WESTERN NEW ENGLAND UNIVERSITY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN NEW ENGLAND UNIVERSITY (EIN 04-2108376)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-03
- IRS object ID
- 201111239349300526
- Schema version
- 2009v1.7
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-03T14:36:04-04:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 South Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042108376 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN NEW ENGLAND COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEST | NameControl |
| Phone | 4137821288 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 WILBRAHAM ROAD | AddressLine1 |
| City | SPRINGFIELD | City |
| State | MA | State |
| ZIP Code | 01119 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM KELLEHER | Name |
| Title | VP FINANCE & ADMINISTRATION | Title |
| Date Signed | 2011-04-05 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179881000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ANTHONY CAPRIO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 WILBRAHAM ROAD | AddressLine1 |
| City | SPRINGFIELD | City |
| State | MA | State |
| ZIP Code | 01119 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 172298247 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.WNEC.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1951 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | WESTERN NEW ENGLAND COLLEGE IS A PRIVATE EDUCATIONAL INSTITUTION WHICH AWARDS UNDERGRADUATE, MASTER, AND DOCTORAL DEGREES IN ARTS AND SCIENCES, BUSINESS, ENGINEERING AND LAW. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 39 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 35 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2471 | TotalNbrEmployees |
| Total Nbr Volunteers | 675 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2708804 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4227443 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 110352384 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 113664114 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1020624 | InvestmentIncomePriorYear |
| Investment Income Current Year | 923422 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1269217 | OtherRevenuePriorYear |
| Other Revenue Current Year | 842849 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 113309781 | TotalRevenuePriorYear |
| Total Revenue Current Year | 119657828 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 25604500 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 27777350 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 54998196 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 56676248 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 8568 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 1849 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1251572 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 28987287 | OtherExpensePriorYear |
| Other Expenses Current Year | 29480164 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 109598551 | TotalExpensesPriorYear |
| Total Expenses Current Year | 113935611 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3711230 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5722217 | RevenuesLessExpensesCY |
| Total Assets BOY | 155712119 | TotalAssetsBOY |
| Total Assets EOY | 206437049 | TotalAssetsEOY |
| Total Liabilities BOY | 65082428 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 106126026 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 90629691 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 100311023 | NetAssetsOrFundBalancesEOY |
| Mission Description | WESTERN NEW ENGLAND COLLEGE IS A PRIVATE EDUCATIONAL INSTITUTION WHICH AWARDS UNDERGRADUATE, MASTER, AND DOCTORAL DEGREES IN ARTS AND SCIENCES, BUSINESS, ENGINEERING AND LAW. SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Activity Code | 611710 | ActivityCode |
| Expense | 65553058 | Expense |
| Grants | 23395902 | Grants |
| Revenue | 72228026 | Revenue |
| Description | FULL- AND PART-TIME UNDERGRADUATE PROGRAMS ANNUALLY SERVE MORE THAN 2,700 STUDENTS FROM MORE THAN 25 STATES, THE DISTRICT OF COLUMBIA, AND SEVERAL FOREIGN COUNTRIES AND U.S. TERRITORIES OR COMMONWEALTHS, INCLUDING PUERTO RICO. STUDENTS ARE OFFERED THE OPPORTUNITY TO STUDY IN APPROXIMATELY 60 MAJOR CONCENTRATIONS. APPROXIMATELY 600 UNDERGRADUATE DEGREES ARE AWARDED ANNUALLY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity Code | 611710 | ActivityCode |
| Expense | 17342680 | Expense |
| Grants | 4381448 | Grants |
| Revenue | 21946118 | Revenue |
| Description | THE COLLEGE OFFERS A VARIETY OF PART-TIME GRADUATE PROGRAMS IN ALL THREE SCHOOLS & AN ABA ACCREDITED LAW SCHOOL WITH BOTH FULL- AND PART-TIME STUDENTS. PART-TIME PROGRAMS ARE DESIGNED AROUND THE NEEDS OF WORKING MEN AND WOMEN INCLUDING MASTER'S DEGREE OPPORTUNITIES FOR EDUCATIONAL, BUSINESS, ACCOUNTING, AND ENGINEERING PROFESSIONALS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity Code | 611710 | ActivityCode |
| Expense | 15978479 | Expense |
| Revenue | 19489971 | Revenue |
| Description | THE COLLEGE OFFERS RESIDENTIAL OPPORTUNITIES TO FULL-TIME UNDERGRADUATES THROUGH A VARIETY OF LIVING ARRANGEMENTS VARYING FROM TRADITIONAL DORMITORY SETTINGS TO APARTMENTS AND SUITES. APPROXIMATELY 2,000 STUDENTS LIVE ON CAMPUS DURING THE ACADEMIC YEAR. OVER THE LAST DECADE, THE COLLEGE HAS CONTINUALLY ADDED TO ITS RESIDENCE HALL STOCK AND RENOVATED EXISTING HALLS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 98874217 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 195 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2471 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | NT | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 39 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 35 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | WILLIAM J KELLEHER | NamePerson |
| Telephone Number | 4137821219 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 WILBRAHAM ROAD | AddressLine1 |
| City | SPRINGFIELD | City |
| State | MA | State |
| ZIP Code | 01119 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (48 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| OLALEKAN A ADEOYIN | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| THOMAS R BURTON | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| DONALD G CAMPBELL | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| ROBERT H CARNEVALE | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| ROBERT W CLARKE | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| NORMA L COLACCINO | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| TIMOTHY P CRIMMINS JR | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| WILLIAM E DUPUIS | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| ROCCO J FALCONE II | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| FRANK P FITZGERALD | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| RONALD G GOULET | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| BRUCE F HAMBRO | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| MARSHALL A HART | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| ANDREW T HENSHON | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| STEVEN P KITROSSER | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| RONALD P LALLI | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| LUCIE LAPOVSKY | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| BARBARA A LENK | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| AMY B LEWIS | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| EDWIN W LINDSAY | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| KIM A MACLEOD | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JOHN M MITCHELL | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| FREDERICK V MOTTLE | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| CARMEN G NEUBERGER | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| WAH SING NG | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JOHN M O'BRIEN III | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| LINDA M L PETERS | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| ROBERT E SALAD | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| ANN M SEELEY | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| CHRISTOPHER A SERVICE | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| PETER C STEINGRABER | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| BRIAN P TRELEASE | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JAMES E TREMBLE | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| ROGER W WADE | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| ANTHONY S CAPRIO | |||||||||
| PRESIDENT | 40.0 | X | 1111205 | 0 | 79433 | X | |||
| KEVIN S DELBRIDGE | |||||||||
| CHAIRMAN | 1.0 | X | 0 | 0 | 0 | X | |||
| ALFRED A LARIVIERE | |||||||||
| SECRETARY | 1.0 | X | 0 | 0 | 0 | X | |||
| KENNETH M RICKSON | |||||||||
| TREASURER | 1.0 | X | 0 | 0 | 0 | X | |||
| MICHAEL A SERAFINO | |||||||||
| VICE CHAIRMAN | 1.0 | X | 0 | 0 | 0 | X | |||
| ARTHUR R GAUDIO | |||||||||
| DEAN, SCHOOL OF LAW | 40.0 | 255178 | 0 | 34643 | X | ||||
| JERRY A HIRSCH | |||||||||
| VP FOR ACADEMIC AFFAIRS | 40.0 | 213757 | 0 | 29992 | X | ||||
| WILLIAM J KELLEHER | |||||||||
| VP FINANCE & ADMINISTRATION | 40.0 | 200320 | 0 | 25158 | X | ||||
| WILLIAM G BAKER | |||||||||
| PROFESSOR OF LAW | 40.0 | 236874 | 0 | 30034 | X | ||||
| S HOSSEIN CHERAGHI | |||||||||
| DEAN, SCHOOL OF ENGINEERING | 40.0 | 190615 | 0 | 30198 | X | ||||
| ERIC J GOUVIN | |||||||||
| LAW & BUSINESS CENTER DIRECTOR | 40.0 | 185734 | 0 | 29665 | X | ||||
| EVAN T ROBINSON | |||||||||
| DEAN, SCHOOL OF PHARMACY | 40.0 | 189814 | 0 | 30479 | X | ||||
| FREDERICK D ROYAL | |||||||||
| DIRECTOR OF LLM AND PROFESSOR | 40.0 | 230624 | 0 | 33999 | X | ||||
| DAVID P KRUGER | |||||||||
| VICE PRESIDENT FOR FINANCE | 40.0 | 106358 | 0 | 27190 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2920479 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 350791 | TotalOtherCompensation |
| Number Individuals GT100 K | 90 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| TESSIER ASSOCIATES INC | |||||
| TOWER SQUARE 250 1500 MAIN STREET | SPRINGFIELD | MA | 01115 | ARCHITECTS | 2286756 |
| KPMG LLP | |||||
| TWO FINANCIAL CTR 60 SOUTH ST | BOSTON | MA | 02115 | ACCOUNTING AND TAX | 100100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 73503 | FundraisingEvents |
| Government Grants | 1925685 | GovernmentGrants |
| All Other Contributions | 2228255 | AllOtherContributions |
| Noncash Contributions | 780336 | NoncashContributions |
| Total Contributions | 4227443 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611710 | 94140158 | 94140158 |
| AUXILIARY SALES AND SERVICES | 611710 | 19251386 | 19251386 |
| INTEREST ON STUDENT LOANS | 611710 | 120239 | 120239 |
| SPONSORED RESEARCH | 611710 | 152331 | 152331 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 113664114 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 716797 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $716,797 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 52796261 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 52589636 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 206625 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 206625 | TotalRevenueColumn |
| Exclusion | $206,625 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 38219 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 73503 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 50783 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -12564 | TotalRevenueColumn |
| Exclusion | -$12,564 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| EVENTS REGISTRATION | 611710 | 108273 | $108,273 |
| STUDENT FUNDRAISER INCOME | 611710 | 180795 | $180,795 |
| FACILITIES USAGE | 611710 | 64971 | $64,971 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 501374 | TotalRevenueColumn |
| Exclusion | $501,374 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 855413 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 119657828 | TotalRevenueColumn |
| Related Or Exempt Function Income | 113664114 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,766,271 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27605284 | Total |
| Program Services | 27605284 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 172066 | Total |
| Program Services | 172066 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1949561 | Total |
| Management And General | 1910327 | ManagementAndGeneral |
| Fundraising | 39234 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41024689 | Total |
| Program Services | 34418399 | ProgramServices |
| Management And General | 5999278 | ManagementAndGeneral |
| Fundraising | 607012 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3218639 | Total |
| Program Services | 2633647 | ProgramServices |
| Management And General | 532713 | ManagementAndGeneral |
| Fundraising | 52279 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7430955 | Total |
| Program Services | 6055346 | ProgramServices |
| Management And General | 1154875 | ManagementAndGeneral |
| Fundraising | 220734 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3052404 | Total |
| Program Services | 2497625 | ProgramServices |
| Management And General | 505200 | ManagementAndGeneral |
| Fundraising | 49579 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20458 | Total |
| Management And General | 20458 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110250 | Total |
| Management And General | 110250 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82701 | Total |
| Fundraising | 82701 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1849 | Total |
| Fundraising | 1849 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4886708 | Total |
| Program Services | 4882972 | ProgramServices |
| Management And General | 3736 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1415430 | Total |
| Program Services | 674730 | ProgramServices |
| Management And General | 669843 | ManagementAndGeneral |
| Fundraising | 70857 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4830866 | Total |
| Program Services | 4380296 | ProgramServices |
| Management And General | 378295 | ManagementAndGeneral |
| Fundraising | 72275 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 225087 | Total |
| Program Services | 86110 | ProgramServices |
| Management And General | 130155 | ManagementAndGeneral |
| Fundraising | 8822 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3423379 | Total |
| Program Services | 3135128 | ProgramServices |
| Management And General | 288251 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1282197 | Total |
| Program Services | 1150684 | ProgramServices |
| Management And General | 115464 | ManagementAndGeneral |
| Fundraising | 16049 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2109763 | Total |
| Program Services | 1785516 | ProgramServices |
| Management And General | 308231 | ManagementAndGeneral |
| Fundraising | 16016 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2052358 | Total |
| Program Services | 1947025 | ProgramServices |
| Management And General | 105333 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6826556 | Total |
| Program Services | 5961809 | ProgramServices |
| Management And General | 856819 | ManagementAndGeneral |
| Fundraising | 7928 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 372789 | Total |
| Program Services | 89988 | ProgramServices |
| Management And General | 282801 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MAINTENANCE AND REPAIRS | 1162662 | 840867 | 321795 | |
| EQUIPMENT | 24763 | 23503 | 973 | 287 |
| MEMBERSHIP & DUES | 198383 | 114240 | 80718 | 3425 |
| IMPROVEMENTS | 60612 | 58242 | 2370 | |
| ATHLETICS EVENTS EXPENSE | 104775 | 104775 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 290427 | Total |
| Program Services | 255965 | ProgramServices |
| Management And General | 31937 | ManagementAndGeneral |
| Fundraising | 2525 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113935611 | Total |
| Program Services | 98874217 | ProgramServices |
| Management And General | 13809822 | ManagementAndGeneral |
| Fundraising | 1251572 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17060900 | BOY |
| EOY | 14072903 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 952284 | BOY |
| EOY | 616158 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1230824 | BOY |
| EOY | 1731720 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5622639 | BOY |
| EOY | 5694391 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76666 | BOY |
| EOY | 97373 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2301448 | BOY |
| EOY | 3291785 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 181658483 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 68212797 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91466444 | BOY |
| EOY | 113445686 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11870691 | BOY |
| EOY | 13296987 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23627449 | BOY |
| EOY | 26641648 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1502774 | BOY |
| EOY | 27548398 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155712119 | BOY |
| EOY | 206437049 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11047730 | BOY |
| EOY | 10681713 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2962162 | BOY |
| EOY | 2962162 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4004262 | BOY |
| EOY | 3730455 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45104267 | BOY |
| EOY | 87005371 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1964007 | BOY |
| EOY | 1746325 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65082428 | BOY |
| EOY | 106126026 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71895055 | BOY |
| EOY | 81079286 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2630937 | BOY |
| EOY | 2612964 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16103699 | BOY |
| EOY | 16618773 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90629691 | BOY |
| EOY | 100311023 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155712119 | BOY |
| EOY | 206437049 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 82701 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 82701 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 98791515 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 98874216 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 2000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 128 | CurrentYearMinus1 |
| Current Year | 82701 | CurrentYear |
| Total | 82829 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 500000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $750,000 | GrassrootsCeilingAmount |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | POLITICAL CAMPAIGN OR DIRECT LOBBYING ACTIVITIES | Identifier |
| Return Reference | PART II-A, LINE 1 | ReturnReference |
| Explanation | WESTERN NEW ENGLAND COLLEGE PAID MCALLISTER & QUINN, LLC $80,982 FOR LOBBYING ACTIVITIES DURING ITS FISCAL YEAR ENDED JUNE 30, 2010. SOME OF THE COLLEGE'S MEMBERSHIPS (E.G. ASSOCIATION OF AMERICAN COLLEGES & UNIVERSITIES, COUNCIL OF HIGHER EDUCATION ACCREDITATION, ASSOCIATION OF INDEPENDENT COLLEGE AND UNIVERSITIES IN MASSACHUSETTS, GREATER SPRINGFIELD CHAMBER OF COMMERCE, WESTERN MASSACHUSETTS ECONOMIC DEVELOPMENT COUNCIL, ETC.) INCLUDE SOME LOBBYING ACTIVITIES TOWARDS THE PROMOTION OF HIGHER EDUCATION CONCERNS OR REGIONAL ECONOMIC DEVELOPMENT; HOWEVER, NONE OF THESE LOBBYING ACTIVITIES ARE SPECIFIC TO THE COLLEGE. THE PRESIDENT AND VARIOUS EMPLOYEES ATTEND FUNCTIONS WHERE THEY ARE IN CONTACT WITH ELECTED OFFICIALS AND ON OCCASION ELECTED OFFICIALS ARE INVITED TO CAMPUS (E.G. THE MAYOR OF SPRINGFIELD FOR A COLLEGE GROUND BREAKING EVENT). NONE OF THESE ACTIVITIES WERE POLITICAL CAMPAIGN FUNDRAISERS NOR DID ANY LOBBYING TAKE PLACE. AT TIMES THE CHAMBER OF COMMERCE WILL HAVE A PETITION AND ASK FOR SIGNATURES OF A POLITICAL OR LOBBYING NATURE. THOSE REPRESENTING THE COLLEGE DECLINE SUCH PETITIONS. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 30918830 | BeginningOfYearBalance |
| Contributions | 626660 | Contributions |
| Investment Earnings Or Losses | 3950190 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2047889 | GrantsOrScholarships |
| Other Expenditures | 54829 | OtherExpenditures |
| Administrative Expenses | 126400 | AdministrativeExpenses |
| End Of Year Balance | 33266562 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 40956419 | BeginningOfYearBalance |
| Contributions | 398930 | Contributions |
| Investment Earnings Or Losses | -8046379 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2197394 | GrantsOrScholarships |
| Other Expenditures | 41229 | OtherExpenditures |
| Administrative Expenses | 151517 | AdministrativeExpenses |
| End Of Year Balance | 30918830 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.44000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.56000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4525765 | OtherCostOrOtherBasis |
| Book Value | 4525765 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 154695810 | OtherCostOrOtherBasis |
| Depreciation | 52539720 | Depreciation |
| Book Value | 102156090 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22436908 | OtherCostOrOtherBasis |
| Depreciation | 15673077 | Depreciation |
| Book Value | 6763831 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 113445686 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| EQUITY MUTUAL FUNDS | 14762673 | F |
| HEDGE MUTUAL FUNDS | 11028390 | F |
| FOR OTHERS | 667934 | F |
| OTHER NON-POOLED | 182651 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 26641648 | TotalOfBookValueSecurities |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEPOSITS UNDER BOND INDENTURE | Description |
| Book Value | 27548398 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 27548398 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS | $437,159 |
| ASSETS HELD BY OTHERS | $1,275,181 |
| DEFERRED REVENUE | $33,985 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1746325 | TotalOfAmounts |
| Total Revenue | 119657828 | TotalRevenue |
| Total Expenses | 113935611 | TotalExpenses |
| Excess Or Deficit For Year | 5722217 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 3885756 | NetUnrealizedGLOnInvestments |
| Other | $73,358 | OtherAmount |
| Total Adjustments | 3959114 | TotalAdjustments |
| Excess Or Deficit Per FS | 9681331 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 123478112 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3885756 | NetUnrealizedGainsInvestments |
| Other Revenues | 73358 | OtherRevenues |
| Revenue Not Rptd F990 | 3959114 | RevenueNotRptdF990 |
| Revenue Subtotal | 119518998 | RevenueSubtotal |
| Investment Expenses Not Included | 138830 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 138830 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 119657828 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 113796781 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 113796781 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 138830 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 138830 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 113935611 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ENDOWMENT FUNDS | PART V, LINE 4 | THE COLLEGE RECEIVES DONATIONS THROUGH THE ADVANCEMENT OFFICE. IT IS THE RESPONSIBILITY OF THE ADVANCEMENT OFFICE TO CLARIFY, IN WRITING, ANY AMBIGUITY ON GIFTS TO ENSURE THAT THE DONOR'S INTENTIONS ARE ADHERED TO. ANY RESTRICTED DONATIONS ARE INDICATED AS SUCH BY THE ADVANCEMENT OFFICE AND REVIEWED BY THE CONTROLLER'S OFFICE TO ENSURE PROPER RECORDING AND THAT THE DONOR'S INTENTIONS ARE FULFILLED. 56% OF THE COLLEGE'S ENDOWMENT FUND IS QUASI-ENDOWMENT FUNDS THAT HAVE BEEN ESTABLISHED THROUGH SOUND FISCAL MANAGEMENT OF THE COLLEGE WITH THE REMAINING FUNDS ESTABLISHED THROUGH DONOR RESTRICTED DONATIONS. THE MAJORITY OF THE PERMANENTLY RESTRICTED ENDOWMENT FUNDS (99%) ARE USED FOR SCHOLARSHIPS AND AWARDS FOR UNDERGRADUATE AND LAW STUDENTS. THE BOARD-APPROVED RATE OF 5% IS APPLIED TO A 13-QUARTER AVERAGE MARKET VALUE TO DETERMINE EACH ENDOWMENT'S DISTRIBUTABLE EARNINGS AND THE ACTUAL SPENDING RATE FOR FISCAL YEAR 2010 WAS 6.03%. |
| RECONCILIATION OF CHANGE IN NET ASSETS FROM FORM 990 | PART XI, LINE 8 | CHANGE IN SPLIT INTEREST AGREEMENTS $73,358 |
| OTHER AMOUNTS INCLUDED IN FINANCIAL STATEMENTS BUT NOT ON FORM 990 | PART XII, LINE 2D | CHANGE IN SPLIT INTEREST AGREEMENTS $73,358 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | WESTERN NEW ENGLAND COLLEGE'S NONDISCRIMINATION POLICY IS SPECIFICALLY STATED IN THEIR BY-LAWS AND IS INCLUDED IN ALL PRINTED MATERIALS. | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Govt Financial Aid Explanation | THE ORGANIZATION RECIEVES ASSISTANCE FROM A GOVERNMENTAL AGENCY. SEE SCHEDULE B. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Program Services | UNDERGRAD EDUCATION | 285398 |
| Sub-Saharan Africa | Program Services | UNDERGRAD EDICATION | 69740 |
| East Asia and the Pacific | Program Services | UNDERGRAD EDUCATION | 45883 |
| Central America and the Caribbean | Investments |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Amount Spent | 401021 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (6 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|---|
| SCHOLARSHIP FOR STUDY ABROAD STUDENTS | Europe/Iceland/Greenland | 25 | 121309 |
| SCHOLARSHIP FOR STUDY ABROAD STUDENTS | East Asia/Pacific | 12 | 44260 |
| SCHOLARSHIP FOR STUDY ABROAD STUDENTS | South America | 1 | 823 |
| SCHOLARSHIP FOR STUDY ABROAD STUDENTS | Sub-Saharan Africa | 2 | 3061 |
| SCHOLARSHIP FOR STUDY ABROAD STUDENTS | Middle East/North Africa | 1 | 625 |
| SCHOLARSHIP FOR STUDY ABROAD STUDENTS | South Asia | 2 | 1988 |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITOR THE USE OF GRANT FUNDS OUTSIDE THE U.S. | Identifier |
| Return Reference | PART I, LINE 2 | ReturnReference |
| Explanation | ALL GRANT FUNDS ARE MONITORED WITH AT LEAST TWO DIFFERENT DEPARTMENTS PROVIDING CHECKS AND BALANCES TO ENSURE THAT THE FUNDS ARE TRACKED, REPORTED AND USED AS REQUIRED IN THE GRANT LANGUAGE. TITLE IV GRANT FUNDS ARE AWARDED BY THE FINANCIAL AID OFFICE AND APPLIED TO THE STUDENT'S ACCOUNT VIA FINANCIAL AID TRANSMITTAL. AS STUDENTS COMPLETE THEIR REQUIREMENTS FOR RECEIVING AID, WEEKLY TRANSMITTALS ARE RUN AND STUDENTS, WITH THE PROPER CODING ARE SELECTED TO RECEIVE AID. THE TRANSMITTAL GENERATES A LISTING OF EACH AWARD, BY TYPE WITH TOTALS, AND THIS IS USED TO RECORD THE GRANT EXPENSE TO THE GENERAL LEDGER. FEDERAL AWARDS AND GRANTS ARE VERIFIED TO A RECEIVABLE IN THE GENERAL LEDGER THAT IS RECORDED FROM AN AUTHORIZATION LETTER AND TO THE AVAILABLE BALANCE IN THE G5 PAYMENT MANAGEMENT SYSTEM. IF THE AVAILABLE BALANCE IS SUFFICIENT, THE FUNDS ARE DRAWN DOWN THROUGH THE G5 PAYMENT MANAGEMENT SYSTEM INTO THE FEDERAL FUNDS CHECKING ACCOUNT. A BANK ACH REPORT IS GENERATED TO VERIFY THAT THE FUNDS ARE RECEIVED. THE GENERAL LEDGER ACCOUNTS ARE VERIFIED TO GRANTS BY TYPE ON THE FINANCIAL AID SYSTEM AND BILLING TRANSACTIONS ON THE BILLING FILE. THESE SYSTEMS ARE RECONCILED TO EACH DRAW DOWN. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ATLETICS GOLF | NameOfEvent1 |
| Gross Receipts Event1 | 64880 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 47450 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 17430 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 27076 | OtherDirectExpensesEvent1 |
| Name Of Event2 | ALUMNI GOLF | NameOfEvent2 |
| Gross Receipts Event2 | 19546 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 10662 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 8884 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 8884 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 27296 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 15392 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 11904 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 14822 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 111722 | GrossReceiptsTotal |
| Charitable Contributions Total | 73504 | CharitableContributionsTotal |
| Gross Revenue Total Events | 38218 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 50782 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 50782 | DirectExpenseSummaryEvents |
| Net Income Summary | -12564 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| INTERNAL SCHOLARSHIPS | 2469 | 26571346 |
| COLLEGE WORK STUDY | 797 | 789231 |
| SEOG FINANCIAL AID | 105 | 244707 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITOR THE USE OF GRANTS FUND IN U.S. | Identifier |
| Return Reference | PART I, LINE 2 | ReturnReference |
| Explanation | ALL GRANT FUNDS ARE MONITORED WITH AT LEAST TWO DIFFERENT DEPARTMENTS PROVIDING CHECKS AND BALANCES TO ENSURE THAT THE FUNDS ARE TRACKED, REPORTED AND USED AS REQUIRED IN THE GRANT LANGUAGE. TITLE IV GRANT FUNDS ARE AWARDED BY THE FINANCIAL AID OFFICE AND APPLIED TO THE STUDENT'S ACCOUNT VIA FINANCIAL AID TRANSMITTAL. AS STUDENTS COMPLETE THEIR REQUIREMENTS FOR RECEIVING AID, WEEKLY TRANSMITTALS ARE RUN AND STUDENTS, WITH THE PROPER CODING ARE SELECTED TO RECEIVE AID. THE TRANSMITTAL GENERATES A LISTING OF EACH AWARD, BY TYPE WITH TOTALS, AND THIS IS USED TO RECORD THE GRANT EXPENSE TO THE GENERAL LEDGER. FEDERAL AWARDS AND GRANTS ARE VERIFIED TO A RECEIVABLE IN THE GENERAL LEDGER THAT IS RECORDED FROM AN AUTHORIZATION LETTER AND TO THE AVAILABLE BALANCE IN THE G5 PAYMENT MANAGEMENT SYSTEM. IF THE AVAILABLE BALANCE IS SUFFICIENT, THE FUNDS ARE DRAWN DOWN THROUGH THE G5 PAYMENT MANAGEMENT SYSTEM INTO THE FEDERAL FUNDS CHECKING ACCOUNT. A BANK ACH REPORT IS GENERATED TO VERIFY THAT THE FUNDS ARE RECEIVED. THE GENERAL LEDGER ACCOUNTS ARE VERIFIED TO GRANTS BY TYPE ON THE FINANCIAL AID SYSTEM AND BILLING TRANSACTIONS ON THE BILLING FILE. THESE SYSTEMS ARE RECONCILED TO EACH DRAW DOWN. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANTHONY S CAPRIO | |||||||||||||
| 388263 | 0 | 100000 | 0 | 622942 | 0 | 21600 | 0 | 57833 | 0 | 1190638 | 0 | 584442 | 0 |
| ARTHUR R GAUDIO | |||||||||||||
| 237108 | 0 | 0 | 0 | 18070 | 0 | 21600 | 0 | 13043 | 0 | 289821 | 0 | 0 | 0 |
| JERRY A HIRSCH | |||||||||||||
| 205218 | 0 | 0 | 0 | 8539 | 0 | 17078 | 0 | 12914 | 0 | 243749 | 0 | 0 | 0 |
| WILLIAM J KELLEHER | |||||||||||||
| 178320 | 0 | 0 | 0 | 22000 | 0 | 18156 | 0 | 7002 | 0 | 225478 | 0 | 0 | 0 |
| WILLIAM G BAKER | |||||||||||||
| 216899 | 0 | 0 | 0 | 19975 | 0 | 21483 | 0 | 8551 | 0 | 266908 | 0 | 0 | 0 |
| S HOSSEIN CHERAGHI | |||||||||||||
| 180884 | 0 | 0 | 0 | 9731 | 0 | 17515 | 0 | 12683 | 0 | 220813 | 0 | 0 | 0 |
| ERIC J GOUVIN | |||||||||||||
| 166735 | 0 | 0 | 0 | 18999 | 0 | 17099 | 0 | 12566 | 0 | 215399 | 0 | 0 | 0 |
| EVAN T ROBINSON | |||||||||||||
| 178021 | 0 | 0 | 0 | 11793 | 0 | 17690 | 0 | 12789 | 0 | 220293 | 0 | 0 | 0 |
| FREDERICK D ROYAL | |||||||||||||
| 218837 | 0 | 0 | 0 | 11787 | 0 | 21217 | 0 | 12782 | 0 | 264623 | 0 | 0 | 0 |
| DAVID P KRUGER | |||||||||||||
| 67858 | 0 | 0 | 0 | 38500 | 0 | 9311 | 0 | 17879 | 0 | 133548 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| BENEFITS | PART I, LINE 1A AND 1B | THROUGH HIS EMPLOYMENT CONTRACT, THE PRESIDENT RECEIVES A HOUSING ALLOWANCE AND IS REIMBURSED FOR SNOW REMOVAL AND LAWN CARE. THE PRESIDENT SUBMITS RECEIPTS AND IS REIMBURSED FOR HIS SNOW REMOVAL AND LAWN CARE EXPENSES THROUGH ACCOUNTS PAYABLE. THE INFORMATION IS REPORTED TO PAYROLL AND IS ADDED TO HIS COMPENSATION AND TAXED ACCORDINGLY. THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION REVIEWS AND APPROVES THE SNOW REMOVAL AND LAWN CARE EXPENSE REIMBURSEMENT; THESE EXPENSES ALSO GO THROUGH THE NORMAL REVIEW AND APPROVAL PROCESS THAT ALL PAYMENTS ARE SUBJECT TO. ALSO THROUGH HIS EMPLOYMENT CONTRACT, THE PRESIDENT RECEIVES A MEMBERSHIP TO APPROPRIATE ORGANIZATIONS FOR THE BENEFIT OF THE INSTITUTION; THUS, THE COLLEGE PAYS FOR A MEMBERSHIP AND RELATED EXPENSES TO ONE SOCIAL CLUB. THE MEMBERSHIP AND RELATED EXPENSES ARE FOR USE OF COLLEGE BUSINESS ONLY AND ARE PAID THROUGH ACCOUNTS PAYABLE. THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION REVIEWS AND APPROVES ALL EXPENSES RELATING TO THIS. THESE EXPENSES ALSO GO THROUGH THE NORMAL REVIEW AND APPROVAL PROCESS THAT ALL PAYMENTS ARE SUBJECT TO. |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | PART I, LINE 4B | ANTHONY S. CAPRIO - $584,442 AMOUNTS REPORTED ON SCHEDULE J, PART II, COLUMN B(III) OTHER TAXABLE COMPENSATION. |
| PART II COLUMN F | THE AMOUNT REPORTED FOR THE PRESIDENT, ANTHONY S. CAPRIO, IN COLUMN F, $584,442 REPRESENTS THE AMOUNT FROM A DEFERRED COMPENSATION/RETIREMENT PLAN THAT BECAME VESTED IN DR. CAPRIO IN 2010. THE AMOUNT HAD ALREADY BEEN REPORTED IN PRIOR ANNUAL FORM 990 FILINGS AND IS REPORTED AGAIN IN TOTAL THIS YEAR SINCE THE ACCOUNT IS NOW VESTED AND HAS BEEN PAID TO DR. CAPRIO. THE AMOUNT IN COLUM F IS TAXABLE IN THE CURRENT YEAR AND ALSO INCLUDED IN COLUMN B(III). THE ACTUAL AMOUNT OF OTHER REPORTABLE COMPENSATION IN COLUMN (III) EARNED DURING THE CURRENT YEAR IS $38,500. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| MDFA - SERIES 2005 | ||||||
| 043431814 | 57583RDQ5 | 2005-10-19 | 39232453 | REFUND ISSUES 7/8/98 & 12/13/00 | true | false |
| MDFA - SERIES 2008 | ||||||
| 043431814 | 2008-05-29 | 5000000 | CONSTRUCTION- LAW SCHOOL ADDITION | false | false | |
| MDFA - SERIES 2009 | ||||||
| 043431814 | 2009-11-09 | 43000000 | CONSTRUCTION OF NEW ACADEMIC BLDG | false | false | |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Amount DefeasedAmountDefeased | Amount UnspentAmountUnspent | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 37793892 | 0 | 17072142 | 0 | 1438591 | 0 | 0 | 2002 | true | false | true | true |
| 4925681 | 0 | 0 | 0 | 74319 | 0 | 5000745 | 2008 | false | false | true | true |
| 42770000 | 0 | 0 | 25995587 | 230000 | 0 | 16774413 | 2011 | false | false | false | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse |
|---|---|---|---|---|---|---|---|
| false | true | false | false | true | |||
| false | false | false | false | true | 0.00140 | 0.00000 | 0.00140 |
| false | false | false | false | true | 0.00000 | 0.00000 | 0.00000 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| AIG MATCHINF FUNDING | |||||
| false | false | false | true | false | false |
| (no name) | |||||
| false | true | false | false | ||
| (no name) | |||||
| false | false | false | false | ||
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| JD RIVET CO | |||
| B. HAMBRO - TRUSTEE | 149225 | CONSTRUCTION MATERIALS | false |
| VALLEY COMMUNICATIONS | |||
| J. TREMBLE - TRUSTEE | 101782 | AV EQUIPMENT | false |
| PEOPLE'S UNITED BANK | |||
| T. CRIMMONS - TRUSTEE | 43000000 | BOND ISSUANCE | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2850 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | EST. MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 1800 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | EST. MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 14 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 52286 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVERAGE MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | EQUIPMENT | 2 | 146000 | EST. RETAIL VALUE |
| X | SOFTWARE | 1 | 570000 | INVOCE/EST RETAIL |
| X | GIFT CARDS | 1 | 2500 | CASH VALUE |
| X | CONFERENCE EXPENSE | 1 | 900 | EST. RETAIL VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NONCASH CONTRIBUTIONS | Identifier |
| Return Reference | PART I, LINE 32A | ReturnReference |
| Explanation | ALL CONTRIBUTIONS OF PUBLICLY TRADED SECURITIES ARE COLLECTED AND SOLD BY A THIRD PARTY, RAYMOND JAMES & ASSOCIATES, INC. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION STATEMENT | FORM 990, PART III, LINE 1 | WHO WE ARE: WESTERN NEW ENGLAND COLLEGE, A COMPREHENSIVE PRIVATE INSTITUTION WITH A TRADITION OF EXCELLENCE IN TEACHING AND SCHOLARSHIP AND A COMMITMENT TO SERVICE, AWARDS UNDERGRADUATE, MASTER'S, AND DOCTORAL DEGREES IN VARIOUS DEPARTMENTS FROM AMONG OUR SCHOOLS OF ARTS AND SCIENCES, BUSINESS, ENGINEERING, LAW, AND PHARMACY*. ONE OF ONLY A FEW U.S. COMPREHENSIVE INSTITUTIONS ENROLLING UNDER 5,000 STUDENTS RECOGNIZED WITH NATIONAL AND INTERNATIONAL ACCREDITATIONS AT THE HIGHEST LEVELS IN LAW, BUSINESS, ENGINEERING, AND SOCIAL WORK, WE SERVE STUDENTS PREDOMINANTLY FROM THE NORTHEASTERN U.S., BUT ENROLL STUDENTS FROM ACROSS THE COUNTRY AND AROUND THE WORLD. THE VAST MAJORITY OF UNDERGRADUATE STUDENTS RESIDE ON CAMPUS. OUR 215-ACRE CAMPUS IN SPRINGFIELD, MASSACHUSETTS, IS REMARKABLE FOR ITS BEAUTY, SECURITY, AND METICULOUS UPKEEP. |
| OUR MISSION: | THE HALLMARK OF THE WESTERN NEW ENGLAND EXPERIENCE IS AN UNWAVERING FOCUS ON AND ATTENTION TO EACH STUDENT'S ACADEMIC AND PERSONAL DEVELOPMENT, INCLUDING LEARNING OUTSIDE THE CLASSROOM. FACULTY, DEDICATED TO EXCELLENCE IN TEACHING AND RESEARCH, AND OFTEN NATIONALLY RECOGNIZED IN THEIR FIELDS, TEACH IN AN ENVIRONMENT OF WARMTH AND PERSONAL CONCERN WHERE SMALL CLASSES PREDOMINATE. ADMINISTRATIVE AND SUPPORT STAFF WORK COLLABORATIVELY WITH FACULTY IN ATTENDING TO STUDENT DEVELOPMENT SO THAT EACH STUDENT'S ACADEMIC AND PERSONAL POTENTIAL CAN BE REALIZED AND APPRECIATED. WESTERN NEW ENGLAND DEVELOPS LEADERS AND PROBLEM SOLVERS FROM AMONG OUR STUDENTS, WHETHER IN ACADEMICS, INTERCOLLEGIATE ATHLETICS, EXTRACURRICULAR AND COCURRICULAR PROGRAMS, COLLABORATIVE RESEARCH PROJECTS WITH FACULTY, OR IN PARTNERSHIP WITH THE LOCAL COMMUNITY. AT WESTERN NEW ENGLAND, EXCELLENCE IN STUDENT LEARNING GOES HAND IN HAND WITH THE DEVELOPMENT OF PERSONAL VALUES SUCH AS INTEGRITY, ACCOUNTABILITY, AND CITIZENSHIP. STUDENTS ACQUIRE THE TOOLS TO SUPPORT LIFELONG LEARNING AND THE SKILLS TO SUCCEED IN THE GLOBAL WORKFORCE. EQUALLY IMPORTANT, ALL MEMBERS OF OUR COMMUNITY ARE COMMITTED TO GUIDING STUDENTS IN THEIR DEVELOPMENT TO BECOME INFORMED AND RESPONSIBLE LEADERS IN THEIR LOCAL AND GLOBAL COMMUNITIES BY PROMOTING A CAMPUS CULTURE OF RESPECT, TOLERANCE, ENVIRONMENTAL AWARENESS, AND SOCIAL RESPONSIBILITY. WE ARE POSITIONED WELL TO ACCOMPLISH THESE GOALS AS A TRULY COMPREHENSIVE INSTITUTION WHOSE FACULTY AND STAFF HAVE HISTORICALLY COLLABORATED IN OFFERING AN INTEGRATED PROGRAM OF LIBERAL AND PROFESSIONAL LEARNING IN THE DIVERSE FIELDS OF ARTS AND SCIENCES, BUSINESS, ENGINEERING, LAW, AND PHARMACY. | |
| OUR CORE VALUES: | EXCELLENCE IN TEACHING, RESEARCH, AND SCHOLARSHIP, UNDERSTANDING THAT OUR PRIMARY PURPOSE IS TO PROVIDE AN OUTSTANDING EDUCATION SUPPORTED BY FACULTY WITH THE HIGHEST ACADEMIC CREDENTIALS, AND WITH NATIONAL PROMINENCE IN THEIR FIELDS. STUDENT-CENTERED LEARNING, PROVIDING AN INDIVIDUALIZED APPROACH TO EDUCATION WHICH INCLUDES A PROFOUND COMMITMENT TO SMALL CLASS SIZES, PERSONALIZED STUDENT-FACULTY RELATIONSHIPS, AND STUDENT ENGAGEMENT AND PERSONAL GROWTH BOTH WITHIN AND BEYOND THE CLASSROOM. A SENSE OF COMMUNITY, TREATING EVERY INDIVIDUAL AS A VALUED MEMBER OF OUR COMMUNITY WITH A SHARED SENSE OF PURPOSE AND OWNERSHIP MADE POSSIBLE BY MUTUAL RESPECT AND SHARED GOVERNANCE. CULTIVATION OF A PLURALISTIC SOCIETY, CELEBRATING THE DIVERSITY OF OUR COMMUNITY, LOCALLY AND GLOBALLY, AND CREATING A COMMUNITY THAT FOSTERS TOLERANCE, INTEGRITY, ACCOUNTABILITY, CITIZENSHIP, AND SOCIAL RESPONSIBILITY. INNOVATIVE INTEGRATED LIBERAL AND PROFESSIONAL EDUCATION, CONSTITUTING THE FOUNDATION OF OUR UNDERGRADUATE AND GRADUATE CURRICULUM, PROVIDING GLOBAL EDUCATION, LEADERSHIP OPPORTUNITIES, AND CAREER PREPARATION. COMMITMENT TO ACADEMIC, PROFESSIONAL, AND COMMUNITY SERVICE, PROMOTING OPPORTUNITIES FOR ALL CAMPUS COMMUNITY MEMBERS TO PROVIDE RESPONSIBLE SERVICE OF THE HIGHEST QUALITY TO OTHERS. STEWARDSHIP OF OUR CAMPUS, CARING FOR THE SUSTAINABILITY AND AESTHETICS OF THE ENVIRONMENT BOTH WITHIN AND BEYOND THE CAMPUS. | |
| OUR VISION FOR APPROACHING OUR SECOND CENTURY: | IN 2019 WESTERN NEW ENGLAND WILL CELEBRATE ITS CENTENNIAL AS AN INSTITUTION OF HIGHER EDUCATION. OUR FOCUS WILL CONTINUE TO BE ON THE WHOLE STUDENT, BUT IN A TWENTY-FIRST CENTURY CONTEXT HIGHLIGHTING THE DEMANDS OF A DIVERSE AND GLOBAL SOCIETY, THE ACCELERATING PACE OF TECHNOLOGY, AND THE NECESSITY OF ATTENTION TO ENVIRONMENTAL SUSTAINABILITY. OUR NEXT DECADE WILL BE MARKED BY A CONTINUED DEDICATION TO EXCELLENCE, VISIONARY THINKING, FLEXIBILITY, AND ENTREPRENEURIAL SPIRIT. WE MUST CONTINUE TO DEVELOP AS A COMPREHENSIVE INSTITUTION OFFERING AN INTEGRATED PROGRAM OF LIBERAL AND PROFESSIONAL UNDERGRADUATE AND GRADUATE EDUCATION WHILE ESTABLISHING OURSELVES IN A POSITION OF REGIONAL LEADERSHIP AND NATIONAL RECOGNITION. *PENDING APPROPRIATE APPROVALS | |
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, LINE 11A | THE TRUSTEE AUDIT COMMITTEE REVIEWS THE FORM 990 BEFORE IT IS PASSED ON TO THE FULL BOARD REVIEW. THE AUDIT COMMITTEE'S REVIEW IS ACCOMPLISHED BY PROVIDING THE FORM AND ALL SCHEDULES AND ATTACHMENTS TO THE COMMITTEE THROUGH THE COLLEGE'S SECURE ONLINE WEBSITE. THE ENTIRE RETURN IS AVAILABLE THROUGH THE SECURE ONLINE WEBSITE AND THE COMMITTEE HAS THE OPPORTUNITY TO DISCUSS THE RETURN IN AN OPEN FORUM THAT IS VIEWED BY ALL. ONCE THE COMMITTEE REVIEWS THE RETURN TO ENSURE COMPLIANCE WITH FILING REQUIREMENTS, THE FULL BOARD IS GIVEN ACCESS TO THE SECURE ONLINE WEBSITE BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, LINE 12C | THE COLLEGE ASKS BOTH TRUSTEES AS WELL AS ADMINISTRATIVE EMPLOYEES TO COMPLETE A CONFLICT OF INTEREST STATEMENT EACH YEAR. THE TRUSTEES' STATEMENTS ARE REVIEWED BY IN-HOUSE COUNSEL. IF ANY ISSUES AND/OR CONCERNS ARE FOUND, THE IN-HOUSE COUNSEL BRINGS THE MATTER FORWARD, AS APPROPRIATE, TO ENSURE THAT ALL PARTIES ARE AWARE OF ANY ISSUES. ANY TRUSTEE WITH A CONFLICT ABSTAINS FROM ANY BOARD OR COMMITTEE VOTES AS NECESSARY. EACH YEAR ALL ADMINISTRATIVE STAFF MUST REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN A CONFLICT OF INTEREST STATEMENT. THESE STATEMENTS ARE FORWARDED TO THE HUMAN RESOURCE DEPARTMENT FOR REVIEW. ANY POTENTIAL CONFLICTS ARE BROUGHT FORWARD AS APPROPRIATE. |
| COMPENSATION | FORM 990, PART VI, LINE 15A & 15B | 15A. THE COMPENSATION REVIEW FOR THE PRESIDENT WAS DONE THOUGH AN AD HOC COMMITTEE OF TRUSTEES COMPRISED OF THE CHAIRMAN, VICE CHAIRMAN, SECRETARY, AND TWO OTHER MEMBERS. THE COMPENSATION IS MEASURED AGAINST THE PERFORMANCE OF THE PRESIDENT. SEVERAL SALARY COMPARISONS TO SIMILAR INSTITUTIONS WERE USED IN DETERMINING THE COMPENSATION PACKAGE. THE AD HOC COMPENSATION COMMITTEE RECOMMENDS AN INCREASE TO THE EXECUTIVE COMMITTEE. THE MEMBERS OF THE TRUSTEES' EXECUTIVE COMMITTEE VOTES ON THE INCREASE OF THE COMPENSATION PACKAGE. THE EXECUTIVE COMMITTEE REPORTS THEIR VOTE TO THE FULL BOARD. ALL DOCUMENTATION IS KEPT BY THE CHAIRMAN OF THE BOARD. IN ADDITION, THE PRESIDENT'S OFFICE RETAINS A COPY OF THE PRESIDENT'S SELF EVALUATION. THE MINUTES OF THE COMPENSATION AND EXECUTIVE COMMITTEES ARE KEPT ON FILE IN THE PRESIDENT'S OFFICE. THESE MINUTES, WITH MOTIONS FOR COMPENSATION PACKAGES, ARE MAILED TO ALL TRUSTEES. 15B. THE COMPENSATION FOR OFFICER AND KEY EMPLOYEES WAS MOST HEAVILY MEASURED AGAINST PERFORMANCE OF THE INDIVIDUALS AND THE PUBLISHED SALARY DOCUMENTATION FOR THE COLLEGE AND UNIVERSITY PERSONNEL ASSOCIATION'S (CUPA) SALARY LISTINGS FROM COMPARABLE DATA OF INSTITUTIONS WITHIN THE SAME CATEGORY AS THE COLLEGE. THE CUPA COMPARISON WAS DONE IN CONJUNCTION WITH A "COMPETITIVE ASSESSMENT OF EXECUTIVE COMPENSATION" REPORT BASED ON A STUDY BY PEARL, MEYER & PARTNERS COMPLETED FOR THE BOARD OF TRUSTEES IN DECEMBER 2006. SINCE THE STUDY WAS PERFORMED THERE HAS BEEN AN EFFORT TO BRING STAFF TO THE LEVELS OUTLINED IN THIS ASSESSMENT. THE PRESIDENT DETERMINES THE INCREASE BASED ON PERFORMANCE AND COMPARABLE COMPENSATION DATA; HE REPORTS THE SALARY LEVELS OF KEY EMPLOYEES TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. COMPENSATION RECORDS ARE KEPT IN THE PRESIDENT'S OFFICE. |
| PUBLIC DISCLOSURE | FORM 990, PART VI, LINE 19 | THE IRS FORM 990 IS AVAILABLE UPON REQUEST FORM THE COLLEGE. IT IS POSTED, ALONG WITH THE AUDITED FINANCIAL STATEMENTS, ON THE WEBSITE OF THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE AT WWW.MASS.GOV. THE COLLEGE'S GOVERNING DOCUMENTS, ARTICLES OF INCORPORATION AND BY-LAWS MAY BE REQUESTED FROM THIS OFFICE AND ARE POSTED ON THE WEBSITE FOR THE MASSACHUSETTS SECRETARY OF STATE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON THE COLLEGE'S WEBSITE. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE JOLICOEUR FREEDOM CHARITABLE TRUST | |||||||||||
| 1215 WILBRAHAM ROAD | SPRINGFIELD | MA | 011192684 | 046794820 | CHARITABLE TRUST | MA | NA | TRUST | 0 | 191841 | 1.00000 |
| IRL O BROWN JR CRAT | |||||||||||
| 1215 WILBRAHAM ROAD | SPRINGFIELD | MA | 011192684 | 030531635 | CHARITABLE TRUST | FL | NA | TRUST | 0 | 103380 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |