BOWDOIN COLLEGE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BOWDOIN COLLEGE (EIN 01-0215213)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-12
- IRS object ID
- 202611329349306966
- Schema version
- 2024v5.1
- 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) |
|---|---|---|
| Return | 2026-05-12T16:02:15+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 East Randolph Drive Suite 5500 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606016436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010215213 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bowdoin College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOWD | BusinessNameControlTxt |
| Phone | 2077215078 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 COLLEGE STATION | AddressLine1Txt |
| City | BRUNSWICK | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 040118445 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAFA ZAKI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TARA KENNEY | PreparerPersonNm |
| PTIN | P01245482 | PTIN |
| Phone | 3126651000 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAFA ZAKI | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 COLLEGE STATION | AddressLine1Txt |
| City | BRUNSWICK | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 040118445 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,035,633,000 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BOWDOIN.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1794 | FormationYr |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Activity Or Mission | FOUR-YEAR PRIVATE UNDERGRADUATE LIBERAL ARTS COLLEGE. SEE PART III, LINE 1 FOR DETAILED MISSION | ActivityOrMissionDesc |
| Voting Members Governing Body | 40 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 3087 | TotalEmployeeCnt |
| Total Volunteers | 2171 | TotalVolunteersCnt |
| Total Gross UBI | $7,325,000 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $48,332,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $83,574,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $154,470,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $165,481,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $165,689,000 | PYInvestmentIncomeAmt |
| CY Investment Income | $199,690,000 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,285,000 | PYOtherRevenueAmt |
| CY Other Revenue | $824,000 | CYOtherRevenueAmt |
| PY Total Revenue | $369,776,000 | PYTotalRevenueAmt |
| CY Total Revenue | $449,569,000 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $65,651,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $71,645,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $140,221,000 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $150,708,000 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $22,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $28,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $9,805,000 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $90,573,000 | PYOtherExpensesAmt |
| CY Other Expenses | $103,455,000 | CYOtherExpensesAmt |
| PY Total Expenses | $296,467,000 | PYTotalExpensesAmt |
| CY Total Expenses | $325,836,000 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $73,309,000 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $123,733,000 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,234,630,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,560,577,000 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $431,934,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $432,077,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,802,696,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,128,500,000 | NetAssetsOrFundBalancesEOYAmt |
| Mission | IT IS THE MISSION OF THE COLLEGE TO ENGAGE STUDENTS OF UNCOMMON PROMISE IN AN INTENSE FULL-TIME EDUCATION OF THEIR MINDS, EXPLORATION OF THEIR CREATIVE FACULTIES, AND DEVELOPMENT OF THEIR SOCIAL AND LEADERSHIP ABILITIES IN A FOUR-YEAR COURSE OF STUDY AND RESIDENCE THAT CONCLUDES WITH A BACCALAUREATE DEGREE IN THE LIBERAL ARTS. THE FULL TEXT OF THE COLLEGE'S MISSION STATEMENT IS AVAILABLE ON THE ORGANIZATION'S WEBSITE AT HTTPS://WWW.BOWDOIN.EDU/ABOUT/MISSION/INDEX.HTML (ALL LOWER CASE). | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $266,119,000 | ExpenseAmt |
| Grant | $71,645,000 | GrantAmt |
| Revenue | $166,305,000 | RevenueAmt |
| Desc | DURING FISCAL YEAR 2025, BOWDOIN ENROLLED 1,858 FULL-TIME EQUIVALENT (FTE) STUDENTS, NOT INCLUDING 173 FTE STUDENTS WHO STUDIED OFF CAMPUS; 95% COMPLETE THE DEGREE WITHIN FIVE YEARS; THE STUDENT/FACULTY RATIO IS 9:1; 98% OF FACULTY HAS A PH.D. OR EQUIVALENT. AS OF JUNE 2025, 43,978 STUDENTS HAVE MATRICULATED AT BOWDOIN COLLEGE, AND 35,896 DEGREES IN ACADEMIC PROGRAMS HAVE BEEN AWARDED. | Desc |
| Total Program Service Expenses | $266,119,000 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | Yes (true) | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 605 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3087 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | Yes (true) | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 40 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 39 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REBECCA COREY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2077215078 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 COLLEGE STATION | AddressLine1Txt |
| City | BRUNSWICK | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 040118445 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (60 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| DIANA L SPAGNUOLO | |||||||||
| VICE CHAIR | 8.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SAFA ZAKI | |||||||||
| PRESIDENT | 40.0 | Yes (X) | Yes (X) | $936,509 | $0 | $184,357 | |||
| SCOTT B PERPER | |||||||||
| CHAIR | 8.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ALISON E RUNDLETT | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW E SERWER | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| ANN HAMBELTON KENYON | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| ARTHUR E BLACK | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| BERTRAND GARCIA-MORENO | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID G BROWN | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| ELLEN L P CHAN | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| HOLLY E MALONEY | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| JEFF D EMERSON | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| JENNIFER GOLDSMITH ADAMS | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOAN BENOIT SAMUELSON | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN F MCQUILLAN JR | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN K L THORNDIKE | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH ADU | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH V MCDEVITT JR | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| JULIA L DAVIDSON | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN N WALKER | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| KATHRYN ROCHE HOPE | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| KATIE R BENNER | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| KAYLA D BAKER | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARY HOGAN PREUSSE | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHEL BAMANI | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| MITCHELL S ZUKLIE | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| MOLLY H KING | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| PAULA M WARDYNSKI | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| PETER J BERNARD | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| PHILIP W SCHILLER | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| R STEWART STRAWBRIDGE | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT T FRIEDMAN | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| RUSSELL C CRANDALL | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| SHELLEY A HEARNE | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| SYDNEY ASBURY | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| TASHA VANDERLINDE IRVING | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| TEJUS AJMERA | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| TRACY R WOLSTENCROFT | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| TYREE P JONES JR | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM S ANDERSON | |||||||||
| TRUSTEE | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| MATTHEW ORLANDO | |||||||||
| SVP FINANCE & ADMIN/TREASURER | 40.0 | Yes (X) | $526,166 | $0 | $92,215 | ||||
| BENJE DOUGLAS | |||||||||
| SVP FOR INCLUSION & DIVERSITY | 40.0 | $300,740 | $0 | $68,778 | Yes (X) | ||||
| CHRISTINA FINNERAN | |||||||||
| SVP/INSTITUTIONAL RESEARCH | 40.0 | $221,380 | $0 | $64,360 | Yes (X) | ||||
| CLAUDIA MARROQUIN | |||||||||
| SVP/DEAN ADMISSIONS & ST. AID | 40.0 | $350,304 | $0 | $62,039 | Yes (X) | ||||
| ELIZABETH ORLIC | |||||||||
| SVP/CHIEF OF STAFF | 40.0 | $362,900 | $0 | $81,103 | Yes (X) | ||||
| HEATHER KRAJEWSKI | |||||||||
| SVP FOR DEVELOPMENT & AR | 40.0 | $391,379 | $0 | $11,548 | Yes (X) | ||||
| JAMES HOPPE | |||||||||
| SVP/DEAN FOR STUDENT AFFAIRS | 40.0 | $260,376 | $0 | $2,369 | Yes (X) | ||||
| JANET LOHMANN | |||||||||
| SVP/DEAN FOR STUDENT AFFAIRS | 40.0 | $437,014 | $0 | $48,928 | Yes (X) | ||||
| JENNIFER SCANLON | |||||||||
| SVP/DEAN FOR ACADEMIC AFFAIRS | 40.0 | $489,716 | $0 | $81,469 | Yes (X) | ||||
| K NILES BRYANT | |||||||||
| SVP/CHIEF INVESTMENTS OFFICER | 40.0 | $2,075,729 | $0 | $68,090 | Yes (X) | ||||
| MICHAEL CATO | |||||||||
| SVP/CHIEF INFORMATION OFFICER | 40.0 | $454,085 | $0 | $82,378 | Yes (X) | ||||
| SCOTT HOOD | |||||||||
| SVP FOR COMM & PUBLIC AFFAIRS | 40.0 | $363,766 | $0 | $64,993 | Yes (X) | ||||
| SCOTT MEIKLEJOHN | |||||||||
| SVP FOR DEVELOPMENT & AR | 40.0 | $332,140 | $0 | $101,557 | Yes (X) | ||||
| ASHLEY CONRAD | |||||||||
| ENDOWMENT CHIEF OP OFFICER | 40.0 | $471,451 | $0 | $72,528 | Yes (X) | ||||
| BORIS RAYKIN | |||||||||
| DIRECTOR OF INVESTMENTS | 40.0 | $1,054,646 | $0 | $49,510 | Yes (X) | ||||
| BRUCE KOHORN | |||||||||
| FACULTY | 40.0 | $352,193 | $0 | $23,918 | Yes (X) | ||||
| PAGE MACHLIN | |||||||||
| DIRECTOR OF INVESTMENTS | 40.0 | $1,026,872 | $0 | $48,820 | Yes (X) | ||||
| TAMA SPOERRI | |||||||||
| VP FOR HUMAN RESOURCES | 40.0 | $347,284 | $0 | $79,947 | Yes (X) | ||||
| ELIZABETH MCCORMACK | |||||||||
| FRMR SVP FOR ACADEMIC AFFAIRS | 40.0 | $171,430 | $0 | $51,563 | Yes (X) | ||||
| STEPHANIE FROST | |||||||||
| FRMR SVP FOR DEVELOPMENT & AR | 40.0 | $333,000 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $11,259,080 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,340,470 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 341 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JF SCOTT CONSTRUCTION | |||||
| 20 ROYAL STREET | WINTHROP | ME | 04364 | CONST. SERVICES | $6,364,649 |
| COLLABORATIVE SOLUTIONS LLC | |||||
| 300 FRANK W BURR BLVD | TEANECK | NJ | 07666 | SOFTWARE SERVICES | $3,548,706 |
| WRIGHT-RYAN CONSTRUCTION INC | |||||
| 10 DANFORTH STREET | PORTLAND | ME | 04101 | CONST. SERVICES | $2,423,109 |
| CIGNA | |||||
| PO BOX 644546 | PITTSBURGH | PA | 15264 | BENEFITS ADMIN FEES/PREMIUMS | $1,859,575 |
| GREAT FALLS CONSTRUCTION | |||||
| 20 MECHANIC STREET | GORHAM | ME | 04038 | CONST. SERVICES | $1,365,705 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 76 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $4,025,000 | GovernmentGrantsAmt |
| All Other Contributions | $79,549,000 | AllOtherContributionsAmt |
| Noncash Contributions | $1,728,000 | NoncashContributionsAmt |
| Total Contributions | $83,574,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| TUITION AND FEES | 611710 | $125,735,000 | $125,735,000 | $0 | $0 |
| ROOM AND BOARD | 611710 | $32,699,000 | $32,699,000 | $0 | $0 |
| AUXILIARY ENTERPRISES | 611710 | $4,899,000 | $4,606,000 | $293,000 | $0 |
| OFF-CAMPUS STUDY | 611710 | $991,000 | $991,000 | $0 | $0 |
| APPLICATION FEES | 611710 | $173,000 | $173,000 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $984,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $984,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $165,481,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,501,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,966,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,535,000 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $38,000 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $38,000 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $38,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $768,198,000 | SecuritiesAmt |
| Other | $55,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $585,685,000 | SecuritiesAmt |
| Other | $379,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $182,513,000 | SecuritiesAmt |
| Other | -$324,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $182,189,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,066,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $181,123,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| REUNION WEEKEND | 611710 | $385,000 | $385,000 | $0 | $0 |
| $0 | $0 | $0 | $0 | ||
| $0 | $0 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $401,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $401,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $786,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $449,569,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $166,012,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $7,325,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $192,658,000 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $756,000 | TotalAmt |
| Program Services | $756,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,785,000 | TotalAmt |
| Program Services | $70,785,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,000 | TotalAmt |
| Program Services | $104,000 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,061,000 | TotalAmt |
| Program Services | $3,519,000 | ProgramServicesAmt |
| Management And General | $4,337,000 | ManagementAndGeneralAmt |
| Fundraising | $1,205,000 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,000 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $204,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,184,000 | TotalAmt |
| Program Services | $85,559,000 | ProgramServicesAmt |
| Management And General | $14,653,000 | ManagementAndGeneralAmt |
| Fundraising | $4,972,000 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,791,000 | TotalAmt |
| Program Services | $8,900,000 | ProgramServicesAmt |
| Management And General | $1,324,000 | ManagementAndGeneralAmt |
| Fundraising | $567,000 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,507,000 | TotalAmt |
| Program Services | $14,881,000 | ProgramServicesAmt |
| Management And General | $1,740,000 | ManagementAndGeneralAmt |
| Fundraising | $886,000 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,961,000 | TotalAmt |
| Program Services | $6,476,000 | ProgramServicesAmt |
| Management And General | $1,039,000 | ManagementAndGeneralAmt |
| Fundraising | $446,000 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,477,000 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,477,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $554,000 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $554,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,800 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $81,800 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,000 | TotalAmt |
| Fundraising | $28,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,000 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $421,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,512,000 | TotalAmt |
| Program Services | $4,745,000 | ProgramServicesAmt |
| Management And General | $2,276,000 | ManagementAndGeneralAmt |
| Fundraising | $491,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,000 | TotalAmt |
| Program Services | $18,000 | ProgramServicesAmt |
| Management And General | $117,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,576,000 | TotalAmt |
| Program Services | $5,154,000 | ProgramServicesAmt |
| Management And General | $923,000 | ManagementAndGeneralAmt |
| Fundraising | $499,000 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,095,000 | TotalAmt |
| Program Services | $5,457,000 | ProgramServicesAmt |
| Management And General | $2,638,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,238,000 | TotalAmt |
| Program Services | $7,477,000 | ProgramServicesAmt |
| Management And General | $1,726,000 | ManagementAndGeneralAmt |
| Fundraising | $35,000 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,683,000 | TotalAmt |
| Program Services | $4,849,000 | ProgramServicesAmt |
| Management And General | $497,000 | ManagementAndGeneralAmt |
| Fundraising | $337,000 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,177,000 | TotalAmt |
| Program Services | $792,000 | ProgramServicesAmt |
| Management And General | $101,000 | ManagementAndGeneralAmt |
| Fundraising | $284,000 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,223,000 | TotalAmt |
| Program Services | $13,085,000 | ProgramServicesAmt |
| Management And General | $1,138,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,278,000 | TotalAmt |
| Program Services | $17,034,000 | ProgramServicesAmt |
| Management And General | $3,244,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,217,000 | TotalAmt |
| Program Services | $1,035,000 | ProgramServicesAmt |
| Management And General | $182,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROVISION FOR EXCISE TAXES | $6,667,000 | $0 | $6,667,000 | $0 |
| PURCHASES FOR RESALE | $5,407,000 | $5,407,000 | $0 | $0 |
| LIBRARY MATERIALS | $3,818,000 | $3,818,000 | $0 | $0 |
| FACILITIES, MAINT, REP | $3,413,000 | $3,242,000 | $171,000 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,482,200 | TotalAmt |
| Program Services | $3,026,000 | ProgramServicesAmt |
| Management And General | $2,401,200 | ManagementAndGeneralAmt |
| Fundraising | $55,000 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,836,000 | TotalAmt |
| Program Services | $266,119,000 | ProgramServicesAmt |
| Management And General | $49,912,000 | ManagementAndGeneralAmt |
| Fundraising | $9,805,000 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,957,000 | BOYAmt |
| EOY | $80,961,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,208,000 | BOYAmt |
| EOY | $39,166,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,114,000 | BOYAmt |
| EOY | $1,605,000 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $606,000 | BOYAmt |
| EOY | $404,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,652,000 | BOYAmt |
| EOY | $1,671,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,048,000 | BOYAmt |
| EOY | $8,863,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $679,867,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $265,901,000 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $392,836,000 | BOYAmt |
| EOY | $413,966,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,993,000 | BOYAmt |
| EOY | $108,921,000 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,595,912,000 | BOYAmt |
| EOY | $2,879,479,000 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,304,000 | BOYAmt |
| EOY | $25,541,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,234,630,000 | BOYAmt |
| EOY | $3,560,577,000 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,096,000 | BOYAmt |
| EOY | $31,722,000 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $782,000 | BOYAmt |
| EOY | $664,000 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,682,000 | BOYAmt |
| EOY | $82,746,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,000 | BOYAmt |
| EOY | $29,000 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,458,000 | BOYAmt |
| EOY | $3,900,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,763,000 | BOYAmt |
| EOY | $313,016,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $431,934,000 | BOYAmt |
| EOY | $432,077,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $343,950,000 | BOYAmt |
| EOY | $368,595,000 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,458,746,000 | BOYAmt |
| EOY | $2,759,905,000 | EOYAmt |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,802,696,000 | BOYAmt |
| EOY | $3,128,500,000 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,234,630,000 | BOYAmt |
| EOY | $3,560,577,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $123,733,000 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $202,464,000 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$393,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,857,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,006,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,085,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,332,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83,574,000 | CurrentTaxYearAmt |
| Total | $278,854,000 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,857,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,006,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,085,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,332,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83,574,000 | CurrentTaxYearAmt |
| Total | $278,854,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,267,721 | SubstantialContributorsTotAmt |
| Public Support Total170 | $274,586,279 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,266,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,721,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,648,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,286,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,573,000 | CurrentTaxYearAmt |
| Total | $58,494,000 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,082,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,584,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,625,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,810,000 | CurrentTaxYearAmt |
| Total | $17,101,000 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $83,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $354,532,000 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $727,310,000 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75956 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Public Support PY509 | 0.0 | PublicSupportPY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
| Investment Income PY | 0.0 | InvestmentIncomePYPct |
| Private Foundation509 | Yes (X) | PrivateFoundation509Ind |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Adj Net Income Distributable | $0 | CYAdjNetIncomeDistributableAmt |
| CY Pct85 Adjusted Net Income | $0 | CYPct85AdjustedNetIncomeAmt |
| CY Total Min Ast Distributable | $0 | CYTotalMinAstDistributableAmt |
| CY Greater Adjusted Minimum | $0 | CYGreaterAdjustedMinimumAmt |
| CY Income Tax Imposed PY | $0 | CYIncomeTaxImposedPYAmt |
| CY Distributable As Adjusted | $0 | CYDistributableAsAdjustedAmt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - FUNDRAISING RECEIPTS, COLUMN A - 0.0, COLUMN B - 43000.0, COLUMN C - 0.0, COLUMN D - 40000.0, COLUMN E - 0.0, COLUMN F - 83000.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $19,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $62,800 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $81,800 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MET WITH CONGRESSIONAL LEADERS IN WASHINGTON, D.C. REGARDING COMPONENTS OF THE ONE BIG BEAUTIFUL BILL ACT. THE ORGANIZATION PAID FOR GOVERNMENT RELATIONS AND CONSULTING SERVICES IN WASHINGTON, D.C. THE ORGANIZATION PAYS MEMBERSHIP DUES TO ASSOCIATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,583,406,000 | BeginningYearBalanceAmt |
| Contributions | $79,527,000 | ContributionsAmt |
| Investment Earnings Or Losses | $388,732,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $56,427,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $68,814,000 | OtherExpendituresAmt |
| Administrative Expenses | $14,702,000 | AdministrativeExpensesAmt |
| End Year Balance | $2,911,722,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,422,201,000 | BeginningYearBalanceAmt |
| Contributions | $25,174,000 | ContributionsAmt |
| Investment Earnings Or Losses | $259,519,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $50,335,194 | GrantsOrScholarshipsAmt |
| Other Expenditures | $64,460,806 | OtherExpendituresAmt |
| Administrative Expenses | $8,692,000 | AdministrativeExpensesAmt |
| End Year Balance | $2,583,406,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,472,818,000 | BeginningYearBalanceAmt |
| Contributions | $39,479,000 | ContributionsAmt |
| Investment Earnings Or Losses | $13,066,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $42,432,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $50,468,000 | OtherExpendituresAmt |
| Administrative Expenses | $10,262,000 | AdministrativeExpensesAmt |
| End Year Balance | $2,422,201,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,718,438,000 | BeginningYearBalanceAmt |
| Contributions | $33,193,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$189,622,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $37,956,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $44,283,000 | OtherExpendituresAmt |
| Administrative Expenses | $6,952,000 | AdministrativeExpensesAmt |
| End Year Balance | $2,472,818,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,780,970,000 | BeginningYearBalanceAmt |
| Contributions | $21,252,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,004,524,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $35,295,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $42,401,000 | OtherExpendituresAmt |
| Administrative Expenses | $10,612,000 | AdministrativeExpensesAmt |
| End Year Balance | $2,718,438,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0807 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.9193 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,994,000 | OtherCostOrOtherBasisAmt |
| Book Value | $7,994,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $540,491,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $203,655,000 | DepreciationAmt |
| Book Value | $336,836,000 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,048,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,355,000 | DepreciationAmt |
| Book Value | $2,693,000 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,691,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,538,000 | DepreciationAmt |
| Book Value | $12,153,000 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $71,643,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,353,000 | DepreciationAmt |
| Book Value | $54,290,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $413,966,000 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| FIXED INCOME | $13,071,000 | F |
| EQUITIES | $532,543,000 | F |
| ABSOLUTE RETURN | $950,132,000 | F |
| ALTERNATIVE INVESTMENTS | $1,383,733,000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,879,479,000 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (9 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| LIABILITY: POST-RETIREMENT BENEFITS | $18,642,000 |
| ASSET RETIREMENT OBLIGATION | $1,569,000 |
| LIABILITY FOR PV OF LIFE INCOME | $12,442,000 |
| FAIR VALUE OF INTEREST RATE SWAP | $2,259,000 |
| DEFERRED TAX LIABILITY | $9,000,000 |
| EXCISE TAX LIABILITY | $3,623,000 |
| TAXABLE BOND LIABILITIES | $256,017,000 |
| OPERATING/FINANCING LEASE LIAB | $9,464,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $313,016,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $635,043,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $202,464,000 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | -$393,000 | OtherRevenueAmt |
| Revenue Not Reported | $202,071,000 | RevenueNotReportedAmt |
| Revenue Subtotal | $432,972,000 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $15,191,000 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,406,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $16,597,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $449,569,000 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $309,239,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $309,239,000 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $15,191,000 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,406,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $16,597,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $325,836,000 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 1a Collections of art - financial statement footnote | THE COLLEGE DOES NOT CAPITALIZE COLLECTIONS, PRIMARILY ART OBJECTS, AS THEY ARE HELD FOR PUBLIC EXHIBITION AND EDUCATION RATHER THAN FINANCIAL GAIN. PROCEEDS FROM THE SALE OF COLLECTION ITEMS ARE USED TO ACQUIRE OTHER ITEMS FOR COLLECTION. |
| Schedule D, Part III, Line 4 Collections of art - description of collections | COLLEGE COLLECTIONS ARE PRIMARILY ART OBJECTS HELD FOR PUBLIC EXHIBITION AND EDUCATION. |
| Schedule D, Part IV, Line 2b Explanation of escrow agreement | THE COLLEGE HOLDS $29,000 OF SECURITY DEPOSITS ON ITS RENTAL PROPERTIES. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE COLLEGE'S ENDOWMENT IS INVESTED WITH THE INTENT OF BALANCING THE GOALS OF GENERATING A STEADY, STABLE STREAM OF FUNDS TO SUPPORT THE CURRENT OPERATIONS OF THE COLLEGE WHILE PRESERVING THE PURCHASING POWER OF THE ENDOWMENT TO SUPPORT PROGRAMS AND INITIATIVES FOR FUTURE GENERATIONS OF BOWDOIN STUDENTS. THE TOP FOUR USES OF THE ENDOWMENT FOR FY 2025 WERE AS FOLLOWS: FINANCIAL AID 46.5%; FACULTY COMPENSATION, ACADEMIC PROGRAMS AND RESEARCH 24.1%; GENERAL OPERATIONS 17.9%; LIBRARY AND MUSEUM PROGRAM SUPPORT 6.4%. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | THE COLLEGE IS A NOT-FOR-PROFIT ORGANIZATION AND IS GENERALLY EXEMPT FROM INCOME TAXES AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED. THE COLLEGE ASSESSES UNCERTAIN TAX POSITIONS AND HAS DETERMINED THERE WERE NO SUCH POSITIONS THAT HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | NET UNREALIZED LOSS ON INTEREST RATE SWAP - -194000 POSTRETIREMENT-RELATED CHANGES OTHER THAN NET PERIODIC COST - -1016000 NET CHANGE IN ANNUITY AND LIFE INCOME FUNDS - 939000 GAIN ON ASSET RETIREMENT OBLIGATION - 2000 UNCOLLECTIBLE PLEDGES - -124000 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | DEFERRED & EXCISE TAX LIABILITIES - 1406000 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | DEFERRED & EXCISE TAX LIABILITIES - 1406000 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | false | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | THE ORGANIZATION MEETS THE CRITERIA ESTABLISHED IN SECTION 4.0 REVENUE PROCEDURE 75-50. THE COLLEGE DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONWIDE AND WORLDWIDE AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY. IT SATISFIES THE PUBLICITY REQUIREMENT BY INCLUDING A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS IN ALL ITS BROCHURES AND CATALOGS DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS. IT ALSO REFERENCES ITS RACIALLY NONDISCRIMINATORY POLICY IN OTHER WRITTEN ADVERTISING THAT IT USES AS A MEANS OF INFORMING PROSPECTIVE STUDENTS OF ITS PROGRAMS. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | THE COLLEGE PARTICIPATES IN VARIOUS STUDENT FINANCIAL AID PROGRAMS FROM THE U.S. DEPARTMENT OF EDUCATION, INCLUDING THE FOLLOWING: PELL GRANTS, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS AND COLLEGE WORK STUDY PROGRAMS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (23 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt | OfficesOfficesCnt | EmployeeEmployeeCnt |
|---|---|---|---|---|---|
| Central America and the Caribbean | Grantmaking | $51,000 | |||
| East Asia and the Pacific | Grantmaking | $16,000 | |||
| Europe (Including Iceland and Greenland) | Grantmaking | $23,000 | |||
| Middle East and North Africa | Grantmaking | $13,000 | |||
| North America (Canada & Mexico only) | Grantmaking | $1,000 | |||
| Central America and the Caribbean | Investments | $1,160,629,000 | |||
| Europe (Including Iceland and Greenland) | Investments | $72,658,000 | |||
| North America (Canada & Mexico only) | Investments | $2,000 | |||
| Sub-Saharan Africa | Investments | $54,081,000 | |||
| Europe (Including Iceland and Greenland) | Fundraising | $7,000 | |||
| Central America and the Caribbean | Program Services | $2,000 | PROGRAM SERVICES ACTIVITY INCLUDES STUDENT EDUCATION RELATED TRAVEL, FACULTY AND STAFF PROFESSIONAL DEVELOPMENT, RESEARCH, AND RELATED TRAVEL. | ||
| East Asia and the Pacific | Program Services | $34,000 | PROGRAM SERVICES ACTIVITY INCLUDES STUDENT EDUCATION RELATED TRAVEL, FACULTY AND STAFF PROFESSIONAL DEVELOPMENT, RESEARCH, AND RELATED TRAVEL. | ||
| Europe (Including Iceland and Greenland) | Program Services | $156,000 | PROGRAM SERVICES ACTIVITY INCLUDES STUDENT EDUCATION RELATED TRAVEL, FACULTY AND STAFF PROFESSIONAL DEVELOPMENT, RESEARCH, AND RELATED TRAVEL. | ||
| Middle East and North Africa | Program Services | $4,000 | PROGRAM SERVICES ACTIVITY INCLUDES STUDENT EDUCATION RELATED TRAVEL, FACULTY AND STAFF PROFESSIONAL DEVELOPMENT, RESEARCH, AND RELATED TRAVEL. | ||
| North America (Canada & Mexico only) | Program Services | $67,000 | PROGRAM SERVICES ACTIVITY INCLUDES STUDENT EDUCATION RELATED TRAVEL, FACULTY AND STAFF PROFESSIONAL DEVELOPMENT, RESEARCH, AND RELATED TRAVEL. | ||
| South America | Program Services | $26,000 | PROGRAM SERVICES ACTIVITY INCLUDES STUDENT EDUCATION RELATED TRAVEL, FACULTY AND STAFF PROFESSIONAL DEVELOPMENT, RESEARCH, AND RELATED TRAVEL. | ||
| South Asia | Program Services | $3,000 | PROGRAM SERVICES ACTIVITY INCLUDES STUDENT EDUCATION RELATED TRAVEL, FACULTY AND STAFF PROFESSIONAL DEVELOPMENT, RESEARCH, AND RELATED TRAVEL. | ||
| Sub-Saharan Africa | Program Services | $5,000 | PROGRAM SERVICES ACTIVITY INCLUDES STUDENT EDUCATION RELATED TRAVEL, FACULTY AND STAFF PROFESSIONAL DEVELOPMENT, RESEARCH, AND RELATED TRAVEL. | ||
| East Asia and the Pacific | Program Services | $7,000 | STUDENT RECRUITMENT | ||
| Europe (Including Iceland and Greenland) | Program Services | $4,000 | STUDENT RECRUITMENT | ||
| North America (Canada & Mexico only) | Program Services | $5,000 | STUDENT RECRUITMENT | ||
| South America | Program Services | $2,000 | STUDENT RECRUITMENT | ||
| North America (Canada & Mexico only) | Program Services | $258,000 | SCIENTIFIC STATION | 1 | 11 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 1 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 11 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Subtotal Spent | $1,287,770,000 | SubtotalSpentAmt |
| Continuation Spent | $284,000 | ContinuationSpentAmt |
| Total Spent | $1,288,054,000 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|---|
| FINANCIAL AID | Central America and the Caribbean | 1 | $51,000 | WIRE TRANSFER | $0 |
| FINANCIAL AID | East Asia and the Pacific | 2 | $16,000 | WIRE TRANSFER | $0 |
| FINANCIAL AID | Europe (Including Iceland and Greenland) | 8 | $23,000 | WIRE TRANSFER | $0 |
| FINANCIAL AID | Middle East and North Africa | 1 | $13,000 | WIRE TRANSFER | $0 |
| FINANCIAL AID | North America (Canada & Mexico only) | 1 | $1,000 | WIRE TRANSFER | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | ELIGIBILITY FOR BOWDOIN GRANT ASSISTANCE IS "NEED BASED DETERMINED THROUGH ANALYSIS OF A FAMILY'S INCOME AND ASSETS. FAMILY INFORMATION IS COLLECTED THROUGH THE COLLEGE BOARD'S CSS/FINANCIAL AID PROFILE FORM, FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) AND THE FAMILY'S FEDERAL INCOME TAX RETURNS. EXCEPT FOR NATIONAL MERIT SCHOLARSHIPS, THE COLLEGE DOES NOT OFFER MERIT BASED AID. THE COLLEGE MAINTAINS A STUDENT AID OFFICE TO COUNSEL STUDENTS/FAMILIES ON HOW TO AFFORD A BOWDOIN EDUCATION AND TO ENSURE THAT AWARDS ARE IN COMPLIANCE WITH ESTABLISHED POLICIES AND PROCEDURES. |
| Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual |
| Schedule F, Part III Method used to account for expenditures on org's financial statements | CENTRAL AMERICA AND THE CARIBBEAN -Accrual EAST ASIA AND THE PACIFIC -Accrual EUROPE (INCLUDING ICELAND AND GREENLAND) -Accrual MIDDLE EAST AND NORTH AFRICA -Accrual NORTH AMERICA (CANADA & MEXICO ONLY) -Accrual |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD A JOYCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING CONSULTANT | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $28,000 | RetainedByContractorAmt |
| Net To Organization | -$28,000 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $28,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$28,000 | TotalNetToOrganizationAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN |
|---|---|---|---|---|---|---|---|---|
| TOWN OF BRUNSWICK | ||||||||
| 85 UNION STREET | BRUNSWICK | ME | 04011 | GOV'T | $606,230 | $0 | CONTRIBUTION | |
| BRUNSWICK DOWNTOWN ASSOCIATION | ||||||||
| PO BOX 15 | BRUNSWICK | ME | 04011 | 501(C)(3) | $30,000 | $0 | CONTRIBUTION | 753131242 |
| TOWN OF HARPSWELL | ||||||||
| PO BOX 39 | HARPSWELL | ME | 04079 | GOV'T | $21,900 | $0 | CONTRIBUTION | |
| TEDFORD HOUSING | ||||||||
| PO BOX 958 | BRUNSWICK | ME | 04011 | 501(C)(3) | $20,000 | $0 | CONTRIBUTION | 010422035 |
| UNITED WAY OF MID COAST MAINE | ||||||||
| 34 WING FARM PARKWAY | BATH | ME | 04530 | 501(C)(3) | $7,500 | $0 | CONTRIBUTION | 016004866 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| FINANCIAL AID FOR UNDERGRAD ST. | 1081 | $66,889,000 | $0 |
| STUDENT RESEARCH FELLOWSHIPS | 898 | $3,226,000 | $0 |
| GRAD. STUDENT AID & POST GRAD. AWARDS | 111 | $407,000 | $0 |
| ACADEMIC & OTHER STUDENT AWARDS | 394 | $263,000 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | GRANTS TO ORGANIZATIONS IN THE U.S. THE ALLOCATION OF GRANTS AND OTHER ASSISTANCE TO LOCAL ORGANIZATIONS AND MUNICIPALITIES IS DETERMINED ON AN ANNUAL BASIS BY THE SENIOR VICE PRESIDENT FOR FINANCE AND ADMINISTRATION AND TREASURER. GRANTS TO INDIVIDUALS IN THE U.S. ELIGIBILITY FOR BOWDOIN GRANT ASSISTANCE IS "NEED BASED DETERMINED THROUGH ANALYSIS OF A FAMILY'S INCOME AND ASSETS. FAMILY INFORMATION IS COLLECTED THROUGH THE COLLEGE BOARD'S CSS/FINANCIAL AID PROFILE FORM, FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) AND THE FAMILY'S FEDERAL INCOME TAX RETURNS. EXCEPT FOR NATIONAL MERIT SCHOLARSHIPS, THE COLLEGE DOES NOT OFFER MERIT BASED AID. THE COLLEGE MAINTAINS A STUDENT AID OFFICE TO COUNSEL STUDENTS/FAMILIES ON HOW TO AFFORD A BOWDOIN EDUCATION AND TO ENSURE THAT AWARDS ARE IN COMPLIANCE WITH ESTABLISHED POLICIES AND PROCEDURES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SAFA ZAKI | ||||||||||||||
| PRESIDENT | $911,252 | $0 | $0 | $0 | $25,257 | $0 | $99,977 | $0 | $84,380 | $0 | $1,120,866 | $0 | $0 | $0 |
| MATTHEW ORLANDO | ||||||||||||||
| SVP FINANCE & ADMIN/TREASURER | $423,252 | $0 | $100,000 | $0 | $2,914 | $0 | $51,102 | $0 | $41,113 | $0 | $618,381 | $0 | $79,167 | $0 |
| STEPHANIE FROST | ||||||||||||||
| FRMR SVP FOR DEVELOPMENT & AR | $0 | $0 | $0 | $0 | $333,000 | $0 | $0 | $0 | $0 | $0 | $333,000 | $0 | $333,000 | $0 |
| ELIZABETH MCCORMACK | ||||||||||||||
| FRMR SVP FOR ACADEMIC AFFAIRS | $168,579 | $0 | $0 | $0 | $2,851 | $0 | $25,838 | $0 | $25,725 | $0 | $222,993 | $0 | $0 | $0 |
| K NILES BRYANT | ||||||||||||||
| SVP/CHIEF INVESTMENTS OFFICER | $872,801 | $0 | $1,200,000 | $0 | $2,928 | $0 | $48,927 | $0 | $19,163 | $0 | $2,143,819 | $0 | $0 | $0 |
| JENNIFER SCANLON | ||||||||||||||
| SVP/DEAN FOR ACADEMIC AFFAIRS | $382,012 | $0 | $100,000 | $0 | $7,704 | $0 | $50,976 | $0 | $30,493 | $0 | $571,185 | $0 | $79,167 | $0 |
| MICHAEL CATO | ||||||||||||||
| SVP/CHIEF INFORMATION OFFICER | $350,633 | $0 | $100,000 | $0 | $3,452 | $0 | $50,881 | $0 | $31,497 | $0 | $536,463 | $0 | $79,167 | $0 |
| JANET LOHMANN | ||||||||||||||
| SVP/DEAN FOR STUDENT AFFAIRS | $182,840 | $0 | $100,000 | $0 | $154,174 | $0 | $41,196 | $0 | $7,732 | $0 | $485,942 | $0 | $79,167 | $0 |
| ELIZABETH ORLIC | ||||||||||||||
| SVP/CHIEF OF STAFF | $259,830 | $0 | $100,000 | $0 | $3,070 | $0 | $50,619 | $0 | $30,484 | $0 | $444,003 | $0 | $59,375 | $0 |
| SCOTT MEIKLEJOHN | ||||||||||||||
| SVP FOR DEVELOPMENT & AR | $157,350 | $0 | $0 | $0 | $174,790 | $0 | $100,328 | $0 | $1,229 | $0 | $433,697 | $0 | $150,000 | $0 |
| SCOTT HOOD | ||||||||||||||
| SVP FOR COMM & PUBLIC AFFAIRS | $283,368 | $0 | $75,000 | $0 | $5,398 | $0 | $50,691 | $0 | $14,302 | $0 | $428,759 | $0 | $59,375 | $0 |
| CLAUDIA MARROQUIN | ||||||||||||||
| SVP/DEAN ADMISSIONS & ST. AID | $273,852 | $0 | $75,000 | $0 | $1,452 | $0 | $43,930 | $0 | $18,109 | $0 | $412,343 | $0 | $59,375 | $0 |
| HEATHER KRAJEWSKI | ||||||||||||||
| SVP FOR DEVELOPMENT & AR | $171,939 | $0 | $0 | $0 | $219,440 | $0 | $0 | $0 | $11,548 | $0 | $402,927 | $0 | $0 | $0 |
| BENJE DOUGLAS | ||||||||||||||
| SVP FOR INCLUSION & DIVERSITY | $249,308 | $0 | $50,000 | $0 | $1,432 | $0 | $39,667 | $0 | $29,111 | $0 | $369,518 | $0 | $19,792 | $0 |
| CHRISTINA FINNERAN | ||||||||||||||
| SVP/INSTITUTIONAL RESEARCH | $170,212 | $0 | $50,000 | $0 | $1,168 | $0 | $33,206 | $0 | $31,154 | $0 | $285,740 | $0 | $39,583 | $0 |
| JAMES HOPPE | ||||||||||||||
| SVP/DEAN FOR STUDENT AFFAIRS | $132,536 | $0 | $0 | $0 | $127,840 | $0 | $0 | $0 | $2,369 | $0 | $262,745 | $0 | $0 | $0 |
| BORIS RAYKIN | ||||||||||||||
| DIRECTOR OF INVESTMENTS | $545,109 | $0 | $507,377 | $0 | $2,160 | $0 | $45,399 | $0 | $4,111 | $0 | $1,104,156 | $0 | $0 | $0 |
| PAGE MACHLIN | ||||||||||||||
| DIRECTOR OF INVESTMENTS | $536,250 | $0 | $489,038 | $0 | $1,584 | $0 | $45,399 | $0 | $3,421 | $0 | $1,075,692 | $0 | $0 | $0 |
| ASHLEY CONRAD | ||||||||||||||
| ENDOWMENT CHIEF OP OFFICER | $279,638 | $0 | $190,725 | $0 | $1,088 | $0 | $44,882 | $0 | $27,646 | $0 | $543,979 | $0 | $0 | $0 |
| TAMA SPOERRI | ||||||||||||||
| VP FOR HUMAN RESOURCES | $267,549 | $0 | $75,000 | $0 | $4,735 | $0 | $50,641 | $0 | $29,306 | $0 | $427,231 | $0 | $37,500 | $0 |
| BRUCE KOHORN | ||||||||||||||
| FACULTY | $106,280 | $0 | $0 | $0 | $245,913 | $0 | $17,590 | $0 | $6,328 | $0 | $376,111 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | AN OFFICER AND TWO KEY EMPLOYEES RECEIVED A GROSS-UP PAYMENT ON TAXABLE MOVING EXPENSES. ONE HIGHEST COMPENSATED EMPLOYEE RECEIVED A GROSS-UP PAYMENT ON A TAXABLE LENGTH OF SERVICE AWARD. |
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | THE COLLEGE REQUIRES THE PRESIDENT TO LIVE ON CAMPUS IN COLLEGE-PROVIDED HOUSING. THE VALUE OF THE BENEFIT IS INCLUDED IN PART II, COLUMN D FOR THE PRESIDENT. TWO KEY EMPLOYEES AND ONE FORMER KEY EMPLOYEE RECEIVED A TAXABLE HOUSING BENEFIT. |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | SOCIAL CLUB DUES WERE PAID BY THE COLLEGE ON BEHALF OF AN OFFICER. THE DUES ARE NOT INCLUDED IN THE EMPLOYEE'S TAXABLE WAGES AS THE SOCIAL CLUB WAS USED TO CONDUCT COLLEGE BUSINESS ONLY. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | TWO KEY EMPLOYEES RECEIVED SUPPLEMENTAL WAGES IN THE AMOUNTS OF $150,000 AND $73,333. A FORMER KEY EMPLOYEE RECEIVED SUPPLEMENTAL WAGES IN THE AMOUNT OF $315,000. A HIGHEST COMPENSATED EMPLOYEE RECEIVED SUPPLEMENTAL WAGES IN THE AMOUNT OF $243,694. AN OFFICER HAS AN EMPLOYMENT AGREEMENT WITH A CONDITIONAL SEVERANCE CLAUSE. |
| Schedule J, Part I, Line 7 Non-fixed payments | THREE HIGHEST COMPENSATED EMPLOYEES RECEIVED A BONUS WHICH WAS DETERMINED AT THE DISCRETION OF A KEY EMPLOYEE. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MAINE HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| A | 010314384 | NONEAVAIL | 2017-04-03 | $20,700,000 | REISSUE-2008 BOND | false | false | false |
| MAINE HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| B | 010314384 | 56042RPK2 | 2017-12-28 | $35,978,713 | ADVANCE REFUNDING | false | false | false |
| MAINE HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| C | 010314384 | 56042RSC7 | 2018-11-29 | $32,389,091 | CONSTRUCTION | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | RetiredRetiredAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $20,700,000 | $20,700,000 | 2017 | Yes (true) | false | Yes (true) | Yes (true) | |||
| B | $35,978,713 | $35,569,568 | 2017 | false | Yes (true) | Yes (true) | Yes (true) | $409,145 | ||
| C | $33,121,980 | 2021 | false | false | Yes (true) | Yes (true) | $386,973 | $2,650,000 | $32,735,007 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | 0 | false | Yes (true) |
| B | false | Yes (true) | false | false | false | false | 0.0003 | 0.0 | 0.0003 | false | false | 0 | false | Yes (true) |
| C | false | false | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | 0 | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | Yes (true) | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| B | false | false | false | Yes (true) | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| C | false | false | false | Yes (true) | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I, Column (f) BOND A | THE ISSUE IS A DIRECT PLACEMENT REMARKETING OF THE SERIES 2008 ISSUED 03/24/2008. |
| Schedule K, Part I, Column (f) BOND B | PARTIALLY ADVANCE REFUND 2009A ISSUED 05/14/2009. |
| Schedule K, Part I, Column (f) BOND C | FINANCE CONSTRUCTION, RENOVATION AND EQUIPPING OF FACILITIES, OWNED OR TO BE OWNED BY THE INSTITUTION AND LOCATED ON ITS CAMPUS IN BRUNSWICK, MAINE, INCLUDING SEVERAL UPPER-CLASS HOUSING BUILDINGS AND A NEW ACADEMIC BUILDING CONTAINING LARGE FLEXIBLE CLASSROOMS, A CINEMA, AND AN EVENT SPACE. |
| Schedule K, Part II, Line 3 COLUMN C | THE DIFFERENCE BETWEEN THE TOTAL PROCEEDS AND THE ISSUE PRICE IS DUE TO INTEREST EARNINGS ON PROJECT FUNDS IN THE AMOUNT OF $732,889. |
| Schedule K, Part II, Line 11 COLUMN A, B | THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE NO LONGER IN ESCROW. |
| Schedule K, Part III, Line 4 COLUMN A | THE EQUITY CONTRIBUTION TO THE PROJECT IS GREATER THAN THE THIRD PARTY USE OF THE SPACE SO THERE IS NO PRIVATE BUSINESS USE. |
| Schedule K, Part IV, Line 2c COLUMN A | Issuer name: MAINE HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 05/03/2022 |
| Schedule K, Part IV, Line 2c COLUMN B | Issuer name: MAINE HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 11/29/2021 |
| Schedule K, Part IV, Line 2c COLUMN C | Issuer name: MAINE HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 12/28/2021 |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | N/A | RelationshipWithOrgTxt |
| Cash Grant | $12,000 | CashGrantAmt |
| Type Of Assistance | SCHOLARSHIP | TypeOfAssistanceTxt |
| Assistance Purpose | BENEFIT | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPOUSE OF KEY EMPLOYEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | KEY EMP: S. HOOD | RelationshipDescriptionTxt |
| Transaction | $195,000 | TransactionAmt |
| Transaction | COMPENSATION | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 2134 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - SEE PART II | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 110 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,728,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - SEE PART II | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 12 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I, Line 9 PUBLICLY TRADED SECURITIES | 109 GIFTS OF PUBLICLY TRADED SECURITIES WERE VALUED AT FAIR MARKET VALUE. 1 PLANNED GIFT WAS VALUED AT NET PRESENT VALUE. |
| Schedule M, Part I, Line 33 WORKS OF ART | THE COLLEGE DOES NOT RECOGNIZE REVENUE FOR CONTRIBUTIONS OF ART OBJECTS OR BOOKS AND PUBLICATIONS. |
| Schedule M, Part I Explanations of reporting method for number of contributions | Art - Works of art - THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS CONTRIBUTED. Securities - Publicly traded - THE ORGANIZATION IS REPORTING EACH SEPARATE SECURITY GIFT AS A CONTRIBUTION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b Review of form 990 by governing body | IN APRIL, A COMPLETE COPY OF FORM 990 IS PROVIDED TO THE PRESIDENT AND THE SENIOR VICE PRESIDENT FOR FINANCE AND ADMINISTRATION AND TREASURER FOR THOROUGH REVIEW IN ADVANCE OF REGULARLY SCHEDULED BOARD OF TRUSTEES MEETINGS AND FILING WITH THE INTERNAL REVENUE SERVICE (IRS) IN MAY. SUBSEQUENT TO THIS REVIEW, A COMPLETE COPY OF FORM 990 IS PROVIDED TO THE CHAIRMAN OF THE BOARD AND THE CHAIR OF THE AUDIT, RISK, AND REPUTATION COMMITTEE. ALL OTHER TRUSTEES ARE PROVIDED A PUBLIC DISCLOSURE COPY OF FORM 990 FOR REVIEW. THE SCHEDULE B AS FILED WITH THE IRS IS AVAILABLE TO ALL TRUSTEES, UPON REQUEST ONLY, AT THE BOARD OF TRUSTEES MEETINGS IN MAY. THE FORM 990 IS FILED WITH THE IRS AFTER THE TRUSTEES REVIEW AND APPROVE THE FORM AT THESE MEETINGS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE COLLEGE SURVEYS ANNUALLY ALL MEMBERS OF THE BOARD, ALL OFFICERS OF INSTRUCTION, AND ALL OFFICERS OF ADMINISTRATION AS TO POTENTIAL CONFLICTS OF INTEREST. SURVEYS ARE REVIEWED BY THE COLLEGE'S SENIOR VICE PRESIDENT AND GENERAL COUNSEL. THE RESULTS OF THE SURVEY ARE REPORTED TO THE AUDIT, RISK, AND REPUTATION COMMITTEE AND TO THE BOARD OF TRUSTEES. THE COLLEGE'S SENIOR VICE PRESIDENT AND GENERAL COUNSEL MANAGES ALL CONFLICTS BY APPROPRIATE MEANS, INCLUDING BUT NOT LIMITED TO, BY REQUIRING BOARD MEMBERS TO RECUSE THEMSELVES FROM VOTING. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | IN ACCORDANCE WITH TREASURY REGULATION 53.4958-6 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, ACTING AS A COMPENSATION COMMITTEE, ANNUALLY REVIEWS AND APPROVES THE COMPENSATION OF THE PRESIDENT AND SENIOR MANAGEMENT OFFICIALS. IN ALL CASES, THE EXECUTIVE COMMITTEE CONSIDERS COMPENSATION SURVEYS AND COMPETITIVE MARKET DATA. FOR SENIOR MANAGEMENT, THE PRESIDENT PROVIDES THE EXECUTIVE COMMITTEE WITH RECOMMENDED CHANGES TO COMPENSATION LEVELS. THE EXECUTIVE COMMITTEE DOCUMENTS SUCH DECISIONS IN ITS MINUTES WHERE APPROPRIATE. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ALSO, FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AT HTTPS://WWW.BOWDOIN.EDU/FINANCE/FINANCIAL-DOCUMENTS/INDEX.HTML (ALL LOWER CASE). |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | ALL OTHER PROGRAM SERVICE REVENUE - Total Revenue: 984000, Related or Exempt Function Revenue: 984000, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | ALL OTHER REVENUE - Total Revenue: 401000, Related or Exempt Function Revenue: 401000, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | NET UNREALIZED LOSS ON INTEREST RATE SWAP - -194000; POSTRETIREMENT-RELATED CHANGES OTHER THAN NET PERIODIC COST - -1016000; NET CHANGE IN ANNUITY AND LIFE INCOME FUNDS - 939000; GAIN ON ASSET RETIREMENT OBLIGATION - 2000; UNCOLLECTIBLE PLEDGES - -124000; Total - -393000; |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TIGER PARTNERS | |||||||||||
| 565 FIFTH AVENUE 19TH FL | NEW YORK | NY | 10017 | 550648835 | INVESTING | NY | Excluded | $1 | $40,660 | false | Yes (true) |
| VERSO ALPHA DRIVEN RETURNS LP | |||||||||||
| 655 MONTGOMERY ST SUITE 840 | SAN FRANCISCO | CA | 94111 | 874310965 | INVESTING | CA | Excluded | $26,920,313 | false | false | |
| BEACONLIGHT OPPORTUNITIES FUND I LP | |||||||||||
| 9 WEST 57TH STREET 27TH FLOOR | NEW YORK | NY | 10019 | 934096017 | INVESTING | NY | Excluded | $11,381 | $4,943,134 | false | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| POOLED INCOME FUNDS (3) | ||||||||
| 5400 COLLEGE STATION | BRUNSWICK | ME | 04011 | INVESTING | ME | BOWDOIN | Trust | Yes (true) |
| CHARITABLE REMAINDER TRUSTS (16) | ||||||||
| 5400 COLLEGE STATION | BRUNSWICK | ME | 04011 | INVESTING | ME | BOWDOIN | Trust | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| POOLED INCOME FUND C | ||
| S | $93,907 | FMV |
| CHARITABLE REMAINDER TRUST | ||
| S | $117,442 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part IV (c) Legal domicile | FormAndLineReferenceDesc |
| Explanation | POOLED INCOME FUNDS AND CHARITABLE REMAINDER TRUSTS DOMICILED: THERE ARE 3 POOLED INCOME FUNDS REPORTED IN PART IV. ALL ARE DOMICILED IN MAINE. THERE ARE 16 CHARITABLE REMAINDER TRUSTS REPORTED IN PART IV. 10 ARE DOMICILED IN MAINE, 1 IN CALIFORNIA, 1 IN CONNECTICUT, 1 IN ILLINOIS, 1 IN NEW JERSEY, 1 IN NEW YORK AND 1 IN NORTH CAROLINA. | ExplanationTxt |