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UNIVERSITY OF NEW HAVEN: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF NEW HAVEN (EIN 06-0761704)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-13
IRS object ID
202611339349303081
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-13T09:57:51+00:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1Two Manhattan West 375 9th AvenueAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10001ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN060761704EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1University of New HavenBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNIVBusinessNameControlTxt
Phone2039327000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 Boston Post RoadAddressLine1Txt
CityWest HavenCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06516ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEORGE S SYNODIPersonNm
Person TitleVP FOR FINANCEPersonTitleTxt
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonToby KerslakePreparerPersonNm
PTINP01875806PTIN
Phone2127589700PhoneNum
Preparation2026-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1JENS FREDERIKSEN PHDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 Boston Post RoadAddressLine1Txt
CityWest HavenCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06516ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$457,902,370GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.NEWHAVEN.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1920FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionUNIVERSITY OF NEW HAVEN IS A STUDENT-CENTERED COMPREHENSIVE UNIVERSITY WITH AN EMPHASIS ON EXCELLENCE IN LIBERAL ARTS & PROFESSIONAL EDUCATION.ActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee3174TotalEmployeeCnt
Total Volunteers304TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$17,797,986PYContributionsGrantsAmt
CY Contributions Grants$27,318,441CYContributionsGrantsAmt
PY Program Service Revenue$356,085,320PYProgramServiceRevenueAmt
CY Program Service Revenue$351,001,887CYProgramServiceRevenueAmt
PY Investment Income$2,566,921PYInvestmentIncomeAmt
CY Investment Income$8,024,100CYInvestmentIncomeAmt
PY Other Revenue$3,267,344PYOtherRevenueAmt
CY Other Revenue$5,870,747CYOtherRevenueAmt
PY Total Revenue$379,717,571PYTotalRevenueAmt
CY Total Revenue$392,215,175CYTotalRevenueAmt
PY Grants And Similar Paid$138,911,686PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$144,992,910CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$118,235,911PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$126,095,478CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,716,455CYTotalFundraisingExpenseAmt
PY Other Expenses$116,871,691PYOtherExpensesAmt
CY Other Expenses$110,376,176CYOtherExpensesAmt
PY Total Expenses$374,019,288PYTotalExpensesAmt
CY Total Expenses$381,464,564CYTotalExpensesAmt
PY Revenues Less Expenses$5,698,283PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$10,750,611CYRevenuesLessExpensesAmt
Total Assets BOY$455,075,922TotalAssetsBOYAmt
Total Assets EOY$461,114,942TotalAssetsEOYAmt
Total Liabilities BOY$181,787,996TotalLiabilitiesBOYAmt
Total Liabilities EOY$170,283,195TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$273,287,926NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$290,831,747NetAssetsOrFundBalancesEOYAmt
MissionThe University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a global society by providing the highest-quality education through experiential, collaborative, and discovery-based learning.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$261,288,102ExpenseAmt
Grant$127,500,091GrantAmt
Revenue$267,943,463RevenueAmt
DescUNIVERSITY PROGRAM: THE UNIVERSITY OF NEW HAVEN IS A PRIVATE UNIVERSITY, FOUNDED IN 1920, WITH AN 82 ACRE MAIN CAMPUS AND SATELLITE CAMPUSES IN ORANGE, CT AND PRATO, ITALY. THE UNIVERSITY HAS AN UNDERGRADUATE ENROLLMENT OF 4,903 STUDENTS WITH 55 PERCENT RESIDING IN UNIVERSITY HOUSING. THE UNIVERSITY OFFERS 73 UNDERGRADUATE DEGREES AND CONCENTRATIONS THROUGH ITS FIVE COLLEGES, IN INNOVATIVE FIELDS SUCH AS SPORTS MANAGEMENT, NUTRITION & DIETETICS, FORENSIC SCIENCE, MUSIC AND SOUND RECORDING, ENGINEERING, COMPUTER SCIENCE, FIRE SCIENCE AND CRIMINAL JUSTICE. THE UNIVERSITY ALSO OFFERS ITS STUDENTS A STUDY ABROAD PROGRAM THROUGH A VARIETY OF UNIQUE OFFERINGS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$86,632,141ExpenseAmt
Grant$17,492,819GrantAmt
Revenue$88,838,778RevenueAmt
DescGRADUATE SCHOOL: THE GRADUATE SCHOOL HAS AN ENROLLMENT OF 4,326 STUDENTS AND OFFERS 63 GRADUATE DEGREES AND CONCENTRATIONS. THE GRADUATE SCHOOL HELPS STUDENTS ACHIEVE A MORE MEANINGFUL CAREER, THE BENEFITS OF LIFELONG LEARNING AND A SENSE OF RESPONSIBILITY AS A CITIZEN OF THE WORLD.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$347,920,243TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document9624IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3174EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryITForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GEORGE S SYNODIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2039327273PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 BOSTON POST ROADAddressLine1Txt
CityWEST HAVENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06516ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ALEN LOVE
BOARD OF GOVERNORS1.00.0Yes (X)$0$0$0
ALICE G GAO
BOARD OF GOVERNORS1.00.0Yes (X)$0$0$0
ALLEN MASAREK
BOARD OF GOVERNORS (START 10/04/2024)1.00.0Yes (X)$0$0$0
ANIL SHAH
BOARD OF GOVERNORS1.00.0Yes (X)$0$0$0
ANTHONY SCILLIA
BOARD OF GOVERNORS1.00.0Yes (X)$0$0$0
CAROLYN BREHM
BOARD OF GOVERNORS1.00.0Yes (X)$0$0$0
CHARLES POMPEA
BOARD OF GOVERNORS1.00.0Yes (X)$0$0$0
DAVID J PETERSON
VICE CHAIR2.00.0Yes (X)$0$0$0
DOLORES ENNICO
BOARD OF GOVERNORS1.00.0Yes (X)$0$0$0
FRANK SIMS
BOARD OF GOVERNORS (START 10/04/2024)1.00.0Yes (X)$0$0$0
JOHN Y KOTZIAGKIAOURDIS
BOARD OF GOVERNORS (END 05/19/2025)1.00.0Yes (X)$0$0$0
JOSEPHINE MORAN
BOARD OF GOVERNORS1.00.0Yes (X)$0$0$0
KENNETH BIERMACHER
BOARD OF GOVERNORS1.01.0Yes (X)$0$0$0
KRISTINA PALAZZO
BOARD OF GOVERNORS1.00.0Yes (X)$0$0$0
LAWRENCE P FLANAGAN
BOARD OF GOVERNORS1.00.0Yes (X)$0$0$0
MICHAEL AMBROSE
CHAIR2.00.0Yes (X)$0$0$0
MICHAEL QUIELLO
BOARD OF GOVERNORS (END 04/14/2025)1.00.0Yes (X)$0$0$0
PHILIP BARTELS
BOARD OF GOVERNORS1.01.0Yes (X)$0$0$0
RANDAL THOMPSON
BOARD OF GOVERNORS1.00.0Yes (X)$0$0$0
REGINA PAOLILLO
BOARD OF GOVERNORS (START 10/04/2024) (END 5/14/2025)1.00.0Yes (X)$0$0$0
ROBERT M LEE
BOARD OF GOVERNORS (END 05/29/2025)1.00.0Yes (X)$0$0$0
ROGER COOPER
BOARD OF GOVERNORS1.00.0Yes (X)$0$0$0
ROSA GATTI
BOARD OF GOVERNORS1.01.0Yes (X)$0$0$0
ROWENA TRACK
BOARD OF GOVERNORS (END 09/10/2024)1.00.0Yes (X)$0$0$0
SAMUEL BERGAMI
BOARD OF GOVERNORS (END 03/07/2025)1.00.0Yes (X)$0$0$0
SHELLEY STEWART
BOARD OF GOVERNORS (END 12/31/2024)1.00.0Yes (X)$0$0$0
STEPHEN TAGLIATELA
BOARD OF GOVERNORS1.00.0Yes (X)$0$0$0
WILKINGSON GERMAIN
BOARD OF GOVERNORS1.00.0Yes (X)$0$0$0
BRIAN OTIS
VP INSTITUTIONAL ADV35.00.0$303,899$0$111,369Yes (X)
GEORGE S SYNODI
VP FINANCE34.01.0$413,810$0$65,500Yes (X)
GREGORY EICHHORN
VP ENROLLMENT35.00.0$298,858$0$79,985Yes (X)
JENS FREDERIKSEN PhD
PRESIDENT35.00.0$499,523$0$109,650Yes (X)
NANCY SAVAGE
PROVOST35.00.0$310,353$0$84,124Yes (X)
BRIAN KENCH
DEAN35.00.0$311,275$0$93,008Yes (X)
DANIEL MABREY
INTL PROGRAM MANAGER35.00.0$400,168$0$21,020Yes (X)
MARIO T GABOURY
DEAN35.00.0$309,916$0$113,550Yes (X)
RONALD HARICHANDRAN
DEAN35.00.0$321,297$0$46,032Yes (X)
STEVEN H KAPLAN
President Emeritus35.00.0$820,797$0$103,351Yes (X)
SHEAHON ZENGER
FORMER INTERIM PRESIDENT (END 6/30/2024)0.00.0$274,710$0$45,827Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,264,606TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$873,416TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K274IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SODEXO INC
PO BOX 360170PITTSBURGHPA15251FOOD SERVICE$18,023,932
CONSIGLI CONSTRUCTION CO INC
72 SUMNER STMILFORDMA01757CONSTRUCTION$8,782,121
MILESTONE CONSTRUCTION SERVICES INC
545 LONG WHARF DR STE 603NEW HAVENCT06511CONSTRUCTION$6,009,672
PAT MUNGER CONSTRUCTION CO INC
750 EAST MAIN STREET STE 1BRANFORDCT06405CONSTRUCTION$4,647,972
DIVERSIFIED BUILDING SERVICES
101 N PLAINS INDUSTRIAL RDWALLINGFORDCT06492MAINTENANCE$4,108,377
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K46CntrctRcvdGreaterThan100KCnt
Fundraising$43,600FundraisingAmt
Government Grants$10,210,637GovernmentGrantsAmt
All Other Contributions$17,064,204AllOtherContributionsAmt
Noncash Contributions$903,208NoncashContributionsAmt
Total Contributions$27,318,441TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION611600$301,309,797$301,309,797
RESIDENCE FEES721310$32,605,490$32,605,490
DINING FEES722320$15,989,492$15,989,492
COMMISSIONS611710$258,219$258,219
ATHLETIC AND auxiliary900099$838,889$838,889

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$351,001,887TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,213,658TotalRevenueColumnAmt
Exclusion$3,213,658ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$63,813TotalRevenueColumnAmt
Exclusion$63,813ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$103,854RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$103,854RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$103,854TotalRevenueColumnAmt
Exclusion$103,854ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$70,350,203SecuritiesAmt
Other$42,500OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$65,493,402SecuritiesAmt
Other$152,672OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,856,801SecuritiesAmt
Other-$110,172OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,746,629TotalRevenueColumnAmt
Exclusion$4,746,629ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$27,660FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$43,600ContriRptFundraisingEventAmt
Fundraising Direct Expenses$41,121FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$13,461TotalRevenueColumnAmt
Exclusion-$13,461ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ACADEMIC SUPPORT REVENUE900099$2,782,116$2,782,116
Grant Revenue IDC900099$1,329,647$1,329,647
INCENTIVES AND REBATES900099$892,777$892,777

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$775,814TotalRevenueColumnAmt
Related Or Exempt Func Income$775,814RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$5,780,354OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$392,215,175TotalRevenueColumnAmt
Related Or Exempt Func Income$356,782,241RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$8,114,493ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$141,664,516TotalAmt
Program Services$141,664,516ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$3,328,394TotalAmt
Program Services$3,328,394ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,409,449TotalAmt
Program Services$496,786ProgramServicesAmt
Management And General$1,350,128ManagementAndGeneralAmt
Fundraising$562,535FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$97,934,975TotalAmt
Program Services$84,016,522ProgramServicesAmt
Management And General$12,233,929ManagementAndGeneralAmt
Fundraising$1,684,524FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,982,703TotalAmt
Program Services$5,550,168ProgramServicesAmt
Management And General$1,263,043ManagementAndGeneralAmt
Fundraising$169,492FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$11,941,500TotalAmt
Program Services$10,268,404ProgramServicesAmt
Management And General$1,479,939ManagementAndGeneralAmt
Fundraising$193,157FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,826,851TotalAmt
Program Services$5,881,318ProgramServicesAmt
Management And General$830,798ManagementAndGeneralAmt
Fundraising$114,735FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$646,063TotalAmt
Management And General$646,063ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$140,075TotalAmt
Program Services$134,150ProgramServicesAmt
Management And General$5,925ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$113,020TotalAmt
Program Services$113,020ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$255,470TotalAmt
Program Services$190,076ProgramServicesAmt
Management And General$65,394ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,738,374TotalAmt
Program Services$7,423,372ProgramServicesAmt
Management And General$1,222,177ManagementAndGeneralAmt
Fundraising$92,825FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,438,399TotalAmt
Program Services$1,438,350ProgramServicesAmt
Management And General$49ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,182,793TotalAmt
Program Services$5,148,027ProgramServicesAmt
Management And General$872,869ManagementAndGeneralAmt
Fundraising$161,897FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,509,473TotalAmt
Program Services$1,818,126ProgramServicesAmt
Management And General$3,636,252ManagementAndGeneralAmt
Fundraising$55,095FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,137,212TotalAmt
Program Services$4,746,784ProgramServicesAmt
Management And General$339,056ManagementAndGeneralAmt
Fundraising$51,372FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,882,098TotalAmt
Program Services$1,663,734ProgramServicesAmt
Management And General$205,718ManagementAndGeneralAmt
Fundraising$12,646FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$341,928TotalAmt
Program Services$298,009ProgramServicesAmt
Management And General$11,484ManagementAndGeneralAmt
Fundraising$32,435FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,542,581TotalAmt
Program Services$4,150,696ProgramServicesAmt
Management And General$347,223ManagementAndGeneralAmt
Fundraising$44,662FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$13,565,033TotalAmt
Program Services$12,534,091ProgramServicesAmt
Management And General$895,292ManagementAndGeneralAmt
Fundraising$135,650FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,950,270TotalAmt
Program Services$6,422,049ProgramServicesAmt
Management And General$458,718ManagementAndGeneralAmt
Fundraising$69,503FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Food Service$16,275,309$16,103,502$56,832$114,975
Other Service Agreements$10,694,617$9,881,826$705,845$106,946
Repair and Maintenance$9,163,649$8,467,212$604,801$91,636
Lease and Rental$6,204,536$5,636,819$557,621$10,096

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$12,595,276TotalAmt
Program Services$10,544,292ProgramServicesAmt
Management And General$2,038,710ManagementAndGeneralAmt
Fundraising$12,274FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$381,464,564TotalAmt
Program Services$347,920,243ProgramServicesAmt
Management And General$29,827,866ManagementAndGeneralAmt
Fundraising$3,716,455FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$480,016BOYAmt
EOY$203,329EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,791,702BOYAmt
EOY$4,428,329EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,946,015BOYAmt
EOY$15,877,462EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$479,149BOYAmt
EOY$1,530,478EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$127,737BOYAmt
EOY$100,418EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,394,240BOYAmt
EOY$4,025,993EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$543,868,294LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$233,917,463LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$289,697,998BOYAmt
EOY$309,950,831EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$117,495,680BOYAmt
EOY$98,302,811EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$8,495,711BOYAmt
EOY$9,466,702EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$2,469,869BOYAmt
EOY$2,220,334EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$20,697,805BOYAmt
EOY$15,008,255EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$455,075,922BOYAmt
EOY$461,114,942EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$24,623,464BOYAmt
EOY$24,859,559EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$591,043BOYAmt
EOY$514,796EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$11,599,948BOYAmt
EOY$10,276,657EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$106,592,298BOYAmt
EOY$101,729,838EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$6,750,000BOYAmt
EOY$5,249,751EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$8,000,000BOYAmt
EOY$10,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$23,631,243BOYAmt
EOY$17,652,594EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$181,787,996BOYAmt
EOY$170,283,195EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$197,101,304BOYAmt
EOY$200,315,294EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$76,186,622BOYAmt
EOY$90,516,453EOYAmt

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$273,287,926BOYAmt
EOY$290,831,747EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$455,075,922BOYAmt
EOY$461,114,942EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$10,750,611ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$6,004,346NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$788,864OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,087,058CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32,957,297CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,602,127CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,797,986CurrentTaxYearMinus1YearAmt
Current Tax Year$27,318,441CurrentTaxYearAmt
Total$121,762,909TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,087,058CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32,957,297CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,602,127CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,797,986CurrentTaxYearMinus1YearAmt
Current Tax Year$27,318,441CurrentTaxYearAmt
Total$121,762,909TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$10,780,092SubstantialContributorsTotAmt
Public Support Total170$110,982,817PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,287,434CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,991,403CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,133,519CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,275,888CurrentTaxYearMinus1YearAmt
Current Tax Year$3,381,325CurrentTaxYearAmt
Total$15,069,569TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,290CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$55,525CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$68,214CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,710CurrentTaxYearMinus1YearAmt
Current Tax Year$27,660CurrentTaxYearAmt
Total$234,399TotalAmt
FieldValueIRS element (for citing)
Total Support$137,066,877TotalSupportAmt
Gross Receipts Rltd Activities$1,639,558,022GrossReceiptsRltdActivitiesAmt
Public Support CY1700.80970PublicSupportCY170Pct
Public Support PY1700.81704PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - FUNDRAISING EVENT GROSS INCOME, COLUMN A - 35290.0, COLUMN B - 55525.0, COLUMN C - 68214.0, COLUMN D - 47710.0, COLUMN E - 27660.0, COLUMN F - 234399.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$113,020DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$113,020TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationThe University of New Haven engages in lobbying activities through the services of 'The Normandy Group 'Rome, Smith, and Kowalski Inc.' 'The Normandy Group 'Rome, Smith, and Kowalski Inc' collaborate with the University to advance its federal and state legislative priorities and to secure funding through various Fiscal Year 25 appropriation bills. IN ADDITION, THE UNIVERSITY PAYS DUES TO VARIOUS PROFESSIONAL ORGANIZATIONS. AN IMMATERIAL AMOUNT OF THESE DUES ARE ATTRIBUTED TO LOBBYING EXPENSES.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$97,727,426BeginningYearBalanceAmt
Contributions$1,002,848ContributionsAmt
Investment Earnings Or Losses$11,207,348InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,427,517GrantsOrScholarshipsAmt
Other Expenditures$22,024,577OtherExpendituresAmt
End Year Balance$86,485,528EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$87,499,861BeginningYearBalanceAmt
Contributions$1,432,991ContributionsAmt
Investment Earnings Or Losses$11,781,797InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,127,529GrantsOrScholarshipsAmt
Other Expenditures$1,859,694OtherExpendituresAmt
End Year Balance$97,727,426EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$82,143,956BeginningYearBalanceAmt
Contributions$823,803ContributionsAmt
Investment Earnings Or Losses$7,374,650InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,214,826GrantsOrScholarshipsAmt
Other Expenditures$1,627,722OtherExpendituresAmt
End Year Balance$87,499,861EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$90,951,631BeginningYearBalanceAmt
Contributions$4,766,655ContributionsAmt
Investment Earnings Or Losses-$10,687,059InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,197,230GrantsOrScholarshipsAmt
Other Expenditures$1,690,041OtherExpendituresAmt
End Year Balance$82,143,956EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$66,919,161BeginningYearBalanceAmt
Contributions$7,550,172ContributionsAmt
Investment Earnings Or Losses$18,707,868InvestmentEarningsOrLossesAmt
Grants Or Scholarships$800,155GrantsOrScholarshipsAmt
Other Expenditures$1,425,415OtherExpendituresAmt
End Year Balance$90,951,631EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.279BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.431PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.29TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$32,964,684OtherCostOrOtherBasisAmt
Book Value$32,964,684BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$382,605,012OtherCostOrOtherBasisAmt
Depreciation$132,248,154DepreciationAmt
Book Value$250,356,858BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,767,468OtherCostOrOtherBasisAmt
Depreciation$7,752,850DepreciationAmt
Book Value$3,014,618BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$82,516,540OtherCostOrOtherBasisAmt
Depreciation$73,231,983DepreciationAmt
Book Value$9,284,557BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$35,014,590OtherCostOrOtherBasisAmt
Depreciation$20,684,476DepreciationAmt
Book Value$14,330,114BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$309,950,831TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Federal Income Taxes
OPERATING LEASE LIABILITIES$15,849,327
POSTRETIREMENT HEALTHCARE OBLIGATION$1,803,267
FieldValueIRS element (for citing)
Total Liability$17,652,594TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$254,597,777TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$6,004,346NetUnrealizedGainsInvstAmt
Other Revenue-$143,407,395OtherRevenueAmt
Revenue Not Reported-$137,403,049RevenueNotReportedAmt
Revenue Subtotal$392,000,826RevenueSubtotalAmt
Investment Expenses Not Incld$255,470InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$41,121OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$214,349RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$392,215,175TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$236,518,566TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$302,382OtherExpensesIncludedAmt
Expenses Not Reported$302,382ExpensesNotReportedAmt
Expenses Subtotal$236,216,184ExpensesSubtotalAmt
Investment Expenses Not Incld2$255,470InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$144,992,910OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$145,248,380ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$381,464,564TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE UNIVERSITY'S ENDOWMENT CONSISTS OF 270 INDIVIDUAL FUNDS. THROUGH THE ENDOWMENTS INVESTMENT POLICY, FUNDS ARE AVAILABLE FOR SCHOLARSHIPS, PROFESSORSHIPS, EQUIPMENT, RESEARCH AND PROFESSIONAL DEVELOPMENT.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteTHE University WAS GRANTED AN EXEMPT STATUS UNDER THE INTERNAL REVENUE CODE (IRC) SECTION 501(A), AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). UNDER IRC SECTION 501(A) THE UNIVERSITY IS GENERALLY EXEMPT FROM INCOME TAXES. THE UNIVERSITY BELIEVES IT HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990FINANCIAL AID - -XXX-XX-XXXX UNREALIZED GAINS ON INVESTMENTS HELD IN TRUST BY OTHERS - 788864 ADJUSTMENT FOR NON-CONSOLIDATED SUB (REV) - 796651
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsFundraising expense - -41121
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Fundraising expense - 41121 ADJUSTMENT FOR NON-CONSOLIDATED SUB (EXP) - 261261
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsFINANCIAL AID - XXX-XX-XXXX

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYTHE UNIVERSITY OF NEW HAVEN REFERENCES ITS NON-DISCRIMINATION POLICY IN ITS PUBLICATIONS INCLUDING COURSE CATALOGS, JOB APPLICATIONS, AND STUDENT APPLICATIONS AS WELL AS ON THE UNIVERSITY'S WEBSITE.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTTHE UNIVERSITY OF NEW HAVEN RECEIVES FINANCIAL AID FUNDS FOR DISBURSEMENT TO STUDENTS. FEDERAL FUNDS INCLUDE SEOG, PELL, PERKINS AND FEDERAL WORK STUDY. STATE FUNDS INCLUDE THE ROBERTA WILLIS SCHOLARSHIP PROGRAM. THE UNIVERSITY OF NEW HAVEN IS COMMITTED TO ASSISTING STUDENTS IN FINANCING THEIR EDUCATION. THE UNIVERSITY OFFERS A COMPREHENSIVE FINANCIAL AID PROGRAM, WITH THE STUDENTS RECEIVING ASSISTANCE IN THE FORM OF GRANTS, SCHOLARSHIPS, STUDENT LOANS, AND PART-TIME EMPLOYMENT WHICH ARE AVAILABLE FROM FEDERAL AND STATE FUNDS, PRIVATE SPONSORS, AND FROM UNIVERSITY RESOURCES. 97% OF THE UNIVERSITY'S FULL-TIME STUDENTS RECEIVE SOME FORM OF FINANCIAL ASSISTANCE. IN CALCULATING NEED, THE FINANCIAL AID OFFICE ATTEMPTS TO CONSIDER ALL ASPECTS OF A STUDENT'S FINANCIAL CIRCUMSTANCES. NEED-BASED AWARDS ARE ONLY AVAILABLE TO U.S. CITIZENS OR ELIGIBLE NON-CITIZENS. SOME FUNDS ARE AVAILABLE ON A MERIT BASIS FOR STUDENTS WHO HAVE EXCEPTIONAL ACADEMIC RECORDS OR ATHLETIC ABILITY. STUDENTS MUST BE MAKING SATISFACTORY ACADEMIC PROGRESS AND BE IN GOOD ACADEMIC STANDING IN ORDER TO BE ELIGIBLE TO RECEIVE FINANCIAL AID. GRADUATE STUDENTS MUST SUCCESSFULLY COMPLETE ALL CREDITS FOR WHICH FINANCIAL AID HAS BEEN AWARDED, AS INDICATED ON THE STUDENT'S INDIVIDUAL FINANCIAL AID AWARD LETTER.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)120Program ServicesINSTRUCTION$2,662,557
Middle East and North Africa00Program ServicesSTUDY ABROAD$14,982
Europe (Including Iceland and Greenland)00Program ServicesSTUDY ABROAD$230,012
Middle East and North Africa00Program ServicesRECRUITMENT$24,000
South Asia00Program ServicesRECRUITMENT$1,952,900
East Asia and the Pacific00Grantmaking$3,000
Europe (Including Iceland and Greenland)00Grantmaking$3,194,100
North America (Canada & Mexico only)00Grantmaking$131,294
Middle East and North Africa14Administrative Pre Contract$1,113,843
Europe (Including Iceland and Greenland)00Investments$1,158,569
FieldValueIRS element (for citing)
Subtotal Offices2SubtotalOfficesCnt
Subtotal Employees24SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office2TotalOfficeCnt
Total Employee24TotalEmployeeCnt
Subtotal Spent$10,485,257SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$10,485,257TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
UNH INSTITUTIONAL AIDEast Asia and the Pacific1$3,000ACCT CREDIT
UNH INSTITUTIONAL AIDEurope (Including Iceland and Greenland)299$3,194,100ACCT CREDIT
UNH INSTITUTIONAL AIDNorth America (Canada & Mexico only)7$131,294ACCT CREDIT
FieldValueIRS element (for citing)
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsTHE UNIVERSITY OF NEW HAVEN IS COMMITTED TO ASSISTING STUDENTS IN FINANCING THEIR EDUCATION. THE UNIVERSITY OFFERS A COMPREHENSIVE FINANCIAL AID PROGRAM MADE UP OF ONLY INSTITUTIONAL AID, WITH THE STUDENTS RECEIVING ASSISTANCE IN THE FORM OF GRANTS, SCHOLARSHIPS, STUDENT LOANS, AND PART-TIME EMPLOYMENT. 97% OF THE UNIVERSITY'S UNDERGRADUATE STUDENTS RECEIVE SOME FORM OF FINANCIAL ASSISTANCE. INSTITUTIONAL FINANCIAL AID CAN CONSIST OF MERIT OR NEED BASED GRANTS OR SCHOLARSHIPS. FEDERAL AND STATE FINANCIAL AID IS AWARDED BASED UPON AN INDIVIDUAL'S DEMONSTRATION OF NEED AFTER CAREFUL CONSIDERATION OF THE APPLICATION FOR ASSISTANCE. IN CALCULATING NEED, THE FINANCIAL AID OFFICE ATTEMPTS TO CONSIDER ALL ASPECTS OF A STUDENT'S FINANCIAL CIRCUMSTANCES. FEDERAL AND STATE FINANCIAL AID AWARDS ARE ONLY AVAILABLE TO U.S. CITIZENS OR ELIGIBLE NON-CITIZENS. HOWEVER, CITIZENSHIP IS NOT REQUIRED TO RECEIVE INSTITUTIONAL MERIT OR ATHLETIC SCHOLARSHIPS. STUDENTS MUST BE MAKING SATISFACTORY ACADEMIC PROGRESS TO RECEIVE FEDERAL AND/OR STATE FUNDING. FEDERAL, STATE, PRIVATE GRANT FUNDS, AND INSTITUTIONAL AID FUNDS ARE NORMALLY APPLIED AS CREDITS TO STUDENT ACCOUNTS.
Schedule F, Part V METHOD USED TO ACCOUNT FOR EXPENDITURES ON ORG'S FINANCIAL STATEMENTSEXPENSES ARE REPORTED USING THE ACCRUAL METHOD OF ACCOUNTING, CONSISTENT WITH THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$61,910GrossReceiptsEvent1Amt
Charitable Contri Event1$34,250CharitableContriEvent1Amt
Gross Revenue Event1$27,660GrossRevenueEvent1Amt
Non Cash Prizes Event1$2,400NonCashPrizesEvent1Amt
Rent Facility Costs Event1$16,098RentFacilityCostsEvent1Amt
Food And Beverage Event1$13,041FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$659OtherDirectExpensesEvent1Amt
Event2CELEBRATING CHARGER BASEBALLEvent2Nm
Gross Receipts Event2$9,350GrossReceiptsEvent2Amt
Charitable Contri Event2$9,350CharitableContriEvent2Amt
Gross Revenue Event2$0GrossRevenueEvent2Amt
Food And Beverage Event2$6,963FoodAndBeverageEvent2Amt
Entertainment Event2$1,960EntertainmentEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$71,260GrossReceiptsTotalAmt
Charitable Contributions Tot$43,600CharitableContributionsTotAmt
Gross Revenue Total Events$27,660GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$2,400NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$16,098RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$20,004FoodAndBeverageTotalEventsAmt
Entertainment Total Events$1,960EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$659OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$41,121DirectExpenseSummaryEventsAmt
Net Income Summary-$13,461NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDesc
FEDERAL450$737,790FMV
PRIVATE238$1,026,496FMV
STATE884$2,096,208FMV
INSTITUTIONAL AID8293$137,804,022FMV

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant fundsFormAndLineReferenceDesc
ExplanationTHE UNIVERSITY OF NEW HAVEN IS COMMITTED TO ASSISTING STUDENTS IN FINANCING THEIR EDUCATION. THE UNIVERSITY OFFERS A COMPREHENSIVE FINANCIAL AID PROGRAM MADE UP OF ONLY INSTITUTIONAL AID, WITH THE STUDENTS RECEIVING ASSISTANCE IN THE FORM OF GRANTS, SCHOLARSHIPS, STUDENT LOANS, AND PART-TIME EMPLOYMENT. 97% OF THE UNIVERSITY'S UNDERGRADUATE STUDENTS RECEIVE SOME FORM OF FINANCIAL ASSISTANCE. INSTITUTIONAL FINANCIAL AID CAN CONSIST OF MERIT OR NEED BASED GRANTS OR SCHOLARSHIPS. FEDERAL AND STATE FINANCIAL AID IS AWARDED BASED UPON AN INDIVIDUAL'S DEMONSTRATION OF NEED AFTER CAREFUL CONSIDERATION OF THE APPLICATION FOR ASSISTANCE. IN CALCULATING NEED, THE FINANCIAL AID OFFICE ATTEMPTS TO CONSIDER ALL ASPECTS OF A STUDENT'S FINANCIAL CIRCUMSTANCES. FEDERAL AND STATE FINANCIAL AID AWARDS ARE ONLY AVAILABLE TO U.S. CITIZENS OR ELIGIBLE NON-CITIZENS. HOWEVER, CITIZENSHIP IS NOT REQUIRED TO RECEIVE INSTITUTIONAL MERIT OR ATHLETIC SCHOLARSHIPS. STUDENTS MUST BE MAKING SATISFACTORY ACADEMIC PROGRESS TO RECEIVE FEDERAL AND/OR STATE FUNDING. FEDERAL, STATE, PRIVATE GRANT FUNDS, AND INSTITUTIONAL AID FUNDS ARE NORMALLY APPLIED AS CREDITS TO STUDENT ACCOUNTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
SHEAHON ZENGER
FORMER INTERIM PRESIDENT (END 6/30/2024)$242,633$0$0$0$32,077$0$18,888$0$26,939$0$320,537$0$0$0
JENS FREDERIKSEN PhD
PRESIDENT$399,813$0$0$0$99,710$0$55,667$0$53,983$0$609,173$0$0$0
GEORGE S SYNODI
VP FINANCE$394,731$0$0$0$19,079$0$53,282$0$12,218$0$479,310$0$0$0
BRIAN OTIS
VP INSTITUTIONAL ADV$302,254$0$0$0$1,645$0$50,733$0$60,636$0$415,268$0$0$0
NANCY SAVAGE
PROVOST$309,566$0$0$0$787$0$50,879$0$33,245$0$394,477$0$0$0
GREGORY EICHHORN
VP ENROLLMENT$295,845$0$0$0$3,013$0$18,888$0$61,097$0$378,843$0$0$0
STEVEN H KAPLAN
President Emeritus$719,729$0$0$0$101,068$0$54,050$0$49,301$0$924,148$0$0$0
MARIO T GABOURY
DEAN$288,622$0$0$0$21,294$0$50,975$0$62,575$0$423,466$0$0$0
DANIEL MABREY
INTL PROGRAM MANAGER$233,555$0$0$0$166,613$0$21,020$0$0$0$421,188$0$0$0
BRIAN KENCH
DEAN$310,309$0$0$0$966$0$52,136$0$40,872$0$404,283$0$0$0
RONALD HARICHANDRAN
DEAN$316,025$0$0$0$5,272$0$45,032$0$1,000$0$367,329$0$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Housing allowance or residence for personal useCERTAIN EMPLOYEES RECEIVED TAXABLE ADDITIONAL COMPENSATION RELATED TO HOUSING, TRANSPORTATION, TRAVEL, AND OTHER RELATED EXPENSES. THESE ADDITIONAL COMPENSATION ARRANGEMENTS WERE DEEMED APPROPRIATE BASED ON THE NATURE OF THE EMPLOYEES' ROLES AND RESPONSIBILITIES AND ARE FUNDED THROUGH A SERVICE CONTRACT WITH THE UNIVERSITY. THE ADDITIONAL COMPENSATION ITEMS ARE CODIFIED WITHIN EACH EMPLOYEE'S EMPLOYMENT CONTRACT AND ARE INCLUDED IN THE EMPLOYEE'S SCHEDULE J, PART II, COLUMN (B)(III).
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planCHANCELLOR KAPLAN PARTICIPATED IN A NON-QUALIFIED RETIREMENT PLAN UNDER IRC SECTION 457(F). THERE WERE NO CONTRIBUTIONS MADE TO THE PLAN DURING THE YEAR. ALL PRIOR CONTRIBUTIONS ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE UNTIL THE DATE OF VESTING (JANUARY 2025 AND JANUARY 2026, RESPECTIVELY).
Schedule J, Part II, Column (B)(iii) OTHER REPORTABLE COMPENSATIONTHE $101,068 AMOUNT REPORTED IN COLUMN (B)(III) FOR CHANCELLOR STEVEN H KAPLAN REPRESENTS OTHER REPORTABLE COMPENSATION ITEMS WHICH ARE TAXABLE TO THE CHANCELLOR. THIS INCLUDES $85,000 HOUSING ALLOWANCE AND $16,068 FOR GROUP TERM LIFE INSURANCE COVERAGE.
Schedule J, Part II, Column (B)(iii) REPORTABLE COMPENSATIONTHE $99,710 AMOUNT REPORTED IN COLUMN (B)(III) FOR PRESIDENT JENS FREDERIKSEN, PHD REPRESENTS OTHER REPORTABLE COMPENSATION ITEMS WHICH ARE TAXABLE TO THE PRESIDENT. THIS INCLUDES $32,500 HOUSING ALLOWANCE, $12,750 of transportation allowance, $53,705 of relocation assistance AND $755 FOR GROUP TERM LIFE INSURANCE COVERAGE.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CHEFA 2018 SERIES K1
A06080618620774Y4T12018-05-01$97,611,168See Part VIfalsefalsefalse
CHEFA 2019 SERIES K3
B06080618620774Y6K82018-11-28$26,904,071See Part VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$13,890,000$97,611,168$1,004,718$96,606,4502015Yes (true)falseYes (true)Yes (true)
B$1,820,000$26,904,071$531,301$26,372,7702021falsefalseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)falsefalsefalsefalse0.003100.0031falsefalse0falseYes (true)
BfalseYes (true)falsefalsefalsefalse0.000.0falsefalse0falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalsefalsefalseYes (true)falsefalse0falsefalsefalse0falsefalseYes (true)
BfalsefalsefalseYes (true)falsefalse0falsefalsefalse0falsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part II, Line 11 OTHER SPENT PROCEEDSISSUER NAME: CHEFA 2018 SERIES K1 OF THE SPENT PROCEEDS, $96,098,090 WAS USED TO REFUND BONDS ISSUED 8/11/2010,10/11/2013 AND 11/22/2013. OF THE SPENT PROCEEDS, $508,360 WAS A QUALIFIED HEDGE TERMINATION PAYMENT. ISSUER NAME: CHEFA 2019 SERIES K3 BOND PROCEEDS WERE USED TO CONSTRUCT AN ACADEMIC BUILDING.
Schedule K, Part III, Line 3a MANAGEMENT AND SERVICE CONTRACTSISSUER NAME: CHEFA 2018 SERIES K1 ALL MANAGEMENT AND SERVICE CONTRACTS IN THIS BOND FINANCED SPACE FALL UNDER THE SAFE HARBOR PROVIDED BY REVENUE PROCEDURE 2016-44 AND WILL NOT RESULT IN PRIVATE BUSINESS USE. ISSUER NAME: CHEFA 2019 SERIES K3 ALL MANagement AND SERVICE CONTRACTS IN THIS BOND FINANCED SPACE FALL UNDER THE SAFE HARBOR PROVIDED BY REVENUE PROCEDURE 2016-44 AND WILL NOT RESULT IN PRIVATE BUSINESS USE.
Schedule K, Part I, Column (f) Description of PurposeISSUER NAME: CHEFA 2018 SERIES K1 REFINANCE PRIOR DEBT CHEFA SERIES ISSUER NAME: CHEFA 2019 SERIES K3 CONSTRUCT ACADEMIC BUILDING
Schedule K, Part IV, Line 2c COLUMN AIssuer name: CHEFA 2018 SERIES K1 The calculation for computing no rebate due was performed on 05/01/2023
Schedule K, Part IV, Line 2c COLUMN BIssuer name: CHEFA 2019 SERIES K3 The calculation for computing no rebate due was performed on 11/28/2023

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Contribution5ContributionCnt
Noncash Contributions Rpt F990$903,208NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I NUMBER OF CONTRIBUTIONSFormAndLineReferenceDesc
ExplanationTHE AMOUNT IN COLUMN B INDICATES THE NUMBER OF UNIQUE INDIVIDUAL CONTRIBUTIONS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 1a Delegate broad authority to a committeeThe bylaws provide for an executive committee that is delegated broad authority to act on behalf of the governing body in between board meetings. However, the Executive Committee shall not have the authority to make any of the following decisions: (i) the sale of the University's real estate that is being used for educational purposes; (ii) the hiring or firing of the President; and (iii) the various matters prohibited by the Act, at C.G.S. section 33-1101(e) (for example: the amending or repealing of the Bylaws, or the adoption of new Bylaws; the election of Board Members; or, the approval of a proposal to dissolve the University). The Executive Committee shall be comprised of the following Board Members: (i) the Board Chair and the Board Vice Chair; (ii) the Chair of each Standing Committee; and (iii) a maximum of two additional Board Members, as may be selected by the Board Chair. The President shall attend each Executive Committee Meeting (except its Executive Sessions); and he/she shall fully participate therein, but shall not have a vote nor shall be counted as part of the quorum.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyA COMPLETED COPY OF THE FORM 990 WAS MADE AVAILABLE TO ALL BOARD MEMBERS VIA A SECURE WEB PORTAL FOR REVIEW, COMMENT AND QUESTIONS PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE.
Form 990, Part VI, Line 12c Conflict of interest policyTHE CONFLICT OF INTEREST POLICY WAS CREATED TO COMPLY WITH THE CONNECTICUT REVISED NON-STOCK CORPORATION ACT AND WHICH MEETS THE REQUIREMENTS OF THE INTERNAL REVENUE SERVICE. THE POLICY IDENTIFIES WHAT CONSTITUTES A CONFLICT OF INTEREST FOR A BOARD MEMBER AND WHAT IS REQUIRED OF A BOARD MEMBER IF A CONFLICT WERE TO ARISE. THE UNDERLYING PRINCIPLES OF THE POLICY ARE AIMED AT ENSURING THAT A FULL AND TIMELY DISCLOSURE IS MADE BY A BOARD MEMBER REGARDING ANY CONFLICT OF INTEREST THAT MAY OCCUR. BOARD MEMBERS WITH CONFLICTS ARE NOT TO BE INVOLVED IN ANY BOARD DELIBERATIONS OR VOTE ON THE MATTER. IN ADDITION, IF THE TRANSACTION IS TO BE APPROVED AT THE UNIVERSITY STAFF LEVEL, THEN, THE BOARD MEMBER SHALL HAVE NO INVOLVEMENT IN THE STAFF DECISION-MAKING PROCESS. THE PROCEDURES REGARDING THE IMPLEMENTATION OF THE CONFLICTS POLICY CONTAIN THREE STEPS: (I) THE REQUIRED SUBMISSION BY EACH BOARD MEMBER OF THE ANNUAL CONFIRMATION FORM WHICH IS SIGNED AND RETURNED BY EACH BOARD MEMBER TO THE ASSOCIATE VICE PRESIDENT FOR FINANCE FOR HIS/HER REVIEW; (II) ANY CONFLICTS WOULD THEN BE REPORTED TO THE BOARD; AND (III) THE BOARD CHAIR WOULD RESOLVE, AS MAY BE NECESSARY, ANY SUCH CONFLICTS. THE SCOPE OF THIS POLICY COVERS CURRENT BOARD MEMBERS, AND IS REVIEWED AND MONITORED WITH THE SUBMISSION OF THE ANNUAL CONFIRMATION FORM VIA THE MULTI-STEP PROCESS DESCRIBED IN THIS NARRATIVE.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialTHERE ARE TWO SEQUENTIAL STEPS TAKEN EACH FISCAL YEAR AT THE UNIVERSITY OF NEW HAVEN WITH REGARD TO THE DECISIONS MADE BY THE BOARD OF GOVERNORS IN CONNECTION WITH THE COMPENSATION AWARDED TO THE SENIOR MANAGEMENT OFFICIALS AT THE UNIVERSITY. THE SENIOR OFFICERS CONSIST OF: (I) THE PRESIDENT; (II) THE PROVOST; AND (III) THE VICE PRESIDENTS. THE FIRST STEP INVOLVES A SPECIAL COMMITTEE OF THE BOARD OF GOVERNORS, THE COMPENSATION COMMITTEE (THE "COMMITTEE"), WHICH IS COMPRISED OF FIVE MEMBERS: (I) THE BOARD CHAIR AND VICE CHAIR; AND (II) THREE OTHER BOARD MEMBERS (INCLUDING ONE BOARD MEMBER WHO IS A PRACTICING CONNECTICUT ATTORNEY). THE MEMBERS OF THE COMMITTEE ARE SELECTED BY THE BOARD CHAIR; AND THE COMMITTEE HAS BEEN AUTHORIZED BY THE BOARD TO ACT IN ITS SPECIAL CAPACITY. THE MEMBERS OF THE COMMITTEE ARE INDEPENDENT PERSONS WITH NO CONFLICTS OF INTEREST, AND WHO ARE THUS ABLE TO CONDUCT THE COMPENSATION REVIEW AT "ARMS' LENGTH". WITH REGARD TO THE UNIVERSITY'S 7/1/24-6/30/25 FISCAL YEAR, THE COMMITTEE CONDUCTED AN IN-DEPTH REVIEW, AND DISCUSSION, OF FOUR RELEVANT MATTERS. THIS REVIEW TOOK PLACE ON AUGUST 20, 2025. FIRST, IT REVIEWED THE VARIOUS ELEMENTS OF THE COMPENSATION FOR EACH SENIOR OFFICER, INCLUDING BASE SALARY, BONUS INCENTIVES, STANDARD ERISA-QUALIFIED HEALTH AND RETIREMENT PLANS, TAXABLE ALLOWANCES, AND OTHER BENEFITS. SECOND, THE COMMITTEE REVIEWED APPROPRIATE COMPENSATION COMPARABILITY DATA BASED ON THE GEOGRAPHIC LOCATION, ACADEMIC PROGRAMS OFFERED AND THE FINANCIAL RESOURCES OF OTHER RELEVANT UNIVERSITIES. THIRD, THE REASONABLENESS OF THIS COMPENSATION DATA WAS SUBSTANTIATED WITH BENCHMARKING EACH SENIOR OFFICER'S POSITION WITH MARKET NORMS. FOURTH, AND FINALLY, THE LEVELS OF RESPONSIBILITY AND OVERALL QUALIFICATIONS OF EACH OF THE SENIOR OFFICERS RELATIVE TO MARKET COMPARABLE POSITIONS, AND ALSO EACH SENIOR OFFICER'S JOB PERFORMANCE, WERE ALSO REVIEWED. (AS IS PRUDENT, THE COMMITTEE'S DELIBERATIONS AND DECISIONS WERE DOCUMENTED BY CONTEMPORANEOUSLY-PREPARED MINUTES BY THE COMMITTEE MEMBER WHO IS A PRACTICING CONNECTICUT ATTORNEY.) THE SECOND AND FINAL STEP IN THE COMPENSATION ANNUAL REVIEW AND APPROVAL PROCESS COMMENCED WITH THE COMMITTEE'S PRESENTATION OF ITS ANNUAL REPORT AND RECOMMENDATIONS AT A MEETING OF THE BOARD OF GOVERNORS ON OCTOBER 3, 2025 WITH REGARD TO: (I) THE DATA THAT THE COMMITTEE REVIEWED; AND (II) ITS COMPENSATION RECOMMENDATIONS TO THE BOARD. (IN THIS CONTEXT, ALL MEMBERS OF THE BOARD ARE INDEPENDENT PERSONS WITH NO CONFLICTS OF INTEREST, AND WHO ARE THUS ABLE TO CONDUCT THE COMPENSATION REVIEW AT "ARMS' LENGTH.") THE BOARD THEN DISCUSSED THE DATA GATHERED FROM THE COMMITTEE AND ALSO THE COMMITTEE'S RECOMMENDATIONS. THEREUPON, A RESOLUTION WAS ADOPTED BY A MAJORITY OF THE BOARD IN ITS RATIFICATION / APPROVAL OF THE PARTICULAR COMPENSATION AMOUNTS TO BE AWARDED TO EACH OF THE SENIOR OFFICERS. (AS IS PRUDENT, THE BOARD'S DELIBERATIONS AND DECISIONS WERE DOCUMENTED BY CONTEMPORANEOUSLY-PREPARED MINUTES BY A BOARD MEMBER WHO IS A PRACTICING CONNECTICUT ATTORNEY). IN ADDITION, COMPENSATION FOR OTHER SENIOR EMPLOYEES IS CALCULATED IN A SIMILAR FASHION AS PROVIDED ABOVE BUT DOES NOT REQUIRE COMMITTEE OR BOARD REVIEW OR APPROVAL. THEREFORE, THE UNIVERSITY OF NEW HAVEN HAS CONCLUDED THAT ITS PROCEDURES FOR DETERMINING THE COMPENSATION OF ITS SENIOR MANAGEMENT OFFICIALS, AND ALL OTHER OFFICERS AND KEY EMPLOYEES OF THE UNIVERSITY, MEET THE REQUIREMENTS OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesSEE NOTE FOR PART VI, SECTION B, LINE 15A
Form 990, Part VI, Line 19 Required documents available to the publicTHE UNIVERSITY ALLOWS ACCESS TO IMPORTANT DOCUMENTS OF PUBLIC INTEREST THROUGH THE UNIVERSITY'S WEB SITE. THE UNIVERSITY'S TAX RETURN (FORM 990) AND AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR PUBLIC INSPECTION.
Form 990, Part VIII, Line 11d Other Miscellaneous RevenueOTHER INT INC AND OTHER SOURCES - Total Revenue: 775814, Related or Exempt Function Revenue: 775814, 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 balancesUnrealized gains on investments held in trust by others - 788864; Total - 788864;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
HENRY C LEE INST OF FORENSIC SCIENCE
300 BOSTON POST ROADWEST HAVENCT06516061629144EDUCATIONCT501(c)(3)Type IIUNHYes (true)
UNIVERSITY OF NEW HAVEN DENTAL CENT
300 BOSTON POST ROADWEST HAVENCT06516061629143INACTIVE CORPCT501(c)(3)Type IUNHYes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER UNITRUST (1)
300 BOSTON POST ROADWEST HAVENCT06516CHARITABLE TRUSTCTNATrustYes (true)
CHARITABLE TRUST (1)
300 BOSTON POST ROADWEST HAVENCT06516CHARITABLE TRUSTCTNATrustYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
HENRY C LEE INSTITUTE OF FORENSIC SCIENCE
N$403,501FMV
HENRY C LEE INSTITUTE OF FORENSIC SCIENCE
O$610,372FMV