2015-04-08T13:08:08-05:00 2014-09-30 043000523 O'CONNOR & DREW PC 25 BRAINTREE HILL OFC PK SUITE 102 BRAINTREE MA 02184 990 2013-10-01 046112618 NEW ENGLAND ASSOCIATION OF SCHOOLS AND COLLEGES INC NEWE 7814257700 3 BURLINGTON WOODS DRIVE NO 100 BURLINGTON MA 018034514 CAMERON C STAPLES PRESIDENT 7814257700 2015-02-15 1 DAVID A DIIULIS P00303577 6174711120 2015-04-01 2013 2016-03-07 17:11:31Z CAMERON C STAPLES 3 BURLINGTON WOODS DRIVE NO 100 BURLINGTON MA 01803 10842798 0 X WWW.NEASC.ORG X 1885 MA THE MISSION IS TO ADVANCE THE CAUSE OF EDUCATION IN THE COLLEGES AND SCHOOLS OF NEW ENGLAND AND OF OTHER GEOGRAPHICAL AREAS DESIGNATED FROM TIME TO TIME BY THE BOARD OF TRUSTEES. IN ADDITION, THE ASSOCIATION IS TO ACT AS A REGIONAL ACCREDITING ORGANIZATION DEDICATED TO THE ESTABLISHMENT OF COOPERATIVE RELATIONS AMONG THE COLLEGES AND SCHOOLS OF NEW ENGLAND AND OF OTHER GEOGRAPHICAL AREAS DESIGNATED FROM TIME TO TIME BY THE BOARD OF TRUSTEES. THE ASSOCIATION STRIVES TO DEVELOP, MAINTAIN, AND IMPROVE SOUND EDUCATIONAL STANDARDS, AND TO PROMOTE THE INTERESTS IN COMMON TO BOTH COLLEGES AND SCHOOLS. 17 16 48 7245 0 0 37000 37000 8760252 9280159 160133 286194 10627 8249 8968012 9611602 0 0 0 0 5290028 5739437 0 0 0 2743843 2546923 8033871 8286360 934141 1325242 14408269 16196155 8287965 8793780 6120304 7402375 X THE MISSION IS TO ADVANCE THE CAUSE OF EDUCATION IN THE COLLEGES AND SCHOOLS OF NEW ENGLAND AND OF OTHER GEOGRAPHICAL AREAS DESIGNATED FROM TIME TO TIME BY THE BOARD OF TRUSTEES. IN ADDITION, THE ASSOCIATION IS TO ACT AS A REGIONAL ACCREDITING ORGANIZATION DEDICATED TO THE ESTABLISHMENT OF COOPERATIVE RELATIONS AMONG THE COLLEGES AND SCHOOLS OF NEW ENGLAND AND OF OTHER GEOGRAPHICAL AREAS DESIGNATED FROM TIME TO TIME BY THE BOARD OF TRUSTEES. THE ASSOCIATION STRIVES TO DEVELOP, MAINTAIN, AND IMPROVE SOUND EDUCATIONAL STANDARDS, AND TO PROMOTE THE INTERESTS IN COMMON TO BOTH COLLEGES AND SCHOOLS. 0 0 5397129 9009329 THE ASSOCIATION PROVIDES ACCREDITATIONS AND EVALUATIONS OF MEMBER AND CANDIDATE SCHOOLS. THE ASSOCIATION ACCREDITED AND/OR EVALUATED OVER 1,800 SCHOOLS DOMESTICALLY AND INTERNATIONALLY. THE ACCREDITATIONS AND EVALUATIONS WERE PERFORMED BY APPROXIMATELY 7,245 VOLUNTEERS, PROVIDING AN ESTIMATED 170,000 HOURS OF SERVICE TO THE ORGANIZATION. 206372 185112 THE ASSOCIATION HOLDS WORKSHOPS FOR MEMBER SCHOOLS, INCLUDING SELF-STUDY, CHAIR PREPARATION, FOLLOW-UP WORKSHOPS, AND OTHER WORKSHOPS. 83271 87500 THE ASSOCIATION PROMOTES EDUCATIONAL STANDARDS INTERNATIONALLY. 5686772 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 25 0 1 48 1 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X CAMERON C STAPLES 7814257707 3 BURLINGTON WOODS DRIVE SUITE 100 BURLINGTON MA 01803 CAMERON STAPLES PRESIDENT/CEO 35.00 X X 292539 0 30497 JAMES J BROSNAN CPS TRUSTEE 5.00 X 0 0 0 PATRICIA MAGUIRE MESERVEY CIHE TRUSTEE 5.00 X 0 0 0 WILLIAM MACMULLEN CIS TRUSTEE 5.00 X 0 0 0 CHRISTINE L MCGRATH CIE TRUSTEE 5.00 X 0 0 0 PAUL M FOCHTMAN CIE TRUSTEE 5.00 X 0 0 0 NANCY CARRIUOLO CIHE TRUSTEE 5.00 X 0 0 0 ZORICA PANTIC CIHE TRUSTEE 5.00 X 0 0 0 CELESTE BOWLER CPS TRUSTEE 5.00 X 0 0 0 ROBERT E LITTLEFIELD CPS TRUSTEE 5.00 X 0 0 0 WILLIAM FITZGERALD TRUSTEE 5.00 X 0 0 0 THEODORE SERGI TRUSTEE 5.00 X 0 0 0 EILEEN ELLIOTT TRUSTEE 5.00 X 0 0 0 MICHAEL CONTOMPASIS TRUSTEE 5.00 X 0 0 0 THEODORE N SCONTRAS TRUSTEE 5.00 X 0 0 0 MARY LYONS CHAIR 5.00 X X 0 0 0 WILLIAM BURKE III SECRETARY-TREASURER 5.00 X X 0 0 0 KENNETH K QUIGLEY JR IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 BARBARA E BRITTINGHAM PRESIDENT/DIRECTOR CIHE 35.00 X 289530 0 40081 JANET ALLISON DIRECTOR CPS 35.00 X 195462 0 27921 WILLIAM BENNETT DIRECTOR CIS 35.00 X 190545 0 36264 PETER MOTT DIRECTOR CIE 35.00 X 185480 0 20569 PATRICIA O'BRIEN SENIOR VICE PRESIDENT CIHE 35.00 X 198762 0 29128 PAULA HARBECKE VICE PRESIDENT CIHE 35.00 X 162086 0 25211 CAROL ANDERSON VICE PRESIDENT CIHE 35.00 X 159250 0 31674 TALA KHUDAIRI VICE PRESIDENT CIHE 35.00 X 158100 0 37014 MICHAEL POPINCHALK ASSOCIATE DIRECTOR CIE 35.00 X 129550 0 14383 MARK STAPLETON DIRECTOR OF EXTERNAL AFFAIRS 21.00 X 112914 0 12536 KATHY WILLIS OFFICE MANAGER 35.00 X 100121 0 30420 MARY ULLIANI BUSINESS MANAGER 35.00 X 100270 0 27993 2274609 0 363691 13 0 1 0 DAVID STEWART 19 BURCH STREET ARLINGTON MA 02474 SOFTWARE ENGINEER 110450 HOLLAND & KNIGHT LLP 10 SAINT JAMES AVENUE BOSTON MA 02116 LEGAL 102097 2 37000 37000 ACCREDATION AND EVALUATIONS 611710 8684511 8684511 ANNUAL MEETINGS 611710 323036 323036 WORKSHOPS 611710 185112 185112 CONTRACT REVENUE 611710 87500 87500 9280159 158011 158011 1356822 200 1228403 436 128419 -236 128183 -236 128419 4375 2357 2018 2018 SALE OF PRINTED MATERIAL 611710 6231 6231 6231 9611602 9281941 0 292661 2274609 1798423 476186 2184688 1727327 457361 444212 348675 95537 550676 383000 167676 285252 226871 58381 89241 89241 26313 26313 18621 18621 27553 27553 5019 5019 34563 24058 10505 114810 114810 426496 426496 199902 144700 55202 599592 539563 60029 134575 134575 156988 156988 WORKSHOP EXPENSE 206372 206372 PRINTING & POSTAGE 109354 95373 13981 CONSULTING 98868 17817 81051 DIRECT GRANT EXPENDITUR 83271 83271 215385 72701 142684 8286360 5686772 2599588 0 993874 277924 1335299 1640996 150177 180712 19003 16647 146383 123336 1099728 583832 548081 515896 11202882 13432255 2898 8389 9672 14408269 16196155 695039 599948 6833327 7406662 759599 787170 8287965 8793780 X 6086675 7370180 13629 12195 20000 20000 6120304 7402375 14408269 16196155 1325242 -43171 0 X X 0 1 X 1 0 X 6849768 7276779 7848074 8207698 8721511 38903830 601427 539022 633031 603547 606254 2983281 7451195 7815801 8481105 8811245 9327765 41887111 0 0 0 41887111 160287 112895 133277 144024 158011 708494 160287 112895 133277 144024 158011 708494 4000 97 4097 7615482 7928696 8614479 8955269 9485776 42599702 0.98330 0.98120 0.01660 0.01820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 1 18621 0 0 0 18621 0 PART II-B, LINE 1 LOBBYING ACTIVITIES INCLUDE CONGRESSIONAL MEETINGS TO PROMOTE AND SUPPORT THE MISSION OF THE ASSOCIATION. 3285270 400000 170959 1071 3855158 3176575 134838 815 25328 3285270 2675396 300000 226311 1786 23346 3176575 2392739 287 282370 2675396 2167547 227292 2100 2392739 0.99480 0.00520 0.00000 0 0 190411 33191 157220 909317 550641 358676 515896 ACCRUED POST RETIREMENT MEDICAL BENEFITS 787170 787170 X 9543471 -43171 -43171 9586642 27553 -2593 24960 9611602 8243546 2593 2593 8240953 27553 17854 45407 8286360 PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT THE PROGRAMS OF THE ASSOCIATION. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE AN ENTITY TO ASSESS THE PROBABILITY THAT A TAX POSITION HAS A "MORE LIKELY THAN NOT" ("MLTN") SUSTAINABILITY AFTER REVIEW BY TAX AUTHORITIES. IF A TAX POSITION IS DEEMED NOT TO MEET THIS THRESHOLD, ANY UNRECOGNIZED TAX BENEFITS AND COSTS ARE ESTIMATED AND RECOGNIZED. INTEREST AND PENALTIES, IF ANY, RELATED TO ASSESSMENTS BY TAX AUTHORITIES, WILL BE CLASSIFIED AS A COMPONENT OF MANAGEMENT AND GENERAL EXPENSE IN THE STATEMENT OF ACTIVITIES. A TAX POSITION MAY BE CONSIDERED AS TAKEN ANY TIME A TAXPAYER CHOOSES AMONGST ALTERNATIVES THAT AFFECT THE AMOUNT OF THEIR TAX OBLIGATIONS AND INCLUDE FOR EXAMPLE: TAX EXEMPT STATUS; STATUS AS A PASS-THROUGH ENTITY (S CORPORATIONS, ETC.); DECISIONS MADE IN THE PROCESS OF CONFORMING WITH TAX LAWS; DECISIONS NOT TO FILE IN CERTAIN JURISDICTIONS; ALLOCATION OF INCOME BETWEEN JURISDICTIONS AND THE CHARACTERIZATION OF INCOME OR EXPENSES. TAX RETURNS ARE ROUTINELY OPEN FOR REVIEW BY THE TAX AUTHORITIES FOR THREE YEARS FROM THEIR DUE DATE. IN CERTAIN CIRCUMSTANCES THE STATUTE OF LIMITATIONS MAY REMAIN OPEN INDEFINITELY. THE ASSOCIATION HAS BEEN NOTIFIED BY THE INTERNAL REVENUE SERVICE THAT IT MEETS THE QUALIFICATIONS TO BE CLASSIFIED AS A TAX EXEMPT ENTITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. SINCE THE CONTINUANCE OF THIS STATUS IS BASED UPON CONTINUING QUALIFICATION, THE ASSOCIATION HAS INDENTIFIED THIS AS A TAX POSITION. HOWEVER, IT HAS DETERMINED THAT THIS TAX POSITION MEETS MLTN SUSTAINABILITY AND DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ASSOCIATION DOES NOT EXPECT ANY MATERIAL CHANGES IN ITS POSITION REGARDING THIS MATTER IN THE NEXT TWELVE MONTHS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -2,357. LOSS ON SALE OF FIXED ASSETS -236. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,357. LOSS ON SALE OF FIXED ASSETS 236. PART XII, LINE 4B - OTHER ADJUSTMENTS: RETIREMENT MEDICAL BENEFITS 17,854. PART XII LINE 4B - OTHER ADJUSTMENTS: ACTUARIAL LOSS LESS AMORTIZATION OF NET TRANSITION OBLIGATION RELATED TO POST-RETIREMENT MEDICAL BENEFIT: $17,854 VARIOUS 0 0 PROGRAM SERVICES OVERSEAS SCHOOL VISITS 262446 VARIOUS 0 0 PROGRAM SERVICES CONFERENCES 47946 EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 PROGRAM SERVICES EMPLOYEE MAINTAINED FOR SCHOOL CONTRACT 152861 0 1 0 0 0 1 463253 0 463253 0 0 0 0 0 0 SCHEDULE F, PART I, LINE 2 ALL EXPENSES ARE TRACKED BY THE ASSOCIATION WHEN INCURRED. 1 X X X X X 0 0 0 0 0 0 0 0 0 CAMERON STAPLES PRESIDENT/CEO 292539 0 0 0 0 0 0 0 30497 0 323036 0 0 0 BARBARA E BRITTINGHAM PRESIDENT/DIRECTOR CIHE 289530 0 0 0 0 0 0 0 40081 0 329611 0 0 0 JANET ALLISON DIRECTOR CPS 195462 0 0 0 0 0 0 0 27921 0 223383 0 0 0 WILLIAM BENNETT DIRECTOR CIS 190545 0 0 0 0 0 0 0 36264 0 226809 0 0 0 PETER MOTT DIRECTOR CIE 185480 0 0 0 0 0 0 0 20569 0 206049 0 0 0 PATRICIA O'BRIEN SENIOR VICE PRESIDENT CIHE 198762 0 0 0 0 0 0 0 29128 0 227890 0 0 0 PAULA HARBECKE VICE PRESIDENT CIHE 162086 0 0 0 0 0 0 0 25211 0 187297 0 0 0 CAROL ANDERSON VICE PRESIDENT CIHE 159250 0 0 0 0 0 0 0 31674 0 190924 0 0 0 TALA KHUDAIRI VICE PRESIDENT CIHE 158100 0 0 0 0 0 0 0 37014 0 195114 0 0 0 JACOB LUDES III FORMER EXECUTIVE DIRECTOR 50000 CONSULTANT. MR. LUDES III, FORMER EXECUTIVE DIRECTOR, HAS ENTERED INTO A CONSULTING AGREEMENT REGARDING ENHANCEMENT OF THE EDUCATIONAL PROCESS FOR MEMBER INSTITUTIONS 0 FORM 990, PART VI, SECTION A, LINE 6 THE SCHOOLS WHO ARE ACCREDITED BY THE ASSOCIATION ARE CONSIDERED MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS MAY ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO FILING FORM 990, AN ELECTRONIC COPY IS EMAILED TO EACH BOARD OF TRUSTEES MEMBER FOR HIS/HER REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER, KEY EMPLOYEE, AND TRUSTEE IS ASKED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. MANAGEMENT REVIEWS AND FOLLOWS UP ON EVERY QUESTIONNAIRE. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO IS DETERMINED BY THE COMPENSATION COMMITTEE AND IS DOCUMENTED IN HIS EMPLOYMENT CONTRACT. COMPENSATION FOR CIHE KEY EMPLOYEES IS DETERMINED BY THE COMMISSION USING COMPARABILITY DATA AND IS DOCUMENTED FOR ALL OTHER KEY EMPLOYEES. THE CEO USES OUTSIDE ORGANIZATIONS FOR COMPARABILITY DATA AND RECOMMENDS SALARY TO THE PERSONNEL COMMITTEE WHICH RECOMMENDS IT TO THE FINANCE COMMITTEE. THE FINANCE COMMITTEE RECOMMENDS THE BUDGET, INCLUDING SALARIES, TO THE BOARD OF TRUSTEES. ALL IS DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS OF THE ASSOCIATION ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2 C THERE HAVE BEEN NO CHANGES IN THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE CURRENT YEAR.