2011-04-05T15:09:34-05:00 2010-06-30 BOLLUS LYNCH LLP 89 SHREWSBURY STREET WORCESTER MA 01604 990 2009-07-01 042002060 THE SISTERS OF SAINT ANN INC SIST 5088493300 50 SUNSET LANE PAXTON MA 01612 JACK CALARESO 5088493300 2011-03-28 1 Barbara E King 5087557107 2011-03-28 2009 2016-02-24 21:20:13Z ANNA MARIA COLLEGE jack calareso phd 50 sunset lane paxton MA 01612 37634967 0 X WWW.ANNAMARIA.edu X 1887 MA PROVIDE EDUCATION TO THE GENERAL PUBLIC. 27 27 716 123 23329 0 2628027 3644347 26420296 31563303 -48747 126967 234836 188032 29234412 35522649 7954055 11026609 0 10878354 11672868 0 472617 9087331 9845631 27919740 32545108 1314672 2977541 31459682 34075420 18684700 18786752 12774982 15288668 ANNA MARIA COLLEGE, a Catholic institution of higher learning, recognizes its obligation to serve its immediate community, the Commonwealth of Massachusetts, the nation and the world through the provision of education, the preservation of learning, and the sponsorship of research.Rooted in the Roman Catholic tradition of higher education, ANNA MARIA COLLEGE is maintained and operated in conformity with the values of the Judeo-Christian tradition and in keeping with the ideals of its foundresses, the Sisters of Saint Anne. These ideals, which reflect the development of the total human being, also include increasing access to quality education, educational innovation and respect for practical skills.Specifically, ANNA MARIA College sees its mission to be that of fostering in its students intellectual involvement, career preparation, social awareness, dedication to justice and peace, religious and moral sensitivity, and a lifestyle capable of sustaining these within balance. 1 0 23604619 11026609 31720005 HIGHER EDUCATION: Education, housing, meals, extra curricular activites and bookstore for approximately 1,600 students at the undergraduate and graduate level for traditional aged students as well as adult students. THE COLLEGE holds two summer sessions, a fall term, winter term, and spring term. Some graduate courses are accelerated and have two terms within the semester. THE COLLEGE offers over 35 undergraduate degree programs and over 22 graduate and continuing education programs. Popular majors include business, criminal justice, education, fire science, social work, and psychology. THE COLLEGE also offers special majors such as art therapy, sports management, an RN-to-BSN program and an associate in nursing degree program. Fifth-year master's options are available in business administration, counseling psychology, criminal justice, education, emergency management, fire science, pastoral studies/counseling, and visual art. Popular graduate programs include an accelerated MBA,Criminal Justice and Fire Science. A new honors program was introduced in the fall of 2008, as well as a Master in Public Administration and a certificate in Victimology. Other academic programs being explored include applied history, video game design and dance and dance therapy. Co-curricular programs abound at THE COLLEGE including 15 competitive sports teams. Five new teams have been added including lacrosse, tennis and football. The College is also opening a new instructional location in Worcester, MA for its continuing education and graduate programs and will continue to expand its Paxton campus with new residence halls and educational facilities to meet the growing demands of its current and future undergraduate students. 23604619 1 1 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 66 0 1 716 1 0 0 0 0 0 1 1 0 0 0 0 1 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X CHERYL SLEBODA 5088493420 ANNA MARIA COLLEGE 50 SUNSET LANE PAXTON MA 01612 YVETTE E BELLEROSE SSA 2.00 X 0 0 0 JOSEPH J BAFARO 2.00 X 0 0 0 REV JOHN E BROOKS SJ 2.00 X 0 0 0 DAVID C BROUGH 2.00 X 0 0 0 ALINA O CHAND 2.00 X 0 0 0 MAUREEN L COGHLIN 2.00 X 0 0 0 PETER J DAWSON esq 2.00 X 0 0 0 RITA M DEROY SSA 2.00 X 0 0 0 PAUL A DIPIERRO 2.00 X 0 0 0 BARBARA A FLYNN SSA 2.00 X 0 0 0 ROSE CLARISSE GADOURY SSA 2.00 X 0 0 0 LLOYD L HAMM JR 2.00 X 0 0 0 WILLIAM F JONES 2.00 X 0 0 0 PETER J MCDONALD EDD 2.00 X 0 0 0 MARGUERITE A ST AMAND SSA 2.00 X 0 0 0 JOHN J SPILLANE ESQ 2.00 X 0 0 0 MURIEL AUDETTE SSA 2.00 X 0 0 0 JACK P CALARESO PHD 35.00 X X X 326591 0 56710 SALLY A JACOBSON 2.00 X 0 0 0 REV PAUL D KENNEDY 2.00 X 0 0 0 ELAINE POTVIN SSA 2.00 X 0 0 0 ELIZABETH ANN QUINN 2.00 X 0 0 0 CHERYL SLEBODA 35.00 X X 120354 0 18082 BRIAN J BUCKLEY 2.00 X 0 0 0 MICHELE JACQUES SSA 2.00 X 0 0 0 MADELEINE LANOUE SSA 2.00 X 0 0 0 BRIAN O'CONNELL 2.00 X 0 0 0 ALFRED A LAGAN 2.00 X 0 0 0 EDITH M LAVIGNE 2.00 X 0 0 0 446945 0 74792 2 0 1 0 SODEXHO CAMPUS SERVICES 9801 WASHINGTONIAN BOULEVARD GAITHERSBURG MD 20878 FOOD SERVICES 1186044 RAD CORPORATION 17 VFW DRIVE ROCKLAND MA 02370 ATHLETIC FIELD CONTRACTOR 857386 PETERSON OIL SERVICE INC 75 CRESCENT STREET WORCESTER MA 01605 HEATING SERVICES 290715 PREMIER COMMUNICATIONS 339 1ST AVE NE SIOUX CENTER IA 51250 COMMUNICATIONS 191874 DAVIS ADVERTISING 306 MAIN STREET WORCESTER MA 01608 ADVERTISING 150369 5 36346 2686878 921123 3644347 TUITION AND FEES 611710 26374259 26374259 ROOM AND BOARD 611710 5187356 5187356 LOAN INTEREST INCOME 611710 1688 1688 31563303 134968 134968 23329 23329 23329 23329 2095514 2103515 -8001 -8001 -8001 8803 36346 8803 0 10250 10250 10250 MISCELLANEOUS 611710 125908 125908 COMMISSIONS 611710 28545 28545 154453 35522649 31720005 23329 134968 11026609 11026609 9633436 7815158 1615308 202970 331450 258499 66892 6059 1013017 790056 186126 36835 694965 542006 134778 18181 35326 35326 1759572 252744 1402152 104676 252852 485 252367 275873 113304 118977 43592 66767 66767 365479 249614 90836 25029 58430 48480 9056 894 801975 801975 1453614 1453614 188893 240 188653 FOOD SERVICES 1110547 1110547 UTILITIES 999191 172436 826755 SUPPLIES 766536 282384 465563 18589 RECRUITING 633987 599465 34522 UNCOLLECTIBLE ACCOUNTS 272479 272479 804110 342592 445726 15792 32545108 23604619 8467872 472617 4877135 6010938 726984 714153 803177 574648 1943430 1797675 109967 147035 37741988 16216201 21329527 21525787 1297359 2830225 67190 185019 304913 289940 31459682 34075420 1296783 1174527 5666 154221 14587034 14125000 2795217 3333004 18684700 18786752 X 11362219 13792727 981495 997839 431268 498102 12774982 15288668 31459682 34075420 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2497132 179231 74941 -70556 2680748 1392411 1356686 -223208 -28757 2497132 0.76000 0.24000 0 0 113480 113480 20416288 7769960 12646328 7481347 1001447 6479900 7270962 5433145 1837817 2459911 2011649 448262 21525787 STUDENT DEPOSITS 323147 AGENCY FUNDS 52694 ASSETS HELD FOR FEDERAL PERKINS LOAN PROGRAM 1162301 HEDGING INSTRUMENTS 1645118 CAPITAL LEASE OBLIGATION 149744 3333004 35522649 32545108 2977541 -9812 -454043 -463855 2513686 24087092 -9812 -454043 -463855 24550947 10971702 10971702 35522649 21573406 0 21573406 10971702 10971702 32545108 Part V, Line 4: Description of Intended Use of Endowment Funds: THE COLLEGE'S ENDOWMENT CONSISTS OF BOTH DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES FOR A VARIETY OF PURPOSES. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED OR LEGAL RESTRICTIONS. THE BOARD OF TRUSTEES HAS INTERPRETED STATE LAW AS ALLOWING THE UTILIZATION OF APPRECIATION ON PERMANENTLY RESTRICTED ASSETS UNLESS EXPLICIT DONOR STIPULATIONS SPECIFY HOW NET APPRECIATION MUST BE USED. AS A RESULT OF THIS INTERPRETATION, THE COLLEGE CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR-RESTRICTED NET ASSETS IS CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURES BY THE COLLEGE IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY STATE LAW. THE COLLEGE UTILIZES ITS ENDOWMENT FUNDS IN ACCORDANCE WITH THE DONOR-IMPOSED RESTRICTIONS AND REGULATIONS CURRENTLY IN PLACE. Part XI, Line 8 - Other Adjustments: UNREALIZED LOSS ON HEDGING INSTRUMENT: -454043. Part XII, Line 2d - Other Adjustments: UNREALIZED LOSS ON HEDGING INSTRUMENT: -454043. Part XII, Line 4b - Other Adjustments: FINANCIAL AID: 10971702. Part XIII, Line 4b - Other Adjustments: FINANCIAL AID: 10971702. 1 1 1 NOTICES OF THE SCHOOL'S DISCRIMINATION POLICY ARE MAILED TO EACH STUDENT AND ARE POSTED ON CAMPUS BULLETIN BOARDS. THE POLICY IS INCLUDED IN SCHOOL BROCHURES, SCHOOL CATALOGS, AND NEWSPAPER ADVERTISEMENTS. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 ANNA MARIA RECEIVES CONTRIBUTIONS FROM THE GOVERNMENT IN THE FORM OF GRANTS. 1 GOLF TOURNAMENT 45149 36346 8803 8803 45149 36346 8803 8803 8803 0 10250 0 10250 10250 0 0 0 0 0 0 1 SCHOLARSHIPS 4258 11026609 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: schedule i, part1, line 2: anna maria college participates in title iv funding. students must complete the fafsa form to apply for aid. X X X X 1 1 X X X 0 0 0 0 0 0 0 0 0 JACK P CALARESO PHD 326591 0 0 0 0 0 65000 0 0 0 391591 0 0 0 MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2007-06-21 10200000 CONSTRUCTION & REFINANCE 0 0 MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2008-03-01 5000000 CONSTRUCTION 0 0 572852 135698 892 199870 2008 0 1 0 1 4836693 65534 42391 2009 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOSEPH BAFARO TRUSTEE OF ANNA MARIA COLLEGE. 14482 HVAC REPAIR AND MAINTENANCE WORK 0 MAUREEN COGHLIN TRUSTEE OF ANNA MARIA COLLEGE. 54070 PROPERTY LEASE 0 PETER DAWSON TRUSTEE OF ANNA MARIA COLLEGE. 29809 LEGAL SERVICES 0 Form 990, Part III, line 2 New Program Services ANNA MARIA COLLEGE HAS A TEN YEAR AGREEMENT WITH DELTAK TO PROVIDE ONLINE CLASSES. Form 990, Part VI, Section B, line 11 THE 990 WILL BE REVIEWED BY THE AUDIT/FINANCE COMMITTEE, THE EXECUTIVE COMMITTEE, THEN WILL BE REVIEWED BY THE FULL BOARD IN FEBRUARY 2010. Form 990, Part VI, Section B, line 12c THE BOARD OF DIRECTORS REVIEWS THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ANNUALLY IN ORDER TO ENSURE THAT THE ORGANIZATION'S BOARD OF DIRECTORS, OFFICERS, AND EMPLOYEES ARE REGULARLY AND CONSISTENTLY MONITORING AND ENFORCING IT. Form 990, Part VI, Section B, line 15 A RECOMMENDATION IS MADE FROM THE EXECUTIVE COMMITTEE AND APPROVED BY THE FULL BOARD OF TRUSTEES. Form 990, Part VI, Section C, line 19 THE 990 IS LISTED AS PART OF THE GUIDESTAR REPORTING TOOL WHICH HAS PUBLIC ACCESS. THE COLLEGE HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THE COMMITTEE ALSO ASSUMES RESPONSIBILITY OF THE SELECTION OF AN INDEPENDENT ACCOUNTANT. FORM 990, PART III, LINE 2 NEW PROGRAM SERVICES THE ORGANIZATION MADE A TEN YEAR AGREEMENT WITH DELTAK TO PROVIDE ONLINE CLASSES.