COLLEGE OF OUR LADY OF THE ELMS: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- COLLEGE OF OUR LADY OF THE ELMS (EIN 04-2225850)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201801359349308180
- Schema version
- 2016v3.0
- 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 D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T14:21:46-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042713795 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEYERS BROTHERS KALICKA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 WHITNEY AVE SUITE 800 | AddressLine1Txt |
| City | HOLYOKE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042225850 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLEGE OF OUR LADY OF THE ELMS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLL | BusinessNameControlTxt |
| Phone | 4135942761 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 291 SPRINGFIELD STREET | AddressLine1Txt |
| City | CHICOPEE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATIE LONGLEY | PersonNm |
| Person Title | VP OF FINANCE AND ADMINISTRATION | PersonTitleTxt |
| Phone | 4135942761 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUDY M D'AGOSTINO | PreparerPersonNm |
| PTIN | P00962620 | PTIN |
| Phone | 4135368510 | PhoneNum |
| Preparation | 2018-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATIE LONGLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 291 SPRINGFIELD STREET | AddressLine1Txt |
| City | CHICOPEE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $44,199,848 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ELMS.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1928 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO EDUCATE A DIVERSE GROUP OF WOMEN AND MEN IN A SUPPORTIVE, VIBRANT LEARNING COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 825 | TotalEmployeeCnt |
| Total Volunteers | 90 | TotalVolunteersCnt |
| Total Gross UBI | $56,593 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$133,912 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,162,141 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,259,568 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $43,918,385 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $40,274,156 | CYProgramServiceRevenueAmt |
| PY Investment Income | $245,069 | PYInvestmentIncomeAmt |
| CY Investment Income | $256,173 | CYInvestmentIncomeAmt |
| PY Other Revenue | $410,592 | PYOtherRevenueAmt |
| CY Other Revenue | $395,201 | CYOtherRevenueAmt |
| PY Total Revenue | $46,736,187 | PYTotalRevenueAmt |
| CY Total Revenue | $44,185,098 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $16,017,469 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,707,408 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,330,324 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,847,867 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $90,270 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $22,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $821,882 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,510,219 | PYOtherExpensesAmt |
| CY Other Expenses | $11,899,158 | CYOtherExpensesAmt |
| PY Total Expenses | $42,948,282 | PYTotalExpensesAmt |
| CY Total Expenses | $40,476,433 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,787,905 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,708,665 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $51,533,374 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,583,781 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $19,178,376 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,350,732 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $32,354,998 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $37,233,049 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE COLLEGE OF OUR LADY OF THE ELMS, A CATHOLIC COLLEGE, EDUCATES A DIVERSE GROUP OF WOMEN AND MEN IN A SUPPORTIVE, VIBRANT LEARNING COMMUNITY. COMBINING A LIBERAL ARTS EDUCATION WITH PROFESSIONAL STUDIES, ELMS COLLEGE EMPOWERS STUDENTS TO EFFECT POSITIVE CHANGES IN THE COMMUNITY AND IN THE WORLD. AFFIRMING THE FOUNDING TRADITION OF THE SISTERS OF ST. JOSEPH, ELMS COLLEGE CHALLENGES STUDENTS TO EMBRACE CHANGE WITHOUT COMPROMISING PRINCIPLE, TO RESPOND CREATIVELY TO THE DEMANDS OF THEIR CHOSEN CAREERS, AND TO ADVOCATE FOR PEOPLE IN NEED. ELMS COLLEGE IS A COMMUNITY ROOTED IN FAITH, EDUCATED IN MIND, COMPASSIONATE IN HEART, AND RESPONSIVE TO CIVIC AND SOCIAL OBLIGATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $28,068,362 | ExpenseAmt |
| Grant | $12,707,408 | GrantAmt |
| Revenue | $35,800,378 | RevenueAmt |
| Desc | THE COLLEGE IS DEVOTED TO EDUCATING MEN & WOMEN & HAS ADAPTED TO CHANGING TIMES BY DEVELOPING INNOVATIVE PROGRAMS DESIGNED TO PREPARE THEM FOR LEADERSHIP IN A WIDE VARIETY OF FIELDS. EDUCATIONAL PROGRAMS ARE OFFERED IN SEVEN DIFFERENT SESSIONS. DURING THE 2016/2017 SCHOOL YEAR, WE SERVED 1,631 FULL AND PART TIME STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,630,170 | ExpenseAmt |
| Revenue | $4,567,970 | RevenueAmt |
| Desc | AUXILIARY SERVICES INCLUDE CAFETERIA, HEALTH CENTER, AND OTHER FACILITIES PROVIDED FOR THE CONVENIENCE OF THE STUDENTS, FACULTY, ADJUNCT, AND STAFF. 2,030 PEOPLE SERVED. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $29,698,532 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | 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 | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 118 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 825 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | Yes (1) | 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 |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATIE LONGLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4135942761 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 291 SPRINGFIELD STREET | AddressLine1Txt |
| City | CHICOPEE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| RICHARD BOURGEOIS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHI DONAHUE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM FRAIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE HOMROK SSJ | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN JACOBS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA LYONS | |||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WAYNE MCCARY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID O'BRIEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN RIORDAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL M STELZER | |||||||
| VICE-CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ELLEN W FREYMAN ESQ | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY CIGNOLI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANCIS KIRLEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VIRGINIA MAITLAND SSJ | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MAXYNE SCHNEIDER SSJ | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY TOBIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN D FLYNN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOAN KAGAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY MACPHERSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEAN BOSTLEY SSJ | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GINA KOS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE THOMAS SSJ | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK HAMBLEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN QUINN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH ZEH | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| REGINA HITCHERY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA GILLIS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER HARRINGTON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD NUNEZ | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN KANE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA ROSS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL VANN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY WILLIAMS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LORRAINE YOUNG | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY REAP IHM-SEE SCHEDULE O | |||||||
| PRESIDENT | 35.00 | $37,234 | $0 | $0 | Yes (X) | ||
| BRIAN DOHERTY | |||||||
| VP OF FIN & ADMIN/TREASURE | 35.00 | $181,915 | $0 | $12,090 | Yes (X) | ||
| WALTER BREAU | |||||||
| VP OF ACADEMIC AFFAIRS | 35.00 | $151,361 | $0 | $20,486 | Yes (X) | ||
| KATHLEEN SCOBLE | |||||||
| DIRECTOR OF NURSING | 35.00 | $128,587 | $0 | $11,825 | Yes (X) | ||
| CARLA OLESKA | |||||||
| VP OF INSTITUTIONAL ADVANC | 35.00 | $138,963 | $0 | $19,408 | Yes (X) | ||
| KIMBERLY KENNEY-ROCKWAL | |||||||
| DIRECTOR OF MBA PROGRAM | 35.00 | $119,882 | $0 | $18,614 | Yes (X) | ||
| JANET WILLIAMS | |||||||
| PROFESSOR | 35.00 | $125,858 | $0 | $8,097 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $883,800 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $90,520 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARAMARK CORPORATION | |||||
| 291 SPRINGFIELD | CHICOPEE | MA | 01013 | FOOD SERVICES & FACILITIES MAINTENANCE | $2,789,391 |
| MAROIS CONTRUCTION COMPANY | |||||
| 262 OLD LYMAN ROAD | SOUTH HADLEY | MA | 01075 | CONSTRUCTION SERVICES | $1,842,623 |
| MASS-WEST CONSTRUCTION INC | |||||
| 163 DOTY CIR | WEST SPRINGFIELD | MA | 01089 | CONSTRUCTION SERVICES | $379,379 |
| SISTERS SERVANT OF THE IMMACULATE HEART | |||||
| 2300 ADAMS AVE | SCRANTON | PA | 18509 | PURCHASED SERVICES | $283,481 |
| RUFFALO NOEL LEVITZ | |||||
| 1025 KIRKWOOD PKWY | CEDAR RAPIDS | IA | 52404 | ENROLLMENT MANAGEMENT | $224,564 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $21,405 | FundraisingAmt |
| Government Grants | $328,994 | GovernmentGrantsAmt |
| All Other Contributions | $2,909,169 | AllOtherContributionsAmt |
| Noncash Contributions | $24,576 | NoncashContributionsAmt |
| Total Contributions | $3,259,568 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $35,706,186 | $35,706,186 |
| ROOM, BOARD, BOOKS | 611310 | $4,567,970 | $4,567,970 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $40,274,156 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $256,173 | TotalRevenueColumnAmt |
| Exclusion | $256,173 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $89,056 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $89,056 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,056 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $8,749 | UnrelatedBusinessRevenueAmt |
| Exclusion | $80,307 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $6,693 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $21,405 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $14,750 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$8,057 | TotalRevenueColumnAmt |
| Exclusion | -$8,057 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| WORK STUDY | 611310 | $95,018 | $95,018 | ||
| OTHER INCOME | 611310 | $71,414 | $21,401 | $50,013 | |
| FITNESS CENTER:NONSTUD | 713940 | $47,844 | $47,844 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,926 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,311 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $83,615 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $314,202 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,185,098 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,406,886 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $56,593 | UnrelatedBusinessRevenueAmt |
| Exclusion | $462,051 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Program Services | $100,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,473,470 | TotalAmt |
| Program Services | $12,473,470 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,938 | TotalAmt |
| Program Services | $133,938 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,804 | TotalAmt |
| Program Services | $7,430 | ProgramServicesAmt |
| Management And General | $280,944 | ManagementAndGeneralAmt |
| Fundraising | $7,430 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,298,123 | TotalAmt |
| Program Services | $10,388,179 | ProgramServicesAmt |
| Management And General | $2,400,896 | ManagementAndGeneralAmt |
| Fundraising | $509,048 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,870 | TotalAmt |
| Program Services | $326,016 | ProgramServicesAmt |
| Management And General | $92,661 | ManagementAndGeneralAmt |
| Fundraising | $18,193 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $831,227 | TotalAmt |
| Program Services | $570,125 | ProgramServicesAmt |
| Management And General | $218,886 | ManagementAndGeneralAmt |
| Fundraising | $42,216 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $985,843 | TotalAmt |
| Program Services | $769,088 | ProgramServicesAmt |
| Management And General | $185,716 | ManagementAndGeneralAmt |
| Fundraising | $31,039 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,776 | TotalAmt |
| Management And General | $47,776 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,750 | TotalAmt |
| Management And General | $74,750 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,000 | TotalAmt |
| Fundraising | $22,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,461 | TotalAmt |
| Management And General | $47,461 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $550,490 | TotalAmt |
| Program Services | $116,771 | ProgramServicesAmt |
| Management And General | $413,052 | ManagementAndGeneralAmt |
| Fundraising | $20,667 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $533,487 | TotalAmt |
| Program Services | $393,779 | ProgramServicesAmt |
| Management And General | $139,708 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,908,489 | TotalAmt |
| Program Services | $1,010,891 | ProgramServicesAmt |
| Management And General | $1,888,537 | ManagementAndGeneralAmt |
| Fundraising | $9,061 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,273 | TotalAmt |
| Management And General | $29,273 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,041,815 | TotalAmt |
| Program Services | $209,050 | ProgramServicesAmt |
| Management And General | $832,765 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,286 | TotalAmt |
| Program Services | $310,949 | ProgramServicesAmt |
| Management And General | $19,971 | ManagementAndGeneralAmt |
| Fundraising | $5,366 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,812 | TotalAmt |
| Program Services | $201,915 | ProgramServicesAmt |
| Management And General | $75,709 | ManagementAndGeneralAmt |
| Fundraising | $22,188 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,887 | TotalAmt |
| Program Services | $285,203 | ProgramServicesAmt |
| Management And General | $180,450 | ManagementAndGeneralAmt |
| Fundraising | $12,234 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,715,434 | TotalAmt |
| Program Services | $1,195,454 | ProgramServicesAmt |
| Management And General | $468,700 | ManagementAndGeneralAmt |
| Fundraising | $51,280 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,240 | TotalAmt |
| Management And General | $249,240 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT RENTAL & MAIN | $1,914,910 | $101,022 | $1,782,230 | $31,658 |
| INSTITUTIONAL SUPPORT | $614,338 | $550,874 | $63,464 | |
| WORK STUDY EXPENSE | $330,366 | $180,532 | $140,212 | $9,622 |
| FEES | $178,787 | $28,994 | $149,793 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $548,557 | TotalAmt |
| Program Services | $344,852 | ProgramServicesAmt |
| Management And General | $173,825 | ManagementAndGeneralAmt |
| Fundraising | $29,880 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,476,433 | TotalAmt |
| Program Services | $29,698,532 | ProgramServicesAmt |
| Management And General | $9,956,019 | ManagementAndGeneralAmt |
| Fundraising | $821,882 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,199,625 | BOYAmt |
| EOY | $490,082 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,068,457 | BOYAmt |
| EOY | $10,324,757 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $659,581 | BOYAmt |
| EOY | $1,172,352 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370,131 | BOYAmt |
| EOY | $400,779 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,604,474 | BOYAmt |
| EOY | $9,658,466 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $675,499 | BOYAmt |
| EOY | $685,150 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $46,036,249 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,538,776 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,067,909 | BOYAmt |
| EOY | $19,497,473 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,709,432 | BOYAmt |
| EOY | $7,945,718 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,995,954 | BOYAmt |
| EOY | $4,231,990 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,312 | BOYAmt |
| EOY | $177,014 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,533,374 | BOYAmt |
| EOY | $54,583,781 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,334,100 | BOYAmt |
| EOY | $1,563,435 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,709,800 | BOYAmt |
| EOY | $1,507,912 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,070,058 | BOYAmt |
| EOY | $12,647,858 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $344,162 | BOYAmt |
| EOY | $264,395 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $734,655 | BOYAmt |
| EOY | $594,701 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $985,601 | BOYAmt |
| EOY | $772,431 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,178,376 | BOYAmt |
| EOY | $17,350,732 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,929,260 | BOYAmt |
| EOY | $24,424,718 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,217,523 | BOYAmt |
| EOY | $3,984,508 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,208,215 | BOYAmt |
| EOY | $8,823,823 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,354,998 | BOYAmt |
| EOY | $37,233,049 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,533,374 | BOYAmt |
| EOY | $54,583,781 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,708,665 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,120,553 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $48,832 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $1,656,447 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,038,787 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,774,782 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,162,141 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,259,568 | CurrentTaxYearAmt |
| Total | $10,891,725 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,656,447 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,038,787 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,774,782 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,162,141 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,259,568 | CurrentTaxYearAmt |
| Total | $10,891,725 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,058,917 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,832,808 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $225,244 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $245,082 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $359,441 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $339,441 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $345,229 | CurrentTaxYearAmt |
| Total | $1,514,437 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,406,162 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $599,824 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79260 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76590 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $48,000 | 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 |
| 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 | $10,459,340 | BeginningYearBalanceAmt |
| Contributions | $494,056 | ContributionsAmt |
| Investment Earnings Or Losses | $1,263,542 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $268,526 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $47,461 | AdministrativeExpensesAmt |
| End Year Balance | $11,900,951 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,749,485 | BeginningYearBalanceAmt |
| Contributions | $442,515 | ContributionsAmt |
| Investment Earnings Or Losses | -$406,006 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $277,722 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $48,932 | AdministrativeExpensesAmt |
| End Year Balance | $10,459,340 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,695,225 | BeginningYearBalanceAmt |
| Contributions | $176,812 | ContributionsAmt |
| Investment Earnings Or Losses | $146,721 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $220,508 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $48,765 | AdministrativeExpensesAmt |
| End Year Balance | $10,749,485 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,309,498 | BeginningYearBalanceAmt |
| Contributions | $118,451 | ContributionsAmt |
| Investment Earnings Or Losses | $1,529,242 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $211,163 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $50,803 | AdministrativeExpensesAmt |
| End Year Balance | $10,695,225 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,384,365 | BeginningYearBalanceAmt |
| Contributions | $83,717 | ContributionsAmt |
| Investment Earnings Or Losses | $1,027,946 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $137,558 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $48,972 | AdministrativeExpensesAmt |
| End Year Balance | $9,309,498 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11890 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.72140 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15970 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $144,370 | OtherCostOrOtherBasisAmt |
| Book Value | $144,370 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,693,960 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,821,646 | DepreciationAmt |
| Book Value | $14,872,314 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,014,341 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,600,927 | DepreciationAmt |
| Book Value | $3,413,414 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,183,578 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,116,203 | DepreciationAmt |
| Book Value | $1,067,375 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,497,473 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FIXED INCOME INVESTMENTS | $1,723,177 | F |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | $573,665 | F |
| LIMITED PARTNERSHIPS | $1,935,148 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,231,990 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| GRANTS REFUNDABLE | $585,865 |
| ANNUITY OBLIGATIONS | $111,334 |
| DUE TO FRIENDS OF ELMS | $75,232 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $772,431 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $32,761,826 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,120,553 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $48,832 | OtherRevenueAmt |
| Revenue Not Reported | $1,169,385 | RevenueNotReportedAmt |
| Revenue Subtotal | $31,592,441 | RevenueSubtotalAmt |
| Other Revenues Not Included | $12,592,658 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $12,592,658 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $44,185,099 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $28,226,536 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $357,511 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $357,511 | ExpensesNotReportedAmt |
| Expenses Subtotal | $27,869,025 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $12,607,408 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $12,607,408 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $40,476,433 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | DESCRIPTION OF COLLECTION: 33" X 20" WATERCOLOR BY ENRICO TARENGHI WITH VALUE OF $14,000 AND 40 ETCHINGS BY SEARS GALLAGHER WITH TOTAL VALUE OF $34,000. THE ARTWORK PROVIDES AN EXAMPLE OF HOLISTIC ENRICHMENT FOR THE STUDENTS AND PROMOTES THE CONCEPTS SET FORTH IN A LIBERAL ARTS COLLEGE. ALUMNAE LIBRARY ALSO HAS A COLLECTION OF SOME 1000 RARE BOOKS DATING BETWEEN 1521 AND 1900, APPROXIMATELY 50 PAINTINGS BY VARIOUS HANDS, AND AN ASSORTED COLLECTION OF REALIA FROM DIVERSE COUNTRIES. THE LIBRARY ALSO OWNS ONE MEDIEVAL MANUSCRIPT, ABOUT A HALF-DOZEN FRAMED MEDIEVAL PAGES, AND CURRENTLY HAS TWO MANUSCRIPTS ON LOAN. THE MATERIALS ARE USED SOLELY FOR DISPLAY AND SCHOLARLY RESEARCH. ALL MATERIALS ARE BEING DIGITIZED AND PRESERVED PER THE LIBRARY'S STRATEGIC PLAN, DRAFTED IN 2013. |
| PART IV, LINE 2B: | ASSETS HELD FOR OTHERS REPRESENT FUNDS PLACED ON DEPOSIT BY EACH CLASS AND OTHER GROUPS WITH THE COLLEGE AS CUSTODIAN. |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE HELD FOR STUDENT SCHOLARSHIPS, CONVOCATION AWARDS, AND TO SUPPORT LIBRARY AND EDUCATION DEPARTMENT OPERATIONS. |
| PART X, LINE 2: | MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION. THE COLLEGE'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR ALL YEARS ENDING ON OR AFTER JUNE 30, 2014. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 48,832. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND AWARDS 12,607,408. FUNDRAISING EVENT EXPENSES -14,750. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | AFFILIATES' EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 342,761. FUNDRAISING EVENT EXPENSES 14,750. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND GRANTS 12,607,408. |
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 | THE SCHOOL'S STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN ALL APPROPRIATE SCHOOL PUBLICATIONS. |
| SCHEDULE E, PART I, LINE 6 | 6A: THE COLLEGE RECEIVES GOVERNMENT FINANCIAL ASSISTANCE WHICH IS AWARDED TO THE STUDENTS AS SCHOLARSHIPS AND OTHER FINANCIAL AID. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SUB-SAHARAN AFRICA | 0 | 0 | SCHOLARSHIPS & TUITION WAIVERS | EDUCATIONAL ASSISTANCE | $20,000 |
| SOUTH ASIA | 0 | 0 | SCHOLARSHIPS & TUITION WAIVERS | EDUCATIONAL ASSISTANCE | $8,500 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | SCHOLARSHIPS & TUITION WAIVERS | EDUCATIONAL ASSISTANCE | $46,846 |
| EUROPE | 0 | 0 | SCHOLARSHIPS & TUITION WAIVERS | EDUCATIONAL ASSISTANCE | $7,892 |
| CENTRAL AMERICA AND THE CARIBBEAN - | 0 | 0 | PROGRAM SERVICES | ASSISTED IN SCHOOLS AND HOSPITALS | $4,748 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | ASSISTED IN PROVIDING WATER SOURCES | $3,950 |
| CENTRAL AMERICA AND THE CARIBBEAN - | 0 | 0 | INVESTMENTINVESTMENTS | NO ACTIVITY | $1,935,148 |
| SOUTH AMERICA | 0 | 0 | SCHOLARSHIPS, GRANT & TUITION WAIVERS | EDUCATIONAL ASSISTANCE | $38,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $2,065,084 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $2,065,084 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| TUITION WAIVER | EUROPE | 1 | $7,892 | CREDIT TO TUITION BALANCE |
| TUITION WAIVER & SCHOLARSHIP | EAST ASIA AND THE PACIFIC | 2 | $46,846 | CREDIT TO TUITION BALANCE |
| TUITION WAIVER | SOUTH ASIA | 1 | $8,500 | CREDIT TO TUITION BALANCE |
| SCHOLARSHIP & GRANT | SOUTH AMERICA | 2 | $38,000 | CREDIT TO TUITION BALANCE |
| SCHOLARSHIP | SUB-SAHARAN AFRICA | 2 | $20,000 | CREDIT TO TUITION BALANCE |
| SCHOLARSHIP | MIDDLE EAST AND NORTH AFRICA | 1 | $12,700 | CREDIT TO TUITION BALANCE |
| 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 | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EDUCATIONAL ASSISTANCE IS A DIRECT PAYMENT OF STUDENTS' TUITION. STUDENTS' OVERSEAS SERVICE TRIPS ARE MONITORED BY FACULTY AND STAFF MEMBERS. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCALLISTER & QUINN LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1368 N WASHINGTON AVENUE | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18509 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GRANT CONSULTATION | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $22,000 | RetainedByContractorAmt |
| Net To Organization | -$22,000 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $22,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$22,000 | TotalNetToOrganizationAmt |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF FUNDRAISER | Event1Nm |
| Gross Receipts Event1 | $28,098 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $21,405 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $6,693 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $168 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $5,644 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $8,666 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $272 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $28,098 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $21,405 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $6,693 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $168 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $5,644 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $8,666 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $272 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $14,750 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$8,057 | 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 | SISTERS OF IHM | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 ADAMS AVENUE | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18509 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 240795454 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $100,000 | CashGrantAmt |
| Purpose Of Grant | SUPPORTING EDUCATIONAL AND CATECHETICAL ACTIVITIES | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS AND GRANTS | 810 | $12,449,370 |
| SCHOLARSHIPS TO PUERTO RICO STUDENTS | 3 | $24,100 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FINANCIAL AID DISBURSEMENTS ARE MADE TO STUDENTS QUALIFYING FOR FINANCIAL GRANTS AND ARE BASED ON DEMONSTRATED FINANCIAL NEED AS REPORTED THROUGH SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID (SSSFA) APPLICATIONS. THEY ARE MONITORED IN ACCORDANCE WITH FEDERAL REGULATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIAN DOHERTY | ||||||||||||||
| VP OF FIN & ADMIN/TREASURE | $181,915 | $0 | $0 | $0 | $0 | $0 | $9,245 | $0 | $2,845 | $0 | $194,005 | $0 | $0 | $0 |
| WALTER BREAU | ||||||||||||||
| VP OF ACADEMIC AFFAIRS | $151,361 | $0 | $0 | $0 | $0 | $0 | $7,983 | $0 | $12,503 | $0 | $171,847 | $0 | $0 | $0 |
| CARLA OLESKA | ||||||||||||||
| VP OF INSTITUTIONAL ADVANC | $138,963 | $0 | $0 | $0 | $0 | $0 | $7,228 | $0 | $12,180 | $0 | $158,371 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HOUSING ALLOWANCE IS INCLUDED IN OFFICER'S W-2. COUNTRY CLUB & SOCIAL CLUB MEMBERSHIP IS ALSO PROVIDED. |
| PART I, LINE 3 | DETERMINING COMPENSATION OF ITS PRESIDENT AND SENIOR MANAGEMENT INCLUDES A MARKET ANALYSIS USING COMPENSATION SURVEYS FROM PROFESSIONAL ORGANIZATIONS SUCH AS CUPA, AS WELL AS THE DIVISION OF LABOR STATISTICS FOR SALARIES IN THE 25%-50% PERCENTILE FOR COLLEGES SIMILAR TO THE ELMS. THIS INFORMATION IS COMPARED TO MANAGEMENT'S COMPENSATION BASED ON JOB TITLE, JOB DESCRIPTION, AND JOB EXPERIENCE TO DETERMINE WHETHER THE COLLEGE'S COMPENSATION IS COMPARABLE. THE PRESIDENT'S SALARY IS THEN DETERMINED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. SENIOR MANAGEMENT SALARIES ARE EVALUATED AND APPROVED BY THE PRESIDENT AND THEN SENT TO THE EXECUTIVE COMMITTEE FOR APPROVAL. |
| PART I, LINE 4B | BRIAN DOHERTY, NO AMOUNT WAS ACCRUED ON HIS BEHALF THIS YEAR. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| CUSIP | NONEAVAIL | CUSIPNum |
| Bond Issued | 2012-08-08 | BondIssuedDt |
| Issue Price | $14,000,000 | IssuePriceAmt |
| Purpose | BUILDING RENOVATIONS, PAY OFF PREVIOUS 2010 SERIES BOND AND OTHER DEBT. | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $4,864,258 | RetiredAmt |
| Total Proceeds | $14,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $227,025 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $8,908,717 | CapitalExpendituresAmt |
| Substantial Completion | 2013 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAROIS CONSTRUCTION COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FORMER BOARD MEMBER IS AN OFFICER OF THE CORPORATION. | RelationshipDescriptionTxt |
| Transaction | $2,360,511 | TransactionAmt |
| Transaction | AMOUNT OF TRANSACTION IS FOR CONSTRUCTION SERVICES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE COLLEGE'S CPA FIRM PREPARES THE 990 WHICH IS SUBSEQUENTLY REVIEWED BY THE COLLEGE'S VP OF FINANCE. THE 990 IS THEN PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW AND THEY VOTE TO ACCEPT THE 990 FOR FILING. THE 990 IS THEN PLACED ON A SECURE WEBSITE FOR BOARD MEMBERS TO REVIEW PRIOR TO THE 990 BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | COPIES OF THE CONFLICT OF INTEREST POLICY ARE DISTRIBUTED TO ALL BOARD MEMBERS, COMMITTEE MEMBERS, AND KEY EMPLOYEES. THEY ARE REQUIRED TO MAKE A PROMPT, FULL AND FRANK DISCLOSURE OF THEIR INTEREST TO THE BOARD OR COMMITTEE PRIOR TO ITS ACTING ON ANY CONFLICTED TRANSACTION. ANY BOARD MEMBER WITH A CONFLICT OF INTEREST MUST ABSTAIN FROM VOTING ON ANY RELATED ISSUES. |
| FORM 990, PART VI, SECTION B, LINE 15 | ELMS COLLEGE'S PROCESS FOR DETERMINING COMPENSATION OF ITS PRESIDENT AND SENIOR MANAGEMENT TYPICALLY INCLUDES A MARKET ANALYSIS USING COMPENSATION SURVEYS FROM PROFESSIONAL ORGANIZATIONS SUCH AS CUPA, AS WELL AS THE DIVISION OF LABOR STATISTICS FOR SALARIES IN THE 25%-50% PERCENTILE FOR COLLEGES SIMILAR TO THE ELMS. THIS INFORMATION IS TYPICALLY COMPARED TO MANAGEMENT'S COMPENSATION BASED ON JOB TITLE, JOB DESCRIPTION, AND JOB EXPERIENCE TO DETERMINE WHETHER THE COLLEGE'S COMPENSATION IS COMPARABLE. THE PRESIDENT'S SALARY IS THEN DETERMINED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. SENIOR MANAGEMENT SALARIES ARE EVALUATED AND APPROVED BY THE PRESIDENT AND THEN SENT TO THE EXECUTIVE COMMITTEE FOR APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THE BUSINESS OFFICE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE BUSINESS OFFICE. |
| PART VII, LINE 1A: | SISTER MARY REAP,THE COLLEGE PRESIDENT THROUGH JUNE 30, 2017, RECEIVED A W-2 FOR 2016 FOR HER HOUSING ALLOWANCE AND OTHER PERSONAL BENEFITS. SHE WAS NOT DIRECTLY COMPENSATED BY THE COLLEGE IN KEEPING WITH HER VOW OF POVERTY. THE COLLEGE PAID HER WAGE COMPENSATION TO HER ORDER, THE CONGREGATION OF THE SISTERS, SERVANTS OF IMMACULATE HEART OF MARY (IHM). |
| FORM 990, PART XI, LINE 9: | NET CHANGE ON INVESTMENTS HELD IN TRUST BY OTHERS 48,832. |
| PART XII, LINE 2C: | THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE FISCAL YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| THE FRIENDS OF ELMS COLLEGE INC | |||||||||
| 291 SPRINGFIELD STREET | CHICOPEE | MA | 01013 | 208196902 | SUPPORT EDUCATIONAL MISSION OF ELMS COLLEGE | MA | 501(C)(3) | SUPPORTING ORG | Yes (1) |
| ELMS COLLEGE FOUNDATION INC | |||||||||
| 291 SPRINGFIELD STREET | CHICOPEE | MA | 01013 | 462395041 | SUPPORT EDUCATIONAL MISSION OF ELMS COLLEGE | MA | 501(C)(3) | SUPPORTING ORG | 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 | Yes (1) | 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 | Yes (1) | 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 | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE FRIENDS OF ELMS COLLEGE INC | ||
| K | $138,000 | FAIR MARKET VALUE |
| THE FRIENDS OF ELMS COLLEGE INC | ||
| D | $75,232 | FUNDS TRANSFERRED |
| ELMS COLLEGE FOUNDATION | ||
| D | $50,000 | FUNDS TRANSFERRED |