2026-05-13T09:57:51+00:00 2025-06-30 135565207 KPMG LLP Two Manhattan West 375 9th Avenue New York NY 10001 990 2024-07-01 060761704 University of New Haven UNIV 2039327000 300 Boston Post Road West Haven CT 06516 GEORGE S SYNODI VP FOR FINANCE 2026-05-13 true Toby Kerslake P01875806 2127589700 2026-05-13 2024 2025-03-06 01:10:19Z JENS FREDERIKSEN PHD 300 Boston Post Road West Haven CT 06516 457902370 false X WWW.NEWHAVEN.EDU X 1920 CT UNIVERSITY OF NEW HAVEN IS A STUDENT-CENTERED COMPREHENSIVE UNIVERSITY WITH AN EMPHASIS ON EXCELLENCE IN LIBERAL ARTS & PROFESSIONAL EDUCATION. 21 21 3174 304 0 17797986 27318441 356085320 351001887 2566921 8024100 3267344 5870747 379717571 392215175 138911686 144992910 0 118235911 126095478 0 3716455 116871691 110376176 374019288 381464564 5698283 10750611 455075922 461114942 181787996 170283195 273287926 290831747 The 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. false false 261288102 127500091 267943463 UNIVERSITY 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. 86632141 17492819 88838778 GRADUATE 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. 347920243 true true false true false false false false false true true false false false true true false true true true true false true false true false false false true true true false false false false false false false false false false true false false false false true true true false false true X 9624 0 true 3174 true false true IT false false false true true false false false false false false X 21 21 false false false false false false false true true false false false true true true true true true true true false false X X GEORGE S SYNODI 2039327273 300 BOSTON POST ROAD WEST HAVEN CT 06516 ALEN LOVE BOARD OF GOVERNORS 1.0 0.0 X 0 0 0 ALICE G GAO BOARD OF GOVERNORS 1.0 0.0 X 0 0 0 ALLEN MASAREK BOARD OF GOVERNORS (START 10/04/2024) 1.0 0.0 X 0 0 0 ANIL SHAH BOARD OF GOVERNORS 1.0 0.0 X 0 0 0 ANTHONY SCILLIA BOARD OF 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GOVERNORS 1.0 1.0 X 0 0 0 ROWENA TRACK BOARD OF GOVERNORS (END 09/10/2024) 1.0 0.0 X 0 0 0 SAMUEL BERGAMI BOARD OF GOVERNORS (END 03/07/2025) 1.0 0.0 X 0 0 0 SHELLEY STEWART BOARD OF GOVERNORS (END 12/31/2024) 1.0 0.0 X 0 0 0 STEPHEN TAGLIATELA BOARD OF GOVERNORS 1.0 0.0 X 0 0 0 WILKINGSON GERMAIN BOARD OF GOVERNORS 1.0 0.0 X 0 0 0 BRIAN OTIS VP INSTITUTIONAL ADV 35.0 0.0 X 303899 0 111369 GEORGE S SYNODI VP FINANCE 34.0 1.0 X 413810 0 65500 GREGORY EICHHORN VP ENROLLMENT 35.0 0.0 X 298858 0 79985 JENS FREDERIKSEN PhD PRESIDENT 35.0 0.0 X 499523 0 109650 NANCY SAVAGE PROVOST 35.0 0.0 X 310353 0 84124 BRIAN KENCH DEAN 35.0 0.0 X 311275 0 93008 DANIEL MABREY INTL PROGRAM MANAGER 35.0 0.0 X 400168 0 21020 MARIO T GABOURY DEAN 35.0 0.0 X 309916 0 113550 RONALD HARICHANDRAN DEAN 35.0 0.0 X 321297 0 46032 STEVEN H KAPLAN President Emeritus 35.0 0.0 X 820797 0 103351 SHEAHON ZENGER FORMER INTERIM PRESIDENT (END 6/30/2024) 0.0 0.0 X 274710 0 45827 4264606 0 873416 274 true true false SODEXO INC PO BOX 360170 PITTSBURGH PA 15251 FOOD SERVICE 18023932 CONSIGLI CONSTRUCTION CO INC 72 SUMNER ST MILFORD MA 01757 CONSTRUCTION 8782121 MILESTONE CONSTRUCTION SERVICES INC 545 LONG WHARF DR STE 603 NEW HAVEN CT 06511 CONSTRUCTION 6009672 PAT MUNGER CONSTRUCTION CO INC 750 EAST MAIN STREET STE 1 BRANFORD CT 06405 CONSTRUCTION 4647972 DIVERSIFIED BUILDING SERVICES 101 N PLAINS INDUSTRIAL RD WALLINGFORD CT 06492 MAINTENANCE 4108377 46 43600 10210637 17064204 903208 27318441 TUITION 611600 301309797 301309797 RESIDENCE FEES 721310 32605490 32605490 DINING FEES 722320 15989492 15989492 COMMISSIONS 611710 258219 258219 ATHLETIC AND auxiliary 900099 838889 838889 0 0 0 0 351001887 3213658 3213658 63813 63813 103854 103854 0 103854 103854 70350203 42500 65493402 152672 4856801 -110172 4746629 4746629 27660 43600 41121 -13461 -13461 ACADEMIC SUPPORT REVENUE 900099 2782116 2782116 Grant Revenue IDC 900099 1329647 1329647 INCENTIVES AND REBATES 900099 892777 892777 775814 775814 0 0 5780354 392215175 356782241 0 8114493 141664516 141664516 3328394 3328394 2409449 496786 1350128 562535 97934975 84016522 12233929 1684524 6982703 5550168 1263043 169492 11941500 10268404 1479939 193157 6826851 5881318 830798 114735 646063 646063 140075 134150 5925 113020 113020 255470 190076 65394 8738374 7423372 1222177 92825 1438399 1438350 49 6182793 5148027 872869 161897 5509473 1818126 3636252 55095 5137212 4746784 339056 51372 1882098 1663734 205718 12646 341928 298009 11484 32435 4542581 4150696 347223 44662 13565033 12534091 895292 135650 6950270 6422049 458718 69503 Food Service 16275309 16103502 56832 114975 Other Service Agreements 10694617 9881826 705845 106946 Repair and Maintenance 9163649 8467212 604801 91636 Lease and Rental 6204536 5636819 557621 10096 12595276 10544292 2038710 12274 381464564 347920243 29827866 3716455 480016 203329 5791702 4428329 7946015 15877462 479149 1530478 0 0 0 0 127737 100418 0 0 1394240 4025993 543868294 233917463 289697998 309950831 117495680 98302811 8495711 9466702 2469869 2220334 0 0 20697805 15008255 455075922 461114942 24623464 24859559 591043 514796 11599948 10276657 106592298 101729838 0 0 0 0 6750000 5249751 8000000 10000000 23631243 17652594 181787996 170283195 X 197101304 200315294 76186622 90516453 0 0 0 0 0 0 273287926 290831747 455075922 461114942 X 10750611 6004346 788864 X false true true true true X 26087058 32957297 17602127 17797986 27318441 121762909 0 0 26087058 32957297 17602127 17797986 27318441 121762909 10780092 110982817 2287434 2991403 3133519 3275888 3381325 15069569 0 35290 55525 68214 47710 27660 234399 137066877 1639558022 0.80970 0.81704 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - 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; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 113020 false false 113020 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY The 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. 97727426 1002848 11207348 1427517 22024577 86485528 87499861 1432991 11781797 1127529 1859694 97727426 82143956 823803 7374650 1214826 1627722 87499861 90951631 4766655 -10687059 1197230 1690041 82143956 66919161 7550172 18707868 800155 1425415 90951631 0.279 0.431 0.29 false false 32964684 32964684 382605012 132248154 250356858 10767468 7752850 3014618 82516540 73231983 9284557 35014590 20684476 14330114 309950831 Federal Income Taxes OPERATING LEASE LIABILITIES 15849327 POSTRETIREMENT HEALTHCARE OBLIGATION 1803267 17652594 X 254597777 6004346 -143407395 -137403049 392000826 255470 -41121 214349 392215175 236518566 302382 302382 236216184 255470 144992910 145248380 381464564 Schedule D, Part V, Line 4 Intended uses of endowment funds THE 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) footnote THE 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 990 FINANCIAL 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 statements Fundraising expense - -41121 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Fundraising 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 statements FINANCIAL AID - XXX-XX-XXXX true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY THE 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 GOVERNMENT THE 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. true Europe (Including Iceland and Greenland) 1 20 Program Services INSTRUCTION 2662557 Middle East and North Africa 0 0 Program Services STUDY ABROAD 14982 Europe (Including Iceland and Greenland) 0 0 Program Services STUDY ABROAD 230012 Middle East and North Africa 0 0 Program Services RECRUITMENT 24000 South Asia 0 0 Program Services RECRUITMENT 1952900 East Asia and the Pacific 0 0 Grantmaking 3000 Europe (Including Iceland and Greenland) 0 0 Grantmaking 3194100 North America (Canada & Mexico only) 0 0 Grantmaking 131294 Middle East and North Africa 1 4 Administrative Pre Contract 1113843 Europe (Including Iceland and Greenland) 0 0 Investments 1158569 2 24 0 0 2 24 10485257 0 10485257 UNH INSTITUTIONAL AID East Asia and the Pacific 1 3000 ACCT CREDIT UNH INSTITUTIONAL AID Europe (Including Iceland and Greenland) 299 3194100 ACCT CREDIT UNH INSTITUTIONAL AID North America (Canada & Mexico only) 7 131294 ACCT CREDIT false false false false true true Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds THE 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 STATEMENTS EXPENSES ARE REPORTED USING THE ACCRUAL METHOD OF ACCOUNTING, CONSISTENT WITH THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS. GOLF TOURNAMENT 61910 34250 27660 2400 16098 13041 659 CELEBRATING CHARGER BASEBALL 9350 9350 0 6963 1960 0 71260 43600 27660 2400 16098 20004 1960 659 41121 -13461 true FEDERAL 450 737790 FMV PRIVATE 238 1026496 FMV STATE 884 2096208 FMV INSTITUTIONAL AID 8293 137804022 FMV Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds THE 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. X true true X X X X false true false false false false false false false SHEAHON ZENGER FORMER INTERIM PRESIDENT (END 6/30/2024) 242633 0 0 0 32077 0 18888 0 26939 0 320537 0 0 0 JENS FREDERIKSEN PhD PRESIDENT 399813 0 0 0 99710 0 55667 0 53983 0 609173 0 0 0 GEORGE S SYNODI VP FINANCE 394731 0 0 0 19079 0 53282 0 12218 0 479310 0 0 0 BRIAN OTIS VP INSTITUTIONAL ADV 302254 0 0 0 1645 0 50733 0 60636 0 415268 0 0 0 NANCY SAVAGE PROVOST 309566 0 0 0 787 0 50879 0 33245 0 394477 0 0 0 GREGORY EICHHORN VP ENROLLMENT 295845 0 0 0 3013 0 18888 0 61097 0 378843 0 0 0 STEVEN H KAPLAN President Emeritus 719729 0 0 0 101068 0 54050 0 49301 0 924148 0 0 0 MARIO T GABOURY DEAN 288622 0 0 0 21294 0 50975 0 62575 0 423466 0 0 0 DANIEL MABREY INTL PROGRAM MANAGER 233555 0 0 0 166613 0 21020 0 0 0 421188 0 0 0 BRIAN KENCH DEAN 310309 0 0 0 966 0 52136 0 40872 0 404283 0 0 0 RONALD HARICHANDRAN DEAN 316025 0 0 0 5272 0 45032 0 1000 0 367329 0 0 0 Schedule J, Part I, Line 1a Housing allowance or residence for personal use CERTAIN 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 plan CHANCELLOR 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 COMPENSATION THE $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 COMPENSATION THE $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. A CHEFA 2018 SERIES K1 060806186 20774Y4T1 2018-05-01 97611168 See Part VI false false false B CHEFA 2019 SERIES K3 060806186 20774Y6K8 2018-11-28 26904071 See Part VI false false false A 13890000 97611168 1004718 96606450 2015 true false true true B 1820000 26904071 531301 26372770 2021 false false true true A false true false false false false 0.0031 0 0.0031 false false 0 false true B false true false false false false 0.0 0 0.0 false false 0 false true A false false false true false false 0 false false false 0 false false true B false false false true false false 0 false false false 0 false false true A true B true Schedule K, Part II, Line 11 OTHER SPENT PROCEEDS ISSUER 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 CONTRACTS ISSUER 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 Purpose ISSUER 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 A Issuer 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 B Issuer name: CHEFA 2019 SERIES K3 The calculation for computing no rebate due was performed on 11/28/2023 5 903208 Market value 0 false true false Schedule M, Part I NUMBER OF CONTRIBUTIONS THE AMOUNT IN COLUMN B INDICATES THE NUMBER OF UNIQUE INDIVIDUAL CONTRIBUTIONS. Form 990, Part VI, Line 1a Delegate broad authority to a committee The 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 body A 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 policy THE 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 official THERE 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 employees SEE NOTE FOR PART VI, SECTION B, LINE 15A Form 990, Part VI, Line 19 Required documents available to the public THE 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 Revenue OTHER 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 balances Unrealized gains on investments held in trust by others - 788864; Total - 788864; HENRY C LEE INST OF FORENSIC SCIENCE 300 BOSTON POST ROAD WEST HAVEN CT 06516 061629144 EDUCATION CT 501(c)(3) Type II UNH true UNIVERSITY OF NEW HAVEN DENTAL CENT 300 BOSTON POST ROAD WEST HAVEN CT 06516 061629143 INACTIVE CORP CT 501(c)(3) Type I UNH true CHARITABLE REMAINDER UNITRUST (1) 300 BOSTON POST ROAD WEST HAVEN CT 06516 CHARITABLE TRUST CT NA Trust true CHARITABLE TRUST (1) 300 BOSTON POST ROAD WEST HAVEN CT 06516 CHARITABLE TRUST CT NA Trust true false false false false false false false false false false false false false true true false false false false HENRY C LEE INSTITUTE OF FORENSIC SCIENCE N 403501 FMV HENRY C LEE INSTITUTE OF FORENSIC SCIENCE O 610372 FMV