2017-04-18T09:46:56-05:00 2016-05-31 PricewaterhouseCoopers LLP 101 SEAPORT BLVD SUITE 500 BOSTON MA 02210 990 2015-06-01 042103545 TRUSTEES OF BOSTON COLLEGE % JOYCE KING TRUS 6175522481 140 COMMONWEALTH AVENUE Suite Room CHESTNUT HILL MA 02467 JOHN D BURKE FINANCE VP / TREASURER 6175522481 2017-04-11 true GWEN SPENCER P00641463 6175305000 2015 2021-01-29 14:40:06Z X WILLIAM P LEAHY SJ 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 1911288421 false X www.bc.edu X 1863 MA SEE SCHEDULE O 51 51 12034 1 1648792 -774951 183567050 210570096 746011892 766855638 132576928 113619534 -2594074 -914408 1059561796 1090130860 173948922 184041181 0 0 465748143 490303896 0 0 19134663 278555217 288539261 918252282 962884338 141309514 127246522 4270257311 4203640745 1192262457 1192200450 3077994854 3011440295 X SEE SCHEDULE O false false 475847732 182877817 586118344 INSTRUCTION - INCLUDES EXPENDITURES TO PROVIDE COURSEWORK FOR STUDENTS AND TO PROVIDE FINANCIAL AID IN THE FORM OF SCHOLARSHIPS AND FELLOWSHIPS. ENROLLMENTS WERE 14,170 AND THE NUMBER OF DEGREES CONFERRED WAS 4,077. 163626039 157749564 AUXILIARY SERVICES - INCLUDES EXPENDITURES FOR THE SELF-SUPPORTING ACTIVITIES OF THE UNIVERSITY SUCH AS THE OPERATIONS OF 30 RESIDENCE HALLS, 14 DINING FACILITIES, 31 NCAA DIVISION I ATHLETIC TEAMS, BOOKSTORE AND HEALTH SERVICES. 132345698 STUDENT SERVICES AND ACADEMIC SUPPORT - INCLUDES ACTIVITIES OF WHICH THE PRIMARY PURPOSE IS TO CONTRIBUTE TO THE STUDENTS' EMOTIONAL AND PHYSICAL WELL-BEING AND TO HIS/HER INTELLECTUAL, CULTURAL, AND SOCIAL DEVELOPMENT. OPERATED 8 UNIVERSITY LIBRARY FACILITIES CONTAINING OVER 3.2 MILLION VOLUMES SERVING THE UNIVERSITY AND SURROUNDING COMMUNITY. 58188711 1163364 22987730 830008180 true true false true false false false true true true true true false false true false false true true true true true false false true false false true true true true false false false false false true false false false false true true false false true true true false false false true 1912 0 true 12034 true true true false false false false true true false false false false X 51 51 true false false false false false false true true false false false true true true true true true true false MA X X JOYCE KING 6175523361 CONTROLLERS OFFICE 140 COMM AVE CHESTNUT HILL MA 024673800 JOHN F FISH TRUSTEE - CHAIR 1.0 0.0 X 0 0 0 PETER K MARKELL TRUSTEE - VICE CHAIR 1.0 0.0 X 0 0 0 STEVEN M BARRY TRUSTEE 1.0 0.0 X 0 0 0 DRAKE G BEHRAKIS TRUSTEE 1.0 0.0 X 0 0 0 PATRICIA LYNOTT BONAN TRUSTEE 1.0 0.0 X 0 0 0 MATTHEW J BOTICA TRUSTEE 1.0 0.0 X 0 0 0 CATHY M BRIENZA TRUSTEE 1.0 0.0 X 0 0 0 KAREN IZZI BRISTING TRUSTEE 1.0 0.0 X 0 0 0 JOHN E BUEHLER JR TRUSTEE 1.0 0.0 X 0 0 0 PATRICK CARNEY TRUSTEE 1.0 0.0 X 0 0 0 CHARLES I CLOUGH JR TRUSTEE 1.0 0.0 X 0 0 0 MARGOT C CONNELL TRUSTEE 1.0 0.0 X 0 0 0 ROBERT J COONEY TRUSTEE 1.0 0.0 X 0 0 0 LEO J CORCORAN TRUSTEE 1.0 0.0 X 0 0 0 PAUL R COULSON TRUSTEE 1.0 0.0 X 0 0 0 CLAUDIA HENAO DE LA CRUZ TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL H DEVLIN II TRUSTEE 1.0 0.0 X 0 0 0 JOHN R EGAN TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL E ENGH SJ TRUSTEE 1.0 0.0 X 0 0 0 MARIO J GABELLI TRUSTEE 1.0 0.0 X 0 0 0 WILLIAM J GEARY TRUSTEE 1.0 0.0 X 0 0 0 SUSAN MCMANAMA GIANINNO TRUSTEE 1.0 0.0 X 0 0 0 JANICE GIPSON TRUSTEE 1.0 0.0 X 0 0 0 DAVID T GRIFFITH TRUSTEE 1.0 0.0 X 0 0 0 KATHLEEN POWERS HALEY TRUSTEE 1.0 0.0 X 0 0 0 CHRISTIAN WE HAUB TRUSTEE 1.0 0.0 X 0 0 0 DANIEL S HENDRICKSON SJ TRUSTEE 1.0 0.0 X 0 0 0 JOSEPH L HOOLEY III TRUSTEE 1.0 0.0 X 0 0 0 KATHLEEN FLATLEY IX TRUSTEE 1.0 0.0 X 0 0 0 ROBERT L KEANE SJ TRUSTEE 1.0 0.0 X 0 0 0 WILLIAM P LEAHY SJ PRESIDENT, TRUSTEE 1.0 0.0 X X 0 0 0 PETER S LYNCH TRUSTEE 1.0 0.0 X 0 0 0 MATTHEW F MALONE SJ TRUSTEE 1.0 0.0 X 0 0 0 TJ MALONEY TRUSTEE 1.0 0.0 X 0 0 0 CARMINE MARTIGNETTI TRUSTEE 1.0 0.0 X 0 0 0 DAVID M MCAULIFFE TRUSTEE 1.0 0.0 X 0 0 0 WILLIAM S MCKIERNAN TRUSTEE 1.0 0.0 X 0 0 0 JOHN C MORRISSEY III TRUSTEE 1.0 0.0 X 0 0 0 JOHN V MURPHY TRUSTEE 1.0 0.0 X 0 0 0 BRIEN M O'BRIEN TRUSTEE 1.0 0.0 X 0 0 0 FRANK E PREVITE TRUSTEE 1.0 0.0 X 0 0 0 NAVYN DATOO SALEM TRUSTEE 1.0 0.0 X 0 0 0 REV NICHOLAS A SANNELLA TRUSTEE 1.0 0.0 X 0 0 0 PHILIP W SCHILLER TRUSTEE 1.0 0.0 X 0 0 0 SUSAN MARTINELLI SHEA TRUSTEE - SECRETARY 1.0 0.0 X 0 0 0 MARIANNE D SHORT TRUSTEE 1.0 0.0 X 0 0 0 RALPH C STAYER TRUSTEE 1.0 0.0 X 0 0 0 PATRICK T STOKES TRUSTEE 1.0 0.0 X 0 0 0 ELIZABETH W VANDERSLICE TRUSTEE 1.0 0.0 X 0 0 0 DAVID C WEINSTEIN TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL D WHITE TRUSTEE 1.0 0.0 X 0 0 0 KELLI J ARMSTRONG VP PLANNING & ASSESSMENT 40.0 0.0 X 214770 0 97182 DANIEL F BOURQUE VP FACILITIES MANAGEMENT 40.0 0.0 X 261033 0 93958 MICHAEL J BOURQUE VP INFORMATION TECHNOLOGY 40.0 0.0 X 332967 0 100854 JOHN D BURKE FIN.VP&TREASURER (EFF DEC '15) 40.0 0.0 X 263156 0 121525 JOHN T BUTLER SJ VP UNIV. MISSION & MINISTRY 40.0 0.0 X 0 0 0 TERRENCE P DEVINO SJ VP & UNIV. SECRETARY 40.0 0.0 X 0 0 0 JAMES J HUSSON SENIOR VP UNIV. ADVANCEMENT 40.0 0.0 X 454003 0 55637 BARBARA JONES VP STUDENT AFFAIRS 40.0 0.0 X 281915 0 34772 THOMAS J KEADY VP GVMT & COMMUNITY AFFAIRS 40.0 0.0 X 275770 0 55672 MICHAEL J LOCHHEAD EXECUTIVE VP (EFF. FEB. 2015) 40.0 0.0 X 399669 0 45827 JAMES P MCINTYRE SENIOR VP (UNTIL SEP. 2015) 40.0 0.0 X 189174 0 38790 PETER C MCKENZIE FIN.VP&TREASURER(UNTIL DEC'15) 40.0 0.0 X 525859 0 53541 J DONALD MONAN SJ UNIVERSITY CHANCELLOR 40.0 0.0 X 0 0 0 DAVID QUIGLEY PROVOST & DEAN OF FACULTIES 40.0 0.0 X 503340 0 53515 DAVID P TRAINOR VP - HUMAN RESOURCES 40.0 0.0 X 336031 0 31182 JOHN J ZONA CHIEF INV. OFF&ASSOC. TREASUR. 40.0 0.0 X 834569 0 296626 STEPHEN R ADDAZIO FOOTBALL COACH 40.0 0.0 X 2397526 0 51423 JAMES P CHRISTIAN MEN'S BASKETBALL COACH 40.0 0.0 X 1412703 0 50532 EUGENE B DEFILIPPO DIRECTOR 40.0 0.0 X 1227300 0 43425 ANDREW C BOYNTON DEAN - CSOM 40.0 0.0 X 668956 0 55934 BRADLEY J BATES ATHLETICS DIRECTOR 40.0 0.0 X 589063 0 50685 CUTBERTO GARZA PROFESSOR & FORMER PROVOST 40.0 0.0 X 200228 0 47734 PATRICK J KEATING FORMER EXECUTIVE VP 40.0 0.0 X 476785 0 53495 JOSEPH F QUINN FORMER INTERIM PROVOST 40.0 0.0 X 320863 0 55487 LEO V SULLIVAN FORMER VP - HUMAN RESOURCES 40.0 0.0 X 288461 0 52787 12454141 0 1540583 866 true true false BOND BROTHERS INC 145 SPRING STREET EVERETT MA 02149 CONSTRUCTION 53758257 CONSIGLI CONSTRUCTION CO INC 72 SUMMER STREET MILFORD MA 01757 CONSTRUCTION 16774999 SHAWMUT DESIGN AND CONSTRUCTION 500 HARRISON AVENUE SUITE 200 BOSTON MA 02118 CONSTRUCTION 13199895 GRANDE MASONRY 780 ALLENS AVENUE PROVIDENCE RI 02905 CONSTRUCTION 2839847 HARRISON GLOBAL LLC - BOSTON COACH 69 NORMAN STREET EVERETT MA 02149 TRANSPORTATION 2762194 250 9610682 29212825 171746589 23535082 210570096 TUITION AND FEES 900099 586118344 586118344 SALES/SERVICES OF AUXILLARY ENTERPRISES 900099 157749564 156781613 967951 NON-GOVT GRANTS/F&A RECOVERY 900099 6587034 6587034 OTHER MISCELLANEOUS PROGRAM REVENUE 900099 16400696 16400696 766855638 24273686 654210 23619476 52516 52516 496023 26631 469392 1360251 2341915 -981664 0 -981664 -981664 905714967 816421635 89293332 89293332 89293332 850175 9610682 2394011 -1543836 -1543836 0 0 CHILDREN'S CENTER 624410 651925 651925 VENDING 900099 463144 463144 1115069 1090130860 765887687 1648792 112024285 849254 849254 182877817 182877817 314110 314110 0 5534572 905209 4343570 285793 1466062 1128653 337409 368558186 282334254 74718413 11505519 24381198 18507666 5107927 765605 67535047 51265573 14148776 2120698 22828831 17329271 4782702 716858 0 1556584 188870 1367714 646848 646848 75000 75000 0 15611820 15611820 35355217 29488643 5349610 516964 465264 424671 40204 389 10865094 7022882 2676650 1165562 2669747 232921 2326167 110659 0 27348613 9923783 17424830 19236045 17634236 789551 812258 0 4960721 2139667 2075251 745803 36270312 32451794 3818518 0 62386382 54461467 7924915 0 COST OF GOODS SOLD 17580851 17580851 OPERATIONS & MAINT. ALLOC. 55288458 -55288458 DISPOSALS/WRITE-OFFS 10218522 10218522 UBI TAXES 12500 12500 43279741 37439608 5451578 388555 962884338 830008180 113741495 19134663 9962744 7923289 3788059 6328254 163563422 212046570 32661679 34109697 3742372 4524807 0 0 82124995 79326667 382640 417529 6125125 7223197 2315210745 861731165 1322882406 1453479580 1488071024 1184557907 1145840045 1202590448 11112800 11112800 0 0 0 0 4270257311 4203640745 180093942 205652308 6090033 10111414 16231809 15087626 744983076 723194969 8165591 7422171 0 0 5738834 5002778 180158780 175379610 50800392 50349574 1192262457 1192200450 X 1524455656 1466111908 642477296 574300033 911061902 971028354 3077994854 3011440295 4270257311 4203640745 X 127246522 -190318634 -3482447 X false true X true true true X 138347773 117173398 139307553 183567050 210570096 788965870 0 0 138347773 117173398 139307553 183567050 210570096 788965870 36159414 752806456 26418085 20818244 26825182 29971669 26182476 130215656 0 3526717 0 0 3526717 1955409 1844225 2365653 1752615 1965244 9883146 932591389 3583351821 0.80722 0.81776 X SCHEDULE A, PART II, LINE 10 THE TOTAL REPORTED ON LINE 10 IS COMPRISED OF EVENT INCOME, CHILDREN'S CENTER, VENDING, AND GAIN ON EXTINGUISHMENT OF DEBT (2013). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 75000 false false 75000 false FORM 990, SCHEDULE C, PART II-B, LINE 1-G LOBBYING ACTIVITY EXPLANATION PAYMENTS FOR LOBBYING EXPENDITURES ARE MADE TO THE FOLLOWING: CASSIDY AND ASSOCIATES, INC. - ASSIST MANAGEMENT IN THE IDENTIFICATION, DEVELOPMENT, AND PRESENTATION OF INSTITUTIONAL INITIATIVES FOR CONSIDERATION BY COMMITTEES OF CONGRESS, FEDERAL REGULATORY AGENCIES, AND OTHERS; ACT AS LIAISON TO GOVERNMENT AGENCIES BY MONITORING AND REPORTING ON GOVERNMENTAL PROGRAMS AND LEGISLATION RELEVANT TO INSTITUTIONAL INITIATIVES. THE ORGANIZATION PAYS MEMBERSHIP DUES TO MEMBER ORGANIZATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. THEREFORE, A PORTION OF THE DUES MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES. 1302550 24775989 X X X X false false true X 2345990000 53622000 -99775000 28831000 72651000 2688000 2195667000 2198282000 88693000 155877000 26467000 68357000 2038000 2345990000 1981349000 61865000 244280000 21871000 65563000 1778000 2198282000 1757446000 38088000 272617000 20724000 64465000 1613000 1981349000 1889079000 49701000 -100032000 17683000 62244000 1375000 1757446000 0.37930 0.44220 0.17850 false false 209053877 209053877 1419730464 568721071 851009393 236963048 193001829 43961219 449463356 100008265 349455091 1453479580 EQUITIES 905051910 F REAL ESTATE 76054906 F FIXED INCOME 127547500 F CASH 93936132 F 1202590448 0 DEPOSITS PAYABLE 14095974 US GOVERNMENT LOAN ADVANCES 36253600 50349574 SCHEDULE D, PART III, LINE 4 THE COLLECTIONS HELD BY BOSTON COLLEGE EDUCATE AND INSPIRE ITS STUDENTS AND FACULTY. SCHEDULE D, PART IV, LINE 2B STATE STREET HOLDS THE MAJORITY OF OUR TRUSTS. SCHEDULE D, PART V, LINE 4 THE INTENT OF THE ENDOWMENT FUND IS TO GENERATE INVESTMENT EARNINGS AS A SOURCE OF REVENUE TO SUPPORT STUDENT AID, INSTRUCTION, STUDENT FORMATION AND OTHER OPERATING ACTIVITIES OF THE UNIVERSITY RESTRICTED BY DONORS OR INTERNALLY DESIGNATED BY THE BOARD OF TRUSTEES. SCHEDULE D, PART X, LINE 2 BOSTON COLLEGE'S FINANCIAL STATEMENTS DID NOT INCLUDE A FIN 48 FOOTNOTE. true true true true true true true false false false false false false false false true false true NON-DISCRIMINATION POLICY PART I, LINE 3 A DESCRIPTION OF THE UNIVERSITY NON-DISCRIMINATORY POLICY IS PUBLISHED IN THE UNDERGRADUATE ADMISSION BULLETIN, THE STUDENT SERVICES WEBSITE REGISTRATION MATERIALS, THE UNIVERSITY COURSE CATALOG AND JOB POSTINGS ON THE HUMAN RESOURCES WEBSITE. PART I, LINE 6A THE UNIVERSITY PARTICIPATES IN SEOG, PERKINS, WORK-STUDY, AND OTHER GOVERNMENTAL TITLE IV AND HEALTH AND HUMAN SERVICES AID PROGRAMS. Central America and the Caribbean 32 Program Services RESEARCH, PUB SERVICES 159941 East Asia and the Pacific 81 Program Services RSRCH, STUDY ABRD, INS 809358 Europe (Including Iceland and Greenland) 3 470 Program Services STUD ABRD INST ACA SUP 6381710 Middle East and North Africa 28 Program Services PUB SRV, INST, RSRCH 132890 North America 187 Program Services RSRCH, ATHL, INF TECH 1260970 Russia and the Newly Independent States 6 Program Services INSTRUCTION, RESEARCH 21943 South America 54 Program Services STUDY AB, RSRCH, INSTR 730119 South Asia 14 Program Services INSTRUCTION, RESEARCH 37090 Sub-Saharan Africa 19 Program Services STUDY ABRD, RESEARCH 213062 Sub-Saharan Africa Grantmaking 314110 Central America and the Caribbean Investments 521244413 Europe (Including Iceland and Greenland) Investments 36725304 Sub-Saharan Africa Investments 8933846 East Asia and the Pacific Fundraising 87494 Europe (Including Iceland and Greenland) Fundraising 18475 Middle East and North Africa Fundraising 8801 North America Fundraising 8495 3 891 3 891 577088021 577088021 Sub-Saharan Africa GENERAL SUPPORT 71000 WIRE TRANSFR Sub-Saharan Africa GENERAL SUPPORT 23070 WIRE TRANSFR Sub-Saharan Africa GENERAL SUPPORT 100040 WIRE TRANSFR Sub-Saharan Africa GENERAL SUPPORT 100000 WIRE TRANSFR Sub-Saharan Africa GENERAL SUPPORT 20000 WIRE TRANSFR true false true true true false PART I, LINE 2 BOSTON COLLEGE ISSUES GRANT FUNDS BASED UPON BUDGETED PROPOSALS AND RECEIVES REPORTS FROM THE GRANT RECIPIENTS TO MONITOR THE USE OF THESE AWARD FUNDS DURING AND AT THE END OF THE FUNDING PERIOD. PART I, LINE 3, COLUMN F THE ORGANIZATION REVIEWS ALL FOREIGN WIRE INFORMATION AND INTERNATIONAL TRAVEL EXPENSES FOR OVERSEAS PAYMENTS AND DISCUSSES WITH THE DEPARTMENTS ORIGINATING THE PAYMENTS TO DETERMINE IF THE PAYMENTS WERE FOR FOREIGN ACTIVITIES. THE FOREIGN EXPENDITURES ARE CAPTURED SEPARATELY IN THE ORGANIZATION'S ACCOUNTING SYSTEM AND AMOUNTS INCLUDED ON SCHEDULE F ARE PURSUANT TO THE ORGANIZATION'S ACCOUNTING SYSTEM. PART II, LINE 1 FOREIGN GRANTS ARE TRACKED SEPARATELY IN THE ORGANIZATION'S GENERAL LEDGER. NIGHT AT POPS 8678409 8064984 613425 399816 423661 338347 551919 WALL ST. DINNER 1782448 1545698 236750 75729 403857 8000 192682 0 10460857 9610682 850175 475545 827518 346347 744601 2394011 -1543836 true GLORIOUS ORPHANAGE CORPORATION 674 CLAPBOARDTREE STREET WESTWOOD MA 02090 800553024 501(C)(3) 75000 GENERAL SUPPORT BRIGHTON MARINE HEALTH CENTER INC 77 WARREN STREET 7TH FLOOR EXECUTIVE OFFICE BRIGHTON MA 02135 042742727 501(C)(3) 90000 GENERAL SUPPORT BRIGHTON MAIN STREETS 358 WASHINGTON STREET BRIGHTON MA 02135 043407004 501(C)(3) 100000 GENERAL SUPPORT CITY OF BOSTON POLICE DEPARTMENT - DISTRICT 14 301 WASHINGTON STREET BRIGHTON MA 02135 046001380 GOVT 40000 GENERAL SUPPORT CITY OF BOSTON TRANSPORTATION DEPARTMENT BOSTON CITY HALL ROOM 721 BOSTON MA 02201 046001380 GOVT 95600 GENERAL SUPPORT THE FUND FOR PARKS AND RECREATION 1010 MASSACHUSETTS AVENUE 3RD FLOOR BOSTON MA 02118 042784811 GOVT 95538 GENERAL SUPPORT MASS DEPT OF CONSERVATION AND RECREATION 251 CAUSEWAY STREET SUITE 900 BOSTON MA 02114 046002284 GOVT 25000 GENERAL SUPPORT ALLSTON BRIGHTON COMMUNITY FUND 116 College Road Chestnut Hill MA 02467 042304133 501(C)(3) 75000 GENERAL SUPPORT CITY OF NEWTON 1000 Commonwealth Ave Newton MA 02459 046001404 Govt 100000 General support NEIGHBORHOOD HOUSING TRUST Boston City Hall One City Hall Pla Boston MA 02201 046001380 Govt 26465 GENERAL SUPPORT NEWTON PUBLIC SCHOOLS 100 Walnut Street Newtonville MA 02460 237065010 GOVT 100000 GENERAL SUPPORT 11 SCHOLARSHIPS TO STUDENTS 7685 182877817 PART I, LINE 2 - GRANT PROCEDURES BOSTON COLLEGE AWARDS NEED BASED FINANCIAL AID, INCLUDING GRANTS AND LOANS TO STUDENTS BASED ON ELIGIBILITY REQUIREMENTS SUCH AS FINANCIAL NEED AND ACADEMIC PROGRESS. AID IS ADMINISTERED BY THE STUDENT SERVICES OFFICE. STUDENTS AND THEIR PARENTS COMPLETE EXTENSIVE APPLICATION MATERIALS, SUBMIT TAX RETURNS AND OTHER DOCUMENTS TO SUPPORT THEIR CLAIM FOR FINANCIAL ASSISTANCE. IN ADDITION, THE COLLEGE MAKES A LIMITED NUMBER OF SCHOLARSHIPS AVAILABLE BASED ON ACADEMIC OR ATHLETIC ACHIEVEMENT. ON OCCASION BOSTON COLLEGE MAY PROVIDE GRANTS TO 501(C)(3) AND GOVERNMENT ENTITIES. THESE GRANTS ARE PROVIDED AT THE COLLEGES DISCRETION. PART III, COLUMN (C) THE CASH GRANT IS REFLECTED ON STUDENTS ACCOUNTS. SOME OF THE GRANTS LISTED MAY HOWEVER, BE PAID DIRECTLY TO THE STUDENT VIA ACCOUNTS PAYABLE AS A MONTHLY 'NON SERVICE STIPEND'. THE GRANTS ALSO INCLUDE BOOK VOUCHERS, LOAN FORGIVENESS AND CHILDREN'S CENTER AID. X X X X false true X X X false true false false false false false true false KELLI J ARMSTRONG VP PLANNING & ASSESSMENT 198968 0 0 0 15802 0 20608 0 76574 0 311952 0 0 0 DANIEL F BOURQUE VP FACILITIES MANAGEMENT 243246 0 0 0 17787 0 19893 0 74065 0 354991 0 0 0 MICHAEL J BOURQUE VP INFORMATION TECHNOLOGY 297737 0 0 0 35230 0 26500 0 74354 0 433821 0 0 0 JOHN D BURKE FIN.VP&TREASURER (EFF DEC '15) 261789 0 0 0 1367 0 21200 0 100325 0 384681 0 0 0 JAMES J HUSSON SENIOR VP UNIV. ADVANCEMENT 400676 0 0 0 53327 0 26500 0 29137 0 509640 0 0 0 BARBARA JONES VP STUDENT AFFAIRS 249693 0 0 0 32222 0 20298 0 14474 0 316687 0 0 0 THOMAS J KEADY VP GVMT & COMMUNITY AFFAIRS 256993 0 0 0 18777 0 26500 0 29172 0 331442 0 0 0 MICHAEL J LOCHHEAD EXECUTIVE VP (EFF. FEB. 2015) 373691 0 0 0 25978 0 21200 0 24627 0 445496 0 0 0 JAMES P MCINTYRE SENIOR VP (UNTIL SEP. 2015) 173390 0 0 0 15784 0 19328 0 19462 0 227964 0 0 0 PETER C MCKENZIE FIN.VP&TREASURER(UNTIL DEC'15) 478144 0 0 0 47715 0 26500 0 27041 0 579400 0 0 0 DAVID QUIGLEY PROVOST & DEAN OF FACULTIES 438065 0 0 0 65275 0 26500 0 27015 0 556855 0 0 0 DAVID P TRAINOR VP - HUMAN RESOURCES 281601 0 0 0 54430 0 5459 0 25723 0 367213 0 0 0 JOHN J ZONA CHIEF INV. OFF&ASSOC. TREASUR. 549559 0 266200 0 18810 0 242700 0 53926 0 1131195 0 0 0 STEPHEN R ADDAZIO FOOTBALL COACH 2288112 0 75000 0 34414 0 21200 0 30223 0 2448949 0 0 0 JAMES P CHRISTIAN MEN'S BASKETBALL COACH 1230767 0 0 0 181936 0 21200 0 29332 0 1463235 0 0 0 EUGENE B DEFILIPPO DIRECTOR 275148 0 0 0 952152 0 23442 0 19983 0 1270725 0 0 0 ANDREW C BOYNTON DEAN - CSOM 467745 0 0 0 201211 0 26500 0 29434 0 724890 0 0 0 BRADLEY J BATES ATHLETICS DIRECTOR 529476 0 25000 0 34587 0 21200 0 29485 0 639748 0 0 0 CUTBERTO GARZA PROFESSOR & FORMER PROVOST 179422 0 0 0 20806 0 20461 0 27273 0 247962 0 0 0 PATRICK J KEATING FORMER EXECUTIVE VP 453387 0 0 0 23398 0 26500 0 26995 0 530280 0 0 0 JOSEPH F QUINN FORMER INTERIM PROVOST 298677 0 0 0 22186 0 26500 0 28987 0 376350 0 0 0 LEO V SULLIVAN FORMER VP - HUMAN RESOURCES 256943 0 0 0 31518 0 26406 0 26381 0 341248 0 0 0 SCHEDULE J, PART I THE UNIVERSITY PAID COMPENSATION AND BENEFITS OF $6,352,309 TO THE JESUIT COMMUNITY, THE FOUNDERS OF BOSTON COLLEGE, FOR INSTRUCTIONAL, ADMINISTRATIVE AND INSTITUTIONAL SERVICES, WHICH INCLUDE THE SERVICES RENDERED BY THE UNIVERSITY'S JESUIT OFFICERS. SCHEDULE J, PART I, LINE 1A FIRST CLASS TRAVEL OR CHARTER TRAVEL: BOSTON COLLEGE DOES NOT GENERALLY PERMIT FIRST CLASS TRAVEL FOR BUSINESS TRIPS. HOWEVER, ON OCCASSION FOR UNUSUALLY LONG FLIGHTS IT MAY BE PERMITTED PROVIDED THERE IS APPROVAL IN ADVANCE. IN CONNECTION WITH ITS ATHLETICS PROGRAM, CERTAIN TEAMS UTILIZE CHARTER TRAVEL. AS PART OF THEIR RESPONSIBILITIES, THREE HIGHLY COMPENSATED INDIVIDUALS FLEW CHARTER WITH THE ATHLETIC TEAMS AND ONE HIGHLY COMPENSATED EMPLOYEE TRAVELLED FIRST CLASS. IN CONNECTION WITH INTERNATIONAL TRAVEL, TWO OFFICERS TRAVELLED FIRST CLASS FOR BUSINESS PURPOSES DURING CALENDAR YEAR 2015. HOUSING: ONE OFFICER RECEIVED HOUSING ALLOWANCE, WHICH IS INCLUDED IN COLUMN B(III). TRAVEL FOR COMPANIONS: UNIVERSITY POLICY IS NOT TO REIMBURSE FOR COMPANION TRAVEL. DURING CALENDAR YEAR 2015, THREE HIGHLY COMPENSATED INDIVIDUALS LISTED IN PART VII HAVE HAD COMPANION TRAVEL AT NO ADDITIONAL COST TO THE COLLEGE. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: THREE HIGHLY COMPENSATED INDIVIDUALS AND A FORMER OFFICER RECEIVE AN ANNUAL MEMBERSHIP TO A LOCAL COUNTRY CLUB. THE FULL VALUE WAS INCLUDED IN THEIR TAXABLE COMPENSATION. SCHEDULE J PART I, LINE 1B BOSTON COLLEGE HAS POLICIES THAT COVER FIRST CLASS TRAVEL AND TRAVEL FOR COMPANIONS. SUCH TRAVEL IS GENERALLY NOT PERMITTED BUT IS APPROVED ON A CASE BY CASE BASIS AT THE VP LEVEL. SOCIAL CLUB DUES ARE PROVIDED IN ACCORDANCE WITH THE CONTRACTS OF THE INDIVIDUALS WHO RECEIVE THE BENEFIT AND ARE APPROVED. SCHEDULE J, PART I, LINE 4B IN PRIOR YEARS PAYMENTS WERE MADE TO A 457(F) PLAN ON BEHALF OF EUGENE B. DEFILIPPO. AMOUNTS CONTRIBUTED UNDER THE PLAN WERE DISTRIBUTED TO HIM UPON HIM ATTAINING THE AGE OF 65 AND REMAINING EMPLOYED BY THE ORGANIZATION PER THE TERMS OF THE PLAN. THESE AMOUNTS ARE REPORTED IN COLUMN B(III), "OTHER REPORTABLE COMPENSATION". TERMS AND CONDITIONS OF DEFERRED PERFORMANCE COMPENSATION PLAN FOR INVESTMENT PROFESSIONALS: IN 2015 BOSTON COLLEGE ESTABLISHED A PERFORMANCE COMPENSATION PLAN ("PLAN") TO ASSIST WITH RECRUITMENT AND RETENTION OF ITS INVESTMENT OFFICE PROFESSIONALS. UNDER THE TERMS OF THE PLAN, PARTICIPANTS ARE ELIGIBLE FOR CERTAIN AWARDS BASED ON THE PERFORMANCE OF BOSTON COLLEGE'S INVESTMENTS EACH CALENDAR YEAR, AS MEASURED BY CERTAIN QUANTITATIVE AND QUALITATIVE FACTORS. A PORTION OF THE AWARD UNDER THE PLAN IS SUBJECT TO A TWO YEAR DEFERRAL PERIOD. FOR 2015, THE CHIEF INVESTMENT OFFICERS COMPENSATION INCLUDED A BONUS PAYMENT UNDER THE PLAN INCLUDED ON SCHEDULE J, PART II, COLUMN (B)(II) AND A DEFERRAL AMOUNT INCLUDED IN SCHEDULE J, PART II COLUMN (C). SCHEDULE J, PART I, LINE 7 THE UNIVERSITY OFFERS INCENTIVE COMPENSATION TO CERTAIN INVESTMENT PROFESSIONALS BASED UPON THE UNIVERSITY'S INVESTMENT PERFORMANCE. SEE RESPONSE TO QUESTION 4B ABOVE. A MASS DEVELOPMENT FINANCE AGENCY - SERIES P 043431814 57583RPC3 2007-07-26 180931618 SEE PART VI false false false B MASS DEVELOPMENT FINANCE AGENCY - SERIES Q1 Q2 043431814 57583RL45 2009-05-21 104818300 SEE PART VI false false false C MASS DEVELOPMENT FINANCE AGENCY - SERIES R1 R2 043431814 57583R4M4 2010-11-16 215755525 SEE PART VI false false false D MASS DEVELOPMENT FINANCE AGENCY - SERIES S 043431814 57583UZQ4 2013-08-20 156252258 SEE PART VI false false false A 0 0 183728858 0 3421377 0 958893 0 0 99668378 79680210 0 2010 true true true true B 23560000 0 104968137 0 198197 0 583495 0 0 76951640 27234805 0 2012 true false true true C 28805500 0 215832146 0 7322415 0 1163025 0 0 101849143 105487563 0 2014 true false true true D 10875000 0 156256951 0 0 0 676551 0 0 60005158 95575242 0 2016 true false true true A false false true true true true 0.01400 0.00100 0.01500 false false false true B false true true true true true 0.00200 0.00000 0.00200 false false false true C false false true true true true 0.00100 0.00000 0.00100 false false false true D false false true true true true 0.01100 0.00000 0.01100 false false false true A false true false false 0 true RABOBANK INTERNTL 2.5 true false true B false true false false 0 false 0 false true C false true false false 0 false 0 false true D false true false false 0 false 0 false true A true B true C true D true SCHEDULE K, PART I, COLUMN F a. PARTIAL REFUNDING MHEFA SERIES K (11/16/93), REFUNDING MHEFA POOL E (4/25/91), PROPERTY ACQUISITION - CONSTRUCTION, RENOVATION AND EQUIPMENT FOR VARIOUS BUILDINGS ON MULTIPLE CAMPUSES. B. REFUNDING BANK OF AMERICA, LINE OF CREDIT (12/10/08), PROPERTY ACQUISTION - CONSTRUCTION, RENOVATION AND EQUIPMENT FOR VARIOUS BUILDINGS ON MULTIPLE CAMPUSES. C. REFUNDING MHEFA SERIES L (9/25/98) - CONSTRUCTION, RENOVATION AND EQUIPMENT FOR VARIOUS BUILDINGS ON MULTIPLE CAMPUSES. D. REFUNDING MHEFA SERIES N (9/04/03) - CONSTRUCTION, RENOVATION AND EQUIPMENT FOR VARIOUS BUILDINGS ON MULTIPLE CAMPUSES. PART II, LINE 3 THE DIFFERENCE BETWEEN THE AMOUNT OF TOTAL PROCEEDS AND THE ISSUE PRICE IN PART I IS THE RESULT OF INVESTMENT EARNINGS. PART IV, LINE 2(C), COLUMN(B) THE REBATE COMPUTATION WAS PERFORMED ON 5/31/2012. PART IV, LINE 2(C), COLUMN(C) THE REBATE COMPUTATION WAS PERFORMED ON 5/31/2014. JAMES HUSSON SR VP ADV MORTGAGE X 500000 500000 false true true MICHAEL LOCHHEAD EXECUTIVE VP MORTGAGE X 600000 600000 false true true DAVID QUIGLEY PROVOST MORTGAGE X 250000 225307 false true true DAVID QUIGLEY PROVOST MORTGAGE X 200000 80000 false true true BARBARA JONES VP STUDENT MORTGAGE X 369500 369500 false true true DAVID TRAINOR VP HUMAN RES MORTGAGE X 400000 400000 false true true 2174807 X 21 1287600 OPINION OF EXPERTS X 97066 OPINION OF EXPERTS X 288 18808034 MARKET VALUE X SPRINKLER SYSTEMS 3 3248230 ACTUAL INVOICE PRICE X EVENTS/RECEPTIONS 9 34310 ACTUAL INVOICE PRICE X GAME TICKETS 2 17520 ACTUAL INVOICE PRICE X FLOWERS, PICTURE FRAMES, ADVERTISING 3 42322 ACTUAL INVOICE PRICE false true false SCHEDULE M, PART I, COLUMN (B) COLUMN B IS BASED ON THE NUMBER OF CONTRIBUTIONS. FORM 990, PART I, LINE 1 AND PART III, LINE 1 MISSION STRENGTHENED BY MORE THAN A CENTURY AND A HALF OF DEDICATION TO ACADEMIC EXCELLENCE, BOSTON COLLEGE COMMITS ITSELF TO THE HIGHEST STANDARDS OF TEACHING AND RESEARCH IN UNDERGRADUATE, GRADUATE AND PROFESSIONAL PROGRAMS AND TO THE PURSUIT OF A JUST SOCIETY THROUGH ITS OWN ACCOMPLISHMENTS, THE WORK OF ITS FACULTY AND STAFF, AND THE ACHIEVEMENTS OF ITS GRADUATES. IT SEEKS BOTH TO ADVANCE ITS PLACE AMONG THE NATION'S FINEST UNIVERSITIES AND TO BRING TO THE COMPANY OF ITS DISTINGUISHED PEERS AND TO CONTEMPORARY SOCIETY THE RICHNESS OF THE CATHOLIC INTELLECTUAL IDEAL OF A MUTUALLY ILLUMINATING RELATIONSHIP BETWEEN RELIGIOUS FAITH AND FREE INTELLECTUAL INQUIRY. BOSTON COLLEGE DRAWS INSPIRATION FOR ITS ACADEMIC AND SOCIETAL MISSION FROM ITS DISTINCTIVE RELIGIOUS TRADITION. AS A CATHOLIC AND JESUIT UNIVERSITY, IT IS ROOTED IN A WORLD VIEW THAT ENCOUNTERS GOD IN ALL CREATION AND THROUGH ALL HUMAN ACTIVITY, ESPECIALLY IN THE SEARCH FOR TRUTH IN EVERY DISCIPLINE, IN THE DESIRE TO LEARN, AND IN THE CALL TO LIVE JUSTLY TOGETHER. IN THIS SPIRIT, THE UNIVERSITY REGARDS THE CONTRIBUTION OF DIFFERENT RELIGIOUS TRADITIONS AND VALUE SYSTEMS AS ESSENTIAL TO THE FULLNESS OF ITS INTELLECTUAL LIFE AND TO THE CONTINUOUS DEVELOPMENT OF ITS DISTINCTIVE INTELLECTUAL HERITAGE. BOSTON COLLEGE PURSUES THIS DISTINCTIVE MISSION BY SERVING SOCIETY IN THREE WAYS: - BY FOSTERING THE RIGOROUS INTELLECTUAL DEVELOPMENT AND THE RELIGIOUS, ETHICAL AND PERSONAL FORMATION OF ITS UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS IN ORDER TO PREPARE THEM FOR CITIZENSHIP, SERVICE AND LEADERSHIP IN A GLOBAL SOCIETY; - BY PRODUCING NATIONALLY AND INTERNATIONALLY SIGNIFICANT RESEARCH THAT ADVANCES INSIGHT AND UNDERSTANDING, THEREBY BOTH ENRICHING CULTURE AND ADDRESSING IMPORTANT SOCIETAL NEEDS; AND - BY COMMITTING ITSELF TO ADVANCE THE DIALOGUE BETWEEN RELIGIOUS BELIEF AND OTHER FORMATIVE ELEMENTS OF CULTURE THROUGH THE INTELLECTUAL INQUIRY, TEACHING AND LEARNING, AND THE COMMUNITY LIFE THAT FORM THE UNIVERSITY. BOSTON COLLEGE FULFILLS THIS MISSION WITH A DEEP CONCERN FOR ALL MEMBERS OF ITS COMMUNITY, WITH A RECOGNITION OF THE IMPORTANT CONTRIBUTION A DIVERSE STUDENT BODY, FACULTY AND STAFF CAN OFFER, WITH A FIRM COMMITMENT TO ACADEMIC FREEDOM, AND WITH A DETERMINATION TO EXERCISE CAREFUL STEWARDSHIP OF ITS RESOURCES IN PURSUIT OF ITS ACADEMIC GOALS. VOLUNTEERS FORM 990, PART I, LINE 6 ALTHOUGH BOSTON COLLEGE HAS MANY VOLUNTEERS WHO DEDICATE THEIR TIME AND EFFORTS TO THE COLLEGE, THEIR NUMBER IS NOT FORMALLY TRACKED. ALL TRUSTEES ARE PROVIDING VOLUNTEER SERVICES TO BOSTON COLLEGE. BOSTON COLLEGE ALUMNI KEEP UP THE JESUIT, CATHOLIC TRADITION AFTER GRADUATION AS ALUMNI VOLUNTEERS. WHETHER IT'S SIMPLY KEEPING IN TOUCH WITH FELLOW EAGLES OR MAKING A DIFFERENCE THROUGH THE UNIVERSITY, BOSTON COLLEGE HAS ACTIVE ALUMNI WHO CONTINUE TO VOLUNTEER THEIR TIME TO CONTRIBUTE TO THE BOSTON COLLEGE COMMUNITY. OTHER PROGRAM SERVICES FORM 990, PART III, LINE 4D EXPENDITURES FOR RESEARCH, PUBLIC SERVICE AND STUDENT AGENCIES AND OTHER MISCELLANEOUS PROGRAM REVENUES AND EXPENSES. FORM 990, PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION A - QUESTION 2 WILLIAM J. GEARY HAS BUSINESS RELATIONSHIPS WITH CHARLES I. CLOUGH, JR., JOHN V. MURPHY AND BRIEN M. O'BRIEN. PETER K. MARKELL HAS BUSINESS RELATIONSHIPS WITH JOHN F. FISH AND JOSEPH L. HOOLEY, III. JOSEPH L. HOOLEY, III AND JOHN F. FISH HAVE A BUSINESS RELATIONSHIP. DANIEL F. BOURQUE AND MICHAEL J. BOURQUE HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION B - QUESTION 11 WORKING WITH PRICEWATERHOUSECOOPERS, LLP (PWC), THE FORM 990 IS PREPARED BY BOSTON COLLEGE. UPON COMPLETION, THE FULL FORM 990 IS REVIEWED BY SENIOR MANAGEMENT, THE PRESIDENT OF BOSTON COLLEGE, THE CHAIR OF THE BOARD OF TRUSTEES, AND THE CHAIR OF THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE FULL 990, EXCLUDING THE INFORMATION OF DONORS WHO (AS A CONDITION OF THE GIFT AGREEMENTS) WISH TO REMAIN ANONYMOUS, IS REVIEWED AT A FINANCE AND AUDIT COMMITTEE MEETING. UPON FINALIZATION AND PRIOR TO FILING, THE FORM 990, EXCLUDING THE INFORMATION OF THE ANONYMOUS DONORS, IS THEN FORWARDED TO ALL TRUSTEES FOR THEIR REVIEW. PWC SIGNS THE RETURN AS PAID PREPARER AND ELECTRONICALLY FILES THE RETURN WITH THE IRS. THE RETURN IS THEN POSTED ON THE BOSTON COLLEGE WEBSITE. FORM 990, PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION B - QUESTION 12C EACH OFFICER, TRUSTEE, AND KEY EMPLOYEE IS REQUIRED TO DISCLOSE ANNUALLY, IN WRITING, ANY FINANCIAL OR BUSINESS RELATIONSHIPS THAT HE OR SHE, OR ANY FAMILY MEMBER, HAS WITH BOSTON COLLEGE. THESE DISCLOSURES ARE REVIEWED BY THE FINANCIAL VICE PRESIDENT AND TREASURER AND HIS STAFF. THE FINANCIAL VICE PRESIDENT AND TREASURER PREPARES A REPORT OF ALL CONFLICTS FOR REVIEW WITH THE PRESIDENT, EXECUTIVE VICE PRESIDENT, AND GENERAL COUNSEL. FOLLOWING THEIR REVIEW, THE REPORT IS REVIEWED WITH THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES AND THE CHAIRMAN OF THE BOARD OF TRUSTEES. ALL CONFLICT SITUATIONS ARE RESOLVED AT THIS FINAL REVIEW IN ACCORDANCE WITH THE UNIVERSITY'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION B - POLICIES, QUESTIONS 15A & B BOSTON COLLEGE'S PRESIDENT IS A MEMBER OF THE SOCIETY OF JESUS. THE COMPENSATION AND BENEFITS OF WILLIAM P. LEAHY S.J., ALONG WITH OTHER MEMBERS OF THE JESUIT COMMUNITY WHO PROVIDE SERVICES TO BOSTON COLLEGE, ARE PAID TO THE JESUIT COMMUNITY. TOTAL PAYMENTS TO THE JESUIT COMMUNITY IN FY'16 WERE $6,352,309. FOR ALL OTHER OFFICERS, TRUSTEES, AND KEY EMPLOYEES, BOSTON COLLEGE HAS AN EXECUTIVE COMPENSATION COMMITTEE THAT ANNUALLY REVIEWS AND APPROVES THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES. THE COMPENSATION COMMITTEE CONSIDERS MARKET DATA AND ANALYSES. THE COMMITTEE'S DELIBERATIONS ARE REFLECTED IN ITS MINUTES. FORM 990, PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION C - DISCLOSURE, LINE 19 BOSTON COLLEGE MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA ITS WEBSITE. ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 POST-RETIREMENT LOSS ($3,555,997) GAIN ON FOREIGN CURRENCY EXCHANGE $ 73,550 .............. ($3,482,447) BOSTON COLLEGE ALUMNI ASSOCIATION LLC 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 042103545 ALUM. REL MA 0 BC CHARITABLE REMAINDER TRUSTS (15) SUPPORT MA NA T true CHARITABLE REMAINDER TRUSTS (1) SUPPORT PA NA T true OTHER TRUSTS (4) SUPPORT MA NA T true POOLED LIFE INCOME FUND (1) SUPPORT MA NA T true false false false false false false false false false false false false false false false false false true FORM 990, SCHEDULE R, PART IV, LINE 1 CHARITABLE REMAINDER TRUSTS ARE DOMICILED IN MASSACHUSETTS AND PENNSYLVANIA.