LESLEY UNIVERSITY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- LESLEY UNIVERSITY (EIN 04-2103589)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201101369349301965
- Schema version
- 2009v1.7
- 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 I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T08:58:23-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ Tofias | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 Massachusetts Avenue | AddressLine1 |
| City | Cambridge | City |
| State | MA | State |
| ZIP Code | 02139 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103589 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LESLEY UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LESL | NameControl |
| Phone | 6173498685 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 EVERETT STREET | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 021382790 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | bernice bradin | Name |
| Title | cfo, vp finance | Title |
| Phone | 6173498685 | Phone |
| Date Signed | 2011-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH M GISO MST | Name |
| Phone | 6177610600 | Phone |
| Date Prepared | 2011-05-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | bernice bradin | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 EVERETT STREET | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 021382790 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 117449797 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.LESLEY.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1909 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | LESLEY UNIVERSITY IS COMMITTED TO ACTIVE LEARNING, SCHOLARLY RESEARCH, CRITICAL INQUIRY, AND DIVERSE FORMS OF ARTISTIC PRACTICE THROUGH CLOSE MENTORING RELATIONSHIPS AMONG STUDENTS, FACULTY, AND PRACTITIONERS IN THE FIELD. LESLEY PREPARES GRADUATES WITH THE KNOWLEDGE, SKILL, UNDERSTANDING, AND ETHICAL JUDGMENT TO BE CATALYSTS WHO SHAPE A MORE JUST, HUMANE, AND SUSTAINABLE WORLD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 35 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2399 | TotalNbrEmployees |
| Total Nbr Volunteers | 302 | TotalNbrVolunteers |
| Total Gross UBI | -87796 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -87796 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5766306 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7854977 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 96467268 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 103125600 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2361202 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1841419 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2616456 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2518371 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 107211232 | TotalRevenuePriorYear |
| Total Revenue Current Year | 115340367 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 11314480 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 13702967 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 59382462 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 58546556 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 58627 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 10066 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1562312 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 35552146 | OtherExpensePriorYear |
| Other Expenses Current Year | 37957424 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 106307715 | TotalExpensesPriorYear |
| Total Expenses Current Year | 110217013 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 903517 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5123354 | RevenuesLessExpensesCY |
| Total Assets BOY | 310283007 | TotalAssetsBOY |
| Total Assets EOY | 317124368 | TotalAssetsEOY |
| Total Liabilities BOY | 118941082 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 116485351 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 191341925 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 200639017 | NetAssetsOrFundBalancesEOY |
| Mission Description | LESLEY UNIVERSITY IS COMMITTED TO ACTIVE LEARNING, SCHOLARLY RESEARCH, CRITICAL INQUIRY, AND DIVERSE FORMS OF ARTISTIC PRACTICE THROUGH CLOSE MENTORING RELATIONSHIPS AMONG STUDENTS, FACULTY, AND PRACTITIONERS IN THE FIELD. LESLEY PREPARES GRADUATES WITH THE KNOWLEDGE, SKILL, UNDERSTANDING, AND ETHICAL JUDGMENT TO BE CATALYSTS WHO SHAPE A MORE JUST, HUMANE, AND SUSTAINABLE WORLD. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 43144960 | Expense |
| Revenue | 92731653 | Revenue |
| Description | EXPENSES RELATED TO INSTRUCTING FULL TIME AND PART TIME STUDENTS: The university is home to a number of important centers and institutes that conduct research, help shape public policy, and provide continuing education and professional development opportunities across a wide range of disciplines including:*Math *Special education *Literacy*center for adult learners *Evaluation and research *national center for teachers, counselors & school leadersAt a Glance:*Founded: 1909 *Total Enrollment: 9,061*Undergraduates: 1,907*Master's, C.A.G.S., Ph.D. students: 6,055*Non-Matriculating Students: 1,099*Total Alumni: 73,945*Campus locations: *Boston, MA *Cambridge, MA Lesley University Academics:*Undergraduate Study:-The Art Institute of Boston -Lesley College -Audubon Expedition Institute -Adult Learning Degree Programs*Graduate Study: -Courses + programs in Cambridge/Boston -Programs offered throughout the US -Online courses + programs*Unique Program Formats *Centers + Institutes *Continuing education + professional development *Threshold non-degree program*Accreditation: -New England Association of Schools and Colleges -National Association of Schools of Art and Design | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 14691729 | Expense |
| Description | EXPENSES RELATED TO SERVICES PROVIDED TO THE STUDENT BODY, INCLUDING COUNSELING, CAREER GUIDANCE, ADMISSIONS, REGISTRAR, STUDENT ACTIVITIES, FINANCIAL AID AND HEALTH SERVICES AS WELL AS EXPENSES RELATED TO ATHLETIC PROGRAMS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 14464328 | Expense |
| Description | EXPENSES RELATED TO ACADEMIC SUPPORT WHICH INCLUDES THE EXPENSES FOR THE LIBRARY, DEAN OF STUDENTS, VARIOUS ACADEMIC DEANS AND OTHER ACADEMIC SUPPORT. ALSO, EXPENSES RELATED TO RESEARCH AND GENERAL INSTITUTIONAL OPERATIONS. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | GrantsGrants | DescriptionDescription | RevenueRevenue |
|---|---|---|---|
| 13702967 | 13702967 | EXPENSES RELATED TO FINANCIAL AID FOR STUDENTS:The purpose of financial aid is to help you attain your goal of a Lesley University Education, by offering financial assistance in the form of grants, loans, and student work opportunities. Please be assured that despite the current economic situation, the Office of Financial Aid remains very vigilant and has been proactive in assuring that both federal and private educational loan options are available to students. | |
| 8079761 | AUXILIARY ENTERPRISES | 11011348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 21782728 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 13702967 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 11011348 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 94083745 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | 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 | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 535 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2399 | 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 |
| Nbr Voting Governing Body Members | 35 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BERNICE BRADIN VPCFO | NamePerson |
| Telephone Number | 6173498685 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 EVERETT STREET | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 021382790 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (51 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| deborah Schwartz Raizes | ||||||||
| Chairman, trustee | 1.00 | X | X | 0 | 0 | 0 | ||
| Robert Sage | ||||||||
| treasurer, trustee | 1.00 | X | X | 0 | 0 | 0 | ||
| matthew Kozol | ||||||||
| secretary, trustee | 1.00 | X | X | 0 | 0 | 0 | ||
| katherine mcwey | ||||||||
| asst. secretary, trustee | 1.00 | X | X | 0 | 0 | 0 | ||
| Hon Joyce London Alexander | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| Geraldine M Bloomberg | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| Jean Axline | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| Hal Belodoff | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| James L Bildner | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| Karen Cotton Chaplin | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| Richard J Doucette | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| dr Bernard Harleston | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| Charles H Hood | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| Richard A Jalkut | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| Juanita James | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| Jana Karp | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| Eileen Ladieu | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| Michael E Mooney | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| Carol C Moriarty | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| Michelle O'Brien | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| John O Parker | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| Donald M Perrin | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| Barbara Russell | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| Maurice Skoler | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| Kenneth Z Slater | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| Gary Smith | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| mrs David Squire | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| Enid M Starr | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| Janet Steinmayer | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| ms Loring Low Stevens | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| Hans D Strauch | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| David A Swope | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| Paula VanDernoot | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| Christopher Wilson | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| carl m youngman | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| Joseph B Moore | ||||||||
| president | 40.00 | X | X | 312072 | 0 | 68057 | ||
| marylou batt | ||||||||
| vice president of administration | 40.00 | X | 168098 | 0 | 14388 | |||
| martha b mckenna | ||||||||
| provost | 40.00 | X | 174642 | 0 | 27045 | |||
| sandra doran | ||||||||
| vice president and general counsel | 40.00 | X | 176728 | 0 | 26835 | |||
| bernice bradin | ||||||||
| vp of fin./chief financial officer | 40.00 | X | 145699 | 0 | 19003 | |||
| Margaret Mckenna | ||||||||
| former president | 40.00 | X | 25450 | 0 | 24184 | |||
| mario r borunda | ||||||||
| dean of school education | 40.00 | 164864 | 0 | 14509 | X | |||
| jacquelyn d armitage | ||||||||
| vp of national planning and admin. | 40.00 | 162265 | 0 | 18157 | X | |||
| colm j renehan | ||||||||
| vp of advancement | 40.00 | 161770 | 0 | 18343 | X | |||
| karen boudreau shea | ||||||||
| chief information officer & dir. | 40.00 | 160505 | 0 | 13496 | X | |||
| leo f rice jr | ||||||||
| director of marketing | 40.00 | 150389 | 0 | 23774 | X | |||
| carol streit | ||||||||
| vp of enrollment management | 40.00 | 149978 | 0 | 18500 | X | |||
| mary lou dymski | ||||||||
| vp of budgeting and financial plan. | 40.00 | 147864 | 0 | 24960 | X | |||
| shaun mcniff | ||||||||
| dean of lesley college | 40.00 | 143073 | 0 | 25096 | X | |||
| stanley trecker | ||||||||
| dean of the art institute of boston | 40.00 | 146782 | 0 | 11437 | X | |||
| joseph cambone | ||||||||
| associate dean, soe | 40.00 | 128882 | 0 | 20895 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2519061 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 368679 | TotalOtherCompensation |
| Number Individuals GT100 K | 33 | 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 |
|---|---|---|---|---|---|
| UGL Unicco | |||||
| 275 grove street | auburndale | MA | 02466 | Facilities management | 4276975 |
| William A Berry & Son Inc | |||||
| 99 conifer hill drive | danvers | MA | 01923 | construction | 2667304 |
| Bon Appetit Management Co | |||||
| 100 hamilton ave suite 400 | palo alto | CA | 94301 | food service | 2508621 |
| Richard White Sons Inc | |||||
| 70 rowe st | auburndale | MA | 02466 | construction | 1454744 |
| Securitas Security Services | |||||
| 2 campus drive | parsippany | NJ | 07054 | security | 1320231 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 34 | NumberOfContractorsGT100K |
| Government Grants | 2629003 | GovernmentGrants |
| All Other Contributions | 5225974 | AllOtherContributions |
| Noncash Contributions | 25879 | NoncashContributions |
| Total Contributions | 7854977 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 900099 | 92114252 | 92114252 |
| AUXILIARY | 900099 | 11011348 | 11011348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 103125600 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1841419 | TotalRevenueColumn |
| Unrelated Business Revenue | -39377 | UnrelatedBusinessRevenue |
| Exclusion | $1,880,796 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 4058819 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2109430 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1949389 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1949389 | TotalRevenueColumn |
| Exclusion | $1,949,389 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| OTHER income | 900099 | 617401 | 617401 | |
| ART GALLERY | 453220 | -48419 | -48419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 568982 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 115340367 | TotalRevenueColumn |
| Related Or Exempt Function Income | 103743001 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -87796 | UnrelatedBusinessRevenue |
| Exclusion | $3,830,185 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13702967 | Total |
| Program Services | 13702967 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1132571 | Total |
| Program Services | 201688 | ProgramServices |
| Management And General | 930883 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46944468 | Total |
| Program Services | 40368419 | ProgramServices |
| Management And General | 5538319 | ManagementAndGeneral |
| Fundraising | 1037730 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2128883 | Total |
| Program Services | 1871804 | ProgramServices |
| Management And General | 208785 | ManagementAndGeneral |
| Fundraising | 48294 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4942799 | Total |
| Program Services | 4215398 | ProgramServices |
| Management And General | 619197 | ManagementAndGeneral |
| Fundraising | 108204 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3397835 | Total |
| Program Services | 2874660 | ProgramServices |
| Management And General | 449596 | ManagementAndGeneral |
| Fundraising | 73579 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 273821 | Total |
| Program Services | 15 | ProgramServices |
| Management And General | 273806 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145590 | Total |
| Management And General | 145590 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114107 | Total |
| Program Services | 18000 | ProgramServices |
| Management And General | 96107 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10066 | Total |
| Fundraising | 10066 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 306321 | Total |
| Management And General | 306321 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2053627 | Total |
| Program Services | 1531964 | ProgramServices |
| Management And General | 482353 | ManagementAndGeneral |
| Fundraising | 39310 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1557747 | Total |
| Program Services | 1522451 | ProgramServices |
| Management And General | 31831 | ManagementAndGeneral |
| Fundraising | 3465 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2982509 | Total |
| Program Services | 2697260 | ProgramServices |
| Management And General | 236408 | ManagementAndGeneral |
| Fundraising | 48841 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2208927 | Total |
| Program Services | 471055 | ProgramServices |
| Management And General | 1708832 | ManagementAndGeneral |
| Fundraising | 29040 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6184375 | Total |
| Program Services | 6150312 | ProgramServices |
| Management And General | 30838 | ManagementAndGeneral |
| Fundraising | 3225 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3240404 | Total |
| Program Services | 2802130 | ProgramServices |
| Management And General | 310315 | ManagementAndGeneral |
| Fundraising | 127959 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223026 | Total |
| Program Services | 192696 | ProgramServices |
| Management And General | 30140 | ManagementAndGeneral |
| Fundraising | 190 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3182878 | Total |
| Program Services | 2531348 | ProgramServices |
| Management And General | 651530 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4599017 | Total |
| Program Services | 4363683 | ProgramServices |
| Management And General | 235334 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 274558 | Total |
| Management And General | 274558 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| custodial contracts | 3202886 | 3202886 | ||
| food service | 2182145 | 2182145 | ||
| consulting | 1639940 | 1290425 | 346915 | 2600 |
| miscellaneous | 1040377 | 123890 | 896947 | 19540 |
| security contracts | 980991 | 979366 | 1625 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1564178 | Total |
| Program Services | 789183 | ProgramServices |
| Management And General | 764726 | ManagementAndGeneral |
| Fundraising | 10269 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110217013 | Total |
| Program Services | 94083745 | ProgramServices |
| Management And General | 14570956 | ManagementAndGeneral |
| Fundraising | 1562312 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2807 | BOY |
| EOY | 2807 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1626333 | BOY |
| EOY | 4854309 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1462626 | BOY |
| EOY | 3548135 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6569127 | BOY |
| EOY | 5812893 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1633293 | BOY |
| EOY | 1588513 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2955755 | BOY |
| EOY | 2015538 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 181679284 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 38599705 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118491125 | BOY |
| EOY | 143079579 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142576277 | BOY |
| EOY | 147161483 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34965664 | BOY |
| EOY | 9061111 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 310283007 | BOY |
| EOY | 317124368 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15215833 | BOY |
| EOY | 13375057 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1305884 | BOY |
| EOY | 1321594 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14515514 | BOY |
| EOY | 13972367 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79762211 | BOY |
| EOY | 79247921 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6211000 | BOY |
| EOY | 5863000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1930640 | BOY |
| EOY | 2705412 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118941082 | BOY |
| EOY | 116485351 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167029537 | BOY |
| EOY | 178734193 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14021040 | BOY |
| EOY | 11229778 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10291348 | BOY |
| EOY | 10675046 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 191341925 | BOY |
| EOY | 200639017 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 310283007 | BOY |
| EOY | 317124368 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Rallies Demonstrations | 1 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $114,107 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 114107 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II-B, Line 1i: | Identifier |
| Return Reference | Explanation of Other Lobbying Activities: | ReturnReference |
| Explanation | THE UNIVERSITY PAID PODESTA group, INC. $96,107 FOR FEDERAL FUNDING OF PRIORITY PROJECTS OF LESLEY UNIVERSITY. THE UNIVERSITY PAID POLITICAL ADVANTAGE, LLC $18,000 FOR STATE SUPPORT OF READING RECOVERY PROJECTS. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 142576277 | BeginningOfYearBalance |
| Contributions | 3265367 | Contributions |
| Investment Earnings Or Losses | 6325160 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 4795952 | GrantsOrScholarships |
| Other Expenditures | 209367 | OtherExpenditures |
| End Of Year Balance | 147161485 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 190326605 | BeginningOfYearBalance |
| Contributions | 5347004 | Contributions |
| Investment Earnings Or Losses | -48500943 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 344703 | GrantsOrScholarships |
| Other Expenditures | 4251686 | OtherExpenditures |
| End Of Year Balance | 142576277 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.91120 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.07080 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.01800 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14738090 | OtherCostOrOtherBasis |
| Book Value | 14738090 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 85044346 | OtherCostOrOtherBasis |
| Depreciation | 19402607 | Depreciation |
| Book Value | 65641739 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 58108398 | OtherCostOrOtherBasis |
| Depreciation | 11556530 | Depreciation |
| Book Value | 46551868 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14001859 | OtherCostOrOtherBasis |
| Depreciation | 7640568 | Depreciation |
| Book Value | 6361291 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9786591 | OtherCostOrOtherBasis |
| Book Value | 9786591 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 143079579 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (8 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CASH AND EQUIVALENTS | 24886267 | F |
| fixed income | 22808761 | F |
| absolute return | 21909769 | F |
| directional hedges | 21381786 | F |
| domestic equities | 19903315 | F |
| international equities | 18891038 | F |
| public & private real assets | 15565926 | F |
| private equities | 1814621 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 147161483 | TotalOfBookValueSecurities |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BOND ISSUE COSTS | 1756948 |
| Assets held with outside trustees | 569985 |
| DEPOSITS WITH TRUSTEES | 4958799 |
| TRUST ESCROW RECEIVABLE | 1774054 |
| Unexpended bond proceeds | 1325 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 9061111 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | swap investment | Description |
| Amount | $2,705,412 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2705412 | TotalOfAmounts |
| Total Revenue | 115340367 | TotalRevenue |
| Total Expenses | 110217013 | TotalExpenses |
| Excess Or Deficit For Year | 5123354 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 4954010 | NetUnrealizedGLOnInvestments |
| Other | -$780,272 | OtherAmount |
| Total Adjustments | 4173738 | TotalAdjustments |
| Excess Or Deficit Per FS | 9297092 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 107614247 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4954010 | NetUnrealizedGainsInvestments |
| Other Revenues | 1329158 | OtherRevenues |
| Revenue Not Rptd F990 | 6283168 | RevenueNotRptdF990 |
| Revenue Subtotal | 101331079 | RevenueSubtotal |
| Investment Expenses Not Included | 306321 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 13702967 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 14009288 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 115340367 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 98317155 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 2109430 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2109430 | ExpensesNotRptdF990 |
| Expenses Subtotal | 96207725 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 306321 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 13702967 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 14009288 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 110217013 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | The University's endowment consists of approximately 90 individual funds established for a variety of purposes such as scholarships, faculty chairs, faculty development, special education and other needs. Its endowment includes both donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments. As required by GAAP, net assets associated with endowment funds, including funds designated by the Board of Trustees to function as endowments, are classified and reported based on the existence or absence of donor-imposed restrictions. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | The University accounts for the effect of any uncertain tax positions based on a "more likely than not" threshold to the recognition of the tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for all uncertain tax positions. The University has identified its tax status as a tax-exempt entity as a tax position; however, the University has determined that such tax position does not result in an uncertainty requiring recognition. In addition, the University has identified certain minor tax positions with respect to certain of its activities that management did not consider material and, accordingly, such amounts were not recognized. The University's Federal and state tax returns are generally open for examination for three years following the date filed. |
| Part XI, Line 8 - Other Adjustments: | unrealized loss on interest rate swap: -774772. net assets released from restrictions for special projects: -5500. | |
| Part XII, Line 2d - Other Adjustments: | rental expenses: 2109430. unrealized loss on interest rate swap: -774772. net assets released from restrictions for special projects: -5500. | |
| Part XII, Line 4b - Other Adjustments: | institutional financial aid: 13702967. | |
| Part XIII, Line 2d - Other Adjustments: | rental expenses: 2109430. | |
| Part XIII, Line 4b - Other Adjustments: | institutional financial aid: 13702967. |
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 |
| Pub Via Broadcast Media Expln | NEWSPAPERS, ON-LINE, ADVERTISEMENTS APPLICATIONS FOR EMPLOYMENT, ADMISSIONS AND FINANCIAL AID | PubViaBroadcastMediaExpln |
| 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 |
| Govt Financial Aid Explanation | THE UNIVERSITY RECEIVES FINANCIAL AID AND ASSISTANCE FROM THE FEDERAL GOVERNMENT IN THE FORM OF FEDERAL PROGRAMS AND GRANTS ADMINISTERED BY THE DEPARTMENT OF EDUCATION, THE DEPARTMENT OF COMMERCE, THE NATIONAL ENDOWMENT FOR HUMANITIES, THE NATIONAL SCIENCE FOUNDATION AND THE NATIONAL AERONAUTICS AND SPACE ADMINISTRATION. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Middle East and North Africa | 1 | 2 | Program service | Provide graduate degrees in expressive therapies and creative arts learning. | 612652 |
| Central America and the Caribbean | 0 | 0 | Investing | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 2 | TotalNumberOfEmployees |
| Total Amount Spent | 612652 | TotalAmountSpent |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants Outside the U.S.: | Identifier |
| Explanation | Schedule F, Part I, Line 2: 100% of total grants and other assistance to foreign individuals are related to institutional financial aid for which students apply through the financial aid office. All aid is awarded based on certain guidelines and is credited directly to students' tuition accounts. Students are required to complete a review with instructors at the end of each semester to receive credit. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | scholarships to students | TypeOfGrant |
| Number Of Recipients | 1532 | NumberOfRecipients |
| Amount Of Cash Grant | 13702967 | AmountOfCashGrant |
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: All grants provided by the university are for financial aid to students. Grants and other assistance are related to institutional financial aid for which students apply through the financial aid office. All aid is awarded based on certain guidelines and is credited directly to students' tuition accounts. All awards are directly related to the students' education at the institution's physical location in the United States. Students are required to complete a review with instructors at the end of each semester to receive credit. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| 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 | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Joseph B Moore | |||||||||||||
| 280532 | 0 | 30000 | 0 | 1540 | 0 | 44519 | 0 | 23538 | 0 | 380129 | 0 | 0 | 0 |
| marylou batt | |||||||||||||
| 167778 | 0 | 0 | 0 | 320 | 0 | 13781 | 0 | 607 | 0 | 182486 | 0 | 0 | 0 |
| martha b mckenna | |||||||||||||
| 158715 | 0 | 0 | 0 | 15927 | 0 | 15006 | 0 | 12039 | 0 | 201687 | 0 | 0 | 0 |
| sandra doran | |||||||||||||
| 176383 | 0 | 0 | 0 | 345 | 0 | 14763 | 0 | 12072 | 0 | 203563 | 0 | 0 | 0 |
| bernice bradin | |||||||||||||
| 145370 | 0 | 0 | 0 | 329 | 0 | 13248 | 0 | 5755 | 0 | 164702 | 0 | 0 | 0 |
| mario r borunda | |||||||||||||
| 164533 | 0 | 0 | 0 | 331 | 0 | 13771 | 0 | 738 | 0 | 179373 | 0 | 0 | 0 |
| jacquelyn d armitage | |||||||||||||
| 161941 | 0 | 0 | 0 | 324 | 0 | 13003 | 0 | 5154 | 0 | 180422 | 0 | 0 | 0 |
| colm j renehan | |||||||||||||
| 161457 | 0 | 0 | 0 | 313 | 0 | 12618 | 0 | 5725 | 0 | 180113 | 0 | 0 | 0 |
| karen boudreau shea | |||||||||||||
| 160207 | 0 | 0 | 0 | 298 | 0 | 12821 | 0 | 675 | 0 | 174001 | 0 | 0 | 0 |
| leo f rice jr | |||||||||||||
| 150102 | 0 | 0 | 0 | 287 | 0 | 11811 | 0 | 11963 | 0 | 174163 | 0 | 0 | 0 |
| carol streit | |||||||||||||
| 149665 | 0 | 0 | 0 | 313 | 0 | 13365 | 0 | 5135 | 0 | 168478 | 0 | 0 | 0 |
| mary lou dymski | |||||||||||||
| 147561 | 0 | 0 | 0 | 303 | 0 | 13078 | 0 | 11882 | 0 | 172824 | 0 | 0 | 0 |
| shaun mcniff | |||||||||||||
| 142784 | 0 | 0 | 0 | 289 | 0 | 13240 | 0 | 11856 | 0 | 168169 | 0 | 0 | 0 |
| stanley trecker | |||||||||||||
| 146512 | 0 | 0 | 0 | 270 | 0 | 10815 | 0 | 622 | 0 | 158219 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | When the president's spouse travels and it is paid for by the university, she is performing duties on behalf of the university. The president resides in university provided housing, which is less than 1/2 mile from main campus. The provost resides in an on campus apartment on a part-time basis. The value of the housing is added to her income. The university provides a house cleaner for the president and performs all necessary maintenance on the home. |
| Part I, Line 1b | Excluding the housing for the provost, all other expenses incurred are outlined in the president's contract. |
| Part I, Line 4a | Joseph Moore, the President of the University, participated in a 457f plan as part of his overall compensation package. The total contributed on his behalf totaled $29,610. |
| Part I, Line 7 | For the president of the university, a bonus of up to $30,000 may be awarded. The board of trustees determines the amount based on the board's assessment of the president achieving certain agreed upon goals and approves the determined amount for payment. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| Massachusetts development finance agency | ||||||
| 043431814 | noneavail | 2006-05-19 | 7000000 | residence hall construction/renovation | 0 | 0 |
| massachusetts development finance agency | ||||||
| 043431814 | 57583F3B5 | 2003-12-19 | 26000000 | Refinancing of debt | 0 | 0 |
| massachusetts health and educational facilities authority | ||||||
| 042456011 | 57586EGP0 | 2009-03-10 | 56221393 | residence hall construction/renovation | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount DefeasedAmountDefeased |
|---|---|---|---|---|---|---|---|---|---|
| 7000000 | 99726 | 35000 | 6865274 | 2006 | 0 | 0 | 1 | 1 | |
| 26000000 | 520000 | 6519815 | 2003 | 0 | 1 | 1 | 1 | 18960185 | |
| 56221393 | 4875066 | 1438454 | 49907873 | 2009 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 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 |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 1 | 0 | 1 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 1 | 1 | 0 | 1 | 0.00000 | 0.03600 | 0.03600 | 1 |
| 0 | 0 | 1 | 0 | 1 | 0.00000 | 0.00000 | 0.00000 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Term Of HedgeTermOfHedge |
|---|---|---|---|---|---|---|
| (no name) | ||||||
| 0 | 1 | 0 | 0 | 0 | 0 | |
| bank of america | ||||||
| 0 | 1 | 1 | 0 | 0 | 0 | 30.000000000000 |
| (no name) | ||||||
| 0 | 0 | 0 | 0 | 0 | 0 | |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 25879 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV on date of gift | 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 (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | Once management reviews the 990, it is forwarded to the audit committee for review. Once their review is complete, it is placed on a secure website for all the trustees to review. Once that review is complete, it is approved by the audit chairperson. |
| Form 990, Part VI, Section B, line 12c | Annually the secretary of the board forwards the conflict of interest policy to the board members and they are asked to disclose any conflicts of interest. The signed form stating that they have read the policy and disclosure of any conflicts is returned to the secretary. |
| Form 990, Part VI, Section B, line 15 | Functional comparables were used on all the Senior Officers and the President through a Survey Group. in determining compensation based on function, budget size and student populations, the CUPA-HR comparables were used, with the exception of the VP for National Planning and Administration. The VP for National Planning and Administration was a newly developed position to the University. looking at the compensation information with regard to the VP of Marketing and a review of the internal compensation within, the University determined the base salary. cUPA provides a comprehensive and up to date salary data for college and universities. they collect institution-specific and position salary and demographic data for administrative positions in relation to public and private institutions as well as the budget size and types of degrees granted within the institutions. |
| Form 990, Part VI, Section C, line 19 | All governing documents and financial statements are available upon request. Our financial statements are also available on the NACUBO website. The conflict of interest policy is available on the university's website as a part of the employee's handbook. Our Forms 990 (current and prior three years) are also available on the Official Website of the Attorney General of Massachusetts at www.charities.ago.state.ma.us and GuideStar at www2.guidestar.org. We also make our Form 990, Form 1023, Form 990-T, articles of incorporation, and bylaws available to the public upon request. Our audited financial statements are also available on the Official Website of the Attorney General of Massachusetts at www.charities.ago.state.ma.us. |
| FORM 990, PAGE 11, PART XI, Line 2c: | Lesley University has an audit committee that is comprised of trustee members that oversee the audit. |
| Schedule K, Part II, Line 5: Proceeds used for bond issuance costs: $611,025 Proceeds used for credit enhancement: $827,429 | |
| FORM 990, PART III, STATEMENT OF PROGRAM ACCOMPLISHMENTS Continuation: | Core Values Democracy The fundamental purpose of education in a democratic society is to provide opportunities for all to participate in the cultural, political, and economic life of the nation and the world. At Lesley, these democratic ideals are reflected in an academic environment that encourages scholarship, freedom of expression, and an open exchange of ideas. Inquiry Lesley University is devoted to academic excellence through active, transformative teaching and learning, artistic creativity, critical inquiry, and individual development across the lifespan. We create and deliver innovative interdisciplinary programs, while valuing high-quality instruction, research and scholarship, advocacy, and outreach to local and global communities. Equity We value and respect all individuals and their communities for their unique backgrounds and capacities. Lesley learning communities educate students to pursue educational, social, scientific, and artistic endeavors to meet the needs of diverse populations and underscore the importance of social justice. Community Learning is a collective endeavor that involves students, educators, families, and communities. We believe in the power of individuals, working collaboratively and with integrity, to bring about constructive change in local, national, global, and ecological communities. |
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