EXCELSIOR UNIVERSITY: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- EXCELSIOR UNIVERSITY (EIN 16-1532850)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-05
- IRS object ID
- 202011279349301711
- Schema version
- 2018v3.0
- 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 O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-05T13:30:24-07:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161532850 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXCELSIOR COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EXCE | BusinessNameControlTxt |
| Phone | 5184648500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 Columbia Circle | AddressLine1Txt |
| City | Albany | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 122035159 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Baldwin | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5184648500 | PhoneNum |
| Signature | 2020-05-05 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.194.171.120 | IPv4AddressTxt |
| 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 | James N Baldwin | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 Columbia Circle | AddressLine1Txt |
| City | Albany | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 122035159 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $82,108,901 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.Excelsior.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | Excelsior College provides educational opportunity to adult learners with an emphasis on those historically underrepresented in higher education. The College meets students where they are - academically and geographically, offering quality instruction and the assessment of prior learning. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 1431 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,719,130 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,431,656 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $83,940,322 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $77,919,254 | CYProgramServiceRevenueAmt |
| PY Investment Income | $698,252 | PYInvestmentIncomeAmt |
| CY Investment Income | $357,707 | CYInvestmentIncomeAmt |
| PY Other Revenue | $391,598 | PYOtherRevenueAmt |
| CY Other Revenue | $240,381 | CYOtherRevenueAmt |
| PY Total Revenue | $86,749,302 | PYTotalRevenueAmt |
| CY Total Revenue | $79,948,998 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $584,137 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $445,716 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $62,941,398 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $51,559,190 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $10,950 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $4,236 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $178,031 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,212,992 | PYOtherExpensesAmt |
| CY Other Expenses | $22,824,345 | CYOtherExpensesAmt |
| PY Total Expenses | $86,749,477 | PYTotalExpensesAmt |
| CY Total Expenses | $74,833,487 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$175 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,115,511 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $64,942,553 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,203,012 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,276,326 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,428,974 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $37,666,227 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $43,774,038 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Excelsior College provides educational opportunity to adult learners with an emphasis on those historically underrepresented in higher education. The College meets students where they are - academically and geographically, offering quality instruction and the assessment of prior learning. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $22,471,470 | ExpenseAmt |
| Grant | $444,126 | GrantAmt |
| Revenue | $64,993,684 | RevenueAmt |
| Desc | During this period, 146,315 undergraduate hours of course instruction, and 20,780 hours of graduate level course instruction were delivered. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,085,193 | ExpenseAmt |
| Grant | $1,590 | GrantAmt |
| Revenue | $7,712,675 | RevenueAmt |
| Desc | During this period, the College administered 9,923 credit bearing examinations to students enrolled in its various programs including Nursing, and delivered 12,690 credits in performance examinations to students enrolled in its Nursing programs. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,706,292 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $5,212,895 | RevenueAmt |
| Desc | Enrollment in higher education. During this period, 8,733 new students enrolled in the College while there were 25,528 actively enrolled students as of 6/30/19. 6,054 degrees were awarded between 7/1/18 and 6/30/19. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $49,262,955 | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 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 | 0 | TaxExemptBondsInd |
| 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 | 0 | 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 | 124 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1431 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Hillary S Koldin | PersonNm |
| Phone | 5186088382 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 Columbia Circle | AddressLine1Txt |
| City | Albany | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 122035159 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| David Baime | |||||||||
| Board Member | 1.2 | Yes (X) | $0 | $0 | $0 | ||||
| Helen Benjamin | |||||||||
| Chair of the Board | 1.4 | Yes (X) | $0 | $0 | $0 | ||||
| Don Dea | |||||||||
| Treasurer of the Board | 1.4 | Yes (X) | $0 | $0 | $0 | ||||
| Debbie Hatmaker | |||||||||
| Board Member | 1.2 | Yes (X) | $0 | $0 | $0 | ||||
| Matthew Loeb | |||||||||
| Board Member | 1.2 | Yes (X) | $0 | $0 | $0 | ||||
| KH Maman | |||||||||
| Board Member | 1.2 | Yes (X) | $0 | $0 | $0 | ||||
| Jeanne Meister | |||||||||
| Board Member | 1.2 | Yes (X) | $0 | $0 | $0 | ||||
| Karim Merchant | |||||||||
| Board Member | 1.2 | Yes (X) | $0 | $0 | $0 | ||||
| Jerry Neff | |||||||||
| Board Member | 1.2 | Yes (X) | $0 | $0 | $0 | ||||
| Mary O'Connor | |||||||||
| Vice Chair of the Board (until Dec 2018) | 1.4 | Yes (X) | $0 | $0 | $0 | ||||
| Clar Rosso | |||||||||
| Board Member | 1.2 | Yes (X) | $0 | $0 | $0 | ||||
| Pamela Tate | |||||||||
| Secretary of the Board (until Dec 2018), Vice Chair of the Board (as of Jan 2019) | 1.4 | Yes (X) | $0 | $0 | $0 | ||||
| Rose Wang | |||||||||
| Secretary of the Board (as of Jan 2019) | 1.4 | Yes (X) | $0 | $0 | $0 | ||||
| Khori Whittaker | |||||||||
| Board Member | 1.2 | Yes (X) | $0 | $0 | $0 | ||||
| Alec Whitters | |||||||||
| Board Member | 1.2 | Yes (X) | $0 | $0 | $0 | ||||
| Terry Conry | |||||||||
| Board Member | 1.2 | Yes (X) | $0 | $0 | $0 | ||||
| Garry Jaunal | |||||||||
| Board Member | 1.2 | Yes (X) | $0 | $0 | $0 | ||||
| Michael Loughran | |||||||||
| Board Member | 1.2 | Yes (X) | $0 | $0 | $0 | ||||
| Frank Mayadas | |||||||||
| Board Member | 1.2 | Yes (X) | $0 | $0 | $0 | ||||
| Gregory Ratliff | |||||||||
| Board Member | 1.2 | Yes (X) | $0 | $0 | $0 | ||||
| William Harris | |||||||||
| Board Member | 1.2 | Yes (X) | $0 | $0 | $0 | ||||
| David Oliker | |||||||||
| Board Member | 1.2 | Yes (X) | $0 | $0 | $0 | ||||
| Sharon Richie | |||||||||
| Board Member | 1.2 | Yes (X) | $0 | $0 | $0 | ||||
| James Baldwin | |||||||||
| President and CEO | 37.50 | $338,591 | $0 | $43,367 | Yes (X) | ||||
| Deborah Sopczyk | |||||||||
| Provost and Chief Academic Officer | 37.5 | $256,202 | $0 | $42,452 | Yes (X) | ||||
| James Lettko | |||||||||
| Chief Operating Officer | 37.5 | $252,868 | $0 | $20,722 | Yes (X) | ||||
| Dawn Gerrain | |||||||||
| Chief Marketing and Business Development Officer | 37.5 | $226,770 | $0 | $37,241 | Yes (X) | ||||
| Mark Howe | |||||||||
| VP of HR | 37.5 | $223,784 | $0 | $16,660 | Yes (X) | ||||
| James Cox | |||||||||
| Interim VP for Finance (until Aug 2018) | 37.5 | $185,198 | $0 | $12,857 | Yes (X) | ||||
| Karen Halaco | |||||||||
| General Counsel | 37.5 | $174,936 | $0 | $27,209 | Yes (X) | ||||
| Richard Hannmann | |||||||||
| VP for Finance and CFO (as of Aug 2018) | 37.5 | $80,030 | $0 | $0 | Yes (X) | ||||
| Thomas Hausmann | |||||||||
| Chief Information Officer (until Sept 2018) | 37.5 | $122,364 | $0 | $17,295 | Yes (X) | ||||
| Mary Lee Pollard | |||||||||
| Dean, School of Nursing | 37.5 | $182,164 | $0 | $12,715 | Yes (X) | ||||
| Li-Fang Shih | |||||||||
| Dean, School of Undergrad | 37.5 | $164,405 | $0 | $32,004 | Yes (X) | ||||
| Emilsen Holguin | |||||||||
| Assoc Provost - Student Experience | 37.5 | $178,644 | $0 | $27,259 | Yes (X) | ||||
| Robert Waters | |||||||||
| Dean, School of Graduate | 37.5 | $192,605 | $0 | $23,732 | Yes (X) | ||||
| Susan Dewan | |||||||||
| AVP - Student Success/Milit | 37.5 | $179,898 | $0 | $19,151 | Yes (X) | ||||
| Laurie Carbo-Porter | |||||||||
| Associate Provost - Academic Affairs | 37.5 | $165,697 | $0 | $27,002 | Yes (X) | ||||
| Catherine Dechance | |||||||||
| FPD - AND | 37.5 | $155,030 | $0 | $7,820 | Yes (X) | ||||
| Lisa Daniels | |||||||||
| AVP - Analytics Decision Spt | 37.5 | $153,228 | $0 | $32,642 | Yes (X) | ||||
| George Timmons | |||||||||
| Dean, School of Liberal Arts | 37.5 | $121,969 | $0 | $7,801 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,354,383 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $407,929 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 40 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| THE MARTIN GROUP LLC | ||||||
| 620 Main Steet | Buffalo | NY | 14202 | Advertising Services | $3,772,773 | |
| MILTON S EISENHOWER LIBRARY | ||||||
| Johns Hopkins University | Baltimore | MD | 21218 | Library Services | $1,441,420 | |
| UNIT4 BUSINESS SOFTWARE INC | ||||||
| 3 Burlington Woods Drive | Burlington | MA | 01803 | Software Implementation | $987,761 | Suite 201 |
| INSIDETRACK INC | ||||||
| Department LA 22614 | Pasadena | CA | 911852614 | Educational Management & Student Services Provider | $811,250 | |
| HEARST CORPORATION | ||||||
| Albany Times Union | Rescott | AZ | 863048068 | Advertising Services | $798,497 | PO BOX 80068 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 56 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $1,049,136 | GovernmentGrantsAmt |
| All Other Contributions | $382,520 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $1,431,656 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Graduate, UG, & Non-Credit Bearing Tuition | 611310 | $64,993,684 | $64,993,684 | $0 | $0 |
| Examination Fees | 611310 | $7,712,675 | $7,712,675 | $0 | $0 |
| Enrollment Related Fees | 611310 | $5,212,895 | $5,212,895 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $77,919,254 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $860,843 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $860,843 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $775,335 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $574,956 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $200,379 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $200,379 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $200,379 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $65,311 | SecuritiesAmt |
| Other | $1,016,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $58,412 | SecuritiesAmt |
| Other | $1,526,535 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,899 | SecuritiesAmt |
| Other | -$510,035 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$503,136 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$503,136 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Merchandise | 611310 | $16,232 | $16,232 | $0 | $0 |
| Miscellaneous | 611310 | -$511 | -$511 | $0 | $0 |
| Bad Check Charges | 611310 | $1,470 | $1,470 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,811 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,811 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $40,002 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,948,998 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $77,959,256 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $558,086 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $445,716 | TotalAmt |
| Program Services | $445,716 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,696,778 | TotalAmt |
| Program Services | $653,048 | ProgramServicesAmt |
| Management And General | $2,043,730 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,911,410 | TotalAmt |
| Program Services | $33,002,149 | ProgramServicesAmt |
| Management And General | $6,843,296 | ManagementAndGeneralAmt |
| Fundraising | $65,965 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,866,094 | TotalAmt |
| Program Services | $1,335,164 | ProgramServicesAmt |
| Management And General | $526,312 | ManagementAndGeneralAmt |
| Fundraising | $4,618 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,778,316 | TotalAmt |
| Program Services | $2,612,935 | ProgramServicesAmt |
| Management And General | $1,159,867 | ManagementAndGeneralAmt |
| Fundraising | $5,514 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,306,592 | TotalAmt |
| Program Services | $2,589,762 | ProgramServicesAmt |
| Management And General | $709,458 | ManagementAndGeneralAmt |
| Fundraising | $7,372 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,812,963 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,812,963 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,078 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $69,078 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,404 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $163,404 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,236 | TotalAmt |
| Fundraising | $4,236 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,444 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $34,444 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,885,453 | TotalAmt |
| Program Services | $4,220,427 | ProgramServicesAmt |
| Management And General | $1,664,007 | ManagementAndGeneralAmt |
| Fundraising | $1,019 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,769,745 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,769,745 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,442,508 | TotalAmt |
| Program Services | $863,389 | ProgramServicesAmt |
| Management And General | $554,064 | ManagementAndGeneralAmt |
| Fundraising | $25,055 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,508,959 | TotalAmt |
| Program Services | $710,384 | ProgramServicesAmt |
| Management And General | $2,754,598 | ManagementAndGeneralAmt |
| Fundraising | $43,977 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,222,787 | TotalAmt |
| Program Services | $600,624 | ProgramServicesAmt |
| Management And General | $622,163 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $811,739 | TotalAmt |
| Program Services | $630,216 | ProgramServicesAmt |
| Management And General | $171,032 | ManagementAndGeneralAmt |
| Fundraising | $10,491 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,221 | TotalAmt |
| Program Services | $61,170 | ProgramServicesAmt |
| Management And General | $108,732 | ManagementAndGeneralAmt |
| Fundraising | $8,319 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,624 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $39,624 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,183,663 | TotalAmt |
| Program Services | $1,565,809 | ProgramServicesAmt |
| Management And General | $617,854 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,047 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $136,047 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Credit Card Fees | $687,057 | $75 | $685,597 | $1,385 |
| College Wide Bad Debt Expense | $878,671 | $0 | $878,671 | $0 |
| Misc. Expense | -$18 | -$27,913 | $27,815 | $80 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,833,487 | TotalAmt |
| Program Services | $49,262,955 | ProgramServicesAmt |
| Management And General | $25,392,501 | ManagementAndGeneralAmt |
| Fundraising | $178,031 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$617,348 | BOYAmt |
| EOY | -$675,831 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,718,044 | BOYAmt |
| EOY | $15,660,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $452,086 | BOYAmt |
| EOY | $140,963 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,683,302 | BOYAmt |
| EOY | $3,559,391 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,286 | BOYAmt |
| EOY | $2,003 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,537 | BOYAmt |
| EOY | $29,765 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,910,491 | BOYAmt |
| EOY | $1,808,352 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $36,074,897 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,922,006 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,241,829 | BOYAmt |
| EOY | $20,152,891 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,194,776 | BOYAmt |
| EOY | $27,844,191 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,429 | BOYAmt |
| EOY | $200,765 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,121 | BOYAmt |
| EOY | $480,522 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,942,553 | BOYAmt |
| EOY | $69,203,012 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,505,440 | BOYAmt |
| EOY | $5,452,083 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,848,043 | BOYAmt |
| EOY | $9,101,944 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,790,517 | BOYAmt |
| EOY | $10,861,663 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,326 | BOYAmt |
| EOY | $13,284 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,276,326 | BOYAmt |
| EOY | $25,428,974 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,312,646 | BOYAmt |
| EOY | $41,316,389 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $831,648 | BOYAmt |
| EOY | $914,171 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,521,933 | BOYAmt |
| EOY | $1,543,478 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,666,227 | BOYAmt |
| EOY | $43,774,038 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,942,553 | BOYAmt |
| EOY | $69,203,012 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,115,511 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $992,300 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $187,683 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $16,029 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $203,712 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 | FormAndLineReferenceDesc |
| Explanation | The majority of time/cost is spent in direct contact with various state legislators and other state government officials, in coordination with the College's registered lobbyist consultants, defending the College's Associate, Bachelor, and Master Degree Nursing programs. The College works to have state statutes and/or regulations changed or introduced to ensure that the College's Nursing graduates are eligible for Registered Nurse licensure in those states. A significant portion of cost/time is spent preparing materials to aid College Officials, in coordination with the College's registered lobbyist consultants, in educating government officials on the fact that Excelsior College graduates are as prepared for licensure as nursing graduates from more traditional programs. Time is also spent drafting proposed legislation that would ensure Excelsior College nursing graduates would be eligible for licensure in various states. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $70,300 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,068,510 | BeginningYearBalanceAmt |
| Contributions | $58,474 | ContributionsAmt |
| Investment Earnings Or Losses | $1,680,359 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $61,536 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,295 | OtherExpendituresAmt |
| Administrative Expenses | $30,852 | AdministrativeExpensesAmt |
| End Year Balance | $27,713,660 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,061,788 | BeginningYearBalanceAmt |
| Contributions | $2,470,141 | ContributionsAmt |
| Investment Earnings Or Losses | $1,633,297 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $56,770 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,043 | OtherExpendituresAmt |
| Administrative Expenses | $31,903 | AdministrativeExpensesAmt |
| End Year Balance | $26,068,510 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,885,670 | BeginningYearBalanceAmt |
| Contributions | $222,171 | ContributionsAmt |
| Investment Earnings Or Losses | $2,248,360 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $45,215 | GrantsOrScholarshipsAmt |
| Other Expenditures | $201,503 | OtherExpendituresAmt |
| Administrative Expenses | $47,694 | AdministrativeExpensesAmt |
| End Year Balance | $22,061,789 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,896,760 | BeginningYearBalanceAmt |
| Contributions | $885,449 | ContributionsAmt |
| Investment Earnings Or Losses | $1,263,251 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $35,615 | GrantsOrScholarshipsAmt |
| Other Expenditures | $75,077 | OtherExpendituresAmt |
| Administrative Expenses | $49,098 | AdministrativeExpensesAmt |
| End Year Balance | $19,885,670 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,131,780 | BeginningYearBalanceAmt |
| Contributions | $181,683 | ContributionsAmt |
| Investment Earnings Or Losses | $25,388 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $28,707 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$341 | OtherExpendituresAmt |
| Administrative Expenses | $5,240 | AdministrativeExpensesAmt |
| End Year Balance | $1,305,245 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.927 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.055 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.018 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,191,185 | OtherCostOrOtherBasisAmt |
| Book Value | $3,191,185 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $18,767,461 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,147,211 | DepreciationAmt |
| Book Value | $13,620,250 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $7,879 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,359 | DepreciationAmt |
| Book Value | $3,520 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $11,876,903 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,377,334 | DepreciationAmt |
| Book Value | $2,499,569 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,231,469 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,393,102 | DepreciationAmt |
| Book Value | $838,367 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,152,891 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Liabilities to beneficiaries under split interest agreements | Desc |
| Amt | $13,284 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,284 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $82,030,911 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $992,300 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $4,622 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $996,922 | RevenueNotReportedAmt |
| Revenue Subtotal | $81,033,989 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,084,991 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,084,991 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $79,948,998 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $75,923,100 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $4,622 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,622 | ExpensesNotReportedAmt |
| Expenses Subtotal | $75,918,478 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$1,084,991 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$1,084,991 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $74,833,487 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 | Consists of various paintings that have been donated to and/or purchased by the college and have been recorded at their appraised fair market value at the time of donation, or cost at time of purchase. This collection aids in fostering a sense of community and appreciation of the arts for students, faculty, and support staff of the college. |
| Schedule D, Part V, Line 1e | In accordance with the State of New York Prudent Management of Institutional Funds Act (NYPMIFA), the $1,295 listed as other expenditures represents the College's transfer of funds related to the appreciation of endowment assets to Unrestricted Net Assets from Temporarily Restricted Net Assets to maintain the corpus of underwater endowment funds. |
| Schedule D, Part V, Line 1g | Beginning in fiscal year 2016 the College included Board designated funds in its endowment footnote disclosure in the audited financial statements. Therefore, this is how it is reflected in Part V as well. |
| Schedule D, Part V, Line 4 | The intended use of the College's endowment is primarily for scholarships which are given to students to defray the cost of degree completion. |
| Schedule D, Part X, Line 2 | The College is classified for tax purposes as an organization under Section 501(c)(3) of the Internal Revenue Code, and except for unrelated business income, if any, is exempt from federal income taxes under Section 501(a) of the Code. Therefore, no provision for income taxes is made in the accompanying financial statements. The College follows the FASB guidance regarding accounting for uncertain tax positions. The College believes that it has no uncertain tax positions taken or expected to be taken that could result in an unrecognized tax benefit liability. The College has no federal or state informational tax returns that are currently under examination by the Internal Revenue Service ("IRS") or state authorities. |
| Schedule D, Part XI, Line 4b | Includes rental expenses ($574,956) and loss on disposal of assets ($510,035). |
| Schedule D, Part XII, Line 4b | Includes rental expenses ($574,956) and loss on disposal of assets ($510,035). |
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 | 0 | 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 | Yes (1) | 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 organization meets the criteria established in section 4 03-2 of revenue procedures 75-50. The College draws a substantial percentage of its students nationwide and follows a racially nondiscriminatory policy as to students. It satisfies the publicity requirement by including a statement of its racially nondiscriminatory policy as to students. In all its brochures and catalogs dealing with student admissions, programs, and scholarships. It also references its racially nondiscriminatory policy in other written advertising that it uses as a means of informing prospective students of its programs. |
| Schedule E, Part I, Line 6 | The college receives government assistance in the form of; Federal Direct Loans, Pell grants, FSEOG grants, NYS TAP grants, NYS APTS grants, HRSA Nursing Student Loan program and the HRSA Nursing Faculty Loan Program. The College's participation in the HRSA Nursing Student Loan Program - Baccalaureate Level was revoked on 10/30/13, due to loan default rates above the acceptable maximum (5%). This program is calculated on dollars in default rather than borrowers in default as is the case in most student loan programs. At the time the program was revoked 5 borrowers were in default with a total loan balance of $6,844 (11.31%). As of June 30, 2016 the College had returned the entire Federal capital contribution and terminated participation in the HRSA Nursing Student Loan program and the HRSA Nursing Faculty Loan Program. The College continues to honor all existing terms and provisions including those related to cancellation and deferment, to which borrowers are entitled. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Middle East and North Africa | 0 | 0 | Program Services | Visit international partnerships and Israel Study Abroad students & seminaries | $7,733 |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Program Services | Attend conference held in Toronto, Canada | $6,988 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $14,721 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | The accrual basis of accounting is used to account for all foreign expenditures. | ExplanationTxt |
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 | Scholarships | GrantTypeTxt |
| Recipient | 1138 | RecipientCnt |
| Cash Grant | $445,716 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | The College provides individual scholarship assistance to enrolled students in order to defray the cost of tuition and fees. This assistance is provided through direct credit to the student's account with the college, ensuring funds are utilized for their intended purpose. Depending on the source of funds, there may be donor stipulations which students may need to adhere to in order to maintain eligibility of funds. In the event of such, ongoing monitoring is performed by the College's Financial Aid department. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| 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 |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| James Baldwin | ||||||||||||||
| President and CEO | $306,727 | $0 | $0 | $0 | $31,864 | $0 | $19,250 | $0 | $513 | $0 | $358,354 | $0 | $0 | $0 |
| Deborah Sopczyk | ||||||||||||||
| Provost and Chief Academic Officer | $252,352 | $0 | $0 | $0 | $1,524 | $0 | $0 | $0 | $3,157 | $0 | $257,033 | $0 | $0 | $0 |
| James Lettko | ||||||||||||||
| Chief Operating Officer | $252,352 | $0 | $0 | $0 | $516 | $0 | $17,823 | $0 | $3,157 | $0 | $273,848 | $0 | $0 | $0 |
| Dawn Gerrain | ||||||||||||||
| Chief Marketing and Business Development Officer | $226,494 | $0 | $0 | $0 | $276 | $0 | $15,159 | $0 | $22,220 | $0 | $264,149 | $0 | $0 | $0 |
| Mark Howe | ||||||||||||||
| VP of HR | $223,268 | $0 | $0 | $0 | $516 | $0 | $15,684 | $0 | $1,234 | $0 | $240,702 | $0 | $0 | $0 |
| James Cox | ||||||||||||||
| Interim VP for Finance (until Aug 2018) | $183,674 | $0 | $0 | $0 | $1,524 | $0 | $12,857 | $0 | $762 | $0 | $198,817 | $0 | $0 | $0 |
| Karen Halaco | ||||||||||||||
| General Counsel | $174,420 | $0 | $0 | $0 | $516 | $0 | $12,515 | $0 | $14,952 | $0 | $202,403 | $0 | $0 | $0 |
| Mary Lee Pollard | ||||||||||||||
| Dean, School of Nursing | $181,648 | $0 | $0 | $0 | $516 | $0 | $12,715 | $0 | $258 | $0 | $195,137 | $0 | $0 | $0 |
| Li-Fang Shih | ||||||||||||||
| Dean, School of Undergrad | $164,226 | $0 | $0 | $0 | $180 | $0 | $12,159 | $0 | $19,934 | $0 | $196,499 | $0 | $0 | $0 |
| Emilsen Holguin | ||||||||||||||
| Assoc Provost - Student Experience | $178,464 | $0 | $0 | $0 | $180 | $0 | $11,108 | $0 | $16,241 | $0 | $205,993 | $0 | $0 | $0 |
| Robert Waters | ||||||||||||||
| Dean, School of Graduate | $192,089 | $0 | $0 | $0 | $516 | $0 | $14,102 | $0 | $9,889 | $0 | $216,596 | $0 | $0 | $0 |
| Susan Dewan | ||||||||||||||
| AVP - Student Success/Milit | $179,382 | $0 | $0 | $0 | $516 | $0 | $11,004 | $0 | $8,405 | $0 | $199,307 | $0 | $0 | $0 |
| Laurie Carbo-Porter | ||||||||||||||
| Associate Provost - Academic Affairs | $165,181 | $0 | $0 | $0 | $516 | $0 | $11,900 | $0 | $15,360 | $0 | $192,957 | $0 | $0 | $0 |
| Catherine Dechance | ||||||||||||||
| FPD - AND | $154,514 | $0 | $0 | $0 | $516 | $0 | $5,775 | $0 | $2,303 | $0 | $163,108 | $0 | $0 | $0 |
| Lisa Daniels | ||||||||||||||
| AVP - Analytics Decision Spt | $153,048 | $0 | $0 | $0 | $180 | $0 | $11,210 | $0 | $21,522 | $0 | $185,960 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | The College reimburses a portion of health club dues of its employees as part of the College's wellness initiative policy. This benefit is available to all college employees, and is included in the taxable income of employees who use this benefit, including officers. |
| Schedule J, Part I, Line 4 | George Timmons - Severance payment of $42,369. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | The Form 990 was prepared by the accounting services department at the College. The information within the return was obtained through input from several Officers of the College. Following internal preparation of the return, it was forwarded to the College's independent auditors to seek their input before forwarding to the Audit Committee of the Board of Trustees. The Audit Committee reviewed the final return in depth via teleconference with the Officers of the College and the accounting staff. Management at the College guided the Audit Committee through various schedules included in the filing noting the purpose of the schedule and identifying the origin and sources of the content contained within. All questions posed by the Committee were answered by the Management of the College as documented in the minutes to the meeting. The final return was made available for inspection and review to all Board Members before final filing with the IRS. |
| Form 990, Part VI, Section B, Line 12c | The College has maintained and periodically updated a conflicts of interest policy since 1998. The policy is annually distributed to all trustees, officers and key employees, along with a disclosure statement form on which such individuals are to specify actual and potential conflicts of interest. The Chair of the Audit Committee, in conjunction with the College's General Counsel, reviews and evaluates disclosure statements and takes appropriate action to ensure compliance with the policy. |
| Form 990, Part VI, Section B, Line 14 | Financial records are retained in accordance with the College's standard record retention policy. In addition, grant awards, certain mortgage and contractual arrangement require additional retention time frames. Other departments in the College such as the Registrar and Financial Aid offices retain student records as required under federal regulations and agencies guidelines. |
| Form 990, Part VI, Section B, Line 15 | Per the College bylaws, the Board is required to from time to time determine the compensation of the President, and approve the compensation of all other officers of the College, which should in all cases be reasonable and commensurate with the services performed by them. In 2010, a comprehensive independent study of the President's compensation was conducted by an external consultant, and was updated again in 2014, and again in 2019 in preparation for a new President search expected to be completed by mid-2020. This study, commissioned under the direction of the Board of Trustees, looked at comparative data from a competitive pool determined by the external consultant. This study, along with an updated review of College officer compensation, was used in writing the contract for the College's new President in late 2016, which was approved by the Board of Trustees. This contract was updated in the fall of 2018 and is subject to renewal, extension, or termination every three to five years depending on the contract terms by the Board of Trustees. Additionally, the compensation of the President is reviewed annually and any changes are approved by the Executive Committee of the Board of Trustees. Each year the President and the Board agree to annual goals and the President provides monthly reports on the progress toward these goals. His achievements are the basis for an annual performance review conducted by the Executive Committee of the Board. All Board discussions are documented in the Board of Trustee meeting minutes. The President's compensation is, in part, derived from the terms of his contract. The 2019 Executive Compensation study completed by a consultant, discussed in detail below, looked at other college presidents in our list of 27 peer institutions as a comparison. The consultant used the College's most recent year IRS Form 990 and then 'aged' the amounts using industry accepted standards. Any increase of compensation for the President is reviewed by an independent consultant to ensure the resulting compensation is reasonable and compliant with Intermediate Sanctions guidelines according to Treasury Final Regulations Section 53.4958-1. The Office of Human Resources establishes compensation within various grade levels at the College based on several factors such as the current local job market and hiring rate in our area, the demographics of the region including the degree of difficulty and competition in acquiring the particular talent. In addition, a compensation study was performed in 2014 by an external consultant that compared duties, responsibilities, and compensation for all job titles of the college. The study gathered data at the national level as well as industry-specific data and job market information for our region of the country. Salaries within the organization were comparable against this data. In 2014, at the direction of the Board of Trustees, the Office of Human Resources completed an executive compensation survey through a consultant. The study assessed eleven positions and made comparisons to comparable staff positions at 22 similarly situated institutions. The study had two objectives: 1.Determine if current pay levels are commensurate with peer roles at peer institutions, and 2. Ensure that compensation is in line with Section 4958 of the Internal Revenue Code. The results of the survey suggested that the College is in line with respect to Section 4958 of the Internal Revenue Code. In addition to these compensation studies, the Office of Human Resources annually reviews salaries for all internal positions against market compensation data provided through an outside consultant. |
| Form 990, Part VI, Section C, Line 19 | Governing documents, the conflict of interest policy and the financial statements are available upon request in hard copy and electronic (.pdf) form. |
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