2026-05-13T18:35:15-05:00 2025-06-30 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2024-07-01 042133255 SUFFOLK UNIVERSITY SUFF 6175738400 8 ASHBURTON PLACE BOSTON MA 02108 BARBARA MATEZ CFO & TREASURER 6175738400 2026-05-13 1 1 CRAIG KLEIN P00734640 6178075000 2026-05-13 2024 2025-03-06 01:10:19Z MARISA KELLY 8 ASHBURTON PLACE BOSTON MA 02108 372286152 0 X WWW.SUFFOLK.EDU X 1914 MA SEE SCHEDULE O. 26 25 3334 701 2803547 28621 12467177 13857079 324786614 328946895 7499725 7809960 7508268 8035356 352261784 358649290 130540471 132611373 0 0 142842725 146234231 0 0 2883912 115030026 107611605 388413222 386457209 -36151438 -27807919 833435577 891512276 537833316 606804082 295602261 284708194 X SEE SCHEDULE O. 0 0 149753112 65750997 156741916 THE COLLEGE OF ARTS AND SCIENCES PREPARES STUDENTS OF ALL AGES AND BACKGROUNDS TO LIVE MORE FULFILLING LIVES, TO APPRECIATE AND CONTRIBUTE TO THE COMMUNITIES OF WHICH THEY ARE MEMBERS AND TO REACH THEIR ETHICAL, PERSONAL, INTELLECTUAL AND FINANCIAL GOALS. TO HELP ITS STUDENTS MAXIMIZE THEIR POTENTIAL, THE COLLEGE EMPHASIZES CRITICAL AND ANALYTICAL THINKING THROUGH A RIGOROUS "SUCCESS SKILLS" UNDERGRADUATE CORE PROGRAM IN WRITTEN AND ORAL COMMUNICATION, COMPUTING, ANALYZING, AND INTEGRATING. FACULTY SCHOLARSHIP SUPPORTS DIVERSIFIED LIBERAL ARTS CONCENTRATIONS AVAILABLE IN THE HUMANITIES, THE NATURAL SCIENCES AND THE SOCIAL SCIENCES, ALONG WITH GRADUATE PROGRAMS IN SEVERAL FIELDS, MOST OFFERING CAREER-RELATED PROFESSIONAL PROGRAM TRACKS AND PRACTICAL EXPERIENCE ON OR OFF CAMPUS. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. 108199689 43902179 101768340 THE SAWYER BUSINESS SCHOOL (SBS) CREATES A LEARNING ENVIRONMENT THAT ENABLES STUDENTS TO EMERGE AS SUCCESSFUL LEADERS IN THE PRACTICE OF GLOBAL BUSINESS AND PUBLIC SERVICES. THE SBS VALUES EXCELLENCE IN EDUCATION AND RESEARCH, AND WORKS WITH ITS STUDENTS, ALUMNI, AND BUSINESS PARTNERS TO ACHIEVE THEIR GOALS. THE PROGRAMS ARE BUILT ON THE CORE VALUES OF PROMOTING OPPORTUNITY, EXCELLENCE, QUALITY TEACHING, INCLUSION AND COLLABORATION, AND EXCEPTIONAL SERVICE. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. 70575034 22958197 70663115 THE LAW SCHOOL IS DEDICATED TO WELCOMING STUDENTS FROM ALL BACKGROUNDS AND CIRCUMSTANCES AND EDUCATING THEM TO BECOME HIGHLY SKILLED AND ETHICAL LAWYERS WHO ARE WELL-PREPARED TO SERVE IN THEIR LOCAL COMMUNITIES, ACROSS THE NATION, AND AROUND THE WORLD. THE LAW SCHOOL SEEKS TO DEVELOP IN ITS STUDENTS THE SKILLS NECESSARY TO SERVE THE PROFESSION'S CHANGING NEEDS IN AN INCREASINGLY DIVERSE, GLOBAL, AND TECHNOLOGICALLY-DEPENDENT SOCIETY. THE LAW SCHOOL'S GOAL IS TO PROVIDE ITS STUDENTS WITH ACCESS TO AN EXCELLENT LEGAL EDUCATION, INSPIRE A COMMITMENT TO JUSTICE, AND PROVIDE ITS GRADUATES THE OPPORTUNITY TO ACHIEVE THEIR CAREER ASPIRATIONS. 328527835 1 1 0 1 0 0 0 1 0 1 1 1 0 1 1 1 0 1 1 1 1 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 544 0 1 3334 1 1 1 1 SP 0 0 0 1 1 0 0 0 0 0 0 X 26 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 MA X X BARBARA MATEZ CFO & TREASURER 6175738400 8 ASHBURTON PLACE BOSTON MA 02108 MARISA KELLY PRESIDENT, EX-OFFICIO TRUSTEE 50.00 X X 888855 0 75632 ROBERT C LAMB JR TRUSTEE/CHAIR 1.00 X 0 0 0 TAMELA BAILEY TRUSTEE 1.00 X 0 0 0 DANNY BEST TRUSTEE 1.00 X 0 0 0 PATRICK COEHLO TRUSTEE 1.00 X 0 0 0 SUSAN CONNELLY TRUSTEE 1.00 X 0 0 0 JOSEPH DELISI TRUSTEE 1.00 X 0 0 0 MARIA DIPIETRO TRUSTEE 1.00 X 0 0 0 DARREN DONOVAN TRUSTEE (UNTIL 2/4/2025) 1.00 X 0 0 0 JEFFREY DRAGO TRUSTEE 1.00 X 0 0 0 CHRISTINE GARVEY TRUSTEE 1.00 X 0 0 0 ERNST GUERRIER TRUSTEE 1.00 X 0 0 0 HIND HABBACH TRUSTEE (UNTIL 6/13/2025) 1.00 X 0 0 0 MICHAEL JAMES TRUSTEE 1.00 X 0 0 0 PATRICK JORDAN TRUSTEE 1.00 X 0 0 0 ROBYN LAUKIEN TRUSTEE 1.00 X 0 0 0 KONSTANTINOS LIGRIS TRUSTEE 1.00 X 0 0 0 MANUEL LOPES TRUSTEE 1.00 X 0 0 0 JANE MANCINI TRUSTEE 1.00 X 0 0 0 STACY MILLS TRUSTEE 1.00 X 0 0 0 THE HONORABLE AMY NECHTEM TRUSTEE/VICE CHAIR (UNTIL 6/13/25) 1.00 X 0 0 0 SUSAN RUGNETTA TRUSTEE (UNTIL 6/13/25) 1.00 X 0 0 0 DOROTHY SAVARESE TRUSTEE/VICE CHAIR (EFF. 6/13/25) 1.00 X 0 0 0 MARIE-LOUISE SKAFTE TRUSTEE/SECRETARY 1.00 X 0 0 0 LARRY SMITH TRUSTEE (UNTIL 10/15/24) 1.00 X 0 0 0 JOSEPH SULLIVAN TRUSTEE 1.00 X 0 0 0 MARK SULLIVAN TRUSTEE 1.00 X 0 0 0 KENNETH TAUBES TRUSTEE 1.00 X 0 0 0 BRAYDEN VARR TRUSTEE 1.00 X 0 0 0 CAROL SAWYER PARKS LIFE TRUSTEE 1.00 X 0 0 0 DONNA GRAND PRE SVP/ENROLLMENT 50.00 X 284456 0 64516 JOHN NUCCI SVP/GOV'T & COMMUNITY AFFAIRS 50.00 X 268726 0 23677 MICHELLE QUINLAN CFO/TREASURER (UNITL FEB. 2025) 50.00 X 341163 0 68727 RICK OCHES PROVOST (AS OF 8/1/24) 50.00 X 164557 0 20532 BARBARA MATEZ CFO/TREASURER (AS OF FEB. 2025) 50.00 X 0 0 0 ANDREW PERLMAN DEAN, LAW SCHOOL 50.00 X 455318 0 82813 AMY ZENG DEAN, SAWYER BUSINESS SCHOOL 50.00 X 394258 0 47123 THOMAS DORER GENERAL COUNSEL 50.00 X 319994 0 79655 GREGOR GATLIN VP/MARKETING & COMMUNICATION 50.00 X 312125 0 70211 BORIS LAZIC VP OF ADMINISTRATION 50.00 X 346438 0 33088 LAURA FERRARI VP OF STUDENT AFFAIRS 50.00 X 279107 0 59609 EDIE SPARKS DEAN, COLLEGE ARTS AND SCIENCE 50.00 X 306371 0 54601 KARIN KLIMM VP OF ADVANCEMENT 50.00 X 347745 0 77988 CHRISTOPHER GIBSON PROFESSOR 50.00 X 221821 0 55366 PATRICK SHIN VICE DEAN, LAW SCHOOL 50.00 X 229586 0 33989 ABU JALAL PROFESSOR 50.00 X 235370 0 60261 KATHY VINSON PROFESSOR 50.00 X 221571 0 18513 STEVEN FERREY PROFESSOR 50.00 X 223274 0 62201 JULIE SANDELL FORMER PROVOST 50.00 X 315139 0 27491 6155874 0 1015993 331 1 1 0 ABM INDUSTRY GROUPS LLC PO BOX 643823 PITTSBURG PA 15264 FACILITIES MAINTENANCE & CLEANING 13926349 ONE SIXTY OVER NINETY LLC 510 WALNUT ST FL 19 PHILADELPHIA PA 191063613 MARKETING CAMPAIGN DEVELOPMENT 1699377 DAPA RESEARCH INC 1 CENTRAL ROAD LYNNFIELD MA 01940 MARKET RESEARCH 1238450 NBBJ LP PO BOX 742088 LOS ANGELES CA 900742088 ARCHITECTURE & DESIGN 1002099 COGNIZANT TECHNOLOGY US CORP 550 WEST 34TH STREET NEW YORK NY 10001 ERP SYSTEM IMPLEMENTATION 844989 17 269933 6097458 7489688 394807 13857079 TUITION AND FEES 611310 297449051 297449051 RESIDENCE HALLS/DINING 721000 31497844 30246574 1251270 328946895 5279375 -37319 5316694 235250 235250 2344569 0 2344569 2344569 590069 1754500 15831097 13535762 2295335 2295335 -454 2295789 16935 269933 101100 -84165 -84165 INTO SUFFOLK 611310 1477746 1477746 CENTER FOR RESTORATIVE 611430 821776 821776 POLITICAL RESEARCH CTR 611430 191000 191000 3284430 999981 2284449 5774952 358649290 329173371 2803547 12815293 132500 132500 129902052 129902052 2576821 2576821 5342065 1571654 3347045 423366 106502626 80497472 24870729 1134425 6543870 4801745 1650981 91144 20076766 14731881 5065253 279632 7768904 5700647 1960050 108207 310222 310222 377807 377807 1230733 1230733 1516058 537482 791590 186986 3503866 139102 3343150 21614 3797706 2185218 1481427 131061 8934485 6453208 2481277 29879108 26043288 3835820 3140320 2602772 30071 507477 13668345 11745496 1922849 16518071 15385583 1132488 2602496 1388526 1213970 RESIDENCE HALL EXPENSES 6393059 6393059 ACADEMIC SERVICE/SUPPOR 5609409 5609409 BAD DEBT EXPENSE 956656 956656 BOOKSTORE 157377 157377 9015887 9015887 386457209 328527835 55045462 2883912 47447850 9346317 6340149 5752212 7267650 7477517 300000 450000 3398913 2514326 18895254 18635454 684745333 239868058 447080213 444877275 203199690 205332763 50213028 55183968 49292830 141942444 833435577 891512276 20006426 24714513 6253649 7108222 361227829 495068158 99671729 0 50673683 79913189 537833316 606804082 X 213603977 195536072 81998284 89172122 295602261 284708194 833435577 891512276 X -27807919 23209682 -6295830 X 0 1 X 1 1 1 X 34220204 21685779 20998824 12467177 13857079 103229063 34220204 21685779 20998824 12467177 13857079 103229063 16030902 87198161 9452687 6531207 6021412 6876463 7306444 36188213 105614 48069 27585 28621 209889 2598114 5390846 3910983 3628492 3314160 18842595 158469760 1539696283 0.55030 0.54550 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SEE DESCRIPTION BELOW - 2020 AMOUNT: $ 2,598,114. 2021 AMOUNT: $ 5,390,846. 2022 AMOUNT: $ 3,910,983. 2023 AMOUNT: $ 3,628,492. 2024 AMOUNT: $ 3,314,160. SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME: OTHER INCOME IS PRIMARILY COMPRISED OF BOOKSTORE COMMISSIONS, THE CENTER FOR RESTORATIVE JUSTICE, FUNDRAISING EVENTS AND OTHER MISCELLANEOUS INCOME. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1 1 0 PART II-B, LINE 1: SUFFOLK UNIVERSITY PAYS PROFESSIONAL AND MEMBERSHIP DUES TO VARIOUS EDUCATIONAL ASSOCIATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES ON BEHALF OF THEIR MEMBERS. X X X X 0 252033632 3157108 30089778 13484585 10070144 1229852 260495937 249936630 2011641 28145340 13953332 12900000 1206647 252033632 253973639 2538608 23771110 14551814 14448982 1345931 249936630 305695389 8074410 -33167465 12409383 13057302 1162010 253973639 246207460 4158087 70359613 2471652 11312379 1245740 305695389 0.70370 0.20360 0.09270 1 0 59829777 59829777 459709152 145190829 314518323 49126952 38582637 10544315 77946947 51913860 26033087 38132505 4180732 33951773 444877275 FUNDS HELD OR ADMINISTERED BY OTHERS 218949 F FLEXIBLE CAPITAL 40411453 F PRIVATE EQUITY 14182787 F REAL ESTATE 370779 C 55183968 DEPOSITS WITH BOND TRUSTEES 96719024 RIGHT OF USE ASSET 45223420 141942444 REFUNDABLE US GOVERNMENT GRANT 589944 LEASE OBLIGATION 45323245 LINE OF CREDIT 34000000 79913189 X 241752447 23209682 -6396919 16812763 224939684 1230733 132478873 133709606 358649290 252663298 -133 -133 252663431 1230733 132563045 133793778 386457209 PART III, LINE 4: THE UNIVERSITY'S COLLECTIONS CONSIST OF WORKS OF ART, ARTIFACTS, RARE BOOKS, HISTORICAL DOCUMENTS, AND OTHER SIMILAR MATERIALS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGUED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED REGULARLY. AN EXAMPLE OF A COLLECTION HELD BY THE UNIVERSITY IS THE JOHN JOSEPH MOAKLEY ARCHIVE AND INSTITUTE. THE JOHN JOSEPH MOAKLEY ARCHIVE AND INSTITUTE AT SUFFOLK UNIVERSITY WAS ESTABLISHED IN 2001 UPON CONGRESSMAN MOAKLEY'S GIFT OF HIS PAPERS. THE INSTITUTE IS DEDICATED TO THE PRESERVATION, STUDY, INTERPRETATION, AND CELEBRATION OF CONGRESSMAN MOAKLEY'S LEGACY OF SERVICE AND POLITICAL AND PUBLIC POLICY LEADERSHIP THROUGH PROGRAMMING AND PROMOTION OF JOE MOAKLEY'S CONGRESSIONAL PAPERS. EXHIBIT PROGRAM: THE MOAKLEY INSTITUTE CURATES AND PRESENTS TWO TYPES OF EXHIBITS ON THE LIFE AND LEGACY OF CONGRESSMAN JOE MOAKLEY: GALLERY EXHIBITS AND TRAVELING EXHIBITS. CONGRESSMAN MOAKLEY PAPERS: THE CONGRESSMAN MOAKLEY PAPERS CONSIST OF 522 BOXES OF MATERIALS THAT DOCUMENT THE CONGRESSMAN'S EARLY LIFE, HIS WORLD WAR II SERVICE, HIS TERMS IN THE MASSACHUSETTS HOUSE OF REPRESENTATIVES AND SENATE, AND HIS SERVICE IN THE US CONGRESS. PRIMARILY, THE COLLECTION COVERS MOAKLEY'S CONGRESSIONAL CAREER FROM 1973 TO 2001 INCLUDING DOCUMENTS RELATED TO HIS LEGISLATIVE AND POLICY CAMPAIGNS CENTERED ON HUMAN RIGHTS, THE MOAKLEY COMMISSION IN EL SALVADOR, FIRE-SAFE CIGARETTES, AND HIS PROMOTION OF DISTRICT PROJECTS SUCH AS THE BOSTON HARBOR ISLANDS, THE BIG DIG, AND PRESERVATION OF HISTORIC SITES. PART V, LINE 4: THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 300 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE MAJORITY OF THE FUNDS PROVIDE SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO UNDERGADUATE, GRADUATE, AND LAW SCHOOL STUDENTS. SOME OF THE OTHER USES OF THE FUNDS INCLUDE, BUT ARE NOT LIMITED TO, SUPPORT FOR FELLOWSHIPS, THE CREATION AND FUNDING OF FACULTY CHAIRS, SUPPORT FOR VARIOUS UNIVERSITY CENTERS, AND SUPPORT FOR THE UNIVERSITY'S TEACHING AND RESEARCH ACTIVITIES. THE UNIVERSITY'S SPENDING POLICY IS DESIGNED TO PROVIDE THE UNIVERSITY A STABLE LEVEL OF FINANCIAL SUPPORT AND TO PRESERVE THE ENDOWMENT'S VALUE. PART X, LINE 2: THE UNIVERSITY IS A NOT-FOR-PROFIT ORGANIZATION AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE UNIVERSITY IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTIONS AND DOES NOT BELIEVE IT HAS ANY UNCERTAIN TAX POSITIONS. THE UNIVERSITY'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST -169,971. POST RETIREMENT BENEFIT OBLIGATION 513,218. GAIN ON EARLY EXTINGUISHMENT OF DEBT 18,733. MADRID NON-OPERATING ACTIVITY -16,919. SUFFOLK NON-OPERATING ACTIVITY -6,741,980. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 132,478,873. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSE REPORTED BY SUBSIDIARY IN MADRID -133. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 132,478,873. OTHER NON-OPERATING EXPENSES 84,172. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 SUFFOLK UNIVERSITY DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN, RELIGION, SEX, AGE, DISABILITY, SEXUAL ORIENTATION, GENDER IDENTITY, GENDER EXPRESSION, GENETIC INFORMATION, VIETNAM-ERA OR DISABLED-VETERAN STATUS IN ITS EMPLOYMENT, ADMISSION POLICIES, OR IN THE ADMINISTRATION OR OPERATION OF, OR ACCESS TO ITS ACADEMIC AND NON-ACADEMIC PROGRAMS AND POLICIES. IT DOES NOT DISCRIMINATE ON THE BASIS OF DISABILITY IN VIOLATION OF SECTION 504 OF THE REHABILITATION ACT OF 1973. THE UNIVERSITY PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY ON THE UNIVERSITY'S WEBSITE, APPLICATIONS FOR EMPLOYMENT, AND STUDENT, STAFF AND FACULTY HANDBOOKS. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY RECEIVES AID FOR STUDENTS FROM SUCH FEDERAL PROGRAMS AS PELL, SEOG, FEDERAL WORK STUDY, PERKINS, DIRECT LOANS, ETC. THE UNIVERSITY IS ALSO THE RECIPIENT OF SEVERAL FEDERAL AND STATE GRANTS FROM AGENCIES SUCH AS THE U.S. DEPARTMENT OF JUSTICE PROGRAMS, NATIONAL SCIENCE FOUNDATION AND THE U.S. DEPARTMENT OF EDUCATION, AMONG OTHERS. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 2259198 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 25590541 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES RECRUITING 7329 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES RECRUITING 17040 SOUTH AMERICA 0 0 PROGRAM SERVICES RECRUITING 7995 NORTH AMERICA 0 0 PROGRAM SERVICES RECRUITING 12631 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES RECRUITING 158409 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES RECRUITING 68371 SOUTH ASIA 0 0 PROGRAM SERVICES RECRUITING 11132 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES EDUCATION 95426 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES EDUCATION 1361746 NORTH AMERICA 0 0 PROGRAM SERVICES EDUCATION 58790 SOUTH AMERICA 0 0 PROGRAM SERVICES EDUCATION 19459 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES EDUCATION 18961 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES EDUCATION 31084 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES EDUCATION 133577 SOUTH ASIA 0 0 PROGRAM SERVICES EDUCATION 12196 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING 100872 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 294227 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 2168651 SOUTH AMERICA 0 0 GRANTMAKING 13071 0 0 0 0 0 0 28121514 4319192 32440706 FOREIGN GRANTS PAID - CENTRAL CENTRAL AMERICA AND THE CARIBBEAN 6 100872 CREDIT TO STUDENT'S ACCOUNT OTHER FOREIGN GRANTS PAID - EAST ASIA AND THE PACIFIC EAST ASIA AND THE PACIFIC 21 294227 CREDIT TO STUDENT'S ACCOUNT OTHER FOREIGN GRANTS PAID - EUROPE EUROPE (INCLUDING ICELAND & GREENLAND) 148 2168651 CREDIT TO STUDENT'S ACCOUNT OTHER FOREIGN GRANTS PAID - SOUTH AMERICA SOUTH AMERICA 1 13071 CREDIT TO STUDENT'S ACCOUNT OTHER 1 0 1 1 1 1 PART I, LINE 2: ALL GRANTS ARE AWARDED BASED ON NEED AND/OR MERIT AND CONFORM TO FEDERAL, STATE, AND INSTITUTIONAL REGULATIONS. ELIGIBILITY IS BASED ON A THOROUGH REVIEW AND VERIFICATION OF A FAMILY'S INCOME, ASSETS, SIZE, AND NUMBER OF DEPENDENTS ENROLLED IN COLLEGE. ANNUAL EXPENDITURE REPORTS ARE SUBMITTED TO THE FEDERAL AND STATE GOVERNMENTS FOR REVIEW. THE FUND EXPENDITURES ARE REVIEWED FOR COMPLIANCE IN AN ANNUAL AUDIT CONDUCTED BY AN INDEPENDENT ACCOUNTING FIRM. PART I, LINE 3: EXPENDITURES IN COLUMN (F) ARE BASED ON THE ACCRUAL METHOD OF ACCOUNTING. CELEBRATION OF BLACK EXCELLENCE 38135 22500 15635 52900 13768 FYSIP RECEPTION 195463 195463 11417 64 2 53270 51970 1300 19578 3373 286868 269933 16935 83895 17205 101100 -84165 1 BOSTON PLANNING AND DEVELOPMENT AGENCY 1 CITY HALL BOSTON MA 02201 046006386 GOVERNMENT 30000 0 GENERAL SUPPORT BOSTON PARKS & RECREATION DEPARTMENT 1010 MASSACHUSETTS AVE BOSTON MA 02118 046006386 GOVERNMENT 102500 0 GENERAL SUPPORT 2 0 FINANCIAL AID - UNIVERSITY, FEDERAL & STATE 5907 0 129902052 OTHER CREDIT TO STUDENT'S ACCOUNTS PART I, LINE 2: THE UNIVERSITY PROVIDED FINANCIAL SUPPORT TO BOSTON PLANNING AND DEVELOPMENT AGENCY, AS PART OF THE CITY OF BOSTON, WHICH ASSISTS THE ORGANIZATION TO DEVELOP DOWNTOWN BOSTON AND SURROUNDING NEIGHBORHOODS PURSUANT TO COOPERATIVE AGREEMENT. THE UNIVERSITY PROVIDED FINANCIAL SUPPORT TO THE FUND FOR PARKS AND RECREATION IN BOSTON FOR UPKEEP OF ATHLETIC FIELDS USED BY THE UNIVERSITY AS WELL AS THE SURROUNDING NEIGHBORHOODS. PART III: ALL GRANTS AWARDED ARE BASED ON NEED AND/OR MERIT AND CONFORM TO FEDERAL, STATE, AND INSTITUTIONAL REGULATIONS. ELIGIBILITY IS BASED ON A THOROUGH REVIEW AND VERIFICATION OF A FAMILY'S INCOME, ASSETS, SIZE, AND NUMBER OF DEPENDENTS ENROLLED IN COLLEGE. ANNUAL EXPENDITURE REPORTS ARE SUBMITTED TO THE FEDERAL AND STATE GOVERNMENTS FOR REVIEW. THE FUND EXPENDITURES ARE REVIEWED FOR COMPLIANCE IN AN ANNUAL AUDIT CONDUCTED BY AN INDEPENDENT ACCOUNTING FIRM. X X X 1 1 X X X X X X 0 0 0 0 0 0 0 1 0 MARISA KELLY PRESIDENT, EX-OFFICIO TRUSTEE 679991 0 53816 0 155048 0 31050 0 44582 0 964487 0 0 0 ANDREW PERLMAN DEAN, LAW SCHOOL 439108 0 0 0 16210 0 31050 0 51763 0 538131 0 0 0 AMY ZENG DEAN, SAWYER BUSINESS SCHOOL 383564 0 0 0 10694 0 31050 0 16073 0 441381 0 0 0 KARIN KLIMM VP OF ADVANCEMENT 338933 0 0 0 8812 0 31050 0 46938 0 425733 0 0 0 MICHELLE QUINLAN CFO/TREASURER (UNITL FEB. 2025) 338193 0 0 0 2970 0 31050 0 37677 0 409890 0 0 0 THOMAS DORER GENERAL COUNSEL 315725 0 0 0 4269 0 30510 0 49145 0 399649 0 0 0 GREGOR GATLIN VP/MARKETING & COMMUNICATION 241075 0 0 0 71050 0 23566 0 46645 0 382336 0 0 0 BORIS LAZIC VP OF ADMINISTRATION 342005 0 0 0 4433 0 30870 0 2218 0 379526 0 0 0 EDIE SPARKS DEAN, COLLEGE ARTS AND SCIENCE 304978 0 0 0 1393 0 28800 0 25801 0 360972 0 0 0 DONNA GRAND PRE SVP/ENROLLMENT 283166 0 0 0 1290 0 27000 0 37516 0 348972 0 0 0 JULIE SANDELL FORMER PROVOST 264276 0 0 0 50863 0 27194 0 297 0 342630 0 0 0 LAURA FERRARI VP OF STUDENT AFFAIRS 255112 0 0 0 23995 0 23850 0 35759 0 338716 0 0 0 ABU JALAL PROFESSOR 171042 0 0 0 64328 0 22266 0 37995 0 295631 0 0 0 JOHN NUCCI SVP/GOV'T & COMMUNITY AFFAIRS 263075 0 0 0 5651 0 23677 0 0 0 292403 0 0 0 STEVEN FERREY PROFESSOR 164674 0 0 0 58600 0 21864 0 40337 0 285475 0 0 0 CHRISTOPHER GIBSON PROFESSOR 175637 0 0 0 46184 0 19738 0 35628 0 277187 0 0 0 PATRICK SHIN VICE DEAN, LAW SCHOOL 222077 0 0 0 7509 0 20678 0 13311 0 263575 0 0 0 KATHY VINSON PROFESSOR 158347 0 283 0 62941 0 17313 0 1200 0 240084 0 0 0 RICK OCHES PROVOST (AS OF 8/1/24) 162010 0 0 0 2547 0 14774 0 5758 0 185089 0 0 0 PART I, LINE 1A THE UNIVERSITY PAYS FOR CERTAIN TRAVEL EXPENSES FOR THE UNIVERSITY PRESIDENT'S SPOUSE, ONLY WHEN THAT TRAVEL IS PRIMARILY FOR BONA FIDE BUSINESS PURPOSES OF THE UNIVERSITY. TRAVEL EXPENSES FOR THE PRESIDENT AND HER SPOUSE ARE APPROVED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES. THE HOUSING ALLOWANCE WAS RECEIVED BY THE UNIVERSITY'S PRESIDENT AND IS INCLUDED IN HER TAXABLE WAGES. SOCIAL CLUB DUES WERE PAID BY THE UNIVERSITY ON BEHALF OF AN OFFICER. THE DUES ARE NOT INCLUDED IN THE EMPLOYEE'S TAXABLE WAGES AS THE SOCIAL CLUB IS USED TO CONDUCT UNIVERSITY BUSINESS. PART I, LINE 7 DURING AN EXECUTIVE SESSION OF THE COMPENSATION COMMITTEE, THE COMMITTEE COMPLETED AN ANNUAL PERFORMANCE REVIEW OF THE PRESIDENT AND AGREED UPON A BONUS AMOUNT THAT REFLECTED HER PERFORMANCE DURING THE PRECEDING YEAR. A MA DEVEOPMENT FINANCE AGENCY SERIES 2017 043431814 57584XM81 2017-04-27 185251323 REFUND SERIES 2009A - PARTIAL 1 0 0 B MA DEVEOPMENT FINANCE AGENCY SERIES 2019 043431814 57584YSB6 2019-04-03 92159803 REFUND SERIES 2009A - PARTIAL 1 0 0 C MA DEVEOPMENT FINANCE AGENCY SERIES 2020A 043431814 57584YYF0 2020-04-03 62034899 REFUND SERIES 2010 0 0 0 D MA DEVEOPMENT FINANCE AGENCY SERIES 2021 043431814 57584YL64 2021-05-06 77928875 RETIRE TAXABLE LOAN AND FINANCE CAPITAL EXPENSES 0 0 0 A 5440000 7115000 185251323 1910 185249413 2017 1 0 1 1 B 2400000 3595000 92159803 732168 91427635 2019 1 0 1 1 C 62034899 529282 61505617 2020 1 0 1 1 D 77928875 6859039 71069836 2021 0 1 1 1 A 0 1 1 1 0 0.00740 0.00050 0.00790 0 0 1 B 0 1 1 1 0 0.00270 0.00270 0 0 1 C 0 1 1 1 0 0.00010 0.00010 0 0 1 D 0 1 1 1 0 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 0 0 1 0 0 0 0 1 D 0 0 0 1 0 0 0 0 1 A 1 B 1 C 1 D 1 PART I, COLUMN (F) - DESCRIPTION OF PURPOSE BOND ISSUE A & B - THE SERIES 2009A BONDS WERE ISSUED ON 11/18/2009. BOND ISSUE C - THE SERIES 2010 BONDS WERE ISSUED ON 10/14/2020. BOND ISSUE D - THE LINE OF CREDIT WAS INCURRED ON 9/10/2019. THE SERIES 2025 BONDS WERE ISSUED TO (I) FINANCE NEW CAPITAL PROJECTS, (II) PAY ACCRUED INTEREST ON THE SERIES 2017 AND SERIES 2019 BONDS DUE JULY 1, 2025, (III) CURRENT REFUND AND/OR PAY UPON TENDER AND DEFEASE A PORTION OF SERIES 2017 AND SERIES 2019 BONDS, (IV) REPAY A TAXABLE BRIDGE LOAN USED TO FINANCE CONSTRUCTION OF A NEW DORM, AND (V) FINANCE COSTS OF ISSUANCE. PART IV, LINE 2C, COLUMN A THE REBATE COMPUTATION DATE FOR THE 2017 BOND ISSUE WAS 4/30/2022. PART IV, LINE 2C, COLUMN B THE REBATE COMPUTATION DATE FOR THE 2019 BOND ISSUE WAS 4/30/2022. PART IV, LINE 2C, COLUMN C THE REBATE COMPUTATION DATE FOR THE 2020A BOND ISSUE WAS 4/30/2022. PART IV, LINE 2C, COLUMN D THE REBATE COMPUTATION DATE FOR THE 2021 BOND ISSUE WAS 4/30/2022. A MA DEVEOPMENT FINANCE AGENCY SERIES 2025 043431814 57585BKJ6 2025-05-20 157356765 SEE PART VI 0 0 0 A 157356765 1543314 38278169 117535282 2025 1 1 0 1 A 0 1 1 1 0 0.00080 0.00080 0 0 1 A 0 1 0 0 1 0 0 0 1 A 1 MARISA KELLY PRESIDENT, EX-OFFICIO TRUSTEE SPLIT-DOLLAR LOAN AGREEMENT X 150000 150000 0 1 1 MARISA KELLY PRESIDENT, EX-OFFICIO TRUSTEE SPLIT-DOLLAR LOAN AGREEMENT X 150000 150000 0 1 1 MARISA KELLY PRESIDENT, EX-OFFICIO TRUSTEE SPLIT-DOLLAR LOAN AGREEMENT X 150000 150000 0 1 1 450000 X 20 394807 MEAN PRICE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART I, LINE 1 AND PART III, LINE 1 DESCRIPTION OF ORGANIZATION MISSION: AT SUFFOLK UNIVERSITY WE ARE DRIVEN BY THE POWER OF EDUCATION, INCLUSION, AND ENGAGEMENT TO CHANGE LIVES AND POSITIVELY IMPACT COMMUNITIES. COMMITTED TO EXCELLENCE, WE PROVIDE STUDENTS WITH EXPERIENTIAL AND TRANSFORMATIONAL LEARNING OPPORTUNITIES THAT BEGIN IN THE CENTER OF BOSTON, REACH ACROSS THE GLOBE, AND LEAD TO EXTRAORDINARY OUTCOMES FOR OUR GRADUATES. FORM 990, PART III, LINE 4A AND 4B, PROGRAM SERVICE ACCOMPLISHMENTS: REVENUES RELATED TO THE UNIVERSITY'S PROGRAM SERVICES ARE ALLOCATED BASED ON THE SCHOOL IN WHICH ACADEMIC COURSES ARE TAUGHT. EXPENSES ARE ALLOCATED BASED ON THE FTE ENROLLMENT IN THE RESPECTIVE SCHOOLS. FORM 990, PART VI, SECTION A, LINE 1A IN THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT AND EXECUTION OF THE AFFAIRS OF SUFFOLK UNIVERSITY IN ALL MATTERS EXCEPT THOSE WITH RESPECT TO WHICH AUTHORITY IS GIVEN IN THE UNIVERSITY'S BYLAWS TO THE ADMINISTRATION AND FINANCE COMMITTEE AND EXCEPT THOSE WHICH PURSUANT TO LAW OR SPECIFIC SECTIONS OF THE BYLAWS REQUIRE THE VOTE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE CONTROLLER OF SUFFOLK UNIVERSITY IS RESPONSIBLE FOR PROVIDING THE INFORMATION NECESSARY FOR THE UNIVERSITY'S TAX ADVISOR TO PREPARE FORM 990. RECOMMENDED CHANGES ARE DISCUSSED WITH SENIOR MANAGEMENT AND INCORPORATED INTO THE RETURN. THE DRAFT FORM IS THEN PROVIDED TO THE AUDIT, COMPLIANCE, AND RISK MANAGEMENT COMMITTEE OF THE BOARD OF TRUSTEES SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE TO ENABLE A DETAILED AND CONSCIENTIOUS REVIEW BY ALL MEMBERS OF THE COMMITTEE WITH SENIOR MANAGEMENT AND THE UNIVERSITY'S TAX ADVISOR. ALL QUESTIONS AND CONCERNS OF THE AUDIT, COMPLIANCE, AND RISK MANAGEMENT COMMITTEE MEMBERS ARE ADDRESSED AND INCORPORATED INTO THE FORM AS APPROPRIATE. AFTER THE AUDIT, COMPLIANCE, AND RISK MANAGEMENT COMMITTEE REVIEW, ALL MEMBERS OF THE GOVERNING BODY ARE PROVIDED A LINK TO A PASSWORD-PROTECTED WEBSITE ON WHICH THE ENTIRE FORM 990 CAN BE VIEWED IN ADVANCE OF THE FILING DEADLINE. ALL QUESTIONS AND CONCERNS OF THE MEMBERS OF THE BOARD OF TRUSTEES ARE ADDRESSED BY THE CFO AND TREASURER AND INCORPORATED INTO THE FORM 990 AS APPROPRIATE. AFTER ALL OF THE INPUT FROM THE BOARD OF TRUSTEES AND THE AUDIT, COMPLIANCE, AND RISK MANAGEMENT COMMITTEE HAS BEEN APPROPRIATELY ADDRESSED, THE CFO AND TREASURER OF THE UNIVERSITY IS AUTHORIZED TO FILE THE FORM 990 WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE AUDIT, COMPLIANCE, AND RISK MANAGEMENT COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OBTAINING A CONFLICT OF INTEREST DISCLOSURE STATEMENT FROM ALL BOARD MEMBERS, OFFICERS OF THE UNIVERSITY, AND ALL EMPLOYEES OF THE UNIVERSITY HOLDING CERTAIN POSITIONS AS DETERMINED BY THE AUDIT, COMPLIANCE AND RISK MANAGEMENT COMMITTEE, REFERRED TO AS COVERED PERSONS. THE DISCLOSURE STATEMENT IS TO BE COMPLETED UPON FIRST ACCEDING TO THE OFFICER POSITION, UPON MATERIAL CHANGE IN THE INFORMATION REQUESTED, AND IN JULY OF EACH YEAR. THE AUDIT, COMPLIANCE, AND RISK MANAGEMENT COMMITTEE PROVIDES THE BOARD WITH A SUMMARY REPORT OF ANY CONFLICT OF INTEREST AT LEAST ANNUALLY, AND MORE FREQUENTLY AS APPROPRIATE. THE AUDIT, COMPLIANCE, AND RISK MANAGEMENT COMMITTEE MAY INVITE THE COVERED PERSON TO MAKE A PRESENTATION AT A MEETING TO DISCUSS THE TRANSACTION. THE AUDIT, COMPLIANCE, AND RISK MANAGEMENT COMMITTEE WILL THEN DETERMINE BY A MAJORITY VOTE WHETHER THE TRANSACTION IS IN THE UNIVERSITY'S BEST INTEREST, AND WHETHER IT IS FAIR AND REASONABLE, AND THEREFORE WHETHER THE UNIVERSITY MAY OR MAY NOT ENTER INTO THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 FOR THE COMPENSATION SETTING PROCESS OF THE PRESIDENT, THE BOARD OF TRUSTEES ENGAGED AN INDEPENDENT FIRM TO ANALYZE AND COMPARE THE COMPENSATION OF CEOS AT COMPARABLE INSTITUTIONS. A COMMITTEE OF THE BOARD OF TRUSTEES WORKED WITH THE INDEPENDENT FIRM TO ANALYZE THE COMPENSATION DATA. AFTER REVIEWING THE RESULTS OF THE STUDY AND IN CONSULTATION WITH COUNSEL, THE COMMITTEE PROPOSED COMPENSATION FOR THE PRESIDENT. A CONTRACT WAS PREPARED BY THE COUNSEL, WHICH WAS VOTED ON AND APPROVED AT A MEETING OF THE FULL BOARD OF TRUSTEES. FUTURE AMENDMENT/CONTRACT CHANGES ARE REVIEWED BY COUNSEL. FOR THE COMPENSATION SETTING PROCESS OF OTHER OFFICERS AND KEY EMPLOYEES, THE BOARD OF TRUSTEES ENGAGED AN INDEPENDENT FIRM TO ANALYZE AND COMPARE THE COMPENSATION OF INDIVIDUALS IN COMPARABLE POSITIONS AT COMPARABLE INSTITUTIONS. A COMMITTEE OF THE BOARD OF TRUSTEES WORKED WITH THE INDEPENDENT FIRM TO ANALYZE THE COMPENSATION DATA. THE COMPENSATION FOR ALL OFFICERS AND KEY EMPLOYEES WITH MULTI-YEAR CONTRACTS IS VOTED ON AND APPROVED AT A MEETING OF THE FULL BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 16: THE UNIVERSITY PARTICIPATED IN A JOINT VENTURE AGREEMENT THAT HELPS UNIVERSITIES EXPAND INTERNATIONAL RECRUITMENT AND ENSURES INTERNATIONAL STUDENTS' SUCCESS ON CAMPUS THROUGH PROVEN PROGRAMS THAT BETTER PREPARE STUDENTS FOR ACADEMIC SUCCESS. THE JOINT VENTURE INCLUDED TWO PARTIES AND WAS GOVERNED BY A EIGHT MEMBER BOARD OF DIRECTORS COMPRISING FOUR REPRESENTATIVES FROM EACH ORGANIZATION. PRIOR TO SIGNING, THE AGREEMENT WAS REVIEWED BY INTERNAL AND EXTERNAL LEGAL COUNSEL TO ENSURE IT COMPLIED WITH TAX REGULATIONS. THE REVENUE RECOGNIZED PURSUANT TO THE AGREEMENT IS CONSIDERED IN PART VIII AS RELATED OR EXEMPT FUNCTION REVENUE. THE AGREEMENT ALSO INCLUDED A PROVISION FOR TERMINATING THE AGREEMENT IN THE EVENT THAT CONTINUATION OF THE AGREEMENT WOULD CAUSE THE UNIVERSITY TO LOSE ITS TAX-EXEMPT STATUS. THE JOINT VENTURE ENDED 7/31/2024. FORM 990, PART VI, SECTION C, LINE 19 ALL REQUESTS FOR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND TAX RETURNS ARE RECEIVED BY THE PRESIDENT AND/OR VICE PRESIDENT'S OFFICES AND ARE TURNED OVER TO THE CFO AND TREASURER'S OFFICE FOR IMMEDIATE RESPONSE. TAX RETURNS AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL AND GUIDESTAR WEBSITES. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST -169,971. GAIN ON EARLY EXTINGUISHMENT OF DEBT 18,733. POST RETIREMENT BENEFIT OBLIGATION 513,218. OTHER NON-OPERATING -6,657,810. SUFFOLK UNIVERSITY MADRID CAMPUS SL CALLE VINA 3 MADRID SP 28003 000000000 HIGHER EDUCATION SP N/A C -16785 1.00000 1 CRUT INVESTING MA N/A T 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 NA