Civic Intelligence

Bowdoin College

990 • Fiscal year 2021 • EIN 01-0215213

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

Organization ProfileWWW.BOWDOIN.EDU

View Organization Page

5400 College StationBrunswick, ME 04011-8445

(207) 721-5078

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

23rd percentile

0.11x

Higher debt load relative to assets than 23% of similar nonprofits.

2021 filings • 501(c)3 • $1B+ nonprofits • Source year 2021

Liabilities / Revenue

71st percentile

1.06x

Higher debt load relative to revenue than 71% of similar nonprofits.

2021 filings • 501(c)3 • $1B+ nonprofits • Source year 2021

Net Margin

80th percentile

33%

Higher net margin than 80% of similar nonprofits.

2021 filings • 501(c)3 • $1B+ nonprofits • Source year 2021

Top Officer Pay

83rd percentile

$4,233,695

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2021 filings • 501(c)3 • $1B+ nonprofits • Source year 2021

Asset Growth

93rd percentile

40%

Faster asset growth than 93% of similar nonprofits.

2021 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2020 to 2021

Revenue Growth

42nd percentile

10%

Faster revenue growth than 42% of similar nonprofits.

2021 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$3,297,186,000

Up $939,037,000 (+40%) from 2020

Net Assets

Up

$2,918,345,000

Up $936,809,000 (+47%) from 2020

Liabilities

Up

$378,841,000

Up $2,228,000 (+0.6%) from 2020

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin80th percentile

Revenue

Up

$359,057,000

Up $34,090,000 (+10%) from 2020

Expenses

Up

$240,341,000

Up $6,811,000 (+2.9%) from 2020

Net Income

Up

$118,716,000

Up $27,279,000 (+30%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0B$3.0B$2.0B$1.0B$0Assets 2011: $1,294,173,000Liabilities 2011: $203,029,000Net Assets 2011: $1,091,144,0002011Assets 2012: $1,291,942,000Liabilities 2012: $213,357,000Net Assets 2012: $1,078,585,0002012Assets 2013: $1,559,469,000Liabilities 2013: $341,176,000Net Assets 2013: $1,218,293,0002013Assets 2014: $1,735,882,000Liabilities 2014: $333,380,000Net Assets 2014: $1,402,502,0002014Assets 2015: $1,897,816,000Liabilities 2015: $334,093,000Net Assets 2015: $1,563,723,0002015Assets 2016: $1,831,737,000Liabilities 2016: $337,245,000Net Assets 2016: $1,494,492,0002016Assets 2017: $2,036,597,000Liabilities 2017: $407,738,000Net Assets 2017: $1,628,859,0002017Assets 2018: $2,201,155,000Liabilities 2018: $398,050,000Net Assets 2018: $1,803,105,0002018Assets 2019: $2,380,634,000Liabilities 2019: $460,724,000Net Assets 2019: $1,919,910,0002019Assets 2020: $2,358,149,000Liabilities 2020: $376,613,000Net Assets 2020: $1,981,536,0002020Assets 2021: $3,297,186,000Liabilities 2021: $378,841,000Net Assets 2021: $2,918,345,0002021Assets 2022: $3,102,956,000Liabilities 2022: $436,812,000Net Assets 2022: $2,666,144,0002022Assets 2023: $3,048,898,000Liabilities 2023: $429,804,000Net Assets 2023: $2,619,094,0002023Assets 2024: $3,234,630,000Liabilities 2024: $431,934,000Net Assets 2024: $2,802,696,0002024

Highlighted filing

2021

Assets$3,297,186,000
Liabilities$378,841,000
Net Assets$2,918,345,000
Open 2021 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600M$400M$200M$0Expenses 2011: $156,856,0002011Expenses 2012: $162,028,0002012Revenue 2013: $231,515,000Expenses 2013: $173,174,000Net Income 2013: $58,341,0002013Revenue 2014: $235,343,000Expenses 2014: $181,714,000Net Income 2014: $53,629,0002014Revenue 2015: $289,199,000Expenses 2015: $189,412,000Net Income 2015: $99,787,0002015Revenue 2016: $225,173,000Expenses 2016: $195,978,000Net Income 2016: $29,195,0002016Revenue 2017: $232,189,000Expenses 2017: $200,578,000Net Income 2017: $31,611,0002017Revenue 2018: $237,784,000Expenses 2018: $212,106,000Net Income 2018: $25,678,0002018Revenue 2019: $283,025,000Expenses 2019: $233,576,000Net Income 2019: $49,449,0002019Revenue 2020: $324,967,000Expenses 2020: $233,530,000Net Income 2020: $91,437,0002020Revenue 2021: $359,057,000Expenses 2021: $240,341,000Net Income 2021: $118,716,0002021Revenue 2022: $411,778,000Expenses 2022: $255,587,000Net Income 2022: $156,191,0002022Revenue 2023: $355,248,000Expenses 2023: $275,375,000Net Income 2023: $79,873,0002023Revenue 2024: $369,776,000Expenses 2024: $296,467,000Net Income 2024: $73,309,0002024

Highlighted filing

2021

Revenue$359,057,000
Expenses$240,341,000
Net Income$118,716,000
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.2
Gross Receipts
$796,391,000
Mission and Program Overview

Mission

*SEE SCHEDULE O*

Four-year private undergraduate liberal arts college. See schedule o

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,844,440,000$2,721,811,000▲ $877,371,000
Land, Buildings, and Equipment, Net$326,957,000$329,715,000▲ $2,758,000
Investments in Publicly Traded Securities$71,161,000$123,456,000▲ $52,295,000
Pledges and Grants Receivable$62,003,000$61,134,000▼ $869,000
Savings and Temporary Cash Investments$24,213,000$22,187,000▼ $2,026,000
Prepaid Expenses and Deferred Charges$4,182,000$4,402,000▲ $220,000
Accounts Receivable$2,133,000$2,559,000▲ $426,000
Inventories for Sale or Use$1,485,000$1,569,000▲ $84,000
Other Notes and Loans Receivable, Net$2,118,000$1,528,000▼ $590,000
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$2,358,149,000$3,297,186,000▲ $939,037,000
Other Assets Total$19,457,000$28,825,000▲ $9,368,000
Liabilities
Other Liabilities$243,829,000$264,779,000▲ $20,950,000
Tax Exempt Bond Liabilities$87,223,000$86,367,000▼ $856,000
Accounts Payable and Accrued Expenses$21,103,000$20,759,000▼ $344,000
Mortgage Notes Payable Secured by Investment Property$21,727,000$4,284,000▼ $17,443,000
Deferred Revenue$1,066,000$1,502,000▲ $436,000
Grants Payable$1,645,000$1,129,000▼ $516,000
Escrow Account Liability$20,000$21,000▲ $1,000
Unsecured Notes Loans Payable$0$0→ $0
Total Liabilities$376,613,000$378,841,000▲ $2,228,000
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,734,997,000$2,597,740,000▲ $862,743,000
Net Assets Without Donor Restrictions$246,539,000$320,605,000▲ $74,066,000
Total Net Assets Fund Balance$1,981,536,000$2,918,345,000▲ $936,809,000
Total Liabilities and Net Assets / Fund Balance$2,358,149,000$3,297,186,000▲ $939,037,000

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$288,109,000$157,035,000$445,144,000
Equipment$4,578,000$40,659,000$45,237,000
Other Land Buildings$25,170,000$10,669,000$35,839,000
Land$7,265,000-$7,265,000
Leasehold Improvements$4,593,000$1,804,000$6,397,000
Other Securities$1,473,086,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,780,970,000$21,252,000▲ $1,004,524,000$42,401,000$2,718,438,000
2020$1,743,671,000$18,977,000▲ $99,255,000$39,635,000$1,780,970,000
2019$1,628,165,000$17,810,000▲ $173,843,000$37,087,000$1,743,671,000
2018$1,455,909,000$16,533,000▲ $225,572,000$34,453,000$1,628,165,000
2017$1,339,981,000$16,132,000▲ $163,263,000$31,308,000$1,455,909,000
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paula VolentSVP/chief Investment OfficerFT$1,812,898$2,420,797$4,233,695
Niles BryantDirector of InvestmentsFT$343,445$818,943$1,162,388
Chris PiccioneEndowment Chief Ops OfficerFT$266,693$396,549$663,242
Scott MeiklejohnSVP for Dvt & Alumni RelationsFT$342,790$67,327$410,117
Matthew OrlandoSVP Finance & Admin/treasurerFT$341,076$52,294$393,370
Clayton RosePresidentFT$306,704$77,022$383,726
Elizabeth MccormackSVP/dean for Academic AffairsFT$307,871$53,334$361,205
Jennifer ScanlonSVP/dean for Academic AffairsFT$256,724$80,224$336,948
Michael ArchibaldVP for Dvt & Alumni RelatnsFT$272,364$60,888$333,252
Michael CatoSVP/chief Information OfficerFT$258,953$62,613$321,566
E Whitney SouleSVP/dean Admissions & St. AidFT$251,059$59,057$310,116
Janet LohmannSVP/dean for Student AffairsFT$239,407$65,133$304,540
Michael ReedSVP for Inclusion & DiversityFT$247,638$51,100$298,738
Tama SpoerriVP for Human ResourcesFT$217,003$67,767$284,770
Scott HoodSVP for Comm & Public AffairsFT$229,318$49,571$278,889
Patsy DickinsonFacultyFT$231,326$45,232$276,558
Elizabeth OrlicSVP/special Asst to the PresFT$216,785$52,284$269,069

Board Members and Trustees

NameTitle
Robert F WhiteChair
Paula M WardynskiVice Chair
Alison E RundlettTrustee
Andrew E SerwerTrustee
Ann Hambelton KenyonTrustee
Arthur E BlackTrustee
Bertrand Garcia-morenoTrustee
Bradford a HunterTrustee
David G BrownTrustee
David P WheelerTrustee
David a MoralesTrustee
Diana L SpagnuoloTrustee
Ellen L P ChanTrustee
George a KhaldunTrustee
Holly E MaloneyTrustee
James E StaleyTrustee
Jane L PinchinTrustee
Jeff D EmersonTrustee
Jennifer Goldsmith AdamsTrustee
Joan Benoit SamuelsonTrustee
John F FishTrustee
John F Mcquillan JrTrustee
John K L ThorndikeTrustee
Joseph AduTrustee
Joseph V Mcdevitt JrTrustee
Karen N WalkerTrustee
Katie R BennerTrustee
Leonard W CottonTrustee
Mary Hogan PreusseTrustee
Michele G CyrTrustee
Mitchell S ZuklieTrustee
Peter J BernardTrustee
Philip W SchillerTrustee
R Stewart StrawbridgeTrustee
Robert T FriedmanTrustee
Ronald C BradyTrustee
Russell C CrandallTrustee
Scott B PerperTrustee
Shelley a HearneTrustee
Stephen F GormleyTrustee
Sydney AsburyTrustee
Tasha Vanderlinde IrvingTrustee
Tejus AjmeraTrustee
William S AndersonTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Wright-ryan Construction INCConst. Services10 DANFORTH STREET, Portland, ME 04101$8,642,074
Jf Scott ConstructionConst. Services20 ROYAL STREET, Winthrop, ME 04364$4,168,570
Broad InstituteCovid Testing415 MAIN STREET, Cambridge, MA 02142$2,744,500
HgaArchitect/engineerSDS 12-1861 PO BOX 86, Minneapolis, MN 55486$1,132,430
Shi International CorpSoftware MaintPO BOX 952121, Dallas, TX 75395$906,393
Revenue and Support

Revenue Composition

Contributions and Grants
$38,857,000
Program Service Revenue
$111,894,000
Investment Income
$207,621,000
Other Revenue
$685,000
All Other Contributions
$34,033,000
Change in Net Assets
$118,716,000

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded142$3,566,000See Part Ii
Total Noncash Contributions142$3,566,000-

Audited Revenue Reconciliation

Revenue per Audited Statements
$337,275,000
Revenue Not Reported on Financial Statements
$21,782,000
Revenue Not Reported on Form 990
$818,093,000
Other Revenue Adjustments
$11,169,000
Total Revenue per Audited Statements
$1,155,368,000
Total Revenue per Form 990
$359,057,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$114,195,000
Other Expenses$78,735,000
Grants and Similar Amounts Paid$47,396,000
Total Fundraising Expense$6,231,000
Professional Fundraising Fees$15,000

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$65,123,000$10,288,000$3,914,000$79,325,000
Grants to Domestic Individuals$46,443,000--$46,443,000
Depreciation Depletion$14,220,000$495,000-$14,715,000
Interest$11,261,000$659,000-$11,920,000
Other Employee Benefits$9,750,000$1,298,000$570,000$11,618,000
Current Officers, Directors, Trustees, and Key Employees$2,755,000$6,794,000$503,000$10,052,000
Fees for Services Other$3,920,000$4,895,000$26,000$8,841,000
Information Technology$5,208,000$2,063,000-$7,271,000
Pension Plan Contributions$5,772,000$827,000$365,000$6,964,000
Occupancy$4,785,000$1,221,000-$6,006,000
Payroll Taxes$4,822,000$841,000$321,000$5,984,000
Office Expenses$3,560,000$1,429,000$382,000$5,371,000
All Other Expenses$1,194,000$915,800$19,000$2,128,800
Other Expenses$1,696,000$79,000-$1,696,000
Insurance$837,000$160,000-$997,000
Grants to Domestic Orgs$872,000--$872,000
Fees for Services Legal-$783,000-$783,000
Conferences and Meetings$490,000$21,000$18,000$529,000
Fees for Service Investment Mgmnt Fees-$521,000-$521,000
Fees for Services Accounting-$382,000-$382,000
Travel$248,000$38,000-$286,000
Comp Disqual Persons-$154,000$98,000$252,000
Foreign Grants$81,000--$81,000
Advertising$39,000$2,000-$41,000
Fees for Services Lobbying-$22,200-$22,200
Fees for Services Professional Fundraising--$15,000$15,000
Total Functional Expenses$188,091,000$46,019,000$6,231,000$240,341,000

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$240,341,000
Total Expenses per Audited Statements$218,559,000
Expenses per Audited Statements$218,544,000
Expenses Not Reported on Financial Statements$21,797,000
Other Expense Adjustments$11,184,000
Expenses Not Reported on Form 990$15,000
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Town of BrunswickBrunswick, MEGOV'TContribution$471,000
Tides FoundationSan Francisco, CA501(c)(3)Contribution$73,413
NaacpBaltimore, MD501(c)(4)Contribution$44,933
Maine InitiativesPortland, ME501(c)(3)Contribution$38,138
Resources for Organizing and Social ChangeAugusta, ME501(c)(3)Contribution$36,983
Maine Inside OutPortland, ME501(c)(3)Contribution$25,226
Council for Economic EducationNew York, NY501(c)(3)Contribution$25,000
Town of HarpswellHarpswell, MEGOV'TContribution$20,000
Maine Community FoundationEllsworth, ME501(c)(3)Contribution$19,390
Brunswick Downtown AssociationBrunswick, ME501(c)(3)Contribution$17,000
Brunswick American LegionBrunswick, ME501(c)(19)Contribution$12,500
The Dempsey CenterLewiston, ME501(c)(3)Contribution$10,000
Naacp Empowerment ProgramsBaltimore, MD501(c)(3)Contribution$9,102
Naacp Legal Defense & Educational Fund IncNew York, NY501(c)(3)Contribution$7,256

International Summary

Offices
1
Employees
3
Spending
$1,469,029,000

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments-00$1,401,310,000
Sub-saharan AfricaInvestmentsSee Part V00$46,133,000
Europe (including Iceland and Greenland)Investments-00$21,387,000
North AmericaProgram Services-13$82,000
Europe (including Iceland and Greenland)GrantmakingSee Part V00$70,000
Europe (including Iceland and Greenland)Program Services-00$28,000
North AmericaProgram Services-00$5,000
North AmericaGrantmakingScientific Station00$5,000
Sub-saharan AfricaGrantmakingSee Part V00$5,000
Sub-saharan AfricaProgram Services-00$2,000
East Asia and the PacificProgram Services-00$1,000
East Asia and the PacificGrantmakingSee Part V00$1,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$15,000
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Key Emp.- S. HoodCompensationNo$154,000
-Trustee- L. CottonCompensationNo$98,000

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Taxable Bond Liabilities$191,296,000
LIABILITY: POST-RETIREMENT BEN$21,033,000
Deferred Tax Liability$14,900,000
Liability for Pv of Life Incom$14,740,000
Operating/financing Lease Liab$12,382,000
Fair Value of Interest Rate Sw$7,267,000
Excise Tax Liability$1,719,000
Asset Retirement Obligation$1,442,000

Bond Issues

BondIssuerIssuedIssue PricePurpose
BMaine Hhefa2017-12-28$35,978,713ADVANCE REFUNDING
CMaine Hhefa2018-11-29$32,389,091CONSTRUCTION
AMaine Hhefa2017-04-03$20,700,000REISSUE-2008 BOND

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$35,978,713$35,569,568-$386,973
C$33,121,980---
A$20,700,000$20,700,000$490,000$409,145

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 review process in april, a complete copy of form 990 is provided to the president and the senior vice president for finance and administration and treasurer for thorough review in advance of regularly scheduled board of trustees meetings and filing with the internal revenue service (irs) in may. Subsequent to this review, a complete copy of form 990 is provided to the chairman of the board and the chair of the audit, risk, and reputation committee. All other trustees are provided a public disclosure copy of form 990 for review. The schedule b as filed with the irs is available to all trustees, upon request only, at the board of trustees meetings in may. The form 990 is filed with the irs after the trustees review and approve the form at these meetings.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest policy the college surveys annually all members of the board, all officers of instruction, and all officers of administration as to potential conflicts of interest. Surveys are reviewed by the college's legal officer. The results of the survey are reported to the audit, risk, and reputation committee and to the board of trustees. The college's legal officer manages all conflicts by appropriate means, including but not limited to, by requiring board members to recuse themsevles from voting.”

Form 990, Part VI, Section B, Line 15

“Compensation policy in accordance with treasury regulation 53.4958-6 the executive committee of the board of trustees, acting as a compensation committee, annually reviews and approves the compensation of the president and senior management officials. In all cases, the executive committee considers compensation surveys and competitive market data. For senior management, the president provides the executive committee with recommended changes to compensation levels. The executive committee documents such decisions in its minutes where appropriate.”

Form 990, Part VI, Section C, Line 19

“Public disclosure the organization makes its governing documents, conflict of interest policy, form 990, and financial statements available to the public upon request. Also, form 990 and financial statements are available on the organization's website at www.bowdoin.edu/finance/financial-documents/index.html.”

Filing and Contact Details

Filer

Filer Name
Bowdoin College
EIN
01-0215213
Phone
2077215078
Address
5400 COLLEGE STATION, BRUNSWICK, ME 04011-8445

Signing Officer

Name
Rebecca Corey
Title
Controller
Phone
2077215078
Signed
2022-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Clayton Rose
Formed
1794
Legal Domicile
Me
Voting Board Members
45
Independent Board Members
43
Employees
2,636
Volunteers
1,423

Preparer

Firm
Kpmg Llp
Address
60 SOUTH STREET TWO FINANCIAL, CENTER, BOSTON, MA 02111
Preparer
TARA D'AGOSTINO
Phone
6179881000
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1 and Part III, Line 1

“Organization's mission it is the mission of the college to engage students of uncommon promise in an intense full-time education of their minds, exploration of their creative faculties, and development of their social and leadership abilities in a four-year course of study and residence that concludes with a baccalaureate degree in the liberal arts.”

FORM 990, PART XI, LINE 9:

“Net unrealized gain on interest rate swap 2,342,000. Postretirement-related changes other than net periodic cost 292,000. Net change in annuity and life income funds 3,589,000. Gain on asset retirement obligation 89,000. Uncollectible pledges -316,000.”

Financial Statement Notes

PART III, LINE 1A:

“Organizations maintaining collections the college does not capitalize collections, primarily art objects, as they are held for public exhibition and education rather than financial gain. Proceeds from the sale of collection items are used to acquire other items for collection.”

PART III, LINE 4:

“Organization's collections college collections are primarily art objects held for public exhibition and education.”

PART IV, LINE 2B:

“Custodial accounts the college holds $21,000 of security deposits on its rental properties.”

PART V, LINE 4:

“Endowment funds the college's endowment is invested with the intent of balancing the goals of generating a steady, stable stream of funds to support the current operations of the college while preserving the purchasing power of the endowment to support programs and initiatives for future generations of bowdoin students. The top four uses of the endowment for fy 2021 were as follows: financial aid 48.8%; faculty compensation, academic programs and research 21.3%; general operations 18.6%; library and museum program support 6%.”

PART X, LINE 2:

“Fin 48 (asc 740) footnote the college is a not-for-profit organization and is generally exempt from income taxes as described in section 501(c)(3) of the internal revenue code, as amended. The college assesses uncertain tax positions and has determined there were no such positions that have a material effect on the financial statements.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Net unrealized gain on interest rate swap 2,342,000. Postretirement-related changes other than net periodic cost 292,000. Net change in annuity and life income funds 3,589,000. Gain on asset retirement obligation 89,000. Uncollectible pledges -316,000.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Deferred & excise tax liabilities 11,184,000. Rental direct expenses -15,000.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental direct expenses 15,000.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Deferred & excise tax liabilities 11,184,000.”

Raw XML AppendixShowing 400 of 1,911 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt021103000
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt020759000
IRS990/AccountsReceivableGrp/BOYAmt02133000
IRS990/AccountsReceivableGrp/EOYAmt02559000
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0FOUR-YEAR PRIVATE UNDERGRADUATE LIBERAL ARTS COLLEGE. SEE SCHEDULE O
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02000
IRS990/AdvertisingGrp/ProgramServicesAmt039000
IRS990/AdvertisingGrp/TotalAmt041000
IRS990/AllOtherContributionsAmt034033000
IRS990/AllOtherExpensesGrp/FundraisingAmt019000
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0915800
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01194000
IRS990/AllOtherExpensesGrp/TotalAmt02128800
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0REBECCA COREY
IRS990/BooksInCareOfDetail/PhoneNum02077215078
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05400 COLLEGE STATION
IRS990/BooksInCareOfDetail/USAddress/CityNm0BRUNSWICK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0040118445
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd01
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt057
IRS990/CollectionsOfArtInd01
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0503000
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt06794000
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt02755000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt010052000
IRS990/CompDisqualPersonsGrp/FundraisingAmt098000
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt0154000
IRS990/CompDisqualPersonsGrp/TotalAmt0252000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt018000
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt021000
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0490000
IRS990/ConferencesMeetingsGrp/TotalAmt0529000
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt08642074
IRS990/ContractorCompensationGrp/CompensationAmt14168570
IRS990/ContractorCompensationGrp/CompensationAmt22744500
IRS990/ContractorCompensationGrp/CompensationAmt31132430
IRS990/ContractorCompensationGrp/CompensationAmt4906393
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt010 DANFORTH STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt120 ROYAL STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2415 MAIN STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3SDS 12-1861 PO BOX 86
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4PO BOX 952121
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0PORTLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1WINTHROP
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2CAMBRIDGE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3MINNEAPOLIS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4DALLAS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0ME
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1ME
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd004101
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd104364
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd202142
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd355486
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd475395
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0WRIGHT-RYAN CONSTRUCTION INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1JF SCOTT CONSTRUCTION
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2BROAD INSTITUTE
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3HGA
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4SHI INTERNATIONAL CORP
IRS990/ContractorCompensationGrp/ServicesDesc0CONST. SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc1CONST. SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc2COVID TESTING
IRS990/ContractorCompensationGrp/ServicesDesc3ARCHITECT/ENGINEER
IRS990/ContractorCompensationGrp/ServicesDesc4SOFTWARE MAINT
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt038857000
IRS990/CYGrantsAndSimilarPaidAmt047396000
IRS990/CYInvestmentIncomeAmt0207621000
IRS990/CYOtherExpensesAmt078735000
IRS990/CYOtherRevenueAmt0685000
IRS990/CYProgramServiceRevenueAmt0111894000
IRS990/CYRevenuesLessExpensesAmt0118716000
IRS990/CYSalariesCompEmpBnftPaidAmt0114195000
IRS990/CYTotalExpensesAmt0240341000
IRS990/CYTotalFundraisingExpenseAmt06231000
IRS990/CYTotalProfFndrsngExpnsAmt015000
IRS990/CYTotalRevenueAmt0359057000
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd01
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt01066000
IRS990/DeferredRevenueGrp/EOYAmt01502000
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0495000
IRS990/DepreciationDepletionGrp/ProgramServicesAmt014220000
IRS990/DepreciationDepletionGrp/TotalAmt014715000
IRS990/Desc0DURING FY 2021, BOWDOIN ENROLLED 1,754 FULL-TIME EQUIVALENT STUDENTS, NOT INCLUDING 11 STUDENTS STUDYING AWAY; 93% COMPLETE THE DEGREE WITHIN FIVE YEARS; THE STUDENT/FACULTY RATIO IS 8:1; 100% OF FACULTY HAS A PH.D. OR EQUIVALENT. AS OF JUNE 2021, 41,915 STUDENTS HAVE MATRICULATED AT BOWDOIN COLLEGE, AND 33,486 DEGREES IN ACADEMIC PROGRAMS HAVE BEEN AWARDED.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01734997000
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02597740000
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02636
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd01
IRS990/EscrowAccountLiabilityGrp/BOYAmt020000
IRS990/EscrowAccountLiabilityGrp/EOYAmt021000
IRS990/ExpenseAmt0188091000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0382000
IRS990/FeesForServicesAccountingGrp/TotalAmt0382000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0783000
IRS990/FeesForServicesLegalGrp/TotalAmt0783000
IRS990/FeesForServicesLobbyingGrp/ManagementAndGeneralAmt022200
IRS990/FeesForServicesLobbyingGrp/TotalAmt022200
IRS990/FeesForServicesOtherGrp/FundraisingAmt026000
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt04895000
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt03920000
IRS990/FeesForServicesOtherGrp/TotalAmt08841000
IRS990/FeesForServicesProfFundraising/FundraisingAmt015000
IRS990/FeesForServicesProfFundraising/TotalAmt015000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0521000
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0521000
IRS990/ForeignActivitiesInd01
IRS990/ForeignCountryCd0UK
IRS990/ForeignFinancialAccountInd01
IRS990/ForeignGrantsGrp/ProgramServicesAmt081000
IRS990/ForeignGrantsGrp/TotalAmt081000
IRS990/ForeignOfficeInd01
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt08.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt18.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt54.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt64.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt74.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt84.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt94.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt104.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt114.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt124.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt134.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt144.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt154.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt164.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt174.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt184.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt194.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt204.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt214.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt224.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt234.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt244.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt254.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt264.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt274.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt284.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt294.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt304.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt314.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt324.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt334.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt344.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt354.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt364.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt374.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt384.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt394.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt404.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt414.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt424.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt434.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt444.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt6040.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd26X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd27X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd28X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd29X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd30X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd31X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd32X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd33X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd34X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd35X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd36X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd37X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd38X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd39X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd40X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd41X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd42X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd43X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd44X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd5X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd6X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd7X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd8X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt271678
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt320
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt330
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt340
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt350
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt360
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt370
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt380
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt390
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt400
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt410
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt420
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt430
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt440
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4550732
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4663926
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4748090
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4848426
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4973772
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5060746
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5157357
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5262459
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5346476
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5442882
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5548504
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5617864
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5745493
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5857888
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5964002
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt6041513
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT F WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm1PAULA M WARDYNSKI
IRS990/Form990PartVIISectionAGrp/PersonNm2CLAYTON ROSE
IRS990/Form990PartVIISectionAGrp/PersonNm3JENNIFER GOLDSMITH ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm4JOSEPH ADU
IRS990/Form990PartVIISectionAGrp/PersonNm5TEJUS AJMERA
IRS990/Form990PartVIISectionAGrp/PersonNm6WILLIAM S ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm7SYDNEY ASBURY
IRS990/Form990PartVIISectionAGrp/PersonNm8KATIE R BENNER
IRS990/Form990PartVIISectionAGrp/PersonNm9PETER J BERNARD
IRS990/Form990PartVIISectionAGrp/PersonNm10ARTHUR E BLACK
IRS990/Form990PartVIISectionAGrp/PersonNm11RONALD C BRADY
IRS990/Form990PartVIISectionAGrp/PersonNm12DAVID G BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm13ELLEN L P CHAN
IRS990/Form990PartVIISectionAGrp/PersonNm14LEONARD W COTTON
IRS990/Form990PartVIISectionAGrp/PersonNm15RUSSELL C CRANDALL
IRS990/Form990PartVIISectionAGrp/PersonNm16MICHELE G CYR
IRS990/Form990PartVIISectionAGrp/PersonNm17JEFF D EMERSON
IRS990/Form990PartVIISectionAGrp/PersonNm18JOHN F FISH
IRS990/Form990PartVIISectionAGrp/PersonNm19ROBERT T FRIEDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm20BERTRAND GARCIA-MORENO
IRS990/Form990PartVIISectionAGrp/PersonNm21STEPHEN F GORMLEY
IRS990/Form990PartVIISectionAGrp/PersonNm22SHELLEY A HEARNE
IRS990/Form990PartVIISectionAGrp/PersonNm23BRADFORD A HUNTER
IRS990/Form990PartVIISectionAGrp/PersonNm24TASHA VANDERLINDE IRVING
IRS990/Form990PartVIISectionAGrp/PersonNm25ANN HAMBELTON KENYON
IRS990/Form990PartVIISectionAGrp/PersonNm26GEORGE A KHALDUN
IRS990/Form990PartVIISectionAGrp/PersonNm27HOLLY E MALONEY
IRS990/Form990PartVIISectionAGrp/PersonNm28JOSEPH V MCDEVITT JR
IRS990/Form990PartVIISectionAGrp/PersonNm29JOHN F MCQUILLAN JR
IRS990/Form990PartVIISectionAGrp/PersonNm30DAVID A MORALES
IRS990/Form990PartVIISectionAGrp/PersonNm31SCOTT B PERPER
IRS990/Form990PartVIISectionAGrp/PersonNm32JANE L PINCHIN
IRS990/Form990PartVIISectionAGrp/PersonNm33MARY HOGAN PREUSSE
IRS990/Form990PartVIISectionAGrp/PersonNm34ALISON E RUNDLETT
IRS990/Form990PartVIISectionAGrp/PersonNm35JOAN BENOIT SAMUELSON
IRS990/Form990PartVIISectionAGrp/PersonNm36PHILIP W SCHILLER
IRS990/Form990PartVIISectionAGrp/PersonNm37ANDREW E SERWER
IRS990/Form990PartVIISectionAGrp/PersonNm38DIANA L SPAGNUOLO
IRS990/Form990PartVIISectionAGrp/PersonNm39JAMES E STALEY
IRS990/Form990PartVIISectionAGrp/PersonNm40R STEWART STRAWBRIDGE
IRS990/Form990PartVIISectionAGrp/PersonNm41JOHN K L THORNDIKE
IRS990/Form990PartVIISectionAGrp/PersonNm42KAREN N WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm43DAVID P WHEELER
IRS990/Form990PartVIISectionAGrp/PersonNm44MITCHELL S ZUKLIE
IRS990/Form990PartVIISectionAGrp/PersonNm45MATTHEW ORLANDO
IRS990/Form990PartVIISectionAGrp/PersonNm46PAULA VOLENT
IRS990/Form990PartVIISectionAGrp/PersonNm47SCOTT MEIKLEJOHN
IRS990/Form990PartVIISectionAGrp/PersonNm48ELIZABETH MCCORMACK
IRS990/Form990PartVIISectionAGrp/PersonNm49JENNIFER SCANLON
IRS990/Form990PartVIISectionAGrp/PersonNm50MICHAEL CATO
IRS990/Form990PartVIISectionAGrp/PersonNm51E WHITNEY SOULE
IRS990/Form990PartVIISectionAGrp/PersonNm52JANET LOHMANN
IRS990/Form990PartVIISectionAGrp/PersonNm53MICHAEL REED
IRS990/Form990PartVIISectionAGrp/PersonNm54SCOTT HOOD
IRS990/Form990PartVIISectionAGrp/PersonNm55ELIZABETH ORLIC
IRS990/Form990PartVIISectionAGrp/PersonNm56NILES BRYANT
IRS990/Form990PartVIISectionAGrp/PersonNm57CHRIS PICCIONE
IRS990/Form990PartVIISectionAGrp/PersonNm58MICHAEL ARCHIBALD
IRS990/Form990PartVIISectionAGrp/PersonNm59TAMA SPOERRI
IRS990/Form990PartVIISectionAGrp/PersonNm60PATSY DICKINSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2312048
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,297,186,000
Liabilities
$378,841,000
Net assets
$2,918,345,000
Revenue
$359,057,000
Expenses
$240,341,000
Net income
$118,716,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3,235$432$2,803$370$296$73.3
2023Detailed filing. Detailed filing data is available for this year.$3,049$430$2,619$355$275$79.9
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,103$437$2,666$412$256$156
2021Detailed filing. Detailed filing data is available for this year.$3,297$379$2,918$359$240$119
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,358$377$1,982$325$234$91.4
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,381$461$1,920$283$234$49.4
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,201$398$1,803$238$212$25.7
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,037$408$1,629$232$201$31.6
2016Detailed filing. Detailed filing data is available for this year.$1,832$337$1,494$225$196$29.2
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,898$334$1,564$289$189$99.8
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1,736$333$1,403$235$182$53.6
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,559$341$1,218$232$173$58.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,292$213$1,079$162
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,294$203$1,091$157