2014-05-15T09:13:36-07:00 2013-06-30 990 2012-07-01 042103639 WHEELOCK COLLEGE WHEE 6178792000 200 The Riverway Boston MA 022154176 Jackie Jenkins-Scott 6178792119 2014-05-14 2012 2015-11-30 17:44:51Z Jackie Jenkins-Scott 200 The Riverway Boston MA 02215 52582957 0 X www.wheelock.edu X 1888 MA Wheelock College, a private college with a public mission, is recognized as a national leader in its professional fields - child life, social work, and education. Wheelock carries out this mission by providing a sound education in the arts and science and in the professions. The College offers outstanding professional preparation in education, child life, and social work. The Wheelock mission is sustained by the College academic programs and by involvement in the life of many communities. Wheelock academic programs give the students a rigorous education in the arts and sciences while enabling students to become informed and empathic professionals. A curriculum with multicultural dimension prepares students to work with children and families, to be responsible citizens, and to help create a just society. Through demanding and responsive teaching, faculty members inspire students to become informed and contributing citizens. 31 31 639 85 508236 -64863 7876725 6950565 42009254 43012495 565473 534029 1937221 2075081 52388673 52572170 11238205 11953395 0 0 22026905 23479066 0 0 1134729 17518791 19432880 50783901 54865341 1604772 -2293171 134761693 137725820 48631424 49028618 86130269 88697202 Wheelock's mission is to improve the lives of children and families. As a private college with a public mission, Wheelock College strives to be the premier college that educates people to create a safe, caring, and just world for all children and families. Wheelock College cultivates a passion for learning among all members of its community. We are a diverse learning community whose members respect differences among people, their ideas, and their ways of acting in the world. 0 0 33878192 11856471 34975401 Social Science Research & Related Studies: Instructional programs for undergraduate and graduate students in the area of education, social work and child life. Programs include classroom instruction as well as practical experience at school and social service agencies. 4585245 0 905625 Recreation & Sports Programs: Support services for undergraduate and graduate students. 4094966 0 7072414 Housing Programs:Expenses incurred for resident students that provides student with the additional time to extend their education experience beyond the classroom. 902044 0 923104 Personal Social Services: Expenses incurred in connection with sponsored activities such as: research, public service and student internships. 902044 0 923104 43460447 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 331 0 1 639 1 1 1 0 0 0 0 1 1 0 0 0 0 X 31 31 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X Anne Marie Martorana 6178792231 200 The Riverway Boston MA 02215 Kate Taylor 1 X X 0 0 0 Elizabeth Cluett Thors 1 0 X 0 0 0 Susan Simon 1 0 X X 0 0 0 A Keena Dunn Clifford 1 0 X X 0 0 0 Robin Mount 1 0 X 0 0 0 John Knutson 1 0 X 0 0 0 Ranch C Kimball 1 0 X 0 0 0 Steven Aveson 1 0 X 0 0 0 Robert Lincoln 1 0 X X 0 0 0 Barbara Sallick 1 0 X X 0 0 0 Patricia S Cook 1 0 X 0 0 0 John Jackson 1 0 X 0 0 0 Linda Port 1 0 X X 0 0 0 Lisa Biagetti 1 0 X 0 0 0 Elaine Markoff 1 0 X 0 0 0 Jane Roberts 1 0 X 0 0 0 Mark Roberts 1 0 X 0 0 0 Karen Sturges 1 0 X 0 0 0 Leverett Wing 1 0 X 0 0 0 Richard Abrams 1 0 X 0 0 0 Stephanie Bennett-Smith 1 0 X 0 0 0 Tina Feldman Crosby 1 0 X 0 0 0 Fred Foulkes 1 0 X 0 0 0 Scott Wennerholm 1 0 X 0 0 0 Joyce Butler 1 0 X 0 0 0 Caleb DesRosiers 1 0 X 0 0 0 Kelly Duda 1 0 X 0 0 0 Karen Mutch-Jones 1 0 X 0 0 0 Kathy Simons 1 0 X 0 0 0 Daniel Stern Terris 1 0 X 0 0 0 Sara Hosmer 1 0 X 0 0 0 Jackie JenkinsScott 40 0 X 332356 0 40792 Anne Marie Martorana 40 0 X 201092 0 29320 Roy Schifilliti 40 0 X 195503 0 25411 Adrian Haugabrook 40 0 X 186560 0 18548 Joan Gallos 40 0 X 66993 0 9295 Linda Welter 40 0 X 214601 0 24640 Marta Rosa 40 0 X 161969 0 17230 Shirley Malone-Fenner 40 0 X 146926 0 30769 Linda Davis 40 0 X 131365 0 17682 David Fernie 40 0 X 136413 0 17683 Barbara Morgan 40 0 X 116756 0 14897 1890534 0 246267 21 0 1 0 Daniel Whelton PO Box 127 Nutting Lake MA 01865 Technology Consulting 155530 William Rawn Associates Architects Inc 10 Post Office Square Boston MA 02109 Architects 183716 Cambridge Associates 125 High Street Suite 1100 Boston MA 02110 Investment management 150280 Fuseideas 8 Winchester Place 3rg Floor Suite 303 Winchester MA 01890 Marketing 137972 Credo LLC 940 Golf House Road W 200 Whitsett NC 27377 Management Consulting 133570 6 0 0 0 0 2435330 4515235 742911 6950565 Tuition 611310 34975401 34975401 0 0 Dorm & Dining fees 611310 7072414 7072414 0 0 Interest Income 611310 36426 36426 0 0 Wheelock Family Theatre revenues 611310 928254 923104 5150 0 0 0 0 0 43012495 644188 0 28145 616043 10868 0 0 10868 0 0 0 0 1205415 0 0 0 1205415 0 1205415 0 474941 730474 -121027 0 0 0 -121027 0 -121027 0 0 -121027 11254 0 10787 467 0 467 Misc fees 611310 867562 867562 0 0 Perkins loans cancelled 611310 1637 1637 0 0 0 0 0 0 869199 52572170 43876544 508236 1236825 799681 799681 11056789 11056789 96925 96925 0 0 586236 152170 434066 0 0 0 0 0 18750890 14932601 3154235 664054 846990 674515 142479 29996 1930698 1537545 324778 68375 1364252 1086446 229492 48314 0 0 0 0 34795 0 34795 0 101927 0 101927 0 4400 0 4400 0 0 0 88585 0 88585 0 3750667 1556202 2168100 26365 126562 63622 62940 0 2096163 1098546 827011 170606 240811 0 240811 0 0 0 0 0 2102370 1994432 107938 0 623516 437432 165123 20961 0 0 0 0 44274 35433 7476 1365 2125331 2116449 8882 0 0 0 0 0 3066873 2705115 361758 0 255208 126911 128297 0 Student Services 1548645 1451704 96941 0 Functions, events, orientation 1396427 653408 646031 96988 Educational Vouchers 239175 239175 0 0 Theater Operation Expenses 162256 162256 0 0 1424895 483090 934100 7705 54865341 43460447 10270165 1134729 990743 1241070 7982197 4884536 184604 586056 2412392 1829453 0 0 1509276 1268684 0 1069970 1224408 112525841 37907537 71343636 74618304 27321634 29916699 15809533 15845505 6137708 6311105 134761693 137725820 3692508 4950359 0 2005739 1412094 41987790 41720778 0 0 945387 945387 48631424 49028618 X 50645298 50184360 9210588 11358764 26274383 27154078 86130269 88697202 134761693 137725820 X -2293171 4811391 0 0 0 48713 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 4400 4400 53726212 53730612 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 80393 60000 16000 4400 160793 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 41926294 598501 5287223 603990 1424599 88585 45694844 42514823 2339246 -884949 585539 1368952 88335 41926294 35728126 733051 8242214 635895 1470796 81877 42514823 33159802 883251 3791512 585678 1474448 46313 35728126 45869637 257154 -10637145 617476 1660167 52201 33159802 0.31 0.49 0.2 0 0 0 2259132 2259132 0 97508413 26248651 71259762 0 0 0 0 0 12618483 11523633 1094850 0 139813 135253 4560 74618304 Long/short equity funds 9566992 F Fixed income securities 6278513 F 15845505 Government advances for student loans 945387 945387 X 46189974 4811391 0 0 48715 4860106 41329868 88587 11153715 11242302 52572170 43623041 0 0 0 0 0 43623041 88585 11153715 11242300 54865341 SchD_P05_S00_L04 Schedule D, Part V, Line 4 Wheelock's endowment provides support for the day to day operations of the College, including financial aid, scholarships, and furthering the mission of the college. SchD_P10_S00_L02 Schedule D, Part X, Line 2 The College accounts for the effect of any uncertain tax positions based on a "more likely than not" threshold to the recognition of the tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for all uncertain tax positions. The College has identified its tax status as a tax exempt entity as its only significant tax position and has determined that such tax position does not result in an uncertainty requiring recognition. The College is not currently under examination by any taxing jurisdiction. The College's federal and state income tax returns are generally open for examination for the past three years. SchD_P11_S00_L02d Schedule D, Part XI, Line 2d Change in value of split-interest agreements. SchD_P11_S00_L04b Schedule D, Part XI, Line 4b Institutional scholarships. SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Institutional scholarships. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SchE_P01_S00_L03 Schedule E, Part I, Line 3 Wheelock College follows a racially nondiscriminatory policy as to students. The college publicizes its non-discrimination policy in its catalog and on its website. The college currently enrolls students of racial minority groups in meaningful numbers. Diversity and social justice are central to the mission of Wheelock College and these values permeate all aspects of the College's work. SchE_P01_S00_L06 Schedule E, Part I, Line 6 The College received title IV funds, federal grants, and assistance. 1 East Asia and the Pacific 0 1 Program Services Higher education undergraduate and graduate programs. 939990 East Asia and the Pacific 0 0 Grantmaking Grants and scholarships for four students while attending a semester abroad. 26000 South America 0 0 Grantmaking Grants and scholarships for one student while attending a semester abroad. 3250 Europe (including Iceland and Greenland) 0 0 Grantmaking Grants and scholarships for six students while attending a semester abroad. 38550 Sub-Saharan Africa 0 0 Grantmaking Grants and scholarships for one student while attending a semester abroad. 3125 0 1 1010915 Grants and scholarships for four students while attending a semester abroad. East Asia and the Pacific 4 0 26000 Credit at the bursar's office. FMV Grants and scholarships for one student while attending a semester abroad. South America 1 0 3250 Credit at the bursar's office. FMV Grants and scholarships for six students while attending a semester abroad. Europe (including Iceland and Greenland) 6 0 38550 Credit at the bursar's office. FMV Grants and scholarships for one student while attending a semester abroad. Sub-Saharan Africa 1 0 3125 Credit at the bursar's office. FMV 0 0 0 1 0 0 SchF_P01_S00_L02 Schedule F, Part I, Line 2 Grants to students are made in accordance with Federal and institutonal financial aid policies. The grant funds are used for academic course work for foreign study abroad. The Registrar's office determines that academic standards are met before academic credit is received by the student. 1 Action for Boston Community Development 1798 Tremont Street Boston MA 02111 042304133 501(c)(3) 8500 0 FMV Training and outreach coordination Preschool Enrichment Team Inc 174 Brush Hill Avenue Suite 302 West Springfield MA 01089 042790929 501(c)(3) 22386 0 FMV Training and outreach coordination New Sector Alliance 711 Atlantic Avenue Lower Level Boston MA 02111 043570463 501(c)(3) 20000 0 FMV Family Services Organization of Worcester Inc 31 Harvard Street Worcester MA 01609 042103767 501(c)(3) 18979 0 FMV Training and outreach coordination Community Action Committee of Cape Cod & Islands 372 North Street Hyannis MA 02601 042396835 501(c)(3) 22164 0 FMV Training and outreach coordination WestEd 4665 Lampson Avenue Los Alamos CA 90720 943233542 115(1) 373042 0 FMV Professional development for ELL instruction Neighborhood House Charter School 21 Queen Street Dorchester MA 02122 043288541 115(1) 20000 0 FMV Cross-sector training of best practices The City on a Hill Foundation Inc 58 Circuit Street Roxbury MA 02119 043217458 501(c)(3) 47917 0 FMV Cross-sector training of best practices Saint Columbkille Partnership School 25 Arlington Street Brighton MA 02135 205509269 501(c)(3) 40000 0 FMV Cross-sector training of best practices Conservatory Lab Charter School 25 Arlington Street Brighton MA 02135 043414994 115(1) 40000 0 FMV Cross-sector training of best practices Boston Public Schools 26 Court Street Boston MA 02108 046001380 115(1) 96042 0 FMV Cross-sector training of best practices North Shore Community College 1 Ferncroft Road Danvers MA 01923 046002284 115(1) 26609 0 FMV Training and outreach coordination Cathedral High School 74 Union Park Street Boston MA 02118 562438574 501(c)(3) 36042 0 FMV Cross-sector training of best practices 13 0 Grants and scholarships to attend Wheelock College. 926 0 11153715 FMV Credits at the student accounts' office SchI_P01_S00_L02 Schedule I, Part I, Line 2 Grants are made and monitored in accordance with Federal and institutional financial aid policies. Amounts are applied to student accounts as credits to the bill at the Bursar's office to offset academic charges. X X X 1 1 X X X X X X 0 0 0 0 0 0 0 1 0 Jackie JenkinsScott 265151 0 50000 0 17205 0 13870 0 26922 0 373148 0 0 0 Linda Welter 211037 0 0 0 3564 0 10708 0 13932 0 239241 0 0 0 Anne Marie Martorana 199850 0 0 0 1242 0 20235 0 9085 0 230412 0 0 0 Roy Schifilliti 194261 0 0 0 1242 0 10117 0 15294 0 220914 0 0 0 Adrian Haugabrook 185750 0 0 0 810 0 9413 0 9136 0 205109 0 0 0 Joan Gallos 65805 0 0 0 1188 0 3333 0 5962 0 76288 0 0 0 Marta Rosa 159900 0 0 0 2069 0 7995 0 9235 0 179199 0 0 0 Shirley Malone-Fenner 144908 0 0 0 2018 0 15350 0 15419 0 177695 0 0 0 David Fernie 132207 0 0 0 4206 0 6610 0 11073 0 154096 0 0 0 Linda Davis 129608 0 0 0 1757 0 6597 0 11085 0 149047 0 0 0 Barbara Morgan 116756 0 0 0 0 0 5974 0 8923 0 131653 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a Travel for companions: The president's spouse travels with her from time to time on college business generally for fundraising events or donor visits. Gross-up payments: The college grosses up the annual adjustment for the personal use of the president's college-provided vehicle. Housing allowance or residence for personal use: Thepresident's contract and responsibilities require her to reside in a college-owned home on the business premises of the College near campus. The gross-up payments are taxable income while the travel and housing are not taxable. SchJ_P01_S00_L07 Schedule J, Part I, Line 7 The president's employment contract stipluates that a bonus will be paid each year. The executive committee determines the amount of bonus to be paid. A Mass development Finance Agency 043431814 57583RRE7 2007-09-27 5101993 Refinance MHEFA bonds and construction of campus 0 0 0 B Mass Development Finance Agency 043431814 57583RRF4 2007-09-27 17856977 Refinance MHEFA bonds and construction of campus 0 0 0 C Mass Development Finance Agency 043431814 57583RRG2 2007-09-27 19557642 Refinance MHEFA bonds and construction of campus 0 0 0 A 0 0 5101993 225514 196532 1953148 85937 0 0 2640862 0 0 2008 0 1 1 1 B 0 0 17856977 789301 687862 6836017 300778 0 0 9243019 0 0 2008 0 1 1 1 C 0 0 19557642 864472 753374 7487067 329423 0 0 10123306 0 0 2008 0 1 1 1 A 0 1 1 1 0 0.0167 0.0045 0.0212 0 0 1 B 0 1 1 1 0 0.0167 0.0045 0.0212 0 0 1 C 0 1 1 1 0 0.0167 0.0045 0.0212 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 0 0 1 0 0 0 0 1 A 1 B 1 C 1 SchK_P04_S00_L02c Schedule K, Part IV, Line 2c The rebate computation was performed July 1, 2012. X 51 742911 FMV on date of gift 0 0 1 0 F990_P06_S0A_L02 Form 990, Part VI, Section A, Line 2 Trustees Jane Roberts and Mark Roberts are married to each other. F990_P06_S0A_L06 Form 990, Part VI, Section A, Line 6 Potential new members of the corporation are nominated by the Committee on Trustees. These nominees are voted on by the corporation. The members of the corporation have the right to participate in the College's governance by electing members of the Board of Trustees. F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a The members of the corporation elect the board of trustees. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The audit committee of the board of trustees reviews the draft in detail before it is finalized then a copy is distributed to the entire board prior to being filed with the IRS. The board reviews the Form 990 and has the opportunity to ask questions. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Each year, the Vice President and Chief Financial Officer (VP & CFO) distributes a questionnaire to all officers, trustees and other employees covered by the policy. The questionnaires are completed and returned to the VP & CFO who summarizes the results. She then reports the results to the chair of the board of trustees, the chair of the corporation, and the president so that they are aware of any potential conflict. Any persons with a conflict may be prohibited from participating in deliberations and decisions relating to the matter. The chair of the board or the chair of each committee of the board is responsible for determining if an individual is barred from voting on a particular matter. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The review and approval of the president's compensation is done by the chair of the board and the executive committee of the board of trustees each year. None of these individuals had any conflict of interest with respect to this compensation. From time to time, an independent consultant is also engaged to determine appropriate compensation particularly when a new contract is issued. Presidential compensation at similar colleges is reviewed to compare to the presidential compensation at Wheelock. The terms of the president's compensation package are approved and documented by the executive committee of the board of trustees. The board approves any compensation increase or bonus to the officers and from time to time benchmarks compensation of key employees against peer institutions. In addition, the president annually benchmarks key employees' compensation against an annual industry survey. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Wheelock College makes its governing documents, conflict of interest policy, and financial statements available on its website and/or distributes its hard copies to the public upon request. F990_P11_S00_L09 Form 990, Part XI, Line 9 Change in value of split-interest agreements Emeriti Retiree Health Plan for Wheelock College 200 The Riverway Boston MA 02215 571194227 Retiree health plan MA 501(c)9 N/A 0 Wheelock College Alumni Association 200 The Riverway Boston MA 02215 042105865 Alumni association MA 503(c)3 III-O N/A 0 Wheelock College Alumni Association Inc 200 The Riverway Boston MA 02215 042105865 Alumni association MA N/A Unrelated 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0