2015-05-14T14:28:36-07:00 2014-06-30 990 2013-07-01 042103639 WHEELOCK COLLEGE WHEE 6178792000 200 The Riverway Boston MA 022154176 Jackie Jenkins-Scott President 6178792119 2015-05-15 2013 2016-02-25 16:41:14Z Jackie Jenkins-Scott 200 The Riverway Boston MA 02115 50065774 0 X www.wheelock.edu X 1888 MA Wheelock College, a private college with a public mission, is recognized as a national leader in its professional fields - child life, social work, and education. Wheelock carries out this mission by providing a sound education in the arts and sciences and in the professions. The College offers outstanding professional preparation in education, child life, and social work. The Wheelock mission is sustained by the College academic programs and by involvement in the life of many communities. Wheelock academic programs give the students a rigorous education in the arts and sciences while enabling students to become informed and empathic professionals. A curriculum with a multicultural dimension prepares students to work with children and families, to be responsible citizens, and to help create a just society. Through demanding and responsive teaching, faculty members inspire students to become informed and contributing citizens. 30 30 648 92 468076 -47323 6950565 10760317 43012495 45036210 534029 -7832580 2075081 1954436 52572170 49918383 11953395 11753779 0 0 23479066 23575680 0 0 650395 19432880 18986502 54865341 54315961 -2293171 -4397578 137725820 149969253 49028618 48376954 88697202 101592299 Wheelock's mission is to improve the lives of children and families. As a private college with a public mission, Wheelock College strives to be the premier college that educates people to create a safe, caring, and just world for all children and families. Wheelock College cultivates a passion for learning among all members of its community. We are a diverse learning community whose members respect differences among people, their ideas, and their ways of acting in the world. 0 0 34024613 11725779 36565443 Social Science and Related Studies: Instructional programs for undergraduate and graduate students in the areas of education, social work and child life. Programs include classroom instruction as well as practical experience at school and social service agencies. 4679095 0 633049 Support services for undergraduate and graduate students including student activities, residence life staff and programs, mental health counseling services, athletic programs, and numerous other administrative support services for students. 3939844 0 7391230 Housing Programs:Expenses incurred for resident students that provides students with the additional time to extend their education experience beyond the classroom. 1047192 0 1033296 Personal Social Services: Expenses incurred in connection with sponsored activities such as: research, public service and student internships. 1047192 0 1033296 43690744 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 1 1 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 331 0 1 648 1 1 1 0 0 0 0 1 1 0 0 0 0 X 30 30 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X Anne Marie Martorana 6178792231 200 The Riverway Boston MA 02215 Kate Taylor Chair of the Board 1 0 X X 0 0 0 Elizabeth Cluett Thors Board Member 1 0 X 0 0 0 Susan Simon Chair of the Corporation 1 0 X X 0 0 0 A Keena Dunn Clifford Assistant Clerk of the Board 1 0 X X 0 0 0 Robin Mount Board Member 1 0 X 0 0 0 John Knutson Board Member 1 0 X 0 0 0 Ranch C Kimball Board Member 1 0 X 0 0 0 Robert Lincoln Treasurer of the Board 1 0 X X 0 0 0 Barbara Sallick Clerk of the Board 1 0 X X 0 0 0 Patricia S Cook Board Member 1 0 X 0 0 0 John Jackson Board Member 1 0 X 0 0 0 Linda Port Vice Chair of the Board 1 0 X X 0 0 0 Lisa Biagetti Board Member 1 0 X 0 0 0 Elaine Markoff Board Member 1 0 X 0 0 0 Jane Roberts Board Member 1 0 X 0 0 0 Mark Roberts Board Member 1 0 X 0 0 0 Karen Sturges Board Member 1 0 X 0 0 0 Leverett Wing Board Member 1 0 X 0 0 0 Stephanie Bennett-Smith Board Member 1 0 X 0 0 0 Tina Feldman Crosby Board Member 1 0 X 0 0 0 Fred Foulkes Board Member 1 0 X 0 0 0 Scott Wennerholm Board Member 1 0 X 0 0 0 Joyce Butler Board Member 1 0 X 0 0 0 Kelly Duda Board Member 1 0 X 0 0 0 Karen Mutch-Jones Board Member 1 0 X 0 0 0 Kathy Simons Board Member 1 0 X 0 0 0 Daniel Stern Terris Board Member 1 0 X 0 0 0 Sara Hosmer Board Member 1 0 X 0 0 0 Joanna Oshman Board Member 1 0 X 0 0 0 Elizabeth Segers Board Member 1 0 X 0 0 0 Jackie JenkinsScott President 40 0 X 468156 0 40792 Anne Marie Martorana Vice President - Chief Financial Officer 40 0 X 198435 0 29320 Roy Schifilliti Vice President 40 0 X 191061 0 25411 Adrian Haugabrook VP for Enrollment Magagement 40 0 X 183547 0 18548 Joan Gallos VP for Academic Affairs 40 0 X 205128 0 24640 Jennifer Rice VP for Institutional Advancement 40 0 X 51200 0 9295 Marta Rosa Senior Director Government Affairs 40 0 X 160958 0 9295 Shirley Malone-Fenner Dean of Arts & Sciences 40 0 X 145358 0 17230 Linda Davis Dean, Center for International Programs and Partnerships 40 0 X 134312 0 17683 Barbara Morgan Dean of Students 40 0 X 115604 0 14897 Patricia Craig Executive Director, Wheelock College-Singapore 40 0 X 137016 0 30769 Linda Welter VP for Institutional Advancement 40 0 X 120055 0 17682 2110830 0 255562 26 1 1 0 Fuseideas LLC 8 Winchester Place 3rg Floor Suite 303 Winchester MA 01890 Marketing 259298 Cambridge Associates 125 High Street Suite 1100 Boston MA 02110 Investment management 126621 2 0 0 0 0 924445 9835872 6571883 10760317 Tuition 611310 36565443 36565443 0 0 Dorm & Dining fees 611310 7391230 7391230 0 0 Interest Income 611310 40241 40241 0 0 Wheelock Family Theatre revenues 611310 1039296 1033296 6000 0 0 0 0 0 45036210 844596 0 52067 792529 5945 0 0 5945 0 0 0 0 1280335 0 0 0 1280335 0 1280335 0 410009 870326 -8683121 0 0 0 -8683121 0 -8683121 0 0 -8683121 228683 0 147391 81292 0 81292 Misc fees 611310 590122 590122 0 0 Perkins loan cancelled 611310 2687 2687 0 0 0 0 0 0 592809 49918383 45623019 468076 -6933029 38850 38850 11686929 11686929 28000 28000 0 0 789139 233419 555720 0 0 0 0 0 18858114 15189736 3260833 407545 925112 745154 159965 19993 1631798 1314372 282161 35265 1371517 1104722 237155 29640 0 0 0 0 56097 0 56097 0 117750 0 117750 0 22270 0 22270 0 0 0 207029 0 207029 0 3265863 1235861 1996013 33989 118991 96534 22457 0 1756626 1021023 669679 65924 361092 11866 349226 0 0 0 0 0 2011631 1823495 188136 0 565757 425692 123413 16652 0 0 0 0 71698 60340 10983 375 2387750 1892301 495449 0 0 0 0 0 2915837 2582098 333739 0 241944 128725 113219 0 Student Services 1339102 1351794 -12692 0 Theatre Operation Expenses 93974 93974 0 0 Functions, events, orientation 1418167 806030 594835 17302 Educational vouchers 187650 187650 0 0 1847274 1632179 191385 23710 54315961 43690744 9974822 650395 1241070 1083786 4884536 9470364 586056 262392 1829453 1214208 0 0 0 0 1268684 1240407 0 0 1224408 897071 113222650 40820644 74618304 72402006 29916699 41363156 15845505 15361193 6311105 6674670 137725820 149969253 4950359 4325620 0 0 1412094 1991912 41720778 41114035 0 0 0 0 0 0 0 0 945387 945387 49028618 48376954 X 50184360 56279988 11358764 15638514 27154078 29673797 88697202 101592299 137725820 149969253 X -4397578 17218105 0 0 0 74570 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 22270 22270 53384384 53406654 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 60000 16000 4400 22270 102670 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 45694844 1866808 8871785 638300 1355148 80408 54359581 41926294 598501 5287223 603990 1424599 88585 45694844 42514823 2339246 -884949 585539 1368952 88335 41926294 35728126 733051 8242214 635895 1470796 81877 42514823 33159802 883251 3791512 585678 1474448 46313 35728126 0.301 0.448 0.251 0 0 0 2259132 2259132 0 98083936 28726774 69357162 0 0 0 0 0 12879582 12093870 785712 0 0 0 0 72402006 Long/short equity funds 8490775 F Fixed income security funds 6870418 F 15361193 0 Government advances for student loans 945387 945387 X 55424898 17218105 0 0 210368 17428473 37996425 207029 11714929 11921958 49918383 42529801 0 0 0 135798 135798 42394003 207029 11714929 11921958 54315961 Schedule D, Part V, Line 4 Wheelock's endowment provides support for the day to day operations of the College including financial aid, scholarships, and furthering the mission of the college. Schedule D, Part X, Line 2 The College is recognized as an organization exempt from income tax under Section 501(c)(3) of the Internal Revenue Code. However, certain activities of exempt organizations, to the extent profitable, may be subject to Federal and state taxation as unrelated business income. Given the limited taxable activities of the College, management determined that disclosures relative to tax provisions are not necessary. The College accounts for the effect of any uncertain tax positions based on a "more likely than not" threshold to the recognition of the tax provisions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for all uncertain tax positions. The College has identified its tax status as a tax exempt entity as its only significant tax position and has determined that such tax position does not result in an uncertainty requiring recognition. The College is not currently under examination by any taxing jurisdiction. The College's federal and state income tax returns are generally open for examination for the three past years. Schedule D, Part XI, Line 2d Change in value of split-interest agreements of $74,570 and fundraising expenses of $135,798. Schedule D, Part XI, Line 4b Institutional scholarships of $11,714,929. Schedule D, Part XII, Line 2d Fundraising expenses of $135,798. Schedule D, Part XII, Line 4b Institutional scholarships of $11,714,929. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 Wheelock College follows a racially nondiscriminatory policy as to students. The college publicizes its non-discrimination policy in its catalog and on its website. The college currently enrolls students of racial minority groups in meaningful numbers. Diversity and social justice are central to the mission of Wheelock College and these values permeate all aspects of the College's work. Schedule E, Part I, Line 6 The College received title IV funds, federal grants, and assistance. 1 East Asia and the Pacific 0 1 Program Services Higher education undergraduate and graduate degree programs. 956554 East Asia and the Pacific 0 0 Grantmaking Grants and scholarships for one student while attending a semester abroad. 8500 Central America and the Caribbean 0 0 Grantmaking Grants and scholarships for one student while attending a semester abroad. 8250 Europe (including Iceland and Greenland) 0 0 Grantmaking Grants and scholarships for two student while attending a semester abroad. 11250 0 1 984554 Grants and scholarships for one student while attending a semester abroad. East Asia and the Pacific 1 0 8500 Credit at the bursar's office. FMV Grants and scholarships for one student while attending a semester abroad. Central America and the Caribbean 1 0 8250 Credit at the bursar's office. FMV Grants and scholarships for two students while attending a semester abroad. Europe (including Iceland and Greenland) 2 0 11250 Credit at the bursar's office. FMV 0 0 1 1 0 0 Schedule F, Part I, Line 2 Grants to students are made in accordance with Federal and institutional financial aid policies. The grant funds are used for academic course work for foreign study abroad. The Registrar's office determines that academic standards are met before academic credit is received by the student. WHEEL Award 42700 0 42700 0 0 0 7572 0 4021 Passion for Action 185983 0 185983 0 0 0 0 0 135798 0 228683 0 228683 0 0 0 7572 0 139819 147391 81292 1 New Sector Alliance 711 Atlantic Avenue Lower Level Boston MA 02111 043570463 501(c)(3) 20800 0 FMV Communication and outreach support. 1 0 Grants and scholarships to attend Wheelock College. 925 0 11658929 FMV Credits at the student accounts office. Schedule I, Part I, Line 2 Grants are made and monitored in accordance with Federal and institutional financial aid policies. Amounts are applied to student accounts as credits to the bill at the Bursar's office to offset academic charges. X X X 1 1 X X X X X X 0 0 0 0 0 0 0 1 0 Jackie JenkinsScott President 387248 0 46500 0 34408 0 13870 0 26922 0 508948 0 0 0 Joan Gallos VP for Academic Affairs 201564 0 0 0 3564 0 10708 0 13932 0 229768 0 0 0 Anne Marie Martorana Vice President - Chief Financial Officer 197193 0 0 0 1242 0 20235 0 9085 0 227755 0 0 0 Roy Schifilliti Vice President 189819 0 0 0 1242 0 10117 0 15294 0 216472 0 0 0 Adrian Haugabrook VP for Enrollment Magagement 182737 0 0 0 810 0 9413 0 9136 0 202096 0 0 0 Marta Rosa Senior Director Government Affairs 158812 0 0 0 2147 0 3333 0 5962 0 170254 0 0 0 Shirley Malone-Fenner Dean of Arts & Sciences 133276 0 0 0 12082 0 7995 0 9235 0 162588 0 0 0 Patricia Craig Executive Director, Wheelock College-Singapore 135975 0 0 0 1040 0 15350 0 15419 0 167784 0 0 0 Linda Davis Dean, Center for International Programs and Partnerships 132488 0 0 0 1824 0 6610 0 11073 0 151995 0 0 0 Linda Welter VP for Institutional Advancement 117976 0 0 0 2079 0 6597 0 11085 0 137737 0 0 0 Schedule J, Part I, Line 1a Travel for companions: The president's spouse travels with her from time to time on college business generally for fundraising events or donor visits. Gross-up payments: The college grosses up the annual adjustment for the personal use of the president's college-provided vehicle. Housing allowance or residence for personal use: The president's contract and responsibilities require her to reside in a college-owned home on the business premises of the College near campus. The gross-up payments are taxable income while the travel and housing are not taxable. Schedule J, Part I, Line 7 The president's employment contract stipulates that a bonus will be paid each year. The executive committee determines the amount of bonus to be paid. A Mass development Finance Agency 043431814 57583RRE7 2007-09-27 5101993 Refinance MHEFA bonds and construction of campus 0 0 0 B Mass Development Finance Agency 043431814 57583RRF4 2007-09-27 17856977 Refinance MHEFA bonds and construction of campus 0 0 0 C Mass Development Finance Agency 043431814 57583RRG2 2007-09-27 19557642 Refinance MHEFA bonds and construction of campus 0 0 0 A 0 0 5101993 225514 196532 1953148 85937 0 0 2640862 0 0 2008 0 1 1 1 B 0 0 17856977 789301 687862 6836017 300778 0 0 9243019 0 0 2008 0 1 1 1 C 0 0 19557642 864472 753374 7487067 329423 0 0 10123306 0 0 2008 0 1 1 1 A 0 1 1 1 0 0.0162 0.0053 0.0215 0 0 1 B 0 1 1 1 0 0.0162 0.0053 0.0215 0 0 1 C 0 1 1 1 0 0.0162 0.0053 0.0215 0 0 1 A 0 0 0 1 0 0 1 AIG 30 1 0 1 B 0 0 0 1 0 0 1 AIG 30 1 0 1 C 0 0 0 1 0 0 1 AIG 30 1 0 1 A 1 B 1 C 1 Schedule K, Part IV, Line 2c-09/27/2007 5,101,993 Mass development Finance The rebate computation was performed July 1, 2012. Schedule K, Part IV, Line 2c-09/27/2007 17,856,977 Mass Development Finance The rebate computation was performed July 1, 2012. Schedule K, Part IV, Line 2c-09/27/2007 19,557,642 Mass Development Finance The rebate computation was performed July 1, 2012. X 40 6571883 FMV on date of gift 0 0 1 0 Form 990, Part VI, Section A, Line 2 Trustees Jane Roberts and Mark Roberts are married to each other. Form 990, Part VI, Section A, Line 6 Potential new members of the corporation are nominated by the Committee on Trustees. These nominees are voted on by the corporation. The members of the corporation have the right to participate in the College's governance by electing members of the Board of Trustees. Form 990, Part VI, Section A, Line 7a The members of the corporation elect the board of trustees. Form 990, Part VI, Section B, Line 11b The audit committee of the board of trustees reviews the draft in detail before it is finalized then a copy is distributed to the entire board prior to being filed with the IRS. The board reviews the Form 990 and has the opportunity to ask questions. Form 990, Part VI, Section B, Line 12c Each year, the Vice President and Chief Financial Officer (VP & CFO) distributes a questionnaire to all officers, trustees and other employees covered by the policy. The questionnaires are completed and returned to the VP & CFO who summarizes the results. She then reports the results to the chair of the board of trustees, the chair of the corporation, and the president so that they are aware of any potential conflict. Any persons with a conflict may be prohibited from participating in deliberations and decisions relating to the matter. The chair of the board or the chair of each committee of the board is responsible for determining if an individual is barred from voting on a particular matter. Form 990, Part VI, Section B, Line 15 The review and approval of the president's compensation is done by the chair of the board and the executive committee of the board of trustees each year. None of these individuals had any conflict of interest with respect to this compensation. From time to time, an independent consultant is also engaged to determine appropriate compensation particularly when a new contract is issued. Presidential compensation at similar colleges is reviewed to compare to the presidential compensation at Wheelock. The terms of the president's compensation package are approved and documented by the executive committee of the board of trustees. The board approves any compensation increase or bonus to the officers and from time to time benchmarks compensation of key employees against peer institutions. In addition, the president annually benchmarks key employees' compensation against an annual industry survey Form 990, Part VI, Section C, Line 19 Wheelock College makes its governing documents, conflict of interest policy, and financial statements available on its website and/or distributes its hard copies to the public upon request. Form 990, Part XI, Line 9 Change in value of split-interest agreements of $74,570. Emeriti Retiree Health Plan for Wheelock College 200 The Riverway Boston MA 02215 571194227 Retiree health plan MA 501(c)9 N/A 0 Wheelock College Alumni Association 200 The Riverway Boston MA 02215 042105865 Alumni association MA 503(c)3 III-O N/A 0 Charitable Remainder Trust (2) 200 The Riverway Boston MA 02215 Charitable Remainder Trust MA T 1 Pooled Income Fund 200 The Riverway Boston MA 02215 Pooled Income Fund MA C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0