2021-02-15T12:23:06-06:00 2020-06-30 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress Street Portland ME 04102 990 2019-07-01 020222120 Colby-Sawyer College COLB 6035263000 541 Main Street New London NH 03257 Karen Bonewald VP Finance/Administration 6035263000 2021-01-30 1 Barbara J McGuan CPA P00219457 2077752387 2021-01-30 2019 2022-09-23 18:48:47Z Susan D Stuebner EdD 541 Main Street New London NH 03257 142743975 0 X www.colby-sawyer.edu X 1837 NH Institute of Higher Learning 25 25 851 60 385100 -174338 10824851 10693679 46140485 45487673 1460738 4317765 0 0 58426074 60499117 23412931 24553936 0 0 14661318 16714666 38942 37506 875645 16338045 14194877 54451236 55500985 3974838 4998132 102893055 106205633 40332579 40854933 62560476 65350700 X Colby-Sawyer College is a private, independent, residential, college offering undergraduate and graduate educational programs based in the liberal arts and sciences and designed to prepare students for their professions and lives of ongoing learning. Faculty, staff and students strive for excellence in the College's engaged teaching and learning community to foster students' academic, intellectual, and personal growth. The College prepares students to thrive in, and make a positive impact upon, a dynamic, diverse, and interdependent world. Colby-Sawyer College was founded as an academy in 1837 and has been integrated in higher education since 1928. 0 0 39555936 24553936 34708651 Institution provided a liberal arts, four-year private education with an emphasis on health sciences for undergraduates as well as degrees for professional learners and supported those efforts with academic support services (library, tutoring, career development) and financial assistance through gifts, grants, endowment income and college resources which assisted students in financing the cost of their attendance. 6802824 10779022 Auxiliary services provided food service and facilities to students as part of a residential institution; student services provided additional support for athletics, health and counseling, student activities, and student government. 46358760 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 128 0 1 851 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NH X Karen Bonewald 6035263000 541 Main Street New London NH 03257 Lisa Hogarty Chair 2.00 X X 0 0 0 Anthony H Librot Vice Chair 2.00 X X 0 0 0 Steve Birge Trustee 2.00 X 0 0 0 Collin D Bray Trustee 2.00 X 0 0 0 Pamela S Bright Trustee 2.00 X 0 0 0 Cailin C Bullett Trustee 2.00 X 0 0 0 Wendy Carey Trustee 2.00 X 0 0 0 Nicholas A Ciarlante Trustee 2.00 X 0 0 0 Aimee M Claiborne Trustee 2.00 X 0 0 0 Deborah L Coffin Trustee 2.00 X 0 0 0 Thomas C Csatari Trustee 2.00 X 0 0 0 Matthew L Godbout Trustee 2.00 X 0 0 0 Ann C Harris Trustee 2.00 X 0 0 0 William T Hopwood Trustee 2.00 X 0 0 0 Thomas W Hoyt Trustee 2.00 X 0 0 0 Bruce King Trustee 2.00 X 0 0 0 Gretchen R Massey Trustee 2.00 X 0 0 0 Beth Meurlin Trustee 2.00 X 0 0 0 William H Mitchell Trustee 2.00 X 0 0 0 Margaret V Mulley Trustee 2.00 X 0 0 0 JoAnn Overfield Trustee 2.00 X 0 0 0 Dave Payne Trustee 2.00 X 0 0 0 Susan Pomerantz Trustee 2.00 X 0 0 0 Peter Volanakis Trustee 2.00 X 0 0 0 Barbara-Jan Wilson Trustee 2.00 X 0 0 0 Sally S Veitch Past Trustee 2.00 X 0 0 0 Susan Stuebner President 40.00 X 278410 0 41387 Karen Bonewald VP Finance/ Treasurer 40.00 X 149383 0 7968 Dan Parish VP Advancement 40.00 X 162031 0 6621 Laura Sykes VP Academics 40.00 X 134535 0 18960 Anna Miner VP Enrollment 40.00 X 110735 0 26166 Robin Davis VP Student Development 40.00 X 111861 0 26166 Elizabeth Crockford Project Manager 40.00 X 112517 0 12089 1059472 0 139357 10 0 1 0 Eat'N Park Hospitality Group PO Box 644091 Pittsburgh PA 152644091 Food & Maintenance 2614132 EAB Global Inc PO Box 603519 Charlotte NC 282603519 Consulting 553999 Ernst & Young US LLP PO Box 640382 Pittsburgh PA 152640382 Consulting 400000 John K's Painting Co LLC 55 Nelson Street Manchester NH 03103 Painting 257293 Danaher Floor Restoration Inc PO Box 96 North Clarendon VT 05759 Building Maintenance 145735 7 1054615 9639064 256936 10693679 Tuition and Fees 611710 34121612 34121612 Auxiliary Enterprises 713940 10779022 10393922 385100 Other Student Revenue 611710 587039 587039 45487673 877214 877214 85685409 82244858 3440551 3440551 3440551 60499117 45102573 385100 4317765 24553936 24553936 477148 477148 12892569 9738644 2563855 590070 419693 323253 87703 8737 2066189 1717490 306731 41968 859067 625607 216279 17181 59859 59859 88791 88791 37506 37506 78263 78263 3536588 2857185 649526 29877 61067 57523 3544 479761 412159 67602 150697 150697 2235575 572634 1662941 186206 150078 10576 25552 1225753 989632 236121 2195938 1940050 255888 719545 26750 692795 Miscellaneous 1310141 936100 325692 48349 Other Student Services 833488 452652 372033 8803 Food 702834 702834 Sports 330371 302233 28138 55500985 46358760 8266580 875645 X 186953 98324 3616154 4213055 1394016 2061808 154711 3575784 358537 289893 672895 450972 97196699 43876706 53916454 53319993 39075712 39142887 3517623 3052917 102893055 106205633 2167892 1915767 2158312 2380271 23736635 23195398 4462442 4306664 5831121 4643071 1976177 4413762 40332579 40854933 X 21452828 23751058 41107648 41599642 62560476 65350700 102893055 106205633 X 4998132 -2377669 169761 X 0 1 X 1 1 1 X 5293539 7182863 3498574 10824851 10693679 37493506 5293539 7182863 3498574 10824851 10693679 37493506 8547038 28946468 1097074 1071748 1031140 1503161 877214 5580337 43073843 251583447 0.67200 0.65810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 0 Part II-B, Line 1: Colby-Sawyer College belongs to member organizations which may engage in lobbying activities. An unknown amount of such dues paid may pertain to lobbying activities. 42400 84450 X 0 39447403 883215 1999603 2509868 39820353 37513273 3348823 2494370 3909063 39447403 36578890 1523792 2412190 3001599 37513273 34954882 2034448 4502436 4912876 36578890 38417755 846898 -1368307 2941464 34954882 0.14430 0.75340 0.10230 0 0 2144425 2144425 71623199 43876706 27746493 17459029 17459029 5970046 5970046 53319993 U.S. Government Loan Advances 398040 Post-Retirement Benefits Liability 976892 Annuity Obligations 395330 CARES Act Funding 2643500 4413762 33659010 -2377669 182811 -2194858 35853868 78263 24566986 24645249 60499117 30868786 0 30868786 78263 24553936 24632199 55500985 Part V, Line 4: The College's endowment consists of approximately 200 individual funds established for a variety of purposes. Its endowment includes both donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments. As required by U.S. GAAP, net assets associated with endowment funds, including funds designated by the Board of Trustees to function as endowments, are classified and reported based on the existence or absence of donor-imposed restrictions. Part XI, Line 2d - Other Adjustments: Change in Value of Life Income Funds 182,811. Part XI, Line 4b - Other Adjustments: Scholarships and Other Expenses 24,553,936. Adjustment of Present Value Liability 13,050. Part XII, Line 4b - Other Adjustments: Scholarships 24,553,936. Schedule D, Part VI: Accumulated depreciation is consolidated into one account. Therefore, the Organizations maintains no categorical breakdown of accumulated depreciation. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 The nondiscrimination policy is published in the college catalogue, student handbook, and all recruiting documents. Schedule E, Part I, Line 6 Colby-Sawyer College receives loans and other government grant money. X X X 1 Ruffalo Noel Levitz 1025 Kirkwood Parkway SW Cedar Rapids IA 52402 Solicitation and Consulting for Fundraising 0 0 24327 -24327 Pentera 8650 Commerce Park Place Suite G Indianapolis IN 46268 Solicitation and Consulting for Fundraising 0 0 13179 -13179 37506 -37506 NH AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC TN TX UT VT VA WA WV WI WY 1 Federal SEOG Grant 184 182000 FMV Financial Aid disbursed directly to student account Consortium Grants 14 577176 FMV Financial Aid disbursed directly to student account CSC Grant 331 1654820 FMV Financial Aid disbursed directly to student account CSC Housing Grant 26 114379 FMV Financial Aid disbursed directly to student account CSC Scholarships 779 19870299 FMV Financial Aid disbursed directly to student account Endowed Scholarships 271 1439555 FMV Financial Aid disbursed directly to student account Restricted Scholarships 114 715707 FMV Financial Aid disbursed directly to student account Part I, Line 2: All assistance is in the form of grants and scholarships. These funds are applied directly to the student's account. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Susan Stuebner President 278410 0 0 0 0 0 11110 0 30277 0 319797 0 0 0 Karen Bonewald VP Finance/ Treasurer 149383 0 0 0 0 0 6026 0 1942 0 157351 0 0 0 Dan Parish VP Advancement 162031 0 0 0 0 0 6460 0 161 0 168652 0 0 0 Laura Sykes VP Academics 134535 0 0 0 0 0 5550 0 13410 0 153495 0 0 0 Part I, Line 1a The College provides a housing allowance for the President of the Organization, as it is required that he/she lives on campus as a part of his/her employment. Additionally, the College provides gross-up payments for moving expenses to cover the FICA and Medicare taxes for relocating employees. A New Hampshire Health and Education Facilities Authority 020279866 2012-06-13 27000000 Refinancing of Previous Bonds & Capital Improvements 0 0 0 A 3484760 27000000 371899 26628101 2012 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 1 0 0 0 0 0 0 A 0 X 3 42400 Appraisal X 3 190647 Stock Exchange X 5,250 custom CSC masks 1 14175 Receipt of purchase X Underwrite catering for development event 8/9/19 1 7013 Receipt of purchase X DiSC management online profiles for SLT 1 1133 Receipt of purchase X Ski swap proceeds 2019 1 574 Receipt of purchase X Assorted candy for the President's Office 1 538 Receipt of purchase X Tee shirts for the cross country team 1 189 Receipt of purchase X Pro Webcam for President's Office 1 93 Receipt of purchase X Stickers for CSC employees 1 93 Receipt of purchase X 2019 Tennis Sponsor 1 26 Receipt of purchase X Tucker's GC for senior raffle 1 25 Receipt of purchase X GC for Library open house raffle 1 8 Receipt of purchase X Misc. games for Hogan Camp 2020 1 2 Receipt of purchase X Works of art to the permanent collection to be hung in the dining hall 1 2 Receipt of purchase X 16 new animation dvds, 1 book for Susan Colgate Cleveland Library 1 1 Receipt of purchase X 3 book cases, a set of cubbies for Mercer Hall 1 1 Receipt of purchase X 5 DVDs for library 1 1 Receipt of purchase X 5 original paintings from past faculty, William Holst 1 1 Receipt of purchase X 90 stretched canvases 1 1 Receipt of purchase X A LiveU Solo for Athletic Dept. 1 1 Receipt of purchase X Blue Yeti microphone for student use in audio design courses 1 1 Receipt of purchase X Books & $100 AmazonGC for LGBTQ+ Resource Center 1 1 Receipt of purchase X Books for the LGBTQ+ Resource Center 1 1 Receipt of purchase X Cookie donation for Library open house raffle 2019 1 1 Receipt of purchase X Cybex Isokinetic table machine for AT program 1 1 Receipt of purchase X Electric Shimpo potters' wheel 1 1 Receipt of purchase X Epson printer and other misc. items 1 1 Receipt of purchase X Lab supplies, equipment & text books 1 1 Receipt of purchase X Misc. ceramic supplies & equipment 1 1 Receipt of purchase X Pretzel bites donation for Library open house raffle 2019 1 1 Receipt of purchase X Several toys and games for use at the Hogan Summer Camp 1 1 Receipt of purchase X Use of facilities for RA training 1 1 Receipt of purchase 0 0 0 Form 990, Part VI, Section B, line 11b The audit committee reviewed a copy of the full Form 990, however only a redacted version without Schedule B was provided to the full Board prior to filing. Form 990, Part VI, Section B, line 12c All trustees submit a conflict of interest questionnaire annually. The questionnaires are reviewed by the secretary of the College and the College treasurer. Any conflicts would be referred to the audit committee, a permanent standing committee of the board of trustees, for review and any necessary action would be taken. Form 990, Part VI, Section B, line 15 Compensation at Colby-Sawyer is under the review of Finance and Investment, a permanent standing committee of the board of trustees. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interest policy and financial statements available to the public through the Organization's website, upon request and through the employee handbook. Form 990, Part X, Line 10: Land, Buildings, and Equipment: Section 1.263(a)-3(n) Election: Colby-Sawyer College 541 Main Street, New London, NH 03257 EIN 02-0222120 Colby-Sawyer College is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). Form 990, Part XI, line 9: Change in Value of Life Income Funds 182,811. Adjustment of Present Value Liability -13,050. Joan H Lena Charitable Remainder Trust Heald Financial Consulting 20 Willi Wellesley MA 02481 Charitable Remainder Unitrust MA N/A T 0.50000 0 Robert E Mulholland 2013 Charitable Remainder Unitrust 400 Park Avenue New York NY 10022 Charitable Remainder Unitrust NY Colby-Sawyer College T 478635 1.00000 1 The Richard N Thielen Charitable Remainder Unitrust RINET 101 Federal Street 14th Floor Boston MA 02110 Charitable Remainder Unitrust MA Colby-Sawyer College T 785834 1.00000 1 Patricia A Thornton Charitable Remainder Unitrust US Trust 100 Federal Street Boston MA 02110 Charitable Remainder Unitrust MA Colby-Sawyer College T 4096 1.00000 1 The Mary Scheu Teach Charitable Remainder Annuity Trust Winthrop Financial 111 Genese Stree Buffalo NY 14203 Charitable Remainder Unitrust NY Colby-Sawyer College T 26403 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0