2011-05-13T09:18:19-07:00 2010-06-30 990 2009-07-01 042103639 WHEELOCK COLLEGE WHEE 6178792000 200 The Riverway Boston MA 022154176 Jackie Jenkins-Scott 6178792119 2011-05-12 2009 2016-02-24 21:20:13Z Jackie Jenkins-Scott 200 The Riverway Boston MA 02215 40812432 0 X www.wheelock.edu X 1888 MA Wheelock College, a private college with a public mission, is recognized as a national leader in its professional fields - child life, social work, and education. Wheelock carries out this mission by providing a sound education in the arts and science and in the professions. The College offers outstanding professional preparation in education, child life, and social work. The Wheelock mission is sustained by the College academic programs and by involvement in the life of many communities. Wheelock academic programs give the students a rigorous education in the arts and sciences while enabling students to become informed and empathic professionals. A curriculum with multicultural dimension prepares students to work with children and families, to be responsible citizens, and to help create a just society. Through demanding and responsive teaching, faculty members inspire students to become informed and contributing citizens. 34 34 547 60 68991 15988 13506179 5047876 32890192 33468733 765994 1246727 299591 1049096 47461956 40812432 8490423 9031001 0 0 18935047 18874084 0 0 1108618 12072575 14533340 39498045 42438425 7963911 -1625993 130854998 125347838 53832611 47133188 77022387 78214650 Wheelock's mission is to improve the lives of children and families. As a private college with a public mission, Wheelock College strives to be the premier college that educates people to create a safe, caring, and just world for all children and families. Wheelock College cultivates a passion for learning among all members of its community. We are a diverse learning community whose members respect differences among people, their ideas, and their ways of acting in the world. 0 0 25837469 8910731 27315311 Social Science Research & Related Studies; General: Instructional programs for undergraduate and graduate students in the area of education, social work and child life. Programs include classroom instruction as well as practical experience at school and social service agencies. 3741606 1085835 Recreation & Sports Programs, General/Other: Support services for undergraduate and graduate students. 3677169 5473677 Housing Programs, General/Other:Expenses incurred for resident students that provides student with the additional time to extend their education experience beyond the classroom. 1621328 574015 Personal Social Services, General/Other: Expenses incurred in connection with sponsored activities such as: research, public service and student internships. (0 ea) 1621328 0 574015 34877572 1 1 0 1 0 0 0 0 1 1 1 0 1 1 1 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 181 0 1 547 1 1 1 0 0 0 0 1 1 0 0 0 34 34 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X Anne Marie Martorana 6178792231 200 The Riverway Boston MA 02215 Kate Taylor 1 X 0 0 0 Stephanie Bennett Smith 1 X 0 0 0 Elizabeth Cluett Thors 1 X 0 0 0 Susan Simon 1 X 0 0 0 A Keena Dunn Clifford 1 X 0 0 0 John Knutson 1 X 0 0 0 Ranch C Kimball 1 X 0 0 0 Robin Mount 1 X 0 0 0 Geneva S Thorndike 1 X 0 0 0 Judith Parks Anderson 1 X 0 0 0 Steven Aveson 1 X 0 0 0 Kathryn Conrad 1 X 0 0 0 Christina Morris Helm 1 X 0 0 0 Kathleen Jaunich 1 X 0 0 0 Thomas Kelly 1 X 0 0 0 Edward Ladd 1 X 0 0 0 Robert Lincoln 1 X 0 0 0 Heather Elizabeth Peach 1 X 0 0 0 Barbara Sallick 1 X 0 0 0 Madeleine Tufts Cormier 1 X 0 0 0 Patricia S Cook 1 X 0 0 0 Alan Morse 1 X 0 0 0 Vicky C Milstein 1 X 0 0 0 John Coburn 1 X 0 0 0 Barbara Drauschke 1 X 0 0 0 Sally Edmonds 1 X 0 0 0 Betty Fuchs 1 X 0 0 0 George Hall 1 X 0 0 0 Mitchell Harris 1 X 0 0 0 John Jackson 1 X 0 0 0 Bonnie Page 1 X 0 0 0 Linda Port 1 X 0 0 0 Doryl LLoyd Rourke 1 X 0 0 0 Ellen Skove 1 X 0 0 0 Anne Marie Martorana 40 X 178460 0 27503 Roy Schifilliti 40 X 171729 0 27975 Julie Wollman 40 X 173671 0 22745 Linda Welter 40 X 188997 0 25989 Adrian Haugabrook 40 X 165516 0 19646 Jackie JenkinsScott 40 X 423297 0 112773 Michael Akillian 20 X 144381 0 30622 Marta Rosa 40 X 140714 0 17157 Kathleen Kirk Bishop 40 X 154979 0 32527 Shirley Malone-Fenner 40 X 125984 0 33449 Joan Bergstrom 40 X 130117 0 26113 Susan Kosoff 40 X 115728 0 32469 2113573 0 408968 19 0 1 0 CSL Consulting LLC 17 Raymond Marchetti Street Ashland MA 01721 Construction owners project manager 135409 1 0 0 199076 0 836909 4011891 530815 5047876 Tuition 611310 27315311 27315311 0 0 Dorm & Dining Fees 611310 5473677 5473677 0 0 Interest Income 611310 36739 36739 0 0 643006 643006 0 0 33468733 867808 0 0 867808 378919 0 0 378919 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Misc Fees 611310 978758 978758 0 0 Perkins loan cancelled 611310 1347 1347 0 0 Facilities rentals 721000 68991 0 68991 0 0 0 0 0 1049096 40812432 34448838 68991 1246727 12000 12000 8898731 8898731 120270 120270 887842 199020 544159 144663 14882956 12158782 2163455 560719 760790 621535 110592 28663 1246921 1018685 181258 46978 1095575 895041 159258 41276 43212 43212 49825 49825 80393 80393 2059918 976091 1042862 40965 65746 51095 14276 375 1199281 783022 317809 98450 396489 396489 1789085 1708234 80851 509242 433718 74019 1505 42560 32555 8595 1410 2120301 1880879 239422 2846401 2517802 328599 192917 66689 126228 Student Services 1545211 1394489 150722 Theatre Operation Expenses 99779 99779 0 0 Educational Vouchers 182135 182135 0 0 Temporary employees 54614 9479 45135 0 Functions, events, orientation 963183 580017 248178 134988 293048 237524 46898 8626 42438425 34877572 6452235 1108618 630190 256096 7623759 1326144 5856976 554046 2299042 2005324 0 0 0 0 1860026 1647559 0 0 864889 901171 103238913 29354024 72235289 73884889 30801583 33783786 5453591 7953311 0 0 3229653 3035512 130854998 125347838 9295443 2669478 0 0 1381370 1335716 42210411 42182607 0 0 0 0 945387 945387 53832611 47133188 X 47677585 47228069 7313981 8111748 22030821 22874833 77022387 78214650 130854998 125347838 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 80393 80393 41279982 41360375 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 101777 101915 89977 80393 374062 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 33159802 689029 3791511 585678 1474448 46313 35533903 45869637 257154 -10637145 617476 1660167 52201 33159802 0.3 0.52 0.18 0 0 0 2259132 2259132 0 89647453 19730880 69916573 0 0 0 0 0 11188020 9488863 1699157 0 144308 134281 10027 73884889 0 F 0 F Alternative Investments 7953311 F 7953311 Funds held by bond trustee 3035512 3035512 0 Government advances for student loans 945387 945387 40812432 42438425 -1625993 2846806 0 0 0 -28550 2818256 1192263 34611687 2846806 0 0 -28550 2818256 31793431 0 9019001 9019001 40812432 33419424 0 0 0 0 0 33419424 0 9019001 9019001 42438425 SchD_P05_S00_L04 Schedule D, Part V, Line 4 Wheelock's endowment provides support for the day to day operations of the College, including financial aid, scholarships, and furthering the mission of the college. SchD_P10_S00_L00 Schedule D, Part X The College is recognized as an organization exempt from income tax under Section 501(c)(3) of the Internal Revenue Code. However, certain activities of exempt organizations, to the extent profitable, may be subject to Federal and state taxation as unrelated business income. No provision for income taxes has been made in these financial statements. The College 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 College has identified its tax status as a tax exempt entity as a tax position and has determined that such tax position does not result in an uncertainty requiring recognition. The College is not currently under examination by any taxing jurisdiction. Its Federal and state income tax returns are generally open for examination for the past three years. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 Change in value of split-interest agreements. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Change in value of split interest agreements. SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Institutional Scholarships. SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b Institutional scholarships. 1 1 1 The College publicizes its non-discrimination policy in its catalog, on its website, and in its help wanted advertising. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 The College received title IV funds, federal grants, and assistance. 1 1 East Asia and the Pacific 0 2 Program Services Higher education undergraduate and graduate degree programs. 684961 East Asia and the Pacific 0 2 Grantmaking Grants and scholarships to two students while attending a semester abroad. 19220 Europe (including Iceland and Greenland) 0 0 Grantmaking Grants and scholarships to six students while attending a semester abroad. 75000 Sub-Saharan Africa 0 0 Grantmaking Grants and scholarships to two students while attending a semester abroad. 26050 0 4 805231 Grants and scholarships while attending a semester abroad. East Asia and the Pacific 2 19220 Grants and scholarships while attending a semester abroad. Europe (including Iceland and Greenland) 6 75000 Grants and scholarships while attending a semester abroad. Sub-Saharan Africa 2 26050 SchF_P01_S00_L02 Schedule F, Part I, Line 2 Grants to students are made in accordance with Federal and institutional financial aid policies. The grant funds are used for academic course work for foreign study abroad. The Registrar's office determines that academic standards are met before academic credit is received by the student Passion for Action 199076 0 199076 0 0 0 51986 10775 18268 0 0 199076 0 199076 0 0 0 51986 10775 18268 81029 118047 1 Citizens Schools Inc 308 Congress Street 5th Floor Boston MA 02210 043259160 501(c)(3) 12000 FMV To help Boston Public Schools reform the science education programming to to promote student success in science. 1 0 Grants and scholarships to attend Wheelock College. 765 0 9019001 Credits at the student accounts' office. SchI_P01_S00_L02 Schedule I, Part I, Line 2 Grants are made and monitored in accordance with Federal and institutional financial aid policies. Amounts are applied to student accounts as credits to the bill at the Bursar's office to offset academic charges. X X X 1 1 X X X X X X 0 1 0 0 0 0 0 1 0 Jackie JenkinsScott 250000 0 45000 0 128297 0 17450 0 95323 0 536070 0 111195 0 Anne Marie Martorana 172650 0 5000 0 810 0 17265 0 10238 0 205963 0 0 0 Roy Schifilliti 165919 0 5000 0 810 0 8633 0 19342 0 199704 0 0 0 Linda Welter 180433 0 5000 0 3564 0 9450 0 16539 0 214986 0 0 0 Julie Wollman 167429 0 5000 0 1242 0 8750 0 13995 0 196416 0 0 0 Adrian Haugabrook 160000 0 5000 0 516 0 8000 0 11646 0 185162 0 0 0 Marta Rosa 139000 0 700 0 1014 0 6950 0 10207 0 157871 0 0 0 Kathleen Kirk Bishop 147419 0 1500 0 6060 0 13900 0 18627 0 187506 0 0 0 Shirley Malone-Fenner 121984 0 1500 0 2500 0 13035 0 20414 0 159433 0 0 0 Joan Bergstrom 123600 0 1500 0 5017 0 12360 0 13753 0 156230 0 0 0 Susan Kosoff 108559 0 1500 0 5669 0 9145 0 23324 0 148197 0 0 0 Michael Akillian 134146 0 5000 0 5235 0 7414 0 23208 0 175003 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a Travel for companions: The president's spouse travels with her from time to time on college business generally for fundraising events or donor visits. Gross-up payments: The college grosses up the annual adjustment for the personal use of the president's college-provided vehicle. Housing allowance or residence for personal use: The president's contract and responsibilities require her to reside in a college-owned home on the business premises of the College near campus. The gross-up payments are taxable income while the travel and housing are not taxable. SchJ_P01_S00_L04 Schedule J, Part I, Line 4 The College's president was paid out $111,195 representing the vested proceeds of a 457(f) plan. SchJ_P01_S00_L07 Schedule J, Part I, Line 7 Cash bonuses were paid in lieu of compensation increases. These bonuses were approved by the Executive Committee of the Board of Trustees. Mass Development Finance Agency 043431814 57583RRE7 2007-09-27 5105000 Refinance MHEFA bonds and construction of campus center/residence hall 0 0 Mass Development Finance Agency 043431814 57583RRF4 2007-09-27 17800000 Refinance MHEFA bonds and construction of campus center/residence hall 0 0 Mass Development Finance Agency 043431814 57583RRG2 2007-09-27 19320000 Refinance MHEFA bonds and construction of campus center/residence hall 0 0 5101993 225514 1953148 0 85937 0 2640862 2008 0 1 1 1 17856977 789301 6836017 0 300778 0 9243019 2008 0 1 1 1 19557642 864472 7487067 0 329423 0 10123306 2008 0 1 1 1 0 1 1 0 1 0.0187 0 0.0187 1 0 1 1 0 1 0.0187 0 0.0187 1 0 1 1 0 1 0.0187 0 0.0187 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 37 530815 FMV @ date of gift 0 1 1 SchM_P01_S00_L32b Schedule M, Part I, Line 32b Wheelock College uses a broker to sell securities donated to the college. F990_P01_S00_L06 Form 990, Part I, Line 6 The number of volunteers is an estimate based on the Alumni Committees, such as Alumni Board, Career Advisory Council, and Endowment Fund Grants Committee. The total number can vary because people rotate on and off. F990_P06_S0A_L06 Form 990, Part VI, Section A, Line 6 The members of the corporation have the right to participate in the College's governance by electing members of the Board of Trustees. F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a The members of the corporation elect the board of trustees. F990_P06_S0B_L11 Form 990, Part VI, Section B, Line 11 The audit committee of the board of trustees reviews the draft in detail before it is finalized then a copy is distributed to the entire board prior to being filed with the IRS. The board reviews the Form 990 and has the opportunity to ask questions. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Each year, the Vice President and Chief Financial Officer (VP & CFO) distributes a questionnaire to each person covered by this policy. The questionnaires are completed and returned to the VP & CFO who summarizes the results. She then reports the results to the chair of the board of trustees, the chair of the corporation, and the president so that they are aware of any potential conflict. Any persons with a conflict may be prohibited from participating in deliberations and decisions relating to the matter. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The review and approval of the president's compensation is done by the chair of the board and the executive committee of the board of trustees each year. None of these individuals had any conflict of interest with respect to this compensation. From time to time, an independent consultant is also engaged to determine appropriate compensation particularly when a new contract is issued. Presidential compensation at similar colleges is reviewed to compare to the presidential compensation at Wheelock. The terms of the president's compensation package are approved and documented by the executive committee of the board of trustees. The board approves any compensation increase or bonus to the officers and from time to time benchmarks compensation of key employees against peer institutions. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Wheelock College makes its governing documents, conflict of interest policy, and financial statements available on its website and/or distributes its hard copies to the public upon request. F990_P07_S0A_L01a Form 990, Part VII, Section A, Line 1a As of July 1, 2009, Michael Akillian went from full time employment to half time. The name and address have been withheld to protect the privacy of the donor This information is available to the IRS upon request 200 The Riverway Boston MA 02215 Charitable remainder trust MA T 3151 49587 1 The name and address have been withheld to protect the privacy of the donor This information is available to the IRS upon request 200 The Riverway Boston MA 02215 Charitable remainder trust MA T 8504 164175 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0