2018-05-08T08:07:49-05:00 2017-06-30 010523282 Berry Dunn McNeil & Parker LLC PO Box 1100 Portland ME 041041100 990 2016-07-01 020222120 Colby-Sawyer College COLB 6035263000 541 Main Street New London NH 03257 Karen Bonewald VP of Finance 6035263000 2018-05-07 1 Barbara J McGuan CPA P00219457 2077752387 2018-05-07 2016 2022-09-23 18:48:47Z Susan D Stuebner EdD 541 Main Street New London NH 03257 129559746 0 X www.colby-sawyer.edu X 1837 NH Institute of Higher Learning 20 20 991 60 479362 -3667 5293539 7182863 59329589 52989903 1032450 11701248 0 0 65655578 71874014 31752199 28099031 0 0 20459729 18551336 95484 31513 899665 15773363 15052067 68080775 61733947 -2425197 10140067 94337688 100948303 38078650 41704640 56259038 59243663 X Colby-Sawyer College is a private, independent, residential, undergraduate college offering educational programs based in the liberal arts and sciences and designed to prepare students for their professions and lives of ongoing learning. Faculty, staff and students strive for excellence in the College's engaged teaching and learning community to foster students' academic, intellectual, and personal growth. The College prepares students to thrive in, and make a positive impact upon, a dynamic, diverse, and interdependent world. Colby-Sawyer College was founded as an academy in 1837 and has been integrated in higher education since 1928. 0 0 44130458 28099031 39971950 Instruction provided a liberal arts, four-year private education to students and supported that effort with academic support services (library, tutoring, career development) and financial assistance through gifts, grants, endowment income, and college resources which assisted students in financing the cost of their attendance. 7778658 13017953 Auxiliary services provided food service and facilities to students as part of a residential institution; student services provided additional support for athletics, health and counseling, student activities, and student government. 51909116 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 150 0 1 991 1 1 1 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NH X Karen Bonewald 6035263000 541 Main Street New London NH 03257 William P Clough III Trustee 2.00 X 0 0 0 Christine B Ferraro Trustee 2.00 X 0 0 0 George Jamieson Trustee 2.00 X 0 0 0 Robin L Mead Vice Chair 2.00 X X 0 0 0 Susan C Hassett Trustee 2.00 X 0 0 0 Susan DeBevoise Wright Trustee 2.00 X 0 0 0 Sally S Veitch Trustee 2.00 X 0 0 0 Peter F Volanakis Chair 2.00 X X 0 0 0 Pamela S Bright Trustee 2.00 X 0 0 0 Deborah L Coffin Trustee 2.00 X 0 0 0 John S Malanowski Past Trustee 2.00 X 0 0 0 Gretchen R Massey Trustee 2.00 X 0 0 0 Margaret V Mulley Trustee 2.00 X 0 0 0 Jonathan J Pappalardo Past Trustee 2.00 X 0 0 0 Anthony H Librot Trustee 2.00 X 0 0 0 Maria Cimpean Past Trustee 2.00 X 0 0 0 William T Hopwood Trustee 2.00 X 0 0 0 Thomas W Hoyt Trustee 2.00 X 0 0 0 Lisa Hogarty Trustee 2.00 X 0 0 0 Beth Meurlin Trustee 2.00 X 0 0 0 JoAnn Overfield Trustee 2.00 X 0 0 0 Dave Payne Trustee 2.00 X 0 0 0 William H Mitchell Trustee 2.00 X 0 0 0 Douglas Atkins VP Administration 40.00 X 140670 0 13252 Thomas C Galligan Jr Past President 40.00 X 142388 0 30281 Susan Stuebner President 40.00 X 148484 0 15314 Todd Emmons Past VP Finance/Treasurer 40.00 X 141964 0 18295 David Placey VP Enrollment 40.00 X 140680 0 18279 Kathleen Bonavist VP Advancement 40.00 X 133686 0 12904 Susan Reeves Dean/Professor 40.00 X 120216 0 28201 Deborah Taylor VP Academics 40.00 X 144974 0 9975 Regina Eckrich Professor 40.00 X 109155 0 11168 1222217 0 157669 12 0 1 0 Sodexo Services PO Box 81049 Woburn MA 018131049 Facilities/Dining Management 2960355 North Branch Construction 76 Old Turnpike Road Concord NH 03301 Construction 989516 The SLAM Collaborative Inc 80 Glastonbury Blvd Glastonbury CT 06033 Engineering/Construction 365157 Royall & Company 1920 E Parham Road Richmond VA 23228 Consulting 233865 RC Brayshaw & Co Inc PO Box 5465 West Lebanon NH 03784 Marketing 149599 6 244615 6938248 5437 7182863 Tuition and Fees 611710 39290341 39290341 Auxiliary Enterprises 713940 13017953 12538591 479362 Other Student Revenue 611710 681609 681609 52989903 1071748 1071748 68315232 57685732 10629500 10629500 10629500 71874014 52510541 479362 11701248 28099031 28099031 650647 650647 13910922 10656793 2668713 585416 483199 370148 103047 10004 2424098 1838336 536077 49685 1082470 801028 259793 21649 82787 82787 107393 107393 31513 31513 46025 46025 4310443 3779752 498476 32215 8219 8219 1610455 1191737 386509 32209 1987682 1470884 477044 39754 376310 197029 143686 35595 12042 2167 9875 1256662 1256662 2072730 1533820 497455 41455 224474 224474 Miscellaneous 1511027 1330769 168830 11428 Other Student Services 1081074 306755 765577 8742 Sports 322648 322648 Credit Card Fees 42096 42096 61733947 51909116 8925166 899665 X 19949 18387 962944 3401840 2464705 2681032 1167552 538111 557621 512522 763007 886956 92106772 37420712 50558968 54686060 34841771 34598702 3001171 3624693 94337688 100948303 3624858 3878500 2095574 2312729 24692830 24210361 308700 5005699 5239404 4105825 2117284 2191526 38078650 41704640 X 15980499 15842050 14639392 16538565 25639147 26863048 56259038 59243663 94337688 100948303 X 10140067 -6898191 -257251 X 0 1 X 1 1 1 X 4725060 4669920 4250139 5293539 7182863 26121521 4725060 4669920 4250139 5293539 7182863 26121521 2412544 23708977 593751 806565 874980 1097074 1071748 4444118 30565639 306635583 0.77570 0.79190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 0 Part II-B, Line 1: Colby-Sawyer College belongs to member organizations which may engage in lobbying activities. An unknown amount of such dues paid may pertain to lobbying activities. 42050 X 0 34954882 2034448 4502436 4912876 36578890 38417755 846898 -1368307 2941464 34954882 38878181 658314 979408 2098148 38417755 32328000 1713323 6522194 1685336 38878181 29007566 345517 4532184 1557267 32328000 0.15510 0.68910 0.15580 0 0 2144425 2144425 61927161 37420712 24506449 15775369 15775369 12259817 12259817 54686060 U.S. Government Loan Advances 500257 Post-Retirement Benefits Liability 973681 Annuity Obligations 717588 2191526 36829568 -6898191 -6898191 43727759 46025 28100230 28146255 71874014 33844943 256052 256052 33588891 46025 28099031 28145056 61733947 Part V, Line 4: The College's endowment consists of approximately 191 individual funds established for a variety of purposes. Approximately 60% of the endowment is restricted for scholarships. Other purposes include: endowed faculty chairs, building maintenance, faculty and staff development and student awards. The College's endowment includes both donor-restricted endowment funds and funds designated by the board of trustees to function as endowments. Part XI, Line 4b - Other Adjustments: Scholarships and Other Expenses 28,099,031. Adjustment of Present Value Liability 1,199. Part XII, Line 2d - Other Adjustments: Change in Value of Life Income Funds 256,052. Part XII, Line 4b - Other Adjustments: Scholarships and Other Expenses 28,099,031. 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 nondiscrimination policy is published in the college catalogue, student handbook, and all recruiting documents. Schedule E, Part I, Line 6 Colby-Sawyer College receives loans and other government grant money. X X X X X X X 1 Ruffalo Noel Levitz 1025 Kirkwood Parkway SW Cedar Rapids IA 52402 Solicitation and Consulting for Fundraising 0 0 31513 -31513 31513 -31513 NH 1 Federal SEOG Grant 205 469420 FMV Financial Aid disbursed directly to student account Consortium Grants 24 891530 FMV Financial Aid disbursed directly to student account CSC Grant 586 3315956 FMV Financial Aid disbursed directly to student account CSC Housing Grant 31 202731 FMV Financial Aid disbursed directly to student account CSC Scholarships 984 21453374 FMV Financial Aid disbursed directly to student account Endowed Scholarships 291 1500000 FMV Financial Aid disbursed directly to student account Restricted Scholarships 72 266019 FMV Financial Aid disbursed directly to student account Part I, Line 2: All assistance is in the form of grants and scholarships. These funds are applied directly to the student's account. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Douglas Atkins VP Administration 140670 0 0 0 0 0 5627 0 7625 0 153922 0 0 0 Thomas C Galligan Jr Past President 142388 0 0 0 0 0 5696 0 24585 0 172669 0 0 0 Susan Stuebner President 148484 0 0 0 0 0 0 0 15314 0 163798 0 0 0 Todd Emmons Past VP Finance/Treasurer 141964 0 0 0 0 0 5679 0 12616 0 160259 0 0 0 David Placey VP Enrollment 140680 0 0 0 0 0 5627 0 12652 0 158959 0 0 0 Deborah Taylor VP Academics 144974 0 0 0 0 0 5799 0 4176 0 154949 0 0 0 Part I, Line 1a The College provides a housing allowance for the President of the Organization, as it is required that he/she lives on campus as a part of his/her employment. Additionally, the College provides gross-up payments for moving expenses to cover the FICA and Medicare taxes for relocating employees. A New Hampshire Health and Education Facilities Authority 020279866 2012-06-13 27000000 Refinancing of Previous Bonds & Capital Improvements 0 0 0 A 2480999 27000000 371899 26628101 2012 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 1 0 0 0 0 0 0 A 0 Form 990, Part VI, Section B, line 11b The audit committee reviewed a copy of the full Form 990, however only a redacted version without Schedule B was provided to the full Board prior to filing. Form 990, Part VI, Section B, line 12c All trustees submit a conflict of interest questionnaire annually. The questionnaires are reviewed by the secretary of the College and the College treasurer. Any conflicts would be referred to the audit committee, a permanent standing committee of the board of trustees, for review and any necessary action would be taken. Form 990, Part VI, Section B, line 15 Compensation at Colby-Sawyer is under the review of Finance and Enrollment, a permanent standing committee of the board of trustees. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interest policy and financial statements available to the public through the Organization's website, upon request and through the employee handbook. Form 990, Part X, Line 10: Land, Buildings, and Equipment: Section 1.263(a)-3(n) Election: Colby Sawyer College 541 Main Street, New London, NH 03257 EIN 02-0222120 Colby Sawyer College is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). Form 990, Part XI, line 9: Change in Value of Life Income Funds -256,052. Adjustment of Present Value Liability -1,199. Joan H Lena Charitable Remainder Trust Heald Financial Consulting 20 Willi Wellesley MA 02481 Charitable Remainder Unitrust MA N/A T 23482 0.50000 0 Robert E Mulholland 2013 Charitable Remainder Unitrust 400 Park Avenue New York NY 10022 Charitable Remainder Unitrust NY Colby Sawyer College T 435295 1.00000 1 The Richard N Thielen Charitable Remainder Unitrust RINET 101 Federal Street 14th Floor Boston MA 02110 Charitable Remainder Unitrust MA Colby Sawyer College T 832063 1.00000 1 Patricia A Thornton Charitable Remainder Unitrust US Trust 100 Federal Street Boston MA 02110 Charitable Remainder Unitrust MA Colby Sawyer College T 418795 1.00000 1 The Mary Scheu Teach Charitable Remainder Annuity Trust Winthrop Financial 111 Genese Stree Buffalo NY 14203 Charitable Remainder Unitrust NY Colby Sawyer College T 83697 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0