CLARK UNIVERSITY: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: CLARK UNIVERSITY (EIN 04-2111203)
Tax period: 2015-06-01 to 2016-05-31
Filed: 2017-02-01
IRS object ID: 201710329349300221
Schema version: 2015v3.0
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R
Reasonable Cause Explanation

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-02-01T08:38:15-07:00	ReturnTs
Tax Period End	2016-05-31	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2015-06-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042111203	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TRUSTEES OF CLARK UNIVERSITY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	TRUS	BusinessNameControlTxt
Phone	5087937499	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	950 Main Street	AddressLine1Txt
City	Worcester	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01610	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Katherine Cannon	PersonNm
Person Title	Controller	PersonTitleTxt
Phone	5087937455	PhoneNum
Signature	2017-02-01	SignatureDt

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	David Angel	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	950 Main Street	AddressLine1Txt
City	Worcester	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01610	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$193,203,441	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.clarku.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1887	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	Clark University's mission is to educate undergraduate and graduate students to be imaginative and contributing citizens of the world, and to advance the frontiers of knowledge and understanding through rigorous scholarship and creative effort.	ActivityOrMissionDesc
Voting Members Governing Body	30	VotingMembersGoverningBodyCnt
Voting Members Independent	30	VotingMembersIndependentCnt
Total Employee	2576	TotalEmployeeCnt
Total Volunteers	699	TotalVolunteersCnt
Total Gross UBI	$250,340	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$199,006	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$12,855,694	PYContributionsGrantsAmt
CY Contributions Grants	$14,799,651	CYContributionsGrantsAmt
PY Program Service Revenue	$136,137,831	PYProgramServiceRevenueAmt
CY Program Service Revenue	$142,371,464	CYProgramServiceRevenueAmt
PY Investment Income	$11,694,144	PYInvestmentIncomeAmt
CY Investment Income	$6,321,801	CYInvestmentIncomeAmt
PY Other Revenue	$970,778	PYOtherRevenueAmt
CY Other Revenue	$1,250,524	CYOtherRevenueAmt
PY Total Revenue	$161,658,447	PYTotalRevenueAmt
CY Total Revenue	$164,743,440	CYTotalRevenueAmt
PY Grants And Similar Paid	$58,115,662	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$61,265,039	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$64,711,799	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$67,169,151	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$58,638	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$26,876	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$5,151,577	CYTotalFundraisingExpenseAmt
PY Other Expenses	$37,324,071	PYOtherExpensesAmt
CY Other Expenses	$38,400,590	CYOtherExpensesAmt
PY Total Expenses	$160,210,170	PYTotalExpensesAmt
CY Total Expenses	$166,861,656	CYTotalExpensesAmt
PY Revenues Less Expenses	$1,448,277	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$2,118,216	CYRevenuesLessExpensesAmt
Total Assets BOY	$609,697,675	TotalAssetsBOYAmt
Total Assets EOY	$568,383,900	TotalAssetsEOYAmt
Total Liabilities BOY	$113,138,247	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$111,432,473	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$496,559,428	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$456,951,427	NetAssetsOrFundBalancesEOYAmt
Mission	Clark University's mission is to educate undergraduate and graduate students to be imaginative and contributing citizens of the world, and to advance the frontiers of knowledge and understanding through rigorous scholarship and creative effort. Clark fosters a commitment to excellence in studying traditional academic disciplines, as well as innovation in exploring questions that cross disciplinary boundaries.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$64,028,701	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$125,501,364	RevenueAmt
Desc	Instruction and academic support, with program expenditures of $64,028,701. Clark's fall 2015 enrollment consisted of 2,397 undergraduates and 1,088 graduate students. Our motto - and mission - is "Challenge Convention; Change Our World", and our faculty members work to inspire their students to utilize their liberal arts based education to make a real difference in the communities in which they live and work. We also have strong graduate programs, which include masters' level degrees and eight PhD programs.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$7,566,930	ExpenseAmt
Grant	$1,905,306	GrantAmt
Revenue	$0	RevenueAmt
Desc	Research, with program expenditures of $7,566,930 and grant contributions of $5,044,601. Clark is committed to a program of research and has a very professionally active faculty, virtually all of whom are engaged in sponsored or unsponsored research and creative activity. This includes grants to organizations of $701,140. Additionally, Clark provided funding to students to support their research and LEEP projects in the amount of $1,204,166.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$59,359,733	ExpenseAmt
Grant	$59,359,733	GrantAmt
Revenue	$0	RevenueAmt
Desc	Financial Aid, with expenditures/income offsets of $59,359,733. Clark is committed to being affordable to those students able to meet the high academic expectations of our faculty. Approximately 89% of undergraduate students receive some level of financial assistance, which is distributed on the basis of both merit and financial need.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmt	GrantGrantAmt	RevenueRevenueAmt	DescDesc
$12,828,092	$0	$14,706,479	Auxiliary Services includes providing high quality residence halls, food service, and book store services to Clark students. There are program expenditures of $12,828,092 and offsetting revenue of $14,706,479.
$12,704,161	$0	$3,183,495	Student Services programs support an environment for students that encourages them to become active, involved and responsible citizens in global communities. Resources are expended to provide support to students in achieving their non-academic goals and providing a balanced and healthy social environment.

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$25,532,253	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$0	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$17,889,974	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$156,487,617	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	Yes (1)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (1)	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	Yes (1)	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	Yes (1)	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	Yes (1)	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	6062	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	2576	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	30	GoverningBodyVotingMembersCnt
Independent Voting Member	30	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	Julie L Dolan	PersonNm
Phone	5087937455	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	950 Main Street	AddressLine1Txt
City	Worcester	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01610	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Jennifer Abrams
Trustee	2	0	Yes (X)	$0	$0	$0
Dimitry Anselme
Trustee	2	0	Yes (X)	$0	$0	$0
Jason M Barnett
Trustee	2	0	Yes (X)	$0	$0	$0
Andrew Brandman
Trustee	2	0	Yes (X)	$0	$0	$0
David Chaifetz
Trustee	2	0	Yes (X)	$0	$0	$0
Kevin Cherry
Trustee	2	0	Yes (X)	$0	$0	$0
Rebecca Colin
Trustee	2	0	Yes (X)	$0	$0	$0
Elyse Darefsky
Trustee	2	0	Yes (X)	$0	$0	$0
Mona Domosh
Trustee	2	0	Yes (X)	$0	$0	$0
Catherine Dunham
Trustee	2	0	Yes (X)	$0	$0	$0
Barbara Dyer
Trustee	2	0	Yes (X)	$0	$0	$0
Eric Epstein
Trustee	2	0	Yes (X)	$0	$0	$0
Richard Freeland
Trustee	2	0	Yes (X)	$0	$0	$0
Ross Gillman
Trustee	2	0	Yes (X)	$0	$0	$0
Wolfgang Hammes
Trustee	2	0	Yes (X)	$0	$0	$0
Daniel Hirsch
Trustee	2	0	Yes (X)	$0	$0	$0
Peter Klein
Trustee	2	0	Yes (X)	$0	$0	$0
Lawrence Landry
Trustee	2	0	Yes (X)	$0	$0	$0
John O'Brien
Trustee	2	0	Yes (X)	$0	$0	$0
Jodi Reiskind
Trustee	2	0	Yes (X)	$0	$0	$0
Vickie H Riccardo
Trustee	2	0	Yes (X)	$0	$0	$0
Steven Roberts
Trustee	2	0	Yes (X)	$0	$0	$0
Paul Saltzman
Trustee	2	0	Yes (X)	$0	$0	$0
Linda Savitsky
Trustee	2	0	Yes (X)	$0	$0	$0
Jeffrey Siegal
Trustee	2	0	Yes (X)	$0	$0	$0
Robert Stevenish
Trustee	2	0	Yes (X)	$0	$0	$0
Robert Stevenish II
Trustee	2	0	Yes (X)	$0	$0	$0
David Strassler
Trustee	2	0	Yes (X)	$0	$0	$0
Theresa Strempek
Trustee	2	0	Yes (X)	$0	$0	$0
Steven Swain
Trustee	10	0	Yes (X)	$0	$0	$0
Sumner Tilton
Trustee	2	0	Yes (X)	$0	$0	$0
Wendi J Trilling
Trustee	2	0	Yes (X)	$0	$0	$0
Ronald Walter
Trustee	2	0	Yes (X)	$0	$0	$0
Cynthia Wolpert
Trustee	2	0	Yes (X)	$0	$0	$0
David Angel
Officer	40	0		$361,231	$0	$47,503	Yes (X)
Katherine Cannon
Officer	40	0		$131,521	$0	$14,080	Yes (X)
Julie Dolan
Officer	40	0		$299,757	$0	$45,745	Yes (X)
John Foley
Officer	40	0.25		$152,129	$0	$15,332	Yes (X)
Davis Baird
Key Employee	40	0		$255,732	$0	$25,640		Yes (X)
Nancy Budwig
Key Employee	40	0		$197,074	$0	$22,368		Yes (X)
Paula David
Key Employee	40	0		$238,566	$0	$34,475		Yes (X)
William Fisher
Key Employee	40	0		$196,052	$0	$20,419		Yes (X)
Pennie Turgeon
Key Employee	40	0		$176,245	$0	$63,318		Yes (X)
Jeffrey Hite Gillooly
Key Employee	40	0		$174,957	$0	$26,217		Yes (X)
Matthew Malsky
Key Employee	40	0		$152,475	$0	$15,341		Yes (X)
Deborah Dwork
Faculty	40	0		$199,678	$0	$18,797			Yes (X)
Robert Johnston
Faculty	40	0		$193,652	$0	$35,336			Yes (X)
Catherine Usoff
Dean of Graduate School of Management	40	0		$254,320	$0	$40,518			Yes (X)
Jonathan Kappel
Exec Director of Principal Gifts	40	0		$204,368	$0	$24,180			Yes (X)
Donald Honeman
Dean of Admissions & Financial Aid	40	0		$181,450	$0	$18,624			Yes (X)
Denise Darrigrand
VP for Student Affairs & Dean of Students	40	0		$186,089	$0	$19,394				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,555,296	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$487,287	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	95	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Sodexo Inc Affiliates
9801 Washington Blvd	Gaithersburg	MD	20878	Food service management	$5,425,082
Consigli Construction Company
72 Sumner Street	Milford	MA	01757	construction	$2,601,132
RAD Corp
171 VFW Drive	Rockland	MA	02370	field site prep	$1,186,800
Greener U
480 Pleasant Street	Watertown	MA	02472	sustainability solutions	$865,437
Architerra Inc
68 Long Wharf	Boston	MA	02110	architectural services	$551,811

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	30	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$0	FederatedCampaignsAmt
Membership Dues	$0	MembershipDuesAmt
Fundraising	$0	FundraisingAmt
Related Organizations	$0	RelatedOrganizationsAmt
Government Grants	$3,933,891	GovernmentGrantsAmt
All Other Contributions	$10,865,760	AllOtherContributionsAmt
Noncash Contributions	$3,326,408	NoncashContributionsAmt
Total Contributions	$14,799,651	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Tuition and fees	611310	$125,987,567	$125,987,567	$0	$0
Geographic Software	443120	$495,646	$495,646	$0	$0
Housing	721310	$9,158,973	$9,158,973	$0	$0
Food Services	722310	$5,542,106	$5,542,106	$0	$0
All Other	900099	$1,187,172	$1,187,172	$0	$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$142,371,464	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,065,636	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$2,065,636	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$281	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$281	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$239,739	TotalRevenueColumnAmt
Related Or Exempt Func Income	$239,739	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$453,290	RealAmt
Personal	$0	PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$222,640	RealAmt
Personal	$0	PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$230,650	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$230,650	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$230,650	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$4,692,493	SecuritiesAmt
Other	$27,800,752	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,825,784	SecuritiesAmt
Other	$26,411,577	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$2,866,709	SecuritiesAmt
Other	$1,389,175	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,255,884	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$250,340	UnrelatedBusinessRevenueAmt
Exclusion	$4,005,544	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$0	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Energy Incentives/Grants	900099	$668,947	$668,947	$0	$0
Workers Comp Incentive/Rebates	900099	$111,188	$111,188	$0	$0

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$780,135	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$164,743,440	TotalRevenueColumnAmt
Related Or Exempt Func Income	$143,391,338	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$250,340	UnrelatedBusinessRevenueAmt
Exclusion	$6,302,111	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$424,861	TotalAmt
Program Services	$424,861	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$60,485,818	TotalAmt
Program Services	$60,485,818	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$354,360	TotalAmt
Program Services	$354,360	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$2,868,967	TotalAmt
Program Services	$1,317,337	ProgramServicesAmt
Management And General	$1,179,463	ManagementAndGeneralAmt
Fundraising	$372,167	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$51,180,838	TotalAmt
Program Services	$40,371,842	ProgramServicesAmt
Management And General	$8,800,178	ManagementAndGeneralAmt
Fundraising	$2,008,818	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$3,723,052	TotalAmt
Program Services	$2,895,588	ProgramServicesAmt
Management And General	$726,981	ManagementAndGeneralAmt
Fundraising	$100,483	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$5,840,249	TotalAmt
Program Services	$4,339,839	ProgramServicesAmt
Management And General	$1,282,356	ManagementAndGeneralAmt
Fundraising	$218,054	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$3,556,045	TotalAmt
Program Services	$2,781,594	ProgramServicesAmt
Management And General	$637,405	ManagementAndGeneralAmt
Fundraising	$137,046	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$1,462,387	TotalAmt
Program Services	$1,142,465	ProgramServicesAmt
Management And General	$182,001	ManagementAndGeneralAmt
Fundraising	$137,921	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$110,988	TotalAmt
Program Services	$9,949	ProgramServicesAmt
Management And General	$97,418	ManagementAndGeneralAmt
Fundraising	$3,621	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$205,338	TotalAmt
Program Services	$25,580	ProgramServicesAmt
Management And General	$175,298	ManagementAndGeneralAmt
Fundraising	$4,460	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$18,000	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$18,000	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$26,876	TotalAmt
Fundraising	$26,876	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,024,164	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$1,024,164	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,535,760	TotalAmt
Program Services	$1,676,118	ProgramServicesAmt
Management And General	$713,334	ManagementAndGeneralAmt
Fundraising	$146,308	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$461,397	TotalAmt
Program Services	$324,919	ProgramServicesAmt
Management And General	$104,933	ManagementAndGeneralAmt
Fundraising	$31,545	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,592,371	TotalAmt
Program Services	$2,665,153	ProgramServicesAmt
Management And General	$551,791	ManagementAndGeneralAmt
Fundraising	$375,427	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,564,323	TotalAmt
Program Services	$1,358,329	ProgramServicesAmt
Management And General	$26,308	ManagementAndGeneralAmt
Fundraising	$179,686	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$6,297	TotalAmt
Program Services	$6,297	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$4,619,548	TotalAmt
Program Services	$859,297	ProgramServicesAmt
Management And General	$3,737,660	ManagementAndGeneralAmt
Fundraising	$22,591	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,133,407	TotalAmt
Program Services	$1,889,992	ProgramServicesAmt
Management And General	$92,247	ManagementAndGeneralAmt
Fundraising	$151,168	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,365,523	TotalAmt
Program Services	$958,992	ProgramServicesAmt
Management And General	$133,015	ManagementAndGeneralAmt
Fundraising	$273,516	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$1,416,102	TotalAmt
Program Services	$1,322,308	ProgramServicesAmt
Management And General	$91,643	ManagementAndGeneralAmt
Fundraising	$2,151	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$8,085,233	TotalAmt
Program Services	$7,338,671	ProgramServicesAmt
Management And General	$648,167	ManagementAndGeneralAmt
Fundraising	$98,395	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$505,534	TotalAmt
Program Services	$1,853	ProgramServicesAmt
Management And General	$498,102	ManagementAndGeneralAmt
Fundraising	$5,579	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Study Abroad	$2,014,963	$2,014,963	$0	$0
Other Food Service-Auxiliary	$4,578,612	$4,628,979	-$51,643	$1,276
Other Expenses-Library Acqusitions	$1,460,193	$1,460,193	$0	$0
Other Expenses-Misc.	$1,069,280	$5,958,449	-$5,023,695	$134,526

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$171,170	TotalAmt
Program Services	$9,873,871	ProgramServicesAmt
Management And General	-$10,422,664	ManagementAndGeneralAmt
Fundraising	$719,963	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$166,861,656	TotalAmt
Program Services	$156,487,617	ProgramServicesAmt
Management And General	$5,222,462	ManagementAndGeneralAmt
Fundraising	$5,151,577	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$6,203,045	BOYAmt
EOY	$6,091,831	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$42,784,588	BOYAmt
EOY	$33,305,148	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$4,555,249	BOYAmt
EOY	$4,562,728	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$807,356	BOYAmt
EOY	$1,065,367	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$98,093	BOYAmt
EOY	$6,728,679	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$222,892	BOYAmt
EOY	$260,457	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,237,322	BOYAmt
EOY	$1,145,085	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$225,439,620	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$110,566,718	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$123,825,362	BOYAmt
EOY	$114,872,902	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$78,034,996	BOYAmt
EOY	$63,520,568	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$345,123,419	BOYAmt
EOY	$329,650,265	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$5,447,610	BOYAmt
EOY	$5,879,084	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$1,357,743	BOYAmt
EOY	$1,301,786	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$609,697,675	BOYAmt
EOY	$568,383,900	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$13,173,653	BOYAmt
EOY	$12,284,890	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$9,972,238	BOYAmt
EOY	$9,727,507	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$73,183,263	BOYAmt
EOY	$73,064,459	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$510,000	BOYAmt
EOY	$200,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$16,299,093	BOYAmt
EOY	$16,155,617	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$113,138,247	BOYAmt
EOY	$111,432,473	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$134,636,588	BOYAmt
EOY	$123,967,405	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$229,044,014	BOYAmt
EOY	$197,351,814	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$132,878,826	BOYAmt
EOY	$135,632,208	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$496,559,428	BOYAmt
EOY	$456,951,427	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$609,697,675	BOYAmt
EOY	$568,383,900	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$2,118,216	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$27,292,658	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	-$10,197,127	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$15,210,416	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$15,071,513	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$14,471,658	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$12,855,694	CurrentTaxYearMinus1YearAmt
Current Tax Year	$14,799,651	CurrentTaxYearAmt
Total	$72,408,932	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$15,210,416	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$15,071,513	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$14,471,658	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$12,855,694	CurrentTaxYearMinus1YearAmt
Current Tax Year	$14,799,651	CurrentTaxYearAmt
Total	$72,408,932	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$374,543	SubstantialContributorsTotAmt
Public Support Total170	$72,034,389	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$5,407,813	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,245,943	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,595,819	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,747,972	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,536,306	CurrentTaxYearAmt
Total	$19,533,853	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,083,858	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$110,050	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$75,327	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$458,800	CurrentTaxYearMinus1YearAmt
Current Tax Year	$250,340	CurrentTaxYearAmt
Total	$1,978,375	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$93,921,160	TotalSupportAmt
Gross Receipts Rltd Activities	$0	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.76697	PublicSupportCY170Pct
Public Support PY170	0.58150	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule A, Part II, Line 15	FormAndLineReferenceDesc
Explanation	In FY15, the public support percentage was calculated removing those contributions exceeding 2% of one year's support instead of those exceeding 2% of the five year cumulative support.This was corrected in FY16 and resulted in a higher level of public support. Under either calculation, Clark University qualifies as a publicly supported organization.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	Yes (1)	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (1)	DirectContactLegislatorsInd
Direct Contact Legislators	$31,611	DirectContactLegislatorsAmt
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	0	OtherActivitiesInd
Total Lobbying Expenditures	$31,611	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule C, Part II-B, Line 1	FormAndLineReferenceDesc
Explanation	Gerald D'Amico works with the University to make us aware of federal and state programs, the funding of which may be of assistance to Clark programs. A small portion of the President and VP for Community and Government Relations is spent meeting with and calling government officials.	ExplanationTxt

Schedule D IRS990ScheduleD

Held Works Art HeldWorksArtGrp

Field	Value	IRS element (for citing)
Revenues Included	$0	RevenuesIncludedAmt
Assets Included	$0	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$403,722,250	BeginningYearBalanceAmt
Contributions	$3,560,695	ContributionsAmt
Investment Earnings Or Losses	-$21,059,146	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,210,579	GrantsOrScholarshipsAmt
Other Expenditures	$10,221,964	OtherExpendituresAmt
Administrative Expenses	$1,711,460	AdministrativeExpensesAmt
End Year Balance	$369,079,796	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$392,092,388	BeginningYearBalanceAmt
Contributions	$2,129,236	ContributionsAmt
Investment Earnings Or Losses	$25,113,524	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,713,627	GrantsOrScholarshipsAmt
Other Expenditures	$9,339,994	OtherExpendituresAmt
Administrative Expenses	$1,559,277	AdministrativeExpensesAmt
End Year Balance	$403,722,250	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$354,873,810	BeginningYearBalanceAmt
Contributions	$1,490,257	ContributionsAmt
Investment Earnings Or Losses	$50,688,500	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,517,234	GrantsOrScholarshipsAmt
Other Expenditures	$8,948,173	OtherExpendituresAmt
Administrative Expenses	$1,494,772	AdministrativeExpensesAmt
End Year Balance	$392,092,388	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$299,286,423	BeginningYearBalanceAmt
Contributions	$12,123,813	ContributionsAmt
Investment Earnings Or Losses	$58,133,097	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,478,668	GrantsOrScholarshipsAmt
Other Expenditures	$8,725,193	OtherExpendituresAmt
Administrative Expenses	$1,465,662	AdministrativeExpensesAmt
End Year Balance	$354,873,810	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$316,926,482	BeginningYearBalanceAmt
Contributions	$1,812,063	ContributionsAmt
Investment Earnings Or Losses	-$5,223,151	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$8,446,464	GrantsOrScholarshipsAmt
Other Expenditures	$4,360,313	OtherExpendituresAmt
Administrative Expenses	$1,422,194	AdministrativeExpensesAmt
End Year Balance	$299,286,423	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.15	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.34	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.51	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$16,212,909	OtherCostOrOtherBasisAmt
Book Value	$16,212,909	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$202,280	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$194,649,458	OtherCostOrOtherBasisAmt
Depreciation	$103,490,292	DepreciationAmt
Book Value	$91,361,446	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$1,061,370	OtherCostOrOtherBasisAmt
Depreciation	$557,091	DepreciationAmt
Book Value	$504,279	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$10,325,404	OtherCostOrOtherBasisAmt
Depreciation	$6,519,335	DepreciationAmt
Book Value	$3,806,069	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$2,988,199	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$2,988,199	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$114,872,902	TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

Field	Value	IRS element (for citing)
Book Value	$0	BookValueAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

Field	Value	IRS element (for citing)
Book Value	$0	BookValueAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Partnerships/Alternative investments	$329,327,407	F
Other	$322,858	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$329,650,265	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$70,196	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (15 entries)

DescDesc	AmtAmt
Annuities payable	$6,813,827
Perkins federal liability contra	$5,396,000
PILOT liability	$1,159,477
Conditional Asset Retirement Obligation	$1,079,269
Interest rate swap	$604,398
Capital lease obligation	$495,284
HECCMA Agency Fund	$152,794
China tax liability reserve	$100,000
Deferred compensation-President	$100,000
FIN 48 liability	$89,495
Agency-NE Education Ins Association	$38,746
Cash card liability - food service	$30,316
Potter unitrust Salvation Army	$25,403
Miscellaneous tax liabilities and other	$322
Payroll deduction gift clearing-RE	$90

Field	Value	IRS element (for citing)
Total Liability	$16,155,617	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$76,562,779	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$27,292,658	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants	$0	RecoveriesPriorYearGrantsAmt
Other Revenue	-$60,086,479	OtherRevenueAmt
Revenue Not Reported	-$87,379,137	RevenueNotReportedAmt
Revenue Subtotal	$163,941,916	RevenueSubtotalAmt
Investment Expenses Not Incld	$1,024,164	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$222,640	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$801,524	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$164,743,440	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$106,715,027	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$0	DonatedServicesUseFcltsAmt
Prior Year Adjustments	$0	PriorYearAdjustmentsAmt
Losses Reported	$0	LossesReportedAmt
Other Expenses Included	$222,640	OtherExpensesIncludedAmt
Expenses Not Reported	$222,640	ExpensesNotReportedAmt
Expenses Subtotal	$106,492,387	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$1,024,164	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$59,345,105	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$60,369,269	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$166,861,656	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part III, Line 1	The University houses certain collections of works of art, literary works and artifacts. These collections are protected and preserved for public exhibition, education, research, and the furtherance of public service. They are neither disposed of for financial gain nor encumbered in any manner. Accordingly, these collections are not recorded or capitalized for financial statement purposes.
Schedule D, Part III, Line 4	Clark University has art and book collections that are used by students and faculty to enhance curriculum. On occasion, these works have been accessed for scholarly research.
Schedule D, Part V, Line 4	The University has adopted an endowment investment philosophy, which combined with the spending rate, attempts to provide a predictable stream of returns thereby making funds available to programs that are supported by its endowment, while at the same time seeking to maintain the purchasing power of the endowment assets. Endowment assets include those assets of donor-restricted funds that the organization must hold in perpetuity or for donor-specified periods, as well as, board-designated funds. Under the University's Investment Policy and spending rate, both of which are approved by the Board of Trustees, the endowment assets are invested in a manner that is intended to produce an inflation-adjusted return in excess of the spending rate over a long period of time. The use of the distribution is for mission related activities including student scholarships, library acquisitions, research, academic support, student loans, and instruction.
Schedule D, Part X, Line 2	The University is required to assess uncertain tax positions and has determined that there were no such positions that are material to the consolidated financial statements.
Schedule D, Part XI, Line 2d	Re-class revenue to expense: tuition remissions -59,359,733; Re-class revenue to change in net assets: student loan net activity 3,410, change in value of post retirement health obligation -43,955, change in the value of the interest rate swap -448,343,change in value of split interest and beneficial interest in outside trust -55,957,change in annuity and unitrust obligation -220,221,gain on extinguishment of debt 84,518, capital contribution to Jonas Realty Corp. -9,516,583. Elimination of related party activity from consolidated statement 9,470,385.
Schedule D, Part XI, Line 4b	Re-class of rental property expense to revenue -$222,640.
Schedule D, Part XII, Line 2d	Re-class rent to revenue.
Schedule D, Part XII, Line 4b	Re-class tuition reductions from contra-revenue to expense 59,359,733. Expenses from Related Organization-Jonas Realty Corp. -14,628.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (1)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule E, Part I, Line 3	Policy is printed in student handbooks, is available on the school website, and is referenced in all print media.
Schedule E, Part I, Line 6	To provide financial assistance to our students, the University participates in the Title IV program for Campus Work Study, Supplemental Education Opportunity Grants and the Perkins loan program.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (39 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean	Grantmaking	$3,990
East Asia and the Pacific	Grantmaking	$3,274
Europe (including Iceland and Greenland)	Grantmaking	$19,307
North America (including Canada and Mexico, but not the United States)	Grantmaking	$14,773
South America	Grantmaking	$11,694
Sub-Saharan Africa	Grantmaking	$26,247
East Asia and the Pacific	Program Services	$16,155	conferences
Europe (including Iceland and Greenland)	Program Services	$73,308	conferences
Middle East and North Africa	Program Services	$11,581	conferences
North America (including Canada and Mexico, but not the United States)	Program Services	$20,821	conferences
South America	Program Services	$1,896	conferences
South Asia	Program Services	$1,830	conferences
Sub-Saharan Africa	Program Services	$7,680	conferences
Central America and the Caribbean	Program Services	$23,701	instruction
East Asia and the Pacific	Program Services	$942,410	instruction
Europe (including Iceland and Greenland)	Program Services	$667,270	instruction
North America (including Canada and Mexico, but not the United States)	Program Services	$8,298	instruction
Russia and the newly independent States	Program Services	$41,303	instruction
South America	Program Services	$2,000	instruction
Sub-Saharan Africa	Program Services	$162	instruction
East Asia and the Pacific	Program Services	$8,902	professional development
Europe (including Iceland and Greenland)	Program Services	$2,428	professional development
Sub-Saharan Africa	Program Services	$1,540	professional development
Central America and the Caribbean	Program Services	$473	program development
East Asia and the Pacific	Program Services	$47,115	program development
Europe (including Iceland and Greenland)	Program Services	$56,170	program development
Middle East and North Africa	Program Services	$2,662	program development
North America (including Canada and Mexico, but not the United States)	Program Services	$644	program development
Russia and the newly independent States	Program Services	$1,402	program development
South America	Program Services	$468	program development
South Asia	Program Services	$2,421	program development
Sub-Saharan Africa	Program Services	$2,285	program development
Central America and the Caribbean	Program Services	$38,895	student recruitment
East Asia and the Pacific	Program Services	$4,287	student recruitment
Europe (including Iceland and Greenland)	Program Services	$19,352	student recruitment
Middle East and North Africa	Program Services	$12,432	student recruitment
South America	Program Services	$3,883	student recruitment
Sub-Saharan Africa	Program Services	$16,031	student recruitment
Central America and the Caribbean	Investments	$4,394,608

Field	Value	IRS element (for citing)
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Total Spent	$6,513,698	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Non Cash AssistanceNonCashAssistanceAmt
East Asia and the Pacific	Research	$80,530	wire transfer	$0
Europe (including Iceland and Greenland)	Research	$110,170	wire transfer	$0
North America (including Canada and Mexico, but not the United States)	Research	$80,864	check	$0

Field	Value	IRS element (for citing)
Total501c3 Org	5	Total501c3OrgCnt
Total Other Org	3	TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Non Cash AssistanceNonCashAssistanceAmt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt
Research grants	Europe (including Iceland and Greenland)	3	$5,552	electronic funds transfer	$0
Research grant	Middle East and North Africa	1	$1,319	check	$0
Scholarships	East Asia and the Pacific	3	$21,191	check and electronic funds transfer	$0
Scholarships	Europe (including Iceland and Greenland)	18	$40,337	check and electronic funds transfer	$0
Scholarships	Sub-Saharan Africa	5	$10,682	check and electronic funds transfer	$0	0

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule F, Part I, Line 2	FormAndLineReferenceDesc
Explanation	PRE-AWARD SUBRECIPIENT MONITOR: Federal awards are identified by informing each subrecipient of CFDA title and number, award name and number, award year, and name of Federal agency. If any of this information is not available, the pass-through entity shall provide the best information available to describe the Federal award. The subrecipient is advised of requirements imposed by governing laws, regulations, and provisions of contracts or grant agreements and supplemental requirements imposed by the pass-through entity. The subrecipients' activities are monitored to ensure awards are used for authorized purposes in compliance with laws, regulations, and the provisions of contracts or grant agreements and performance goals are achieved. Assurance is ascertained that any sub recipient expending $750,000 or more in Federal awards during the subrecipient's fiscal year must meet the audit requirements of Uniform Grant Guidance (formerly OMB A-133). A management decision on audit findings must be issued within six months after receipt of the subrecipient's audit report and ensure that the subrecipient takes appropriate and timely corrective action. A determination is made as to whether subrecipient audits necessitate adjustment of the pass-through entity's own records. Each subrecipient is required to permit the pass-through entity and auditors to have access to the records and financial statements as necessary for the pass-through entity to comply with this part. POST-AWARD SUBRECIPIENT MONITORING: The Principal Investigator (PI) or Program Director (PD) is responsible for monitoring the activities. The subrecipient submits progress reports, technical reports and other deliverables to the PI/PD by specified due dates. The PI/PD is responsible for forwarding copies of the subrecipient's report(s) to the Office of Sponsored Programs and Research (OSPR). Subrecipient invoices submitted to the university must contain the following information: invoice must be on subcontractor's letterhead, date of invoice, invoice number, period of performance covered by the invoice, itemized description of services and backup documentation, current period costs, including cost sharing, cumulative project costs, sub recipient contact person with respect to invoice, invoice must be signed by an authorized official of the subcontractor, invoice must contain a certification that all payments requested are for appropriate purposes and in accordance with the agreements set forth in the application and award documents. The PI/PD is responsible for reviewing and approving invoices from subrecipient(s) for adherence to the budget. The signature of the PI/PD on the invoice indicates that the review has taken place and that the invoice adheres to budget. Grant Accounting reviews the subrecipient's invoice(s) for the following: period of performance is within the contract period, appropriate invoice format and level of detail, signatures of the PI/PD, certification of signature by authorized subrecipient representatives, funds are available in contract, and cost share documentation is provide, if applicable. Grant Accounting is responsible for ensuring that sub recipients that expend $750,000 or more of Federal funds each fiscal year submit an Audit Certification Letter. The following is required to close out a subrecipient award: receipt of final invoice, receipt of cost share documentation, if applicable, time and effort certifications, final progress and technical reports, annual audit certification letter. Grant Accounting is responsible for tracking payments made to individuals or organizations and where payments are made when out of the US as required by the Schedules F and I - Form 990. EDUCATIONAL ASSISTANCE: Educational assistance is awarded based on financial need and merit. Need based assistance is awarded after review of the student's FAFSA, tax return information, W-2 statements, and other relevant financial documents. Students are required to maintain satisfactory academic progress in order to continue to be eligible for need based assistance. Students' Grade Point Averages and earned units are reviewed each academic year to ensure satisfactory academic progress is achieved. Merit based educational assistance is awarded to students via Committee. Students who are awarded merit based assistance are required to maintain satisfactory academic progress in accordance with the terms of the assistance received. Need and merit based educational assistance are funded directly to the student's accounts receivable balance to offset tuition, fees, and room and board. Any resulting refunds are issued to the student. Students may be granted research awards by their academic departments and in such cases work with faculty advisors who monitor the research performed by the student.	ExplanationTxt

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
Pentera Inc
8650 Commerce Park	Suite G	Indianapolis	IN	46268	Planned giving consulting	0	$0	$14,691	-$14,691
Thomas Dolan
5 Townsend Circle		West Boylston	MA	01583	Campaign consulting	0	$0	$12,185	-$12,185

Field	Value	IRS element (for citing)
Total Gross Receipts	$0	TotalGrossReceiptsAmt
Total Retained By Contractors	$26,876	TotalRetainedByContractorsAmt
Total Net To Organization	-$26,876	TotalNetToOrganizationAmt
Licensed States	MA	LicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule G, Part I, Line 2b	FormAndLineReferenceDesc
Explanation	Paid $5,085 to Pentera for postage. This amount is invoiced separately from fundraising services. Paid $4,500 to Pentera for website and website hosting. This amount was invoiced separately.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (13 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt	Non Cash AssistanceNonCashAssistanceDesc	Address Line2USAddress/AddressLine2Txt
Assumption College
500 Salisbury Str	Worcester	MA	01609	042105776	501(c)(3)	$9,173	$0	Research
University of Oklahoma
660 Parrington Oval	Norman	OK	73019	731377584	501(c)(3)	$57,381	$0	Research
University of Connecticut
115 North Eagleville Road	Storrs	CT	06269	060772160	501(c)(3)	$10,264	$0	Research
Duquesne University
600 Forbes Avenue	Pittsburgh	PA	15282	251035663	501(c)(3)	$11,502	$0	Research
Florida Atlantic University
777 Glades Road	Boca Raton	FL	33431	650385507	501(c)(3)	$13,361	$0	Research
Lawrence Berkeley National Laboratory
1 Cyclotron Road	Berkeley	CA	94720	942951741	501(c)(3)	$9,000	$0	Research
College of the Holy Cross
1 College Street	Worcester	MA	01610	042103558	501(c)(3)	$11,467	$0		Research
University of Georgia Research Foundation
150 B Coverdell Center	Athens	GA	30602	581353149	501(c)(3)	$18,309	$0	Research		DW Brooks Drive
Worcester Polytechnic Institute
157 West Street	Worcester	MA	01609	042121359	501(c)(3)	$23,835	$0	Research
University of North Carolina at Chapel Hill
Office of Sponsored Programs	Chapel Hill	NC	27514	566001393	501(c)(3)	$73,688	$0	Research		250 East Franklin Street
University of South Florida
4202 East Fowler Avenue	Tampa	FL	33620	593102112	501(c)(3)	$112,045	$0	Research
University of Washington
22 Odegard	Seattle	WA	98195	916001537	501(c)(3)	$40,557	$0	Research
Virginia Polytechnic Institute and State University
300 Turner Street NW	Blacksburg	VA	24061	546001805	501(c)(3)	$29,782	$0	Research

Field	Value	IRS element (for citing)
Total501c3 Org	13	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt
Undergraduate scholarships	2040	$44,485,046	$0
Graduate scholarships	32	$68,352	$0
Graduate remissions	762	$13,492,656	$0
Undergraduate remissions	170	$1,090,946	$0
Graduate awards	184	$592,834	$0
Undergraduate awards	303	$755,984	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2	FormAndLineReferenceDesc
Explanation	PRE-AWARD SUBRECIPIENT MONITOR: Federal awards are identified by informing each subrecipient of CFDA title and number, award name and number, award year, and name of Federal agency. If any of this information is not available, the pass-through entity shall provide the best information available to describe the Federal award. The subrecipient is advised of requirements imposed by governing laws, regulations, and provisions of contracts or grant agreements and supplemental requirements imposed by the pass-through entity. The subrecipients' activities are monitored to ensure awards are used for authorized purposes in compliance with laws, regulations, and the provisions of contracts or grant agreements and performance goals are achieved. Assurance is ascertained that any sub recipient expending $750,000 or more in Federal awards during the subrecipient's fiscal year must meet the audit requirements of Uniform Grant Guidance (formerly OMB A-133). A management decision on audit findings must be issued within six months after receipt of the subrecipient's audit report and ensure that the subrecipient takes appropriate and timely corrective action. A determination is made as to whether subrecipient audits necessitate adjustment of the pass-through entity's own records. Each subrecipient is required to permit the pass-through entity and auditors to have access to the records and financial statements as necessary for the pass-through entity to comply with this part. POST-AWARD SUBRECIPIENT MONITORING: The Principal Investigator (PI) or Program Director (PD) is responsible for monitoring the activities. The subrecipient submits progress reports, technical reports and other deliverables to the PI/PD by specified due dates. The PI/PD is responsible for forwarding copies of the subrecipient's report(s) to the Office of Sponsored Programs and Research (OSPR). Subrecipient invoices submitted to the university must contain the following information: invoice must be on subcontractor's letterhead, date of invoice, invoice number, period of performance covered by the invoice, itemized description of services and backup documentation, current period costs, including cost sharing, cumulative project costs, sub recipient contact person with respect to invoice, invoice must be signed by an authorized official of the subcontractor, invoice must contain a certification that all payments requested are for appropriate purposes and in accordance with the agreements set forth in the application and award documents. The PI/PD is responsible for reviewing and approving invoices from subrecipient(s) for adherence to the budget. The signature of the PI/PD on the invoice indicates that the review has taken place and that the invoice adheres to budget. Grant Accounting reviews the subrecipient's invoice(s) for the following: period of performance is within the contract period, appropriate invoice format and level of detail, signatures of the PI/PD, certification of signature by authorized subrecipient representatives, funds are available in contract, and cost share documentation is provide, if applicable. Grant Accounting is responsible for ensuring that sub recipients that expend $750,000 or more of Federal funds each fiscal year submit an Audit Certification Letter. The following is required to close out a subrecipient award: receipt of final invoice, receipt of cost share documentation, if applicable, time and effort certifications, final progress and technical reports, annual audit certification letter. Grant Accounting is responsible for tracking payments made to individuals or organizations and where payments are made when out of the US as required by the Schedules F and I - Form 990. EDUCATIONAL ASSISTANCE: Educational assistance is awarded based on financial need and merit. Need based assistance is awarded after review of the student's FAFSA, tax return information, W-2 statements, and other relevant financial documents. Students are required to maintain satisfactory academic progress in order to continue to be eligible for need based assistance. Students' Grade Point Averages and earned units are reviewed each academic year to ensure satisfactory academic progress is achieved. Merit based educational assistance is awarded to students via Committee. Students who are awarded merit based assistance are required to maintain satisfactory academic progress in accordance with the terms of the assistance received. Need and merit based educational assistance are funded directly to the student's accounts receivable balance to offset tuition, fees, and room and board. Any resulting refunds are issued to the student. Students may be granted research awards by their academic departments and in such cases work with faculty advisors who monitor the research performed by the student.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	Yes (X)	TravelForCompanionsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
David Angel
Officer	$326,231	$0	$35,000	$0	$0	$0	$26,500	$0	$21,003	$0	$408,734	$0	$0	$0
Julie Dolan
Officer	$289,757	$0	$10,000	$0	$0	$0	$26,500	$0	$19,245	$0	$345,502	$0	$0	$0
John Foley
Officer	$152,129	$0	$0	$0	$0	$0	$15,014	$0	$318	$0	$167,461	$0	$0	$0
Davis Baird
Key Employee	$255,732	$0	$0	$0	$0	$0	$25,216	$0	$424	$0	$281,372	$0	$0	$0
Nancy Budwig
Key Employee	$197,074	$0	$0	$0	$0	$0	$6,067	$0	$16,301	$0	$219,442	$0	$0	$0
Paula David
Key Employee	$238,566	$0	$0	$0	$0	$0	$24,313	$0	$10,162	$0	$273,041	$0	$0	$0
William Fisher
Key Employee	$196,052	$0	$0	$0	$0	$0	$19,502	$0	$917	$0	$216,471	$0	$0	$0
Jeffrey Hite Gillooly
Key Employee	$169,805	$0	$0	$0	$5,152	$0	$15,288	$0	$10,929	$0	$201,174	$0	$0	$0
Matthew Malsky
Key Employee	$152,475	$0	$0	$0	$0	$0	$15,132	$0	$209	$0	$167,816	$0	$0	$0
Pennie Turgeon
Key Employee	$176,245	$0	$0	$0	$0	$0	$17,773	$0	$45,545	$0	$239,563	$0	$0	$0
Denise Darrigrand
VP for Student Affairs & Dean of Students	$68,651	$0	$0	$0	$117,439	$0	$6,802	$0	$12,592	$0	$205,484	$0	$0	$0
Deborah Dwork
Faculty	$199,678	$0	$0	$0	$0	$0	$18,445	$0	$352	$0	$218,475	$0	$0	$0
Robert Johnston
Faculty	$193,653	$0	$0	$0	$0	$0	$17,018	$0	$18,317	$0	$228,988	$0	$0	$0
Jonathan Kappel
Exec Director of Principal Gifts	$204,368	$0	$0	$0	$0	$0	$20,569	$0	$3,611	$0	$228,548	$0	$0	$0
Catherine Usoff
Dean of Graduate School of Management	$235,887	$0	$18,433	$0	$0	$0	$23,834	$0	$16,684	$0	$294,838	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I	In FY15, the University entered into a deferred compensation agreement with President David Angel. Payment to President Angel is at the discretion of the Board of Trustees and payable at the conclusion of six years from the date of the agreement. If the Board approves payment, the maximum amount attributable to FY16 would be $50K.
Schedule J, Part I, Line 1a	Jocelyne Bauduy, wife of President David Angel, travels on bona fide business trips in her position as Special Assistant to the President. President David Angel is required to live in a house owned by the University. No value was included in compensation. David Angel, Davis Baird and Jeff Gillooly have memberships at the Worcester Club for the purpose of University related entertaining.
Schedule J, Part I, Line 4	Denise Darrigrand - $117,438
Schedule J, Part I, Line 7	All bonuses listed in Schedule J are performance based.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
Massachusetts Development Finance Agency
A	043431814	57583RUU7	2008-04-07	$50,255,000	See Part VI.	0	0	0
Massachusetts Development Finance Agency
B	043431814	57583UJY5	2011-12-01	$20,098,799	See Part VI.	0	0	0
Massachusetts Development Finance Agency
C	043431814	PRIVATE00	2015-10-01	$17,895,000	See Part VI.	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$10,965,000	$849,165	$50,334,445	$0	$0	$0	$273,558	$78,412	$0	$0	$0	$0	2009	Yes (1)	Yes (1)	Yes (1)
B	$3,355,000	$0	$20,099,208	$0	$0	$0	$253,048	$0	$0	$5,616,353	$14,229,806	$0	2013	Yes (1)	Yes (1)	Yes (1)
C	$285,000	$0	$17,895,000	$0	$0	$0	$152,148	$0	$0	$2,849,181	$14,717,047	$176,624		0	0	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	Yes (1)	0	0.0023	0.0023	Yes (1)	Yes (1)
B	0		0	0	Yes (1)	Yes (1)
C	0		0	0	Yes (1)	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
Barclay's
A	0	0	Yes (1)	Yes (1)	Yes (1)	Yes (1)	30	0	0	0	0	0
(no name)
B	0	Yes (1)	0	Yes (1)	0	0				0	0	0
(no name)
C	0	Yes (1)	0	Yes (1)	0	0				0	0	0

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule K, Part I, Column f-04/07/2008 50,255,000 Massachusetts Development Finance Agency	Refund MDFA2000 (OID: 11/2/00), refund MDFA02A (OID: 11/26/2002), refund MDFA02B (OID: 11/26/2002), construct and equip library.
Schedule K, Part I, Column f-12/01/2011 20,098,799 Massachusetts Development Finance Agency	Refund MDFA1998 (OID: 11/10/98), finance the construction, renovation, and/or equipping of certain facilities of the Institution and to pay the costs of issuing the bonds.
Schedule K, Part I, Column f-10/01/2015 17,895,000 Massachusetts Development Finance Agency	Refund MDFA2005 (OID:11/03/2005), Capital repairs and improvements to the campus, acquisition of technology and data network equipment for use on campus and payment of issuance costs.
Schedule K, Part IV, Line 2c-04/07/2008 50,255,000 Massachusetts Development Finance Agency	MDFA2008 rebate computation performed 4/7/16.
Schedule K, Part IV, Line 2c-12/01/2011 20,098,799 Massachusetts Development Finance Agency	MDFA2011 rebate calculation performed 12/01/15.
Schedule K, Part IV, Line 2c-10/01/2015 17,895,000 Massachusetts Development Finance Agency	MDFA2015 rebate calculation performed 8/31/16.

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Field	Value	IRS element (for citing)
Person	FERPA 1 student	PersonNm
Relationship With Org	FERPA-excluded	RelationshipWithOrgTxt
Cash Grant	$12,000	CashGrantAmt
Type Of Assistance	student merit grant	TypeOfAssistanceTxt
Assistance Purpose	educational grant	AssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
Christopher Cannon
Employee is the son of K. Cannon, Officer.	$60,609	Compensation for position of Mail and Delivery Supervisor	0
Jocelyne Bauduy
Employee is the wife of President David Angel	$25,954	Compensation for the position of Special Assistant to the President's office.	0
Eric Epstein
Trustee and Director Davidson Kempner	$101,110	Clark has an investment in funds managed by Davidson Kempner and paid management fees of approximately $101,110 to the partnership.	0
William S Mosakowski
Former trustee, contributor, ownership interest in excess of 5% in Public Consulting Group	$417,120	Public Consulting Group purchases educational programs from Clark's Graduate School of Management for their employees. Mr. Mosakowski has an ownership interest in excess of 5% in PCG.	0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	30	ContributionCnt
Noncash Contributions Rpt F990	$2,060,111	NoncashContributionsRptF990Amt
Method Of Determining Revenues	market value	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	Endowment held by Community Foundation	Desc
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$1,266,297	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Community Foundation valuation	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section A, Line 2	Two of Clark's Trustees are related. Robert Stevenish and Robert Stevenish II are father and son.
Form 990, Part VI, Section A, Line 7a	Members of the Clark University Board of Trustees are responsible for the election of trustees for vacant positions. Alumni Association members elect for the Alumni trustees positions for the University Board.
Form 990, Part VI, Section B, Line 11b	The Audit Committee of the Board of Trustees was authorized and requested to review the administration's draft responses to the form 990. This was completed at the January 30, 2017 meeting of the committee. The Board has authorized the submittal to the Internal Revenue Service with the approval of the Audit Committee. In addition, a draft of the 990 is posted on the trustee web page and each member is notified of the opportunity to review before submission.
Form 990, Part VI, Section B, Line 12c	Each trustee, senior administrator and faculty member is required to complete annually a conflict of interest disclosure form. Faculty forms are reviewed by the Grants Office within the Office of Academic Affairs. Trustees and senior administrators' disclosures are reviewed by the Assistant Secretary of the Corporation and the Executive Vice President, who is also the Treasurer of the Board of Trustees.
Form 990, Part VI, Section B, Line 15	Periodically, the Chairman of the Board of Trustees requests the Executive Vice President to provide comparable institution compensation data . Data is obtained from a combination of information disclosed in the Chronicle of Higher Education and from salary surveys, including those available from the College and University Personnel Association (CUPA). These data are submitted directly without editing. The Board Chair advises the full Board of Trustees of the compensation level of the President. The University also engages a professional compensation consultant and has established an Executive Compensation Committee. The Committee, which meets annually, is charged by the full Board of Trustees with establishing the President's compensation with the assistance of the consultant, who develops appropriate performance metrics and collects comparable institutional survey data.
Form 990, Part VI, Section C, Line 19	Clark University's governing documents, conflict of interest policy and financial statements are all considered public documents. The governing documents, including the provisions of Jonas Clark's will, the by-laws of the University and the Articles of Incorporation are available for viewing in Goddard Library and are also publicly available as a result of several public debt issuances through the Massachusetts Development Finance Agency (MDFA). Financial statements are similarly available and are also posted on the University's website and through Guidestar. The conflict of interest policy is available upon request from the Board of Trustees office and the Office of Sponsored Programs and Research.
Form 990, Part XI, Line 9	Change in value of interest rate swap -$448,343. Change in value of split interest agreement -$220,221. Change in beneficial interest in outside trust -$55,957. Student loan activity-net $3,410. Change in post-retirement health obligation -$43,955. Change in value of other assets $84,522. Transfer capital contribution to Related Organization-Jonas Realty Corp. -$9,516,583.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	Jonas Realty Corp	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	950 Main Street	AddressLine1Txt
City	Worcester	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01610	ZIPCd

Field	Value	IRS element (for citing)
EIN	475234687	EIN
Primary Activities	Support the Trustees of Clark University and similar nonprofit entities under Section 501(c)(3).	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd
Exempt Code Section	501(c)(3)	ExemptCodeSectionTxt
Public Charity Status	11c III FI	PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	Trustees of Clark University	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Controlled Organization	0	ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	Charitable Remainder Trust (24)	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	950 Main Street	AddressLine1Txt
City	Worcester	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01610	ZIPCd

Field	Value	IRS element (for citing)
Primary Activities	Charitable Trust	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd
Direct Controlling NA	N/A	DirectControllingNACd
Entity Type	T	EntityTypeTxt
Controlled Organization	0	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (1)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Jonas Realty Corp
b	$9,516,583	Value of assets transferred as a capital contribution.
Jonas Realty Corp
d	$9,700,000	Original principal on four loans.

Reasonable Cause Explanation ReasonableCauseExplanation

Field	Value	IRS element (for citing)
Explanation	In order to file a complete and accurate return additional time was necessary to gather and receive all information.	ExplanationTxt