Civic Intelligence

Bowdoin College

990 • Fiscal year 2022 • EIN 01-0215213

Jul 01, 2021 to Jun 30, 2022 • Filed on May 09, 2023

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

24th percentile

0.14x

Higher debt load relative to assets than 24% of similar nonprofits.

2022 filings • 501(c)3 • $1B+ nonprofits • Source year 2022

Liabilities / Revenue

73rd percentile

1.06x

Higher debt load relative to revenue than 73% of similar nonprofits.

2022 filings • 501(c)3 • $1B+ nonprofits • Source year 2022

Net Margin

87th percentile

38%

Higher net margin than 87% of similar nonprofits.

2022 filings • 501(c)3 • $1B+ nonprofits • Source year 2022

Top Officer Pay

65th percentile

$2,662,992

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2022 filings • 501(c)3 • $1B+ nonprofits • Source year 2022

Asset Growth

35th percentile

-5.9%

Faster asset growth than 35% of similar nonprofits.

2022 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2021 to 2022

Revenue Growth

78th percentile

15%

Faster revenue growth than 78% of similar nonprofits.

2022 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$3,102,956,000

Down $194,230,000 (-5.9%) from 2021

Net Assets

Down

$2,666,144,000

Down $252,201,000 (-8.6%) from 2021

Liabilities

Up

$436,812,000

Up $57,971,000 (+15%) from 2021

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin87th percentile

Revenue

Up

$411,778,000

Up $52,721,000 (+15%) from 2021

Expenses

Up

$255,587,000

Up $15,246,000 (+6.3%) from 2021

Net Income

Up

$156,191,000

Up $37,475,000 (+32%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2022

Assets$3,102,956,000
Liabilities$436,812,000
Net Assets$2,666,144,000
Open 2022 Filing

Operations Trend

Revenue Growth78th 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

2022

Revenue$411,778,000
Expenses$255,587,000
Net Income$156,191,000
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 9, 2023
Return Version
2021v4.2
Gross Receipts
$719,459,000
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$2,721,811,000$2,435,387,000▼ $286,424,000
Land, Buildings, and Equipment, Net$329,715,000$343,741,000▲ $14,026,000
Savings and Temporary Cash Investments$22,187,000$120,445,000▲ $98,258,000
Investments in Publicly Traded Securities$123,456,000$113,961,000▼ $9,495,000
Pledges and Grants Receivable$61,134,000$52,463,000▼ $8,671,000
Prepaid Expenses and Deferred Charges$4,402,000$5,258,000▲ $856,000
Accounts Receivable$2,559,000$2,096,000▼ $463,000
Inventories for Sale or Use$1,569,000$1,639,000▲ $70,000
Other Notes and Loans Receivable, Net$1,528,000$1,090,000▼ $438,000
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$3,297,186,000$3,102,956,000▼ $194,230,000
Other Assets Total$28,825,000$26,876,000▼ $1,949,000
Liabilities
Other Liabilities$264,779,000$315,966,000▲ $51,187,000
Tax Exempt Bond Liabilities$86,367,000$85,493,000▼ $874,000
Accounts Payable and Accrued Expenses$20,759,000$25,906,000▲ $5,147,000
Mortgage Notes Payable Secured by Investment Property$4,284,000$7,500,000▲ $3,216,000
Deferred Revenue$1,502,000$1,202,000▼ $300,000
Grants Payable$1,129,000$719,000▼ $410,000
Escrow Account Liability$21,000$26,000▲ $5,000
Unsecured Notes Loans Payable$0$0→ $0
Total Liabilities$378,841,000$436,812,000▲ $57,971,000
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,597,740,000$2,365,417,000▼ $232,323,000
Net Assets Without Donor Restrictions$320,605,000$300,727,000▼ $19,878,000
Total Net Assets Fund Balance$2,918,345,000$2,666,144,000▼ $252,201,000
Total Liabilities and Net Assets / Fund Balance$3,297,186,000$3,102,956,000▼ $194,230,000

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$283,083,000$167,703,000$450,786,000
Other Land Buildings$44,165,000$11,730,000$55,895,000
Equipment$5,229,000$42,624,000$47,853,000
Land$7,265,000-$7,265,000
Leasehold Improvements$3,999,000$2,398,000$6,397,000
Other Securities$1,233,538,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$2,718,438,000$33,193,000▼ $189,622,000$44,283,000$2,472,818,000
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
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paula VolentSVP/chief Investment OfficerFT$953,992$1,709,000$2,662,992
K Niles BryantSVP/chief Investment OfficerFT$547,150$1,077,448$1,624,598
Scott MeiklejohnSVP for Dvt & Alumni RelationsFT$325,050$416,373$741,423
Clayton RosePresidentFT$496,881$128,623$625,504
Page MachlinDirector of InvestmentsFT$240,417$281,609$522,026
Matthew OrlandoSVP Finance & Admin/treasurerFT$368,576$103,651$472,227
Jennifer ScanlonSVP/dean for Academic AffairsFT$320,635$143,140$463,775
Michael CatoSVP/chief Information OfficerFT$280,878$107,700$388,578
Elizabeth MccormackFrmr SVP for Academic AffairsFT$303,950$73,129$377,079
Michael ReedSVP for Inclusion & DiversityFT$200,496$171,515$372,011
Janet LohmannSVP/dean for Student AffairsFT$261,095$107,778$368,873
Michael ArchibaldVP for Dvt & Alumni RelatnsFT$283,814$69,662$353,476
Scott HoodSVP for Comm & Public AffairsFT$247,704$94,551$342,255
Tama SpoerriVP for Human ResourcesFT$227,704$107,205$334,909
Elizabeth OrlicSVP/special Asst to the PresFT$227,605$96,714$324,319
Jeffrey MaherDirector of Health ServicesFT$196,057$117,539$313,596
Patsy DickinsonFacultyFT$255,906$56,772$312,678
Claudia MarroquinSVP/dean Admissions & St. AidFT$196,119$92,671$288,790
Stephanie FrostSVP for Dvt & Alumni RelationsFT$154,211$121,644$275,855
Christina FinneranSVP/institutional ResearchFT$151,705$64,212$215,917
E Whitney SouleSVP/dean Admissions & St. AidFT$132,306$81,947$214,253

Board Members and Trustees

NameTitle
Robert F WhiteChair
Sydney AsburyVice Chair
Alison E RundlettTrustee
Andrew E SerwerTrustee
Ann Hambelton KenyonTrustee
Arthur E BlackTrustee
Bertrand Garcia-morenoTrustee
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 Mcquillan JrTrustee
John K L ThorndikeTrustee
Joseph AduTrustee
Joseph V Mcdevitt JrTrustee
Karen N WalkerTrustee
Katie R BennerTrustee
Kimberly Foster PriceTrustee
Mary Hogan PreusseTrustee
Michele G CyrTrustee
Mitchell S ZuklieTrustee
Paula M WardynskiTrustee
Peter J BernardTrustee
Philip W SchillerTrustee
R Stewart StrawbridgeTrustee
Robert T FriedmanTrustee
Ronald C BradyTrustee
Russell C CrandallTrustee
Scott B PerperTrustee
Shelley a HearneTrustee
Tasha Vanderlinde IrvingTrustee
Tejus AjmeraTrustee
Tyree P Jones JrTrustee
William S AndersonTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Consigli Construction Co INCConst. Services72 SUMNER STREET, Milford, MA 01757$4,864,274
Broad InstituteCovid Testing415 MAIN STREET, Cambridge, MA 02142$1,316,350
Great Falls ConstructionConst. Services20 MECHANIC STREET, Gorham, ME 04038$737,536
Workday INCSoftware ServicesPO BOX 886106, Los Angeles, CA 90088$721,175
Anthem BcbsBenefits Admin Fees3350 PEACHTREE ROAD NE, Atlanta, GA 30326$635,909
Revenue and Support

Revenue Composition

Contributions and Grants
$49,006,000
Program Service Revenue
$142,176,000
Investment Income
$219,551,000
Other Revenue
$1,045,000
All Other Contributions
$43,947,000
Change in Net Assets
$156,191,000

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 Traded131$2,255,000See Part Ii
Total Noncash Contributions131$2,255,000-

Audited Revenue Reconciliation

Revenue per Audited Statements
$408,803,000
Revenue Not Reported on Financial Statements
$2,975,000
Revenue Not Reported on Form 990
$-408,392,000
Other Revenue Adjustments
$-3,977,000
Total Revenue per Audited Statements
$411,000
Total Revenue per Form 990
$411,778,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$123,872,000
Other Expenses$76,200,000
Grants and Similar Amounts Paid$55,513,000
Total Fundraising Expense$7,687,000
Professional Fundraising Fees$2,000

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$72,932,000$10,499,000$4,433,000$87,864,000
Grants to Domestic Individuals$54,358,000--$54,358,000
Depreciation Depletion$14,008,000$1,042,000-$15,050,000
Other Employee Benefits$11,045,000$1,490,000$699,000$13,234,000
Interest$12,184,000$641,000-$12,825,000
Pension Plan Contributions$7,365,000$1,061,000$491,000$8,917,000
Fees for Services Other$4,354,000$3,481,000$182,000$8,017,000
Information Technology$5,136,000$2,152,000$6,000$7,294,000
Occupancy$5,895,000$1,308,000-$7,203,000
Current Officers, Directors, Trustees, and Key Employees$3,151,000$3,363,000$647,000$7,161,000
Office Expenses$4,250,000$2,060,000$522,000$6,832,000
Payroll Taxes$5,278,000$874,000$372,000$6,524,000
Travel$3,508,000$253,000$202,000$3,963,000
All Other Expenses$2,067,000$588,900$54,000$2,709,900
Fees for Services Legal-$1,257,000-$1,257,000
Insurance$852,000$150,000-$1,002,000
Conferences and Meetings$785,000$72,000$77,000$934,000
Grants to Domestic Orgs$632,000--$632,000
Foreign Grants$523,000--$523,000
Fees for Service Investment Mgmnt Fees-$436,000-$436,000
Fees for Services Accounting-$424,000-$424,000
Comp Disqual Persons-$172,000-$172,000
Advertising$44,000$10,000-$54,000
Fees for Services Lobbying-$24,100-$24,100
Fees for Services Professional Fundraising--$2,000$2,000
Other Expenses$2,726,000$-2,252,000-$-2,252,000
Total Functional Expenses$218,680,000$29,220,000$7,687,000$255,587,000

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$255,587,000
Total Expenses per Audited Statements$252,612,000
Expenses per Audited Statements$252,514,000
Expenses Not Reported on Financial Statements$3,073,000
Expenses Not Reported on Form 990$98,000
Other Expense Adjustments$-3,879,000
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Town of BrunswickBrunswick, MEGOV'TContribution$492,000
Creative PortlandPortland, ME501(c)(3)Contribution$25,000
Brunswick Downtown AssociationBrunswick, ME501(c)(3)Contribution$20,400
Town of HarpswellHarpswell, MEGOV'TContribution$20,000
United Way of Mid Coast MaineBath, ME501(c)(3)Contribution$7,500

International Summary

Offices
1
Employees
8
Spending
$1,205,563,000

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 CaribbeanInvestmentsSee Part V--$1,127,871,000
Sub-saharan AfricaInvestmentsScientific Station--$53,101,000
Europe (including Iceland and Greenland)InvestmentsSee Part V--$23,779,000
Europe (including Iceland and Greenland)GrantmakingSee Part V18$523,000
North AmericaProgram ServicesSee Part V--$144,000
Europe (including Iceland and Greenland)Program ServicesSee Part V--$111,000
East Asia and the PacificProgram ServicesSee Part V--$10,000
South AmericaProgram Services---$7,000
Central America and the CaribbeanProgram Services---$7,000
North AmericaProgram ServicesSee Part V--$5,000
Middle East and North AfricaProgram Services---$4,000
Russia and the Newly Independent StatesProgram Services---$1,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$64,000
Fundraising Gross Income$43,000
Professional Fundraising Fees$2,000

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$143,000$43,000$1,000$42,000
Total Events$143,000$43,000$64,000$-21,000
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$159,000
-OFFICER: M. ORLANDOCompensationNo$13,000

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$255,850,000
LIABILITY: POST-RETIREMENT BENEFITS$17,633,000
Liability for Pv of Life Income$12,540,000
Operating/financing Lease Liab$11,694,000
Deferred Tax Liability$10,100,000
Fair Value of Interest Rate Swap$4,017,000
Excise Tax Liability$2,640,000
Asset Retirement Obligation$1,492,000

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$1,000,000$409,145

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
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 themselves 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
2023-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Clayton Rose
Formed
1794
Legal Domicile
Me
Voting Board Members
43
Independent Board Members
42
Employees
2,633
Volunteers
2,012

Preparer

Firm
Kpmg Llp
Address
60 SOUTH STREET TWO FINANCIAL, CENTER, BOSTON, MA 02111
Preparer
Tara Kenney
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. The full text of the college's mission statement is available on the organization's website at www.bowdoin.edu/about/mission/index.html.”

FORM 990, PART XI, LINE 9:

“Net unrealized gain on interest rate swap 3,250,000. Postretirement-related changes other than net periodic cost 2,468,000. Net change in annuity and life income funds -9,000. Loss on asset retirement obligation -37,000. Uncollectible pledges -276,000.”

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 $26,000 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 2022 were as follows: financial aid 48.6%; faculty compensation, academic programs and research 21.9%; general operations 18.3%; library and museum program support 6.7%.”

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 3,250,000. Postretirement-related changes other than net periodic cost 2,468,000. Net change in annuity and life income funds -9,000. Loss on asset retirement obligation -37,000. Uncollectible pledges -276,000.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Deferred & excise tax liabilities -3,879,000. Rental direct expenses -34,000. Fundraising activities direct expenses -64,000.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental direct expenses 34,000. Fundraising activities direct expenses 64,000.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Deferred & excise tax liabilities -3,879,000.”

Raw XML AppendixShowing 400 of 1,905 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm36ROBERT T FRIEDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm37BERTRAND GARCIA-MORENO
IRS990/Form990PartVIISectionAGrp/PersonNm38SHELLEY A HEARNE
IRS990/Form990PartVIISectionAGrp/PersonNm39TASHA VANDERLINDE IRVING
IRS990/Form990PartVIISectionAGrp/PersonNm40TYREE P JONES JR
IRS990/Form990PartVIISectionAGrp/PersonNm41ANN HAMBELTON KENYON
IRS990/Form990PartVIISectionAGrp/PersonNm42GEORGE A KHALDUN
IRS990/Form990PartVIISectionAGrp/PersonNm43HOLLY E MALONEY
IRS990/Form990PartVIISectionAGrp/PersonNm44JOSEPH V MCDEVITT JR
IRS990/Form990PartVIISectionAGrp/PersonNm45JOHN F MCQUILLAN JR
IRS990/Form990PartVIISectionAGrp/PersonNm46DAVID A MORALES
IRS990/Form990PartVIISectionAGrp/PersonNm47SCOTT B PERPER
IRS990/Form990PartVIISectionAGrp/PersonNm48JANE L PINCHIN
IRS990/Form990PartVIISectionAGrp/PersonNm49MARY HOGAN PREUSSE
IRS990/Form990PartVIISectionAGrp/PersonNm50KIMBERLY FOSTER PRICE
IRS990/Form990PartVIISectionAGrp/PersonNm51ALISON E RUNDLETT
IRS990/Form990PartVIISectionAGrp/PersonNm52JOAN BENOIT SAMUELSON
IRS990/Form990PartVIISectionAGrp/PersonNm53PHILIP W SCHILLER
IRS990/Form990PartVIISectionAGrp/PersonNm54ANDREW E SERWER
IRS990/Form990PartVIISectionAGrp/PersonNm55DIANA L SPAGNUOLO
IRS990/Form990PartVIISectionAGrp/PersonNm56JAMES E STALEY
IRS990/Form990PartVIISectionAGrp/PersonNm57R STEWART STRAWBRIDGE
IRS990/Form990PartVIISectionAGrp/PersonNm58JOHN K L THORNDIKE
IRS990/Form990PartVIISectionAGrp/PersonNm59KAREN N WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm60PAULA M WARDYNSKI

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,102,956,000
Liabilities
$436,812,000
Net assets
$2,666,144,000
Revenue
$411,778,000
Expenses
$255,587,000
Net income
$156,191,000
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
2022Detailed filing. Detailed filing data is available for this year.$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