ASSUMPTION UNIVERSITY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ASSUMPTION UNIVERSITY (EIN 04-2105776)
- Tax period
- 2010-06-01 to 2011-05-31
- Filed
- 2011-12-19
- IRS object ID
- 201113549349300116
- Schema version
- 2010v3.4
- 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 C
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-12-19T12:46:42-07:00 | Timestamp |
| Tax Period End Date | 2011-05-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042105776 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSUMPTION COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ASSU | NameControl |
| Phone | 5087677533 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Salisbury Street | AddressLine1 |
| City | Worcester | City |
| State | MA | State |
| ZIP Code | 016091296 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Christian McCarthy | Name |
| Title | Executive Vice President | Title |
| Phone | 5087677424 | Phone |
| Date Signed | 2011-12-14 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Christian McCarthy | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Salisbury Street | AddressLine1 |
| City | Worcester | City |
| State | MA | State |
| ZIP Code | 01609 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 101199733 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.assumption.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1904 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | Education | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 32 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 31 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1667 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7115255 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8601099 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 87379752 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 89016225 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1857969 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1467672 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1283531 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2114737 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 97636507 | TotalRevenuePriorYear |
| Total Revenue Current Year | 101199733 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 31425860 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 35209438 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 34649577 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 39178025 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 19127 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 10200 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 552377 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 28220967 | OtherExpensePriorYear |
| Other Expenses Current Year | 27124329 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 94315531 | TotalExpensesPriorYear |
| Total Expenses Current Year | 101521992 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3320976 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -322259 | RevenuesLessExpensesCY |
| Total Assets BOY | 180675666 | TotalAssetsBOY |
| Total Assets EOY | 193833861 | TotalAssetsEOY |
| Total Liabilities BOY | 57957837 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 58312343 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 122717829 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 135521518 | NetAssetsOrFundBalancesEOY |
| Mission Description | Education | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 94428238 | Expense |
| Grants | 35209438 | Grants |
| Revenue | 101199733 | Revenue |
| Description | Higher Education | Description |
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 94428238 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 223 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1667 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 32 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 31 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Christian McCarthy | NamePerson |
| Telephone Number | 5087677350 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Salisbury Street | AddressLine1 |
| City | Worcester | City |
| State | MA | State |
| ZIP Code | 016091296 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (44 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 |
|---|---|---|---|---|---|---|---|---|---|
| Laure C Aubuchon | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Francesco Cesareo | |||||||||
| President | 40 | X | 270390 | 0 | 72176 | X | X | X | |
| Timothy Barnicle | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| John Barnosky | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Frederick Bayon DMD | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | X | |||
| Rev Philip Bonvouloir | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Sister Therese Duross | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Rev John Franck | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | X | |||
| Janice Fuller | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Stephen Granger | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Robert Gray | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Rev Claude Grenache AA | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Rev Roland Guillmain AA | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Jeffrey P Lagarce | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Robert Longden | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Thomas Manning | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Christine Cannon Marcks | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Edward McCaffrey | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Michael Sullivan | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Stephen O'Brien | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| James O'Connor | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| James Paugh III | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Ralph Pearson | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Very Rev Marcel Poirier AA | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Rev Peter Precourt AA | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Candace A Race | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Roselly Ramseyer Torres | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Sister Clare Teresa Tjader | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Carolyn Clancy | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Rev Paul Vaudreuil AA | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Michael Tsotsis | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Rev Salvator Musande AA | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Christian McCarthy | |||||||||
| Treasurer | 40 | 199232 | 0 | 36285 | X | X | X | ||
| Catherine WoodBrooks | |||||||||
| Vice President | 40 | 144409 | 0 | 18896 | X | ||||
| Evan Lipp | |||||||||
| Vice President | 40 | 131875 | 0 | 24866 | X | ||||
| Thomas Ryan | |||||||||
| Vice President | 40 | 183231 | 0 | 30539 | X | ||||
| Janet Lambert | |||||||||
| Secretary | 35 | 62699 | 0 | 17258 | X | ||||
| Francis Lazarus | |||||||||
| Provost | 40 | 52892 | 0 | 4100 | X | X | |||
| Jerome Barilla | |||||||||
| Director of Facilities, Planning and Projects | 40 | 125898 | 0 | 11734 | X | ||||
| Dawn Thistle | |||||||||
| Executive Director of Information Technology | 40 | 117060 | 0 | 27085 | X | ||||
| John Kompel | |||||||||
| Director of Finance | 40 | 109152 | 0 | 15316 | X | ||||
| Marc LePain | |||||||||
| Professor | 40 | 106854 | 0 | 24223 | X | ||||
| Theodore Paulauskas | |||||||||
| Director of Athletics | 40 | 107030 | 0 | 0 | X | ||||
| Dr Frederick Travis | |||||||||
| Vice President | 40 | 145290 | 0 | 11859 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1756012 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 294337 | TotalOtherCompensation |
| Number Individuals GT100 K | 16 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Pricewater House Coopers | |||||
| PO Box 7247-80011 | Philadelphia | PA | 19170 | audit service | 169400 |
| Fallon Community Health Plan | |||||
| 10 Chestnut Street | Worcester | MA | 01606 | health service plan | 3340343 |
| United Healthcare | |||||
| 2361 W Plano Pkwy | Plano | TX | 75075 | health care enrollment | 220984 |
| Arthur Collins | |||||
| 788 Mount Elam Road | Fitchburg | MA | 01420 | video services | 124060 |
| Bowditch and Dewey | |||||
| 311 Main Street | Worcester | MA | 01608 | law firm | 115579 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 7611126 | GovernmentGrants |
| All Other Contributions | 989973 | AllOtherContributions |
| Noncash Contributions | 0 | NoncashContributions |
| Total Contributions | 8601099 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition | 611310 | 69722742 | 69722742 | 0 | $0 |
| room | 611310 | 12641167 | 12641167 | 0 | $0 |
| Board | 611310 | 4252188 | 4252188 | 0 | $0 |
| Campus Store | 611310 | 2400128 | 2400128 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 89016225 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1467672 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1467672 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 0 | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Misc Revenue | Description |
| Business Code | 611310 | BusinessCode |
| Total Revenue Column | 2114737 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2114737 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2114737 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 101199733 | TotalRevenueColumn |
| Related Or Exempt Function Income | 92598634 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35209438 | Total |
| Program Services | 35209438 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2012001 | Total |
| Program Services | 1787590 | ProgramServices |
| Management And General | 201200 | ManagementAndGeneral |
| Fundraising | 23211 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29194641 | Total |
| Program Services | 26009289 | ProgramServices |
| Management And General | 2932315 | ManagementAndGeneral |
| Fundraising | 253037 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1873180 | Total |
| Program Services | 1667870 | ProgramServices |
| Management And General | 187318 | ManagementAndGeneral |
| Fundraising | 17992 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3953055 | Total |
| Program Services | 3557749 | ProgramServices |
| Management And General | 336986 | ManagementAndGeneral |
| Fundraising | 58320 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2145148 | Total |
| Program Services | 1909500 | ProgramServices |
| Management And General | 214515 | ManagementAndGeneral |
| Fundraising | 21133 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7169496 | Total |
| Program Services | 6452547 | ProgramServices |
| Management And General | 716949 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159810 | Total |
| Program Services | 143829 | ProgramServices |
| Management And General | 15981 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238602 | Total |
| Program Services | 214742 | ProgramServices |
| Management And General | 23860 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34920 | Total |
| Program Services | 34920 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10200 | Total |
| Fundraising | 10200 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 723000 | Total |
| Program Services | 650700 | ProgramServices |
| Management And General | 72300 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2224730 | Total |
| Program Services | 1988250 | ProgramServices |
| Management And General | 232250 | ManagementAndGeneral |
| Fundraising | 4230 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1513689 | Total |
| Program Services | 1268124 | ProgramServices |
| Management And General | 140903 | ManagementAndGeneral |
| Fundraising | 104662 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3394181 | Total |
| Program Services | 3054963 | ProgramServices |
| Management And General | 307955 | ManagementAndGeneral |
| Fundraising | 31263 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1946838 | Total |
| Program Services | 1742862 | ProgramServices |
| Management And General | 193651 | ManagementAndGeneral |
| Fundraising | 10325 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3928885 | Total |
| Program Services | 3535997 | ProgramServices |
| Management And General | 392888 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 334482 | Total |
| Program Services | 295037 | ProgramServices |
| Management And General | 32782 | ManagementAndGeneral |
| Fundraising | 6663 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 392876 | Total |
| Program Services | 350753 | ProgramServices |
| Management And General | 38973 | ManagementAndGeneral |
| Fundraising | 3150 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3227180 | Total |
| Program Services | 2904462 | ProgramServices |
| Management And General | 322718 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 729885 | Total |
| Program Services | 656897 | ProgramServices |
| Management And General | 72988 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Endowment expenses | 370555 | 333500 | 37055 | |
| Loan Fund | 40922 | 40922 | 0 | |
| Annuity and Life | 16382 | 8191 | 0 | 8191 |
| Plant Fund | 59384 | 53445 | 5939 | |
| Restricted fund | 618512 | 556661 | 61851 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101521992 | Total |
| Program Services | 94428238 | ProgramServices |
| Management And General | 6541377 | ManagementAndGeneral |
| Fundraising | 552377 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21898011 | BOY |
| EOY | 22641145 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120056 | BOY |
| EOY | 257865 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1951875 | BOY |
| EOY | 1907818 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 566053 | BOY |
| EOY | 617189 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3531645 | BOY |
| EOY | 3495474 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 373410 | BOY |
| EOY | 373410 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 971430 | BOY |
| EOY | 1051353 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 124322818 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 48931317 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76188183 | BOY |
| EOY | 75391501 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74240483 | BOY |
| EOY | 87302215 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 834520 | BOY |
| EOY | 795891 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 180675666 | BOY |
| EOY | 193833861 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6823572 | BOY |
| EOY | 9276083 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2189839 | BOY |
| EOY | 2105223 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41347388 | BOY |
| EOY | 39987615 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1326813 | BOY |
| EOY | 945393 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6270225 | BOY |
| EOY | 5998029 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57957837 | BOY |
| EOY | 58312343 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97716435 | BOY |
| EOY | 106252415 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7008512 | BOY |
| EOY | 10800297 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17992882 | BOY |
| EOY | 18468806 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122717829 | BOY |
| EOY | 135521518 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 180675666 | BOY |
| EOY | 193833861 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -322259 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 13125948 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $34,920 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 34920 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchC_P2B_S00_L01 | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1 | ReturnReference |
| Explanation | Assists in obtaining federal grant money. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 70241537 | BeginningOfYearBalance |
| Contributions | 1918676 | Contributions |
| Investment Earnings Or Losses | 12514389 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1719499 | GrantsOrScholarships |
| Other Expenditures | 241762 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 82713341 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 62729684 | BeginningOfYearBalance |
| Contributions | 1638267 | Contributions |
| Investment Earnings Or Losses | 7566793 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1549722 | GrantsOrScholarships |
| Other Expenditures | 143485 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 70241537 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 75196071 | BeginningOfYearBalance |
| Contributions | 3550591 | Contributions |
| Investment Earnings Or Losses | -13835413 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2017474 | GrantsOrScholarships |
| Other Expenditures | 164091 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 62729684 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.64 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.36 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 2250548 | OtherCostOrOtherBasis |
| Book Value | 2250548 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 101789350 | OtherCostOrOtherBasis |
| Depreciation | 39030199 | Depreciation |
| Book Value | 62759151 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 284690 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 284690 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 13450677 | OtherCostOrOtherBasis |
| Depreciation | 7269396 | Depreciation |
| Book Value | 6181281 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 6547553 | OtherCostOrOtherBasis |
| Depreciation | 2631722 | Depreciation |
| Book Value | 3915831 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 75391501 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Refundable government student loans | $2,943,828 |
| Obligations under split interest agreements | $746,787 |
| Asset retirement obligations | $146,165 |
| Liability under interest rate swap agreements | $2,161,249 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5998029 | TotalOfAmounts |
| Total Revenue | 101199733 | TotalRevenue |
| Total Expenses | 101521992 | TotalExpenses |
| Excess Or Deficit For Year | -322259 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 12643452 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $482,496 | OtherAmount |
| Total Adjustments | 13125948 | TotalAdjustments |
| Excess Or Deficit Per FS | 12803689 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 101199733 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 0 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 101199733 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 101199733 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 101521992 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 101521992 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 101521992 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | Financial assistance |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | n/a |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Non operating revenue and expenses |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchE_P01_S00_L03 | Schedule E, Part I, Line 3 | Notice of non discrimination policy is mailed to each student. In addition notices are posted on Campus bullentin boards. |
| SchE_P01_S00_L06 | Schedule E, Part I, Line 6 | The College is awarded federally funded aid to disburse to qualified students. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (9 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| MA and Other State Assistance | 1850 | 4515437 |
| Pell Grant | 330 | 1697637 |
| Federal Work Study | 461 | 444368 |
| FSEOG | 140 | 222465 |
| Federal Academic Competitveness Grant | 154 | 106400 |
| Federal Smart Grant | 11 | 69000 |
| Institutional Aid | 2985 | 27204397 |
| Endowment Scholarships | 1683 | 719797 |
| Restricted scholarships | 112 | 229937 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | The College's Financial Aid office follows all regulations when awarding grants and scholarships. | 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 | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Francesco Cesareo | |||||||||||||
| 270390 | 0 | 0 | 0 | 0 | 0 | 26414 | 0 | 45762 | 0 | 342566 | 0 | 0 | 0 |
| Christian McCarthy | |||||||||||||
| 199232 | 0 | 0 | 0 | 0 | 0 | 16227 | 0 | 20057 | 0 | 235516 | 0 | 0 | 0 |
| Dr Frederick Travis | |||||||||||||
| 145290 | 0 | 0 | 0 | 0 | 0 | 11859 | 0 | 0 | 0 | 157149 | 0 | 0 | 0 |
| Catherine WoodBrooks | |||||||||||||
| 144409 | 0 | 0 | 0 | 0 | 0 | 13019 | 0 | 5877 | 0 | 163305 | 0 | 0 | |
| Evan Lipp | |||||||||||||
| 131875 | 0 | 0 | 0 | 0 | 0 | 11505 | 0 | 13360 | 0 | 156740 | 0 | 0 | 0 |
| Thomas Ryan | |||||||||||||
| 183231 | 0 | 0 | 0 | 0 | 0 | 16918 | 0 | 13620 | 0 | 213769 | 0 | 0 | 0 |
| Janet Lambert | |||||||||||||
| 62699 | 0 | 0 | 0 | 0 | 0 | 4536 | 0 | 12722 | 0 | 79957 | 0 | 0 | |
| Jerome Barilla | |||||||||||||
| 125898 | 0 | 0 | 0 | 0 | 0 | 11399 | 0 | 334 | 0 | 137631 | 0 | 0 | 0 |
| John Kompel | |||||||||||||
| 109152 | 0 | 0 | 0 | 0 | 0 | 9967 | 0 | 5347 | 0 | 124466 | 0 | 0 | 0 |
| Dawn Thistle | |||||||||||||
| 117060 | 0 | 0 | 0 | 0 | 0 | 14253 | 0 | 12831 | 0 | 144144 | 0 | 0 | 0 |
| Theodore Paulauskas | |||||||||||||
| 107030 | 0 | 0 | 0 | 0 | 0 | 10707 | 0 | 11687 | 0 | 129424 | 0 | 0 | 0 |
| Francis Lazarus | |||||||||||||
| 52892 | 0 | 0 | 0 | 0 | 0 | 4100 | 0 | 990 | 0 | 57982 | 0 | 0 | 0 |
| Marc LePain | |||||||||||||
| 106854 | 0 | 0 | 0 | 0 | 0 | 11364 | 0 | 12857 | 0 | 131075 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchJ_P01_S00_L01a | Identifier |
| Return Reference | Schedule J, Part I, Line 1a | ReturnReference |
| Explanation | President lives in an oncampus house. The President and Treasurer both have memberships to the Worcester Club. The President aslo has a social membership to Worcester Country Club. The Director of Athletics has a membership to Central MA Golf Management LLC. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Robert Longden | |||
| Trustee | 142765 | legal service | 0 |
| Timothy Gray | |||
| Son of Trustee | 9990 | consulting | 0 |
| Christian McCarthy | |||
| key employee | 21500 | Director/Treasurer, Fallon | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0B_L11a | Form 990, Part VI, Section B, Line 11a | A draft of the Form 990 was mailed to each member of the Board of Trustees prior to filing. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | At the beginning of each summer, the Secretrary of the Board mails to all College Trustees and Officiers a questionnaire asking them to disclose any related party transactions with the College. A total of seven questions are asked. The questionnaire contains a brief description of what a related party transaction is. A memoroandum also accompanies the questionnaire. The memorandum explains the necessity of completing the related party questionnaire, and emphasizes the fact that the College expects a 100% response. In addition, to the questionnaire and memorandum, the trustees and officiers also receive a two page instructional document which explains in simple terms what a conflict of interest is and why full disclosure of a real or perceived conflict of interest is important. This document also includes a number of recommendation on the subject put forth by the Massachusett Attorney General. Once completed, the questionnaires are returned to the Secretary of the Board, who monitors the responses and follows up with those trustees and officers who are tardy in completing and returning their questionnaire. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | A compensation commitee made up of three College Trustees (the Chair, Vice Chair and Chair of the Finance Committee) establishes the compensation of the President of the College on an annual basis. The Compensation Committee uses comparable compensation data which is published annually by the Chronicle of Higher Education. Other Officers and key employees are normally reviewed by the President of the College who makes adjustments in their salaries based on performance facotrs and also based on the Chronicle of Higher Education. The compensation of the Vice-Presidents is reviewed by the Compensation Committee annually. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | For interested third parties, all of the College's governing documents are availabel on request from the Secretary at Assumption College, 500 Salisbury Street Worcester,MA 01609. For all employees of the College, all of the policies and procedures including the whistle blower policy, conflict of interest policy and others are available via our internal on-line portal system. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Nonoperating revenue and expenses |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Extension was filed and accepted by IRS- filing is not late | Explanation |