WHEELOCK COLLEGE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WHEELOCK COLLEGE (EIN 04-2103639)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201321359349307132
- Schema version
- 2011v1.2
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T07:23:54-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103639 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHEELOCK COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WHEE | NameControl |
| Phone | 6178792000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 The Riverway | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 022154176 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jackie Jenkins-Scott | Name |
| Title | President | Title |
| Phone | 6178792119 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Jackie jenkins-Scott | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 The Riverway | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 52411729 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.wheelock.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1888 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | Wheelock College, a private college with a public mission, is recognized as a national leader in its professional fields - child life, social work, and education. Wheelock carries out this mission by providing a sound education in the arts and science and in the professions. The College offers outstanding professional preparation in education, child life, and social work. The Wheelock mission is sustained by the College academic programs and by involvement in the life of many communities. Wheelock academic programs give the students a rigorous education in the arts and sciences while enabling students to become informed and empathic professionals. A curriculum with multicultural dimension prepares students to work with children and families, to be responsible citizens, and to help create a just society. Through demanding and responsive teaching, faculty members inspire students to become informed and contributing citizens. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 597 | TotalNbrEmployees |
| Total Nbr Volunteers | 65 | TotalNbrVolunteers |
| Total Gross UBI | 510382 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -45165 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8501780 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7876725 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 38300166 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 42009254 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 541496 | InvestmentIncomePriorYear |
| Investment Income Current Year | 565473 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1953202 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1937221 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 49296644 | TotalRevenuePriorYear |
| Total Revenue Current Year | 52388673 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 13546250 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 11238205 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 20032915 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 22026905 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1499814 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 16203481 | OtherExpensePriorYear |
| Other Expenses Current Year | 17518791 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 49782646 | TotalExpensesPriorYear |
| Total Expenses Current Year | 50783901 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -486002 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1604772 | RevenuesLessExpensesCY |
| Total Assets BOY | 133670728 | TotalAssetsBOY |
| Total Assets EOY | 134537527 | TotalAssetsEOY |
| Total Liabilities BOY | 47895730 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 48407258 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 85774998 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 86130269 | NetAssetsOrFundBalancesEOY |
| Mission Description | Wheelock's mission is to improve the lives of children and families. As a private college with a public mission, Wheelock College strives to be the premier college that educates people to create a safe, caring, and just world for all children and families. Wheelock College cultivates a passion for learning among all members of its community. We are a diverse learning community whose members respect differences among people, their ideas, and their ways of acting in the world. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 30834540 | Expense |
| Grants | 11238205 | Grants |
| Revenue | 34124271 | Revenue |
| Description | Social Science Research & Related Studies: Instructional programs for undergraduate and graduate students in the area of education, social work and child life. Programs include classroom instruction as well as practical experience at school and social service agencies. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4175618 | Expense |
| Grants | 0 | Grants |
| Revenue | 778650 | Revenue |
| Description | Recreation & Sports Programs: Support services for undergraduate and graduate students. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3855141 | Expense |
| Grants | 0 | Grants |
| Revenue | 6924830 | Revenue |
| Description | Housing Programs:Expenses incurred for resident students that provides student with the additional time to extend their education experience beyond the classroom. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1676073 | Expense |
| Grants | 0 | Grants |
| Revenue | 909685 | Revenue |
| Description | Personal Social Services: Expenses incurred in connection with sponsored activities such as: research, public service and student internships. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1676073 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 909685 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 40541372 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 316 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 597 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 29 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Anne Marie Martorana | NamePerson |
| Telephone Number | 6178792231 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 The Riverway | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02215 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (40 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| Kate Taylor | ||||||||
| Vice Chair of the Board | 1 | X | X | 0 | 0 | 0 | ||
| Elizabeth Cluett Thors | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Susan Simon | ||||||||
| Chair of the Corporation | 1 | X | X | 0 | 0 | 0 | ||
| A Keena Dunn Clifford | ||||||||
| Assistant Clerk of the Board | 1 | X | X | 0 | 0 | 0 | ||
| John Knutson | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Ranch C Kimball | ||||||||
| Chair of the Board | 1 | X | X | 0 | 0 | 0 | ||
| Robin Mount | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Judith Parks Anderson | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Steven Aveson | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Thomas Kelly | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Robert Lincoln | ||||||||
| Treasurer of the Board | 1 | X | X | 0 | 0 | 0 | ||
| Barbara Sallick | ||||||||
| Clerk of the Board | 1 | X | X | 0 | 0 | 0 | ||
| Patricia S Cook | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Alan Morse | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Barbara Drauschke | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| John Jackson | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Linda Port | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Lisa Biagetti | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Kathryn Jones | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Elaine Markoff | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Jane Roberts | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Mark Roberts | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Karen Sturges | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Leverett Wing | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Richard Abrams | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Stephanie Bennett-Smith | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Tina Feldman Crosby | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Fred Foulkes | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Scott Wennerholm | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Jackie JenkinsScott | ||||||||
| President | 40 | X | 443308 | 0 | 93145 | |||
| Anne Marie Martorana | ||||||||
| Vice President - Chief Financial Officer | 40 | X | 202145 | 0 | 29062 | |||
| Roy Schifilliti | ||||||||
| Vice President | 40 | X | 187725 | 0 | 24749 | |||
| Linda Welter | ||||||||
| VP for Institutional Advancement | 40 | X | 206286 | 0 | 23962 | |||
| Adrian Haugabrook | ||||||||
| VP for Enrollment Magagement | 40 | X | 178845 | 0 | 19113 | |||
| Marta Rosa | ||||||||
| Senior Director Government Affairs | 40 | 156488 | 0 | 16134 | X | |||
| Shirley Malone-Fenner | ||||||||
| Dean of Arts & Sciences | 40 | 141888 | 0 | 29911 | X | |||
| Susan Kosoff | ||||||||
| Professor | 40 | 127518 | 0 | 29521 | X | |||
| Linda Davis | ||||||||
| Dean, Center for International Programs and Partnerships | 40 | 126834 | 0 | 17548 | X | |||
| David Fernie | ||||||||
| Professor | 40 | 128213 | 0 | 14989 | X | |||
| Julie Wollman | ||||||||
| VP for Academic Affairs | 40 | 189916 | 0 | 20686 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2089166 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 318820 | TotalOtherCompensation |
| Number Individuals GT100 K | 27 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line2AddressOfContractor/AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|
| Daniel Whelton | ||||||
| PO Box 127 | Nutting Lake | MA | 01865 | Consulting | 292018 | |
| Perennial Connection | ||||||
| 37 Oakland Street | Medway | MA | 02053 | Landscaping | 165456 | |
| Enoch C Shaw Co | ||||||
| 365 Main Street | Watertown | MA | 02472 | Construction | 282991 | |
| Storbeck Pimental & Associates | ||||||
| 1400 North Providence Road | Media | PA | 19063 | Executive search consultant | 135781 | Suite 600 |
| Better View Cleaning Services | ||||||
| 14 Weld Street | Framingham | MA | 01702 | Cleaning | 117479 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 9 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 2752487 | GovernmentGrants |
| All Other Contributions | 5124238 | AllOtherContributions |
| Noncash Contributions | 2413632 | NoncashContributions |
| Total Contributions | 7876725 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition | 611310 | 34124271 | 34124271 | 0 | $0 |
| Dorm & Dining fees | 611310 | 6924830 | 6924830 | 0 | $0 |
| Interest Income | 611310 | 40443 | 40443 | 0 | $0 |
| Wheelock Family Theatre revenues | 611310 | 919710 | 909685 | 10025 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 42009254 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 623269 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 6692 | UnrelatedBusinessRevenue |
| Exclusion | $616,577 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7447 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $7,447 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1077425 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1077425 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1077425 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 493665 | UnrelatedBusinessRevenue |
| Exclusion | $583,760 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -65243 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -65243 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -65243 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$65,243 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 144645 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 23056 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 121589 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $121,589 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Misc Fees | 611310 | 736639 | 736639 | 0 | $0 |
| Perkins loan cancelled | 611310 | 1568 | 1568 | 0 | $0 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 738207 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 52388673 | TotalRevenueColumn |
| Related Or Exempt Function Income | 42737436 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 510382 | UnrelatedBusinessRevenue |
| Exclusion | $1,264,130 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76274 | Total |
| Program Services | 76274 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11005507 | Total |
| Program Services | 11005507 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 156424 | Total |
| Program Services | 156424 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 527161 | Total |
| Program Services | 187763 | ProgramServices |
| Management And General | 339398 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17732538 | Total |
| Program Services | 14061125 | ProgramServices |
| Management And General | 2728634 | ManagementAndGeneral |
| Fundraising | 942779 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 814245 | Total |
| Program Services | 645660 | ProgramServices |
| Management And General | 125294 | ManagementAndGeneral |
| Fundraising | 43291 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1689196 | Total |
| Program Services | 1339458 | ProgramServices |
| Management And General | 259929 | ManagementAndGeneral |
| Fundraising | 89809 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1263765 | Total |
| Program Services | 1002110 | ProgramServices |
| Management And General | 194465 | ManagementAndGeneral |
| Fundraising | 67190 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119432 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 119432 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132700 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 132700 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16000 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 16000 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88335 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 88335 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3747361 | Total |
| Program Services | 1379017 | ProgramServices |
| Management And General | 2262442 | ManagementAndGeneral |
| Fundraising | 105902 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88648 | Total |
| Program Services | 58738 | ProgramServices |
| Management And General | 29910 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2059274 | Total |
| Program Services | 1268460 | ProgramServices |
| Management And General | 665524 | ManagementAndGeneral |
| Fundraising | 125290 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193788 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 193788 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2099592 | Total |
| Program Services | 1846571 | ProgramServices |
| Management And General | 250889 | ManagementAndGeneral |
| Fundraising | 2132 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 527302 | Total |
| Program Services | 391956 | ProgramServices |
| Management And General | 120196 | ManagementAndGeneral |
| Fundraising | 15150 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46420 | Total |
| Program Services | 37168 | ProgramServices |
| Management And General | 9042 | ManagementAndGeneral |
| Fundraising | 210 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2185081 | Total |
| Program Services | 2078023 | ProgramServices |
| Management And General | 107058 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2864941 | Total |
| Program Services | 2534202 | ProgramServices |
| Management And General | 330739 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223835 | Total |
| Program Services | 112426 | ProgramServices |
| Management And General | 111409 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Student Services | 1010799 | 934273 | 76526 | 0 |
| Theater Operation Expenses | 319655 | 319655 | 0 | 0 |
| Functions, events. orientation | 1356774 | 733184 | 523008 | 100582 |
| Educational Vouchers | 191155 | 191155 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 247699 | Total |
| Program Services | 182223 | ProgramServices |
| Management And General | 57997 | ManagementAndGeneral |
| Fundraising | 7479 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50783901 | Total |
| Program Services | 40541372 | ProgramServices |
| Management And General | 8742715 | ManagementAndGeneral |
| Fundraising | 1499814 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 973263 | BOY |
| EOY | 990743 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5659288 | BOY |
| EOY | 7982197 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120988 | BOY |
| EOY | 184604 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1979809 | BOY |
| EOY | 2319881 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1271914 | BOY |
| EOY | 1601787 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 871441 | BOY |
| EOY | 845804 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 106186525 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 34842889 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72451268 | BOY |
| EOY | 71343636 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28677900 | BOY |
| EOY | 27321634 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15429900 | BOY |
| EOY | 15809533 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6234957 | BOY |
| EOY | 6137708 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133670728 | BOY |
| EOY | 134537527 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2803312 | BOY |
| EOY | 3468342 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1992229 | BOY |
| EOY | 2005739 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42154802 | BOY |
| EOY | 41987790 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 945387 | BOY |
| EOY | 945387 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47895730 | BOY |
| EOY | 48407258 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50896162 | BOY |
| EOY | 50645283 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10815335 | BOY |
| EOY | 9210604 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24063501 | BOY |
| EOY | 26274382 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85774998 | BOY |
| EOY | 86130269 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133670728 | BOY |
| EOY | 134537527 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1604772 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1249501 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 16000 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 16000 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 49268087 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 49284087 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 89977 | CurrentYearMinus3 |
| Current Year Minus2 | 80393 | CurrentYearMinus2 |
| Current Year Minus1 | 60000 | CurrentYearMinus1 |
| Current Year | 16000 | CurrentYear |
| Total | 246370 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 0 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 0 | CurrentYearMinus1 |
| Current Year | 0 | CurrentYear |
| Total | 0 | Total |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 42514823 | BeginningOfYearBalance |
| Contributions | 2339246 | Contributions |
| Investment Earnings Or Losses | -884949 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 585539 | GrantsOrScholarships |
| Other Expenditures | 1368952 | OtherExpenditures |
| Administrative Expenses | 88335 | AdministrativeExpenses |
| End Of Year Balance | 41926294 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 35728126 | BeginningOfYearBalance |
| Contributions | 733051 | Contributions |
| Investment Earnings Or Losses | 8242214 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 635895 | GrantsOrScholarships |
| Other Expenditures | 1470796 | OtherExpenditures |
| Administrative Expenses | 81877 | AdministrativeExpenses |
| End Of Year Balance | 42514823 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33159802 | BeginningOfYearBalance |
| Contributions | 883251 | Contributions |
| Investment Earnings Or Losses | 3791512 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 585678 | GrantsOrScholarships |
| Other Expenditures | 1474448 | OtherExpenditures |
| Administrative Expenses | 46313 | AdministrativeExpenses |
| End Of Year Balance | 35728126 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 45869637 | BeginningOfYearBalance |
| Contributions | 257154 | Contributions |
| Investment Earnings Or Losses | -10637145 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 617476 | GrantsOrScholarships |
| Other Expenditures | 1660167 | OtherExpenditures |
| Administrative Expenses | 52201 | AdministrativeExpenses |
| End Of Year Balance | 33159802 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.31 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.52 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.17 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 2259132 | OtherCostOrOtherBasis |
| Book Value | 2259132 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 91604145 | OtherCostOrOtherBasis |
| Depreciation | 23916046 | Depreciation |
| Book Value | 67688099 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 12181209 | OtherCostOrOtherBasis |
| Depreciation | 10791919 | Depreciation |
| Book Value | 1389290 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 142039 | OtherCostOrOtherBasis |
| Depreciation | 134924 | Depreciation |
| Book Value | 7115 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 71343636 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Long/short equity funds | 8409925 | F |
| Fixed income securities | 7399608 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 15809533 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Government advances for student loans | Description |
| Amount | $945,387 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 945387 | TotalOfAmounts |
| Total Revenue | 52388673 | TotalRevenue |
| Total Expenses | 50783901 | TotalExpenses |
| Excess Or Deficit For Year | 1604772 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1548782 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $299,281 | OtherAmount |
| Total Adjustments | -1249501 | TotalAdjustments |
| Excess Or Deficit Per FS | 355271 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 39911962 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1548782 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 322337 | OtherRevenues |
| Revenue Not Rptd F990 | -1226445 | RevenueNotRptdF990 |
| Revenue Subtotal | 41138407 | RevenueSubtotal |
| Investment Expenses Not Included | 88335 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 11161931 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 11250266 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 52388673 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 39556691 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 23056 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 23056 | ExpensesNotRptdF990 |
| Expenses Subtotal | 39533635 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 88335 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 11161931 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 11250266 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 50783901 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | Wheelock's endowment provides support for the day to day operations of the College, including financial aid, scholarships, and furthering the mission of the college. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | The College accounts for the effect of any uncertain tax positions based on a "more likely than not" threshold to the recognition of the tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for all uncertain tax positions. The College has identified its tax status as a tax exempt entity as its only significant tax position and has determined that such tax position does not result in an uncertainty requiring recognition. The College is not currently under examination by any taxing jurisdiction. The College's federal and state income tax returns are generally open for examination for the past three years. |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Change in value of split-interest agreements of ($34,321) and net assets of acquired organization of $333,602. |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Change in value of split-interest agreements of ($34,321), fundraising expenses of $23,056, and net assets of acquired organization of $333,602. |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Institutional scholarships. |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Fundraising expenses included on statement of revenue. |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Institutional scholarships. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchE_P01_S00_L03 | Schedule E, Part I, Line 3 | Wheelock College follows a racially nondiscriminatory policy as to students. The college publicizes its non-discrimination policy in its catalog and on its website. The college currently enrolls students of racial minority groups in meaningful numbers. Diversity and social justice are central to the mission of Wheelock College and these values permeate all aspects of our work. |
| SchE_P01_S00_L06 | Schedule E, Part I, Line 6 | The College received title IV funds, federal grants, and assistance. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (5 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 2 | Program Services | Higher education | 808694 |
| East Asia and the Pacific | 0 | 0 | Grantmaking | Grants and scholarships | 39690 |
| Central America and the Caribbean | 0 | 0 | Grantmaking | Grants and scholarships | 5490 |
| Europe (including Iceland and Greenland) | 0 | 0 | Grantmaking | Grants and scholarships | 107112 |
| Sub-Saharan Africa | 0 | 0 | Grantmaking | Grants and scholarships | 4133 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 2 | TotalNumberOfEmployees |
| Total Amount Spent | 965119 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (4 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|
| Grants and scholarships for Wheelock students studying abroad. | East Asia and the Pacific | 5 | 0 | 39690 | Credit at the bursar's office. | FMV |
| Grants and scholarships for Wheelock students studying abroad. | Central America and the Caribbean | 1 | 5490 | Credit at the bursar's office. | FMV | |
| Grants and scholarships for Wheelock students studying abroad. | Europe (including Iceland and Greenland) | 14 | 107112 | Credit at the bursar's office. | FMV | |
| Grants and scholarships for Wheelock students studying abroad. | Sub-Saharan Africa | 1 | 4133 | Credit at the bursar's office. | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchF_P01_S00_L02 | Identifier |
| Return Reference | Schedule F, Part I, Line 2 | ReturnReference |
| Explanation | Grants to students are made in accordance with Federal and institutonal financial aid policies. The grant funds are used for academic course work for foreign study abroad. The Registrar's office determines that academic standards are met before academic credit is received by the student. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Wheelock Family Theater | NameOfEvent1 |
| Gross Receipts Event1 | 144645 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 0 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 144645 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 7428 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 500 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 15128 | OtherDirectExpensesEvent1 |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Gross Receipts Total | 144645 | GrossReceiptsTotal |
| Charitable Contributions Total | 0 | CharitableContributionsTotal |
| Gross Revenue Total Events | 144645 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 0 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 7428 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 500 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 15128 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 23056 | DirectExpenseSummaryEvents |
| Net Income Summary | 121589 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (10 entries)
| Address Line1AddressUS/AddressLine1 | Address Line2AddressUS/AddressLine2 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant | IRC SectionIRCSection |
|---|---|---|---|---|---|---|---|---|---|---|
| Moodlerooms Inc | ||||||||||
| 190 West Ostend Street | Suite 110 | Baltimore | MD | 21230 | 203793033 | 14876 | 0 | FMV | Hosting online courses. | |
| New Sector Alliance | ||||||||||
| 711 Atlantic Avenue | Lower Level | Boston | MA | 02111 | 043570463 | 20000 | 0 | FMV | Communication and outreach support. | 501(c)(3) |
| Family Services Organization | ||||||||||
| 31 Harvard Street | Worcester | MA | 01609 | 042103767 | 11329 | 0 | FMV | Training outreach and coordination. | 501(c)(3) | |
| Community Action Committee | ||||||||||
| 372 North Street | Hyannis | MA | 02601 | 042396835 | 6768 | 0 | FMV | Training outreach and coordination. | 501(c)(3) | |
| Child Care Resource Center | ||||||||||
| 130 Bishop Allen Drive | Cambridge | MA | 02139 | 510138647 | 16459 | 0 | FMV | Training outreach and coordination. | 501(c)(3) | |
| Action for Boston Community Development | ||||||||||
| 178 Tremont Street | Boston | MA | 02111 | 042304133 | 15000 | 0 | FMV | Training outreach and coordination. | 501(c)(3) | |
| Pre School Enrichment Team | ||||||||||
| 174 Brush Hill Avenue | Suite 302 | West Springfield | MA | 01089 | 042790929 | 26009 | 0 | FMV | Training outreach and coordination. | 501(c)(3) |
| North Shore Community College | ||||||||||
| 1 Ferncroft Road | Danvers | MA | 01923 | 042687444 | 27800 | 0 | FMV | Training outreach and coordination. | ||
| Catholic Charities | ||||||||||
| 51 Sleeper Street | 1st Floor | Boston | MA | 02110 | 042534041 | 26933 | 0 | FMV | Translation of online courses into multiple languages. | 501(c)(3) |
| Charter Oak State College | ||||||||||
| 55 Paul J Manafort Dr | New Britain | CT | 06053 | 061425662 | 13700 | 0 | FMV | Tech support for online students. | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 9 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Grants and scholarships to attend Wheelock College. | TypeOfGrant |
| Number Of Recipients | 912 | NumberOfRecipients |
| Amount Of Cash Grant | 0 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 11005507 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | Credits at the student accounts' office. | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | Grants are made and monitored in accordance with Federal and institutional financial aid policies. Amounts are applied to student accounts as credits to the bill at the Bursar's office to offset academic charges. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jackie JenkinsScott | |||||||||||||
| 261284 | 0 | 50000 | 0 | 132024 | 0 | 15427 | 0 | 77718 | 0 | 536453 | 0 | 0 | 0 |
| Linda Welter | |||||||||||||
| 195222 | 0 | 7500 | 0 | 3564 | 0 | 10284 | 0 | 13677 | 0 | 230247 | 0 | 0 | 0 |
| Anne Marie Martorana | |||||||||||||
| 186742 | 0 | 7500 | 0 | 7903 | 0 | 20090 | 0 | 8972 | 0 | 231207 | 0 | 0 | 0 |
| Roy Schifilliti | |||||||||||||
| 178982 | 0 | 7500 | 0 | 1242 | 0 | 9712 | 0 | 15037 | 0 | 212473 | 0 | 0 | 0 |
| Julie Wollman | |||||||||||||
| 181174 | 0 | 7500 | 0 | 1242 | 0 | 9568 | 0 | 11118 | 0 | 210602 | 0 | 0 | 0 |
| Adrian Haugabrook | |||||||||||||
| 170540 | 0 | 7500 | 0 | 805 | 0 | 9027 | 0 | 10086 | 0 | 197958 | 0 | 0 | 0 |
| Marta Rosa | |||||||||||||
| 150410 | 0 | 5000 | 0 | 1078 | 0 | 7771 | 0 | 8364 | 0 | 172623 | 0 | 0 | 0 |
| Shirley Malone-Fenner | |||||||||||||
| 134942 | 0 | 5000 | 0 | 1946 | 0 | 14841 | 0 | 15070 | 0 | 171799 | 0 | 0 | 0 |
| Susan Kosoff | |||||||||||||
| 120429 | 0 | 0 | 0 | 7089 | 0 | 9620 | 0 | 19901 | 0 | 157039 | 0 | 0 | 0 |
| Linda Davis | |||||||||||||
| 125139 | 0 | 0 | 0 | 1695 | 0 | 6373 | 0 | 11175 | 0 | 144382 | 0 | 0 | 0 |
| David Fernie | |||||||||||||
| 126103 | 0 | 0 | 0 | 2111 | 0 | 6305 | 0 | 8684 | 0 | 143203 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | Travel for companions: The president's spouse travels with her from time to time on college business generally for fundraising events or donor visits. Gross-up payments: The college grosses up the annual adjustment for the personal use of the president's college-provided vehicle. Housing allowance or residence for personal use: The president's contract and responsibilities require her to reside in a college-owned home on the business premises of the College near campus. The gross-up payments are taxable income while the travel and housing are not taxable. |
| SchJ_P01_S00_L07 | Schedule J, Part I, Line 7 | The president's employment contract stipluates that a bonus will be paid each year. The executive committee determines the amount of bonus to be paid. One-time bonuses were also paid to members of the institutional leadership team. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| Mass development Finance Agency | |||||||
| 043431814 | 57583RRE7 | 2007-09-27 | 5101993 | Refinance MHEFA bonds and construction of campus | 0 | 0 | 0 |
| Mass Development Finance Agency | |||||||
| 043431814 | 57583RRF4 | 2007-09-27 | 17856977 | Refinance MHEFA bonds and construction of campus | 0 | 0 | 0 |
| Mass Development Finance Agency | |||||||
| 043431814 | 57583RRG2 | 2007-09-27 | 19557642 | Refinance MHEFA bonds and construction of campus | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 5101993 | 225514 | 196532 | 1953148 | 85937 | 0 | 0 | 2640862 | 0 | 0 | 2008 | 0 | 1 | 1 | 1 |
| 0 | 0 | 17856977 | 789301 | 687862 | 6836017 | 300778 | 0 | 0 | 9243019 | 0 | 0 | 2008 | 0 | 1 | 1 | 1 |
| 0 | 0 | 19557642 | 864472 | 753374 | 7487067 | 329423 | 0 | 0 | 10123306 | 0 | 0 | 2008 | 0 | 1 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | 1 | 1 | 0 | 0.0173 | 0.0027 | 0.0200 | 1 |
| 0 | 1 | 1 | 1 | 0 | 0.0173 | 0.0027 | 0.0200 | 1 |
| 0 | 1 | 1 | 1 | 0 | 0.0173 | 0.0027 | 0.0200 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 35 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2413632 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV on date of gift | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchM_P01_S00_L32b | Identifier |
| Return Reference | Schedule M, Part I, Line 32b | ReturnReference |
| Explanation | Wheelock College uses a broker to sell securities donated to the college. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | Trustees Jane Roberts and Mark Roberts are married to each other. |
| F990_P06_S0A_L06 | Form 990, Part VI, Section A, Line 6 | Potential new members of the corporation are nominated by the Committee on Trustees. These nominees are voted on by the corporation. The members of the corporation have the right to participate in the College's governance by electing members of the Board of Trustees. |
| F990_P06_S0A_L07a | Form 990, Part VI, Section A, Line 7a | The members of the corporation elect the board of trustees. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | The audit committee of the board of trustees reviews the draft in detail before it is finalized then a copy is distributed to the entire board prior to being filed with the IRS. The board reviews the Form 990 and has the opportunity to ask questions. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | Each year, the Vice President and Chief Financial Officer (VP & CFO) distributes a questionnaire to all officers, trustees and other employees covered by the policy. The questionnaires are completed and returned to the VP & CFO who summarizes the results. She then reports the results to the chair of the board of trustees, the chair of the corporation, and the president so that they are aware of any potential conflict. Any persons with a conflict may be prohibited from participating in deliberations and decisions relating to the matter. The chair of the board or the chair of each committee of the board is responsible for determining if an individual is barred from voting on a particular matter. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The review and approval of the president's compensation is done by the chair of the board and the executive committee of the board of trustees each year. None of these individuals had any conflict of interest with respect to this compensation. From time to time, an independent consultant is also engaged to determine appropriate compensation particularly when a new contract is issued. Presidential compensation at similar colleges is reviewed to compare to the presidential compensation at Wheelock. The terms of the president's compensation package are approved and documented by the executive committee of the board of trustees. The board approves any compensation increase or bonus to the officers and from time to time benchmarks compensation of key employees against peer institutions. In addition, the president annually benchmarks key employees' compensation against an annual industry survey. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | Wheelock College makes its governing documents, conflict of interest policy, and financial statements available on its website and/or distributes its hard copies to the public upon request. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Net unrealized losses on investments of $1548,782, decrease in value of split-interest agreements of $34,321 plus increase for net assets of acquired organization of $333,602. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Trust (2) | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 The Riverway | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | Charitable remainder trust | PrimaryActivity |
| Legal Domicile State | MA | LegalDomicileState |
| Type Of Entity | T | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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