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UNIVERSITY OF NEW ENGLAND: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF NEW ENGLAND (EIN 01-0211810)
Tax period
2011-06-01 to 2012-05-31
Filed
2013-04-02
IRS object ID
201310929349300621
Schema version
2011v1.5
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-04-02T15:17:51-05:00Timestamp
Tax Period End Date2012-05-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN263753134EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CBIZ TOFIASBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1500 BOYLSTON STREETAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02116ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-06-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN010211810EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF NEW ENGLANDBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlUNIVNameControl
Phone2076022063Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line111 HILLS BEACH ROADAddressLine1
CityBIDDEFORDCity
StateMEState
ZIP Code04005ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameNICOLE L LABBE-TRUFANT CPAName
TitleVP FOR FISCAL AFFAIRS/CFOTitle
Phone2076022157Phone
Date Signed2013-03-25DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJOSEPH M GISO MSTName
PTINP00030126PTIN
Phone6177610600Phone
Date Prepared2013-03-25DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDANIELLE RIPICH PHDNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line111 HILLS BEACH ROADAddressLine1
CityBIDDEFORDCity
StateMEState
ZIP Code04005ZIPCode
FieldValueIRS element (for citing)
Gross Receipts179033771GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.UNE.EDUWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1831YearFormation
State Legal DomicileMEStateLegalDomicile
Activity Or Mission DescriptionTHE UNIVERSITY'S MISSION IS TO PROVIDE STUDENTS WITH A HIGHLY INTEGRATED LEARNING EXPERIENCE THAT PROMOTES EXCELLENCE THROUGH INTERDISCIPLINARY COLLABORATION AND INNOVATION IN EDUCATION, RESEARCH, AND SERVICE.ActivityOrMissionDescription
Nbr Voting Members Governing Body29NbrVotingMembersGoverningBody
Nbr Independent Voting Members27NbrIndependentVotingMembers
Total Nbr Employees2954TotalNbrEmployees
Total Nbr Volunteers30TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year14324496ContributionsGrantsPriorYear
Contributions Grants Current Year17258908ContributionsGrantsCurrentYear
Program Service Revenue Prior Year142938798ProgramServiceRevenuePriorYear
Program Service Revenue CY155594212ProgramServiceRevenueCY
Investment Income Prior Year1676863InvestmentIncomePriorYear
Investment Income Current Year733599InvestmentIncomeCurrentYear
Other Revenue Prior Year2876547OtherRevenuePriorYear
Other Revenue Current Year2792842OtherRevenueCurrentYear
Total Revenue Prior Year161816704TotalRevenuePriorYear
Total Revenue Current Year176379561TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year28683085GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY32121868GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year68305256SalariesEtcPriorYear
Salaries Etc Current Year74940983SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year2550063TotalFundrsngExpCurrentYear
Other Expense Prior Year51895938OtherExpensePriorYear
Other Expenses Current Year52291817OtherExpensesCurrentYear
Total Expenses Prior Year148884279TotalExpensesPriorYear
Total Expenses Current Year159354668TotalExpensesCurrentYear
Revenues Less Expenses Prior Year12932425RevenuesLessExpensesPriorYear
Revenues Less Expenses CY17024893RevenuesLessExpensesCY
Total Assets BOY259165657TotalAssetsBOY
Total Assets EOY273787454TotalAssetsEOY
Total Liabilities BOY150692992TotalLiabilitiesBOY
Total Liabilities EOY151029433TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY108472665NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY122758021NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE UNIVERSITY'S MISSION IS TO PROVIDE STUDENTS WITH A HIGHLY INTEGRATED LEARNING EXPERIENCE THAT PROMOTES EXCELLENCE THROUGH INTERDISCIPLINARY COLLABORATION AND INNOVATION IN EDUCATION, RESEARCH, AND SERVICE.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense118976444Expense
Grants32121868Grants
Revenue131297895Revenue
DescriptionHIGHER EDUCATION: EDUCATION OF OVER 8,085 STUDENTS AT THE COLLEGE LEVEL. DURING THE 2011-12 ACADEMIC YEAR, THE UNIVERSITY GRANTED 1,183 ASSOCIATE'S, BACHELOR'S, MASTER'S AND DOCTORAL DEGREES, REPRESENTING THE COLLEGES OF ARTS AND SCIENCES, WESTBROOK COLLEGE OF HEALTH PROFESSIONALS, COLLEGE OF OSTEOPATHIC MEDICINE, AND COLLEGE OF GRADUATE STUDIES. THE UNIVERSITY OFFERS PROGRAMS IN OSTEOPATHIC MEDICINE, ALLIED HEALTH SCIENCES, LIBERAL ARTS, PHARMACY, AND OTHER GRADUATE AND UNDERGRADUATE MAJORS.ADDITIONAL FACTS: THE UNIVERSITY OF NEW ENGLAND INCLUDES MAINE'S ONLY:-MASTER OF SCIENCE-PHYSICIAN ASSISTANT PROGRAM.-MASTER OF SCIENCE-NURSE ANESTHESIA PROGRAM-POST-BACCALAUREATE CERTIFICATE PROGRAM IN GERONTOLOGY AND ADDICTIONS COUNSELING.COLLEGE OF OSTEOPATHIC MEDICINE (COM):SINCE ITS FOUNDING IN 1978, THE COLLEGE HAS HAD AN EXTRAORDINARY IMPACT ON HEALTH CARE IN MAINE, NEW ENGLAND, AND THE NATION. GRADUATES OF COM HAVE DISTINGUISHED THEMSELVES AS RESIDENTS IN SOME OF THE FINEST AND MOST COMPETITIVE RESIDENCY TRAINING PROGRAMS THROUGHOUT THE UNITED STATES. MORE IMPORTANTLY, COM PHYSICIANS HAVE BEEN PUTTING THE PATIENT FIRST IN THEIR COMMUNITIES IN NEW ENGLAND AND THE NATION:MORE THAN 60% OF OUR GRADUATES PRACTICE IN PRIMARY CARE DISCIPLINES (I.E. FAMILY MEDICINE, GENERAL INTERNAL MEDICINE, AND PEDIATRICS, AND OBSTETRICS & GYNECOLOGY). STATE OF MAINE: 10% OF PRACTICING PHYSICIANS ARE COM GRADUATES, COMPRISING 15% OF MAINE'S PRIMARY CARE PHYSICIAN WORKFORCE. 25% OF COM GRADUATES PRACTICING IN MAINE SERVE IN RURAL AREAS.NEW ENGLAND: 17% OF COM GRADUATES ARE PRACTICING IN MEDICALLY UNDERSERVED AREAS.COM IS THE NUMBER ONE PROVIDER OF PHYSICIANS FOR THE STATE OF MAINE.THE COLLEGE FEATURES STATE-OF-THE-ART FACILITIES ON ITS PICTURESQUE AND TRANQUIL OCEANSIDE CAMPUS. TEACHING AND LEARNING ARE AT THE FOREFRONT AS STUDENTS BEGIN TO EXPERIENCE COM'S INNOVATIVE PATIENT-FIRST CURRICULUM IN OUTSTANDING ON-CAMPUS CLINICAL LEARNING LABORATORIES FOR CLINICAL SKILLS, ANATOMY, AND OSTEOPATHIC MANIPULATIVE MEDICINE.CENTERS OF EXCELLENCE IN THE NEUROSCIENCES AS WELL AS COMMUNITY AND POPULATION HEALTH AUGMENT THE RESEARCH MISSION OF THE COLLEGE AND PROVIDE OPPORTUNITIES FOR STUDENTS TO WORK WITH OUTSTANDING RESARCH FACULTY.COLLEGE OF GRADUATE STUDIES - PUBLIC HEALTH:THE MISSION OF THE GRADUATE PROGRAMS IN PUBLIC HEALTH AT THE UNIVERSITY OF NEW ENGLAND IS TO IMPROVE THE HEALTH AND PROMOTE THE WELL BEING OF INDIVIDUALS, FAMILIES AND COMMUNITIES THROUGH EDUCATION, RESEARCH AND SERVICE.THE COLLEGE OF GRADUATE STUDIES IS INITIALLY FOCUSING ON BUILDING STRENGTHS IN FOUR BROADLY DEFINED DISCIPLINES, THEY ARE THE CENTERS FOR LAND-SEA INTERACTIONS, NEUROSCIENCE, GLOBAL HUMANITIES, AND COMMUNITY AND PUBLIC HEALTH, THE SCHOOL'S MASTERS PROGRAM IN MARINE SCIENCE HAS RECENTLY RECEIVED A PRESTIGIOUS NATIONAL SCIENCE FOUNDATION TRAINING GRANT THAT WILL ALLOW IT TO BUILD A PH.D. PROGRAM. COLLEGE OF PHARMACY:THE COLLEGE OF PHARMACY BUILDING IS THE FIRST AND ONLY FACILITY IN MAINE DEVOTED ENTIRELY TO ACADEMIC STUDIES AND RESEARCH IN THE FIELD OF PHARMACY. THE COLLEGE IS A LEADING EDUCATOR OF THE NEXT GENERATION OF PHARMACISTS. STUDENTS IN THE PROGRAM MASTER A VARIETY OF TOPICS RELATED TO MEDICATION USE INCLUDING DISEASE MANAGEMENT, PHARMACOLOGY, PHARMACOGENOMICS, AND PHARMACY INFORMATICS.THE CURRICULUM IS DEDICATED TO HELPING OUR STUDENTS ACHIEVE OUTCOMES SUITED FOR THEIR INDIVIDUAL INTERESTS AND CAREER ASPIRATIONS. THE DOCTOR OF PHARMACY PROGRAM COMBINES INTERDISCIPLINARY EDUCATION WITH EXPERIENTIAL PRACTICE AND RESULTS IN A PHARMACIST PREPARED FOR THE RIGORS OF AN INTERPROFESSIONAL HEALTH MANAGEMENT TEAM.COLLEGE OF ARTS AND SCIENCES:THE COLLEGE OF ARTS AND SCIENCES OFFERS A BROAD SPECTRUM OF PROGRAMS IN THE LIBERAL ARTS AND SCIENCES, PROMOTING KNOWLEDGE AND UNDERSTANDING OF THE WORLD AND PROVIDING PERSPECTIVES ON ISSUES FROM MULTIPLE VIEWPOINTS. A UNE ARTS AND SCIENCES STUDENT ENGAGES IN INTELLECTUAL STUDY AND PREPARES FOR A REWARDING, PRODUCTIVE LIFE AS WELL AS FOR A PROFESSION OR GRADUATE SCHOOL. .THE MARINE SCIENCE AND RESEARCH CENTER IS THE ONLY FACILITY OF ITS KIND ON ANY UNIVERSITY CAMPUS, GIVING RESEARCHERS A UNIQUE OPPORTUNITY TO CREATE IMPORTANT NEW KNOWLEDGE IN MARINE SCIENCE, THE ENVIRONMENT AND HUMAN HEALTH. THIS FACILITY TRULY PROVIDES A WINDOW TO THE SEA.UNE STUDENTS, FACULTY AND STAFF CONTRIBUTE THOUSANDS OF HOURS OF COMMUNITY SERVICE EACH YEAR THROUGH THE VOLUNTEER WORK AND SERVICE LEARNING.THE UNIVERSITY CONTRIBUTES TO THE INTELLECTUAL AND CULTURAL LIFE OF THE COMMUNITY THROUGH DOZENS OF EVENTS AND PROGRAMS EACH YEAR OPEN TO THE COMMUNITY.WESTBROOK COLLEGE OF HEALTH PROFESSIONS:THE WESTBROOK COLLEGE OF HEALTH PROFESSIONS OFFERS UNDERGRADUATE PROGRAMS IN DENTAL HYGIENE, NURSING, APPLIED EXERCISE SCIENCE AND ATHLETIC TRAINING, AND GRADUATE PROGRAMS IN NURSE ANESTHESIA, OCCUPATIONAL THERAPY, PHYSICAL THERAPY, PHYSICIAN ASSISTANT AND SOCIAL WORK. THE COLLEGE OFFERS PROGRAMS OF STUDY ON THE PORTLAND CAMPUS, BIDDEFORD CAMPUS, AND THROUGH MULTIPLE DISTANCE-LEARNING FORMATS. ALL OF THE PROGRAMS ARE SUPPORTED BY THE OFFICE OF CONTINUING PROFESSIONAL EDUCATION (CPE), AND STATE-OF-THE-ART TECHNOLOGY AND TEACHING PRACTICES INCORPORATED IN THE CLINICAL SIMULATION PROGRAM (CSP). COLLEGE OF DENTAL MEDICINE:THE COLLEGE OF DENTAL MEDICINE IS EXPECTED TO ENROLL ITS FIRST CLASS IN THE FALL OF 2013. ITS FOUNDING DEAN WAS HIRED IN MARCH 2011 TO OVERSEE ITS CURRICULUM, DEVELOPMENT, AND ACCREDITATION. THE CURRICULUM OF THE NEW COLLEGE OF DENTAL MEDICINE WILL BE A BLEND OF TIME-TESTED METHODS AND NEW INNOVATIONS IN DENTAL EDUCATION. THE STUDENTS WILL BE TREATED AS MEMBERS OF THE PROFESSION FROM DAY ONE. THEY WILL BENEFIT FROM A COMPREHENSIVE EDUCATION IN THE BASIC AND BEHAVIORAL SCIENCES, AND WILL UNDERSTAND AND APPRECIATE THE MANY CONNECTIONS BETWEEN ORAL HEALTH AND OVERALL HEALTH. STUDENTS WILL ENJOY EXTENSIVE PRACTICAL EXPERIENCE, FROM PROVIDING CARE TO A SIMULATED PATIENT IN THE FIRST YEAR; TO PROVIDING DIRECT PATIENT CARE IN PATIENT-CENTERED GENERAL PRACTICE TEAMS IN OUR ORAL HEALTH CENTER THROUGH THE SECOND AND THIRD YEARS; TO EXTENDING THEIR CLINICAL EXPERIENCE INTO THE COMMUNITY DURING THEIR FOURTH YEAR, WORKING AND LIVING IN COMMUNITIES THROUGHOUT NORTHERN NEW ENGLAND AND BEYOND.RESEARCH:UNE IS ONE OF 24 MEMBERS OF THE MAINE MARINE RESEARCH COALITION (MMRC), FORMED TO STRENGTHEN MAINE'S CAPACITY TO CONDUCT CUTTING-EDGE MARINE RESEARCH, INCREASE COLLABORATION AND INTERACTION AMONG MARINE-BASED RESEARCH INSTITUTIONS THROUGHOUT THE STATE, AND INCREASE THE VISIBILITY OF MARINE-RELATED INDUSTRIES STATE WIDE.THE UNIVERSITY OF NEW ENGLAND'S COLLEGE OF OSTEOPATHIC MEDICINE IS ONE OF FOUR MEMBERS OF THE MAINE BIOMEDICAL RESEARCH COALITION, CREATED TO FOSTER BIOMEDICAL RESEARCH IN MAINE AS AN IMPORTANT PART OF THE CURRENT AND FUTURE MAINE ECONOMY. THESE INSTITUTIONS ARE CONDUCTING RESEARCH ON EVERY MAJOR DISEASE, INCLUDING CANCER, HEART DISEASE, DIABETES, HYPERTENSION, ALZHEIMER'S DISEASE, CYSTIC FIBROSIS, AND GLAUCOMA. THE RESULT WILL BE BETTER HEALTH AND LONG-TERM ECONOMIC BENEFITS TO THE REGION.THE MARINE SCIENCE AND RESEARCH CENTER IS THE ONLY FACILITY OF ITS KIND ON ANY UNIVERSITY CAMPUS, GIVING RESEARCHERS A UNIQUE OPPORTUNITY TO CREATE IMPORTANT NEW KNOWLEDGE IN MARINE SCIENCE, THE ENVIRONMENT AND HUMAN HEALTH. THIS FACILITY TRULY PROVIDES A WINDOW TO THE SEA.UNE RECEIVES GRANTS FROM A NUMBER OF PRESTIGIOUS NATIONAL SOURCES INCLUDING NASA, NATIONAL SCIENCE FOUNDATION, U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES, THE NATIONAL INSTITUTES OF HEALTH, AND THE NATIONAL ENDOWMENT FOR THE HUMANITIES.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense17624540Expense
Revenue17928961Revenue
DescriptionAUXILIARY SERVICES FOR THE DELIVERY OF HIGHER EDUCATION INCLUDE MAIL AND ROOM AND BOARD FOR OVER 1,000 STUDENTS:THE MISSION IS TO WORK IN PARTNERSHIP WITH RESIDENT STUDENTS TO CREATE A HEALTHY AND POSITIVE RESIDENTIAL COMMUNITY THAT ENHANCES ACADEMIC PURSUITS AND PROVIDES OPPORTUNITIES FOR PERSONAL, SOCIAL AND SPIRITUAL GROWTH. THE GOAL IS TO PROMOTE AN ATMOSPHERE ROOTED IN CIVILITY AND PERSONAL RESPONSIBILITY, AND ENCOURAGE REFLECTIVE THINKING AND ACTIVE INVOLVEMENT. THE STAFF STRIVES TO TEACH, MODEL, AND LEARN WITH THE STUDENTS THE VALUES OF COMMUNITY, INQUIRY, INTEGRITY, AND CARING. MAINTAINING A CLOSE RELATIONSHIP WITH STUDENT ACTIVITIES CREATES A POSITIVE IMPACT ON CAMPUS LIFE FOR THE ENTIRE UNIVERSITY. STUDENTS ARE ENCOURAGED TO ACTIVELY ENGAGE IN MANY ARENAS TO BECOME MORE DEEPLY INVOLVED IN THE UNIVERSITY, AND THEREBY IN THEIR OWN EDUCATION. THESE EXPERIENCES OUTSIDE THE CLASSROOM CAN TRULY ENHANCE THOSE EXPERIENCES STUDENTS HAVE WITHIN THE CLASSROOM.LIVING AND LEARNING COMMUNITIES:INTEREST PODS: FIRST-YEAR STUDENT LIVING & LEARNING COMMUNITIESTHE INTEREST POD (I-POD) CONSISTS OF UP TO SIX "PODS," OR CLUSTERS OF STUDENT ROOMS THAT WILL EACH HOUSE 9-12 STUDENTS AND A RESIDENT ADVISOR. EACH POD IS ITS OWN SEPARATE COMMUNITY WITHIN THE BUILDING. WITH THE GUIDANCE OF A FACULTY/STAFF MEMBER, A STUDENT AFFAIRS PROFESSIONAL, AND A STUDENT RESIDENT ADVISOR, STUDENTS IN EACH POD WILL HAVE THE OPPORTUNITY TO ENGAGE IN THEIR PARTICULAR THEMATIC CORE THROUGHOUT THE ACADEMIC YEAR. THIS ENGAGEMENT MAY TAKE THE FORM OF OFF-CAMPUS LEARNING OPPORTUNITIES, REFLECTION ACTIVITIES, GROUP RESEARCH INITIATIVES, DISCUSSIONS AND ANY OTHER EXPERIENCES THAT POD MEMBERS DESIGN. BUILDING FEATURESPADUA HALL IS A THREE-STORY, CO-ED RESIDENCE HALL WITH COMMUNITY BATHROOMS, LAUNDRY ROOM, KITCHENETTE, AND A LOUNGE ON THE SECOND FLOOR. EACH BEDROOM IS DESIGNED TO HOLD 2 STUDENTS WITH INTERNET AND PHONE ACCESS FOR EACH STUDENT. ROOMS ARE FURNISHED WITH A BUNKABLE TWIN EXTRA-LONG SIZE BED AND MATTRESS, DESK, CHAIR, DRESSER, AND WARDROBE FOR EACH STUDENT.ADDITIONAL FACTS:UNIVERSITY OF NEW ENGLAND DINING SERVICES:USING INPUT FROM STUDENTS THROUGH COMMENT BOARDS, PERSONAL CONTACTS BETWEEN STUDENTS AND FOOD SERVICE MANAGERS, AND REGULAR MEETINGS WITH CAMPUS DINING ADVISORY COMMITTEES, THE UNIVERSITY'S DINING SERVICES IS ABLE TO STAY IN STEP WITH THE STUDENTS' NEEDS AND DESIRES. ALL NEW UNE STUDENTS ARE ENCOURAGED TO TAKE ADVANTAGE OF ANY OF THE ABOVE METHODS OF CONNECTING IN ORDER TO MAINTAIN AN INNOVATIVE AND CREATIVE DINING SERVICE MEET ALL OF STUDENT'S DIVERSE DIETARY CHOICES.E SERVICES:THE UNIVERSITY OF NEW ENGLAND OFFERS A NUMBER OF ON-LINE SERVICES FOR OUR STUDENTS, FACULTY AND STAFF:U-ONLINE - U-ONLINE PROVIDES STUDENTS, FACULTY, AND STAFF WITH SECURE, WEB-BASED ACCESS TO SELECTED ADMINISTRATIVE, ACADEMIC, AND EMPLOYEE RECORDS. U-ONLINE IS THE ONLY ON-LINE OFFICIAL WEB-BASED SOURCE OF INFORMATION FROM THE UNIVERSITY OF NEW ENGLAND. BLACKBOARD/WEBCT - THE BLACKBOARD LEARNING SYSTEM IS A COURSE MANAGEMENT SYSTEM WITH TEACHING AND LEARNING TOOLS FOR COURSE PREPARATION, DELIVERY, AND MANAGEMENT. MYUNE - MYUNE PROVIDES UNE STUDENTS, FACULTY AND STAFF WITH INTRANET AND INTERNET SERVICES, SUCH AS EMAIL, PERSONAL SCHEDULES, AND CAMPUS CALENDARS.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense7326968Expense
Revenue7374216Revenue
DescriptionTHE DENTAL HYGIENE CLINIC, A LEARNING LABORATORY FOR STUDENTS IN THE DENTAL HYGIENE PROGRAM AT THE WESTBROOK COLLEGE CAMPUS IN PORTLAND, PROVIDES LOW-COST ORAL HEALTH SERVICES TO MORE THAN 5,000 PORTLAND-AREA RESIDENTS EACH YEAR.APPROXIMATELY 40 MEDICAL STUDENTS EACH YEAR VOLUNTEER HUNDREDS OF HOURS AT THE BIDDEFORD FREE CLINIC.Description
FieldValueIRS element (for citing)
Total Program Service Expense143927952TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements1ConservationEasements
Collections Of Art1CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School1School
Foreign Office1ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds0InvestTaxExemptBonds
Escrow Account0EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person1GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109611411NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees2954NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members29NbrVotingGoverningBodyMembers
Number Independent Voting Members27NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMEStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonLEANNA FLEMING CONTROLLERNamePerson
Telephone Number2076022063TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line111 HILLS BEACH ROADAddressLine1
CityBIDDEFORDCity
StateMEState
ZIP Code04005ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (39 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
CYNTHIA J MILLIKEN TAYLOR
BOARD MEMBER1.00X000
KARIN A GREGORY JD MPH
BOARD MEMBER1.00X000
MICHAEL A MOREL
CHAIR OF BOARD OF TRUSTEES10.00X000
DAVID M BIONDI DO
BOARD MEMBER1.00X000
RITA R COLWELL PHD
BOARD MEMBER1.00X000
BRIAN K DALLAIRE PHARM D
BOARD MEMBER1.00X000
DAVID L ANDERSON PHD
BOARD MEMBER1.00X000
GARY E PALMAN DO
BOARD MEMBER1.00X000
NANCY POND
BOARD MEMBER1.00X000
MELINDA Y SMALL PHD
BOARD MEMBER1.00X000
DANIEL C D'ENTREMONT
BOARD MEMBER1.00X000
JOSEPH F KARPINSKI DDS
BOARD MEMBER1.00X000
ROBERT T LEONARD JR DO
BOARD MEMBER1.00X000
GERALD A TALBOT
BOARD MEMBER1.00X000
CHARLES J KEAN III JD CPA
BOARD MEMBER1.00X000
JAMES C NORWOOD JR
BOARD MEMBER1.00X000
MARK DOIRON
BOARD MEMBER1.00X000
DIANE COLLINS FIELD
BOARD MEMBER1.00X000
HUGO L RICCI JR
BOARD MEMBER1.00X000
VINCENT E FUREY JR
BOARD MEMBER1.00X000
SANDI GOOLDEN
BOARD MEMBER1.00X000
GROVER C GILMORE PHD
BOARD MEMBER1.00X000
JOSEPH RKENNEALLY DMD
BOARD MEMBER1.00X000
DANIELLE RIPICH PHD
PRESIDENT40.00X461194075557X
BRANDON HOTHAM
STUDENT1.00X407400
ALEXANDRA MALINOWSKI
STUDENT1.00X000
RICHARD M RODERICK
BOARD MEMBER1.00X000
PATRICIA J PHILLIPS DO
BOARD MEMBER1.00X000
BARBARA ROSS-LEE DO
BOARD MEMBER1.00X000
NICOLE LABBE-TRUFANT CPA
VP FOR FISCAL AFFAIRS40.00176971014520X
DAVID WARD
DEAN CHP40.00198625076810X
MARC HAHN DO
DEAN OF COLL OF OSTEO MED40.00437873035372X
KENNETH JOHNSON DO
ASSOCIATE DEAN40.00226832030305X
PETER DANE
ASSOCIATE DEAN40.00251273033636X
GENE YONUSCHOT
DISTANCE ED DIRECTOR40.0033066100X
JAMES KOELBL
DEAN OF COLL OF DENTAL MED40.00259370019910X
KATHRYN THOMPSON
PROFESSOR40.00220967023345X
JACQUE CARTER
PROVOST40.00103494016457X
TIMOTHY FORD
VP FOR RESEARCH40.00164908027664X
FieldValueIRS element (for citing)
Total Reportable Comp From Org2836242TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation353576TotalOtherCompensation
Number Individuals GT100 K94NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensationAddress Line1AddressOfContractor/AddressForeign/AddressLine1CityAddressOfContractor/AddressForeign/CityProvince Or StateAddressOfContractor/AddressForeign/ProvinceOrStateCountryAddressOfContractor/AddressForeign/CountryPostal CodeAddressOfContractor/AddressForeign/PostalCode
WRIGHT-RYAN CONSTRUCTION INC
10 DANFORTH STREETPORTLANDME04101CONSTRUCTION13098033
EMBANET-COMPASS KNOWLEDGE GROUP INC
EDUCATIONAL CURRICULUM6423175225 SPARKS AVENUETORONTOONTARIOCAM2H 2S5
SODEXHO INC & AFFILIATES
PO BOX 360170PITTSBURGHPA152516170FOOD SERVICE3841672
ALLIEDCOOK CONSTRUCTION CORP
PO BOX 1396PORTLANDME04104CONSTRUCTION3650437
ELLUCIAN COMPANY LP
13377 COLLECTIONS CENTER DRIVECHICAGOIL60693TECHNOLOGY SERVICES3636128
FieldValueIRS element (for citing)
Number Of Contractors GT100 K18NumberOfContractorsGT100K
Government Grants5943776GovernmentGrants
All Other Contributions11315132AllOtherContributions
Noncash Contributions1073520NoncashContributions
Total Contributions17258908TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
TUITION AND FEES900099130291035130291035
RESIDENCE AND DINING H9000991792896117928961
HEALTH CENTERS90009973742167374216
FieldValueIRS element (for citing)
Total Program Service Revenue155594212TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column441400TotalRevenueColumn
Exclusion$441,400ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real362948Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real195953Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real166995Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column166995TotalRevenueColumn
Related Or Exempt Function Income166995RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities2653363Securities
Other83800Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities2441168Securities
Other3796Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities212195Securities
Other80004Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column292199TotalRevenueColumn
Exclusion$292,199ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events27352GrossIncomeFundraisingEvents
Fundraising Direct Expenses13293FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column14059TotalRevenueColumn
Exclusion$14,059ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmountRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
CONFERENCES9000991014711$1,014,711
OTHER AUXILIARY INCOM900099757212$757,212
INTERCOMPANY REVENUES/900099257269257269

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column582596TotalRevenueColumn
Related Or Exempt Function Income582596RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue2611788TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column176379561TotalRevenueColumn
Related Or Exempt Function Income156601072RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$2,519,581ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total32121868Total
Program Services32121868ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total3041517Total
Program Services2403352ProgramServices
Management And General407568ManagementAndGeneral
Fundraising230597Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total57100810Total
Program Services52802059ProgramServices
Management And General2960312ManagementAndGeneral
Fundraising1338439Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total2980287Total
Program Services2755920ProgramServices
Management And General154509ManagementAndGeneral
Fundraising69858Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total7782746Total
Program Services7150133ProgramServices
Management And General424151ManagementAndGeneral
Fundraising208462Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total4035623Total
Program Services3731807ProgramServices
Management And General209221ManagementAndGeneral
Fundraising94595Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total378567Total
Program Services189284ProgramServices
Management And General189283ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total106869Total
Management And General106869ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total12457Total
Management And General12457ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total788988Total
Program Services716433ProgramServices
Management And General15516ManagementAndGeneral
Fundraising57039Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total4092976Total
Program Services3921172ProgramServices
Management And General112127ManagementAndGeneral
Fundraising59677Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total3985408Total
Program Services1992704ProgramServices
Management And General1992704ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total431306Total
Program Services431306ProgramServices

Travel Travel

FieldValueIRS element (for citing)
Total2593469Total
Program Services2378586ProgramServices
Management And General155746ManagementAndGeneral
Fundraising59137Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total723183Total
Program Services465722ProgramServices
Management And General146420ManagementAndGeneral
Fundraising111041Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total5438892Total
Program Services5438892ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total6749082Total
Program Services6749082ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total729929Total
Program Services207786ProgramServices
Management And General522143ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
OUTSIDE SERVICES54914062462484294875980163
UTILITIES3898065362936925243316263
ROOM AND BOARD34331993433199
SOFTWARE AND SMALL EQUI2889848194638592031223151

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total10548173Total
Program Services9000409ProgramServices
Management And General1346123ManagementAndGeneral
Fundraising201641Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total159354668Total
Program Services143927952ProgramServices
Management And General12876653ManagementAndGeneral
Fundraising2550063Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY39238483BOY
EOY39290740EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY10584723BOY
EOY7539919EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY4333430BOY
EOY3377555EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY15481815BOY
EOY15114684EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY1524005BOY
EOY1516010EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis235814562LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec66609011LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY149220030BOY
EOY169205551EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY31408080BOY
EOY30070048EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY7375091BOY
EOY7672947EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY259165657BOY
EOY273787454EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY15935189BOY
EOY18023781EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY858484BOY
EOY491488EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY7335672BOY
EOY8823338EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY113497120BOY
EOY110948042EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY2346209BOY
EOY2184389EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY10720318BOY
EOY10558395EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY150692992BOY
EOY151029433EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY74269902BOY
EOY92692588EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY11107549BOY
EOY6329144EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY23095214BOY
EOY23736289EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY108472665BOY
EOY122758021EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY259165657BOY
EOY273787454EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses17024893ReconcilationRevenueExpenses
Reconcilation Other Changes-2739537ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0Volunteers
Paid Staff Or Management0PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members0MailingsMembers
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations0GrantsOtherOrganizations
Direct Contact Legislators1DirectContactLegislators
Direct Contact Legislators$12,457DirectContactLegislatorsAmount
Rallies Demonstrations0RalliesDemonstrations
Other Activities0OtherActivities
Total Lobbying Expenditures IIB12457TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierEXPLANATION OF LOBBYING ACTIVITIES:Identifier
Return ReferencePART II-B, LINE 1:ReturnReference
ExplanationSEEKING EDUCATIONAL GRANT FUNDS.Explanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Protection Of Natural HabitatXProtectionOfNaturalHabitat
Total Number Of Easements3TotalNumberOfEasements
Total Acreage181.00TotalAcreage
Nmbr States In Which Easements Held1NmbrStatesInWhichEasementsHeld
Written Policy Monitoring0WrittenPolicyMonitoring

Art Public Exhibition Amts ArtPublicExhibitionAmts

FieldValueIRS element (for citing)
Assets In Part X193567AssetsInPartX
FieldValueIRS element (for citing)
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Collect Used For Loan Or Exch PrgrmsXCollectUsedForLoanOrExchPrgrms
Solicited Assets For Sale0SolicitedAssetsForSale

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance28493638BeginningOfYearBalance
Contributions878151Contributions
Investment Earnings Or Losses-1416717InvestmentEarningsOrLosses
Grants Or Scholarships664288GrantsOrScholarships
Other Expenditures177163OtherExpenditures
End Of Year Balance27113621EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance23369720BeginningOfYearBalance
Contributions546191Contributions
Investment Earnings Or Losses5586895InvestmentEarningsOrLosses
Grants Or Scholarships968884GrantsOrScholarships
Other Expenditures40284OtherExpenditures
End Of Year Balance28493638EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance21235531BeginningOfYearBalance
Contributions682404Contributions
Investment Earnings Or Losses2746026InvestmentEarningsOrLosses
Grants Or Scholarships436000GrantsOrScholarships
Other Expenditures858241OtherExpenditures
End Of Year Balance23369720EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance28622866BeginningOfYearBalance
Contributions151746Contributions
Investment Earnings Or Losses-7539081InvestmentEarningsOrLosses
End Of Year Balance21235531EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.01820BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.86500PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.11680TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis4808595OtherCostOrOtherBasis
Book Value4808595BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis185484541OtherCostOrOtherBasis
Depreciation49738024Depreciation
Book Value135746517BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis22804781OtherCostOrOtherBasis
Depreciation15993067Depreciation
Book Value6811714BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis22716645OtherCostOrOtherBasis
Depreciation877920Depreciation
Book Value21838725BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings169205551TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionOTHER LIABILITIESDescription
Amount$10,558,395Amount
FieldValueIRS element (for citing)
Total Of Amounts10558395TotalOfAmounts
Total Revenue176379561TotalRevenue
Total Expenses159354668TotalExpenses
Excess Or Deficit For Year17024893ExcessOrDeficitForYear
Net Unrealized GL On Investments-1891223NetUnrealizedGLOnInvestments
Other-$848,314OtherAmount
Total Adjustments-2739537TotalAdjustments
Excess Or Deficit Per FS14285356ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt142575716TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-1891223NetUnrealizedGainsInvestments
Other Revenues209246OtherRevenues
Revenue Not Rptd F990-1681977RevenueNotRptdF990
Revenue Subtotal144257693RevenueSubtotal
Other Revenues Not Included32121868OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt32121868RevenueNotRptdOnFinStmt
Total Revenue Per Form990176379561TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt127442046TotExpensesEtcAuditedFinclStmt
Other Expenses Included209246OtherExpensesIncluded
Expenses Not Rptd F990209246ExpensesNotRptdF990
Expenses Subtotal127232800ExpensesSubtotal
Other Expenses Not Included32121868OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt32121868ExpensesNotRptdOnFinStmt
Total Expenses Per Form990159354668TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (9 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART III, LINE 1A:THE POLICY OF NOT REPORTING WORKS OF ART IS NOT PRESENT IN THE FINANCIAL STATEMENTS.
PART III, LINE 4:THE UNIVERSITY HOUSES THE MAINE WOMEN WRITERS COLLECTION OF LITERATURE. THERE IS ALSO AN ART GALLERY THAT EXHIBITS PAINTING AND OTHER WORKS OF ART. THESE COLLECTIONS AND EXHIBITS FURTHER THE LIBERAL ARTS CURRICULUM AND SCHOLARLY ACTIVITIES.
PART V, LINE 4:PART V, LINE 4: THE UNIVERSITY USES INCOME FROM ITS ENDOWMENT IN ACCORDANCE WITH THE DONORS' WISHES. MOST OF THE DONOR RESTRICTED INCOME IS FOR STUDENT SCHOLARSHIPS. IF THE DONOR MAKES NO RESTRICTIONS OR IF THE ENDOWMENT IS BOARD CREATED, THE INCOME IS USED FOR SCHOLARSHIPS AND/OR GENERAL USE.DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
PART X:THE UNIVERSITY IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE (CODE) SECTION 501(C)(3) WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A)(1) OF THE CODE IS SUBJECT TO FEDERAL INCOME TAX. FASB ASC TOPIC 740, INCOME TAXES CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF MORE-LIKELY-THAN-NOT FOR RECOGNITION OF TAX BENEFITS OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ASC TOPIC 740 ALSO PROVIDES RELATED GUIDANCE ON MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURE. BASED ON ITS ANALYSIS, THE UNIVERSITY HAS DETERMINED THAT THE ADOPTION OF ASC 740 DOES NOT HAVE A MATERIAL IMPACT TO ITS FINANCIAL STATEMENTS. HOWEVER, THE UNIVERSITY'S CONCLUSIONS MAY BE SUBJECT TO REVIEW AND ADJUSTMENT AT A LATER DATE BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, FURTHER IMPLEMENTATION GUIDANCE EXPECTED FROM FASB AND ON-GOING ANALYSES OF TAX LAWS, REGULATIONS AND INTERPRETATIONS THEREOF.DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
LOSS OF REFUNDING OF BONDS -848,314.PART XI, LINE 8 - OTHER ADJUSTMENTS:
RENTAL INCOME AND EXPENSES NETTED 195,953. FUND RAISING EVENTS NETTED 13,293.PART XII, LINE 2D - OTHER ADJUSTMENTS:
SCHOLARSHIPS 32,121,868.PART XII, LINE 4B - OTHER ADJUSTMENTS:
RENTAL EXPENSES 195,953. FUND RAISING EXPENSE 13,293.PART XIII, LINE 2D - OTHER ADJUSTMENTS:
SCHOLARSHIPS 32,121,868.PART XIII, LINE 4B - OTHER ADJUSTMENTS:

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy Stmt1NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc1PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media1PolicyPublViaBroadcastMedia
Maint Racial Composition Records1MaintRacialCompositionRecords
Maint Scholarships Records1MaintScholarshipsRecords
Maint Copies Of Brochures Etc1MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations1MaintCopiesOfAllSolicitations
Discriminate Race Students Rights0DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies0DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty0DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships0DiscriminateRaceScholarships
Discriminate Race Educ Policies0DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog0DiscriminateRaceAthleticProg
Discriminate Race Other Acty0DiscriminateRaceOtherActy
Government Financial Aid Received1GovernmentFinancialAidReceived
Government Financial Aid Revoked0GovernmentFinancialAidRevoked
Compliance With Rev Proc75501ComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATIONSCHEDULE E, PART I, LINE 3PUBLICIZED IN EMPLOYMENT ADS, BROCHURES, CATALOGS, ETC.
EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCESCHEDULE E, PART I, LINE 6THE UNIVERSITY RECEIVES TITLE IV AND TITLE VII EDUCATIONAL ASSISTANCE FOR ITS STUDENTS.

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable

FieldValueIRS element (for citing)
RegionMIDDLE EASTRegion
Number Of Offices0NumberOfOffices
Number Of Employees5NumberOfEmployees
Type Of Activities ConductedPROGRAM SERVICES.TypeOfActivitiesConducted
Specific Services ProvidedEDUCATIONAL COURSES OFFERED TO ISRAELI NURSING STUDENTS.SpecificServicesProvided
Total Expenditures147196TotalExpenditures
FieldValueIRS element (for citing)
Subtotal Number Of Offices0SubtotalNumberOfOffices
Subtotal Number Of Employees5SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees5TotalNumberOfEmployees
Subtotal Amount Spent147196SubtotalAmountSpent
Cont Amount Spent0ContAmountSpent
Total Amount Spent147196TotalAmountSpent
Transfer To Foreign Corp0TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp0OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)

IdentifierIdentifierExplanationExplanation
PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.:SCHEDULE F, PART I, LINE 2: THE UNIVERSITY RECEIVED PROGRAM REVENUE FROM ISRAEL COLLEGE. THE UNIVERSITY PROVIDED ISRAELI COLLEGE NURSING STUDENTS VARIOUS LIBERAL ARTS COURSES IN ISRAEL IN THE FALL OF 2011.
METHOD USED TO ACCCOUNT FOR EXPENDITURES:SCHEDULE F, PART I, LINE 3: ACCRUAL

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1GOLFING TOURNAMEMTNameOfEvent1
Gross Receipts Event127352GrossReceiptsEvent1
Charitable Contributions Event10CharitableContributionsEvent1
Gross Revenue Event127352GrossRevenueEvent1
Rent Facility Costs Event110969RentFacilityCostsEvent1
Other Direct Expenses Event12324OtherDirectExpensesEvent1
Gross Receipts Total27352GrossReceiptsTotal
Gross Revenue Total Events27352GrossRevenueTotalEvents
Rent Facility Costs Total Events10969RentFacilityCostsTotalEvents
Other Direct Expenses Total Events2324OtherDirectExpensesTotalEvents
Direct Expense Summary Events13293DirectExpenseSummaryEvents
Net Income Summary14059NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantSCHOLARSHIPS AND GRANTS TO STUDENTS ATTENDING THE UNIVERSITYTypeOfGrant
Number Of Recipients2665NumberOfRecipients
Amount Of Cash Grant32121868AmountOfCashGrant
Method Of ValuationFMVMethodOfValuation

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: THE UNIVERSITY'S OFFICE OF STUDENT FINANCIAL SERVICES AWARDS ALL FEDERAL AND STATE FINANCIAL AID GRANTS IN ACCORDANCE WITH THE FEDERAL AND STATE REGULATIONS. DONOR RESTRICTED GRANTS ARE AWARDED IN ACCORDANCE WITH THE DONOR'S WISHES.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments1AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
DANIELLE RIPICH PHD
4098950300000212990649650105920536751000
NICOLE LABBE-TRUFANT CPA
173269000370201418703330191491000
DAVID WARD
19742300012020161280606820275435000
MARC HAHN DO
422376000154970196000157720473245000
KENNETH JOHNSON DO
2261140007180165000138050257137000
PETER DANE
2507010005720196000140360284909000
GENE YONUSCHOT
330661000000000330661000
JAMES KOELBL
2570120002358068750130350279280000
KATHRYN THOMPSON
2205910003760120650112800244312000
JACQUE CARTER
10320800028608570078870119951000
TIMOTHY FORD
1643910005170136010140630192572000

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

Return ReferenceReturnReferenceExplanationExplanation
PART I, LINE 1AMEMBERSHIP TO A SOCIAL CLUB WHOSE MEMBERS ARE BUSINESS LEADERS IN THE LOCAL COMMUNITY. HOUSING ALLOWANCE FOR A KEY EMPLOYEE FOR CONVENIENCE OF THE UNIVERSITY. BENEFIT FROM TUITION EXCHANGE PROGRAM FOR A KEY EMPLOYEE, WHICH IS AVAILABLE TO ALL UNIVERSITY PERSONNEL. THE PRESIDENT RECEIVED GROSS-UP PAYMENTS FOR CLUB DUES. AN ADDITIONAL KEY EMPLOYEE RECEIVED GROSS-UP PAYMENTS FOR A CELL PHONE STIPEND. THIS IS AVAILABLE TO ALL QUALIFIED EMPLOYEES.
PART I, LINE 4BPART I, LINE 4B: THE UNIVERSITY HAS NON-QUALIFIED RETIREMENT PLANS FOR THE PRESIDENT FOR WHICH THE UNIVERSITY CONTRIBUTED $61,078.
PART I, LINE 7BONUSES ARE DISCRETIONARY IN NATURE AND ARE APPROVED BY THE BOARD.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
MAINE HEALTH HIGHER EDUCATION FACILITIES AUTHORITY
010314384560425TL42004-06-0315595000AUTHORITY 2004A, REFINANCE 1995A BONDS000
MAINE HEALTH HIGHER EDUCATION FACILITIES AUTHORITY
010314384560425B582006-04-069435000AUTHORITY 2006B, RESIDENCE HALL000
MAINE HEALTH HIGHER EDUCATION FACILITIES AUTHORITY
010314384560425QS22003-10-1611100000AUTHORITY 2003D, REFINANCE 1993 BONDS000
MAINE HEALTH HIGHER EDUCATION FACILITIES AUTHORITY
010314384560425G202006-09-0712355000AUTHORITY 2006F, RESIDENCE HALL000

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Total ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsAmount UnspentAmountUnspentYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaindCapital ExpendituresCapitalExpenditures
1589735412095001447585956161152583520040101
973807860243689563123148714784320060001
11313401854581102004134547715731120030101
12746890825103363891887932006000111861554

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsPost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrsEngage Bond Counsel ContractsEngageBondCounselContracts
00001
00001
001010
001010

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICTerm Of GICTermOfGICRegulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfiedGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
FSA
100121.000000000000100
FSA
100130.000260000000100
FSA
000120.000000000000100
FSA
000130.000000000000100

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
MAINE HEALTH HIGHER EDUCATION FACILITIES AUTHORITY
010314384560525Z782008-06-1924605000AUTHORITY 2008C, ACADEMIC BLGS, SCHOOL OF PHARMACY000
MAINE HEALTH HIGHER EDUCATION FACILITIES AUTHORITY
010314384560427GE02010-11-1728650000AUTHORITY 2009A, RESIDENCE HALL AND SYNTHETIC TURF FIELD000
MAINE HEALTH HIGHER EDUCATION FACILITIES AUTHORITY
010314384560427NM42011-11-3023220000AUTHORITY 2011C, REFINANCE 2001A AND 2001D001

Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)

Total ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundIssuance Costs From ProceedsIssuanceCostsFromProceedsCapital ExpendituresCapitalExpendituresAmount UnspentAmountUnspentYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
2401335315172002221632140740827438220080001
2877882519203502719002523730616291020090001
234186191739150939652391601214664420110101

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsPost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
00001
00001
00001

Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICTerm Of GICTermOfGICRegulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfiedGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
GE FUNDING CAPITAL
000030.000000000000000
(no name)
000030.00000000000000
(no name)
010020.00000000000000

Schedule L IRS990ScheduleL

Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)

Name Of Interested PersonNameOfInterestedPersonRelationship With OrganizationRelationshipWithOrganizationAmount Of GrantAmountOfGrantType Of AssistanceTypeOfAssistance
INTERESTED PERSONKEY EMPLOYEE34935TUITION EXCHANGE
INTERESTED PERSONSTUDENT BOARD MEMBER19500UNE SCHOLARSHIPS

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions2NumberOfContributions
Noncash Contribs Rptd F99035800NoncashContribsRptdF990
Method Of Determining RevenuesFAIR VALUE OF ARTMethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions7NumberOfContributions
Noncash Contribs Rptd F9901073520NoncashContribsRptdF990
Method Of Determining RevenuesSALE OF STOCKMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Number Of8283 Received0NumberOf8283Received
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 11PRIOR TO FILING, THE 990 IS REVIEWED BY THE LEGAL AFFAIRS/AUDIT COMMITTEE OF THE BOARD AND IS MADE AVAILABLE TO EACH MEMBER OF THE BOARD.
FORM 990, PART VI, SECTION B, LINE 12CTRUSTEES, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST REPORT ON AN ANNUAL BASIS. THE REPORTS ARE REVIEWED BY THE LEGAL AFFAIRS/AUDIT COMMITTEE, WHO, IN TURN, COMMUNICATES ANY CONFLICTS TO THE FULL BOARD. SHOULD AN ISSUE ARISE IN WHICH A BOARD MEMBER OR KEY EMPLOYEE HAS A CONFLICT, THE INDIVIDUAL IS REQUIRED TO RECUSE THEMSELVES FROM ANY AND ALL ACTIVITIES RELATED TO THE CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15THE UNIVERSITY HIRED AN OUTSIDE CONSULTING FIRM AND CREATED A COMPENSATION COMMITTEE TO MAKE EVERY EFFORT TO ENSURE THAT THE PRESIDENT'S COMPENSATION IS REASONABLE, FAIR AND EQUITABLE. MINUTES ARE KEPT FOR THE COMPENSATION COMMITTEE MEETINGS. THE PRESIDENT'S COMPENSATION IS ALSO APPROVED BY THE FULL BOARD. THE PRESIDENT OF THE UNIVERSITY SETS SALARIES FOR KEY EXECUTIVES AND ANNUALLY REVIEWS INDEPENDENT SALARY DATA FROM SIMILAR INSTITUTIONS TO ENSURE THAT SALARIES AND WAGES ARE WITHIN THE APPROPRIATE RANGE. CONTEMPORANEOUS DOCUMENTATION OF THIS PROCESS IS MAINTAINED.
FORM 990, PART VI, SECTION C, LINE 18INFORMATION IS AVAILABLE ON WWW.GUIDESTAR.ORG. INFORMATION IS FORWARDED TO ANYONE UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. THE FINANCIALS ARE AVAILABLE IN THE LIBRARY OR ON THE WEB. THE WEBSITE IS WWW.GUIDESTAR.ORG.
FORM 990, PART XI, LINE 5:NET UNREALIZED LOSSES ON INVESTMENTS: -1,891,223. LOSS OF REFUNDING OF BONDS -848,314. TOTAL TO FORM 990, PART XI, LINE 5: -2,739,537.CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990 PAGE 11 PART XI LINE 2CTHERE HAVE BEEN NO CHANGES IN THE COMMITTEE'S RESPONSIBILTY FOR THE OVERSIGHT OF THE AUDIT.LINE 2C-DOES ORGANIZATION HAVE A COMMITTEE THAT ASSUMES OVERSIGHT OF AUDIT?
FORM 990 PAGE 2, PART III-ORGANIZATION'S MISSION-CONTINUEDCORE VALUES STATEMENT THE UNIVERSITY OF NEW ENGLAND VALUES STUDENT-CENTERED, MULTI-DISCIPLINARY AND INTERDISCIPLINARY PROGRAMS THAT MEET THE HIGHEST ETHICAL STANDARDS TO ACHIEVE EXCELLENCE IN SUPPORT OF AN INTEGRATIVE APPROACH TO THE LIBERAL ARTS, HEALTH AND THE ENVIRONMENT, AS WELL AS SCHOLARSHIP AND RESEARCH. STUDENT CENTERED *PERSONAL CONTACT WITH COMMUNITY *GENUINE PERSONAL RELATIONSHIPS *EXPERIENTIAL LEARNING *LIFE-LONG LEARNING EXCELLENCE AND INNOVATION *QUALITY ACADEMICS *RESPECT FOR NEW IDEAS *CRITICAL THINKING *ENTREPRENEURIAL *AGILITY AND FLEXIBILITY INTERDISCIPLINARY *INTEGRATION *SEEK CONNECTIONS ACROSS DISCIPLINES INTEGRITY AND ETHICAL BEHAVIOR *HONESTY, RESPECT, TRUST *ACADEMIC FREEDOM GLOBAL COMMUNITY & DIVERSITY *EMBRACE & LEARN FROM DIVERSITY *SERVICE & CIVIC ENGAGEMENT *SOCIAL JUSTICE *NON-DISCRIMINATORY HEALTH AND WELLNESS *WHOLE PERSON WELLNESS *OSTEOPATHIC HEALING *INTEGRATIVE HEALTH CARE ENVIRONMENTAL STEWARDSHIP *HEALTHY ENVIRONMENTS *SUSTAINABILITY SCHOLARSHIP AND RESEARCH *CREATE NEW KNOWLEDGE *COLLABORATIONMISSION AND CORE VALUES STATEMENT: