2018-05-15T09:54:16-07:00 2017-06-30 990 2016-07-01 042103639 WHEELOCK COLLEGE WHEE 6178792000 200 The Riverway Boston MA 022154176 Anne Marie Martorana V.P. & C.F.O. 6178792119 2018-05-16 69.43.106.2 2016 2021-01-29 14:40:06Z David J Chard 200 Riverway Boston MA 02215 50419522 0 X www.wheelock.edu X 1888 MA Wheelock College, a private college with a public mission, is recognized as a national leader in its professional fields - child life, social work, and education. Wheelock carries out this mission by providing a sound education in the arts and sciences and in the professions. The College offers outstanding professional preparation in education, child life, and social work. The Wheelock mission is sustained by the College academic programs and by involvement in the life of many communities. Wheelock academic programs give the students a rigorous education in the arts and sciences while enabling students to become informed and empathic professionals. A curriculum with a multicultural dimension prepares students to work with children and families, to be responsible citizens, and to help create a just society. Through demanding and responsive teaching, faculty members inspire students to become informed and contributing citizens. 27 27 933 140 338553 -107975 3805892 3232169 45749236 42618639 1529493 1754221 1901579 2785306 52986200 50390335 12598257 12275758 0 0 23788477 24312073 0 0 708227 19208136 18574870 55594870 55162701 -2608670 -4772366 137783373 139653229 44638237 45431582 93145136 94221647 Wheelock's mission is to improve the lives of children and families. As a private college with a public mission, Wheelock College strives to be the premier college that educates people to create a safe, caring, and just world for all children and families. Wheelock College cultivates a passion for learning among all members of its community. We are a diverse learning community whose members respect differences among people, their ideas, and their ways of acting in the world. 0 0 31595433 12275758 35344866 Social Science and Related Studies: Instructional programs for undergraduate and graduate students in the areas of education, social work and child life. Programs include classroom instruction as well as practical experience at school and social service agencies. 4324519 0 176852 Support services for undergraduate and graduate students including student activities, residence life staff and programs, mental health counseling services, athletic programs, and numerous other administrative support services for students. 7221573 0 7235535 Housing Programs:Expenses incurred for resident students that provides students with the additional time to extend their education experience beyond the classroom. 1017951 0 804062 Personal Social Services: Expenses incurred in connection with sponsored activities such as: research, public service and student internships. 1017951 0 804062 44159476 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 1 1 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 1 1 0 0 0 1 285 0 1 933 1 1 1 1 SN 0 0 0 1 1 0 0 0 0 X 27 27 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 MA X Anne Marie Martorana 6178792231 200 The Riverway Boston MA 02215 Barbara Sallick Chair of the Board 3 0 X X 0 0 0 Kate Taylor Chair of the Board 3 0 X X 0 0 0 Susan Simon Chair of the Corporation 3 0 X X 0 0 0 Daniel Stern Terris Vice Chair of the Board of Trustees 3 0 X X 0 0 0 Elizabeth Cluett Thors Treasurer of the Corporation 3 0 X X 0 0 0 Ranch C Kimball Clerk of the Corporation 3 0 X X 0 0 0 Judith Parks Anderson Board Member 3 0 X 0 0 0 Stephanie Bennett-Smith Board Member 3 0 X 0 0 0 Lisa McCabe Biagetti Board Member 3 0 X 0 0 0 Joyce Butler Board Member 3 0 X 0 0 0 Patricia S Cook Board Member 3 0 X 0 0 0 Katherine Clunis D'Andrea Board Member 3 0 X 0 0 0 Paula Davison Board Member 3 0 X 0 0 0 Sally Edmonds Board Member 3 0 X 0 0 0 Fred K Foulkes Board Member 3 0 X 0 0 0 Elizabeth H Gerlach Board Member 3 0 X 0 0 0 John Jackson Board Member 3 0 X 0 0 0 Edward H Ladd Board Member 3 0 X 0 0 0 Robert Lincoln Board Member 3 0 X 0 0 0 Beverly Tarr Mattatall Board Member 3 0 X 0 0 0 Karen Mutch-Jones Board Member 3 0 X 0 0 0 Joanna Sharkey Oshman Board Member 3 0 X 0 0 0 Matthew Pearson Board Member 3 0 X 0 0 0 Shannon Pittman Board Member 3 0 X 0 0 0 Linda B Port Board Member 3 0 X 0 0 0 Elizabeth Seagers Board Member 3 0 X 0 0 0 Kathy Simons Board Member 3 0 X 0 0 0 Ellen Skove Board Member 3 0 X 0 0 0 Karen Steffensen Sturges Board Member 3 0 X 0 0 0 Scott Wennerholm Board Member 3 0 X 0 0 0 Leverett Lee Wing Board Member 3 0 X 0 0 0 David Chard President 40 0 X 158489 0 50987 Adrian Haugabrook VP for Enrollment Magagement 40 0 X 191342 0 11629 Anne Marie Martorana Vice President - Chief Financial Officer 40 0 X 207472 0 23212 Jennifer Rice VP for Institutional Advancement 40 0 X 181492 0 10795 Roy Schifilliti Vice President 40 0 X 216043 0 26725 Detris Honora Adelabu Dean, School of Arts and Sciences 40 0 X 139558 0 24973 Beth Fredericks Executive Director for Wheelock College - Singapore Programs and Partnerships 40 0 X 142510 0 22641 Jonathan Lapierre Director of IT 40 0 X 132480 0 20029 Shirley Malone-Fenner Dean of Arts & Sciences 40 0 X 154200 0 30815 Marta Rosa Senior Director Government Affairs 40 0 X 165298 0 7656 Jackie JenkinsScott Former President 40 0 X 336440 0 58525 2025324 0 287987 25 1 1 0 Sodexo Inc & Affiliates PO Box 360170 Pittsburgh PA 15251 Food Service Provider 1951817 Northeast Security 265 Washington Street Westwood MA 02090 Public Safety 583084 Integrated Multimedia Solutions 19 Crosby Drive Bedford MA 01730 Communications Systems 249903 Vertec Corporation 180 Main Street North Easton MA 02356 Construction 193967 Hirsch Roberts Weinstein LLP 24 Federal Street 12th Floor Boston MA 02110 Legal Counsel 179861 13 0 0 123611 0 188899 2919659 500513 3232169 Tuition 611310 34350376 34350376 0 0 Dorm and Dining Fees 611310 7235535 7235535 0 0 Interest Income 611310 39760 39760 0 0 Wheelock Family Theatre Revenues 611310 992968 992968 0 0 0 0 0 0 42618639 797017 0 7371 789646 28493 0 0 28493 0 0 0 0 1858697 0 0 0 1858697 0 1858697 0 331182 1527515 928711 0 0 0 928711 0 928711 0 0 928711 13120 123611 29187 -16067 0 -16067 0 0 0 0 0 0 0 0 0 0 0 0 Miscellaneous fees 611310 941154 941154 0 0 Perkins loan cancellation fees 611310 1522 1522 0 0 0 0 0 0 942676 50390335 43561315 338553 3258298 0 0 12236258 12236258 39500 39500 1281404 211166 865295 204943 0 0 0 0 19108035 15472202 3297428 338405 747290 605097 128957 13236 1902477 1540478 328306 33693 1272867 1030669 219656 22542 0 0 0 0 372374 0 372374 0 101085 0 101085 0 0 0 0 0 0 0 216682 0 216682 0 2535014 1230884 1301940 2190 319521 63151 256370 0 1400751 635082 717105 48564 881666 86156 769225 26285 0 0 0 0 1953812 1465359 488453 0 708548 667394 34753 6401 0 0 0 0 44402 36795 7366 241 2036722 1812683 224039 0 0 0 0 0 3018221 2686217 332004 0 297099 152998 144101 0 Student Services 1659390 1579886 79504 0 Theatre Operation Expense 181061 181061 0 0 Functions, Events, Orientation 903671 553167 340883 9621 Educational vouchers 188620 188620 0 0 1756231 1684653 69472 2106 55162701 44159476 10294998 708227 650711 944116 7536881 7964641 549005 283753 1769535 1681002 0 0 0 0 847142 802040 0 0 753088 566068 117229619 49894197 69742516 67335422 28091487 27343928 21400239 26084104 0 0 6442769 6648155 137783373 139653229 2720436 4280239 0 0 2144510 2340688 38827904 37865268 0 0 0 0 0 0 0 0 945387 945387 44638237 45431582 X 49609642 47671838 10811196 12659371 32724298 33890438 93145136 94221647 137783373 139653229 X -4772366 5714945 0 0 0 133932 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 54454474 54454474 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 22270 0 0 0 22270 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 50019177 865157 7153592 0 3152967 0 54884959 53868729 1035291 -2471304 789835 1544379 79325 50019177 54359581 2355751 -531164 685167 1566469 63803 53868729 45694844 1866808 8871785 638300 1355148 80408 54359581 41926294 598501 5287223 603990 1424599 88585 45694844 0.28 0.52 0.2 1 0 0 2259132 2259132 0 99636402 35832719 63803683 0 0 0 0 0 15334085 14061478 1272607 0 0 0 0 67335422 Long/short equity funds 17153538 F Fixed income security funds 3534817 F International equity funds 5395749 F 26084104 0 Government advances for student loans 945387 945387 X 43775959 5714945 0 0 163119 5878064 37897895 216682 12275758 12492440 50390335 42699448 0 0 0 29187 29187 42670261 216682 12275758 12492440 55162701 Schedule D, Part V, Line 4 Wheelock's Endowment provides support for the day to day operations of the College including financial aid, scholarships, and furthering the mission of the College. Schedule D, Part X, Line 2 The College is recognized as an organization exempt from income tax under Section 501(c)(3) of the Internal Revenue Code. However, certain activities of exempt organizations, to the extent profitable, may be subject to Federal and state taxation as unrelated business income. Given the limited taxable activities of the College, management determined that disclosures relative to tax provisions are not necessary. The College accounts for the effect of any uncertain tax positions based on a "more likely than not" threshold to the recognition of the tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liablity for all uncertain tax positions. The College has identified its tax status as a tax exempt entity as its only significant tax position and has determined that such tax position does not result in an uncertainty requiring recognition. The College is not currently under examination by any taxing jurisdiction. The College's Federal and state income tax returns are generally open for examination for the past three years. Schedule D, Part XI, Line 2d Change in value of split-interest agreements of $133,932 and fundraising expenses of $29,187 Schedule D, Part XI, Line 4b Institutional Scholarships of $12,275,758. Schedule D, Part XII, Line 2d Fundraising expenses of $29,187. Schedule D, Part XII, Line 4b Institutional scholarships of $12,275,598 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 Wheelock College follows a racially nondiscriminatory policy as to students. The College publicizes its non-discrimination policy in its catalog and on its website. The College currently enrolls students of racial minority groups in meaningful numbers. Diversity and social justice are central to the mission of Wheelock College and these values permeate all aspects of the College's work. Schedule E, Part I, Line 6 The College received Title IV funds as well as federal and state grants and assistance. 1 East Asia and the Pacific 1 1 Program Services Degree programs operating in China and Singapore 260891 Central America and the Caribbean 1 1 Program Services Degree granting program operating in Barbados 82766 East Asia and the Pacific 1 1 Grantmaking Grants and scholarships 8000 Europe (including Iceland and Greenland) 0 0 Grantmaking Grants and scholarships 18000 Sub-Saharan Africa 0 0 Grantmaking Grants and scholarships 4500 South America 0 0 Grantmaking Grants and scholarships 9000 Central America and the Caribbean 0 0 Investments 7803309 3 3 8186466 Grants and scholarships for students studying abroad East Asia and the Pacific 1 0 credit at Bursar's Office 8000 credit at Bursar's Office fmv Grants and scholarships for students studying abroad Europe (including Iceland and Greenland) 5 0 credit at Bursar's Office 18000 credit at Bursar's Office fmv Grants and scholarships for students studying abroad South America 2 0 credit at Bursar's Office 9000 credit at Bursar's Office fmv Grants and scholarships for students studying abroad Sub-Saharan Africa 5 0 credit at Bursar's Office 4500 credit at Bursar's Office FMV 1 0 1 1 0 0 Schedule F, Part I, Line 2 Grants to students are made in accordance with Federal and institutional financial aid policies. The grant funds are used for academic course work for foreign study abroad. The Registrar's Office determines that academic standards are met before academic credit is received by the student. Passion for Action 136731 123611 13120 0 0 0 0 0 29187 0 0 136731 123611 13120 0 0 0 0 0 29187 29187 -16067 1 Grants and scholarships to attend Wheelock College 821 0 12236258 FMV Credits applied to the student's account at the Wheelock Bursar's Office. Schedule I, Part I, Line 2 Grants are made and monitored in accordance with Federal and institutional financial aid policies. Amounts are applied to student accounts as credits to the bill at the Bursar's Office to offset academic charges. X X X 1 1 X X X X X X 1 0 0 0 0 0 0 0 0 David Chard President 157868 0 0 0 621 0 8125 0 42862 0 209476 0 0 0 Adrian Haugabrook VP for Enrollment Magagement 190100 0 0 0 1242 0 9505 0 2124 0 202971 0 0 0 Anne Marie Martorana Vice President - Chief Financial Officer 205150 0 0 0 2322 0 20515 0 2697 0 230684 0 0 0 Jennifer Rice VP for Institutional Advancement 180250 0 0 0 1242 0 9012 0 1783 0 192287 0 0 0 Roy Schifilliti Vice President 128448 0 0 0 87595 0 7363 0 19362 0 242768 0 0 0 Detris Honora Adelabu Dean, School of Arts and Sciences 138837 0 0 0 722 0 7250 0 17722 0 164531 0 0 0 Beth Fredericks Executive Director for Wheelock College - Singapore Programs and Partnerships 142510 0 0 0 0 0 7466 0 15175 0 165151 0 0 0 Jonathan Lapierre Director of IT 132052 0 0 0 428 0 6908 0 13121 0 152509 0 0 0 Shirley Malone-Fenner Dean of Arts & Sciences 150743 0 0 0 3457 0 13200 0 17615 0 185015 0 0 0 Marta Rosa Senior Director Government Affairs 120466 0 0 0 44832 0 6672 0 984 0 172954 0 0 0 Jackie JenkinsScott Former President 296081 0 0 0 40359 0 16327 0 42198 0 394965 0 0 0 Schedule J, Part I, Line 1a Schedule J, Part I, Line 1a - Travel for companions: the former President's spouse traveled with the President from time to time on college business generally for fundraising events or donor visits. Gross-up payments: The College grosses up the annual adjustment for the personal use of the former President's college-provided vehicle. Gross-up payments are taxable. Housing allowance or residence for personal use: The President's contract and responsiblities require the President to reside in a college-owned home on the business premises of the College near campus. Housing and companion travel are not taxable. Schedule J, Part I, Line 4 Upon stepping down from their positions in 2017, Roy Schifilliti and Marta Rosa received payments of $68,383 and $30,177, respectively, in recognition of their years of service and contributions to Wheelock's mission. A Mass Development Finance Agency 043431814 57583RRE7 2007-09-27 5101993 Refinance MHEFA bonds and construction of campus 0 0 0 B Mass Development Finance Agency 043431814 57583RRF4 2007-09-27 17856977 Refinance MHEFA bonds and construction of campus 0 0 0 C Mass Development Finance Agency 043431814 57583RRG2 2007-09-27 19557642 Refinance MHEFA bonds and construction of campus 0 0 0 A 0 0 5101993 225514 196532 1953148 85937 0 0 2640862 0 0 2008 0 1 1 1 B 0 0 17856977 789301 687862 6836017 300778 0 0 9243019 0 0 2008 0 1 1 1 C 0 0 19557642 864472 753374 7487067 329423 0 0 10123306 0 0 2008 0 1 1 1 A 0 1 1 1 0 0.0147 0.0067 0.0214 0 0 1 B 0 1 1 1 0 0.0147 0.0067 0.0214 0 0 1 C 0 1 1 1 0 0.0147 0.0067 0.0214 0 0 1 A 0 0 0 1 0 0 1 AIG 30 1 0 1 B 0 0 0 1 0 0 1 AIG 30 1 0 1 C 0 0 0 1 0 0 1 AIG 30 1 0 1 A 1 B 1 C 1 Schedule K, Part IV, Line 2c-09/27/2007 5,101,993 Mass Development Finance The rebate calculation was performed in September of 2017. Schedule K, Part IV, Line 2c-09/27/2007 17,856,977 Mass Development Finance The rebate calculation was performed in September of 2017. Schedule K, Part IV, Line 2c-09/27/2007 19,557,642 Mass Development Finance The rebate calculation was performed in September of 2017. Contributor Contributor 1951817 Student meal plans and catering services 0 Contributor Contributor 583084 Public Safety Services 0 Contributor Contributor 193967 Construction services 0 Contributor Contributor 179861 Legal Services 0 X 25 500513 FMV on date of gift 0 0 1 0 Form 990, Part VI, Section A, Line 6 Potential new members of the Corporation are nominated by the Governance Committee. These nominees are voted on by the Corporation. The members of the Corporation have the right to participate in the College's governance by electing members of the Board of Trustees. Form 990, Part VI, Section A, Line 7a The members of the Corporation elect the Board of Trustees. Form 990, Part VI, Section B, Line 11b The Board of Trustees receives a copy of the full 990 (except for Schedule B) in order to review and have the opportunity to ask questions. Schedule B is omitted to preserve the anonymity of certain donors. The Board Chair reviews Schedule B to be aware of any potential conflicts that may exist. In addition the Audit Committe of the Board of Trustees reviews the draft (with the exception of Schedule B) in detail before it is finalized. Form 990, Part VI, Section B, Line 12c Each year the Vice President and Chief Financial Officer (VP & CFO) distributes a questionnaire to all officers, trustees and other employees covered by the policy. The questionnaires are completed and returned to the VP and CFO who summarizes the results. She then reports the results to the Chair of the Board of Trustees, the Chair of the Corporation, and the President so they are aware of any potential conflict. Any persons with a conflict may be prohibited from participating in deliberations and decisions relating to the matter. The Chair of the Board or the Chair of each committee of the Board is responsible for determining if an individual is barred from voting on a particular matter. Form 990, Part VI, Section B, Line 15 The review and approval of the President's compensation is done by the Chair of the Board and the Executive Committee of the Board of Trustees each year. None of these individuals had any conflict of interest with respect to this compensation. From time to time an independent consultant is also engaged to determine appropriate compensation particularly when a new contract is issued. Presidential compensation at similar colleges is reviewed to compare to the presidential compensation at Wheelock. The terms of the President's compensation package are approved and documented by the Executive Committee of the Board of Trustees. The Board approves any compensation increase or bonus to the officers and from time to time benchmarks compensation of key employees against peer institutions. In addition, the President annually benchmarks key employees' compensation against an annual industry survey. Form 990, Part VI, Section C, Line 19 Wheelock College makes its governing documents, conflict of interest policy, and financial statements available on its website and/or distributes its hard copies to the public upon request. Form 990, Part XI, Line 9 change in value of split interest agreements Emeriti Retiree Health Plan for Wheelock College 200 The Riverway Boston MA 02215 571194227 Retiree health plan MA 501(c)9 N/A 0 Wheelock College Alumni Association 200 The Riverway Boston MA 02215 042105865 Alumni association MA 503(c)3 III-O N/A 0 Charitable Remainder Trust (2) 200 The Riverway Boston MA 02215 Charitable Remainder Trust MA N/A T 1 Pooled Income Fund 200 The Riverway Boston MA 02215 Pooled Income Fund MA N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0