WILLIAM JAMES COLLEGE INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM JAMES COLLEGE INC (EIN 04-2620216)
- Tax period
- 2018-06-01 to 2019-05-31
- Filed
- 2020-04-13
- IRS object ID
- 202001049349300805
- Schema version
- 2018v3.1
- 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 I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-13T11:23:58-05:00 | ReturnTs |
| Tax Period End | 2019-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042620216 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM JAMES COLLEGE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 6173276777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WELLS AVENUE NO 400 | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02459 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL BRENT | PersonNm |
| Person Title | TREASURER AND CLERK | PersonTitleTxt |
| Phone | 6173276777 | PhoneNum |
| Signature | 2020-04-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA L BOOTH | PreparerPersonNm |
| PTIN | P01342395 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2020-04-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.172.72.163 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-03 | IPDt |
| IP Tm | 09:10:56 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6EBF32EC077803D5773B28E578504B4367373832 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NICHOLAS COVINO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WELLS AVENUE NO 400 | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02459 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,932,440 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WILLIAMJAMES.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | WILLIAM JAMES COLLEGE STRIVES TO BE A PREEMINENT SCHOOL OF PSYCHOLOGY THAT INTEGRATES RIGOROUS ACADEMIC INSTRUCTION WITH EXTENSIVE FIELD EDUCATION AND CLOSE ATTENTION TO PROFESSIONAL DEVELOPMENT. WE ASSUME AN ONGOING SOCIAL RESPONSIBILITY TO CREATE PROGRAMS TO EDUCATE SPECIALISTS OF MANY DISCIPLINES TO MEET THE EVOLVING MENTAL HEALTH NEEDS OF SOCIETY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 591 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | -$12,073 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$12,073 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,389,042 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,973,231 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,566,561 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $28,790,042 | CYProgramServiceRevenueAmt |
| PY Investment Income | $308,835 | PYInvestmentIncomeAmt |
| CY Investment Income | $379,836 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$139,428 | PYOtherRevenueAmt |
| CY Other Revenue | -$120,554 | CYOtherRevenueAmt |
| PY Total Revenue | $30,125,010 | PYTotalRevenueAmt |
| CY Total Revenue | $32,022,555 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,560,069 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,942,010 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,438,519 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,622,332 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $480,297 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,808,131 | PYOtherExpensesAmt |
| CY Other Expenses | $7,043,278 | CYOtherExpensesAmt |
| PY Total Expenses | $28,806,719 | PYTotalExpensesAmt |
| CY Total Expenses | $30,607,620 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,318,291 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,414,935 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $35,351,551 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,352,330 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,712,517 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,510,620 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,639,034 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,841,710 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WILLIAM JAMES COLLEGE STRIVES TO BE A PREEMINENT COLLEGE OF PSYCHOLOGY THAT INTEGRATES RIGOROUS ACADEMIC INSTRUCTION WITH EXTENSIVE FIELD EDUCATION AND CLOSE ATTENTION TO PROFESSIONAL DEVELOPMENT. WE ASSUME AN ONGOING SOCIAL RESPONSIBILITY TO CREATE PROGRAMS TO EDUCATE SPECIALISTS OF MANY DISCIPLINES TO MEET THE EVOLVING MENTAL HEALTH NEEDS OF SOCIETY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $26,913,687 | ExpenseAmt |
| Grant | $1,942,010 | GrantAmt |
| Revenue | $28,790,042 | RevenueAmt |
| Desc | ADVANCED DEGREE EDUCATIONAL INSTITUTION FOR PSYCHOLOGY (APPROXIMATELY 550 FULL-TIME AND 200 PART-TIME STUDENTS).ACADEMIC PROGRAMS:WILLIAM JAMES COLLEGE OFFERS INNOVATIVE ACADEMIC PROGRAMS THAT TRAIN PRACTITIONERS WHO ARE SENSITIVE TO UNDERSERVED POPULATIONS, AND IS COMMITTED TO MAINTAINING AN ENVIRONMENT WHICH ACKNOWLEDGES AND RESPECTS CULTURAL AND INDIVIDUAL DIFFERENCES. AN INTEGRATIVE CURRICULUM OF CONCURRENT FIELD TRAINING AND ACADEMIC EXPERIENCE IMPARTS KNOWLEDGE AND SKILLS RELEVANT TO HUMAN DIVERSITY. DEGREE PROGRAMS:- DOCTOR OF PSYCHOLOGY - DOCTOR OF PSYCHOLOGY IN SCHOOL PSYCHOLOGY- DOCTOR OF PSYCHOLOGY IN LEADERSHIP PSYCHOLOGY- MASTER OF ARTS IN CLINICAL MENTAL HEALTH COUNSELING- MASTER OF ARTS IN ORGANIZATIONAL PSYCHOLOGY- MASTER OF ARTS IN PROFESSIONAL PSYCHOLOGY- MASTER OF ARTS IN APPLIED BEHAVIOR ANALYSIS- MASTER OF ARTS IN CRIMINAL JUSTICE AND BEHAVIORAL HEALTH- BACHELOR OF SCIENCE IN PSYCHOLOGY AND HUMAN SERVICES- CERTIFICATE OF ADVANCED GRADUATE STUDIES IN SCHOOL PSYCHOLOGY- CERTIFICATE OF RESPECIALIZATION IN CLINCIAL PSYCHOLOGY- GRADUATE CERTIFICATE IN EXECUTIVE COACHING- GRADUATE CERTIFICATE IN SCHOOL CLIMATE AND SOCIAL EMOTIONAL LEARNING- CONTINUING EDUCATION, PREPATORY AND NON-MATRICULATING COURSESTHE COORDINATION OF THE ACADEMIC CLASSROOM EXPERIENCE AND FIELD PLACEMENT IS THE FOUNDATION FOR THE COHESIVE AND COMPREHENSIVE EDUCATIONAL PROGRAM AT WILLIAM JAMES COLLEGE. THE ACADEMIC EMPHASIS ON PROFESSIONAL PRACTICE, OPPORTUNITY TO APPLY CLASSROOM LEARNING IN THE FIELD, AND SEMINARS DESIGNED TO INTEGRATE CLASSROOM AND FIELD PLACEMENT EXPERIENCE ALL CONTRIBUTE TO THIS PURPOSE. FIELD PLACEMENT SITES, SELECTED AND DEVELOPED BY THE FIELD PLACEMENT STAFF, ARE COMPATIBLE WITH THE EDUCATIONAL OBJECTIVES OF THE COLLEGE. EACH STUDENT'S FIELD PLACEMENT COMBINES THEORY AND PRACTICE, AND MAXIMIZES THE STUDENT'S PROFESSIONAL DEVELOPMENT.SOME OF THE MOST EXCITING AND ENRICHING LEARNING OPPORTUNITIES TAKE PLACE IN WILLIAM JAMES COLLEGE'S FIELD PLACEMENT PROGRAM. WITH OVER 350 SITES TO CHOOSE FROM ACROSS THE WILLIAM JAMES COLLEGE TRAINING PROGRAMS, STUDENTS RECEIVE TRAINING IN A BROAD ARRAY OF CONTEXTS IN WHICH PROFESSIONAL PSYCHOLOGISTS PRACTICE. OUR INTEGRATED MODEL INCLUDES AN INTERNSHIP EXPERIENCE IN THE IMMEDIATE OR SURROUNDING AREA THAT IS CONSISTENT WITH THE STUDENT'S TRAINING GOALS AND OBJECTIVES. | Desc |
| Total Program Service Expenses | $26,913,687 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | 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 | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 72 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 591 | 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL BRENT TREASURER AND CLERK | PersonNm |
| Phone | 6175649336 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WELLS AVENUE | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02459 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DONALD SIEGEL | ||||||||
| CHAIR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN CARTER | ||||||||
| VICE CHAIR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER BERENSON | ||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH BONASERA | ||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EUGENE D'ANGELO | ||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHANI DOWD | ||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARCOS ESPINEL | ||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN FISCHMAN | ||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD FREEDMAN | ||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIANNE BUDNIK | ||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHIP DOUGLAS | ||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID LEVITT | ||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS LOCKERBY | ||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SAMUEL MINTZ | ||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ATINA WHITE | ||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GARRETT PARKER | ||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN PITCHER | ||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN ZONA PH D | ||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELINOR SVENSON PSY D | ||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIE KINNEVY | ||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NICHOLAS COVINO | ||||||||
| PRESIDENT | 50.00 | 5.00 | $501,476 | $0 | $138,190 | Yes (X) | ||
| DANIEL BRENT | ||||||||
| TREASURER AND CLERK | 50.00 | 5.00 | $247,856 | $0 | $32,755 | Yes (X) | ||
| EVANGELIA MANOLIS | ||||||||
| ASSISTANT CLERK | 50.00 | 0.00 | $97,322 | $0 | $15,126 | Yes (X) | ||
| DAVID HERZOG | ||||||||
| SPECIAL ASSISTANT TO THE PRESIDENT | 50.00 | 0.00 | $170,255 | $0 | $6,450 | Yes (X) | ||
| STANLEY BERMAN | ||||||||
| VICE PRESIDENT OF ACADEMIC AFFAIRS | 50.00 | 0.00 | $211,209 | $0 | $16,740 | Yes (X) | ||
| ED DE VOS | ||||||||
| ASSOCIATE VP OF RESEARCH | 50.00 | 0.00 | $197,215 | $0 | $34,690 | Yes (X) | ||
| STACEY LAMBERT | ||||||||
| ASSOCIATE VP OF ACADEMIC AFFAIRS | 50.00 | 5.00 | $192,343 | $0 | $32,075 | Yes (X) | ||
| ROBERT WHITTAKER | ||||||||
| VICE PRESIDENT OF INSTITUTIONAL ADVANCEMENT | 50.00 | 0.00 | $185,033 | $0 | $28,644 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,802,709 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $304,670 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 52 | 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 |
|---|---|---|---|---|---|
| SCHNEIDER ASSOCIATES | |||||
| 2 OLIVER STREET SUITE 402 | BOSTON | MA | 02109 | MARKETING | $509,212 |
| CAMPUS MANAGEMENT | |||||
| 4201 CONGRESS AVENUE | BOCA RATON | FL | 33487 | SOFTWARE CONSULTING | $393,056 |
| MORAN TECHNOLOGY CONSULTING | |||||
| PO BOX 809656 | CHICAGO | IL | 60680 | SOFTWARE CONSULTING | $166,241 |
| RUBIN AND RUDMAN LLP | |||||
| 53 STATE STREET | BOSTON | MA | 02109 | LEGAL | $163,765 |
| JANITRONICS | |||||
| 29 SAWYER ROAD | WALTHAM | MA | 02453 | CLEANING | $116,357 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,150,157 | GovernmentGrantsAmt |
| All Other Contributions | $823,074 | AllOtherContributionsAmt |
| Total Contributions | $2,973,231 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $27,086,593 | $27,086,593 |
| FEES FOR SERVICES | 611710 | $1,703,449 | $1,703,449 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $28,790,042 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $283,652 | TotalRevenueColumnAmt |
| Exclusion | $283,652 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $168,202 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $288,756 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$120,554 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$120,554 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$12,073 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$108,481 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,717,313 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,621,129 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $96,184 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $96,184 | TotalRevenueColumnAmt |
| Exclusion | $96,184 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,022,555 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,790,042 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$12,073 | UnrelatedBusinessRevenueAmt |
| Exclusion | $271,355 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,942,010 | TotalAmt |
| Program Services | $1,942,010 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $938,477 | TotalAmt |
| Management And General | $938,477 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,204,356 | TotalAmt |
| Program Services | $16,476,888 | ProgramServicesAmt |
| Management And General | $417,929 | ManagementAndGeneralAmt |
| Fundraising | $309,539 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $448,000 | TotalAmt |
| Program Services | $412,000 | ProgramServicesAmt |
| Management And General | $28,000 | ManagementAndGeneralAmt |
| Fundraising | $8,000 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,854,654 | TotalAmt |
| Program Services | $1,621,763 | ProgramServicesAmt |
| Management And General | $205,693 | ManagementAndGeneralAmt |
| Fundraising | $27,198 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,176,845 | TotalAmt |
| Program Services | $1,088,657 | ProgramServicesAmt |
| Management And General | $69,347 | ManagementAndGeneralAmt |
| Fundraising | $18,841 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,989 | TotalAmt |
| Management And General | $109,989 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,300 | TotalAmt |
| Management And General | $73,300 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,324 | TotalAmt |
| Management And General | $63,324 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,851 | TotalAmt |
| Management And General | $34,851 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $612,852 | TotalAmt |
| Program Services | $516,549 | ProgramServicesAmt |
| Management And General | $70,479 | ManagementAndGeneralAmt |
| Fundraising | $25,824 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $733,690 | TotalAmt |
| Program Services | $733,690 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,006,709 | TotalAmt |
| Program Services | $623,396 | ProgramServicesAmt |
| Management And General | $371,435 | ManagementAndGeneralAmt |
| Fundraising | $11,878 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $914,388 | TotalAmt |
| Program Services | $605,719 | ProgramServicesAmt |
| Management And General | $274,925 | ManagementAndGeneralAmt |
| Fundraising | $33,744 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $652,862 | TotalAmt |
| Program Services | $561,066 | ProgramServicesAmt |
| Management And General | $74,915 | ManagementAndGeneralAmt |
| Fundraising | $16,881 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,278 | TotalAmt |
| Program Services | $228,535 | ProgramServicesAmt |
| Management And General | $332 | ManagementAndGeneralAmt |
| Fundraising | $411 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,493 | TotalAmt |
| Program Services | $222,366 | ProgramServicesAmt |
| Management And General | $56,847 | ManagementAndGeneralAmt |
| Fundraising | $280 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $435,871 | TotalAmt |
| Program Services | $393,379 | ProgramServicesAmt |
| Management And General | $34,678 | ManagementAndGeneralAmt |
| Fundraising | $7,814 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,109,316 | TotalAmt |
| Program Services | $1,001,172 | ProgramServicesAmt |
| Management And General | $88,257 | ManagementAndGeneralAmt |
| Fundraising | $19,887 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,858 | TotalAmt |
| Management And General | $300,858 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIBRARY | Desc |
| Total | $486,497 | TotalAmt |
| Program Services | $486,497 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,607,620 | TotalAmt |
| Program Services | $26,913,687 | ProgramServicesAmt |
| Management And General | $3,213,636 | ManagementAndGeneralAmt |
| Fundraising | $480,297 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,747 | BOYAmt |
| EOY | $2,792,674 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,027,102 | BOYAmt |
| EOY | $7,045,040 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,769 | BOYAmt |
| EOY | $130,993 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,452,757 | BOYAmt |
| EOY | $960,735 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370,644 | BOYAmt |
| EOY | $292,715 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,662,246 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,862,468 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,359,679 | BOYAmt |
| EOY | $20,799,778 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,798,853 | BOYAmt |
| EOY | $4,330,395 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,351,551 | BOYAmt |
| EOY | $36,352,330 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,164,588 | BOYAmt |
| EOY | $2,307,769 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,904,855 | BOYAmt |
| EOY | $3,250,688 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,643,074 | BOYAmt |
| EOY | $15,952,163 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,712,517 | BOYAmt |
| EOY | $21,510,620 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,298,178 | BOYAmt |
| EOY | $13,434,611 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,340,856 | BOYAmt |
| EOY | $1,407,099 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,639,034 | BOYAmt |
| EOY | $14,841,710 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,351,551 | BOYAmt |
| EOY | $36,352,330 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,414,935 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$212,259 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,160,718 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,467,810 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,073,869 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,389,042 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,973,231 | CurrentTaxYearAmt |
| Total | $10,064,670 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,160,718 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,467,810 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,073,869 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,389,042 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,973,231 | CurrentTaxYearAmt |
| Total | $10,064,670 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $76,106 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,988,564 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $78,571 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $159,223 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $249,966 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $314,011 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $428,179 | CurrentTaxYearAmt |
| Total | $1,229,950 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $120,107 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $86,041 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,700 | CurrentTaxYearMinus1YearAmt |
| Total | $245,098 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,539,718 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $131,129,734 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.86560 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84360 | 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 | FUNDRAISING REVENUE - 2014 AMOUNT: $ 120,107. 2015 AMOUNT: $ 86,041. 2016 AMOUNT: $ 20,250. 2017 AMOUNT: $ 18,700. 2018 AMOUNT: $ 0. | 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
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $63,324 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $63,324 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $30,063,999 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $30,127,323 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $57,017 | CurrentYearMinus3Amt |
| Current Year Minus2 | $58,483 | CurrentYearMinus2Amt |
| Current Year Minus1 | $63,107 | CurrentYearMinus1Amt |
| Current Year | $63,324 | CurrentYearAmt |
| Total | $241,931 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-A, LINE 1, LOBBYING EXPENDITURES: | FormAndLineReferenceDesc |
| Explanation | CRAVEN & OBER POLICY STRATEGISTS, LLC IS A PROFESSIONAL REGISTERED LOBBYIST. THE SERVICES RELATE PRIMARILY TO CONSULTATION AND ADVOCACY RELATED TO STATE BUDGETARY MATTERS. CRAVEN & OBER POLICY STRATEGISTS, LLC IS LOCATED AT 6 BEACON STREET, SUITE 600, BOSTON, MASSACHUSETTS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $167,200 | AssetsIncludedAmt |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | IMPROVE LEARNING ENVIRONMENT | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $934,683 | BeginningYearBalanceAmt |
| Contributions | $12,500 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,337 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $41,740 | GrantsOrScholarshipsAmt |
| End Year Balance | $901,106 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $828,881 | BeginningYearBalanceAmt |
| Contributions | $12,500 | ContributionsAmt |
| Investment Earnings Or Losses | $148,840 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $40,038 | GrantsOrScholarshipsAmt |
| Other Expenditures | $15,500 | OtherExpendituresAmt |
| End Year Balance | $934,683 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $740,798 | BeginningYearBalanceAmt |
| Contributions | $28,000 | ContributionsAmt |
| Investment Earnings Or Losses | $100,205 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $40,122 | GrantsOrScholarshipsAmt |
| End Year Balance | $828,881 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $832,647 | BeginningYearBalanceAmt |
| Contributions | $5,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$56,338 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $40,511 | GrantsOrScholarshipsAmt |
| End Year Balance | $740,798 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $833,847 | BeginningYearBalanceAmt |
| Contributions | $5,000 | ContributionsAmt |
| Investment Earnings Or Losses | $31,186 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $37,386 | GrantsOrScholarshipsAmt |
| End Year Balance | $832,647 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | 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 | $4,618,064 | OtherCostOrOtherBasisAmt |
| Book Value | $4,618,064 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,433,766 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,567,272 | DepreciationAmt |
| Book Value | $11,866,494 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,721,773 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,285,067 | DepreciationAmt |
| Book Value | $3,436,706 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,510,858 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,390,961 | DepreciationAmt |
| Book Value | $119,897 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,377,785 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,619,168 | DepreciationAmt |
| Book Value | $758,617 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,799,778 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $30,122,191 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$212,259 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $288,756 | OtherRevenueAmt |
| Revenue Not Reported | $76,497 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,045,694 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $34,851 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,942,010 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,976,861 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $32,022,555 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $28,919,515 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $288,756 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $288,756 | ExpensesNotReportedAmt |
| Expenses Subtotal | $28,630,759 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $34,851 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,942,010 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,976,861 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $30,607,620 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | DONATED ARTWORK PROVIDES A COMFORTABLE ENVIRONMENT FOR LEARNING. THE ARTWORK ALSO PROVIDES A STIMULUS FOR THOUGHT, CONVERSATION AND INTERACTION AMONGST STUDENTS AND FACULTY OF THE COLLEGE. |
| PART V, LINE 4: | THE COLLEGE INTENDS TO USE ITS ENDOWMENT FUNDS TO SUPPORT THE FUTURE MISSION OF THE COLLEGE. |
| PART X, LINE 2: | THE COLLEGE ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE COLLEGE HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AS A TAX POSITION; HOWEVER, THE COLLEGE HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE COLLEGE IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE COLLEGE'S FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 288,756. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 1,942,010. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 288,756. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 1,942,010. |
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 | ADVERTISEMENT IS PLACED IN THE BOSTON GLOBE NEWSPAPER WHICH INCLUDES THE LANGUAGE, "MINORITIES ENCOURAGED TO APPLY". |
| SCHEDULE E, PART I, LINE 6 | FEDERAL DIRECT STUDENT LOAN PROGRAM: $22,135,579 FEDERAL WORK-STUDY PROGRAM: $283,260 FEDERAL PELL GRANT PROGRAM: $23,455 FEDERAL SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS: $14,175 TOTAL: $22,456,469 |
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 ASSISTANCE TO STUDENTS | GrantTypeTxt |
| Recipient | 295 | RecipientCnt |
| Non Cash Assistance | $1,942,010 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | CREDIT TO STUDENT ACCOUNTS | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE COLLEGE PROVIDES ONGOING OVERSIGHT AND MONITORING TO ASSURE THE ACHIEVEMENT OF THE INTENDED PURPOSES AND TIMELY EXPENDITURES OF GRANT FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NICHOLAS COVINO | ||||||||||||||
| PRESIDENT | $497,666 | $0 | $0 | $0 | $3,810 | $0 | $107,500 | $0 | $30,690 | $0 | $639,666 | $0 | $0 | $0 |
| DANIEL BRENT | ||||||||||||||
| TREASURER AND CLERK | $237,586 | $0 | $10,000 | $0 | $270 | $0 | $4,000 | $0 | $28,755 | $0 | $280,611 | $0 | $0 | $0 |
| DAVID HERZOG | ||||||||||||||
| SPECIAL ASSISTANT TO THE PRESIDENT | $165,308 | $0 | $0 | $0 | $4,947 | $0 | $4,000 | $0 | $2,450 | $0 | $176,705 | $0 | $0 | $0 |
| STANLEY BERMAN | ||||||||||||||
| VICE PRESIDENT OF ACADEMIC AFFAIRS | $207,399 | $0 | $0 | $0 | $3,810 | $0 | $4,000 | $0 | $12,740 | $0 | $227,949 | $0 | $0 | $0 |
| ED DE VOS | ||||||||||||||
| ASSOCIATE VP OF RESEARCH | $191,035 | $0 | $0 | $0 | $6,180 | $0 | $4,000 | $0 | $30,690 | $0 | $231,905 | $0 | $0 | $0 |
| STACEY LAMBERT | ||||||||||||||
| ASSOCIATE VP OF ACADEMIC AFFAIRS | $191,894 | $0 | $0 | $0 | $449 | $0 | $4,000 | $0 | $28,075 | $0 | $224,418 | $0 | $0 | $0 |
| ROBERT WHITTAKER | ||||||||||||||
| VICE PRESIDENT OF INSTITUTIONAL ADVA | $184,601 | $0 | $0 | $0 | $432 | $0 | $0 | $0 | $28,644 | $0 | $213,677 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | ONE INDIVIDUAL RECEIVED A NON-FIXED BONUS BASED ON PERFORMANCE. THE BONUS WAS DETERMINED AND APPROVED BY THE PRESIDENT, THE VICE PRESIDENT OF FINANCE AND OPERATIONS, AND THE DIRECTOR OF HUMAN RESOURCES AND PAYROLL. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2016-01-04 | BondIssuedDt |
| Issue Price | $18,400,000 | IssuePriceAmt |
| Purpose | FINANCE CAPITAL IMPROVEMENTS, EQUIPMENT & PURCHASE OPTION OF NEWTON FACILITY | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $18,400,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $172,713 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $15,665,400 | CapitalExpendituresAmt |
| Other Spent Proceeds | $2,561,887 | OtherSpentProceedsAmt |
| Substantial Completion | 2016 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 05/23/2016 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE COMPLETED FORM 990, INCLUDING ALL SCHEDULES AND ATTACHMENTS IS PRESENTED FIRST TO THE ORGANIZATION'S FINANCE COMMITTEE AND THEN TO THE EXECUTIVE COMMITTEE FOR REVIEW. UPON APPROVAL, THE 990 IS PRESENTED TO THE BOARD OF DIRECTORS WITH THE FINANCE AND EXECUTIVE COMMITTEES' RECOMMENDATION FOR APPROVAL. ONCE APPROVED, THE 990 IS SIGNED AND FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS, KEY EMPLOYEES AND TRUSTEES ARE REQUIRED TO COMPLETE A QUESTIONNAIRE ANNUALLY. THE CLERK REVIEWS THE QUESTIONAIRES FOR CONFLICTS. INDIVIDUALS WITH CONFLICTS ARE BARRED FROM VOTING OR PARTICIPATING IN CONFLICTING MATTERS. CONFLICTS ARE DISCLOSED IN THE ANNUAL AUDITED FINANCIAL STATEMENTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE PRESIDENT, TREASURER, AND ASSISTANT CLERK ARE DETERMINED OR REVIEWED BY THE COMPENSATION SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE. THE COMMITTEE CONSIDERS COMPARATIVE DATA OF SIMILAR POSITIONS IN COMPARABLE SIZED SCHOOLS IN THE REGION. THE COMMITTEE INCLUDES KEY EMPLOYEES, FACULTY AND ADMINISTRATION IN THEIR REVIEW OF COMPENSATION. FOR THE PRESIDENT AND TREASURER, THE SCHOOL ALSO ENGAGED AN OUTSIDE CONSULTANT TO HELP IN THE PROCESS. THE DELIBERATIONS AND DECISIONS OF THE COMMITTEE ARE DOCUMENTED CONTEMPORANEOUSLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS AND FORM 990 CAN BE OBTAINED BY THE GENERAL PUBLIC VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS NOT AVAILABLE TO THE GENERAL PUBLIC, BUT AVAILABLE UPON REQUEST. |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| M GORMAN PSYCHOLOGICAL ASSOCIATES INC | ||||||||||
| ONE WELLS AVENUE | NEWTON | MA | 02459 | 841669692 | PROVIDE PSYCHO-EDUCATIONAL ASSESSMENTS, PSYCHOTHERAPY AND PSYCHOLOGICAL | MA | 501(C)(3) | LINE 12A, I | WILLIAM JAMES COLLEGE INC | Yes (1) |
| TEACHERS21 INC | ||||||||||
| ONE WELLS AVENUE | NEWTON | MA | 02459 | 043174042 | IMPROVE THE PROFESSIONAL PRACTICE OF EDUCATORS | MA | 501(C)(3) | LINE 12A, I | WILLIAM JAMES COLLEGE INC | Yes (1) |
| 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 | Yes (1) | 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 | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| M GORMAN PSYCHOLOGY ASSOCIATES INC | ||
| L | $1,004,817 | BOOK VALUE |
| TEACHERS21 INC | ||
| J | $100,710 | BOOK VALUE |
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