2013-05-15T07:23:54-07:00 2012-06-30 990 2011-07-01 042103639 WHEELOCK COLLEGE WHEE 6178792000 200 The Riverway Boston MA 022154176 Jackie Jenkins-Scott 6178792119 2013-05-13 2011 2016-02-24 21:20:13Z Jackie jenkins-Scott 200 The Riverway Boston MA 02215 52411729 0 X www.wheelock.edu X 1888 MA Wheelock College, a private college with a public mission, is recognized as a national leader in its professional fields - child life, social work, and education. Wheelock carries out this mission by providing a sound education in the arts and 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. 29 29 597 65 510382 -45165 8501780 7876725 38300166 42009254 541496 565473 1953202 1937221 49296644 52388673 13546250 11238205 0 0 20032915 22026905 0 0 1499814 16203481 17518791 49782646 50783901 -486002 1604772 133670728 134537527 47895730 48407258 85774998 86130269 Wheelock's mission is to improve the lives of children and families. As a private college with a public mission, Wheelock College strives to be the premier college that educates people to create a safe, caring, and just world for all children and families. Wheelock College cultivates a passion for learning among all members of its community. We are a diverse learning community whose members respect differences among people, their ideas, and their ways of acting in the world. 0 0 30834540 11238205 34124271 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. 4175618 0 778650 Recreation & Sports Programs: Support services for undergraduate and graduate students. 3855141 0 6924830 Housing Programs:Expenses incurred for resident students that provides student with the additional time to extend their education experience beyond the classroom. 1676073 0 909685 Personal Social Services: Expenses incurred in connection with sponsored activities such as: research, public service and student internships. 1676073 0 909685 40541372 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 1 1 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 316 0 1 597 1 1 1 0 0 0 0 1 1 0 0 0 0 X 29 29 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X Anne Marie Martorana 6178792231 200 The Riverway Boston MA 02215 Kate Taylor 1 X X 0 0 0 Elizabeth Cluett Thors 1 X 0 0 0 Susan Simon 1 X X 0 0 0 A Keena Dunn Clifford 1 X X 0 0 0 John Knutson 1 X 0 0 0 Ranch C Kimball 1 X X 0 0 0 Robin Mount 1 X 0 0 0 Judith Parks Anderson 1 X 0 0 0 Steven Aveson 1 X 0 0 0 Thomas Kelly 1 X 0 0 0 Robert Lincoln 1 X X 0 0 0 Barbara Sallick 1 X X 0 0 0 Patricia S Cook 1 X 0 0 0 Alan Morse 1 X 0 0 0 Barbara Drauschke 1 X 0 0 0 John Jackson 1 X 0 0 0 Linda Port 1 X 0 0 0 Lisa Biagetti 1 X 0 0 0 Kathryn Jones 1 X 0 0 0 Elaine Markoff 1 X 0 0 0 Jane Roberts 1 X 0 0 0 Mark Roberts 1 X 0 0 0 Karen Sturges 1 X 0 0 0 Leverett Wing 1 X 0 0 0 Richard Abrams 1 X 0 0 0 Stephanie Bennett-Smith 1 X 0 0 0 Tina Feldman Crosby 1 X 0 0 0 Fred Foulkes 1 X 0 0 0 Scott Wennerholm 1 X 0 0 0 Jackie JenkinsScott 40 X 443308 0 93145 Anne Marie Martorana 40 X 202145 0 29062 Roy Schifilliti 40 X 187725 0 24749 Linda Welter 40 X 206286 0 23962 Adrian Haugabrook 40 X 178845 0 19113 Marta Rosa 40 X 156488 0 16134 Shirley Malone-Fenner 40 X 141888 0 29911 Susan Kosoff 40 X 127518 0 29521 Linda Davis 40 X 126834 0 17548 David Fernie 40 X 128213 0 14989 Julie Wollman 40 X 189916 0 20686 2089166 0 318820 27 1 1 0 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 Suite 600 Media PA 19063 Executive search consultant 135781 Better View Cleaning Services 14 Weld Street Framingham MA 01702 Cleaning 117479 9 0 0 0 0 2752487 5124238 2413632 7876725 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 0 0 0 0 42009254 623269 0 6692 616577 7447 0 0 7447 0 0 0 0 1077425 0 0 0 1077425 0 1077425 0 493665 583760 -65243 0 0 0 -65243 0 -65243 0 0 -65243 144645 0 23056 121589 0 121589 Misc Fees 611310 736639 736639 0 0 Perkins loan cancelled 611310 1568 1568 0 0 0 0 0 0 738207 52388673 42737436 510382 1264130 76274 76274 11005507 11005507 156424 156424 0 0 527161 187763 339398 0 0 0 0 0 17732538 14061125 2728634 942779 814245 645660 125294 43291 1689196 1339458 259929 89809 1263765 1002110 194465 67190 0 0 0 0 119432 0 119432 0 132700 0 132700 0 16000 0 16000 0 0 0 88335 0 88335 0 3747361 1379017 2262442 105902 88648 58738 29910 0 2059274 1268460 665524 125290 193788 0 193788 0 0 0 0 0 2099592 1846571 250889 2132 527302 391956 120196 15150 0 0 0 0 46420 37168 9042 210 2185081 2078023 107058 0 0 0 0 0 2864941 2534202 330739 0 223835 112426 111409 0 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 247699 182223 57997 7479 50783901 40541372 8742715 1499814 973263 990743 5659288 7982197 120988 184604 1979809 2319881 0 0 0 0 1271914 1601787 0 0 871441 845804 106186525 34842889 72451268 71343636 28677900 27321634 15429900 15809533 0 6234957 6137708 133670728 134537527 2803312 3468342 0 0 1992229 2005739 42154802 41987790 0 0 0 0 945387 945387 47895730 48407258 X 50896162 50645283 10815335 9210604 24063501 26274382 85774998 86130269 133670728 134537527 X 1604772 -1249501 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 16000 16000 49268087 49284087 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 89977 80393 60000 16000 246370 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 42514823 2339246 -884949 585539 1368952 88335 41926294 35728126 733051 8242214 635895 1470796 81877 42514823 33159802 883251 3791512 585678 1474448 46313 35728126 45869637 257154 -10637145 617476 1660167 52201 33159802 0.31 0.52 0.17 0 0 0 2259132 2259132 0 91604145 23916046 67688099 0 0 0 0 0 12181209 10791919 1389290 0 142039 134924 7115 71343636 Long/short equity funds 8409925 F Fixed income securities 7399608 F 15809533 0 Government advances for student loans 945387 945387 52388673 50783901 1604772 -1548782 0 0 0 299281 -1249501 355271 39911962 -1548782 0 0 322337 -1226445 41138407 88335 11161931 11250266 52388673 39556691 0 0 0 23056 23056 39533635 88335 11161931 11250266 50783901 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 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. 1 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 0 2 965119 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 0 0 0 1 0 0 SchF_P01_S00_L02 Schedule F, Part I, Line 2 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. Wheelock Family Theater 144645 0 144645 0 0 0 7428 500 15128 0 0 144645 0 144645 0 0 0 7428 500 15128 23056 121589 1 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 501(c)(3) 20000 0 FMV Communication and outreach support. Family Services Organization 31 Harvard Street Worcester MA 01609 042103767 501(c)(3) 11329 0 FMV Training outreach and coordination. Community Action Committee 372 North Street Hyannis MA 02601 042396835 501(c)(3) 6768 0 FMV Training outreach and coordination. Child Care Resource Center 130 Bishop Allen Drive Cambridge MA 02139 510138647 501(c)(3) 16459 0 FMV Training outreach and coordination. Action for Boston Community Development 178 Tremont Street Boston MA 02111 042304133 501(c)(3) 15000 0 FMV Training outreach and coordination. Pre School Enrichment Team 174 Brush Hill Avenue Suite 302 West Springfield MA 01089 042790929 501(c)(3) 26009 0 FMV Training outreach and coordination. 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 501(c)(3) 26933 0 FMV Translation of online courses into multiple languages. Charter Oak State College 55 Paul J Manafort Dr New Britain CT 06053 061425662 13700 0 FMV Tech support for online students. 9 1 Grants and scholarships to attend Wheelock College. 912 0 11005507 FMV Credits at the student accounts' office. SchI_P01_S00_L02 Schedule I, Part I, Line 2 Grants are made and monitored in accordance with Federal and institutional financial aid policies. Amounts are applied to student accounts as credits to the bill at the Bursar's office to offset academic charges. X X X 1 1 X X X X X X 0 0 0 0 0 0 0 1 0 Jackie JenkinsScott 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 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. 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 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 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 35 2413632 FMV on date of gift 0 1 1 SchM_P01_S00_L32b Schedule M, Part I, Line 32b Wheelock College uses a broker to sell securities donated to the college. 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. Charitable Remainder Trust (2) 200 The Riverway Boston MA 02215 Charitable remainder trust MA T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0