SUFFOLK UNIVERSITY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SUFFOLK UNIVERSITY (EIN 04-2133255)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201201369349302920
- Schema version
- 2010v3.7
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T10:38:30-04:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 South Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042133255 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUFFOLK UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SUFF | NameControl |
| Phone | 6175738630 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 ASHBURTON PLACE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021082770 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIELLE MANNING | Name |
| Title | TREASURER | Title |
| Date Signed | 2012-05-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179881000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DANIELLE MANNING | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 ASHBURTON PLACE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021082770 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 590227578 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SUFFOLK.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1906 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | SUFFOLK UNIVERSITY'S MISSION IS TO PROVIDE QUALITY EDUCATION AT A REASONABLE COST FOR STUDENTS OF ALL AGES AND BACKGROUNDS WITH A STRONG EMPHASIS ON DIVERSITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4638 | TotalNbrEmployees |
| Total Nbr Volunteers | 250 | TotalNbrVolunteers |
| Total Gross UBI | 382076 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -261031 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8083078 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7522177 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 277164927 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 288284471 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -4117942 | InvestmentIncomePriorYear |
| Investment Income Current Year | 352426 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1571885 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2127127 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 282701948 | TotalRevenuePriorYear |
| Total Revenue Current Year | 298286201 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 57667124 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 67518147 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 125417534 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 129398236 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 123748 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2253394 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 94901901 | OtherExpensePriorYear |
| Other Expenses Current Year | 95840838 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 277986559 | TotalExpensesPriorYear |
| Total Expenses Current Year | 292880969 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4715389 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5405232 | RevenuesLessExpensesCY |
| Total Assets BOY | 520196691 | TotalAssetsBOY |
| Total Assets EOY | 615932121 | TotalAssetsEOY |
| Total Liabilities BOY | 337237596 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 399147136 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 182959095 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 216784985 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SUFFOLK UNIVERSITY'S MISSION IS TO PROVIDE QUALITY EDUCATION AT A REASONABLE COST FOR STUDENTS OF ALL AGES AND BACKGROUNDS WITH A STRONG EMPHASIS ON DIVERSITY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 123703273 | Expense |
| Grants | 36884085 | Grants |
| Revenue | 150876663 | Revenue |
| Description | THE COLLEGE OF ARTS AND SCIENCES PREPARES STUDENTS OF ALL AGES AND BACKGROUNDS TO LIVE MORE FULFILLING LIVES, TO APPRECIATE AND CONTRIBUTE TO THE COMMUNITIES OF WHICH THEY ARE MEMBERS AND TO REACH THEIR ETHICAL, PERSONAL, INTELLECTUAL AND FINANCIAL GOALS. TO HELP ITS STUDENTS MAXIMIZE THEIR POTENTIAL, THE COLLEGE EMPHASIZES CRITICAL AND ANALYTICAL THINKING THROUGH A RIGOROUS "SUCCESS SKILLS" UNDERGRADUATE CORE PROGRAM IN WRITTEN AND ORAL COMMUNICATION, COMPUTING, ANALYZING AND INTEGRATING. *CONTINUED ON SCHEDULE O* | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 59367851 | Expense |
| Grants | 16991619 | Grants |
| Revenue | 71578455 | Revenue |
| Description | THE SAWYER BUSINESS SCHOOL (SBS) CREATES A LEARNING ENVIRONMENT THAT ENABLES STUDENTS TO EMERGE AS SUCCESSFUL LEADERS IN THE PRACTICE OF GLOBAL BUSINESS AND PUBLIC SERVICES. THE SBS VALUES EXCELLENCE IN EDUCATION AND RESEARCH, AND WORKS WITH ITS STUDENTS, ALUMNI, AND BUSINESS PARTNERS TO ACHIEVE THEIR GOALS. THE PROGRAMS ARE BUILT ON THE CORE VALUES OF PROMOTING OPPORTUNITY, EXCELLENCE, QUALITY TEACHING, INCLUSION AND COLLABORATION, AND EXCEPTIONAL SERVICE. APPROXIMATELY 4,000 STUDENTS WERE SERVED THIS YEAR. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 52134898 | Expense |
| Grants | 13642443 | Grants |
| Revenue | 65506790 | Revenue |
| Description | THE LAW SCHOOL IS DEDICATED TO WELCOMING STUDENTS FROM ALL BACKGROUNDS AND CIRCUMSTANCES AND EDUCATING THEM TO BECOME HIGHLY SKILLED AND ETHICAL LAWYERS WHO ARE WELL-PREPARED TO SERVE IN THEIR LOCAL COMMUNITIES, ACROSS THE NATION, AND AROUND THE WORLD. THE LAW SCHOOL SEEKS TO DEVELOP IN ITS STUDENTS THE SKILLS NECESSARY TO SERVE THE PROFESSION'S CHANGING NEEDS IN AN INCREASINGLY DIVERSE, GLOBAL AND TECHNOLOGICALLY-DEPENDENT SOCIETY. *CONTINUED ON SCHEDULE O* | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 235206022 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 384 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 4638 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | SP | NameOfForeignCountry |
| Name Of Foreign Country | SG | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DANIELLE MANNING | NamePerson |
| Telephone Number | 6175738400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 ASHBURTON PLACE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021082770 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (45 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| HON MARIANNE B BOWLER | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JOHN A BRENNAN JR ESQ | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| IRWIN CHAFETZ | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| LEO J CORCORAN ESQ | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| GERARD F DOHERTY ESQ | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| DENNIS M DUGGAN JR ESQ | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JILL S GABBE | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| HON ROBERT W GARDNER JR | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| RUSSELL A GAUDREAU JR ESQ | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| MICHAEL G GEORGE | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| MARGARET A GERAGHTY | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| WILLIAM T HOGAN III ESQ | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| J ROBERT JOHNSON | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| HAL J LEIBOWITZ ESQ | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| DEBORAH F MARSON ESQ | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| ANDREW C MEYER JR ESQ | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| RALPH MITCHELL | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JAMES T MORRIS ESQ | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| BRIAN T O'NEILL ESQ | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| GEORGE A RAMIREZ ESQ | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| CAROL SAWYER PARKS | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| ROSALIE K STAHL | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| TARA TAYLOR | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| FRANCIS M VAZZA | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| DENNIS WALCZEWSKI | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| DAVID J SARGENT | |||||||||
| PRESIDENT | 50.0 | X | 477170 | 0 | 49469 | X | |||
| FRANCIS X FLANNERY | |||||||||
| VP/TREASURER | 50.0 | X | 298592 | 0 | 32615 | X | |||
| BARRY BROWN | |||||||||
| PROVOST | 50.0 | 382598 | 0 | 44451 | X | ||||
| JANICE GRIFFITH | |||||||||
| VP-ACADEMIC AFFAIRS | 50.0 | 273827 | 0 | 29419 | X | ||||
| JOHN NUCCI | |||||||||
| VP-EXTERNAL AFFAIRS | 50.0 | 325444 | 0 | 22050 | X | ||||
| NANCY STOLL | |||||||||
| VP-STUDENT AFFAIRS | 50.0 | 168416 | 0 | 14981 | X | ||||
| MARGUERITE DENNIS | |||||||||
| VP-ENROLLMENT/INTL PROGRAMS | 50.0 | 253508 | 0 | 34820 | X | ||||
| CHRISTOPHER MOSHER | |||||||||
| VP-ADVANCEMENT | 50.0 | 228671 | 0 | 37496 | X | ||||
| PAUL LYONS | |||||||||
| VP/GENERAL COUNSEL | 50.0 | 318519 | 0 | 19180 | X | ||||
| DANIELLE MANNING | |||||||||
| VP/ACTING TREASURER | 50.0 | 126831 | 0 | 3984 | X | ||||
| KENNETH GREENBERG | |||||||||
| DEAN | 50.0 | 313506 | 0 | 22050 | X | ||||
| BERNARD V KEENAN | |||||||||
| DEAN | 50.0 | 277489 | 0 | 47760 | X | ||||
| WILLIAM O'NEILL | |||||||||
| DEAN | 50.0 | 297585 | 0 | 40730 | X | ||||
| CAMILLE NELSON | |||||||||
| DEAN | 50.0 | 157958 | 0 | 18717 | X | ||||
| KAREN M BLUM | |||||||||
| ASC DEAN/PROFESSOR | 50.0 | 238214 | 0 | 33004 | X | ||||
| KI C HAN | |||||||||
| PROFESSOR | 50.0 | 218835 | 0 | 16693 | X | ||||
| MARC PERLIN | |||||||||
| PROFESSOR | 50.0 | 252873 | 0 | 43405 | X | ||||
| ALASDAIR S ROBERTS | |||||||||
| PROFESSOR | 50.0 | 219663 | 0 | 43728 | X | ||||
| ROBERT SMITH | |||||||||
| PROFESSOR | 50.0 | 218406 | 0 | 35010 | X | ||||
| MICHAEL F DWYER | |||||||||
| FORMER ASSISTANT TREASURER | 0.0 | 189816 | 0 | 16521 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 5237921 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 606083 | TotalOtherCompensation |
| Number Individuals GT100 K | 277 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| FOLEY HOAG LLP | |||||
| 155 SEAPORT BOULEVARD | BOSTON | MA | 02110 | LEGAL SERVICES | 806870 |
| TSOIKOBUS ASSOCIATES INC | |||||
| 1 BRATTLE SQUARE | CAMBRIDGE | MA | 02238 | ARCHITECTS | 584641 |
| CENTER FOR INTERNATIONAL STUDIES | |||||
| 17 NEW SOUTH STREET | NORTHAMPTON | MA | 01060 | STUDY ABROAD SERVICE | 499147 |
| CBT ARCHITECTS | |||||
| 110 CANAL STREET | BOSTON | MA | 02114 | ARCHITECTS | 469775 |
| REGAN COMMUNICATIONS GROUP INC | |||||
| 106 UNION WHARF | BOSTON | MA | 02109 | CONSULTING | 317371 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 23 | NumberOfContractorsGT100K |
| Government Grants | 4450749 | GovernmentGrants |
| All Other Contributions | 3071428 | AllOtherContributions |
| Noncash Contributions | 214085 | NoncashContributions |
| Total Contributions | 7522177 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION AND FEES | 611710 | 266790811 | 266790811 | |
| RESIDENCE HALLS AND DINING | 721000 | 21493660 | 21171097 | 322563 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 288284471 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3158546 | TotalRevenueColumn |
| Unrelated Business Revenue | 59513 | UnrelatedBusinessRevenue |
| Exclusion | $3,099,033 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 263399 | TotalRevenueColumn |
| Exclusion | $263,399 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1022903 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 195500 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 827403 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 827403 | TotalRevenueColumn |
| Exclusion | $827,403 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 287653124 | Securities |
| Other | 1023234 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 290380174 | Securities |
| Other | 1365703 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -2727050 | Securities |
| Other | -342469 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -3069519 | TotalRevenueColumn |
| Exclusion | -$3,069,519 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER SOURCES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1299724 | TotalRevenueColumn |
| Exclusion | $1,299,724 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1299724 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 298286201 | TotalRevenueColumn |
| Related Or Exempt Function Income | 287961908 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 382076 | UnrelatedBusinessRevenue |
| Exclusion | $2,420,040 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70750 | Total |
| Program Services | 70750 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65242317 | Total |
| Program Services | 65242317 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2205080 | Total |
| Program Services | 2205080 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5085762 | Total |
| Program Services | 169673 | ProgramServices |
| Management And General | 4701647 | ManagementAndGeneral |
| Fundraising | 214442 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100338699 | Total |
| Program Services | 85824866 | ProgramServices |
| Management And General | 13500566 | ManagementAndGeneral |
| Fundraising | 1013267 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6671138 | Total |
| Program Services | 5903115 | ProgramServices |
| Management And General | 662029 | ManagementAndGeneral |
| Fundraising | 105994 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10169337 | Total |
| Program Services | 7863923 | ProgramServices |
| Management And General | 2218853 | ManagementAndGeneral |
| Fundraising | 86561 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7133300 | Total |
| Program Services | 5968910 | ProgramServices |
| Management And General | 1074295 | ManagementAndGeneral |
| Fundraising | 90095 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 988471 | Total |
| Management And General | 988471 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 275560 | Total |
| Management And General | 275560 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121063 | Total |
| Management And General | 121063 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123748 | Total |
| Fundraising | 123748 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 348228 | Total |
| Management And General | 348228 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30000 | Total |
| Management And General | 30000 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3200327 | Total |
| Program Services | 2303005 | ProgramServices |
| Management And General | 767668 | ManagementAndGeneral |
| Fundraising | 129654 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4276067 | Total |
| Program Services | 1067552 | ProgramServices |
| Management And General | 3157186 | ManagementAndGeneral |
| Fundraising | 51329 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4952056 | Total |
| Program Services | 2462930 | ProgramServices |
| Management And General | 2432652 | ManagementAndGeneral |
| Fundraising | 56474 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19975985 | Total |
| Program Services | 12048490 | ProgramServices |
| Management And General | 7675495 | ManagementAndGeneral |
| Fundraising | 252000 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1399427 | Total |
| Program Services | 838365 | ProgramServices |
| Management And General | 533408 | ManagementAndGeneral |
| Fundraising | 27654 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 812056 | Total |
| Program Services | 762332 | ProgramServices |
| Management And General | 49724 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17327430 | Total |
| Program Services | 10673697 | ProgramServices |
| Management And General | 6653733 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12142881 | Total |
| Program Services | 7480015 | ProgramServices |
| Management And General | 4662866 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1195220 | Total |
| Program Services | 796813 | ProgramServices |
| Management And General | 398407 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| RESIDENCE HALL EXPENSES | 9755739 | 9755739 | ||
| ACADEMIC SERVICES & SUPPORT | 4457231 | 4457231 | ||
| OTHER PUBLIC SERVICE | 2670261 | 2670261 | ||
| OTHER INSTRUCTION | 2579367 | 2579367 | ||
| OTHER INSTITUTIONAL EXPENSES | 1102081 | 1032712 | 69369 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8231388 | Total |
| Program Services | 4061591 | ProgramServices |
| Management And General | 4136990 | ManagementAndGeneral |
| Fundraising | 32807 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 292880969 | Total |
| Program Services | 235206022 | ProgramServices |
| Management And General | 55421553 | ManagementAndGeneral |
| Fundraising | 2253394 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1271336 | BOY |
| EOY | 968180 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2417457 | BOY |
| EOY | 2052790 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3395672 | BOY |
| EOY | 2736104 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 977650 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3930514 | BOY |
| EOY | 7092023 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 424963532 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 109411060 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 302910091 | BOY |
| EOY | 315552472 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 148140442 | BOY |
| EOY | 174918028 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8600251 | BOY |
| EOY | 9417194 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16173497 | BOY |
| EOY | 16723482 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33357431 | BOY |
| EOY | 85494198 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 520196691 | BOY |
| EOY | 615932121 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28062232 | BOY |
| EOY | 25433857 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8684327 | BOY |
| EOY | 9348054 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 294297404 | BOY |
| EOY | 358628692 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1074497 | BOY |
| EOY | 600000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5119136 | BOY |
| EOY | 5136533 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 337237596 | BOY |
| EOY | 399147136 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153479137 | BOY |
| EOY | 185149971 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1366654 | BOY |
| EOY | 3227333 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28113304 | BOY |
| EOY | 28407681 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 182959095 | BOY |
| EOY | 216784985 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 520196691 | BOY |
| EOY | 615932121 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5405232 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 28420658 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $121,063 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 121063 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 99157137 | BeginningOfYearBalance |
| Contributions | 731651 | Contributions |
| Investment Earnings Or Losses | 27476355 | InvestmentEarningsOrLosses |
| Other Expenditures | 5425244 | OtherExpenditures |
| End Of Year Balance | 121939899 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 78859081 | BeginningOfYearBalance |
| Contributions | 9410136 | Contributions |
| Investment Earnings Or Losses | 10887920 | InvestmentEarningsOrLosses |
| End Of Year Balance | 99157137 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 103094077 | BeginningOfYearBalance |
| Contributions | 3471265 | Contributions |
| Investment Earnings Or Losses | -27241928 | InvestmentEarningsOrLosses |
| Other Expenditures | 464333 | OtherExpenditures |
| End Of Year Balance | 78859081 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.75950 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.21820 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.02230 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 36609784 | OtherCostOrOtherBasis |
| Book Value | 36609784 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 291952022 | OtherCostOrOtherBasis |
| Depreciation | 60667655 | Depreciation |
| Book Value | 231284367 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 27852544 | OtherCostOrOtherBasis |
| Depreciation | 9175266 | Depreciation |
| Book Value | 18677278 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 51909843 | OtherCostOrOtherBasis |
| Depreciation | 39568139 | Depreciation |
| Book Value | 12341704 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16639339 | OtherCostOrOtherBasis |
| Book Value | 16639339 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 315552472 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEPOSITS WITH BOND TRUSTEES | Description |
| Book Value | 85494198 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 85494198 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REFUNDABLE US GOVERNMENT GRANT | Description |
| Amount | $5,136,533 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5136533 | TotalOfAmounts |
| Total Revenue | 298286201 | TotalRevenue |
| Total Expenses | 292880969 | TotalExpenses |
| Excess Or Deficit For Year | 5405232 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 28552798 | NetUnrealizedGLOnInvestments |
| Other | -$132,140 | OtherAmount |
| Total Adjustments | 28420658 | TotalAdjustments |
| Excess Or Deficit Per FS | 33825890 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 327034499 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 28552798 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 28552798 | RevenueNotRptdF990 |
| Revenue Subtotal | 298481701 | RevenueSubtotal |
| Other Revenues Not Included | -195500 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -195500 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 298286201 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 293208609 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 327640 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 327640 | ExpensesNotRptdF990 |
| Expenses Subtotal | 292880969 | ExpensesSubtotal |
| Total Expenses Per Form990 | 292880969 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF ORGANIZATION'S COLLECTIONS | PART III, LINE 4 | THE JOHN JOSEPH MOAKLEY ARCHIVE AND INSTITUTE AT SUFFOLK UNIVERSITY WAS ESTABLISHED BY SUFFOLK UNIVERSITY IN 2001 UPON CONGRESSMAN MOAKLEY'S GIFT OF HIS PAPERS. THE INSTITUTE IS DEDICATED TO THE PRESERVATION, STUDY, INTERPRETATION AND CELEBRATION OF CONGRESSMAN MOAKLEY'S LEGACY OF SERVICE AND POLITICAL AND PUBLIC POLICY LEADERSHIP THROUGH PROGRAMMING AND PROMOTION OF JOE MOAKLEY'S CONGRESSIONAL PAPERS. EXHIBIT PROGRAM: THE MOAKLEY INSTITUTE CURATES AND PRESENTS TWO TYPES OF EXHIBITS ON THE LIFE AND LEGACY OF CONGRESSMAN JOE MOAKLEY: GALLERY EXHIBITS AND TRAVELING EXHIBITS. GALLERY EXHIBITS ARE PRESENTED IN THE ADAMS GALLERY AT SUFFOLK UNIVERSITY LAW SCHOOL. TRAVELING EXHIBITS ARE DISPLAYED ON SUFFOLK UNIVERSITY CAMPUS AND AT TOWN HALLS, EDUCATIONAL INSTITUTIONS AND OTHER ORGANIZATIONS THROUGHOUT MASSACHUSETTS. BOTH TYPES OF EXHIBITS CONNECT PEOPLE TO CONGRESSMAN MOAKLEY'S PUBLIC SERVICE AND POLITICAL LEADERSHIP LEGACY AND TO THE RESOURCES AND PROGRAMMING OF THE ARCHIVE AND INSTITUTE. CONGRESSMAN MOAKLEY PAPERS: THE CONGRESSMAN MOAKLEY PAPERS CONSIST OF 522 BOXES OF MATERIALS THAT DOCUMENT THE CONGRESSMAN'S EARLY LIFE, HIS WORLD WAR II SERVICE, HIS TERMS IN THE MASSACHUSETTS HOUSE OF REPRESENTATIVES AND SENATE, AND HIS SERVICE IN THE U.S. CONGRESS. PRIMARILY, THE COLLECTION COVERS MOAKLEY'S CONGRESSIONAL CAREER FROM 1973 TO 2001 INCLUDING DOCUMENTS RELATED TO HIS LEGISLATIVE AND POLICY CAMPAIGNS CENTERED ON HUMAN RIGHTS, THE MOAKLEY COMMISSION IN EL SALVADOR, FIRE-SAFE CIGARETTES, AND HIS PROMOTION OF DISTRICT PROJECTS SUCH AS THE BOSTON HARBOR ISLANDS, THE BIG DIG AND PRESERVATION OF HISTORIC SITES. JOHN JOSEPH MOAKLEY ORAL HISTORY PROJECT: THE MOAKLEY ARCHIVE ORAL HISTORY PROJECT SEEKS TO DOCUMENT AND PRESERVE VALUABLE INFORMATION AND OBSERVATIONS THAT MAY NOT BE A PART OF THE PAPER, PHOTOGRAPHIC, AND AUDIOVISUAL PORTIONS OF THE MOAKLEY PAPERS. RECORDING INTERVIEWS WITH THE CONGRESSMAN'S COLLEAGUES, STAFF, FAMILY, FRIENDS, CONSTITUENTS, AND OTHERS AFFECTED BY THE CENTRAL ISSUES OF HIS CAREER ALLOWS THE ARCHIVE TO DEVELOP A COMPLETE AND NUANCED PICTURE OF MOAKLEY'S LIFE AND SERVICE. |
| ENDOWMENT FUNDS | PART V, LINE 4 | SUFFOLK UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 240 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, INCLUDING BOTH DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. SPENDING FROM THE UNIVERSITY'S ENDOWMENTS IS DONOR RESTRICTED TO VARIOUS PURPOSES. A MAJORITY OF THE FUNDS PROVIDE SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO UNDERGRADUATE, GRADUATE AND LAW SCHOOL STUDENTS. SOME OF THE OTHER USES OF THE FUNDS INCLUDE, BUT ARE NOT LIMITED TO, SUPPORT FOR FELLOWSHIPS, THE CREATION AND FUNDING OF DEPARTMENT CHAIRS, SUPPORT FOR VARIOUS UNIVERSITY CENTERS, AND SUPPORT FOR THE UNIVERSITY'S TEACHING AND RESEARCH ACTIVITIES. THE UNIVERSITY'S SPENDING POLICY IS DESIGNED TO PROVIDE THE UNIVERSITY A STABLE LEVEL OF FINANCIAL SUPPORT AND TO PRESERVE THE ENDOWMENT'S REAL VALUE. |
| OTHER LIABILITIES | PART XI, LINE 2 | THE UNIVERSITY IS AN ORGANIZATION DESCRIBED UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3), AND IS GENERALLY EXEMPT FROM INCOME TAXES UNDER THE PROVISIONS OF IRC SECTION 501(A). THE UNIVERSITY BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS. |
| OTHER CHANGES IN NET ASSETS | PART XI, LINE 8 | POST - RETIREMENT OBLIGATION (132,140) ----------- TOTAL (132,140) |
| OTHER REVENUE INCLUDED ON RETURN NOT IN FINANCIAL STATEMENTS | PART XII LINE 4B | RENT EXPENSE (195,500) ----------- TOTAL (195,500) |
| OTHER EXPENSES INCLUDED IN FINANCIAL STATEMENTS NOT ON RETURN | PART XIII, LINE 2D | POST - RETIREMENT OBLIGATION 132,140 RENT EXPENSE 195,500 ----------- TOTAL 327,640 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RACIALLY NONDISCRIMINATORY POLICY | PART I, QUESTION 3 | THE UNIVERSITY ADVERTISES IN LOCAL NEWSPAPERS AND PUBLICIZES ITS POLICY ON ITS WEBSITE AND IN VARIOUS LITERATURE. |
| FINANCIAL AID OR ASSISTANCE FROM GOVERNMENTAL AGENCY | LINE 6A | THE UNIVERSITY RECEIVES AID FOR STUDENTS FROM SUCH FEDERAL PROGRAMS AS PELL, SEOG, FEDERAL WORK STUDY, PERKINS, DIRECT LOANS, ETC. THE UNIVERSITY IS ALSO THE RECIPIENT OF SEVERAL FEDERAL AND STATE GRANTS FROM SUCH AGENCIES AS OFFICE OF JUSTICE PROGRAMS, NATIONAL SCIENCE FOUNDATION AND THE U.S. DEPARTMENT OF EDUCATION, AMONG OTHERS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (27 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 1 | 51 | Program Services | EDUCATION | 5249990 |
| Sub-Saharan Africa | 1 | 72 | Program Services | EDUCATION | 2061307 |
| Central America and the Caribbean | 0 | 0 | Send agents to seminar | 3804 | |
| Central America and the Caribbean | 0 | 0 | Program Services | EDUCATION & OTHER | 48396 |
| Central America and the Caribbean | 0 | 0 | Program Services | RECRUITING | 1794 |
| East Asia and the Pacific | 0 | 0 | Send agents to seminar | 31662 | |
| East Asia and the Pacific | 0 | 0 | Program Services | EDUCATION & OTHER | 91196 |
| East Asia and the Pacific | 0 | 0 | Program Services | RECRUITING | 15401 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Send agents to seminar | 61601 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | EDUCATION & OTHER | 1554150 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | RECRUITING | 80619 |
| Middle East and North Africa | 0 | 0 | Send agents to seminar | 4106 | |
| Middle East and North Africa | 0 | 0 | Program Services | EDUCATION & OTHER | 1776 |
| Middle East and North Africa | 0 | 0 | Program Services | RECRUITING | 1025 |
| North America | 0 | 0 | Send agents to seminar | 33191 | |
| North America | 0 | 0 | Program Services | EDUCATION & OTHER | 2582 |
| North America | 0 | 0 | Program Services | RECRUITING | 5759 |
| South America | 0 | 0 | Send agents to seminar | 3312 | |
| South America | 0 | 0 | Program Services | EDUCATION & OTHER | 2983 |
| South America | 0 | 0 | Program Services | RECRUITING | 5423 |
| South Asia | 0 | 0 | Program Services | RECRUITING | 5000 |
| Sub-Saharan Africa | 0 | 0 | Program Services | EDUCATION & OTHER | 296 |
| Sub-Saharan Africa | 0 | 0 | Program Services | RECRUITING | 11048 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | 1826902 | |
| Sub-Saharan Africa | 0 | 0 | Grantmaking | 75742 | |
| Central America and the Caribbean | 0 | 0 | Grantmaking | 18697 | |
| East Asia and the Pacific | 0 | 0 | Grantmaking | 283739 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 2 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 123 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 2 | TotalNumberOfOffices |
| Total Number Of Employees | 123 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 9248359 | SubtotalAmountSpent |
| Cont Amount Spent | 2233142 | ContAmountSpent |
| Total Amount Spent | 11481501 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (4 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|---|
| FOREIGN GRANTS PAID - EUROPE | Europe/Iceland/Greenland | 134 | 1826902 |
| FOREIGN GRANTS PAID - SUB SAHARAN AFRICA | Sub-Saharan Africa | 52 | 75742 |
| FOREIGN GRANTS PAID - CENTRAL AMERICA | Cent. America/Caribbean | 3 | 18697 |
| FOREIGN GRANTS PAID - EAST ASIA/PACIFIC | East Asia/Pacific | 42 | 283739 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | true | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITOR THE USE OF GRANT FUNDS OUTSIDE THE U.S. | Identifier |
| Return Reference | PART I, LINE 2 | ReturnReference |
| Explanation | SUFFOLK UNIVERSITY DOES NOT AWARD GRANTS TO FOREIGN GOVERNMENTS OR FOREIGN ORGANIZATIONS. GRANTS TO FOREIGN INDIVIDUALS ARE IN THE FORM OF SCHOLARSHIPS THAT ARE APPLIED AGAINST TUITION THAT HAS BEEN BILLED. ALL GRANT FUNDS ARE MONITORED WITH AT LEAST TWO DIFFERENT DEPARTMENTS PROVIDING CHECKS AND BALANCES TO ENSURE THAT THE FUNDS ARE TRACKED, REPORTED AND USED AS REQUIRED IN THE GRANT LANGUAGE. TITLE IV GRANT FUNDS ARE AWARDED BY THE FINANCIAL AID OFFICE BASED ON FINANCIAL NEED AS DETERMINED BY UNIVERSITY POLICIES. RECORDS OF THE AMOUNT OF THE GRANTS, GRANTEE'S ELIGIBILITY AND SELECTION CRITERIA ARE MAINTAINED BY THE FINANCIAL AID OFFICE. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | LANGLEY INNOVATIONS | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10962 BLOOMINGDALE DRIVE | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 20852 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | STRATEGY CONSULTING | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 123748 | AmountRetainedByContractor |
| Net To Organization | 0 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 0 | TotalGrossReceipts |
| Total Retained By Contractors | 123748 | TotalRetainedByContractors |
| Total Net To Organization | 0 | TotalNetToOrganization |
| Licensed States | MA | LicensedStates |
Form990 Schedule G Part IV Form990ScheduleGPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FUNDRAISERS | PART I, LINE 2B, COLUMN (III) & (V) | LANGLEY INNOVATIONS DID NOT HAVE CUSTODY OR CONTROL OF CONTRIBUTIONS MADE TO SUFFOLK UNIVERSITY. OF THE TOTAL AMOUNT PAID TO LANGLEY INNOVATIONS BY SUFFOLK UNIVERSITY, AMOUNTS PAID FOR SERVICES WERE $105,000, AND AMOUNTS PAID FOR REIMBURSEMENT OF EXPENSES WERE $18,748. |
| STATE REGISTRATION | PART I, LINE 3 | SUFFOLK UNIVERSITY IS A PRIVATE CHARITY FOR HIGHER EDUCATION. NO REGISTRATION IS REQUIRED AS A RESULT OF THE FUNDRAISING ACTIVITIES PERFORMED BY LANGLEY INNOVATIONS. ONLY ALUMNI ARE SOLICITED IN OTHER STATES. THE UNIVERSITY DOES NOT DO MASS MAILINGS TO THE PUBLIC. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| BOSTON REDEVELOPMENT AUTHORITY | |||||||
| 1 CITY HALL | BOSTON | MA | 02201 | 046006386 | CITY OF BOSTON | 25000 | CLEAN CORNERS PRGM |
| BOSTON MUNICIPAL RESEARCH BUREAU | |||||||
| 333 WASHINGTON STREET | BOSTON | MA | 02108 | 222673755 | 501(C)(3) | 7000 | RESEARCH SUPPORT |
| NEW ENGLAND COUNCIL INC | |||||||
| 98 WASHINGTON STREET | BOSTON | MA | 02114 | 041661090 | 501(C)(6) | 5500 | SUPPORT |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID - UNIVERSITY, FEDERAL AND STATE | TypeOfGrant |
| Number Of Recipients | 5135 | NumberOfRecipients |
| Amount Of Cash Grant | 65242317 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITOR THE USE OF GRANT FUNDS IN THE U.S. | Identifier |
| Return Reference | PART I, LINE 2 | ReturnReference |
| Explanation | ALL GRANTS AWARDED ARE BASED ON NEED AND/OR MERIT AND CONFORM TO FEDERAL, STATE AND INSTITUTIONAL REGULATIONS. ELIGIBILITY IS BASED ON A THOROUGH REVIEW AND VERIFICATION OF A FAMILY'S INCOME, ASSETS, SIZE AND NUMBER OF DEPENDENTS ENROLLED IN COLLEGE. ANNUAL EXPENDITURE REPORTS ARE SUBMITTED TO THE FEDERAL AND STATE GOVERNMENTS FOR REVIEW. THE FUND EXPENDITURES ARE REVIEWED FOR COMPLIANCE IN AN ANNUAL AUDIT CONDUCTED BY AN INDEPENDENT ACCOUNTING FIRM. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | 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 | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (19 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID J SARGENT | |||||||||||||
| 370465 | 0 | 0 | 0 | 106705 | 0 | 22050 | 0 | 18680 | 0 | 517900 | 0 | 0 | 0 |
| FRANCIS X FLANNERY | |||||||||||||
| 298592 | 0 | 0 | 0 | 0 | 0 | 22050 | 0 | 10565 | 0 | 331207 | 0 | 0 | 0 |
| BARRY BROWN | |||||||||||||
| 368204 | 0 | 0 | 0 | 14394 | 0 | 22050 | 0 | 22401 | 0 | 427049 | 0 | 0 | 0 |
| JANICE GRIFFITH | |||||||||||||
| 273827 | 0 | 0 | 0 | 0 | 0 | 22050 | 0 | 7369 | 0 | 303246 | 0 | 0 | 0 |
| JOHN NUCCI | |||||||||||||
| 276684 | 0 | 0 | 0 | 48760 | 0 | 22050 | 0 | 0 | 0 | 347494 | 0 | 0 | 0 |
| NANCY STOLL | |||||||||||||
| 166460 | 0 | 0 | 0 | 1956 | 0 | 14981 | 0 | 0 | 0 | 183397 | 0 | 0 | 0 |
| MARGUERITE DENNIS | |||||||||||||
| 253508 | 0 | 0 | 0 | 0 | 0 | 22050 | 0 | 12770 | 0 | 288328 | 0 | 0 | 0 |
| CHRISTOPHER MOSHER | |||||||||||||
| 228671 | 0 | 0 | 0 | 0 | 0 | 20804 | 0 | 16693 | 0 | 266168 | 0 | 0 | 0 |
| PAUL LYONS | |||||||||||||
| 318519 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 19180 | 0 | 337699 | 0 | 0 | 0 |
| KENNETH GREENBERG | |||||||||||||
| 311550 | 0 | 0 | 0 | 1956 | 0 | 22050 | 0 | 0 | 0 | 335556 | 0 | 0 | 0 |
| BERNARD V KEENAN | |||||||||||||
| 277489 | 0 | 0 | 0 | 0 | 0 | 23659 | 0 | 24101 | 0 | 325249 | 0 | 0 | 0 |
| WILLIAM O'NEILL | |||||||||||||
| 297585 | 0 | 0 | 0 | 0 | 0 | 22050 | 0 | 18680 | 0 | 338315 | 0 | 0 | 0 |
| KAREN M BLUM | |||||||||||||
| 194565 | 0 | 0 | 0 | 43649 | 0 | 18133 | 0 | 14871 | 0 | 271218 | 0 | 0 | 0 |
| KI C HAN | |||||||||||||
| 138250 | 0 | 0 | 0 | 80585 | 0 | 0 | 0 | 16693 | 0 | 235528 | 0 | 0 | 0 |
| MARC PERLIN | |||||||||||||
| 252873 | 0 | 0 | 0 | 0 | 0 | 23525 | 0 | 19880 | 0 | 296278 | 0 | 0 | 0 |
| ALASDAIR S ROBERTS | |||||||||||||
| 219663 | 0 | 0 | 0 | 0 | 0 | 20527 | 0 | 23201 | 0 | 263391 | 0 | 0 | 0 |
| MICHAEL F DWYER | |||||||||||||
| 154954 | 0 | 0 | 0 | 34862 | 0 | 15213 | 0 | 1308 | 0 | 206337 | 0 | 0 | 0 |
| CAMILLE NELSON | |||||||||||||
| 125000 | 0 | 0 | 0 | 32958 | 0 | 11250 | 0 | 7467 | 0 | 176675 | 0 | 0 | 0 |
| ROBERT SMITH | |||||||||||||
| 218406 | 0 | 0 | 0 | 0 | 0 | 20049 | 0 | 14961 | 0 | 253416 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| HEALTH CLUB DUES | SCHEDULE J, PART I, LINE 1 | HEALTH CLUB DUES ARE PROVIDED TO BARRY BROWN AND WERE REPORTED AS TAXABLE INCOME INCLUDED ON FORM W-2. |
| SEVERANCE PAYMENT | PART I, LINE 4A | DAVID SARGENT RECEIVED A SEVERANCE PAYMENT OF $96,657. |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | PART I, LINE 4B | DAVID SARGENT PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE AMOUNT CONTRIBUTED TO THIS PLAN DURING CALENDAR YEAR 2010 WAS $159,000. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| MA HEALTH & EDUCATION FACILITIES - SER 200596 | |||||||
| 042456011 | 57586EMVO | 2009-11-13 | 18712831 | REFUND SERIES 2005 | true | false | false |
| MA HEALTH & EDUCATION FACILITIES - SER 200597 | |||||||
| 042456011 | 57586EMVO | 2009-11-13 | 46079870 | REFUND SERIES 2005 | true | false | false |
| MA HEALTH & EDUCATION FACILITIES - SER 200599 | |||||||
| 042456011 | 57586EMVO | 2009-11-13 | 13422123 | REFUND SERIES 2005 | true | false | false |
| MA HEALTH & EDUCATION FACILITIES - SER 2005NA | |||||||
| 042456011 | 57586EMVO | 2009-11-13 | 22228016 | REFUND SERIES 2005 | true | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 217955 | 0 | 18712831 | 1488668 | 0 | 16597993 | 207262 | 0 | 1820791 | 0 | 0 | 0 | 2009 | true | false | true | true |
| 536710 | 0 | 46079870 | 3665808 | 0 | 40985935 | 503395 | 0 | 4585379 | 0 | 0 | 0 | 2009 | true | false | true | true |
| 156333 | 0 | 13422123 | 1067775 | 0 | 11841964 | 147826 | 0 | 1434299 | 0 | 0 | 0 | 2009 | true | false | true | true |
| 258898 | 0 | 22228016 | 1768313 | 0 | 21880780 | 245569 | 0 | 0 | 0 | 0 | 0 | 2009 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| false | true | true | false | true | 0.00000 | 0.00000 | 0.00000 | true |
| false | true | true | false | true | 0.00000 | 0.00000 | 0.00000 | true |
| false | true | true | false | true | 0.00000 | 0.00000 | 0.00000 | true |
| false | true | true | false | true | 0.00000 | 0.00000 | 0.00000 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| false | false | false | false | false | false |
| false | false | false | false | false | false |
| false | false | false | false | false | false |
| false | false | false | false | false | false |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CAMILLE NELSON | NamePerson |
| Purpose Of Loan | MORTGAGE-RESIDENCE | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $977,650 | OriginalPrincipalAmount |
| Balance Due | 977650 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 977650 | TotalBalanceDue |
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | NA | NameOfInterestedPerson |
| Relationship With Organization | N/A | RelationshipWithOrganization |
| Amount Of Grant | 72523 | AmountOfGrant |
| Type Of Assistance | DISC. TUITION | TypeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| 73 TREMONT STREET REALTY LLC | |||
| R STAHL, TRUSTEE | 5820961 | RENT - SEE PART V | false |
| NELSON MULLINS RILEY SCARBOROUGH | |||
| W HOGAN, TRUSTEE | 121063 | LOBBYING | false |
| WILLIAM O'NEILL DEAN SBS | |||
| B O'NEILL, TRUSTEE | 338315 | EMPLOYMENT COMPENSATION | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | BUSINESS TRANSACTIONS WITH INTERESTED PERSONS | Identifier |
| Return Reference | PART IV | ReturnReference |
| Explanation | SUFFOLK UNIVERSITY ENTERED INTO A MASTER LEASE DURING JULY 2004 WITH A TRUSTEE OF THE UNIVERSITY, MRS. ROSALIE K STAHL. THE AGREEMENT WAS MADE TO ASSIST THE UNIVERSITY WITH ITS PLANS FOR FACILITIES EXPANSION IN A VERY CROWDED DOWNTOWN BOSTON LOCATION. THE TRUSTEE PURCHASED AN $85,000,000 OFFICE BUILDING AT 73 TREMONT STREET, BOSTON, MA, THROUGH A SINGLE PURPOSE ENTITY, 73 TREMONT STREET REALTY LLC, IN WHICH THE TRUSTEE IS THE SOLE SHAREHOLDER, THE LLC OBTAINED A $68,000,000 MORTGAGE ON THE PROPERTY. EXISTING LEASES WERE SUBORDINATED TO THE MASTER LEASE. THE MASTER LEASE OBLIGATES THE UNIVERSITY TO PAY TO THE LLC A MONTHLY RENT COMPRISED OF TWO SEPARATE COMPONENTS: THE MORTGAGE PAYMENT AND ONE-TWELFTH OF A FIXED ANNUAL MINIMUM RENT. THE MASTER LEASE IS A TRUE NET LEASE AND OBLIGATES THE UNIVERSITY TO OPERATE AND MAINTAIN THE BUILDING IN ALL RESPECTS. IN EXCHANGE, THE UNIVERSITY IS PERMITTED TO RETAIN ALL RENTS AND OTHER PAYMENTS DUE UNDER THE EXISTING LEASES. THE VALUE OF THE BUILDING WAS ARRIVED AT THROUGH AN INDEPENDENT APPRAISAL. THE TERMS OF THE MORTGAGE WERE NEGOTIATED WITH CITIZENS BANK. ALSO NEGOTIATED AT ARMS LENGTH, VIA LAWYERS FOR EACH PARTY, WAS THE UNIVERSITY'S AGREEMENT TO PAY THE CLOSING AND OTHER RELATED COSTS OF THE LLC. THE LEASE TERM IS FROM 7/19/2004 THROUGH 1/31/2025 WITH FOUR OPTIONS TO RENEW OF FIVE YEARS EACH. TERMS AFTER THE FIRST FIVE YEARS ARE SIMILAR TO THE INITIAL YEARS. DURING THE YEAR, SUFFOLK UNIVERSITY OBTAINED PROFESSIONAL SERVICES FROM NELSON MULLINS RILEY & SCARBOROUGH, LLP IN WHICH WILLIAM T. HOGAN, TRUSTEE OF THE UNIVERSITY, IS AN OWNER/PRINCIPAL. THE AMOUNT PAID TO NELSON MULLINS RILEY & SCARBOROUGH, LLP FOR SERVICES RENDERED WAS $121,063 FOR THE YEAR ENDED JUNE 30, 2011. THE UNIVERSITY SELECTED NELSON MULLINS RILEY & SCARBOROUGH, LLP BECAUSE OF ITS EXPERIENCE WITH EDUCATIONAL ISSUES WITHIN THE COMMONWEALTH OF MASSACHUSETTS AND WASHINGTON, DC. MR. HOGAN WAS NOT INVOLVED IN ANY SERVICES PROVIDED TO SUFFOLK UNIVERSITY. THE UNIVERSITY BELIEVES THAT THE AMOUNTS PAID WERE AT OR BELOW FAIR MARKET VALUE FOR THE SERVICES RECEIVED. DURING THE YEAR, SUFFOLK UNIVERSITY MADE EMPLOYMENT COMPENSATION PAYMENTS TO WILLIAM O'NEILL, A KEY EMPLOYEE. WILLIAM O'NEILL IS THE BROTHER OF BRIAN T O'NEILL, TRUSTEE. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 12 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 214085 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MEAN PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | USE OF THIRD PARTY TO SOLICIT, PROCESS, OR SELL NONCASH CONTRIBUTIONS | Identifier |
| Return Reference | PART I, LINE 32B | ReturnReference |
| Explanation | THE UNIVERSITY USES A BROKERAGE ACCOUNT AT DEUTSCHE BANK TO RECEIVE AND SELL GIFTS OF MARKETABLE SECURITIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MISSION STATEMENT | PART I AND PART III LINE 1 | SUFFOLK UNIVERSITY IS A PRIVATE, COMPREHENSIVE, URBAN UNIVERSITY LOCATED ON HISTORIC BEACON HILL IN BOSTON, WITH THREE OTHER MASSACHUSETTS LOCATIONS AND AN INTERNATIONAL CAMPUS IN MADRID, SPAIN. SUFFOLK UNIVERSITY'S MISSION IS TO PROVIDE QUALITY EDUCATION AT A REASONABLE COST FOR STUDENTS OF ALL AGES AND BACKGROUNDS WITH STRONG EMPHASIS ON DIVERSITY. THE UNIVERSITY IS COMMITTED TO EDUCATING STUDENTS TO BECOME LIFELONG LEARNERS, AS WELL AS PROFESSIONALS WHO LEAD AND SERVE THE COMMUNITIES IN WHICH THEY LIVE AND WORK. THE UNIVERSITY SEEKS TO PREPARE STUDENTS TO LIVE IN A DIVERSE, GLOBAL SOCIETY, APPRECIATING THE RICHNESS OF VARIOUS CULTURES. THE UNIVERSITY ACCOMPLISHES ITS MISSION BY PROVIDING EDUCATIONAL OPPORTUNITIES THROUGH UNDERGRADUATE STUDY, GRADUATE STUDY, AND PROFESSIONAL TRAINING. SUFFOLK UNIVERSITY IS A TEACHING UNIVERSITY, WHERE RESEARCH AND SCHOLARSHIP ARE INTERRELATED WITH THE UNIQUE CHARACTER OF EACH ACADEMIC DISCIPLINE. IT DOES SO BY MEANS OF COURSES THAT PROVIDE THEORETICAL, EXPERIENTIAL, AND PRACTICAL DIMENSIONS. THE UNIVERSITY SUPPORTS AND ENCOURAGES DIVERSITY IN A CHALLENGING, SUPPORTIVE ENVIRONMENT FOR MOTIVATED AND CAPABLE STUDENTS FROM VARIOUS BACKGROUNDS AND CULTURES. |
| PROGRAM SERVICE ACCOMPLISHMENTS | PART III | LINE 4A FACULTY SCHOLARSHIP SUPPORTS DIVERSIFIED LIBERAL ARTS CONCENTRATIONS AVAILABLE IN THE HUMANITIES, THE NATURAL SCIENCES AND THE SOCIAL SCIENCES, ALONG WITH GRADUATE PROGRAMS IN SEVERAL FIELDS, MOST OFFERING CAREER-RELATED PROFESSIONAL PROGRAM TRACKS AND PRACTICAL EXPERIENCE ON OR OFF CAMPUS. LINE 4C THE LAW SCHOOL'S GOAL IS TO PROVIDE ITS STUDENTS WITH ACCESS TO AN EXCELLENT LEGAL EDUCATION, INSPIRE A COMMITMENT TO JUSTICE, AND PROVIDE ITS GRADUATES THE OPPORTUNITY TO ACHIEVE THEIR CAREER ASPIRATIONS. |
| FAMILY RELATIONSHIPS | PART VI, LINE 2 | BRIAN T O'NEILL, TRUSTEE, IS THE BROTHER OF WILLIAM O'NEILL, A KEY EMPLOYEE. BARRY BROWN, PROVOST, IS A TRUSTEE OF CERTAIN BUSINESS INTERESTS OF ROSALIE STAHL. TRUSTEES JOHN A BRENNAN AND LEO J CORCORAN HAVE A BUSINESS RELATIONSHIP. |
| FORM 990 REVIEW PROCESS | PART VI, LINE 11A | THE CONTROLLER OF SUFFOLK UNIVERSITY IS RESPONSIBLE FOR DRAFTING FORM 990. THE COMPLETED DRAFT FORM 990 IS SUBMITTED FOR REVIEW TO THE UNIVERSITY'S TAX ADVISOR. RECOMMENDED CHANGES ARE DISCUSSED WITH SENIOR MANAGEMENT AND INCORPORATED INTO THE RETURN. THE DRAFT FORM IS THEN PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE TO ENABLE A DETAILED AND CONSCIENTIOUS REVIEW BY ALL MEMBERS OF THE COMMITTEE WITH SENIOR MANAGEMENT AND THE UNIVERSITY'S TAX ADVISOR. ALL QUESTIONS AND CONCERNS OF THE AUDIT COMMITTEE MEMBERS ARE ADDRESSED AND INCORPORATED INTO THE FORM AS APPROPRIATE. AFTER THE AUDIT COMMITTEE REVIEW, ALL MEMBERS OF THE GOVERNING BODY ARE PROVIDED A LINK TO A PASSWORD-PROTECTED WEB SITE ON WHICH THE ENTIRE FORM 990 CAN BE VIEWED IN ADVANCE OF THE FILING DEADLINE. ALL QUESTIONS AND CONCERNS OF THE MEMBERS OF THE BOARD OF TRUSTEES ARE ADDRESSED BY THE TREASURER AND INCORPORATED INTO THE FORM 990 AS APPROPRIATE. AFTER ALL OF THE INPUT FROM THE BOARD OF TRUSTEES AND THE AUDIT COMMITTEE HAS BEEN APPROPRIATELY ADDRESSED, THE TREASURER OF THE UNIVERSITY IS AUTHORIZED TO FILE THE FORM 990. |
| CONFLICT OF INTEREST POLICY | PART VI, LINE 12C | THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OBTAINING A CONFLICT OF INTEREST DISCLOSURE STATEMENT FROM ALL BOARD MEMBERS, OFFICERS OF THE UNIVERSITY, AND ALL EMPLOYEES OF THE UNIVERSITY HOLDING CERTAIN POSITIONS AS DETERMINED BY THE FINANCE COMMITTEE, REFERRED TO AS COVERED PERSONS. THE DISCLOSURE STATEMENT IS TO BE COMPLETED UPON FIRST ACCEDING TO THE OFFICE POSITION, UPON MATERIAL CHANGE IN THE INFORMATION REQUESTED, AND IN JULY OF EACH YEAR. THE FINANCE COMMITTEE PROVIDES THE BOARD WITH A SUMMARY REPORT OF ANY CONFLICT OF INTEREST AT LEAST ANNUALLY, AND MORE FREQUENTLY AS APPROPRIATE. THE FINANCE COMMITTEE MAY INVITE THE COVERED PERSON TO MAKE A PRESENTATION AT A MEETING TO DISCUSS THE TRANSACTION. THE FINANCE COMMITTEE WILL THEN DETERMINE BY A MAJORITY VOTE WHETHER THE TRANSACTION IS IN THE UNIVERSITY'S BEST INTEREST, AND WHETHER IT IS FAIR AND REASONABLE, AND THEREFORE WHETHER THE UNIVERSITY MAY OR MAY NOT ENTER INTO THE TRANSACTION. |
| COMPENSATION SETTING PROCESS | PART VI, LINE 15A | FORMER PRESIDENT DAVID SARGENT FOR THE COMPENSATION OF THE FORMER PRESIDENT, A SPECIAL PRESIDENTIAL COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES WAS FORMED. THE COMMITTEE HAD THE RESPONSIBILITY FOR HIRING AN INDEPENDENT FIRM TO ANALYZE AND COMPARE THE COMPENSATION OF CEOS AT COMPARABLE INSTITUTIONS. AFTER REVIEWING THE RESULTS OF THE STUDY, THE COMMITTEE APPROVED A CONTRACT FOR A PERIOD OF SEVERAL YEARS PREPARED BY THE RETAINED INDEPENDENT FIRM. THE CONTRACT INCLUDED ANNUAL SALARY ADJUSTMENTS AND PERFORMANCE AWARDS. THE BOARD OF TRUSTEES VOTED ON AND APPROVED THE CONTRACT. THE CHAIR OF THE BOARD OF TRUSTEES REVIEWED THE PERFORMANCE OF THE FORMER PRESIDENT AND REPORTED THE FINDINGS TO THE BOARD. ACTING PRESIDENT BARRY BROWN FOR THE COMPENSATION OF THE ACTING PRESIDENT, THE BOARD OF TRUSTEES HAD RESPONSIBILITY FOR HIRING AN INDEPENDENT FIRM TO ANALYZE AND COMPARE THE COMPENSATION OF CEOS AT COMPARABLE INSTITUTIONS. AFTER REVIEWING THE RESULTS OF THE STUDY, THE COMMITTEE APPROVED AN AT-WILL CONTRACT FOR, IN ANY EVENT, NO LONGER THAN 2 YEARS, WHICH WAS PREPARED BY THE UNIVERSITY'S OUTSIDE COUNSEL. THE CONTRACT INCLUDED A SET STIPEND-SALARY FOR SERVICE AS ACTING PRESIDENT. THERE WERE NO PERFORMANCE AWARDS OR BONUSES. THE BOARD OF TRUSTEES VOTED ON AND APPROVED THE CONTRACT. THE ACTING PRESIDENT REPORTED TO THE CHAIR OF THE BOARD OF TRUSTEES AND THE BOARD. THE COMPENSATION OF ALL OTHER OFFICERS, AS WELL AS KEY EMPLOYEES, IS ESTABLISHED AS PART OF THE ANNUAL BUDGET APPROVAL PROCESS. THE BUDGET OFFICE OBTAINS RECOMMENDATIONS FROM THE HUMAN RESOURCES OFFICE AS TO SALARY ADJUSTMENTS BASED ON THEIR STUDIES OF OTHER SIMILAR SIZE, OR OTHERWISE COMPARABLE, UNIVERSITY PERSONNEL SALARIES. TYPICALLY OFFICERS AND KEY EMPLOYEES RECEIVE A FLAT PERCENTAGE INCREASE THAT IS THE SAME FOR ALL. THE BOARD OF TRUSTEES APPROVES THE FINAL BUDGET. |
| PUBLIC DISCLOSURE | PART VI, LINE 19 | ALL REQUESTS FOR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND TAX RETURNS ARE RECEIVED BY THE PRESIDENT AND/OR VICE PRESIDENT'S OFFICES AND ARE TURNED OVER TO THE TREASURER'S OFFICE FOR IMMEDIATE RESPONSE. TAX RETURNS AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S AND GUIDESTAR'S WEBSITES. |
| OTHER CHANGES IN NET ASSETS | PART XI, LINE 5 | UNREALIZED GAIN ON INVESTMENTS 28,552,798 POST - RETIREMENT OBLIGATION (132,140) ----------- TOTAL 28,420,658 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Legal Domicile StateLegalDomicileState |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUFFOLK UNIVERSITY MADRID CAMPUS SL | ||||||||||||||||
| CALLE VINA 3 | MADRID | SP | 28003 | 999999999 | HIGHER EDUCATION | SP | NA | C CORP | 3971717 | 802106 | 1.00000 | |||||
| THE EDWARD & SYDELL MASTERMAN 2007 CRUT | ||||||||||||||||
| 046712711 | INVESTING | NA | TRUST | 0 | 1032000 | 1.00000 | ONE INTERNATIONAL PLACE | BOSTON | MA | 02110 | MA | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUFFOLK UNIVERSITY MADRID CAMPUS SL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionType |
| Amount Involved | 3552508 | AmountInvolved |