2011-05-13T09:48:54-07:00 2010-06-30 990 2009-07-01 020222182 Saint Anselm College SAIN 6036417000 100 St Anselm Drive Manchester NH 03102 Mark Cooper 6036417102 2010-05-15 2009 2016-02-24 21:20:13Z Fr Mark Cooper OSB 100 St Anselm Drive Manchester NH 03102 92263389 0 X www.anselm.edu X 1889 NH To provide a Catholic, liberal arts education in the Benedictine tradition to undergraduate students who are capable of benefiting from such an education and who wish to be a part of a community that embodies Christian and Catholic principles. 31 31 1971 100 0 0 5618631 11666570 68594874 72141909 2446700 1164732 -1662437 1564989 74997768 86538200 23902394 27456801 0 0 31181835 32102688 0 0 1310752 21276671 20685777 76360900 80245266 -1363132 6292934 193575288 206941523 80328348 80758056 113246940 126183467 To Provide a Catholic, liberal arts education in the Benedictine tradition to undergraduate students who are capable of benefiting from such an education and who wish to be a part of a community that embodies Christian and Catholic principles. 0 0 43604693 27456801 55753511 Instruction: Includes expenditures to provide coursework for students and to provide financial aid in the form of scholarships and fellowships. Full time equivalent enrollments were 1915 students and the number of degrees conferred were 451. 15479439 0 1967327 Student services and academic support: Includes activities of which the primary purpose is the contribution to the student's emotional and physical well being and to his/her intellectual, cultural, and social development. The college operates a library facility containing over 250 thousand volumes serving the college and surrounding community. 9069543 0 13895048 Auxiliary Services: Includes expenditures for the self-supporting activities of the college, such as operation of 33 residence halls, 2 dining facilities, a bookstore, an infirmary, and 21 NCAA division II athletic teams. 5552805 0 526023 Other programs and services: Includes institutional support, insurance, communications and marketing, etc. 5552805 0 526023 73706480 1 1 0 1 0 0 1 0 1 1 1 0 1 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 190 0 1 1971 1 0 0 0 0 0 1 1 0 0 0 31 31 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 NH X X Father Mark Cooper OSB 6036417100 100 Saint Anselm Drive Manchester NH 03102 Right Rev Matthew K Leavy OSB 10 X X 0 0 0 Bro Isaac T Murphy OSB 10 X X 0 0 0 Rev Peter J Guerin OSB 10 X X 0 0 0 Rev Mark A Cooper OSB 40 X X 0 0 0 Rev Jonathan P DeFelice OSB 40 X X 0 0 0 Mr Edward A Hjerpe 2 X X 0 0 0 Atty Chuck W Pollard 2 X X 0 0 0 Ms Joanne Pietrini-Smith 1 X X 0 0 0 Hon Maurice L Arel 1 X 0 0 0 Mrs Mary Ann Behnke 1 X 0 0 0 Mr Richard L Bready 1 X 0 0 0 Dr Marie Chabot-Fletcher 1 X 0 0 0 Dr Joyce C Clifford 1 X 0 0 0 Mr Robert P Connor 1 X 0 0 0 Ms Jeannette M Davila 1 X 0 0 0 Rev Jerome Day OSB 10 X 0 0 0 Mr Stephen J Ellis 1 X 0 0 0 Dr William J Farrell 1 X 0 0 0 Mr Daniel T Flatley 1 X 0 0 0 Mr Roger L Jean 1 X 0 0 0 Mr William M Kelly 1 X 0 0 0 Mr Richard J Meelia 1 X 0 0 0 Mr Thomas A Melucci 1 X 0 0 0 Mr John T Paul 1 X 0 0 0 Mr Frank A Piantidosi 1 X 0 0 0 Mr Michael Riegel 1 X 0 0 0 Mr Charles F Rolecek 1 X 0 0 0 Mr Robert F Smith Jr 1 X 0 0 0 Mr William J Stewart 1 X 0 0 0 Rev William Sullivan OSB 10 X 0 0 0 Bro Andrew Thornton OSB 10 X 0 0 0 Suzanne Mellon 40 X 193566 0 19339 James F Flanagan 40 X 184939 0 30349 Bradley Poznanski 40 X 126355 0 25295 Joseph M Horton 40 X 122103 0 26235 Anne Botteri 40 X 120593 0 16198 Margaret Bourque 40 X 112170 0 9779 Patricia Shuster 40 X 111286 0 21084 971012 0 148279 15 0 1 0 New Boston Mechanical Services LLC 149 McCurdy Road New Boston NH 03070 Fire Sprinkler system 458658 Barkleyrei PO Box 876270 Kansas City MO 64187 Web site Development 128338 Saint Anselm Abbey 100 Saint Anselm Drive Manchester NH 03102 Services Of Monastic Community 1503883 3 0 0 13658 0 3228112 8424800 75709 11666570 Student Tuition 611310 55753511 55753511 0 0 Dorm Rentals 531110 13895048 13895048 0 0 Student Fees 611710 1967327 1967327 0 0 Fines, Forfeits, Dorm Damage 611710 246931 246931 0 0 279092 279092 0 0 72141909 1345452 0 0 1345452 0 0 0 0 0 0 0 0 0 0 0 269304 323724 126300 -323724 143004 -180720 0 0 -180720 37370 13658 27337 10033 0 0 10033 6802784 5247828 1554956 1554956 0 0 0 0 0 0 0 86538200 73696865 0 1174765 0 0 27456801 27456801 0 0 0 0 377586 195000 0 182586 0 0 0 0 25272321 23149502 1478819 644000 0 0 0 0 4768553 4446237 154116 168200 1684228 1560855 60173 63200 7647 5460 2187 0 37222 27554 9668 0 73500 0 73500 0 76550 0 76550 0 0 0 93090 0 93090 0 0 0 0 0 102605 83093 19512 0 2524783 2448371 64860 11552 879124 615424 263700 0 0 0 0 0 3078472 2388472 690000 0 795616 685621 72482 37513 0 0 0 0 630131 455024 162306 12801 2987968 2316968 671000 0 0 0 0 0 3721961 2885961 836000 0 570853 566855 3998 0 Maintenance 840388 651388 189000 0 Trust Fees 204665 0 204665 0 Agency Expenses (Clubs and Organizations) 1652231 1652231 0 0 Books and Periodicals 520778 519728 1050 0 Dining and Room Rebates 181351 181351 0 0 1706842 1414584 101358 190900 80245266 73706480 5228034 1310752 2792316 477193 12036040 11343173 2160800 4390206 925688 685747 0 0 0 0 4786934 4494542 682212 633462 1130092 1149806 134632096 50656044 83437889 83976052 61666784 67510047 15033484 19603203 0 0 0 8923049 12678092 193575288 206941523 5386711 4692030 85567 0 1349924 1364816 61415000 60265000 0 0 0 0 0 0 6211081 4014861 5880065 10421349 80328348 80758056 X 75588246 81450622 23817043 19356646 13841651 25376199 113246940 126183467 193575288 206941523 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 2500 0 1 76550 79050 0 SchC_P2B_S00_L01 Schedule C, Part II-B, Line 1 Line 1-i: Payments are made to Granite Edge Consulting (Lobbyist), located in Concord, NH, NH lobbyist registration number #40754. 0 0 X X 0 61324447 1138626 8905771 2707345 0 0 68661499 77922118 1458957 -15154861 2883065 18702 0 61324447 0.57 0.31 0.12 1 0 0 11029427 11029427 0 95832208 30743694 65088514 0 0 0 0 0 25707120 19912350 5794770 0 2063341 0 2063341 83976052 2147502 F Alternative Hedge Funds 17455701 F 19603203 Donated real estate for sale 6398001 Land in life estates 1144000 Funds held under bond agreement 572286 Bond issue costs 579590 beneficial interest in trusts 3984215 12678092 0 Interest rate swap agreement 8240903 Trust Obligations 1647543 Other liabilities 532903 10421349 86538200 80245266 6292934 8151499 0 0 0 -3084500 5066999 11359933 98137277 8151499 0 0 5247828 13399327 84737950 0 1800250 1800250 86538200 86777344 0 0 0 8332328 8332328 78445016 0 1800250 1800250 80245266 SchD_P03_S00_L01 Schedule D, Part III, Line 1 Financial Statement footnote - The College holds certain collections of works of art and furnishings. These collections are housed in a protected environment and are used for exhibitions for the public, for education and research, as well as for the furtherance of service to the public. These collections are not disposed of for financial gains nor are they encumbered in any way. Accordingly, these collections are not capitalized or recorded for purposes of these financial statements. SchD_P03_S00_L04 Schedule D, Part III, Line 4 The college collections of Art and Historical Treasures are related to its exempt purpose since the approximately 250 paintings and other art objects, of moderate value, are used exclusively for exhibitions and student instructional purposes. SchD_P05_S00_L01a Schedule D, Part V, Line 1a Change in amounts due to restatement by auditor of prior fiscal year. SchD_P05_S00_L04 Schedule D, Part V, Line 4 The intended uses for the Endowment Funds: The College endowment spending policy is 4% of the trailing 3 year average of market value of qualified endowments. This appropriation is for current operations (the vast majority of which is for scholarships). SchD_P10_S00_L00 Schedule D, Part X The College is a not-for-profit organization that is generally exempt from income taxes under Section 501(c)(3) of the IRC. Accordingly, no provisions for income taxes related to tax exempt activities is recorded in the financial statements. The College recognizes the financial statement benefit of a tax position only after determining that the relevant tax authority would more likely than not sustain the position following an audit. For tax positions meeting the more-likely-than-not threshold, the amount recognized in the financial statements is the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement with the relevant tax authority. There have been no material changes in unrecognized benefits during the years ended June 30, 2010 and 2009. It is the College's policy to record estimated interest and penalities (if any) as part of management and general expenses. Management believes that the College's income tax returns for fiscal years ending prior to June 30, 2007 are no longer subject to examination by tax authorities in its major tax jurisdictions. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 Interest Rate Swap Agreement - change in Fair Market Value SchD_P12_S00_L02d Schedule D, Part XII, Line 2d College dining - cost of goods sold SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Federal monies - PELL grants and Work Study SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Interest Rate Swap - change in Fair Market Value = 3,084,500 College dining - cost of goods sold = 5,247,828 (for a total of = 8,332,328). SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b Federal monies - PELL grants and Work Study = 1,800,250 1 1 0 As the organization draws students from throughout the Northeastern United States it is impractical to solicit students via newpaper or broadcast media. Therefore, its racial nondiscrimation policy is not communicated through those media, but rather through recruitment brochures and the College's web site. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 The institution receives financial aid from a government agency in the form of student aid programs: Pell grants, Federal Supplemental Educational Opportunity grants, Federal Work-Study program, Perkins Loan program and Academic Competitive grants. 1 Europe (including Iceland and Greenland) 0 3 Program Services Summer Instruction in Italy 50886 Central America and the Caribbean 0 2 Program Services Summer instruction in Belize 19572 South America 0 2 Program Services Summer Instruction in Peru 32937 0 7 103395 Golf Tournament 51028 13658 37370 600 1945 16775 0 0 8017 0 0 51028 13658 37370 600 1945 16775 0 0 8017 27337 10033 1 Saint Anselm Scholarships 3278 25197601 0 Federal PELL Grants 319 1221319 0 Federal Work Study 661 578931 0 Federal SEOG 306 293700 0 Federal ACG and SMART 131 141250 0 New Hampshire Leverage Incentive 17 24000 SchI_P01_S00_L02 Schedule I, Part I, Line 2 Procedures for monitoring use of grants: The grant funds are applied directly to student accounts through the College's Financial Aid office's software stystem. With regard to any federal funds distributed (i.e. FSEOG), the Financial Aid office provides reports as required by the Fereral Government and files and annual A-133 audit. No grant funds are distributed outside the College. X X 0 0 0 0 0 0 0 0 0 Suzanne Mellon 193566 0 0 0 0 0 13894 0 5445 0 212905 0 James F Flanagan 184939 0 0 0 0 0 14150 0 16199 0 215288 0 0 Bradley Poznanski 126355 0 0 0 0 0 10041 0 15254 0 151650 0 0 NH Health & Education Facilities Authority 020279866 644614YS2 2009-07-01 61415000 Current refunding of Revenue Bonds, Saint Anselm College Issue Series 2008, Dated 05/15/2008 0 0 NH Health & Education Facilities Authority 020279866 644614WJ4 2008-05-15 62215000 Refunding of previous issues and new projects 1 0 61415000 0 0 0 0 0 0 1 0 1 1 0 7985383 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 1 Piper Jaffray Financial Products Inc 28.9 0 0 0 1 1 1 Piper Jaffray Financial Products Inc 28.9 0 0 0 X 17946 FMV-Appraisal X 6 42215 FMV-High/Low X 1 5136 Cost X Advertising Supplies 1 100 FMV X Golf supplies 3 8112 Cost X Baseball supplies 1 2200 FMV 0 0 1 1 SchM_P01_S00_L32b Schedule M, Part I, Line 32b The College uses two brokerage accounts in which donated stocks are deposited. The brokerage firms are instructed to sell the stock within a reasonable time after receipt. F990_P06_S0A_L06 Form 990, Part VI, Section A, Line 6 The College has members who are religious individuals in solemn vows. F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a The College's members elect four individuals to the governing board. F990_P06_S0A_L07b Form 990, Part VI, Section A, Line 7b Questions regarding the mission and sale of campus property are subject to approval by the members of the corporation. F990_P06_S0B_L11 Form 990, Part VI, Section B, Line 11 The College provides the final draft of the Form 990 to all members of the Governing Body with the Audit Committee members recommending approval to the Executive Committee members for their final approval. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c A written copy of the Conflict of Interest Policy is distributed annually to the members of the Governing board and key employees and they are asked to complete a form to indicate they are in compliance with the policy. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 Compensation Process for Top Official: The CEO position is held by a member of the religious order and is not paid to the individual but rather directly to the religious order. The process for determining the compensation involves comparisons with comparable schools. Compensation Process for Officers: Compensation for key employees is determined by looking at salary data from comparable organizations and CUPA-HR. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The College makes its governing documents, conflict of interest policy and financial statements available to the public on its website (anselm.edu). Benedictine Fathers of the Priory 320 Portola Road Portola Valley CA 94028 941399274 High School CA 170(b)(1)(A)(i) 2 N/A Saint Anselm Abbey 100 Saint Anselm Drive Manchester NH 03102 264322319 Monastery NH 170(b)(1)(A)(i) 2 N/A 0 0 1 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 Form 8868, Application for Extension of Time to File an Exempt Organization Return was filed and approved on March 21, 2011. Notice Number CP211A