Civic Intelligence

Worcester Polytechnic Institute

990T • Fiscal year 2023 • EIN 04-2121659

Jul 01, 2022 to Jun 30, 2023 • Filed on May 10, 2024

100 Institute RoadWorcester, MA 01609

(508) 831-5000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5B$1.0B$500M$0Assets 2010: $663,586,114Liabilities 2010: $263,371,447Net Assets 2010: $400,214,6672010Assets 2011: $740,959,033Liabilities 2011: $263,980,885Net Assets 2011: $476,978,1482011Assets 2012: $745,923,526Liabilities 2012: $274,385,674Net Assets 2012: $471,537,8522012Assets 2013: $818,579,977Liabilities 2013: $308,352,501Net Assets 2013: $510,227,4762013Assets 2014: $863,535,367Liabilities 2014: $300,786,517Net Assets 2014: $562,748,8502014Assets 2015: $872,836,583Liabilities 2015: $305,954,138Net Assets 2015: $566,882,4452015Assets 2016: $955,819,974Liabilities 2016: $357,663,356Net Assets 2016: $598,156,6182016Assets 2017: $986,537,071Liabilities 2017: $343,872,190Net Assets 2017: $642,664,8812017Assets 2018: $1,017,130,657Liabilities 2018: $356,004,711Net Assets 2018: $661,125,9462018Assets 2019: $1,024,893,080Liabilities 2019: $352,172,452Net Assets 2019: $672,720,6282019Assets 2020: $1,164,375,963Liabilities 2020: $512,554,819Net Assets 2020: $651,821,1442020Assets 2021: $1,309,104,658Liabilities 2021: $505,144,441Net Assets 2021: $803,960,2172021Assets 2022: $1,250,809,748Liabilities 2022: $485,190,259Net Assets 2022: $765,619,4892022Assets 2023: $1,319,474,615Liabilities 2023: $520,187,087Net Assets 2023: $799,287,5282023Assets 2024: $1,348,178,551Liabilities 2024: $497,992,535Net Assets 2024: $850,186,0162024

Latest loaded filing

2024

Assets$1,348,178,551
Liabilities$497,992,535
Net Assets$850,186,016

Operations Trend

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

$600M$400M$200M$0-$200MExpenses 2010: $210,611,1202010Revenue 2011: $231,680,126Expenses 2011: $223,893,119Net Income 2011: $7,787,0072011Expenses 2012: $239,390,6212012Revenue 2013: $263,984,562Expenses 2013: $265,900,247Net Income 2013: -$1,915,6852013Revenue 2014: $277,952,974Expenses 2014: $282,285,181Net Income 2014: -$4,332,2072014Revenue 2015: $312,044,157Expenses 2015: $307,534,991Net Income 2015: $4,509,1662015Revenue 2016: $356,507,124Expenses 2016: $316,692,625Net Income 2016: $39,814,4992016Revenue 2017: $325,896,331Expenses 2017: $329,405,198Net Income 2017: -$3,508,8672017Revenue 2018: $328,612,535Expenses 2018: $340,939,297Net Income 2018: -$12,326,7622018Revenue 2019: $374,112,282Expenses 2019: $378,667,852Net Income 2019: -$4,555,5702019Revenue 2020: $384,496,935Expenses 2020: $390,932,284Net Income 2020: -$6,435,3492020Revenue 2021: $398,152,961Expenses 2021: $398,514,619Net Income 2021: -$361,6582021Revenue 2022: $444,871,646Expenses 2022: $445,496,296Net Income 2022: -$624,6502022Revenue 2023: $462,672,181Expenses 2023: $483,023,410Net Income 2023: -$20,351,2292023Revenue 2024: $490,769,899Expenses 2024: $505,318,915Net Income 2024: -$14,549,0162024

Latest loaded filing

2024

Revenue$490,769,899
Expenses$505,318,915
Net Income-$14,549,016
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 10, 2024
Return Version
2022v7.0
Mission and Program Overview

Mission

The university educates talented men and women in engineering, science, management, and humanities in preparation for careers of professional practice, civic contribution, and leadership, facilitated by active lifelong learning. (cont. On sch o)

Filing and Contact Details

Filer

Filer Name
Worcester Polytechnic Institute
EIN
04-2121659
Phone
5088315000
Address
100 INSTITUTE ROAD, WORCESTER, MA 01609

Signing Officer

Name
Michael Horan
Title
Executive VP & CFO
Phone
5088315000
Signed
2024-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton Llp
Address
75 STATE ST 13TH FLOOR, BOSTON, MA 02109
Preparer
Erin Couture
Phone
6177237900
Raw XML Appendix147 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
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IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt01987
IRS1120ScheduleD/Form4797GainOrLossAmt0817745
IRS1120ScheduleD/NetCapitalGainAmt01030040
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt01030040
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt01987
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0212295
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt0212295
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt01987
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt01987
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd0VARIOUS
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0212295
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt0212295
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0LT CAPITAL GAINS FROM LPS
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0212295
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt0212295
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd0VARIOUS
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt01987
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt01987
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0ST CAPITAL GAINS FROM LPS
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt01987
IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt01987
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt04174544
IRS990T/BooksInCareOfDetail/PersonNm0MICHAEL HORAN
IRS990T/BooksInCareOfDetail/PhoneNum05088315000
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 INSTITUTE ROAD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0WORCESTER
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd001609
IRS990T/BookValueAssetsEOYAmt01319474615
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
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IRS990T/ForeignTrustQuestionInd00
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IRS990T/NetOperatingLossDeductionAmt02102514
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IRS990T/Organization501IndicatorGrp/Organization501Ind0X
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IRS990TScheduleA/CapitalGainNetIncomeAmt01032027
IRS990TScheduleA/DepletionAmt0173394
IRS990TScheduleA/GrossProfitAmt0155428
IRS990TScheduleA/GrossReceiptsOrSalesAmt0155428
IRS990TScheduleA/InterestDeductionAmt081597
IRS990TScheduleA/NetGrossReceiptsOrSalesAmt0155428
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt10
IRS990TScheduleA/OtherDeductionsAmt0224944
IRS990TScheduleA/OtherDeductionsAmt141728
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/PrincipalBusinessActivityCd1720000
IRS990TScheduleA/SalariesAndWagesAmt015000
IRS990TScheduleA/SalariesAndWagesAmt172878
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
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IRS990TScheduleA/TaxesAndLicensesAmt01380
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt10
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalDeductionsAmt0496315
IRS990TScheduleA/TotalDeductionsAmt1114606
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt01525980
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt02558007
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IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0ENDOWMENT INVESTMENT INCOME
IRS990TScheduleA/TradeOrBusinessDesc1SUMMER CAMPS
IRS990TScheduleA/UBIBeforeNOLDedAmt02061692
IRS990TScheduleA/UBIBeforeNOLDedAmt140822
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt02061692
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt140822
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt02102514
IRS990T/TotalUBTIComputedAmt02102514
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL HORAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE VP & CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum05088315000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-10
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ReturnHeader/Filer/BusinessNameControlTxt0WORC
ReturnHeader/Filer/EIN0042121659
ReturnHeader/Filer/PhoneNum05088315000
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 INSTITUTE ROAD
ReturnHeader/Filer/USAddress/CityNm0WORCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001609
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0366055558
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
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ReturnHeader/PreparerPersonGrp/PhoneNum06177237900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIN COUTURE
ReturnHeader/ReturnTs02024-05-10T11:30:23-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1,348$498$850$491$505$14.5
2023Detailed filing. Detailed filing data is available for this year.$1,319$520$799$463$483$20.4
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,251$485$766$445$445$0.62
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,309$505$804$398$399$0.36
2020Detailed filing. Detailed filing data is available for this year.$1,164$513$652$384$391$6.44
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,025$352$673$374$379$4.56
2018Detailed filing. Detailed filing data is available for this year.$1,017$356$661$329$341$12.3
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$987$344$643$326$329$3.51
2016Detailed filing. Detailed filing data is available for this year.$956$358$598$357$317$39.8
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$873$306$567$312$308$4.51
2014Detailed filing. Detailed filing data is available for this year.$864$301$563$278$282$4.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$819$308$510$264$266$1.92
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$746$274$472$239
2011Summary only. Only limited summary data is available for this year.$741$264$477$232$224$7.79
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$664$263$400$211