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BABSON COLLEGE: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
BABSON COLLEGE (EIN 04-2103544)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-04
IRS object ID
201841249349300734
Schema version
2016v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-04T09:31:02-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 SEAPORT BOULEVARDAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103544EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Babson CollegeBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% RICHARD BOWMANInCareOfNm
Business Name ControlBABSBusinessNameControlTxt
Phone7812395298PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1231 Forest StreetAddressLine1Txt
CityBabson ParkCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024570310ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHERINE P CRAVENPersonNm
Person TitleCHIEF ADMIN OFFICERPersonTitleTxt
Phone7812395298PhoneNum
Signature2018-04-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIN COUTUREPreparerPersonNm
PTINP01390592PTIN
Phone6175305000PhoneNum
Preparation2018-04-26PreparationDt
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKERRY HEALEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1231 FOREST STREETAddressLine1Txt
CityBABSON PARKCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02457ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$319,146,219GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BABSON.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1919FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body43VotingMembersGoverningBodyCnt
Voting Members Independent40VotingMembersIndependentCnt
Total Employee2369TotalEmployeeCnt
Total Volunteers2436TotalVolunteersCnt
Total Gross UBI$474,011TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$190,713NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$22,073,133PYContributionsGrantsAmt
CY Contributions Grants$27,601,088CYContributionsGrantsAmt
PY Program Service Revenue$203,175,130PYProgramServiceRevenueAmt
CY Program Service Revenue$210,555,935CYProgramServiceRevenueAmt
PY Investment Income$4,863,337PYInvestmentIncomeAmt
CY Investment Income$9,413,792CYInvestmentIncomeAmt
PY Other Revenue$2,696,476PYOtherRevenueAmt
CY Other Revenue$3,510,780CYOtherRevenueAmt
PY Total Revenue$232,808,076PYTotalRevenueAmt
CY Total Revenue$251,081,595CYTotalRevenueAmt
PY Grants And Similar Paid$40,343,452PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$42,127,067CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$111,113,865PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$117,891,997CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$8,127,281CYTotalFundraisingExpenseAmt
PY Other Expenses$79,045,390PYOtherExpensesAmt
CY Other Expenses$83,775,566CYOtherExpensesAmt
PY Total Expenses$230,502,707PYTotalExpensesAmt
CY Total Expenses$243,794,630CYTotalExpensesAmt
PY Revenues Less Expenses$2,305,369PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,286,965CYRevenuesLessExpensesAmt
Total Assets BOY$633,954,756TotalAssetsBOYAmt
Total Assets EOY$678,881,773TotalAssetsEOYAmt
Total Liabilities BOY$233,458,259TotalLiabilitiesBOYAmt
Total Liabilities EOY$230,591,127TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$400,496,497NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$448,290,646NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionBABSON COLLEGE EDUCATES ENTREPRENEURIAL LEADERS WHO CREATE GREAT ECONOMIC AND SOCIAL VALUE EVERYWHERE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$208,407,695ExpenseAmt
Grant$42,127,067GrantAmt
Revenue$210,555,935RevenueAmt
DescBABSON COLLEGE ENROLLS APPROXIMATELY 2,342 UNDERGRADUATE AND 987 GRADUATE STUDENTS FROM THE UNITED STATES AND MORE THAN 80 COUNTRIES WORLDWIDE. THE COLLEGE OFFERS EDUCATION IN BUSINESS AND LIBERAL ARTS, AND IT GRANTS THE BACHELOR OF SCIENCE DEGREE THROUGH ITS UNDERGRADUATE PROGRAM. THE COLLEGE ALSO GRANTS MASTER OF BUSINESS ADMINISTRATION DEGREES AND CUSTOM MASTER OF SCIENCE DEGREES THROUGH THE F.W.OLIN GRADUATE SCHOOL OF BUSINESS AT BABSON COLLEGE. ADDITIONALLY, BABSON OFFERS DISTINCT EXECUTIVE EDUCATION PROGRAMS TO HELP COMPANIES REACH THEIR STRATEGIC GOALS.Desc
Total Program Service Expenses$208,407,695TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document465IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2369EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members43GoverningBodyVotingMembersCnt
Independent Voting Member40IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonRICHARD BOWMANPersonNm
Phone7812395298PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1231 FOREST STREETAddressLine1Txt
CityBabson ParkCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024570310ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (67 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
MICHAEL J ANGELAKIS
TRUSTEE1.20.0Yes (X)$0$0$0
THE HONOR CRAIG BENSON
TRUSTEE1.20.0Yes (X)$0$0$0
ETTORE V BIAGIONI
TRUSTEE1.20.0Yes (X)$0$0$0
KHALED BICHARA
TRUSTEE (START 10/16)1.20.0Yes (X)$0$0$0
HOWARD BROWN
TRUSTEE1.20.0Yes (X)$0$0$0
MARLA M CAPOZZI
VICE CHAIR, BOARD OF TRUSTEES1.20.0Yes (X)$12,566$0$0Yes (X)
PAUL W CHISHOLM
TRUSTEE1.20.0Yes (X)$0$0$0
SAID DARWAZAH
TRUSTEE (START 10/16)1.20.0Yes (X)$0$0$0
THEODORE A CLARK
TRUSTEE (UNTIL 10/16)1.20.0Yes (X)$0$0$0
RICHELIEU DENNIS
TRUSTEE (START 5/17)1.20.0Yes (X)$0$0$0
DEBORAH DESANTIS
TRUSTEE1.20.0Yes (X)$0$0$0
GARY T DICAMILLO
TRUSTEE1.20.0Yes (X)$0$0$0
CRAIG M DONALDSON
TRUSTEE1.20.0Yes (X)$0$0$0
HARISH M FABIANI
TRUSTEE1.20.0Yes (X)$0$0$0
FRANK M FISCHER
TRUSTEE1.20.0Yes (X)$0$0$0
THOMAS F GILBANE JR
TRUSTEE1.20.0Yes (X)$0$0$0
BRETT A GORDON
TRUSTEE1.20.0Yes (X)$0$0$0
LEONARD GREEN
TRUSTEE1.20.0Yes (X)$0$0$0
DR KERRY HEALEY
TRUSTEE/PRESIDENT40.00.0Yes (X)$723,698$0$61,810Yes (X)
JAMES HERBERT II
TRUSTEE1.20.0Yes (X)$0$0$0
BRUCE T HERRING
VICE CHAIR, BOARD OF TRUSTEES1.20.0Yes (X)$0$0$0Yes (X)
ERIC G JOHNSON
TRUSTEE (UNTIL 10/16)1.20.0Yes (X)$0$0$0
JOHN JOHNSON
TRUSTEE1.20.0Yes (X)$0$0$0
FRED SC KIANG
TRUSTEE1.20.0Yes (X)$0$0$0
CARMELLA KLETJIAN
TRUSTEE1.20.0Yes (X)$0$0$0
DAVID F LAMERE
TRUSTEE1.20.0Yes (X)$0$0$0
SUCHITRA LOHIA
TRUSTEE1.20.0Yes (X)$0$0$0
MICHAEL S LORBER
TRUSTEE1.20.0Yes (X)$0$0$0
DAVID LUCCHINO
TRUSTEE (UNTIL 10/16)1.20.0Yes (X)$0$0$0
MANOJ NARENDER MADNANI
TRUSTEE1.20.0Yes (X)$0$0$0
CARLOS MATTOS
TRUSTEE1.20.0Yes (X)$0$0$0
JEFFREY J MCLANE
TRUSTEE1.20.0Yes (X)$0$0$0
RAMON MENDIOLA
TRUSTEE (START 5/17)1.20.0Yes (X)$0$0$0
DR RICHARD K MILLER
TRUSTEE1.20.0Yes (X)$0$0$0
JEFFERY PERRY
TRUSTEE (START 5/17)1.20.0Yes (X)$0$0$0
RICHARD A RENWICK
TRUSTEE1.20.0Yes (X)$0$0$0
KENNETH G ROMANZI
TRUSTEE1.20.0Yes (X)$0$0$0
JAMES A RULLO
TRUSTEE1.21.2Yes (X)$0$0$0
DIANNE SAHENK
TRUSTEE (START 5/17)1.20.0Yes (X)$0$0$0
CAROLINA SAMSING
TRUSTEE1.20.0Yes (X)$0$0$0
AMANDA STRONG
TRUSTEE1.20.0Yes (X)$0$0$0
MEAGHAN TOOTHAKER
TRUSTEE1.20.0Yes (X)$0$0$0
MARTHA D VORLICEK
TREASURER, BOARD OF TRUSTEES1.20.0Yes (X)$0$0$0Yes (X)
ROBERT E WEISSMAN
TRUSTEE1.20.0Yes (X)$0$0$0
JOSEPH WINN
CHAIR, BOARD OF TRUSTEES1.21.2Yes (X)$0$0$0Yes (X)
GARY ZWERLING
TRUSTEE1.20.0Yes (X)$0$0$0
MARNI ALLEN
ASSISTANT CLERK40.020.0$140,849$0$13,840Yes (X)
EDWARD CHIU
SR. VP OF ADVANCEMENT40.00.0$379,333$0$36,915Yes (X)
KATHERINE CRAVEN
CHIEF ADMIN OFFICER40.00.0$396,607$0$30,058Yes (X)
MICHAEL JOHNSON
PROVOST (START 7/16)40.00.0$196,880$0$5,430Yes (X)
MICHAEL LAYISH
VP GEN COUN/SECTRY(AS OF 2/17)40.00.0$174,358$0$47,683Yes (X)
MARY ROSE
VP FOR CAMPUS & COMMUN AFFAIRS40.00.0$264,398$0$53,458Yes (X)
JONATHAN MOLL
VP GEN COUN/SECTRY(UNTIL 2/17)40.020.0$317,618$0$51,685Yes (X)
ELAINE EISENMAN
DEAN OF BEE (UNTIL 8/16)40.00.0$401,998$0$40,248Yes (X)
JANICE BELL
MANAGING DIR OF BABSON GLOBAL40.00.0$404,529$0$31,049Yes (X)
HEIDI NECK
PROFESSOR40.00.0$380,843$0$40,185Yes (X)
ANDREW L ZACHARAKIS
PROFESSOR40.00.0$373,379$0$53,507Yes (X)
RICHARD BLISS
PROFESSOR40.00.0$378,584$0$32,636Yes (X)
JAY A RAO
PROFESSOR40.00.0$367,166$0$45,843Yes (X)
GORDON PRICHETT
FORMER PROVOST-INTERIM0.00.0$195,059$0$18,928Yes (X)
DIANA ZAIS
VP FOR DEVELOPMENT SEE SCH O40.00.0$219,268$0$54,233Yes (X)
CAROL HACKER
VP ALUMNI & FRIENDS SEE SCH O40.00.0$153,029$0$23,601Yes (X)
DONNA BONAPARTE
VP FOR HR SEE SCH O40.00.0$238,086$0$36,059Yes (X)
JANE EDMONDS
VP PROG & COMM OUT SEE SCH O40.00.0$147,537$0$20,208Yes (X)
ALFRED NANNI
FACULTY40.00.0$234,344$0$38,035Yes (X)
SHAHID ANSARI
CEO BABSON GLOBAL0.040.0$465,354$0$30,031Yes (X)
PHILLIP KNUTEL
CIO SEE SCH O40.00.0$271,565$0$47,521Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$6,837,048TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$812,963TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K294IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CONNELLY PARTNERS LLC
46 WALTHAM STREETBOSTONMA02118ADVERTISING$2,613,447
FIFTY EGGS INC
231 FOREST STREET-WOODLAND HILL BLDBABSON PARKMA02457MEDIA FILM$1,461,337
ADVANCE SIGNING LLC
4 INDUSTRIAL PARK ROADMEDWAYMA02053SIGN DESIGN$369,392
CSL CONSULTING LLC
30 NORTH AVENUEBURLINGTONMA01803CONSULTING$286,714
PRICEWATERHOUSE COOPERS LLP
101 SEAPORT BOULEVARDBOSTONMA02210AUDIT & TAX SERVICE$280,325
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K23CntrctRcvdGreaterThan100KCnt
Fundraising$69,496FundraisingAmt
Government Grants$732,092GovernmentGrantsAmt
All Other Contributions$26,799,500AllOtherContributionsAmt
Noncash Contributions$702,422NoncashContributionsAmt
Total Contributions$27,601,088TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION & FEES900099$158,943,202$158,943,202
ROOM & BOARD900099$28,902,406$28,902,406
ED/NON-ED PROGRAM REVENUE900099$22,710,327$22,296,708$413,619
FieldValueIRS element (for citing)
Total Program Service Revenue$210,555,935TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,082,735TotalRevenueColumnAmt
Unrelated Business Revenue-$34,323UnrelatedBusinessRevenueAmt
Exclusion$2,117,058ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$220,910TotalRevenueColumnAmt
Exclusion$220,910ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$3,516,821RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$3,516,821RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,516,821TotalRevenueColumnAmt
Exclusion$3,516,821ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$75,139,846SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$68,029,699SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$7,110,147SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,110,147TotalRevenueColumnAmt
Unrelated Business Revenue$94,715UnrelatedBusinessRevenueAmt
Exclusion$7,015,432ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$28,644FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$69,496ContriRptFundraisingEventAmt
Fundraising Direct Expenses$31,163FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,519TotalRevenueColumnAmt
Exclusion-$2,519ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$240GamingGrossIncomeAmt
Gaming Direct Expenses$3,762GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column-$3,522TotalRevenueColumnAmt
Exclusion-$3,522ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$251,081,595TotalRevenueColumnAmt
Related Or Exempt Func Income$210,142,316RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$474,011UnrelatedBusinessRevenueAmt
Exclusion$12,864,180ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$42,127,067TotalAmt
Program Services$42,127,067ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,170,725TotalAmt
Program Services$1,779,108ProgramServicesAmt
Management And General$1,956,553ManagementAndGeneralAmt
Fundraising$435,064FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$2,314,051TotalAmt
Program Services$993,118ProgramServicesAmt
Management And General$1,017,298ManagementAndGeneralAmt
Fundraising$303,635FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$88,449,338TotalAmt
Program Services$73,692,041ProgramServicesAmt
Management And General$11,403,957ManagementAndGeneralAmt
Fundraising$3,353,340FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,735,139TotalAmt
Program Services$5,611,417ProgramServicesAmt
Management And General$868,376ManagementAndGeneralAmt
Fundraising$255,346FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$10,291,101TotalAmt
Program Services$8,574,086ProgramServicesAmt
Management And General$1,326,853ManagementAndGeneralAmt
Fundraising$390,162FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,931,643TotalAmt
Program Services$4,941,980ProgramServicesAmt
Management And General$764,779ManagementAndGeneralAmt
Fundraising$224,884FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$449,576TotalAmt
Program Services$120,723ProgramServicesAmt
Management And General$328,853ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$538,374TotalAmt
Program Services$7,380ProgramServicesAmt
Management And General$530,994ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$323,316TotalAmt
Program Services$323,316ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,686,736TotalAmt
Program Services$790,405ProgramServicesAmt
Management And General$896,331ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,009,192TotalAmt
Program Services$4,194,831ProgramServicesAmt
Management And General$790,189ManagementAndGeneralAmt
Fundraising$24,172FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,663,969TotalAmt
Program Services$3,159,341ProgramServicesAmt
Management And General$1,148,540ManagementAndGeneralAmt
Fundraising$356,088FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$8,507,723TotalAmt
Program Services$7,821,012ProgramServicesAmt
Management And General$603,113ManagementAndGeneralAmt
Fundraising$83,598FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$9,020,811TotalAmt
Program Services$8,867,762ProgramServicesAmt
Management And General$116,772ManagementAndGeneralAmt
Fundraising$36,277FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,382,117TotalAmt
Program Services$4,893,651ProgramServicesAmt
Management And General$1,936,269ManagementAndGeneralAmt
Fundraising$552,197FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,798,865TotalAmt
Program Services$2,669,673ProgramServicesAmt
Management And General$115,346ManagementAndGeneralAmt
Fundraising$13,846FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$5,833,048TotalAmt
Program Services$5,833,048ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$13,519,077TotalAmt
Program Services$13,289,710ProgramServicesAmt
Management And General$175,001ManagementAndGeneralAmt
Fundraising$54,366FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
FOOD & BEVERAGE SERVICE$7,927,135$7,927,135
PROFESSIONAL CONSULTING$6,345,071$5,095,302$1,019,881$229,888
ROOM, CONF, & ADMIN$3,154,517$3,154,517
TAX$14,396$3,459$10,937

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$6,601,643TotalAmt
Program Services$2,537,613ProgramServicesAmt
Management And General$2,249,612ManagementAndGeneralAmt
Fundraising$1,814,418FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$243,794,630TotalAmt
Program Services$208,407,695ProgramServicesAmt
Management And General$27,259,654ManagementAndGeneralAmt
Fundraising$8,127,281FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$33,065,763BOYAmt
EOY$38,743,423EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$32,860,979BOYAmt
EOY$35,073,793EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,444,047BOYAmt
EOY$5,384,145EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$3,822,559BOYAmt
EOY$3,377,598EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,181,564BOYAmt
EOY$4,758,577EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$430,911,442LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$242,160,287LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$183,257,740BOYAmt
EOY$188,751,155EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$260,012,823BOYAmt
EOY$297,909,496EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$86,683,709BOYAmt
EOY$93,554,054EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$22,625,572BOYAmt
EOY$11,329,532EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$633,954,756BOYAmt
EOY$678,881,773EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$24,396,013BOYAmt
EOY$21,631,261EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$27,555,228BOYAmt
EOY$39,580,768EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$137,372,331BOYAmt
EOY$131,028,694EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$23,820,000BOYAmt
EOY$22,955,000EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,314,687BOYAmt
EOY$15,395,404EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$233,458,259BOYAmt
EOY$230,591,127EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$165,033,726BOYAmt
EOY$184,159,388EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$116,459,383BOYAmt
EOY$137,171,141EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$119,003,388BOYAmt
EOY$126,960,117EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$400,496,497BOYAmt
EOY$448,290,646EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$633,954,756BOYAmt
EOY$678,881,773EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$7,286,965ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$40,507,184NetUnrlzdGainsLossesInvstAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,275,700CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,810,199CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,512,072CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,073,133CurrentTaxYearMinus1YearAmt
Current Tax Year$27,601,088CurrentTaxYearAmt
Total$99,272,192TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,275,700CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,810,199CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,512,072CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,073,133CurrentTaxYearMinus1YearAmt
Current Tax Year$27,601,088CurrentTaxYearAmt
Total$99,272,192TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$8,092,980SubstantialContributorsTotAmt
Public Support Total170$91,179,212PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,347,086CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,838,469CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,274,065CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,071,525CurrentTaxYearMinus1YearAmt
Current Tax Year$5,820,466CurrentTaxYearAmt
Total$28,351,611TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$111,208CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,040,698CurrentTaxYearMinus2YearsAmt
Total$1,151,906TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$66,345CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$48,260CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$73,190CurrentTaxYearMinus1YearAmt
Current Tax Year$28,884CurrentTaxYearAmt
Total$216,679TotalAmt
FieldValueIRS element (for citing)
Total Support$128,992,388TotalSupportAmt
Gross Receipts Rltd Activities$997,648,004GrossReceiptsRltdActivitiesAmt
Public Support CY1700.70686PublicSupportCY170Pct
Public Support PY1700.64340PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE A, PART II, LINE 10FormAndLineReferenceDesc
ExplanationCOLUMNS (A),(B),(C),(E) - 2012, 2013, 2015, 2016: LINE 10 INCLUDES INCOME FROM FUNDRAISING AND GAMING ACTIVITIES.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$1OtherActivitiesAmt
Total Lobbying Expenditures$1TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE C, PART II-B, LINE 1FormAndLineReferenceDesc
ExplanationLOBBYING ACTIVITIES THE ORGANIZATION PAYS MEMBERSHIP DUES TO MEMBER ORGANIZATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. THEREFORE, A PORTION OF THE DUES MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$346,696,532BeginningYearBalanceAmt
Contributions$12,903,198ContributionsAmt
Investment Earnings Or Losses$44,250,790InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,949,676GrantsOrScholarshipsAmt
Other Expenditures$9,437,294OtherExpendituresAmt
End Year Balance$391,463,550EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$348,628,929BeginningYearBalanceAmt
Contributions$17,401,454ContributionsAmt
Investment Earnings Or Losses-$7,624,128InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,577,169GrantsOrScholarshipsAmt
Other Expenditures$9,132,554OtherExpendituresAmt
End Year Balance$346,696,532EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$332,014,635BeginningYearBalanceAmt
Contributions$9,318,164ContributionsAmt
Investment Earnings Or Losses$17,977,769InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,464,963GrantsOrScholarshipsAmt
Other Expenditures$8,216,676OtherExpendituresAmt
End Year Balance$348,628,929EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$275,519,968BeginningYearBalanceAmt
Contributions$26,558,248ContributionsAmt
Investment Earnings Or Losses$39,608,164InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,223,083GrantsOrScholarshipsAmt
Other Expenditures$7,448,662OtherExpendituresAmt
End Year Balance$332,014,635EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$239,492,137BeginningYearBalanceAmt
Contributions$11,995,372ContributionsAmt
Investment Earnings Or Losses$33,419,630InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,173,736GrantsOrScholarshipsAmt
Other Expenditures$7,213,435OtherExpendituresAmt
End Year Balance$275,519,968EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.41000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.31000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.28000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,600,545OtherCostOrOtherBasisAmt
Book Value$1,600,545BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$332,683,458OtherCostOrOtherBasisAmt
Depreciation$180,565,252DepreciationAmt
Book Value$152,118,206BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$54,545,066OtherCostOrOtherBasisAmt
Depreciation$40,750,784DepreciationAmt
Book Value$13,794,282BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$42,082,373OtherCostOrOtherBasisAmt
Depreciation$20,844,251DepreciationAmt
Book Value$21,238,122BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$188,751,155TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescALTERNATIVE INVESTMENTSDesc
Book Value$93,554,054BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$93,554,054TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
GOVT ADVANCES FOR STUDENT LOANS$3,105,115
MARKET VALUE OF INT RATE CONTRACTS$12,290,289
FieldValueIRS element (for citing)
Total Liability$15,395,404TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART III, LINE 1AWORKS OF ART, HISTORICAL TREASURES, LITERARY WORKS AND ARTIFACTS, WHICH ARE PRESERVED AND PROTECTED FOR EDUCATIONAL, RESEARCH, AND PUBLIC EXHIBITION PURPOSES, ARE NOT CAPITALIZED. THEY ARE NEITHER DISPOSED OF FOR FINANCIAL GAIN NOR ENCUMBERED IN ANY MANNER. ACCORDINGLY, SUCH COLLECTION ITEMS ARE NOT RECORDED FOR FINANCIAL STATEMENT PURPOSES.
SCHEDULE D, PART V, LINE 4BABSON COLLEGE'S ENDOWMENT CONSISTS OF OVER 250 INDIVIDUAL FUNDS WHICH HAVE BEEN ESTABLISHED OVER TIME FOR VARIOUS PURPOSES, INCLUDING SCHOLARSHIPS, CHAIRS AND PROFESSORSHIPS, FACILITIES, ATHLETICS, AND OTHER EDUCATIONAL SERVICES.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3BABSON COLLEGE PROHIBITS DISCRIMINATING ON THE BASIS OF RACE, COLOR, NATIONALITY OR ETHNIC ORIGIN, RELIGION, SEX, LIFESTYLE, SEXUAL ORIENTATION PREFERENCE, AGE, HANDICAP, OR VETERAN STATUS. THIS POLICY IS PUBLISHED IN THE FACULTY AND STAFF HANDBOOK.
SCHEDULE E, PART I, LINE 6GOVERNMENT FINANCIAL AID BABSON COLLEGE RECEIVES FEDERAL AID TO ENHANCE SCHOLARSHIP AND WORK STUDY PROGRAMS.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (22 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmtEmployeeEmployeeCnt
Central America and the CaribbeanProgram ServicesSTUDENT STUDY ABROAD$13,220
East Asia and the PacificProgram ServicesSTUDENT STUDY ABROAD$568,718
Europe (Including Iceland and Greenland)Program ServicesSTUDENT STUDY ABROAD$2,310,841
South AmericaProgram ServicesSTUDENT STUDY ABROAD$117,759
Sub-Saharan AfricaProgram ServicesELECTIVE ABROAD$30,372
East Asia and the PacificProgram ServicesELECTIVE ABROAD$226,698
Europe (Including Iceland and Greenland)Program ServicesELECTIVE ABROAD$330,163
Middle East and North AfricaProgram ServicesELECTIVE ABROAD$43,718
South AmericaProgram ServicesELECTIVE ABROAD$65,247
Central America and the CaribbeanInvestments$46,843,768
East Asia and the PacificProgram ServicesEXECUTIVE EDUCATION$602,22326
Europe (Including Iceland and Greenland)Program ServicesEXECUTIVE EDUCATION$274,48615
Middle East and North AfricaProgram ServicesEXECUTIVE EDUCATION$206,50810
North AmericaProgram ServicesEXECUTIVE EDUCATION$92,4168
Russia and the Newly Independent StatesProgram ServicesEXECUTIVE EDUCATION$51,4342
South AsiaProgram ServicesEXECUTIVE EDUCATION$37,6373
South AmericaProgram ServicesEXECUTIVE EDUCATION$456,3548
South AsiaFundraisingDEVELOPMENT$7,504
East Asia and the PacificFundraisingDEVELOPMENT$72,249
Europe (Including Iceland and Greenland)FundraisingDEVELOPMENT$20,912
North AmericaFundraisingDEVELOPMENT$7,091
South AmericaFundraisingDEVELOPMENT$2,867
FieldValueIRS element (for citing)
Subtotal Employees72SubtotalEmployeesCnt
Total Employee72TotalEmployeeCnt
Subtotal Spent$52,271,562SubtotalSpentAmt
Continuation Spent$110,623ContinuationSpentAmt
Total Spent$52,382,185TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE F, PART I, LINE 3FormAndLineReferenceDesc
ExplanationALL THE NUMBERS ARE BASED ON THE AMOUNTS ASSOCIATED WITH THE ACTIVITY ON THE ORGANIZATION'S TRIAL BALANCE.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1PRESIDENTS CUPEvent1Nm
Gross Receipts Event1$98,140GrossReceiptsEvent1Amt
Charitable Contri Event1$69,496CharitableContriEvent1Amt
Gross Revenue Event1$28,644GrossRevenueEvent1Amt
Rent Facility Costs Event1$24,107RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$7,056OtherDirectExpensesEvent1Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Total$98,140GrossReceiptsTotalAmt
Charitable Contributions Tot$69,496CharitableContributionsTotAmt
Gross Revenue Total Events$28,644GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$24,107RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$7,056OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$31,163DirectExpenseSummaryEventsAmt
Net Income Summary-$2,519NetIncomeSummaryAmt

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line1231 FOREST STREETAddressLine1Txt
CityBABSON PARKCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02457ZIPCd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeINSTITUTIONAL GRANTS/SCHOLARSHIPGrantTypeTxt
Recipient1484RecipientCnt
Cash Grant$42,127,067CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE I, PART I, LINE 2THE PROCEDURES FOR NEED-BASED AWARDS INCLUDE REVIEW AND RESOLUTION OF ALL FEDERAL-PROCESSOR-IDENTIFIED ELIGIBILITY CONFLICTS, AND 100% VERIFICATION OF REPORTED PARENT AND STUDENT INCOMES. FOR ALL FUNDS, THERE IS A SEPARATION OF THE AWARDING AND DISBURSEMENT FUNCTIONS (DIFFERENT INDIVIDUALS RESPONSIBLE FOR EACH), MONTHLY RECONCILIATIONS BETWEEN STUDENT ACCOUNTS AND THE COLLEGE'S GENERAL LEDGER, AND AN ANNUAL AUDIT IN ACCORDANCE WITH OMB CIRCULAR A-133.
SCHEDULE I, PART IIITHE CASH GRANT IS REFLECTED ON STUDENTS' ACCOUNTS.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssfalseWrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgYes (true)CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionYes (true)InitialContractExceptionInd
Rebuttable Presumption ProcYes (true)RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DR KERRY HEALEY
TRUSTEE/PRESIDENT$632,172$0$0$0$91,526$0$29,430$0$32,380$0$785,508$0$0$0
GORDON PRICHETT
FORMER PROVOST-INTERIM$175,514$0$0$0$19,545$0$18,630$0$298$0$213,987$0$0$0
MARNI ALLEN
ASSISTANT CLERK$140,752$0$0$0$97$0$13,549$0$291$0$154,689$0$0$0
EDWARD CHIU
SR. VP OF ADVANCEMENT$359,999$0$10,950$0$8,384$0$26,997$0$9,918$0$416,248$0$0$0
KATHERINE CRAVEN
CHIEF ADMIN OFFICER$359,840$0$18,375$0$18,392$0$29,430$0$628$0$426,665$0$0$0
MICHAEL JOHNSON
PROVOST (START 7/16)$188,125$0$0$0$8,755$0$4,250$0$1,180$0$202,310$0$0$0
MICHAEL LAYISH
VP GEN COUN/SECTRY(AS OF 2/17)$167,472$0$6,732$0$154$0$19,008$0$28,675$0$222,041$0$0$0
MARY ROSE
VP FOR CAMPUS & COMMUN AFFAIRS$236,804$0$7,875$0$19,719$0$29,430$0$24,028$0$317,856$0$0$0
JANICE BELL
MANAGING DIR OF BABSON GLOBAL$350,803$0$50,000$0$3,726$0$29,430$0$1,619$0$435,578$0$0$0
HEIDI NECK
PROFESSOR$377,571$0$3,000$0$272$0$21,691$0$18,494$0$421,028$0$0$0
ANDREW L ZACHARAKIS
PROFESSOR$369,932$0$3,000$0$447$0$23,026$0$30,481$0$426,886$0$0$0
RICHARD BLISS
PROFESSOR$375,731$0$2,000$0$853$0$23,377$0$9,259$0$411,220$0$0$0
JAY A RAO
PROFESSOR$366,828$0$0$0$338$0$18,253$0$27,590$0$413,009$0$0$0
DIANA ZAIS
VP FOR DEVELOPMENT SEE SCH O$218,339$0$0$0$929$0$25,151$0$29,082$0$273,501$0$0$0
CAROL HACKER
VP ALUMNI & FRIENDS SEE SCH O$152,634$0$0$0$395$0$16,274$0$7,327$0$176,630$0$0$0
DONNA BONAPARTE
VP FOR HR SEE SCH O$236,577$0$0$0$1,509$0$26,419$0$9,640$0$274,145$0$0$0
JONATHAN MOLL
VP GEN COUN/SECTRY(UNTIL 2/17)$306,880$0$9,360$0$1,378$0$29,430$0$22,255$0$369,303$0$0$0
JANE EDMONDS
VP PROG & COMM OUT SEE SCH O$146,919$0$0$0$618$0$15,501$0$4,707$0$167,745$0$0$0
ELAINE EISENMAN
DEAN OF BEE (UNTIL 8/16)$249,431$0$0$0$152,567$0$24,168$0$16,080$0$442,246$0$0$0
ALFRED NANNI
FACULTY$231,837$0$0$0$2,507$0$24,119$0$13,916$0$272,379$0$0$0
SHAHID ANSARI
CEO BABSON GLOBAL$394,961$0$50,000$0$20,393$0$29,430$0$601$0$495,385$0$0$0
PHILLIP KNUTEL
CIO SEE SCH O$253,144$0$0$0$18,421$0$29,430$0$18,091$0$319,086$0$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1AFIRST-CLASS TRAVEL: COLLEGE POLICIES ALLOW THE PRESIDENT TO TRAVEL FIRST-CLASS UNDER CERTAIN CIRCUMSTANCES FOR BUSINESS PURPOSES. HOUSING ALLOWANCE AND PERSONAL SERVICES: THE PRESIDENT IS REQUIRED TO LIVE IN CAMPUS HOUSING AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF BABSON COLLEGE. THE FAIR MARKET VALUE OF THE HOUSING AND ANY CLEANING SERVICES, IF PROVIDED, ASSOCIATED WITH THE PROPERTY ARE INCLUDED AS A NONTAXABLE BENEFIT. GROSS-UP PAYMENTS: IN CONNECTION WITH THE COLLEGE'S NONQUALIFIED 457(F) ARRANGEMENT WITH ITS PRESIDENT, THE COLLEGE MADE CERTAIN TAX PAYMENTS ON THE PRESIDENT'S BEHALF. THESE PAYMENTS ARE TREATED AS TAXABLE AND ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B(III). HEALTH OR SOCIAL CLUB: THE PRESIDENT RECEIVED AN ANNUAL MEMBERSHIP TO A LOCAL COUNTRY CLUB FOR BUSINESS USE RELATED TO THE COLLEGE. SCHEDULE J, PART I, LINE 1B ALL OF THE ITEMS CHECKED ABOVE ARE INCLUDED AS PART OF THE INDIVIDUAL'S EMPLOYMENT CONTRACT AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. SCHEDULE J, PART I, LINE 4A ELAINE EISENMAN SEPARATED FROM THE COLLEGE IN AUGUST 2016. IN CONNECTION WITH HER SEPARATION, SHE WILL RECEIVE SALARY CONTINUATION THROUGH JUNE 2017. TOTAL PAYMENTS OF $150,885 RECEIVED UNDER THIS AGREEMENT IN 2016 ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III).
SCHEDULE J, PART I, LINE 4BEFFECTIVE JULY 1, 2013 THE COLLEGE ENTERED INTO A NON-QUALIFIED SECTION 457(F) ARRANGEMENT WITH ITS PRESIDENT. UNDER THE TERMS OF THE PLAN, THE PRESIDENT WILL RECEIVE A CREDIT TO HER ACCOUNT OF NO LESS THAN $52,500 FOR EACH PLAN YEAR SHE HOLDS THE TITLE OF THE PRESIDENT OF THE COLLEGE ON JUNE 30TH OF SUCH PLAN YEAR. AMOUNTS AWARDED UNDER THE PLAN ARE 100% VESTED AT THE TIME OF THE AWARD. $52,500 WAS CREDITED IN 2016 AND IS INCLUDED IN SCHEDULE J, PART II, COLUMN B (III).
SCHEDULE J, PART I, LINE 5ONE KEY EMPLOYEE HAS AN INCENTIVE PLAN BASED ON THE PERFORMANCE OF CERTAIN PROGRAMS AT THE COLLEGE.
SCHEDULE J, PART I, LINE 7CERTAIN LISTED INDIVIDUALS MAY RECEIVE A NON-FIXED PAYMENT BONUS. ALL BONUSES ARE APPROVED BY THE PRESIDENT AND REVIEWED BY HUMAN RESOURCES.
SCHEDULE J, PART I, LINE 8DR. KERRY HEALEY IS UNDER HER INITIAL CONTRACT WITH BABSON COLLEGE.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MA DEVELOPMENT FINANCE AGENCY (2007A)
A04343181457583RSCO2007-10-04$21,336,830SEE PART VIfalsefalsefalse
MA DEVELOPMENT FINANCE AGENCY (2008A)
B04343181457583RUW32008-04-17$36,475,000SEE PART VIfalsefalsefalse
MA DEVELOPMENT FINANCE AGENCY (2011A)
C04343181457583UGH52011-07-07$14,518,050SEE PART VIfalsefalsefalse
MA DEVELOPMENT FINANCE AGENCY (2013)
D0434318140000000002013-07-17$35,000,000SEE PART VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$6,845,000$12,640,000$21,336,830$0$0$0$315,976$242,000$0$0$20,778,854$02007Yes (true)falseYes (true)Yes (true)
B$7,755,000$0$36,475,000$0$0$0$250,504$29,208$0$0$36,195,288$02008Yes (true)falseYes (true)Yes (true)
C$5,850,000$0$14,518,050$0$0$0$243,275$0$0$0$14,274,775$02011Yes (true)falseYes (true)Yes (true)
D$2,759,583$0$35,059,260$0$0$0$118,081$0$0$34,941,179$0$02014falsefalseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0.007000.000000.00700falsefalsefalseYes (true)
Bfalsefalsefalsefalse0.000000.000000.00000falsefalsefalseYes (true)
Cfalsefalsefalsefalse0.000000.000000.00000falsefalsefalseYes (true)
Dfalsefalsefalsefalse0.011000.000000.01100falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePct
0
AfalsefalseYes (true)Yes (true)falsefalsefalsefalsefalse0falseYes (true)
GOLDMAN SACHS
BfalsefalseYes (true)Yes (true)Yes (true)Yes (true)falsefalse0falseYes (true)25.
0
CfalsefalseYes (true)Yes (true)falsefalsefalse0falseYes (true)
0
DfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE K, PART I, BOND ISSUES:FormAndLineReferenceDesc
ExplanationSCHEDULE K, PART I, COLUMN A, ISSUER NAME: MA DEVELOPMENT FINANCE AGENCY (2007A) SCHEDULE K, PART I, COLUMN F, DESCRIPTION OF PURPOSE: REFINANCE DEBT(1997A) FOR THE CONSTRUCTION OF SORENSON & THE CHAPEL. SCHEDULE K, PART I, COLUMN A, ISSUER NAME: MA DEVELOPMENT FINANCE AGENCY (2008A) SCHEDULE K, PART I, COLUMN F, DESCRIPTION OF PURPOSE: REFINANCE DEBT(2002A) FOR THE NEW ASTROTURF ATHLETIC FIELD AND ETC SCHEDULE K, PART I, COLUMN A, ISSUER NAME: MA DEVELOPMENT FINANCE AGENCY (2011A) SCHEDULE K, PART I, COLUMN F, DESCRIPTION OF PURPOSE: REFINANCE DEBT(1998A) BLANK CENTER SCHEDULE K, PART I, COLUMN A, ISSUER NAME: MA DEVELOPMENT FINANCE AGENCY (2013) SCHEDULE K, PART I, COLUMN F, DESCRIPTION OF PURPOSE: NEW BUILDING, MISC. PROJECT SCHEDULE K, PART I, COLUMN A, ISSUER NAME: MA DEVELOPMENT FINANCE AGENCY (2015A) SCHEDULE K, PART I, COLUMN F, DESCRIPTION OF PURPOSE: REFINANCE DEBT (2005A) AND (2007A) SCHEDULE K, PART I, COLUMN B, ISSUER NAME: MA DEVELOPMENT FINANCE AGENCY (2015B) SCHEDULE K, PART I, COLUMN F, DESCRIPTION OF PURPOSE: RENO RESIDENCE HALLS NEW ATHLETIC CENTER SCHEDULE K, PART II, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE FOR THE 2013 AND 2015B BONDS DUE TO INVESTMENT EARNINGS ON THE PROJECT FUND SCHEDULE K, PART IV, LINE 2C, THE REBATE COMPUTATION DATES: MA DEVELOPMENT FIN AGENCY (2007A) - OCTOBER, 2014 MA DEVELOPMENT FIN AGENCY (2008A) - APRIL, 2015 MA DEVELOPEMNT FIN AGENCY (2011A) - JULY, 2014ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MA DEVELOPMENT FINANCE AGENCY (2015A)
A04343181457584XCC32015-08-05$26,750,183SEE PART VIfalsefalsefalse
MA DEVELOPMENT FINANCE AGENCY (2015B)
B0434318140000000002015-08-28$37,000,000SEE PART VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndSubstantial CompletionSubstantialCompletionYr
A$315,000$0$26,750,183$0$0$12,974,019$312,136$0$0$0$13,464,028$0Yes (true)Yes (true)falseYes (true)
B$1,265,346$0$37,008,044$0$0$0$246,942$0$0$27,631,105$0$9,129,997falsefalsefalseYes (true)2017

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalseYes (true)Yes (true)false0.005000.000000.00500falsefalsefalseYes (true)
Bfalsefalsefalsefalse0.000000.000000.00000falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)
0
BfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
JANICE BELL
SPOUSE OF FORMER PROVOST$435,578FACULTY WAGESfalse
GILBANE CONSTRUCTION
TRUSTEE IS OWNER$1,011,445CONSTRUCTION SERVICESfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE L, PART IV, BUSINESS TRANSACTION INVOLVING INTERESTED PERSONSFormAndLineReferenceDesc
Explanation(A) NAME OF PERSON: JANICE BELL (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: SPOUSE OF THE FORMER PROVOST (C) AMOUNT OF TRANSACTION $435,578 (D) DESCRIPTION OF TRANSACTION: FACULTY WAGES PAID (E) SHARING OF ORGANIZATION REVENUES? - NO (A) NAME OF PERSON: GILBANE CONSTRUCTION (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: TRUSTEE IS OWNER (C)AMOUNT OF TRANSACTION: $1,011,445 (D)DESCRIPTION OF TRANSACTION: CONSTRUCTION SERVICES - TRANSACTION BETWEEN BABSON COLLEGE AND GILBANE CONSTRUCTION WAS REVIEWED USING NORMAL PROCUREMENT PROCEDURES. TRANSACTION WAS ARMS-LENGTH AND AT FAIR MARKET VALUE (E) SHARING OF ORGANIZATION REVENUES? - NOExplanationTxt

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution35ContributionCnt
Noncash Contributions Rpt F990$702,422NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVG. OF HI&LOW-DATEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, LINE 32BFormAndLineReferenceDesc
ExplanationBABSON UTILIZES THE SERVICES OF A BROKER TO SELL DONATED SECURITIES. COLUMN (B): BABSON USED THE NUMBER OF CONTRIBUTIONS RECEIVED FOR COLUMN (B).ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1ORGANIZATION'S MISSION BABSON COLLEGE EDUCATES ENTREPRENEURIAL LEADERS WHO CREATE GREAT ECONOMIC AND SOCIAL VALUE EVERYWHERE. BABSON COLLEGE IS A GLOBAL LEADER IN MANAGEMENT EDUCATION WITH APPROXIMATELY 2100 UNDERGRADUATE AND 900 GRADUATE ENROLLMENT. OUR INNOVATIVE CURRICULA CHALLENGE STUDENTS TO THINK CREATIVELY AND ACROSS DISCIPLINARY BOUNDARIES. WE CULTIVATE THE WILLINGNESS TO TAKE AND MANAGE RISK, THE ABILITY TO ENERGIZE OTHERS TOWARD A GOAL, AND THE COURAGE TO ACT RESPONSIBLY. OUR STUDENTS UNDERSTAND THAT LEADERSHIP REQUIRES BOTH TECHNICAL KNOWLEDGE AND A SOPHISTICATED APPRECIATION OF INSTITUTIONS, SOCIETIES, CULTURES, AND THE SELF. THEY WELCOME THE CHALLENGE OF LEARNING CONTINUOUSLY AND TAKING RESPONSIBILITY FOR THEIR CAREERS. OUR STUDENTS WILL BE KEY CONTRIBUTORS IN ESTABLISHED ENTERPRISES AS WELL AS EMERGING VENTURES.
FORM 990, PART VI, SECTION A, LINE 1PURSUANT TO THE ORGANIZATION'S BYLAWS, THE BOARD OF TRUSTEES SHALL HAVE AN EXECUTIVE COMMITTEE WHICH SHALL CONSIST OF THE PRESIDENT OF THE CORPORATION, THE CHAIRPERSON OF THE BOARD OF TRUSTEES, THE VICE CHAIRPERSON(S) OF THE BOARD OF TRUSTEES, THE CHAIRPERSON-ELECT OF THE BOARD OF TRUSTEES AND SUCH OTHER TRUSTEES AS SHALL BE APPOINTED BY THE CHAIRPERSON OF THE BOARD OF TRUSTEES OF THE CORPORATION FOR TERMS OF ONE (1) YEAR, BUT ANY MEMBER MAY BE REAPPOINTED. DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, SUBJECT TO SUCH LIMITATIONS AS MAY BE PRESCRIBED BY RESOLUTION OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE SHALL HAVE GENERAL SUPERINTENDENCE AND ADMINISTRATION OF THE CURRENT MANAGEMENT OF THE AFFAIRS OF THE CORPORATION, AND MAY EXERCISE ALL THE AUTHORITY OF THE BOARD OF TRUSTEES WITH RESPECT THERETO INCLUDING THE POWER TO AUTHORIZE THE SEAL OF THE CORPORATION TO BE AFFIXED TO ALL PAPERS THAT MAY REQUIRE IT. FORM 990, PART VI, SECTION A, LINE 2 TRUSTEE JOHN JOHNSON AND ERIC JOHNSON HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS PREPARED INTERNALLY AND REVIEWED BY MANAGEMENT AND PRICEWATERHOUSECOOPERS, LLP "PWC". THE FULL 990 RETURN, INCLUDING SCHEDULE B, IS THEN REVIEWED BY SENIOR MANAGEMENT AND THE AUDIT COMMITTEE. THE FINAL FORM 990, WITH THE EXCEPTION OF SCHEDULE B, IS THEN MADE AVAILABLE TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. SCHEDULE B IS AVAILABLE TO ANY MEMBER OF THE BOARD OF TRUSTEES UPON REQUEST. PWC SIGNS THE RETURN AS PAID PREPARER.
FORM 990, PART VI, SECTION B, LINE 12CEACH YEAR ALL TRUSTEES ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST QUESTIONNAIRE AND STATEMENT OF COMPLIANCE. THEIR RESPONSE TO THE QUESTIONNAIRE IS REVIEWED BY MANAGEMENT. IN ADDITION, PAYROLL AND VENDOR FILES ARE REVIEWED FOR THE EXISTENCE OF TRANSACTIONS WITH RELATED PARTIES. IF A CONFLICT OCCURS, THE BOARD MEMBER WILL RECUSE HIM OR HERSELF FROM ANY MATTERS RELATING TO THE TRANSACTION.
FORM 990, PART VI, SECTION B, LINE 14CURRENTLY THE COLLEGE HAS A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY, BUT HAS NOT BEEN APPROVED BY THE BOARD OF TRUSTEES OR A COMMITTEE OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION FOR THE PRESIDENT, OFFICERS, AND KEY EMPLOYEES OF THE COLLEGE IS REVIEWED BY HUMAN RESOURCES AT LEAST ONCE A YEAR. THIS REVIEW INCLUDES COMPARING RELEVANT, INDEPENDENT MARKET COMPENSATION AND IS DOCUMENTED. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS PROVIDED APPROPRIATE INFORMATION INCLUDING A RECOMMENDATION FOR COMPENSATION (OR INCREASE IN COMPENSATION). ANY CHANGES TO COMPENSATION FOR THE PRESIDENT, OFFICERS AND KEY EMPLOYEES IS APPROVED BY THIS COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19BABSON COLLEGE'S FINANCIAL STATEMENTS CAN BE FOUND AT WWW.BABSON.EDU. BABSON DOES NOT MAKE AVAILABLE TO THE PUBLIC OUR CONFLICT OF INTEREST POLICY, OR OTHER GOVERNING DOCUMENTS.
FORM 990, PART VII, SECTION AMARLA M. CAPOZZI RECEIVES NO COMPENSATION FOR HOLDING THE POSITION OF TRUSTEE. ALL OF HER COMPENSATION WAS FOR HER SERVICE AS AN ADJUNCT LECTURER. ALFRED NANNI AND SHAHID ANSARI ARE FORMER PROVOSTS OF BABSON COLLEGE. EFFECTIVE JANUARY 2016, BABSON COLLEGE AMENDED ITS BYLAWS TO RE-CLASSIFY CERTAIN POSITIONS. AS SUCH, THEY WILL NO LONGER BE CLASSIFIED AS OFFICERS AND GOING FORWARD WILL BE LISTED AS FORMER OFFICERS.
FORM 990, PART XII, LINE 2CTHE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT. THE COMMITTEE REVIEWS AND APPROVES THE AUDITED FINANICAL STATEMENTS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1BABSON GLOBAL INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1231 FOREST STREETAddressLine1Txt
CityBABSON PARKCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02457ZIPCd
FieldValueIRS element (for citing)
EIN271642647EIN
Primary ActivitiesSUPPT ORGPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Exempt Code Section509(A)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 11A, IPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1BABSON COLLEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE REMAINDER UNITRUST (2)BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE LINCOLN STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02111ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesFUNDRAISINGPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeTRUSTEntityTypeTxt
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationYes (true)DivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BABSON GLOBAL INC
L$2,967,271COST PLUS OVERH
BABSON GLOBAL INC
NINCL IN ABOVE
BABSON GLOBAL INC
S$1,200,000ACTUAL COST