WORCESTER POLYTECHNIC INSTITUTE: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: WORCESTER POLYTECHNIC INSTITUTE (EIN 04-2121659)
Tax period: 2014-07-01 to 2015-06-30
Filed: 2016-05-10
IRS object ID: 201641319349303054
Schema version: 2014v6.0
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 I
Schedule J
Schedule K
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-05-10T16:02:01-05:00	ReturnTs
Tax Period End	2015-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GRANT THORNTON LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	75 STATE STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02109	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2014-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042121659	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Worcester Polytechnic Institute	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% CHARLENE BELLOWS	InCareOfNm
Business Name Control	WORC	BusinessNameControlTxt
Phone	5088315577	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 Institute Road	AddressLine1Txt
City	Worcester	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01609	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Jeffrey Solomon	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	5088315577	PhoneNum
Signature	2016-05-16	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Robert J Butler Jr	PreparerPersonNm
PTIN	P00037953	PTIN
Phone	6177237900	PhoneNum

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-08-17 19:52:53Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Laurie Leshin	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 Institute Road	AddressLine1Txt
City	Worcester	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01609	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$315,331,517	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.wpi.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1865	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	Worcester Polytechnic Institute was founded in 1865 to create and convey the latest science and engineering knowledge in ways that are most beneficial for society.	ActivityOrMissionDesc
Voting Members Governing Body	29	VotingMembersGoverningBodyCnt
Voting Members Independent	26	VotingMembersIndependentCnt
Total Employee	3939	TotalEmployeeCnt
Total Volunteers	1075	TotalVolunteersCnt
Total Gross UBI	-$634,598	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$820,284	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$18,592,750	PYContributionsGrantsAmt
CY Contributions Grants	$31,452,693	CYContributionsGrantsAmt
PY Program Service Revenue	$256,560,600	PYProgramServiceRevenueAmt
CY Program Service Revenue	$277,637,959	CYProgramServiceRevenueAmt
PY Investment Income	$2,799,624	PYInvestmentIncomeAmt
CY Investment Income	$2,691,656	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$261,849	CYOtherRevenueAmt
PY Total Revenue	$277,952,974	PYTotalRevenueAmt
CY Total Revenue	$312,044,157	CYTotalRevenueAmt
PY Grants And Similar Paid	$71,601,856	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$83,091,835	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$122,211,574	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$130,999,139	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$5,215,498	CYTotalFundraisingExpenseAmt
PY Other Expenses	$88,471,751	PYOtherExpensesAmt
CY Other Expenses	$93,444,017	CYOtherExpensesAmt
PY Total Expenses	$282,285,181	PYTotalExpensesAmt
CY Total Expenses	$307,534,991	CYTotalExpensesAmt
PY Revenues Less Expenses	-$4,332,207	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$4,509,166	CYRevenuesLessExpensesAmt
Total Assets BOY	$863,535,367	TotalAssetsBOYAmt
Total Assets EOY	$872,836,583	TotalAssetsEOYAmt
Total Liabilities BOY	$300,786,517	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$305,954,138	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$562,748,850	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$566,882,445	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	The university educates talented men and women in engineering, science, management, and humanities in preparation for careers of professional practice, civic contribution, and leadership, facilitated by active lifelong learning. (cont. on sch. o)	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$219,719,522	ExpenseAmt
Grant	$73,045,991	GrantAmt
Revenue	$243,248,062	RevenueAmt
Desc	The university provides education in the fields of science, technology, engineering and mathematics to approximately 4,300 undergraduate and 2,300 graduate students. In addition, housing and board auxiliary services is provided for approximately 2,100 students. During fiscal year 2015, the university awarded 958 bachelor, 681 master and 42 PHD degrees. Students emerge from the university's unique experience ready to take on some of the most difficult challenges in science and technology. More importantly, they understand how their work can truly impact society and improve lives.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$4,479,055	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$6,329,729	RevenueAmt
Desc	The university's corporate and professional education division provides tailor-made programs to approximately 587 students, mainly at corporate student sites, using industry experts and dedicated program support staff. This practical approach adds value by providing clients with knowledge and skills that can be directly applied to their real-world job challenges. Additionally during fiscal year 2015, approximately 1,157 individuals participated in one or more professional workshops or short courses.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$27,956,522	ExpenseAmt
Grant	$10,045,844	GrantAmt
Revenue	$28,060,168	RevenueAmt
Desc	At the university, 119 faculty members and 304 students are engaged in cutting-edge research across a broad range of disciplines. The university receives research funding from a variety of sources, primarily from governmental organizations such as the National Science Foundation, Department of Defense, National Institute of Health and other federal agencies. Research at the university has a decidedly applied focus, with work focused on problems that are both interesting and important. The result is new knowledge, new innovations, and technological advances that attack some of the major challenges of our time.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$252,155,099	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	Yes (true)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (true)	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	Yes (true)	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	5868	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	3939	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	29	GoverningBodyVotingMembersCnt
Independent Voting Member	26	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	CHARLENE BELLOWS	PersonNm
Phone	5088315577	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 INSTITUTION ROAD	AddressLine1Txt
City	WORCESTER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01609	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Andrew Aberdale
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Michael Aspinwall
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
James Baum
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Curtis Carlson
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Michael Dolan
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Daniel Farrar
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Henry Fitzgerald
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
William Fitzgerald
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Steven Halstedt
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
David Heebner
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Debora Jackson
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Stuart Kazin
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Laurie Leshin
President beginning June 2014	40.0	1.0	Yes (X)	$317,732	$0	$90,660	Yes (X)
Francesca Maltese
Vice Chairman and Trustee	2.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
Robert Martin
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Erica Mason
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Neil McDonough
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Linda McGoldrick
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
John Mollen
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Philip Morgan
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
George Oliver
Vice Chairman and Trustee	2.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
Karen Tegan Padir
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Donald Peterson
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Mark Russell
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Philip Ryan
Chairman 6/14;Fmr interim pres	2.0	1.0	Yes (X)	$230,239	$0	$30,942	Yes (X)
Stephen Spinelli Jr
Trustee served thru Oct 2014	2.0	0.0	Yes (X)	$0	$0	$0
Joan Bolduc Szkutak
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Richard Willett II
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Dorothea Wong
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Michael Zarrilli
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Charlene Bellows
Associate Treasurer,Controller	40.0	1.0		$122,085	$0	$23,838	Yes (X)
A Tracy Hassett
Assistant Secretary, VP HR	40.0	0.0		$268,088	$0	$59,897	Yes (X)
Stephanie Pasha
Secretary, AVP, Chief of Staff	40.0	0.0		$125,497	$0	$23,523	Yes (X)
Jeffrey Solomon
Treasurer & Executive VP & CFO	40.0	1.0		$506,526	$0	$158,510	Yes (X)
Bruce Bursten
Provost, SVP Acad Affairs 6/15	40.0	0.0		$0	$0	$0		Yes (X)
Stephen Flavin
VP Academic and Corporate Dev	40.0	0.0		$444,933	$0	$112,869		Yes (X)
William McAvoy
VP University Advancement	40.0	0.0		$303,296	$0	$91,391		Yes (X)
Eric Overstrom
Provost, SVP Acad Affairs 5/15	40.0	0.0		$438,509	$0	$99,574		Yes (X)
Kristin Tichenor
Senior VP Enrollment Mgmt	40.0	0.0		$387,064	$0	$103,991		Yes (X)
Diran Apelian
Professor Mechanical Enginrng	40.0	0.0		$346,368	$0	$47,415			Yes (X)
David Cyganski
Interim Dean of Engineering	40.0	0.0		$336,556	$0	$89,880			Yes (X)
Karen Oates Kashmanian
Dean of Arts and Sciences	40.0	0.0		$316,363	$0	$34,367			Yes (X)
Mark Rice
Professor	40.0	0.0		$369,318	$0	$51,169			Yes (X)
Joseph Sarkis
Dept. Head School of Business	40.0	0.0		$328,897	$0	$93,266			Yes (X)
Dennis Berkey
Former President thru May 2013	0.0	0.0		$327,756	$0	$3,693				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$5,169,227	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,114,985	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	261	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Goody Clancy
420 Boylston Street	BOSTON	MA	02116	Architectural Design	$569,918
PricewaterhouseCoopers LLp
185 Asylum Street Suite 2400	HARTFORD	CT	06103	Audit	$234,370
Prime Buchholz
273 Corporate Drive Suite 250	PORTSMOUTH	NH	03801	Invest. Consulting	$202,292
KVAssociates
303 Congress Street	BOSTON	MA	02210	project management	$179,905
Bowditch Dewey
311 Main Street	WORCESTER	MA	01615	legal	$173,764

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	62	CntrctRcvdGreaterThan100KCnt
Government Grants	$2,654,438	GovernmentGrantsAmt
All Other Contributions	$28,798,255	AllOtherContributionsAmt
Noncash Contributions	$3,238,327	NoncashContributionsAmt
Total Contributions	$31,452,693	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION AND FEES	611710	$217,180,691	$217,180,691
AUXILIARY OPERATIONS	611710	$27,186,527	$27,186,527
SPONSORED RESEARCH	611710	$28,060,168	$28,060,168
OTHER EDUCATIONAL OPERATIONS	611710	$2,593,506	$2,425,899	$167,607
OTHER OPERATING SOURCES	611710	$2,617,067	$2,617,067

Field	Value	IRS element (for citing)
Total Program Service Revenue	$277,637,959	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,643,900	TotalRevenueColumnAmt
Unrelated Business Revenue	-$802,205	UnrelatedBusinessRevenueAmt
Exclusion	$5,446,105	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$261,849	TotalRevenueColumnAmt
Exclusion	$261,849	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

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

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,335,116	SecuritiesAmt
Other	$0	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$3,287,360	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$1,952,244	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$1,952,244	TotalRevenueColumnAmt
Exclusion	-$1,952,244	ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$312,044,157	TotalRevenueColumnAmt
Related Or Exempt Func Income	$277,470,352	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$634,598	UnrelatedBusinessRevenueAmt
Exclusion	$3,755,710	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$9,733,225	TotalAmt
Program Services	$9,733,225	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$72,703,831	TotalAmt
Program Services	$72,703,831	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$654,779	TotalAmt
Program Services	$654,779	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

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

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,870,268	TotalAmt
Program Services	$710,936	ProgramServicesAmt
Management And General	$2,299,698	ManagementAndGeneralAmt
Fundraising	$859,634	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

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

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$99,485,685	TotalAmt
Program Services	$78,105,241	ProgramServicesAmt
Management And General	$18,531,022	ManagementAndGeneralAmt
Fundraising	$2,849,422	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$8,356,660	TotalAmt
Program Services	$6,409,463	ProgramServicesAmt
Management And General	$1,654,970	ManagementAndGeneralAmt
Fundraising	$292,227	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$13,033,870	TotalAmt
Program Services	$6,042,079	ProgramServicesAmt
Management And General	$6,774,347	ManagementAndGeneralAmt
Fundraising	$217,444	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$6,252,656	TotalAmt
Program Services	$4,795,716	ProgramServicesAmt
Management And General	$1,238,289	ManagementAndGeneralAmt
Fundraising	$218,651	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

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

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$568,346	TotalAmt
Program Services	$2,250	ProgramServicesAmt
Management And General	$566,096	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$216,300	TotalAmt
Management And General	$216,300	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$126,000	TotalAmt
Management And General	$126,000	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

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

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$484,000	TotalAmt
Management And General	$484,000	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$10,606,168	TotalAmt
Program Services	$8,766,676	ProgramServicesAmt
Management And General	$1,744,148	ManagementAndGeneralAmt
Fundraising	$95,344	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,993,113	TotalAmt
Program Services	$1,213,434	ProgramServicesAmt
Management And General	$752,149	ManagementAndGeneralAmt
Fundraising	$27,530	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,600,830	TotalAmt
Program Services	$2,188,613	ProgramServicesAmt
Management And General	$1,238,221	ManagementAndGeneralAmt
Fundraising	$173,996	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$4,679,945	TotalAmt
Program Services	$1,048,392	ProgramServicesAmt
Management And General	$3,618,160	ManagementAndGeneralAmt
Fundraising	$13,393	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	$10,038,298	TotalAmt
Program Services	$8,712,140	ProgramServicesAmt
Management And General	$1,326,158	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$3,800,273	TotalAmt
Program Services	$3,129,748	ProgramServicesAmt
Management And General	$487,502	ManagementAndGeneralAmt
Fundraising	$183,023	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	$3,675,050	TotalAmt
Program Services	$2,137,330	ProgramServicesAmt
Management And General	$1,414,067	ManagementAndGeneralAmt
Fundraising	$123,653	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$8,811,356	TotalAmt
Program Services	$8,096,468	ProgramServicesAmt
Management And General	$714,888	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$20,777,692	TotalAmt
Program Services	$18,391,266	ProgramServicesAmt
Management And General	$2,386,426	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$697,128	TotalAmt
Program Services	$609,293	ProgramServicesAmt
Management And General	$87,835	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
RESEARCH AND TRAINING	$9,713,161	$8,615,706	$1,058,064	$39,391
REPAIRS AND MAINTENANCE	$5,599,303	$4,968,198	$598,929	$32,176
LAB EQUIPMENT/OTHER SUPPLIES	$3,230,399	$3,031,113	$197,588	$1,698
BOOKS AND PERIODICALS	$2,365,321	$6,942	$2,358,179	$200

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,461,334	TotalAmt
Program Services	$2,082,260	ProgramServicesAmt
Management And General	$291,358	ManagementAndGeneralAmt
Fundraising	$87,716	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$307,534,991	TotalAmt
Program Services	$252,155,099	ProgramServicesAmt
Management And General	$50,164,394	ManagementAndGeneralAmt
Fundraising	$5,215,498	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$18,098,551	BOYAmt
EOY	$23,721,721	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$11,438,944	BOYAmt
EOY	$15,130,329	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$3,505,023	BOYAmt
EOY	$3,757,298	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	$23,107,112	BOYAmt
EOY	$22,115,858	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	$8,483,040	BOYAmt
EOY	$9,349,348	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$502,714,025	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$197,676,092	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$307,915,480	BOYAmt
EOY	$305,037,933	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$201,059,267	BOYAmt
EOY	$204,792,102	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$261,757,023	BOYAmt
EOY	$258,655,056	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$28,170,927	BOYAmt
EOY	$30,276,938	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$863,535,367	BOYAmt
EOY	$872,836,583	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$21,915,099	BOYAmt
EOY	$24,829,518	EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$9,986,760	BOYAmt
EOY	$10,351,175	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$224,155,907	BOYAmt
EOY	$224,486,812	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	$12,656,295	BOYAmt
EOY	$5,175,305	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$6,469,028	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$32,072,456	BOYAmt
EOY	$34,642,300	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$300,786,517	BOYAmt
EOY	$305,954,138	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$282,208,812	BOYAmt
EOY	$276,043,233	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$121,771,484	BOYAmt
EOY	$118,775,437	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$158,768,554	BOYAmt
EOY	$172,063,775	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$562,748,850	BOYAmt
EOY	$566,882,445	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$863,535,367	BOYAmt
EOY	$872,836,583	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$4,509,166	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$1,305,360	NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments	-$2,149,623	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$468,692	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$24,301,741	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$21,507,246	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$26,201,813	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$18,592,750	CurrentTaxYearMinus1YearAmt
Current Tax Year	$31,452,693	CurrentTaxYearAmt
Total	$122,056,243	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

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

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

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

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$24,301,741	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$21,507,246	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$26,201,813	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$18,592,750	CurrentTaxYearMinus1YearAmt
Current Tax Year	$31,452,693	CurrentTaxYearAmt
Total	$122,056,243	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$19,480,700	SubstantialContributorsTotAmt
Public Support Total170	$102,575,543	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$5,488,760	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,459,098	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,760,695	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,825,468	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,905,749	CurrentTaxYearAmt
Total	$24,439,770	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

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

Other Income170 OtherIncome170Grp

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

Field	Value	IRS element (for citing)
Total Support	$146,496,013	TotalSupportAmt
Gross Receipts Rltd Activities	$1,186,146,454	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.70019	PublicSupportCY170Pct
Public Support PY170	0.74880	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

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	$126,000	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$126,000	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$306,924,991	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$307,050,991	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

Field	Value	IRS element (for citing)
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp

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	$270,677	CurrentYearMinus3Amt
Current Year Minus2	$316,980	CurrentYearMinus2Amt
Current Year Minus1	$285,734	CurrentYearMinus1Amt
Current Year	$126,000	CurrentYearAmt
Total	$999,391	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

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule C, Part II-A, Line 1b	FormAndLineReferenceDesc
Explanation	Lobbying expenditures are for the purpose of identifying funding opportunities at the federal and state level to support educational and research programs and to develop strategic research partnerships with government organizations.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp

Held Works Art HeldWorksArtGrp

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

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

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$416,207,100	BeginningYearBalanceAmt
Contributions	$16,935,708	ContributionsAmt
Investment Earnings Or Losses	$5,211,050	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$6,495,947	GrantsOrScholarshipsAmt
Other Expenditures	$12,549,054	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$419,308,857	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$372,171,561	BeginningYearBalanceAmt
Contributions	$5,952,523	ContributionsAmt
Investment Earnings Or Losses	$56,534,087	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$7,028,961	GrantsOrScholarshipsAmt
Other Expenditures	$11,422,110	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$416,207,100	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$345,205,532	BeginningYearBalanceAmt
Contributions	$6,883,711	ContributionsAmt
Investment Earnings Or Losses	$37,972,313	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,305,650	GrantsOrScholarshipsAmt
Other Expenditures	$12,584,345	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$372,171,561	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$360,262,058	BeginningYearBalanceAmt
Contributions	$4,575,797	ContributionsAmt
Investment Earnings Or Losses	-$926,220	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,507,413	GrantsOrScholarshipsAmt
Other Expenditures	$13,198,690	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$345,205,532	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$298,817,690	BeginningYearBalanceAmt
Contributions	$13,864,150	ContributionsAmt
Investment Earnings Or Losses	$67,761,399	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$6,117,617	GrantsOrScholarshipsAmt
Other Expenditures	$14,063,564	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$360,262,058	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.42600	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.33800	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.23600	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$9,675,322	OtherCostOrOtherBasisAmt
Book Value	$9,675,322	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$407,869,258	OtherCostOrOtherBasisAmt
Depreciation	$155,593,063	DepreciationAmt
Book Value	$252,276,195	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$15,673,522	OtherCostOrOtherBasisAmt
Depreciation	$4,205,050	DepreciationAmt
Book Value	$11,468,472	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$61,529,070	OtherCostOrOtherBasisAmt
Depreciation	$37,877,979	DepreciationAmt
Book Value	$23,651,091	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$7,966,853	OtherCostOrOtherBasisAmt
Book Value	$7,966,853	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$305,037,933	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (6 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
REAL ESTATE	$30,351,219	F
PRIVATE EQUITY FUNDS	$28,224,407	F
EQUITY SECURITIES	$7,254,618	F
FIXED INCOME SECURITIES	$254,149	F
EQUITY FUNDS	$145,296,596	F
FIXED INCOME FUNDS	$47,274,067	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$258,655,056	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
SPLIT INTEREST AGREEMENTS	$9,774,206
FUNDS HELD FOR OTHERS	$3,880,891
REFUNDABLE GOVERNMENT LOAN FUNDS	$9,014,870
ASSET RETIREMENT OBLIGATIONS	$2,373,767
INTEREST RATE AGREEMENTS	$9,598,566

Field	Value	IRS element (for citing)
Total Liability	$34,642,300	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$240,772,218	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$1,305,360	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants	$0	RecoveriesPriorYearGrantsAmt
Other Revenue	-$72,577,299	OtherRevenueAmt
Revenue Not Reported	-$71,271,939	RevenueNotReportedAmt
Revenue Subtotal	$312,044,157	RevenueSubtotalAmt
Investment Expenses Not Incld	$0	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$0	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$312,044,157	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$234,489,000	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$0	DonatedServicesUseFcltsAmt
Prior Year Adjustments	$0	PriorYearAdjustmentsAmt
Losses Reported	$0	LossesReportedAmt
Other Expenses Included	-$73,045,991	OtherExpensesIncludedAmt
Expenses Not Reported	-$73,045,991	ExpensesNotReportedAmt
Expenses Subtotal	$307,534,991	ExpensesSubtotalAmt
Total Expenses Per Form990	$307,534,991	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part III, Line 1	Due to the immateriality of the university's collections of art or historical treasures, these assets are not disclosed in the financial statements.
Schedule D, Part III, Line 4	The university holds a Charles Dickens collection, a Bernard Brenner sculpture collection, a rare book and manuscript collection, as well as other works of art. These pieces are used by the faculty to further their research and curriculum.
Schedule D, Part V, Line 4	The intended use of the endowment funds is to support the programs of the university, including scholarships, faculty teaching and research, library resources, and maintenance. The university has adopted investment and spending policies for its endowment and similar funds that attempt to provide a predictable stream of funding for its programs. To satisfy its long-term rate-of-return objectives, the university relies on a total return approach in which investment returns are achieved through both capital appreciation (realized and unrealized gains) and current yield. To achieve its long-term objectives within prudent risk parameters, the university targets a diversified asset allocation. The university observes a spending rule with respect to total return (interest, dividends, and appreciation) on investments of the endowments and similar funds. Under the spending rule, the university appropriated 4.9% of its endowment and similar funds' average unit fair value for the previous twelve quarters, one year removed, for the year ended June 30, 2015.
Schedule D, Part X, Line 2	The university is generally exempt from federal and state income taxes. Management annually reviews for uncertain tax positions along with any related interest and penalties and believes that the university has no uncertain tax positions that would have a material adverse effect, individually or in the aggregate, upon the university's consolidated statements of financial position, or the related consolidated statements of activities, or cash flows.
Schedule D, Part XI, Line 2d	Net unrealized gain on beneficial interest in trusts $1,235,782 Change in value of split-interest agreements -$236,432 Net unrealized losses on interest rate agreements -$530,658 Scholarships -$73,045,991 ________________________________________________________________ total -$72,577,299
Schedule D, Part XII, Line 2d	Scholarships -$73,045,991

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule E, Part I, Line 3

The university draws a substantial percentage of its students nationally and makes its anti-discrimination policy known to all segments of the general community it serves by including a statement on its website, and in all brochures and catalogs dealing with student admissions, programs, and scholarships. It is the policy of the university to provide each qualified individual - regardless of race, sex, age, color, national origin, religion, genetic identity, disability, gender identity or expression, marital or parental status, sexual orientation, transgender status, veteran status, or any other protected status - the opportunity to participate in the university's educational and employment programs and activities in a discrimination and harassment-free environment, in accordance with state and federal laws, including Title VI of the Civil Rights Act of 1964, Section 504 of the Rehabilitation Act of 1973, Title IX of the Education Amendments of 1972, and the Age Discrimination Act of 1975. Furthermore, the university prohibits and will not tolerate unlawful discrimination or harassment. Unlawful discrimination or harassment consists of treating a person differently in any university program or activity based on their race, sex, age, color, national origin, religion, genetic identity, disability, gender identity or expression, marital or parental status, sexual orientation, transgender status, veteran status, or any other protected status. This includes, for example, the display or circulation of written or electronic materials or pictures degrading to either gender or to racial, ethnic, or religious groups; and verbal abuse or insults directed at or made in the presence of members of a racial, ethnic, or minority group. The university prohibits and will not tolerate any form of retaliation against persons who have complained about, or participated in an investigation of a complaint about, unlawful discrimination or harassment.

Schedule E, Part I, Line 6

The university receives financial assistance from the U.S. Government in the form of 34A Title IV aid.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (18 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)	8	1	Program Services	See Part V	$625,000
East Asia and the Pacific	6	6	Program Services	See Part V	$559,000
Sub-Saharan Africa	2	0	Program Services	See Part V	$129,000
Central America and the Caribbean	1	1	Program Services	See Part V	$115,000
Middle East and North Africa	1	1	Program Services	See Part V	$64,000
South America	1	1	Program Services	See Part V	$19,000
Russia and the Newly Independent States	1	1	Program Services	See Part V	$14,000
South Asia	1	0	Program Services	See Part V	$6,000
Central America and the Caribbean			Investments		$51,500,000
Europe (Including Iceland and Greenland)			Investments		$42,900,000
Europe (Including Iceland and Greenland)			Grantmaking		$122,800
East Asia and the Pacific			Grantmaking		$122,570
Sub-Saharan Africa			Grantmaking		$55,600
Central America and the Caribbean			Grantmaking		$14,880
Middle East and North Africa			Grantmaking		$8,120
Russia and the Newly Independent States			Grantmaking		$7,870
South America			Grantmaking		$5,320
South Asia			Grantmaking		$5,000

Field	Value	IRS element (for citing)
Subtotal Offices	21	SubtotalOfficesCnt
Subtotal Employees	11	SubtotalEmployeesCnt
Total Office	21	TotalOfficeCnt
Total Employee	11	TotalEmployeeCnt
Subtotal Spent	$96,268,160	SubtotalSpentAmt
Continuation Spent	$5,000	ContinuationSpentAmt
Total Spent	$96,273,160	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

Field	Value	IRS element (for citing)
Region	Europe (Including Iceland and Greenland)	RegionTxt
Purpose Of Grant	energy production research	PurposeOfGrantTxt
Cash Grant	$312,619	CashGrantAmt
Manner Of Cash Disbursement	wire transfr	MannerOfCashDisbursementTxt

Field	Value	IRS element (for citing)
Total501c3 Org	0	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Non Cash AssistanceNonCashAssistanceAmt
Scholarships	Europe (Including Iceland and Greenland)	71	$122,800	CREDITED	$0
Scholarships	East Asia and the Pacific	70	$122,570	CREDITED	$0
Scholarships	Sub-Saharan Africa	33	$55,600	CREDITED	$0
Scholarships	Central America and the Caribbean	18	$14,880	CREDITED	$0
Scholarships	Middle East and North Africa	8	$8,120	CREDITED	$0
Scholarships	Russia and the Newly Independent States	7	$7,870	CREDITED	$0
Scholarships	South America	2	$5,320	CREDITED	$0
Scholarships	South Asia	1	$5,000	CREDITED	$0

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

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule F, Part I, Line 2	procedure for monitoring use of grants to organizations outside the united states The university actively monitors all federally sponsored research grants through both its Office of Sponsored Programs (OSP) and its research accounting office. OSP is responsible for monitoring pre-award activities and certain post-award activities, such as human subject participation guidelines, animal research guidelines and export restrictions, among others. The research accounting office monitors all post-award financial activity, including allowability of costs and preparation and submission of federal agency reports on grants. procedure for monitoring use of grants to individuals outside the united states The university requires all students seeking need-based financial aid and scholarships to complete a financial aid application and the Free Application for Federal Student Aid (FAFSA) form. The university's financial aid staff are trained in the requirements of awarding Title IV funds to students and are required to adhere to these requirements. The university also undergoes an independent A-133 audit to ensure compliance with these requirements.
Schedule F, Part I, Line 3	Europe (including Iceland and Greenland) Student projects in Albania, Denmark, England, France, Germany, Greece, Hungary, and Italy focus on environmental, socioeconomic, artistic, cultural and technical concerns specific to the region. East Asia and the Pacific Student projects in Australia, China, Japan, New Zealand and Thailand involve addressing problems important to the local communities, including sustainable development, health and human services and environmental issues. Sub-Saharan Africa Student projects in South Africa and Namibia focus on sustainable development. Central America and the Caribbean Student projects in Costa Rica and Panama focus on environmental, socioeconomic, cultural and technical concerns specific to the region. Middle East and North Africa Student projects in Morocco involve the study of Islamic history and cultural and societal issues South America The university offers the Buenos Aires Language and Culture Immersion providing students a unique opportunity to coalesce language and culture in the real-world setting of Argentina. Student projects in Paraguay focus on poverty elimination efforts. Russia and Neighboring States Student projects in Russia help address local problems by working on a variety of technological, human resources, cultural and environmental projects. South Asia Student projects in Mandi, India include collaborative projects with the Indian Institute of Technology, a leader in science and technology education, knowledge, creation, and innovation for a sustainable society. Other projects include engaging community agencies, local governmental agencies, and non-governmental organizations on issues primarily of sustainability.
Schedule F, Part III	Scholarships to participate in student projects outside of the United States are credited to the students' accounts.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (31 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	IRC SectionIRCSectionDesc
Acoustic MedSystems Inc
208 Burwash Ave	Savoy	IL	61874	371365835	$347,207	Research
Albany Medical Center
47 New Scotland Ave	Albany	NY	122083479	141338310	$25,175	Research	501 (c)(3)
Brown University
75 Waterman St	Providence	RI	02906	050258809	$108,058	Research	501 (c)(3)
Carnegie Mellon University
500 Forbes Avenue	Pittsburgh	PA	15213	250969449	$765,827	Research	501 (c)(3)
Columbia University
116th Street and Broadway	New York	NY	10027	135598093	$407,640	Research	501 (c)(3)
Data Driven Instruction LLC
730 Main St	Bolton	MA	01740	454894325	$101,101	Research
DE Technologies
100 Queens Drive	King of Prussia	PA	19406	232728684	$24,990	Research
Deep Reach Technology Inc
14121 Cardinal Lane	Houston	TX	77079	274013962	$663,535	Research
Edison Welding Institute Inc
1250 Arthur E Adams Dr	Columbus	OH	43260	311119893	$24,770	Research
H F Webster Engineering Services
525 Univ Loop St 211	Rapid City	SD	57701	208291879	$827,423	Research
Kent State University
800 E Summit St	Kent	OH	44240	316402079	$46,409	Research	501 (c)(3)
Lowell Public Schools
375 Merrimack Street	Lowell	MA	01852	046001396	$51,808	Research	Gov't
Malden Public Schools
20 Pleasant Street	Malden	MA	02148	046001398	$22,952	Research	Gov't
Medway Middle School
45 Holliston Street	Medway	MA	02053	046001217	$10,000	Research	Gov't
Membrane Technology and Research Inc
1360 Willow Rd STE 103	Menlo Park	CA	94025	942795892	$25,230	Research
Northeastern University
360 Huntington Avenue	Boston	MA	02115	041679980	$1,387,513	Research	501 (c)(3)
Northwestern University
633 Clark Street	Evanston	IL	60208	362167817	$8,368	Research	501 (c)(3)
Rice University
6100 Main St MS70	Houston	TX	77005	741109620	$23,454	Research	501 (c)(3)
South Dakota School of Mines and Technology
501 E St Joseph St	Rapid City	SD	57701	466000364	$453,284	Research	501 (c)(3)
T3 Scientific LLC
1839 Noble Road	Saint Paul	MN	55112	383845717	$173,791	Research
Technology Metals Research LLC
180 S W Av 150	Carpentersville	IL	60110	271655783	$1,451,476	Research
Temple University
1938 Liacras Wk2 fl	Philadelphia	PA	19122	231365971	$1,281,477	Research	501 (c)(3)
UMass Donahue Institute
100 Venture Way	Hadley	MA	01035	043167352	$13,815	Research	501 (c)(3)
United Technologies Research Center
200 Hogan Road	Bangor	ME	04401	010327434	$287,877	Research
University of Illinois
842 W Taylor St	Chicago	IL	60607	376000511	$35,196	Research	501 (c)(3)
University of Maryland
3112 Lee Bldng	College Park	MD	20742	526002033	$119,999	Research	501 (c)(3)
University of Massachusetts Amherst
100 Venture Way	Hadley	MA	01035	043167352	$424,177	Research	501 (c)(3)
University of Massachusetts Medical
55 Lake Ave North	Worcester	MA	01655	043167352	$512,349	Research	501 (c)(3)
University of Notre Dame
724 Grace Hill	Notre Dame	IN	46556	350868188	$11,530	Research	501 (c)(3)
University of Washington
1100 NE45TH Str Ste 300	Seattle	WA	98105	916001534	$74,010	Research	501 (c)(3)
Western Washington University
516 High Street	Bellingham	WA	982281420	916000562	$16,003	Research	501 (c)(3)

Field	Value	IRS element (for citing)
Total501c3 Org	21	Total501c3OrgCnt
Total Other Org	10	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	Scholarships	GrantTypeTxt
Recipient	3867	RecipientCnt
Cash Grant	$72,703,831	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2	FormAndLineReferenceDesc
Explanation	procedure for monitoring use of grants to organizations in the united states The university actively monitors all federally sponsored research grants through both its Office of Sponsored Programs (OSP) and its research accounting office. OSP is responsible for monitoring pre-award activities and certain post-award activities, such as human subject participation guidelines, animal research guidelines and export restrictions, among others. The research accounting office monitors all post-award financial activity, including allowability of costs and preparation and submission of federal agency reports on grants. procedure for monitoring use of grants to individuals in the united states The university requires all students seeking need-based financial aid and scholarships to complete a financial aid application and the Free Application for Federal Student Aid (FAFSA) form. The university's financial aid staff are trained in the requirements of awarding Title IV funds to students and are required to adhere to these requirements. The university also undergoes an independent A-133 audit to ensure compliance with these requirements.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 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
Laurie Leshin
President beginning June 2014	$317,507	$0	$0	$0	$225	$0	$33,102	$0	$57,558	$0	$408,392	$0	$0	$0
Philip Ryan
Chairman 6/14;Fmr interim pres	$227,664	$0	$0	$0	$2,575	$0	$0	$0	$30,942	$0	$261,181	$0	$0	$0
A Tracy Hassett
Assistant Secretary, VP HR	$240,900	$0	$26,738	$0	$450	$0	$54,689	$0	$5,208	$0	$327,985	$0	$18,600	$0
Jeffrey Solomon
Treasurer & Executive VP & CFO	$416,516	$0	$89,320	$0	$690	$0	$85,137	$0	$73,373	$0	$665,036	$0	$62,350	$0
Stephen Flavin
VP Academic and Corporate Dev	$378,833	$0	$65,650	$0	$450	$0	$86,958	$0	$25,911	$0	$557,802	$0	$52,950	$0
William McAvoy
VP University Advancement	$302,006	$0		$0	$1,290	$0	$70,380	$0	$21,011	$0	$394,687	$0	$0	$0
Eric Overstrom
Provost, SVP Acad Affairs 5/15	$436,529	$0		$0	$1,980	$0	$73,283	$0	$26,291	$0	$538,083	$0	$0	$0
Kristin Tichenor
Senior VP Enrollment Mgmt	$336,982	$0	$49,392	$0	$690	$0	$79,195	$0	$24,796	$0	$491,055	$0	$35,325	$0
Diran Apelian
Professor Mechanical Enginrng	$342,558	$0	$0	$0	$3,810	$0	$26,140	$0	$21,275	$0	$393,783	$0	$0	$0
David Cyganski
Interim Dean of Engineering	$335,266	$0	$0	$0	$1,290	$0	$24,207	$0	$65,673	$0	$426,436	$0	$0	$0
Karen Oates Kashmanian
Dean of Arts and Sciences	$314,383	$0	$0	$0	$1,980	$0	$25,382	$0	$8,985	$0	$350,730	$0	$0	$0
Mark Rice
Professor	$365,508	$0	$0	$0	$3,810	$0	$25,107	$0	$26,062	$0	$420,487	$0	$0	$0
Joseph Sarkis
Dept. Head School of Business	$328,207	$0	$0	$0	$690	$0	$26,603	$0	$66,663	$0	$422,163	$0	$0	$0
Dennis Berkey
Former President thru May 2013	$0	$0	$0	$0	$327,756	$0	$0	$0	$3,693	$0	$331,449	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1a	The university has provided these benefits per written policies after full substantiation of the items. The following amounts are not included in compensation taxable to the employee: (a) Philip Ryan: value of personal use of university provided housing on campus as a condition of employment and for the convenience of the university, including housekeeping to maintain the appearance of the residence for university functions, $26,926 (b) Laurie Leshin: First class travel, $3,488; value of personal use of university provided housing on campus as a condition of employment and for the convenience of the university, including housekeeping to maintain the appearance of the residence for university functions, $37,697; and social club dues for the benefit of the university, $3,223 (c) Eric Overstrom: social club dues for the benefit of the university, $3,698.
Schedule J, Part I, Line 4	Line 4a - President Dennis Berkey's service ended in May 2013. His agreement provided for 13 months of severance payments. The final payment was made in June 2014. Line 4b - The following excess retirement contributions (reported in Schedule J, Part II, column C) were earned in calendar year 2014 and subject to a substantial risk of forfeiture until 6/30/17: (a) Jeffrey Solomon: $17,930; (b) Eric Overstrom: $15,950; (c) Stephen Flavin: $13,750; (d) Kristin Tichenor: $9,020; and (d) William McAvoy: $5,324.
Schedule J, Part I, Line 7	The compensation committee of the university's Board of Trustees has a pay-for-performance compensation philosophy in determining executive compensation. A plan that is part of the philosophy is the "VP Retention Plan". Each year, a vice president may earn up to 12.5% of salary and excess retirement contributions, subject to a three year risk of forfeiture. These amounts are all non-fixed payments. VP incentives earned during calendar year 2014 are included in deferred compensation as follows: (a) Jeffrey Solomon: $41,800; (b) Eric Overstrom: $32,000; (c) Stephen Flavin: $47,500; (d) Kristin Tichenor: $42,125; (e) William McAvoy: $37,925; and (f) A Tracy Hassett: $29,600. Any additional amounts for excess retirement contributions are disclosed on Schedule J, Part I, Line 4b.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
Massachusetts Development Finance Agency
A	043431814	57583rnt8	2007-06-28	$86,922,372	Constr. of dorm/refund 1997 series	false	false	false
Massachusetts Development Finance Agency
B	043431814	57583rtx3	2008-04-09	$48,995,000	Refunding of series 2003&2005	false	false	false
Massachusetts Development Finance Agency
C	043431814	57583rs48	2010-01-27	$56,074,338	rec ctr constr./other renovations	false	false	false
massachusetts development finance agency
D	043431814	57583ust6	2012-10-30	$43,369,451	constr. of dorm/other renovations	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 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	$7,905,000	$0	$86,984,724	$0	$1,379,419	$0	$1,120,319	$1,013,000	$0	$40,019,339	$43,452,647	$0	2008	Yes (true)	false	Yes (true)	Yes (true)
B	$2,520,000	$0	$48,995,000	$0	$0	$0	$325,962	$19,038	$0	$0	$48,650,000	$0	2008	Yes (true)	false	Yes (true)	Yes (true)
C	$0	$0	$56,087,474	$0	$5,808,410	$0	$603,966	$0	$0	$49,675,098	$0	$0	2013	false	false	Yes (true)	Yes (true)
D	$0	$0	$43,372,690	$0	$1,360,189	$0	$530,536	$0	$0	$40,185,080	$0	$1,296,885		false	false	false	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 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	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd
A	false	Yes (true)	Yes (true)	Yes (true)	false	0.00500	0.00500	false	false	false	Yes (true)
B	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0		false	false	false	Yes (true)	Yes (true)
C	false	Yes (true)	false		false	0		false	false	false	Yes (true)
D	false	false	false		false	0		false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd
0
A	false	false	false	Yes (true)	false	false	false	0	false	Yes (true)
Deutsche & Barclays
B	false	false	Yes (true)	false	Yes (true)	Yes (true)	false	0	false	Yes (true)	20.	false	false
0
C	false	false	false	Yes (true)	false	false	false	0	false	Yes (true)
0
D	false	Yes (true)	false	false	false	false	false	0	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)
D	Yes (true)

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule K, Part I, column F	For Bond Issue A (Series 2007), Series 1997-I and II were issued March 20, 1997 and June 25, 1997, respectively. For Bond Issue B (Series 2008A), Series 2003 and 2005 were issued July 30, 2003 and August 3, 2005, respectively.
Schedule K, Part II, Line 3	For Bond Issue A (Series 2007), total proceeds of issue include investment earnings of $62,352. For Bond Issue C (Series 2010), total proceeds of issue include investment earnings of $13,136. For Bond Issue D (Series 2012), total proceeds of issue include investment earnings of $3,239.
Schedule K, Part II, Line 11	For Bond Issue A (Series 2007), the other spent proceeds are the current refunding proceeds of the issue. For Bond Issue B (series 2008A), the other spent proceeds are the current refunding proceeds of the issue.
Schedule K, Part II, Line 12	For Bond Issue D (Series 2012), the construction of a residence hall was completed as of August 2013. Other renovations on the main campus were completed in the Fall of 2015. For Bond Issue A (Series 2014), private placement "draw-down bonds", other unspent proceeds includes $1,440,000 and $400,000 to be drawn on or before September 1, 2015 and 2016, respectively.
Schedule K, Part IV, Line 2c	FOR BOND ISSUE A (SERIES 2007), THE REBATE CALCULATION WAS PERFORMED as of AUGUST 24, 2012. FOR BOND ISSUE C (SERIES 2010), THE REBATE CALCULATION WAS PERFORMED as of AUGUST 31, 2014.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	Massachusetts Development Finance Agency	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	043431814	BondIssuerEIN
Bond Issued	2014-08-28	BondIssuedDt
Issue Price	$4,622,000	IssuePriceAmt
Purpose	renovations to existing facilities	PurposeDesc
Defeased	false	DefeasedInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Pool Financing	false	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$72,756	RetiredAmt
Bond Defeased	$0	BondDefeasedAmt
Total Proceeds	$4,622,000	TotalProceedsAmt
In Reserve Fund	$0	InReserveFundAmt
Capitalized Interest	$0	CapitalizedInterestAmt
Refunding Escrow	$0	RefundingEscrowAmt
Issuance Costs From Proceeds	$61,330	IssuanceCostsFromProceedsAmt
Credit Enhancement	$0	CreditEnhancementAmt
Working Capital Expenditures	$0	WorkingCapitalExpendituresAmt
Capital Expenditures	$599,153	CapitalExpendituresAmt
Other Spent Proceeds	$0	OtherSpentProceedsAmt
Unspent	$3,961,517	UnspentAmt
Current Refunding	false	CurrentRefundingInd
Advance Refunding	false	AdvanceRefundingInd
Final Allocation Made	false	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (true)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	false	OwningBondFinancedPropertyInd
Any Lease Arrangements	false	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	false	MgmtContractBondFincdPropInd
Any Research Agreements	false	AnyResearchAgreementsInd
Private Bus Use By Others	0	PrivateBusUseByOthersPct
Bond Iss Meet Prvt Sec Pymt Test	false	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	false	ChangeInUseBondFinancedPropInd
Remedial Action Taken	false	RemedialActionTakenInd
Procs Nonqualified Bond Remdtd	Yes (true)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	false	Form8038TFiledInd
Rebate Not Due Yet	Yes (true)	RebateNotDueYetInd
Exception To Rebate	false	ExceptionToRebateInd
No Rebate Due	false	NoRebateDueInd
Variable Rate Issue	Yes (true)	VariableRateIssueInd
Hedge Identified In Bks And Rec	false	HedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

Field	Value	IRS element (for citing)
Business Name Line1	0	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Gross Proceeds Invested In GIC	false	GrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

Field	Value	IRS element (for citing)
Business Name Line1	0	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Gross Proceeds Invested	false	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (true)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (true)	ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Field	Value	IRS element (for citing)
Person	na	PersonNm
Relationship With Org	n/a	RelationshipWithOrgTxt
Cash Grant	$5,000	CashGrantAmt
Type Of Assistance	scholarship	TypeOfAssistanceTxt
Assistance Purpose	merit	AssistancePurposeTxt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule L, Part III, Line 1	FormAndLineReferenceDesc
Explanation	grants benefitting interested persons the college granted a merit scholarship to a student who is the child of a current board trustee. the college ensured the grant was awarded based on merit to the eligible student, who met the required academic standing. the trustee does not have any influence in the decision making process for awarding scholarships.	ExplanationTxt

Schedule M IRS990ScheduleM

Field	Value	IRS element (for citing)
Works Of Art		WorksOfArtGrp
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	40	ContributionCnt
Noncash Contributions Rpt F990	$1,562,356	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Fair Market Value	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	6	ContributionCnt
Noncash Contributions Rpt F990	$1,552,125	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Fair Market Value	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	lab supplies	4	$21,321	Fair Market Value
Yes (X)	lab equipment	4	$81,065	Fair Market Value
Yes (X)	general equipment	3	$16,460	Fair Market Value
Yes (X)	software	1	$5,000	Fair Market Value

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule M, Part I, Lines 25-28	FormAndLineReferenceDesc
Explanation	The number of contributions is disclosed in Column B.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part I, Line 20	The university has elected to file Form 990 on a consolidated basis, a basis consistent with its audited financial statements, and has included the activity of Washburn Park Inc., a separate 501(c)(3) organization which also filed Form 990 for the year ended June 30, 2015. For the fiscal year ended June 30, 2015, Washburn Park Inc had net assets of $34,396,450; revenue of $719,079; and expenses of $2,867,794. Form 990, Part III, Line 1 This educational process is true to the founders' directive to create, to discover, and to convey knowledge at the frontiers of academic inquiry for the betterment of society. Knowledge is created and discovered in the scholarly activities of faculty and students ranging across educational methodology, professional practice, and basic research. Knowledge is conveyed through scholarly publication and instruction.(http://www.wpi.edu/about/mission.html)
Form 990, Part VI, Section B, Line 11b	Prior to filing Form 990, management reviews the completed Federal Form 990 with tax advisors from a national accounting firm and the audit committee of the Board of Trustees. After approval by the audit committee, management provides the form to all trustees for review prior to filing with the IRS.
Form 990, Part VI, Section B, Line 12c	As part of the university's conflict of interest policy, all university trustees, officers, and key employees (as defined under IRS rules) are required to submit annually a conflict of interest disclosure statement, in which they affirm that they: (a) have received a copy of the university conflict of interest policy; (b) have read and understood the policy; (c) agree to comply with the policy and; (d) understand that the university, as a tax-exempt organization, must restrict its activities primarily to those for which its tax-exempt status was granted. Additionally, as part of the annual disclosure statement process, trustees, officers and key employees of the university are asked to outline in a separate letter any potential conflicts of interest and any significant financial interest with the university or any university-related entity. All annual disclosure statements are submitted to the university compliance officer, who reviews them, consolidates the comments and presents a report to the audit committee. Upon receipt of the compliance officer's report, the audit committee reviews the findings and takes any necessary and appropriate action. The audit committee then reports to the Board of Trustees on the findings and any actions taken by the committee. Any trustee with a conflict of interest recuses himself or herself from any Board or committee decisions related to that conflict.
Form 990, Part VI, Section B, Line 15	The process for determining compensation for the university's president and other top management is modeled after the requirements in Federal Regulations 53.4958-6(a), rebuttable presumption that a transaction is not an excess benefit transaction, to establish the presumption of reasonable compensation. Compensation is reviewed and approved by the compensation committee of the Board of Trustees comprised of independent persons. By engaging an independent compensation consultant, the committee considers comparable market data from published surveys and Federal Form 990s of comparable organizations in evaluating the compensation for each individual. The committee conducts a review of this comparability data, sets compensation within a range of comparable organizations, and documents its deliberation and discussion in minutes that are retained with the other governance materials of the university.
Form 990, Part VI, Section C, Line 19	The university maintains copies of its governing documents, conflict of interest policy, and financial statements on its website (www.wpi.edu).
Form 990, Part XI, Line 8	The university revised the prior year Refundable government loan funds liability to correct for errors in the financial reporting of its liability for the Perkins federal revolving loan program, -$2,149,623. Form 990, Part XI, Line 9 Net unrealized gain on beneficial interest in trusts $1,235,782 Change in value of split-interest agreements -$236,432 Net unrealized losses on interest rate agreements -$530,658 __________________________________________________________________ Total $468,692

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Gateway Park LLC
100 Institute Road	Worcester	MA	01609	043494779	Real Est. Dev	MA	$502,919	$8,070,000	WPI
Lancaster Island LLC
100 Institute Road	Worcester	MA	01609	001108846	Real Est. Dev	MA	$0	$0	Washburn Par

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	Washburn Park Inc	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 Institute Road	AddressLine1Txt
City	Worcester	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01609	ZIPCd

Field	Value	IRS element (for citing)
EIN	271189816	EIN
Primary Activities	Infrastructur	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd
Exempt Code Section	501 (c)(3)	ExemptCodeSectionTxt
Public Charity Status	Line 9	PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	WPI	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Controlled Organization	Yes (true)	ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	Charitable Remainder Trusts (32)	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 Institute Road	AddressLine1Txt
City	Worcester	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01609	ZIPCd

Field	Value	IRS element (for citing)
Primary Activities	Charitable Trusts	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Entity Type	T	EntityTypeTxt
Controlled Organization	Yes (true)	ControlledOrganizationInd

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

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Washburn Park Inc
d	$5,082,566	Cost
Washburn Park Inc
k	$449,636	FMV