2019-04-12T16:30:06-05:00 2018-05-31 420714325 RSM US LLP 80 CITY SQUARE BOSTON MA 02129 990 2017-06-01 042105776 ASSUMPTION COLLEGE ASSU 5087677000 500 SALISBURY STREET WORCESTER MA 016091296 PETER WELLS VP FINANCE & ADMIN./TREASURER 5087677000 2019-04-12 1 LYNNE JOHNSON P00757336 6179129000 X 66.98.98.9 2019-04-12 15:36:15 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 FA8236F5EC0939B3CFBB635980B74240BDBEF1E3 2017 2019-02-21 02:37:17Z FRANCESCO CESAREO 500 SALISBURY STREET WORCESTER MA 016091296 148745888 0 X WWW.ASSUMPTION.EDU X 1904 MA HIGHER EDUCATION OF MEN AND WOMEN. ASSUMPTION COLLEGE STRIVES TO FORM GRADUATES KNOWN FOR CRITICAL INTELLIGENCE, THOUGHTFUL CITIZENSHIP AND COMPASSIONATE SERVICE. 27 26 1361 140 13547 -4089 11368905 5956679 98926138 98391950 5195909 6652182 3417007 1814369 118907959 112815180 40530307 41032483 0 0 40893977 38373496 16739 26046 1657932 26851478 29785228 108292501 109217253 10615458 3597927 237044673 241185742 64261530 61037046 172783143 180148696 X ASSUMPTION COLLEGE, A CATHOLIC INSTITUTION SPONSORED BY THE AUGUSTINIANS OF THE ASSUMPTION AND ROOTED IN THE CATHOLIC INTELLECTUAL TRADITION, STRIVES TO FORM GRADUATES KNOWN FOR CRITICAL INTELLIGENCE, THOUGHTFUL CITIZENSHIP AND COMPASSIONATE SERVICE. WE PURSUE THESE AMBITIOUS GOALS THROUGH A CURRICULUM GROUNDED IN THE LIBERAL ARTS AND EXTENDING TO THE DOMAIN OF PROFESSIONAL STUDIES. ENLIVENED BY THE CATHOLIC AFFIRMATION OF THE HARMONY OF FAITH AND REASON, WE AIM, BY THE PURSUIT OF THE TRUTH, TO TRANSFORM THE MINDS AND HEARTS OF STUDENTS. ASSUMPTION FAVORS DIVERSITY AND ECUMENICALLY WELCOMES ALL WHO SHARE ITS GOALS. 0 0 77225274 41032483 79838460 HIGHER EDUCATION TUITION: PROVIDES COLLEGE DEGREE PROGRAMS AT THE UNDERGRADUATE AND GRADUATE LEVEL. THE COLLEGE AWARDED A TOTAL OF 625 DEGREES AT OUR COMMENCEMENT HELD IN MAY 2018. 443 BACHELOR OF ARTS DEGREES: 149 GRADUATE DEGREES: 33 DEGREES FROM THE CONTINUING AND CAREER EDUCATION DIVISION. 12923804 13628106 AUX. ENTERPRISES: PROVIDE ON CAMPUS HOUSING TO APPROXIMATELY 1,800 STUDENTS. 7730678 6721146 AUX. ENTERPRISES: PROVIDE BOARD, BOOKS ETC TO APPROXIMATELY 2,000 STUDENTS. 97879756 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 1 1 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 197 0 1 1361 1 1 1 1 IT 0 0 0 1 1 0 0 0 0 X 27 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X PETER WELLS 5087677350 500 SALISBURY STREET WORCESTER MA 016091296 LAURE AUBUCHON TRUSTEE 2.00 X 0 0 0 JOHN BARNOSKY TRUSTEE 2.00 X 0 0 0 FRANCIS BEDARD TRUSTEE 2.00 X 0 0 0 RICHARD BURKE JR TRUSTEE 2.00 X 0 0 0 REV ALEX A CASTRO TRUSTEE 2.00 X 0 0 0 MAJOR GENERAL RETIRED ROBERT G CATALANOTTI, TRUSTEE 2.00 X 0 0 0 CAROLYN M CLANCY TRUSTEE 2.00 X 0 0 0 MICHELE D'AMOUR TRUSTEE 2.00 X 0 0 0 MATTHEW P DOYLE TRUSTEE 2.00 X 0 0 0 REV DENNIS GALLAGHER TRUSTEE 2.00 X 0 0 0 ROBERT GRAY JR TRUSTEE 2.00 X 0 0 0 REV ROLAND GUILMAIN TRUSTEE 2.00 X 0 0 0 ALISON C KENARY TRUSTEE 2.00 X 0 0 0 ROBERT LONGDEN PARTNER 2.00 X 0 0 0 HARRIS MACNEILL TRUSTEE 2.00 X 0 0 0 LILLIAM MILLER TRUSTEE 2.00 X 0 0 0 RALPH PEARSON PHD TRUSTEE 2.00 X 0 0 0 REV MARCEL POIRIER TRUSTEE 2.00 X 0 0 0 REV PETER PRECOURT TRUSTEE 2.00 X 0 0 0 CANDACE RACE TRUSTEE 2.00 X 0 0 0 BRO DIDIER REMIOT TRUSTEE 2.00 X 0 0 0 REV EDWARD SHATOV TRUSTEE 2.00 X 0 0 0 MICHAEL D SLEEPER TRUSTEE 2.00 X 0 0 0 JOSEPH SPILLANE TRUSTEE 2.00 X 0 0 0 MICHAEL T SULLIVAN TRUSTEE 2.00 X 0 0 0 SR CLARE TERESA TJADER TRUSTEE 2.00 X 0 0 0 FRANCESCO CESAREO PRESIDENT 40.00 X X 363616 0 124603 TIMOTHY STANTON VICE PRESIDENT 40.00 X 229341 0 65532 LOUISE CARROLL KEELEY VICE PRESIDENT 40.00 X 202513 0 29348 EVAN LIPP VICE PRESIDENT 40.00 X 188849 0 43239 PETER WELLS TREASURER, VP FINANCE & ADMIN. 40.00 X 184437 0 41471 CATHERINE WOODBROOKS VICE PRESIDENT 40.00 X 161140 0 26981 MICHAEL RUBINO SECRETARY TO BOARD 28.00 X 79061 0 31896 MICHAEL GUILFOYLE EXECUTIVE DIRECTOR 40.00 X 151681 0 13704 JOSEPH MORRISON ASSISTANT PROVOST 40.00 X 138858 0 34773 NICHOLAS SMITH ATHLETIC DIRECTOR 40.00 X 136652 0 11214 DAWN THISTLE EXECUTIVE DIRECTOR (UNTIL 8/25/17) 40.00 X 146908 0 30966 LEONARD DOERFLER PROFESSOR 40.00 X 135683 0 32206 TODD DERDERIAN DIRECTOR OF BUSINESS SERVICES 40.00 X 123027 0 34525 2241766 0 520458 31 0 1 0 BODWITCH & DEWEY 311 MAIN STREET WORCESTER MA 01608 LEGAL 217313 FIDUCIARY INVESTMENT ADVISORS 100 NORTHFIELD DRIVE WINDSOR CT 06095 INVESTMENT SERVICES 109577 RSM US LLP 80 CITY SQUARE BOSTON MA 021293742 ACCOUNTING & TAX SERVICES 104984 3 62408 3532939 2361332 144648 5956679 TUITION AND FEES 611310 78042698 78042698 AUXILIARY 611310 20349252 20335705 13547 98391950 3341947 3341947 39200954 35890719 3310235 3310235 3310235 44463 62408 39989 4474 4474 ATHLETIC PROGRAMS 611310 884624 884624 EXTRACURRICULAR ACTIVITIES 611310 237971 237971 CHAPEL 900099 102649 102649 584651 584651 1809895 112815180 100188298 13547 6656656 41032483 41032483 1830264 1244580 462562 123122 27273261 23182271 3559022 531968 2066233 1546633 464298 55302 5394152 4585029 651175 157948 1809586 1538148 232220 39218 9081141 7718969 1362172 240287 204244 36043 104274 104274 26046 26046 891000 757350 133650 518034 451180 66854 1022425 788399 139130 94896 1556266 1280075 225896 50295 5335007 4534756 793948 6303 2620951 2227808 393143 1204906 1004203 177213 23490 446700 396199 49918 583 4372016 3716214 655802 792855 673927 118928 DUES & SUBSCRIPTIONS 566237 481301 84936 CAPITAL CAMPAIGN 548761 548761 484368 411713 72655 109217253 97879756 9679565 1657932 16959391 11011952 1893638 7217272 5876021 915477 953732 2601456 2231753 1150845 951194 161971833 67279446 92093916 94692387 89725618 103723177 25020335 18443790 1360363 1408098 237044673 241185742 7827956 6871415 6210011 6188795 45480053 43751662 4743510 4225174 64261530 61037046 X 134863330 138979732 14430751 17160872 23489062 24008092 172783143 180148696 237044673 241185742 X 3597927 3379588 388038 X 0 1 X 1 1 1 X 1108996 X X 0 102544361 483185 9290421 3878735 108439232 93937351 754562 10620974 2468526 300000 102544361 101064350 322717 -5040133 2409583 7489456 93937351 100767112 485587 2192187 2380536 190523 101064350 92358903 494132 10325515 2411437 100767113 0.64240 0.20520 0.15240 0 0 2250548 2250548 140328354 58439519 81888835 17884468 8839927 9044541 1508463 1508463 94692387 PARTNERSHIP INVESTMENTS 18443790 F 18443790 ANNUITY OBIGATIONS 673041 LIABILITY UNDER INTEREST RATE SWAP AGREEMENTS 573239 ASSET RETIREMENT OBLIGATION 256971 REFUNDABLE GOVERNMENT STUDENT LOANS 2721923 4225174 X 75590312 3379588 -40644445 -37264857 112855169 -39989 -39989 112815180 68224759 39989 39989 68184770 41032483 41032483 109217253 PART III, LINE 4: ST. JOHN'S BIBLE, FR. D'ALZON STATUE, SAINT AUGUSTINE STATUE AND STAIN GLASS WINDOWS ARE LOCATED ON CAMPUS AS PART OF OUR MISSION AS A CATHOLIC INSTITUTION. IN ADDITION, THERE IS A BOOK COLLECTION FROM FR. TAVARD IN THE COLLEGE'S LIBRARY. PART V, LINE 4: THE INTENDED USES OF THE COLLEGE'S ENDOWMENT FUNDS ARE FOR FINANCIAL ASSISTANCE AND SCHOLARSHIPS FOR STUDENTS ATTENDING THE COLLEGE, AND FOR ADDITIONAL FACILITIES AND FACULTY DEVELOPMENT. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE COLLEGE QUALIFIES AS A TAX-EXEMPT, NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THERE IS NO PROVISION FOR FEDERAL OR STATE INCOME TAXES. THE COLLEGE RECOGNIZES A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED THE COLLEGE'S TAX POSITIONS AND CONCLUDED THAT THE COLLEGE HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES. THE COLLEGE IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2015. THE COLLEGE WILL ACCOUNT FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID AND SCHOLARSHIPS -41,032,483. CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT 367,108. CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 47,735. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -26,805. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENTS EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B -39,989. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENTS EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B 39,989. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND SCHOLARSHIPS 41,032,483. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE NOTICE OF NON DISCRIMINATION POLICY IS MAILED TO EACH STUDENT. IN ADDITION NOTICES ARE POSTED ON CAMPUS BULLETIN BOARDS AND COLLEGE PORTAL SYSTEM. THE COLLEGE CATALOG ALSO CONTAINS THE COMPLETE POLICY. LINE 6 - EXPLANATION OF GOVERNMENT FINANCIAL AID: THE COLLEGE IS AWARDED FEDERALLY FUNDED AID TO DISBURSE TO QUALIFIED STUDENTS. EUROPE (INCLUDING ICELAND & GREENLAND) 1 1 PROGRAM SERVICES STUDY ABROAD CAMPUS AND PROGRAM 429690 CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 12382131 1 1 0 0 1 1 12811821 0 12811821 1 0 1 0 0 0 X X X X X X X 1 BENTZ WHALEY FLESSNER 7251 OHMS LANE MINNEAPOLIS MN 55439 FEASABILITY STUDY FOR CAPITAL CAMPAIGN 0 0 26046 -26046 26046 -26046 MA ALUMNI GOLF OUTING 106871 62408 44463 1200 20680 10509 7600 106871 62408 44463 1200 20680 10509 7600 39989 4474 1 INSTITUTIONAL & ENDOWED GRANTS/SCHOLARSHIPS 2215 37792028 BOOK CREDIT TO STUDENTS' ACCOUNTS PELL 482 1793464 SEOG 112 222466 MA AND OTHER STATE SCHOLARSHIPS 505 889375 FEDERAL WORK STUDY 392 335150 PART I, LINE 2 THE COLLEGE'S FINANCIAL AID OFFICE FOLLOWS ALL REGULATIONS WHEN AWARDING GRANTS AND SCHOLARSHIPS. STUDENT'S ELIGIBILITY IS REVIEWED EACH TERM TO ENSURE COMPLIANCE WITH AWARDING INSTITUTIONAL, FEDERAL AND STATE AID WITH POLICY AND PROCEDURES. THE COLLEGE ALSO FILES ANNUAL STATE GRANT YEAR END REPORTING, FISAP AND IPEDS DATA. STUDENTS ELIGIBILITY IS BASED ON THEIR PER TERM STANDING AND AID IS EVALUATED BASED ON THEIR ENROLLMENT. X X 1 1 X X X 1 1 0 0 0 0 0 0 0 FRANCESCO CESAREO PRESIDENT 360004 0 0 0 3612 0 67459 0 57144 0 488219 0 0 0 TIMOTHY STANTON VICE PRESIDENT 223797 0 0 0 5544 0 21411 0 44121 0 294873 0 0 0 LOUISE CARROLL KEELEY VICE PRESIDENT 191845 0 0 0 10668 0 17613 0 11735 0 231861 0 0 0 EVAN LIPP VICE PRESIDENT 186917 0 0 0 1932 0 17613 0 25626 0 232088 0 0 0 PETER WELLS TREASURER, VP FINANCE & ADMIN. 182505 0 0 0 1932 0 17103 0 24368 0 225908 0 0 0 CATHERINE WOODBROOKS VICE PRESIDENT 156404 0 0 0 4736 0 14580 0 12401 0 188121 0 0 0 MICHAEL GUILFOYLE EXECUTIVE DIRECTOR 151501 0 0 0 180 0 13635 0 69 0 165385 0 0 0 JOSEPH MORRISON ASSISTANT PROVOST 138084 0 0 0 774 0 12725 0 22048 0 173631 0 0 0 DAWN THISTLE EXECUTIVE DIRECTOR (UNTIL 8/25/17) 119221 0 0 0 27687 0 11373 0 19593 0 177874 0 0 0 LEONARD DOERFLER PROFESSOR 90462 0 0 0 45221 0 8746 0 23460 0 167889 0 0 0 TODD DERDERIAN DIRECTOR OF BUSINESS SERVICES 122613 0 0 0 414 0 11592 0 22933 0 157552 0 0 0 PART I, LINE 1A THE COLLEGE PROVIDED ON-CAMPUS HOUSING TO FRANCESCO CESAREO, PRESIDENT, WHICH IS NOT TAXABLE PURSUANT TO SEC. 119. THE VALUE OF THE HOUSING IS INCLUDED ON FORM 990, PART VII, COLUMN F AND SCHEDULE J, PART II, COLUMN D. THE PRESIDENT AND TIMOTHY STANTON, VP, RECEIVED COUNTRY CLUB MEMBERSHIP DUES BENEFIT WHICH WERE TREATED AS NONTAXABLE. THEY ARE REPORTED ON FORM 990, PART VII, COLUMN F AND SCHEDULE J, PART II, COLUMN D. THE MEMBERSHIP IS A WORKING CONDITION FRINGE BENEFIT. THE COLLEGE HOLDS FUNDRAISERS AT THE COUNTRY CLUB AND THE PRESIDENT AND VP USE THE MEMBERSHIP FOR CULTIVATING DONORS AND CAPITAL CAMPAIGN RELATED FUNCTIONS. PART I, LINES 4A-B PART I, LINE 4A: DAWN THISTLE, EXECUTIVE DIRECTOR, LEFT THE POSITION IN AUGUST 2017. DAWN WAS PAID THROUGH OCTOBER 31, 2017 PLUS 10 WEEKS OF SEVERANCE. SHE RECEIVED $26,697 IN SEVERANCE PAYMENT FOR THE CALENDAR YEAR 2017 AND IT IS REPORTED IN PART II, COLUMN (B)(III). PART I, LINE 4B THE COLLEGE HAS ESTABLISHED AN DEFERRED COMPENSATION PLAN UNDER SECTION 457(F) FOR THE PRESIDENT OF THE COLLEGE. THE COLLEGE SHALL CREDIT THE SECTION 457(F) PLAN EACH JANUARY 1ST DURING THE FIVE-YEAR TERM STARTING JULY 1, 2015. ALL ACCRUED DEFERRED COMPENSATION SHALL VEST AND BE PAYABLE ON THE EARLIEST OF DEATH, PERMANENT DISABILITY, TERMINATION WITHOUT CAUSE BY THE COLLEGE, RESIGNATION FOR GOOD REASON, OR COMPLETION OF THE INTIAL TERM OF THE ARRANGEMENT (JUNE 30, 2020). THE AMOUNT THE COLLEGE HAS CONTRIBUTED TO THIS SECTION 457(F) PLAN IN FY18 IS $34,600 AND IT IS REPORTED IN PART II, COLUMN (C). A MA DEVELOPMENT FINANCE AGENCY 043431814 2012-08-01 28610000 REFUNDING 2002 ISSUE 0 0 0 B MA DEVELOPMENT FINANCE AGENCY 043431814 2014-06-06 9720000 REFUNDING 2000A ISSUE 0 0 0 C MA DEVELOPMENT FINANCE AGENCY 043431814 2016-09-30 32000000 CONSTRUCTION OF NEW BUILDING AND REDEEM A PORTION OD SERIES 2012 BONDS 0 0 0 A 23541692 28610000 297863 28312137 2002 1 0 1 1 B 2450000 9720000 75300 9644700 2000 1 0 1 1 C 325000 32000000 138850 15000000 16861150 2018 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 A 0 0 0 0 1 0 0 0 1 B 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 1 A 1 B 1 C 1 X 22 144648 FMV 0 0 0 PART I, COLUMN (B): THE NUMBER OF DONATED SECURITIES IS BASED ON THE NUMBER OF GIFTS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT (VP OF FINANCE/TREASURER) REVIEWS THE FORM 990 FILING IN A DRAFT FORM AND THEN DISTRIBUTES TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF EACH SUMMER, THE SECRETARY OF THE BOARD MAILS TO ALL COLLEGE TRUSTEES AND OFFICERS A QUESTIONNAIRE ASKING THEM TO DISCLOSE ANY RELATED PARTY TRANSACTIONS WITH THE COLLEGE. A TOTAL OF SEVEN QUESTIONS ARE ASKED. THE MEMORANDUM EXPLAINS THE NECESSITY OF COMPLETING THE RELATED PARTY QUESTIONNAIRE AND EMPHASIZED THE FACT THAT THE COLLEGE EXPECTS A 100% RESPONSE. IN ADDITION TO THE QUESTIONNAIRE AND MEMORANDUM, THE TRUSTEES AND OFFICERS ALSO RECEIVE A TWO PAGE INSTRUCTIONAL DOCUMENT WHICH EXPLAINS IN SIMPLE TERMS WHAT A CONFLICT OF INTEREST IS AND WHY FULL DISCLOSURE OF A REAL OR PERCEIVED CONFLICT OF INTEREST IS IMPORTANT. THIS DOCUMENT ALSO INCLUDES A NUMBER OF RECOMMENDATIONS ON THE SUBJECT PUT FORTH BY THE MASSACHUSETTS ATTORNEY GENERAL. ONCE COMPLETED, THE QUESTIONNAIRES ARE RETURNED TO THE SECRETARY OF THE BOARD WHO MONITORS THEIR RESPONSE AND FOLLOWS UP WITH THOSE TRUSTEES AND OFFICERS WHO ARE TARDY IN COMPLETING AND RETURNING THEIR QUESTIONNAIRES. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE MADE UP OF THREE COLLEGE TRUSTEES, THE CHAIR, THE VICE CHAIR AND THE CHAIR OF THE FINANCE COMMITTEE ESTABLISHES THE COMPENSATION OF THE PRESIDENT OF THE COLLEGE ON AN ANNUAL BASIS. THE COMPENSATION COMMITTEE USES COMPARABLE DATA WHICH IS PUBLISHED ANNUALLY IN THE CHRONICLE OF HIGHER EDUCATION. ADDITIONALLY THE ENTIRE BOARD CONDUCTS AN ANNUAL PERFORMANCE REVIEW OF THE PRESIDENT. OTHER OFFICERS AND KEY EMPLOYEES ARE NORMALLY REVIEWED BY THE PRESIDENT OF THE COLLEGE WHO MAKES AN ADJUSTMENT IN THEIR SALARY BASED ON PERFORMANCE FACTORS AND ALSO BASED ON THE CHRONICLE OF HIGHER EDUCATION.THE COMPENSATION OF THE VICE PRESIDENTS IS REVIEWED BY THE COMPENSATION COMMITTEE ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 FOR INTERESTED THIRD PARTIES, ALL OF THE COLLEGE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 (PUBLIC DISCLOSURE COPY) AND FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST FROM THE SECRETARY AT ASSUMPTION COLLEGE (500 SALISBURY STREET, WORCESTER, MA 01609) FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FOR ALL EMPLOYEES OF THE COLLEGE, ALL OF THE POLICIES AND PROCEDURES INCLUDING THE WHISTLE BLOWER POLICY, CONFLICT OF INTEREST POLICY AND OTHERS ARE AVAILABLE VIA OUR INTERNAL ONLINE PORTAL SYSTEM. A COPY OF THE FORM 990 WITHOUT SCHEDULE B IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT 367,108. CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 47,735. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -26,805. CHARITABLE REMAINDER TRUST (1) CHARITABLE REMAINDER TRUST MA ASSUMPTION COLLEGE 0 CHARITABLE REMAINDER TRUST (1) CHARITABLE REMAINDER TRUST RI ASSUMPTION COLLEGE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0