2026-05-12T11:59:41-05:00 2025-06-30 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2024-07-01 042103629 SIMMONS UNIVERSITY SIMM 6175213593 300 THE FENWAY BOSTON MA 02115 MEGHAN E KASS VP, CFO & TREASURER 6175213593 2026-05-12 1 1 BRENDA L BOOTH P01342395 6178075000 2026-05-12 2024 2025-03-06 01:10:19Z LYNN PERRY WOOTEN 300 THE FENWAY BOSTON MA 02115 272199995 0 X WWW.SIMMONS.EDU X 1899 MA SIMMONS UNIVERSITY IS A COMMUNITY OF HIGHER LEARNING THAT UNITES PASSION WITH PURPOSE. 25 24 2327 749 3253541 1168609 16860111 17061764 179405590 169442260 17806953 30851226 6431424 8552456 220504078 225907706 60849395 61115632 0 0 74276361 74596997 0 62407 2414714 91481770 85686808 226607526 221461844 -6103448 4445862 565498206 558235786 314101250 303971514 251396956 254264272 SIMMONS UNIVERSITY IS A COMMUNITY OF HIGHER LEARNING THAT UNITES PASSION WITH PURPOSE. 0 0 71424000 48267817 73905586 INSTRUCTION - UNDERGRADUATE PROGRAMS: SIMMONS UNIVERSITY IS A PRIVATE INSTITUTION OFFERING A WOMEN-CENTERED UNDERGRADUATE EXPERIENCE THAT EMPHASIZES LEADERSHIP, ACADEMIC EXCELLENCE, PROFESSIONAL PREPARATION, AND AN INCLUSIVE COMMUNITY. DURING THE 2025 ACADEMIC YEAR, THE UNIVERSITY SERVED 1,756 UNDERGRADUATE STUDENTS AND CONFERRED 482 BACCALAUREATE DEGREES. INSTRUCTION INCLUDES EXPENDITURES FOR THE UNDERGRADUATE PROGRAM, INCLUDING THE ONLINE PROGRAM FOR ADULT LEARNERS, AS WELL AS FINANCIAL AID PROVIDED BY THE UNIVERSITY TO STUDENTS IN THE FORM OF SCHOLARSHIPS AND GRANTS. APPROXIMATELY 95% OF UNDERGRADUATES RECEIVED FINANCIAL AID IN THE FORM OF SCHOLARSHIPS OR GRANTS FROM THE UNIVERSITY. 56026221 12464999 73652007 INSTRUCTION - GRADUATE PROGRAMS: SIMMONS CURRENTLY SERVES 3,652 STUDENTS IN GRADUATE PROGRAMS AT THE MASTER AND DOCTORAL LEVELS. THE UNIVERSITY'S GRADUATE PROGRAMS ARE CO-EDUCATIONAL. THESE PROGRAMS ARE HOUSED IN THE GWEN IFILL COLLEGE OF MEDIA, HUMANITIES, AND SOCIAL SCIENCES; SCHOOL OF LIBRARY AND INFORMATION SCIENCE; SCHOOL OF NURSING; SCHOOL OF SOCIAL WORK; SCHOOL OF SCIENCES AND HEALTH PROFESSIONS; AND THE SCHOOL OF MANAGEMENT. THE UNIVERSITY OFFERS ONLINE PROGRAMS IN NURSING, SOCIAL WORK, BEHAVIORAL ANALYSIS, AND PUBLIC HEALTH REACHING ALL FIFTY STATES, THE DISTRICT OF COLUMBIA AND CANADA. DURING THE 2025 ACADEMIC YEAR, THE UNIVERSITY CONFERRED 1,306 GRADUATE DEGREES AND CERTIFICATES. INSTRUCTION INCLUDES EXPENDITURES FOR THE GRADUATE PROGRAMS AS WELL AS FINANCIAL AID. 58375989 382816 21859906 ACADEMIC SUPPORT AND STUDENT SERVICES - INCLUDES EXPENDITURES FOR ACTIVITIES THAT SUPPORT AND ENHANCE THE STUDENT'S EDUCATION, AS WELL AS CONTRIBUTE TO THEIR EMOTIONAL AND PHYSICAL WELL-BEING. INCLUDED IN THIS CATEGORY IS THE UNIVERSITY LIBRARY WHICH HOUSES OVER 140,345 PRINTVOLUMES, SUBSCRIBES TO AND/OR PROVIDES ACCESS TO 151,562 E-JOURNALS, 244,296 E-BOOKS, AND 114 ELECTRONIC DATABASES FOR ARTICLES, REFERENCE CONTENT, STATISTICS AND BEYOND. ALSO INCLUDED IN THIS CATEGORY IS THE UNIVERSITY'S HEALTH CENTER WHOSE STAFF HANDLED 2,013 STUDENT/PATIENT VISITS DURING FISCAL YEAR 2025. ANOTHER COMPONENT OF THIS CATEGORY IS THE CAREER EDUCATION CENTER WHICH HAD 3,280 STUDENT CONTACTS DURING FISCAL YEAR 2025 THROUGH MULTIPLE CHANNELS. 185826210 1 1 0 1 0 0 0 1 1 1 1 1 0 1 1 1 1 0 1 0 1 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 183 0 1 2327 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 25 24 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA AK CO DC KY MD MI NH NY OH OK OR PA SC WA WI X JEFFREY PINKHAM 6175212010 300 THE FENWAY BOSTON MA 02115 LYNN PERRY WOOTEN PRESIDENT 40.00 X X 533423 0 123602 STEPHANIE COSNER PROVOST 40.00 X 330563 0 54231 MEGHAN KASS VP, CHIEF FIN. OFF., TREASURER 40.00 X 300959 0 57380 KERRI BROPHY VP, ENROLLMENT MANAGEMENT 40.00 X 289516 0 52768 HEATHER SHLOSSER DEAN, SCHOOL OF NURSING 40.00 X 283696 0 51264 SUSAN BRADY CEO, INST. FOR INCLUSIVE LEADERSHIP 40.00 X 314790 0 15743 BETH KRAMER VP CHIEF DEVELOPMENT OFFICER (UNTIL 09/24) 40.00 X 292884 0 33192 GRETCHEN GROGGEL RALSTONVP GEN COUNC. & SECR. OF BD (UNTIL 10/24) 40.00 X 221460 0 49615 DAVID BRUCE VP, CHIEF INFO. OFF. 40.00 X 223428 0 47488 LAURA BRINK PISINSKI VP, REAL EST. DEV. & FACIL.MGMT 40.00 X 217226 0 25217 SARA SIMBERG AS OF 1025 INTERIM VP/CO-GEN. COUNSEL/SEC. BOT 40.00 X 132987 0 6501 JANE BUYERS TRUSTEE COMMITTEE CHAIR (UNTIL 10/24) 5.00 X 0 0 0 BARBARA LATZ COHEN TRUSTEE 1.00 X 0 0 0 DENISE COLL TRUSTEE, COMMITTEE CHAIR 5.00 X 0 0 0 TERRI COOPER TRUSTEE 1.00 X 0 0 0 PATRICIA D'AMORE TRUSTEE 1.00 X 0 0 0 TIFFANY DUFU TRUSTEE 1.00 X 0 0 0 JENNIFER ECKERT CLERK, TRUSTEE 5.00 X X 0 0 0 APRIL EVANS TRUSTEE, COMMITTEE CHAIR 5.00 X 0 0 0 ELIZABETH FENDER TRUSTEE, COMMITTEE CHAIR 5.00 X 0 0 0 DAVID FERRIERO TRUSTEE (UNTIL 01/25) 1.00 X 0 0 0 MILLICENT GORHAM TRUSTEE, COMMITTEE CHAIR 5.00 X 0 0 0 ROBERTO IFILL TRUSTEE, COMMITEE CHAIR 5.00 X 0 0 0 ALIX LAAGER TRUSTEE, COMMITTEE CHAIR 5.00 X 0 0 0 STEVEN LIPINER TRUSTEE 1.00 X 0 0 0 STACY MULLANEY TRUSTEE 1.00 X 0 0 0 ANGELA PATTERSON TRUSTEE 1.00 X 0 0 0 REGINA M PISA CHAIR OF THE BOARD, TRUSTEE 10.00 X X 0 0 0 JEFFREY SINGER TRUSTEE, COMMITTEE CHAIR 5.00 X 0 0 0 IRENE SPERIDAKOS TRUSTEE 1.00 X 0 0 0 CHARLOTTE STREAT TRUSTEE 1.00 X 0 0 0 WINSTON TABB TRUSTEE, COMMITTEE CHAIR 5.00 X 0 0 0 ALISON TAUNTON-RIGBY VICE CHAIR, TRUSTEE 5.00 X X 0 0 0 MAUREEN THORNTON SYRACUSE TRUSTEE 1.00 X 0 0 0 PAMELA J TOULOPOULOS TRUSTEE, COMMITTEE CHAIR 5.00 X 0 0 0 SUSAN TRAVERSO TRUSTEE 1.00 X 0 0 0 LAURA WOOD TRUSTEE 1.00 X 0 0 0 3140932 0 517001 131 1 1 0 2U INC 8201 CORPORATE DRIVE S 900 LANDOVER MD 20785 ONLINE PROGRAM PARTNER 24818555 ARAMARK SERVICES INC PO BOX 978839 DALLAS TX 753978839 FOOD SERVICES 6055896 C&W FACILITY SERVICES INC 117 KENDRICK STREET SUITE 250 NEEDHAM MA 02494 FACILITIES MGMT. SERVICES 3442603 WORKDAY INC 6110 STONERIDGE MALL ROAD PLEASANTON CA 94588 ENTERPRISE RESOURCE PLANNING SYSTEM 1397127 EAB GLOBAL INC 2445 M STREET NW WASHINGTON DC 20037 ADVISORY SERVICES 1216264 71 99700 4112773 12849291 3332732 17061764 TUITION AND FEES 900099 147557594 147557594 RESIDENCE & DINING 900099 16490541 16490541 AUXILIARY & OTHER OP. REVENUE 900099 5394125 5369364 24761 169442260 7169089 -164642 7333731 8583232 0 8583232 8583232 3393422 5189810 69813000 46130863 23682137 23682137 23682137 130650 99700 161426 -30776 -30776 225907706 169417499 3253541 36174902 382816 382816 60188869 60188869 543947 543947 1386405 1386405 58956566 53259304 4417489 1279773 2090523 1614268 448587 27668 7895923 932794 6960296 2833 4267580 4267580 285597 12000 273597 124258 124258 62407 62407 840163 840163 1889013 1024646 588829 275538 236281 183341 50690 2250 703377 601631 100698 1048 3939928 881250 2950975 107703 8434520 6965779 1468741 1370237 1185764 156347 28126 402503 343988 56321 2194 10842229 10107219 735010 15737878 11204175 4270315 263388 1095727 16445 1079282 DISTANCE LEARNING 20484491 20484491 FOOD SERVICE EXPENSE 7445108 6964722 417081 63305 CONTRACTED SERVICES 6809449 4601254 2000625 207570 LIBRARY EXPENSES 1136724 1136655 69 3909325 1804447 2013967 90911 221461844 185826210 33220920 2414714 5544924 6082930 6586569 6184866 8285484 6865471 572984 592164 2881158 3195208 497420247 258185299 246740150 239234948 104602804 92305464 145747907 161096662 44536226 42678073 565498206 558235786 16118786 14261483 1287636 918341 10877265 10359954 281326370 275985603 431316 504944 4059877 1941189 314101250 303971514 X 35119157 23139529 216277799 231124743 251396956 254264272 565498206 558235786 X 4445862 -1638916 60370 X 0 1 X 1 1 1 X 15134532 29177328 13944592 16860111 17192414 92308977 15134532 29177328 13944592 16860111 17192414 92308977 3135423 89173554 5879372 8461920 11795996 12382501 15752321 54272110 146581087 941864405 0.60840 0.62810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1 1 0 PART II-B, LINE 1, LOBBYING ACTIVITIES SIMMONS UNIVERSITY IS A MEMBER OF VARIOUS EDUCATIONAL ASSOCIATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES ON BEHALF OF COLLEGES AND UNIVERSITIES FROM WHICH SIMMONS MAY BENEFIT. SIMMONS UNIVERSITY IS NOT AWARE OF THE ACTUAL AMOUNT OF MEMBER FEES ASSOCIATED WITH SUCH LOBBYING EFFORTS. X X X X 0 0 1 X 249188228 5893142 26386887 4479523 24601728 252387006 225575769 8834569 30363170 4448588 11136692 249188228 212281646 2815874 23022616 4281927 8262440 225575769 244268268 5784421 -26333944 3767769 7669330 212281646 190425355 1395808 63821666 3694628 7679933 244268268 0.17930 0.38360 0.43710 0 0 815000 815000 389508321 172217876 217290445 14246375 6347832 7898543 92850551 79619591 13230960 239234948 PRIVATE EQUITY 51911955 F HEDGE FUNDS 48856228 F EQUITY SECURITIES 60328479 F 161096662 RESTRICTED SHORT-TERM INVESTMENTS 22846203 FUNDS HELD IN TRUST 10585339 FUNDS HELD IN ESCROW 6696764 OTHER ASSETS 2549767 42678073 U.S. GOVERNMENT LOAN ADVANCES 26236 ASSET RETIREMENT OBLIGATIONS 1360035 ANNUITIES & REMAINDER INT. PAYABLE 554918 1941189 X 163323877 -1638916 60370 -1578546 164902423 840163 60165120 61005283 225907706 160456561 161426 161426 160295135 840163 60326546 61166709 221461844 PART III, LINE 4: DESCRIPTION OF ART COLLECTION: THE SIMMONS UNIVERSITY ART COLLECTION IS COMPRISED OF PAINTINGS, DRAWINGS, PRINTS, SCULPTURE, AND PHOTOGRAPHY WHICH IS USED TO SUPPORT THE UNIVERSITY'S CURRICULUM. PART IV, LINE 2B: ESCROW AND CUSTODIAL ARRANGEMENT: THE UNIVERSITY MAINTAINS AGENCY ACCOUNTS FOR ALUMNAE/I AND STUDENT GROUPS. THE UNIVERSITY ACTS AS A FISCAL AGENT FOR THE FUNDS. PART V, LINE 4: INTENDED USES OF ENDOWMENT FUNDS: THE SIMMONS ENDOWMENT FUND IS USED TO SUPPORT THE EDUCATIONAL MISSION OF THE UNIVERSITY. IT IS INTENDED TO PROVIDE AN INTERGENERATIONAL SOURCE OF FUNDING FOR STUDENT SCHOLARSHIPS, RESEARCH, INSTRUCTIONAL PROGRAMS, AND GENERAL OPERATIONS OF THE UNIVERSITY. PART X, LINE 2: THE UNIVERSITY IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "IRC") AND IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE IRC. THE UNIVERSITY IS ALSO GENERALLY EXEMPT FROM STATE INCOME TAXES. GIVEN THE LIMITED TAXABLE ACTIVITIES OF THE UNIVERSITY, MANAGEMENT CONCLUDED THAT SUCH DISCLOSURES RELATED TO TAX PROVISIONS ARE NOT NECESSARY. THE UNIVERSITY IS REQUIRED TO ASSESS UNCERTAIN TAX POSITIONS. THE UNIVERSITY HAS DETERMINED THAT ITS TAX STATUS AND DECISIONS OVER WHICH ACTIVITIES ARE RELATED AND UNRELATED ARE ITS ONLY TAX POSITIONS AND THAT SUCH POSITIONS DO NOT RESULT IN UNCERTAINTY REQUIRING RECOGNITION. THE UNIVERSITY'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. NO EXAMINATIONS ARE CURRENTLY IN PROCESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUES OF TRUST 60,370. PART XI, LINE 4B - OTHER ADJUSTMENTS: STUDENT FINANCIAL AID 60,326,546. FUNDRAISING EVENT EXPENSES -161,426. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 161,426. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT FINANCIAL AID 60,326,546. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 A DESCRIPTION OF THE UNIVERSITY'S NON-DISCRIMINATORY POLICY IS PUBLISHED IN ITS ADMISSION AND RECRUITING PUBLICATIONS AND IN THE STUDENT HANDBOOK. IT IS ALSO POSTED IN SEVERAL LOCATIONS ON THE UNIVERSITY'S WEBSITE UNDER "POLICIES," THE OFFICE OF GENERAL COUNSEL, AND HUMAN RESOURCES. SCHEDULE E, PART I, LINE 6 SIMMONS UNIVERSITY RECEIVES FUNDING FROM VARIOUS FEDERAL AND STATE GOVERNMENTAL AGENCIES. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 47172003 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 5423201 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES ACADEMIC SUPPORT 42032 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES INSTITUTIONAL SUPPORT 6000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES INSTRUCTION 207614 NORTH AMERICA 0 0 PROGRAM SERVICES ACADEMIC SUPPORT 3145 NORTH AMERICA 0 0 PROGRAM SERVICES INSTITUTIONAL SUPPORT 1200 NORTH AMERICA 0 0 PROGRAM SERVICES INSTRUCTION 726 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES INSTRUCTION 3508 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 103101 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 440846 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES ACADEMIC SUPPORT 34 SOUTH AMERICA 0 0 PROGRAM SERVICE INSTITUTIONAL SUPPORT 1000 0 0 0 0 0 0 52855921 548489 53404410 STUDENT FINANCIAL AID EUROPE (INCLUDING ICELAND & GREENLAND) 29 440846 CHECK / POSTED TO STUDENTS' ACCOUNTS 0 STUDENT FINANCIAL AID EAST ASIA AND THE PACIFIC 5 103101 CHECK / POSTED TO STUDENTS' ACCOUNTS 0 1 0 1 1 1 0 PART I, LINE 2: MONITORING USE OF GRANT FUNDS - FUNDS ARE TRACKED THROUGH THE UNIVERSITY'S ACCOUNTING SYSTEM BY FINANCE PERSONNEL TO ENSURE THAT EXPENDITURES ARE FOR THE INTENDED PURPOSE. PART I - ADDITIONAL INFORMATION: SIMMONS UNIVERSITY'S FACULTY AND STAFF TRAVEL INTERNATIONALLY AS PART OF THEIR DUTIES AND INCUR EXPENDITURES IN SUPPORT OF INSTRUCTION, PROFESSIONAL DEVELOPMENT, AND INSTITUTIONAL SUPPORT. X X X X X X X 1 SHAWN GOODSPEED 382 MEDFORD STREET SOMERVILLE MA 021453810 MAJOR GIFT OFFICER 0 205372 62407 142965 205372 62407 142965 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 125TH REUNION GALA 230350 99700 130650 4999 110315 19147 26965 230350 99700 130650 4999 110315 19147 26965 161426 -30776 1 ALLIANCE FOR INCLUSION AND PREVENTION INC 555 AMORY STREET MB9 BOSTON MA 021302672 043285237 501(C)(3) 299197 0 SUBAWARD ASSUMPTION UNIVERSITY 500 SALISBURY STREET WORCESTER MA 016091296 042105776 501(C)(3) 21393 0 SUBAWARD GIRL SCOUTS OF EASTERN MASSACHUSETTS INC 265 BEAVER ST WALTHAM MA 02452 042703281 501(C)(3) 10000 0 SCHOLARSHIP BAY COVE HUMAN SERVICES INC 66 CANAL STREET BOSTON MA 02114 042518575 501(C)(3) 8000 0 SUBAWARD TREFT SYSTEMS INC 66 CANAL STREET BOSTON MA 02114 454762355 5750 0 SUBAWARD BOSTON BOOK FESTIVAL INC 720 MASSACHUSETTS AVE SUITE B CAMBRIDGE MA 02139 262260622 501(C)(3) 5500 0 SCHOLARSHIP 5 1 STUDENT FINANCIAL AID 3211 59878437 STIPENDS 128 310432 PART I, LINE 2: FOR INDIVIDUAL RECIPIENTS OF GRANTS, ACADEMIC EXCELLENCE AND DEMONSTRATED FINANCIAL NEED ARE USED TO DETERMINE EACH STUDENT'S FINANCIAL AID. THE FINANCIAL AID CONSISTS OF ANY COMBINATION OF GRANTS AND LOANS AND ARE REVIEWED EACH YEAR BASED ON A STUDENT'S ACADEMIC RECORD AND/OR DEMONSTRATED NEED. THE FREE APPLICATION FOR FEDERAL STUDENT AID, WHICH HELPS TO ESTABLISH A STUDENT'S FINANCIAL NEED, SERVES AS THE APPLICATION FOR TUITION SCHOLARSHIPS. SIMMONS UNIVERSITY ALSO PASSES GRANTS THROUGH TO OTHER SECTION 501(C)(3) ORGANIZATIONS THAT ARE SUBRECIPIENTS OF GRANT FUNDS AND MAKES GRANTS TO OTHER TAX-EXEMPT ORGANIZATIONS ON OCCASION. X X X X 0 1 X X X X X 1 1 0 0 0 0 0 0 0 LYNN PERRY WOOTEN PRESIDENT 508803 0 0 0 24620 0 90250 0 33352 0 657025 0 0 0 STEPHANIE COSNER PROVOST 327867 0 0 0 2696 0 17000 0 37231 0 384794 0 0 0 MEGHAN KASS VP, CHIEF FIN. OFF., TREASURER 295675 0 0 0 5284 0 15696 0 41684 0 358339 0 0 0 KERRI BROPHY VP, ENROLLMENT MANAGEMENT 286749 0 0 0 2767 0 15000 0 37768 0 342284 0 0 0 HEATHER SHLOSSER DEAN, SCHOOL OF NURSING 280976 0 0 0 2720 0 14506 0 36758 0 334960 0 0 0 SUSAN BRADY CEO, INST. FOR INCLUSIVE LEADERSHIP 312226 0 0 0 2564 0 15685 0 58 0 330533 0 0 0 BETH KRAMER VP CHIEF DEVELOPMENT OFFICER (UNTIL 09/24) 197413 0 0 0 95471 0 10335 0 22857 0 326076 0 0 0 GRETCHEN GROGGEL RALSTONVP GEN COUNC. & SECR. OF BD (UNTIL 10/24) 220835 0 0 0 625 0 11049 0 38566 0 271075 0 0 0 DAVID BRUCE VP, CHIEF INFO. OFF. 217745 0 0 0 5683 0 11750 0 35738 0 270916 0 0 0 LAURA BRINK PISINSKI VP, REAL EST. DEV. & FACIL.MGMT 216320 0 0 0 906 0 10927 0 14290 0 242443 0 0 0 PART I, LINE 1A BENEFITS PROVIDED TO CERTAIN EMPLOYEES - THE UNIVERSITY HAS LEASED A HOME FOR LYNN PERRY WOOTEN THAT IS USED AS A PERSONAL RESIDENCE AND ALSO TO HOLD FUNCTIONS AND EVENTS ON BEHALF OF SIMMONS UNIVERSITY. BECAUSE THE UNIVERSITY REQUIRES PRESIDENT WOOTEN TO LIVE IN PROXIMITY TO CAMPUS AND BE AVAILABLE DURING NON-BUSINESS HOURS FOR UNIVERSITY MATTERS, THE HOUSING BENEFIT IS NOT CONSIDERED AS TAXABLE INCOME IN ACCORDANCE WITH CODE SECTION 119(D). SOCIAL CLUB DUES WERE PAID BY THE UNIVERSITY ON BEHALF OF THE PRESIDENT. USE OF THE SOCIAL CLUB IS FOR BUSINESS PURPOSES ONLY AND DUES ARE NOT INCLUDED IN TAXABLE WAGES. CONSISTENT WITH UNIVERSITY POLICY, FOR HEALTH REASONS, THE CHAIR OF THE BOARD HAS APPROVED THE PRESIDENT TO FLY BUSINESS OR FIRST CLASS FOR EXTENDED FLIGHTS WHEN TRAVELING ON BUSINESS FOR THE UNIVERSITY. THE UNIVERSITY PROVIDES THE PRESIDENT WITH OTHER BENEFITS THAT ARE INCLUDED IN TAXABLE WAGES. THIS INCLUDES CLEANING SERVICES AT THE PRESIDENT'S RESIDENCE, A CAR ALLOWANCE AND DEPENDENT TUITION ASSISTANCE. DEPENDENT TUITION ASSISTANCE ENDED SPRING OF 2024. PART I, LINE 1B WRITTEN POLICY FOR EXPENSE REIMBURSEMENTS - THE UNIVERSITY HAS A WRITTEN POLICY REGARDING FIRST CLASS AND SPOUSAL TRAVEL. ON OCCASION, OTHER BENEFITS LISTED IN QUESTION 1A OF SCHEDULE J, PART I MAY BE PROVIDED, BUT ONLY PURSUANT TO A VOTE OF APPROVAL BY THE BOARD OF TRUSTEES. PART I, LINES 4A-B SEVERANCE - BETH KRAMER RECEIVED SEVERANCE PAYMENTS TOTALING $93,364. SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN - PRESIDENT WOOTEN PARTICIPATED IN A SECTION 457(B) AND SECTION 457(F) DEFERRED COMPENSATION PLAN. THE UNIVERSITY CONTRIBUTED $23,000 TO THE SECTION 457(B) PLAN. THE UNIVERSITY CREDITED $50,000 FOR PRESIDENT WOOTEN TO A SECTION 457(F) PLAN. THIS AMOUNT IS NOT YET VESTED. A SIMMONS COLLEGE MDFA REVENUE BOND SERIES H 043431814 57583RJG1 2007-01-04 45343798 REFUNDING SERIES C, D, AND F BONDS 0 0 0 B SIMMONS COLLEGE MDFA REVENUE BOND SERIES L 043431814 57584YMB2 2018-08-27 48134737 REFUNDING SERIES G BONDS 0 0 0 C SIMMONS UNIVERSITY MDFA REVENUE BOND SERIES M 043431814 57584YYM5 2020-04-20 91002665 BUILDING CONSTRUCTION 0 0 0 D SIMMONS UNIVERSITY MDFA REVENUE BOND SERIES N 043431814 57584Y6H7 2023-08-03 32232872 CAPITAL; DEFEASE SERIES J 0 0 0 A 25091307 45343798 575599 485410 44282763 0 1 1 1 B 3762362 48134737 47390000 744737 2018 1 0 1 1 C 2164361 91002665 1003655 89999010 0 0 0 1 D 44182 32232872 1946464 18994153 691687 11569344 0 0 0 1 A 0 1 1 1 0 0.00000 0.00000 0 0 1 B 0 0 0 0 0.02690 0.02690 0 0 0 C 0 0 0 0 0.00000 0.00000 0 0 1 D 0 0 0 0 0.00070 0.00070 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 0 0 1 0 0 0 0 1 D 0 0 0 1 0 0 0 0 1 A 1 B 1 C 1 D 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: SIMMONS COLLEGE MDFA REVENUE BOND SERIES H DATE THE REBATE COMPUTATION WAS PERFORMED: 06/30/2025 ISSUER NAME: SIMMONS COLLEGE MDFA REVENUE BOND SERIES L DATE THE REBATE COMPUTATION WAS PERFORMED: 08/31/2025 ISSUER NAME: SIMMONS UNIVERSITY MDFA REVENUE BOND SERIES M DATE THE REBATE COMPUTATION WAS PERFORMED: 06/30/2025 ISSUER NAME: SIMMONS UNIVERSITY MDFA REVENUE BOND SERIES N DATE THE REBATE COMPUTATION WAS PERFORMED: 06/30/2025 SCHEDULE K, PART II, LINE 3, COLUMN C: $31,140,000 OF THE MHEFA REVENUE BOND SERIES I PROCEEDS WERE USED TO REFUND SERIES E BONDS. X 85 3310905 FMV X MISCELLANEOUS 19 21827 FMV 0 0 1 0 SCHEDULE M, PART I, COLUMN B AMOUNTS REPORTED IN PART I, COLUMN B, REPRESENT THE TOTAL NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 1A AUTHORITY OF EXECUTIVE COMMITTEE: THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES CONSISTS OF THE CHAIR AND THE VICE CHAIR OF THE BOARD OF TRUSTEES; THE PRESIDENT; THE CHAIRS OF THE FINANCE COMMITTEE, THE AUDIT COMMITTEE, THE COMMITTEE ON TRUSTEESHIP AND GOVERNANCE, THE ADVANCEMENT COMMITTEE, THE EXECUTIVE DEVELOPMENT AND COMPENSATION COMMITTEE, THE INVESTMENT COMMITTEE, STUDENT EXPERIENCE COMMITTEE AND ACADEMIC EXCELLENCE COMMITTEE, THE FACILITIES COMMITTEE; THE CLERK; AND ANY OTHER TRUSTEES MAY BE DESIGNATED BY THE BOARD OF TRUSTEES FROM TIME TO TIME. IN BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE HAS THE FULL POWER AND AUTHORITY OF THE BOARD OF TRUSTEES, EXCEPT TO SELL REAL ESTATE AND TO CONFER DEGREES. FORM 990, PART VI, SECTION A, LINE 6 AND FORM 990, PART VI, SECTION B, LINE 7A: MEMBERS AND POWERS OF THE MEMBERS: SIMMONS CURRENTLY HAS 23 CORPORATORS (THE CORPORATION) AS OF JUNE 30, 2025: 23 MEMBERS OF THE BOARD OF TRUSTEES. THE CORPORATION'S PRIMARY DUTIES ARE TO ELECT ANNUALLY THE TRUSTEE MEMBERSHIP AND AMEND THE SIMMONS BY-LAWS. FORM 990, PART VI, SECTION A, LINE 7A SEE EXPLANATION FOR LINE 6A ABOVE. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990: THE BOARD OF TRUSTEES HAS DELEGATED THE RESPONSIBILITY OF REVIEWING FORM 990 TO THE EXECUTIVE DEVELOPMENT COMPENSATION COMMITTEE AND AUDIT COMMITTEE. THE REVIEW OF THE FORM IS FACILITATED BY THE OUTSIDE PUBLIC ACCOUNTING FIRM THAT PREPARES THE RETURN. THE COMPENSATION SECTIONS OF FORM 990 ARE REVIEWED BY THE COMPENSATION COMMITTEE. BEFORE FILING, FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B: FORM 990 PROVIDED TO GOVERNING BODY - THE UNIVERSITY BELIEVES THAT DONOR INFORMATION ON SCHEDULE B IS PRIVATE AND CONFIDENTIAL. AS SUCH, IT HAS PROVIDED A COPY OF FORM 990 TO THE ENTIRE BOARD BUT HAS REDACTED DONORS' NAMES AND ADDRESSES FROM SCHEDULE B. BECAUSE OF THIS DECISION, WE ARE REQUIRED TO ANSWER "NO" TO THE QUESTION ON LINE 11A OF PART VI EVEN THOUGH THE BOARD HAS RECEIVED A COPY OF FORM 990 (EXCEPT FOR DONOR INFORMATION ON SCHEDULE B). THE DONOR INFORMATION ON SCHEDULE B HAS BEEN REVIEWED BY THE CHAIR OF THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT POLICY: IN ITS CONFLICT OF INTEREST DISCLOSURE FORM, THE UNIVERSITY ASKS ALL TRUSTEES AND OFFICERS TO DECLARE ANY CONFLICT OF INTEREST. COMPLETED CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE REVIEWED BY THE GENERAL COUNSEL WHO ALSO SERVES AS THE SECRETARY OF THE BOARD. AT A MINIMUM, THOSE WITH CONFLICTS ARE INSTRUCTED TO REFRAIN FROM VOTING ON MATTERS WHERE THERE ARE OR MAY BE PERCEIVED TO BE A CONFLICT AND TO RECUSE THEMSELVES DURING ANY DISCUSSION OF THE ISSUE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW AND APPROVAL: THE EXECUTIVE DEVELOPMENT AND COMPENSATION COMMITTEE IS GOVERNED BY A DETAILED CHARTER WHICH GRANTS IT JURISDICTION OVER COMPENSATION MATTERS FOR ALL SIMMONS OFFICERS, INCLUDING THE PRESIDENT. THE COMMITTEE'S DECISIONS ARE INFORMED BY THE UNIVERSITY'S SENIOR LEADERSHIP COMPENSATION PHILOSOPHY WHICH REQUIRES THE USE OF COMPARATOR MARKET DATA AND CONSIDERATION OF MEDIAN AND MARKET PERCENTILES WHEN SETTING BASE SALARIES FOR NEW OFFICER AND SENIOR LEADER HIRES. THE EXECUTIVE DEVELOPMENT AND COMPENSATION COMMITTEE ALSO REVIEWS PEER SALARY DATA WHEN CONSIDERING RAISES OF SENIOR LEADERS/OFFICERS. THE MEMBERS OF THE EXECUTIVE DEVELOPMENT AND COMPENSATION COMMITTEE ARE INDEPENDENT OF THE EMPLOYEES FOR WHOM COMPENSATION DECISIONS ARE BEING MADE. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS: SIMMONS UNIVERSITY'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF TRUSTS 60,370. CHARITABLE REMAINDER TRUST (4) CHARITABLE TRUST MA SIMMONS UNIVERSITY 1 CHARITABLE REMAINDER TRUST (1) CHARITABLE TRUST OH SIMMONS UNIVERSITY 1 PERPETUAL TRUST(1) PERPETUAL TRUST MA SIMMONS UNIVERSITY 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0