2017-05-12T15:53:56-05:00 2016-06-30 KPMG LLP 60 South Street Boston MA 02111 990 2015-07-01 042133255 SUFFOLK UNIVERSITY % LAURA SANDER SUFF 6175738400 8 ASHBURTON PLACE BOSTON MA 021082770 LAURA SANDER SENIOR VP/TREASURER 2017-05-12 true TARA D'AGOSTINO P01245482 6179881000 2017-05-12 2015 2021-01-29 14:40:06Z LAURA SANDER 73 TREMONT STREET BOSTON MA 021082770 345645160 false X WWW.SUFFOLK.EDU X 1914 MA SUFFOLK UNIVERSITY IS A TALENT CATALYST THAT RECOGNIZES AND DEVELOPS STUDENT POTENTIAL. *CONTINUED ON SCHEDULE O* 27 26 3603 250 27873 8896768 8057795 282008111 283011552 21549146 20192727 3189707 2772126 315643732 314034200 79047755 80018115 0 0 123294652 113386009 101469 119057 1153623 89242843 100276018 291686719 293799199 23957013 20235001 700363978 701266547 398019975 383961112 302344003 317305435 X SUFFOLK UNIVERSITY IS A TALENT CATALYST THAT RECOGNIZES AND DEVELOPS STUDENT POTENTIAL. *CONTINUED ON SCHEDULE O* false false 124898810 43405356 144688679 THE COLLEGE OF ARTS AND SCIENCES PREPARES STUDENTS OF ALL AGES AND BACKGROUNDS TO LIVE MORE FULFILLING LIVES, TO APPRECIATE AND CONTRIBUTE TO THE COMMUNITIES OF WHICH THEY ARE MEMBERS AND TO REACH THEIR ETHICAL, PERSONAL, INTELLECTUAL AND FINANCIAL GOALS. TO HELP ITS STUDENTS MAXIMIZE THEIR POTENTIAL, THE COLLEGE EMPHASIZES CRITICAL AND ANALYTICAL THINKING THROUGH A RIGOROUS "SUCCESS SKILLS" UNDERGRADUATE CORE PROGRAM IN WRITTEN AND ORAL COMMUNICATION, COMPUTING, ANALYZING AND INTEGRATING. *CONTINUED ON SCHEDULE O* 80794517 25741528 87819610 THE SAWYER BUSINESS SCHOOL (SBS) CREATES A LEARNING ENVIRONMENT THAT ENABLES STUDENTS TO EMERGE AS SUCCESSFUL LEADERS IN THE PRACTICE OF GLOBAL BUSINESS AND PUBLIC SERVICES. THE SBS VALUES EXCELLENCE IN EDUCATION AND RESEARCH, AND WORKS WITH ITS STUDENTS, ALUMNI, AND BUSINESS PARTNERS TO ACHIEVE THEIR GOALS. THE PROGRAMS ARE BUILT ON THE CORE VALUES OF PROMOTING OPPORTUNITY, EXCELLENCE, QUALITY TEACHING, INCLUSION AND COLLABORATION, AND EXCEPTIONAL SERVICE. 34420734 10871231 50503263 THE LAW SCHOOL IS DEDICATED TO WELCOMING STUDENTS FROM ALL BACKGROUNDS AND CIRCUMSTANCES AND EDUCATING THEM TO BECOME HIGHLY SKILLED AND ETHICAL LAWYERS WHO ARE WELL-PREPARED TO SERVE IN THEIR LOCAL COMMUNITIES, ACROSS THE NATION, AND AROUND THE WORLD. THE LAW SCHOOL SEEKS TO DEVELOP IN ITS STUDENTS THE SKILLS NECESSARY TO SERVE THE PROFESSION'S CHANGING NEEDS IN AN INCREASINGLY DIVERSE, GLOBAL AND TECHNOLOGICALLY-DEPENDENT SOCIETY. *CONTINUED ON SCHEDULE O* 240114061 true true false true false false false true false true true false false false true true false true true true true false true true false false false true true true true false false false false false false true false false true true false false false false true true true false false true 401 0 true 3603 true true true true SP false false false false false false false false X 27 26 false false true false false false false true true false false true true true true true true true true false MA X X LAURA SANDER 6175738400 73 TREMONT STREET BOSTON MA 02108 ROGER BERKOWITZ TRUSTEE 1.0 0.0 X 0 0 0 JOHN L BROOKS III TRUSTEE 1.0 0.0 X 0 0 0 IRWIN CHAFETZ TRUSTEE 1.0 0.0 X 0 0 0 JEANETTE G CLOUGH TRUSTEE 1.0 0.0 X 0 0 0 DANIEL F CONLEY ESQ TRUSTEE 1.0 0.0 X 0 0 0 LEO J CORCORAN TRUSTEE 1.0 0.0 X 0 0 0 DENNIS M DUGGAN ESQ TRUSTEE 1.0 0.0 X 0 0 0 JOHN FERNANDEZ TRUSTEE 1.0 0.0 X 0 0 0 FRANCIS X FLANNERY TRUSTEE 1.0 0.0 X 0 0 0 JILL S GABBE TRUSTEE 1.0 0.0 X 0 0 0 RUSSELL A GAUDREAU JR ESQ TRUSTEE 1.0 0.0 X 0 0 0 DAVID HOBERMAN TRUSTEE 1.0 0.0 X 0 0 0 WILLIAM T HOGAN III ESQ TRUSTEE 1.0 0.0 X 0 0 0 J ROBERT JOHNSON TRUSTEE 1.0 0.0 X 0 0 0 PATRICK JORDAN TRUSTEE 1.0 0.0 X 0 0 0 JULIE KAHN ESQ TRUSTEE 1.0 0.0 X 0 0 0 ROBERT C LAMB JR CHAIR 1.0 0.0 X 0 0 0 JESSICA A MASSEY ESQ TRUSTEE 1.0 0.0 X 0 0 0 JOHN M MCDONNELL TRUSTEE 1.0 0.0 X 0 0 0 ANDREW C MEYER JR ESQ FORMER CHAIR 1.0 0.0 X 0 0 0 JAMES T MORRIS ESQ TRUSTEE 1.0 0.0 X 0 0 0 JENNIFER A NASSOUR ESQ TRUSTEE 1.0 0.0 X 0 0 0 THE HONORABLE AMY NECHTEM TRUSTEE 1.0 0.0 X 0 0 0 CAROL SAWYER PARKS TRUSTEE 1.0 0.0 X 0 0 0 WILLIAM POPELESKI TRUSTEE 1.0 0.0 X 0 0 0 E MACEY RUSSELL TRUSTEE 1.0 0.0 X 0 0 0 ROBERT K SHERIDAN ESQ TRUSTEE 1.0 0.0 X 0 0 0 MARSHALL M SLOANE TRUSTEE 1.0 0.0 X 0 0 0 DAVID SOUTHWORTH TRUSTEE 1.0 0.0 X 0 0 0 MARK SULLIVAN ESQ TRUSTEE 1.0 0.0 X 0 0 0 TARA L TAYLOR TRUSTEE 1.0 0.0 X 0 0 0 DAMIAN WILMONT ESQ TRUSTEE 1.0 0.0 X 0 0 0 MARGARET MCKENNA PRESIDENT/NO VOTE EX OFFICIO 50.0 0.0 X 301128 0 20538 DANIELLE MANNING SENIOR VP/TREASURER 50.0 0.0 X 330008 0 44688 JOHN NUCCI SVP/GOV'T & COMMUNITY AFFAIRS 50.0 0.0 X 276167 0 22500 MARISA KELLY SVP/PROVOST 50.0 0.0 X 321925 0 48725 MICHAEL CROWLEY SVP/ENROLLMENT MANAGEMENT 50.0 0.0 X 53061 0 0 GREG GATLIN VICE PRESIDENT 50.0 0.0 X 162262 0 45130 ANDREW PERLMAN DEAN 50.0 0.0 X 220643 0 53415 WILLIAM O'NEILL DEAN 50.0 0.0 X 300118 0 48211 GORDON KING SENIOR DIRECTOR 50.0 0.0 X 192563 0 20787 S JASON BALETSA GENERAL COUNSEL 50.0 0.0 X 172225 0 27104 CAMILLE NELSON DEAN 50.0 0.0 X 416428 0 36992 KENNETH GREENBERG DEAN 50.0 0.0 X 319991 0 23849 MICHAEL BEHNAM ASSOCIATE DEAN 50.0 0.0 X 258598 0 48565 THOMAS LYNCH III CHIEF INFORMATION OFFICER 50.0 0.0 X 234487 0 24705 JANICE GRIFFITH PROFESSOR 50.0 0.0 X 222886 0 15457 MARC PERLIN PROFESSOR 50.0 0.0 X 214085 0 48886 ROBERT H SMITH PROFESSOR 50.0 0.0 X 211914 0 34801 NANCY STOLL VP/STUDENT AFFAIRS 50.0 0.0 X 182132 0 16049 WALTER CAFFEY SVP/ENROLLMENT MANAGEMENT 50.0 0.0 X 101105 0 20289 4491726 0 600691 282 true true false Sodexo Inc and Affiliates 1 BEACON STREET SUITE 5200 BOSTON MA 02108 Food Services 4021696 CW Facility Services Inc 100 FIFTH AVE 16TH FL NEW YORK NY 10110 Facilities 3216632 NBBJ 1 BEACON STREET SUITE 5200 BOSTON MA 02108 ARCHITECT 2381165 ABM JANITORIAL SERVICE 321 WEST 44TH STREET SUITE 701 NEW YORK NY 10036 JANITORIAL SERVICES 2082492 MINTZ LEVIN 1 FINANCIAL CENTER BOSTON MA 02111 LEGAL SERVICES 675655 33 3895445 4162350 96379 8057795 TUITION AND FEES 611710 262831932 262831932 RESIDENCE HALLS AND DINING 721000 20179620 20179620 283011552 4957573 27873 4929700 113159 113159 0 1426695 0 1426695 0 1426695 1426695 3232955 43500000 2947574 28663386 285381 14836614 15121995 15121995 0 0 0 0 0 0 BOOKSTORE COMMISSIONS 900099 459835 459835 OTHER SOURCES 900099 163735 163735 MISCELLANEOUS INCOME 900099 125465 125465 596396 596396 1345431 314034200 283011552 27873 22936980 167500 167500 77678237 77678237 2172378 2172378 0 3560175 1007369 2359264 193542 0 85075928 69812124 14811055 452749 6182068 5279355 860674 42039 12309603 10658139 1617735 33729 6258235 5075428 1138290 44517 0 1837284 1837284 225830 225830 450 450 119057 119057 390591 390591 1577284 1577284 2910414 2144913 714971 50530 2287840 786530 1364300 137010 5713114 806210 4878354 28550 0 29725842 17708457 12013128 4257 1332155 1199289 108369 24497 0 19681 5263 14418 19727103 17466377 2260726 0 12202553 10800510 1402043 1563723 1042482 521241 ACADEMIC SERVICES & SUPPORT 5939343 5939343 RESIDENCE HALL EXPENSES 3468785 3468785 OTHER PUBLIC SERVICE 2096175 2096175 LIBRARY EXPENSE 1753880 1753880 7503971 3045317 4435508 23146 293799199 240114061 52531515 1153623 0 0 1834924 1392373 2656365 2816158 2256417 3304644 977650 0 0 0 0 0 0 0 5561312 1641917 517172276 139567532 381105901 377604744 240888831 265750537 15648587 14539557 11202370 10616919 0 0 38231621 23599698 700363978 701266547 37198601 31462663 0 0 8914772 7649517 346957955 339830366 0 0 0 0 0 0 0 0 4948647 5018566 398019975 383961112 X 266716014 282787449 7605951 6447465 28022038 28070521 302344003 317305435 700363978 701266547 X 20235001 -5536518 262949 X false true X true true true X 10321499 6792317 7655271 8896768 8057795 41723650 0 0 10321499 6792317 7655271 8896768 8057795 41723650 0 41723650 4553741 5217583 5921621 5683775 6497427 27874147 0 1146830 979394 1126637 1810971 1345431 6409263 76007060 1463444751 0.54894 0.56135 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false false true 450 450 false LOBBYING PART II-B SUFFOLK UNIVERSITY PAYS MEMBERSHIP DUES TO VARIOUS EDUCATIONAL ASSOCIATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES ON BEHALF OF THEIR MEMBERS. MEMBERSHIP FEES TO THESE ORGANIZATIONS ALLOCABLE TO LOBBYING ACTIVITIES AMOUNTED TO $450. X X X X false 185813403 3530104 -533727 965496 5817504 390591 181636189 194540110 3795746 -1110491 6943309 4045659 422994 185813403 164687874 10189808 25023653 617667 4382933 360625 194540110 128800296 24225041 15392921 754281 2620719 355384 164687874 128044033 2382314 1785788 616107 2478674 317058 128800296 0.83080 0.14600 0.02320 true false 46455421 46455421 362002488 70194237 291808251 38974156 16834994 22139162 69088272 52459594 16628678 651939 78707 573232 377604744 0 REFUNDABLE US GOVERNMENT GRANT 5018566 5018566 X 314060009 -5536518 5952918 416400 313643609 390591 390591 314034200 297596098 4187490 4187490 293408608 390591 390591 293799199 DESCRIPTION OF ORGANIZATION'S COLLECTIONS PART III, LINE 4 THE UNIVERSITY'S COLLECTIONS CONSIST OF WORKS OF ART, ARTIFACTS, RARE BOOKS, HISTORICAL DOCUMENTS, AND OTHER SIMILAR MATERIALS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED REGULARLY. AN EXAMPLE OF A COLLECTION HELD BY THE UNIVERSITY IS THE JOHN JOSEPH MOAKLEY ARCHIVE AND INSTITUTE. THE JOHN JOSEPH MOAKLEY ARCHIVE AND INSTITUTE AT SUFFOLK UNIVERSITY WAS ESTABLISHED BY SUFFOLK UNIVERSITY IN 2001 UPON CONGRESSMAN MOAKLEY'S GIFT OF HIS PAPERS. THE INSTITUTE IS DEDICATED TO THE PRESERVATION, STUDY, INTERPRETATION AND CELEBRATION OF CONGRESSMAN MOAKLEY'S LEGACY OF SERVICE AND POLITICAL AND PUBLIC POLICY LEADERSHIP THROUGH PROGRAMMING AND PROMOTION OF JOE MOAKLEY'S CONGRESSIONAL PAPERS. THE MOAKLEY INSTITUTE CURATES AND PRESENTS TWO TYPES OF EXHIBITS ON THE LIFE AND LEGACY OF CONGRESSMAN JOE MOAKLEY: GALLERY EXHIBITS AND TRAVELING EXHIBITS. ENDOWMENT FUNDS PART V, LINE 4 SUFFOLK UNIVERSITY'S ENDOWMENT CONSISTS OF BOTH DONOR RESTRICTED FUNDS (PART V, LINE 1D) AND BOARD RESTRICTED FUNDS (PART V, LINE 1E). THE UNIVERSITY'S DONOR RESTRICTED ENDOWED FUNDS CONSIST OF APPROXIMATELY 240 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. A MAJORITY OF THE FUNDS PROVIDE SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO UNDERGRADUATE, GRADUATE AND LAW SCHOOL STUDENTS. THE UNIVERSITY'S BOARD RESTRICTED FUNDS ARE USED FOR A VARIETY OF PURPOSES, WHICH INCLUDE, BUT ARE NOT LIMITED TO, SCHOLARSHIPS AND FINANCIAL ASSISTANCE FOR STUDENTS, SUPPORT FOR FELLOWSHIPS, THE CREATION AND FUNDING OF DEPARTMENT CHAIRS, SUPPORT FOR VARIOUS UNIVERSITY CENTERS, AND SUPPORT FOR THE UNIVERSITY'S TEACHING AND RESEARCH ACTIVITIES. THE UNIVERSITY'S SPENDING POLICY IS DESIGNED TO PROVIDE THE UNIVERSITY A STABLE LEVEL OF FINANCIAL SUPPORT AND TO PRESERVE THE ENDOWMENT'S REAL VALUE. FIN 48 (ASC 740) FOOTNOTE PART X, LINE 2 THE UNIVERSITY GENERALLY DOES NOT PROVIDE FOR INCOME TAXES SINCE IT IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ASC 740, INCOME TAXES, PERMITS AN ENTITY TO RECOGNIZE THE BENEFIT AND REQUIRES ACCRUAL OF AN UNCERTAIN TAX POSITION ONLY WHEN THE POSITION IS "MORE-LIKELY THAN-NOT" TO BE SUSTAINED IN THE EVENT OF AN EXAMINATION BY TAX AUTHORITIES. IN EVALUATING WHETHER A TAX POSITION HAS MET THE RECOGNITION THRESHOLD, THE UNIVERSITY MUST PRESUME THAT THE POSITION WILL BE EXAMINED BY THE APPROPRIATE TAXING AUTHORITY THAT HAS FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. ASC 740 ALSO PROVIDES GUIDANCE ON THE RECOGNITION, MEASUREMENT, AND CLASSIFICATION OF INCOME TAX UNCERTAINTIES, ALONG WITH ANY RELATED INTEREST OR PENALTIES. TAX POSITIONS DEEMED TO MEET THE "MORE-LIKELY THAN-NOT" THRESHOLD ARE RECORDED AS A TAX EXPENSE IN THE CURRENT YEAR. THE UNIVERSITY BELIEVES IT HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS. OTHER REVENUE INCLUDED ON IN FINANCIAL STATEMENTS NOT ON RETURN PART XI, LINE 2D POSTRETIREMENT BENEFIT OBLIGATION $248,549 CHANGE IN VALUE OF SPLIT INTEREST $14,400 REVENUE OF SUBSIDIARY $5,689,969 ----------- TOTAL $5,952,918 OTHER EXPENSE INCLUDED IN FINANCIAL STATEMENTS NOT ON RETURN: PART XII, LINE 2D EXPENSES OF FOR PROFIT SUBSIDIARY FORMED IN SPAIN $4,187,490 true true true true true true true false false false false false false false false true false true RACIALLY NONDISCRIMINATORY POLICY PART I, QUESTION 3 SUFFOLK UNIVERSITY DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN, RELIGION, SEX, AGE, DISABILITY, SEXUAL ORIENTATION, GENDER IDENTITY, GENDER EXPRESSION, GENETIC INFORMATION, VIETNAM-ERA OR DISABLED-VETERAN STATUS IN ITS EMPLOYMENT, ADMISSION POLICIES, OR IN THE ADMINISTRATION OR OPERATION OF, OR ACCESS TO ITS ACADEMIC AND NON-ACADEMIC PROGRAMS AND POLICIES. IT DOES NOT DISCRIMINATE ON THE BASIS OF DISABILITY IN VIOLATION OF SECTION 504 OF THE REHABILITATION ACT OF 1973. THE UNIVERSITY PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY ON THE UNIVERSITY'S WEBSITE, APPLICATIONS FOR EMPLOYMENT, AND STUDENT, EMPLOYEE AND FACULTY HANDBOOKS. FINANCIAL AID OR ASSISTANCE FROM GOVERNMENTAL AGENCY LINE, 6A THE UNIVERSITY RECEIVES AID FOR STUDENTS FROM SUCH FEDERAL PROGRAMS AS PELL, SEOG, FEDERAL WORK STUDY, PERKINS, DIRECT LOANS, ETC. THE UNIVERSITY IS ALSO THE RECIPIENT OF SEVERAL FEDERAL AND STATE GRANTS FROM AGENCIES SUCH AS THE U.S. DEPARTMENT OF JUSTICE PROGRAMS, NATIONAL SCIENCE FOUNDATION AND THE U.S. DEPARTMENT OF EDUCATION, AMONG OTHERS. true Europe (Including Iceland and Greenland) Send agents to seminar EDUCATION 17134 Central America and the Caribbean Program Services EDUCATION AND OTHER 21827 East Asia and the Pacific Program Services EDUCATION AND OTHER 2500 East Asia and the Pacific Program Services RECRUITING 2590 Europe (Including Iceland and Greenland) Program Services EDUCATION AND OTHER 108466 Europe (Including Iceland and Greenland) Program Services RECRUITING 47908 Middle East and North Africa Program Services RECRUITING 157 Sub-Saharan Africa Program Services EDUCATION AND OTHER 23172 Sub-Saharan Africa Program Services RECRUITING 764 South America Program Services EDUCATION AND OTHER 41150 South Asia Program Services EDUCATION AND OTHER 630 South Asia Program Services RECRUITING 600 Europe (Including Iceland and Greenland) Grantmaking 2037979 East Asia and the Pacific Grantmaking 102280 South America Grantmaking 32119 2439276 2439276 FOREIGN GRANTS PAID - EUROPE Europe (Including Iceland and Greenland) 192 2037979 AWARD FOREIGN GRANTS PAID - EAST ASIA/PACIFIC East Asia and the Pacific 13 102280 AWARD FOREIGN GRANTS PAID - SOUTH AMERICA South America 3 32119 AWARD true false true true false false MONITOR THE USE OF GRANT FUNDS OUTSIDE THE U.S. PART I, LINE 2 ALL GRANTS AWARDED ARE BASED ON NEED AND/OR MERIT AND CONFORM TO FEDERAL, STATE AND INSTITUTIONAL REGULATIONS. ELIGIBILITY IS BASED ON A THOROUGH REVIEW AND VERIFICATION OF A FAMILY'S INCOME, ASSETS, SIZE AND NUMBER OF DEPENDENTS ENROLLED IN COLLEGE. ANNUAL EXPENDITURE REPORTS ARE SUBMITTED TO THE FEDERAL AND STATE GOVERNMENTS FOR REVIEW. THE FUND EXPENDITURES ARE REVIEWED FOR COMPLIANCE IN AN ANNUAL AUDIT CONDUCTED BY AN INDEPENDENT ACCOUNTING FIRM. EXPENDITURES PART I, LINE 3, COLUMN (F) EXPENDITURES IN COLUMN (F) ARE BASED ON THE ACCRUAL METHOD OF ACCOUNTING. X X X X X X true RUFFALO NOEL LEVITZ LLC ANNUAL FUND 1025 KIRKWOOD PARKWAY SW CEDAR RAPIDS IA 52404 ANNUAL FUND SERVICES false 198200 119057 79143 198200 119057 79143 MA PROFESSIONAL FUNDRAISER PART I, LINE 2B RUFFALO NOEL LEVITZ LLC DID NOT HAVE CUSTODY OR CONTROL OF CONTRIBUTIONS MADE TO SUFFOLK UNIVERSITY. THE TOTAL AMOUNTS PAID WAS FOR PERFORMANCE OF SERVICES. true BOSTON REDEVELOPMENT AUTHORITY 1 CITY HALL BOSTON MA 02201 046006386 CITY OF BOSTON 30000 CAMBRIDGE STREET COMMUNITY DEVELOPMENT CORP 74 JOY STREET BOSTON MA 02114 222496921 501 (C)(3) 10000 EAST BOSTON HIGH SCHOOL 86 WHITE STREET EAST BOSTON MA 02128 999999999 GOV'T 15000 FUNDS FOR PARKS AND RECREATION BOSTON 1 CITY HALL BOSTON MA 02201 046006386 CITY OF BOSTON 102500 4 0 FINANCIAL AID - UNIVERSITY, FEDERAL & STATE 5100 77678237 MONITOR THE USE OF GRANT FUNDS IN THE U.S. PART I, LINE 2 THE UNIVERSITY PROVIDED FINANCIAL SUPPORT TO BOSTON REDEVELOPMENT AUTHORITY, AS PART OF THE CITY OF BOSTON, WHICH ASSISTS THE ORGANIZATION TO DEVELOP DOWNTOWN BOSTON AND SURROUNDING NEIGHBORHOODS PURSUANT TO COOPERATIVE AGREEMENT. THE UNIVERSITY PROVIDED FINANCIAL SUPPORT TO CAMBRIDGE STREET DEVELOPMENT CORP, A 501(C)(3) ORGANIZATION WHICH ASSISTS THE ORGANIZATION TO DEVELOP THE CAMBRIDGE STREET AREA OF THE CITY OF BOSTON. THE UNIVERSITY PROVIDED FINANCIAL SUPPORT TO EAST BOSTON HIGH SCHOOL FOR ITS ATHLETIC PROGRAMS. THE UNIVERSITY PROVIDED FINANCIAL SUPPORT TO THE FUND FOR PARKS AND RECREATION IN BOSTON FOR UPKEEP OF ATHLETIC FIELDS USED BY THE UNIVERSITY AS WELL AS THE SURROUNDING NEIGHBORHOODS. ALL GRANTS AWARDED ARE BASED ON NEED AND/OR MERIT AND CONFORM TO FEDERAL, STATE AND INSTITUTIONAL REGULATIONS. ELIGIBILITY IS BASED ON A THOROUGH REVIEW AND VERIFICATION OF A FAMILY'S INCOME, ASSETS, SIZE AND NUMBER OF DEPENDENTS ENROLLED IN COLLEGE. ANNUAL EXPENDITURE REPORTS ARE SUBMITTED TO THE FEDERAL AND STATE GOVERNMENTS FOR REVIEW. THE FUND EXPENDITURES ARE REVIEWED FOR COMPLIANCE IN AN ANNUAL AUDIT CONDUCTED BY AN INDEPENDENT ACCOUNTING FIRM. X X true true X X X X X X true false false false false false false false false MARGARET MCKENNA PRESIDENT/NO VOTE EX OFFICIO 290910 0 0 0 10218 0 20280 0 258 0 321666 0 0 0 DANIELLE MANNING SENIOR VP/TREASURER 309300 0 1610 0 19098 0 24000 0 20688 0 374696 0 0 0 JOHN NUCCI SVP/GOV'T & COMMUNITY AFFAIRS 250000 0 1610 0 24557 0 22500 0 0 0 298667 0 0 0 MARISA KELLY SVP/PROVOST 317469 0 1610 0 2846 0 23850 0 24875 0 370650 0 0 0 GREG GATLIN VICE PRESIDENT 159363 0 1610 0 1289 0 15390 0 29740 0 207392 0 0 0 ANDREW PERLMAN DEAN 218973 0 1610 0 60 0 21125 0 32290 0 274058 0 0 0 WILLIAM O'NEILL DEAN 291902 0 1610 0 6606 0 23850 0 24361 0 348329 0 0 0 GORDON KING SENIOR DIRECTOR 132586 0 1610 0 58367 0 14114 0 6673 0 213350 0 0 0 S JASON BALETSA GENERAL COUNSEL 170555 0 1610 0 60 0 15750 0 11354 0 199329 0 0 0 MICHAEL BEHNAM ASSOCIATE DEAN 255630 0 1610 0 1358 0 23800 0 24765 0 307163 0 0 0 THOMAS LYNCH III CHIEF INFORMATION OFFICER 232115 0 1610 0 762 0 21150 0 3555 0 259192 0 0 0 CAMILLE NELSON DEAN 370624 0 1610 0 44194 0 23850 0 13142 0 453420 0 0 0 KENNETH GREENBERG DEAN 281190 0 1610 0 37191 0 23849 0 0 0 343840 0 0 0 JANICE GRIFFITH PROFESSOR 221276 0 1610 0 0 0 12750 0 2707 0 238343 0 0 0 MARC PERLIN PROFESSOR 212246 0 1610 0 229 0 20370 0 28516 0 262971 0 0 0 ROBERT H SMITH PROFESSOR 210075 0 1610 0 229 0 19501 0 15300 0 246715 0 0 0 NANCY STOLL VP/STUDENT AFFAIRS 178320 0 1610 0 2202 0 16049 0 0 0 198181 0 0 0 WALTER CAFFEY SVP/ENROLLMENT MANAGEMENT 78229 0 1610 0 21266 0 9182 0 11107 0 121394 0 0 0 HOUSING ALLOWANCE PART I, LINE 1 THE UNIVERSITY PROVIDED A HOUSING ALLOWANCE TO THE PRESIDENT. THE FULL ALLOWANCE WAS TREATED AS TAXABLE COMPENSATION. SOCIAL CLUB DUES PART I, LINE 1 SOCIAL CLUB DUES WERE PAID BY THE UNIVERSITY ON BEHALF OF AN OFFICER DURING CALENDAR YEAR 2015. THE DUES ARE NOT INCLUDED IN THE EMPLOYEE'S TAXABLE WAGES AS THE SOCIAL CLUB IS USED TO CONDUCT UNIVERSITY BUSINESS. SEVERANCE PAYMENT PART I, LINE 4A THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE PAYMENTS PURSUANT TO WRITTEN AGREEMENTS: GORDON KING $37,624 COMPENSATION PART II THE COMPENSATION DISCLOSED FOR NANCY STOLL, FORMER VP OF STUDENT AFFAIRS, IS FOR WAGES EARNED IN HER CURRENT NON-OFFICER POSITION. A MA HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 042456011 57586EMVO 2009-11-18 18712831 REFUND SERIES 2005/96 false false false B MA HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 042456011 57586EMVO 2009-11-18 46079870 REFUND SERIES 2005/97 false false false C MA HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 042456011 57586EMVO 2009-11-18 13422123 REFUND SERIES 2005/99 true false false D MA HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 042456011 57586EMVO 2009-11-18 22228016 REFUND SERIES 2005NM false false false A 0 0 18712831 1492756 0 0 207262 0 1820791 0 16597993 0 1996 true false true true B 0 0 46079870 3675872 0 0 503395 0 4585379 0 40985935 0 1999 true false true true C 0 1370000 13422123 1070706 0 0 147826 0 1434299 0 11841964 0 1999 true false true true D 0 0 22228016 1773168 0 0 245569 0 0 0 21880780 0 2005 true false true true A false false false false 0.00000 0.00000 0.00000 false false 0.00000 false true B false false false false 0.00000 0.00000 0.00000 false false 0.00000 false true C false true true true false 0.00264 0.00000 0.00264 false true 0.68560 true true D false true true true false 0.00061 0.00000 0.00061 false true 0.13570 true true A false false false true false false 0 false 0 false true B false false false true false false 0 false 0 false true C false false false true false false 0 false 0 false true D false false false true false false 0 false 0 false true A true B true C true D true SERIES 2009A BOND ISSUE PART I THE TOTAL SERIES 2009A ISSUE AMOUNTED TO $273,452,022 AND WAS COMPOSED OF 11 TRANCHES REFUNDING ALL PRIOR BOND ISSUES. THE ISSUER HAS ELECTED TO TREAT THE BONDS AS MULTIPLE SEPARATE ISSUES UNDER TREASURY REGULATION SECTION 1.150-1 (C)(3). SCHEDULE K, PART I, COLUMN (F) - DESCRIPTION OF PURPOSE PAGE 1 - BOND ISSUE A-D: THE SERIES 2005/96 BONDS, THE SERIES 2005/97 BONDS, THE SERIES 2005/99 BONDS AND THE SERIES 2005/NM BONDS WERE ISSUED 6/20/2005. PAGE 2 - BOND ISSUES A-D: THE SERIES 2007A/NM BONDS, THE SERIES 2007A/02NM BONDS, THE SERIES 2007A/02R BONDS AND THE SERIES 2007B/NM BONDS WERE ISSUED 11/20/2007. PAGE 3 - BOND ISSUES A&B: THE SERIES 2007B/02NM BONDS AND THE SERIES 2007B/02R BONDS WERE ISSUED 11/20/2007. PAGE 3 - BOND ISSUE C: THE SERIES 2008 BONDS WERE ISSUED 11/6/2008. PROCEEDS SCHEDULE K, PART II TOTAL PROCEEDS, LINE 3 LESS THE SUM OF LINES 4-12 FOR THE TAX EXEMPT BOND ISSUES A-D OF PAGE 1, ISSUE D OF PAGE 2, AND ISSUES A-C OF PAGE 3 NET TO A NEGATIVE NUMBER. THESE DIFFERENCES ARE AS A RESULT OF TRANSFERS FROM PRIOR BOND FUND ESCROW ACCOUNTS AS WELL AS EQUITY CONTRIBUTIONS FROM THE UNIVERSITY TO REPAY BOND ISSUE EXPENSES. THESE AMOUNTS WERE DISCLOSED ON SERIES 2009 FORM 8038 - INFORMATION RETURN FOR TAX-EXEMPT PRIVATE ACTIVITY BOND ISSUES. SCHEDULE K, PART II, ISSUE D OF PAGE 3 THE DIFFERENCE BETWEEN TOTAL PROCEEDS IN PART III, LINE 3 AND TOTAL PROCEEDS OF THE BOND ISSUE IS INVESTMENT EARNINGS OF $310,994. SCHEDULE K, PART II, LINE 2 AMOUNT OF BONDS LEGALLY DEFEASED ON 7/15/14 A SERIES OF ISSUES TOTALING $4,500,000 WERE LEGALLY DEFEASED. SCHEDULE K, PART II, LINE 9 AMOUNTS SHOWN FOR THE TAX EXEMPT BOND ISSUES A-C OF PAGE 1 REFLECT SWAP TERMINATION PAYMENTS FINANCED WITH PROCEEDS OF THE BONDS. SCHEDULE K, PART II, LINE 11 AMOUNTS SHOWN FOR TAX EXEMPT BOND ISSUES A-D OF PAGE 1, BOND ISSUES A-D OF PAGE 2 AND BOND ISSUES A-C OF PAGE 3 REFLECT PROCEEDS ORIGINALLY DEPOSITED IN REFUNDING ESCROWS THAT HAVE SINCE BEEN USED TO RETIRE THE UNDERLYING REFUNDED BONDS. AS SUCH, NO SUCH AMOUNTS REMAIN ON DEPOSIT IN THE RESPECTIVE REFUNDING ESCROW AS OF THE END OF THE 12-MONTH PERIOD. SCHEDULE K, PART IV, LINE 2C THE REBATE COMPUTATION DATE FOR THE 2009 AND 2010 BOND ISSUES WAS NOVEMBER 2015. A MA HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 042456011 57586EMVO 2009-11-18 28789061 REFUND SERIES 2007A/NM true false false B MA HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 042456011 57586EMVO 2009-11-18 19812298 REFUND SERIES 2007A/02NM false false false C MA HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 042456011 57586EMVO 2009-11-18 10329888 REFUND SERIES 2007A/02R true false false D MA HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 042456011 57586EMVO 2009-11-18 28506989 REFUND SERIES 2007B/NM true false false A 0 15000 28789061 2296554 0 0 313375 0 0 0 27848003 0 2008 true false true true B 0 0 19812298 1580462 0 0 217083 0 0 0 19163407 0 2003 true false true true C 0 1560000 10329888 824033 0 0 113565 0 0 0 9991307 0 1992 true false true true D 0 15000 28506989 2274053 0 0 312973 0 0 0 27864648 0 2008 true false true true A false true true true false 0.01542 0.00000 0.01542 false true 0.02160 true true B false false false false 0.00000 0.00000 0.00000 false false false true C false true true true false 0.00025 0.00000 0.00025 false true 0.10240 true true D false true true true false 0.01542 0.00000 0.01542 false true 0.02160 true true A false false false true false false 0 false 0 false true B false false false true false false 0 false 0 false true C false false false true false false 0 false 0 false true D false false false true false false 0 false 0 false true A true B true C true D true A MA HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 042456011 57586EMVO 2009-11-18 19605233 REFUND SERIES 2007B/N02NM false false false B MA HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 042456011 57586EMVO 2009-11-18 10204103 REFUND SERIES 2007B/02R true false false C MA HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 042456011 57586EMVO 2009-11-18 55761609 REFUND SERIES 2008 false false false D MA DEVELOPMENT FINANCE AGENCY 043431814 57583R3C7 2010-10-14 65889765 DEMOLISH/RECONSTRUCT BLDG/IMPROVE false false false A 0 0 19605233 1563944 0 0 215487 0 0 0 19163254 0 2003 true false true true B 0 1540000 10204103 813999 0 0 113593 0 0 0 9972564 0 1992 true false true true C 0 0 55761609 4448202 0 0 608543 0 0 0 56220006 0 2010 true false true true D 1460000 0 66200759 0 0 0 1114521 0 0 65086239 0 0 2015 false false true true A false false false false 0.00000 0.00000 0.00000 false false 0.00000 false true B false true true true false 0.00025 0.00000 0.00025 false true 0.10240 true true C false true true true false 0.00015 0.00000 0.00015 false true 0.03190 true true D false false false false 0.00000 0.00000 0.00000 false false 0.00000 false true A false false false true false false 0 false 0 false true B false false false true false false 0 false 0 false true C false false false true false false 0 false 0 false true D false false false true false false 0 false 0 false true A true B true C true D true NA N/A 22961 DISC. TUITION TUITION ASSISTANCE REGAN COMMUNICATIONS INC JULIE KAHN, TRUSTEE 159828 PUBLIC RELATIONS SERVICES false BUSINESS TRANSACTIONS WITH INTERESTED PERSONS DURING THE YEAR, SUFFOLK UNIVERSITY OBTAINED PUBLIC RELATIONS SERVICES FROM REGAN COMMUNICATIONS INC., OF WHICH JULIE KAHN, A TRUSTEE OF THE UNIVERSITY, IS EXECUTIVE VP/STRATEGY, SPORTS & MEDIA. JULIE KAHN RECUSED HERSELF FROM ANY DISCUSSION OF REGAN COMMUNICATIONS BUSINESS AT THE BOARD AND OTHERWISE COMPLIED WITH THE BOARD'S CONFLICT OF INTEREST POLICY. THE AMOUNT PAID TO REGAN COMMUNICATIONS FOR SERVICES RENDERED WAS $159,828 FOR THE YEAR ENDED 6/30/16. ALL TRANSACTIONS WERE ENTERED INTO AT ARMS LENGTH AND PAYMENT FOR SERVICES WAS AT FAIR MARKET VALUE. X 10 96379 Mean Price false true false CONTRIBUTIONS PART I, COLUMN (B) THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. MISSION STATEMENT PART I AND PART III LINE 1 (CONTINUED) LEVERAGING OUR LOCATION IN THE HEART OF BOSTON, OUR FACULTY, STAFF, AND ALUMNI WORK TOGETHER TO PROVIDE A STUDENT-CENTERED EXPERIENCE. THIS DIVERSE COMMUNITY BUILDS ON ITS DEDICATION AND EXCELLENCE IN EDUCATION AND SCHOLARSHIP TO EMPOWER GRADUATES TO BE SUCCESSFUL LOCALLY, REGIONALLY, AND GLOBALLY. APPROXIMATELY 8,000 STUDENTS WERE SERVED THIS YEAR. PROGRAM SERVICE ACCOMPLISHMENTS (CONTINUED) PART III, LINE 4A FACULTY SCHOLARSHIP SUPPORTS DIVERSIFIED LIBERAL ARTS CONCENTRATIONS AVAILABLE IN THE HUMANITIES, THE NATURAL SCIENCES AND THE SOCIAL SCIENCES, ALONG WITH GRADUATE PROGRAMS IN SEVERAL FIELDS, MOST OFFERING CAREER-RELATED PROFESSIONAL PROGRAM TRACKS AND PRACTICAL EXPERIENCE ON OR OFF CAMPUS. PART III, LINE 4C (CONTINUED) THE LAW SCHOOL'S GOAL IS TO PROVIDE ITS STUDENTS WITH ACCESS TO AN EXCELLENT LEGAL EDUCATION, INSPIRE A COMMITMENT TO JUSTICE, AND PROVIDE ITS GRADUATES THE OPPORTUNITY TO ACHIEVE THEIR CAREER ASPIRATIONS. DELEGATION OF AUTHORITY TO AN EXECUTIVE COMMITTEE PART VI, LINE 1A In the intervals between meetings of the Board of Trustees, the Executive Committee shall have and exercise the authority of the Board of Trustees in the management and execution of the affairs of Suffolk University in all matters except those with respect to which authority is given in the University's bylaws to the Administration and Finance Committee and except those which pursuant to law or specific sections of the bylaws require the vote of the Board of Trustees. SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS PART VI, LINE 4 The University adopted new bylaws in April 2016 that align with best practices in higher education. Significant changes include: establishment of term limits for members of the Board of Trustees; formalization of the role of Provost; establishment of the Compensation Committee and the Committee on Trusteeship; and official recognition of the Executive Committee. FORM 990 REVIEW PROCESS PART VI, LINE 11B THE CONTROLLER OF SUFFOLK UNIVERSITY IS RESPONSIBLE FOR PREPARING FORM 990. THE COMPLETED DRAFT FORM 990 IS SUBMITTED FOR REVIEW TO THE UNIVERSITY'S TAX ADVISOR. RECOMMENDED CHANGES ARE DISCUSSED WITH SENIOR MANAGEMENT AND INCORPORATED INTO THE RETURN. THE DRAFT FORM IS THEN PROVIDED TO THE AUDIT, COMPLIANCE, AND RISK MANAGEMENT COMMITTEE OF THE BOARD OF TRUSTEES SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE TO ENABLE A DETAILED AND CONSCIENTIOUS REVIEW BY ALL MEMBERS OF THE COMMITTEE WITH SENIOR MANAGEMENT AND THE UNIVERSITY'S TAX ADVISOR. ALL QUESTIONS AND CONCERNS OF THE AUDIT, COMPLIANCE, AND RISK MANAGEMENT COMMITTEE MEMBERS ARE ADDRESSED AND INCORPORATED INTO THE FORM AS APPROPRIATE. AFTER THE AUDIT, COMPLIANCE, AND RISK MANAGEMENT COMMITTEE REVIEW, ALL MEMBERS OF THE GOVERNING BODY ARE PROVIDED A LINK TO A PASSWORD-PROTECTED WEB SITE ON WHICH THE ENTIRE FORM 990 CAN BE VIEWED IN ADVANCE OF THE FILING DEADLINE. ALL QUESTIONS AND CONCERNS OF THE MEMBERS OF THE BOARD OF TRUSTEES ARE ADDRESSED BY THE TREASURER AND INCORPORATED INTO THE FORM 990 AS APPROPRIATE. AFTER ALL OF THE INPUT FROM THE BOARD OF TRUSTEES AND THE AUDIT, COMPLIANCE, AND RISK MANAGEMENT COMMITTEE HAS BEEN APPROPRIATELY ADDRESSED, THE TREASURER OF THE UNIVERSITY IS AUTHORIZED TO FILE THE FORM 990 WITH THE INTERNAL REVENUE SERVICE. CONFLICT OF INTEREST POLICY PART VI, LINE 12C THE AUDIT, COMPLIANCE AND RISK MANAGEMENT COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OBTAINING A CONFLICT OF INTEREST DISCLOSURE STATEMENT FROM ALL BOARD MEMBERS, OFFICERS OF THE UNIVERSITY, AND ALL EMPLOYEES OF THE UNIVERSITY HOLDING CERTAIN POSITIONS AS DETERMINED BY THE EXECUTIVE COMMITTEE, REFERRED TO AS COVERED PERSONS. THE DISCLOSURE STATEMENT IS TO BE COMPLETED UPON FIRST ACCEDING TO THE OFFICE POSITION, UPON MATERIAL CHANGE IN THE INFORMATION REQUESTED, AND IN AUGUST OF EACH YEAR. THE AUDIT, COMPLIANCE, AND RISK MANAGEMENT COMMITTEE PROVIDES THE BOARD WITH A SUMMARY REPORT OF ANY CONFLICT OF INTEREST AT LEAST ANNUALLY, AND MORE FREQUENTLY AS APPROPRIATE. THE AUDIT, COMPLIANCE AND RISK MANAGEMENT COMMITTEE MAY INVITE THE COVERED PERSON TO MAKE A PRESENTATION AT A MEETING TO DISCUSS THE TRANSACTION. THE AUDIT, COMPLIANCE AND RISK MANAGEMENT COMMITTEE WILL THEN DETERMINE BY A MAJORITY VOTE WHETHER THE TRANSACTION IS IN THE UNIVERSITY'S BEST INTEREST, AND WHETHER IT IS FAIR AND REASONABLE, AND THEREFORE WHETHER THE UNIVERSITY MAY OR MAY NOT ENTER INTO THE TRANSACTION. COMPENSATION SETTING PROCESS PART VI, LINE 15A PRESIDENT MARGARET MCKENNA FOR THE COMPENSATION SETTING PROCESS FOR MARGARET MCKENNA, THE BOARD OF TRUSTEES ENGAGED AN INDEPENDENT FIRM TO ANALYZE AND COMPARE THE COMPENSATION OF CEOS AT COMPARABLE INSTITUTIONS. A COMMITTEE OF THE BOARD OF TRUSTEES WORKED WITH THE INDEPENDENT FIRM TO ANALYZE THE COMPENSATION DATA. AFTER REVIEWING THE RESULTS OF THE STUDY AND IN CONSULTATION WITH THE OUTSIDE COUNSEL, THE COMMITTEE PROPOSED COMPENSATION FOR THE PRESIDENT. A CONTRACT WAS PREPARED BY THE OUTSIDE COUNSEL, WHICH WAS VOTED ON AND APPROVED AT A MEETING OF THE FULL BOARD OF TRUSTEES. COMPENSATION SETTING PROCESS PART VI, LINE 15B FOR THE COMPENSATION SETTING PROCESS OF OTHER OFFICERS, THE BOARD OF TRUSTEES ENGAGED AN INDEPENDENT FIRM TO ANALYZE AND COMPARE THE COMPENSATION OF INDIVIDUALS IN COMPARABLE POSITIONS AT COMPARABLE INSTITUTIONS. A COMMITTEE OF THE BOARD OF TRUSTEES WORKED WITH THE INDEPENDENT FIRM TO ANALYZE DATA. AFTER REVIEWING THE RESULTS OF THE STUDY, THE COMMITTEE PROPOSED COMPENSATION FOR THE OFFICERS. THE COMPENSATION WAS VOTED ON AND APPROVED AT A MEETING OF THE FULL BOARD OF TRUSTEES. PUBLIC DISCLOSURE PART VI, LINE 19 ALL REQUESTS FOR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND TAX RETURNS ARE RECEIVED BY THE PRESIDENT AND/OR SENIOR VICE PRESIDENTS' OFFICES AND ARE TURNED OVER TO THE TREASURER'S OFFICE FOR IMMEDIATE RESPONSE. TAX RETURNS AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S AND GUIDESTAR'S WEBSITES. CHANGE IN NET ASSETS PART XI, LINE 9 POSTRETIREMENT BENEFIT OBLIGATION $248,549 CHANGE IN VALUE OF SPLIT INTEREST $14,400 ----------- TOTAL $262,949 SUFFOLK UNIVERSITY MADRID CAMPUS SL CALLE VINA 3 MADRID SP 28003 999999999 HIGHER EDUCATION SP NA C Corp 5689969 3740585 1.00000 true MASTERMAN CRUT INVESTING MA NA Trust true false false false false false false false false false false false true false false false false false false SUFFOLK UNIVERSITY MADRID CAMPUS SL m 4421529 ACCRUAL METHOD