WESTERN NEW ENGLAND UNIVERSITY: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: WESTERN NEW ENGLAND UNIVERSITY (EIN 04-2108376)
Tax period: 2022-07-01 to 2023-06-30
Filed: 2024-04-18
IRS object ID: 202441109349300014
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-04-18T14:18:23-07:00	ReturnTs
Tax Period End	2023-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	263753134	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CBIZ MHM LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	500 Boylston Street	AddressLine1Txt
City	Boston	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02116	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042108376	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WESTERN NEW ENGLAND UNIVERSITY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	WEST	BusinessNameControlTxt
Phone	4137821219	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1215 Wilbraham Road	AddressLine1Txt
City	Springfield	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01119	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Basil Stewart	PersonNm
Person Title	Vice President Finance and Admin	PersonTitleTxt
Phone	4137821288	PhoneNum
Signature	2024-04-18	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Basil	PersonFirstNm
Person Last	Stewart	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Brenda Booth	PreparerPersonNm
PTIN	P01342395	PTIN
Phone	6177610729	PhoneNum
Preparation	2024-04-18	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	0	TrustedCustomerCd
OOB Security Verification	11	OOBSecurityVerificationCd
Last Submission Rqr OOB	1	LastSubmissionRqrOOBCd
Authentication Assurance Level	AAL2	AuthenticationAssuranceLevelCd
Profile Password Change	Yes (X)	ProfilePasswordChangeInd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Robert Johnson	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1215 Wilbraham Road	AddressLine1Txt
City	Springfield	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01119	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$176,915,966	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.wne.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1951	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	See Schedule O Statement for Part III, Line 1 that also applies to Part I, Line 1	ActivityOrMissionDesc
Voting Members Governing Body	26	VotingMembersGoverningBodyCnt
Voting Members Independent	25	VotingMembersIndependentCnt
Total Employee	2017	TotalEmployeeCnt
Total Volunteers	1203	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$10,684,838	PYContributionsGrantsAmt
CY Contributions Grants	$3,730,047	CYContributionsGrantsAmt
PY Program Service Revenue	$157,601,670	PYProgramServiceRevenueAmt
CY Program Service Revenue	$162,336,815	CYProgramServiceRevenueAmt
PY Investment Income	$3,748,183	PYInvestmentIncomeAmt
CY Investment Income	$2,338,592	CYInvestmentIncomeAmt
PY Other Revenue	$1,303,555	PYOtherRevenueAmt
CY Other Revenue	$1,420,194	CYOtherRevenueAmt
PY Total Revenue	$173,338,246	PYTotalRevenueAmt
CY Total Revenue	$169,825,648	CYTotalRevenueAmt
PY Grants And Similar Paid	$62,869,761	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$62,183,657	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$66,924,204	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$68,689,819	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,087,795	CYTotalFundraisingExpenseAmt
PY Other Expenses	$40,336,238	PYOtherExpensesAmt
CY Other Expenses	$40,905,384	CYOtherExpensesAmt
PY Total Expenses	$170,130,203	PYTotalExpensesAmt
CY Total Expenses	$171,778,860	CYTotalExpensesAmt
PY Revenues Less Expenses	$3,208,043	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$1,953,212	CYRevenuesLessExpensesAmt
Total Assets BOY	$259,613,944	TotalAssetsBOYAmt
Total Assets EOY	$259,519,169	TotalAssetsEOYAmt
Total Liabilities BOY	$121,210,801	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$116,205,464	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$138,403,143	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$143,313,705	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	See Schedule O	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$102,807,935	ExpenseAmt
Grant	$51,517,484	GrantAmt
Revenue	$109,377,697	RevenueAmt
Desc	THE UNIVERSITY OFFERS FULL AND PART-TIME UNDERGRADUATE PROGRAMS ANNUALLY THAT SERVE APPROXIMATELY 2,400 STUDENTS. THE UNIVERSITY ATTRACTS STUDENTS FROM 38 STATES AND 22 FOREIGN COUNTRIES. STUDENTS ARE OFFERED AN OPPORTUNITY TO STUDY IN APPROXIMATELY 50 UNDERGRADUATE PROGRAMS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$29,977,614	ExpenseAmt
Grant	$9,222,157	GrantAmt
Revenue	$33,036,574	RevenueAmt
Desc	IN ADDITION TO A WIDE RANGE OF UNDERGRADUATE DEGREE PROGRAMS, THE UNIVERSITY OFFERS A NUMBER OF GRADUATE PROGRAMS AND FIRST PROFESSIONAL OPPORTUNITIES IN ARTS AND SCIENCES, BUSINESS, ENGINEERING, LAW, AND PHARMACY. THE UNIVERSITY ALSO OFFERS PH.D PROGRAMS IN BEHAVIORAL ANALYSIS AND ENGINEERING MANAGEMENT AND A DOCTORAL PROGRAM IN OCCUPATIONAL THERAPY.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$18,922,912	ExpenseAmt
Grant	$1,444,016	GrantAmt
Revenue	$20,760,078	RevenueAmt
Desc	THE UNIVERSITY OFFERS RESIDENTIAL OPPORTUNITIES TO FULL-TIME UNDERGRADUATES AND PROFESSIONAL STUDENTS THROUGH A VARIETY OF LIVING ARRANGEMENTS VARYING FROM TRADITIONAL DORMITORY SETTINGS TO APARTMENTS AND SUITES. APPROXIMATELY 1,500 STUDENTS LIVE ON CAMPUS DURING THE ACADEMIC YEAR.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$0	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$0	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$0	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$151,708,461	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	Yes (1)	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	Yes (1)	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	0	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	215	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	2017	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Form1098 C Filed	0	Form1098CFiledInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	26	GoverningBodyVotingMembersCnt
Independent Voting Member	25	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	Basil A Stewart	PersonNm
Phone	4137821288	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1215 Wilbraham Road	AddressLine1Txt
City	Springfield	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01119	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
DR ROBERT E JOHNSON
PRESIDENT	40	Yes (X)	Yes (X)	$671,227	$0	$28,676
DR ASAKO M TOYODA
SENIOR VP FOR ACADEMIC AFFAIRS	40			$296,208	$0	$21,550	Yes (X)
BASIL A STEWART
VP FOR FINANCE AND ADMINISTRATION	40		Yes (X)	$249,579	$0	$24,164
DR S HOSSEIN CHERAGHI
DEAN, COLLEGE OF ENGINEERING	40			$234,396	$0	$20,916		Yes (X)
BETH COHEN
INTERIM DEAN, SCHOOL OF LAW	40			$235,208	$0	$19,419		Yes (X)
DR SHARIANNE WALKER
DEAN, COLLEGE OF BUSINESS	40			$234,950	$0	$12,192		Yes (X)
DR LINDA E JONES
PROFESSOR OF MATERIALS SCI AND ENG	40			$231,168	$0	$12,101		Yes (X)
DR JOHN PEZZUOTO
DEAN, COLLEGE OF PHARMACY AND HS	40			$217,608	$0	$19,939		Yes (X)
CURT HAMAKAWA
FORMER VP ACADEMIC AFFAIRS (KEY)	40			$174,543	$0	$5,568			Yes (X)
WENDY A BENSON
TRUSTEE (UNTIL 2/13/2023)	1	Yes (X)		$0	$0	$0
NEVILLE S BOGLE
TRUSTEE	1	Yes (X)		$0	$0	$0
JOHN J BRENNAN
TRUSTEE	1	Yes (X)		$0	$0	$0
CARMEL A CARMAGNA
TRUSTEE	1	Yes (X)		$0	$0	$0
RICHARD M CASSATA
TRUSTEE	1	Yes (X)		$0	$0	$0
ROBERT W CLARKE
SECRETARY	1	Yes (X)	Yes (X)	$0	$0	$0
ALEXANDER M CORL
TRUSTEE	1	Yes (X)		$0	$0	$0
KEVIN S DELBRIDGE
TRUSTEE	1	Yes (X)		$0	$0	$0
DIANNE F DOHERTY
TRUSTEE	1	Yes (X)		$0	$0	$0
MICHAEL J FLYNN
TRUSTEE	1	Yes (X)		$0	$0	$0
DENIS G GAGNON
TRUSTEE	1	Yes (X)		$0	$0	$0
MICHAEL GAINES
TRUSTEE	1	Yes (X)		$0	$0	$0
ELENA GERVINO
TRUSTEE	1	Yes (X)		$0	$0	$0
DIANE E HOLMAN
TRUSTEE (UNTIL 5/2/2023)	1	Yes (X)		$0	$0	$0
STEVEN P KITROSSER
TRUSTEE	1	Yes (X)		$0	$0	$0
STANLEY KOWALSKI III
TRUSTEE	1	Yes (X)		$0	$0	$0
NICHOLAS LAPIER
VICE CHAIRMAN	1	Yes (X)	Yes (X)	$0	$0	$0
AMY B LEWIS
TRUSTEE	1	Yes (X)		$0	$0	$0
KENNETH M RICKSON
CHAIRMAN	1	Yes (X)	Yes (X)	$0	$0	$0
JODIE ROURE
TRUSTEE (AS OF 5/8/2023)	1	Yes (X)		$0	$0	$0
STEPHEN J ROURKE
TRUSTEE (UNTIL 6/30/2023)	1	Yes (X)		$0	$0	$0
ROBERT E SALAD
TRUSTEE	1	Yes (X)		$0	$0	$0
DEBORAH K SAREMI
TRUSTEE	1	Yes (X)		$0	$0	$0
PETER STEINGRABER
TRUSTEE	1	Yes (X)		$0	$0	$0
GARY F THOMAS
TREASURER	1	Yes (X)	Yes (X)	$0	$0	$0
STEVEN J TREMBLAY
TRUSTEE	1	Yes (X)		$0	$0	$0
KATHLEEN A WHITE
TRUSTEE	1	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,544,887	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$164,525	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	112	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt	Address Line2ContractorAddress/USAddress/AddressLine2Txt
Aramark Corporations
PO Box978839	Dallas	TX	753978839	Food Services	$5,814,045
Market Mentors LLC
155 Brookside Dr	Springfield	MA	01104	Marketing and Advertising	$556,222
3 Enrollment Marketing Inc
352 Main St	Oneonta	NY	13820	Enrollment Marketing	$478,208
Peter Pan Bus Lines
Union Station	Springfield	MA	01103	Transportation Services	$298,752	STE 300
Barbri Inc
12222 Merit Dr	Dallas	TX	75251	Bar Prep Services	$243,000	STE 1340

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	13	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$0	FederatedCampaignsAmt
Membership Dues	$0	MembershipDuesAmt
Fundraising	$44,110	FundraisingAmt
Related Organizations	$0	RelatedOrganizationsAmt
Government Grants	$1,650,255	GovernmentGrantsAmt
All Other Contributions	$2,035,682	AllOtherContributionsAmt
Noncash Contributions	$91,915	NoncashContributionsAmt
Total Contributions	$3,730,047	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Tuition and Fees	611710	$136,595,984	$136,595,984	$0	$0
Auxiliary Sales and Services	611710	$20,760,078	$20,760,078	$0	$0
Sponsored Programs	611710	$4,915,869	$4,915,869	$0	$0
Student Loan Interest	611710	$64,884	$64,884	$0	$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$162,336,815	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$920,759	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$920,759	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$29,682	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$29,682	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$101,361	RealAmt
Personal	$0	PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$101,361	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$101,361	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$101,361	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$8,454,949	SecuritiesAmt
Other	$15,000	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$6,998,784	SecuritiesAmt
Other	$53,332	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,456,165	SecuritiesAmt
Other	-$38,332	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,417,833	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,417,833	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$47,430	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$44,110	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$38,202	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,228	TotalRevenueColumnAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$9,228	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Student/Alumni Fundraising	611710	$402,115	$402,115	$0	$0
Service Revenue	611710	$130,514	$130,514	$0	$0
Events Registration	611710	$87,110	$87,110	$0	$0

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$660,184	TotalRevenueColumnAmt
Related Or Exempt Func Income	$217,795	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$442,389	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$1,279,923	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$169,825,648	TotalRevenueColumnAmt
Related Or Exempt Func Income	$163,174,349	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$2,921,252	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$62,183,657	TotalAmt
Program Services	$62,183,657	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,200,380	TotalAmt
Program Services	$320,400	ProgramServicesAmt
Management And General	$844,972	ManagementAndGeneralAmt
Fundraising	$35,008	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$51,596,307	TotalAmt
Program Services	$43,269,872	ProgramServicesAmt
Management And General	$7,646,968	ManagementAndGeneralAmt
Fundraising	$679,467	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$869,598	TotalAmt
Program Services	$717,962	ProgramServicesAmt
Management And General	$139,868	ManagementAndGeneralAmt
Fundraising	$11,768	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$11,185,736	TotalAmt
Program Services	$9,269,914	ProgramServicesAmt
Management And General	$1,743,866	ManagementAndGeneralAmt
Fundraising	$171,956	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$3,837,798	TotalAmt
Program Services	$3,168,583	ProgramServicesAmt
Management And General	$617,280	ManagementAndGeneralAmt
Fundraising	$51,935	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$335,562	TotalAmt
Program Services	$6,268	ProgramServicesAmt
Management And General	$329,294	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$224,030	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$224,030	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Fundraising	$0	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$259,931	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$259,931	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$10,584,730	TotalAmt
Program Services	$9,223,656	ProgramServicesAmt
Management And General	$1,360,095	ManagementAndGeneralAmt
Fundraising	$979	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,273,977	TotalAmt
Program Services	$492,115	ProgramServicesAmt
Management And General	$748,140	ManagementAndGeneralAmt
Fundraising	$33,722	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,522,216	TotalAmt
Program Services	$3,172,254	ProgramServicesAmt
Management And General	$334,220	ManagementAndGeneralAmt
Fundraising	$15,742	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$2,288,962	TotalAmt
Program Services	$627,423	ProgramServicesAmt
Management And General	$1,661,539	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$4,438,429	TotalAmt
Program Services	$3,835,539	ProgramServicesAmt
Management And General	$602,890	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,363,347	TotalAmt
Program Services	$1,213,329	ProgramServicesAmt
Management And General	$118,200	ManagementAndGeneralAmt
Fundraising	$31,818	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$686,970	TotalAmt
Program Services	$575,268	ProgramServicesAmt
Management And General	$90,786	ManagementAndGeneralAmt
Fundraising	$20,916	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$4,256,595	TotalAmt
Program Services	$4,080,981	ProgramServicesAmt
Management And General	$175,614	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$6,832,460	TotalAmt
Program Services	$6,444,828	ProgramServicesAmt
Management And General	$387,632	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$650,900	TotalAmt
Program Services	$82,049	ProgramServicesAmt
Management And General	$568,851	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Maintenance and Repairs	$2,494,870	$2,109,650	$385,220	$0
Non-Capitalized Equipment	$372,203	$328,396	$42,925	$882
Memberships and Dues	$398,626	$167,764	$197,260	$33,602
Non-Capitalized Improvements	$20,040	$18,903	$1,137	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$901,536	TotalAmt
Program Services	$399,650	ProgramServicesAmt
Management And General	$501,886	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$171,778,860	TotalAmt
Program Services	$151,708,461	ProgramServicesAmt
Management And General	$18,982,604	ManagementAndGeneralAmt
Fundraising	$1,087,795	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$32,019,473	BOYAmt
EOY	$20,943,741	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,956,691	BOYAmt
EOY	$3,631,288	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,212,879	BOYAmt
EOY	$3,756,799	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$1,727,861	BOYAmt
EOY	$1,047,789	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$24,143	BOYAmt
EOY	$29,307	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$2,660,599	BOYAmt
EOY	$2,984,527	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$305,594,177	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$167,685,167	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$138,845,800	BOYAmt
EOY	$137,909,010	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$50,790,162	BOYAmt
EOY	$57,602,533	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$29,376,336	BOYAmt
EOY	$31,614,175	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$259,613,944	BOYAmt
EOY	$259,519,169	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$13,177,786	BOYAmt
EOY	$12,417,061	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$1,514,851	BOYAmt
EOY	$1,212,736	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$8,748,640	BOYAmt
EOY	$6,436,421	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$94,500,936	BOYAmt
EOY	$92,204,264	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$2,637,298	BOYAmt
EOY	$2,471,094	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$631,290	BOYAmt
EOY	$1,463,888	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$121,210,801	BOYAmt
EOY	$116,205,464	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$94,120,361	BOYAmt
EOY	$96,940,753	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$44,282,782	BOYAmt
EOY	$46,372,952	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$138,403,143	BOYAmt
EOY	$143,313,705	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$259,613,944	BOYAmt
EOY	$259,519,169	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$1,953,212	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$6,829,650	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$34,124	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Agent Trustee Etc	0	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (1)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$59,527,823	BeginningYearBalanceAmt
Contributions	$293,947	ContributionsAmt
Investment Earnings Or Losses	$6,369,805	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,823,050	GrantsOrScholarshipsAmt
Other Expenditures	$57,779	OtherExpendituresAmt
Administrative Expenses	$183,021	AdministrativeExpensesAmt
End Year Balance	$62,127,725	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$71,333,272	BeginningYearBalanceAmt
Contributions	$506,338	ContributionsAmt
Investment Earnings Or Losses	-$8,466,937	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,592,346	GrantsOrScholarshipsAmt
Other Expenditures	$50,461	OtherExpendituresAmt
Administrative Expenses	$202,043	AdministrativeExpensesAmt
End Year Balance	$59,527,823	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$56,995,119	BeginningYearBalanceAmt
Contributions	$392,708	ContributionsAmt
Investment Earnings Or Losses	$17,918,011	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,736,061	GrantsOrScholarshipsAmt
Other Expenditures	$41,162	OtherExpendituresAmt
Administrative Expenses	$195,343	AdministrativeExpensesAmt
End Year Balance	$71,333,272	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$56,682,994	BeginningYearBalanceAmt
Contributions	$3,007,111	ContributionsAmt
Investment Earnings Or Losses	$222,904	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,687,799	GrantsOrScholarshipsAmt
Other Expenditures	$35,176	OtherExpendituresAmt
Administrative Expenses	$194,915	AdministrativeExpensesAmt
End Year Balance	$56,995,119	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$52,938,044	BeginningYearBalanceAmt
Contributions	$3,478,912	ContributionsAmt
Investment Earnings Or Losses	$2,842,872	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,379,255	GrantsOrScholarshipsAmt
Other Expenditures	$29,085	OtherExpendituresAmt
Administrative Expenses	$168,494	AdministrativeExpensesAmt
End Year Balance	$56,682,994	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.37	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.63	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$4,525,765	OtherCostOrOtherBasisAmt
Book Value	$4,525,765	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$231,728,281	OtherCostOrOtherBasisAmt
Depreciation	$112,412,985	DepreciationAmt
Book Value	$119,315,296	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$0	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$0	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$65,167,385	OtherCostOrOtherBasisAmt
Depreciation	$55,272,182	DepreciationAmt
Book Value	$9,895,203	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$4,172,746	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$4,172,746	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$137,909,010	TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

Field	Value	IRS element (for citing)
Book Value	$0	BookValueAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

Field	Value	IRS element (for citing)
Book Value	$0	BookValueAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Hedge Funds	$13,642,770	F
Investments Held in Trust	$793,958	F
Real Estate Fund	$6,228,729	F
Long/Short Equity Investment	$10,948,718	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$31,614,175	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	Deposits	Desc
Amt	$1,463,888	Amt

Field	Value	IRS element (for citing)
Total Liability	$1,463,888	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$176,429,491	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$6,829,650	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants	$0	RecoveriesPriorYearGrantsAmt
Other Revenue	$34,124	OtherRevenueAmt
Revenue Not Reported	$6,863,774	RevenueNotReportedAmt
Revenue Subtotal	$169,565,717	RevenueSubtotalAmt
Investment Expenses Not Incld	$259,931	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$0	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$259,931	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$169,825,648	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$171,518,929	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$0	DonatedServicesUseFcltsAmt
Prior Year Adjustments	$0	PriorYearAdjustmentsAmt
Losses Reported	$0	LossesReportedAmt
Other Expenses Included	$0	OtherExpensesIncludedAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$171,518,929	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$259,931	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$0	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$259,931	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$171,778,860	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part IV, Line 2b	AGENCY FUNDS ARE HELD BY THE UNIVERSITY AS A CUSTODIAN OR FISCAL AGENT. FUNDS MAY BE HELD FOR STUDENT OR PARENT BASED ORGANIZATIONS AND ORIGINATE FROM THE COLLECTION OF ACTIVITY FEES, DUES OR FUNDRAISING EFFORTS. THE FUNDS ARE DEPOSITED WITH THE UNIVERSITY FOR SAFEKEEPING AND CAN BE SUBSEQUENTLY USED OR WITHDRAWN BY THE DEPOSITOR UPON THE SUBMISSION OF PROPER AUTHORIZATION AND DOCUMENTATION. EXPENDITURES FROM THE FUND PRIMARILY SUPPORT STUDENT CLUBS AND ACTIVITIES. EACH AGENCY FUND EXISTS AS A UNIQUE COST CENTER WITHIN THE UNIVERSITY'S FINANCIAL SYSTEM AND PROVIDES A METHOD FOR ACCOUNTING FOR AND ADMINISTERING THESE FUNDS.
Schedule D, Part V, Line 4	THE UNIVERSITY RECEIVES DONATIONS THROUGH THE ADVANCEMENT OFFICE. IT IS THE RESPONSIBILITY OF THE ADVANCEMENT OFFICE TO CLARIFY, IN WRITING, ANY AMBIGUITY ON GIFTS TO ENSURE THAT THE DONOR'S INTENTIONS ARE ADHERED TO. ANY RESTRICTED DONATIONS ARE INDICATED AS SUCH BY THE ADVANCEMENT OFFICE AND REVIEWED BY THE CONTROLLER'S OFFICE TO ENSURE PROPER RECORDING AND THAT THE DONOR'S INTENTIONS ARE FULFILLED. APPROXIMATELY 46% OF THE UNIVERSITY'S ENDOWMENT FUND IS QUASI-ENDOWMENT FUNDS THAT HAVE BEEN ESTABLISHED THROUGH SOUND FISCAL MANAGEMENT OF THE UNIVERSITY WITH THE REMAINING FUNDS ESTABLISHED THROUGH DONOR RESTRICTED DONATIONS. THE MAJORITY OF THE PERMANENTLY RESTRICTED ENDOWMENT FUNDS ARE USED FOR SCHOLARSHIPS AND AWARDS FOR UNDERGRADUATE AND LAW STUDENTS. THE BOARD-APPROVED RATE OF 5% IS APPLIED TO A 13-QUARTER ROLLING AVERAGE MARKET VALUE TO DETERMINE EACH ENDOWMENT'S DISTRIBUTABLE EARNINGS AND THE ACTUAL SPENDING RATE FOR FISCAL YEAR 2023 WAS 6.52%.
Schedule D, 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. HE 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.
Schedule D, Part XI, Line 2d	CHANGE IN SPLIT INTEREST AGREEMENTS +$34,124

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (1)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule E, Part I, Line 3	WESTERN NEW ENGLAND UNIVERSITY'S NONDISCRIMINATION POLICY IS SPECIFICALLY STATED IN THEIR BY-LAWS AND IS INCLUDED IN ALL PRINTED MATERIALS.
Schedule E, Part I, Line 6	GOVERNMENT FINANCIAL AID AND ASSISTANCE FROM GOVERNMENTAL AGENCIES CONSISTS OF US DEPARTMENT OF EDUCATION FINANCIAL AID, STATE OF MASSACHUSETTS FINANCIAL AID, AND FEDERAL AND STATE RESEARCH AND DEVELOPMENT FUNDS.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	Program Services	INDIVIDUAL FACULTY OR STAFF TRAVEL	$2,030
Europe (including Iceland and Greenland)	Program Services	STUDY ABROAD	$237,103
North America (including Canada and Mexico, but not the United States)	Program Services	INDIVIDUAL FACULTY OR STAFF TRAVEL	$4,709
South America	Program Services	INDIVIDUAL FACULTY OR STAFF TRAVEL	$3,886
South Asia	Program Services	INDIVIDUAL FACULTY OR STAFF TRAVEL	$3,640
Central America and the Caribbean	Investments		$13,642,770
South Asia	Investments		$1,000,000

Field	Value	IRS element (for citing)
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Total Spent	$14,894,138	TotalSpentAmt
Transfer To Foreign Corp	0	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule F, Part I, Line 3	FormAndLineReferenceDesc
Explanation	EXPENDITURES IN COLUMN F ARE BASED ON THE ACCRUAL METHOD OF ACCOUNTING. THE VALUE OF INVESTMENTS REPORTED IN COLUMN F IS REPORTED BASED ON THE FAIR MARKET VALUE AS OF JUNE 30, 2023 IN ACCORDANCE WITH US GAAP.	ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Alumni Golf Tournament	Event1Nm
Gross Receipts Event1	$34,180	GrossReceiptsEvent1Amt
Charitable Contri Event1	$11,930	CharitableContriEvent1Amt
Gross Revenue Event1	$22,250	GrossRevenueEvent1Amt
Cash Prizes Event1	$0	CashPrizesEvent1Amt
Non Cash Prizes Event1	$3,114	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$8,000	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$6,135	FoodAndBeverageEvent1Amt
Entertainment Event1	$0	EntertainmentEvent1Amt
Other Direct Expenses Event1	$104	OtherDirectExpensesEvent1Amt
Event2	Athletics Golf Tournament	Event2Nm
Gross Receipts Event2	$46,160	GrossReceiptsEvent2Amt
Charitable Contri Event2	$29,735	CharitableContriEvent2Amt
Gross Revenue Event2	$16,425	GrossRevenueEvent2Amt
Cash Prizes Event2	$0	CashPrizesEvent2Amt
Non Cash Prizes Event2	$1,974	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$7,700	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$4,700	FoodAndBeverageEvent2Amt
Entertainment Event2	$0	EntertainmentEvent2Amt
Other Direct Expenses Event2	$90	OtherDirectExpensesEvent2Amt
Other Events Total	1	OtherEventsTotalCnt
Gross Receipts Other Events	$11,200	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$2,445	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$8,755	GrossRevenueOtherEventsAmt
Cash Prizes Other Events	$0	CashPrizesOtherEventsAmt
Non Cash Prizes Other Events	$0	NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$3,460	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$2,925	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$0	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$0	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$91,540	GrossReceiptsTotalAmt
Charitable Contributions Tot	$44,110	CharitableContributionsTotAmt
Gross Revenue Total Events	$47,430	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$0	CashPrizesTotalEventsAmt
Non Cash Prizes Total Events	$5,088	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$19,160	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$13,760	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$0	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$194	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$38,202	DirectExpenseSummaryEventsAmt
Net Income Summary	$9,228	NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule G, Part II, Line 1	FormAndLineReferenceDesc
Explanation	IN PART II, COLUMN C, OTHER EVENTS RELATES TO ONE ADDITIONAL GOLF TOURNAMENT FUNDRAISING EVENT HELD TO BENEFIT THE VARSITY FOOTBALL PROGRAM.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt
SEOG FEDERAL FINANCIAL AID	116	$326,370	$0
INSTITUTIONAL SCHOLARSHIPS	2788	$61,857,287	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2	FormAndLineReferenceDesc
Explanation	ALL GRANT FUNDS ARE MONITORED BY AT LEAST TWO DIFFERENT DEPARTMENTS WHICH CREATES CHECKS AND BALANCES TO ENSURE THAT THE FUNDS ARE TRACKED, REPORTED AND USED AS REQUIRED IN THE GRANT LANGUAGE. TITLE IV GRANT FUNDS ARE AWARDED BY THE FINANCIAL AID OFFICE AND APPLIED TO THE STUDENT'S ACCOUNT VIA FINANCIAL AID TRANSMITTAL. AS STUDENTS COMPLETE THEIR REQUIREMENTS FOR RECEIVING AID, WEEKLY TRANSMITTALS ARE RUN AND STUDENTS, WITH THE PROPER CODING ARE SELECTED TO RECEIVE AID. THE TRANSMITTAL GENERATES A LISTING OF EACH AWARD, BY TYPE WITH TOTALS, AND IS USED TO RECORD THE GRANT EXPENSE TO THE GENERAL LEDGER. FEDERAL AWARDS AND GRANTS ARE VERIFIED TO A RECEIVABLE IN THE GENERAL LEDGER THAT IS RECORDED FROM AN AUTHORIZATION LETTER AND TO THE AVAILABLE BALANCE IN THE G5 PAYMENT MANAGEMENT SYSTEM. IF THE AVAILABLE BALANCE IS SUFFICIENT, THE FUNDS ARE DRAWN DOWN THROUGH THE G5 PAYMENT MANAGEMENT SYSTEM INTO THE FEDERAL FUNDS CHECKING ACCOUNT. A BANK ACH REPORT IS GENERATED TO VERIFY THAT THE FUNDS ARE RECEIVED. THE GENERAL LEDGER ACCOUNTS ARE VERIFIED TO GRANTS BY TYPE ON THE FINANCIAL AID SYSTEM AND BILLING TRANSACTIONS ON THE BILLING FILE. THESE SYSTEMS ARE RECONCILED ON A MONTHLY BASIS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DR ROBERT E JOHNSON
PRESIDENT	$540,321	$0	$95,000	$0	$35,906	$0	$26,600	$0	$2,076	$0	$699,903	$0	$0	$0
DR ASAKO M TOYODA
SENIOR VP FOR ACADEMIC AFFAIRS	$295,732	$0	$0	$0	$476	$0	$6,087	$0	$15,463	$0	$317,758	$0	$0	$0
BASIL A STEWART
VP FOR FINANCE AND ADMINISTRATION	$249,324	$0	$0	$0	$255	$0	$5,276	$0	$18,888	$0	$273,743	$0	$0	$0
DR S HOSSEIN CHERAGHI
DEAN, COLLEGE OF ENGINEERING	$232,989	$0	$0	$0	$1,407	$0	$4,824	$0	$16,092	$0	$255,312	$0	$0	$0
BETH COHEN
INTERIM DEAN, SCHOOL OF LAW	$226,742	$0	$0	$0	$8,466	$0	$4,036	$0	$15,383	$0	$254,627	$0	$0	$0
DR SHARIANNE WALKER
DEAN, COLLEGE OF BUSINESS	$234,219	$0	$0	$0	$731	$0	$4,464	$0	$7,728	$0	$247,142	$0	$0	$0
DR LINDA E JONES
PROFESSOR OF MATERIALS SCI AND ENG	$230,437	$0	$0	$0	$731	$0	$4,702	$0	$7,399	$0	$243,269	$0	$0	$0
DR JOHN PEZZUOTO
DEAN, COLLEGE OF PHARMACY AND HS	$216,513	$0	$0	$0	$1,095	$0	$4,565	$0	$15,374	$0	$237,547	$0	$0	$0
CURT HAMAKAWA
FORMER VP ACADEMIC AFFAIRS (KEY)	$173,812	$0	$0	$0	$731	$0	$3,551	$0	$2,017	$0	$180,111	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule J, Part I, Line 1a

THROUGH HIS EMPLOYMENT CONTRACT, THE PRESIDENT RECEIVES A HOUSING ALLOWANCE. THE PRESIDENT'S HOUSING ALLOWANCE IS INCLUDED IN HIS TAXABLE COMPENSATION. ALSO, THROUGH HIS EMPLOYMENT CONTRACT, THE PRESIDENT MAY RECEIVE MEMBERSHIPS TO APPROPRIATE ORGANIZATIONS FOR THE BENEFIT OF THE INSTITUTION. REIMBURSEMENT OR PAYMENT OF MEMBERSHIPS OR ANY OTHER ELIGIBLE EXPENSES ARE REIMBURSED OR PAID BY THE UNIVERSITY PURSUANT TO ITS NORMAL EXPENSE REIMBURSEMENT POLICIES AND PROCEDURES. IN ADDITION, THROUGH HIS EMPLOYMENT CONTRACT, THE PRESIDENT RECEIVES A VEHICLE ALLOWANCE. THE VALUE OF THE VEHICLE ALLOWANCE IS INCLUDED IN THE PRESIDENT'S W-2 WAGES. THE PRESIDENT IS ELIGIBLE TO PARTICIPANT IN ALL STANDARD UNIVERSITY BENEFIT PLANS AS WELL AS ANY OTHER SUPPLEMENTAL BENEFIT PLANS PURSUANT TO HIS CONTRACT.

Schedule J, Part I, Line 7

PURSUANT TO HIS EMPLOYMENT CONTRACT, THE PRESIDENT IS ELIGIBLE TO RECEIVE AN ANNUAL INCENTIVE BONUS IN THE FORM OF A SUPPLEMENTAL COMPENSATION PAYMENT. THE TARGET BONUS AMOUNT, DETERMINED IN THE SOLE DISCRETION OF THE BOARD, IS EQUAL TO 25% OF THE PRESIDENT'S ANNUAL BASE SALARY. THE DETERMINATION OF WHETHER TO AWARD AN ANNUAL INCENTIVE BONUS SHALL BE INFORMED AND GUIDED, AT LEAST IN PART, BY THE PRESIDENT'S ANNUAL EVALUATION AS SPECIFIED IN HIS CONTRACT. PER THE PROVISIONS OF THE CONTRACT, THE PRESIDENT SHALL BE NOTIFIED AS SOON AS PRACTICABLE OF THE AMOUNT, IF ANY, OF THE INCENTIVE BONUS WHICH SHALL THEN BE PAID WITHIN 75 DAYS OF THE FISCAL YEAR END.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
MDFA SERIES 2009 REISSUED 2012
A	043431814	000000000	2008-05-29	$5,000,000	CONSTRUCTION-LAW SCHOOL ADDITION	0	0	0
MDFA SERIES 2015
B	043431814	57584XHE5	2015-12-22	$39,201,607	REFUND ISSUE 10/19/05 DINING HALL	0	0	0
MDFA SERIES 2018
C	043431814	57584YHJI	2018-06-20	$61,551,133	REFUND ISSUE 11/09/09, NEW DINING HALL	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$3,366,642	$0	$5,000,000	$0	$0	$0	$61,819	$0	$0	$4,938,181	$0	$0	2008	0	Yes (1)	Yes (1)
B	$4,450,000	$0	$39,201,607	$0	$0	$0	$462,177	$0	$0	$8,079,556	$30,659,874	$0	2017	Yes (1)	Yes (1)	Yes (1)
C	$2,830,000	$0	$61,551,133	$0	$0	$0	$669,480	$0	$0	$18,032,220	$42,849,433	$0	2018	Yes (1)	Yes (1)	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	Yes (1)	Yes (1)	Yes (1)
B	Yes (1)	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	Yes (1)	0	Yes (1)	Yes (1)
B	0	Yes (1)	0	Yes (1)
C	0	Yes (1)	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule K, Part III, Line 3a-05/29/2008 5,000,000 MDFA SERIES 2009 REISSUED 2012	ANY MANAGEMENT OR SERVICE CONTRACTS THAT MAY RESULT IN PRIVATE BUSINESS USE OF BOND FINANCED PROPERTY FALL WITHIN THE INCIDENTAL USE EXCEPTION.
Schedule K, Part III, Line 3a-12/22/2015 39,201,607 MDFA SERIES 2015	ANY MANAGEMENT OR SERVICE CONTRACTS THAT MAY RESULT IN PRIVATE BUSINESS USE OF BOND FINANCED PROPERTY FALL WITHIN THE INCIDENTAL USE EXCEPTION.
Schedule K, Part III, Line 3a-06/20/2018 61,551,133 MDFA SERIES 2018	ANY MANAGEMENT OR SERVICE CONTRACTS THAT MAY RESULT IN PRIVATE BUSINESS USE OF BOND FINANCED PROPERTY FALL WITHIN THE INCIDENTAL USE EXCEPTION.
Schedule K, Part IV, Line 2c-05/29/2008 5,000,000 MDFA SERIES 2009 REISSUED 2012	CALCULATION COMPLETED ON 10/30/2017 AND THE 6 MONTH SPENDING EXCEPTION APPLIES.
Schedule K, Part IV, Line 2c-12/22/2015 39,201,607 MDFA SERIES 2015	INTERIM CALCULATION COMPLETED ON 12/22/2022, NOT DUE UNTIL 12/22/2025
Schedule K, Part IV, Line 2c-06/20/2018 61,551,133 MDFA SERIES 2018	FINAL CALCULATION COMPLETED ON 6/20/2023, NO REBATE DUE. NEXT CALCULATION DUE 6/20/2028.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SUBSTANTIAL CONTRIBUTOR	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Relationship Description	SUBSTANTIAL CONTRIBUTOR	RelationshipDescriptionTxt
Transaction	$5,858,304	TransactionAmt
Transaction	FOOD SERVICE VENDOR	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule L, Part IV	FormAndLineReferenceDesc
Explanation	TRANSACTIONS INVOLVING INTERESTED PERSONS. NAME OF PERSON: SUBSTANTIAL CONTRIBUTOR. DESCRIPTION OF TRANSACTION: FOOD SERVICE VENDOR.	ExplanationTxt

Schedule M IRS990ScheduleM

Cars And Other Vehicles CarsAndOtherVehiclesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$75,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	ESTIMATED FMV	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	3	ContributionCnt
Noncash Contributions Rpt F990	$16,915	NoncashContributionsRptF990Amt
Method Of Determining Revenues	AVERAGE MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule M, Part I, Line 6	THE AMOUNT INDICATED IN PART I, LINE 6, COLUMN B, REFLECTS THE NUMBER OF CONTRIBUTIONS RECEIVED.
Schedule M, Part I, Line 9	THE AMOUNT INDICATED IN PART I, LINE 9, COLUMN B, REFLECTS THE NUMBER OF CONTRIBUTIONS RECEIVED.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 1	ALSO APPLIES TO FORM 990, PART I, LINE 1 WESTERN NEW ENGLAND UNIVERSITY, A COMPREHENSIVE PRIVATE INSTITUTION WITH A TRADITION OF EXCELLENCE IN TEACHING AND SCHOLARSHIP AND A COMMITMENT TO SERVICE, AWARDS UNDERGRADUATE, MASTER'S, AND DOCTORAL DEGREES IN VARIOUS DEPARTMENTS FROM AMONG OUR COLLEGES OF ARTS AND SCIENCES, BUSINESS, ENGINEERING, AND PHARMACY AND HEALTH SCIENCES, AND SCHOOL OF LAW. ONE OF ONLY A FEW U.S. COMPREHENSIVE INSTITUTIONS ENROLLING UNDER 5,000 STUDENTS RECOGNIZED WITH NATIONAL AND INTERNATIONAL ACCREDITATION AT THE HIGHEST LEVELS IN LAW, BUSINESS, ENGINEERING, AND SOCIAL WORK, WE SERVE STUDENTS PREDOMINANTLY FROM THE NORTHEASTERN U.S., BUT ENROLL STUDENTS FROM ACROSS THE COUNTRY AND AROUND THE WORLD. THE VAST MAJORITY OF UNDERGRADUATE STUDENTS RESIDE ON CAMPUS. OUR 215-ACRE CAMPUS IN SPRINGFIELD, MASSACHUSETTS, IS REMARKABLE FOR ITS BEAUTY, SECURITY, AND METICULOUS UPKEEP. OUR MISSION: THE HALLMARK OF THE WESTERN NEW ENGLAND UNIVERSITY EXPERIENCE IS AN UNWAVERING FOCUS ON AND ATTENTION TO EACH STUDENT'S ACADEMIC AND PERSONAL DEVELOPMENT, INCLUDING LEARNING OUTSIDE THE CLASSROOM. FACULTY, DEDICATED TO EXCELLENCE IN TEACHING AND RESEARCH, AND OFTEN NATIONALLY RECOGNIZED IN THEIR FIELDS, TEACH IN AN ENVIRONMENT OF WARMTH AND PERSONAL CONCERN WHERE SMALL CLASSES PREDOMINATE. ADMINISTRATIVE AND SUPPORT STAFF WORK COLLABORATIVELY WITH FACULTY IN ATTENDING TO STUDENT DEVELOPMENT SO THAT EACH STUDENT'S ACADEMIC AND PERSONAL POTENTIAL CAN BE REALIZED AND APPRECIATED. WESTERN NEW ENGLAND UNIVERSITY DEVELOPS LEADERS AND PROBLEM-SOLVERS FROM AMONG OUR STUDENTS, WHETHER IN ACADEMICS, INTERCOLLEGIATE ATHLETICS, EXTRACURRICULAR AND CO-CURRICULAR PROGRAMS, COLLABORATIVE RESEARCH PROJECTS WITH FACULTY, OR IN PARTNERSHIP WITH THE LOCAL COMMUNITY. AT WESTERN NEW ENGLAND UNIVERSITY, EXCELLENCE IN STUDENT LEARNING GOES HAND IN HAND WITH THE DEVELOPMENT OF PERSONAL VALUES SUCH AS INTEGRITY, ACCOUNTABILITY, AND CITIZENSHIP. STUDENTS ACQUIRE THE TOOLS TO SUPPORT LIFELONG LEARNING AND THE SKILLS TO SUCCEED IN THE GLOBAL WORKFORCE. EQUALLY IMPORTANT, ALL MEMBERS OF OUR COMMUNITY ARE COMMITTED TO GUIDING STUDENTS IN THEIR DEVELOPMENT TO BECOME INFORMED AND RESPONSIBLE LEADERS IN THEIR LOCAL AND GLOBAL COMMUNITIES BY PROMOTING A CAMPUS CULTURE OF RESPECT, TOLERANCE, ENVIRONMENTAL AWARENESS, AND SOCIAL RESPONSIBILITY. WE ARE POSITIONED WELL TO ACCOMPLISH THESE GOALS AS A TRULY COMPREHENSIVE INSTITUTION WHOSE FACULTY AND STAFF HAVE HISTORICALLY COLLABORATED IN OFFERING AN INTEGRATED PROGRAM OF LIBERAL AND PROFESSIONAL LEARNING IN THE DIVERSE FIELDS OF ARTS AND SCIENCES, BUSINESS, ENGINEERING, LAW, AND PHARMACY. OUR CORE VALUES: EXCELLENCE IN TEACHING, RESEARCH, AND SCHOLARSHIP, UNDERSTANDING THAT OUR PRIMARY PURPOSE IS TO PROVIDE AN OUTSTANDING EDUCATION SUPPORTED BY FACULTY WITH THE HIGHEST ACADEMIC CREDENTIALS, AND WITH NATIONAL PROMINENCE IN THEIR FIELDS. STUDENT-CENTERED LEARNING, PROVIDING AN INDIVIDUALIZED APPROACH TO EDUCATION WHICH INCLUDES A PROFOUND COMMITMENT TO SMALL CLASS SIZES, PERSONALIZED STUDENT-FACULTY RELATIONSHIPS, AND STUDENT ENGAGEMENT AND PERSONAL GROWTH BOTH WITHIN AND BEYOND THE CLASSROOM. A SENSE OF COMMUNITY, TREATING EVERY INDIVIDUAL AS A VALUED MEMBER OF OUR COMMUNITY WITH A SHARED SENSE OF PURPOSE AND OWNERSHIP MADE POSSIBLE BY MUTUAL RESPECT AND SHARED GOVERNANCE. CULTIVATION OF A PLURALISTIC SOCIETY, CELEBRATING THE DIVERSITY OF OUR COMMUNITY, LOCALLY AND GLOBALLY, AND CREATING A COMMUNITY THAT FOSTERS TOLERANCE, INTEGRITY, ACCOUNTABILITY, CITIZENSHIP, AND SOCIAL RESPONSIBILITY. INNOVATIVE INTEGRATED LIBERAL AND PROFESSIONAL EDUCATION, CONSTITUTING THE FOUNDATION OF OUR UNDERGRADUATE AND GRADUATE CURRICULUM, PROVIDING GLOBAL EDUCATION, LEADERSHIP OPPORTUNITIES, AND CAREER PREPARATION. COMMITMENT TO ACADEMIC, PROFESSIONAL, AND COMMUNITY SERVICE, PROMOTING OPPORTUNITIES FOR ALL CAMPUS COMMUNITY MEMBERS TO PROVIDE RESPONSIBLE SERVICE OF THE HIGHEST QUALITY TO OTHERS. *STEWARDSHIP OF OUR CAMPUS, CARING FOR THE SUSTAINABILITY AND AESTHETICS OF THE ENVIRONMENT BOTH WITHIN AND BEYOND THE CAMPUS. OUR VISION FOR APPROACHING OUR SECOND CENTURY: IN 2019 WESTERN NEW ENGLAND UNIVERSITY CELEBRATED ITS CENTENNIAL AS AN INSTITUTION OF HIGHER EDUCATION. OUR FOCUS WILL CONTINUE TO BE ON THE WHOLE STUDENT, BUT IN A TWENTY-FIRST CENTURY CONTEXT HIGHLIGHTING THE DEMANDS OF A DIVERSE AND GLOBAL SOCIETY, THE ACCELERATING PACE OF TECHNOLOGY, AND THE NECESSITY OF ATTENTION TO ENVIRONMENTAL SUSTAINABILITY. OUR NEXT DECADE WILL BE MARKED BY A CONTINUED DEDICATION TO EXCELLENCE, VISIONARY THINKING, FLEXIBILITY, AND ENTREPRENEURIAL SPIRIT. WE MUST CONTINUE TO DEVELOP AS A COMPREHENSIVE INSTITUTION OFFERING AN INTEGRATED PROGRAM OF LIBERAL AND PROFESSIONAL UNDERGRADUATE AND GRADUATE EDUCATION WHILE ESTABLISHING OURSELVES IN A POSITION OF REGIONAL LEADERSHIP AND NATIONAL RECOGNITION.
Form 990, Part VI, Section B, Line 11b	THE TRUSTEE AUDIT COMMITTEE REVIEWS THE FORM 990 BEFORE IT IS PASSED ON TO THE FULL BOARD REVIEW. THE AUDIT COMMITTEE'S REVIEW IS ACCOMPLISHED BY PROVIDING THE FORM AND ALL SCHEDULES AND ATTACHMENTS TO THE COMMITTEE THROUGH THE UNIVERSITY'S SECURE ONLINE WEBSITE. THE ENTIRE RETURN IS AVAILABLE THROUGH THE SECURE ONLINE WEBSITE AND THE COMMITTEE HAS THE OPPORTUNITY TO DISCUSS THE RETURN IN AN OPEN FORUM THAT IS VIEWED BY ALL. ONCE THE COMMITTEE REVIEWS THE RETURN TO ENSURE COMPLIANCE WITH FILING REQUIREMENTS, THE FULL BOARD IS GIVEN ACCESS TO THE SECURE ONLINE WEBSITE BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE.
Form 990, Part VI, Section B, Line 12c	THE UNIVERSITY ASKS BOTH TRUSTEES AS WELL AS ADMINISTRATIVE EMPLOYEES TO COMPLETE A CONFLICT OF INTEREST STATEMENT EACH YEAR. THE TRUSTEES' STATEMENTS ARE REVIEWED BY THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION AND HIS/HER DESIGNEE. IF ANY ISSUES AND/OR CONCERNS ARE FOUND, THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION BRINGS THE MATTER FORWARD, AS APPROPRIATE, TO ENSURE THAT ALL PARTIES ARE AWARE OF ANY ISSUES. AT HIS/HER DISCRETION, THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION MAY DECIDE TO ENGAGE EXTERNAL LEGAL COUNSEL TO REVIEW THE CIRCUMSTANCES OF ANY REPORTED CONFLICT AND PROVIDE LEGAL ADVICE ON THE MATTER. ANY TRUSTEE WITH A CONFLICT ABSTAINS FROM ANY BOARD OR COMMITTEE VOTES AS DEEMED NECESSARY. EACH YEAR ALL ADMINISTRATIVE STAFF MUST REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN A CONFLICT OF INTEREST STATEMENT. THESE STATEMENTS ARE FORWARDED TO THE HUMAN RESOURCE DEPARTMENT FOR REVIEW. ANY POTENTIAL CONFLICTS ARE BROUGHT FORWARD AS APPROPRIATE.
Form 990, Part VI, Section B, Line 15	15A. THE COMPENSATION REVIEW PROCESS FOR THE PRESIDENT IS CONDUCTED THROUGH A COMPENSATION SUB-COMMITTEE OF TRUSTEES COMPRISED OF THE CHAIRMAN, VICE CHAIRMAN, SECRETARY AND TWO OTHER MEMBERS. THE SUB-COMMITTEE MEETS DURING THE YEAR TO REVIEW THE PRESIDENT'S PERFORMANCE RELATIVE TO THE PRIOR YEAR'S GOALS AND TO ESTABLISH THE COMING YEAR'S GOALS. THE SUB-COMMITTEE PERIODICALLY ENGAGES A THIRD PARTY TO CONDUCT AN INDEPENDENT REVIEW OF THE PRESIDENT'S COMPENSATION. THE THIRD-PARTY MAY BE ASKED TO ADVISE THE SUB-COMMITTEE OF TRENDS AND ANY OTHER PERTINENT INFORMATION WITH RESPECT TO BENCH-MARKED PEER INSTITUTIONS. PEER INSTITUTIONS ARE DEFINED ACCORDING TO MEASURES UTILIZING INSTITUTIONAL ORGANIZATIONAL COMPLEXITY SUCH AS SIZE AND BREADTH OF PROGRAMMING. ADDITIONALLY, THE SUB-COMMITTEE RELIES ON INTERNAL DATA REGARDING COMPENSATION CHANGES BEING CONSIDERED FOR OTHER UNIVERSITY POSITIONS. THE COMPENSATION SUB-COMMITTEE OF THE BOARD OF TRUSTEES RECOMMENDS TO THE EXECUTIVE COMMITTEE THE PRESIDENT'S COMPENSATION PACKAGE. ALL DOCUMENTATION IS KEPT BY THE CHAIRMAN OF THE BOARD. IN ADDITION, THE PRESIDENT'S OFFICE RETAINS A COPY OF THE PRESIDENT'S SELF-EVALULATION. THE MINUTES OF THE COMPENSATION SUB-COMMITTEE AND EXECUTIVE COMMITTEE ARE KEPT ON FILE IN THE PRESIDENT'S OFFICE. THESE MINUTES, WITH MOTIONS FOR COMPENSATION PACKAGES, ARE MAILED TO ALL TRUSTEES. THE COMPENSATION PROCESS MEETS THE REBUTTABLE PRESUMPTION. THE COMMITTEE IS COMPRISED OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST REGARDING THE TRANSACTION, THE COMMITTEE RELIES ON APPROPRIATE INTERNAL AND EXTERNAL DATA AS TO BOTH COMPENSATION LEVEL AND COMPENSATION CHANGE PRIOR TO MAKING ITS DETERMINATION, AND THE COMMITTEE TIMELY AND ADEQUATELY DOCUMENTS THE DECISIONS REGARDING COMPENSATION. 15B. THE COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS MOST HEAVILY MEASURED AGAINST THE PERFORMANCE OF THE INDIVIDUALS AND CONTEMPORANEOUS PUBLISHED SALARY DATA FROM THE COLLEGE AND UNIVERSITY PERSONNEL ASSOCIATION'S (CUPA) SALARY LISTINGS FROM COMPARABLE INSTITUTIONS WITHIN THE SAME CARNEGIE CATEGORIES AS THE UNIVERSITY. THE PRESIDENT DETERMINES ANY INCREASES BASED ON PERFORMANCE AND COMPARABLE COMPENSATION DATA. HE REPORTS THE SALARY LEVELS OF THE KEY EMPLOYEES TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. COMPENSATION RECORDS ARE KEPT IN THE PRESIDENT'S OFFICE.
Form 990, Part VI, Section C, Line 19	THE IRS FORM 990 IS AVAILABLE UPON REQUEST FROM THE UNIVERSITY. IT IS POSTED, ALONG WITH THE AUDITED FINANCIAL STATEMENTS, ON THE UNIVERSITY'S WEBSITE (https://wne.edu/finance-and-administration/controller/federal-tax-returns) AND THE WEBSITE OF THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE AT WWW.MASS.GOV. THE UNIVERSITY'S GOVERNING DOCUMENTS, ARTICLES OF INCORPORATION AND BY-LAWS MAY BE REQUESTED FROM THIS OFFICE AND ARE POSTED ON THE WEBSITE FOR THE MASSACHUSETTS SECRETARY OF STATE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON THE UNIVERSITY'S WEBSITE.
Form 990, Part XI, Line 9	CHANGE IN SPLIT INTEREST AGREEMENTS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	Charitable Remainder Trusts (3)	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1215 Wilbraham Road	AddressLine1Txt
City	Springfield	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01119	ZIPCd

Field	Value	IRS element (for citing)
Primary Activities	Charitable Trust	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd
Public Charity Status	TRUST	PublicCharityStatusTxt
Direct Controlling NA	N/A	DirectControllingNACd
Controlled Organization	Yes (1)	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd