SIMMONS UNIVERSITY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SIMMONS UNIVERSITY (EIN 04-2103629)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201501349349303905
- Schema version
- 2013v4.0
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T11:59:55-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 High Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103629 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Simmons College | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PHILIP N SHAPIROINTERIM VP | InCareOfNm |
| Business Name Control | SIMM | BusinessNameControlTxt |
| Phone | 6175212877 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 The Fenway | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02115 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP N SHAPIRO | PersonNm |
| Person Title | INT. VICE PRESIDENT | PersonTitleTxt |
| Phone | 6175212877 | PhoneNum |
| Signature | 2015-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL TANIS | PreparerPersonNm |
| PTIN | P01441612 | PTIN |
| Phone | 6175212877 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Helen Drinan | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 The Fenway | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02115 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $160,996,383 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.simmons.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1899 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 3532 | TotalEmployeeCnt |
| Total Volunteers | 1430 | TotalVolunteersCnt |
| Total Gross UBI | $1,184,234 | TotalGrossUBIAmt |
| PY Contributions Grants | $10,121,718 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,669,183 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $134,440,100 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $136,297,949 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,925,372 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,927,355 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,094,807 | PYOtherRevenueAmt |
| CY Other Revenue | $3,101,896 | CYOtherRevenueAmt |
| PY Total Revenue | $151,581,997 | PYTotalRevenueAmt |
| CY Total Revenue | $160,996,383 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $29,929,516 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $32,818,245 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $72,368,641 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $71,929,049 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,430,607 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $55,311,348 | PYOtherExpensesAmt |
| CY Other Expenses | $49,511,406 | CYOtherExpensesAmt |
| PY Total Expenses | $157,609,505 | PYTotalExpensesAmt |
| CY Total Expenses | $154,258,700 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,027,508 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,737,683 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $412,478,401 | TotalAssetsBOYAmt |
| Total Assets EOY | $430,151,592 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $199,882,449 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $198,254,002 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $212,595,952 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $231,897,590 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $59,738,471 | ExpenseAmt |
| Grant | $26,967,934 | GrantAmt |
| Revenue | $66,694,535 | RevenueAmt |
| Desc | INSTRUCTION - UNDERGRADUATE PROGRAMS: SIMMONS IS A PRIVATE, NONSECTARIAN INSTITUTION LOCATED IN BOSTON'S FENWAY AREA, AND CURRENTLY SERVES 1,732 UNDERGRADUATE WOMEN. DURING THE 2014 ACADEMIC YEAR, THE COLLEGE CONFERRED 477 BACCALAUREATE DEGREES. INSTRUCTION INCLUDES EXPENDITURES FOR THE UNDERGRADUATE PROGRAM AS WELL AS FINANCIAL AID PROVIDED BY THE COLLEGE TO STUDENTS IN THE FORM OF SCHOLARSHIPS AND GRANTS. APPROXIMATELY 85% OF UNDERGRADUATES RECEIVED FINANCIAL AID IN THE FORM OF SCHOLARSHIPS OR GRANTS FROM THE COLLEGE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $31,645,526 | ExpenseAmt |
| Grant | $5,770,757 | GrantAmt |
| Revenue | $47,455,242 | RevenueAmt |
| Desc | INSTRUCTION - GRADUATE PROGRAMS: SIMMONS CURRENTLY SERVES 3,095 MEN AND WOMEN IN FIVE GRADUATE PROGRAMS AT THE MASTER AND DOCTORAL LEVELS. THESE PROGRAMS ARE HOUSED IN THE GRADUATE SCHOOL OF LIBRARY AND INFORMATION SCIENCE, THE SCHOOL OF SOCIAL WORK, THE SCHOOL OF MANAGEMENT, THE SCHOOL OF NURSING AND HEALTH SCIENCE AND IN THE COLLEGE OF ARTS AND SCIENCES. DURING THE 2014 ACADEMIC YEAR, THE COLLEGE CONFERRED 1,092 GRADUATE DEGREES. INSTRUCTION INCLUDES EXPENDITURES FOR THE GRADUATE PROGRAMS AS WELL AS FINANCIAL AID. APPROXIMATELY 25% OF GRADUATE STUDENTS RECEIVE FINANCIAL AID IN THE FORM OF SCHOLARSHIPS OR GRANTS FROM THE COLLEGE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $20,030,127 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | See Schedule O. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $14,333,597 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $22,148,172 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $125,747,721 | 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 | Yes (true) | 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 | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | 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 | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | 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 | 224 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3532 | 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 | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | 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 | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP N SHAPIROINTERIM VP | PersonNm |
| Phone | 6175212010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 THE FENWAY | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02115 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| Helen G Drinan | ||||||||
| President/Trustee | 40.0 | Yes (X) | Yes (X) | $498,485 | $0 | $188,779 | ||
| Carmen Aponte Baez | ||||||||
| Trustee (UNTIL 5/14) | 1.0 | Yes (X) | ||||||
| Lauren Brisky | ||||||||
| Chair (UNTIL 5/14)/TRUSTEE | 10.0 | Yes (X) | Yes (X) | |||||
| Deborah C Brittain | ||||||||
| Trustee | 1.0 | Yes (X) | ||||||
| Jane Buyers | ||||||||
| VICE-CHR BRD(UNT 5/14)/TRUSTEE | 5.0 | Yes (X) | Yes (X) | |||||
| Jennifer A Kelly Choi | ||||||||
| Trustee | 5.0 | Yes (X) | ||||||
| Barbara Latz Cohen | ||||||||
| Trustee | 1.0 | Yes (X) | ||||||
| Dwight B Crane | ||||||||
| Trustee | 5.0 | Yes (X) | ||||||
| Atsuko Toko Fish | ||||||||
| Trustee | 1.0 | Yes (X) | ||||||
| JAMES D FLYNN | ||||||||
| Trustee | 1.0 | Yes (X) | ||||||
| Jill A Greenthal | ||||||||
| CLERK (AS OF 5/14)/TRUSTEE | 1.0 | Yes (X) | Yes (X) | |||||
| Karen Hammond | ||||||||
| Trust/VICE-CHR BRD(AS OF 5/14) | 5.0 | Yes (X) | Yes (X) | |||||
| John W Humphrey | ||||||||
| Trustee | 1.0 | Yes (X) | ||||||
| Kathleen MORRISSEY LaPoint | ||||||||
| Trustee | 1.0 | Yes (X) | ||||||
| Ngina Lythcott | ||||||||
| Trustee (UNTIL 5/14) | 1.0 | Yes (X) | ||||||
| JudITH Samdperil Mann | ||||||||
| Trustee (UNTIL 5/14) | 1.0 | Yes (X) | ||||||
| Stephen P McCandless | ||||||||
| Trustee | 5.0 | Yes (X) | ||||||
| Jacqueline C Morby | ||||||||
| Trustee | 1.0 | Yes (X) | ||||||
| Susan A Ollila | ||||||||
| Trustee (UNTIL 5/14) | 5.0 | Yes (X) | ||||||
| Denise Pappas | ||||||||
| Trustee | 1.0 | Yes (X) | ||||||
| Regina M Pisa | ||||||||
| CHAIR (AS OF 5/14)/TRUSTEE | 5.0 | Yes (X) | Yes (X) | |||||
| Christian Pope Campbell | ||||||||
| Trustee | 1.0 | Yes (X) | ||||||
| Carol Waller Pope | ||||||||
| Trustee | 1.0 | Yes (X) | ||||||
| Faith M Richardson | ||||||||
| Trustee | 1.0 | Yes (X) | ||||||
| Jo-Ann Robotti | ||||||||
| Trustee (UNTIL 5/14) | 5.0 | Yes (X) | ||||||
| Emily Scott Pottruck | ||||||||
| Trustee (UNTIL 5/14) | 1.0 | Yes (X) | ||||||
| Toby M Sloane | ||||||||
| Trustee | 1.0 | Yes (X) | ||||||
| Paula A Sneed | ||||||||
| Trustee | 1.0 | Yes (X) | ||||||
| Winston Tabb | ||||||||
| Trustee | 1.0 | Yes (X) | ||||||
| Janet Trafton Tobin | ||||||||
| Trustee | 1.0 | Yes (X) | ||||||
| Roslyn M Watson | ||||||||
| Trustee | 5.0 | Yes (X) | ||||||
| Amy E White | ||||||||
| Trustee | 5.0 | Yes (X) | ||||||
| PAMELA TOULOPOULOS | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| KATHLEEN SCHULLER BLEAKIE | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| LESLIE LAKE | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| YVONNE JACKSON | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| Stefano Falconi | ||||||||
| Sr VP Fin/Admin & Treasurer | 40.0 | Yes (X) | $340,675 | $0 | $53,073 | |||
| Cheryl E Howard | ||||||||
| VP of Marketing | 40.0 | Yes (X) | $230,281 | $0 | $21,619 | |||
| Kathleen B Rogers | ||||||||
| VP/GENERAL Counsel | 40.0 | Yes (X) | $205,688 | $0 | $23,015 | |||
| Sarah H Neill | ||||||||
| VP STUDENT AFFAIRS | 40.0 | Yes (X) | $180,956 | $0 | $25,068 | |||
| REGINA MELFI SHERWOOD | ||||||||
| VP TALENT & HUMAN CAP STRATEGY | 40.0 | Yes (X) | $202,335 | $0 | $41,054 | |||
| MARIANNE LORD | ||||||||
| VICE PRESIDENT OF ADVANCEMENT | 40.0 | Yes (X) | $256,697 | $0 | $38,571 | |||
| Sheila C Conboy | ||||||||
| Provost (AS OF 7/1/13)/Sr VP | 40.0 | Yes (X) | $137,038 | $0 | $32,262 | |||
| Suzanne Murphy | ||||||||
| VICE PRES STRATEGIC INITIATIVE | 40.0 | Yes (X) | $185,634 | $0 | $45,847 | |||
| Michele V Cloonan | ||||||||
| FORMER DEAN/FAC MEMBER | 40.0 | $181,855 | $0 | $18,220 | Yes (X) | |||
| Stefan Krug | ||||||||
| Dean | 40.0 | $189,062 | $0 | $44,638 | Yes (X) | |||
| Andrew Effrat | ||||||||
| ASSOCIATE PROVOST | 40.0 | $228,180 | $0 | $37,178 | Yes (X) | |||
| CATHY MINEHAN | ||||||||
| DEAN | 40.0 | $251,153 | $0 | $17,915 | Yes (X) | |||
| Judy Beal | ||||||||
| DEAN | 40.0 | $180,692 | $0 | $24,438 | Yes (X) | |||
| Charlena Seymour | ||||||||
| FORMER provost (UNTIL 6/30/13) | 40.0 | $155,633 | $0 | $19,404 | Yes (X) | |||
| Diane Grossman | ||||||||
| FORMER DEAN/Fac MEMBER | 40.0 | $114,618 | $0 | $11,608 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,538,982 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $642,689 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 86 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Aramark | |||||
| 1101 Market Street | PHILADELPHIA | PA | 19107 | food serviceS | $3,431,626 |
| DTZ INC | |||||
| 4002 SOLUTIONS CENTER | CHICAGO | IL | 60677 | FACILITIES MGMT SERV | $2,646,150 |
| ROBERT D CONNORS | |||||
| 400 WEST COMMINGS PARK STE 1725-18 | WOBURN | MA | 01801 | GENERAL CONTRACTOR | $810,100 |
| ROYALL | |||||
| 1920 East Parham Road | RICHMOND | VA | 23228 | EDUCATION CONSULTANT | $568,783 |
| GOODWIN PROCTER LLP | |||||
| EXCHANGE PLACE 53 STATE STREET | BOSTON | MA | 02109 | LEGAL SERVICES | $452,701 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 37 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,256,294 | GovernmentGrantsAmt |
| All Other Contributions | $12,412,889 | AllOtherContributionsAmt |
| Noncash Contributions | $1,546,326 | NoncashContributionsAmt |
| Total Contributions | $14,669,183 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES | 900099 | $115,388,333 | $115,388,333 | |
| AUXILIARY ENTERPRISES | 900099 | $16,550,388 | $16,550,388 | |
| OTHER SOURCES | 900099 | $4,359,228 | $4,356,366 | $2,862 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $136,297,949 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,174,246 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$97,845 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,272,091 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,101,896 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,101,896 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,101,896 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,279,217 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,822,679 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$7,021 | SecuritiesAmt |
| Other | $5,760,130 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$7,021 | SecuritiesAmt |
| Other | $5,760,130 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,753,109 | TotalRevenueColumnAmt |
| Exclusion | $5,753,109 | 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 | $160,996,383 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $136,295,087 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,184,234 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,847,879 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,554 | TotalAmt |
| Program Services | $79,554 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,738,691 | TotalAmt |
| Program Services | $32,738,691 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $2,627,391 | TotalAmt |
| Management And General | $2,330,801 | ManagementAndGeneralAmt |
| Fundraising | $296,590 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,865 | TotalAmt |
| Management And General | $15,865 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,774,637 | TotalAmt |
| Program Services | $43,953,623 | ProgramServicesAmt |
| Management And General | $9,362,548 | ManagementAndGeneralAmt |
| Fundraising | $1,458,466 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,359,946 | TotalAmt |
| Program Services | $2,586,654 | ProgramServicesAmt |
| Management And General | $672,161 | ManagementAndGeneralAmt |
| Fundraising | $101,131 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,163,058 | TotalAmt |
| Program Services | $5,514,480 | ProgramServicesAmt |
| Management And General | $1,640,382 | ManagementAndGeneralAmt |
| Fundraising | $8,196 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,988,152 | TotalAmt |
| Program Services | $3,070,279 | ProgramServicesAmt |
| Management And General | $797,834 | ManagementAndGeneralAmt |
| Fundraising | $120,039 | 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 | $323,444 | TotalAmt |
| Program Services | $5,550 | ProgramServicesAmt |
| Management And General | $317,894 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,826 | TotalAmt |
| Management And General | $241,826 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $322,963 | TotalAmt |
| Program Services | $58,827 | ProgramServicesAmt |
| Management And General | $264,136 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,745,544 | TotalAmt |
| Program Services | $1,299,364 | ProgramServicesAmt |
| Management And General | $422,506 | ManagementAndGeneralAmt |
| Fundraising | $23,674 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $677,485 | TotalAmt |
| Program Services | $178,661 | ProgramServicesAmt |
| Management And General | $498,138 | ManagementAndGeneralAmt |
| Fundraising | $686 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $610,920 | TotalAmt |
| Program Services | $530,937 | ProgramServicesAmt |
| Management And General | $73,399 | ManagementAndGeneralAmt |
| Fundraising | $6,584 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,052,593 | TotalAmt |
| Program Services | $676,919 | ProgramServicesAmt |
| Management And General | $1,299,020 | ManagementAndGeneralAmt |
| Fundraising | $76,654 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,919,639 | TotalAmt |
| Program Services | $3,199,375 | ProgramServicesAmt |
| Management And General | $720,264 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,529,531 | TotalAmt |
| Program Services | $1,279,906 | ProgramServicesAmt |
| Management And General | $130,204 | ManagementAndGeneralAmt |
| Fundraising | $119,421 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,164 | TotalAmt |
| Program Services | $184,897 | ProgramServicesAmt |
| Management And General | $56,013 | ManagementAndGeneralAmt |
| Fundraising | $8,254 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,419,881 | TotalAmt |
| Program Services | $4,747,254 | ProgramServicesAmt |
| Management And General | $1,672,627 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,838,938 | TotalAmt |
| Program Services | $10,382,236 | ProgramServicesAmt |
| Management And General | $1,456,702 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $629,662 | TotalAmt |
| Program Services | $12,658 | ProgramServicesAmt |
| Management And General | $617,004 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACTED SERVICES | $7,382,636 | $5,620,563 | $1,736,679 | $25,394 |
| FOOD SERVICE EXPENSE | $4,498,120 | $3,771,061 | $647,320 | $79,739 |
| LIBRARY EXPENSES | $729,344 | $704,899 | $15,520 | $8,925 |
| PRINTING & PUBLICATION | $513,634 | $78,169 | $380,683 | $54,782 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,826,082 | TotalAmt |
| Program Services | $5,073,164 | ProgramServicesAmt |
| Management And General | $710,846 | ManagementAndGeneralAmt |
| Fundraising | $42,072 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,258,700 | TotalAmt |
| Program Services | $125,747,721 | ProgramServicesAmt |
| Management And General | $26,080,372 | ManagementAndGeneralAmt |
| Fundraising | $2,430,607 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,790,385 | BOYAmt |
| EOY | $8,986,441 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,893,315 | BOYAmt |
| EOY | $18,837,981 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,632,400 | BOYAmt |
| EOY | $8,586,183 | 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 | $0 | BOYAmt |
| EOY | $0 | 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 | $4,858,621 | BOYAmt |
| EOY | $5,965,312 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $304,489,803 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $122,653,864 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,006,092 | BOYAmt |
| EOY | $181,835,939 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,701,985 | BOYAmt |
| EOY | $72,660,656 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,594,567 | BOYAmt |
| EOY | $118,514,872 | 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 | $12,001,036 | BOYAmt |
| EOY | $14,764,208 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,478,401 | BOYAmt |
| EOY | $430,151,592 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,713,860 | BOYAmt |
| EOY | $8,160,959 | 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 | $5,277,203 | BOYAmt |
| EOY | $7,312,254 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,716,569 | BOYAmt |
| EOY | $173,973,679 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $977,043 | BOYAmt |
| EOY | $688,381 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,197,774 | BOYAmt |
| EOY | $8,118,729 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,882,449 | BOYAmt |
| EOY | $198,254,002 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,767,760 | BOYAmt |
| EOY | $79,621,129 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,602,520 | BOYAmt |
| EOY | $81,220,324 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,225,672 | BOYAmt |
| EOY | $71,056,137 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,595,952 | BOYAmt |
| EOY | $231,897,590 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,478,401 | BOYAmt |
| EOY | $430,151,592 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,737,683 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $16,287,419 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$3,723,464 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $11,337,523 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,168,402 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,295,170 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,121,718 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,669,183 | CurrentTaxYearAmt |
| Total | $62,591,996 | 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 | $11,337,523 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,168,402 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,295,170 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,121,718 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,669,183 | CurrentTaxYearAmt |
| Total | $62,591,996 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,631,375 | SubstantialContributorsTotAmt |
| Public Support Total170 | $60,960,621 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,813,319 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,222,832 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,955,588 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,206,512 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,276,142 | CurrentTaxYearAmt |
| Total | $20,474,393 | 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 | $83,066,389 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $653,559,751 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73388 | PublicSupportCY170Pct |
| Public Support PY170 | 0.00000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $1 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1I | FormAndLineReferenceDesc |
| Explanation | Simmons College is a member of various educational associations which may engage in lobbying activities on BEHALF OF COLLEGES AND UNIVERSITIES FROM WHICH SIMMONS MAY BENEFIT. Simmons College is not aware of the actual amount of member fees associated with such lobbying efforts. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $168,818,367 | BeginningYearBalanceAmt |
| Contributions | $5,018,544 | ContributionsAmt |
| Investment Earnings Or Losses | $17,025,797 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,902,335 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,084,697 | OtherExpendituresAmt |
| End Year Balance | $187,875,676 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $156,618,376 | BeginningYearBalanceAmt |
| Contributions | $1,532,420 | ContributionsAmt |
| Investment Earnings Or Losses | $17,009,769 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,546,184 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,796,014 | OtherExpendituresAmt |
| End Year Balance | $168,818,367 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $161,839,794 | BeginningYearBalanceAmt |
| Contributions | $3,048,249 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,431,324 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,604,708 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,233,635 | OtherExpendituresAmt |
| End Year Balance | $156,618,376 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $141,511,154 | BeginningYearBalanceAmt |
| Contributions | $2,924,080 | ContributionsAmt |
| Investment Earnings Or Losses | $24,430,493 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,396,601 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,629,332 | OtherExpendituresAmt |
| End Year Balance | $161,839,794 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $140,053,294 | BeginningYearBalanceAmt |
| Contributions | $3,007,951 | ContributionsAmt |
| Investment Earnings Or Losses | $7,117,233 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,321,357 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,345,967 | OtherExpendituresAmt |
| End Year Balance | $141,511,154 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.30000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.70000 | PrmnntEndowmentBalanceEOYPct |
| 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 | $815,000 | OtherCostOrOtherBasisAmt |
| Book Value | $815,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $250,082,586 | OtherCostOrOtherBasisAmt |
| Depreciation | $86,343,043 | DepreciationAmt |
| Book Value | $163,739,543 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,592,217 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,310,821 | DepreciationAmt |
| Book Value | $17,281,396 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $181,835,939 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQUITY SECURITIES | $47,637,685 | F |
| HEDGE FUNDS | $29,783,532 | F |
| PRIVATE EQUITY | $31,329,580 | F |
| FIXED INCOME SECURITIES | $1,091,244 | F |
| PARTIES | $8,672,831 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $118,514,872 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| LOAN PAYABLE | $740,741 |
| U.S. GOVERNMENT LOAN ADVANCES | $3,099,655 |
| ASSET RETIREMENT OBLIGATION | $1,593,592 |
| ANNUITIES PAYABLE | $1,794,806 |
| DEPOSIT PAYABLE | $889,935 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,118,729 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $140,821,084 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $16,287,419 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$36,462,718 | OtherRevenueAmt |
| Revenue Not Reported | -$20,175,299 | RevenueNotReportedAmt |
| Revenue Subtotal | $160,996,383 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $160,996,383 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $121,519,448 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $121,519,448 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $32,739,252 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $32,739,252 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $154,258,700 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part III, Line 4 | FormAndLineReferenceDesc |
| Explanation | The Simmons College art collection is comprised of paintings, drawings, prints, sculpture, and photography which is used to support the college's curriculum. Schedule D, Part IV, Line 2b The College maintains agency accounts for Alumnni and student groups. The college acts as a fiscal agent for the funds. Schedule D, Part V, Line 4 The Simmons Endowment Fund is used to support the educational mission of the college. It is intended to provide an intergenerational source of funding for student scholarships, research, instructional programs, and general operations of the College. Schedule D, Part X - Fin 48 Simmons College does not have a FIN 48 footnote as any uncertain tax positions were deemed immaterial for the year ended June 30, 2014. Schedule D, Part XI, Line 2d Student Aid ($32,738,691) EXTINGUISHMENT OF DEBT ($3,723,464) ROUNDING ($563) ______________ TOTAL ($36,462,718) Schedule D, Part XII, Line 4b Student Aid $32,738,691 ROUNDING $561 _____________ TOTAL $32,739,252 | ExplanationTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | A DESCRIPTION OF THE COLLEGE'S NON-DISCRIMINATORY POLICY IS PUBLISHED IN ITS ADMISSION AND RECRUITING PUBLICATIONS AND IN THE STUDENT HANDBOOK. IT IS ALSO POSTED IN SEVERAL LOCATIONS ON THE COLLEGE'S WEBSITE UNDER "POLICIES," THE OFFICE OF GENERAL COUNSEL, AND HUMAN RESOURCES. SCHEDULE E, PART I, LINE 6A SIMMONS COLLEGE RECEIVES FUNDING FROM VARIOUS FEDERAL AND STATE GOVERNMENTAL AGENCIES IN SUPPORT OF THE COLLEGE'S EDUCATIONAL MISSION. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (29 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Central America and the Caribbean | Program Services | PROF. DEVELOPMENT | $985 |
| East Asia and the Pacific | Program Services | ACADEMIC SUPPORT | $159 |
| East Asia and the Pacific | Program Services | INSTRUCTIONAL | $6,906 |
| East Asia and the Pacific | Program Services | PROF. DEVELOPMENT | $9,487 |
| East Asia and the Pacific | Program Services | STUDY ABROAD | $1,770 |
| Europe (Including Iceland and Greenland) | Program Services | ACADEMIC SUPPORT | $16,320 |
| Europe (Including Iceland and Greenland) | Program Services | INSTRUCTIONAL | $3,280 |
| Europe (Including Iceland and Greenland) | Program Services | PROF. DEVELOPMENT | $31,714 |
| Europe (Including Iceland and Greenland) | Program Services | RECRUITMENT | $35,100 |
| Middle East and North Africa | Program Services | Academic Support | $92 |
| North America | Program Services | Institutional Support | $5,256 |
| North America | Program Services | INSTRUCTIONAL | $1,470 |
| North America | Program Services | PROF. DEVELOPMENT | $3,097 |
| North America | Program Services | RECRUITMENT | $200 |
| North America | Program Services | Recruitment Faculty | $37 |
| South America | Program Services | PROF. DEVELOPMENT | $1,800 |
| South Asia | Program Services | Recruitment | $3,328 |
| Sub-Saharan Africa | Program Services | INSTRUCTIONAL | $9,950 |
| Sub-Saharan Africa | Program Services | PROF. DEVELOPMENT | $24,879 |
| North America | Program Services | Student Services | $531 |
| South America | Program Services | Recruitment | $306 |
| Middle East and North Africa | Program Services | PROF. DEVELOPMENT | $3,480 |
| Middle East and North Africa | Program Services | Recruitment | $3,053 |
| Europe (Including Iceland and Greenland) | Program Services | Insitutional Support | $2,726 |
| Central America and the Caribbean | Program Services | Recruitment | $781 |
| Central America and the Caribbean | Program Services | Study Abroad | $749 |
| Europe (Including Iceland and Greenland) | Program Services | Student Services | $1,840 |
| Europe (Including Iceland and Greenland) | Investments | $15,125,763 | |
| Central America and the Caribbean | Investments | $20,561,805 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $121,001 | SubtotalSpentAmt |
| Continuation Spent | $35,735,863 | ContinuationSpentAmt |
| Total Spent | $35,856,864 | TotalSpentAmt |
| 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 | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|---|
| WHEELOCK COLLEGE | ||||||
| 200 THE RIVERWAY | BOSTON | MA | 02215 | 042103639 | 501(C)(3) | $17,800 |
| WENTWORTH INSTITUTE OF TECHNOLOGY INC | ||||||
| 550 HUNTINGTON AVE | BOSTON | MA | 02115 | 041958460 | 501(C)(3) | $55,400 |
| UNIVERSITY OF MASSACHUSETTS LOWELL | ||||||
| ONE UNIVERSITY AVE | LOWELL | MA | 01854 | 043167352 | 501(C)(3) | $6,354 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Student Financial Aid | GrantTypeTxt |
| Recipient | 2661 | RecipientCnt |
| Cash Grant | $32,738,691 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Academic excellence and demonstrated financial need are used to determine each student's financial aid. The financial aid consists of any combinAtion of grants and loans and are reviewed each year based on a student's academic record and/or demonstrated need. The free application for federal student aid, which helps to establish a student's financial need, serves as the application for tuition scholarships. Schedule I, Part III Cash grants are credits to student accounts. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | false | 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 | false | 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 | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Helen G Drinan | |||||||||||
| President/Trustee | $445,335 | $0 | $53,150 | $185,184 | $0 | $3,595 | $0 | $687,264 | $0 | $0 | $0 |
| Michele V Cloonan | |||||||||||
| FORMER DEAN/FAC MEMBER | $177,100 | $0 | $4,755 | $16,425 | $0 | $1,795 | $0 | $200,075 | $0 | $0 | $0 |
| Stefan Krug | |||||||||||
| Dean | $187,805 | $0 | $1,257 | $17,613 | $0 | $27,025 | $0 | $233,700 | $0 | $0 | $0 |
| Diane Grossman | |||||||||||
| FORMER DEAN/Fac MEMBER | $113,163 | $0 | $1,455 | $10,220 | $0 | $1,388 | $0 | $126,226 | $0 | $0 | $0 |
| Charlena Seymour | |||||||||||
| FORMER provost (UNTIL 6/30/13) | $137,071 | $0 | $18,562 | $12,375 | $0 | $7,029 | $0 | $175,037 | $0 | $0 | $0 |
| Stefano Falconi | |||||||||||
| Sr VP Fin/Admin & Treasurer | $337,111 | $0 | $3,564 | $22,950 | $0 | $30,123 | $0 | $393,748 | $0 | $0 | $0 |
| Cheryl E Howard | |||||||||||
| VP of Marketing | $227,700 | $0 | $2,581 | $20,655 | $0 | $964 | $0 | $251,900 | $0 | $0 | $0 |
| Kathleen B Rogers | |||||||||||
| VP/GENERAL Counsel | $204,200 | $0 | $1,488 | $18,900 | $0 | $4,115 | $0 | $228,703 | $0 | $0 | $0 |
| Andrew Effrat | |||||||||||
| ASSOCIATE PROVOST | $224,324 | $0 | $3,856 | $20,700 | $0 | $16,478 | $0 | $265,358 | $0 | $0 | $0 |
| Sarah H Neill | |||||||||||
| VP STUDENT AFFAIRS | $179,888 | $0 | $1,068 | $16,538 | $0 | $8,530 | $0 | $206,024 | $0 | $0 | $0 |
| CATHY MINEHAN | |||||||||||
| DEAN | $248,200 | $0 | $2,953 | $16,875 | $0 | $1,040 | $0 | $269,068 | $0 | $0 | $0 |
| REGINA MELFI SHERWOOD | |||||||||||
| VP TALENT & HUMAN CAP STRATEGY | $201,621 | $0 | $714 | $12,900 | $0 | $28,154 | $0 | $243,389 | $0 | $0 | $0 |
| MARIANNE LORD | |||||||||||
| VICE PRESIDENT OF ADVANCEMENT | $254,943 | $0 | $1,754 | $22,950 | $0 | $15,621 | $0 | $295,268 | $0 | $0 | $0 |
| Judy Beal | |||||||||||
| DEAN | $168,938 | $0 | $11,754 | $16,290 | $0 | $8,148 | $0 | $205,130 | $0 | $0 | $0 |
| Sheila C Conboy | |||||||||||
| Provost (AS OF 7/1/13)/Sr VP | $135,795 | $0 | $1,243 | $13,050 | $0 | $19,212 | $0 | $169,300 | $0 | $0 | $0 |
| Suzanne Murphy | |||||||||||
| VICE PRES STRATEGIC INITIATIVE | $184,644 | $0 | $990 | $17,700 | $0 | $28,147 | $0 | $231,481 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | A HOUSING ALLOWANCE WAS PROVIDED TO HELEN DRINAN, PRESIDENT, AND WAS CONSIDERED TAXABLE AND INCLUDED IN HER TAXABLE INCOME. SCHEDULE J, PART I, LINE 1B THE COLLEGE HAS A WRITTEN POLICY REGARDING FIRST CLASS AND SPOUSAL TRAVEL. ON OCCASION, OTHER BENEFITS LISTED IN QUESTION 1A OF SCHEDULE J MAY BE PROVIDED, BUT ONLY PURSUANT TO A VOTE OF APPROVAL BY THE BOARD OF TRUSTEES. SCHEDULE J, PART I, LINE 4B DURING CALENDAR YEAR 2011, THE COLLEGE ENTERED INTO A SUPPLEMENTAL RETIREMENT AGREEMENT (SRA) WITH THE PRESIDENT. UNDER THE SRA THE COLLEGE MAKES DEFERRALS FROM 0 TO 30 PERCENT OF THE PRESIDENT'S BASE PAY, IN THE SOLE DISCRETION OF THE BOARD, FOR EACH YEAR THROUGH THE FISCAL YEAR ENDING JUNE 30, 2016. AMOUNTS DEFERRED ARE SUBJECT TO FORFEITURE IF CERTAIN CONDITIONS ARE NOT MET IN THE DISCRETION OF THE BOARD. FOR CALENDAR YEAR 2013, THE AMOUNT DEFERRED WAS $162,234. THIS AMOUNT IS INCLUDED ON SCHEDULE J, PART II, COLUMN (C) AS DEFERRED COMPENSATION. | ExplanationTxt |
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 |
|---|---|---|---|---|---|---|---|---|
| SIMMONS COLLEGE MDFA REVENUE BOND SERIES G | ||||||||
| A | 043431814 | 57583REX9 | 2006-01-12 | $49,610,000 | NEW ACADEMIC BLDG, GARAGE, & OTHER | false | false | false |
| SIMMONS COLLEGE MDFA REVENUE BOND SERIES H | ||||||||
| B | 043431814 | 57583RJG1 | 2007-01-04 | $45,343,798 | REFUNDING SERIES C, D, F BONDS | false | false | false |
| SIMMONS COLLEGE MHEFA REVENUE BOND SERIES I | ||||||||
| C | 042456011 | 57686EEL1 | 2009-01-22 | $59,998,380 | REFIN E BOND, CONSTRUCT, SWAP TERM | false | false | false |
| SIMMONS COLLEGE MDFA REVENUE BOND SERIES J | ||||||||
| D | 043431814 | 57583UYQ5 | 2013-09-05 | $19,156,227 | REFINANCE SERIES F & I BONDS | 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 | $100,000 | $0 | $49,610,000 | $0 | $0 | $0 | $563,922 | $732,819 | $2,480,500 | $44,020,416 | $1,813,175 | $0 | 2009 | false | false | Yes (true) | Yes (true) |
| B | $2,300,000 | $0 | $45,343,798 | $0 | $0 | $0 | $575,599 | $485,410 | $0 | $0 | $44,282,763 | $0 | false | Yes (true) | Yes (true) | Yes (true) | |
| C | $18,270,000 | $0 | $59,998,380 | $5,976,742 | $0 | $0 | $1,199,968 | $0 | $2,466,655 | $19,215,015 | $31,140,000 | $0 | 2009 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $0 | $0 | $19,156,227 | $0 | $0 | $17,789,710 | $374,131 | $0 | $0 | $0 | $992,386 | $0 | Yes (true) | Yes (true) | Yes (true) | 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 | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Total Private Business UseTotalPrivateBusinessUsePct |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) | ||
| B | false | Yes (true) | Yes (true) | false | 0.01980 | false | false | false | Yes (true) | Yes (true) | 0.01980 |
| C | false | false | false | false | 0 | false | false | false | Yes (true) | ||
| D | Yes (true) | Yes (true) | Yes (true) | false | 0.00160 | false | false | false | Yes (true) | Yes (true) | 0.00160 |
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/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | Yes (true) | false | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART II, LINE 3, COLUMN (c) | FormAndLineReferenceDesc |
| Explanation | $31,140,000 OF THE MHEFA REVENUE BOND SERIES I PROCEEDS WERE USED TO REFUND SERIES E BONDS. SCHEDULE K, PART II, LINE 13, COLUMN (B) THE YEAR OF SUBSTANTIAL COMPLETION FOR THE MDFA REVENUE BONDS SERIES H HAS BEEN LEFT BLANK BECAUSE THIS ISSUE WAS ENTIRELY FOR AN ADVANCE REFUNDING. SCHEDULE K, PART IV, LINE 2C ISSUER NAME: SIMMONS COLLEGE MDFA REVENUE BONDS SERIES H DATE THE REBATE COMPUTATION WAS PERFORMED: 06/30/2014 ISSUER NAME: SIMMONS COLLEGE MHEFA REVENUE BONDS SERIES I DATE THE REBATE COMPUTATION WAS PERFORMED: 06/30/2014 | ExplanationTxt |
Schedule L IRS990ScheduleL
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $0 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Blue Cross Blue Shield | |||
| President is director | $5,597,919 | Medical Insurance Coverage | false |
| GOODWIN PROCTER LLP | |||
| OFFICER/TRUSTEE IS CHAIR | $452,701 | LEGAL SERVICES | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part IV | FormAndLineReferenceDesc |
| Explanation | President Drinan is a member of the board of directors of Blue Cross Blue Shield. SHE BECAME A MEMBER OF THE BLUE CROSS BLUE SHIELD BOARD PRIOR TO ASSUMING HER POSITION AS PRESIDENT AT SIMMONS COLLEGE. SIMMONS' TRANSACTION WITH BLUE CROSS BLUE SHIELD IS MADE AT ARM'S LENGTH. REGINA PISA, TRUSTEE, IS THE CHAIR OF GOODWIN PROCTER, LLP. | 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 | 54 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,546,326 | 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 | |
| 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 | |
| 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, Column (B) | FormAndLineReferenceDesc |
| Explanation | The amounts listed in column (b) represent total number of contributions received, not individual items. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1, and Part III, Line 1 | MISSION STATEMENT SIMMONS COLLEGE EXISTS TO EDUCATE, EMPOWER AND TRANSFORM THE LIVES OF ITS STUDENTS, PREPARING THEM FOR LEADERSHIP IN THE PROFESSIONS, IN THEIR COMMUNITIES, AND IN THE WORLD. SIMMONS' ENDURING COMMITMENT IS TO PROVIDE AN EXCEPTIONAL HIGHER EDUCATION EXPERIENCE THAT DISTINCTIVELY INTEGRATES THEORY AND PRACTICE; ACADEMIC EXCELLENCE IN THE LIBERAL ARTS AND SCIENCES COMBINED WITH RIGOROUS PROFESSIONAL TRAINING. SIMMONS' HISTORY IS ROOTED IN VISIONARY THINKING AND SOCIAL RESPONSIBILITY; OUR MANDATE TO PREPARE UNDERGRADUATE WOMEN FOR PROFESSIONAL SUCCESS AND MEANINGFUL LIVES REMAINS AT THE CORE OF OUR MISSION. OUR GRADUATE SCHOOLS SERVE WOMEN AND MEN WHO ARE PASSIONATE ABOUT LEARNING, LEADING, AND MAKING A DIFFERENCE IN THEIR PROFESSIONS. SIMMONS STUDENTS GRADUATE INTELLECTUALLY EQUIPPED, PROFESSIONALLY SKILLED AND TECHNOLOGICALLY PROFICIENT FOR CUTTING-EDGE CAREERS THAT ADDRESS OUR GLOBAL SOCIETY'S GREATEST CHALLENGES AND UNMET NEEDS, TODAY AND IN THE FUTURE. FORM 990, PART III, LINE 4C ACADEMIC SUPPORT AND STUDENT SERVICES: Includes expenditures for activities that support and enhance the student's education, as well as contribute to their emotional and physical well-being. Included in this category is the College library which houses over 275,000 print volumes, subscribes to 312 print journals, and provides access to 60,000 e-journals, 30,000 e-books, and 117 electronic databases for articles, reference content, statistics and beyond. During fiscal year 2014, students checked out 22,608 books and accessed Course Reserve items 79,656 times. Also included in this category is the College's Health Center whose staff handled 2,901 student/patient visits during fiscal year 2014. Another component of this category is the Career Education Center which had 2,720 student contacts during fiscal year 2014 through multiple channels such as career coaching, in-class workshops, recruitment activities and career fairs. FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICES ARE COMPRISED OF SPONSORED RESEARCH AND WORK STUDY, AUXILIARY OPERATIONS, AND MISCELLANEOUS PROGRAM SERVICE EXPENSES. FORM 990, PART VI, LINE 1A THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES CONSISTS OF THE CHAIR AND THE VICE CHAIR OF THE BOARD OF TRUSTEES, THE PRESIDENT, THE CHAIRS OF THE FINANCE COMMITTEE, THE AUDIT COMMITTEE, AND THE COMMITTEE ON TRUSTEESHIP AND GOVERNANCE, THE CHAIRS OF ANY OTHER STANDING COMMITTEES OF THE BOARD OF TRUSTEES, AND ANY OTHER TRUSTEES AS MAY BE DESIGNATED BY THE BOARD OF TRUSTEES FROM TIME TO TIME. IN BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE HAS THE FULL POWER AND AUTHORITY OF THE BOARD OF TRUSTEES, EXCEPT TO SELL REAL ESTATE AND TO CONFER DEGREES. |
| Form 990, Part VI, Lines 6 & 7a | SIMMONS CURRENTLY HAS 46 CORPORATORS (THE CORPORATION): 36 MEMBERS OF THE BOARD OF TRUSTEES PLUS 10 ADDITIONAL MEMBERS SERVING AS A CONSULTATIVE BODY TO THE PRESIDENT AND BOARD OF TRUSTEES, AND AS NON-VOTING MEMBERS OF ONE BOARD COMMITTEE. THE CORPORATION'S PRIMARY DUTIES ARE TO ELECT ANNUALLY THE TRUSTEE MEMBERSHIP AND AMEND THE SIMMONS' BY-LAWS. FORM 990, PART VI, LINE 11B THE FORM 990 IS PREPARED AND SIGNED BY PRICEWATERHOUSECOOPERS AS PAID PREPARER. THE FORM 990 IS REVIEWED WITH THE AUDIT COMMITTEE, AND THE COMPENSATION SECTIONS OF THE FORM 990 ARE REVIEWED WITH THE COMPENSATION COMMITTEE. THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO THE FORM'S FILING WITH THE IRS. FORM 990, PART VI, LINE 12C IN ITS CONFLICT OF INTEREST DISCLOSURE FORM THE COLLEGE ASKS ALL TRUSTEES AND OFFICERS TO DECLARE ANY CONFLICT OF INTEREST. COMPLETED CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE REVIEWED BY THE GENERAL COUNSEL WHO ALSO SERVES AS SECRETARY TO THE BOARD. THE GENERAL COUNSEL PREPARES A WRITTEN REPORT FOR THE AUDIT COMMITTEE WHICH SETS FORTH ALL DISCLOSURE OR COMMENTS MADE BY RESPONDENTS CONCERNING POTENTIAL OR ACTUAL CONFLICTS AND THAT REPORT IS PRESENTED TO THE AUDIT COMMITTEE, PRESIDENT AND BOARD CHAIR FOR DISCUSSION AND NECESSARY FOLLOW-UP EACH YEAR. AT A MINIMUM, THOSE WITH CONFLICTS ARE INSTRUCTED TO REFRAIN FROM VOTING ON MATTERS WHERE THERE ARE OR MAY BE PERCEIVED TO BE A CONFLICT AND TO RECUSE THEMSELVES DURING ANY DISCUSSION OF THE ISSUE. FORM 990, PART VI, LINE 15 THE EXECUTIVE DEVELOPMENT AND COMPENSATION COMMITTEE IS GOVERNED BY A DETAILED CHARTER WHICH GRANTS IT JURISDICTION OVER COMPENSATION MATTERS FOR ALL SIMMONS OFFICERS. THE PRESIDENT MAKES SALARY RECOMMENDATIONS FOR THE OFFICERS EACH YEAR TO THE COMPENSATION COMMITTEE AND THE COMMITTEE REVIEWS THE PERFORMANCE OF THE OFFICERS AGAINST SALARY DATA PREPARED BY EXTERNAL COMPENSATION EXPERTS. THE COMMITTEE THEN MAKES RECOMMENDATIONS FOR OFFICER SALARIES TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. FORM 990, PART VI, LINE 19 SIMMONS COLLEGE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND ARE POSTED ON THE COLLEGE'S WEBSITE. THE COLLEGE'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 EXTINGUISHMENT OF DEBT ($3,723,464) |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| CHARITABLE REMAINDER TRUST (5) | ||||
| FUNDRAISING | MA | SIMMONS COLLEGE | T | Yes (true) |
| POOLED INCOME FUND (1) | ||||
| FUNDRAISING | MA | SIMMONS COLLEGE | T | Yes (true) |
| 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 | false | 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 | false | 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 | false | 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 | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (1) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $274,331 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART IV, LINE 1 | FormAndLineReferenceDesc |
| Explanation | CHARITABLE REMAINDER TRUSTS ARE DOMICILED IN MASSACHUSETTS AND OHIO. | ExplanationTxt |