COLLEGE OF OUR LADY OF THE ELMS: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- COLLEGE OF OUR LADY OF THE ELMS (EIN 04-2225850)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-30
- IRS object ID
- 201240909349300949
- Schema version
- 2010v3.4
- 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 D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-30T15:45:49-05:00 | 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 | MEYERS BROTHERS KALICKA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 WHITNEY AVE SUITE 800 | AddressLine1 |
| City | HOLYOKE | City |
| State | MA | State |
| ZIP Code | 01040 | 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 | 042225850 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLEGE OF OUR LADY OF THE ELMS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COLL | NameControl |
| Phone | 4135942761 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 291 SPRINGFIELD STREET | AddressLine1 |
| City | CHICOPEE | City |
| State | MA | State |
| ZIP Code | 01013 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN DOHERTY | Name |
| Title | VP OF FINANCE AND ADMINISTRATION | Title |
| Phone | 4135942761 | Phone |
| Date Signed | 2012-03-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RUDY M D'AGOSTINO | Name |
| Phone | 4135368510 | Phone |
| Date Prepared | 2012-03-27 | DatePrepared |
| 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 | BRIAN DOHERTY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 291 SPRINGFIELD STREET | AddressLine1 |
| City | CHICOPEE | City |
| State | MA | State |
| ZIP Code | 01013 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 32550133 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ELMS.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1928 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | ASSIST STUDENTS IN THE PURSUIT OF ACADEMIC EXCELLENCE AND TRUTH BY OFFERING ENRICHING COURSES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 753 | TotalNbrEmployees |
| Total Nbr Volunteers | 130 | TotalNbrVolunteers |
| Total Gross UBI | 81466 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -95812 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5548057 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4317869 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 25513653 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 27759493 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 181522 | InvestmentIncomePriorYear |
| Investment Income Current Year | 112233 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 454849 | OtherRevenuePriorYear |
| Other Revenue Current Year | 360538 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 31698081 | TotalRevenuePriorYear |
| Total Revenue Current Year | 32550133 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 10899129 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12641911 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10971875 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11495112 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1493505 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7105196 | OtherExpensePriorYear |
| Other Expenses Current Year | 7536952 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 28976200 | TotalExpensesPriorYear |
| Total Expenses Current Year | 31673975 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2721881 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 876158 | RevenuesLessExpensesCY |
| Total Assets BOY | 24078635 | TotalAssetsBOY |
| Total Assets EOY | 29638860 | TotalAssetsEOY |
| Total Liabilities BOY | 10577454 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13893608 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13501181 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15745252 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE COLLEGE OF OUR LADY OF THE ELMS, A CATHOLIC COLLEGE, EDUCATES A DIVERSE GROUP OF WOMEN AND MEN IN A SUPPORTIVE, VIBRANT LEARNING COMMUNITY. COMBINING A LIBERAL ARTS EDUCATION WITH PROFESSIONAL STUDIES, ELMS COLLEGE EMPOWERS STUDENTS TO EFFECT POSITIVE CHANGES IN THE COMMUNITY AND IN THE WORLD. AFFIRMING THE FOUNDING TRADITION OF THE SISTERS OF ST. JOSEPH, ELMS COLLEGE CHALLENGES STUDENTS TO EMBRACE CHANGE WITHOUT COMPROMISING PRINCIPLE, TO RESPOND CREATIVELY TO THE DEMANDS OF THEIR CHOSEN CAREERS, AND TO ADVOCATE FOR PEOPLE IN NEED. ELMS COLLEGE IS A COMMUNITY ROOTED IN FAITH, EDUCATED IN MIND, COMPASSIONATE IN HEART, AND RESPONSIVE TO CIVIC AND SOCIAL OBLIGATIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 26351524 | Expense |
| Grants | 12641910 | Grants |
| Revenue | 24552184 | Revenue |
| Description | THE COLLEGE IS DEVOTED TO EDUCATING MEN & WOMEN & HAS ADAPTED TO CHANGING TIMES BY DEVELOPING INNOVATIVE PROGRAMS DESIGNED TO PREPARE THEM FOR LEADERSHIP IN A WIDE VARIETY OF FIELDS. EDUCATIONAL PROGRAMS ARE OFFERED IN SEVEN DIFFERENT SESSIONS. IN FY10/11, WE SERVED 1,423 FULL AND PART TIME STUDENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1273106 | Expense |
| Revenue | 3338477 | Revenue |
| Description | AUXILIARY SERVICES INCLUDE CAFETERIA, HEALTH CENTER, AND OTHER FACILITIES PROVIDED FOR THE CONVENIENCE OF THE STUDENTS, FACULTY, ADJUNCT, AND STAFF. 1,923 PEOPLE COULD BE SERVICED. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 27624630 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 68 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 753 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN DOHERTY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4135942761 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 291 SPRINGFIELD STREET | AddressLine1 |
| City | CHICOPEE | City |
| State | MA | State |
| ZIP Code | 01013 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ANN M CALLAHAN | |||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| LINDA KC MANSFIELD | |||||||
| CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| RICHARD BOURGEOIS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CAROLYN CONNELLY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| KATHI DONAHUE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BARBARA FAILLE SSJ | |||||||
| TRUSTEE THROUGH 10/2010 | 2.00 | X | 0 | 0 | 0 | ||
| JOHN M FLYNN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM FRAIN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| GINA M GOLASH | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CATHERINE HOMROK SSJ | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CAROLYN JACOBS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ATTY RICHARD J KOS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CYNTHIA LYONS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOSEPH A MAROIS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| WAYNE MCCARY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MARLENE M MUCHA SSJ | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ATTY THOMAS D MURPHY JR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DAVID O'BRIEN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JASON OSTRANDER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MARY QUINN SSJ | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| KATHLEEN RIORDAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOAN SCHNEIDER SSJ | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| PAUL M STELZER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ELLEN W FREYMAN ESQ | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ANN KEEFE SSJ | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MARY REAP IHM-SEE SCHEDULE O | |||||||
| PRESIDENT | 35.00 | X | 0 | 0 | 33852 | ||
| BRIAN DOHERTY | |||||||
| VP OF FIN & ADMIN/TREASURER | 35.00 | X | 156001 | 0 | 39398 | ||
| WALTER BREAU | |||||||
| VP OF ACADEMIC AFFAIRS | 35.00 | 124635 | 0 | 16314 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 280636 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 89564 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ARAMARK CORPORATION | |||||
| PO BOX 33170 | NEWARK | NJ | 07188 | FOOD SERVICE | 1197656 |
| HEALTH NEW ENGLAND | |||||
| PO BOX 415425 | BOSTON | MA | 02241 | HEALTH INSURANCE | 1059990 |
| MAROIS CONSTRUCTION | |||||
| 262 OLD LYMAN ROAD | SOUTH HADLEY | MA | 01075 | CONSTRUCTION COMPANY | 634634 |
| SISTERS SERVANT OF THE IMMACULATE HEART | |||||
| 2300 ADAMS AVE | SCRANTON | PA | 18509 | PURCHASED SERVICES | 221100 |
| FOLLETT HIGHER EDUCATION | |||||
| 3146 SOLUTIONS CENTER | CHICAGO | IL | 60677 | BOOKSTORE MANAGEMENT | 180294 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 9 | NumberOfContractorsGT100K |
| Government Grants | 2713024 | GovernmentGrants |
| All Other Contributions | 1604845 | AllOtherContributions |
| Noncash Contributions | 45375 | NoncashContributions |
| Total Contributions | 4317869 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611310 | 24421016 | 24421016 |
| ROOM, BOARD, BOOKS | 611310 | 3338477 | 3338477 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 27759493 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 112233 | TotalRevenueColumn |
| Exclusion | $112,233 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 51848 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 51848 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 51848 | TotalRevenueColumn |
| Unrelated Business Revenue | 3080 | UnrelatedBusinessRevenue |
| Exclusion | $48,768 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| WORK STUDY | 611310 | 102213 | 102213 | ||
| FITNESS CENTER:NONSTUD | 713940 | 58863 | 58863 | ||
| OTHER INCOME | 611310 | 38664 | 7475 | 1848 | $29,341 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 108950 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21480 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 17675 | UnrelatedBusinessRevenue |
| Exclusion | $69,795 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 308690 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 32550133 | TotalRevenueColumn |
| Related Or Exempt Function Income | 27890661 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 81466 | UnrelatedBusinessRevenue |
| Exclusion | $260,137 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12548951 | Total |
| Program Services | 12548951 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92960 | Total |
| Program Services | 92960 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 230069 | Total |
| Program Services | 5078 | ProgramServices |
| Management And General | 199602 | ManagementAndGeneral |
| Fundraising | 25389 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9421580 | Total |
| Program Services | 7953845 | ProgramServices |
| Management And General | 645487 | ManagementAndGeneral |
| Fundraising | 822248 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 292508 | Total |
| Program Services | 236647 | ProgramServices |
| Management And General | 29887 | ManagementAndGeneral |
| Fundraising | 25974 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 855207 | Total |
| Program Services | 671092 | ProgramServices |
| Management And General | 94925 | ManagementAndGeneral |
| Fundraising | 89190 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 695748 | Total |
| Program Services | 585437 | ProgramServices |
| Management And General | 57209 | ManagementAndGeneral |
| Fundraising | 53102 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45156 | Total |
| Management And General | 45156 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74300 | Total |
| Management And General | 74300 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37488 | Total |
| Program Services | 30365 | ProgramServices |
| Management And General | 6373 | ManagementAndGeneral |
| Fundraising | 750 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192985 | Total |
| Program Services | 164679 | ProgramServices |
| Management And General | 17337 | ManagementAndGeneral |
| Fundraising | 10969 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184703 | Total |
| Program Services | 86453 | ProgramServices |
| Management And General | 22728 | ManagementAndGeneral |
| Fundraising | 75522 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2095814 | Total |
| Program Services | 1762481 | ProgramServices |
| Management And General | 272852 | ManagementAndGeneral |
| Fundraising | 60481 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38400 | Total |
| Program Services | 5760 | ProgramServices |
| Management And General | 3840 | ManagementAndGeneral |
| Fundraising | 28800 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 783162 | Total |
| Program Services | 634361 | ProgramServices |
| Management And General | 133138 | ManagementAndGeneral |
| Fundraising | 15663 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173160 | Total |
| Program Services | 149187 | ProgramServices |
| Management And General | 2631 | ManagementAndGeneral |
| Fundraising | 21342 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 208107 | Total |
| Program Services | 155153 | ProgramServices |
| Management And General | 12297 | ManagementAndGeneral |
| Fundraising | 40657 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 306077 | Total |
| Program Services | 169864 | ProgramServices |
| Management And General | 125270 | ManagementAndGeneral |
| Fundraising | 10943 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1264080 | Total |
| Program Services | 701564 | ProgramServices |
| Management And General | 517009 | ManagementAndGeneral |
| Fundraising | 45507 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 156171 | Total |
| Program Services | 126499 | ProgramServices |
| Management And General | 26549 | ManagementAndGeneral |
| Fundraising | 3123 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EQUIPMENT RENTAL & MAIN | 830823 | 663775 | 124854 | 42194 |
| WORK STUDY EXPENSE | 296176 | 246596 | 39187 | 10393 |
| UNEMPLOYMENT/ TEMP HELP | 228306 | 144280 | 80839 | 3187 |
| EDUCATIONAL | 131211 | 131211 | ||
| INSTITUTIONAL SUPPORT | 104735 | 104735 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 386098 | Total |
| Program Services | 253657 | ProgramServices |
| Management And General | 24370 | ManagementAndGeneral |
| Fundraising | 108071 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31673975 | Total |
| Program Services | 27624630 | ProgramServices |
| Management And General | 2555840 | ManagementAndGeneral |
| Fundraising | 1493505 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 298432 | BOY |
| EOY | 3699074 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2694807 | BOY |
| EOY | 1548318 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 348081 | BOY |
| EOY | 592074 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 987123 | BOY |
| EOY | 989071 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 342918 | BOY |
| EOY | 301845 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 32549174 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 19134163 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11885283 | BOY |
| EOY | 13415011 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4921929 | BOY |
| EOY | 6311606 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2304300 | BOY |
| EOY | 2502081 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 295762 | BOY |
| EOY | 279780 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24078635 | BOY |
| EOY | 29638860 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1598978 | BOY |
| EOY | 2117192 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1895567 | BOY |
| EOY | 1927568 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1990147 | BOY |
| EOY | 4950000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216240 | BOY |
| EOY | 243273 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3966502 | BOY |
| EOY | 3851919 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 910020 | BOY |
| EOY | 803656 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10577454 | BOY |
| EOY | 13893608 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3239519 | BOY |
| EOY | 4826226 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2986681 | BOY |
| EOY | 3408243 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7274981 | BOY |
| EOY | 7510783 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13501181 | BOY |
| EOY | 15745252 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24078635 | BOY |
| EOY | 29638860 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 876158 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1367913 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 48000 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7061718 | BeginningOfYearBalance |
| Contributions | 182541 | Contributions |
| Investment Earnings Or Losses | 1386673 | InvestmentEarningsOrLosses |
| Administrative Expenses | 34293 | AdministrativeExpenses |
| End Of Year Balance | 8596639 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5865540 | BeginningOfYearBalance |
| Contributions | 565711 | Contributions |
| Investment Earnings Or Losses | 672326 | InvestmentEarningsOrLosses |
| Administrative Expenses | 41859 | AdministrativeExpenses |
| End Of Year Balance | 7061718 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6995525 | BeginningOfYearBalance |
| Contributions | 270332 | Contributions |
| Investment Earnings Or Losses | -1379596 | InvestmentEarningsOrLosses |
| Administrative Expenses | 20721 | AdministrativeExpenses |
| End Of Year Balance | 5865540 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.87000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.13000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 109370 | OtherCostOrOtherBasis |
| Book Value | 109370 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19029982 | OtherCostOrOtherBasis |
| Depreciation | 9372964 | Depreciation |
| Book Value | 9657018 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8747076 | OtherCostOrOtherBasis |
| Depreciation | 6899369 | Depreciation |
| Book Value | 1847707 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4662746 | OtherCostOrOtherBasis |
| Depreciation | 2861830 | Depreciation |
| Book Value | 1800916 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 13415011 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| FIXED INCOME INVESTMENTS | 618893 | F |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | 495304 | F |
| LIMITED PARTNERSHIPS | 1387884 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2502081 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| GRANTS REFUNDABLE | $665,107 |
| ANNUITY OBLIGATIONS | $116,172 |
| CAPITAL LEASES | $22,377 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 803656 | TotalOfAmounts |
| Total Revenue | 32550133 | TotalRevenue |
| Total Expenses | 31673975 | TotalExpenses |
| Excess Or Deficit For Year | 876158 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1302657 | NetUnrealizedGLOnInvestments |
| Other | $65,256 | OtherAmount |
| Total Adjustments | 1367913 | TotalAdjustments |
| Excess Or Deficit Per FS | 2244071 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 21276135 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1302657 | NetUnrealizedGainsInvestments |
| Other Revenues | 65256 | OtherRevenues |
| Revenue Not Rptd F990 | 1367913 | RevenueNotRptdF990 |
| Revenue Subtotal | 19908222 | RevenueSubtotal |
| Other Revenues Not Included | 12641911 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 12641911 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 32550133 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 19032064 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 19032064 | ExpensesSubtotal |
| Other Expenses Not Included | 12641911 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 12641911 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 31673975 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | DESCRIPTION OF COLLECTION: 33" X 20" WATERCOLOR BY ENRICO TARENGHI WITH VALUE OF $14,000 AND 40 ETCHINGS BY SEARS GALLAGHER WITH TOTAL VALUE OF $34,000. THE ARTWORK PROVIDES AN EXAMPLE OF HOLISTIC ENRICHMENT FOR THE STUDENTS AND PROMOTES THE CONCEPTS SET FORTH IN A LIBERAL ARTS COLLEGE. | |
| PART IV, LINE 2B: | ASSETS HELD FOR OTHERS REPRESENT FUNDS PLACED ON DEPOSIT BY EACH CLASS AND OTHER GROUPS WITH THE COLLEGE AS CUSTODIAN. | |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE HELD FOR STUDENT SCHOLARSHIPS, CONVOCATION AWARDS, AND TO SUPPORT LIBRARY AND EDUCATION DEPARTMENT OPERATIONS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| NET CHANGE ON INVESTMENTS HELD IN TRUST BY OTHERS 65,256. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 65,256. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| SCHOLARSHIPS AND AWARDS 12,641,911. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| SCHOLARSHIPS AND GRANTS 12,641,911. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: | |
| PART X, LINE 2: PROFESSIONAL ACCOUNTING STANDARDS PROVIDE DETAILED GUIDANCE FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN THE COLLEGE'S FINANCIAL STATEMENTS, IN ACCORDANCE WITH PROFESSIONAL STANDARDS RELATED TO THE ACCOUNTING FOR INCOME TAXES. THEY REQUIRE AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. A TAX POSITION IS DEEMED TO INCLUDE SUCH THINGS AS THE COLLEGE'S TAX EXEMPT STATUS. MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION. THE COLLEGE'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR ALL YEARS ENDING ON OR AFTER JUNE 30, 2008. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE SCHOOL'S STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN ALL APPROPRIATE SCHOOL PUBLICATIONS. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | 6A: THE COLLEGE RECEIVES GOVERNMENT FINANCIAL ASSISTANCE TO PASS ON TO THE STUDENTS AS SCHOLARSHIPS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|
| SOUTH AMERICA | 0 | 0 | GRANTS | 13000 |
| EUROPE | 0 | 0 | GRANTS | 12061 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS | 52399 |
| AFRICA | 0 | 0 | GRANTS | 15500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 92960 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 92960 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (4 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| SCHOLARSHIP | SOUTH AMERICA | 1 | 13000 | CREDIT TO TUITION BALANCE |
| SCHOLARSHIP | EUROPE | 2 | 12061 | CREDIT TO TUITION BALANCE |
| SCHOLARSHIP | EAST ASIA AND THE PACIFIC | 4 | 52399 | CREDIT TO TUITION BALANCE |
| SCHOLARSHIP | AFRICA | 3 | 15500 | CREDIT TO TUITION BALANCE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: DIRECT PAYMENT OF TUITION | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (9 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS AND GRANTS | 3113 | 8463031 |
| FAMILY RATE/SIBLING DISCOUNT | 38 | 46420 |
| TRANSFER SCHOOL | 214 | 473000 |
| ELMS DEANERY AWARDS | 90 | 547951 |
| FEDERAL SEOG | 184 | 42153 |
| ELMS PHI | 30 | 160000 |
| ELMS NON-RENEWABLE GRANT | 1 | 1282 |
| GOVERNMENTAL APPROPRIATIONS | 904 | 2713024 |
| SCHOLARSHIPS TO PUERTO RICO STUDENTS | 6 | 102090 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: FINANCIAL AID DISBURSEMENTS ARE MADE TO STUDENTS QUALIFYING FOR FINANCIAL GRANTS AND ARE BASED ON DEMONSTRATED FINANCIAL NEED AS REPORTED THROUGH SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID (SSSFA) APPLICATIONS. THEY ARE MONITORED IN ACCORDANCE WITH FEDERAL REGULATIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BRIAN DOHERTY | NamePerson |
| Base Compensation Filing Org | 156001 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 39398 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 195399 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | BRIAN DOHERTY, $31,152 WAS ACCRUED ON HIS BEHALF. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 043431814 | IssuerEIN |
| CUSIP Number | NONEAVAIL | CUSIPNumber |
| Date Issued | 2010-12-29 | DateIssued |
| Issue Price | 4950000 | IssuePrice |
| Description Of Purpose | BUILDING RENOVATIONS, PAY OFF PREVIOUS 1999 SERIES BOND AND OTHER DEBT. | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 1943909 | AmountRetired |
| Total Proceeds | 4950000 | TotalProceeds |
| Issuance Costs From Proceeds | 75855 | IssuanceCostsFromProceeds |
| Capital Expenditures | 2266488 | CapitalExpenditures |
| Other Spent Proceeds | 663749 | OtherSpentProceeds |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 0 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| MAROIS CONSTRUCTION | |||
| OWNER IS A BOARD TRUSTEE | 749500 | THE COLLEGE UTILIZED THE CONSTRUCTION FIRM OWNED BY A TRUSTEE. | 0 |
| CHICOPEE SAVINGS BANK | |||
| BOARD MEMBERS ARE OFFICERS OF THE BANK | 306273 | CHICOPEE SAVINGS BANK HAS SEVERAL BANK NOTES OUSTANDING WITH COLLEGE OF OUR LADY OF THE ELMS. AMOUNT OF TRANSACTION LISTED INCLUDES INTEREST AND FEES PAID TO THE BANK. | 0 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 19415 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | FURNITURE | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 25960 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | REPLACEMENT VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE COLLEGE'S CPA FIRM PREPARES THE 990 WHICH IS SUBSEQUENTLY REVIEWED BY THE COLLEGE'S VP OF FINANCE. THE 990 IS THEN PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW AND THEY VOTE TO ACCEPT THE 990 FOR FILING. THE 990 IS THEN PLACED ON A SECURE WEBSITE FOR BOARD MEMBERS TO REVIEW PRIOR TO THE 990 BEING FILED. | |
| COPIES OF THE CONFLICT OF INTEREST POLICY ARE DISTRIBUTED TO ALL BOARD MEMBERS, COMMITTEE MEMBERS, AND KEY EMPLOYEES. THEY ARE REQUIRED TO MAKE A PROMPT, FULL AND FRANK DISCLOSURE OF THEIR INTEREST TO THE BOARD OR COMMITTEE PRIOR TO ITS ACTING ON ANY CONFLICTED TRANSACTION. ANY BOARD MEMBER WITH A CONFLICT OF INTEREST MUST ABSTAIN FROM VOTING ON ANY RELATED ISSUES. | FORM 990, PART VI, SECTION B, LINE 12C | |
| ELMS COLLEGE'S PROCESS FOR DETERMINING COMPENSATION OF ITS PRESIDENT AND SENIOR MANAGEMENT INCLUDES A MARKET ANALYSIS USING COMPENSATION SURVEYS FROM PROFESSIONAL ORGANIZATIONS SUCH AS CUPA, AS WELL AS THE DIVISION OF LABOR STATISTICS FOR SALARIES IN THE 25%-50% PERCENTILE FOR COLLEGES SIMILAR TO THE ELMS. THIS INFORMATION IS COMPARED TO MANAGEMENT'S COMPENSATION BASED ON JOB TITLE, JOB DESCRIPTION, AND JOB EXPERIENCE TO DETERMINE WHETHER THE COLLEGE'S COMPENSATION IS COMPARABLE. THE PRESIDENT'S SALARY IS THEN DETERMINED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. SENIOR MANAGEMENT SALARIES ARE EVALUATED AND APPROVED BY THE PRESIDENT AND THEN SENT TO THE EXECUTIVE COMMITTEE FOR APPROVAL. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THE BUSINESS OFFICE. | FORM 990, PART VI, SECTION C, LINE 18 | |
| THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE BUSINESS OFFICE. | FORM 990, PART VI, SECTION C, LINE 19 | |
| SISTER MARY REAP,THE COLLEGE PRESIDENT, RECEIVES A W-2 FOR HOUSING ALLOWANCE AND OTHER PERSONAL BENEFITS. SHE IS NOT DIRECTLY COMPENSATED BY THE COLLEGE IN KEEPING WITH HER VOW OF POVERTY. THE COLLEGE PAYS HER WAGE COMPENSATION TO HER ORDER, THE CONGREGATION OF THE SISTERS, SERVANTS OF IMMACULATE HEART OF MARY (IHM). | PART VII, LINE 1A: | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 1,302,657. NET CHANGE ON INVESTMENTS HELD IN TRUST BY OTHERS 65,256. TOTAL TO FORM 990, PART XI, LINE 5: 1,367,913. | FORM 990, PART XI, LINE 5: |
| THERE HAS BEEN NO CHANGE DURING THE TAX YEAR TO THE OVERSIGHT PROCESS OR SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT. | PART XII- LINE 2C: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRIENDS OF ELMS COLLEGE INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 291 SPRINGFIELD STREET | AddressLine1 |
| City | CHICOPEE | City |
| State | MA | State |
| ZIP Code | 01013 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208196902 | EIN |
| Primary Activities | TO SOLICIT, HOLD AND ADMINISTER FUNDS ON BEHALF OF THE COLLEGE. | PrimaryActivities |
| Legal Domicile State | MA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | SUPPORTING ORG | PublicCharityStatus |
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRIENDS OF ELMS COLLEGE INC-CASH PAID ON PRIOR YEAR PLEDGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 50000 | AmountInvolved |