2013-05-13T11:09:51-05:00 2012-06-30 KPMG LLP 60 South Street Boston MA 02111 990 2011-07-01 042133255 SUFFOLK UNIVERSITY % DANIELLE MANNING SUFF 6175738630 8 ASHBURTON PLACE BOSTON MA 021082770 DANIELLE MANNING 2013-05-13 true 6179881000 2011 2016-02-24 21:20:13Z DANIELLE MANNING 8 ASHBURTON PLACE BOSTON MA 021082770 353447876 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 30 4391 250 -106199 -122199 7522177 10321499 288284471 299693852 352426 8406537 2127127 2219595 298286201 320641483 67518147 74710987 0 0 129398236 129696941 123748 133729 1703190 95840838 95811092 292880969 300352749 5405232 20288734 615932121 624270970 399147136 395925017 216784985 228345953 X SUFFOLK UNIVERSITY IS A TALENT CATALYST THAT RECOGNIZES AND DEVELOPS STUDENT POTENTIAL. *CONTINUED ON SCHEDULE O* false false 123129887 42132842 157569947 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* 58414144 19363480 73900811 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 4,000 STUDENTS WERE SERVED THIS YEAR. 56904389 13214665 67787823 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* 238448420 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 false true false false false false true true true false false true 470 0 true 4391 true true true true SP false false false true true false false false false X 32 30 true false false false false false false true true false false true true true true true true true false false MA X X DANIELLE MANNING 6175738400 8 ASHBURTON PLACE BOSTON MA 021082770 ROGER BERKOWITZ 1.0 X 0 0 0 HON MARIANNE B BOWLER 1.0 X 0 0 0 JOHN A BRENNAN JR ESQ 1.0 X 0 0 0 JOHN L BROOKS III 1.0 X 0 0 0 IRWIN CHAFETZ 1.0 X 0 0 0 JEANETTE G CLOUGH 1.0 X 0 0 0 DANIEL F CONLEY ESQ 1.0 X 0 0 0 LEO J CORCORAN ESQ 1.0 X 0 0 0 GERARD F DOHERTY ESQ 1.0 X 0 0 0 DENNIS M DUGGAN JR ESQ 1.0 X 0 0 0 JOHN FERNANDEZ 1.0 X 0 0 0 JILL S GABBE 1.0 X 0 0 0 HON ROBERT W GARDNER JR 1.0 X 0 0 0 RUSSELL A GAUDREAU JR ESQ 1.0 X 0 0 0 MICHAEL G GEORGE 1.0 X 0 0 0 MARGARET A GERAGHTY 1.0 X 0 0 0 DAVID HOBERMAN 1.0 X 0 0 0 WILLIAM T HOGAN III ESQ 1.0 X 0 0 0 J ROBERT JOHNSON 1.0 X 0 0 0 JULIE KAHN ESQ 1.0 X 0 0 0 HAL J LEIBOWITZ ESQ 1.0 X 0 0 0 DEBORAH F MARSON ESQ 1.0 X 0 0 0 JOHN MCDONNELL 1.0 X 0 0 0 ANDREW C MEYER JR ESQ 1.0 X 0 0 0 JAMES T MORRIS ESQ 1.0 X 0 0 0 BRIAN T O'NEILL ESQ 1.0 X 0 0 0 GEORGE A RAMIREZ ESQ 1.0 X 0 0 0 E MACEY RUSSELL ESQ 1.0 X 0 0 0 CAROL SAWYER PARKS 1.0 X 0 0 0 ROBERT K SHERIDAN ESQ 1.0 X 0 0 0 MARSHALL M SLOANE 1.0 X 0 0 0 MARK SULLIVAN ESQ 1.0 X 0 0 0 TARA TAYLOR 1.0 X 0 0 0 DENNIS WALCZEWSKI 1.0 X 0 0 0 DAMIAN WILMOT ESQ 1.0 X 0 0 0 FRANCIS X FLANNERY 1.0 X 158891 0 19374 JAMES MCCARTHY 50.0 X 0 0 0 BARRY BROWN 50.0 X 665235 0 44224 JANICE GRIFFITH 50.0 X 270713 0 33739 JOHN NUCCI 50.0 X 339177 0 22050 NANCY STOLL 50.0 X 172636 0 15356 MARGUERITE DENNIS 50.0 X 270628 0 37383 PAUL LYONS 50.0 X 404748 0 37299 DANIELLE MANNING 50.0 X 195148 0 17556 WALTER CAFFEY 50.0 X 147391 0 31155 GREGOR GATLIN 50.0 X 44973 0 5861 KENNETH GREENBERG 50.0 X 321245 0 22050 WILLIAM O'NEILL 50.0 X 298730 0 46682 CAMILLE NELSON 50.0 X 376298 0 45495 SHEILA O'LEARY 50.0 X 202659 0 35776 BERNARD V KEENAN 50.0 X 285412 0 46695 KAREN M BLUM 50.0 X 250850 0 34575 MARC PERLIN 50.0 X 271540 0 42882 JOHN B DELUCA 50.0 X 251659 0 25976 MICHAEL L RUSTAD 50.0 X 225527 0 35424 DAVID J SARGENT 0.0 X 812403 0 41682 CHRISTOPHER MOSHER 0.0 X 202433 0 19594 6168296 0 660828 283 true true false PAPPAS CONSULTING GROUP INC 46 SOUTHFIELD AVE STAMFORD CT 06902 CONSULTING 1197876 CENTER FOR INTERNATIONAL STUDIES 17 NEW SOUTH STREET NORTHAMPTON MA 01060 STUDY ABROAD SERVICE 524710 MINTZ LEVIN COHN FERRIS GLOVSKY POPEO PC 1 FINANCIAL CENTER BOSTON MA 02111 LEGAL SERVICES 427209 FOLEY HOAG LLP 155 SEAPORT BOULEVARD BOSTON MA 02110 LEGAL SERVICES 422887 REGAN COMMUNICATIONS GROUP INC 106 UNION WHARF BOSTON MA 02109 CONSULTING 305383 20 4037054 6284445 1441417 10321499 TUITION AND FEES 611710 278733752 278733752 RESIDENCE HALLS AND DINING 721000 20960100 20960100 299693852 3443122 -106199 3549321 37854 37854 0 1072765 0 1072765 0 1072765 1072765 37731954 0 32806393 4925561 0 4925561 4925561 0 0 0 0 0 BOOKSTORE COMMISSIONS 900099 450000 450000 OTHER SOURCES 900099 223919 223919 MISCELLANEOUS INCOME 900099 169465 169465 303446 303446 1146830 320641483 299693852 -106199 10732331 77250 77250 72853017 72853017 1780720 1780720 0 4239338 994725 3194613 50000 0 100271760 85640521 13906855 724384 6723924 5855442 803287 65195 11421904 9227850 2140812 53242 7040015 5921544 1063056 55415 0 1301883 1301883 247110 247110 10000 10000 133729 133729 367058 367058 2423753 2423753 3457733 2547470 849157 61106 3964119 1041593 2749608 172918 5380315 2424856 2905732 49727 0 25114541 14170094 10692447 252000 684265 550875 108711 24679 0 846420 753655 92765 17545008 10807725 6737283 0 12514729 7709073 4805656 1182696 788464 394232 ACADEMIC SERVICES & SUPPORT 4643725 4643725 RESIDENCE HALL EXPENSES 4289125 4289125 OTHER PUBLIC SERVICE 2106788 2106788 STUDENT CEREMONIES 1390954 1390954 8340870 2872954 5407121 60795 300352749 238448420 60201139 1703190 0 0 968180 789586 2052790 2646594 2736104 1821405 977650 977650 0 0 0 0 0 0 7092023 6455149 435300978 119350857 315552472 315950121 174918028 181778896 9417194 13375565 16723482 15092804 0 0 85494198 85383200 615932121 624270970 25433857 24736169 0 0 9348054 8733478 358628692 357003508 0 0 0 0 600000 400000 0 0 5136533 5051862 399147136 395925017 X 185149971 196291388 3227333 2977323 28407681 29077242 216784985 228345953 615932121 624270970 X 20288734 -8727766 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 10000 false false 10000 false X X X X false 128044033 755329 1095210 959264 128935308 99157137 731651 28809855 654610 128044033 78859081 9410136 10887920 99157137 103094077 3471265 -27241928 464333 78859081 0.77640 0.21280 0.01080 true false 36670524 36670524 297142003 66631841 230510162 30927411 10654439 20272972 53358627 42064577 11294050 17202413 17202413 315950121 DEPOSITS WITH BOND TRUSTEES 85383200 85383200 0 REFUNDABLE US GOVERNMENT GRANT 5051862 5051862 320641483 300352749 20288734 -6572782 -2154984 -8727766 11560968 313693831 -6572782 -374870 -6947652 320641483 320641483 302132863 1780114 1780114 300352749 300352749 DESCRIPTION OF ORGANIZATION'S COLLECTIONS PART III, LINE 4 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. GALLERY EXHIBITS ARE PRESENTED IN THE ADAMS GALLERY AT SUFFOLK UNIVERSITY LAW SCHOOL. TRAVELING EXHIBITS ARE DISPLAYED ON SUFFOLK UNIVERSITY'S CAMPUS AND AT TOWN HALLS, EDUCATIONAL INSTITUTIONS AND OTHER ORGANIZATIONS THROUGHOUT MASSACHUSETTS. BOTH TYPES OF EXHIBITS CONNECT PEOPLE TO CONGRESSMAN MOAKLEY'S PUBLIC SERVICE AND POLITICAL LEADERSHIP LEGACY AND TO THE RESOURCES AND PROGRAMMING OF THE ARCHIVE AND INSTITUTE. 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. JOHN JOSEPH MOAKLEY ORAL HISTORY PROJECT: THE MOAKLEY ARCHIVE ORAL HISTORY PROJECT SEEKS TO DOCUMENT AND PRESERVE VALUABLE INFORMATION AND OBSERVATIONS THAT MAY NOT BE A PART OF THE PAPER, PHOTOGRAPHIC, AND AUDIOVISUAL PORTIONS OF THE MOAKLEY PAPERS. RECORDING INTERVIEWS WITH THE CONGRESSMAN'S COLLEAGUES, STAFF, FAMILY, FRIENDS, CONSTITUENTS, AND OTHERS AFFECTED BY THE CENTRAL ISSUES OF HIS CAREER ALLOWS THE ARCHIVE TO DEVELOP A COMPLETE AND NUANCED PICTURE OF MOAKLEY'S LIFE AND SERVICE. ENDOWMENT FUNDS PART V, LINE 4 SUFFOLK UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 240 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, INCLUDING BOTH DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. A MAJORITY OF THE FUNDS PROVIDE SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO UNDERGRADUATE, GRADUATE AND LAW SCHOOL STUDENTS. SOME OF THE OTHER USES OF THE FUNDS INCLUDE, BUT ARE NOT LIMITED TO, 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 CHANGES IN NET ASSETS PART XI, LINE 8 POST - RETIREMENT OBLIGATION (1,780,114) UNCOLLECTIBLE PLEDGES (374,870) ----------- TOTAL (2,154,984) OTHER REVENUE INCLUDED IN FINANCIAL STATEMENTS NOT INCLUDED ON RETURN PART XII, LINE 2D UNCOLLECTIBLE PLEDGES (374,870) OTHER EXPENSES INCLUDED IN FINANCIAL STATEMENTS NOT ON RETURN PART XIII, LINE 2D POST - RETIREMENT OBLIGATION 1,780,114 ----------- TOTAL 1,780,114 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 47 Program Services EDUCATION 4605321 Central America and the Caribbean Send agents to seminar 2380 Central America and the Caribbean Program Services EDUCATION & OTHER 44568 Central America and the Caribbean Program Services RECRUITING 570 East Asia and the Pacific Send agents to seminar 5560 East Asia and the Pacific Program Services EDUCATION & OTHER 29279 East Asia and the Pacific Program Services RECRUITING 41661 Europe (Including Iceland and Greenland) Send agents to seminar 31192 Europe (Including Iceland and Greenland) Program Services EDUCATION & OTHER 1187754 Europe (Including Iceland and Greenland) Program Services RECRUITING 87648 Middle East and North Africa Program Services EDUCATION & OTHER 400 Middle East and North Africa Program Services RECRUITING 975 North America Send agents to seminar 13619 North America Program Services EDUCATION & OTHER 2809 North America Program Services RECRUITING 485 South America Send agents to seminar 577 South America Program Services EDUCATION & OTHER 122408 South America Program Services RECRUITING 8797 South Asia Send agents to seminar 16316 South Asia Program Services EDUCATION & OTHER 2930 South Asia Program Services RECRUITING 18488 Sub-Saharan Africa Program Services EDUCATION & OTHER 17223 Europe (Including Iceland and Greenland) Grantmaking 1579300 Central America and the Caribbean Grantmaking 19821 East Asia and the Pacific Grantmaking 166710 South America Grantmaking 14889 1 47 1 47 6177206 1844474 8021680 FOREIGN GRANTS PAID - EUROPE Europe/Iceland/Greenland 201 1579300 FOREIGN GRANTS PAID - CENTRAL AMERICA Cent. America/Caribbean 3 19821 FOREIGN GRANTS PAID - EAST ASIA/PACIFIC East Asia/Pacific 28 166710 FOREIGN GRANTS PAID-SOUTH AMERICA South America 1 14889 true false true true true 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. X X X X X X true LANGLEY INNOVATIONS STRATEGY CONSULTING false 0 66106 0 WIT CONSULTING LLC ALUMNI RESEARCH false 0 40358 0 ORR ASSOCIATES INC GRANT WRIT ING SERVICE false 0 13866 0 MARILYN SILVERSTEIN STRATEGY CONSULTING false 0 8500 0 0 128830 0 MA FUNDRAISERS & STATE REGISTRATION *SEE SCHEDULE O* true BOSTON REDEVELOPMENT AUTHORITY 1 CITY HALL BOSTON MA 02201 046006386 CITY OF BOSTON 32500 GENERAL SUPPORT NEW ENGLAND COUNCIL INC 98 WASHINGTON STREET BOSTON MA 02114 041661090 501(C)(6) 8500 GENERAL SUPPORT CAMBRIDGE STREET COMMUNITY DEVELOPMENT CORP 74 JOY STREET BOSTON MA 02114 222496921 501(C)(3) 10000 GENERAL SUPPORT 2 1 FINANCIAL AID - UNIVERSITY, FEDERAL AND STATE 5005 72853017 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. X true true X X X X true true false false false false false false false FRANCIS X FLANNERY 124546 0 0 0 34345 0 14404 0 4970 0 178265 0 0 0 DAVID J SARGENT 0 0 0 0 812403 0 22050 0 19632 0 854085 0 318000 0 BARRY BROWN 627313 0 0 0 37922 0 22050 0 22174 0 709459 0 0 0 JANICE GRIFFITH 261258 0 0 0 9455 0 22050 0 11689 0 304452 0 0 0 JOHN NUCCI 277040 0 0 0 62137 0 22050 0 0 0 361227 0 0 0 NANCY STOLL 170620 0 0 0 2016 0 15356 0 0 0 187992 0 0 0 MARGUERITE DENNIS 185287 0 0 0 85341 0 19799 0 17584 0 308011 0 0 0 CHRISTOPHER MOSHER 39661 0 0 0 162772 0 16511 0 3083 0 222027 0 0 0 PAUL LYONS 211498 0 0 0 193250 0 22050 0 15249 0 442047 0 0 0 DANIELLE MANNING 195072 0 0 0 76 0 17556 0 0 0 212704 0 0 0 KENNETH GREENBERG 303387 0 0 0 17858 0 22050 0 0 0 343295 0 0 0 WILLIAM O'NEILL 287345 0 0 0 11385 0 22050 0 24632 0 345412 0 0 0 BERNARD V KEENAN 252968 0 0 0 32444 0 22050 0 24645 0 332107 0 0 0 KAREN M BLUM 215702 0 0 0 35148 0 19777 0 14798 0 285425 0 0 0 MARC PERLIN 242874 0 0 0 28666 0 22050 0 20832 0 314422 0 0 0 CAMILLE NELSON 356458 0 0 0 19840 0 22050 0 23445 0 421793 0 0 0 WALTER CAFFEY 145873 0 0 0 1518 0 13559 0 17596 0 178546 0 0 0 SHEILA O'LEARY 197216 0 0 0 5443 0 18180 0 17596 0 238435 0 0 0 JOHN B DELUCA 136488 0 0 0 115171 0 11252 0 14724 0 277635 0 0 0 MICHAEL L RUSTAD 225131 0 0 0 396 0 20626 0 14798 0 260951 0 0 0 HEALTH CLUB DUES, PART I, LINE 1 HEALTH CLUB DUES ARE PROVIDED TO BARRY BROWN AND WERE REPORTED AS TAXABLE INCOME INCLUDED ON FORM W-2. SEVERANCE PAYMENT PART I, LINE 4A THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS PURSUANT TO WRITTEN AGREEMENTS: DAVID SARGENT - $469,446 PAUL LYONS - $151,500 JOHN DELUCA - $ 97,180 MARGUERITE DENNIS - $ 54,914 CHRISTOPHER MOSHER - $135,508 SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PART I, LINE 4B DAVID SARGENT PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE AMOUNT RECEIVED BY DAVID SARGENT FROM THIS PLAN DURING CALENDAR YEAR 2011 WAS $318,000. 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TUITION WILLIAM O'NEILL DEAN SBS B O'NEILL, TRUSTEE 341516 EMPLOYMENT COMPENSATION false BUSINESS TRANSACTIONS WITH INTERESTED PERSONS PART IV 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. X 5 41417 MEAN PRICE X 1 1400000 APPRAISAL VALUE 1 false true true USE OF THIRD PARTY TO SOLICIT, PROCESS, OR SELL NONCASH CONTRIBUTIONS PART I, LINE 32B THE UNIVERSITY USES A BROKERAGE ACCOUNT AT DEUTSCHE BANK TO RECEIVE AND SELL GIFTS OF MARKETABLE SECURITIES. 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 4,800 STUDENTS WERE SERVED THIS YEAR. 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 1,800 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. 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 POSITION, UPON MATERIAL CHANGE IN THE INFORMATION REQUESTED, AND IN JULY 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 ACTING PRESIDENT BARRY BROWN FOR THE COMPENSATION OF THE ACTING PRESIDENT, THE BOARD OF TRUSTEES HAD RESPONSIBILITY FOR HIRING AN INDEPENDENT FIRM TO ANALYZE AND COMPARE THE COMPENSATION OF CEOS AT COMPARABLE INSTITUTIONS. AFTER REVIEWING THE RESULTS OF THE STUDY, THE COMMITTEE APPROVED AN AT-WILL CONTRACT FOR, IN ANY EVENT, NO LONGER THAN 2 YEARS, WHICH WAS PREPARED BY THE UNIVERSITY'S OUTSIDE COUNSEL. THE CONTRACT INCLUDED A SET STIPEND-SALARY FOR SERVICE AS ACTING PRESIDENT. THERE WERE NO PERFORMANCE AWARDS OR BONUSES. THE BOARD OF TRUSTEES VOTED ON AND APPROVED THE CONTRACT. THE ACTING PRESIDENT REPORTED TO THE CHAIR OF THE BOARD OF TRUSTEES AND THE BOARD. THE COMPENSATION OF ALL OTHER OFFICERS, AS WELL AS KEY EMPLOYEES, IS APPROVED AS PART OF THE ANNUAL OPERATING BUDGET PROCESS. THE BUDGET OFFICE OBTAINS RECOMMENDATIONS FROM THE HUMAN RESOURCES OFFICE AS TO SALARY ADJUSTMENTS BASED ON THEIR STUDIES OF OTHER SIMILAR SIZE, OR OTHERWISE COMPARABLE, UNIVERSITY PERSONNEL SALARIES. TYPICALLY OFFICERS AND KEY EMPLOYEES RECEIVE A FLAT PERCENTAGE INCREASE THAT IS THE SAME FOR ALL. THE BOARD OF TRUSTEES APPROVES THE FINAL BUDGET. 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. OTHER CHANGES IN NET ASSETS PART XI, LINE 5 UNREALIZED LOSS ON INVESTMENTS (6,572,782) POST - RETIREMENT OBLIGATION (1,780,114) UNCOLLECTIBLE PLEDGES (374,870) ----------- TOTAL (8,727,766) FUNDRAISERS SCHEDULE G, PART I, LINE 2B, COLUMN (III) & (V) LANGLEY INNOVATIONS DID NOT HAVE CUSTODY OR CONTROL OF CONTRIBUTIONS MADE TO SUFFOLK UNIVERSITY. OF THE TOTAL AMOUNT PAID TO LANGLEY INNOVATIONS BY SUFFOLK UNIVERSITY, AMOUNTS PAID FOR SERVICES WERE $55,350, AND AMOUNTS PAID FOR REIMBURSEMENT OF EXPENSES WERE $10,756. WIT CONSULTING, LLC DID NOT HAVE CUSTODY OR CONTROL OF CONTRIBUTIONS MADE TO SUFFOLK UNIVERSITY. OF THE TOTAL AMOUNT PAID TO WIT CONSULTING BY SUFFOLK UNIVERSITY, AMOUNTS PAID FOR SERVICES WERE $35,400 AND AMOUNTS PAID FOR REIMBURSEMENT OF EXPENSES WERE $4,958. ORR ASSOCIATES, INC DID NOT HAVE CUSTODY OR CONTROL OF CONTRIBUTIONS MADE TO SUFFOLK UNIVERSITY. OF THE TOTAL AMOUNT PAID TO ORR ASSOCIATES BY SUFFOLK UNIVERSITY, AMOUNTS PAID FOR SERVICES WERE $13,866. MARILYN SILVERSTEIN DID NOT HAVE CUSTODY OR CONTROL OF CONTRIBUTIONS MADE TO SUFFOLK UNIVERSITY. OF THE TOTAL AMOUNT PAID TO MARILYN SILVERSTEIN, AMOUNTS PAID FOR SERVICES WERE $8,500. STATE REGISTRATION SCHEDULE G, PART I, LINE 3 SUFFOLK UNIVERSITY IS A PRIVATE CHARITY FOR HIGHER EDUCATION. NO REGISTRATION IS REQUIRED AS A RESULT OF THE FUNDRAISING ACTIVITIES PERFORMED BY THE FUNDRAISERS. ONLY ALUMNI ARE SOLICITED IN OTHER STATES. THE UNIVERSITY DOES NOT DO MASS MAILINGS TO THE PUBLIC. TAX EXEMPT BONDS SCHEDULE K TOTAL PROCEEDS, LINE 3 LESS THE SUM OF LINES 4-12 FOR THE TAX EXEMPT BOND ISSUES A-K 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. SUFFOLK UNIVERSITY MADRID CAMPUS SL CALLE VINA 3 MADRID SP 28003 999999999 HIGHER EDUCATION SP NA C CORP 3327696 545930 1.00000 CRUT (1) INVESTING MA NA TRUST -24841 493990 1.00000 false true false false false false false false false false false true false false false false false false SUFFOLK UNIVERSITY MADRID CAMPUS SL L 3773792 ACCRUAL METHOD