2026-05-14T16:37:25-05:00 2025-06-30 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2024-07-01 020222182 SAINT ANSELM COLLEGE SAIN 6036417000 100 SAINT ANSELM DRIVE MANCHESTER NH 03102 JOSEPH A FAVAZZA PHD PRESIDENT 6036417121 2026-05-13 1 1 CRAIG KLEIN P00734640 6178075000 2026-05-13 2024 2025-03-06 01:10:19Z DR JOSEPH A FAVAZZA 100 SAINT ANSELM DRIVE MANCHESTER NH 03102 228140320 0 X WWW.ANSELM.EDU X 1889 NH LIBERAL ARTS EDUCATION THAT INCORPORATES OPPORTUNITIES FOR PROFESSIONAL AND CAREER PREPARATION. 39 38 1407 150 0 987837 27470897 36351547 131960926 139549717 7338181 16136988 0 47019 166770004 192085271 59000602 63965007 0 0 54033139 54464061 0 0 4561753 39537986 41262421 152571727 159691489 14198277 32393782 380089499 449040160 95439868 120476001 284649631 328564159 X SAINT ANSELM IS A CATHOLIC, BENEDICTINE COLLEGE PROVIDING ALL OF ITS STUDENTS A DISTINCTIVE LIBERAL ARTS EDUCATION THAT INCORPORATES OPPORTUNITIES FOR PROFESSIONAL AND CAREER PREPARATION. IT DOES SO IN A LEARNING COMMUNITY THAT ENCOURAGES THE LIFELONG PURSUIT OF THE TRUTH AND FOSTERS INTELLECTUAL, MORAL AND SPIRITUAL GROWTH TO SUSTAIN AND ENRICH ITS GRADUATES' PERSONAL LIVES, WORK, AND ENGAGEMENT WITHIN LOCAL, NATIONAL, AND GLOBAL COMMUNITIES. 0 0 139378240 63965007 139549717 EDUCATIONAL SERVICES: SAINT ANSELM COLLEGE (THE COLLEGE), A NEW HAMPSHIRE NOT-FOR-PROFIT (VOLUNTARY) CORPORATION, IS A CATHOLIC LIBERAL ARTS COLLEGE IN THE BENEDICTINE TRADITION. THE COLLEGE WAS ESTABLISHED IN 1889. IT IS ACCREDITED BY THE NEW ENGLAND COMMISSION OF HIGHER EDUCATION. 139378240 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 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 3025 0 1 1407 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 39 38 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X WILLIAM FURLONG 6036417121 100 SAINT ANSELM DRIVE MANCHESTER NH 03102 F JOSEPH LOUGHREY CHAIR 2.00 X X 0 0 0 MR JOHN B LAVELLE VICE CHAIR 2.00 X X 0 0 0 BRO ISAAC S MURPHY OSB CHANCELLOR 1.00 X X 0 0 0 MR JAMES VAN HOOF ESQ TREASURER 2.00 X X 0 0 0 MR MICHAEL J REIGEL SECRETARY 1.00 X X 0 0 0 MS XILORLVETTE BERNAZZI BOARD MEMBER (THRU 03/07/25) 1.00 X 0 0 0 MR GREG CEDRONE BOARD MEMBER 1.00 X 0 0 0 MR DAVID COLLINS BOARD MEMBER 1.00 X 0 0 0 MS SUSAN M CONNELLY BOARD MEMBER 1.00 X 0 0 0 MR DANIEL DALY PHD BOARD MEMBER 1.00 X 0 0 0 MS JEANETTE M DAVILA BOARD MEMBER 1.00 X 0 0 0 REV BERNARD W DISCO OSB BOARD MEMBER 1.00 X 0 0 0 MR ROBERT DUNN ESQ BOARD MEMBER 1.00 X 0 0 0 REV MATHIAS D DURETTE OSB BOARD MEMBER 1.00 X 0 0 0 DR MARGARET A EMMONS BOARD MEMBER 1.00 X 0 0 0 BRO DUNSTAN ENZOR OSB BOARD MEMBER 1.00 X 0 0 0 MS SHEILA O EVJY BOARD MEMBER 1.00 X 0 0 0 MR KEVIN R FITZGERALD BOARD MEMBER 1.00 X 0 0 0 REV JOHN FORTIN OSB BOARD MEMBER 1.00 X 0 0 0 SR ELINOR GARDNER BOARD MEMBER (THRU 09/30/24) 1.00 X 0 0 0 MS BEVERLY GRAPPONE BOARD MEMBER 1.00 X 0 0 0 DR SUSAN HORTON DNP BOARD MEMBER 1.00 X 0 0 0 MS LORI HOYT-RIPA BOARD MEMBER 1.00 X 0 0 0 MR ROGER JEAN BOARD MEMBER 1.00 X 0 0 0 E ELON JOFFREE DMD MPH BOARD MEMBER 1.00 X 0 0 0 REV AUGUSTINE G KELLY OSB BOARD MEMBER 1.00 X 0 0 0 MS ELIZABETH KELLY BOARD MEMBER 1.00 X 0 0 0 MR IVAN LAMOURT BOARD MEMBER 1.00 X 0 0 0 REV STEPHEN LAWSON OSB BOARD MEMBER 1.00 X 0 0 0 DR LAURENCE R MCCARTHY BOARD MEMBER (THRU 09/30/24) 1.00 X 0 0 0 MR MATTHEW P O'CONNOR BOARD MEMBER 1.00 X 0 0 0 MS JENNIFER PARENT BOARD MEMBER 1.00 X 0 0 0 REV BENET C PHILLIPS OSB BOARD MEMBER 1.00 X 0 0 0 DR KARA PITT MD BOARD MEMBER 1.00 X 0 0 0 MR DANIEL PUOPOLO BOARD MEMBER 1.00 X 0 0 0 MR RONALD RENAUD JR BOARD MEMBER (THRU 07/01/24) 1.00 X 0 0 0 MS LYNDSAY ROBINSON ESQ BOARD MEMBER 1.00 X 0 0 0 MR RAY A ROTHROCK BOARD MEMBER (THRU 09/30/24) 1.00 X 0 0 0 MR CHRIS SALAMONE ESQ BOARD MEMBER 1.00 X 0 0 0 MR ROBERT F SAVARD BOARD MEMBER 1.00 X 0 0 0 FR ANSELM SMEDILE OSB BOARD MEMBER 1.00 X 0 0 0 MR MATTHEW J STEINAWAY BOARD MEMBER 1.00 X 0 0 0 MS MARILOU WATSON BOARD MEMBER (THRU 09/30/24) 1.00 X 0 0 0 MR WILLIAM WITHINGTON BOARD MEMBER 1.00 X 0 0 0 DR JOSEPH FAVAZZA PRESIDENT 40.00 X X 518033 0 128854 MR WILLIAM FURLONG VP, FINANCE & CFO 40.00 X 256706 0 66071 MR JAMES F FLANAGAN SR. VP, COLLEGE ADVANCEMENT 40.00 X 312396 0 117869 DR SHEILA LIOTTA VP, ACADEMIC AFFAIRS 40.00 X 250259 0 46398 MR STEVEN GOETSCH VP, ENROLLMENT 40.00 X 209081 0 58360 DR DIANE UZARSKI DEAN, SCHOOL OF NURSING AND HEALTH SCIENCES 40.00 X 235563 0 23723 MR STEVEN MCDEVITT CHIEF INFORMATION OFFICER 40.00 X 200407 0 22549 MR DARON MONTGOMERY VP, ATHLETICS & ATHLETIC DIRECTOR (THRU 01/10/25) 40.00 X 184654 0 55610 DR GARY BOUCHARD PROFESSOR & DIR. HUMANITIES INSTITUTE 40.00 X 173552 0 46082 DR MARK CRONIN AVP, ACADEMIC AFFAIRS & ACADEMIC DEAN 40.00 X 170568 0 51822 MR NEIL LEVESQUE FORMER KE, EXEC DIR. NHIOP 40.00 X 187154 0 56064 DR ALICIA FINN VP, STUDENT AFF./FORMER HCE 40.00 X 112313 0 17504 2810686 0 690906 81 1 1 0 LAVALLEE BRENSINGER PLLC 155 DOW STREET SUITE 400 MANCHESTER NH 03101 ARCHITECTURAL SERVICES 930652 MASSLIVECOM DEPT 77571 PO BOX 77000 DETROIT MI 482770571 MARKETING SERVICES 397874 GRACE LIMOUSINE 995 GOFFSTOWN ROAD MANCHESTER NH 03102 TRANSPORTATION PROVIDER 236387 CONCORD COACH LINES INC 7 LANGDON STREET CONCORD NH 03301 TRANSPORTATION PROVIDER 228225 PURITAN CAPITAL 95 RUNNELLS BRIDGE ROAD HOLLIS NH 03049 GRAPHIC DESIGN & PRINTING 226145 7 72525 4866074 31412948 20276094 36351547 STUDENT TUITION & FEES 611710 102873320 102873320 STUDENT ROOM & BOARD 611710 31977120 31977120 AUXILIARY REVENUE 900099 4699277 4699277 139549717 2782997 2782997 162978 0 162978 162978 162978 49156299 29942 35832250 0 13324049 29942 13353991 13353991 106840 72525 222799 -115959 -115959 192085271 139549717 0 16184007 63481457 63481457 483550 483550 2127240 463588 914269 749383 38672510 31904653 5040147 1727710 2482597 2048847 323014 110736 8531775 6955118 1200783 375874 2649939 2057805 482778 109356 89765 12786 76979 197026 197026 496537 496537 4421050 3833446 491881 95723 1017624 329515 631221 56888 3016610 2193146 538607 284857 2736495 1245105 1333823 157567 6230630 5952930 225757 51943 2346183 2202784 28913 114486 286942 258377 19870 8695 2729315 2451442 224540 53333 7127344 4565822 2069882 491640 814958 814958 DINING SERVICES 7121553 7121553 CATERING & DINING 778187 648661 45145 84381 BOOKS & PERIODICALS 672563 670804 1737 22 MEMBERSHIPS 304084 153493 133430 17161 875555 343358 460199 71998 159691489 139378240 15751496 4561753 1916137 2485813 13599978 19439912 11771303 12628862 4045027 4126677 892265 338691 2689303 3071825 243003060 95866862 123973535 147136198 72584953 82100073 141180044 149905867 7436954 27806242 380089499 449040160 12042350 12507124 4903445 5457967 75701888 99934567 1237108 1014994 1555077 1561349 95439868 120476001 X 168233318 183068575 116416313 145495584 284649631 328564159 380089499 449040160 X 32393782 10885385 635361 X 0 1 X 1 1 1 X 15490079 12623017 12699186 27470897 36351547 104634726 15490079 12623017 12699186 27470897 36351547 104634726 21861826 82772900 148952 474099 1472188 2027561 2945975 7068775 596342 610715 143167 275032 1625256 113328757 0.73040 0.85420 X 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: THE COLLEGE IS A DUES PAYING MEMBER OF AGB, NACUBO, NAICU, AND NHCUC; A PORTION OF ITS ANNUAL DUES ARE ATTRIBUTABLE TO LOBBYING. THE COLLEGE HAS NOT DETERMINED THE PORTION OF ITS DUES ALLOCABLE TO LOBBYING. X X X 0 213587856 2842371 25834649 4111626 6038221 192525 231922504 200158610 1556530 21929247 4525390 5531141 213587856 192714136 3313792 13924461 4140698 5653081 200158610 219981962 4874666 -23597826 2410362 6134304 192714136 162972020 3979914 57487195 2531038 3926129 217981962 0.56580 0.25510 0.17910 0 0 16656241 16656241 159163380 79737421 79425959 31760965 14034657 17726308 35422474 2094784 33327690 147136198 EQUITIES 65444773 F PRIVATE EQUITY 35884312 F FLEXIBLE CAPITAL 28919355 F REAL ASSETS 19657427 F 149905867 FUNDS HELD IN SUPPORT OF SPLIT-INTEREST AGREEMENTS 2455752 BENEFICIAL INTEREST IN SPLIT-INTEREST AGREEMENTS 5350490 REAL ESTATE 20000000 27806242 OBLIGATIONS UNDER SPLIT-INTEREST AGREEMENTS 1561349 1561349 X 139394644 10885385 -63302274 -52416889 191811533 496537 -222799 273738 192085271 95480116 -63937635 -63937635 159417751 496537 -222799 273738 159691489 PART III, LINE 1A: THE COLLEGE HOLDS CERTAIN COLLECTIONS OF WORKS OF ART AND FURNISHINGS. THESE COLLECTIONS ARE HELD FOR PUBLIC EXHIBITION, CARED FOR, AND PRESERVED AND ARE SUBJECT TO COLLEGE POLICIES REGARDING THEIR USE. PROCEEDS FROM THE SAME OF COLLECTION ITEMS ARE USED ONLY TO ACQUIRE NEW OR MAINTAIN EXISTING COLLECTIONS. THE VALUE OF THE COLLEGE'S COLLECTIONS ARE NOT SUBJECT TO REASONABLE ESTIMATION. ACCORDINGLY, THE COLLECTIONS ARE NOT RECORDED IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. PART III, LINE 4: THE COLLEGE HOLDS CERTAIN COLLECTIONS OF WORKS OF HISTORIC AND CONTEMPORARY FINE AND DECORATIVE ART UNDER THE CARE OF THE ALVA DE MARS MEGAN CHAPEL ART CENTER. THESE COLLECTIONS ARE PERIODICALLY EXHIBITED IN CURATED PUBLIC EXHIBITIONS, AND WHEN NOT ON VIEW ARE HOUSED IN A SECURED, CLIMATE-CONTROLLED ENVIRONMENT. EXHIBITIONS OF ARTWORKS FROM THIS COLLECTION ARE MOUNTED TO SERVE THE PUBLIC AND THE COLLEGE FACULTY AND STUDENTS, ARE FREE OF ADMISSION CHARGE, AND ARE OFTEN MOUNTED IN TANDEM WITH RELATED FREE PUBLIC PROGRAMS INCLUDING SCHOLARLY LECTURES, CONCERTS, AND GALLERY TALKS. THE COLLECTION IS CATALOGUED FOR EASE OF ACCESS BY THE CURATOR, STUDENT INTERNS, AND MEMBERS OF THE COLLEGE FACULTY FOR RESEARCH PROJECTS OR TEACHING, AND FACULTY AND STUDENTS MAKE USE OF ARTWORKS IN THE COLLECTION FOR THESE PURPOSES, FACILITATED BY THE CHAPEL ART CENTER CURATORIAL STAFF. IN KEEPING WITH BEST PRACTICES FOR MUSEUM COLLECTIONS, THESE ARTWORKS ARE NOT DISPOSED OF FOR FINANCIAL GAINS NOR ARE THEY ENCUMBERED IN ANY MANNER. ACCORDINGLY, THESE COLLECTIONS ARE NOT CAPITALIZED OR RECORDED FOR PURPOSES OF PREPARING THE ACCOMPANYING FINANCIAL STATEMENTS. PART V, LINE 4: THE COLLEGE'S ENDOWMENT CONSISTS OF BOARD-DESIGNATED FUNDS AND FUNDS CONTRIBUTED TO THE COLLEGE, THE INCOME FROM WHICH IS TO BE USED FOR SCHOLARSHIPS, CAPITAL IMPROVEMENTS, FACULTY DEVELOPMENT EXPENSES, LIBRARY EXPENSES AND VARIOUS OTHER PROGRAM EXPENSES. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: THE COLLEGE IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME. GIVEN THE LIMITED TAXABLE ACTIVITIES OF THE COLLEGE, MANAGEMENT HAS CONCLUDED THAT DISCLOSURES RELATIVE TO TAX PROVISIONS ARE NOT NECESSARY. THE COLLEGE IS REQUIRED TO ASSESS UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT ARE MATERIAL TO ITS CONSOLIDATED FINANCIAL STATEMENTS. THE COLLEGE IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE COLLEGE'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 AGREEMENTS 635,361. FINANCIAL AID -63,774,657. RECLASS NONOPERATING EXPENSE TO REVENUE -162,978. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE RECLASS -222,799. PART XII, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -63,774,657. RECLASS NONOPERATING EXPENSE TO REVENUE -162,978. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE RECLASS -222,799. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 CONSISTENT WITH THE BENEDICTINE, CATHOLIC PRINCIPLES THAT SUSTAIN THE MISSION AND HERITAGE OF SAINT ANSELM COLLEGE, NO ONE ACTING ON BEHALF OF THE COLLEGE OR IN ADMINISTERING THE AFFAIRS OF THE COLLEGE, SHALL DISCRIMINATE AGAINST ANY STUDENT, FACULTY, STAFF, VENDOR, OR CONTRACTOR ON THE BASIS OF THE INDIVIDUAL'S RACE, COLOR, GENDER, RELIGION, NATIONAL ORIGIN, MARITAL STATUS, AGE, DISABILITY, SEXUAL ORIENTATION, OR VETERAN STATUS. SCHEDULE E, PART I, LINE 6 THE COLLEGE RECEIVES AMOUNTS FOR STUDENT FINANCIAL ASSISTANCE FROM THE U.S. DEPARTMENT OF EDUCATION. IT ALSO RECEIVES VARIOUS OTHER GRANTS FROM THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES, THE U.S. DEPARTMENT OF HOMELAND SECURITY (FEDERAL EMERGENCY MANAGEMENT AGENCY), THE U.S. DEPARTMENT OF TREASURY, THE DEPARTMENT OF JUSTICE, THE NATIONAL SCIENCE FOUNDATION, THE NATIONAL ENDOWMENT FOR THE HUMANITIES, AS WELL AS AMOUNTS FROM THE STATE OF NEW HAMPSHIRE. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 30843778 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 4966040 EUROPE (INCLUDING ICELAND & GREENLAND) GRANTS 468600 EAST ASIA AND THE PACIFIC GRANTS 14950 0 0 0 0 0 0 36293368 0 36293368 EUROPE (INCLUDING ICELAND & GREENLAND) 35 468600 CREDIT TO STUDENT ACCOUNTS EAST ASIA AND THE PACIFIC 2 14950 CREDIT TO STUDENT ACCOUNTS 1 0 1 1 1 0 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANTS AND OTHER ASSISTANCE THE COLLEGE'S FINANCIAL AID OFFICE MONITORS ALL RECIPIENTS OF SCHOLARSHIP AWARDS TO DETERMINE BOTH INITIAL AND CONTINUING ELIGIBILITY BASED UPON THE CRITERIA FOR THE TYPE OF AWARD. VARIOUS CRITERIA MAY INCLUDE, BUT IS NOT LIMITED TO, ACADEMIC PERFORMANCE, FINANCIAL NEED, OR OTHER CRITERIA ESTABLISHED BY DONORS OF SCHOLARSHIP FUNDS. VARIOUS COLLEGE DEPARTMENTS ALSO AWARD FELLOWSHIPS TO STUDENTS FOR THE PURPOSE OF STUDY OR RESEARCH, INCLUDING THE COMPLETION OF UNPAID INTERNSHIPS. PART II, LINE 1 ACCOUNTING METHOD: THE COLLEGE HAS CERTAIN ALTERNATIVE INVESTMENTS THAT IT MAY MAKE TRANSFERS TO OR GENERATE OWNERSHIP INTEREST IN FOREIGN CORPORATIONS OR PARTNERSHIPS. AS SUCH,SCHEDULE F PART IV REFLECTS THESE TRANSFERS AND INTERESTS. THE COLLEGE HAS REVIEWED THESE INVESTMENTS FOR ANY TRANSFERS OR INTERESTS THAT ARE REQUIRED TO BE FURTHER REPORTED ON FORMS 926, 5471, 8621 OR 8865. ALUMNI REUNION 66546 10675 55871 70878 5000 72204 SUMMER SCHOLARSHIP GOLF TOURNAMENT 49100 30600 18500 400 12600 14417 9627 3 63719 31250 32469 202 26285 10493 693 179365 72525 106840 602 38885 95788 5000 82524 222799 -115959 1 SCHOLARSHIPS 2055 0 62261027 RESIDENT ASSISTANT GRANTS 59 0 1030080 FELLOWSHIPS 129 0 190350 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANTS AND OTHER ASSISTANCE THE COLLEGE'S FINANCIAL AID OFFICE MONITORS ALL RECIPIENTS OF SCHOLARSHIP AWARDS TO DETERMINE BOTH INITIAL AND CONTINUING ELIGIBILITY BASED UPON THE CRITERIA FOR THE TYPE OF AWARD. VARIOUS CRITERIA MAY INCLUDE, BUT IS NOT LIMITED TO, ACADEMIC PERFORMANCE, FINANCIAL NEED, OR OTHER CRITERIA ESTABLISHED BY DONORS OF SCHOLARSHIP FUNDS. VARIOUS COLLEGE DEPARTMENTS ALSO AWARD FELLOWSHIPS TO STUDENTS FOR THE PURPOSE OF STUDY OR RESEARCH, INCLUDING THE COMPLETION OF UNPAID INTERNSHIPS. X X 1 1 X X X X 0 1 0 0 0 0 0 1 0 DR JOSEPH FAVAZZA PRESIDENT 422785 0 50400 0 44848 0 88961 0 39893 0 646887 0 0 0 MR JAMES F FLANAGAN SR. VP, COLLEGE ADVANCEMENT 284212 0 26204 0 1980 0 25159 0 92710 0 430265 0 0 0 MR WILLIAM FURLONG VP, FINANCE & CFO 243516 0 12500 0 690 0 21717 0 44354 0 322777 0 0 0 DR SHEILA LIOTTA VP, ACADEMIC AFFAIRS 245969 0 3000 0 1290 0 21382 0 25016 0 296657 0 0 0 MR STEVEN GOETSCH VP, ENROLLMENT 203631 0 5000 0 450 0 18060 0 40300 0 267441 0 0 0 DR DIANE UZARSKI DEAN, SCHOOL OF NURSING AND HEALTH S 231375 0 3000 0 1188 0 19839 0 3884 0 259286 0 0 0 MR NEIL LEVESQUE FORMER KE, EXEC DIR. NHIOP 184492 0 2000 0 662 0 16439 0 39625 0 243218 0 0 0 MR DARON MONTGOMERY VP, ATHLETICS & ATHLETIC DIRECTOR (T 179015 0 5000 0 639 0 15984 0 39626 0 240264 0 0 0 MR STEVEN MCDEVITT CHIEF INFORMATION OFFICER 188609 0 10000 0 1798 0 16214 0 6335 0 222956 0 0 0 DR MARK CRONIN AVP, ACADEMIC AFFAIRS & ACADEMIC DEA 165948 0 3000 0 1620 0 14907 0 36915 0 222390 0 0 0 DR GARY BOUCHARD PROFESSOR & DIR. HUMANITIES INSTITUT 172364 0 0 0 1188 0 15302 0 30780 0 219634 0 0 0 DR ALICIA FINN VP, STUDENT AFF./FORMER HCE 105621 0 5000 0 1692 0 8128 0 9376 0 129817 0 0 0 PART I, LINE 1A HOUSING ALLOWANCE OF RESIDENCE FOR PERSONAL USE - THE PRESIDENT OF THE COLLEGE LIVES IN AN OFF-CAMPUS HOUSE THE VALUE OF WHICH IS REPORTED AS TAXABLE COMPENSATION IN ACCORDANCE WITH APPLICABLE LAWS. THE COLLEGE COVERS THE COST OF ROUTINE UTILITIES, ROUTINE HOME MAINTENANCE AND REPAIR, LAWN SERVICES, AND SNOW REMOVAL FOR THE COLLEGE-OWNED PROPERTY. THESE COSTS ARE NOT TAXABLE TO THE PRESIDENT. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - THE SENIOR VICE PRESIDENT FOR COLLEGE ADVANCEMENT HAS A MEMBERSHIP TO A LOCAL COUNTRY CLUB PAID FOR BY THE COLLEGE. THE BUSINESS PURPOSE IS FOR THE ENTERTAINMENT OF POTENTIAL DONORS TO THE COLLEGE OR OTHER IMPORTANT GUESTS. THE FAIR VALUE OF PERSONAL USAGE, IF ANY, IS ADDED TO THE EMPLOYEE'S TAXABLE COMPENSATION IN ACCORDANCE WITH APPLICABLE TAX LAW. PART I, LINE 4B NON-QUALIFIED RETIREMENT PLAN THE PRESIDENT PARTICIPATES IN A DEFERRED COMPENSATION PLAN. THE PRESIDENT IS ENTITLED TO FURTHER PAYMENT UNDER THE PLAN WHICH IS SCHEDULED TO VEST EFFECTIVE JUNE 30, 2026. PART I, LINE 7 A DISCRETIONARY PAY-FOR-PERFORMANCE BONUS WAS PAID TO CERTAIN COLLEGE ADMINISTRATORS AND STAFF. SUCH PAYMENTS WERE BASED ON THEIR ANNUAL EVALUATION AND DECIDED BY THEIR SUPERVISOR AND SENIOR LEADERSHIP. A NH HEALTH & EDUCATION FACILITIES AUTHORITY 020279866 6446142A6 2013-07-25 11726280 NEW DORM & ELECTRICAL SUBSTATION 0 0 0 B NH HEALTH & EDUCATION FACILITIES AUTHORITY 020279866 6446142A6 2016-11-10 18270826 EXPAN. & RENOVATION OF STUDENT CTR 0 0 0 C NH HEALTH & EDUCATION FACILITIES AUTHORITY 020279866 2018-03-06 61150000 REFI EXIST. BOND TERM SWAPS, WELCOME CENTER 0 0 0 D NH HEALTH & EDUCATION FACILITIES AUTHORITY 020279866 2022-07-11 30000000 CAPITAL EXPENDITURES, EQUIPMENT ACQUISITION AND CONSTRUCTION AND RENOVATION 0 0 0 A 11726280 190353 11535927 2014 0 0 1 1 B 2460000 18270826 237734 18033092 2018 0 0 1 1 C 4259975 61150000 556718 60593282 2020 1 0 1 1 D 30000000 26171054 3828946 2025 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 D 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 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 1 0 0 0 0 0 0 1 A 1 B 1 C 1 D 1 SCHEDULE K, PART IV, LINE 2C, COLUMN B: THE COLLEGE COMMISSIONED AN INDEPENDENT THIRD-PARTY BOND ARBITRAGE SPECIALIST TO DETERMINE WHETHER ANY ARBITRAGE EXISTED ON ITS 2016 BOND ISSUANCE. THE ARBITRAGE REPORT WAS ISSUED ON NOVEMBER 10TH, 2021 AND THE CONSULTANT CONCLUDED THAT NO REBATE WAS DUE. SCHEDULE K, PART IV, LINE 2C, COLUMN C: THE COLLEGE COMMISSIONED AN INDEPENDENT THIRD-PARTY BOND ARBITRAGE SPECIALIST TO DETERMINE WHETHER ANY ARBITRAGE EXISTED ON ITS 2018 BOND ISSUANCE. THE ARBITRAGE REPORT WAS ISSUED ON MARCH 6TH, 2023 AND THE CONSULTANT CONCLUDED THAT NO REBATE WAS DUE. HLF SOUTH LLC OWNERSHIP BY TRUSTEE AND SPOUSE 37485 RENTAL OF REAL ESTATE OWNED BY COLLEGE 0 BOW JUNCTION ASSOCIATES INC OWNERSHIP BY TRUSTEE AND SPOUSE 125493 RENTAL OF REAL ESTATE OWNED BY COLLEGE 0 X 19 276094 AV. HIGH/LOW METHOD X 1 20000000 SALES PRICE 2 0 0 0 PART I, COLUMN (B): THE QUANTITIES LISTED IN PART I, COLUMN B REPRESENT THE NUMBER OF CONTRIBUTIONS MADE, NOT THE NUMBER OF ITEMS. FORM 990, PART VI, SECTION A, LINE 6 THE COLLEGE HAS MEMBERS WHO ARE RELIGIOUS INDIVIDUALS IN SOLEMN VOWS. FORM 990, PART VI, SECTION A, LINE 7A THE COLLEGE'S MEMBERS ELECT EIGHT INDIVIDUALS TO THE GOVERNING BOARD. FORM 990, PART VI, SECTION A, LINE 7B QUESTIONS REGARDING THE MISSION, SITING OF BUILDINGS AND DISPOSITION OF CAMPUS PROPERTY ARE SUBJECT TO APPROVAL BY THE MEMBERS OF THE COLLEGE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY A TAX ADVISORY FIRM AND REVIEWED BY MANAGEMENT. THE DRAFT FORM 990 IS THEN REVIEWED BY THE AUDIT COMMITTEE AND RECOMMENDED FOR APPROVAL BY THE GOVERNING BODY. SUBSEQUENTLY, THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY WITH OPPORTUNITY TO RAISE QUESTIONS OR ISSUES. AFTER RESOLUTION AND PRIOR TO FILING THE FORM 990 WITH THE IRS, THE DRAFT FORM 990 IS SUBMITTED FOR APPROVAL BY THE EXECUTIVE COMMITTEE OF THE COLLEGE'S BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C A WRITTEN COPY OF THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY TO THE TRUSTEES OF THE GOVERNING BOARD AND OFFICERS WHO ARE ASKED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM, INDICATING THEY ARE IN COMPLIANCE WITH THE POLICY AND/OR DISCLOSING ANY POTENTIAL CONFLICTS OF INTEREST. THE PRESIDENT'S OFFICE RECEIVES AND REVIEWS THE RESPONSES TO DETERMINE IF THERE ARE ANY POTENTIAL CONFLICTS THAT NEED TO BE DISCLOSED, DISCUSSED AND/OR MITIGATED. IN ACCORDANCE WITH THE POLICY "A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD'S OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING." FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIALS: THE COMPENSATION AMOUNT FOR THE PRESIDENT POSITION IS DETERMINED BASED UPON AN ANALYSIS OF COMPENSATION AMOUNTS FOR THE SAME POSITION AT INSTITUTIONS OF SIMILAR SIZE, SCOPE, AND GEOGRAPHIC LOCATION, COMPLETED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. COMPENSATION FOR THE PRESIDENT WAS REVIEWED UPON HIRE IN JULY 2019 AND AGAIN IN SPRING OF 2022. COMPENSATION PROCESS FOR OFFICERS AND HIGHEST PAID EMPLOYEES: THE COMPENSATION AMOUNT FOR OFFICERS AND HIGHEST PAID EMPLOYEES IS DETERMINED BASED UPON AN ANALYSIS OF COMPENSATION AMOUNTS FOR THE SAME POSITION AT INSTITUTIONS OF SIMILAR SIZE, SCOPE, GEOGRAPHIC LOCATION AND CUPA HR. THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR THE REVIEW AND APPROVAL OF THE COMPENSATION OF THE PRESIDENT, OFFICERS AND HIGHEST PAID EMPLOYEES. COMPENSATION DECISIONS AND REPORTS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE MEETING OF THE COMPENSATION COMMITTEE WHEN THE DECISIONS ARE MADE. REVIEWS ARE USUALLY PERFORMED ON AN AD HOC BASIS AS NEEDS ARISE BUT A FULL STUDY OF ALL SENIOR LEADERSHIP POSITIONS WAS CONDUCTED IN THE SPRING OF 2022. THE PERSONNEL REVIEW COMMITTEE IS COMPRISED OF VICE PRESIDENT FOR FINANCE & CFO, EXECUTIVE DIRECTOR OF HUMAN RESOURCES AND THE ASSISTANT VICE PRESIDENT FOR FINANCE. THE PERSONNEL REVIEW COMMITTEE REVIEWS ANY POSITION OVER $15,000 AND CONSULTS WITH THE PRESIDENT ON ANY POSITION WITH A SALARY OVER $125,000. FORM 990, PART VI, SECTION C, LINE 19 THE COLLEGE MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO FACULTY, STAFF AND STUDENTS VIA ITS INTERNAL PORTAL. GOVERNING DOCUMENTS AS WELL AS THE FILED FORMS 990 ARE AVAILABLE TO THE GREATER PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 635,361. 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