2015-05-13T06:03:40-05:00 2014-06-30 KPMG LLP 60 South Street Boston MA 02111 990 2013-07-01 042133255 SUFFOLK UNIVERSITY % DANIELLE MANNING SUFF 6175738630 8 ASHBURTON PLACE Suite BOSTON MA 021082770 DANIELLE MANNING SENIOR VP/TREASURER 6175738400 2015-05-11 true TARA D'AGOSTINO P01245482 6175738400 2013 2016-04-25 22:37:26Z DANIELLE MANNING 8 ASHBURTON PLACE BOSTON MA 021082770 379961168 false X WWW.SUFFOLK.EDU X 1906 MA SUFFOLK UNIVERSITY IS A TALENT CATALYST THAT RECOGNIZES AND DEVELOPS STUDENT POTENTIAL. *CONTINUED ON SCHEDULE O* 32 31 3982 250 84412 6792317 7655271 302481070 296250166 5383912 15944113 2236353 2495141 316893652 322344691 77486660 75435234 0 0 128919972 128154067 10120 51503 1821314 93456378 92620032 299873130 296260836 17020522 26083855 653032294 689843308 396046872 397494606 256985422 292348702 X SUFFOLK UNIVERSITY IS A TALENT CATALYST THAT RECOGNIZES AND DEVELOPS STUDENT POTENTIAL. *CONTINUED ON SCHEDULE O* false false 119554975 44196931 155207302 THE COLLEGE OF ARTS AND SCIENCES PREPARES STUDENTS OF ALL AGES AND BACKGROUNDS TO LIVE MORE FULFILLING LIVES, TO APPRECIATE AND CONTRIBUTE TO THE COMMUNITIES OF WHICH THEY ARE MEMBERS AND TO REACH THEIR ETHICAL, PERSONAL, INTELLECTUAL AND FINANCIAL GOALS. TO HELP ITS STUDENTS MAXIMIZE THEIR POTENTIAL, THE COLLEGE EMPHASIZES CRITICAL AND ANALYTICAL THINKING THROUGH A RIGOROUS "SUCCESS SKILLS" UNDERGRADUATE CORE PROGRAM IN WRITTEN AND ORAL COMMUNICATION, COMPUTING, ANALYZING AND INTEGRATING. *CONTINUED ON SCHEDULE O* 60798639 18662914 75547091 THE SAWYER BUSINESS SCHOOL (SBS) CREATES A LEARNING ENVIRONMENT THAT ENABLES STUDENTS TO EMERGE AS SUCCESSFUL LEADERS IN THE PRACTICE OF GLOBAL BUSINESS AND PUBLIC SERVICES. THE SBS VALUES EXCELLENCE IN EDUCATION AND RESEARCH, AND WORKS WITH ITS STUDENTS, ALUMNI, AND BUSINESS PARTNERS TO ACHIEVE THEIR GOALS. THE PROGRAMS ARE BUILT ON THE CORE VALUES OF PROMOTING OPPORTUNITY, EXCELLENCE, QUALITY TEACHING, INCLUSION AND COLLABORATION, AND EXCEPTIONAL SERVICE. APPROXIMATELY 3,700 STUDENTS WERE SERVED THIS YEAR. 59298640 12575389 65495773 THE LAW SCHOOL IS DEDICATED TO WELCOMING STUDENTS FROM ALL BACKGROUNDS AND CIRCUMSTANCES AND EDUCATING THEM TO BECOME HIGHLY SKILLED AND ETHICAL LAWYERS WHO ARE WELL-PREPARED TO SERVE IN THEIR LOCAL COMMUNITIES, ACROSS THE NATION, AND AROUND THE WORLD. THE LAW SCHOOL SEEKS TO DEVELOP IN ITS STUDENTS THE SKILLS NECESSARY TO SERVE THE PROFESSION'S CHANGING NEEDS IN AN INCREASINGLY DIVERSE, GLOBAL AND TECHNOLOGICALLY-DEPENDENT SOCIETY. *CONTINUED ON SCHEDULE O* 239652254 true true false true false false true false true true false false true true true false true true true true false true true false false false true true true true false false false false false true true false true true true false false false false true true true false false true 473 0 true 3982 true true true true SP false false false false false false false false X 32 31 true false false false false false false true true false false true true true true true true true true false MA X X DANIELLE MANNING 6175738400 8 ASHBURTON PLACE BOSTON MA 021082770 X ROGER BERKOWITZ TRUSTEE 1.0 0.0 X 0 0 0 JOHN A BRENNAN JR ESQ TRUSTEE 1.0 0.0 X 0 0 0 JOHN L BROOKS III TRUSTEE 1.0 0.0 X 0 0 0 IRWIN CHAFETZ TRUSTEE 1.0 0.0 X 0 0 0 JEANETTE G CLOUGH TRUSTEE 1.0 0.0 X 0 0 0 DANIEL F CONLEY ESQ TRUSTEE 1.0 0.0 X 0 0 0 LEO J CORCORAN ESQ TRUSTEE 1.0 0.0 X 0 0 0 KAREN B DESALVO MD TRUSTEE 1.0 0.0 X 0 0 0 GERARD F DOHERTY ESQ TRUSTEE 1.0 0.0 X 0 0 0 DENNIS M DUGGAN JR ESQ TRUSTEE 1.0 0.0 X 0 0 0 JOHN FERNANDEZ TRUSTEE 1.0 0.0 X 0 0 0 FRANCIS X FLANNERY TRUSTEE 1.0 0.0 X 0 0 0 JILL S GABBE TRUSTEE 1.0 0.0 X 0 0 0 RUSSELL A GAUDREAU JR ESQ TRUSTEE 1.0 0.0 X 0 0 0 DAVID HOBERMAN TRUSTEE 1.0 0.0 X 0 0 0 WILLIAM T HOGAN III ESQ TRUSTEE 1.0 0.0 X 0 0 0 J ROBERT JOHNSON TRUSTEE 1.0 0.0 X 0 0 0 JULIE KAHN ESQ TRUSTEE 1.0 0.0 X 0 0 0 HAL J LEIBOWITZ ESQ TRUSTEE 1.0 0.0 X 0 0 0 DEBORAH F MARSON ESQ TRUSTEE 1.0 0.0 X 0 0 0 JESSICA A MASSEY ESQ TRUSTEE 1.0 0.0 X 0 0 0 JOHN MCDONNELL TRUSTEE 1.0 0.0 X 0 0 0 ANDREW C MEYER JR ESQ CHAIRMAN OF THE BOARD 10.0 0.0 X 0 0 0 JAMES T MORRIS ESQ TRUSTEE 1.0 0.0 X 0 0 0 JENNIFER A NASSOUR ESQ TRUSTEE 1.0 0.0 X 0 0 0 BRIAN T O'NEILL ESQ TRUSTEE 1.0 0.0 X 0 0 0 CAROL SAWYER PARKS TRUSTEE 1.0 0.0 X 0 0 0 E MACEY RUSSELL ESQ TRUSTEE 1.0 0.0 X 0 0 0 ROBERT K SHERIDAN ESQ TRUSTEE 1.0 0.0 X 0 0 0 MARSHALL M SLOANE TRUSTEE 1.0 0.0 X 0 0 0 DAVID SOUTHWORTH TRUSTEE 1.0 0.0 X 0 0 0 MARK SULLIVAN ESQ TRUSTEE 1.0 0.0 X 0 0 0 TARA L TAYLOR TRUSTEE 1.0 0.0 X 0 0 0 DOREEN I VIGUE TRUSTEE 1.0 0.0 X 0 0 0 DAMIAN WILMOT ESQ TRUSTEE 1.0 0.0 X 0 0 0 JAMES MCCARTHY PRESIDENT 50.0 0.0 X 500237 0 48373 DANIELLE MANNING SENIOR VP/TREASURER 50.0 0.0 X 297651 0 44979 JOHN NUCCI VP-GOV'T & COMMUNITY AFFAIRS 50.0 0.0 X 296185 0 22462 STEPHEN MORIN SENIOR VP - ADVANCEMENT 50.0 0.0 X 273198 0 43201 WALTER CAFFEY VP-ENROLLMENT MANAGEMENT 50.0 0.0 X 174162 0 36316 GREGOR GATLIN VP-MARKETING AND COMMUNICATION 50.0 0.0 X 163630 0 42406 CAMILLE NELSON DEAN 50.0 0.0 X 374296 0 55431 KENNETH GREENBERG DEAN 50.0 0.0 X 314631 0 44041 WILLIAM O'NEILL DEAN 50.0 0.0 X 302009 0 45096 SHEILA O'LEARY DEPUTY GENERAL COUNSEL 50.0 0.0 X 198078 0 38476 GORDON KING SENIOR DIRECTOR 50.0 0.0 X 186512 0 40583 MICHAEL BEHNAM ASSOCIATE DEAN 50.0 0.0 X 251348 0 45987 BERNARD KEENAN INTERIM PROVOST 50.0 0.0 X 249133 0 51011 JANICE GRIFFITH PROFESSOR 50.0 0.0 X 242655 0 31196 SEBASTIAN ROYO VICE PROVOST 50.0 0.0 X 232431 0 51916 ALASDAIR ROBERTS PROFESSOR 50.0 0.0 X 225369 0 48071 NANCY STOLL FORMER VP/STUDENT AFFAIRS 50.0 0.0 X 179716 0 16004 DAVID J SARGENT PRESIDENT EMERITUS 0.0 0.0 X 107673 0 22146 4568914 0 727695 266 true true false SODEXO INC AFFILIATES PO BOX 360170 PITTSBURGH PA 15251 FOOD SERVICES 3774435 ABM JANITORIAL SERVICES 321 WEST 44TH ST SUITE 701 NEW YORK NY 10036 JANITORIAL SERVICES 3154887 NBBJ 1 BEACON ST SUITE 5200 BOSTON MA 02108 ARCHITECTURAL DESIGN 2215735 CENTER FOR INTERNATIONAL STUDIES 17 NEW SOUTH STREET NORTHAMPTON MA 01060 STUDY ABROAD SERVICE 490169 LEGGAT MCCALL PROPERTIES 10 POST OFFICE SQUARE BOSTON MA 02109 PROJ. MGMT SERVICES 416682 29 3475792 4179479 628195 7655271 TUITION AND FEES 611710 276280937 276280937 RESIDENCE HALLS AND DINING 721000 19969229 19969229 296250166 4431034 84412 4346622 122083 122083 0 1368504 0 1368504 0 1368504 1368504 68400463 0 57616477 10783986 0 11390996 11390996 0 0 0 0 0 BOOKSTORE COMMISSIONS 900099 450000 450000 OTHER SOURCES 900099 164356 164356 MISCELLANEOUS INCOME 900099 194513 194513 317768 317768 1126637 322344691 296250166 84412 18354842 88793 88793 73509581 73509581 1836860 1836860 0 3575851 1140347 2390504 45000 0 97592677 81055325 15376837 1160515 6631627 5794729 732452 104446 13242404 11588855 1568252 85297 7111508 5839002 1183727 88779 213200 213200 414713 414713 265186 265186 1518 1518 51503 51503 489729 489729 2025760 1985489 40271 4280796 3180979 1060326 39491 3807035 1354859 2330910 121266 5534646 2467592 3012818 54236 0 22102553 13972383 8130170 1365097 1217858 116729 30510 0 21227 11712 9515 17344286 10684080 6660206 0 10464888 6446371 4018517 1582079 1054719 527360 ACADEMIC SERVICES & SUPPORT 6257768 6257768 RESIDENCE HALL EXPENSES 4152554 4152554 LIBRARY EXPENSE 2226631 2226631 OTHER PUBLIC SERVICE 1745393 1745393 8324973 4025863 4299110 296260836 239652254 54787268 1821314 0 0 5017116 2723484 2023729 1740919 3019568 2261257 977650 977650 0 0 0 0 0 0 6068495 6806065 478965413 139855305 319770169 339110108 211751151 243797301 8965256 8600062 12743299 11751901 0 0 82695861 72074561 653032294 689843308 26998429 30810087 0 0 8582690 8319721 355278323 353433139 0 0 0 0 200000 0 0 0 4987430 4931659 396046872 397494606 X 222124478 251137322 5235272 10708660 29625672 30502720 256985422 292348702 653032294 689843308 X 26083855 9840856 -561431 X false true X true true true X 8083078 7522177 10321499 6792317 7655271 40374342 0 0 8083078 7522177 10321499 6792317 7655271 40374342 0 40374342 3983907 4385335 4659940 5257833 5837209 24124224 0 1306917 1299724 1146830 979394 1126637 5859502 70358068 1462049645 0.57384 0.55091 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 1518 1518 false MEMBERSHIP PART II-B, LINE I SUFFOLK UNIVERSITY PAYS MEMBERSHIP DUES TO VARIOUS EDUCATIONAL ASSOCIATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES ON BEHALF OF THEIR MEMBERS. MEMBERSHIP FEES TO THESE ORGANIZATIONS ALLOCABLE TO LOBBYING ACTIVITIES AMOUNTED TO $1,518. X X X X false 164687874 10189808 25023653 617667 4382933 360625 194540110 128800296 24225041 15392921 754281 2620719 355384 164687874 128044033 2382314 1785788 616107 2478674 317058 128800296 99157137 551906 29108082 474864 298228 128044033 78859081 9791566 11113941 381430 226021 99157137 0.80090 0.15190 0.04720 true false 46822448 46822448 310286287 79233482 231052805 33018604 13656023 19362581 59490602 46965800 12524802 29347472 29347472 339110108 DEPOSITS WITH BOND TRUSTEES 72074561 72074561 0 REFUNDABLE US GOVERNMENT GRANT 4931659 4931659 X 331824922 9840856 9840856 321984066 360625 360625 322344691 296461642 561431 561431 295900211 360625 360625 296260836 DESCRIPTION OF ORGANIZATION'S COLLECTIONS PART III, LINE 4 THE UNIVERSITY'S COLLECTIONS CONSIST OF WORKS OF ART, ARTIFACTS, RARE BOOKS, HISTORICAL DOCUMENTS, AND OTHER SIMILAR MATERIALS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED REGULARLY. AN EXAMPLE OF A COLLECTION HELD BY THE UNIVERSITY IS THE JOHN JOSEPH MOAKLEY ARCHIVE AND INSTITUTE. THE JOHN JOSEPH MOAKLEY ARCHIVE AND INSTITUTE AT SUFFOLK UNIVERSITY WAS ESTABLISHED BY SUFFOLK UNIVERSITY IN 2001 UPON CONGRESSMAN MOAKLEY'S GIFT OF HIS PAPERS. THE INSTITUTE IS DEDICATED TO THE PRESERVATION, STUDY, INTERPRETATION AND CELEBRATION OF CONGRESSMAN MOAKLEY'S LEGACY OF SERVICE AND POLITICAL AND PUBLIC POLICY LEADERSHIP THROUGH PROGRAMMING AND PROMOTION OF JOE MOAKLEY'S CONGRESSIONAL PAPERS. EXHIBIT PROGRAM: THE MOAKLEY INSTITUTE CURATES AND PRESENTS TWO TYPES OF EXHIBITS ON THE LIFE AND LEGACY OF CONGRESSMAN JOE MOAKLEY: GALLERY EXHIBITS AND TRAVELING EXHIBITS. CONGRESSMAN MOAKLEY PAPERS: THE CONGRESSMAN MOAKLEY PAPERS CONSIST OF 522 BOXES OF MATERIALS THAT DOCUMENT THE CONGRESSMAN'S EARLY LIFE, HIS WORLD WAR II SERVICE, HIS TERMS IN THE MASSACHUSETTS HOUSE OF REPRESENTATIVES AND SENATE, AND HIS SERVICE IN THE U.S. CONGRESS. PRIMARILY, THE COLLECTION COVERS MOAKLEY'S CONGRESSIONAL CAREER FROM 1973 TO 2001 INCLUDING DOCUMENTS RELATED TO HIS LEGISLATIVE AND POLICY CAMPAIGNS CENTERED ON HUMAN RIGHTS, THE MOAKLEY COMMISSION IN EL SALVADOR, FIRE-SAFE CIGARETTES, AND HIS PROMOTION OF DISTRICT PROJECTS SUCH AS THE BOSTON HARBOR ISLANDS, THE BIG DIG AND PRESERVATION OF HISTORIC SITES. ENDOWMENT FUNDS PART V, LINE 4 SUFFOLK UNIVERSITY'S ENDOWMENT CONSISTS OF BOTH DONOR RESTRICTED FUNDS (PART V, LINE 1D) AND BOARD RESTRICTED FUNDS (PART V, LINE 1E). THE UNIVERSITY'S DONOR RESTRICTED ENDOWED FUNDS CONSIST OF APPROXIMATELY 240 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. A MAJORITY OF THE FUNDS PROVIDE SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO UNDERGRADUATE, GRADUATE AND LAW SCHOOL STUDENTS. THE UNIVERSITY'S BOARD RESTRICTED FUNDS ARE USED FOR A VARIETY OF PURPOSES, WHICH INCLUDE, BUT ARE NOT LIMITED TO, SCHOLARSHIPS AND FINANCIAL ASSISTANCE FOR STUDENTS, SUPPORT FOR FELLOWSHIPS, THE CREATION AND FUNDING OF DEPARTMENT CHAIRS, SUPPORT FOR VARIOUS UNIVERSITY CENTERS, AND SUPPORT FOR THE UNIVERSITY'S TEACHING AND RESEARCH ACTIVITIES. THE UNIVERSITY'S SPENDING POLICY IS DESIGNED TO PROVIDE THE UNIVERSITY A STABLE LEVEL OF FINANCIAL SUPPORT AND TO PRESERVE THE ENDOWMENT'S REAL VALUE. FIN 48 (ASC 740) FOOTNOTE PART X, LINE 2 THE UNIVERSITY GENERALLY DOES NOT PROVIDE FOR INCOME TAXES SINCE IT IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ASC 740, INCOME TAXES, PERMITS AN ENTITY TO RECOGNIZE THE BENEFIT AND REQUIRES ACCRUAL OF AN UNCERTAIN TAX POSITION ONLY WHEN THE POSITION IS "MORE-LIKELY THAN-NOT" TO BE SUSTAINED IN THE EVENT OF AN EXAMINATION BY TAX AUTHORITIES. IN EVALUATING WHETHER A TAX POSITION HAS MET THE RECOGNITION THRESHOLD, THE UNIVERSITY MUST PRESUME THAT POSITION WILL BE EXAMINED BY THE APPROPRIATE TAXING AUTHORITY THAT HAS FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. ASC 740 ALSO PROVIDES GUIDANCE ON THE RECOGNITION, MEASUREMENT, AND CLASSIFICATION OF INCOME TAX UNCERTAINTIES, ALONG WITH ANY RELATED INTEREST OR PENALTIES. TAX POSITIONS DEEMED TO MEET THE "MORE-LIKELY THAN-NOT" THRESHOLD ARE RECORDED AS A TAX EXPENSE IN THE CURRENT YEAR. THE UNIVERSITY BELIEVES IT HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS. OTHER EXPENSE INCLUDED IN FINANCIAL STATEMENTS NOT INCLUDED ON RETURN: PART XII, LINE 2D POSTRETIREMENT OBLIGATION $ 561,431 true true true true true true true false false false false false false false false true false true RACIALLY NONDISCRIMINATORY POLICY PART I, QUESTION 3 SUFFOLK UNIVERSITY DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN, RELIGION, SEX, AGE, DISABILITY, SEXUAL ORIENTATION, GENDER IDENTITY, GENDER EXPRESSION, GENETIC INFORMATION, VIETNAM-ERA OR DISABLED-VETERAN STATUS IN ITS EMPLOYMENT, ADMISSION POLICIES, OR IN THE ADMINISTRATION OR OPERATION OF, OR ACCESS TO ITS ACADEMIC AND NON-ACADEMIC PROGRAMS AND POLICIES. IT DOES NOT DISCRIMINATE ON THE BASIS OF DISABILITY IN VIOLATION OF SECTION 504 OF THE REHABILITATION ACT OF 1973. THE UNIVERSITY PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY ON THE UNIVERSITY'S WEBSITE, APPLICATIONS FOR EMPLOYMENT, AND STUDENT, EMPLOYEE AND FACULTY HANDBOOKS. FINANCIAL AID OR ASSISTANCE FROM GOVERNMENTAL AGENCY LINE 6A THE UNIVERSITY RECEIVES AID FOR STUDENTS FROM SUCH FEDERAL PROGRAMS AS PELL, SEOG, FEDERAL WORK STUDY, PERKINS, DIRECT LOANS, ETC. THE UNIVERSITY IS ALSO THE RECIPIENT OF SEVERAL FEDERAL AND STATE GRANTS FROM AGENCIES SUCH AS THE U.S. DEPARTMENT OF JUSTICE PROGRAMS, NATIONAL SCIENCE FOUNDATION AND THE U.S. DEPARTMENT OF EDUCATION, AMONG OTHERS. true Europe (Including Iceland and Greenland) 1 37 Program Services EDUCATION 4260270 Central America and the Caribbean Send agents to seminar 5956 Central America and the Caribbean Program Services EDUCATION & OTHER 97895 Central America and the Caribbean Program Services RECRUITING 2788 East Asia and the Pacific Send agents to seminar 16097 East Asia and the Pacific Program Services EDUCATION & OTHER 33396 East Asia and the Pacific Program Services RECRUITING 33844 Europe (Including Iceland and Greenland) Send agents to seminar 47190 Europe (Including Iceland and Greenland) Program Services EDUCATION & OTHER 730819 Europe (Including Iceland and Greenland) Program Services RECRUITING 44623 Middle East and North Africa Send agents to seminar 2742 Middle East and North Africa Program Services EDUCATION & OTHER 8728 Middle East and North Africa Program Services RECRUITING 1325 North America Send agents to seminar 20385 North America Program Services EDUCATION & OTHER 2603 North America Program Services RECRUITING 4318 Russia and the Newly Independent States Send agents to seminar 548 South America Program Services RECRUITING 21358 South Asia Program Services EDUCATION & OTHER 672 South Asia Program Services RECRUITING 6064 Europe (Including Iceland and Greenland) Grantmaking 1525425 Central America and the Caribbean Grantmaking 21200 East Asia and the Pacific Grantmaking 290235 1 37 1 37 5313527 1864954 7178481 FOREIGN GRANTS PAID - EUROPE Europe (Including Iceland and Greenland) 150 1525425 FOREIGN GRANTS PAID - CENTRAL AMERICA Central America and the Caribbean 3 21200 FOREIGN GRANTS PAID - EAST ASIA/PACIFIC East Asia and the Pacific 31 290235 true false true true false true MONITOR THE USE OF GRANT FUNDS OUTSIDE THE U.S. PART I, LINE 2 ALL GRANTS AWARDED ARE BASED ON NEED AND/OR MERIT AND CONFORM TO FEDERAL, STATE AND INSTITUTIONAL REGULATIONS. ELIGIBILITY IS BASED ON A THOROUGH REVIEW AND VERIFICATION OF A FAMILY'S INCOME, ASSETS, SIZE AND NUMBER OF DEPENDENTS ENROLLED IN COLLEGE. ANNUAL EXPENDITURE REPORTS ARE SUBMITTED TO THE FEDERAL AND STATE GOVERNMENTS FOR REVIEW. THE FUND EXPENDITURES ARE REVIEWED FOR COMPLIANCE IN AN ANNUAL AUDIT CONDUCTED BY AN INDEPENDENT ACCOUNTING FIRM. EXPENDITURES PART I, LINE 3, COLUMN (F) EXPENDITURES IN COLUMN (F) ARE BASED ON THE ACCRUAL METHOD OF ACCOUNTING. X X X X X X true RUFFALOCODY LLC 1025 KIRKWOOD PARKWAY SW CEDAR RAPIDS IA 52404 ANNUAL FUND SERVICES false 46176 51503 -5327 46176 51503 -5327 MA PROFESSIONAL FUNDRAISER PART I, LINE 2B RUFFALOCODY, LLC DID NOT HAVE CUSTODY OR CONTROL OF CONTRIBUTIONS MADE TO SUFFOLK UNIVERSITY. THE TOTAL AMOUNT PAID TO RUFFALOCODY, LLC OF $51,503 WAS FOR PERFORMANCE OF SERVICES OVER THE COURSE OF THE ENTIRE FISCAL YEAR. COLLECTION EFFORTS ARE STILL ONGOING AND THE UNIVERSITY ANTICIPATES DONATIONS AND PLEDGES TO BE SECURED AND FULFILLED. true BOSTON REDEVELOPMENT AUTHORITY 1 CITY HALL BOSTON MA 02201 046006386 CITY OF BOSTON 30000 GENERAL SUPPORT CAMBRIDGE STREET COMMUNITY DEVELOPMENT CORP 74 JOY STREET BOSTON MA 02114 222496921 501(C)(3) 10000 GENERAL SUPPORT WA CTR FOR INTERNSHIPS & ACADEMIC SEMINARS 1333 16TH ST NW WASHINGTON DC 20036 521019820 501(C)(3) 6750 GENERAL SUPPORT 3 FINANCIAL AID - UNIVERSITY, FEDERAL AND STATE 5182 73509581 MONITOR THE USE OF GRANT FUNDS IN THE U.S. PART I, LINE 2 ALL GRANTS AWARDED ARE BASED ON NEED AND/OR MERIT AND CONFORM TO FEDERAL, STATE AND INSTITUTIONAL REGULATIONS. ELIGIBILITY IS BASED ON A THOROUGH REVIEW AND VERIFICATION OF A FAMILY'S INCOME, ASSETS, SIZE AND NUMBER OF DEPENDENTS ENROLLED IN COLLEGE. ANNUAL EXPENDITURE REPORTS ARE SUBMITTED TO THE FEDERAL AND STATE GOVERNMENTS FOR REVIEW. THE FUND EXPENDITURES ARE REVIEWED FOR COMPLIANCE IN AN ANNUAL AUDIT CONDUCTED BY AN INDEPENDENT ACCOUNTING FIRM. THE UNIVERSITY PROVIDED FINANCIAL SUPPORT TO BOSTON REDEVELOPMENT AUTHORITY, AS PART OF THE CITY OF BOSTON, WHICH ASSISTS THE ORGANIZATION TO DEVELOP DOWNTOWN BOSTON AND SURROUNDING NEIGHBORHOODS PURSUANT TO COOPERATIVE AGREEMENT. THE UNIVERSITY PROVIDED FINANCIAL SUPPORT TO CAMBRIDGE STREET DEVELOPMENT CORP, A 501(C)(3) ORGANIZATION WHICH ASSISTS THE ORGANIZATION TO DEVELOP THE CAMBRIDGE STREET AREA OF THE CITY OF BOSTON. THE UNIVERSITY PROVIDED FINANCIAL SUPPORT TO THE WASHINGTON CENTER FOR INTERNSHIPS AND ACADEMIC SEMINARS, A 501(C)(3) ORGANIZATION WHICH ASSISTS THE ORGANIZATION IN PROVIDING INTERNSHIP OPPORTUNITIES FOR SELECTED STUDENTS. X true true X X X X X X false false false false false false false false false JAMES MCCARTHY PRESIDENT 475531 0 0 0 24706 0 22950 0 25423 0 548610 0 0 0 DANIELLE MANNING SENIOR VP/TREASURER 279288 0 0 0 18363 0 22950 0 22029 0 342630 0 0 0 JOHN NUCCI VP-GOV'T & COMMUNITY AFFAIRS 249583 0 0 0 46602 0 22462 0 0 0 318647 0 0 0 STEPHEN MORIN SENIOR VP - ADVANCEMENT 267739 0 0 0 5459 0 22950 0 20251 0 316399 0 0 0 WALTER CAFFEY VP-ENROLLMENT MANAGEMENT 172764 0 0 0 1398 0 16065 0 20251 0 210478 0 0 0 GREGOR GATLIN VP-MARKETING AND COMMUNICATION 162280 0 0 0 1350 0 15345 0 27061 0 206036 0 0 0 CAMILLE NELSON DEAN 355836 0 0 0 18460 0 22950 0 32481 0 429727 0 0 0 KENNETH GREENBERG DEAN 304343 0 0 0 10288 0 22950 0 21091 0 358672 0 0 0 WILLIAM O'NEILL DEAN 291931 0 0 0 10078 0 22950 0 22146 0 347105 0 0 0 SHEILA O'LEARY DEPUTY GENERAL COUNSEL 196764 0 0 0 1314 0 18225 0 20251 0 236554 0 0 0 GORDON KING SENIOR DIRECTOR 186116 0 0 0 396 0 17563 0 23020 0 227095 0 0 0 MICHAEL BEHNAM ASSOCIATE DEAN 249941 0 0 0 1407 0 23236 0 22751 0 297335 0 0 0 BERNARD KEENAN INTERIM PROVOST 247924 0 0 0 1209 0 22950 0 28061 0 300144 0 0 0 JANICE GRIFFITH PROFESSOR 242655 0 0 0 0 0 22155 0 9041 0 273851 0 0 0 SEBASTIAN ROYO VICE PROVOST 232341 0 0 0 90 0 21915 0 30001 0 284347 0 0 0 ALASDAIR ROBERTS PROFESSOR 225231 0 0 0 138 0 21010 0 27061 0 273440 0 0 0 NANCY STOLL FORMER VP/STUDENT AFFAIRS 177820 0 0 0 1896 0 16004 0 0 0 195720 0 0 0 DAVID J SARGENT PRESIDENT EMERITUS 0 0 0 0 107673 0 0 0 22146 0 129819 0 0 0 SOCIAL CLUB DUES PART I, LINE 1 SOCIAL CLUB DUES WERE PAID BY THE UNIVERSITY ON BEHALF OF THE VP OF GOVERNMENT & COMMUNITY AFFAIRS DURING CALENDAR YEAR 2013. THE DUES ARE NOT INCLUDED IN THE EMPLOYEE'S TAXABLE WAGES AS THE SOCIAL CLUB IS USED TO CONDUCT UNIVERSITY BUSINESS. COMPENSATION PART II THE COMPENSATION DISCLOSED FOR NANCY STOLL, FORMER VP OF STUDENT AFFAIRS, IS FOR WAGES EARNED IN HER CURRENT NON-OFFICER POSITION. A MA HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 042456011 57586EMVO 2009-11-18 18712831 REFUND SERIES 2005/96 false false false B MA HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 042456011 57586EMVO 2009-11-18 46079870 REFUND SERIES 2005/97 false false false C MA HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 042456011 57586EMVO 2009-11-18 13422123 REFUND SERIES 2005/99 false false false D MA HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 042456011 57586EMVO 2009-11-18 22228016 REFUND SERIES 2005NM false false false A 586803 0 18712831 1148891 0 16597993 207262 0 1820791 0 0 0 1996 true false true true B 1444988 0 46079870 3160911 0 40985935 503395 0 4585379 0 0 0 1999 true false true true C 420895 0 13422123 837924 0 11841964 147826 0 1434299 0 0 0 1999 true false true true D 697034 0 22228016 1238678 0 21880780 245569 0 0 0 0 0 2005 true false true true A false true true true false 0.00000 0.00000 0.00000 false false 0.00000 false true B false true true true false 0.00000 0.00000 0.00000 false false 0.00000 false true C false true true true false 0.00000 0.00000 0.00000 false false 0.00000 false true D false true true true false 0.01870 0.00000 0.01870 false false 0.00000 false true A false true false false false false 0 false 0 false true B false true false false false false 0 false 0 false true C false true false false false false 0 false 0 false true D false true false false false false 0 false 0 false true A true B true C true D true SCHEDULE K, PART II TOTAL PROCEEDS, LINE 3 LESS THE SUM OF LINES 4-12 FOR THE TAX EXEMPT BOND ISSUES A-D OF PAGE 1, ISSUE D OF PAGE 2, AND ISSUES A-C OF PAGE 3 NET TO A NEGATIVE NUMBER. THESE DIFFERENCES ARE AS A RESULT OF TRANSFERS FROM PRIOR BOND FUND ESCROW ACCOUNTS AS WELL AS EQUITY CONTRIBUTIONS FROM THE UNIVERSITY TO REPAY BOND ISSUE EXPENSES. THESE AMOUNTS WERE DISCLOSED ON SERIES 2009 FORM 8038 - INFORMATION RETURN FOR TAX-EXEMPT PRIVATE ACTIVITY BOND ISSUES. SCHEDULE K, PART II, ISSUE D OF PAGE 3 THE DIFFERENCE BETWEEN TOTAL PROCEEDS IN PART III, LINE 3 AND TOTAL PROCEEDS OF THE BOND ISSUE IS INVESTMENT EARNINGS OF $443,293. A MA HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 042456011 57586EMVO 2009-11-18 28789061 REFUND SERIES 2007A/NM false false false B MA HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 042456011 57586EMVO 2009-11-18 19812298 REFUND SERIES 2007A/02NM false false false C MA HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 042456011 57586EMVO 2009-11-18 10329888 REFUND SERIES 2007A/02R false false false D MA HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 042456011 57586EMVO 2009-11-18 28506989 REFUND SERIES 2007B/NM false false false A 902777 0 28789061 627684 0 27848003 313375 0 0 0 0 0 2008 true false true true B 621281 0 19812298 431808 0 19163407 217083 0 0 0 0 0 2003 true false true true C 323928 0 10329888 225016 0 9991307 113565 0 0 0 0 0 1992 true false true true D 893932 0 28506989 621700 0 27864648 312973 0 0 0 0 0 2008 true false true true A false true true true false 0.00000 0.00000 0.00000 false false 0.00000 false true B false true true true false 0.00000 0.00000 0.00000 false false 0.00000 false true C false true true true false 0.00000 0.00000 0.00000 false false 0.00000 false true D false true true true false 0.01870 0.00000 0.01870 false false 0.00000 false true A false true false false false false 0 false 0 false true B false true false false false false 0 false 0 false true C false true false false false false 0 false 0 false true D false true false false false false 0 false 0 false true A true B true C true D true A MA HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 042456011 57586EMVO 2009-11-18 19605233 REFUND SERIES 2007B/N02NM false false false B MA HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 042456011 57586EMVO 2009-11-18 10204103 REFUND SERIES 2007B/02R false false false C MA HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 042456011 57586EMVO 2009-11-18 55761609 REFUND SERIES 2008 false false false D MA DEVELOPMENT FINANCE AGENCY 043431814 57583R3C7 2010-10-14 65889765 DEMOLISH/RECONSTRUCT BLDG/IMPROVE false false false A 614787 0 19605233 427537 0 19163254 215487 0 0 0 0 0 2003 true false true true B 319984 0 10204103 222569 0 9972564 113593 0 0 0 0 0 1992 true false true true C 1748591 0 55761609 1208126 0 56220006 608543 0 0 0 0 0 2010 true false true true D 0 0 66333058 0 0 0 1147663 0 0 16594987 0 48590408 false false false true A false true true true false 0.00000 0.00000 0.00000 false false 0.00000 false true B false true true true false 0.00000 0.00000 0.00000 false false 0.00000 false true C false true true true false 0.00010 0.00000 0.00010 false false 0.00000 false true D false false false false 0.00000 0.00000 0.00000 false false 0.00000 false true A false true false false false false 0 false 0 false true B false true false false false false 0 false 0 false true C false true false false false false 0 false 0 false true D false true false false false false 0 false 0 false true A true B true C true D true CAMILLE NELSON EMPLOYEE MORTGAGE-RESIDENCE X 977650 977650 false true true 977650 NA N/A 22467 DISCOUNTED TUITION TUITION ASSISTANCE WILLIAM O'NEILL DEAN SBS BRIAN O'NEILL, TRUSTEE 348939 EMPLOYMENT COMPENSATION false ENTERCOM COMMUNICATIONS CORP JULIE KAHN, TRUSTEE 199700 ADVERTISING SERVICES false REGAN COMMUNICATIONS INC JULIE KAHN, TRUSTEE 294019 PUBLIC RELATIONS SERVICES false BUSINESS TRANSACTIONS WITH INTERESTED PERSONS DURING THE YEAR, SUFFOLK UNIVERSITY MADE EMPLOYMENT COMPENSATION PAYMENTS TO WILLIAM O'NEILL, A KEY EMPLOYEE. WILLIAM O'NEILL IS THE BROTHER OF BRIAN T. O'NEILL, TRUSTEE. DURING THE YEAR, SUFFOLK UNIVERSITY OBTAINED RADIO ADVERTISING FROM ENTERCOM COMMUNICATIONS CORP, IN WHICH JULIE KAHN, A TRUSTEE OF THE UNIVERSITY, HAD SERVED UNTIL FEBRUARY 2014 AS SENIOR VICE PRESIDENT AND GENERAL MANAGER. THE AMOUNT PAID TO ENTERCOM FOR SERVICES RENDERED WAS $199,700 FOR THE YEAR ENDED 6/30/14. ALL TRANSACTIONS WERE ENTERED INTO AT ARM'S LENGTH AND PAYMENT FOR SERVICES WAS AT FAIR MARKET VALUE. DURING THE YEAR, SUFFOLK UNIVERSITY OBTAINED PUBLIC RELATIONS FROM REGAN COMMUNICATIONS INC., IN WHICH JULIE KAHN, A TRUSTEE OF THE UNIVERSITY, JOINED AS EXECUTIVE VICE PRESIDENT IN FEBRUARY 2014. THE AMOUNT PAID TO REGAN COMMUNICATIONS FOR SERVICES RENDERED WAS $294,019 FOR THE YEAR ENDED 6/30/14. ALL TRANSACTIONS WERE ENTERED INTO AT ARM'S LENGTH AND PAYMENT FOR SERVICES WAS AT FAIR MARKET VALUE. X 18 303195 MEAN PRICE X 1 325000 APPRAISAL VALUE 1 false true false CONTRIBUTIONS PART I, COLUMN (B) THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. MISSION STATEMENT PART I AND PART III LINE 1 SUFFOLK UNIVERSITY IS A TALENT CATALYST THAT RECOGNIZES AND DEVELOPS STUDENT POTENTIAL. LEVERAGING OUR LOCATION IN THE HEART OF BOSTON, OUR FACULTY, STAFF, AND ALUMNI WORK TOGETHER TO PROVIDE A STUDENT-CENTERED EXPERIENCE. THIS DIVERSE COMMUNITY BUILDS ON ITS DEDICATION AND EXCELLENCE IN EDUCATION AND SCHOLARSHIP TO EMPOWER GRADUATES TO BE SUCCESSFUL LOCALLY, REGIONALLY, AND GLOBALLY. PROGRAM SERVICE ACCOMPLISHMENTS PART III, LINE 4A FACULTY SCHOLARSHIP SUPPORTS DIVERSIFIED LIBERAL ARTS CONCENTRATIONS AVAILABLE IN THE HUMANITIES, THE NATURAL SCIENCES AND THE SOCIAL SCIENCES, ALONG WITH GRADUATE PROGRAMS IN SEVERAL FIELDS, MOST OFFERING CAREER-RELATED PROFESSIONAL PROGRAM TRACKS AND PRACTICAL EXPERIENCE ON OR OFF CAMPUS. APPROXIMATELY 4,300 STUDENTS WERE SERVED THIS YEAR. PROGRAM SERVICE ACCOMPLISHMENTS PART III, LINE 4C THE LAW SCHOOL'S GOAL IS TO PROVIDE ITS STUDENTS WITH ACCESS TO AN EXCELLENT LEGAL EDUCATION, INSPIRE A COMMITMENT TO JUSTICE, AND PROVIDE ITS GRADUATES THE OPPORTUNITY TO ACHIEVE THEIR CAREER ASPIRATIONS. APPROXIMATELY 1,600 STUDENTS WERE SERVED THIS YEAR. FAMILY RELATIONSHIPS PART VI, LINE 2 BRIAN T. O'NEILL, TRUSTEE, IS THE BROTHER OF WILLIAM O'NEILL, A KEY EMPLOYEE. TRUSTEES JOHN A. BRENNAN AND LEO J. CORCORAN HAVE A BUSINESS RELATIONSHIP. FORM 990 REVIEW PROCESS PART VI, LINE 11A THE CONTROLLER OF SUFFOLK UNIVERSITY IS RESPONSIBLE FOR PREPARING FORM 990. THE COMPLETED DRAFT FORM 990 IS SUBMITTED FOR REVIEW TO THE UNIVERSITY'S TAX ADVISOR. RECOMMENDED CHANGES ARE DISCUSSED WITH SENIOR MANAGEMENT AND INCORPORATED INTO THE RETURN. THE DRAFT FORM IS THEN PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE TO ENABLE A DETAILED AND CONSCIENTIOUS REVIEW BY ALL MEMBERS OF THE COMMITTEE WITH SENIOR MANAGEMENT AND THE UNIVERSITY'S TAX ADVISOR. ALL QUESTIONS AND CONCERNS OF THE AUDIT COMMITTEE MEMBERS ARE ADDRESSED AND INCORPORATED INTO THE FORM AS APPROPRIATE. AFTER THE AUDIT COMMITTEE REVIEW, ALL MEMBERS OF THE GOVERNING BODY ARE PROVIDED A LINK TO A PASSWORD-PROTECTED WEB SITE ON WHICH THE ENTIRE FORM 990 CAN BE VIEWED IN ADVANCE OF THE FILING DEADLINE. ALL QUESTIONS AND CONCERNS OF THE MEMBERS OF THE BOARD OF TRUSTEES ARE ADDRESSED BY THE TREASURER AND INCORPORATED INTO THE FORM 990 AS APPROPRIATE. AFTER ALL OF THE INPUT FROM THE BOARD OF TRUSTEES AND THE AUDIT COMMITTEE HAS BEEN APPROPRIATELY ADDRESSED, THE TREASURER OF THE UNIVERSITY IS AUTHORIZED TO FILE THE FORM 990 WITH THE INTERNAL REVENUE SERVICE. CONFLICT OF INTEREST POLICY PART VI, LINE 12C THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OBTAINING A CONFLICT OF INTEREST DISCLOSURE STATEMENT FROM ALL BOARD MEMBERS, OFFICERS OF THE UNIVERSITY, AND ALL EMPLOYEES OF THE UNIVERSITY HOLDING CERTAIN POSITIONS AS DETERMINED BY THE FINANCE COMMITTEE, REFERRED TO AS COVERED PERSONS. THE DISCLOSURE STATEMENT IS TO BE COMPLETED UPON FIRST ACCEDING TO THE OFFICE OR POSITION, UPON MATERIAL CHANGE IN THE INFORMATION REQUESTED, AND IN AUGUST OF EACH YEAR. THE FINANCE COMMITTEE PROVIDES THE BOARD WITH A SUMMARY REPORT OF ANY CONFLICT OF INTEREST AT LEAST ANNUALLY, AND MORE FREQUENTLY AS APPROPRIATE. THE FINANCE COMMITTEE MAY INVITE THE COVERED PERSON TO MAKE A PRESENTATION AT A MEETING TO DISCUSS THE TRANSACTION. THE FINANCE COMMITTEE WILL THEN DETERMINE BY A MAJORITY VOTE WHETHER THE TRANSACTION IS IN THE UNIVERSITY'S BEST INTEREST, AND WHETHER IT IS FAIR AND REASONABLE, AND THEREFORE WHETHER THE UNIVERSITY MAY OR MAY NOT ENTER INTO THE TRANSACTION. COMPENSATION SETTING PROCESS PART VI, LINE 15A PRESIDENT JAMES MCCARTHY FOR THE COMPENSATION SETTING PROCESS FOR JAMES MCCARTHY, THE BOARD OF TRUSTEES ENGAGED AN INDEPENDENT FIRM TO ANALYZE AND COMPARE THE COMPENSATION OF CEOS AT COMPARABLE INSTITUTIONS. A COMMITTEE OF THE BOARD OF TRUSTEES WORKED WITH THE INDEPENDENT FIRM TO ANALYZE THE COMPENSATION DATA. AFTER REVIEWING THE RESULTS OF THE STUDY AND IN CONSULTATION WITH THE OUTSIDE COUNSEL, THE COMMITTEE PROPOSED COMPENSATION FOR THE PRESIDENT. A CONTRACT WAS PREPARED BY THE OUTSIDE COUNSEL, WHICH WAS VOTED ON AND APPROVED AT A MEETING OF THE FULL BOARD OF TRUSTEES. COMPENSATION SETTING PROCESS PART VI, LINE 15B FOR THE COMPENSATION SETTING PROCESS OF OTHER OFFICERS, THE BOARD OF TRUSTEES ENGAGED AN INDEPENDENT FIRM TO ANALYZE AND COMPARE THE COMPENSATION OF INDIVIDUALS IN COMPARABLE POSITIONS AT COMPARABLE INSTITUTIONS. A COMMITTEE OF THE BOARD OF TRUSTEES WORKED WITH THE INDEPENDENT FIRM TO ANALYZE DATA. AFTER REVIEWING THE RESULTS OF THE STUDY, THE COMMITTEE PROPOSED COMPENSATION FOR THE OFFICERS. THE COMPENSATION WAS VOTED ON AND APPROVED AT A MEETING OF THE FULL BOARD OF TRUSTEES. PUBLIC DISCLOSURE PART VI, LINE 19 ALL REQUESTS FOR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND TAX RETURNS ARE RECEIVED BY THE PRESIDENT AND/OR VICE PRESIDENT'S OFFICES AND ARE TURNED OVER TO THE TREASURER'S OFFICE FOR IMMEDIATE RESPONSE. TAX RETURNS AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S AND GUIDESTAR'S WEBSITES. COMPENSATION PART VII THE COMPENSATION DISCLOSED FOR NANCY STOLL, FORMER VP OF STUDENT AFFAIRS, IS FOR WAGES EARNED IN HER CURRENT NON-OFFICER POSITION. OTHER CHANGES IN NET ASSETS PART XI, LINE 9 POSTRETIREMENT OBLIGATION (561,431) SUFFOLK UNIVERSITY MADRID CAMPUS SL CALLE VINA 3 MADRID SP 28003 999999999 HIGHER EDUCATION SP NA C CORP 3881703 1679409 1.00000 true CRUT (1) INVESTING MA NA TRUST true false false false false false false false false false false false true false false false false false false SUFFOLK UNIVERSITY MADRID CAMPUS SL M 3873040 ACCRUAL METHOD