UNIVERSITY OF HARTFORD: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF HARTFORD (EIN 06-0731360)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202431369349304358
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T09:23:08-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO INTERNATIONAL PLACE 22ND FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | 060731360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF HARTFORD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 8607685691 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 BLOOMFIELD AVENUE | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMIE SKOWYRA | PersonNm |
| Person Title | VP OF FINANCE & CFO | PersonTitleTxt |
| Phone | 8607685691 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMIE | PersonFirstNm |
| Person Last | SKOWYRA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA J KENNEY | PreparerPersonNm |
| PTIN | P00202198 | PTIN |
| Phone | 6177170831 | PhoneNum |
| Preparation | 2024-05-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | STEPHEN MULREADY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 BLOOMFIELD AVENUE | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $323,962,438 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HARTFORD.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | THE UNIVERSITY PROVIDES A LEARNING ENVIRONMENT IN WHICH STUDENTS MAY TRANSFORM THEMSELVES INTELLECTUALLY, PERSONALLY AND SOCIALLY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 3047 | TotalEmployeeCnt |
| Total Volunteers | 74 | TotalVolunteersCnt |
| Total Gross UBI | -$15,808 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $20,669,411 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,709,437 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $233,665,408 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $242,333,316 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,839,243 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,065,673 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,822,648 | PYOtherRevenueAmt |
| CY Other Revenue | $5,237,579 | CYOtherRevenueAmt |
| PY Total Revenue | $269,996,710 | PYTotalRevenueAmt |
| CY Total Revenue | $269,346,005 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $103,819,669 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $103,015,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $99,884,224 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $101,429,158 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,783,659 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $86,326,719 | PYOtherExpensesAmt |
| CY Other Expenses | $87,090,710 | CYOtherExpensesAmt |
| PY Total Expenses | $290,030,612 | PYTotalExpensesAmt |
| CY Total Expenses | $291,534,868 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$20,033,902 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$22,188,863 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $412,314,341 | TotalAssetsBOYAmt |
| Total Assets EOY | $426,310,606 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $203,173,630 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $223,210,715 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $209,140,711 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $203,099,891 | NetAssetsOrFundBalancesEOYAmt |
| Mission | DEDICATED TO LEARNING, PERSONAL GROWTH, KNOWLEDGE CREATION, AND THE BETTERMENT OF SOCIETY. THE UNIVERSITY ENGAGES STUDENTS IN AQUIRING THE KNOWLEDGE, SKILLS, AND VALUES NECESSARY TO THRIVE IN AND CONTRIBUTE TO A PLURALISTIC, COMPLEX WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $248,747,106 | ExpenseAmt |
| Grant | $103,015,000 | GrantAmt |
| Revenue | $242,333,316 | RevenueAmt |
| Desc | THE UNIVERSITY OF HARTFORD IS AN INDEPENDENT, CO-EDUCATIONAL, NON-SECTARIAN INSTITUTION THAT CURRENTLY ENROLLS APPROXIMATELY 5,916 FULL AND PART-TIME STUDENTS THAT REPRESENT 48 US STATES AND 53 FOREIGN COUNTRIES. THE UNIVERSITY PROVIDES INSTRUCTION THROUGH SEVEN SCHOOLS, OFFERING 8 ASSOCIATE DEGREE PROGRAMS, 86 UNDERGRADUATE MAJORS, 47 GRADUATE-LEVEL DEGREE PROGRAMS, AND 6 DOCTORATE DEGREES, AS WELL AS SEVERAL UNDERGRADUATE AND GRADUATE CERTIFICATES AND DIPLOMAS. | Desc |
| Total Program Service Expenses | $248,747,106 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | 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 | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | 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 | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 641 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3047 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | 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 | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMIE SKOWYRA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8607685708 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 BLOOMFIELD AVENUE | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| GREGORY WOODWARD | |||||||||
| PRESIDENT | 40.00 | 0.00 | Yes (X) | Yes (X) | $563,877 | $0 | $131,953 | ||
| JEROME KATRICHIS | |||||||||
| FACULTY REGENT | 40.00 | 0.00 | Yes (X) | $133,435 | $0 | $28,442 | |||
| NATALIE POLITIKOS | |||||||||
| FACULTY REGENT | 40.00 | 0.00 | Yes (X) | $119,975 | $0 | $37,917 | |||
| DONALD ALLAN | |||||||||
| REGENT - CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TANYA TAUPIER | |||||||||
| REGENT - VICE CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER TEDONE | |||||||||
| REGENT - VICE CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID THOMPSON | |||||||||
| REGENT - VICE CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN BEHRENS | |||||||||
| REGENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARCY CAMPBELL | |||||||||
| REGENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL DAGLIO | |||||||||
| REGENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET PEARL DOUGLAS | |||||||||
| REGENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NICHOLAS GALLUCCIO | |||||||||
| REGENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH GLUECK | |||||||||
| REGENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID GORDON | |||||||||
| REGENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN GRANT | |||||||||
| REGENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RYAN SPEEDO GREEN | |||||||||
| REGENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RANDY JACOBS | |||||||||
| REGENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTIN JOHN | |||||||||
| REGENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE KING | |||||||||
| REGENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH KOLTENUK | |||||||||
| REGENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK LIEB | |||||||||
| REGENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GLENN MESSEMER | |||||||||
| REGENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES PAGANO | |||||||||
| REGENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ESTHER PRYOR | |||||||||
| REGENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA SHANLEY | |||||||||
| REGENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL SITTARD | |||||||||
| REGENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY SHOHAM | |||||||||
| REGENT (UNTIL 06/23) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEVERELL SMITH | |||||||||
| REGENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH SYLVESTRO | |||||||||
| REGENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ORIN WOLF | |||||||||
| REGENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN SMITH | |||||||||
| REGENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK BOXER | |||||||||
| COO (UNTIL 04/2023) | 40.00 | 0.00 | Yes (X) | $440,099 | $0 | $54,741 | |||
| LAURA WHITNEY | |||||||||
| CFO (UNTIL 07/2022) | 40.00 | 0.00 | Yes (X) | $282,546 | $0 | $22,370 | |||
| KATHRYN PENDERGAST | |||||||||
| VP DEVELOPMENT | 40.00 | 0.00 | Yes (X) | $274,330 | $0 | $37,226 | |||
| MOLLY POLK | |||||||||
| VP MARKETING & COMM | 40.00 | 0.00 | Yes (X) | $270,587 | $0 | $26,961 | |||
| AARON ISAACS | |||||||||
| DEAN OF STUDENTS | 40.00 | 0.00 | Yes (X) | $258,563 | $0 | $25,836 | |||
| JAMIE SKOWYRA | |||||||||
| VP OF FINANCE AND CFO (AS OF 02/23) | 40.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATE DION | |||||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN M MULREADY | |||||||||
| DEAN BARNEY | 40.00 | 0.00 | $313,648 | $0 | $0 | Yes (X) | |||
| SHARON BEVERLY | |||||||||
| VP ATHLETICS & RECREATION | 40.00 | 0.00 | $307,607 | $0 | $22,800 | Yes (X) | |||
| HISHAM ALNAJJAR | |||||||||
| DEAN CETA | 40.00 | 0.00 | $248,603 | $0 | $22,669 | Yes (X) | |||
| DATE MERRILL | |||||||||
| DEAN HARTT SCHOOL | 40.00 | 0.00 | $239,191 | $0 | $35,750 | Yes (X) | |||
| CESARINA THOMPSON | |||||||||
| DEAN ENHP | 40.00 | 0.00 | $234,497 | $0 | $21,476 | Yes (X) | |||
| KATHERINE BLACK | |||||||||
| DEAN A&S | 40.00 | 0.00 | $230,405 | $0 | $52,103 | Yes (X) | |||
| NANCY STUART | |||||||||
| DEAN ART SCHOOL | 40.00 | 0.00 | $191,319 | $0 | $46,466 | Yes (X) | |||
| DAVID GOLDENBERG | |||||||||
| DEAN HILLYER | 40.00 | 0.00 | $190,677 | $0 | $50,596 | Yes (X) | |||
| H FREDERICK SWEITZER | |||||||||
| PROVOST | 40.00 | 0.00 | $164,983 | $0 | $36,001 | Yes (X) | |||
| SEBASTIAN SORRENTINO | |||||||||
| VP OF OPERATIONS | 40.00 | 0.00 | $171,709 | $0 | $29,551 | Yes (X) | |||
| JOHN GALLAGHER | |||||||||
| MEN'S BASKETBALL COACH | 40.00 | 0.00 | $297,992 | $0 | $53,752 | Yes (X) | |||
| RAYMOND MCGIVNEY | |||||||||
| AVP, GRADUATE & PROFESSIONAL STUDIES | 40.00 | 0.00 | $218,129 | $0 | $53,637 | Yes (X) | |||
| CARMEN COTEI | |||||||||
| PROFESSOR | 40.00 | 0.00 | $200,664 | $0 | $19,271 | Yes (X) | |||
| CHRISTOPHER DUPUIS | |||||||||
| AVP CAPITAL PLANNING & MANAGEMENT | 40.00 | 0.00 | $176,579 | $0 | $42,608 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,529,415 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $852,126 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 120 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|
| ARAMARK FOOD & SUPPORT SERVICES INC | |||||
| ACCT 7423 | WEST HARTFORD | CT | 06117 | DINING & FACILITIES | $22,470,221 |
| CONSIGLI CONSTRUCTION COMPANY INC | |||||
| 72 SUMNER STREET | MILFORD | MA | 01757 | CONSTRUCTION | $14,646,156 |
| WHITING-TURNER CONTRACTING COMPANY | |||||
| 300 E JOPPA ROAD | TOWSON | MD | 21286 | CONSTRUCTION | $7,193,235 |
| CAPITAL EDUCATION | |||||
| 200 SOUTH WACKER DRIVE SUITE 1600 | CHICAGO | IL | 60606 | EDUCATION | $1,846,790 |
| ELLUCIAN SUPPORT INC | |||||
| 4 COUNTRY VIEW ROAD | MALVERN | PA | 19355 | IT SERVICES | $1,547,513 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 86 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $4,871,503 | GovernmentGrantsAmt |
| All Other Contributions | $8,837,934 | AllOtherContributionsAmt |
| Noncash Contributions | $335,070 | NoncashContributionsAmt |
| Total Contributions | $13,709,437 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $195,944,278 | $195,944,278 |
| ROOM, BOARD, AND AUXILIARY | 721310 | $40,983,201 | $40,983,201 |
| ORGANIZED ACTIVITIES | 711190 | $3,737,326 | $3,737,326 |
| OTHER AUXILLIARY | 900099 | $1,668,511 | $1,668,511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $242,333,316 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,537,477 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$15,808 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,553,285 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $57,144,629 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $54,616,433 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,528,196 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,528,196 | TotalRevenueColumnAmt |
| Exclusion | $2,528,196 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REBATES/STUDENT CONVENIENCE FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,237,579 | TotalRevenueColumnAmt |
| Exclusion | $5,237,579 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,237,579 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $269,346,005 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $242,333,316 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$15,808 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,319,060 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,176,422 | TotalAmt |
| Program Services | $101,176,422 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,838,578 | TotalAmt |
| Program Services | $1,838,578 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,753,215 | TotalAmt |
| Program Services | $2,408,957 | ProgramServicesAmt |
| Management And General | $2,119,155 | ManagementAndGeneralAmt |
| Fundraising | $225,103 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,593 | TotalAmt |
| Program Services | $174,593 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,629,948 | TotalAmt |
| Program Services | $64,270,192 | ProgramServicesAmt |
| Management And General | $7,543,549 | ManagementAndGeneralAmt |
| Fundraising | $2,816,207 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,294,996 | TotalAmt |
| Program Services | $3,635,825 | ProgramServicesAmt |
| Management And General | $538,821 | ManagementAndGeneralAmt |
| Fundraising | $120,350 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,010,958 | TotalAmt |
| Program Services | $9,617,592 | ProgramServicesAmt |
| Management And General | $2,101,054 | ManagementAndGeneralAmt |
| Fundraising | $292,312 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,565,448 | TotalAmt |
| Program Services | $4,612,117 | ProgramServicesAmt |
| Management And General | $842,022 | ManagementAndGeneralAmt |
| Fundraising | $111,309 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,123,051 | TotalAmt |
| Management And General | $1,123,051 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,897 | TotalAmt |
| Management And General | $348,897 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $692,853 | TotalAmt |
| Management And General | $692,853 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,682,345 | TotalAmt |
| Management And General | $10,682,345 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,181,864 | TotalAmt |
| Program Services | $686,135 | ProgramServicesAmt |
| Management And General | $495,729 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,590,815 | TotalAmt |
| Program Services | $3,112,790 | ProgramServicesAmt |
| Management And General | $1,338,117 | ManagementAndGeneralAmt |
| Fundraising | $139,908 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,148,235 | TotalAmt |
| Program Services | $806,940 | ProgramServicesAmt |
| Management And General | $3,341,295 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,853 | TotalAmt |
| Program Services | $26,853 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,962,890 | TotalAmt |
| Program Services | $6,609,339 | ProgramServicesAmt |
| Management And General | $353,551 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,822,041 | TotalAmt |
| Program Services | $3,214,675 | ProgramServicesAmt |
| Management And General | $607,366 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463,048 | TotalAmt |
| Program Services | $317,496 | ProgramServicesAmt |
| Management And General | $145,552 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,992,286 | TotalAmt |
| Program Services | $5,289,400 | ProgramServicesAmt |
| Management And General | $702,886 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,418,895 | TotalAmt |
| Program Services | $10,431,431 | ProgramServicesAmt |
| Management And General | $3,908,994 | ManagementAndGeneralAmt |
| Fundraising | $78,470 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,135,343 | TotalAmt |
| Program Services | $16,477 | ProgramServicesAmt |
| Management And General | $2,118,866 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| DINING | $14,367,109 | $14,367,109 |
| FACILITIES SERVICES | $10,990,568 | $10,990,568 |
| ROOM & BOARD | $1,852,489 | $1,852,489 |
| TUITION ABATEMENT | $1,806,978 | $1,806,978 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,484,150 | TotalAmt |
| Program Services | $1,484,150 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,534,868 | TotalAmt |
| Program Services | $248,747,106 | ProgramServicesAmt |
| Management And General | $39,004,103 | ManagementAndGeneralAmt |
| Fundraising | $3,783,659 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,258,808 | BOYAmt |
| EOY | $1,629,333 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,872,559 | BOYAmt |
| EOY | $22,875,741 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,789,256 | BOYAmt |
| EOY | $9,264,173 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,261,006 | BOYAmt |
| EOY | $8,214,083 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,342,658 | BOYAmt |
| EOY | $1,104,047 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,467,480 | BOYAmt |
| EOY | $8,321,487 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $443,331,399 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $267,300,857 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,178,934 | BOYAmt |
| EOY | $176,030,542 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,033,599 | BOYAmt |
| EOY | $87,944,464 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,642,106 | BOYAmt |
| EOY | $90,038,778 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,467,935 | BOYAmt |
| EOY | $20,887,958 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,314,341 | BOYAmt |
| EOY | $426,310,606 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,634,517 | BOYAmt |
| EOY | $23,598,796 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,507,952 | BOYAmt |
| EOY | $20,950,564 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,331,260 | BOYAmt |
| EOY | $167,417,425 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,699,901 | BOYAmt |
| EOY | $11,243,930 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,173,630 | BOYAmt |
| EOY | $223,210,715 | 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 | $28,399,409 | BOYAmt |
| EOY | $19,930,589 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,741,302 | BOYAmt |
| EOY | $183,169,302 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,140,711 | BOYAmt |
| EOY | $203,099,891 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,314,341 | BOYAmt |
| EOY | $426,310,606 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$22,188,863 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $14,609,186 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,538,857 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,148,046 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,425,477 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,501,520 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,669,411 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,709,437 | CurrentTaxYearAmt |
| Total | $90,453,891 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,148,046 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,425,477 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,501,520 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,669,411 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,709,437 | CurrentTaxYearAmt |
| Total | $90,453,891 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,002,901 | SubstantialContributorsTotAmt |
| Public Support Total170 | $87,450,990 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,912,532 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,634,753 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,063,284 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,942,776 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,553,285 | CurrentTaxYearAmt |
| Total | $19,106,630 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $7,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $250 | CurrentTaxYearMinus1YearAmt |
| Total | $7,750 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $937,186 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $683,538 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $605,968 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,822,398 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,237,579 | CurrentTaxYearAmt |
| Total | $15,286,669 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $124,854,940 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,240,043,359 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70040 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74540 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2018 AMOUNT: $ 937,186. 2019 AMOUNT: $ 683,538. 2020 AMOUNT: $ 605,968. 2021 AMOUNT: $ 7,822,398. 2022 AMOUNT: $ 5,237,579. | ExplanationTxt |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $2,263 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $2,263 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY OF HARTFORD PAYS MEMBERSHIP DUES TO A MEMBERSHIP ORGANIZATION. A PORTION OF THOSE DUES IS ALLOCATED TO LOBBYING AND REPORTED ON SCHEDULE C, PART II-B. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $191,364,483 | BeginningYearBalanceAmt |
| Contributions | $3,751,564 | ContributionsAmt |
| Investment Earnings Or Losses | $20,432,053 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,660,339 | GrantsOrScholarshipsAmt |
| Other Expenditures | $28,387,478 | OtherExpendituresAmt |
| End Year Balance | $183,500,283 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $232,738,324 | BeginningYearBalanceAmt |
| Contributions | $1,996,262 | ContributionsAmt |
| Investment Earnings Or Losses | -$33,345,779 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,490,058 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,534,266 | OtherExpendituresAmt |
| End Year Balance | $191,364,483 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $176,055,351 | BeginningYearBalanceAmt |
| Contributions | $4,260,968 | ContributionsAmt |
| Investment Earnings Or Losses | $59,788,754 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,366,749 | OtherExpendituresAmt |
| End Year Balance | $232,738,324 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $182,811,990 | BeginningYearBalanceAmt |
| Contributions | $1,422,818 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,358,877 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,820,580 | OtherExpendituresAmt |
| End Year Balance | $176,055,351 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $178,755,292 | BeginningYearBalanceAmt |
| Contributions | $3,869,197 | ContributionsAmt |
| Investment Earnings Or Losses | $6,696,435 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,508,934 | OtherExpendituresAmt |
| End Year Balance | $182,811,990 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.89000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,542,915 | OtherCostOrOtherBasisAmt |
| Book Value | $6,542,915 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $380,762,083 | OtherCostOrOtherBasisAmt |
| Depreciation | $218,976,738 | DepreciationAmt |
| Book Value | $161,785,345 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,209,482 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,405,074 | DepreciationAmt |
| Book Value | $6,804,408 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,816,919 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,919,045 | DepreciationAmt |
| Book Value | $897,874 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $176,030,542 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| US AND NON-US EQUITIES | $46,168,125 | F |
| FIXED INCOME | $9,268,841 | F |
| PRIVATE EQUITY FUNDS | $21,544,117 | F |
| HEDGED MULT-STRAT. FUNDS | $10,947,372 | F |
| REAL ASSETS | $2,110,323 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $90,038,778 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED POST RETIREMENT BENEFIT | $6,737,589 |
| FED GOVT STUDENT LOAN ADVANCES | $1,984,996 |
| ASSET RETIREMENT OBLIGATIONS | $2,521,345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,243,930 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $181,719,876 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $14,609,186 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,538,857 | OtherRevenueAmt |
| Revenue Not Reported | $16,148,043 | RevenueNotReportedAmt |
| Revenue Subtotal | $165,571,833 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $692,853 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $103,081,319 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $103,774,172 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $269,346,005 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $187,760,696 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $187,760,696 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $692,853 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $103,081,319 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $103,774,172 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $291,534,868 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | IT IS THE UNIVERSITY'S POLICY NOT TO CAPITALIZE LIBRARY AND ARTS COLLECTIONS. PURCHASES OF SUCH COLLECTIONS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE PERIOD IN WHICH ITEMS ARE ACQUIRED. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PROCEEDS FROM THE SALE OF COLLECTION ITEMS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPLICABLE NET ASSET CLASS. |
| PART III, LINE 4: | COLLECTIONS ARE SUPPORTED BY INTERLIBRARY RESOURCE-SHARING SERVICES FOR BOTH BORROWING AND LENDING MATERIALS. THE HARRISON LIBRARIES COLLECTIONS HAVE HOLDINGS OF MORE THAN 535,000 BOOKS, JOURNALS, MUSIC SCORES, MICROFILMS, VIDEOS, AND DVDS. THE MILDRED P. ALLEN MEMORIAL LIBARARY HOLDS A COLLECTION OF MORE THAN 85,000 BOOKS, SCORES AND PERFORMING EDITIONS, AND MORE THAN 400 ONLINE PRINT JOURNAL AND TITLES. THE UNIVERSITY'S ART COLLECTION IS A MAJOR RESOURCE FOR EDUCTION IN THE VISUAL ARTS FOR STUDENTS, FACULTY, STAFF AND PUBLIC AUDIENCES THROUGHOUT THE REGION WITH SIGNIFICANT EXHIBITIONS BY NOTED ARTISTS AND REGULARLY SCHEDULE PUBLIC PROGRAMS. EXHIBITIONS ARE PRESENTED IN THE JOSELOFF AND SILPE GALLERIES, AND THE HARRY JACK GRAY CENTER WITHIN THE HARTFORD ART SCHOOL. ARTWORKS FROM THE UNIVERSITY'S COLLECTIONS ARE DISPERSED THROUGHOUT CAMPUS. |
| PART V, LINE 4: | BOARD DESIGNATED ENDOWMENT FUNDS ARE TO BE USED AS NEEDED TO FUND SCHOLARSHIPS, CAPITAL EXPENDITURES, GENERAL EXPENDITURES, AND PROVIDE PROGRAM SUPPORT. ENDOWED FUNDS WITH DONOR RESTRICTIONS ARE TO BE RETAINED ACCORDING TO DONOR STIPULATIONS. |
| PART X, LINE 2: | THE UNIVERSITY IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(A) OF THE CODE AND APPLICABLE STATE LAWS, EXCEPT FOR UNRELATED BUSINESS INCOME. THERE WAS NO PROVISION FOR INCOME TAXES DUE ON UNRELATED BUSINESS INCOME IN FISCAL YEARS 2023 AND 2022, AND THE UNIVERSITY BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ACTUARIAL CHANGE IN POST-RETIREMENT BENEFITS -180,873. CHANGE IN REMEDIATION LIABILITY -119,352. CHANGE IN VALUE OF PERPETUAL TRUST (HASE, INC.) 1,839,082. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 103,081,319. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 103,081,319. |
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 | THE UNIVERSITY'S RACIALLY NON-DISCRIMINATORY POLICY IS PUBLICIZED IN THE UNIVERSITY'S WEBSITE WITHIN THE TITLE IX PORTION OF THE WEBSITE, ACCESSIBLE VIA THE UNIVERSITY'S HOMEPAGE. ADDITIONALLY, THE UNIVERSITY INCLUDES A SUMMARIZED VERSION OF THE POLICY DIRECTLY ON THE UNIVERSITY'S HOMEPAGE. THE POLICY IS ALSO PUBLICIZED IN THE EMPLOYMENT MANUAL AND THE FACULTY POLICY MANUAL. THE POLICY IS ALSO POSTED ON EMPLOYEE AND STUDENT COMMUNICATION CENTERS LOCATED IN THE AUERBACH COMPUTER AND ADMINISTRATION CENTER, HANDEL PERFORMANCE ARTS CENTER, AND THE FACILITIES BUILDING. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY OFFERS NEED-BASED STUDENT FINANCIAL ASSISTANCE TO ELIGIBLE STUDENTS TO HELP DEFRAY THEIR EDUCATIONAL EXPENSES. THE UNIVERSITY CANNOT GUARANTEE EACH APPLICANT THAT HIS OR HER NEED WILL BE MET IN FULL, AS FINANCIAL AID IS CONTINGENT UPON THE TIMELINESS OF THE STUDENT'S APPLICATION, FEDERAL REGULATIONS, AND INSTITUTIONAL POLICIES COVERING FINANCIAL AID AND THE AVAILABILITY OF FUNDS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (14 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $9,922,704 | |
| EUROPE | 0 | 0 | INVESTMENTS | $796,757 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | $131 | EDUCATION/RESEARCH |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | $50,457 | EDUCATION/RESEARCH |
| EUROPE | 0 | 0 | PROGRAM SERVICES | $117,396 | EDUCATION/RESEARCH |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | $1,150 | EDUCATION/RESEARCH |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | $9,688 | EDUCATION/RESEARCH |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | $803 | EDUCATION/RESEARCH |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | GRANTMAKING | $68,248 | INTERNATIONAL SCHOLARSHIPS |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTMAKING | $115,137 | INTERNATIONAL SCHOLARSHIPS |
| EUROPE | 0 | 0 | GRANTMAKING | $289,056 | INTERNATIONAL SCHOLARSHIPS |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANTMAKING | $93,246 | INTERNATIONAL SCHOLARSHIPS |
| NORTH AMERICA | 0 | 0 | GRANTMAKING | $251,608 | INTERNATIONAL SCHOLARSHIPS |
| SOUTH ASIA | 0 | 0 | GRANTMAKING | $3,090 | INTERNATIONAL SCHOLARSHIPS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $10,899,086 | SubtotalSpentAmt |
| Continuation Spent | $820,385 | ContinuationSpentAmt |
| Total Spent | $11,719,471 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| FINANCIAL AID AND SCHOLARSHIP FUNDS | CENTRAL AMERICA AND THE CARIBBEAN | 1 | $108,003 | CHECK |
| FINANCIAL AID AND SCHOLARSHIP FUNDS | EAST ASIA AND THE PACIFIC | 6 | $496,879 | CHECK |
| FINANCIAL AID AND SCHOLARSHIP FUNDS | EUROPE INCLUDING ICELAND AND GREENLAND | 6 | $455,073 | CHECK |
| FINANCIAL AID AND SCHOLARSHIP FUNDS | MIDDLE EAST AND NORTH AFRICA | 2 | $154,502 | CHECK |
| FINANCIAL AID AND SCHOLARSHIP FUNDS | NORTH AMERICA | 5 | $224,898 | CHECK |
| FINANCIAL AID AND SCHOLARSHIP FUNDS | SOUTH ASIA | 1 | $307,271 | CHECK |
| FINANCIAL AID AND SCHOLARSHIP FUNDS | SOUTH AMERICA | 6 | $89,952 | CHECK |
| FINANCIAL AID AND SCHOLARSHIP FUNDS | SUB-SAHARAN AFRICA | 1 | $2,000 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE UNIVERSITY HAS SIGNED AGREEMENTS WITH COOPERATING INSTITUTIONS TO ENSURE THAT GRANT PAYMENTS RECEIVED FROM THE UNIVERSITY WILL BE PROPERLY CREDITED TO THE STUDENT ACCOUNTS AT THE FOREIGN UNIVERSITIES. |
| PART I, LINE 3: | THE AMOUNTS REPORTED IN COLUMN (F), TOTAL EXPENDITURES FOR EDUCATION AND RESEARCH, PRESENT OTHER FOREIGN ACTIVITY EXPENSES SEPARATELY IDENTIFIABLE BY REGION AND ACTIVITY IN THE UNIVERSITY'S ACCOUNTING SYSTEM. |
| PART III ACCOUNTING METHOD: | |
| PART II, LINE 1: | INVESTMENTS ARE ACCOUNTED FOR AT FAIR MARKET VALUE. PROGRAM SERVICES AND GRANTMAKING ARE ACCOUNTED FOR USING THE ACCRUAL METHOD OF ACCOUNTING. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID SCHOLARSHIP FUNDS | GrantTypeTxt |
| Recipient | 3923 | RecipientCnt |
| Cash Grant | $101,055,649 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY OFFERS NEED-BASED AND MERIT-BASED FINANCIAL AWARDS. NEED-BASED AWARDS ARE BASED ON THE FAFSA SUBMITTED BY THE STUDENT, AND AWARDED ACCORDING TO THEIR FINANCIAL NEED. MERIT-BASED AWARDS ARE BASED ON A VARIETY OF DIFFERENT FACTORS. UNIVERSITY AWARDS ARE CREDITED TO STUDENT ACCOUNTS. THE UNIVERSITY AWARDS INSTITUTIONAL FUNDS TO STUDENTS ACCORDING TO UNIVERSITY POLICIES. FUNDS ARE MANAGED BY THE OFFICE OF STUDENT FINANCIAL AID AND THE BURSAR'S OFFICE TO COMPLY WITH ALL APPLICABLE COMPLIANCE REGULATIONS. SCHOLARSHIPS AND GRANTS ARE AWARDED IN AN OBJECTIVE AND NONDISCRIMINATORY MANNER. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GREGORY WOODWARD | ||||||||||||||
| PRESIDENT | $513,543 | $0 | $0 | $0 | $50,334 | $0 | $27,300 | $0 | $104,653 | $0 | $695,830 | $0 | $45,000 | $0 |
| MARK BOXER | ||||||||||||||
| COO (UNTIL 04/2023) | $437,327 | $0 | $0 | $0 | $2,772 | $0 | $21,150 | $0 | $33,591 | $0 | $494,840 | $0 | $0 | $0 |
| JOHN GALLAGHER | ||||||||||||||
| MEN'S BASKETBALL COACH | $297,441 | $0 | $0 | $0 | $551 | $0 | $19,966 | $0 | $33,786 | $0 | $351,744 | $0 | $0 | $0 |
| SHARON BEVERLY | ||||||||||||||
| VP ATHLETICS & RECREATION | $302,273 | $0 | $0 | $0 | $5,334 | $0 | $22,800 | $0 | $0 | $0 | $330,407 | $0 | $0 | $0 |
| STEPHEN M MULREADY | ||||||||||||||
| DEAN BARNEY | $307,287 | $0 | $0 | $0 | $6,361 | $0 | $0 | $0 | $0 | $0 | $313,648 | $0 | $0 | $0 |
| KATHRYN PENDERGAST | ||||||||||||||
| VP DEVELOPMENT | $273,700 | $0 | $0 | $0 | $630 | $0 | $25,178 | $0 | $12,048 | $0 | $311,556 | $0 | $0 | $0 |
| LAURA WHITNEY | ||||||||||||||
| CFO (UNTIL 07/2022) | $146,568 | $0 | $0 | $0 | $135,978 | $0 | $13,364 | $0 | $9,006 | $0 | $304,916 | $0 | $0 | $0 |
| MOLLY POLK | ||||||||||||||
| VP MARKETING & COMM | $270,167 | $0 | $0 | $0 | $420 | $0 | $24,482 | $0 | $2,479 | $0 | $297,548 | $0 | $0 | $0 |
| AARON ISAACS | ||||||||||||||
| DEAN OF STUDENTS | $258,185 | $0 | $0 | $0 | $378 | $0 | $23,400 | $0 | $2,436 | $0 | $284,399 | $0 | $0 | $0 |
| KATHERINE BLACK | ||||||||||||||
| DEAN A&S | $229,462 | $0 | $0 | $0 | $943 | $0 | $19,101 | $0 | $33,002 | $0 | $282,508 | $0 | $0 | $0 |
| DATE MERRILL | ||||||||||||||
| DEAN HARTT SCHOOL | $233,857 | $0 | $0 | $0 | $5,334 | $0 | $21,309 | $0 | $14,441 | $0 | $274,941 | $0 | $0 | $0 |
| RAYMOND MCGIVNEY | ||||||||||||||
| AVP, GRADUATE & PROFESSIONAL STUDIES | $217,172 | $0 | $0 | $0 | $957 | $0 | $20,392 | $0 | $33,245 | $0 | $271,766 | $0 | $0 | $0 |
| HISHAM ALNAJJAR | ||||||||||||||
| DEAN CETA | $243,269 | $0 | $0 | $0 | $5,334 | $0 | $22,669 | $0 | $0 | $0 | $271,272 | $0 | $0 | $0 |
| CESARINA THOMPSON | ||||||||||||||
| DEAN ENHP | $231,725 | $0 | $0 | $0 | $2,772 | $0 | $20,855 | $0 | $621 | $0 | $255,973 | $0 | $0 | $0 |
| DAVID GOLDENBERG | ||||||||||||||
| DEAN HILLYER | $185,607 | $0 | $0 | $0 | $5,070 | $0 | $17,228 | $0 | $33,368 | $0 | $241,273 | $0 | $0 | $0 |
| NANCY STUART | ||||||||||||||
| DEAN ART SCHOOL | $186,188 | $0 | $0 | $0 | $5,131 | $0 | $17,403 | $0 | $29,063 | $0 | $237,785 | $0 | $0 | $0 |
| CARMEN COTEI | ||||||||||||||
| PROFESSOR | $200,026 | $0 | $0 | $0 | $638 | $0 | $14,807 | $0 | $4,464 | $0 | $219,935 | $0 | $0 | $0 |
| CHRISTOPHER DUPUIS | ||||||||||||||
| AVP CAPITAL PLANNING & MANAGEMENT | $176,053 | $0 | $0 | $0 | $526 | $0 | $15,415 | $0 | $27,193 | $0 | $219,187 | $0 | $0 | $0 |
| SEBASTIAN SORRENTINO | ||||||||||||||
| VP OF OPERATIONS | $169,473 | $0 | $0 | $0 | $2,236 | $0 | $14,961 | $0 | $14,590 | $0 | $201,260 | $0 | $0 | $0 |
| H FREDERICK SWEITZER | ||||||||||||||
| PROVOST | $162,041 | $0 | $0 | $0 | $2,942 | $0 | $15,452 | $0 | $20,549 | $0 | $200,984 | $0 | $0 | $0 |
| JEROME KATRICHIS | ||||||||||||||
| FACULTY REGENT | $130,722 | $0 | $0 | $0 | $2,713 | $0 | $12,122 | $0 | $16,320 | $0 | $161,877 | $0 | $0 | $0 |
| NATALIE POLITIKOS | ||||||||||||||
| FACULTY REGENT | $119,639 | $0 | $0 | $0 | $336 | $0 | $7,979 | $0 | $29,938 | $0 | $157,892 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | AS A CONDITION OF EMPLOYMENT, UNIVERSITY-OWNED HOUSING IS PROVIDED TO THE PRESIDENT FOR THE CONVENIENCE OF THE UNIVERSITY. THIS BENEFIT WAS NOT CONSIDERED TAXABLE, AND THE VALUE OF THE HOUSING BENEFIT OF $86,616 IS INCLUDED IN SCHEDULE J, PART II, COLUMN (D). THE VICE PRESIDENT OF ATHLETICS RECEIVES A DRIVER SERVICE OF $5,850 AS PART OF HER CONTRACT. THE PRESIDENT AND VICE PRESIDENT OF ATHLETICS RECEIVED HEALTH AND SOCIAL CLUB DUES IN THE FORM OF GOLF COURSE MEMBERSHIPS. THE GOLF COURSE MEMBERSHIPS ARE TREATED AS TAXABLE INCOME. |
| PART I, LINE 1B | THE PRESIDENT'S BENEFITS DESCRIBED IN LINE 1A ARE GOVERNED BY THE TERMS OF THE PRESIDENT'S EMPLOYMENT CONTRACT, WHICH WAS APPROVED BY THE COMPENSATION COMMITTEE OF THE UNIVERSITY'S GOVERNING BOARD. |
| PART I, LINES 4A-B | THE PRESIDENT ENTERED INTO AN EMPLOYMENT CONTRACT WITH A TERM OF JULY 1, 2017 THROUGH JUNE 30, 2020, WHICH INCLUDES A PROVISION FOR DEFERRED COMPENSATION IN THE AMOUNT OF $45,000 FOR EACH CONTRACT YEAR BEGINNING WITH THE CONTRACT YEAR ENDING JUNE 30, 2018, CONTINGENT UPON SATISFACTORY OVERALL PERFORMANCE EACH CONTRACT YEAR AND SATISFACTORY COMPLETION OF HIS CONTRACT TERM, WITH ANY SUCH DEFERRED COMPENSATION ACCRUED ANNUALLY AND PAYABLE WITHIN 30 DAYS OF THE END OF THE PRECEDING CONTRACT YEAR. THE CONTRACT HAS BEEN EXTENDED FOR THREE YEARS. PAYMENTS OF THE CALENDAR YEAR 2022 ARE INCLUDED IN SCHEDULE J, PART II, COLUMNS (B)(III) AND (F). LAURA WHITNEY SEPARATED FROM SERVICE IN JULY 2022 AND WAS PAID $135,000 SEPARATION PAYMENTS PER AGREEMENT WITH THE UNIVERSITY. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| ST OF CT HEALTH & FACILITIES AUTH SERIES N | ||||||||
| A | 060806186 | 20775DDY5 | 2019-12-05 | $144,693,712 | TO FUND CONSTRUCTION OF THE NEW ACADEMIC BUILDING. | 0 | 0 | 0 |
| ST OF CT HEALTH & FACILITIES AUTH SERIES P | ||||||||
| B | 060806186 | 20775DTX0 | 2022-07-01 | $25,743,525 | TO FUND CONSTRUCTION OF UNIVERSITY FACILITIES | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,960,000 | $144,693,712 | $1,604,774 | $49,187,377 | $93,077,757 | $823,804 | 2023 | Yes (1) | 0 | 0 | Yes (1) |
| B | $25,743,525 | $510,000 | $19,111,060 | $6,122,645 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I, LINE A, COLUMN F | PURPOSE OF SERIES N BONDS: PROCEEDS USED TO REFUND PRIOR ISSUES, SERIES H, JULY 1, 2012; SERIES I, JULY 1, 2012; SERIES J, SEPTEMBER 1, 2015; SERIES K, JULY 24, 2015; SERIES L, SEPTEMBER 1, 2015; SERIES M, SEPTEMBER 1, 2015. PROCEEDS USED TO FUND CONSTRUCTION OF THE NEW ACADEMIC BUILDING TO BE USED FOR THE SCHOOLS OF ENHP AND CETA, AND RENOVATIONS TO DANA AND UTC HALLS. |
| SCHEDULE K, PART III, LINE 3A | MANAGEMENT AND SERVICE CONTRACTS MANAGEMENT AND SERVICE CONTRACTS IN UNIVERSITY BOND FINANCED SPACE, AS APPLICABLE, FALL UNDER THE SAFE HARBOR PROVIDED BY REVENUE PROCEDURES 2016-44 AND WILL NOT RESULT IN PRIVATE BUSINESS USE. |
| SCHEDULE K, PART VI, LINE 2 | ON DECEMBER 5, 2019, THE UNIVERSITY REFINANCED ALL EXISTING BONDS AND ISSUED CHEFA SERIES N FOR $132 MILLION, AT A $12.7 MILLION PREMIUM. IN ADDITION TO RETIRING ALL EXISTING BONDS, THESE FUNDS ARE RESTRICTED FOR THE USE OF CONSTRUCTING A NEW ACADEMIC BUILDING ON CAMPUS. THE UNIVERSITY CONSIDERS THE USE OF THESE FUNDS TO MEET THE 2-YEAR EXCEPTION CONCERNING THE REBATE REQUIREMENT AS PROCEEDS OF THE ISSUANCE ARE BEING SPENT IN ACCORDANCE WITH A 2-YEAR EXPENDITURE SCHEDULE MEASURED FROM THE DATE OF ISSUANCE. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| JAMES FULLER | |||
| KEY EMPLOYEE SPOUSE | $104,625 | EMPLOYMENT | 0 |
| RYAN POLK | |||
| OFFICER SPOUSE | $69,968 | EMPLOYMENT | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $327,070 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | PIANO | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR RECEIPTS | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | IN COLUMN B, THE UNIVERSITY IS REPORTING THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE OF THE BOARD IS AUTHORIZED TO EXERCISE POWERS OF THE BOARD WHEN THE BOARD IS NOT IN SESSION EXCEPT THOSE POWERS EXPLICITLY EXCLUDED IN THE BOARD'S BY-LAWS AND THOSE POWERS WHICH ARE NOT DELEGABLE UNDER STATE LAW. THERE ARE NO MATERIAL DIFFERENCES IN VOTING RIGHTS AMONG MEMBERS OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY INDEPENDENT TAX CONSULTANTS WITH INFORMATION PROVIDED BY MANAGEMENT. SENIOR MANAGEMENT REVIEWED AND PRESENTED THE FORM 990 TO THE AUDIT COMMITTEE, FOR REVIEW PRIOR TO THE FILING DATE. THE FINAL FORM 990 WAS PROVIDED TO THE BOARD MEMBERS BEFORE THE FILING DATE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE UNIVERSITY HAS BOARD-APPROVED CONFLICT OF INTEREST POLICIES COVERING ALL BOARD MEMBERS, OFFICERS, AND EMPLOYEES. THE BOARD POLICY IS DISTRIBUTED ANNUALLY TO ALL BOARD MEMBERS. THE POLICY FOR EMPLOYEES AND OFFICERS IS DISTRIBUTED ANNUALLY AND/OR AVAILABLE ON THE UNIVERSITY WEBSITE. ALL OFFICERS, BOARD MEMBERS, AND KEY EMPLOYEES ARE ASKED TO REPORT ANNUALLY ON WHETHER OR NOT THEY HAVE ANY POTENTIAL CONFLICTS. EACH REPORTED CONFLICT AND POTENTIAL CONFLICT IS REVIEWED AND THE RELEVANT POLICY APPLIED. ANY PERSON DETERMINED TO HAVE A CONFLICT IS REMOVED FROM ANY AFFECTED DECISION-MAKING PROCESS. THE OFFICE OF HUMAN RESOURCE DEVELOPMENT IS CHARGED WITH REVIEWING AND RECOMMENDING ACTION ON CONFLICT OF INTEREST ISSUES INVOLVING EMPLOYEES. VIOLATION OF UNIVERSITY POLICIES, INCLUDING THE CONFLICT OF INTEREST POLICY, IS SUBJECT TO DISCIPLINARY ACTION UP TO AND INCLUDING TERMINATION. POTENTIAL CONFLICTS INVOLVING BOARD MEMBERS ARE REVIEWED AND RESOLVED BY THE BOARD CHAIR OR PRESIDENT AS APPROPRIATE. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE FOLLOWING OFFICERS IS REVIEWED AND SET BY THE COMPENSATION COMMITTEE OF THE BOARD: PRESIDENT, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER, PROVOST, VICE PRESIDENT FOR FINANCE, VICE PRESIDENT FOR DEVELOPMENT AND ALUMNI AFFAIRS, VICE PRESIDENT FOR STUDENT AFFAIRS, VICE PRESIDENT FOR MARKETING AND ENROLLMENT, AND THE VICE PRESIDENT, GENERAL COUNSEL AND SECRETARY. THE COMPENSATION COMMITTEE CONSIDERS COMPENSATION COMPARABILITY STUDIES AS WELL AS THE PERFORMANCE OF EACH INDIVIDUAL. THE DELIBERATION AND DECISION REGARDING THE COMPENSATION IS CONTEMPORANEOUSLY DOCUMENTED IN BOARD MINUTES. COMPENSATION OF COLLEGE DEANS, WHICH INCLUDES ALL KEY EMPLOYEES FOR PURPOSES OF FORM 990, IS REVIEWED AND SET ANNUALLY BY THE PROVOST. AS WITH COMPENSATION WITH OFFICERS, CONSIDERATIONS INCLUDE COMPENSATION COMPARABILITY STUDIES AS WELL AS THE PERFORMANCE OF EACH INDIVIDUAL. THE COMMITTEE APPROVES COMPENSATION CHANGES AS PART OF THE ANNUAL BUDGET PROCESS OR AS NEEDED. THE COMMITTEE LAST MET IN SUMMER OF 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS OF THE UNIVERSITY ARE AVAILABLE UPON REQUEST, AND INCLUDED ON GUIDESTAR. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ONLINE AS PART OF THE UNIVERSITY'S EMPLOYMENT MANUAL AND IS ALSO AVAILABLE UPON REQUEST. REGARDING GOVERNANCE DOCUMENTS, THE ACT OF AUTHORIZING THE ESTABLISHMENT OF THE UNIVERSITY OF HARTFORD, 1957 CONNECTICUT SPECIAL ACT NO. 3, IS AVAILABLE TO THE PUBLIC AS A PUBLIC DOCUMENT. THE UNIVERSITY MAKES IT CORPORATE BYLAWS AVAILABLE FOR INSPECTION UPON REQUEST. |
| FORM 990, PART VII, SECTION A | REGENTS ARE NOT COMPENSATED FOR THEIR SERVICES. FACULTY REGENTS ARE COMPENSATED AS EMPLOYEES OF THE UNIVERSITY OF HARTFORD, NOT FOR SERVICES AS REGENTS. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF PERPETUAL TRUST (HASE, INC.) 1,839,082. ACTUARIAL CHANGE IN POST-RETIREMENT BENEFITS -180,873. CHANGE IN REMEDIATION LIABILITY -119,352. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE WOMEN'S ADVANCEMENT INITIATIVE | |||||||||||
| 200 BLOOMFIELD AVENUE | WEST HARTFORD | CT | 06117 | 272560346 | EDUCATION | CT | 501(C)(3) | PF | UNIVERSITY OF HARTFORD | 0 | |
| HARTFORD ART SCHOOL ENDOWMENT INC | |||||||||||
| 200 BLOOMFIELD AVENUE | WEST HARTFORD | CT | 06117 | 061256949 | EDUCATION | CT | 501(C)(3) | LINE 12C, III-FI | 0 | N/A | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST(10) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PART II | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY OF HARTFORD IS THE SOLE MEMBER OF THE WOMEN'S ADVANCEMENT INITIATIVE (WAI); HOWEVER, THE WAI BOARD OF DIRECTORS IS LEGALLY INDEPENDENT FROM THE UNIVERSITY, AND IS COMPOSED OF COMMUNITY LEADERS, HARTFORD COLLEGE FOR WOMEN (HCW) ALUMNAE, AND PROFESSIONALS. | ExplanationTxt |
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