WESTERN NEW ENGLAND UNIVERSITY: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: WESTERN NEW ENGLAND UNIVERSITY (EIN 04-2108376)
Tax period: 2015-07-01 to 2016-06-30
Filed: 2017-05-05
IRS object ID: 201711259349300341
Schema version: 2015v3.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule 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	2017-05-05T07:52:21-05:00	ReturnTs
Tax Period End	2016-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	60 SOUTH STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02111	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2015-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042108376	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Western New England University	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% WILLIAM J KELLEHER	InCareOfNm
Business Name Control	WEST	BusinessNameControlTxt
Phone	4137821288	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1215 Wilbraham Road	AddressLine1Txt
City	Springfield	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01119	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	WILLIAM J KELLEHER	PersonNm
Person Title	VP FOR FINANCE	PersonTitleTxt
Phone	4137821288	PhoneNum
Signature	2017-05-01	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Shyamalee Joseph	PreparerPersonNm
PTIN	P01085371	PTIN
Phone	6179881000	PhoneNum
Preparation	2017-04-18	PreparationDt

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Anthony Caprio	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1215 Wilbraham Road	AddressLine1Txt
City	Springfield	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01119	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$158,411,294	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.WNE.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1951	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	THE UNIVERSITY IS A PRIVATE EDUCATIONAL INSTITUTION WHICH AWARDS UNDERGRADUATE, MASTER, AND DOCTORAL DEGREES IN ARTS AND SCIENCES, BUSINESS, ENGINEERING, PHARMACY AND LAW.	ActivityOrMissionDesc
Voting Members Governing Body	37	VotingMembersGoverningBodyCnt
Voting Members Independent	34	VotingMembersIndependentCnt
Total Employee	2889	TotalEmployeeCnt
Total Volunteers	941	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$4,102,366	PYContributionsGrantsAmt
CY Contributions Grants	$4,222,733	CYContributionsGrantsAmt
PY Program Service Revenue	$143,888,764	PYProgramServiceRevenueAmt
CY Program Service Revenue	$144,689,082	CYProgramServiceRevenueAmt
PY Investment Income	$3,385,305	PYInvestmentIncomeAmt
CY Investment Income	$3,246,706	CYInvestmentIncomeAmt
PY Other Revenue	$1,118,181	PYOtherRevenueAmt
CY Other Revenue	$831,730	CYOtherRevenueAmt
PY Total Revenue	$152,494,616	PYTotalRevenueAmt
CY Total Revenue	$152,990,251	CYTotalRevenueAmt
PY Grants And Similar Paid	$41,682,467	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$43,703,913	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$67,605,480	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$68,709,972	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$28,091	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$55,252	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,127,318	CYTotalFundraisingExpenseAmt
PY Other Expenses	$37,224,389	PYOtherExpensesAmt
CY Other Expenses	$38,396,961	CYOtherExpensesAmt
PY Total Expenses	$146,540,427	PYTotalExpensesAmt
CY Total Expenses	$150,866,098	CYTotalExpensesAmt
PY Revenues Less Expenses	$5,954,189	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$2,124,153	CYRevenuesLessExpensesAmt
Total Assets BOY	$222,303,611	TotalAssetsBOYAmt
Total Assets EOY	$221,595,784	TotalAssetsEOYAmt
Total Liabilities BOY	$99,629,417	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$103,265,592	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$122,674,194	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$118,330,192	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	See Schedule O	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$90,357,144	ExpenseAmt
Grant	$38,327,750	GrantAmt
Revenue	$91,428,819	RevenueAmt
Desc	THE UNIVERSITY OFFERS FULL AND PART-TIME UNDERGRADUATE PROGRAMS ANNUALLY THAT SERVE MORE THAN 2,700 STUDENTS. THE UNIVERSITY ATTRACTS STUDENTS FROM 40 STATES, U.S. VIRGIN ISLANDS, BERMUDA, AND 21 FOREIGN COUNTRIES. STUDENTS ARE OFFERED AN OPPORTUNITY TO STUDY IN MORE THAN 60 UNDERGRADUATE PROGRAMS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$26,655,067	ExpenseAmt
Grant	$5,376,163	GrantAmt
Revenue	$30,984,623	RevenueAmt
Desc	IN ADDITION TO A WIDE RANGE OF UNDERGRADUATE DEGREE PROGRAMS, THE UNIVERSITY OFFERS A NUMBER OF GRADUATE PROGRAMS AND FIRST PROFESSIONAL OPPORTUNITIES IN ARTS AND SCIENCES, BUSINESS, ENGINEERING, LAW AND PHARMACY. THE UNIVERSITY ALSO OFFERS PH.D. PROGRAMS IN BEHAVIORAL ANALYSIS AND ENGINEERING MANAGEMENT.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$17,354,875	ExpenseAmt
Revenue	$22,788,376	RevenueAmt
Desc	THE UNIVERSITY OFFERS RESIDENTIAL OPPORTUNITIES TO FULL-TIME UNDERGRADUATES AND PROFESSIONAL STUDENTS THROUGH A VARIETY OF LIVING ARRANGEMENTS VARYING FROM TRADITIONAL DORMITORY SETTINGS TO APARTMENTS AND SUITES. APPROXIMATELY 1,800 STUDENTS LIVE ON CAMPUS DURING THE ACADEMIC YEAR.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$134,367,086	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	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	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (true)	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	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	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	225	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	2889	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	UC	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
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
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	37	GoverningBodyVotingMembersCnt
Independent Voting Member	34	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
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	WILLIAM J KELLEHER	PersonNm
Phone	4137821288	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1215 WILBRAHAM ROAD	AddressLine1Txt
City	SPRINGFIELD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01119	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
NEVILLE S BOGLE
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
JOHN J BRENNAN
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
RHEO BROUILLARD
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
THOMAS R BURTON
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
DR ANTHONY S CAPRIO
PRESIDENT	40.0	0.0	Yes (X)	$583,864	$0	$38,571	Yes (X)
CARMEL A CARAMAGNA
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
ROBERT W CLARKE
SECRETARY	1.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
NORMA L COLACCINO
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
ALEXANDER M CORL
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
THOMAS M COWIN JULY 2015
TRUSTEE	1.0		Yes (X)	$0	$0	$0
GARY T CROMACK JULY 2015
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
KEVIN S DELBRIDGE
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
ROCCO J FALCONE II
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
MICHAEL J FLYNN
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
DENIS G GAGNON
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
MARSHALL A HART
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
ANDREW T HENSHON
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
DIANA H HORAN
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
STEVEN P KITROSSER
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
STANLEY KOWALSKI III
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
DR BARBARA A LENK
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
AMY B LEWIS
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
DENNIS M LIND
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
EDWIN W LINDSAY
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
MAURA C MCCAFFREY
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
JOHN M MITCHELL
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
KRISTIN L MURPHY
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
DR CARMEN GUEVARA NEUBERGER
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
KENNETH M RICKSON
VICE CHAIRMAN AND TREASURER	1.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
STEPHEN J ROURKE
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
ROBERT E SALAD
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
MICHAEL A SERAFINO
CHAIRMAN	1.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
KATHLEEN A SHEA JULY 2015
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
PETER STEINGRABER
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
GARY F THOMAS JULY 2015
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
ALLISON P WERDER
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
KATHLEEN A WHITE JULY 2015
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
DR LINDA E JONES
VP FOR ACADEMIC AFFAIRS	40.0	0.0		$217,337	$0	$26,158		Yes (X)
WILLIAM J KELLEHER
VP FOR FINANCE AND ADMIN	40.0	0.0		$253,220	$0	$35,993		Yes (X)
WILLIAM G BAKER
PROFESSOR OF LAW	40.0	0.0		$430,515	$0	$25,115			Yes (X)
S HOSSEIN CHERAGHI
DEAN, SCHOOL OF ENGINEERING	40.0	0.0		$217,853	$0	$33,179			Yes (X)
JAMES W GORDON
PROFESSOR OF LAW	40.0	0.0		$325,303	$0	$17,338			Yes (X)
ERIC J GOUVIN
DEAN, SCHOOL OF LAW	40.0	0.0		$238,772	$0	$32,584			Yes (X)
FREDERICK D ROYAL
ASSOC. DEAN LLM, PROF. OF LAW	40.0	0.0		$264,234	$0	$29,835			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,531,098	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$238,773	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	121	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	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
SPARK451 INC
865 MERRICK AVE STE 451	WESTBURY	NY	11590	MULTI-CHANNEL ADS	$412,432
MARKET MENTORS LLC
30 CAPITAL DRIVE SUITE C	WEST SPRINGFIELD	MA	01089	MEDIA ADVERTISING	$356,953
KING WARD COACHLINES
70 JUSTIN DRIVE	CHICOPEE	MA	01022	PROF. TRANSP. SVCS.	$238,539
NEW ENGLAND CENTER FOR CHILDREN
PO BOX 845108	BOSTON	MA	022845108	AUTISM RSCH AND EDU.	$198,284
PEARSON SYSTEMS INC
PO BOX 180	WEST SPRINGFIELD	MA	01090	GENERAL CONTRACTOR	$169,472

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	19	CntrctRcvdGreaterThan100KCnt
Fundraising	$71,505	FundraisingAmt
Government Grants	$1,192,726	GovernmentGrantsAmt
All Other Contributions	$2,958,502	AllOtherContributionsAmt
Noncash Contributions	$159,154	NoncashContributionsAmt
Total Contributions	$4,222,733	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Tuition and Fees	611710	$120,485,406	$120,485,406
Auxilliary Sales and Services	611710	$22,788,376	$22,788,376
Interest on Student Loan	611710	$169,817	$169,817
Sponsored Research	611710	$1,245,483	$1,245,483

Field	Value	IRS element (for citing)
Total Program Service Revenue	$144,689,082	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$605,550	TotalRevenueColumnAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$605,550	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	$49,516	TotalRevenueColumnAmt
Exclusion	$49,516	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$48,928	RealAmt
Personal	$0	PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$48,928	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$48,928	TotalRevenueColumnAmt
Exclusion	$48,928	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$8,015,883	SecuritiesAmt
Other	$0	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$5,374,727	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$2,641,156	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,641,156	TotalRevenueColumnAmt
Exclusion	$2,641,156	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$56,622	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$71,505	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$46,316	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,306	TotalRevenueColumnAmt
Exclusion	$10,306	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	ExclusionExclusionAmt
STUDENT FUNDRAISING INCOME	611710	$271,313	$271,313
EVENTS REGISTRATION	611710	$63,332	$63,332
COMMISSIONS	611710	$23,027		$23,027

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$365,308	TotalRevenueColumnAmt
Related Or Exempt Func Income	$178,091	RelatedOrExemptFuncIncomeAmt
Exclusion	$187,217	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$722,980	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$152,990,251	TotalRevenueColumnAmt
Related Or Exempt Func Income	$145,201,818	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$3,565,700	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

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

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$43,179,267	TotalAmt
Program Services	$43,179,267	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$524,646	TotalAmt
Program Services	$524,646	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	$1,191,863	TotalAmt
Program Services	$247,653	ProgramServicesAmt
Management And General	$883,962	ManagementAndGeneralAmt
Fundraising	$60,248	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$93,247	TotalAmt
Program Services	$93,247	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$49,267,436	TotalAmt
Program Services	$43,112,410	ProgramServicesAmt
Management And General	$5,589,763	ManagementAndGeneralAmt
Fundraising	$565,263	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$4,443,987	TotalAmt
Program Services	$3,819,905	ProgramServicesAmt
Management And General	$569,094	ManagementAndGeneralAmt
Fundraising	$54,988	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$10,056,477	TotalAmt
Program Services	$7,599,367	ProgramServicesAmt
Management And General	$2,323,180	ManagementAndGeneralAmt
Fundraising	$133,930	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$3,656,962	TotalAmt
Program Services	$3,143,405	ProgramServicesAmt
Management And General	$468,308	ManagementAndGeneralAmt
Fundraising	$45,249	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	$101,316	TotalAmt
Management And General	$101,316	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$119,667	TotalAmt
Management And General	$119,667	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

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

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$55,252	TotalAmt
Fundraising	$55,252	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$218,158	TotalAmt
Management And General	$218,158	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$7,087,324	TotalAmt
Program Services	$6,594,693	ProgramServicesAmt
Management And General	$492,631	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,655,133	TotalAmt
Program Services	$777,331	ProgramServicesAmt
Management And General	$805,211	ManagementAndGeneralAmt
Fundraising	$72,591	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,738,537	TotalAmt
Program Services	$4,234,895	ProgramServicesAmt
Management And General	$455,451	ManagementAndGeneralAmt
Fundraising	$48,191	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$220,678	TotalAmt
Program Services	$120,000	ProgramServicesAmt
Management And General	$100,678	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$3,421,558	TotalAmt
Program Services	$3,191,262	ProgramServicesAmt
Management And General	$230,296	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,126,066	TotalAmt
Program Services	$1,979,497	ProgramServicesAmt
Management And General	$109,484	ManagementAndGeneralAmt
Fundraising	$37,085	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	$2,145,435	TotalAmt
Program Services	$1,847,591	ProgramServicesAmt
Management And General	$247,566	ManagementAndGeneralAmt
Fundraising	$50,278	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$3,493,028	TotalAmt
Program Services	$3,388,542	ProgramServicesAmt
Management And General	$104,486	ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$8,274,107	TotalAmt
Program Services	$7,579,098	ProgramServicesAmt
Management And General	$695,009	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$500,648	TotalAmt
Program Services	$97,099	ProgramServicesAmt
Management And General	$403,549	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Maintenance and Repairs	$1,868,237	$1,338,415	$529,822
Non-Capitalized Equipment	$567,156	$400,901	$166,255
Membership and Dues	$302,541	$174,324	$123,974	$4,243
Non-Capitalized Improvements	$107,949	$102,799	$5,150

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,449,423	TotalAmt
Program Services	$820,739	ProgramServicesAmt
Management And General	$628,684	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$150,866,098	TotalAmt
Program Services	$134,367,086	ProgramServicesAmt
Management And General	$15,371,694	ManagementAndGeneralAmt
Fundraising	$1,127,318	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	$9,948,308	BOYAmt
EOY	$10,588,824	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$800,974	BOYAmt
EOY	$546,574	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,668,855	BOYAmt
EOY	$1,583,286	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	$5,297,148	BOYAmt
EOY	$5,094,032	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$38,915	BOYAmt
EOY	$39,816	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$3,086,254	BOYAmt
EOY	$2,479,557	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$237,374,172	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$111,253,635	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$129,657,574	BOYAmt
EOY	$126,120,537	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$54,256,678	BOYAmt
EOY	$46,474,577	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$15,988,797	BOYAmt
EOY	$20,624,955	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	$1,560,108	BOYAmt
EOY	$8,043,626	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$222,303,611	BOYAmt
EOY	$221,595,784	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$9,158,619	BOYAmt
EOY	$9,708,610	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$2,962,162	BOYAmt
EOY	$2,962,162	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$3,336,461	BOYAmt
EOY	$3,161,211	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$81,708,897	BOYAmt
EOY	$84,844,062	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	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,463,278	BOYAmt
EOY	$2,589,547	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$99,629,417	BOYAmt
EOY	$103,265,592	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$94,092,525	BOYAmt
EOY	$90,782,316	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$6,509,264	BOYAmt
EOY	$4,290,862	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$22,072,405	BOYAmt
EOY	$23,257,014	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$122,674,194	BOYAmt
EOY	$118,330,192	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$222,303,611	BOYAmt
EOY	$221,595,784	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$2,124,153	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$6,397,303	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$70,852	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)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

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

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 D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$48,878,892	BeginningYearBalanceAmt
Contributions	$1,322,868	ContributionsAmt
Investment Earnings Or Losses	-$2,217,819	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,144,344	GrantsOrScholarshipsAmt
Other Expenditures	$47,165	OtherExpendituresAmt
Administrative Expenses	$156,200	AdministrativeExpensesAmt
End Year Balance	$45,636,232	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$48,467,806	BeginningYearBalanceAmt
Contributions	$857,437	ContributionsAmt
Investment Earnings Or Losses	$1,815,121	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,026,966	GrantsOrScholarshipsAmt
Other Expenditures	$71,503	OtherExpendituresAmt
Administrative Expenses	$163,003	AdministrativeExpensesAmt
End Year Balance	$48,878,892	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$41,624,265	BeginningYearBalanceAmt
Contributions	$1,038,243	ContributionsAmt
Investment Earnings Or Losses	$7,936,231	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,895,089	GrantsOrScholarshipsAmt
Other Expenditures	$67,762	OtherExpendituresAmt
Administrative Expenses	$168,082	AdministrativeExpensesAmt
End Year Balance	$48,467,806	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$37,020,131	BeginningYearBalanceAmt
Contributions	$1,364,622	ContributionsAmt
Investment Earnings Or Losses	$5,304,030	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,828,431	GrantsOrScholarshipsAmt
Other Expenditures	$66,088	OtherExpendituresAmt
Administrative Expenses	$169,999	AdministrativeExpensesAmt
End Year Balance	$41,624,265	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$38,576,152	BeginningYearBalanceAmt
Contributions	$1,054,606	ContributionsAmt
Investment Earnings Or Losses	-$631,059	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,758,493	GrantsOrScholarshipsAmt
Other Expenditures	$65,063	OtherExpendituresAmt
Administrative Expenses	$156,012	AdministrativeExpensesAmt
End Year Balance	$37,020,131	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.46000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.49000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.05000	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	$4,525,765	OtherCostOrOtherBasisAmt
Book Value	$4,525,765	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$200,119,768	OtherCostOrOtherBasisAmt
Depreciation	$83,600,343	DepreciationAmt
Book Value	$116,519,425	BookValueAmt

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovementsGrp

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$32,728,639	OtherCostOrOtherBasisAmt
Depreciation	$27,653,292	DepreciationAmt
Book Value	$5,075,347	BookValueAmt

Field	Value	IRS element (for citing)
Other Land Buildings		OtherLandBuildingsGrp
Total Book Value Land Buildings	$126,120,537	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
HEDGE FUNDS	$9,772,364	F
INVESTMENTS HELD IN TRUST	$755,100	F
REAL ESTATE FUND	$4,642,188	F
LONG/SHORT EQUITY INVESTMENTS	$5,455,303	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$20,624,955	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
DEPOSITS	$330,403
ASSETS HELD FOR OTHERS	$2,055,667
CAPITAL LEASE OBLIGATION	$203,477

Field	Value	IRS element (for citing)
Total Liability	$2,589,547	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$146,303,938	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$6,397,303	NetUnrealizedGainsInvstAmt
Other Revenue	-$70,852	OtherRevenueAmt
Revenue Not Reported	-$6,468,155	RevenueNotReportedAmt
Revenue Subtotal	$152,772,093	RevenueSubtotalAmt
Investment Expenses Not Incld	$218,158	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$218,158	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$152,990,251	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$150,647,940	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$150,647,940	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$218,158	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$218,158	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$150,866,098	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, LINE 4	ENDOWMENT FUNDS THE UNIVERSITY RECEIVES DONATIONS THROUGH THE ADVANCEMENT OFFICE. IT IS THE RESPONSIBILITY OF THE ADVANCEMENT OFFICE TO CLARIFY, IN WRITING, ANY AMBIGUITY ON GIFTS TO ENSURE THAT THE DONOR'S INTENTIONS ARE ADHERED TO. ANY RESTRICTED DONATIONS ARE INDICATED AS SUCH BY THE ADVANCEMENT OFFICE AND REVIEWED BY THE CONTROLLER'S OFFICE TO ENSURE PROPER RECORDING AND THAT THE DONOR'S INTENTIONS ARE FULFILLED. APPROXIMATELY 46% OF THE UNIVERSITY'S ENDOWMENT FUND IS QUASI-ENDOWMENT FUNDS THAT HAVE BEEN ESTABLISHED THROUGH SOUND FISCAL MANAGEMENT OF THE UNIVERSITY WITH THE REMAINING FUNDS ESTABLISHED THROUGH DONOR RESTRICTED DONATIONS. THE MAJORITY OF THE PERMANENTLY RESTRICTED ENDOWMENT FUNDS ARE USED FOR SCHOLARSHIPS AND AWARDS FOR UNDERGRADUATE AND LAW STUDENTS. THE BOARD-APPROVED RATE OF 5% IS APPLIED TO A 13-QUARTER ROLLING AVERAGE MARKET VALUE TO DETERMINE EACH ENDOWMENT'S DISTRIBUTABLE EARNINGS AND THE ACTUAL SPENDING RATE FOR FISCAL YEAR 2016 WAS 4.45%.
PART X, LINE 2	ASC 740 FOOTNOTE IN NOVEMBER 1956, THE UNIVERSITY WAS GRANTED EXEMPT STATUS UNDER THE INTERNAL REVENUE CODE (IRC) SECTION 501(A), AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). UNDER IRC SECTION 501(A), THE UNIVERSITY IS GENERALLY EXEMPT FROM INCOME TAXES. THE UNIVERSITY ASSESSES UNCERTAIN TAX POSITIONS AND DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS.
PART XI, LINE 2D	OTHER AMOUNTS INCLUDED ON FINANCIAL STATEMENTS BUT NOT ON FORM 990 CHANGE IN SPLIT INTEREST AGREEMENTS ($70,852)

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
PART I, LINE 3	NONDISCRIMINATION POLICY WESTERN NEW ENGLAND UNIVERSITY'S NONDISCRIMINATION POLICY IS SPECIFICALLY STATED IN THEIR BY-LAWS AND IS INCLUDED IN ALL PRINTED MATERIALS.
PART I, LINE 6	GOVERNMENT AID FINANCIAL AID AND ASSISTANCE FROM GOVERNMENTAL AGENCIES CONSIST OF US DEPARTMENT OF EDUCATION FINANCIAL AID, STATE OF MASSACHUSETTS FINANCIAL AID, AND FEDERAL AND STATE RESEARCH GRANT FUNDS.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	PROGRAM SERVICES	UNDERGRAD EDUCATION	$73,648
East Asia and the Pacific	PROGRAM SERVICES	UNDERGRAD EDUCATION	$126,196
Europe (Including Iceland and Greenland)	Program Services	UNDERGRAD EDUCATION	$992,857
Middle East and North Africa	Program Services	UNDERGRAD EDUCATION	$38,509
North America	Program Services	UNDERGRAD EDUCATION	$49,252
Russia and the Newly Independent States	Program Services	UNDERGRAD EDUCATION	$19,500
South America	Program Services	UNDERGRAD EDUCATION	$98,071
South Asia	Program Services	UNDERGRAD EDUCATION	$21,971
Sub-Saharan Africa	Program Services	UNDERGRAD EDUCATION	$70,294
Central America and the Caribbean	Investments		$9,772,364

Field	Value	IRS element (for citing)
Subtotal Spent	$11,262,662	SubtotalSpentAmt
Total Spent	$11,262,662	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
Internal Scholarship	East Asia and the Pacific	5	$48,000	Acct. Credit
Internal Scholarship	Europe (Including Iceland and Greenland)	12	$280,116	Acct. Credit
Internal Scholarship	Middle East and North Africa	1	$12,000	Acct. Credit
Internal Scholarship	North America	3	$43,000	Acct. Credit
Internal Scholarship	Russia and the Newly Independent States	2	$19,500	Acct. Credit
Internal Scholarship	South America	5	$54,000	Acct. Credit
Internal Scholarship	South Asia	2	$16,000	Acct. Credit
Internal Scholarship	Sub-Saharan Africa	3	$52,030	Acct. Credit

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 2

MONITOR THE USE OF GRANT FUNDS OUTSIDE THE U.S. ALL GRANT FUNDS ARE MONITORED WITH AT LEAST TWO DIFFERENT DEPARTMENTS WHICH CREATES CHECKS AND BALANCES TO ENSURE THAT THE FUNDS ARE TRACKED, REPORTED AND USED AS REQUIRED IN THE GRANT LANGUAGE. TITLE IV GRANT FUNDS ARE AWARDED BY THE FINANCIAL AID OFFICE AND APPLIED TO THE STUDENT'S ACCOUNT VIA FINANCIAL AID TRANSMITTAL. AS STUDENTS COMPLETE THEIR REQUIREMENTS FOR RECEIVING AID, WEEKLY TRANSMITTALS ARE RUN AND STUDENTS, WITH THE PROPER CODING ARE SELECTED TO RECEIVE AID. THE TRANSMITTAL GENERATES A LISTING OF EACH AWARD, BY TYPE WITH TOTALS, AND IS USED TO RECORD THE GRANT EXPENSE TO THE GENERAL LEDGER. FEDERAL AWARDS AND GRANTS ARE VERIFIED TO A RECEIVABLE IN THE GENERAL LEDGER THAT IS RECORDED FROM AN AUTHORIZATION LETTER AND TO THE AVAILABLE BALANCE IN THE G5 PAYMENT MANAGEMENT SYSTEM. IF THE AVAILABLE BALANCE IS SUFFICIENT, THE FUNDS ARE DRAWN DOWN THROUGH THE G5 PAYMENT MANAGEMENT SYSTEM INTO THE FEDERAL FUNDS CHECKING ACCOUNT. A BANK ACH REPORT IS GENERATED TO VERIFY THAT THE FUNDS ARE RECEIVED. THE GENERAL LEDGER ACCOUNTS ARE VERIFIED TO GRANTS BY TYPE ON THE FINANCIAL AID SYSTEM AND BILLING TRANSACTIONS ON THE BILLING FILE. THESE SYSTEMS ARE RECONCILED TO EACH DRAW DOWN.

PART I, LINE 3

FOREIGN EXPENDITURES AND INVESTMENTS EXPENDITURES IN COLUMN F ARE BASED ON THE ACCRUAL METHOD OF ACCOUNTING. THE VALUE OF INVESTMENTS REPORTED IN COLUMN F IS REPORTED BASED ON THE FAIR MARKET VALUE AS OF JUNE 30, 2016, IN ACCORDANCE WITH US GAAP.

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
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (true)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Field	Value	IRS element (for citing)
Person	MARTS LUNDY	PersonNm
Activity	CONSULTING	ActivityTxt
Fundraiser Control Of Funds	false	FundraiserControlOfFundsInd
Retained By Contractor	$55,252	RetainedByContractorAmt
Net To Organization	-$55,252	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Retained By Contractors	$55,252	TotalRetainedByContractorsAmt
Total Net To Organization	-$55,252	TotalNetToOrganizationAmt
Licensed States	MA	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	ATHL-GOLF TOURN	Event1Nm
Gross Receipts Event1	$66,505	GrossReceiptsEvent1Amt
Charitable Contri Event1	$48,750	CharitableContriEvent1Amt
Gross Revenue Event1	$17,755	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$1,704	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$9,172	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$4,340	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$452	OtherDirectExpensesEvent1Amt
Event2	ALUM-GOLF TOURN	Event2Nm
Gross Receipts Event2	$39,292	GrossReceiptsEvent2Amt
Charitable Contri Event2	$17,540	CharitableContriEvent2Amt
Gross Revenue Event2	$21,752	GrossRevenueEvent2Amt
Non Cash Prizes Event2	$5,269	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$8,727	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$4,831	FoodAndBeverageEvent2Amt
Other Direct Expenses Event2	$655	OtherDirectExpensesEvent2Amt
Other Events Total	1	OtherEventsTotalCnt
Gross Receipts Other Events	$22,330	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$5,215	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$17,115	GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events	$3,337	NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$3,351	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$3,993	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$250	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$235	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$128,127	GrossReceiptsTotalAmt
Charitable Contributions Tot	$71,505	CharitableContributionsTotAmt
Gross Revenue Total Events	$56,622	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$10,310	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$21,250	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$13,164	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$250	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$1,342	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$46,316	DirectExpenseSummaryEventsAmt
Net Income Summary	$10,306	NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2A	FormAndLineReferenceDesc
Explanation	PROFESSIONAL FUNDRAISING SERVICES THE CONSULTING FIRM OF MARTS & LUNDY WAS ENGAGED BY THE UNIVERSITY TO ASSIST WITH FUTURE CAMPAIGN PLANNING.	ExplanationTxt

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
Internal Scholarship	2320	$42,387,341
College Work Study	896	$547,217
SEOG Federal Financial Aid	88	$244,709

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART 1, LINE 2	FormAndLineReferenceDesc
Explanation	MONITOR THE USE OF GRANT FUNDS IN U.S. ALL GRANT FUNDS ARE MONITORED WITH AT LEAST TWO DIFFERENT DEPARTMENTS WHICH CREATES CHECKS AND BALANCES TO ENSURE THAT THE FUNDS ARE TRACKED, REPORTED AND USED AS REQUIRED IN THE GRANT LANGUAGE. TITLE IV GRANT FUNDS ARE AWARDED BY THE FINANCIAL AID OFFICE AND APPLIED TO THE STUDENT'S ACCOUNT VIA FINANCIAL AID TRANSMITTAL. AS STUDENTS COMPLETE THEIR REQUIREMENTS FOR RECEIVING AID, WEEKLY TRANSMITTALS ARE RUN AND STUDENTS, WITH THE PROPER CODING ARE SELECTED TO RECEIVE AID. THE TRANSMITTAL GENERATES A LISTING OF EACH AWARD, BY TYPE WITH TOTALS, AND IS USED TO RECORD THE GRANT EXPENSE TO THE GENERAL LEDGER. FEDERAL AWARDS AND GRANTS ARE VERIFIED TO A RECEIVABLE IN THE GENERAL LEDGER THAT IS RECORDED FROM AN AUTHORIZATION LETTER AND TO THE AVAILABLE BALANCE IN THE G5 PAYMENT MANAGEMENT SYSTEM. IF THE AVAILABLE BALANCE IS SUFFICIENT, THE FUNDS ARE DRAWN DOWN THROUGH THE G5 PAYMENT MANAGEMENT SYSTEM INTO THE FEDERAL FUNDS CHECKING ACCOUNT. A BANK ACH REPORT IS GENERATED TO VERIFY THAT THE FUNDS ARE RECEIVED. THE GENERAL LEDGER ACCOUNTS ARE VERIFIED TO GRANTS BY TYPE ON THE FINANCIAL AID SYSTEM AND BILLING TRANSACTIONS ON THE BILLING FILE. THESE SYSTEMS ARE RECONCILED TO EACH DRAW DOWN.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	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 (8 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
DR ANTHONY S CAPRIO
PRESIDENT	$512,437	$0	$43,700	$0	$27,727	$0	$23,850	$0	$14,721	$0	$622,435	$0	$0	$0
DR LINDA E JONES
VP FOR ACADEMIC AFFAIRS	$214,620	$0	$0	$0	$2,717	$0	$19,523	$0	$6,635	$0	$243,495	$0	$0	$0
WILLIAM J KELLEHER
VP FOR FINANCE AND ADMIN	$249,319	$0	$0	$0	$3,901	$0	$22,899	$0	$13,094	$0	$289,213	$0	$0	$0
WILLIAM G BAKER
PROFESSOR OF LAW	$207,768	$0	$221,452	$0	$1,295	$0	$16,838	$0	$8,277	$0	$455,630	$0	$0	$0
S HOSSEIN CHERAGHI
DEAN, SCHOOL OF ENGINEERING	$216,563	$0	$0	$0	$1,290	$0	$19,937	$0	$13,242	$0	$251,032	$0	$0	$0
JAMES W GORDON
PROFESSOR OF LAW	$101,430	$0	$221,452	$0	$2,421	$0	$9,063	$0	$8,275	$0	$342,641	$0	$0	$0
ERIC J GOUVIN
DEAN, SCHOOL OF LAW	$238,082	$0	$0	$0	$690	$0	$19,582	$0	$13,002	$0	$271,356	$0	$0	$0
FREDERICK D ROYAL
ASSOC. DEAN LLM, PROF. OF LAW	$260,289	$0	$0	$0	$3,945	$0	$23,702	$0	$6,133	$0	$294,069	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE J, PART I, LINES 1A AND 1B

BENEFITS THROUGH HIS EMPLOYMENT CONTRACT, THE PRESIDENT RECEIVES A HOUSING ALLOWANCE AND IS REIMBURSED FOR SNOW REMOVAL AND LAWN CARE. THE PRESIDENTS HOUSING ALLOWANCE IS INCLUDED IN HIS TAXABLE COMPENSATION. THE PRESIDENT SUBMITS RECEIPTS AND IS REIMBURSED FOR HIS SNOW REMOVAL AND LAWN CARE EXPENSES THROUGH PAYROLL AS A TAXABLE REIMBURSEMENT. THE INFORMATION IS REPORTED TO PAYROLL AND IS INCLUDED IN HIS TAXABLE COMPENSATION. THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION REVIEWS AND APPROVES THE SNOW REMOVAL AND LAWN CARE EXPENSE REIMBURSEMENT. THESE EXPENSES ALSO GO THROUGH THE NORMAL REVIEW AND APPROVAL PROCESS THAT ALL PAYMENTS ARE SUBJECT TO. ALSO THROUGH HIS EMPLOYMENT CONTRACT, THE PRESIDENT RECEIVES A MEMBERSHIP TO APPROPRIATE ORGANIZATIONS FOR THE BENEFIT OF THE INSTITUTION; THUS, THE UNIVERSITY PAYS FOR A MEMBERSHIP AND RELATED EXPENSES TO ONE SOCIAL CLUB. THE MEMBERSHIP AND RELATED EXPENSES ARE FOR USE OF UNIVERSITY BUSINESS ONLY AND ARE PAID THROUGH ACCOUNTS PAYABLE. THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION REVIEWS AND APPROVES ALL EXPENSES RELATING TO THIS. THESE EXPENSES ALSO GO THROUGH THE NORMAL REVIEW AND APPROVAL PROCESS THAT ALL PAYMENTS ARE SUBJECT TO. IN ADDITION, THROUGH HIS EMPLOYMENT CONTRACT, THE PRESIDENT RECEIVES A VEHICLE ALLOWANCE. THE VALUE OF THE VEHICLE ALLOWANCE IS INCLUDED IN THE PRESIDENT'S W-2 WAGES.

SCHEDULE J, PART I, QUESTION 7

NON-FIXED PAYMENTS WILLIAM BAKER AND JAMES GORDON EACH RECIEVED PAYMENTS OF $221,452. ANY TENURED FACULTY WITH 20 YEARS OF FULL-TIME CONTINUOUS SERVICE WHO IS AT LEAST 58 YEARS OF AGE AND NOT MORE THAN THE AGE TO RECEIVE FULL SOCIAL SECURITY BENEFITS IS ELIGIBLE TO PARTICIPATE. THE COMPENSATION IS BASED ON THE ELIGIBLE FACULTY MEMBER'S NINE-MONTH BASE CONTRACTED ACADEMIC SALARY. THE COMPENSATION IS ONE-TWELFTH OF HIS/HER ANNUAL SALARY, FOR EACH 1.5 YEARS OF FULL-TIME CONTINUOUS SERVICE NOT TO EXCEED $221,452. ANTHONY S. CAPRIO RECEIVED A BONUS OF $43,700 UNDER THE VARIABLE CASH COMPENSATION PLAN FOR THE PRESIDENT. THE PLAN IS DESIGNED TO RECOGNIZE THE INEQUITY IMPOSED ON HIGHER COMPENSATED INDIVIDUALS AS A RESULT OF THE IRS LIMIT ON QUALIFIED PLANS. THE VARIABLE CASH COMPENSATION CALCULATION IS THE DIFFERENCE BETWEEN BASE COMPENSATION FOR THE PRIOR FISCAL YEAR AND THE CURRENT YEAR IRS COMPENSATION LIMIT IMPOSED UNDER CODE SECTION 401(A)(17). THE RATE APPLIED TO THE DIFFERENCE CALCULATED IS DETERMINED ANNUALLY BY THE UNIVERSITY COMPENSATION SUB-COMMITTEE. THE RATE IS BASED ON PERFORMANCE AND IS NOT TO EXCEED 20%.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd	CUSIPCUSIPNum
MDFA - SERIES 2008
A	043431814	2008-05-29	$5,000,000	CONSTRUCTION - LAW SCHOOL ADDITION	false	false	false
MDFA - SERIES 2009C
B	043431814	2009-11-09	$43,000,000	CONSTRUCT - NEW ACADEMIC BUILDING	false	false	false
MDFA - SERIES 2011D
C	043431814	2011-12-20	$8,380,000	CONSTRUCT - EXISTING ACADEMIC BLDG	false	false	false
MDFA - SERIES 2015
D	043431814	2015-12-22	$39,201,607	RFND ISS 10/19/2005 CNSTR NEW HALL	false	false	false	57584XHE4

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	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$1,543,863	$0	$5,000,000	$0	$0	$0	$61,819	$0	$0	$4,938,181	$0	$0	2008	false	false	Yes (true)	Yes (true)
B	$7,767,723	$0	$43,000,000	$0	$0	$0	$165,500	$0	$0	$42,834,500	$0	$0	2011	false	false	Yes (true)	Yes (true)
C	$594,539	$0	$8,380,000	$0	$0	$0	$121,620	$0	$0	$8,258,380	$0	$0	2012	false	false	Yes (true)	Yes (true)
D	$0	$0	$39,201,607	$0	$0	$0	$462,177	$0	$0	$8,079,556	$30,659,874	$0	2017	Yes (true)	false	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	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	false	Yes (true)	Yes (true)	false	0	false	false	false	false
B	false	false	Yes (true)	Yes (true)	false	0	false	false	false	false
C	false	false	Yes (true)	Yes (true)	false	0	false	false	false	false
D	false	false	Yes (true)	Yes (true)	false	0.00440	false	false	false	false	0.00440

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	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
A	false	false	Yes (true)	false	Yes (true)	false	false	0	false	false
0
B	false	false	false	Yes (true)	false	false	false	0	false	false
0
C	false	false	false	Yes (true)	false	false	false	0	false	false
0
D	false	Yes (true)	false	false	false	false	false	0	false	false

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	false
B	false
C	false
D	false

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, QUESTION 3A	FOR BONDS A, B, AND C ANY MANAGEMENT OR SERVICE CONTRACTS THAT MAY RESULT IN PRIVATE BUSINESS USE OF BOND-FINANCED PROPERTY FALL WITHIN THE INCIDENTAL USE EXCEPTION.
PART III, QUESTION 9	WESTERN NEW ENGLAND UNIVERSITY HAD NOT FORMALLY ESTABLISHED WRITTEN PROCEDURES TO ENSURE THAT ALL NONQUALIFIED BONDS OF THE ISSUE ARE REMEDIATED IN ACCORDANCE WITH THE REQUIREMENTS UNDER REGULATIONS SECTION 1.141-12 AND 1.145-2; THE UNIVERSITY DID MONITOR THE PROCEDURES WITHOUT THE FORMAL WRITTEN POLICY. CURRENTLY THE NECESSARY WRITTEN PROCEDURES EXIST IN DRAFT FORM AND ARE UNDERGOING THE ADMINISTRATIVE REVIEW AND APPROVAL PROCESS AT THE UNIVERSITY THAT IS REQUIRED FOR FORMAL IMPLEMENTATION.
PART IV, QUESTION 2C	DATE OF REBATE COMPUTATION THE REBATE COMPUTATIONS WERE PERFORMED AS FOLLOWS: MDFA SERIES 2009C - AS OF 11/9/2015 MDFA SERIES 2011D - AS OF 12/20/2015 THE REBATE COMPUTATION FOR THE MDFA SERIES 2008 BOND WAS COMPLETED AS OF 10/30/2012 AND WAS DEEMED TO SATISFY SECTION 148(F) OF THE CODE UNDER THE SIX MONTH SPENDING EXCEPTION ACCORDING TO SECTION 1.148-7(C) OF THE REGULATIONS.
PART IV, QUESTION 7 AND PART V	PROCEDURES TO MONITOR THE REQUIREMENTS OF SECTION 148 AND TO UNDERTAKE CORRECTIVE ACTION: WESTERN NEW ENGLAND UNIVERSITY HAD NOT FORMALLY ESTABLISHED WRITTEN PROCEDURES TO MONITOR REQUIREMENTS OF SECTION 148 AND TO ENSURE THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IF SELF-REMEDIATION IS NOT AVAILABLE UNDER THE REGULATIONS; HOWEVER, THE UNIVERSITY DID COMPLY WITH THE REQUIREMENTS EVEN THOUGH THE PROCEDURES WERE NOT FORMALLY WRITTEN AND IMPLEMENTED. CURRENTLY THE NECESSARY WRITTEN PROCEDURES EXIST IN DRAFT FORM AND ARE UNDERGOING THE ADMINISTRATIVE REVIEW AND APPROVAL PROCESS AT THE UNIVERSITY THAT IS REQUIRED FOR FORMAL IMPLEMENTATION.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
Y BOGLE
SPOUSE OF TRUSTEE	$79,132	EMPLOYMENT	false
J O'SULLIVAN
DAUGHTER OF TRUSTEE	$14,115	EMPLOYMENT	false
SUBSTANTIAL CONTRIBUTOR
SUBST. CONTRIBUTOR	$5,312,138	FOOD SERVICE VENDOR	false
SUBSTANTIAL CONTRIBUTOR
SUBST. CONTRIBUTOR	$261,006	BOOKSTORE VENDOR	false
SUBSTANTIAL CONTRIBUTOR
SUBST. CONTRIBUTOR	$244,616	TRANSPORTATION VENDOR	false

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	5	ContributionCnt
Noncash Contributions Rpt F990	$1,225	NoncashContributionsRptF990Amt
Method Of Determining Revenues	EST. RETAIL VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
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	11	ContributionCnt
Noncash Contributions Rpt F990	$85,439	NoncashContributionsRptF990Amt
Method Of Determining Revenues	AVERAGE MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
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 (3 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	EQUIPMENT	32	$2,961	EST. RETAIL VALUE
Yes (X)	EQUIPMENT	30	$67,397	ACTUAL INVOICE
Yes (X)	ALUMNI EVENT	1	$2,132	EST. RETAIL VALUE

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 1	ORGANIZATION'S MISSION STATEMENT WESTERN NEW ENGLAND UNIVERSITY, A COMPREHENSIVE PRIVATE INSTITUTION WITH A TRADITION OF EXCELLENCE IN TEACHING AND SCHOLARSHIP AND A COMMITMENT TO SERVICE, AWARDS UNDERGRADUATE, MASTER'S, AND DOCTORAL DEGREES IN VARIOUS DEPARTMENTS FROM AMONG OUR COLLEGES OF ARTS AND SCIENCES, BUSINESS, ENGINEERING, AND PHARMACY, AND SCHOOL OF LAW. ONE OF ONLY A FEW U.S. COMPREHENSIVE INSTITUTIONS ENROLLING UNDER 5,000 STUDENTS RECOGNIZED WITH NATIONAL AND INTERNATIONAL ACCREDITATIONS AT THE HIGHEST LEVELS IN LAW, BUSINESS, ENGINEERING, AND SOCIAL WORK, WE SERVE STUDENTS PREDOMINANTLY FROM THE NORTHEASTERN U.S., BUT ENROLL STUDENTS FROM ACROSS THE COUNTRY AND AROUND THE WORLD. THE VAST MAJORITY OF UNDERGRADUATE STUDENTS RESIDE ON CAMPUS. OUR 215-ACRE CAMPUS IN SPRINGFIELD, MASSACHUSETTS, IS REMARKABLE FOR ITS BEAUTY, SECURITY, AND METICULOUS UPKEEP. OUR MISSION: THE HALLMARK OF THE WESTERN NEW ENGLAND UNIVERSITY EXPERIENCE IS AN UNWAVERING FOCUS ON AND ATTENTION TO EACH STUDENT'S ACADEMIC AND PERSONAL DEVELOPMENT, INCLUDING LEARNING OUTSIDE THE CLASSROOM. FACULTY, DEDICATED TO EXCELLENCE IN TEACHING AND RESEARCH, AND OFTEN NATIONALLY RECOGNIZED IN THEIR FIELDS, TEACH IN AN ENVIRONMENT OF WARMTH AND PERSONAL CONCERN WHERE SMALL CLASSES PREDOMINATE. ADMINISTRATIVE AND SUPPORT STAFF WORK COLLABORATIVELY WITH FACULTY IN ATTENDING TO STUDENT DEVELOPMENT SO THAT EACH STUDENT'S ACADEMIC AND PERSONAL POTENTIAL CAN BE REALIZED AND APPRECIATED. WESTERN NEW ENGLAND UNIVERSITY DEVELOPS LEADERS AND PROBLEM-SOLVERS FROM AMONG OUR STUDENTS, WHETHER IN ACADEMICS, INTERCOLLEGIATE ATHLETICS, EXTRACURRICULAR AND COCURRICULAR PROGRAMS, COLLABORATIVE RESEARCH PROJECTS WITH FACULTY, OR IN PARTNERSHIP WITH THE LOCAL COMMUNITY. AT WESTERN NEW ENGLAND UNIVERSITY, EXCELLENCE IN STUDENT LEARNING GOES HAND IN HAND WITH THE DEVELOPMENT OF PERSONAL VALUES SUCH AS INTEGRITY, ACCOUNTABILITY, AND CITIZENSHIP. STUDENTS ACQUIRE THE TOOLS TO SUPPORT LIFELONG LEARNING AND THE SKILLS TO SUCCEED IN THE GLOBAL WORKFORCE. EQUALLY IMPORTANT, ALL MEMBERS OF OUR COMMUNITY ARE COMMITTED TO GUIDING STUDENTS IN THEIR DEVELOPMENT TO BECOME INFORMED AND RESPONSIBLE LEADERS IN THEIR LOCAL AND GLOBAL COMMUNITIES BY PROMOTING A CAMPUS CULTURE OF RESPECT, TOLERANCE, ENVIRONMENTAL AWARENESS, AND SOCIAL RESPONSIBILITY. WE ARE POSITIONED WELL TO ACCOMPLISH THESE GOALS AS A TRULY COMPREHENSIVE INSTITUTION WHOSE FACULTY AND STAFF HAVE HISTORICALLY COLLABORATED IN OFFERING AN INTEGRATED PROGRAM OF LIBERAL AND PROFESSIONAL LEARNING IN THE DIVERSE FIELDS OF ARTS AND SCIENCES, BUSINESS, ENGINEERING, LAW, AND PHARMACY. OUR CORE VALUES: EXCELLENCE IN TEACHING, RESEARCH, AND SCHOLARSHIP, UNDERSTANDING THAT OUR PRIMARY PURPOSE IS TO PROVIDE AN OUTSTANDING EDUCATION SUPPORTED BY FACULTY WITH THE HIGHEST ACADEMIC CREDENTIALS, AND WITH NATIONAL PROMINENCE IN THEIR FIELDS. STUDENT-CENTERED LEARNING, PROVIDING AN INDIVIDUALIZED APPROACH TO EDUCATION WHICH INCLUDES A PROFOUND COMMITMENT TO SMALL CLASS SIZES, PERSONALIZED STUDENT-FACULTY RELATIONSHIPS, AND STUDENT ENGAGEMENT AND PERSONAL GROWTH BOTH WITHIN AND BEYOND THE CLASSROOM. A SENSE OF COMMUNITY, TREATING EVERY INDIVIDUAL AS A VALUED MEMBER OF OUR COMMUNITY WITH A SHARED SENSE OF PURPOSE AND OWNERSHIP MADE POSSIBLE BY MUTUAL RESPECT AND SHARED GOVERNANCE. CULTIVATION OF A PLURALISTIC SOCIETY, CELEBRATING THE DIVERSITY OF OUR COMMUNITY, LOCALLY AND GLOBALLY, AND CREATING A COMMUNITY THAT FOSTERS TOLERANCE, INTEGRITY, ACCOUNTABILITY, CITIZENSHIP, AND SOCIAL RESPONSIBILITY. INNOVATIVE INTEGRATED LIBERAL AND PROFESSIONAL EDUCATION, CONSTITUTING THE FOUNDATION OF OUR UNDERGRADUATE AND GRADUATE CURRICULUM, PROVIDING GLOBAL EDUCATION, LEADERSHIP OPPORTUNITIES, AND CAREER PREPARATION. COMMITMENT TO ACADEMIC, PROFESSIONAL, AND COMMUNITY SERVICE, PROMOTING OPPORTUNITIES FOR ALL CAMPUS COMMUNITY MEMBERS TO PROVIDE RESPONSIBLE SERVICE OF THE HIGHEST QUALITY TO OTHERS. *STEWARDSHIP OF OUR CAMPUS, CARING FOR THE SUSTAINABILITY AND AESTHETICS OF THE ENVIRONMENT BOTH WITHIN AND BEYOND THE CAMPUS. OUR VISION FOR APPROACHING OUR SECOND CENTURY: IN 2019 WESTERN NEW ENGLAND UNIVERSITY WILL CELEBRATE ITS CENTENNIAL AS AN INSTITUTION OF HIGHER EDUCATION. OUR FOCUS WILL CONTINUE TO BE ON THE WHOLE STUDENT, BUT IN A TWENTY-FIRST CENTURY CONTEXT HIGHLIGHTING THE DEMANDS OF A DIVERSE AND GLOBAL SOCIETY, THE ACCELERATING PACE OF TECHNOLOGY, AND THE NECESSITY OF ATTENTION TO ENVIRONMENTAL SUSTAINABILITY. OUR NEXT DECADE WILL BE MARKED BY A CONTINUED DEDICATION TO EXCELLENCE, VISIONARY THINKING, FLEXIBILITY, AND ENTREPRENEURIAL SPIRIT. WE MUST CONTINUE TO DEVELOP AS A COMPREHENSIVE INSTITUTION OFFERING AN INTEGRATED PROGRAM OF LIBERAL AND PROFESSIONAL UNDERGRADUATE AND GRADUATE EDUCATION WHILE ESTABLISHING OURSELVES IN A POSITION OF REGIONAL LEADERSHIP AND NATIONAL RECOGNITION.
FORM 990, PART VI, LINE 11A	FORM 990 REVIEW PROCESS THE TRUSTEE AUDIT COMMITTEE REVIEWS THE FORM 990 BEFORE IT IS PASSED ON TO THE FULL BOARD REVIEW. THE AUDIT COMMITTEE'S REVIEW IS ACCOMPLISHED BY PROVIDING THE FORM AND ALL SCHEDULES AND ATTACHMENTS TO THE COMMITTEE THROUGH THE UNIVERSITY'S SECURE ONLINE WEBSITE. THE ENTIRE RETURN IS AVAILABLE THROUGH THE SECURE ONLINE WEBSITE AND THE COMMITTEE HAS THE OPPORTUNITY TO DISCUSS THE RETURN IN AN OPEN FORUM THAT IS VIEWED BY ALL. ONCE THE COMMITTEE REVIEWS THE RETURN TO ENSURE COMPLIANCE WITH FILING REQUIREMENTS, THE FULL BOARD IS GIVEN ACCESS TO THE SECURE ONLINE WEBSITE BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, LINE 12C	CONFLICT OF INTEREST POLICY THE UNIVERSITY ASKS BOTH TRUSTEES AS WELL AS ADMINISTRATIVE EMPLOYEES TO COMPLETE A CONFLICT OF INTEREST STATEMENT EACH YEAR. THE TRUSTEES'STATEMENTS ARE REVIEWED BY IN-HOUSE COUNSEL. IF ANY ISSUES AND/OR CONCERNS ARE FOUND, THE IN-HOUSE COUNSEL BRINGS THE MATTER FORWARD, AS APPROPRIATE, TO ENSURE THAT ALL PARTIES ARE AWARE OF ANY ISSUES. ANY TRUSTEE WITH A CONFLICT ABSTAINS FROM ANY BOARD OR COMMITTEE VOTES AS DEEMED NECESSARY. EACH YEAR ALL ADMINISTRATIVE STAFF MUST REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN A CONFLICT OF INTEREST STATEMENT. THESE STATEMENTS ARE FORWARDED TO THE HUMAN RESOURCE DEPARTMENT FOR REVIEW. ANY POTENTIAL CONFLICTS ARE BROUGHT FORWARD AS APPROPRIATE.
FORM 990, PART VI, LINES 15A & 15B	COMPENSATION 15A. THE COMPENSATION REVIEW FOR THE PRESIDENT WAS DONE THROUGH A COMPENSATION SUB-COMMITTEE OF TRUSTEES COMPRISED OF THE CHAIRMAN, VICE CHAIRMAN, SECRETARY AND TWO OTHER MEMBERS. THE SUB-COMMITTEE MET DURING THE YEAR TO REVIEW THE PRESIDENT'S PERFORMANCE OF THE PREVIOUS YEAR'S GOALS AND TO ESTABLISH THE COMING YEAR'S GOALS. THE SUB-COMMITTEE ENGAGED A THIRD PARTY TO CONDUCT AN INDEPENDENT REVIEW OF THE PRESIDENT'S COMPENSATION. THE THIRD PARTY WAS ASKED TO ADVISE THE SUB-COMMITTEE OF TRENDS AND ANY OTHER PERTINENT INFORMATION WITH RESPECT TO PEER INSTITUTIONS. THE COMPENSATION SUB-COMMITTEE OF THE BOARD OF TRUSTEES RECOMMENDED TO THE EXECUTIVE COMMITTEE THE PRESIDENT'S COMPENSATION PACKAGE AND IT WAS APPROVED. ALL DOCUMENTATION IS KEPT BY THE CHAIRMAN OF THE BOARD. IN ADDITION, THE PRESIDENT'S OFFICE RETAINS A COPY OF THE PRESIDENT'S SELF-EVALULATION. THE MINUTES OF THE COMPENSATION SUB-COMMITTEE AND EXECUTIVE COMMITTEE ARE KEPT ON FILE IN THE PRESIDENT'S OFFICE. THESE MINUTES, WITH MOTIONS FOR COMPENSATION PACKAGES, ARE MAILED TO ALL TRUSTEES. THE COMPENSATION PROCESS MEETS THE REBUTTABLE PRESUMPTION. THE COMMITTEE IS COMPRISED OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST REGARDING THE TRANSACTION, THE COMMITTEE RELIED ON APPROPRIATE DATA AS TO COMPARABILITY PRIOR TO MAKING ITS DETERMINATION AND THE COMMITTEE TIMELY AND ADEQUATELY DOCUMENTS THE DECISIONS REGARDING COMPENSATION. 15B. THE COMPENSATION FOR OFFICER AND KEY EMPLOYEES WAS MOST HEAVILY MEASURED AGAINST PERFORMANCE OF THE INDIVIDUALS AND THE PUBLISHED SALARY DOCUMENTATION FOR THE COLLEGE AND UNIVERSITY PERSONNEL ASSOCIATION'S (CUPA) SALARY LISTINGS FROM COMPARABLE DATA OF INSTITUTIONS WITHIN THE SAME CATEGORY AS THE UNIVERSITY. THE PRESIDENT DETERMINES THE INCREASE BASED ON PERFORMANCE AND COMPARABLE COMPENSATION DATA. HE REPORTS THE SALARY LEVELS OF THE KEY EMPLOYEES TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. COMPENSATION RECORDS ARE KEPT IN THE PRESIDENT'S OFFICE.
FORM 990, PART VI, LINE 19	PUBLIC DISCLOSURE THE IRS FORM 990 IS AVAILABLE UPON REQUEST FROM THE UNIVERSITY. IT IS POSTED, ALONG WITH THE AUDITED FINANCIAL STATEMENTS, ON THE WEBSITE OF THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE AT WWW.MASS.GOV. THE UNIVERSITY'S GOVERNING DOCUMENTS, ARTICLES OF INCORPORATION AND BY-LAWS MAY BE REQUESTED FROM THIS OFFICE AND ARE POSTED ON THE WEBSITE FOR THE MASSACHUSETTS SECRETARY OF STATE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON THE UNIVERSITYS WEBSITE.
FORM 990, PART XI, LINE 5	RECONCILIATION OF NET ASSETS OTHER CHANGES IN NET ASSETS OR FUND BALANCES CHANGE IN VALUE OF SPLIT INVESTMENTS (70,852) ---------- TOTAL OTHER CHANGES IN NET ASSETS (70,852)

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CHARITABLE REMAINDER TRUSTS (2)	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1215 WILBRAHAM ROAD	AddressLine1Txt
City	SPRINGFIELD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01119	ZIPCd

Field	Value	IRS element (for citing)
Primary Activities	CHARITABLE TRUST	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	false	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	false	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	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd