WORCESTER POLYTECHNIC INSTITUTE: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: WORCESTER POLYTECHNIC INSTITUTE (EIN 04-2121659)
Tax period: 2018-07-01 to 2019-06-30
Filed: 2020-07-14
IRS object ID: 202021969349301312
Schema version: 2018v3.3
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 G
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-07-14T08:31:02-05:00	ReturnTs
Tax Period End	2019-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GRANT THORNTON LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	75 STATE STREET 13TH FLOOR	AddressLine1Txt
City	Boston	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02109	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2018-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042121659	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Worcester Polytechnic Institute	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% JEFFREY SOLOMON	InCareOfNm
Business Name Control	WORC	BusinessNameControlTxt
Phone	5088315000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 Institute Road	AddressLine1Txt
City	Worcester	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01609	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PATRICK HITCHCOCK	PersonNm
Person Title	ASSoc. TREASURER & CONTROLLER	PersonTitleTxt
Phone	5088315000	PhoneNum
Signature	2020-07-14	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ERIN COUTURE	PreparerPersonNm
PTIN	P01390592	PTIN
Phone	6177237900	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	71.232.176.125	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	04586620201965000002	FederalOriginalSubmissionId
Federal Original Submission Id	2020-07-14	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	A87539D75D44546F9E81755E19BD8DC508F41D5E	AtSubmissionCreationDeviceId
At Submission Filing Device Id	5462CA6209636BCCB18AED243EF6F57D7DCE3EA4	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	Laurie Leshin	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 Institute Road	AddressLine1Txt
City	Worcester	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01609	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$375,525,290	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.wpi.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1865	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	WORCESTER POLYTECHNIC INSTITUTE WAS FOUNDED IN 1865 TO CREATE AND CONVEY THE LATEST SCIENCE AND ENGINEERING KNOWLEDGE IN WAYS THAT ARE MOST BENEFICIAL FOR SOCIETY.	ActivityOrMissionDesc
Voting Members Governing Body	31	VotingMembersGoverningBodyCnt
Voting Members Independent	30	VotingMembersIndependentCnt
Total Employee	4251	TotalEmployeeCnt
Total Volunteers	967	TotalVolunteersCnt
Total Gross UBI	$937,810	TotalGrossUBIAmt
PY Contributions Grants	$15,469,079	PYContributionsGrantsAmt
CY Contributions Grants	$21,267,550	CYContributionsGrantsAmt
PY Program Service Revenue	$311,143,399	PYProgramServiceRevenueAmt
CY Program Service Revenue	$345,757,123	CYProgramServiceRevenueAmt
PY Investment Income	$7,337,584	PYInvestmentIncomeAmt
CY Investment Income	$6,972,255	CYInvestmentIncomeAmt
PY Other Revenue	-$5,337,527	PYOtherRevenueAmt
CY Other Revenue	$115,354	CYOtherRevenueAmt
PY Total Revenue	$328,612,535	PYTotalRevenueAmt
CY Total Revenue	$374,112,282	CYTotalRevenueAmt
PY Grants And Similar Paid	$81,858,207	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$93,184,868	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$155,866,959	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$166,726,347	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$122,763	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$134,677	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$7,325,672	CYTotalFundraisingExpenseAmt
PY Other Expenses	$103,091,368	PYOtherExpensesAmt
CY Other Expenses	$118,621,960	CYOtherExpensesAmt
PY Total Expenses	$340,939,297	PYTotalExpensesAmt
CY Total Expenses	$378,667,852	CYTotalExpensesAmt
PY Revenues Less Expenses	-$12,326,762	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$4,555,570	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,017,130,657	TotalAssetsBOYAmt
Total Assets EOY	$1,024,893,080	TotalAssetsEOYAmt
Total Liabilities BOY	$356,004,711	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$352,172,452	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$661,125,946	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$672,720,628	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE UNIVERSITY EDUCATES TALENTED MEN AND WOMEN IN ENGINEERING, SCIENCE, MANAGEMENT, AND HUMANITIES IN PREPARATION FOR CAREERS OF PROFESSIONAL PRACTICE, CIVIC CONTRIBUTION, AND LEADERSHIP, FACILITATED BY ACTIVE LIFELONG LEARNING. (CONT. ON SCH O)	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$269,076,227	ExpenseAmt
Grant	$90,712,363	GrantAmt
Revenue	$305,953,845	RevenueAmt
Desc	THE UNIVERSITY PROVIDES EDUCATION IN THE FIELDS OF SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS TO APPROXIMATELY 4,800 UNDERGRADUATE AND 2,100 GRADUATE STUDENTS. IN ADDITION, HOUSING AND BOARD AUXILIARY SERVICES ARE PROVIDED FOR APPROXIMATELY 2,000 STUDENTS. DURING FISCAL YEAR 2019, THE UNIVERSITY AWARDED 1019 BACHELOR, 791 MASTER AND 60 PHD DEGREES. STUDENTS EMERGE FROM THE UNIVERSITY'S UNIQUE EXPERIENCE READY TO TAKE ON SOME OF THE MOST DIFFICULT CHALLENGES IN SCIENCE AND TECHNOLOGY. MORE IMPORTANTLY, THEY UNDERSTAND HOW THEIR WORK CAN TRULY IMPACT SOCIETY AND IMPROVE LIVES.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$29,089,132	ExpenseAmt
Grant	$2,472,505	GrantAmt
Revenue	$33,707,510	RevenueAmt
Desc	AT THE UNIVERSITY, 190 FACULTY AND POST DOC RESEARCHERS, AND 314 STUDENTS ARE ENGAGED IN CUTTING-EDGE RESEARCH ACROSS A BROAD RANGE OF DISCIPLINES. THE UNIVERSITY RECEIVES RESEARCH FUNDING FROM A VARIETY OF SOURCES, PRIMARILY FROM GOVERNMENTAL ORGANIZATIONS SUCH AS THE NATIONAL SCIENCE FOUNDATION, DEPARTMENT OF DEFENSE, NATIONAL INSTITUTE OF HEALTH AND OTHER FEDERAL AGENCIES. RESEARCH AT THE UNIVERSITY HAS A DECIDEDLY APPLIED FOCUS, WITH WORK FOCUSED ON PROBLEMS THAT ARE BOTH INTERESTING AND IMPORTANT. THE RESULT IS NEW KNOWLEDGE, NEW INNOVATIONS, AND TECHNOLOGICAL ADVANCES THAT ATTACK SOME OF THE MAJOR CHALLENGES OF OUR TIME.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$8,457,135	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$6,095,768	RevenueAmt
Desc	THE UNIVERSITY'S CORPORATE AND PROFESSIONAL EDUCATION DIVISION PROVIDES TAILOR-MADE PROGRAMS TO APPROXIMATELY 568 STUDENTS, MAINLY AT CORPORATE STUDENT SITES, USING INDUSTRY EXPERTS AND DEDICATED PROGRAM SUPPORT STAFF. THIS PRACTICAL APPROACH ADDS VALUE BY PROVIDING CLIENTS WITH KNOWLEDGE AND SKILLS THAT CAN BE DIRECTLY APPLIED TO THEIR REAL-WORLD JOB CHALLENGES. ADDITIONALLY DURING FISCAL YEAR 2019, APPROXIMATELY 555 INDIVIDUALS PARTICIPATED IN ONE OR MORE PROFESSIONAL WORKSHOPS OR SHORT COURSES.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$306,622,494	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	Yes (true)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (true)	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	Yes (true)	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	Yes (true)	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	6836	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	4251	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	31	GoverningBodyVotingMembersCnt
Independent Voting Member	30	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	JEFFREY SOLOMON	PersonNm
Phone	5088315000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 INSTITUTE ROAD	AddressLine1Txt
City	Worcester	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01609	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Laurie Leshin
President	40.0	1.0	Yes (X)	Yes (X)	$987,687	$0	$311,816
John Mollen
Chairman	2.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
Andrew Aberdale
Vice Chairman & Trustee	2.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
Joyce Kline
Vice Chairman & Trustee	2.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
Joseph Adams
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Michael Aspinwall
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
James Baum
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Lorraine Bolsinger
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Linwood Bradford
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Michael Dolan
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Henry Fitzgerald
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
William Fitzgerald
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Marni Hall
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Robert Hart
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Jeremy Hitchcock
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Debora Jackson
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Stuart Kazin
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Carl Kilmer
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
David Lapre
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Francesca Maltese
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Robert Martin
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Erica Mason
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Neil McDonough
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Linda McGoldrick
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Daniel Morgan
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
George Oliver
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Mark O'Neil
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Karen Tegan Padir
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Mark Russell
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Joan Bolduc Szkutak
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Dorothea Wong
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Jeffrey Solomon
TREASURER, EXECUTIVE VP & CFO	40.0	1.0		Yes (X)	$518,642	$0	$118,838
David Bunis
SECRETARY & GENERAL COUNSEL	40.0	0.0		Yes (X)	$405,313	$0	$96,715
Patrick Hitchcock
Assoc Treasurer & Controller	40.0	1.0		Yes (X)	$151,624	$0	$7,357
Kyle Siegel
Asst. Secretary & Exec. Dir.	40.0	0.0		Yes (X)	$100,142	$0	$30,387
Bruce Bursten
Provost, SVP, Acad Affairs	40.0	0.0			$399,771	$0	$39,879	Yes (X)
Stephen Flavin
VP Academic & Corporate Dev	40.0	0.0			$452,307	$0	$156,808	Yes (X)
Kristin Tichenor
SVP Enrollment Management	40.0	0.0			$407,741	$0	$118,773	Yes (X)
Amy Morton
VP and Chief of Staff	40.0	0.0			$225,466	$0	$71,660	Yes (X)
Winston Soboyejo
Interim Provost	40.0	0.0			$281,193	$0	$65,137	Yes (X)
Jean King
Dean of Arts & Sciences	40.0	0.0			$336,315	$0	$52,839		Yes (X)
William McAvoy
VP University Advancement	40.0	0.0			$395,057	$0	$102,898		Yes (X)
Karen Oates
Prof Biology & Biotechnology	40.0	0.0			$334,512	$0	$39,879		Yes (X)
Michael Ginzberg
Dean Foisie Business School	40.0	0.0			$407,647	$0	$52,832		Yes (X)
Diran Apelian
Prof Mechanical Engineering	40.0	0.0			$370,680	$0	$58,880		Yes (X)
Stephanie Pasha
Former AVP & Chief of Staff	40.0	0.0			$137,769	$0	$23,887			Yes (X)
Philip Clay
VP Student Affairs	40.0	0.0			$228,584	$0	$62,050			Yes (X)
Michelle Jones-Johnson
VP FOR TALENT DEVELOPMENT/CDO	40.0	0.0			$254,231	$0	$78,311			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$6,394,681	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,488,946	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	338	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Shawmut Design Construction
560 Harrison Avenue	BOSTON	MA	02118	Construction	$15,359,052
Sierra-Cedar Inc
1255 Alderman Drive	ALPARETTA	GA	300054156	Software Support	$2,632,786
Glickman Kovago Construction
1 Mercantile Street Suite 510	WORCESTER	MA	016083107	Construction	$947,821
Builders Systems Inc
135 Southbridge Street	AUBURN	MA	01501	Construction	$753,917
DelSignore Electrical Contractors
849 West Boylston Street	WORCESTER	MA	01606	Construction	$752,371

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	134	CntrctRcvdGreaterThan100KCnt
Government Grants	$1,130,000	GovernmentGrantsAmt
All Other Contributions	$20,137,550	AllOtherContributionsAmt
Noncash Contributions	$1,957,841	NoncashContributionsAmt
Total Contributions	$21,267,550	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
TUITION AND FEES	611710	$269,881,399	$269,881,399	$0	$0
SPONSORED RESEARCH	611710	$33,707,510	$33,707,510	$0	$0
AUXILIARY OPERATIONS	611710	$32,845,568	$32,845,568	$0	$0
OTHER OPERATING SOURCES	611710	$5,302,852	$5,302,852	$0	$0
OTHER EDUCATIONAL OPERATIONS	611710	$4,019,794	$3,645,817	$373,977	$0

Field	Value	IRS element (for citing)
Total Program Service Revenue	$345,757,123	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,978,649	TotalRevenueColumnAmt
Unrelated Business Revenue	$563,833	UnrelatedBusinessRevenueAmt
Exclusion	$6,414,816	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$236,636	TotalRevenueColumnAmt
Exclusion	$236,636	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

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

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,403,540	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,409,934	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$6,394	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$6,394	TotalRevenueColumnAmt
Exclusion	-$6,394	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$22,800	GamingGrossIncomeAmt
Gaming Direct Expenses	$3,074	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$19,726	TotalRevenueColumnAmt
Exclusion	$19,726	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

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	LOSS ON INTEREST RATE AGREEMENTS	Desc
Business	900099	BusinessCd
Total Revenue Column	-$141,008	TotalRevenueColumnAmt
Exclusion	-$141,008	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	-$141,008	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$374,112,282	TotalRevenueColumnAmt
Related Or Exempt Func Income	$345,383,146	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$937,810	UnrelatedBusinessRevenueAmt
Exclusion	$6,523,776	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$2,398,279	TotalAmt
Program Services	$2,398,279	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$89,521,222	TotalAmt
Program Services	$89,521,222	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$1,265,367	TotalAmt
Program Services	$1,265,367	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

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

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$5,264,921	TotalAmt
Program Services	$1,098,919	ProgramServicesAmt
Management And General	$2,817,052	ManagementAndGeneralAmt
Fundraising	$1,348,950	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

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

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$126,467,724	TotalAmt
Program Services	$97,439,406	ProgramServicesAmt
Management And General	$25,732,269	ManagementAndGeneralAmt
Fundraising	$3,296,049	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$10,505,537	TotalAmt
Program Services	$7,902,438	ProgramServicesAmt
Management And General	$2,218,394	ManagementAndGeneralAmt
Fundraising	$384,705	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$16,506,544	TotalAmt
Program Services	$10,867,258	ProgramServicesAmt
Management And General	$4,732,855	ManagementAndGeneralAmt
Fundraising	$906,431	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$7,981,621	TotalAmt
Program Services	$6,003,907	ProgramServicesAmt
Management And General	$1,685,433	ManagementAndGeneralAmt
Fundraising	$292,281	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

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

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$2,004,332	TotalAmt
Program Services	$49,071	ProgramServicesAmt
Management And General	$1,955,261	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$282,305	TotalAmt
Management And General	$282,305	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$291,896	TotalAmt
Management And General	$291,896	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$134,677	TotalAmt
Fundraising	$134,677	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$707,716	TotalAmt
Management And General	$707,716	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$14,133,141	TotalAmt
Program Services	$11,807,089	ProgramServicesAmt
Management And General	$2,186,421	ManagementAndGeneralAmt
Fundraising	$139,631	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,358,776	TotalAmt
Program Services	$1,074,846	ProgramServicesAmt
Management And General	$267,248	ManagementAndGeneralAmt
Fundraising	$16,682	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,449,999	TotalAmt
Program Services	$1,846,339	ProgramServicesAmt
Management And General	$1,351,377	ManagementAndGeneralAmt
Fundraising	$252,283	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$8,694,797	TotalAmt
Program Services	$1,206,393	ProgramServicesAmt
Management And General	$7,385,786	ManagementAndGeneralAmt
Fundraising	$102,618	FundraisingAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$13,821,798	TotalAmt
Program Services	$12,273,566	ProgramServicesAmt
Management And General	$1,548,107	ManagementAndGeneralAmt
Fundraising	$125	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$6,014,882	TotalAmt
Program Services	$5,108,784	ProgramServicesAmt
Management And General	$729,290	ManagementAndGeneralAmt
Fundraising	$176,808	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

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

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$3,526,465	TotalAmt
Program Services	$2,458,354	ProgramServicesAmt
Management And General	$912,564	ManagementAndGeneralAmt
Fundraising	$155,547	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$10,149,497	TotalAmt
Program Services	$9,941,552	ProgramServicesAmt
Management And General	$207,945	ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$23,790,860	TotalAmt
Program Services	$21,279,131	ProgramServicesAmt
Management And General	$2,511,729	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,039,571	TotalAmt
Program Services	$103,670	ProgramServicesAmt
Management And General	$935,901	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
LAB EQUIPMENT/OTHER SUPPLIES	$12,672,771	$12,080,587	$576,237	$15,947
RESEARCH AND TRAINING	$4,584,642	$3,815,204	$743,116	$26,322
REPAIRS AND MAINTENANCE	$3,650,547	$3,486,513	$159,500	$4,534
BOOKS AND PERIODICALS	$2,845,856	$26,090	$2,819,766	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,602,109	TotalAmt
Program Services	$3,568,509	ProgramServicesAmt
Management And General	$1,961,518	ManagementAndGeneralAmt
Fundraising	$72,082	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$378,667,852	TotalAmt
Program Services	$306,622,494	ProgramServicesAmt
Management And General	$64,719,686	ManagementAndGeneralAmt
Fundraising	$7,325,672	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$65,569,817	BOYAmt
EOY	$39,645,946	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$11,768,589	BOYAmt
EOY	$18,507,761	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$3,817,122	BOYAmt
EOY	$2,876,618	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	$18,431,892	BOYAmt
EOY	$17,110,604	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$7,513,863	BOYAmt
EOY	$7,493,647	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$653,126,667	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$282,588,696	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$347,652,130	BOYAmt
EOY	$370,537,971	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$247,264,373	BOYAmt
EOY	$255,706,101	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$296,441,273	BOYAmt
EOY	$295,575,433	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$18,671,598	BOYAmt
EOY	$17,438,999	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,017,130,657	BOYAmt
EOY	$1,024,893,080	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$31,837,029	BOYAmt
EOY	$32,632,838	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	$13,052,597	BOYAmt
EOY	$10,117,001	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$215,082,689	BOYAmt
EOY	$211,930,727	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	$4,035,278	BOYAmt
EOY	$4,587,830	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$61,978,901	BOYAmt
EOY	$61,631,410	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$30,018,217	BOYAmt
EOY	$31,272,646	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$356,004,711	BOYAmt
EOY	$352,172,452	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$307,007,805	BOYAmt
EOY	$322,876,905	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$134,606,544	BOYAmt
EOY	$128,975,726	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$219,511,597	BOYAmt
EOY	$220,867,997	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$661,125,946	BOYAmt
EOY	$672,720,628	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,017,130,657	BOYAmt
EOY	$1,024,893,080	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$4,555,570	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$18,717,194	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$2,566,942	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	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 (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$31,452,693	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$61,384,483	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$19,151,190	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$15,469,079	CurrentTaxYearMinus1YearAmt
Current Tax Year	$21,267,550	CurrentTaxYearAmt
Total	$148,724,995	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

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

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

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

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$31,452,693	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$61,384,483	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$19,151,190	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$15,469,079	CurrentTaxYearMinus1YearAmt
Current Tax Year	$21,267,550	CurrentTaxYearAmt
Total	$148,724,995	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$36,059,624	SubstantialContributorsTotAmt
Public Support Total170	$112,665,371	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,905,749	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,275,634	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,305,111	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,358,631	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,215,285	CurrentTaxYearAmt
Total	$32,060,410	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

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

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$63,465	CurrentTaxYearMinus1YearAmt
Current Tax Year	$22,800	CurrentTaxYearAmt
Total	$86,265	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$180,871,670	TotalSupportAmt
Gross Receipts Rltd Activities	$1,527,275,725	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.62290	PublicSupportCY170Pct
Public Support PY170	0.63126	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

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)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$291,896	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$291,896	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$377,668,238	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$377,960,134	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

Field	Value	IRS element (for citing)
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp

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	$209,405	CurrentYearMinus3Amt
Current Year Minus2	$225,347	CurrentYearMinus2Amt
Current Year Minus1	$224,007	CurrentYearMinus1Amt
Current Year	$291,896	CurrentYearAmt
Total	$950,655	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

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$0	CurrentYearMinus3Amt
Total	$0	TotalAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE C, PART II-A, LINE 1B	FormAndLineReferenceDesc
Explanation	LOBBYING EXPENDITURES ARE FOR THE PURPOSE OF IDENTIFYING FUNDING OPPORTUNITIES AT THE FEDERAL AND STATE LEVEL TO SUPPORT EDUCATIONAL AND RESEARCH PROGRAMS AND TO DEVELOP STRATEGIC RESEARCH PARTNERSHIPS WITH GOVERNMENT ORGANIZATIONS.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$500,270,617	BeginningYearBalanceAmt
Contributions	$9,366,879	ContributionsAmt
Investment Earnings Or Losses	$21,649,079	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$8,986,726	GrantsOrScholarshipsAmt
Other Expenditures	$13,778,495	OtherExpendituresAmt
End Year Balance	$508,521,354	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$484,527,764	BeginningYearBalanceAmt
Contributions	$6,005,130	ContributionsAmt
Investment Earnings Or Losses	$33,375,177	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$9,616,870	GrantsOrScholarshipsAmt
Other Expenditures	$14,020,584	OtherExpendituresAmt
End Year Balance	$500,270,617	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$453,173,354	BeginningYearBalanceAmt
Contributions	$6,870,914	ContributionsAmt
Investment Earnings Or Losses	$48,215,959	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$9,804,243	GrantsOrScholarshipsAmt
Other Expenditures	$13,928,220	OtherExpendituresAmt
End Year Balance	$484,527,764	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$419,308,857	BeginningYearBalanceAmt
Contributions	$54,754,960	ContributionsAmt
Investment Earnings Or Losses	-$111,677	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$7,317,938	GrantsOrScholarshipsAmt
Other Expenditures	$13,460,848	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$453,173,354	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$416,207,100	BeginningYearBalanceAmt
Contributions	$16,935,708	ContributionsAmt
Investment Earnings Or Losses	$5,211,050	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$6,495,947	GrantsOrScholarshipsAmt
Other Expenditures	$12,549,054	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$419,308,857	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.39300	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.39300	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.21400	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$9,880,920	OtherCostOrOtherBasisAmt
Book Value	$9,880,920	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$493,900,460	OtherCostOrOtherBasisAmt
Depreciation	$206,937,014	DepreciationAmt
Book Value	$286,963,446	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$18,818,965	OtherCostOrOtherBasisAmt
Depreciation	$7,542,856	DepreciationAmt
Book Value	$11,276,109	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$106,092,384	OtherCostOrOtherBasisAmt
Depreciation	$68,108,826	DepreciationAmt
Book Value	$37,983,558	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$24,433,938	OtherCostOrOtherBasisAmt
Book Value	$24,433,938	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$370,537,971	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (5 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
EQUITY FUNDS	$145,580,097	F
FIXED INCOME FUNDS	$55,681,499	F
PRIVATE EQUITY FUNDS	$49,142,542	F
REAL ESTATE	$44,964,939	F
FIXED INCOME SECURITIES	$206,356	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$295,575,433	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
REFUNDABLE GOVERNMENT LOAN FUNDS	$9,492,506
SPLIT INTEREST AGREEMENTS	$7,860,798
INTEREST RATE AGREEMENTS	$7,798,731
FUNDS HELD FOR OTHERS	$4,289,255
ASSET RETIREMENT OBLIGATIONS	$1,831,356

Field	Value	IRS element (for citing)
Total Liability	$31,272,646	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PART III, LINE 1	DUE TO THE IMMATERIALITY OF THE UNIVERSITY'S COLLECTIONS OF ART OR HISTORICAL TREASURES, THESE ASSETS ARE NOT DISCLOSED IN THE FINANCIAL STATEMENTS.
SCHEDULE D, PART III, LINE 4	THE UNIVERSITY HOLDS A CHARLES DICKENS COLLECTION, A BERNARD BRENNER SCULPTURE COLLECTION, A RARE BOOK AND MANUSCRIPT COLLECTION, AS WELL AS OTHER WORKS OF ART. THESE PIECES ARE USED BY THE FACULTY TO FURTHER THEIR RESEARCH AND CURRICULUM.
SCHEDULE D, PART V, LINE 4	THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT THE PROGRAMS OF THE UNIVERSITY, INCLUDING SCHOLARSHIPS, FACULTY TEACHING AND RESEARCH, LIBRARY RESOURCES, AND MAINTENANCE. THE UNIVERSITY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ITS ENDOWMENT AND SIMILAR FUNDS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING FOR ITS PROGRAMS. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE UNIVERSITY RELIES ON A TOTAL RETURN APPROACH IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED GAINS) AND CURRENT YIELD. TO ACHIEVE ITS LONG-TERM OBJECTIVES WITHIN PRUDENT RISK PARAMETERS, THE UNIVERSITY TARGETS A DIVERSIFIED ASSET ALLOCATION. THE UNIVERSITY OBSERVES A SPENDING RULE WITH RESPECT TO TOTAL RETURN (INTEREST, DIVIDENDS, AND APPRECIATION) ON INVESTMENTS OF THE ENDOWMENTS AND SIMILAR FUNDS. UNDER THE SPENDING RULE, THE UNIVERSITY APPROPRIATED 4.7% OF ITS ENDOWMENT AND SIMILAR FUNDS' AVERAGE UNIT FAIR VALUE FOR THE PREVIOUS TWELVE QUARTERS, ONE YEAR REMOVED, FOR THE YEAR ENDED JUNE 30, 2019.
SCHEDULE D, PART X, LINE 2	THE UNIVERSITY IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. MANAGEMENT ANNUALLY REVIEWS FOR UNCERTAIN TAX POSITIONS ALONG WITH ANY RELATED INTEREST AND PENALTIES AND BELIEVES THAT THE UNIVERSITY HAS NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL ADVERSE EFFECT, INDIVIDUALLY OR IN THE AGGREGATE, UPON THE UNIVERSITY'S CONSOLIDATED STATEMENTS OF FINANCIAL POSITIONS, OR THE RELATED CONSOLIDATED STATEMENTS OF ACTIVITIES, OR CASH FLOWS.

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE E, PART I, LINE 3

THE UNIVERSITY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONALLY AND MAKES ITS ANTI-DISCRIMINATION POLICY KNOWN TO ALL SEGMENTS OF THE GENERAL COMMUNITY IT SERVES BY INCLUDING A STATEMENT ON ITS WEBSITE, AND IN ALL BROCHURES AND CATALOGS DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS. IT IS THE POLICY OF THE UNIVERSITY TO PROVIDE EACH QUALIFIED INDIVIDUAL - REGARDLESS OF RACE, SEX, AGE, COLOR, NATIONAL ORIGIN, RELIGION, GENETIC IDENTITY, DISABILITY, GENDER IDENTITY OR EXPRESSION, MARITAL OR PARENTAL STATUS, SEXUAL ORIENTATION, TRANSGENDER STATUS, VETERAN STATUS, OR ANY OTHER PROTECTED STATUS - THE OPPORTUNITY TO PARTICIPATE IN THE UNIVERSITY'S EDUCATIONAL AND EMPLOYMENT PROGRAMS AND ACTIVITIES IN A DISCRIMINATION AND HARASSMENT-FREE ENVIRONMENT, IN ACCORDANCE WITH STATE AND FEDERAL LAWS, INCLUDING TITLE VI OF THE CIVIL RIGHTS ACT OF 1964, SECTION 504 OF THE REHABILITATION ACT OF 1973, TITLE IX OF THE EDUCATION AMENDMENTS OF 1972, AND THE AGE DISCRIMINATION ACT OF 1975. FURTHERMORE, THE UNIVERSITY PROHIBITS AND WILL NOT TOLERATE UNLAWFUL DISCRIMINATION OR HARASSMENT. UNLAWFUL DISCRIMINATION OR HARASSMENT CONSISTS OF TREATING A PERSON DIFFERENTLY IN ANY UNIVERSITY PROGRAM OR ACTIVITY BASED ON THEIR RACE, SEX, AGE, COLOR, NATIONAL ORIGIN, RELIGION, GENETIC IDENTITY, DISABILITY, GENDER IDENTITY OR EXPRESSION, MARITAL OR PARENTAL STATUS, SEXUAL ORIENTATION, TRANSGENDER STATUS, VETERAN STATUS, OR ANY OTHER PROTECTED STATUS. THIS INCLUDES, FOR EXAMPLE, THE DISPLAY OR CIRCULATION OF WRITTEN OR ELECTRONIC MATERIALS OR PICTURES DEGRADING TO EITHER GENDER OR TO RACIAL, ETHNIC, OR RELIGIOUS GROUPS; AND VERBAL ABUSE OR INSULTS DIRECTED AT OR MADE IN THE PRESENCE OF MEMBERS OF A RACIAL, ETHNIC, OR MINORITY GROUP. THE UNIVERSITY PROHIBITS AND WILL NOT TOLERATE ANY FORM OF RETALIATION AGAINST PERSONS WHO HAVE COMPLAINED ABOUT, OR PARTICIPATED IN AN INVESTIGATION OF A COMPLAINT ABOUT, UNLAWFUL DISCRIMINATION OR HARASSMENT.

SCHEDULE E, PART I, LINE 6

THE UNIVERSITY RECEIVES FINANCIAL ASSISTANCE FROM THE U.S. GOVERNMENT IN THE FORM OF 34A TITLE IV AID.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (20 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	2	Program Services	See Part V	$264,799
East Asia and the Pacific	8	Program Services	See Part V	$719,413
Europe (Including Iceland and Greenland)	3	Program Services	See Part V	$974,496
Middle East and North Africa	1	Program Services	See Part V	$211,254
Russia and the Newly Independent States	1	Program Services	See Part V	$58,211
South America	2	Program Services	See Part V	$158,633
South Asia		Program Services	See Part V	$39,979
Sub-Saharan Africa	1	Program Services	See Part V	$251,731
Central America and the Caribbean		Investments		$56,809,820
Europe (Including Iceland and Greenland)		Investments		$4,142,304
North America		Program Services	see part V	$15,957
Europe (Including Iceland and Greenland)		Grantmaking		$458,770
East Asia and the Pacific		Grantmaking		$285,020
Sub-Saharan Africa		Grantmaking		$128,020
Central America and the Caribbean		Grantmaking		$116,990
South America		Grantmaking		$83,025
Middle East and North Africa		Grantmaking		$74,040
South Asia		Grantmaking		$42,645
Russia and the Newly Independent States		Grantmaking		$9,330
North America		Grantmaking		$67,527

Field	Value	IRS element (for citing)
Subtotal Employees	18	SubtotalEmployeesCnt
Total Employee	18	TotalEmployeeCnt
Subtotal Spent	$64,792,462	SubtotalSpentAmt
Continuation Spent	$119,502	ContinuationSpentAmt
Total Spent	$64,911,964	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

Field	Value	IRS element (for citing)
Region	North America	RegionTxt
Purpose Of Grant	Research	PurposeOfGrantTxt
Cash Grant	$67,527	CashGrantAmt
Manner Of Cash Disbursement	WIRE	MannerOfCashDisbursementTxt
Non Cash Assistance	$0	NonCashAssistanceAmt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
Scholarship	Europe (Including Iceland and Greenland)	134	$458,770	Credited
Scholarship	East Asia and the Pacific	85	$285,020	Credited
Scholarship	Sub-Saharan Africa	46	$128,020	Credited
Scholarship	Central America and the Caribbean	37	$116,990	Credited
Scholarship	South America	18	$83,025	Credited
Scholarship	Middle East and North Africa	24	$74,040	Credited
Scholarship	South Asia	17	$42,645	Credited
Scholarship	Russia and the Newly Independent States	3	$9,330	Credited

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE F, PART I, LINE 2	PROCEDURE FOR MONITORING USE OF GRANTS TO INDIVIDUALS THE UNIVERSITY REQUIRES ALL STUDENTS SEEKING NEED-BASED FINANCIAL AID AND SCHOLARSHIPS TO COMPLETE A CSS PROFILE AND THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) FORM. THE UNIVERSITY'S FINANCIAL AID STAFF ARE TRAINED IN THE REQUIREMENTS OF AWARDING TITLE IV FUNDS TO STUDENTS AND ARE REQUIRED TO ADHERE TO THESE REQUIREMENTS. THE UNIVERSITY ALSO UNDERGOES AN INDEPENDENT Uniform Guidance Single Audit TO ENSURE COMPLIANCE WITH THESE REQUIREMENTS. schedule F, Part I, Line 3, Column (F) Foreign expenditures are separately identified in the Institute's books and records.
SCHEDULE F, PART I, LINE 3	EUROPE (INCLUDING ICELAND AND GREENLAND) STUDENT PROJECTS IN ALBANIA, DENMARK, ENGLAND, FRANCE, GERMANY, GREECE, ICELAND, SWITZERLAND, AND ITALY FOCUS ON ENVIRONMENTAL, SOCIOECONOMIC, ARTISTIC, CULTURAL AND TECHNICAL CONCERNS SPECIFIC TO THE REGION. EAST ASIA AND THE PACIFIC STUDENT PROJECTS IN AUSTRALIA, CHINA, JAPAN, NEW ZEALAND AND THAILAND INVOLVE ADDRESSING PROBLEMS IMPORTANT TO THE LOCAL COMMUNITIES, INCLUDING SUSTAINABLE DEVELOPMENT, HEALTH AND HUMAN SERVICES AND ENVIRONMENTAL ISSUES. SUB-SAHARAN AFRICA STUDENT PROJECTS IN SOUTH AFRICA AND NAMIBIA FOCUS ON SUSTAINABLE DEVELOPMENT AND PUBLIC HEALTH. CENTRAL AMERICA AND THE CARIBBEAN STUDENT PROJECTS IN COSTA RICA AND PANAMA FOCUS ON ENVIRONMENTAL, SOCIOECONOMIC, CULTURAL AND TECHNICAL CONCERNS SPECIFIC TO THE REGION. MIDDLE EAST AND NORTH AFRICA STUDENT PROJECTS IN MOROCCO INVOLVE THE STUDY OF ISLAMIC HISTORY AND CULTURAL AND SOCIETAL ISSUES. STUDENT PROJECTS IN ISRAEL FOCUS ON TECHNOLOGICAL AND ENVIRONMENTAL ISSUES. STUDENT PROJECTS IN ARMENIA FOCUS ON TOURISM, CULTURAL ISSUES, AND PUBLIC POLICY. SOUTH AMERICA STUDENT PROJECTS IN PARAGUAY FOCUS ON POVERTY ELIMINATION EFFORTS. STUDENT PROJECTS IN ECUADOR FOCUS ON TRANSPORTATION, CULTURAL, SOCIOECONOMIC AND ENVIRONMENTAL ISSUES. RUSSIA AND NEIGHBORING STATES STUDENT PROJECTS IN RUSSIA HELP ADDRESS LOCAL PROBLEMS BY WORKING ON A VARIETY OF TECHNOLOGICAL, HUMAN RESOURCES, CULTURAL AND ENVIRONMENTAL PROJECTS. SOUTH ASIA STUDENT PROJECTS IN MANDI, INDIA INCLUDE COLLABORATIVE PROJECTS WITH THE INDIAN INSTITUTE OF TECHNOLOGY, A LEADER IN SCIENCE AND TECHNOLOGY EDUCATION, KNOWLEDGE, CREATION, AND INNOVATION FOR A SUSTAINABLE SOCIETY. OTHER PROJECTS INCLUDE ENGAGING COMMUNITY AGENCIES, LOCAL GOVERNMENTAL AGENCIES, AND NON-GOVERNMENTAL ORGANIZATIONS ON ISSUES PRIMARILY OF SUSTAINABILITY.
SCHEDULE F, PART III	SCHOLARSHIPS TO PARTICIPATE IN STUDENT PROJECTS OUTSIDE OF THE UNITED STATES ARE CREDITED TO THE STUDENTS' ACCOUNTS.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Agrmt Prof Fundraising Acty	Yes (true)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Field	Value	IRS element (for citing)
Person	BentzWhaleyFlessner Assoc	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	7251 Ohms Lane	AddressLine1Txt
City	Minneapolis	CityNm
State Abbreviation	MN	StateAbbreviationCd
ZIP	55439	ZIPCd

Field	Value	IRS element (for citing)
Activity	Campaign	ActivityTxt
Fundraiser Control Of Funds	false	FundraiserControlOfFundsInd
Retained By Contractor	$134,677	RetainedByContractorAmt

Field	Value	IRS element (for citing)
Total Retained By Contractors	$134,677	TotalRetainedByContractorsAmt
Licensed States	MA	LicensedStatesCd

Gaming Information GamingInformationGrp

Field	Value	IRS element (for citing)
Gross Revenue Other Gaming	$22,800	GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming	$1,800	CashPrizesOtherGamingAmt
Oth Direct Expnss Other Gaming	$1,274	OthDirectExpnssOtherGamingAmt
Volunteer Labor Other Gaming	Yes (true)	VolunteerLaborOtherGamingInd
Volunteer Labor Other Gaming	1.00000	VolunteerLaborOtherGamingPct
Gross Revenue Total Gaming	$22,800	GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming	$1,800	CashPrizesTotalGamingAmt
Oth Direct Expnss Total Gaming	$1,274	OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming	$3,074	DirectExpenseSummaryGamingAmt
Net Gaming Income Summary	$19,726	NetGamingIncomeSummaryAmt

Field	Value	IRS element (for citing)
States Where Gaming Conducted	MA	StatesWhereGamingConductedCd
Licensed	Yes (true)	LicensedInd
License Suspended Etc	false	LicenseSuspendedEtcInd
Gaming With Nonmembers	false	GamingWithNonmembersInd
Member Of Other Entity	false	MemberOfOtherEntityInd
Gaming Own Facility	1.00000	GamingOwnFacilityPct
Individual With Books	Wendy Walsh Assistant Athletic Dir	IndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 Institute Road	AddressLine1Txt
City	Worcester	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01609	ZIPCd

Field	Value	IRS element (for citing)
Cntrct With3rd Prty For Game Rev	false	CntrctWith3rdPrtyForGameRevInd
Gaming Manager Person	Wendy Walsh	GamingManagerPersonNm
Gaming Manager Compensation	$0	GamingManagerCompensationAmt
Gaming Manager Services Prov	RESPONSIBLE FOR OVERSEEING RAFFLE	GamingManagerServicesProvTxt
Gaming Manager Is Employee	Yes (X)	GamingManagerIsEmployeeInd
Charitable Distribution Rqr	false	CharitableDistributionRqrInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE G, PART III, LINE 16	FormAndLineReferenceDesc
Explanation	WPI HELD RAFFLES ASSOCIATED WITH ATHLETIC EVENTS DURING THE YEAR. THE ASSISTANT ATHLETIC DIRECTOR IN CHARGE OF OVERSEEING THE RAFFLES AND COLLECTING MONEY. SHE IS NOT COMPENSATED SEPARATELY FOR THAT JOB RESPONSIBILITY; SHE UNDERTAKES THIS ROLE AS PART OF HER ORDINARY JOB.	ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (28 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt	IRC SectionIRCSectionDesc
A123 Systems LLC
39000 Seven Mile Road	Livonia	MI	48152	611247430	$75,483	$0	Research
Acoustic MedSystems Inc
208 Burwash Ave	Savoy	IL	61874	371365835	$195,682	$0	Research
Albany Medical Center
47 New Scotland Avenue	Albany	NY	12208	141641730	$56,201	$0	Research	501(c)(3)
ASSISTments Foundation
100 Grove St ste 117	Worcester	MA	01605	844228740	$72,050	$0	Research	501(c)(3)
Battery Resources
54 Rockdale Street	Worcester	MA	01606	822222893	$49,953	$0	Research
California Baptist University
8432 Magnolia Ave	Riverside	CA	92504	951890710	$17,728	$0	Research	501(c)(3)
College of the Holy Cross
1 College Street	Worcester	MA	01610	042103558	$47,893	$0	Research	501(c)(3)
Curators of the University of Missouri
118 University Hall	Columbia	MO	65211	436003859	$16,354	$0	Research	Gov't
Dartmouth College
11 Rope Ferry Road 6210	Hanover	NH	03755	020222111	$7,424	$0	Research	501(c)(3)
Energy Research Company
400 Leland Avenue	Plainfield	NJ	07062	223329891	$10,303	$0	Research
Framingham State University
100 State Street	Framingham	MA	01701	046002284	$19,443	$0	education	Gov't
General Electric Company
5 Necco Street	Boston	MA	02210	140689340	$95,172	$0	Research
John Jay College of Criminal Justice
524 W 59th Street	New York	NY	10019	131988190	$25,799	$0	Research	501(c)(3)
Lesley University
29 Everett Street	Cambridge	MA	02138	042103589	$46,114	$0	Research	501(c)(3)
Massachusetts Materials Technologies
167 Prospect Street	Waltham	MA	02453	465654253	$22,940	$0	Research
NJ Center for Teaching & Leaning
115 Franklin Turnpike 203	Mahwah	NJ	07430	770667571	$14,400	$0	education	501(c)(3)
Pennsylvania University
408 Old Main	University Park	PA	16802	246000376	$128,615	$0	Research	Gov't
Regents of the Univ of Calif Irvine
111 FRANKLIN ST 6TH FL	OAKLAND	CA	94607	952226406	$278,863	$0	Research	501(c)(3)
Simbex
10 Water St Ste 410	Lebanon	NH	03766	582551796	$13,834	$0	Research
Teaching with Data LLC
20 Hapgood Way	Shrewsbury	MA	01545	463518829	$92,941	$0	Research
The Rector and Visitors Univ of Virginia
210 Sprigg Ln	Charlottesville	VA	22903	546001796	$8,943	$0	Research	501(c)(3)
University of Connecticut Health Center
263 Farmington Ave	Farmington	CT	06030	066000798	$124,575	$0	Research	501(c)(3)
University of Indiana
107 S Indiana Ave	Bloomington	IN	47405	356001673	$274,937	$0	Research	Gov't
Univ of Louisville Research Foundation
300 E Market St 300	Louisville	KY	40202	611029626	$64,679	$0	Research	501(c)(3)
University of Mass Medical School
55 Lake Ave North	Worcester	MA	01655	043167352	$121,933	$0	Research	Gov't
University of Massachusetts Amherst
100 Venture Way	Hadley	MA	01035	043167352	$477,276	$0	Research	Gov't
Westat Inc
20 University Road	Cambridge	MA	02138	840529566	$18,275	$0	Research
Western Washington University
516 High Street	Bellingham	WA	98228	916001089	$16,496	$0	Research	Gov't

Field	Value	IRS element (for citing)
Total501c3 Org	19	Total501c3OrgCnt
Total Other Org	9	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIPS	GrantTypeTxt
Recipient	4428	RecipientCnt
Cash Grant	$89,521,222	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	PROCEDURE FOR MONITORING USE OF GRANTS TO ORGANIZATIONS THE UNIVERSITY ACTIVELY MONITORS ALL FEDERALLY SPONSORED RESEARCH GRANTS THROUGH BOTH ITS OFFICE OF SPONSORED PROGRAMS (OSP) AND ITS SPONSORED PROGRAMS ACCOUNTING OFFICE (SPA). OSP IS RESPONSIBLE FOR MONITORING PRE-AWARD ACTIVITIES AND CERTAIN POST-AWARD ACTIVITIES, SUCH AS HUMAN SUBJECT PARTICIPATION GUIDELINES, ANIMAL RESEARCH GUIDELINES AND EXPORT RESTRICTIONS, AMONG OTHERS. SPA MONITORS ALL POST-AWARD FINANCIAL ACTIVITY, INCLUDING ALLOWABILITY OF COSTS AND PREPARATION AND SUBMISSION OF FEDERAL AGENCY REPORTS ON GRANTS. PROCEDURE FOR MONITORING USE OF GRANTS TO INDIVIDUALS THE UNIVERSITY REQUIRES ALL STUDENTS SEEKING NEED-BASED FINANCIAL AID AND SCHOLARSHIPS TO COMPLETE THE CSS PROFILE AND THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) FORM. THE UNIVERSITY'S FINANCIAL AID STAFF ARE TRAINED IN THE REQUIREMENTS OF AWARDING TITLE IV FUNDS TO STUDENTS AND ARE REQUIRED TO ADHERE TO THESE REQUIREMENTS. THE UNIVERSITY ALSO UNDERGOES AN INDEPENDENT Uniform Guidance Single Audit TO ENSURE COMPLIANCE WITH THESE REQUIREMENTS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Travel For Companions	Yes (X)	TravelForCompanionsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 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
Laurie Leshin
President	$843,247	$0	$143,750	$0	$690	$0	$182,125	$0	$129,691	$0	$1,299,503	$0	$0	$0
Jeffrey Solomon
TREASURER, EXECUTIVE VP & CFO	$434,430	$0	$82,922	$0	$1,290	$0	$91,870	$0	$26,968	$0	$637,480	$0	$62,810	$0
David Bunis
SECRETARY & GENERAL COUNSEL	$404,023	$0	$0	$0	$1,290	$0	$92,020	$0	$4,695	$0	$502,028	$0	$0	$0
Patrick Hitchcock
Assoc Treasurer & Controller	$141,400	$0	$10,000	$0	$224	$0	$6,545	$0	$812	$0	$158,981	$0	$0	$0
Jean King
Dean of Arts & Sciences	$334,335	$0	$0	$0	$1,980	$0	$30,250	$0	$22,589	$0	$389,154	$0	$0	$0
Bruce Bursten
Provost, SVP, Acad Affairs	$397,791	$0	$0	$0	$1,980	$0	$30,250	$0	$9,629	$0	$439,650	$0	$0	$0
Philip Clay
VP Student Affairs	$227,294	$0	$0	$0	$1,290	$0	$52,300	$0	$9,750	$0	$290,634	$0	$0	$0
Stephen Flavin
VP Academic & Corporate Dev	$384,323	$0	$67,294	$0	$690	$0	$81,480	$0	$75,328	$0	$609,115	$0	$50,650	$0
William McAvoy
VP University Advancement	$334,459	$0	$58,618	$0	$1,980	$0	$78,430	$0	$24,468	$0	$497,955	$0	$42,149	$0
Kristin Tichenor
SVP Enrollment Management	$341,418	$0	$65,633	$0	$690	$0	$44,932	$0	$73,841	$0	$526,514	$0	$50,045	$0
Amy Morton
VP and Chief of Staff	$224,776	$0	$0	$0	$690	$0	$52,135	$0	$19,525	$0	$297,126	$0	$0	$0
Michelle Jones-Johnson
VP FOR TALENT DEVELOPMENT/CDO	$253,541	$0	$0	$0	$690	$0	$54,210	$0	$24,101	$0	$332,542	$0	$0	$0
Karen Oates
Prof Biology & Biotechnology	$331,102	$0	$0	$0	$3,410	$0	$30,250	$0	$9,629	$0	$374,391	$0	$0	$0
Michael Ginzberg
Dean Foisie Business School	$402,116	$0	$0	$0	$5,531	$0	$30,250	$0	$22,582	$0	$460,479	$0	$0	$0
Diran Apelian
Prof Mechanical Engineering	$365,149	$0	$0	$0	$5,531	$0	$30,250	$0	$28,630	$0	$429,560	$0	$0	$0
Stephanie Pasha
Former AVP & Chief of Staff	$137,357	$0	$0	$0	$412	$0	$15,332	$0	$8,555	$0	$161,656	$0	$0	$0
Winston Soboyejo
Interim Provost	$280,675	$0	$0	$0	$518	$0	$40,669	$0	$24,468	$0	$346,330	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1A	THE UNIVERSITY HAS PROVIDED THESE BENEFITS PER WRITTEN POLICIES AFTER FULL SUBSTANTIATION OF THE ITEMS. THE FOLLOWING AMOUNTS ARE NOT INCLUDED IN COMPENSATION TAXABLE TO THE EMPLOYEE: LAURIE LESHIN: THE PRESIDENT MAY FLY FIRST CLASS OR BUSINESS CLASS FOR TRAVEL IN EXCESS OF 3 HOURS. COMPANION TRAVEL IS ALLOWED FOR BONA FIDE BUSINESS PURPOSES INCLUDING DEVELOPMENT EVENTS OR UNIVERSITY RELATED ACTIVITIES. THE UNIVERSITY PROVIDES HOUSING ON CAMPUS AS A CONDITION OF HER EMPLOYMENT AND FOR THE CONVENIENCE OF THE UNIVERSITY, INCLUDING HOUSEKEEPING TO MAINTAIN THE APPEARANCE OF THE RESIDENCE FOR UNIVERSITY FUNCTIONS.
SCHEDULE J, PART I, LINE 4	LINE 4A - THE PRESIDENT'S EMPLOYMENT CONTRACT INCLUDES A SEVERANCE PROVISION THAT PROVIDES TWELVE MONTHS OF BASE SALARY, PLUS A PRORATED PERFORMANCE INCENTIVE, SUBJECT TO THE RECOMMENDATION OF THE LEADERSHIP DEVELOPMENT AND EXECUTIVE COMPENSATION COMMITTEE, FOR THE YEAR IN WHICH TERMINATION OCCURS. LINE 4B - THE FOLLOWING EXCESS RETIREMENT CONTRIBUTIONS (REPORTED IN SCHEDULE J, PART II, COLUMN (C) WERE EARNED IN CALENDAR YEAR 2018 AND SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE UNTIL 6/30/21: (A) JEFFREY SOLOMON: $17,820; (B) STEPHEN FLAVIN: $12,430; (C) KRISTIN TICHENOR: $7,700 (D) WILLIAM MCAVOY: $7,260; (E) LAURIE LESHIN $55,000; AND (F) DAVID BUNIS: $13,970.
SCHEDULE J, PART I, LINE 7	THE COMPENSATION COMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES HAS A PAY-FOR-PERFORMANCE COMPENSATION PHILOSOPHY IN DETERMINING EXECUTIVE COMPENSATION. A PLAN THAT IS PART OF THE PHILOSOPHY IS THE "VP RETENTION PLAN". EACH YEAR, A VICE PRESIDENT MAY EARN UP TO 12.5% OF SALARY AND EXCESS RETIREMENT CONTRIBUTIONS, SUBJECT TO A THREE YEAR RISK OF FORFEITURE. THESE AMOUNTS ARE ALL NON-FIXED PAYMENTS. VP INCENTIVES EARNED DURING CALENDAR YEAR 2018 ARE INCLUDED IN DEFERRED COMPENSATION AS FOLLOWS: (A) JEFFREY SOLOMON: $43,800; (B) STEPHEN FLAVIN: 38,800; (C) KRISTIN TICHENOR: $10,350; (D) WILLIAM MCAVOY: $40,920; (E) PHILIP CLAY: $27,000; (F) LAURIE LESHIN: $96,875; (G) AMY MORTON: $27,000; (H) MICHELLE JONES-JOHNSON: $25,500; (I) AND DAVID BUNIS: $48,240 . ANY ADDITIONAL AMOUNTS FOR EXCESS RETIREMENT CONTRIBUTIONS ARE DISCLOSED ON SCHEDULE J, PART I, LINE 4B. Senior leadership is eligible for performance-based pay. The payment of a performance bonus is dependent upon achievement of defined goals and objectives, approved by the President and Compensation Committee. The President may receive a performance-based incentive subject to the terms and provisions listed in her contract.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
Massachusetts Development Finance Agency
A	043431814	57583RTX3	2008-04-09	$48,995,000	Refunding of series 2003&2005	false	false	false
Massachusetts Development Finance Agency
B	043431814	57583UST6	2012-10-30	$43,369,451	const. of dorm/other renovations	false	false	false
Massachusetts Development Finance Agency
C	043431814		2014-08-28	$4,622,000	RENOVATIONS OF EXISTING FACILITIES	false	false	false
Massachusetts Development Finance Agency
D	043431814	57584XPK1	2016-06-21	$49,030,491	REFUNDING OF SERIES 2007 BONDS	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$8,510,000	$0	$48,995,000	$0	$0	$0	$325,962	$19,038	$0	$0	$48,650,000	$0	2008	Yes (true)	false	Yes (true)	Yes (true)
B	$0	$0	$43,372,717	$0	$1,360,189	$0	$530,536	$0	$0	$41,481,992	$0	$0	2015	false	false	Yes (true)	Yes (true)
C	$742,300	$0	$4,622,000	$0	$0	$0	$61,330	$0	$0	$4,560,670	$0	$0	2016	false	false	Yes (true)	Yes (true)
D	$0	$0	$49,030,491	$0	$0	$0	$471,314	$0	$0	$0	$48,559,177	$0	2016	false	Yes (true)	false	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd	Total Private Business UseTotalPrivateBusinessUsePct
A	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0	false	false	false	Yes (true)
B	false	false	false		false		0	false	false	false	Yes (true)
C	false	false	false		false		0	false	false	false	Yes (true)
D	false	Yes (true)	Yes (true)	Yes (true)	false		0.00300	false	false	false	Yes (true)	0.00300

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Term Of HedgeTermOfHedgePct	Hedge TerminatedHedgeTerminatedInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
Deutsche & Barclays
A	false	false	Yes (true)	false	Yes (true)	Yes (true)	20.	false	false	0	false	Yes (true)
0
B	false	false	false	Yes (true)	false	false			false	0	false	Yes (true)
0
C	false	Yes (true)	false	false	false	false			false	0	false	Yes (true)
0
D	false	Yes (true)	false	false	false	false			false	0	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)
D	Yes (true)

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE K, PART I, COLUMN F	BOND ISSUE A (SERIES 2008A) WAS USED TO REFUND SERIES 2003 AND 2005 WHICH WERE ISSUED JULY 20, 2003 AND AUGUST 3, 2005, RESPECTIVELY. BOND ISSUE D (SERIES 2016) WAS USED TO REFUND SERIES 2007 WHICH WAS ISSUED JUNE 28, 2007. Bond Issue A (Series 2017A) was used to refund a portion of Series 2007, which was issued June 28, 2007, that was allocated to refund Series 1997-I, which was issued on March 20, 1997. Bond Issue B (Series 2017B) was used to refund Series 2010 which was issued January 27, 2010.
SCHEDULE K, PART II, LINE 3	FOR BOND ISSUE B (SERIES 2012), TOTAL PROCEEDS OF ISSUE INCLUDE INVESTMENT EARNINGS OF $3,267. For Bond Issue B (Series 2017B), total proceeds of issue include investment earnings of 1,345,180.
SCHEDULE K, PART IV, LINE 2C	FOR BOND ISSUE A (SERIES 2008A), A REBATE CALCULATION WAS PERFORMED ON 8/31/18.

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Field	Value	IRS element (for citing)
Person	NA	PersonNm
Relationship With Org	N/A	RelationshipWithOrgTxt
Cash Grant	$16,500	CashGrantAmt
Type Of Assistance	Scholarship	TypeOfAssistanceTxt
Assistance Purpose	merit	AssistancePurposeTxt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE L, PART III, LINE 1	FormAndLineReferenceDesc
Explanation	On occasion, the college may grant merit scholarships to students who are the children of trustees. The college ensures the grant(s) are awarded based on merit to eligible students, who meet the required academic standing requirements. The applicable trustee does not have any influence over the decision making process for awarding the scholarship.	ExplanationTxt

Schedule M IRS990ScheduleM

Field	Value	IRS element (for citing)
Works Of Art		WorksOfArtGrp
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	34	ContributionCnt
Noncash Contributions Rpt F990	$1,411,423	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Fair Market Value	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	3	ContributionCnt
Noncash Contributions Rpt F990	$351,833	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Fair Market Value	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	supplies and Equipment	Desc
Contribution	27	ContributionCnt
Noncash Contributions Rpt F990	$194,585	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Fair Market Value	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule M, Part I	FormAndLineReferenceDesc
Explanation	The number of contributions is disclosed in Column B.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 20	THE UNIVERSITY IS FILING FORM 990 BASED ON ITS CONSOLIDATED FINANCIAL STATEMENT NUMBERS. UNIVERSITY FEELS THIS IS MORE TRANSPARENT TO THE PUBLIC AND GIVES MORE ACCURATE INFORMATION ON ITS OPERATIONS AS OPPOSED TO CARVING OUT ITS SUBSIDIARY INFORMATION. WHILE INCLUDED ON THIS 990, THE ACTIVITY OF WASHBURN PARK INC., A SEPARATE 501(C)(3) ORGANIZATION WHICH ALSO FILED FORM 990 FOR THE YEAR ENDED JUNE 30, 2019. FOR THE FISCAL YEAR ENDED JUNE 30, 2019, WASHBURN PARK INC HAD NET ASSETS OF $30,932,723; REVENUE OF $848,703; AND EXPENSES OF $2,480,217.
FORM 990, PART III, LINE 1 (CONTINUED)	THIS EDUCATIONAL PROCESS IS TRUE TO THE FOUNDERS' DIRECTIVE TO CREATE, TO DISCOVER, AND TO CONVEY KNOWLEDGE AT THE FRONTIERS OF ACADEMIC INQUIRY FOR THE BETTERMENT OF SOCIETY. KNOWLEDGE IS CREATED AND DISCOVERED IN THE SCHOLARLY ACTIVITIES OF FACULTY AND STUDENTS RANGING ACROSS EDUCATIONAL METHODOLOGY, PROFESSIONAL PRACTICE, AND BASIC RESEARCH. KNOWLEDGE IS CONVEYED THROUGH SCHOLARLY PUBLICATION AND INSTRUCTION. (HTTP://WWW.WPI.EDU/ABOUT/MISSION.HTML) FORM 990, PART V, LINE 1A: THE 6,836 REPORTED ON THIS LINE includes THE FOLLOWING: 1098-T'S: 6,130 1099 MISC: 700 1099-K's: 6
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 WAS PREPARED BY TAX ADVISORS FROM A NATIONAL ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S MANAGEMENT. MANAGEMENT REVIEWS THE COMPLETED FORM 990 WITH THE TAX ADVISORS AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. AFTER APPROVAL BY THE AUDIT COMMITTEE, MANAGEMENT PROVIDES THE FORM TO ALL TRUSTEES FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C	AS PART OF THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, ALL UNIVERSITY TRUSTEES, OFFICERS, AND KEY EMPLOYEES (AS DEFINED UNDER IRS RULES) ARE REQUIRED TO SUBMIT ANNUALLY A CONFLICT OF INTEREST DISCLOSURE STATEMENT, IN WHICH THEY AFFIRM THAT THEY: (A) HAVE RECEIVED A COPY OF THE UNIVERSITY CONFLICT OF INTEREST POLICY; (B) HAVE READ AND UNDERSTOOD THE POLICY; (C) AGREE TO COMPLY WITH THE POLICY AND; (D) UNDERSTAND THAT THE UNIVERSITY, AS A TAX-EXEMPT ORGANIZATION, MUST RESTRICT ITS ACTIVITIES PRIMARILY TO THOSE FOR WHICH ITS TAX-EXEMPT STATUS WAS GRANTED. ADDITIONALLY, AS PART OF THE ANNUAL DISCLOSURE STATEMENT PROCESS, TRUSTEES, OFFICERS AND KEY EMPLOYEES OF THE UNIVERSITY ARE ASKED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST AND ANY SIGNIFICANT FINANCIAL INTEREST WITH THE UNIVERSITY OR ANY UNIVERSITY-RELATED ENTITY. ALL ANNUAL DISCLOSURE STATEMENTS ARE SUBMITTED TO THE OFFICE OF THE GENERAL COUNSEL, WHICH REVIEWS THEM, CONSOLIDATES THE COMMENTS AND PRESENTS A REPORT TO THE AUDIT COMMITTEE. UPON RECEIPT OFTHE REPORT, THE AUDIT COMMITTEE REVIEWS THE FINDINGS AND TAKES ANY NECESSARY AND APPROPRIATE ACTION. THE AUDIT COMMITTEE THEN REPORTS TO THE BOARD OF TRUSTEES ON THE FINDINGS AND ANY ACTIONS TAKEN BY THE COMMITTEE. ANY TRUSTEE WITH A CONFLICT OF INTEREST RECUSES HIMSELF OR HERSELF FROM ANY BOARD OR COMMITTEE DECISIONS RELATED TO THAT CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15	THE PROCESS FOR DETERMINING COMPENSATION FOR THE UNIVERSITY'S PRESIDENT AND OTHER TOP MANAGEMENT IS MODELED AFTER THE REQUIREMENTS IN FEDERAL REGULATIONS 53.4958-6(A), REBUTTABLE PRESUMPTION THAT A TRANSACTION IS NOT AN EXCESS BENEFIT TRANSACTION, TO ESTABLISH THE PRESUMPTION OF REASONABLE COMPENSATION. COMPENSATION IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES COMPRISED OF INDEPENDENT PERSONS. BY ENGAGING AN INDEPENDENT COMPENSATION CONSULTANT, THE COMMITTEE CONSIDERS COMPARABLE MARKET DATA FROM PUBLISHED SURVEYS AND FEDERAL FORM 990S OF COMPARABLE ORGANIZATIONS IN EVALUATING THE COMPENSATION FOR EACH INDIVIDUAL. THE COMMITTEE CONDUCTS A REVIEW OF THIS COMPARABILITY DATA, SETS COMPENSATION WITHIN A RANGE OF COMPARABLE ORGANIZATIONS, AND DOCUMENTS ITS DELIBERATION AND DISCUSSION IN MINUTES THAT ARE RETAINED WITH THE OTHER GOVERNANCE MATERIALS OF THE UNIVERSITY.
FORM 990, PART VI, SECTION C, LINE 19	THE UNIVERSITY MAINTAINS COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ON ITS WEBSITE (WWW.WPI.EDU). Form 990, Part VII, Section A PHILIP CLAY AND MICHELLE JONES-JOHNSON WERE REPORTED AS KEY EMPLOYEES ON THE FORM 990 FOR TAX YEAR ENDED JUNE 30, 2018. THESE INDIVIDUALS continue to be EMPLOYEES OF WPI, HOWEVER THESE POSITIONS NO LONGER MEET THE KEY EMPLOYEE DEFINITION FOR TAX YEAR ENDED JUNE 30, 2019. THEREFORE, THEY ARE REPORTED AS FORMER KEY EMPLOYEES.
FORM 990, PART XI, LINE 9	NET UNREALIZED GAIN ON BENEFICIAL INTEREST IN TRUSTS $354,170 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -$231,366 NET UNREALIZED GAIN ON SWAPS -$2,689,746 _________________________________________________________________ TOTAL -$2,566,942

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Gateway Park LLC
100 Institute Road	Worcester	MA	01609	043494779	Real Est. Dev	MA	$618,572	$8,590,000	WPI
Lancaster Island LLC
100 Institute Road	Worcester	MA	01609	001108846	Real Est. Dev	MA	$0	$0	Washburn Par
Sagamore Grove LLC
101 Institute Road	Worcester	MA	01610	001283201	Real Est.	MA	$0	$2,731,965	Washburn Par

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
Washburn Park Inc
100 Institute Road	Worcester	MA	01609	271189816	Infrastructur	MA	501(c)(3)	Line 10	WPI	Yes (true)
Assistments Foundation
100 Grove St ste 117	worcester	MA	01605	844228740	Education	MA	501(c)(3)	12, Type 1	WPI	Yes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	Charitable Remainder Trusts (29)	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 Institute Road	AddressLine1Txt
City	Worcester	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01609	ZIPCd

Field	Value	IRS element (for citing)
Primary Activities	CHARITABLE TRUSTS	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

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

Field	Value	IRS element (for citing)
Entity Type	Trust	EntityTypeTxt
Controlled Organization	Yes (true)	ControlledOrganizationInd

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

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
WASHBURN PARK INC
D	$9,985,305	COST
WASHBURN PARK INC
k	$450,636	FMV