2016-04-15T09:33:35-05:00 2015-05-31 PricewaterhouseCoopers LLP 101 SEAPORT BOULEVARD Boston MA 02210 990 2014-06-01 042103545 TRUSTEES OF BOSTON COLLEGE % JOYCE KING TRUS 6175522481 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 JOHN D BURKE FINANCE VP/TREASURER 6175522481 2016-04-12 true PRICEWATERHOUSECOOPERS LLP P00641463 6175305000 2014 2016-08-17 19:52:53Z WILLIAM P LEAHY SJ 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 2094945224 false X www.bc.edu X 1863 MA SEE SCHEDULE O 53 53 11978 1 -738549 -2171377 139307553 183567050 706927736 746011892 123678429 132576928 -1124841 -2594074 968788877 1059561796 165808060 173948922 0 0 443741665 465748143 0 0 18674309 270526746 278555217 880076471 918252282 88712406 141309514 4099479135 4270257311 1209086570 1192262457 2890392565 3077994854 X SEE SCHEDULE O false false 450346787 173601872 559942926 INSTRUCTION - INCLUDES EXPENDITURES TO PROVIDE COURSEWORK FOR STUDENTS AND TO PROVIDE FINANCIAL AID IN THE FORM OF SCHOLARSHIPS AND FELLOWSHIPS. FULL-TIME EQUIVALENT ENROLLMENTS WERE 13,279 AND THE NUMBER OF DEGREES CONFERRED WAS 4,059. 161435255 158677315 AUXILIARY SERVICES - INCLUDES EXPENDITURES FOR THE SELF-SUPPORTING ACTIVITIES OF THE UNIVERSITY SUCH AS THE OPERATIONS OF 29 RESIDENCE HALLS, 14 DINING FACILITIES, 31 NCAA DIVISION I ATHLETIC TEAMS, BOOKSTORE AND HEALTH SERVICES. 126040006 STUDENT SERVICES AND ACADEMIC SUPPORT - INCLUDES ACTIVITIES OF WHICH THE PRIMARY PURPOSE IS TO CONTRIBUTE TO THE STUDENTS' EMOTIONAL AND PHYSICAL WELL-BEING AND TO HIS/HER INTELLECTUAL, CULTURAL, AND SOCIAL DEVELOPMENT. OPERATED 8 UNIVERSITY LIBRARY FACILITIES CONTAINING OVER 2.9 MILLION VOLUMES SERVING THE UNIVERSITY AND SURROUNDING COMMUNITY. 50029724 347050 27391651 787851772 true true false true false false false true true true true true false false true false false true true true true true false false true false false false true true true false false false false false true false false false false true true false false true true true false false false true 1766 0 true 11978 true true true false false false false true true false false false false X 53 53 true false false false false false false true true false false false true true true true true true true false MA X X JOYCE KING 6175523361 CONTROLLERS OFFICE 140 COMM AVE CHESTNUT HILL MA 024673800 JOHN F FISH TRUSTEE - CHAIR 1.0 0.0 X 0 0 0 STEPHEN P MURRAY TRUSTEE-V CHAIR(UNTIL MAR2015) 1.0 0.0 X 0 0 0 STEVEN M BARRY TRUSTEE 1.0 0.0 X 0 0 0 DRAKE G BEHRAKIS TRUSTEE 1.0 0.0 X 0 0 0 PATRICIA LYNOTT BONAN TRUSTEE 1.0 0.0 X 0 0 0 MATTHEW J BOTICA TRUSTEE 1.0 0.0 X 0 0 0 CATHY M BRIENZA TRUSTEE 1.0 0.0 X 0 0 0 KAREN IZZI BRISTING TRUSTEE 1.0 0.0 X 0 0 0 JOHN E BUEHLER JR TRUSTEE 1.0 0.0 X 0 0 0 PATRICK CARNEY TRUSTEE 1.0 0.0 X 0 0 0 DARCEL D CLARK TRUSTEE 1.0 0.0 X 0 0 0 CHARLES I CLOUGH JR TRUSTEE 1.0 0.0 X 0 0 0 MARGOT C CONNELL TRUSTEE 1.0 0.0 X 0 0 0 JOHN M CONNORS JR TRUSTEE 1.0 0.0 X 0 0 0 ROBERT J COONEY TRUSTEE 1.0 0.0 X 0 0 0 LEO J CORCORAN TRUSTEE 1.0 0.0 X 0 0 0 PAUL R COULSON TRUSTEE 1.0 0.0 X 0 0 0 CLAUDIA HENAO DE LA CRUZ TRUSTEE 1.0 0.0 X 0 0 0 RALPH DE LA TORRE TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL H DEVLIN II TRUSTEE 1.0 0.0 X 0 0 0 JOHN R EGAN TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL E ENGH SJ TRUSTEE 1.0 0.0 X 0 0 0 MARIO J GABELLI TRUSTEE 1.0 0.0 X 0 0 0 WILLIAM J GEARY TRUSTEE 1.0 0.0 X 0 0 0 SUSAN MCMANAMA GIANINNO TRUSTEE 1.0 0.0 X 0 0 0 JANICE GIPSON TRUSTEE 1.0 0.0 X 0 0 0 DAVID T GRIFFITH TRUSTEE 1.0 0.0 X 0 0 0 KATHLEEN POWERS HALEY TRUSTEE 1.0 0.0 X 0 0 0 CHRISTIAN WE HAUB TRUSTEE 1.0 0.0 X 0 0 0 DANIEL S HENDRICKSON SJ TRUSTEE 1.0 0.0 X 0 0 0 MICHAELA MURPHY HOAG TRUSTEE 1.0 0.0 X 0 0 0 JOSEPH L HOOLEY III TRUSTEE 1.0 0.0 X 0 0 0 KATHLEEN FLATLEY IX TRUSTEE 1.0 0.0 X 0 0 0 ROBERT L KEANE SJ TRUSTEE 1.0 0.0 X 0 0 0 WILLIAM P LEAHY SJ PRESIDENT, TRUSTEE 1.0 0.0 X X 0 0 0 MATTHEW F MALONE SJ TRUSTEE (EFFECTIVE MARCH 2015) 1.0 0.0 X 0 0 0 THOMAS J MALONEY TRUSTEE 1.0 0.0 X 0 0 0 DOUGLAS W MARCOUILLER SJ TRUSTEE 1.0 0.0 X 0 0 0 PETER K MARKELL TRUSTEE - SECRETARY 1.0 0.0 X 0 0 0 DAVID M MCAULIFFE TRUSTEE 1.0 0.0 X 0 0 0 KATHLEEN M MCGILLYCUDDY TRUSTEE 1.0 0.0 X 0 0 0 WILLIAM S MCKIERNAN TRUSTEE 1.0 0.0 X 0 0 0 JOHN V MURPHY TRUSTEE 1.0 0.0 X 0 0 0 BRIEN M O'BRIEN TRUSTEE 1.0 0.0 X 0 0 0 DAVID P O'CONNOR TRUSTEE 1.0 0.0 X 0 0 0 FRANK E PREVITE TRUSTEE 1.0 0.0 X 0 0 0 NAVYN DATOO SALEM TRUSTEE 1.0 0.0 X 0 0 0 REV NICHOLAS A SANNELLA TRUSTEE 1.0 0.0 X 0 0 0 PHILIP W SCHILLER TRUSTEE 1.0 0.0 X 0 0 0 MARIANNE D SHORT TRUSTEE 1.0 0.0 X 0 0 0 RALPH C STAYER TRUSTEE 1.0 0.0 X 0 0 0 PATRICK T STOKES TRUSTEE 1.0 0.0 X 0 0 0 ELIZABETH W VANDERSLICE TRUSTEE 1.0 0.0 X 0 0 0 DAVID C WEINSTEIN TRUSTEE 1.0 0.0 X 0 0 0 KELLI J ARMSTRONG VP PLAN & ASSESS 40.0 0.0 X 208318 0 91569 DANIEL F BOURQUE VP FACILITIES MANAGEMENT 40.0 0.0 X 297730 0 67804 MICHAEL J BOURQUE VP INFORMATION TECHNOLOGY 40.0 0.0 X 296727 0 118025 JOHN T BUTLER SJ VP UNIV. MISSION & MINISTRY 40.0 0.0 X 0 0 0 TERRENCE P DEVINO SJ VP & UNIV. SECRETARY 40.0 0.0 X 0 0 0 JAMES J HUSSON SENIOR VP UNIV. ADVANCEMENT 40.0 0.0 X 465365 0 50929 BARBARA JONES VP STUDENT AFFAIRS 40.0 0.0 X 285192 0 22110 THOMAS J KEADY VP GVMT & COMMUNITY AFFAIRS 40.0 0.0 X 263617 0 49824 PATRICK J KEATING EXECUTIVE VP (UNTIL JAN. 2015) 40.0 0.0 X 482852 0 53474 MICHAEL J LOCHHEAD EXECUTIVE VP (EFF FEB. 2015) 40.0 0.0 X 0 0 0 JAMES P MCINTYRE SENIOR VICE PRESIDENT 40.0 0.0 X 260849 0 52130 PETER C MCKENZIE Finance VP & Treasurer 40.0 0.0 X 480852 0 50984 J DONALD MONAN SJ UNIVERSITY CHANCELLOR 40.0 0.0 X 0 0 0 WILLIAM B NEENAN SJ VP&SP AST PRE(Until June 2014) 40.0 0.0 X 0 0 0 DAVID QUIGLEY PROVOST & DEAN OF FACULTIES 40.0 0.0 X 417987 0 51204 LEO V SULLIVAN VP-HUMAN RES (UNTIL OCT. 2014) 40.0 0.0 X 282215 0 50440 DAVID P TRAINOR VP - HUMAN RES (EFF OCT. 2014) 40.0 0.0 X 86763 0 3852 JOHN J ZONA CHIEF INV. OFF&ASSOC. TREASUR. 40.0 0.0 X 484661 0 51047 STEPHEN R ADDAZIO FOOTBALL COACH 40.0 0.0 X 2285560 0 48068 BRADLEY J BATES ATHLETICS DIRECTOR 40.0 0.0 X 596351 0 47388 JAMES P CHRISTIAN MEN'S BASKETBALL COACH 40.0 0.0 X 1120916 0 19309 STEPHEN C DONAHUE FORMER MEN'S BASKETBALL COACH 40.0 0.0 X 638717 0 46607 JEREMIAH F YORK MEN'S HOCKEY COACH 40.0 0.0 X 1198570 0 51047 CUTBERTO GARZA PROFESSOR & FORMER PROVOST 40.0 0.0 X 230788 0 45558 JOSEPH F QUINN PROFESSOR & FORMER INT PROVOST 40.0 0.0 X 369610 0 52572 10753640 0 1023941 783 true true false SHAWMUT DESIGN CONSTRUCTION 560 HARRISON AVENUE BOSTON MA 02118 CONSTRUCTION 38747984 BOND BROTHERS INC 145 SPRING STREET EVERETT MA 02149 CONSTRUCTION 10237928 ELAINE CONSTRUCTION COMPANY INC 1037 CHESTNUT HILL NEWTON UPPER FALLS MA 02464 CONSTRUCTION 5099480 HARRISON GLOBAL LLC BOSTON COACH 69 NORMAN STREET EVERETT MA 02149 TRANSPORTATION SVCS. 2861814 DIMELLA SHAFFER ASSOC INC 286 CONGRESS STREET BOSTON MA 02210 ARCHITECTURAL SVCS. 2356885 217 6846950 26274833 150445267 18924679 183567050 TUITION AND FEES 900099 559942926 559942926 SALES/SERVICES OF AUXILLARY ENTERPRISES 900099 158677315 158311578 365737 NON-GOVT GRANTS/F&A RECOVERY 900099 9015432 9015432 OTHER MISCELLANEOUS PROGRAM REVENUE 900099 18376219 18376219 746011892 23350896 -1150557 24501453 52500 52500 556010 46271 509739 4907977 7982105 -3074128 0 -3074128 -3074128 1134746284 1025572752 109173532 109173532 109173532 717950 6846950 1828571 -1110621 -1110621 0 0 CHILDREN'S CENTER 624410 622665 622665 VENDING 900099 412000 412000 1034665 1059561796 745646155 -738549 131087140 0 173601872 173601872 347050 347050 0 5513237 820392 4405045 287800 0 350050526 266225197 72770072 11055257 23255233 17524481 4985360 745392 65074881 48983500 14007902 2083479 21854266 16445357 4709417 699492 0 2050941 423521 1627420 643528 643528 75000 75000 0 13726360 13726360 33383225 26056890 6516232 810103 394878 374647 20231 10219016 6466872 2673953 1078191 4303815 209364 3987120 107331 0 27106459 10921197 16185262 18067690 16639610 683387 744693 0 4656452 1509775 2432866 713811 34851755 30570984 4280771 0 59569305 51817645 7751660 0 COST OF GOODS SOLD 17707012 17707012 OPERATIONS & MAINT. ALLOC. 54902156 -54902156 DISPOSALS/WRITE-OFFS 8171373 8171373 UBI TAXES 2250 2250 43626158 38132877 5144521 348760 918252282 787851772 111726201 18674309 6602050 9962744 3329849 3788059 158609077 163563422 27456530 32661679 3917227 3742372 0 0 84712584 82124995 389159 382640 11922819 6125125 2129118852 806236446 1241027732 1322882406 1519414821 1488071024 1030984487 1145840045 11112800 11112800 0 0 0 0 4099479135 4270257311 173806659 180093942 6777765 6090033 14862535 16231809 769251471 744983076 7023233 8165591 0 0 6449872 5738834 181189024 180158780 49726011 50800392 1209086570 1192262457 X 1466438130 1524455656 592063694 642477296 831890741 911061902 2890392565 3077994854 4099479135 4270257311 X 141309514 42955652 3337123 X false true X true true true X 140383562 138347773 117173398 139307553 183567050 718779336 0 0 140383562 138347773 117173398 139307553 183567050 718779336 13214213 705565123 21409170 26418085 20818244 26825182 29971669 125442350 5413696 0 3526717 0 0 8940413 1716873 1955409 1844225 2365653 1752615 9634775 862796874 3466739333 0.81776 0.81547 X SCHEDULE A, PART II, LINE 10 THE TOTAL REPORTED ON LINE 10 IS COMPRISED OF EVENT INCOME, CHILDREN'S CENTER, VENDING, AND GAIN ON EXTINGUISHMENT OF DEBT (2013). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 75000 false false 75000 false FORM 990, SCHEDULE C, PART II-B, LINE 1-G LOBBYING ACTIVITY EXPLANATION PAYMENTS FOR LOBBYING EXPENDITURES ARE MADE TO THE FOLLOWING: CASSIDY AND ASSOCIATES, INC. - ASSIST MANAGEMENT IN THE IDENTIFICATION, DEVELOPMENT, AND PRESENTATION OF INSTITUTIONAL INITIATIVES FOR CONSIDERATION BY COMMITTEES OF CONGRESS, FEDERAL REGULATORY AGENCIES, AND OTHERS; ACT AS LIAISON TO GOVERNMENT AGENCIES BY MONITORING AND REPORTING ON GOVERNMENTAL PROGRAMS AND LEGISLATION RELEVANT TO INSTITUTIONAL INITIATIVES. THE ORGANIZATION PAYS MEMBERSHIP DUES TO MEMBER ORGANIZATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. THEREFORE, A PORTION OF THE DUES MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES. 231001 22863055 X X X X false false true X 2198282000 88693000 155877000 26467000 68357000 2038000 2345990000 1981349000 61865000 244280000 21871000 65563000 1778000 2198282000 1757446000 38088000 272617000 20724000 64465000 1613000 1981349000 1889079000 49701000 -100032000 17683000 62244000 1375000 1757446000 1647653000 56634000 264829000 17422000 61671000 944000 1889079000 0.39190 0.38830 0.21980 false false 190067432 190067432 1345785494 528745420 817040074 229561888 184977377 44584511 363704038 92513649 271190389 1322882406 EQUITIES 1078003662 F REAL ESTATE 67836383 F 1145840045 0 DEPOSITS PAYABLE 14805404 US GOVERNMENT LOAN ADVANCES 35994988 50800392 SCHEDULE D, PART III, LINE 4 THE COLLECTIONS HELD BY BOSTON COLLEGE EDUCATE AND INSPIRE ITS STUDENTS AND FACULTY. SCHEDULE D, PART IV, LINE 2B STATE STREET HOLDS THE MAJORITY OF OUR TRUSTS. SCHEDULE D, PART V, LINE 4 THE INTENT OF THE ENDOWMENT FUND IS TO GENERATE INVESTMENT EARNINGS AS A SOURCE OF REVENUE TO SUPPORT STUDENT AID, INSTRUCTION, STUDENT FORMATION AND OTHER OPERATING ACTIVITIES OF THE UNIVERSITY RESTRICTED BY DONORS OR INTERNALLY DESIGNATED BY THE BOARD OF TRUSTEES. SCHEDULE D, PART X, LINE 2 BOSTON COLLEGE'S FINANCIAL STATEMENTS DID NOT INCLUDE A FIN 48 FOOTNOTE. true true true true true true true false false false false false false false false true false true NON-DISCRIMINATION POLICY PART I, LINE 3 A DESCRIPTION OF THE UNIVERSITY NON-DISCRIMINATORY POLICY IS PUBLISHED IN THE STUDENT SERVICES WEBSITE REGISTRATION MATERIALS, THE UNIVERSITY COURSE CATALOG AND JOB POSTINGS ON THE HUMAN RESOURCES WEBSITE. PART I, LINE 6A THE UNIVERSITY PARTICIPATES IN SEOG, PERKINS, WORK-STUDY, AND OTHER GOVERNMENTAL TITLE IV PROGRAMS. true Central America and the Caribbean 47 Program Services INSTRUCTION, PUB 160851 East Asia and the Pacific 101 Program Services RESEARCH,INST,STUD ABR 1101350 Europe (Including Iceland and Greenland) 1 469 Program Services RESEARCH,INST,STUD ABR 6553156 Middle East and North Africa 30 Program Services RESEARCH,INST,STUD ABR 167228 North America 143 Program Services RESEARCH 1318756 Russia and the Newly Independent States 13 Program Services RESEARCH 30687 South America 50 Program Services RESEARCH,INST,STUD ABR 679604 South Asia 13 Program Services RESEARCH,INST,STUD ABR 43137 Sub-Saharan Africa 26 Program Services RSRCH, STUD ABRD, PUBL 179723 Central America and the Caribbean Grantmaking 20000 Sub-Saharan Africa Grantmaking 327050 Central America and the Caribbean Investments 468134631 Europe (Including Iceland and Greenland) Investments 38034390 Sub-Saharan Africa Investments 722360 East Asia and the Pacific Fundraising 31098 Europe (Including Iceland and Greenland) Fundraising 12052 North America Fundraising 8495 1 892 1 892 517524568 517524568 Sub-Saharan Africa GENERAL SUPPORT 21010 WIRE TRANSFR Sub-Saharan Africa GENERAL SUPPORT 120010 WIRE TRANSFR Sub-Saharan Africa GENERAL SUPPORT 16010 WIRE TRANSFR Sub-Saharan Africa GENERAL SUPPORT 75010 WIRE TRANSFR Sub-Saharan Africa GENERAL SUPPORT 95010 WIRE TRANSFR Central America and the Caribbean GENERAL SUPPORT 20000 WIRE TRANSFR true false true true true false PART I, LINE 2 BOSTON COLLEGE ISSUES GRANT FUNDS BASED UPON BUDGETED PROPOSALS AND RECEIVES REPORTS FROM THE GRANT RECIPIENTS TO MONITOR THE USE OF THESE AWARD FUNDS DURING AND AT THE END OF THE FUNDING PERIOD. PART I, LINE 3, COLUMN F THE ORGANIZATION REVIEWS ALL FOREIGN WIRE INFORMATION AND INTERNATIONAL TRAVEL EXPENSES FOR OVERSEAS PAYMENTS AND DISCUSSES WITH THE DEPARTMENTS ORIGINATING THE PAYMENTS TO DETERMINE IF THE PAYMENTS WERE FOR FOREIGN ACTIVITIES. THE FOREIGN EXPENDITURES ARE CAPTURED SEPARATELY IN THE ORGANIZATION'S ACCOUNTING SYSTEM AND AMOUNTS INCLUDED ON SCHEDULE F ARE PURSUANT TO THE ORGANIZATION'S ACCOUNTING SYSTEM. PART II, LINE 1 FOREIGN GRANTS ARE TRACKED SEPARATELY IN THE ORGANIZATION'S GENERAL LEDGER. NIGHT AT POPS 5133492 4684092 449400 148934 314111 325000 354865 WALL ST. DINNER 2431408 2162858 268550 72026 426635 8675 178325 0 7564900 6846950 717950 220960 740746 333675 533190 1828571 -1110621 true SCHOLARSHIPS TO STUDENTS 7647 173601872 PART I, LINE 2 - GRANT PROCEDURES BOSTON COLLEGE AWARDS NEED BASED FINANCIAL AID, INCLUDING GRANTS AND LOANS TO STUDENTS BASED ON ELIGIBILITY REQUIREMENTS SUCH AS FINANCIAL NEED AND ACADEMIC PROGRESS. AID IS ADMINISTERED BY THE STUDENT SERVICES OFFICE. STUDENTS AND THEIR PARENTS COMPLETE EXTENSIVE APPLICATION MATERIALS, SUBMIT TAX RETURNS AND OTHER DOCUMENTS TO SUPPORT THEIR CLAIM FOR FINANCIAL ASSISTANCE. IN ADDITION, THE COLLEGE MAKES A LIMITED NUMBER OF SCHOLARSHIPS AVAILABLE BASED ON ACADEMIC OR ATHLETIC ACHIEVEMENT. PART III, COLUMN (C) THE CASH GRANT IS REFLECTED ON STUDENTS ACCOUNTS. SOME OF THE GRANTS LISTED MAY HOWEVER, BE PAID DIRECTLY TO THE STUDENT VIA ACCOUNTS PAYABLE AS A MONTHLY 'NON SERVICE STIPEND'. THE GRANTS ALSO INCLUDE BOOK VOUCHERS, LOAN FORGIVENESS AND CHILDREN'S CENTER AID. X X X X X false true X X X true true false false false false false false false KELLI J ARMSTRONG VP PLAN & ASSESS 192706 0 0 0 15612 0 19929 0 71640 0 299887 0 0 0 DANIEL F BOURQUE VP FACILITIES MANAGEMENT 235370 0 0 0 62360 0 19352 0 48452 0 365534 0 0 0 MICHAEL J BOURQUE VP INFORMATION TECHNOLOGY 263507 0 0 0 33220 0 26000 0 92025 0 414752 0 0 0 CUTBERTO GARZA PROFESSOR & FORMER PROVOST 209569 0 0 0 21219 0 19909 0 25649 0 276346 0 0 0 JAMES J HUSSON SENIOR VP UNIV. ADVANCEMENT 389467 0 0 0 75898 0 26000 0 24929 0 516294 0 0 0 BARBARA JONES VP STUDENT AFFAIRS 253358 0 0 0 31834 0 10032 0 12078 0 307302 0 0 0 THOMAS J KEADY VP GVMT & COMMUNITY AFFAIRS 245508 0 0 0 18109 0 25209 0 24615 0 313441 0 0 0 PATRICK J KEATING EXECUTIVE VP (UNTIL JAN. 2015) 446332 0 0 0 36520 0 26000 0 27474 0 536326 0 0 0 JAMES P MCINTYRE SENIOR VICE PRESIDENT 225704 0 0 0 35145 0 25229 0 26901 0 312979 0 0 0 PETER C MCKENZIE Finance VP & Treasurer 464012 0 0 0 16840 0 26000 0 24984 0 531836 0 0 0 DAVID QUIGLEY PROVOST & DEAN OF FACULTIES 381587 0 0 0 36400 0 26000 0 25204 0 469191 0 0 0 JOSEPH F QUINN PROFESSOR & FORMER INT PROVOST 347238 0 0 0 22372 0 26000 0 26572 0 422182 0 0 0 LEO V SULLIVAN VP-HUMAN RES (UNTIL OCT. 2014) 253785 0 0 0 28430 0 26000 0 24440 0 332655 0 0 0 STEPHEN R ADDAZIO FOOTBALL COACH 1890130 0 75000 0 320430 0 20800 0 27268 0 2333628 0 0 0 BRADLEY J BATES ATHLETICS DIRECTOR 516715 0 25000 0 54636 0 20800 0 26588 0 643739 0 0 0 JAMES P CHRISTIAN MEN'S BASKETBALL COACH 930915 0 0 0 190001 0 2550 0 16759 0 1140225 0 0 0 STEPHEN C DONAHUE FORMER MEN'S BASKETBALL COACH 230964 0 0 0 407753 0 20800 0 25807 0 685324 0 0 0 JEREMIAH F YORK MEN'S HOCKEY COACH 491259 0 30000 0 677311 0 26000 0 25047 0 1249617 0 0 0 JOHN J ZONA CHIEF INV. OFF&ASSOC. TREASUR. 466556 0 0 0 18105 0 26000 0 25047 0 535708 0 0 0 SCHEDULE J, PART I THE UNIVERSITY PAID COMPENSATION AND BENEFITS OF $6,048,433 TO THE JESUIT COMMUNITY, THE FOUNDERS OF BOSTON COLLEGE, FOR INSTRUCTIONAL, ADMINISTRATIVE AND INSTITUTIONAL SERVICES, RENDERED BY THE UNIVERSITY'S JESUIT OFFICERS. SCHEDULE J, PART I, LINE 1A FIRST CLASS TRAVEL OR CHARTER TRAVEL: BOSTON COLLEGE DOES NOT GENERALLY PERMIT FIRST CLASS TRAVEL FOR BUSINESS TRIPS. HOWEVER, ON OCCASSION FOR UNUSUALLY LONG FLIGHTS IT MAY BE PERMITTED PROVIDED THERE IS APPROVAL IN ADVANCE. IN CONNECTION WITH ITS ATHLETICS PROGRAM, CERTAIN TEAMS UTILIZE CHARTER TRAVEL. THREE HIGHLY COMPENSATED INDIVIDUALS LISTED IN PART VII FLY WITH THE ATHLETIC TEAMS AS PART OF THEIR RESPONSIBILITIES AS EMPLOYEES OF BOSTON COLLEGE AND INCURRED FIRST CLASS AS WELL AS CHARTER TRAVEL. IN CONNECTION WITH INTERNATIONAL TRAVEL, ONE OFFICER TRAVELLED FIRST CLASS FOR BUSINESS PURPOSES DURING 2014. HOUSING: ONE HIGHLY COMPENSATED INDIVIDUALS AND ONE OFFICER RECEIVED HOUSING ALLOWANCES, WHICH ARE INCLUDED IN COLUMN B(III). TRAVEL FOR COMPANIONS: UNIVERSITY POLICY IS NOT TO REIMBURSE FOR COMPANION TRAVEL. DURING 2014, THREE HIGHLY COMPENSATED INDIVIDUALS LISTED IN PART VII HAVE HAD COMPANION TRAVEL AT NO ADDITIONAL COST TO THE COLLEGE. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: FIVE HIGHLY COMPENSATED INDIVIDUALS AND AN OFFICER RECEIVE AN ANNUAL MEMBERSHIP TO A LOCAL COUNTRY CLUB. THE FULL VALUE WAS INCLUDED IN THEIR TAXABLE COMPENSATION. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: ONE OFFICER RECEIVED A GROSS UP PAYMENT ASSOCIATED WITH TAXABLE TUITION ASSISTANCE PROVIDED BY THE COLLEGE. THE FULL VALUE WAS INCLUDED IN THEIR TAXABLE COMPENSATION. One highly compensated individual received a gross up payment associated with a taxable payment made on the individual's behalf. The value was included in their taxable compensation. SCHEDULE J PART I, LINE 1B BOSTON COLLEGE HAS POLICIES THAT COVER FIRST CLASS TRAVEL AND TRAVEL FOR COMPANIONS. SUCH TRAVEL IS GENERALLY NOT PERMITTED BUT IS APPROVED ON A CASE BY CASE BASIS AT THE VP LEVEL. SOCIAL CLUB DUES ARE PROVIDED IN ACCORDANCE WITH THE CONTRACTS OF THE INDIVIDUALS WHO RECEIVE THE BENEFIT AND ARE APPROVED. SCHEDULE J PART I, LINE 4A STEPHEN DONAHUE, FORMER BASKETBALL COACH, SEPARATED FROM THE UNIVERSITY IN MARCH 2014. PURSUANT TO HIS EMPLOYMENT CONTRACT, HE IS ENTITLED TO RECEIVE COMPENSATION FOR EACH YEAR REMAINING ON HIS CONTRACT. SUCH PAYMENT WILL BE PRORATED FOR ANY PARTIAL YEAR AND IS SUBJECT TO CERTAIN OFFSETS. AMOUNTS PAID UNDER THIS AGREEMENT ARE INCLUDED IN SCHEDULE J, PART I, COLUMN (B)(III). SCHEDULE J PART I, LINE 4B IN PRIOR YEARS PAYMENTS WERE MADE TO A 457(F) PLAN ON BEHALF OF JEREMIAH F. YORK. THE PLAN WAS PAID OUT IN 2014. THE AMOUNT INCLUDED IN SCHEDULE J, PART II, COLUMN B(III) REPRESENTS A PAYMENT UNDER THIS PLAN. A MASS DEVELOPMENT FINANCE AGENCY - SERIES P 043431814 57583RPC3 2007-07-26 180931618 SEE PART VI false false false B MASS DEVELOPMENT FINANCE AGENCY - SERIES Q1 Q2 043431814 57583RL45 2009-05-21 104818300 SEE PART VI false false false C MASS DEVELOPMENT FINANCE AGENCY - SERIES R1 R2 043431814 57583R4M4 2010-11-16 215755525 SEE PART VI false false false D MASS DEVELOPMENT FINANCE AGENCY - SERIES S 043431814 57583UZQ4 2013-08-20 156252258 SEE PART VI false false false A 0 0 183728858 0 3421377 0 958893 0 0 99668378 79680210 0 2010 true true true true B 19055000 0 104968137 0 198197 0 583495 0 0 76951640 27234805 0 2012 true false true true C 22170000 0 215832146 0 7332415 0 1163025 0 0 101849143 105487563 0 2014 true false true true D 2255000 0 156254268 0 0 0 676551 0 0 46820169 95575242 13182306 true false false true A false false true true true true 0.01000 0.00100 0.01100 false false false true B false false true true true true 0.00600 0.00600 false false false true C false false true true true true 0.00100 0.00100 false false false true D false false true true true true 0.01000 0.01000 false false false true A false true false false 0 true RABOBANK INTERNTL 2.5 true false true B false true false false 0 false 0 false true C false true false false 0 false 0 false true D false true false false 0 false 0 false true A true B true C true D true SCHEDULE K, PART I, COLUMN F a. PARTIAL REFUNDING MHEFA SERIES K (11/16/93), REFUNDING MHEFA POOL E (4/25/91), PROPERTY ACQUISITION - CONSTRUCTION, RENOVATION AND EQUIPMENT FOR VARIOUS BUILDINGS ON MULTIPLE CAMPUSES. B. REFUNDING BANK OF AMERICA, LINE OF CREDIT (12/10/08), PROPERTY ACQUISTION - CONSTRUCTION, RENOVATION AND EQUIPMENT FOR VARIOUS BUILDINGS ON MULTIPLE CAMPUSES. C. REFUNDING MHEFA SERIES L (9/25/98) - CONSTRUCTION, RENOVATION AND EQUIPMENT FOR VARIOUS BUILDINGS ON MULTIPLE CAMPUSES. D. REFUNDING MHEFA SERIES N (9/04/03) - CONSTRUCTION, RENOVATION AND EQUIPMENT FOR VARIOUS BUILDINGS ON MULTIPLE CAMPUSES. PART II, LINE 3 THE DIFFERENCE BETWEEN THE AMOUNT OF TOTAL PROCEEDS AND THE ISSUE PRICE IN PART I IS THE RESULT OF INVESTMENT EARNINGS. PART IV, LINE 2(C), COLUMN(B) THE REBATE COMPUTATION WAS PERFORMED ON 5/31/2012. PART IV, LINE 2(C), COLUMN(C) THE REBATE COMPUTATION WAS PERFORMED ON 5/31/2014. JAMES HUSSON SR VP ADV MORTGAGE X 500000 500000 false true true PATRICK KEATING EXEC VP MORTGAGE X 292500 292500 false true true DAVID QUIGLEY PROVOST MORTGAGE X 250000 230372 false true true DAVID QUIGLEY PROVOST MORTGAGE X 200000 100000 false true true BARBARA JONES VP STUDENT MORTGAGE X 369500 369500 false true true 1492372 X 7 231001 OPINION OF EXPERTS X 84477 OPINION OF EXPERTS X 26840 COST BASIS X 316 18493138 MARKET VALUE X EVENTS 10 46763 ACTUAL INVOICE PRICE X OTHER EQUIPMENT AND GOODS 3 32678 ACTUAL INVOICE PRICE X FLYING HOURS 1 9782 ACTUAL INVOICE PRICE 6 false true false SCHEDULE M, PART I, COLUMN (B) COLUMN B IS BASED ON THE NUMBER OF CONTRIBUTIONS. FORM 990, PART I, LINE 1 AND PART III, LINE 1 MISSION STRENGTHENED BY MORE THAN A CENTURY AND A HALF OF DEDICATION TO ACADEMIC EXCELLENCE, BOSTON COLLEGE COMMITS ITSELF TO THE HIGHEST STANDARDS OF TEACHING AND RESEARCH IN UNDERGRADUATE, GRADUATE AND PROFESSIONAL PROGRAMS AND TO THE PURSUIT OF A JUST SOCIETY THROUGH ITS OWN ACCOMPLISHMENTS, THE WORK OF ITS FACULTY AND STAFF, AND THE ACHIEVEMENTS OF ITS GRADUATES. IT SEEKS BOTH TO ADVANCE ITS PLACE AMONG THE NATION'S FINEST UNIVERSITIES AND TO BRING TO THE COMPANY OF ITS DISTINGUISHED PEERS AND TO CONTEMPORARY SOCIETY THE RICHNESS OF THE CATHOLIC INTELLECTUAL IDEAL OF A MUTUALLY ILLUMINATING RELATIONSHIP BETWEEN RELIGIOUS FAITH AND FREE INTELLECTUAL INQUIRY. BOSTON COLLEGE DRAWS INSPIRATION FOR ITS ACADEMIC AND SOCIETAL MISSION FROM ITS DISTINCTIVE RELIGIOUS TRADITION. AS A CATHOLIC AND JESUIT UNIVERSITY, IT IS ROOTED IN A WORLD VIEW THAT ENCOUNTERS GOD IN ALL CREATION AND THROUGH ALL HUMAN ACTIVITY, ESPECIALLY IN THE SEARCH FOR TRUTH IN EVERY DISCIPLINE, IN THE DESIRE TO LEARN, AND IN THE CALL TO LIVE JUSTLY TOGETHER. IN THIS SPIRIT, THE UNIVERSITY REGARDS THE CONTRIBUTION OF DIFFERENT RELIGIOUS TRADITIONS AND VALUE SYSTEMS AS ESSENTIAL TO THE FULLNESS OF ITS INTELLECTUAL LIFE AND TO THE CONTINUOUS DEVELOPMENT OF ITS DISTINCTIVE INTELLECTUAL HERITAGE. BOSTON COLLEGE PURSUES THIS DISTINCTIVE MISSION BY SERVING SOCIETY IN THREE WAYS: - BY FOSTERING THE RIGOROUS INTELLECTUAL DEVELOPMENT AND THE RELIGIOUS, ETHICAL AND PERSONAL FORMATION OF ITS UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS IN ORDER TO PREPARE THEM FOR CITIZENSHIP, SERVICE AND LEADERSHIP IN A GLOBAL SOCIETY; - BY PRODUCING NATIONALLY AND INTERNATIONALLY SIGNIFICANT RESEARCH THAT ADVANCES INSIGHT AND UNDERSTANDING, THEREBY BOTH ENRICHING CULTURE AND ADDRESSING IMPORTANT SOCIETAL NEEDS; AND - BY COMMITTING ITSELF TO ADVANCE THE DIALOGUE BETWEEN RELIGIOUS BELIEF AND OTHER FORMATIVE ELEMENTS OF CULTURE THROUGH THE INTELLECTUAL INQUIRY, TEACHING AND LEARNING, AND THE COMMUNITY LIFE THAT FORM THE UNIVERSITY. BOSTON COLLEGE FULFILLS THIS MISSION WITH A DEEP CONCERN FOR ALL MEMBERS OF ITS COMMUNITY, WITH A RECOGNITION OF THE IMPORTANT CONTRIBUTION A DIVERSE STUDENT BODY, FACULTY AND STAFF CAN OFFER, WITH A FIRM COMMITMENT TO ACADEMIC FREEDOM, AND WITH A DETERMINATION TO EXERCISE CAREFUL STEWARDSHIP OF ITS RESOURCES IN PURSUIT OF ITS ACADEMIC GOALS. VOLUNTEERS FORM 990, PART I, LINE 6 ALTHOUGH BOSTON COLLEGE HAS MANY VOLUNTEERS WHO DEDICATE THEIR TIME AND EFFORTS TO THE COLLEGE, THEIR NUMBER IS NOT FORMALLY TRACKED. ALL TRUSTEES ARE PROVIDING VOLUNTEER SERVICES TO BOSTON COLLEGE. BOSTON COLLEGE ALUMNI KEEP UP THE JESUIT, CATHOLIC TRADITION AFTER GRADUATION AS ALUMNI VOLUNTEERS. WHETHER IT'S SIMPLY KEEPING IN TOUCH WITH FELLOW EAGLES OR MAKING A DIFFERENCE THROUGH THE UNIVERSITY, BOSTON COLLEGE HAS ACTIVE ALUMNI WHO CONTINUE TO VOLUNTEER THEIR TIME TO CONTRIBUTE TO THE BOSTON COLLEGE COMMUNITY. OTHER PROGRAM SERVICES FORM 990, PART III, LINE 4D EXPENDITURES FOR RESEARCH, PUBLIC SERVICE AND STUDENT AGENCIES AND OTHER MISCELLANEOUS PROGRAM REVENUES AND EXPENSES. FORM 990, PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION A - QUESTION 2 WILLIAM J. GEARY HAS INVESTMENT RELATIONSHIPS WITH CHARLES I. CLOUGH, JR., JOHN V. MURPHY AND BRIEN M. O'BRIEN. PETER K. MARKELL HAS BUSINESS RELATIONSHIPS WITH JOHN F. FISH, JOSEPH L. HOOLEY, III AND MARIANNE D. SHORT. JOSEPH L. HOOLEY, III AND JOHN F. FISH HAVE A BUSINESS RELATIONSHIP. DANIEL F. BOURQUE AND MICHAEL J. BOURQUE HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION B - QUESTION 11 WORKING WITH PRICEWATERHOUSECOOPERS, LLP (PWC), THE FORM 990 IS PREPARED BY BOSTON COLLEGE. UPON COMPLETION, THE FULL FORM 990 IS REVIEWED BY SENIOR MANAGEMENT, THE PRESIDENT OF BOSTON COLLEGE, THE CHAIR OF THE BOARD OF TRUSTEES, AND THE CHAIR OF THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE FULL 990, EXCLUDING THE INFORMATION OF A DONOR WHO (AS A CONDITION OF THE GIFT AGREEMENT) WISHED TO REMAIN ANONYMOUS, IS REVIEWED AT A FINANCE AND AUDIT COMMITTEE MEETING. UPON FINALIZATION AND PRIOR TO FILING, THE FORM 990, EXCLUDING THE INFORMATION OF THE ANONYMOUS DONOR, IS THEN FORWARDED TO ALL TRUSTEES FOR THEIR REVIEW. PWC SIGNS THE RETURN AS PAID PREPARER AND ELECTRONICALLY FILES THE RETURN WITH THE IRS. THE RETURN IS THEN POSTED ON THE BOSTON COLLEGE WEBSITE. FORM 990, PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION B - QUESTION 12C EACH OFFICER, TRUSTEE, AND KEY EMPLOYEE IS REQUIRED TO DISCLOSE ANNUALLY, IN WRITING, ANY FINANCIAL OR BUSINESS RELATIONSHIPS THAT HE OR SHE, OR ANY FAMILY MEMBER, HAS WITH BOSTON COLLEGE. THESE DISCLOSURES ARE REVIEWED BY THE FINANCIAL VICE PRESIDENT AND TREASURER AND HIS STAFF. THE FINANCIAL VICE PRESIDENT AND TREASURER PREPARES A REPORT OF ALL CONFLICTS FOR REVIEW WITH THE PRESIDENT, EXECUTIVE VICE PRESIDENT, AND GENERAL COUNSEL. FOLLOWING THEIR REVIEW, THE REPORT IS REVIEWED WITH THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES AND THE CHAIRMAN OF THE BOARD OF TRUSTEES. ALL CONFLICT SITUATIONS ARE RESOLVED AT THIS FINAL REVIEW IN ACCORDANCE WITH THE UNIVERSITY'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION B - POLICIES, QUESTIONS 15A & B BOSTON COLLEGE'S PRESIDENT IS A MEMBER OF THE SOCIETY OF JESUS. THE COMPENSATION AND BENEFITS OF WILLIAM P. LEAHY S.J., ALONG WITH OTHER MEMBERS OF THE JESUIT COMMUNITY WHO PROVIDE SERVICES TO BOSTON COLLEGE, ARE PAID TO THE JESUIT COMMUNITY. TOTAL PAYMENTS TO THE JESUIT COMMUNITY IN FY'15 WERE $6,048,433. FOR ALL OTHER OFFICERS, TRUSTEES, AND KEY EMPLOYEES, BOSTON COLLEGE HAS AN EXECUTIVE COMPENSATION COMMITTEE THAT ANNUALLY REVIEWS AND APPROVES THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES. THE COMPENSATION COMMITTEE CONSIDERS MARKET DATA AND ANALYSES. THE COMMITTEE'S DELIBERATIONS ARE REFLECTED IN ITS MINUTES. FORM 990, PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION C - DISCLOSURE, LINE 19 BOSTON COLLEGE MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA ITS WEBSITE. ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 POST-RETIREMENT MEDICAL GAIN 3,337,123 BOSTON COLLEGE ALUMNI ASSOCIATION LLC 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 042103545 ALUM. REL MA 0 BC CHARITABLE REMAINDER TRUSTS (15) SUPPORT MA NA T true CHARITABLE REMAINDER TRUSTS (1) SUPPORT PA NA T true OTHER TRUSTS (5) SUPPORT MA NA T true POOLED LIFE INCOME FUND (1) SUPPORT MA NA T true false false false false false false false false false false false false false false false false false false FORM 990, SCHEDULE R, PART IV, LINE 1 CHARITABLE REMAINDER TRUSTS ARE DOMICILED IN MASSACHUSETTS AND PENNSYLVANIA.