Liabilities / Assets
26th percentile
Higher debt load relative to assets than 26% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.14x
Liabilities / Revenue
76th percentile
Higher debt load relative to revenue than 76% of similar nonprofits.
Net Margin
86th percentile
Higher net margin than 86% of similar nonprofits.
Top Officer Pay
50th percentile
Higher top officer pay than 50% of similar nonprofits.
Top officer pay equals 0.5% of source-year revenue.
Asset Growth
16th percentile
Faster asset growth than 16% of similar nonprofits.
Revenue Growth
17th percentile
Faster revenue growth than 17% of similar nonprofits.
Balance Sheet
Assets
Down$3,048,898,000
Down $54,058,000 (-1.7%) from 2022
Net Assets
Down$2,619,094,000
Down $47,050,000 (-1.8%) from 2022
Liabilities
Down$429,804,000
Down $7,008,000 (-1.6%) from 2022
Revenue And Expenses
Revenue
Down$355,248,000
Down $56,530,000 (-14%) from 2022
Expenses
Up$275,375,000
Up $19,788,000 (+7.7%) from 2022
Net Income
Down$79,873,000
Down $76,318,000 (-49%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2022 to Jun 30, 2023
- Signed
- May 10, 2024
- Return Version
- 2022v5.0
- Gross Receipts
- $620,496,000
Mission and Program Overview
Mission
*SEE SCHEDULE O*
Four-year private undergraduate liberal arts college. See schedule o
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments Other Securities | $2,435,387,000 | $2,379,518,000 | ▼ $55,869,000 |
| Land, Buildings, and Equipment, Net | $343,741,000 | $362,816,000 | ▲ $19,075,000 |
| Savings and Temporary Cash Investments | $120,445,000 | $115,150,000 | ▼ $5,295,000 |
| Investments in Publicly Traded Securities | $113,961,000 | $101,913,000 | ▼ $12,048,000 |
| Pledges and Grants Receivable | $52,463,000 | $50,116,000 | ▼ $2,347,000 |
| Prepaid Expenses and Deferred Charges | $5,258,000 | $5,494,000 | ▲ $236,000 |
| Accounts Receivable | $2,096,000 | $3,554,000 | ▲ $1,458,000 |
| Inventories for Sale or Use | $1,639,000 | $1,623,000 | ▼ $16,000 |
| Other Notes and Loans Receivable, Net | $1,090,000 | $796,000 | ▼ $294,000 |
| 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 | $3,102,956,000 | $3,048,898,000 | ▼ $54,058,000 |
| Other Assets Total | $26,876,000 | $27,918,000 | ▲ $1,042,000 |
| Liabilities | |||
| Other Liabilities | $315,966,000 | $314,900,000 | ▼ $1,066,000 |
| Tax Exempt Bond Liabilities | $85,493,000 | $84,597,000 | ▼ $896,000 |
| Accounts Payable and Accrued Expenses | $25,906,000 | $25,747,000 | ▼ $159,000 |
| Mortgage Notes Payable Secured by Investment Property | $7,500,000 | $3,000,000 | ▼ $4,500,000 |
| Deferred Revenue | $1,202,000 | $1,169,000 | ▼ $33,000 |
| Grants Payable | $719,000 | $366,000 | ▼ $353,000 |
| Escrow Account Liability | $26,000 | $25,000 | ▼ $1,000 |
| Unsecured Notes Loans Payable | $0 | $0 | → $0 |
| Total Liabilities | $436,812,000 | $429,804,000 | ▼ $7,008,000 |
| Net Assets / Fund Balance | |||
| Net Assets With Donor Restrictions | $2,365,417,000 | $2,310,949,000 | ▼ $54,468,000 |
| Net Assets Without Donor Restrictions | $300,727,000 | $308,145,000 | ▲ $7,418,000 |
| Total Net Assets Fund Balance | $2,666,144,000 | $2,619,094,000 | ▼ $47,050,000 |
| Total Liabilities and Net Assets / Fund Balance | $3,102,956,000 | $3,048,898,000 | ▼ $54,058,000 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $318,557,000 | $178,967,000 | $497,524,000 |
| Equipment | $6,041,000 | $44,492,000 | $50,533,000 |
| Other Land Buildings | $27,268,000 | $13,392,000 | $40,660,000 |
| Land | $7,515,000 | - | $7,515,000 |
| Leasehold Improvements | $3,435,000 | $2,962,000 | $6,397,000 |
| Other Securities | $1,143,640,000 | - | - |
Endowment Activity
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2023 | $2,472,818,000 | $39,479,000 | ▲ $13,066,000 | $50,468,000 | $2,422,201,000 |
| 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 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| K Niles Bryant | SVP/chief Investments Officer | FT | $601,850 | $1,272,334 | $1,874,184 |
| Boris Raykin | Director of Investments | FT | $458,438 | $510,643 | $969,081 |
| Page Machlin | Director of Investments | FT | $375,000 | $494,426 | $869,426 |
| Clayton Rose | President | FT | $569,682 | $211,308 | $780,990 |
| Matthew Orlando | SVP Finance & Admin/treasurer | FT | $387,004 | $115,730 | $502,734 |
| Jennifer Scanlon | SVP/dean for Academic Affairs | FT | $342,766 | $136,773 | $479,539 |
| Stephanie Frost | SVP for Development & Ar | FT | $377,390 | $101,812 | $479,202 |
| Ashley Labreck | Endowment Chief Op Officer | FT | $190,664 | $255,836 | $446,500 |
| Michael Cato | SVP/chief Information Officer | FT | $311,107 | $110,494 | $421,601 |
| Janet Lohmann | SVP/dean for Student Affairs | FT | $282,436 | $120,961 | $403,397 |
| Michael Archibald | VP for Development & Ar | FT | $294,792 | $73,379 | $368,171 |
| Scott Hood | SVP for Comm & Public Affairs | FT | $259,138 | $90,933 | $350,071 |
| Ann Ostwald | Assoc Dean for Acad Admin | FT | $91,719 | $243,240 | $334,959 |
| Claudia Marroquin | SVP/dean Admissions & St. Aid | FT | $254,412 | $78,544 | $332,956 |
| Elizabeth Orlic | SVP/special Asst to the Pres | FT | $237,744 | $95,025 | $332,769 |
| Elizabeth Mccormack | Frmr SVP for Academic Affairs | FT | $258,602 | $66,539 | $325,141 |
| Benje Douglas | SVP for Inclusion & Diversity | FT | $195,130 | $58,374 | $253,504 |
| Scott Meiklejohn | Frmr SVP for Development & Ar | FT | $148,526 | $86,048 | $234,574 |
| Christina Finneran | SVP/institutional Research | FT | $159,417 | $73,702 | $233,119 |
| Michael Reed | Frmr SVP Inclusion & Diversity | FT | $208,978 | $208,978 | $208,978 |
Board Members and Trustees
| Name | Title |
|---|---|
| Scott B Perper | Chair |
| Sydney Asbury | Vice Chair |
| Alison E Rundlett | Trustee |
| Andrew E Serwer | Trustee |
| Ann Hambelton Kenyon | Trustee |
| Arthur E Black | Trustee |
| Bertrand Garcia-moreno | Trustee |
| David G Brown | Trustee |
| David P Wheeler | Trustee |
| Diana L Spagnuolo | Trustee |
| Ellen L P Chan | Trustee |
| George a Khaldun | Trustee |
| Holly E Maloney | Trustee |
| Jane L Pinchin | Trustee |
| Jeff D Emerson | Trustee |
| Jennifer Goldsmith Adams | Trustee |
| Joan Benoit Samuelson | Trustee |
| John F Mcquillan Jr | Trustee |
| John K L Thorndike | Trustee |
| Joseph Adu | Trustee |
| Joseph V Mcdevitt Jr | Trustee |
| Julia L Davidson | Trustee |
| Karen N Walker | Trustee |
| Kathryn Roche Hope | Trustee |
| Katie R Benner | Trustee |
| Kayla D Baker | Trustee |
| Kimberly Foster Price | Trustee |
| Mary Hogan Preusse | Trustee |
| Michele G Cyr | Trustee |
| Mitchell S Zuklie | Trustee |
| Paula M Wardynski | Trustee |
| Peter J Bernard | Trustee |
| Philip W Schiller | Trustee |
| R Stewart Strawbridge | Trustee |
| Robert T Friedman | Trustee |
| Ronald C Brady | Trustee |
| Russell C Crandall | Trustee |
| Shelley a Hearne | Trustee |
| Tasha Vanderlinde Irving | Trustee |
| Tejus Ajmera | Trustee |
| Tyree P Jones Jr | Trustee |
| William S Anderson | Trustee |
Highest Paid Contractors
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Consigli Construction Co INC | Const. Services | 72 SUMNER STREET, Milford, MA 01757 | $9,385,503 |
| Incline Alchemy INC | Software Services | PO BOX 1058 160 ALAMO PLAZA, Alamo, CA 94507 | $1,303,360 |
| Hga | Architect/engineer | SDS 12-1861 PO BOX 86, Minneapolis, MN 55486 | $1,186,475 |
| Cigna | Benefits Admin Fees | PO BOX 644546, Pittsburgh, PA 15264 | $991,827 |
| Ebsco Information Services | Library Services | PO BOX 830625, Birmingham, AL 35283 | $856,980 |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $59,085,000
- Program Service Revenue
- $149,509,000
- Investment Income
- $145,388,000
- Other Revenue
- $1,266,000
- All Other Contributions
- $49,185,000
- Change in Net Assets
- $79,873,000
Noncash Contribution Practices
- Property subject to holding requirements
- No
- Reviewed unusual noncash gifts
- Yes
- Third parties used for noncash contributions
- No
Noncash Contributions
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Securities Publicly Traded | 196 | $3,068,000 | See Part Ii |
| Total Noncash Contributions | 196 | $3,068,000 | - |
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $346,916,000
- Revenue Not Reported on Financial Statements
- $8,332,000
- Revenue Not Reported on Form 990
- $-126,923,000
- Other Revenue Adjustments
- $-1,930,000
- Total Revenue per Audited Statements
- $219,993,000
- Total Revenue per Form 990
- $355,248,000
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $131,370,000 |
| Other Expenses | $86,294,000 |
| Grants and Similar Amounts Paid | $57,711,000 |
| Total Fundraising Expense | $8,572,000 |
| Professional Fundraising Fees | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $76,805,000 | $12,175,000 | $4,843,000 | $93,823,000 |
| Grants to Domestic Individuals | $56,601,000 | - | - | $56,601,000 |
| Depreciation Depletion | $16,600,000 | $1,060,000 | - | $17,660,000 |
| Other Employee Benefits | $11,808,000 | $1,478,000 | $750,000 | $14,036,000 |
| Interest | $13,151,000 | $839,000 | - | $13,990,000 |
| Pension Plan Contributions | $7,760,000 | $1,155,000 | $520,000 | $9,435,000 |
| Fees for Services Other | $5,474,000 | $1,764,000 | $338,000 | $7,576,000 |
| Occupancy | $5,933,000 | $1,504,000 | - | $7,437,000 |
| Current Officers, Directors, Trustees, and Key Employees | $2,777,000 | $3,530,000 | $646,000 | $6,953,000 |
| Payroll Taxes | $5,609,000 | $938,000 | $394,000 | $6,941,000 |
| Information Technology | $4,411,000 | $2,210,000 | - | $6,621,000 |
| Office Expenses | $4,762,000 | $1,106,000 | $557,000 | $6,425,000 |
| Travel | $4,621,000 | $583,000 | $296,000 | $5,500,000 |
| All Other Expenses | $954,000 | $1,726,100 | $39,000 | $2,719,100 |
| Other Expenses | $1,358,000 | $125,000 | $9,000 | $1,492,000 |
| Conferences and Meetings | $1,039,000 | $119,000 | $180,000 | $1,338,000 |
| Insurance | $949,000 | $154,000 | - | $1,103,000 |
| Fees for Services Legal | - | $1,038,000 | - | $1,038,000 |
| Grants to Domestic Orgs | $679,000 | - | - | $679,000 |
| Fees for Services Accounting | - | $564,000 | - | $564,000 |
| Foreign Grants | $431,000 | - | - | $431,000 |
| Fees for Service Investment Mgmnt Fees | - | $428,000 | - | $428,000 |
| Comp Disqual Persons | - | $182,000 | - | $182,000 |
| Advertising | $28,000 | $107,000 | - | $135,000 |
| Fees for Services Lobbying | - | $23,900 | - | $23,900 |
| Total Functional Expenses | $233,800,000 | $33,003,000 | $8,572,000 | $275,375,000 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $275,375,000 |
| Expenses per Audited Statements | $267,043,000 |
| Total Expenses per Audited Statements | $267,043,000 |
| Expenses Not Reported on Financial Statements | $8,332,000 |
| Expenses Not Reported on Form 990 | $0 |
| Other Expense Adjustments | $-1,930,000 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Town of Brunswick | Brunswick, ME | GOV'T | Contribution | $485,780 |
| First Parish Church | Brunswick, ME | 501(c)(3) | Contribution | $50,000 |
| Brunswick Downtown Association | Brunswick, ME | 501(c)(3) | Contribution | $25,450 |
| Town of Harpswell | Harpswell, ME | GOV'T | Contribution | $20,600 |
| United Way of Mid Coast Maine | Bath, ME | 501(c)(3) | Contribution | $10,500 |
| Six Rivers Youth Sports Inc | Topsham, ME | 501(c)(3) | Contribution | $10,000 |
| Smithsonian Institution | Washington, DC | 501(c)(3) | Contribution | $10,000 |
International Summary
- Offices
- 1
- Employees
- 22
- Spending
- $1,134,113,000
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
| Region | Activity | Services | Offices | Employees | Spending |
|---|---|---|---|---|---|
| Central America and the Caribbean | Investments | See Part V | - | - | $1,058,198,000 |
| Sub-saharan Africa | Investments | See Part V | - | - | $49,370,000 |
| Europe (including Iceland and Greenland) | Investments | Student Recruitment | - | - | $25,623,000 |
| Europe (including Iceland and Greenland) | Grantmaking | See Part V | 1 | 22 | $431,000 |
| North America | Program Services | See Part V | - | - | $223,000 |
| Europe (including Iceland and Greenland) | Program Services | Scientific Station | - | - | $128,000 |
| North America | Program Services | Student Recruitment | - | - | $66,000 |
| East Asia and the Pacific | Program Services | Student Recruitment | - | - | $18,000 |
| South Asia | Investments | - | - | - | $13,000 |
| Europe (including Iceland and Greenland) | Program Services | See Part V | - | - | $9,000 |
| East Asia and the Pacific | Investments | - | - | - | $7,000 |
| Sub-saharan Africa | Program Services | - | - | - | $6,000 |
| South America | Program Services | See Part V | - | - | $6,000 |
| Europe (including Iceland and Greenland) | Fundraising | - | - | - | $4,000 |
| Central America and the Caribbean | Program Services | - | - | - | $4,000 |
| South America | Program Services | - | - | - | $2,000 |
| South Asia | Program Services | - | - | - | $2,000 |
| North America | Fundraising | - | - | - | $2,000 |
| North America | Program Services | See Part V | - | - | $1,000 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- Yes
- Subject to proxy tax
- No
Insider Transactions and Loans
Interested-Person Transactions
| Interested Party | Relationship | Description | Shared Revenue | Amount |
|---|---|---|---|---|
| - | KEY EMP: S. HOOD | Compensation | No | $165,000 |
| - | OFFICER: M. ORLANDO | Compensation | No | $17,000 |
Loans and Receivables
| Line Item | Beginning | End | Change |
|---|---|---|---|
| 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
| Liability | Amount |
|---|---|
| Taxable Bond Liabilities | $255,906,000 |
| LIABILITY: POST-RETIREMENT BENEFITS | $18,607,000 |
| Operating/financing Lease Liab | $12,673,000 |
| Liability for Pv of Life Income | $12,566,000 |
| Deferred Tax Liability | $10,000,000 |
| Fair Value of Interest Rate Swap | $2,768,000 |
| Asset Retirement Obligation | $1,570,000 |
| Excise Tax Liability | $810,000 |
Bond Issues
| Bond | Issuer | Issued | Issue Price | Purpose |
|---|---|---|---|---|
| B | Maine Hhefa | 2017-12-28 | $35,978,713 | ADVANCE REFUNDING |
| C | Maine Hhefa | 2018-11-29 | $32,389,091 | CONSTRUCTION |
| A | Maine Hhefa | 2017-04-03 | $20,700,000 | REISSUE-2008 BOND |
Bond Proceeds
| Bond | Total Proceeds | Spent | Retired | Issuance Costs |
|---|---|---|---|---|
| B | $35,978,713 | $35,569,568 | - | $386,973 |
| C | $33,121,980 | - | - | - |
| A | $20,700,000 | $20,700,000 | $1,530,000 | $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 https://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
- 2024-05-10
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Safa Zaki
- Formed
- 1794
- Legal Domicile
- Me
- Voting Board Members
- 43
- Independent Board Members
- 42
- Employees
- 3,012
- Volunteers
- 1,740
Preparer
- Firm
- Kpmg Llp
- Address
- 60 SOUTH STREET TWO FINANCIAL, CENTER, BOSTON, MA 02111
- Preparer
- Kavita Gada
- 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 https://www.bowdoin.edu/about/mission/index.html.”
FORM 990, PART XI, LINE 9:
“Net unrealized gain on interest rate swap 1,249,000. Postretirement-related changes other than net periodic cost -1,422,000. Net change in annuity and life income funds 1,251,000. Loss on asset retirement obligation -73,000. Uncollectible pledges -882,000.”
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 $25,000 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 2023 were as follows: financial aid 47.1%; faculty compensation, academic programs and research 23.8%; general operations 17.7%; library and museum program support 5.8%.”
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 1,249,000. Postretirement-related changes other than net periodic cost -1,422,000. Net change in annuity and life income funds 1,251,000. Loss on asset retirement obligation -73,000. Uncollectible pledges -882,000.”
PART XI, LINE 4B - OTHER ADJUSTMENTS:
“Deferred & excise tax liabilities -1,930,000.”
PART XII, LINE 4B - OTHER ADJUSTMENTS:
“Deferred & excise tax liabilities -1,930,000.”
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| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 2096000 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 3554000 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | FOUR-YEAR PRIVATE UNDERGRADUATE LIBERAL ARTS COLLEGE. SEE SCHEDULE O |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 107000 |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 28000 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 135000 |
| IRS990/AllOtherContributionsAmt | 0 | 49185000 |
| IRS990/AllOtherExpensesGrp/FundraisingAmt | 0 | 39000 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 1726100 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 954000 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 2719100 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | REBECCA COREY |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2077215078 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 5400 COLLEGE STATION |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | BRUNSWICK |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | ME |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 040118445 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 1 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 66 |
| IRS990/CollectionsOfArtInd | 0 | 1 |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 646000 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 3530000 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 2777000 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 6953000 |
| IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt | 0 | 182000 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 182000 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 180000 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 119000 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 1039000 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 1338000 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 9385503 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 1303360 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 1186475 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 3 | 991827 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 4 | 856980 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 72 SUMNER STREET |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | PO BOX 1058 160 ALAMO PLAZA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | SDS 12-1861 PO BOX 86 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 3 | PO BOX 644546 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 4 | PO BOX 830625 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | MILFORD |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | ALAMO |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | MINNEAPOLIS |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 3 | PITTSBURGH |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 4 | BIRMINGHAM |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 2 | MN |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 3 | PA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 4 | AL |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 01757 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 94507 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 55486 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 3 | 15264 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 4 | 35283 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | CONSIGLI CONSTRUCTION CO INC |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | INCLINE ALCHEMY INC |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 2 | HGA |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 3 | CIGNA |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 4 | EBSCO INFORMATION SERVICES |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | CONST. SERVICES |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | SOFTWARE SERVICES |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | ARCHITECT/ENGINEER |
| IRS990/ContractorCompensationGrp/ServicesDesc | 3 | BENEFITS ADMIN FEES |
| IRS990/ContractorCompensationGrp/ServicesDesc | 4 | LIBRARY SERVICES |
| IRS990/CreditCounselingInd | 0 | 1 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 59085000 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 57711000 |
| IRS990/CYInvestmentIncomeAmt | 0 | 145388000 |
| IRS990/CYOtherExpensesAmt | 0 | 86294000 |
| IRS990/CYOtherRevenueAmt | 0 | 1266000 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 149509000 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 79873000 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 131370000 |
| IRS990/CYTotalExpensesAmt | 0 | 275375000 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 8572000 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 355248000 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 1 |
| IRS990/DeductibleNonCashContriInd | 0 | 1 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 1202000 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 1169000 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 1060000 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 16600000 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 17660000 |
| IRS990/Desc | 0 | DURING FISCAL YEAR 2023, BOWDOIN ENROLLED 1,852 FULL-TIME EQUIVALENT (FTE) STUDENTS, NOT INCLUDING 125 FTE STUDENTS WHO STUDIED OFF CAMPUS; 95% COMPLETE THE DEGREE WITHIN FIVE YEARS; THE STUDENT/FACULTY RATIO IS 9:1; 98% OF FACULTY HAS A PH.D. OR EQUIVALENT. AS OF JUNE 2023, 42,950 STUDENTS HAVE MATRICULATED AT BOWDOIN COLLEGE, AND 34,888 DEGREES IN ACADEMIC PROGRAMS HAVE BEEN AWARDED. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 1 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 2365417000 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 2310949000 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 1 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 3012 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/EscrowAccountInd | 0 | 1 |
| IRS990/EscrowAccountLiabilityGrp/BOYAmt | 0 | 26000 |
| IRS990/EscrowAccountLiabilityGrp/EOYAmt | 0 | 25000 |
| IRS990/ExpenseAmt | 0 | 233800000 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditPerformedInd | 0 | 1 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 1 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 564000 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 564000 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 1038000 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 1038000 |
| IRS990/FeesForServicesLobbyingGrp/ManagementAndGeneralAmt | 0 | 23900 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 23900 |
| IRS990/FeesForServicesOtherGrp/FundraisingAmt | 0 | 338000 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 1764000 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 5474000 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 7576000 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 428000 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 428000 |
| IRS990/ForeignActivitiesInd | 0 | 1 |
| IRS990/ForeignCountryCd | 0 | UK |
| IRS990/ForeignFinancialAccountInd | 0 | 1 |
| IRS990/ForeignGrantsGrp/ProgramServicesAmt | 0 | 431000 |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 431000 |
| IRS990/ForeignOfficeInd | 0 | 1 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 8.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 8.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 17 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 18 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 19 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 20 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 21 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 22 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 23 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 24 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 25 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 26 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 27 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 28 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 29 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 30 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 31 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 32 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 33 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 34 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 35 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 36 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 37 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 38 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 39 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 40 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 41 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 42 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 43 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 44 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 45 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 46 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 47 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 48 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 49 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 50 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 51 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 52 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 53 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 54 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 55 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 56 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 57 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 58 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 59 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 60 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 61 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 16 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 17 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 18 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 19 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 20 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 21 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 22 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 23 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 24 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 25 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 26 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 27 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 28 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 29 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 30 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 31 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 32 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 33 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 34 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 35 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 36 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 37 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 38 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 39 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 40 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 41 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 42 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 104562 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 20 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 21 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 22 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 23 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 24 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 25 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 26 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 27 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 28 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 29 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 30 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 31 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 32 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 33 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 34 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 35 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 36 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 37 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 38 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 39 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 40 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 41 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 42 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 43 | 98300 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 44 | 98457 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 45 | 62605 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 46 | 76119 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 47 | 102842 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 48 | 82253 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 49 | 49739 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 50 | 113324 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 51 | 56957 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 52 | 67637 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 53 | 69494 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 54 | 70147 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 55 | 41918 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 56 | 79652 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 57 | 43287 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 58 | 25162 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 59 | 61963 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 60 | 36838 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 61 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | SCOTT B PERPER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | SYDNEY ASBURY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | CLAYTON ROSE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | JENNIFER GOLDSMITH ADAMS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | JOSEPH ADU |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | TEJUS AJMERA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | WILLIAM S ANDERSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | KAYLA D BAKER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | KATIE R BENNER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | PETER J BERNARD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | ARTHUR E BLACK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | RONALD C BRADY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | DAVID G BROWN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | ELLEN L P CHAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | RUSSELL C CRANDALL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | MICHELE G CYR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | JULIA L DAVIDSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 17 | JEFF D EMERSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 18 | ROBERT T FRIEDMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 19 | BERTRAND GARCIA-MORENO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 20 | SHELLEY A HEARNE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 21 | KATHRYN ROCHE HOPE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 22 | TASHA VANDERLINDE IRVING |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 23 | TYREE P JONES JR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 24 | ANN HAMBELTON KENYON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 25 | GEORGE A KHALDUN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 26 | HOLLY E MALONEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 27 | JOSEPH V MCDEVITT JR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 28 | JOHN F MCQUILLAN JR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 29 | JANE L PINCHIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 30 | MARY HOGAN PREUSSE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 31 | KIMBERLY FOSTER PRICE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 32 | ALISON E RUNDLETT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 33 | JOAN BENOIT SAMUELSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 34 | PHILIP W SCHILLER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 35 | ANDREW E SERWER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 36 | DIANA L SPAGNUOLO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 37 | R STEWART STRAWBRIDGE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 38 | JOHN K L THORNDIKE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 39 | KAREN N WALKER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 40 | PAULA M WARDYNSKI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 41 | DAVID P WHEELER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 42 | MITCHELL S ZUKLIE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 43 | MATTHEW ORLANDO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 44 | MICHAEL CATO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 45 | CHRISTINA FINNERAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 46 | SCOTT HOOD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 47 | JANET LOHMANN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 48 | ELIZABETH ORLIC |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 49 | STEPHANIE FROST |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 50 | JENNIFER SCANLON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 51 | BENJE DOUGLAS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 52 | CLAUDIA MARROQUIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 53 | K NILES BRYANT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 54 | MICHAEL ARCHIBALD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 55 | BORIS RAYKIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 56 | ASHLEY LABRECK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 57 | PAGE MACHLIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 58 | ANN OSTWALD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 59 | ELIZABETH MCCORMACK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 60 | SCOTT MEIKLEJOHN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 61 | MICHAEL REED |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 676428 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
Document Assets
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Filings
Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $3,048,898,000
- Liabilities
- $429,804,000
- Net assets
- $2,619,094,000
- Revenue
- $355,248,000
- Expenses
- $275,375,000
- Net income
- $79,873,000