WESTERN NEW ENGLAND UNIVERSITY: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: WESTERN NEW ENGLAND UNIVERSITY (EIN 04-2108376)
Tax period: 2013-07-01 to 2014-06-30
Filed: 2015-05-07
IRS object ID: 201541279349301319
Schema version: 2013v4.0
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	2015-05-07T12:00:25-05:00	ReturnTs
Tax Period End	2014-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KPMG LLP	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	One Financial Plaza	AddressLine1
City	Hartford	City
State	CT	State
ZIP Code	061032608	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-07-01	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	BusinessNameLine1

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	AddressLine1
Address Line2	Suite	AddressLine2
City	SPRINGFIELD	City
State	MA	State
ZIP Code	01119	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	William Kelleher	PersonNm
Person Title	VP FOR FINANCE AND ADMIN	PersonTitleTxt
Phone	4137821288	PhoneNum
Signature	2015-05-07	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MARY-EVELYN ANTONETTI	PreparerPersonNm
PTIN	P00431862	PTIN
Phone	4137821288	PhoneNum

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2016-02-25 16:41:14Z	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	AddressLine1
City	SPRINGFIELD	City
State	MA	State
ZIP Code	01119	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$149,109,412	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	2835	TotalEmployeeCnt
Total Volunteers	784	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$4,554,648	PYContributionsGrantsAmt
CY Contributions Grants	$5,519,033	CYContributionsGrantsAmt
PY Program Service Revenue	$129,174,780	PYProgramServiceRevenueAmt
CY Program Service Revenue	$133,663,881	CYProgramServiceRevenueAmt
PY Investment Income	$1,628,541	PYInvestmentIncomeAmt
CY Investment Income	$2,658,344	CYInvestmentIncomeAmt
PY Other Revenue	$1,340,036	PYOtherRevenueAmt
CY Other Revenue	$1,005,685	CYOtherRevenueAmt
PY Total Revenue	$136,698,005	PYTotalRevenueAmt
CY Total Revenue	$142,846,943	CYTotalRevenueAmt
PY Grants And Similar Paid	$36,909,866	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$38,596,073	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$62,840,533	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$63,650,766	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$4,437	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$35,974	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,408,891	CYTotalFundraisingExpenseAmt
PY Other Expenses	$37,589,901	PYOtherExpensesAmt
CY Other Expenses	$36,916,633	CYOtherExpensesAmt
PY Total Expenses	$137,344,737	PYTotalExpensesAmt
CY Total Expenses	$139,199,446	CYTotalExpensesAmt
PY Revenues Less Expenses	-$646,732	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$3,647,497	CYRevenuesLessExpensesAmt
Total Assets BOY	$212,085,905	TotalAssetsBOYAmt
Total Assets EOY	$222,106,332	TotalAssetsEOYAmt
Total Liabilities BOY	$104,877,294	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$103,243,787	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$107,208,611	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$118,862,545	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	$84,461,451	ExpenseAmt
Grant	$33,931,879	GrantAmt
Revenue	$87,734,409	RevenueAmt
Desc	THE UNIVERSITY OFFERS FULL AND PART-TIME PROGRAMS ANNUALLY THAT SERVE MORE THAN 2,900 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 AND GRADUATE PROGRAMS, PLUS A SCHOOL OF LAW AND A COLLEGE OF PHARMACY.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$21,848,667	ExpenseAmt
Grant	$4,664,194	GrantAmt
Revenue	$24,132,388	RevenueAmt
Desc	THE UNIVERSITY OFFERS A WIDE RANGE OF UNDERGRADUATE DEGREE PROGRAMS, AS WELL AS GRADUATE PROGRAMS AND FIRST PROFESSIONAL OPPORTUNITIES IN ARTS AND SCIENCES, BUSINESS, ENGINEERING, LAW, AND PHARMACY. THE UNIVERSITY ALSO OFFERS A PH.D PROGRAM IN BEHAVIORAL ANALYSIS AND PHARMACY.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$17,096,892	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$21,797,085	RevenueAmt
Desc	THE UNIVERSITY OFFERS RESIDENTIAL OPPORTUNITIES TO FULL-TIME UNDERGRADUATES THROUGH A VARIETY OF LIVING ARRANGEMENTS VARYING FROM TRADITIONAL DORMITORY SETTINGS TO APARTMENTS AND SUITES. APPROXIMATELY 2,000 STUDENTS LIVE ON CAMPUS DURING THE ACADEMIC YEAR.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$123,407,010	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	false	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	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	195	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	2835	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
Form1098 C Filed	Yes (true)	Form1098CFiledInd
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	AddressLine1
City	SPRINGFIELD	City
State	MA	State
ZIP Code	01119	ZIPCode

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	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	Yes (X)	$0	$0	$0
JOHN J BRENNAN
TRUSTEE	1.0	Yes (X)	$0	$0	$0
THOMAS R BURTON
TRUSTEE	1.0	Yes (X)	$0	$0	$0
DR ANTHONY S CAPRIO
PRESIDENT	40.0	Yes (X)	$543,994	$0	$36,479	Yes (X)
CARMEL A CARMAGNA
TRUSTEE	1.0	Yes (X)	$0	$0	$0
ROBERT H CARNEVALE
TRUSTEE	1.0	Yes (X)	$0	$0	$0
CHARLES R CASARTELLO JR
TRUSTEE (FROM JULY 2013)	1.0	Yes (X)	$0	$0	$0
ROBERT W CLARKE
SECRETARY	1.0	Yes (X)	$0	$0	$0	Yes (X)
NORMAL L COLACCINO
TRUSTEE	1.0	Yes (X)	$0	$0	$0
ALEXANDER M CORL
TRUSTEE	1.0	Yes (X)	$0	$0	$0
KEVIN S DELBRIDGE
CHAIRMAN	1.0	Yes (X)	$0	$0	$0	Yes (X)
ROBERT W DOBEK
TRUSTEE	1.0	Yes (X)	$0	$0	$0
WILLIAM E DUPUIS
TRUSTEE	1.0	Yes (X)	$0	$0	$0
ROCCO J FALCONE II
TRUSTEE	1.0	Yes (X)	$0	$0	$0
FRANK P FITZGERALD
TRUSTEE	1.0	Yes (X)	$0	$0	$0
MICHAEL FLYNN
TRUSTEE	1.0	Yes (X)	$0	$0	$0
DENIS G GAGNON
TRUSTEE	1.0	Yes (X)	$0	$0	$0
MARSHALL A HART
TRUSTEE	1.0	Yes (X)	$0	$0	$0
ANDREW T HENSHON
TRUSTEE	1.0	Yes (X)	$0	$0	$0
DIANA H HORAN
TRUSTEE	1.0	Yes (X)	$0	$0	$0
STEVEN P KITROSSER
TRUSTEE	1.0	Yes (X)	$0	$0	$0
MICHAEL J KONARKSI
TRUSTEE (FROM JULY 2013)	1.0	Yes (X)	$0	$0	$0
DR BARBARA A LENK
TRUSTEE	1.0	Yes (X)	$0	$0	$0
AMY B LEWIS
TRUSTEE	1.0	Yes (X)	$0	$0	$0
DENNIS M LIND
TRUSTEE (FROM JULY 2013)	1.0	Yes (X)	$0	$0	$0
EDWARD W LINDSEY
TRUSTEE	1.0	Yes (X)	$0	$0	$0
KIM A MACLEOD
TRUSTEE	1.0	Yes (X)	$0	$0	$0
PAUL L MANCINONE
TRUSTEE	1.0	Yes (X)	$0	$0	$0
JOHN M MITCHELL
TRUSTEE	1.0	Yes (X)	$0	$0	$0
DR CARMEN GUERVARA NEUBERGER
TRUSTEE	1.0	Yes (X)	$0	$0	$0
JOHN M OBRIEN III
TRUSTEE	1.0	Yes (X)	$0	$0	$0
KENNETH M RICKSON
TREASURER	1.0	Yes (X)	$0	$0	$0	Yes (X)
STEPHEN J ROURKE
TRUSTEE	1.0	Yes (X)	$0	$0	$0
ROBERT E SALAD
TRUSTEE	1.0	Yes (X)	$0	$0	$0
MICHAEL A SERAFINO
VICE CHAIRMAN	1.0	Yes (X)	$0	$0	$0	Yes (X)
PETER STEINGRABER
TRUSTEE	1.0	Yes (X)	$0	$0	$0
BRIAN P TRELEASE
TRUSTEE	1.0	Yes (X)	$0	$0	$0
DR JERRY HIRSCH
VP FOR ACADEMIC AFFAIRS	40.0		$247,216	$0	$32,369		Yes (X)
WILLIAM KELLEHER
VP FOR FINANCE AND ADMIN.	40.0		$226,504	$0	$33,416		Yes (X)
WILLIAM G BAKER
PROFESSOR OF LAW	40.0		$256,699	$0	$35,376			Yes (X)
ERIC J GOUVIN
DEAN, SCHOOL OF LAW	40.0		$235,860	$0	$34,266			Yes (X)
LEORA HARPAZ
PROFESSOR OF LAW	40.0		$337,051	$0	$18,471			Yes (X)
FREDERICK D ROYAL
ASSOC. DEAN LLM, PROF. OF LAW	40.0		$285,807	$0	$35,518			Yes (X)
LEH-SHENG TANG
PROFESSOR OF COMPUTER SCIENCE	40.0		$275,940	$0	$11,042			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,409,071	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$236,937	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	116	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/AddressLine1	CityContractorAddress/USAddress/City	StateContractorAddress/USAddress/State	ZIP CodeContractorAddress/USAddress/ZIPCode	ServicesServicesDesc	CompensationCompensationAmt
FONTAINE BROS INC
510 COTTAGE STREET	SPRINGFIELD	MA	01104	GENERAL CONTRACTOR	$4,887,094
TESSIER ASSOCIATES INC
1500 MAIN ST PO BOX 15169	SPRINGFIELD	MA	011155169	ARCHITECTS	$692,391
MARKET MENTORS LLC
1680 W RIVERDALE STREET	WEST SPRINGFIELD	MA	01089	MEDIA ADVERTISING	$409,420
EBSCO
PO BOX 830625	BIRMINGHAM	AL	352830460	ELECTRONIC LIBRARY	$407,786
ALLIED WASTE SERVICES
PO BOX 9001099	LOUISVILLE	KY	402901099	REFUSE DISPOSAL	$225,346

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	18	CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIII	Yes (X)	InfoInScheduleOPartVIIIInd
Fundraising	$66,585	FundraisingAmt
Government Grants	$1,659,396	GovernmentGrantsAmt
All Other Contributions	$3,793,052	AllOtherContributionsAmt
Noncash Contributions	$320,101	NoncashContributionsAmt
Total Contributions	$5,519,033	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES	611710	$111,632,830	$111,632,830
AUXILIARY SALES AND SERVICES	611710	$21,797,085	$21,797,085
INTEREST ON STUDENT LOAN	611710	$134,670	$134,670
SPONSORED RESEARCH	611710	$99,296	$99,296

Field	Value	IRS element (for citing)
Total Program Service Revenue	$133,663,881	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$758,212	TotalRevenueColumnAmt
Exclusion	$758,212	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	$0	TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

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

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$8,120,034	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$6,219,902	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,900,132	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,900,132	TotalRevenueColumnAmt
Exclusion	$1,900,132	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$46,071	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$66,585	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$42,567	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,504	TotalRevenueColumnAmt
Exclusion	$3,504	ExclusionAmt

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	ExclusionExclusionAmt
EVENTS REGISTRATION	611710	$30,176	$30,176
STUDENT FUNDRAISING INCOME	611710	$432,490	$432,490
COMMISSIONS	611710	$72,613	$72,613

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$466,902	TotalRevenueColumnAmt
Exclusion	$466,902	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$1,002,181	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$142,846,943	TotalRevenueColumnAmt
Related Or Exempt Func Income	$133,663,881	RelatedOrExemptFuncIncomeAmt
Exclusion	$3,664,029	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	$38,062,409	TotalAmt
Program Services	$38,062,409	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$533,664	TotalAmt
Program Services	$533,664	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	$1,139,707	TotalAmt
Management And General	$1,063,096	ManagementAndGeneralAmt
Fundraising	$76,611	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$110,376	TotalAmt
Program Services	$110,376	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$46,196,950	TotalAmt
Program Services	$40,760,951	ProgramServicesAmt
Management And General	$4,802,350	ManagementAndGeneralAmt
Fundraising	$633,649	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$13,868,194	TotalAmt
Program Services	$13,339,693	ProgramServicesAmt
Management And General	$425,236	ManagementAndGeneralAmt
Fundraising	$103,265	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$1,910,392	TotalAmt
Management And General	$1,687,763	ManagementAndGeneralAmt
Fundraising	$222,629	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$425,147	TotalAmt
Management And General	$342,077	ManagementAndGeneralAmt
Fundraising	$83,070	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	$84,496	TotalAmt
Management And General	$84,496	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$132,350	TotalAmt
Management And General	$132,350	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	$35,974	TotalAmt
Fundraising	$35,974	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$223,313	TotalAmt
Management And General	$223,313	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$6,698,716	TotalAmt
Program Services	$6,406,693	ProgramServicesAmt
Management And General	$292,023	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,309,622	TotalAmt
Program Services	$576,785	ProgramServicesAmt
Management And General	$631,975	ManagementAndGeneralAmt
Fundraising	$100,862	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,963,260	TotalAmt
Program Services	$4,484,012	ProgramServicesAmt
Management And General	$434,449	ManagementAndGeneralAmt
Fundraising	$44,799	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$790,104	TotalAmt
Program Services	$130,958	ProgramServicesAmt
Management And General	$659,146	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$3,266,527	TotalAmt
Program Services	$3,184,388	ProgramServicesAmt
Management And General	$82,139	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,281,863	TotalAmt
Program Services	$1,143,566	ProgramServicesAmt
Management And General	$82,568	ManagementAndGeneralAmt
Fundraising	$55,729	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	$3,207,335	TotalAmt
Program Services	$2,914,553	ProgramServicesAmt
Management And General	$246,299	ManagementAndGeneralAmt
Fundraising	$46,483	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$3,778,452	TotalAmt
Program Services	$3,319,408	ProgramServicesAmt
Management And General	$459,044	ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$8,053,527	TotalAmt
Program Services	$7,175,530	ProgramServicesAmt
Management And General	$877,997	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$559,456	TotalAmt
Program Services	$90,053	ProgramServicesAmt
Management And General	$469,403	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
MAINTENANCE AND REPAIR	$949,135	$351,950	$597,185
IMPROVEMENTS	$236,459	$228,053	$8,406
MEMBERSHIP & DUES	$227,482	$135,810	$87,514	$4,158
ALL OTHER EXPENSES	$1,154,536	$458,158	$694,716	$1,662

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$139,199,446	TotalAmt
Program Services	$123,407,010	ProgramServicesAmt
Management And General	$14,383,545	ManagementAndGeneralAmt
Fundraising	$1,408,891	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	$20,736,941	BOYAmt
EOY	$10,593,570	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$373,033	BOYAmt
EOY	$1,018,784	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,287,973	BOYAmt
EOY	$1,586,106	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	$5,158,192	BOYAmt
EOY	$5,301,968	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$46,759	BOYAmt
EOY	$56,762	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$3,078,143	BOYAmt
EOY	$3,630,478	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$227,047,417	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$97,618,050	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$124,634,356	BOYAmt
EOY	$129,429,367	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$41,673,514	BOYAmt
EOY	$54,261,018	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$13,536,958	BOYAmt
EOY	$14,668,201	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	$1,560,036	BOYAmt
EOY	$1,560,078	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$212,085,905	BOYAmt
EOY	$222,106,332	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$10,163,577	BOYAmt
EOY	$10,389,486	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	$3,664,317	BOYAmt
EOY	$3,722,693	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$86,048,733	BOYAmt
EOY	$83,973,028	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	$2,038,505	BOYAmt
EOY	$2,196,418	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$104,877,294	BOYAmt
EOY	$103,243,787	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$83,219,520	BOYAmt
EOY	$90,480,054	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,081,722	BOYAmt
EOY	$7,314,112	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$19,907,369	BOYAmt
EOY	$21,068,378	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$107,208,611	BOYAmt
EOY	$118,862,545	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$212,085,905	BOYAmt
EOY	$222,106,332	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$3,647,497	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$7,931,677	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$74,760	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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,227,443	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,916,758	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,742,587	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,554,648	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,519,033	CurrentTaxYearAmt
Total	$21,960,469	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

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

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

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

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,227,443	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,916,758	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,742,587	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,554,648	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,519,033	CurrentTaxYearAmt
Total	$21,960,469	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$1,581,268	SubstantialContributorsTotAmt
Public Support Total170	$20,379,201	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$716,797	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$762,858	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$531,081	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$527,069	CurrentTaxYearMinus1YearAmt
Current Tax Year	$758,212	CurrentTaxYearAmt
Total	$3,296,017	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

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

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$893,632	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,156,069	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,462,047	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,387,262	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,047,824	CurrentTaxYearAmt
Total	$5,946,834	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$31,203,320	TotalSupportAmt
Gross Receipts Rltd Activities	$616,434,855	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.65311	PublicSupportCY170Pct
Public Support PY170	0.00000	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

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	$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$33,266,562	BeginningYearBalanceAmt
Contributions	$835,715	ContributionsAmt
Investment Earnings Or Losses	$6,533,363	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,858,787	GrantsOrScholarshipsAmt
Other Expenditures	$58,195	OtherExpendituresAmt
Administrative Expenses	$142,496	AdministrativeExpensesAmt
End Year Balance	$38,576,162	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$30,918,830	BeginningYearBalanceAmt
Contributions	$626,660	ContributionsAmt
Investment Earnings Or Losses	$3,950,190	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,047,889	GrantsOrScholarshipsAmt
Other Expenditures	$54,829	OtherExpendituresAmt
Administrative Expenses	$126,400	AdministrativeExpensesAmt
End Year Balance	$33,266,562	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.50000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.40000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.10000	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	$192,271,601	OtherCostOrOtherBasisAmt
Depreciation	$73,676,259	DepreciationAmt
Book Value	$118,595,342	BookValueAmt

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovementsGrp

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$30,250,051	OtherCostOrOtherBasisAmt
Depreciation	$23,941,791	DepreciationAmt
Book Value	$6,308,260	BookValueAmt

Field	Value	IRS element (for citing)
Other Land Buildings		OtherLandBuildingsGrp
Total Book Value Land Buildings	$129,429,367	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (5 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
COLLECTIVE TRUST FUNDS	$339,841	F
HEDGE FUNDS	$8,720,785	F
INVESTMENTS HELD IN TRUST	$805,186	F
REAL ESTATE FUND	$4,786,254	F
SHORT TERM INVESTMENTS (STOCK)	$16,135	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$14,668,201	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
DEPOSITS AND DEFERRED REVENUE	$1,702,003
ASSETS HELD FOR OTHERS	$494,415

Field	Value	IRS element (for citing)
Total Liability	$2,196,418	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$150,630,067	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$7,931,677	NetUnrealizedGainsInvstAmt
Other Revenue	$74,760	OtherRevenueAmt
Revenue Not Reported	$8,006,437	RevenueNotReportedAmt
Revenue Subtotal	$142,623,630	RevenueSubtotalAmt
Investment Expenses Not Incld	$223,313	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$223,313	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$142,846,943	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$138,976,133	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$138,976,133	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$223,313	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$223,313	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$139,199,446	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, LINE 4	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. 50% 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 AVERAGE MARKET VALUE TO DETERMINE EACH ENDOWMENT'S DISTRIBUTABLE EARNINGS AND THE ACTUAL SPENDING RATE FOR FISCAL YEAR 201 WAS 4.716%.
PART XI, LINE 2D	CHANGE IN SPLIT INTEREST AGREEMENTS $(74,760) Plug (open item for client to update reconcilation
SCHEDULE D, PART X, LINE II	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.

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

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 3	FormAndLineReferenceDesc
Explanation	WESTERN NEW ENGLAND UNIVERSITY'S NONDISCRIMINATION POLICY IS SPECIFICALLY STATED IN THEIR BY-LAWS AND IS INCLUDED IN ALL PRINTED MATERIALS.	ExplanationTxt

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	Program Services	UNDERGRAD EDUCATION	$26,768
East Asia and the Pacific	Program Services	UNDERGRAD EDUCATION	$455,640
Europe (Including Iceland and Greenland)	Program Services	UNDERGRAD EDUCATION	$1,149,387
Middle East and North Africa	Program Services	UNDERGRAD EDUCATION	$40,814
North America	Program Services	UNDERGRAD EDUCATION	$39,656
Russia and the Newly Independent States	Program Services	UNDERGRAD EDUCATION	$3,549
South America	Program Services	UNDERGRAD EDUCATION	$108,906
Sub-Saharan Africa	Program Services	UNDERGRAD EDUCATION	$11,367
Central America and the Caribbean	Investments		$8,720,785

Field	Value	IRS element (for citing)
Subtotal Spent	$10,556,872	SubtotalSpentAmt
Total Spent	$10,556,872	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
INTERNAL SCHOLARSHIP	Central America and the Caribbean	1	$12,000	ACCT. CREDIT
INTERNAL SCHOLARSHIP	East Asia and the Pacific	3	$31,000	ACCT. CREDIT
INTERNAL SCHOLARSHIP	Europe (Including Iceland and Greenland)	21	$439,654	ACCT. CREDIT
INTERNAL SCHOLARSHIP	Middle East and North Africa	1	$16,510	ACCT. CREDIT
INTERNAL SCHOLARSHIP	North America	1	$1,500	ACCT. CREDIT
INTERNAL SCHOLARSHIP	South America	4	$33,000	ACCT. CREDIT

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	false	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	false	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 3

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, 2014, IN ACCORDANCE WITH US GAAP.

PART I, LINE 2

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.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Name Of Event1	ATHL-GOLF TOURN	NameOfEvent1Amt
Gross Receipts Event1	$63,555	GrossReceiptsEvent1Amt
Charitable Contri Event1	$47,550	CharitableContriEvent1Amt
Gross Revenue Event1	$16,005	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$2,193	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$14,035	RentFacilityCostsEvent1Amt
Other Direct Expenses Event1	$254	OtherDirectExpensesEvent1Amt
Name Of Event2	ALUM-GOLF TOURN	NameOfEvent2Amt
Gross Receipts Event2	$29,071	GrossReceiptsEvent2Amt
Charitable Contri Event2	$13,110	CharitableContriEvent2Amt
Gross Revenue Event2	$15,961	GrossRevenueEvent2Amt
Non Cash Prizes Event2	$3,307	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$5,535	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$5,903	FoodAndBeverageEvent2Amt
Other Direct Expenses Event2	$1,093	OtherDirectExpensesEvent2Amt
Other Events Total	1	OtherEventsTotalCnt
Gross Receipts Other Events	$20,030	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$5,925	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$14,105	GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events	$2,280	NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$5,607	RentFcltyCostsOtherEventsAmt
Oth Direct Expnss Other Events	$2,360	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$112,656	GrossReceiptsTotalAmt
Charitable Contributions Tot	$66,585	CharitableContributionsTotAmt
Gross Revenue Total Events	$46,071	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$7,780	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$25,177	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$5,903	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$3,707	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$42,567	DirectExpenseSummaryEventsAmt
Net Income Summary	$3,504	NetIncomeSummaryAmt

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	2698	$37,321,762
COLLEGE WORK STUDY	992	$495,938
SEOG FEDERAL FINANCIAL AID	104	$244,709

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2	FormAndLineReferenceDesc
Explanation	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	$479,186	$0	$40,350	$0	$24,458	$0	$22,950	$0	$13,529	$0	$580,473	$0	$0	$0
DR JERRY HIRSCH
VP FOR ACADEMIC AFFAIRS	$241,036	$0	$0	$0	$6,180	$0	$19,593	$0	$12,776	$0	$279,585	$0	$0	$0
WILLIAM KELLEHER
VP FOR FINANCE AND ADMIN.	$225,214	$0	$0	$0	$1,290	$0	$20,717	$0	$12,699	$0	$259,920	$0	$0	$0
WILLIAM G BAKER
PROFESSOR OF LAW	$254,719	$0	$0	$0	$1,980	$0	$22,950	$0	$12,426	$0	$292,075	$0	$0	$0
ERIC J GOUVIN
DEAN, SCHOOL OF LAW	$235,170	$0	$0	$0	$690	$0	$21,612	$0	$12,654	$0	$270,126	$0	$0	$0
LEORA HARPAZ
PROFESSOR OF LAW	$110,239	$0	$225,518	$0	$1,294	$0	$10,330	$0	$8,141	$0	$355,522	$0	$0	$0
FREDERICK D ROYAL
ASSOC. DEAN LLM, PROF. OF LAW	$281,997	$0	$0	$0	$3,810	$0	$22,950	$0	$12,568	$0	$321,325	$0	$0	$0
LEH-SHENG TANG
PROFESSOR OF COMPUTER SCIENCE	$73,709	$0	$201,176	$0	$1,055	$0	$7,775	$0	$3,267	$0	$286,982	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

BENEFITS

SCHEDULE J, PART I, LINES 1A AND 1B THROUGH HIS EMPLOYMENT CONTRACT, THE PRESIDENT RECEIVES A HOUSING ALLOWANCE AND IS REIMBURSED FOR SNOW REMOVAL AND LAWN CARE. 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 ADDED TO HIS COMPENSATION AND TAXED ACCORDINGLY. 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.

NONE-FIXED PAYMENTS

SCHEDULE J, PART I, QUESTION 7 LEORA HARPAZ AND LEH-SHENG TANG RECEIVED PAYMENTS OF $225,518 AND 201,176 RESPECTIVELY. 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 HAS THE RIGHT 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 $225,518. ANTHONY S. CAPRIO RECEIVED A BONUS OF $47,350 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	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
MDFA - SERIES 2005A
A	043431814	57583RDQ5	2005-10-19	$39,232,453	REFUND ISSUES 7/8/98 AND 12/13/00	false	false	false
MDFA - SERIES 2008
B	043431814		2008-05-29	$5,000,000	CONSTRUCTION - LAW SCHOOL ADDITION	false	false	false
MDFA - SERIES 2009C
C	043431814		2009-11-09	$43,000,000	CONSTRUCTION - NEW ACADEMIC BUILDI	false	false	false
MDFA - SERIES 2011D
D	043431814		2011-12-20	$8,380,000	CONTRUCTION - EXISTING ACADEMIC BU	false	false	false

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	$3,600,000	$0	$39,232,453	$0	$0	$0	$606,635	$831,926	$0	$0	$37,793,892	$0	2002	Yes (true)	false	Yes (true)	Yes (true)
B	$1,112,860	$0	$5,000,000	$0	$0	$0	$74,319	$0	$0	$4,925,681	$0	$0	2008	false	false	Yes (true)	Yes (true)
C	$6,368,673	$0	$43,000,000	$0	$0	$0	$230,000	$0	$0	$42,770,000	$0	$0	2011	false	false	Yes (true)	Yes (true)
D	$245,797	$0	$8,380,000	$0	$0	$0	$145,000	$0	$0	$8,235,000	$0	$0	2012	false	false	Yes (true)	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	Any Research AgreementsAnyResearchAgreementsInd	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	false	false	false	false	false	false	false
B	false	false	false	false	false	false	false	false
C	false	false	false	false	false	false	false	false
D	false	false	false	false	false	false	false	false

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/BusinessNameLine1	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
A	false	false	false	Yes (true)	false	false	false	0	false	false
0
B	false	false	Yes (true)	false	Yes (true)	false	false	0	false	false
0
C	false	false	false	Yes (true)	false	false	false	0	false	false
0
D	false	false	false	Yes (true)	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 9	WESTERN NEW ENGLAD UNIVERSITY HAS NOT 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 1.45-2; HOWEVER, THE UNIVERSITY DOES MONITOR THE PROCEDURES WITHOUT THE WRITTEN POLICY.
PART IV, QUESTION 2C	THE REBATE COMPUTATIONS WERE PERFORMED AS FOLLOWS: MDFA SERIES 2005A - AS OF 10/19/2013 MDFA SERIES 2009C - AS OF 11/9/2013 MDFA SERIES 2011D - AS OF 12/20/2013 PART IV, QUESTION 2B 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 V	WESTERN NEW ENGLAND UNIVERSITY DID NOT ESTABLISH WRITTEN PROCEDURES 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 APPLICABLE REGULATIONS; HOWEVER, THE UNIVERSITY DOES COMPLY WITH THE REQUIREMENTS EVEN THOUGH THE PROCEDURES WERE NOT WRITTEN.
SCHEDULE K, PART II, LINE II	OF THE PROCEEDS RECEIVED FROM SERIES A BONDS ON OCTOBER 19, 2005, $37,793,892 IS AN ADVANCE REFUNDING.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
Y BOGLE
SPOUSE OF TRUSTEE	$76,568	EMPLOYMENT	false
J MCMULLEN
CHILD OF TRUSTEE	$33,808	EMPLOYMENT	false

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	14	ContributionCnt
Noncash Contributions Rpt F990	$8,549	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	21	ContributionCnt
Noncash Contributions Rpt F990	$306,030	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 (4 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	EQUIPMENT	1	$500	ESTIMATED VALUE
Yes (X)	MUSIC/CD'S	10000	$2,500	ESTIMATED VALUE
Yes (X)	GRILL AND MOWER	2	$449	ACTUAL INVOICE
Yes (X)	FOOD ALUMNI RECEPTION	0	$2,073	ACTUAL INVOICE

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
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 (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 1	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	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	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	THE IRS FORM 990 IS AVAILABLE UPON REQUEST FORM 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
FORM 990 PART XI, LINE 5	OTHER CHANGES IN NET ASSETS OR FUND BALANCE CHANGE IN VALUE OF SPLIT INVESTMENTS 74,760 ----------- TOTAL OTHER CHANGES IN NET ASSETS 74,760

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)	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1215 WILBRAHAM ROAD	AddressLine1
City	SPRINGFIELD	City
State	MA	State
ZIP Code	011192684	ZIPCode

Field	Value	IRS element (for citing)
Primary Activities	CHARITABLE TR	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1

Field	Value	IRS element (for citing)
Entity Type	TRUST	EntityTypeTxt

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
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	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd