WHEELOCK COLLEGE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WHEELOCK COLLEGE (EIN 04-2103639)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-15
- IRS object ID
- 201721359349301312
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T08:20:17-07:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103639 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHEELOCK COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHEE | BusinessNameControlTxt |
| Phone | 6178792000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 The Riverway | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022154176 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anne Marie Martorana | PersonNm |
| Person Title | V.P. & C.F.O. | PersonTitleTxt |
| Phone | 6178792119 | PhoneNum |
| Signature | 2017-05-15 | 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 J Chard | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Riverway | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $53,076,491 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.wheelock.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1888 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 580 | TotalEmployeeCnt |
| Total Volunteers | 140 | TotalVolunteersCnt |
| Total Gross UBI | $383,165 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$54,022 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,718,746 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,805,892 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $47,393,814 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $45,749,236 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,544,244 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,529,493 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,425,030 | PYOtherRevenueAmt |
| CY Other Revenue | $1,901,579 | CYOtherRevenueAmt |
| PY Total Revenue | $58,081,834 | PYTotalRevenueAmt |
| CY Total Revenue | $52,986,200 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,933,035 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,598,257 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $24,147,883 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,788,477 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $770,294 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,901,081 | PYOtherExpensesAmt |
| CY Other Expenses | $19,208,136 | CYOtherExpensesAmt |
| PY Total Expenses | $56,981,999 | PYTotalExpensesAmt |
| CY Total Expenses | $55,594,870 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,099,835 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,608,670 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $145,479,220 | TotalAssetsBOYAmt |
| Total Assets EOY | $137,783,373 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $45,737,285 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,638,237 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $99,741,935 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $93,145,136 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $33,069,961 | ExpenseAmt |
| Grant | $12,598,257 | GrantAmt |
| Revenue | $36,497,270 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,046,682 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $689,930 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,720,612 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $8,167,816 | RevenueAmt |
| Desc | Housing Programs:Expenses incurred for resident students that provides students with the additional time to extend their education experience beyond the classroom. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,064,463 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,039,828 | RevenueAmt |
| Desc | Personal Social Services: Expenses incurred in connection with sponsored activities such as: research, public service and student internships. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,064,463 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,039,828 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $43,901,718 | 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 | 0 | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | 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 | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 327 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 580 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | SN | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | 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 | Yes (1) | 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 | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anne Marie Martorana | PersonNm |
| Phone | 6178792231 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 The Riverway | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Kate Taylor | ||||||||
| Chair of the Board | 3 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Elizabeth Cluett Thors | ||||||||
| Board Member | 3 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Susan Simon | ||||||||
| Chair of the Corporation | 3 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Robin Mount | ||||||||
| Board Member | 3 | 0 | Yes (X) | $0 | $0 | $0 | ||
| John Knutson | ||||||||
| Board Member | 3 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Ranch C Kimball | ||||||||
| Board Member | 3 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Robert Lincoln | ||||||||
| Treasurer of the Board | 3 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Barbara Sallick | ||||||||
| Clerk | 3 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Patricia S Cook | ||||||||
| Board Member | 3 | 0 | Yes (X) | $0 | $0 | $0 | ||
| John Jackson | ||||||||
| Board Member | 3 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Linda Port | ||||||||
| Board Member | 3 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Lisa Biagetti | ||||||||
| Board Member | 3 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Elaine Markoff | ||||||||
| Board Member | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Jane Roberts | ||||||||
| Board Member | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Mark Roberts | ||||||||
| Board Member | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Karen Sturges | ||||||||
| Board Member | 3 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Leverett Wing | ||||||||
| Board Member | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Stephanie Bennett-Smith | ||||||||
| Board Member | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Fred Foulkes | ||||||||
| Board Member | 3 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Scott Wennerholm | ||||||||
| Board Member | 3 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Joyce Butler | ||||||||
| Board Member | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Kelly Duda | ||||||||
| Board Member | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Karen Mutch-Jones | ||||||||
| Board Member | 3 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Kathy Simons | ||||||||
| Board Member | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Daniel Stern Terris | ||||||||
| Vice Chair of the Board of Trustees | 3 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Joanna Oshman | ||||||||
| Board Member | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Elizabeth Seagers | ||||||||
| Board Member | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Beverly Mattatall | ||||||||
| Board Member | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Matthew Pearson | ||||||||
| Board Member | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Shannon Pittman | ||||||||
| Board Member | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Vicky Milstein | ||||||||
| Vice Chair of the Corporation | 3 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Jackie JenkinsScott | ||||||||
| President | 40 | 0 | Yes (X) | $437,693 | $0 | $150,078 | ||
| Anne Marie Martorana | ||||||||
| Vice President - Chief Financial Officer | 40 | 0 | Yes (X) | $207,472 | $0 | $20,992 | ||
| Roy Schifilliti | ||||||||
| Vice President | 40 | 0 | Yes (X) | $201,460 | $0 | $26,151 | ||
| Adrian Haugabrook | ||||||||
| VP for Enrollment Magagement | 40 | 0 | Yes (X) | $190,910 | $0 | $9,951 | ||
| Jennifer Rice | ||||||||
| VP for Institutional Advancement | 40 | 0 | Yes (X) | $181,492 | $0 | $9,012 | ||
| Joan Gallos | ||||||||
| Faculty Member | 40 | 0 | $161,976 | $0 | $15,159 | Yes (X) | ||
| Marta Rosa | ||||||||
| Senior Director Government Affairs | 40 | 0 | $182,973 | $0 | $9,035 | Yes (X) | ||
| Linda Davis | ||||||||
| Dean, Center for International Programs and Partnerships | 40 | 0 | $144,905 | $0 | $13,313 | Yes (X) | ||
| Jonathan Lapierre | ||||||||
| Director of IT | 40 | 0 | $124,955 | $0 | $16,297 | Yes (X) | ||
| Shirley Malone-Fenner | ||||||||
| Dean of Arts & Sciences | 40 | 0 | $151,260 | $0 | $32,676 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,985,096 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $302,664 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Sodexo Inc & Affiliates | ||||||
| PO Box 360170 | Pittsburgh | PA | 15251 | Food Service Provider | $1,999,341 | |
| Northeast Security | ||||||
| 265 Washington Street | Westwood | MA | 02090 | Public Safety | $590,175 | |
| Hirsch Roberts Weinstein LLP | ||||||
| 24 Federal Street | Boston | MA | 02110 | Legal Counsel | $217,305 | 12th Floor |
| Vertec Corporation | ||||||
| 180 Main Street | North Easton | MA | 02356 | Construction | $193,177 | |
| Lee Kennedy Co Inc | ||||||
| 122 Quincy Shore Drive | Quincy | MA | 02171 | Construction | $187,087 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 27 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $100,364 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $95,502 | GovernmentGrantsAmt |
| All Other Contributions | $3,610,026 | AllOtherContributionsAmt |
| Noncash Contributions | $2,731,409 | NoncashContributionsAmt |
| Total Contributions | $3,805,892 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Tuition | 611310 | $36,497,270 | $36,497,270 | $0 | $0 |
| Dorm & Dining Fees | 611310 | $8,167,816 | $8,167,816 | $0 | $0 |
| Interest Income | 611310 | $44,321 | $44,321 | $0 | $0 |
| Wheelock Family Theatre revenues | 611310 | $1,039,829 | $1,039,829 | $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 | $45,749,236 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $744,512 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $12,647 | UnrelatedBusinessRevenueAmt |
| Exclusion | $731,865 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,596 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,596 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| 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 |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,296,829 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,296,829 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,296,829 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $370,518 | UnrelatedBusinessRevenueAmt |
| Exclusion | $926,311 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $761,385 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $761,385 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $761,385 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $761,385 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $49,433 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $100,364 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $90,291 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$40,858 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$40,858 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Misc. Fees | 611310 | $641,926 | $641,926 | $0 | $0 |
| Perkins loan cancelled | 611310 | $3,682 | $3,682 | $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 | $645,608 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,986,200 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,394,844 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $383,165 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,402,299 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,528,507 | TotalAmt |
| Program Services | $12,528,507 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,750 | TotalAmt |
| Program Services | $69,750 | 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 | $721,754 | TotalAmt |
| Program Services | $233,909 | ProgramServicesAmt |
| Management And General | $487,845 | ManagementAndGeneralAmt |
| Fundraising | $0 | 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 | $18,879,162 | TotalAmt |
| Program Services | $14,823,494 | ProgramServicesAmt |
| Management And General | $3,515,955 | ManagementAndGeneralAmt |
| Fundraising | $539,713 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $951,609 | TotalAmt |
| Program Services | $747,182 | ProgramServicesAmt |
| Management And General | $177,223 | ManagementAndGeneralAmt |
| Fundraising | $27,204 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,855,306 | TotalAmt |
| Program Services | $1,456,745 | ProgramServicesAmt |
| Management And General | $345,522 | ManagementAndGeneralAmt |
| Fundraising | $53,039 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,380,646 | TotalAmt |
| Program Services | $1,084,052 | ProgramServicesAmt |
| Management And General | $257,124 | ManagementAndGeneralAmt |
| Fundraising | $39,470 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,866 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $245,866 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,755 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $111,755 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,219 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $180,219 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,319,259 | TotalAmt |
| Program Services | $1,417,525 | ProgramServicesAmt |
| Management And General | $1,877,103 | ManagementAndGeneralAmt |
| Fundraising | $24,631 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,624 | TotalAmt |
| Program Services | $46,335 | ProgramServicesAmt |
| Management And General | $89,289 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,695,565 | TotalAmt |
| Program Services | $1,024,386 | ProgramServicesAmt |
| Management And General | $615,707 | ManagementAndGeneralAmt |
| Fundraising | $55,472 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,996 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $312,996 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,644,820 | TotalAmt |
| Program Services | $1,989,907 | ProgramServicesAmt |
| Management And General | $654,913 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $510,437 | TotalAmt |
| Program Services | $392,538 | ProgramServicesAmt |
| Management And General | $107,580 | ManagementAndGeneralAmt |
| Fundraising | $10,319 | 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 | $60,558 | TotalAmt |
| Program Services | $46,160 | ProgramServicesAmt |
| Management And General | $13,888 | ManagementAndGeneralAmt |
| Fundraising | $510 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,081,298 | TotalAmt |
| Program Services | $1,852,031 | ProgramServicesAmt |
| Management And General | $229,267 | ManagementAndGeneralAmt |
| Fundraising | $0 | 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 | $3,043,423 | TotalAmt |
| Program Services | $2,697,897 | ProgramServicesAmt |
| Management And General | $345,526 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,419 | TotalAmt |
| Program Services | $148,344 | ProgramServicesAmt |
| Management And General | $141,075 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Student Services | $1,676,671 | $1,659,794 | $16,877 | $0 |
| Theatre Operation Expense | $58,622 | $58,622 | $0 | $0 |
| Functions, events,orientation | $1,275,347 | $786,990 | $475,004 | $13,353 |
| Educational vouchers | $240,090 | $240,090 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,326,167 | TotalAmt |
| Program Services | $597,460 | ProgramServicesAmt |
| Management And General | $722,124 | ManagementAndGeneralAmt |
| Fundraising | $6,583 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,594,870 | TotalAmt |
| Program Services | $43,901,718 | ProgramServicesAmt |
| Management And General | $10,922,858 | ManagementAndGeneralAmt |
| Fundraising | $770,294 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $557,970 | BOYAmt |
| EOY | $650,711 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,183,286 | BOYAmt |
| EOY | $7,536,881 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,973,677 | BOYAmt |
| EOY | $549,005 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,245,909 | BOYAmt |
| EOY | $1,769,535 | 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 | $956,059 | BOYAmt |
| EOY | $847,142 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $990,234 | BOYAmt |
| EOY | $753,088 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $116,641,993 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $46,899,477 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,403,743 | BOYAmt |
| EOY | $69,742,516 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,700,868 | BOYAmt |
| EOY | $28,091,487 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,818,574 | BOYAmt |
| EOY | $21,400,239 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,648,900 | BOYAmt |
| EOY | $6,442,769 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,479,220 | BOYAmt |
| EOY | $137,783,373 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,221,951 | BOYAmt |
| EOY | $2,720,436 | 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 | $1,821,044 | BOYAmt |
| EOY | $2,144,510 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,748,903 | BOYAmt |
| EOY | $38,827,904 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $945,387 | BOYAmt |
| EOY | $945,387 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,737,285 | BOYAmt |
| EOY | $44,638,237 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,037,644 | BOYAmt |
| EOY | $49,609,642 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,720,070 | BOYAmt |
| EOY | $10,811,196 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,984,221 | BOYAmt |
| EOY | $32,724,298 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,741,935 | BOYAmt |
| EOY | $93,145,136 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,479,220 | BOYAmt |
| EOY | $137,783,373 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,608,670 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,023,221 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $35,092 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 |
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
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $54,824,576 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $54,824,576 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $4,400 | CurrentYearMinus3Amt |
| Current Year Minus2 | $22,270 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $26,670 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,868,729 | BeginningYearBalanceAmt |
| Contributions | $1,035,291 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,471,304 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $789,835 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,544,379 | OtherExpendituresAmt |
| Administrative Expenses | $79,325 | AdministrativeExpensesAmt |
| End Year Balance | $50,019,177 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,359,581 | BeginningYearBalanceAmt |
| Contributions | $2,355,751 | ContributionsAmt |
| Investment Earnings Or Losses | -$531,164 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $685,167 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,566,469 | OtherExpendituresAmt |
| Administrative Expenses | $63,803 | AdministrativeExpensesAmt |
| End Year Balance | $53,868,729 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,694,844 | BeginningYearBalanceAmt |
| Contributions | $1,866,808 | ContributionsAmt |
| Investment Earnings Or Losses | $8,871,785 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $638,300 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,355,148 | OtherExpendituresAmt |
| Administrative Expenses | $80,408 | AdministrativeExpensesAmt |
| End Year Balance | $54,359,581 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,926,294 | BeginningYearBalanceAmt |
| Contributions | $598,501 | ContributionsAmt |
| Investment Earnings Or Losses | $5,287,223 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $603,990 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,424,599 | OtherExpendituresAmt |
| Administrative Expenses | $88,585 | AdministrativeExpensesAmt |
| End Year Balance | $45,694,844 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,514,823 | BeginningYearBalanceAmt |
| Contributions | $2,339,246 | ContributionsAmt |
| Investment Earnings Or Losses | -$884,949 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $585,539 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,368,952 | OtherExpendituresAmt |
| Administrative Expenses | $88,335 | AdministrativeExpensesAmt |
| End Year Balance | $41,926,294 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.28 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.55 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | 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 | $2,259,132 | OtherCostOrOtherBasisAmt |
| Book Value | $2,259,132 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $99,454,507 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,453,120 | DepreciationAmt |
| Book Value | $66,001,387 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $14,928,354 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,446,357 | DepreciationAmt |
| Book Value | $1,481,997 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $69,742,516 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Long/short equity funds | $11,910,712 | F |
| Fixed income security funds | $5,264,670 | F |
| International equity funds | $4,224,857 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $21,400,239 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Government advances for student loans | Desc |
| Amt | $945,387 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $945,387 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $36,309,886 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$4,023,221 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $125,383 | OtherRevenueAmt |
| Revenue Not Reported | -$3,897,838 | RevenueNotReportedAmt |
| Revenue Subtotal | $40,207,724 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $180,219 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $12,598,257 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $12,778,476 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $52,986,200 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $42,906,685 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $90,291 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $90,291 | ExpensesNotReportedAmt |
| Expenses Subtotal | $42,816,394 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $180,219 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $12,598,257 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $12,778,476 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $55,594,870 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 liability 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 $35,092 and fundraising expenses of $90,291. |
| Schedule D, Part XI, Line 4b | Institutional scholarships of $12,598,257. |
| Schedule D, Part XII, Line 2d | Fundraising expenses of $90,291. |
| Schedule D, Part XII, Line 4b | Institutional scholarships of $12,598,257. |
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 | 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, federal grants, and assistance. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 1 | 1 | Program Services | Degree program operating expenses | $916,517 |
| Europe (including Iceland and Greenland) | 0 | 0 | Grantmaking | Grants and scholarships. | $59,250 |
| East Asia and the Pacific | 1 | 1 | Grantmaking | Grants and scholarships | $10,500 |
| Central America and the Caribbean | 0 | 0 | Investments | $6,593,179 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Spent | $7,579,446 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| Grants and scholarships for seven students. | Europe (including Iceland and Greenland) | 6 | $0 | $59,250 | Credit at the bursar's office. | FMV |
| Grants and scholarships for two students. | East Asia and the Pacific | 2 | $0 | $10,500 | Credit at the bursar's office. | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | 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 | 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. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Passion for Action | Event1Nm |
| Gross Receipts Event1 | $149,797 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $100,364 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $49,433 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $90,291 | OtherDirectExpensesEvent1Amt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $149,797 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $100,364 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $49,433 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $0 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $90,291 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $90,291 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$40,858 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Grants and scholarships to attend Wheelock College. | GrantTypeTxt |
| Recipient | 907 | RecipientCnt |
| Cash Grant | $0 | CashGrantAmt |
| Non Cash Assistance | $12,528,507 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | Credits at the student accounts office. | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| 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 |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jackie JenkinsScott | ||||||||||||||
| President | $300,000 | $0 | $0 | $0 | $137,693 | $0 | $70,619 | $0 | $79,459 | $0 | $587,771 | $0 | $50,000 | $0 |
| Roy Schifilliti | ||||||||||||||
| Vice President | $199,138 | $0 | $0 | $0 | $2,322 | $0 | $10,265 | $0 | $15,886 | $0 | $227,611 | $0 | $0 | $0 |
| Anne Marie Martorana | ||||||||||||||
| Vice President - Chief Financial Officer | $205,150 | $0 | $0 | $0 | $2,322 | $0 | $20,515 | $0 | $477 | $0 | $228,464 | $0 | $0 | $0 |
| Adrian Haugabrook | ||||||||||||||
| VP for Enrollment Magagement | $190,100 | $0 | $0 | $0 | $810 | $0 | $9,505 | $0 | $446 | $0 | $200,861 | $0 | $0 | $0 |
| Jennifer Rice | ||||||||||||||
| VP for Institutional Advancement | $180,250 | $0 | $0 | $0 | $1,242 | $0 | $9,012 | $0 | $0 | $0 | $190,504 | $0 | $0 | $0 |
| Marta Rosa | ||||||||||||||
| Senior Director Government Affairs | $180,700 | $0 | $0 | $0 | $2,273 | $0 | $9,035 | $0 | $0 | $0 | $192,008 | $0 | $0 | $0 |
| Joan Gallos | ||||||||||||||
| Faculty Member | $158,709 | $0 | $0 | $0 | $3,267 | $0 | $8,109 | $0 | $7,050 | $0 | $177,135 | $0 | $0 | $0 |
| Shirley Malone-Fenner | ||||||||||||||
| Dean of Arts & Sciences | $147,859 | $0 | $0 | $0 | $3,402 | $0 | $15,675 | $0 | $17,001 | $0 | $183,937 | $0 | $0 | $0 |
| Linda Davis | ||||||||||||||
| Dean, Center for International Programs and Partnerships | $142,867 | $0 | $0 | $0 | $2,038 | $0 | $7,258 | $0 | $6,056 | $0 | $158,219 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | Travel for companions: The president's spouse travels with her 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 president's college-provided vehicle. Housing allowance or residence for personal use: The president's contract and responsibilities require her to reside in a college-owned home on the business premises of the College near campus. The gross-up payments are taxable income while the travel and housing are not taxable. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Business Name Line2IssuerName/BusinessNameLine2Txt | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|---|
| Mass Development Finance | |||||||||
| A | Agency | 043431814 | 57583RRE7 | 2007-09-27 | $5,101,993 | Refinance MHEFA bonds and construction of campus | 0 | 0 | 0 |
| Mass Development Finance | |||||||||
| B | Agency | 043431814 | 57583RRF4 | 2007-09-27 | $17,856,977 | Refinance MHEFA bonds and construction of campus | 0 | 0 | 0 |
| Mass Development Finance | |||||||||
| C | Agency | 043431814 | 57583RRG2 | 2007-09-27 | $19,557,642 | Refinance MHEFA bonds and construction of campus | 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 | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $5,101,993 | $225,514 | $196,532 | $1,953,148 | $85,937 | $0 | $0 | $2,640,862 | $0 | $0 | 2008 | 0 | Yes (1) | Yes (1) | Yes (1) |
| B | $0 | $0 | $17,856,977 | $789,301 | $687,862 | $6,836,017 | $300,778 | $0 | $0 | $9,243,019 | $0 | $0 | 2008 | 0 | Yes (1) | Yes (1) | Yes (1) |
| C | $0 | $0 | $19,557,642 | $864,472 | $753,374 | $7,487,067 | $329,423 | $0 | $0 | $10,123,306 | $0 | $0 | 2008 | 0 | Yes (1) | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.0152 | 0.0059 | 0.0211 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.0152 | 0.0059 | 0.0211 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.0152 | 0.0059 | 0.0211 | 0 | 0 | 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 | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AIG | |||||||||||
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | Yes (1) | 30 | Yes (1) | 0 | Yes (1) |
| AIG | |||||||||||
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | Yes (1) | 30 | Yes (1) | 0 | Yes (1) |
| AIG | |||||||||||
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | Yes (1) | 30 | Yes (1) | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part IV, Line 2c-09/27/2007 5,101,993 Mass Development Finance | 09/27/2007 5,101,993 Mass development Finance - The rebate computation was performed July 1, 2012. |
| Schedule K, Part IV, Line 2c-09/27/2007 17,856,977 Mass Development Finance | -09/27/2007 17,856,977 Mass Development Finance - The rebate computation was performed July 1, 2012. |
| Schedule K, Part IV, Line 2c-09/27/2007 19,557,642 Mass Development Finance | 09/27/2007 19,557,642 Mass Development Finance - The rebate computation was performed July 1, 2012. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Substantial Contributor | |||
| Substantial Contributor | $1,999,341 | Student meal plans and catering services | 0 |
| Substantial Contributor | |||
| Substantial Contributor | $1,674,653 | Health insurance premiums | 0 |
| Substantial Contributor | |||
| Substantial Contributor | $217,305 | Fees for legal services provided | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 31 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,731,409 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV on date of gift | 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 (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | Trustees Jane Roberts and Mark Roberts are married to each other. |
| 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 committee 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 & 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 that 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | N/A | 0 | III-O |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| Charitable Remainder Trust (2) | ||||||||
| 200 The Riverway | Boston | MA | 02215 | Charitable Remainder Trust | MA | N/A | T | Yes (1) |
| Pooled Income Fund | ||||||||
| 200 The Riverway | Boston | MA | 02215 | Pooled Income Fund | MA | N/A | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | 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 |