Civic Intelligence

Davis Educational Foundation

990 • Fiscal year 2013 • EIN 04-2864042

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 05, 2014

30 Forest Falls Drive No 5Yarmouth, ME 04096

(207) 846-9132

Siviq Scores

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

Liabilities / Assets

11th percentile

0.02x

Higher debt load relative to assets than 11% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Liabilities / Revenue

26th percentile

0.23x

Higher debt load relative to revenue than 26% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Net Margin

94th percentile

58%

Higher net margin than 94% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Top Officer Pay

4th percentile

$105,635

Higher top officer pay than 4% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Asset Growth

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$108,096,899

Up $10,991,096 (+11%) from 2012

Net Assets

Up

$105,789,965

Up $10,920,947 (+12%) from 2012

Liabilities

Up

$2,306,934

Up $70,149 (+3.1%) from 2012

Revenue

$10,051,435

No earlier filing loaded for comparison.

Expenses

Down

$4,260,605

Down $420,716 (-9.0%) from 2012

Net Income

$5,790,830

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.

$150M$100M$50M$0Assets 2010: $95,361,802Liabilities 2010: $3,039,718Net Assets 2010: $92,322,0842010Assets 2011: $88,991,767Liabilities 2011: $2,535,079Net Assets 2011: $86,456,6882011Assets 2012: $97,105,803Liabilities 2012: $2,236,785Net Assets 2012: $94,869,0182012Assets 2013: $108,096,899Liabilities 2013: $2,306,934Net Assets 2013: $105,789,9652013Assets 2014: $107,565,404Liabilities 2014: $1,901,514Net Assets 2014: $105,663,8902014Assets 2015: $99,272,458Liabilities 2015: $2,827,362Net Assets 2015: $96,445,0962015Assets 2016: $100,278,734Liabilities 2016: $3,308,012Net Assets 2016: $96,970,7222016Assets 2017: $111,237,456Liabilities 2017: $3,283,324Net Assets 2017: $107,954,1322017Assets 2018: $96,718,320Liabilities 2018: $2,287,139Net Assets 2018: $94,431,1812018Assets 2019: $111,921,358Liabilities 2019: $1,971,792Net Assets 2019: $109,949,5662019Assets 2020: $118,032,353Liabilities 2020: $2,512,843Net Assets 2020: $115,519,5102020Assets 2021: $128,309,090Liabilities 2021: $2,597,811Net Assets 2021: $125,711,2792021Assets 2022: $103,795,591Liabilities 2022: $2,126,626Net Assets 2022: $101,668,9652022Assets 2023: $118,326,807Liabilities 2023: $1,686,125Net Assets 2023: $116,640,6822023Assets 2024: $130,344,004Liabilities 2024: $2,478,559Net Assets 2024: $127,865,4452024

Highlighted filing

2013

Assets$108,096,899
Liabilities$2,306,934
Net Assets$105,789,965

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $4,403,3502010Expenses 2011: $4,519,5012011Expenses 2012: $4,681,3212012Revenue 2013: $10,051,435Expenses 2013: $4,260,605Net Income 2013: $5,790,8302013Revenue 2014: $8,631,998Expenses 2014: $3,661,612Net Income 2014: $4,970,3862014Revenue 2015: $2,725,913Expenses 2015: $5,623,966Net Income 2015: -$2,898,0532015Revenue 2016: $1,005,876Expenses 2016: $5,498,570Net Income 2016: -$4,492,6942016Revenue 2017: $4,957,114Expenses 2017: $6,118,051Net Income 2017: -$1,160,9372017Revenue 2018: $3,010,594Expenses 2018: $4,117,070Net Income 2018: -$1,106,4762018Revenue 2019: -$305,919Expenses 2019: $3,579,668Net Income 2019: -$3,885,5872019Revenue 2020: $4,067,678Expenses 2020: $7,457,806Net Income 2020: -$3,390,1282020Revenue 2021: $9,135,716Expenses 2021: $5,401,598Net Income 2021: $3,734,1182021Revenue 2022: $2,690,787Expenses 2022: $4,986,116Net Income 2022: -$2,295,3292022Revenue 2023: $3,596,754Expenses 2023: $3,273,990Net Income 2023: $322,7642023Revenue 2024: $5,154,414Expenses 2024: $4,519,063Net Income 2024: $635,3512024

Highlighted filing

2013

Revenue$10,051,435
Expenses$4,260,605
Net Income$5,790,830
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 5, 2014
Return Version
2013v3.0
Gross Receipts
$17,026,311
Mission and Program Overview

Mission

To strengthen the undergraduate programs of public and private, regionally accredited baccalaureate degree granting colleges and universities located in New England through grants.

Awards Grants

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$83,205,522$75,594,618▼ $7,610,904
Investments Other Securities$12,919,551$17,920,594▲ $5,001,043
Savings and Temporary Cash Investments$980,730$629,860▼ $350,870
Total Assets$97,105,803$108,096,899▲ $10,991,096
Other Assets Total$0$13,951,827▲ $13,951,827
Liabilities
Grants Payable$2,179,506$2,245,053▲ $65,547
Other Liabilities$32,838$33,223▲ $385
Accounts Payable and Accrued Expenses$24,441$28,658▲ $4,217
Total Liabilities$2,236,785$2,306,934▲ $70,149
Net Assets / Fund Balance
Unrestricted Net Assets$94,869,018$105,789,965▲ $10,920,947
Total Net Assets Fund Balance$94,869,018$105,789,965▲ $10,920,947
Total Liabilities and Net Assets / Fund Balance$97,105,803$108,096,899▲ $10,991,096

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$35,557--
Other Securities$17,920,594--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anne M VaillancourtExecutive DirectorPT$91,121$14,514$105,635
William S ReedChairmanPT$40,000-$40,000
Judith B WittenbergTrusteePT$25,000-$25,000
Richard W CostTrusteePT$25,000-$25,000
Sister M Therese AntoneTrusteePT$25,000-$25,000
Edward MacKayTrusteePT$21,233-$21,233

Board Members and Trustees

NameTitle
Peter K DavisTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$9,907,849
Other Revenue
$143,586
Change in Net Assets
$5,790,830

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,545,963
Revenue Not Reported on Financial Statements
$505,472
Revenue Not Reported on Form 990
$5,130,117
Other Revenue Adjustments
$143,586
Total Revenue per Audited Statements
$14,676,080
Total Revenue per Form 990
$10,051,435
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,379,414
Salaries, Compensation, and Employee Benefits$442,701
Other Expenses$438,490
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,379,414--$3,379,414
Fees for Service Investment Mgmnt Fees-$361,886-$361,886
Current Officers, Directors, Trustees, and Key Employees$136,233$105,635-$241,868
Other Salaries and Wages-$155,751-$155,751
Travel$19,559--$19,559
Payroll Taxes-$19,516-$19,516
Other Employee Benefits-$15,342-$15,342
Occupancy-$14,127-$14,127
Fees for Services Accounting-$10,636-$10,636
Pension Plan Contributions-$10,224-$10,224
Office Expenses-$9,318-$9,318
Conferences and Meetings-$7,653-$7,653
Information Technology-$5,650-$5,650
Insurance-$1,818-$1,818
Other Expenses-$1,753-$1,753
Total Functional Expenses$3,535,206$725,399$0$4,260,605

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,260,605
Expenses per Audited Statements$3,755,133
Total Expenses per Audited Statements$3,755,133
Expenses Not Reported on Financial Statements$505,472
Other Expense Adjustments$143,586
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
04-3333819-501(c)(3)To support on campus, WGBH Higher Education Desk's programming on trends in higher education.$300,000
03-0179299-501(c)(3)To support a comprehensive program in the first and sophomore year program that improves retention and reduces time to degree while improving academic performance and enhancing preparation for post-graduate opportunities.$293,500
03-0179440-501(c)(3)To support implementation and assessment of a campus-wide writing and information literacy skills initiative.$291,459
06-0731360-501(c)(3)To revise thirteen introductory, gateway, and critical upper-level courses by using a flipped classroom approach to improve student learning in the majors.$222,958
02-0274509-501(c)(3)To support curricular and pedagogical research, implementation, and training to extend a three-year program option to the entire undergraduate business population.$205,550
04-1286950-501(c)(3)To support new curriculum in response to technological and information trends in the communication sector and to pilot revised processes for future curriculum revision.$200,000
04-6002284-501(c)(3)To establish web-based academic advising, degree audit, and transfer articulation tools to help students and their advisors optimize curriculum requirements and establish a plan for graduation within four years.$200,000
04-2103731-501(c)(3)To create a Center for Excellence in Teaching and Learning to improve student learning outcomes through improved teaching practice and pedagogies.$200,000
01-6000769-501(c)(3)To support faculty in transitioning the University curriculum to a proficiency-based educational model.$197,946
04-2103585-501(c)(3)To develop an integrated curriculum that engages students at every stage of their intellectual and professional development, achieves measurable learning outcomes, and links liberal arts learning with the habits, dispositions and methodologies of students' majors.$180,500
04-2103578-501(c)(3)To create a dynamic model of the College's financial operations, allowing for the examination of potential reductions or consolidations in real time, and project their likely impact.$175,000
04-2126597-501(c)(3)To support faculty development for new academic initiatives and curricular changes to foster greater integration of the liberal arts in the artistic disciplines.$156,915
01-0563385-501(c)(3)To pilot a compressed, intensive three-year Bachelor of Science program designed to reduce costs for students pursuing degrees in business-related fields.$135,731
05-0277222-501(c)(3)To support faculty in implementing community engagement opportunities that allow students to build critical thinking skills and work on complex, real-world projects.$120,000
01-0211810-501(c)(3)To facilitate the inclusion of digital literacy projects in core curriculum humanities courses, pilot a scalable writing fellows program, and reduce the number of developmental writing course sections.$120,000
02-0223339-501(c)(3)To develop courses and an assessment plan for the first two years of the new core curriculum. The core curriculum is focused on foundational skills and knowledge, as well as the psychosocial well-being and growth of students.$105,000
04-2207418-501(c)(3)To underwrite the Leadership Summit on Cost in Higher Education for college and university presidents, trustees, chief academic officers and chief financial officers.$98,000
04-2103634-501(c)(3)To leverage the educational benefits of student diversity, reflect on teaching practices, and develop a set of best practices for creating classroom environments where all students can learn.$94,355
04-2207418-501(c)(3)To research, analyze and develop a whitepaper and conduct roundtables on current and alternative business models for higher education.$57,500
04-6002284-501(c)(3)To explore options for increasing four-year graduation rates through expanded advising practices and the use of data analytics.$25,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due To Related Parties$33,223
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 family members
No
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 11

The Executive Director and the chairman of the board review Form 990 prior to the document's filing, and the Executive Director signs the return.

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

The trustees disclose potential conflicts of interest annually. The disclosures are identified on a conflict of interest disclosure form. At the time the form is completed, the trustees discuss the disclosures to ensure no conflicts of interest exist.

Form 990, Part VI, Section B, line 15

Employee performance and salary reviews are conducted annually on the anniversary of employment and consist of: a performance review, a determination of whether the employee's salary is consistent within the industry, and a determination as to whether the yearly increases reflect merit, inflation, and/or changes of responsibilities. The employee will provide a narrative of accomplishments over the past year and a description of goals for the upcoming year.

Form 990, Part VI, Section C, line 19

The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Form 990, Page 7, Part VII:

Four of five trustees of the Davis Educational Foundation receive trustee fees annually, prorated for the amount of time each trustee has been on the board. Peter Davis is a family member and does not receive any compensation from the Foundation in any form. The Davis Educational Foundation supports payment of trustee fees because of the significant work necessary when evaluating applicants. The trustees conduct site visits for colleges/universities seeking funding, and therefore, they travel throughout New England. Site visits are conducted by trustees in order to properly evaluate the grantee applications. The Organization contends that these payments do not impair the independence of its trustees.

Filing and Contact Details

Filer

EIN
04-2864042
Phone
2078469132

Signing Officer

Name
Anne M Vaillancourt
Title
Executive Director
Phone
2078469132
Signed
2014-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anne M Vaillancourt
Formed
1985
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
5
Volunteers
1

Preparer

Preparer
Barbara J McGuan CPA
Phone
2077752387
Supplemental Narrative

Additional Explanations

Schedule A, Part I, Line 11:

Per the declaration of trust, a majority of the trustees shall be appointed by the representative supported organization. The trustees determine the recipients of the Davis Educational Foundation grants each year.

Financial Statement Notes

Part XI, Line 4B - Other Adjustments:

Management Fees 143,586.

Part XII, Line 4B - Other Adjustments:

Management Fees 143,586.

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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/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt013951827
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt015342
IRS990/OtherEmployeeBenefitsGrp/TotalAmt015342
IRS990/OtherExpensesGrp/Desc0Temporary Hire
IRS990/OtherExpensesGrp/Desc1Dues
IRS990/OtherExpensesGrp/Desc2Miscellaneous
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03415
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12675
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21753
IRS990/OtherExpensesGrp/TotalAmt03415
IRS990/OtherExpensesGrp/TotalAmt12675
IRS990/OtherExpensesGrp/TotalAmt21753
IRS990/OtherLiabilitiesGrp/BOYAmt032838
IRS990/OtherLiabilitiesGrp/EOYAmt033223
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Management Fees
IRS990/OtherRevenueMiscGrp/ExclusionAmt0143586
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0143586
IRS990/OtherRevenueTotalAmt0143586
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0155751
IRS990/OtherSalariesAndWagesGrp/TotalAmt0155751
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt019516
IRS990/PayrollTaxesGrp/TotalAmt019516
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt010224
IRS990/PensionPlanContributionsGrp/TotalAmt010224
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Anne M Vaillancourt
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0500000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03831343
IRS990/PYInvestmentIncomeAmt02480919
IRS990/PYOtherExpensesAmt0439236
IRS990/PYOtherRevenueAmt0126663
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1573739
IRS990/PYSalariesCompEmpBnftPaidAmt0410742
IRS990/PYTotalExpensesAmt04681321
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03107582
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt05790830
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0980730
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0629860
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0042103637
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1020222111
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc12
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10Wellesley College
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine11Dartmouth College
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd11
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0505472
IRS990ScheduleD/ExpensesSubtotalAmt03755133
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0361886
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0361886
IRS990ScheduleD/NetUnrealizedGainsInvstAmt05130117
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt013916270
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt135557
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Investment Sales Proceeds Receivable
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Due From Related Parties
IRS990ScheduleD/OtherExpensesNotIncludedAmt0143586
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt033223
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due To Related Parties
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0143586
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt017920594
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LLC and Limited Partnership Interests
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt05130117
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0505472
IRS990ScheduleD/RevenueSubtotalAmt09545963
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Management Fees 143,586.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Management Fees 143,586.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt013951827
IRS990ScheduleD/TotalBookValueSecuritiesAmt017920594
IRS990ScheduleD/TotalExpensesPerForm990Amt04260605
IRS990ScheduleD/TotalLiabilityAmt033223
IRS990ScheduleD/TotalRevenuePerForm990Amt010051435
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt014676080
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03755133
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0156915
IRS990ScheduleI/RecipientTable/CashGrantAmt1200000
IRS990ScheduleI/RecipientTable/CashGrantAmt2200000
IRS990ScheduleI/RecipientTable/CashGrantAmt3300000
IRS990ScheduleI/RecipientTable/CashGrantAmt4293500
IRS990ScheduleI/RecipientTable/CashGrantAmt5180500
IRS990ScheduleI/RecipientTable/CashGrantAmt625000
IRS990ScheduleI/RecipientTable/CashGrantAmt7200000
IRS990ScheduleI/RecipientTable/CashGrantAmt8175000
IRS990ScheduleI/RecipientTable/CashGrantAmt998000
IRS990ScheduleI/RecipientTable/CashGrantAmt1057500
IRS990ScheduleI/RecipientTable/CashGrantAmt11105000
IRS990ScheduleI/RecipientTable/CashGrantAmt12120000
IRS990ScheduleI/RecipientTable/CashGrantAmt13205550
IRS990ScheduleI/RecipientTable/CashGrantAmt14135731
IRS990ScheduleI/RecipientTable/CashGrantAmt1594355
IRS990ScheduleI/RecipientTable/CashGrantAmt16222958
IRS990ScheduleI/RecipientTable/CashGrantAmt17197946
IRS990ScheduleI/RecipientTable/CashGrantAmt18120000
IRS990ScheduleI/RecipientTable/CashGrantAmt19291459
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc15501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc16501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc17501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc18501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc19501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To support faculty development for new academic initiatives and curricular changes to foster greater integration of the liberal arts in the artistic disciplines.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1To support new curriculum in response to technological and information trends in the communication sector and to pilot revised processes for future curriculum revision.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2To establish web-based academic advising, degree audit, and transfer articulation tools to help students and their advisors optimize curriculum requirements and establish a plan for graduation within four years.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3To support on campus, WGBH Higher Education Desk's programming on trends in higher education.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4To support a comprehensive program in the first and sophomore year program that improves retention and reduces time to degree while improving academic performance and enhancing preparation for post-graduate opportunities.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5To develop an integrated curriculum that engages students at every stage of their intellectual and professional development, achieves measurable learning outcomes, and links liberal arts learning with the habits, dispositions and methodologies of students' majors.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6To explore options for increasing four-year graduation rates through expanded advising practices and the use of data analytics.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7To create a Center for Excellence in Teaching and Learning to improve student learning outcomes through improved teaching practice and pedagogies.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8To create a dynamic model of the College's financial operations, allowing for the examination of potential reductions or consolidations in real time, and project their likely impact.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9To underwrite the Leadership Summit on Cost in Higher Education for college and university presidents, trustees, chief academic officers and chief financial officers.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10To research, analyze and develop a whitepaper and conduct roundtables on current and alternative business models for higher education.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11To develop courses and an assessment plan for the first two years of the new core curriculum. The core curriculum is focused on foundational skills and knowledge, as well as the psychosocial well-being and growth of students.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12To support faculty in implementing community engagement opportunities that allow students to build critical thinking skills and work on complex, real-world projects.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13To support curricular and pedagogical research, implementation, and training to extend a three-year program option to the entire undergraduate business population.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt14To pilot a compressed, intensive three-year Bachelor of Science program designed to reduce costs for students pursuing degrees in business-related fields.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt15To leverage the educational benefits of student diversity, reflect on teaching practices, and develop a set of best practices for creating classroom environments where all students can learn.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt16To revise thirteen introductory, gateway, and critical upper-level courses by using a flipped classroom approach to improve student learning in the majors.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt17To support faculty in transitioning the University curriculum to a proficiency-based educational model.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt18To facilitate the inclusion of digital literacy projects in core curriculum humanities courses, pilot a scalable writing fellows program, and reduce the number of developmental writing course sections.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt19To support implementation and assessment of a campus-wide writing and information literacy skills initiative.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10The Boston Conservatory
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11Emerson College
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12Fitchburg State University
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13Forum for the Future of Higher Education
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine14Green Mountain College
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine15Lasell College
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine16Massachusetts College of Liberal Arts
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine17Merrimack College
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine18Mount Holyoke College
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine19New England Board of Higher Education
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine110New England Board of Higher Education
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine111Rivier University
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine112Roger Williams University
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine113Southern New Hampshire University
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine114Thomas College
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine115Tufts University
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine116University of Hartford
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine117University of Maine at Presque Isle
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine118University of New England
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine119University of Vermont
IRS990ScheduleI/RecipientTable/RecipientEIN0042126597
IRS990ScheduleI/RecipientTable/RecipientEIN1041286950
IRS990ScheduleI/RecipientTable/RecipientEIN2046002284
IRS990ScheduleI/RecipientTable/RecipientEIN3043333819
IRS990ScheduleI/RecipientTable/RecipientEIN4030179299
IRS990ScheduleI/RecipientTable/RecipientEIN5042103585
IRS990ScheduleI/RecipientTable/RecipientEIN6046002284
IRS990ScheduleI/RecipientTable/RecipientEIN7042103731
IRS990ScheduleI/RecipientTable/RecipientEIN8042103578
IRS990ScheduleI/RecipientTable/RecipientEIN9042207418
IRS990ScheduleI/RecipientTable/RecipientEIN10042207418
IRS990ScheduleI/RecipientTable/RecipientEIN11020223339
IRS990ScheduleI/RecipientTable/RecipientEIN12050277222
IRS990ScheduleI/RecipientTable/RecipientEIN13020274509
IRS990ScheduleI/RecipientTable/RecipientEIN14010563385
IRS990ScheduleI/RecipientTable/RecipientEIN15042103634

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$130$2.48$128$5.15$4.52$0.64
2023Detailed filing. Detailed filing data is available for this year.$118$1.69$117$3.60$3.27$0.32
2022Detailed filing. Detailed filing data is available for this year.$104$2.13$102$2.69$4.99$2.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$128$2.60$126$9.14$5.40$3.73
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$118$2.51$116$4.07$7.46$3.39
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$112$1.97$110$0.31$3.58$3.89
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$96.7$2.29$94.4$3.01$4.12$1.11
2017Detailed filing. Detailed filing data is available for this year.$111$3.28$108$4.96$6.12$1.16
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$100$3.31$97.0$1.01$5.50$4.49
2015Detailed filing. Detailed filing data is available for this year.$99.3$2.83$96.4$2.73$5.62$2.90
2014Detailed filing. Detailed filing data is available for this year.$108$1.90$106$8.63$3.66$4.97
2013Detailed filing. Detailed filing data is available for this year.$108$2.31$106$10.1$4.26$5.79
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$97.1$2.24$94.9$4.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.0$2.54$86.5$4.52
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$95.4$3.04$92.3$4.40