2019-04-11T08:04:16-05:00 2018-05-31 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2017-06-01 042620216 WILLIAM JAMES COLLEGE INC WILL 6173276777 ONE WELLS AVENUE NO 400 NEWTON MA 02459 DANIEL BRENT TREASURER AND CLERK 6173276777 2019-04-08 1 BRENDA L BOOTH P01342395 6177610600 2019-04-08 207.172.72.163 2019-04-08 11:00:31 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6EBF32EC077803D5773B28E578504B4367373832 2017 2019-02-21 02:37:17Z NICHOLAS COVINO ONE WELLS AVENUE NO 400 NEWTON MA 02459 31811413 0 X WWW.WILLIAMJAMES.EDU X 1974 MA WILLIAM JAMES COLLEGE STRIVES TO BE A PREEMINENT SCHOOL OF PSYCHOLOGY THAT INTEGRATES RIGOROUS ACADEMIC INSTRUCTION WITH EXTENSIVE FIELD EDUCATION AND CLOSE ATTENTION TO PROFESSIONAL DEVELOPMENT. WE ASSUME AN ONGOING SOCIAL RESPONSIBILITY TO CREATE PROGRAMS TO EDUCATE SPECIALISTS OF MANY DISCIPLINES TO MEET THE EVOLVING MENTAL HEALTH NEEDS OF SOCIETY. 16 16 547 16 -13708 -9589 2073869 2389042 25368784 27566561 115837 308835 -197392 -139428 27361098 30125010 1234488 1560069 0 0 18071551 20438519 8000 0 414161 6725904 6808131 26039943 28806719 1321155 1318291 34086114 35351551 21873197 21712517 12212917 13639034 X WILLIAM JAMES COLLEGE STRIVES TO BE A PREEMINENT COLLEGE OF PSYCHOLOGY THAT INTEGRATES RIGOROUS ACADEMIC INSTRUCTION WITH EXTENSIVE FIELD EDUCATION AND CLOSE ATTENTION TO PROFESSIONAL DEVELOPMENT. WE ASSUME AN ONGOING SOCIAL RESPONSIBILITY TO CREATE PROGRAMS TO EDUCATE SPECIALISTS OF MANY DISCIPLINES TO MEET THE EVOLVING MENTAL HEALTH NEEDS OF SOCIETY. 0 0 25220907 1560069 27566561 ADVANCED DEGREE EDUCATIONAL INSTITUTION FOR PSYCHOLOGY (APPROXIMATELY 550 FULL-TIME AND 200 PART-TIME STUDENTS).ACADEMIC PROGRAMS:WILLIAM JAMES COLLEGE OFFERS INNOVATIVE ACADEMIC PROGRAMS THAT TRAIN PRACTITIONERS WHO ARE SENSITIVE TO UNDERSERVED POPULATIONS, AND IS COMMITTED TO MAINTAINING AN ENVIRONMENT WHICH ACKNOWLEDGES AND RESPECTS CULTURAL AND INDIVIDUAL DIFFERENCES. AN INTEGRATIVE CURRICULUM OF CONCURRENT FIELD TRAINING AND ACADEMIC EXPERIENCE IMPARTS KNOWLEDGE AND SKILLS RELEVANT TO HUMAN DIVERSITY. DEGREE PROGRAMS:- DOCTOR OF PSYCHOLOGY - DOCTOR OF PSYCHOLOGY IN SCHOOL PSYCHOLOGY- DOCTOR OF PSYCHOLOGY IN LEADERSHIP PSYCHOLOGY- MASTER OF ARTS IN CLINICAL MENTAL HEALTH COUNSELING- MASTER OF ARTS IN ORGANIZATIONAL PSYCHOLOGY- MASTER OF ARTS IN PROFESSIONAL PSYCHOLOGY- MASTER OF ARTS IN APPLIED BEHAVIOR ANALYSIS- MASTER OF ARTS IN CRIMINAL JUSTICE AND BEHAVIORAL HEALTH- BACHELOR OF SCIENCE IN PSYCHOLOGY AND HUMAN SERVICES- CERTIFICATE OF ADVANCED GRADUATE STUDIES IN SCHOOL PSYCHOLOGY- CERTIFICATE OF RESPECIALIZATION IN CLINCIAL PSYCHOLOGY- GRADUATE CERTIFICATE IN EXECUTIVE COACHING- GRADUATE CERTIFICATE IN SCHOOL CLIMATE AND SOCIAL EMOTIONAL LEARNING- CONTINUING EDUCATION, PREPATORY AND NON-MATRICULATING COURSESTHE COORDINATION OF THE ACADEMIC CLASSROOM EXPERIENCE AND FIELD PLACEMENT IS THE FOUNDATION FOR THE COHESIVE AND COMPREHENSIVE EDUCATIONAL PROGRAM AT WILLIAM JAMES COLLEGE. THE ACADEMIC EMPHASIS ON PROFESSIONAL PRACTICE, OPPORTUNITY TO APPLY CLASSROOM LEARNING IN THE FIELD, AND SEMINARS DESIGNED TO INTEGRATE CLASSROOM AND FIELD PLACEMENT EXPERIENCE ALL CONTRIBUTE TO THIS PURPOSE. FIELD PLACEMENT SITES, SELECTED AND DEVELOPED BY THE FIELD PLACEMENT STAFF, ARE COMPATIBLE WITH THE EDUCATIONAL OBJECTIVES OF THE COLLEGE. EACH STUDENT'S FIELD PLACEMENT COMBINES THEORY AND PRACTICE, AND MAXIMIZES THE STUDENT'S PROFESSIONAL DEVELOPMENT.SOME OF THE MOST EXCITING AND ENRICHING LEARNING OPPORTUNITIES TAKE PLACE IN WILLIAM JAMES COLLEGE'S FIELD PLACEMENT PROGRAM. WITH OVER 350 SITES TO CHOOSE FROM ACROSS THE WILLIAM JAMES COLLEGE TRAINING PROGRAMS, STUDENTS RECEIVE TRAINING IN A BROAD ARRAY OF CONTEXTS IN WHICH PROFESSIONAL PSYCHOLOGISTS PRACTICE. OUR INTEGRATED MODEL INCLUDES AN INTERNSHIP EXPERIENCE IN THE IMMEDIATE OR SURROUNDING AREA THAT IS CONSISTENT WITH THE STUDENT'S TRAINING GOALS AND OBJECTIVES. 25220907 1 1 0 1 0 0 0 1 0 1 1 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 93 0 1 547 1 1 1 0 0 0 0 1 1 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X DANIEL BRENT TREASURER AND CLERK 6175649336 ONE WELLS AVENUE NEWTON MA 02459 DONALD SIEGEL CHAIR 5.00 0.00 X 0 0 0 ANN CARTER VICE CHAIR 5.00 0.00 X 0 0 0 PETER BERENSON TRUSTEE 5.00 0.00 X 0 0 0 JOSEPH BONASERA TRUSTEE 5.00 0.00 X 0 0 0 EUGENE D'ANGELO TRUSTEE 5.00 0.00 X 0 0 0 SHANI DOWD TRUSTEE 5.00 0.00 X 0 0 0 MARCOS ESPINEL TRUSTEE 5.00 0.00 X 0 0 0 STEVEN FISCHMAN TRUSTEE 5.00 0.00 X 0 0 0 RICHARD FREEDMAN TRUSTEE 5.00 0.00 X 0 0 0 KERRY HAMILTON UNTIL JUNE 2017 TRUSTEE 5.00 0.00 X 0 0 0 BOB KINDER UNTIL OCTOBER 2017 TRUSTEE 5.00 0.00 X 0 0 0 DAVID LEVITT TRUSTEE 5.00 0.00 X 0 0 0 THOMAS LOCKERBY TRUSTEE 5.00 0.00 X 0 0 0 SAMUEL MINTZ TRUSTEE 5.00 0.00 X 0 0 0 RICHARD O'BRIEN UNTIL JAN '18 TRUSTEE 5.00 0.00 X 0 0 0 GARRETT PARKER TRUSTEE 5.00 0.00 X 0 0 0 STEVEN PITCHER TRUSTEE 5.00 0.00 X 0 0 0 ANDREW SODANO UNTIL OCT 2017 TRUSTEE 5.00 0.00 X 0 0 0 ELINOR SVENSON PSY D TRUSTEE 5.00 0.00 X 0 0 0 JOHN ZONA PH D TRUSTEE 5.00 0.00 X 0 0 0 NICHOLAS COVINO PRESIDENT 50.00 5.00 X 665135 0 146675 DANIEL BRENT TREASURER AND CLERK 50.00 5.00 X 233590 0 41695 EVANGELIA MANOLIS ASSISTANT CLERK 50.00 0.00 X 95809 0 18508 STANLEY BERMAN VICE PRESIDENT OF ACADEMIC AFFAIRS 50.00 0.00 X 205447 0 19776 ED DE VOS ASSOCIATE VP OF RESEARCH 50.00 0.00 X 187851 0 43675 STACEY LAMBERT ASSOCIATE VP OF ACADEMIC AFFAIRS 50.00 5.00 X 189338 0 41175 NILDA LABOY CHAIR OF COUNSELING PSYCHOLOGY 50.00 0.00 X 169565 0 28039 YOUSEF ALAJARMA CORE FACULTY 50.00 0.00 X 189223 0 44858 1935958 0 384401 47 0 1 0 SCHNEIDER ASSOCIATES 2 OLIVER STREET SUITE 402 BOSTON MA 02109 MARKETING 626313 CHAPMAN CONTRUCTION DESIGN 84 WINCHESTER STREET NEWTON MA 02461 CONSTRUCTION 268227 JANITRONICS 29 SAWYER ROAD WALTHAM MA 02453 CLEANING 107356 3 47693 1847184 494165 2389042 TUITION AND FEES 611710 25773468 25773468 FEES FOR SERVICES 611710 1793093 1793093 27566561 167686 167686 170031 302217 -132186 -132186 -13708 -118478 1499393 1358244 141149 141149 141149 18700 47693 25942 -7242 -7242 30125010 27566561 -13708 183115 1560069 1560069 1019559 1019559 16142600 15637781 252276 252543 424000 392000 32000 1733313 1453915 247621 31777 1119047 1013788 87807 17452 191607 2813 188794 60550 60550 63107 63107 35792 35792 426147 419147 7000 770869 770869 87504 5805 81699 824061 672649 116122 35290 701769 561878 116697 23194 167192 167109 83 159130 133509 25621 454174 410632 36323 7219 1230407 1112448 98401 19558 293247 293247 LIBRARY 376425 376425 EVENTS 286422 209457 69554 7411 FEES FOR SERVICES 172825 172825 EQUIPMENT RENTAL/MAINT. 120459 3225 117234 386444 144563 229247 12634 28806719 25220907 3171651 414161 87586 190747 8775414 5027102 222753 151769 520230 1452757 313756 370644 26134422 4774743 22065034 21359679 2101341 6798853 34086114 35351551 2213919 2164588 2343556 2904855 17315722 16643074 21873197 21712517 X 10771491 12298178 825440 727870 615986 612986 12212917 13639034 34086114 35351551 1318291 107826 0 X 0 1 X 1 1 1 X 1145553 1160718 1467810 2073869 2389042 8236992 1145553 1160718 1467810 2073869 2389042 8236992 253686 7983306 67458 78571 159223 249966 314011 869229 111971 120107 86041 20250 18700 357069 9463290 122468079 0.84360 0.76020 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2013 AMOUNT: $ 111,971. 2014 AMOUNT: $ 120,107. 2015 AMOUNT: $ 86,041. 2016 AMOUNT: $ 20,250. 2017 AMOUNT: $ 18,700. 63107 63107 28329451 28392558 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 57123 57017 58483 63107 235730 250000 250000 250000 250000 1000000 1500000 PART II-A, LINE 1, LOBBYING EXPENDITURES: CRAVEN & OBER POLICY STRATEGISTS, LLC IS A PROFESSIONAL REGISTERED LOBBYIST. THE SERVICES RELATE PRIMARILY TO CONSULTATION AND ADVOCACY RELATED TO STATE BUDGETARY MATTERS. CRAVEN & OBER POLICY STRATEGISTS, LLC IS LOCATED AT 6 BEACON STREET, SUITE 600, BOSTON, MASSACHUSETTS. 0 167200 X IMPROVE LEARNING ENVIRONMENT 0 828881 12500 148840 40038 15500 934683 740798 28000 100205 40122 828881 832647 5000 -56338 40511 740798 833847 5000 31186 37386 832647 764153 10000 94274 34580 833847 0.00000 0.65580 0.34420 0 0 4618064 4618064 13433766 1119480 12314286 4721773 903485 3818288 1510858 1176584 334274 1849961 1575194 274767 21359679 X 29000926 107826 328159 435985 28564941 1560069 1560069 30125010 27574809 328159 328159 27246650 1560069 1560069 28806719 PART III, LINE 4: DONATED ARTWORK PROVIDES A COMFORTABLE ENVIRONMENT FOR LEARNING. THE ARTWORK ALSO PROVIDES A STIMULUS FOR THOUGHT, CONVERSATION AND INTERACTION AMONGST STUDENTS AND FACULTY OF THE COLLEGE. PART V, LINE 4: THE COLLEGE INTENDS TO USE ITS ENDOWMENT FUNDS TO SUPPORT THE FUTURE MISSION OF THE COLLEGE. PART X, LINE 2: THE COLLEGE ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE COLLEGE HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AS A TAX POSITION; HOWEVER, THE COLLEGE HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE COLLEGE IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE COLLEGE'S FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 25,942. RENTAL EXPENSES 302,217. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,560,069. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 25,942. RENTAL EXPENSES 302,217. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,560,069. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 ADVERTISEMENT IS PLACED IN THE BOSTON GLOBE NEWSPAPER WHICH INCLUDES THE LANGUAGE, "MINORITIES ENCOURAGED TO APPLY". SCHEDULE E, PART I, LINE 6 FEDERAL DIRECT STUDENT LOAN PROGRAM: $21,419,065 FEDERAL WORK-STUDY PROGRAM: $219,317 FEDERAL PELL GRANT PROGRAM: $5,358 TOTAL: $21,643,740 ANNUAL GALA 66393 47693 18700 13211 12731 66393 47693 18700 13211 12731 25942 -7242 1 FINANCIAL ASSISTANCE TO STUDENTS 238 0 1560069 FMV CREDIT TO STUDENT ACCOUNTS PART I, LINE 2: THE COLLEGE PROVIDES ONGOING OVERSIGHT AND MONITORING TO ASSURE THE ACHIEVEMENT OF THE INTENDED PURPOSES AND TIMELY EXPENDITURES OF GRANT FUNDS. X X X X X X 0 0 0 0 0 0 0 1 0 NICHOLAS COVINO PRESIDENT 661325 0 0 0 3810 0 107000 0 39675 0 811810 0 0 0 DANIEL BRENT TREASURER AND CLERK 228320 0 5000 0 270 0 4000 0 37695 0 275285 0 0 0 STANLEY BERMAN VICE PRESIDENT OF ACADEMIC AFFAIRS 201637 0 0 0 3810 0 4000 0 15776 0 225223 0 0 0 ED DE VOS ASSOCIATE VP OF RESEARCH 184306 0 0 0 3545 0 4000 0 39675 0 231526 0 0 0 STACEY LAMBERT ASSOCIATE VP OF ACADEMIC AFFAIRS 185913 0 3000 0 425 0 4000 0 37175 0 230513 0 0 0 NILDA LABOY CHAIR OF COUNSELING PSYCHOLOGY 166003 0 3000 0 562 0 4000 0 24039 0 197604 0 0 0 YOUSEF ALAJARMA CORE FACULTY 188931 0 0 0 292 0 4000 0 40858 0 234081 0 0 0 PART I, LINE 7 THREE INDIVIDUALS RECEIVED NON-FIXED BONUSES BASED ON PERFORMANCE. THE BONUSES WERE DETERMINED AND APPROVED BY THE PRESIDENT, THE VICE PRESIDENT OF FINANCE AND OPERATIONS, AND THE DIRECTOR OF HUMAN RESOURCES AND PAYROLL. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 000000000 2016-01-04 18400000 FINANCE CAPITAL IMPROVEMENTS, EQUIPMENT & PURCHASE OPTION OF NEWTON FACILITY 0 0 0 A 18400000 172713 15665400 2561887 2016 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 05/23/2016 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE COMPLETED FORM 990, INCLUDING ALL SCHEDULES AND ATTACHMENTS IS PRESENTED FIRST TO THE ORGANIZATION'S FINANCE COMMITTEE AND THEN TO THE EXECUTIVE COMMITTEE FOR REVIEW. UPON APPROVAL, THE 990 IS PRESENTED TO THE BOARD OF DIRECTORS WITH THE FINANCE AND EXECUTIVE COMMITTEES' RECOMMENDATION FOR APPROVAL. ONCE APPROVED, THE 990 IS SIGNED AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, KEY EMPLOYEES AND TRUSTEES ARE REQUIRED TO COMPLETE A QUESTIONNAIRE ANNUALLY. THE CLERK REVIEWS THE QUESTIONAIRES FOR CONFLICTS. INDIVIDUALS WITH CONFLICTS ARE BARRED FROM VOTING OR PARTICIPATING IN CONFLICTING MATTERS. CONFLICTS ARE DISCLOSED IN THE ANNUAL AUDITED FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PRESIDENT, TREASURER, AND ASSISTANT CLERK ARE DETERMINED OR REVIEWED BY THE COMPENSATION SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE. THE COMMITTEE CONSIDERS COMPARATIVE DATA OF SIMILAR POSITIONS IN COMPARABLE SIZED SCHOOLS IN THE REGION. THE COMMITTEE INCLUDES KEY EMPLOYEES, FACULTY AND ADMINISTRATION IN THEIR REVIEW OF COMPENSATION. FOR THE PRESIDENT AND TREASURER, THE SCHOOL ALSO ENGAGED AN OUTSIDE CONSULTANT TO HELP IN THE PROCESS. THE DELIBERATIONS AND DECISIONS OF THE COMMITTEE ARE DOCUMENTED CONTEMPORANEOUSLY. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS AND FORM 990 CAN BE OBTAINED BY THE GENERAL PUBLIC VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS NOT AVAILABLE TO THE GENERAL PUBLIC, BUT AVAILABLE UPON REQUEST. M GORMAN PSYCHOLOGICAL ASSOCIATES INC ONE WELLS AVENUE NEWTON MA 02459 841669692 PROVIDE PSYCHO-EDUCATIONAL ASSESSMENTS, PSYCHOTHERAPY AND PSYCHOLOGICAL MA 501(C)(3) LINE 12A, I WILLIAM JAMES COLLEGE INC 1 TEACHERS21 INC ONE WELLS AVENUE NEWTON MA 02459 043174042 IMPROVE THE PROFESSIONAL PRACTICE OF EDUCATORS MA 501(C)(3) LINE 10 WILLIAM JAMES COLLEGE INC 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 M GORMAN PSYCHOLOGY ASSOCIATES INC L 970387 BOOK VALUE TEACHERS21 INC M 8277 BOOK VALUE