WESTERN NEW ENGLAND UNIVERSITY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN NEW ENGLAND UNIVERSITY (EIN 04-2108376)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-12
- IRS object ID
- 202611329349304826
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T13:24:38-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET 17TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | 042108376 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN NEW ENGLAND UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 4137821234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 WILBRAHAM ROAD | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01119 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BASIL STEWART | PersonNm |
| Person Title | VICE PRESIDENT FINANCE & ADMIN | PersonTitleTxt |
| Phone | 4137821234 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG KLEIN | PreparerPersonNm |
| PTIN | P00734640 | PTIN |
| Phone | 6178075000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT JOHNSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 WILBRAHAM ROAD | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $237,045,291 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WNE.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 2057 | TotalEmployeeCnt |
| Total Volunteers | 1079 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,455,781 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,874,323 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $167,176,054 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $182,225,635 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,471,464 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,058,231 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,578,255 | PYOtherRevenueAmt |
| CY Other Revenue | $1,832,574 | CYOtherRevenueAmt |
| PY Total Revenue | $181,681,554 | PYTotalRevenueAmt |
| CY Total Revenue | $193,990,763 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $70,650,572 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $82,685,981 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $75,513,178 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $75,467,577 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,637,244 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $42,231,775 | PYOtherExpensesAmt |
| CY Other Expenses | $44,976,851 | CYOtherExpensesAmt |
| PY Total Expenses | $188,395,525 | PYTotalExpensesAmt |
| CY Total Expenses | $203,130,409 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,713,971 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$9,139,646 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $254,777,266 | TotalAssetsBOYAmt |
| Total Assets EOY | $250,547,009 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $113,737,121 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $112,271,503 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $141,040,145 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $138,275,506 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $138,142,525 | ExpenseAmt |
| Grant | $70,690,736 | GrantAmt |
| Revenue | $125,490,769 | RevenueAmt |
| Desc | UNDERGRADUATE - THE UNIVERSITY PROVIDES ACADEMIC, RESIDENTIAL AND OTHER SERVICES TO A DIVERSE STUDENT POPULATION PREDOMINANTLY DRAWN FROM THE NORTHEAST REGION OF THE UNITED STATES AND MANY COUNTRIES WORLDWIDE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $23,186,329 | ExpenseAmt |
| Grant | $10,869,475 | GrantAmt |
| Revenue | $33,939,435 | RevenueAmt |
| Desc | GRADUATE AND PROFESSIONAL - THE UNIVERSITY OFFERS A WIDE RANGE OF GRADUATE PROGRAMS AND FIRST PROFESSIONAL OPPORTUNITIES IN ARTS AND SCIENCES, BUSINESS, ENGINEERING, LAW , PHARMACY AND HEALTH SCIENCES, WHICH INCLUDES A DOCTOR OF OCCUPATIONAL THERAPY PROGRAM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $19,499,408 | ExpenseAmt |
| Grant | $1,125,769 | GrantAmt |
| Revenue | $23,795,862 | RevenueAmt |
| Desc | AUXILIARY - THE UNIVERSITY OFFERS RESIDENTIAL OPPORTUNITIES TO UNDERGRADUATE AND PROFESSIONAL STUDENTS FROM TRADITIONAL DORMITORY SETTINGS TO APARTMENTS AND SUITES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $180,828,262 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 222 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2057 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAYMOND P MCCARTHY VICE PRESIDENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4137821234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 WILBRAHAM ROAD | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01119 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 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 |
|---|---|---|---|---|---|---|---|---|
| DR ROBERT E JOHNSON | ||||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $710,290 | $0 | $73,562 | ||
| LYNN W AGATA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CARMEL A CARMAGNA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD M CASSATA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEXANDER M CORL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN S DELBRIDGE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANNE FULLER DOHERTY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL J FLYNN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DENIS G GAGNON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL T GAINES | ||||||||
| TRUSTEE (UNTIL 1/1/25) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELENA M GERVINO | ||||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER A KIELB | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN P KITROSSER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STANLEY KOWALSKI III | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NICHOLAS LAPIER | ||||||||
| CHAIRMAN (UNTIL 6/19/25) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| AMY B LEWIS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER MATHIEU | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RAYMOND P MCCARTHY | ||||||||
| TRUSTEE (UNTIL 4/28/25) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH M RICKSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JODIE G ROURE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH K SAREMI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER C STEINGRABER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY F THOMAS | ||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN J TREMBLAY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN A WHITE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANET BULLARD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ASHLEY RANDLE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BASIL A STEWART | ||||||||
| VP FOR FINANCE AND ADMINISTRATION | 40.00 | Yes (X) | $493,610 | $0 | $33,993 | |||
| DR ASAKO M TOYODA | ||||||||
| SENIOR VP FOR ACADEMIC AFFAIRS | 40.00 | $342,307 | $0 | $41,523 | Yes (X) | |||
| DR ZELDA HARRIS | ||||||||
| DEAN, SCHOOL OF LAW | 40.00 | $283,711 | $0 | $41,857 | Yes (X) | |||
| DEAN HICKEY | ||||||||
| VICE PRESIDENT FOR ADVANCEMENT | 40.00 | $277,531 | $0 | $37,535 | Yes (X) | |||
| DR SHARIANNE WALKER | ||||||||
| DEAN, COLLEGE OF BUSINESS | 40.00 | $247,937 | $0 | $23,912 | Yes (X) | |||
| DR S HOSSEIN CHERAGHI | ||||||||
| DEAN, COLLEGE OF ENGINEERING | 40.00 | $245,481 | $0 | $36,104 | Yes (X) | |||
| DR LINDA E JONES | ||||||||
| PROFESSOR OF MATERIALS SCI AND ENG | 40.00 | $242,805 | $0 | $25,721 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,843,672 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $314,207 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 154 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARAMARK CORPORATIONS | |||||
| PO BOX 978839 | DALLAS | TX | 753978839 | FOOD SERVICES | $6,648,491 |
| KEITER CORPORATION | |||||
| 1 INDUSTRIAL DRIVE | SPRINGFIELD | MA | 01089 | CONSTRUCTION SERVICES | $2,264,871 |
| HARRY GRODSKY & COMPANY INCORPORATED | |||||
| 33 SHAWS LANE | SPRINGFIELD | MA | 01104 | HVAC SERVICES | $775,870 |
| RAYMOND R HOULE CONSTRUCTION INCORPORA | |||||
| 5 MILLER ST | LUDLOW | MA | 01056 | CONSTRUCTION SERVICES | $756,814 |
| PETER PAN BUS LINES INCORPORATED | |||||
| UNION STATION STE 300 | SPRINGFIELD | MA | 01103 | TRANSPORTATION SERVICES | $302,187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 28 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $37,695 | FundraisingAmt |
| Government Grants | $1,608,139 | GovernmentGrantsAmt |
| All Other Contributions | $2,228,489 | AllOtherContributionsAmt |
| Noncash Contributions | $269,526 | NoncashContributionsAmt |
| Total Contributions | $3,874,323 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $155,131,678 | $155,131,678 |
| AUXILLIARY SALES AND S | 611710 | $23,795,862 | $23,795,862 |
| SPONSORED PROGRAMS | 611710 | $3,276,668 | $3,276,668 |
| STUDENT LOAN INTEREST | 611710 | $21,427 | $21,427 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $182,225,635 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,055,561 | TotalRevenueColumnAmt |
| Exclusion | $1,055,561 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $154,848 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $154,848 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $154,848 | TotalRevenueColumnAmt |
| Exclusion | $154,848 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $48,010,647 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,007,977 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,002,670 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,002,670 | TotalRevenueColumnAmt |
| Exclusion | $5,002,670 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $56,199 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $37,695 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $46,551 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,648 | TotalRevenueColumnAmt |
| Exclusion | $9,648 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STUDENT/ALUMNI FUNDR. | 611710 | $623,696 | $623,696 |
| EVENTS REGISTRATION | 611710 | $114,035 | $114,035 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $930,347 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $262,700 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $667,647 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,668,078 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $193,990,763 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $183,226,066 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,890,374 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,685,981 | TotalAmt |
| Program Services | $82,685,981 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,116,320 | TotalAmt |
| Program Services | $1,453,999 | ProgramServicesAmt |
| Management And General | $1,314,181 | ManagementAndGeneralAmt |
| Fundraising | $348,140 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,824,366 | TotalAmt |
| Program Services | $46,548,132 | ProgramServicesAmt |
| Management And General | $6,695,545 | ManagementAndGeneralAmt |
| Fundraising | $580,689 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,274,974 | TotalAmt |
| Program Services | $1,917,848 | ProgramServicesAmt |
| Management And General | $320,016 | ManagementAndGeneralAmt |
| Fundraising | $37,110 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,685,360 | TotalAmt |
| Program Services | $9,918,048 | ProgramServicesAmt |
| Management And General | $1,532,886 | ManagementAndGeneralAmt |
| Fundraising | $234,426 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,566,557 | TotalAmt |
| Program Services | $3,849,698 | ProgramServicesAmt |
| Management And General | $642,368 | ManagementAndGeneralAmt |
| Fundraising | $74,491 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,173 | TotalAmt |
| Program Services | $3,592 | ProgramServicesAmt |
| Management And General | $375,581 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,955 | TotalAmt |
| Management And General | $190,955 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500,749 | TotalAmt |
| Management And General | $500,749 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,078,851 | TotalAmt |
| Program Services | $9,744,756 | ProgramServicesAmt |
| Management And General | $1,326,222 | ManagementAndGeneralAmt |
| Fundraising | $7,873 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $898,409 | TotalAmt |
| Program Services | $366,122 | ProgramServicesAmt |
| Management And General | $517,569 | ManagementAndGeneralAmt |
| Fundraising | $14,718 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,814,581 | TotalAmt |
| Program Services | $3,173,996 | ProgramServicesAmt |
| Management And General | $592,230 | ManagementAndGeneralAmt |
| Fundraising | $48,355 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,791,206 | TotalAmt |
| Program Services | $105,188 | ProgramServicesAmt |
| Management And General | $2,664,885 | ManagementAndGeneralAmt |
| Fundraising | $21,133 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,800 | TotalAmt |
| Management And General | $26,800 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,175,070 | TotalAmt |
| Program Services | $4,702,898 | ProgramServicesAmt |
| Management And General | $472,172 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,721,125 | TotalAmt |
| Program Services | $1,595,761 | ProgramServicesAmt |
| Management And General | $107,701 | ManagementAndGeneralAmt |
| Fundraising | $17,663 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $594,491 | TotalAmt |
| Program Services | $531,876 | ProgramServicesAmt |
| Management And General | $62,615 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,056,203 | TotalAmt |
| Program Services | $3,900,760 | ProgramServicesAmt |
| Management And General | $155,443 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,209,013 | TotalAmt |
| Program Services | $6,800,018 | ProgramServicesAmt |
| Management And General | $408,995 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $832,341 | TotalAmt |
| Program Services | $95,397 | ProgramServicesAmt |
| Management And General | $736,944 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MAINTENANCE & REPAIRS | $1,834,967 | $1,834,967 | |
| MEMBERSHIP & DUES | $313,704 | $153,987 | $159,717 |
| NON-CAPITAL EQUIPMENT | $282,180 | $272,479 | $9,701 |
| NON-CAPITAL IMPROVEMENT | $15,045 | $15,045 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,261,988 | TotalAmt |
| Program Services | $1,157,714 | ProgramServicesAmt |
| Management And General | $1,851,628 | ManagementAndGeneralAmt |
| Fundraising | $252,646 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,130,409 | TotalAmt |
| Program Services | $180,828,262 | ProgramServicesAmt |
| Management And General | $20,664,903 | ManagementAndGeneralAmt |
| Fundraising | $1,637,244 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,100,858 | BOYAmt |
| EOY | $4,420,583 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $524,540 | BOYAmt |
| EOY | $1,156,493 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,135,293 | BOYAmt |
| EOY | $4,604,820 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $582,715 | BOYAmt |
| EOY | $390,521 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,843 | BOYAmt |
| EOY | $18,959 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,750,174 | BOYAmt |
| EOY | $2,380,703 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $318,279,403 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $182,546,927 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,885,510 | BOYAmt |
| EOY | $135,732,476 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,406,434 | BOYAmt |
| EOY | $72,344,771 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,371,899 | BOYAmt |
| EOY | $29,497,683 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,777,266 | BOYAmt |
| EOY | $250,547,009 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,934,317 | BOYAmt |
| EOY | $13,109,313 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,021,012 | BOYAmt |
| EOY | $889,985 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,743,848 | BOYAmt |
| EOY | $7,747,155 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,810,410 | BOYAmt |
| EOY | $87,308,532 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,064,062 | BOYAmt |
| EOY | $2,094,316 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,163,472 | BOYAmt |
| EOY | $1,122,202 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,737,121 | BOYAmt |
| EOY | $112,271,503 | 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 | $92,505,042 | BOYAmt |
| EOY | $87,781,136 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,535,103 | BOYAmt |
| EOY | $50,494,370 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,040,145 | BOYAmt |
| EOY | $138,275,506 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,777,266 | BOYAmt |
| EOY | $250,547,009 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$9,139,646 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,317,757 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $57,250 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,241,105 | BeginningYearBalanceAmt |
| Contributions | $712,172 | ContributionsAmt |
| Investment Earnings Or Losses | $11,357,198 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,898,668 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,530,247 | OtherExpendituresAmt |
| Administrative Expenses | $500,749 | AdministrativeExpensesAmt |
| End Year Balance | $61,380,811 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,127,725 | BeginningYearBalanceAmt |
| Contributions | $328,564 | ContributionsAmt |
| Investment Earnings Or Losses | $9,204,203 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,794,641 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,350,727 | OtherExpendituresAmt |
| Administrative Expenses | $274,019 | AdministrativeExpensesAmt |
| End Year Balance | $60,241,105 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,527,823 | BeginningYearBalanceAmt |
| Contributions | $293,947 | ContributionsAmt |
| Investment Earnings Or Losses | $6,369,805 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,823,050 | GrantsOrScholarshipsAmt |
| Other Expenditures | $57,779 | OtherExpendituresAmt |
| Administrative Expenses | $183,021 | AdministrativeExpensesAmt |
| End Year Balance | $62,127,725 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,333,272 | BeginningYearBalanceAmt |
| Contributions | $506,338 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,466,937 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,592,346 | GrantsOrScholarshipsAmt |
| Other Expenditures | $50,461 | OtherExpendituresAmt |
| Administrative Expenses | $202,043 | AdministrativeExpensesAmt |
| End Year Balance | $59,527,823 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,995,119 | BeginningYearBalanceAmt |
| Contributions | $392,708 | ContributionsAmt |
| Investment Earnings Or Losses | $17,918,011 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,736,061 | GrantsOrScholarshipsAmt |
| Other Expenditures | $41,162 | OtherExpendituresAmt |
| Administrative Expenses | $195,343 | AdministrativeExpensesAmt |
| End Year Balance | $71,333,272 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.49000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.51000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,525,765 | OtherCostOrOtherBasisAmt |
| Book Value | $4,525,765 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $239,515,540 | OtherCostOrOtherBasisAmt |
| Depreciation | $121,520,856 | DepreciationAmt |
| Book Value | $117,994,684 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,741,510 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,026,071 | DepreciationAmt |
| Book Value | $11,715,439 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,496,588 | OtherCostOrOtherBasisAmt |
| Book Value | $1,496,588 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $135,732,476 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $13,950,710 | C |
| INVESTMENTS HELD IN TRUST | $860,972 | C |
| LONG/SHORT EQUITY INVESTMENTS | $14,686,001 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $29,497,683 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| Amt | $1,122,202 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,122,202 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $199,865,021 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,317,757 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $57,250 | OtherRevenueAmt |
| Revenue Not Reported | $6,375,007 | RevenueNotReportedAmt |
| Revenue Subtotal | $193,490,014 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $500,749 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $500,749 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $193,990,763 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $202,629,660 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $202,629,660 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $500,749 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $500,749 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $203,130,409 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | AGENCY FUNDS ARE HELD BY THE UNIVERSITY AS A CUSTODIAN. THESE FUNDS RELATE TO STUDENT ORGANIZATIONS AND ORIGINATE FROM THE COLLECTION OF DUES OR FUNDRAISING. EACH AGENCY FUND EXISTS AS A UNIQUE UNIT ASSIGNED WITHIN THE UNIVERSITY'S FINANCIAL SYSTEM AND PROVIDES A METHOD FOR ACCOUNTING AND ADMINISTERING THESE FUNDS. ANY EXPENSES FROM THESE FUNDS SUPPORT STUDENT CLUBS AND ACTIVITIES. |
| PART V, LINE 4: | THE UNIVERSITY RECEIVES DONATIONS THROUGH THE ADVANCEMENT OFFICE. IT IS THE RESPONSIBILITY OF THE ADVANCEMENT OFFICE TO ENSURE THAT THE DONOR'S INTENTIONS ARE ADHERED TO. RESTRICTED DONATIONS ARE REVIEWED BY THE CONTROLLER'S OFFICE TO ENSURE PROPER RECORDING IN THE UNIVERSITY'S ACCOUNTING SYSTEM. APPROXIMATELY 49% OF THE UNIVERSITY'S ENDOWMENT FUND IS QUASI-ENDOWMENT FUNDS THAT HAVE BEEN ESTABLISHED THROUGH SOUND FISCAL MANAGEMENT OF THE UNIVERSITY WITH THE REMAINING FUNDS ESTABLISHED THROUGH DONOR RESTRICTED DONATIONS. MOST OF THE PERMANENTLY RESTRICTED ENDOWMENT FUNDS ARE USED FOR SCHOLARSHIPS AND AWARDS FOR UNDERGRADUATE AND LAW STUDENTS. THE BOARD OF TRUSTEES' APPROVED RATE OF 5% IS APPLIED TO A 13-QUARTER ROLLING AVERAGE MARKET VALUE TO DETERMINE EACH ENDOWMENT'S DISTRIBUTABLE EARNINGS. THE ACTUAL SPENDING RATE FOR FISCAL YEAR 2025 WAS 4.92%. |
| PART X, LINE 2: | THE UNIVERSITY IS REQUIRED TO ASSESS UNCERTAIN TAX POSITIONS. THE UNIVERSITY HAS DETERMINED THAT ITS TAX STATUS AND DECISIONS OVER WHICH ACTIVITIES ARE RELATED AND UNRELATED ARE ITS ONLY TAX POSITIONS AND THAT SUCH POSITIONS DO NOT RESULT IN UNCERTAINTY REQUIRING RECOGNITION. THE UNIVERSITY'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. NO EXAMINATIONS ARE CURRENTLY IN PROCESS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN SPLIT INTEREST AGREEMENT 57,250. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | WESTERN NEW ENGLAND UNIVERSITY'S NON DISCRIMINATION POLICY IS STATED IN ALL PRINTED MATERIALS. |
| SCHEDULE E - PART I, LINE 6 | THE UNIVERSITY RECEIVES GOVERNMENT FINANCIAL AID AND ASSISTANCE FROM GOVERNMENT AGENCIES CONSISTS OF: - STATE OF MASSACHUSETTS FINANCIAL AID - US DEPARTMENT OF EDUCATION FINANCIAL AID - FEDERAL AND STATE RESEARCH FUNDS |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $234,569 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | INDIVIDUAL FACULTY/ATHLETIC TEAMS/COACHES/TRAVEL | $187,004 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | INDIVIDUAL FACULTY/STAFF/TRAVEL | $8,900 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | RECRUITING | $10,379 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | INDIVIDUAL FACULTY/STAFF TRAVEL | $3,673 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $6,137,842 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | INVESTMENTS | $1,705,932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $8,288,299 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $8,288,299 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F - PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | EXPENDITURES IN COLUMN F ARE BASED ON THE ACCRUAL METHOD OF ACCOUNTING. THE VALUE OF INVESTMENT VALUES REPORTED IN COLUMN F ARE REPORTED BASED ON THE FAIR MARKET VALUE AS OF JUNE 30, 2025 IN ACCORDANCE WITH US GAAP. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ATHLETIC - GOLF | Event1Nm |
| Gross Receipts Event1 | $33,265 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $13,100 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $20,165 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $390 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $17,546 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $292 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF - ALUMNI ASSOC. | Event2Nm |
| Gross Receipts Event2 | $42,502 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $21,890 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $20,612 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $3,004 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $7,096 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $4,560 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $20 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $18,127 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $2,705 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $15,422 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $2,504 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $7,535 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $3,412 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $191 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $93,894 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $37,695 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $56,199 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $5,898 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $32,177 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $7,972 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $503 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $46,550 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $9,649 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II: | FormAndLineReferenceDesc |
| Explanation | EVENT- A.) EVENT #1 - ATHLETIC - GOLF TOURNAMENT B.) EVENT #2 -ALUMNI ASSOCIATION - GOLF TOURNAMENT A.) OTHER EVENTS - ATHLETICS - WRESTLING, FOOTBALL, AND GOLF TOURNAMENTS | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|
| SEOG FEDERAL FINANCIAL AID | 97 | $244,709 | CREDIT TO STUDENT ACCOUNTS |
| INSTITUTIONAL SCHOLARSHIPS | 3235 | $82,441,272 | CREDIT TO STUDENT ACCOUNTS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT FUNDS ARE MONITORED BY TWO DEPARTMENTS CREATING CHECKS AND BALANCES TO ENSURE FUNDS ARE REPORTED AND USED AS REQUIRED IN THE GRANT. TITLE IV GRANT FUNDS ARE AWARDED BY THE FINANCIAL AID OFFICE AND APPLIED TO THE STUDENT'S ACCOUNT VIA FINANCIAL AID TRANSMITTAL. THE FINANCIAL AID TRANSMITTAL SHOWS A LISTING OF EACH AWARD BY TYPE AND TOTALS. THIS IS USED TO RECORD THE GRANT EXPENSE TO THE GENERAL LEDGER. FUNDS ARE DRAWN DOWN IN THE G-6 PAYMENT MANAGEMENT SYSTEM INTO THE FEDERAL FUND'S CHECKING ACCOUNT. THE AMOUNTS DRAWN IN G-6 ARE RECONCILED TO THE GENERAL LEDGER AND FINANCIAL AID TRANSMITTAL ON A MONTHLY BASIS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR ROBERT E JOHNSON | ||||||||||||||
| PRESIDENT | $518,736 | $0 | $89,902 | $0 | $101,652 | $0 | $40,250 | $0 | $33,312 | $0 | $783,852 | $0 | $0 | $0 |
| BASIL A STEWART | ||||||||||||||
| VP FOR FINANCE AND ADMINISTRATION | $183,441 | $0 | $0 | $0 | $310,169 | $0 | $9,659 | $0 | $24,334 | $0 | $527,603 | $0 | $0 | $0 |
| DR ASAKO M TOYODA | ||||||||||||||
| SENIOR VP FOR ACADEMIC AFFAIRS | $341,831 | $0 | $0 | $0 | $476 | $0 | $17,500 | $0 | $24,023 | $0 | $383,830 | $0 | $0 | $0 |
| DR ZELDA HARRIS | ||||||||||||||
| DEAN, SCHOOL OF LAW | $283,235 | $0 | $0 | $0 | $476 | $0 | $14,740 | $0 | $27,117 | $0 | $325,568 | $0 | $0 | $0 |
| DEAN HICKEY | ||||||||||||||
| VICE PRESIDENT FOR ADVANCEMENT | $276,685 | $0 | $0 | $0 | $846 | $0 | $13,750 | $0 | $23,785 | $0 | $315,066 | $0 | $0 | $0 |
| DR S HOSSEIN CHERAGHI | ||||||||||||||
| DEAN, COLLEGE OF ENGINEERING | $239,223 | $0 | $0 | $0 | $6,258 | $0 | $12,605 | $0 | $23,499 | $0 | $281,585 | $0 | $0 | $0 |
| DR SHARIANNE WALKER | ||||||||||||||
| DEAN, COLLEGE OF BUSINESS | $247,206 | $0 | $0 | $0 | $731 | $0 | $12,069 | $0 | $11,843 | $0 | $271,849 | $0 | $0 | $0 |
| DR LINDA E JONES | ||||||||||||||
| PROFESSOR OF MATERIALS SCI AND ENG | $241,398 | $0 | $0 | $0 | $1,407 | $0 | $12,344 | $0 | $13,377 | $0 | $268,526 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE PRESIDENT'S EMPLOYMENT CONTRACT INCLUDES A HOUSING ALLOWANCE. WHICH IS INCLUDED AS TAXABLE COMPENSATION. THE PRESIDENT MAY ALSO RECEIVE MEMBERSHIPS TO APPROPRIATE ORGANIZATIONS FOR THE BENEFIT OF THE UNIVERSITY. REIMBURSEMENT OR PAYMENT OF MEMBERSHIPS ARE HANDLED IN ACCORDANCE WITH UNVIERSITY POLICIES AND PROCEDURES. THE PRESIDENT'S EMPLOYMENT CONTRACT ALSO INCLUDES A VEHICLE ALLOWANCE. THE VALUE OF THE VEHICLE ALLOWANCE IS INCLUDED IN THE PRESIDENT'S W-2 WAGES. THE PRESIDENT IS ELIGIBLE TO PARTICIPATE IN ALL STANDARD UNIVERSITY BENEFIT PLANS AS WELL AS ANY OTHER SUPPLEMENTAL BENEFIT PLANS OUTLINED IN HIS CONTRACT. |
| PART I, LINE 3 | BASED ON THE PRESIDENT'S EMPLOYMENT CONTRACT, THE PRESIDENT IS ELIGIBLE TO RECEIVE AN ANNUAL INCENTIVE BONUS. THIS AMOUNT IS DETERMINED AT THE DISCRETION OF THE BOARD, EQUAL TO 25% OF THE PRESIDENT'S BASE SALARY. AS SPECIFIED IN THE CONTRACT, THE DETERMINATION OF WHETHER TO AWARD AN ANNUAL INCENTIVE BONUS IS GUIDED IN PART BY THE PRESIDENT'S ANNUAL EVALUATION. PER THE CONTRACT, THE PRESIDENT SHALL BE NOTIFIED ON OR BEFORE JUNE 30, THE AMOUNT, IF ANY, OF THE INCENTIVE BONUS WHICH SHALL BE PAID WITHIN 75 DAYS THERE AFTER. |
| PART I, LINE 4A | BASIL STEWART RECEIVED SEVERANCE IN THE AMOUNT OF 137,917 IN CALENDAR YEAR 2024. |
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 |
|---|---|---|---|---|---|---|---|---|
| MDFA SERIES 2008 | ||||||||
| A | 043431814 | 000000000 | 2008-05-29 | $5,000,000 | LAW SCHOOL ADDITION - CONSTRUCTION | 0 | 0 | 0 |
| MDFA SERIES 2015 | ||||||||
| B | 043431814 | 51584XHE5 | 2015-12-22 | $39,201,607 | REFUND ISSUE 10/19/05 - DINING HALL | 0 | 0 | 0 |
| MDFA SERIES 2018 | ||||||||
| C | 043431814 | 57584YHJL | 2018-06-20 | $61,551,133 | REFUND ISSUE 11/9/09 - DINING HALL | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $3,365,802 | $5,000,000 | $61,819 | $4,938,181 | 2008 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $4,450,000 | $39,201,607 | $462,177 | $8,079,556 | 2017 | Yes (1) | 0 | Yes (1) | Yes (1) | $30,659,874 |
| C | $2,820,000 | $61,551,133 | $669,480 | $18,032,220 | 2018 | Yes (1) | 0 | Yes (1) | Yes (1) | $42,849,433 |
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 | 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 | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
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 | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: MDFA SERIES 2015 DATE THE REBATE COMPUTATION WAS PERFORMED: 02/20/2025 ISSUER NAME: MDFA SERIES 2018 DATE THE REBATE COMPUTATION WAS PERFORMED: 08/26/2025 |
| SCHEDULE K - PART III, LINE 3A | MDFA SERIES 2008 REISSUED 2012 $5,000,000 - ANY MANAGEMENT OR SERVICE CONTRACTS THAT MAY RESULT IN PRIVATE BUSINESS USE OF BOND FINANCED PROPERTY FALL WITHIN THE INCIDENTAL USE EXCEPTION. MDFA SERIES 2015 - $39,201,607 - ANY MANAGEMENT OR SERVICE CONTRACTS THAT MAY RESULT IN PRIVATE BUSINESS USE OF BOND FINANCED PROPERTY FALL WITHIN THE INCIDENTAL USE EXCEPTION. MDFA SERIES 2018 - $61,551,133 - ANY MANAGEMENT OR SERVICE CONTRACTS THAT MAY RESULT IN PRIVATE BUSINESS USE OF BOND FINANCED PROPERTY FALL WITHIN THE INCIDENTAL USE EXCEPTION. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,305 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,263 | NoncashContributionsRptF990Amt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $243,151 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $20,477 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR PROVIDED VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | VEHICLE MATERIALS | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,330 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | LINES 1, 9, 19 AND 25 REFLECT THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 PART I, LINE 1 AND FROM 990, PART III, LINE 1- | WESTERN NEW ENGLAND UNIVERSITY, A COMPREHENSIVE PRIVATE INSTITUTION WITH A TRADITION OF EXCELLENCE IN TEACHING AND SCHOLARSHIP AND A COMMITMENT TO SERVICE, AWARDS UNDERGRADUATE, MASTER'S, AND DOCTORAL DEGREES IN VARIOUS DEPARTMENTS FROM AMONG OUR COLLEGES OF ARTS AND SCIENCES, BUSINESS, ENGINEERING, PHARMACY AND HEALTH SCIENCES, AND SCHOOL OF LAW. ONE OF ONLY A FEW U.S. COMPREHENSIVE INSTITUTIONS ENROLLING UNDER 5,000 STUDENTS RECOGNIZED WITH NATIONAL AND INTERNATIONAL ACCREDITATIONS AT THE HIGHEST LEVELS IN LAW, BUSINESS, AND ENGINEERING, WE SERVE STUDENTS PREDOMINANTLY FROM THE NORTHEASTERN U.S., BUT ENROLL STUDENTS FROM ACROSS THE COUNTRY AND AROUND THE WORLD. THE VAST MAJORITY OF UNDERGRADUATE STUDENTS RESIDE ON CAMPUS. OUR 215-ACRE CAMPUS IN SPRINGFIELD, MASSACHUSETTS, IS REMARKABLE FOR ITS BEAUTY, SECURITY, AND METICULOUS UPKEEP. OUR MISSION: THE HALLMARK OF THE WESTERN NEW ENGLAND UNIVERSITY EXPERIENCE IS AN UNWAVERING FOCUS ON AND ATTENTION TO EACH STUDENT'S ACADEMIC AND PERSONAL DEVELOPMENT, INCLUDING LEARNING OUTSIDE THE CLASSROOM. FACULTY, DEDICATED TO EXCELLENCE IN TEACHING AND RESEARCH, AND OFTEN NATIONALLY RECOGNIZED IN THEIR FIELDS, TEACH IN AN ENVIRONMENT OF WARMTH AND PERSONAL CONCERN WHERE SMALL CLASSES PREDOMINATE. ADMINISTRATIVE AND SUPPORT STAFF WORK COLLABORATIVELY WITH FACULTY IN ATTENDING TO STUDENT DEVELOPMENT SO THAT EACH STUDENT'S ACADEMIC AND PERSONAL POTENTIAL CAN BE REALIZED AND APPRECIATED. WESTERN NEW ENGLAND UNIVERSITY DEVELOPS LEADERS AND PROBLEM-SOLVERS FROM AMONG OUR STUDENTS, WHETHER IN ACADEMICS, INTERCOLLEGIATE ATHLETICS, EXTRACURRICULAR AND COCURRICULAR PROGRAMS, COLLABORATIVE RESEARCH PROJECTS WITH FACULTY, OR IN PARTNERSHIP WITH THE LOCAL COMMUNITY. AT WESTERN NEW ENGLAND UNIVERSITY, EXCELLENCE IN STUDENT LEARNING GOES HAND IN HAND WITH THE DEVELOPMENT OF PERSONAL VALUES SUCH AS INTEGRITY, ACCOUNTABILITY, AND CITIZENSHIP. STUDENTS ACQUIRE THE TOOLS TO SUPPORT LIFELONG LEARNING AND THE SKILLS TO SUCCEED IN THE GLOBAL WORKFORCE. EQUALLY IMPORTANT, ALL MEMBERS OF OUR COMMUNITY ARE COMMITTED TO GUIDING STUDENTS IN THEIR DEVELOPMENT TO BECOME INFORMED AND RESPONSIBLE LEADERS IN THEIR LOCAL AND GLOBAL COMMUNITIES BY PROMOTING A CAMPUS CULTURE OF RESPECT, TOLERANCE, ENVIRONMENTAL AWARENESS, AND SOCIAL RESPONSIBILITY. WE ARE WELL POSITIONED TO ACCOMPLISH THESE GOALS AS A TRULY COMPREHENSIVE INSTITUTION WHOSE FACULTY AND STAFF HAVE HISTORICALLY COLLABORATED IN OFFERING AN INTEGRATED PROGRAM OF LIBERAL AND PROFESSIONAL LEARNING IN THE DIVERSE FIELDS OF ARTS AND SCIENCES, BUSINESS, ENGINEERING, LAW AND PHARMACY. OUR CORE VALUES: EXCELLENCE IN TEACHING, RESEARCH, AND SCHOLARSHIP: UNDERSTANDING THAT OUR PRIMARY PURPOSE IS TO PROVIDE AN OUTSTANDING EDUCATION SUPPORTED BY FACULTY WITH THE HIGHEST ACADEMIC CREDENTIALS, AND WITH NATIONAL PROMINENCE IN THEIR FIELDS. STUDENT-CENTERED LEARNING: PROVIDING AN INDIVIDUALIZED APPROACH TO EDUCATION WHICH INCLUDES A PROFOUND COMMITMENT TO SMALL CLASS SIZES, PERSONALIZED STUDENT-FACULTY RELATIONSHIPS, AND STUDENT ENGAGEMENT AND PERSONAL GROWTH BOTH WITHIN AND BEYOND THE CLASSROOM. A SENSE OF COMMUNITY: TREATING EVERY INDIVIDUAL AS A VALUED MEMBER OF OUR COMMUNITY WITH A SHARED SENSE OF PURPOSE AND OWNERSHIP MADE POSSIBLE BY MUTUAL RESPECT AND SHARED GOVERNANCE. INNOVATIVE INTEGRATED LIBERAL AND PROFESSIONAL EDUCATION: CONSTITUTING THE FOUNDATION OF OUR UNDERGRADUATE AND GRADUATE CURRICULUM, PROVIDING GLOBAL EDUCATION, LEADERSHIP OPPORTUNITIES, AND CAREER PREPARATION. COMMITMENT TO ACADEMIC, PROFESSIONAL, AND COMMUNITY SERVICE: PROMOTING OPPORTUNITIES FOR ALL CAMPUS COMMUNITY MEMBERS TO PROVIDE RESPONSIBLE SERVICE OF THE HIGHEST QUALITY TO OTHERS. STEWARDSHIP OF OUR CAMPUS: CARING FOR THE SUSTAINABILITY AND AESTHETICS OF THE ENVIRONMENT BOTH WITHIN AND BEYOND THE CAMPUS. AFTER CELEBRATING ITS CENTENNIAL IN 2019, WESTERN NEW ENGLAND UNIVERSITY LOOKS FORWARD TO A NEW CENTURY, NEW DECADE, AND NEW OPPORTUNITIES TO EVOLVE. OUR FOCUS WILL REMAIN ON EDUCATING THE WHOLE STUDENT, BUT IN A TWENTY-FIRST CENTURY CONTEXT HIGHLIGHTING THE DEMANDS OF SOCIETY, THE ACCELERATING PACE OF TECHNOLOGY, AND THE NECESSITY OF ATTENTION TO ENVIRONMENTAL SUSTAINABILITY. WE MUST CONTINUE TO DEVELOP AS A COMPREHENSIVE INSTITUTION OFFERING AN INTEGRATED PROGRAM OF LIBERAL AND PROFESSIONAL UNDERGRADUATE AND GRADUATE EDUCATION WHILE ESTABLISHING OURSELVES IN A POSITION OF NATIONAL LEADERSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE REVIEWS THE FORM 990 BEFORE IT IS PASSED ON TO THE FULL BOARD FOR REVIEW. THE AUDIT COMMITTEE'S REVIEW IS ACCOMPLISHED BY PROVIDING THE 990 FORM AND ALL SCHEDULES AND ATTACHMENTS TO THE COMMITTEE THROUGH A SECURE PORTAL. THE COMMITTEE IS ABLE TO DISCUSS THE RETURN AT A SCHEDULED MEETING WITH THE AUDITORS. ONCE THE COMMITTEE REVIEWS THE RETURN, THE FULL BOARD HAS THE ABILITY TO ACCESS THE DOCUMENT THROUGH THE SECURE PORTAL BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE UNIVERSITY ASKS THE TRUSTEES TO COMPLETE A CONFLICT-OF-INTEREST STATEMENT EACH YEAR. ADMINISTRATIVE EMPLOYEES ARE ASKED TO COMPLETE A CONFLICT-OF-INTEREST STATEMENT AT THE TIME OF ON BOARDING. THE TRUSTEE STATEMENTS ARE REVIEWED BY FINANCE AND ADMINISTRATION. IF ANY ISSUES AND OR CONCERNS ARE FOUND THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION WILL BRING THE MATTER FORWARD AS APPROPRIATE TO ENSURE THAT ALL PARTIES ARE AWARE OF ANY ISSUES. THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION MAY DECIDE TO ENGAGE EXTERNAL LEGAL COUNSEL TO REVIEW THE CIRCUMSTANCES OF ANY REPORTED CONFLICT AND PROVIDE LEGAL ADVICE ON THE MATTER. ANY TRUSTEE WITH A CONFLICT ABSTAINS FROM ANY BOARD OR COMMITTEE VOTES AS DEEMED NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION REVIEW PROCESS FOR THE PRESIDENT IS CONDUCTED THROUGH A COMPENSATION SUB-COMMITTEE OF TRUSTEES COMPRISED OF THE CHAIRMAN, VICE CHAIRMAN, SECRETARY AND TWO OTHER MEMBERS. THE SUB-COMMITTEE MEETS DURING THE YEAR TO REVIEW THE PRESIDENT'S PERFORMANCE RELATIVE TO THE PRIOR YEAR'S GOALS AND TO ESTABLISH THE COMING YEAR'S GOALS. THE SUB-COMMITTEE PERIODICALLY ENGAGES A THIRD PARTY TO CONDUCT AN INDEPENDENT REVIEW OF THE PRESIDENT'S COMPENSATION. THE THIRD PARTY MAY BE ASKED TO ADVISE THE SUB-COMMITTEE OF TRENDS AND ANY OTHER PERTINENT INFORMATION WITH RESPECT TO BENCHMARKED PEER INSTITUTIONS. PEER INSTITUTIONS ARE DEFINED ACCORDING TO MEASURES UTILIZING INSTITUTIONAL ORGANIZATIONAL COMPLEXITY SUCH AS SIZE AND BREADTH OF PROGRAMMING. ADDITIONALLY, THE SUB-COMMITTEE RELIES ON INTERNAL DATA REGARDING COMPENSATION CHANGES BEING CONSIDERED FOR OTHER UNIVERSITY POSITIONS. THE COMPENSATION SUB-COMMITTEE OF THE BOARD OF TRUSTEES RECOMMENDS TO THE EXECUTIVE COMMITTEE THE PRESIDENT'S COMPENSATION PACKAGE. ALL DOCUMENTATION IS KEPT BY THE CHAIRMAN OF THE BOARD. IN ADDITION, THE PRESIDENT'S OFFICE RETAINS A COPY OF THE PRESIDENT'S SELF-EVALUATION. THE MINUTES OF THE EXECUTIVE SESSION OF THE BOARD OF TRUSTEES ARE KEPT ON FILE IN THE PRESIDENT'S OFFICE. THE COMPENSATION PROCESS MEETS THE REBUTTABLE PRESUMPTION. THE COMMITTEE IS COMPRISED OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST REGARDING THE TRANSACTION. THE COMMITTEE RELIES ON APPROPRIATE INTERNAL AND EXTERNAL DATA AS TO BOTH COMPENSATION LEVEL AND COMPENSATION CHANGE PRIOR TO MAKING ITS DETERMINATION AND THE COMMITTEE TIMELY AND ADEQUATELY DOCUMENTS THE DECISIONS REGARDING COMPENSATION. 15B-THE COMPENSATION FOR OFFICERS AND KEY EMPLOYEES MOST HEAVILY MEASURES AGAINST PERFORMANCE OF THE INDIVIDUALS AND CONTEMPORANEOUSLY PUBLISHED SALARY DATA FROM THE COLLEGE AND UNIVERSITY PERSONNEL ASSOCIATION'S (CUPA) SALARY LISTINGS FROM COMPARABLE INSTITUTIONS WITHIN THE SAME CARNEGIE CATEGORIES AS THE UNIVERSITY. THE PRESIDENT DETERMINES ANY INCREASES BASED ON PERFORMANCE AND COMPARABLE COMPENSATION DATA. THE PRESIDENT REPORTS THE SALARY LEVELS OF THE KEY EMPLOYEES TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. COMPENSATION RECORDS ARE KEPT IN THE PRESIDENT'S OFFICE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE IRS FORM 990 IS AVAILABLE UPON REQUEST FROM THE UNIVERSITY. IT IS POSTED ALONG WITH THE AUDITED FINANCIAL STATEMENTS ON THE UNIVERSITY'S WEBSITE AT: HTTPS://WNE.EDU/FINANCE-AND-ADMINISTRATION/CONTROLLER/FEDERAL-TAX-RETURNS AND THE WEBSITE OF THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE AT WWW.MASS.GOV. THE UNIVERSITY'S GOVERNING DOCUMENTS, ARTICLES OF INCORPORATION AND BY-LAWS MAY BE REQUESTED FROM THE CONTROLLER'S OFFICE AND ARE POSTED ON THE WEBSITE FOR THE MASSACHUSETTS SECRETARY OF STATE. THE CONFLICT-OF-INTEREST POLICY IS ALSO AVAILABLE ON THE UNIVERSITY'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN SPLIT INTEREST AGREEMENT 57,250. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (2) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 WILBRAHAM ROAD | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHARITABLE TR | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Public Charity Status | TRUST | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |