2026-04-24T11:47:24-05:00 2025-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2024-07-01 042104451 REGIS COLLEGE REGI 7817687075 235 WELLESLEY STREET WESTON MA 02493 THOMAS PISTORINO SVP/COO 7817687075 2026-04-16 1 0 THOMAS F MULDOON CPA P01561688 5083669100 2026-04-16 2024 2025-03-06 01:10:19Z ANTOINETTE HAYS 235 WELLESLEY STREET WESTON MA 02493 132856720 0 X WWW.REGISCOLLEGE.EDU X 1927 MA REGIS COLLEGE EDUCATES APPROXIMATELY 3,000 UNDERGRADUATE, GRADUATE AND DOCTORAL STUDENTS ON CAMPUS AND ONLINE IN DAYTIME, EVENING AND WEEKEND PROGRAMS IN FOUR SCHOOLS; THE YOUNG SCHOOL OF NURSING; THE SCHOOL OF HEALTH SCIENCES; THE SCHOOL OF ARTS & SCIENCES AND THE SLOAN SCHOOL OF BUSINESS AND COMMUNICATIONS. 25 24 1104 455 0 0 5568628 6590551 90961319 83361131 3303363 7941095 -100949 11493428 99732361 109386205 25464456 26362934 0 0 45534661 43407597 0 0 1543553 35857862 33258750 106856979 103029281 -7124618 6356924 109799227 115931222 66474042 68848782 43325185 47082440 X REGIS COLLEGE, THROUGH EDUCATION IN THE ARTS, SCIENCES, AND PROFESSIONS EMPOWERS WOMEN AND MEN TO CHALLENGE THEMSELVES ACADEMICALLY, TO SERVE AND TO LEAD. A CATHOLIC COLLEGE, REGIS IS A DIVERSE AND WELCOMING COMMUNITY GUIDED BY THE VALUES OF THE SISTERS OF ST. JOSEPH OF BOSTON. 0 0 55427850 26362934 72565735 INSTRUCTION: KNOWLEDGE GENERATION AND THE DELIVERY OF EDUCATION TO APPROXIMATELY 3,000 UNDERGRADUATE, GRADUATE AND DOCTORAL STUDENTS ON CAMPUS AND ONLINE IN DAYTIME, EVENING, AND WEEKEND PROGRAMS IN FOUR SCHOOLS; THE YOUNG SCHOOL OF NURSING, THE SCHOOL OF HEALTH SCIENCES, THE SCHOOL OF ARTS AND SCIENCES AND THE SLOAN SCHOOL OF BUSINESS AND COMMUNICATIONS. 11443035 STUDENT AFFAIRS: STUDENT AFFAIRS: PROVIDE HEALTH AND COUNSELING SERVICES, UNDERGRADUATE ADMISSIONS, CAMPUS MINISTRY, INTER-COLLEGIATE ATHLETICS AND STUDENT ENGAGEMENT SERVICES FOR APPROXIMATELY 3,000 STUDENTS. 3651937 23417392 AUXILIARY ENTERPRISES: PROVIDE DINING SERVICES , RESIDENTIAL HALL SERVICES, CHILDREN'S LEARNING CENTER, FOR APPROXIMATELY 3,000 STUDENTS AND LIFELONG LEARNING PROGRAM FOR COMMUNITY. 6895787 ACADEMIC AFFAIRS: DEANS' ADMINISTRATIVE OFFICES, GLOBAL SUPPORT AND LIBRARY AND ACADEMIC SUPPORT SERVICES FOR APPROXIMATELY 3,000 STUDENTS. 6895787 77418609 1 1 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 0 1 0 1 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 148 0 1 1104 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 25 24 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA MI NH NY OR SC X X THOMAS PISTORINO 7817687075 235 WELLESLEY STREET WESTON MA 02493 ANTOINETTE M HAYS PRESIDENT 40.00 X X 439378 0 20423 KATHLEEN JOSE CHAIR 1.00 X X 0 0 0 JOHN M GRAY VICE CHAIR 1.00 X X 0 0 0 SISTER MARIAN BATHO CSJ SECRETARY 1.00 X X 0 0 0 KEVIN C CONROY TREASURER 1.00 X X 0 0 0 WAEL AL-HUSAMI MD FACC FACP BOARD OF TRUSTEES 1.00 X 0 0 0 CLYDE EVANS BOARD OF TRUSTEES (UNTIL 8/2024) 1.00 X 0 0 0 SISTER LEILA HOGAN CSJ BOARD OF TRUSTEES 1.00 X 0 0 0 SISTER KRISTIN HOKANSON SNDDEN BOARD OF TRUSTEES 1.00 X 0 0 0 SISTER KATHLEEN MCCLUSKEY CSJ BOARD OF TRUSTEES 1.00 X 0 0 0 SISTER JACQUELYN MCCARTHY CSJ BOARD OF TRUSTEES 1.00 X 0 0 0 JOE-ANN FERGUS BOARD OF TRUSTEES (UNTIL 8/2024) 1.00 X 0 0 0 ALLISON S CARTWRIGHT BOARD OF TRUSTEES 1.00 X 0 0 0 KEVIN T CONRY BOARD OF TRUSTEES 1.00 X 0 0 0 LISA SPADAFORA THOMPSON BOARD OF TRUSTEES 1.00 X 0 0 0 PATRICE MCCLOSKEY BOARD OF TRUSTEES 1.00 X 0 0 0 GLENN MORRIS BOARD OF TRUSTEES 1.00 X 0 0 0 JEFFREY D NAVIN BOARD OF TRUSTEES 1.00 X 0 0 0 SISTER ROSEMARY BRENNAN CSJ BOARD OF TRUSTEES 1.00 X 0 0 0 GERALD S ALGERE BOARD OF TRUSTEES 1.00 X 0 0 0 JANE CARROLL RN MS BOARD OF TRUSTEES 1.00 X 0 0 0 LISA M LYNCH PHD BOARD OF TRUSTEES 1.00 X 0 0 0 SISTER MARY L MURPHY CSJ BOARD OF TRUSTEES 1.00 X 0 0 0 JOHN TRUESDELL BOARD OF TRUSTEES 1.00 X 0 0 0 EVA KENNEALLY BOARD OF TRUSTEES (AS OF 7/2024) 1.00 X 0 0 0 MARY ELLEN FULTON BOARD OF TRUSTEES (AS OF 9/2024) 1.00 X 0 0 0 PRIYA CHANDURAJ BOARD OF TRUSTEES (AS OF 11/2024) 1.00 X 0 0 0 RICHARD KELLEY CFO (UNTIL 10/2024) 40.00 X 230381 0 8439 THOMAS PISTORINO SVP/COO (AS OF 8/2024) 40.00 X 109039 0 433 MARY ERINA DRISCOLL VP ACADEMIC AFFAIRS/PROVOST 40.00 X 202424 0 11060 CHRISTOPHER LYDON VP OF UNDERGRADUATE ENROLLMENT MGT. 40.00 X 191461 0 1461 JONATHAN SMALL VP GRADUATE & PRO. STUDENT AFFAIRS 40.00 X 167638 0 25855 DAVID IAN RUDDER DEAN OF PROFESSIONAL STUDIES 40.00 X 167862 0 23031 MICHAEL MCCORVEY VP OF INCL. EXCELLENCE & CDO 40.00 X 160597 0 26143 1668780 0 116845 92 0 1 0 BOUNDLESS LEARNING EMBANET ULC NCS P PO BOX 7410107 CHICAGO IL 60674 DISTANCE LEARNING CONSULTANT 11403085 ARAMARK CORPORATION ARAMARK LOCKBOX 978839 FT WORTH TX 76155 FOOD SERVICE 2247569 CORE EDUCATION PBC 201 N UNION ST STE 110 ALEXANDRIA VA 22314 SCHOOL OF PROFESSIONAL STUDIES PARTNER 594530 A-TURF INC 168 S CANTERBURY ROAD CANTERBURY CT 06331 LANDSCAPING 577000 WALSH BROTHERS INC 210 COMMERCIAL STREET BOSTON MA 02109 GENERAL CONTRACTOR 521599 29 606028 3170873 2813650 134773 6590551 TUITION AND FEES 900099 72565735 72565735 AUXILIARY ENTERPRISES 900099 8903910 8903910 CHILDCARE 900099 1891486 1891486 83361131 2883393 2883393 1134388 2152927 -1018539 -1018539 -1018539 26198666 21140964 5057702 5057702 5057702 66595 606028 176624 -110029 -110029 MISCELLANEOUS REVENUE 900099 12621996 12621996 12621996 109386205 95983127 0 6812527 26362934 26362934 907704 907704 34692767 28415789 5346936 930042 5097343 3924749 980422 192172 2709783 2198463 441851 69469 76887 76887 192259 192259 248189 248189 3008278 1238097 1767525 2656 1028164 831292 196872 1288237 1181903 32325 74009 802082 745685 55841 556 1781744 1309647 424222 47875 652309 558923 68504 24882 3311035 2242858 996232 71945 3456588 2621861 740515 94212 692538 38650 653888 ONLINE SUPPORT SERVICES 9251259 9251259 STUDENT ACTIVITIES AND 2614142 2376769 237373 FOOD SERVICE 2086372 2086372 MISCELLANEOUS 1835809 865262 970547 932858 419355 477768 35735 103029281 77418609 24067119 1543553 5995929 5263281 1056335 601686 1743752 2161032 2993809 3200217 133473277 96689859 38206200 36783418 29298015 26774035 27600000 27600000 2905187 13547553 109799227 115931222 5227584 8043362 4455621 5489737 38348368 37040591 504242 763114 17938227 17511978 66474042 68848782 X 7480287 6994220 35844898 40088220 43325185 47082440 109799227 115931222 6356924 -2599669 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 52200259 437130 3308783 1993540 53952632 49285475 1540529 3446262 2072007 52200259 40201346 1663158 9349803 1928832 49285475 48382350 849998 -4476229 4554773 40201346 41748183 694909 7541336 1602078 48382350 0.36380 0.43250 0.20370 0 0 576995 576995 42219148 22243821 19975327 65028220 51079464 13948756 21470256 19260129 2210127 4178658 4106445 72213 36783418 LAND HELD FOR INVESTMENT - BOARD DESIGNATED FOR ENDOWMENT 27600000 F 27600000 RESTRICTED CASH 13053518 RIGHT-OF-USE ASSETS - FINANCE 257194 RIGHT-OF-USE ASSETS - OPERATING 236841 13547553 ADVANCES FOR FEDERAL STUDENT LOANS 1307298 DEPOSITS HELD FOR OTHERS 225213 DEPOSITS & OTHER LONG TERM PAYABLES 455534 LINE OF CREDIT 15000000 FINANCE LEASE LIABILITIES 254704 OPERATING LEASE LIABILITIES 269229 17511978 X 82504964 -2599669 -26362934 -28962603 111467567 248189 -2329551 -2081362 109386205 78747709 2329551 2329551 76418158 248189 26362934 26611123 103029281 PART V, LINE 4: ENDOWMENT FUNDS ARE CATEGORIZED INTO THREE AREAS, FINANCIAL AID, INSTITUTIONAL AND LAND HELD FOR INVESTMENT. THE COLLEGE USES THE ANNUAL SPENDING RATE ON THE FINANCIAL AID FUNDS TO PROVIDE SCHOLARSHIPS TO STUDENTS THAT MEET THE REQUIRED CRITERIA. THE COLLEGE USES THE SPENDING RATE ON THE INSTITUTIONAL FUNDS AND LAND HELD FOR INVESTMENT FOR GENERAL OPERATIONAL SPENDING. PART X, LINE 2: THE COLLEGE ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE COLLEGE HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2025. THE COLLEGE'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS AND GRANTS -26,362,934. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENT EXPENSES NETTED WITH REVENUE -2,152,927. SPECIAL EVENTS DIRECT EXPENSE NETTED WITH REVENUE -176,624. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSES NETTED WITH REVENUE 2,152,927. SPECIAL EVENTS DIRECT EXPENSE NETTED WITH REVENUE 176,624. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND GRANTS 26,362,934. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THROUGH ADVERTISEMENT IN GENERAL CIRCULATION NEWSPAPERS, JOURNALS, CATALOG OFFERS, NATIONAL COLLEGE & UNIVERSITY PUBLICATIONS AND OTHER MEANS. ALSO, PROGRAMS INCLUDE IN THEIR SOLICITATION MATERIAL, A SUMMARY STATEMENT OF THE NON-DISCRIMINATION POLICY. SCHEDULE E, PART I, LINE 6 REGIS COLLEGE RECEIVES AND PARTICIPATES IN VARIOUS GOVERNMENTAL FINANCIAL ASSISTANCE PROGRAMS COMMON TO COLLEGES AND UNIVERSITIES SUCH AS; NATIONAL DIRECT STUDY LOAN PROGRAM, BASIC EDUCATIONAL OPPORTUNITY GRANTS, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS, AND WORK STUDY PROGRAMS. NO FUNDS HAVE BEEN REVOKED OR SUSPENDED AT ANY TIME. 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 2 2 RECRUITING TRIPS, SCHOOL FAIRS, MEETINGS WITH BUSINESS PARTNERS IN-COUNTRY REPRESENTATION, TRANSLATION, PRINT MATERIALS, MARKETING MATERIALS, CONFERENCE REGISTRATION, PARTICIPATION IN SCHOOL VISITS AND FAIRS 45082 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 2 2 UNIVERSITY VISITS, CULTURAL TOURS IMMIGRATION, ACCOMODATIONS (HOTEL), TOURISM 6819 NORTH AMERICA 1 1 CONFERENCE PARTICIPATION CONFERENCE REGISTRATION, ACCOMMODATIONS, MEALS AND INCIDENTALS 3023 EUROPE (INCLUDING ICELAND & GREENLAND) 1 1 CONFERENCE PARTICIPATION CONFERENCE REGISTRATION, ACCOMMODATIONS, MEALS AND INCIDENTALS 2415 6 6 0 0 6 6 57339 0 57339 0 0 0 0 0 0 GALA 613025 566925 46100 21221 116890 6179 GOLF 59598 39103 20495 18900 11659 1775 672623 606028 66595 40121 128549 7954 176624 -110029 1 GRADUATE TUITION DISCOUNTS 772 1339217 JACK CONNORS SCHOLARSHIP 7 347760 GENERIC MASTERS SCHOLARSHIP 2 5000 BOSTON EXCEL ACADEMY SCHOLARSHIP 4 20000 CATHOLIC HS SCHOLARSHIP 63 253875 PUERTO RICO HIGH SCHOOL GRANT 4 10500 ST JOSEPH PREPARATORY HS 1 3000 DOMITILLA MERIT SCHOLARSHIP 83 1761195 HONORS PROGRAM SCHOLARSHIP 136 168297 MASSACHUSETTS NURSING ASSOCIATION COVID19 SCHOLARSHIP 1 49680 UG NURSE STUDENT SCHOLARSHIP 49 94000 NURSING TRANSFER SCHOLARSHIP 12 22000 PHI THETA KAPPA SCHOLARSHIP 3 5000 P.R. DEAR NEIGHBOR SCH 3 149040 REGIS ACADEMIC SCHOLARSHIP 213 5297800 PRESIDENTIAL CATHOLIC SCHOOLS 27 1338699 BOSTON LATIN ACADEMY SCHOLARSHIP 3 15000 SLOANE SCHOLARSHIP 2 99360 ST. JOSEPH MERIT SCHOLARSHIP 92 2194500 TRANSFER STUDENT SCHOLARSHIP 30 57000 VA YELLOW RIBBON MATCH 2 29369 APPEAL GRANT 24 75500 REGIS GRANT 378 2066722 REGIS GRANTS : FINANCIAL AID 90 459721 ENDOWED EDWINA HUGHES SCHOLARSHIP 1 750 ENDOWED MAY SCHOLARSHIP 2 1318 ENDOWED MARGARET BURNS WHALEN SCHOLARSHIP 2 2500 ENDOWED SS. ALPHONSINE SCHOLARSHP 1 2947 ENDOWED J VIANO RUBERTI SCHOLARSHIP 1 3218 ENDOWED ALUMNI SCHOLARSHIP FUND 2 20169 ENDOWED SMIDDY SCHOLARSHIP 1 1500 ENDOWED J DESIMONE SCHOLARSHIP 1 809 ENDOWED NURSING HONOR SOCIETY SCHOLARSHIP 1 740 ENDOWED GEORGE I ALDEN SCHOLARSHIP 1 12048 ENDOWED WR HEARST SCHOLARSHIP 2 10990 ENDOWED MILDRED CUNNINGHAM END 1 8701 ENDOWED MARGARET HIGGINS SCHOLARSHIP 1 617 ENDOWED GENERAL ENDOWED SCHOLARSHIPS 3 9800 ENDOWED MARGARET C. HALLISEY SCHOLARSHIP 1 1097 ENDOWED HANNA BRADLEY SCHOLARSHIP 13 44064 ENDOWED E & R STANTON GUTHRIE SCHOLARSHIP 7 39247 ENDOWED TIERNEY ENDOWED SCHOLARSHIP 1 6919 ENDOWED CATHERINE BURKE ENDOWD SCHOLARSHIP 91 176186 ENDOWED CAROLE FIORINNE-BARRETT ENDOWED SCHOL 1 6485 ENDOWED JACQUELINE COVO SCHOLARSHIP 2 8961 ENDOWED DENMARK SCHOLARSHIP 1 758 ENDOWED MARIE TREMBLAY DONAHUE SCHOLARSHIP 1 1455 ENDOWED HERRICK, ELIZABETH SCHOLARSHIP 4 14226 ENDOWED MARY HUNT MCNEIL SCHOLARSHIP 3 5311 ENDOWED S. MERCY CHICAGO SCHOLARSHIP 2 9020 ENDOWED S. VITERBO MCCARTHY SCHOLARSHIP 1 58 ENDOWED ANNE MOORE DOLAN SCHOLARSHIP 2 1477 ENDOWED AWLEY ENDOWED SCHOLARSHIP 1 1000 ENDOWED JANE F MCCARTHY MEMORIAL SCHOLARSHIP 3 12509 ENDOWED E. FRAWLEY-BAGLEY SCHOLARSHIP. 1 1688 ENDOWED KRISTEN SHANNON SCHOLARSHIP 1 2392 ENDOWED CLASS OF 59 SCHOLARSHIP 3 12214 ENDOWED MARY C. BARRETT SCHOALRSHIP 1 1600 ENDOWED DOROTHY A. ANTANASIO 2 13000 ENDOWED CHRISTINE MURPHY CONOLE SCHOLARSHIP 1 2820 ENDOWED HELEN M. MCCARTHY SCHOLARSHIP 1 12271 ENDOWED CLASS OF 61 SCHOLARSHIP 1 2308 ENDOWED AURELIA M. KELLEY SCHOLARSHIP 1 3681 ENDOWED ALICE TOOMEY MCLAUGHLIN SCHOLARSHIP 1 11000 ENDOWED S. MYRA FARRELL SCHOLARSHIP 1 439 ENDOWED WARREN D. GRIBBONS SCHOLARSHIP 1 3173 ENDOWED BRYAN/HAWLEY SCHOLARSHIP 3 1894 ENDOWED HAMILTON FAMILY SCHOLARSHIP 2 16700 ENDOWED MARY JANE ENGLAND ENDOWED SCHOLARSHIP 1 7264 ENDOWED CLASS OF '63 SCHOLARSHIPS 3 3757 ENDOWED DOROTHY H. CARR MCCARTHY SCHOLARSHIP 9 16430 ENDOWED CATHERINE & FRANCIS MCCARTHY SCHOLARSHIP 5 6408 ENDOWED CAROL MURPHY & DONALD MCCREADY SCHOLARSHIP 2 17434 ENDOWED FULD TRUST ENDOWED SCHOLARSHIP 6 20000 ENDOWED MSGR. EDWARD T. HARRINGTON SCH 2 16526 ENDOWED PATRICIA KILEY MURRAY '60 ENDO 3 7246 ENDOWED SR.VICTORIA LOUISE MACCHIA SCHOLARSHIP 1 4280 ENDOWED JANE DUNN'56 ENDOWED SCHOLSHP 2 4503 ENDOWED ROCHE FAMILY ENDOWED SCH FUND 1 4296 ENDOWED TERRY WOOD LAVINE ENDOWED SCH 5 28182 ENDOWED PAULA E BANNISTER SCH 3 19590 TOWER SCHOLARSHIP 83 1501500 ANNIVERSARY SCHOLARSHIP 27 407000 NURSING GRADUATE ASSISTANCESHIP 25 180500 NURSING GRADUATE ASSISTANCESHIP: AUTISM CENTER 3 36468 SIBLING DISCOUNT 6 15000 OUT OF STATE ROOM SCHOLARSHIP 325 922580 OCCUPATIONAL THERAPY SCHOLARSH 19 98500 NURSING DNP SCHOLARSHIP 1 1000 SR. T. HIGGINS CSJ SCHOLARSHIP 143 3655090 SR. D'ARC MERIT SCHOLARSHIP 90 1872500 ALUMNI SCHOLARSHIP 34 68000 GENERAL SCHOLARSHIP : WAGNER FDN 2023 4 41040 GENERAL SCHOLARSHIP : CCAMPIS PROGRAM 6 5430 GENERAL SCHOLARSHIP : WCTF GRANT 33 93300 GENERAL SCHOLARSHIP : DEWG (DESE) 55 41663 NURSING DNP SCHOLARSHIP 1 5000 CLASS OF '61 SCHOLARSHIP 2 18573 FRANCES BORGER KLEMPNER 1 300 SR. ML DINNEEN SCHOLARSHIP 1 250 SR. G BOGAN SCHOLARSHIP 1 500 MJE SCHOLARSHIP 1 5736 MLSC - CAPITAL PROGRAM GRANT 0 746475 BARBARA KELLEHER HYLAND TERM S 1 3500 STELLATO SISTERS SCH IN NURSING 3 37500 CIC-DOROTHEA M. WATERBURY SCHOLARSHIP 1 1000 PATRICIA G KORZENDORFER SCHOLARSHIP 3 15000 FLATLEY FOUNDATION SCH GRANT 3 7800 JOHN AND JEAN GRAY SCHOLARSHIP 1 5000 CLASS OF 1981 MEMORIAL SCH FND 1 5000 DARE TO DREAM SCHOLARSHIP 2 5500 TRAMUTO PORTER COMPASSIONATE S 1 5000 D&A ZANKOWSKI REST SCH FUND 4 14200 RA & RSK REST SCH FUND 1 8267 RUSSELL FOUNDATION REGIS SCHOLARSHIP 1 30551 PART I, LINE 2: THE COLLEGE COMPLIES WITH THE U.S. DEP. OF EDUCATION POLICY REGARDING TITLE IV FUNDS AND OTHER GRANT AWARDS. THE COLLEGE HAS DEDICATED FINANCIAL AID PROFESSIONALS AND GRANT ADMINISTRATORS. THESE INDIVIDUALS WORK IN CONJUNCTION WITH FINANCE PROFESSIONALS TO ENSURE PROPER STEWARDSHIP OF FUNDS. THESE INDIVIDUALS FOLLOW THE STATUTORY AND REGULATORY REQUIREMENTS SET FORTH IN THE GRANT. FUNDS ARE DRAWN AFTER EXPENSES ARE INCURRED. PROGRESS REPORTS ARE SUBMITTED IN COMPLIANCE WITH THE GRANT REQUIREMENTS AND DOCUMENTATION IS MAINTAINED. X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 ANTOINETTE M HAYS PRESIDENT 429778 0 0 0 9600 0 0 0 20423 0 459801 0 0 0 RICHARD KELLEY CFO (UNTIL 10/2024) 230381 0 0 0 0 0 0 0 8439 0 238820 0 0 0 MARY ERINA DRISCOLL VP ACADEMIC AFFAIRS/PROVOST 202424 0 0 0 0 0 0 0 11060 0 213484 0 0 0 JONATHAN SMALL VP GRADUATE & PRO. STUDENT AFFAIRS 167638 0 0 0 0 0 0 0 25855 0 193493 0 0 0 CHRISTOPHER LYDON VP OF UNDERGRADUATE ENROLLMENT MGT. 191461 0 0 0 0 0 0 0 1461 0 192922 0 0 0 DAVID IAN RUDDER DEAN OF PROFESSIONAL STUDIES 167862 0 0 0 0 0 0 0 23031 0 190893 0 0 0 MICHAEL MCCORVEY VP OF INCL. EXCELLENCE & CDO 160597 0 0 0 0 0 0 0 26143 0 186740 0 0 0 PART I, LINE 1A FOR THE CONVENIENCE OF THE COLLEGE, THE COLLEGE PROVIDES ON CAMPUS HOUSING FOR ITS PRESIDENT. PART I, LINE 4B ANTOINETTE HAYS HAS A DEFERRED COMPENSATION AGREEMENT WITH THE COLLEGE. $36,323 WAS ACCRUED UNDER THIS ARRANGEMENT FOR FISCAL YEAR 2025. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2013-06-13 50000000 CONSTRUCTION AND RENOVATION UNDER MASTER PLAN 0 0 0 A 12793638 50000000 1000000 98200 23549823 25351977 2016 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 0 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 01/07/2022 X 4488 FAIR MARKET VALUE X 13 120880 FAIR MARKET VALUE X 3 1550 FAIR MARKET VALUE X MISCELLANEOUS 6 6100 FAIR MARKET VALUE X GIFT CARDS 5 985 FAIR MARKET VALUE X TICKETS 2 770 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 THE BY-LAWS OF THE CORPORATION PROVIDE FOR BETWEEN FIVE AND NINE MEMBERS. AT LEAST FIVE MEMBERS SHOULD BE MEMBERS OF THE CONGREGATION OF THE SISTERS OF SAINT JOSEPH OF BOSTON. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE CORPORATION ELECT MEMBERS OF THE GOVERNING BOARD OF TRUSTEES TO THE COLLEGE. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS OF THE CORPORATION APPROVE CHANGES TO BY-LAWS AND THE SALE OR DISPOSITION OF REAL ESTATE. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARER OF THE 990 WILL PRESENT A COPY OF THE FORM TO THE BOARD OF TRUSTEES BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE COLLEGE HAS A SINGLE COMBINED WRITTEN DOCUMENT FOR CONDUCT, ETHICS, CONFLICT OF INTEREST, TECHNOLOGY USE, AND CONFIDENTIALITY POLICIES FOR FACULTY, STAFF AND ADMINISTRATION. THIS DOCUMENT IS PART OF THE HIRING PROCESS, SIGNED BY THE EMPLOYEE AND STORED IN THE OFFICE OF HUMAN RESOURCES. IN ADDITION, THE COLLEGE ALSO DISTRIBUTES A RELATED PARTY QUESTIONNAIRE THROUGH ITS ANNUAL AUDIT PROCESS TO ALL BOARD MEMBERS AND OFFICERS. THIS QUESTIONNAIRE IS DESIGNED TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS. OUR ANNUAL INDEPENDENT AUDIT WILL NOT BE COMPLETE UNTIL ALL OF THESE FORMS HAVE BEEN SIGNED AND RETURNED. FURTHERMORE, THE BY-LAWS OF THE COLLEGE STATES: "NO MEMBER OF THE CORPORATION, TRUSTEE, OFFICER OR EMPLOYEE OF THE CORPORATION SHALL HAVE ANY PERSONAL FINANCIAL INTEREST, DIRECT OR INDIRECT, IN ANY CONTRACT RELATING TO THE BUSINESS CONDUCTED BY THE CORPORATION, OR THE FURNISHING OF SUPPLIES TO THE CORPORATION, UNLESS AUTHORIZED BY CONCURRING VOTE OF TWO-THIRDS OF THE DISINTERESTED TRUSTEES, EVEN THOUGH THE DISINTERESTED TRUSTEES BE LESS THAN A QUORUM, AND PROVIDE THAT THE MATERIAL FACTS AS TO HER INTEREST IN SUCH TRANSACTION ARE DISCLOSED OR ARE KNOWN TO THE BOARD OF TRUSTEES." FORM 990, PART VI, SECTION B, LINE 15 FOR THE RECRUITMENT OF THE PROSPECTIVE EXECUTIVE POSITION, THE COLLEGE ENGAGES AN INDEPENDENT PROFESSIONAL EXECUTIVE SEARCH FIRM. THROUGH AN AD HOC COMPENSATION COMMITTEE APPROVED BY THE BOARD OF TRUSTEES THE COLLEGE AND THE FIRM WORK TOGETHER TO OBTAIN COMPARATIVE MARKET DATA AND ACQUIRE AVAILABLE SALARY SURVEY DATA. THE COMPENSATION COMMITTEE REVIEWS COMPARATIVE MARKET DATA AND AVAILABLE SALARY SURVEY DATA BEFORE MAKING RECOMMENDATIONS TO THE BOARD OF TRUSTEES WHICH HAS FINAL APPROVAL. THE PRESIDENT HAS A WRITTEN EMPLOYMENT CONTRACT. COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES OF THE COLLEGE IS DETERMINED BY MARKET DATA AND INTERNAL SALARY GRADES. FOR CERTAIN VICE PRESIDENT POSITIONS THE REVIEW OF COMPARATIVE MARKET DATA AND SALARY SURVEY DATA ARE PERFORMED BY A SEARCH COMMITTEE IN CONJUNCTION WITH AN EXECUTIVE SEARCH FIRM. THE COLLEGE ALSO BENCHMARKS SALARIES WITH NATIONAL FIRMS FOR CERTAIN VICE PRESIDENT POSITIONS. FOR OTHER KEY EMPLOYEES THE COLLEGE PERFORMS COMPARATIVE MARKET DATA AND ACQUIRES AVAILABLE SALARY SURVEY INFORMATION THROUGH THE OFFICE OF HUMAN RESOURCES. 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 UPON REQUEST. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.