2026-05-13T08:55:23-05:00 2025-06-30 010523282 Berry Dunn McNeil & Parker LLC 1000 Elm Street 4th Floor Manchester NH 03101 990 2024-07-01 150533561 Hartwick College HART 6074314303 1 Hartwick Drive Oneonta NY 13820 Karen Zuill VP Finance & Ops/Asst. Treas. 6074314303 2026-05-11 1 1 Melissa Magoon CPA P01712842 6036697337 2026-05-11 2024 2025-03-06 01:10:19Z James Mullen 1 Hartwick Drive Oneonta NY 13820 117131451 0 X www.hartwick.edu X 1797 NY Hartwick College, an engaged community striving towards inclusion and equity while increasing diversity, integrates a liberal arts education with experiential learning to inspire curiosity, critical thinking, creativity, personal courage and an enduring passion for learning. 22 21 941 219 592532 213942 13258048 11700940 67511817 68096252 6141451 4687902 121701 185476 87033017 84670570 37999833 36859132 0 0 27522475 26562843 0 0 1783684 28748498 28762535 94270806 92184510 -7237789 -7513940 105291019 98211658 46493676 45979022 58797343 52232636 X Our purpose as a college of the liberal arts and sciences is to educate people who will thrive in and contribute to the world of the future; people who are prepared to meet the personal, intellectual, and social challenges of a rapidly changing and increasingly interdependent world. 0 0 52927067 36859132 53345301 Instruction and Research Instruction is provided to approximately 1,100 full-time students by 90 full-time faculty members. Student and faculty research is conducted as a supplement to academic programming. 12223502 Student Services Student services expenses include primarily the student life activities, intercollegiate athletics, the office of the registrar, the office of financial aid and the office of admissions. 11168213 13129886 Auxiliary Enterprises Auxiliary Enterprise expenses include expenditures associated with the residence halls, food service and health center operations. 9233447 1621065 Institutional Support Institutional support expenses encompass expenditures incurred in the general administration of the college.Academic Support Academic support expenses entail costs incurred in the operation of campus-based services which enhance the academic environment.Public Service Public services expenses encompass those costs related to programs sponsored by the College, primarily for the benefit of residents of the local community and surrounding area. 9233447 1621065 85552229 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 1 1443 0 1 941 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 22 21 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X Karen Zuill 6074314303 1 Hartwick Drive Oneonta NY 13820 James Mullen Interim President 40.00 X X 399260 0 45236 Kathy Fallon Board Chair 1.00 X X 0 0 0 Santo Russo Board Vice Chair 1.00 X X 0 0 0 Cathy Weeks Board Treasurer 1.00 X X 0 0 0 Colleen Connery Board Secretary 1.00 X X 0 0 0 Steve Bloom Trustee 1.00 X 0 0 0 Annie Chorbajian Trustee 1.00 X 0 0 0 Edward Droesch Trustee 1.00 X 0 0 0 Steve Epstein Trustee 1.00 X 0 0 0 Sally Herbert Trustee 1.00 X 0 0 0 Mary Pat Lindsley Trustee 1.00 X 0 0 0 David Long Trustee 1.00 X 0 0 0 Jack Mahn Trustee 1.00 X 0 0 0 Randy McCullough Trustee 1.00 X 0 0 0 Cyrius Mehri Trustee 1.00 X 0 0 0 Larry Miller Trustee 1.00 X 0 0 0 Neal Miller Trustee 1.00 X 0 0 0 Marina Regelman Trustee 1.00 X 0 0 0 Ivan Samstein Trustee 1.00 X 0 0 0 Georgette Smith Trustee 1.00 X 0 0 0 Maria Vezina Trustee 1.00 X 0 0 0 Robert Wedeking Trustee 1.00 X 0 0 0 Karen Zuill VP for Finance & Ops/Asst Treasurer 40.00 X 180520 0 49194 Lisa Corbett Assistant Secretary 40.00 X 107018 0 63696 Bryan Gross VP for Enrollment Mgmt & Athletics 40.00 X 220670 0 10300 James Kellerhouse Past VP for Inst. Adv. & Ext. Aff. 40.00 X 218399 0 19096 Laurel Bongiorno VP for Academic Affairs & Provost 40.00 X 198972 0 24027 Suzanne Janitz VP for Human Resources & Compliance 40.00 X 153762 0 10710 Gail Glover VP for Strategic Communications 40.00 X 144300 0 20226 Rita Dibble Past AVP - Instituitonal Advancement 40.00 X 118545 0 7985 Cary Dresher Dean of Students 40.00 X 118357 0 22724 Jacqueline Gregory Director of Enrollment Management 40.00 X 116910 0 4966 1976713 0 278160 20 0 1 0 Aramark Facilities Services Aramark Dallas Lockbox Dallas TX 75397 Facilities Maintenance 4827504 Aramark Management Services LP PO Box 978839 Dallas TX 75397 Dining 4134139 Postler & Jaeckle Corporation 615 South Avenue Rochester NY 14620 Mechanical Contracting and Construction 1250408 Jenspark Inc - Spark 451 Inc 865 Merrick Avenue Suite 451 Westbury NY 11590 Enrollment Marketing Software 557274 Ellucian Company LLC 2003 Edmund Halley Drive Reston VA 20191 Tech Software / Support 451812 16 4658 5763028 5933254 1592961 11700940 Tuition and Fees 611710 53345301 53345301 Room and Board 611710 12870480 12870480 Other Revenue 611710 1621065 1243694 377371 Auxiliary Services 611710 259406 259406 68096252 2714312 170489 2543823 5022 5022 244273 61512 182761 182761 44672 138089 34369959 32396369 1973590 1973590 1973590 693 4658 3000 -2307 -2307 84670570 67718881 592532 4658217 36859132 36859132 1431447 1193952 237495 19716246 16960014 2024971 731261 1023910 821155 155851 46904 2948555 2364680 448804 135071 1442685 1157004 219593 66088 281868 281868 71650 71650 48200 48200 118614 118614 1081237 799067 88216 193954 1475182 1438143 750 36289 442976 355386 3887 83703 1905446 1885424 19517 505 1571692 1563361 8331 1571927 1494973 27414 49540 41794 39639 1851 304 1643490 1641728 1762 4216096 4216096 1101608 1101608 Contract Facilities 4826395 4826395 Contract Food Service 3702016 3702016 Academic/Student Servic 3122442 2996090 24028 102324 Miscellaneous Expense 1539902 1330318 157538 52046 92184510 85552229 4848597 1783684 X 1150056 183412 2038677 1635481 2128091 2279241 1537038 2026272 978453 881193 208422 243352 655777 641195 159065677 129007145 33373730 30058532 43782325 39825814 972103 645652 18466347 19791514 105291019 98211658 4390433 5225772 776032 767681 34793204 33821554 116113 114340 6417894 6049675 46493676 45979022 X -9476222 -13967306 68273565 66199942 58797343 52232636 105291019 98211658 X -7513940 -335418 1284651 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48200 48200 92136311 92184511 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 24000 40000 48200 112200 250000 250000 250000 250000 1000000 1500000 43787461 613038 2463298 1217337 5814276 39832184 50211828 1225825 2719808 1476192 8893808 43787461 65102362 444729 1700282 4352755 12682790 50211828 77345328 1257110 -2153837 4210158 7136081 65102362 69576602 1653434 19418516 6949111 6245527 108586 77345328 0.00725 0.68228 0.31047 1 0 614574 614574 104185967 80108603 24077364 32479833 29363597 3116236 21785303 19534945 2250358 30058532 Interest in Split-Interest Agreements 19791514 19791514 Conditional Asset Retirement Obligation 4372131 Federal Student Loan Funds 1000920 Lease Obligations 676624 6049675 48706568 -335418 1349162 1013744 47692824 118614 36859132 36977746 84670570 55271275 64511 64511 55206764 118614 36859132 36977746 92184510 Part V, Line 4: To fulfill the purpose designated by the donor to support college operations and activities such as scholarships, research, museum, academics and plant improvements. Part XI, Line 2d - Other Adjustments: Rental Expenses 61,511. Fundraising Expenses 3,000. Change in Value of Split Interest Agreements 1,284,651. Part XI, Line 4b - Other Adjustments: Scholarships/Aid 36,859,132. Part XII, Line 2d - Other Adjustments: Rental Expenses 61,511. Fundraising Expenses 3,000. Part XII, Line 4b - Other Adjustments: Scholarships/Aid 36,859,132. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 Statement of non-discrimination is published on the application for admission. Schedule E, Part I, Line 6 Hartwick College receives various government grants. Among them are: SEOG and Pell Grants Federal Work Study Grants 1 Academic Merit Scholarships 1064 959871 Hartwick College Grant In Aid 1001 35851478 Match of SEOG Grants 118 47783 Part I, Line 2: The Office of Financial Aid awards grants to students that are applied to the student's account. Grants are awarded based on need or merit. X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 James Mullen Interim President 397484 0 0 0 1776 0 9434 0 35802 0 444496 0 0 0 James Kellerhouse Past VP for Inst. Adv. & Ext. Aff. 213899 0 0 0 4500 0 15225 0 3871 0 237495 0 0 0 Bryan Gross VP for Enrollment Mgmt & Athletics 207670 0 0 0 13000 0 7700 0 2600 0 230970 0 0 0 Karen Zuill VP for Finance & Ops/Asst Treasurer 180520 0 0 0 0 0 13605 0 35589 0 229714 0 0 0 Laurel Bongiorno VP for Academic Affairs & Provost 195672 0 0 0 3300 0 14511 0 9516 0 222999 0 0 0 Lisa Corbett Assistant Secretary 107018 0 0 0 0 0 7700 0 55996 0 170714 0 0 0 Gail Glover VP for Strategic Communications 144300 0 0 0 0 0 10710 0 9516 0 164526 0 0 0 Suzanne Janitz VP for Human Resources & Compliance 153762 0 0 0 0 0 10710 0 0 0 164472 0 0 0 Part I, Line 1a The College provides a residence to the President to entertain and conduct College business along with personal use. Cleaning services are provided at this residence. A Otsego Industrial Development Agency 263661593 689090AP3 2015-04-23 39585000 Refund Prior Issue, Building 0 0 0 A 6700000 39585000 14672500 987752 26654048 50037 2018 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 0 A 0 Date Rebate Computation Performed Issuer Name: Otsego Industrial Development Agency Date the Rebate Computation was Performed: 08/08/2025 Tim Corbett Family relationship with Lisa Corbett, Assistant Secretary 49538 Compensation 0 X 22 1592961 Stock Market Value 0 0 1 0 Form 990, Part VI, Section B, line 11b Form 990 was prepared by BerryDunn and reviewed by the Controller and VP for Finance & Operations/Assistant Treasurer. The complete Form 990 including required schedules with the exception of Schedule B was provided to all Board members and officers electronically. The Schedule B provided electronically was the public disclosure copy which excludes donor's names. Board members discussed any questions with the finance staff and the Audit and Compliance Committee passed a resolution to accept the 990 prior to filing. Form 990, Part VI, Section B, line 12c The Audit and Compliance Committee requires annual conflict of interest statements from all Board members and senior management. The chair of the Audit and Compliance Committee reviews all forms and reports back to the committee any findings of conflict. Potential conflicts are directed to the Audit and Compliance Committee. A dollar amount of $10,000 or greater is deemed a potential conflict. Any individuals with a conflict are required to recuse themselves from any discussion or voting that involves the related transaction. Form 990, Part VI, Section B, line 15 The compensation of the President is recommended by a Presidential Compensation Committee to the Executive Committee who review and approve the compensation. The Compensation Committee reviews the President's performance, hires a compensation consultant and uses the CUPA-HR compensation survey as a tool for comparable salaries. The Human Resource Advancement Committee independently reviews senior management compensation using CUPA salary comparatives of peer and aspirational private universities. Form 990, Part VI, Section C, line 19 The College's governing documents, conflict of interest policy and financial statements are available upon request or by inspection at the College President's office. Form 990, Part X, Line 10: Land, Building & Equipment Section 1.263(a)-3(n) Election: Hartwick College 1 Hartwick Drive Oneonta, NY 13820 EIN: 15-0533561 Hartwick College is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). Form 990, Part XI, line 9: Change in Value of Split-Interest Agreement 1,284,651. Charitable Remainder Unitrusts (4) Perpetual Trust NY Hartwick College 1 Charitable Remainder Trusts (3) Perpetual Trust NY Hartwick College 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0