Civic Intelligence

Davis Educational Foundation

990 • Fiscal year 2015 • EIN 04-2864042

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 26, 2016

Organization Profiledavisfoundations.org
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

14th percentile

0.03x

Higher debt load relative to assets than 14% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

73rd percentile

1.04x

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

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Net Margin

2nd percentile

-106%

Higher net margin than 2% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

8th percentile

-7.7%

Faster asset growth than 8% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

2nd percentile

-68%

Faster revenue growth than 2% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$99,272,458

Down $8,292,946 (-7.7%) from 2014

Net Assets

Down

$96,445,096

Down $9,218,794 (-8.7%) from 2014

Liabilities

Up

$2,827,362

Up $925,848 (+49%) from 2014

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin2nd percentile

Revenue

Down

$2,725,913

Down $5,906,085 (-68%) from 2014

Expenses

Up

$5,623,966

Up $1,962,354 (+54%) from 2014

Net Income

Down

-$2,898,053

Down $7,868,439 (-158%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

2015

Assets$99,272,458
Liabilities$2,827,362
Net Assets$96,445,096
Open 2015 Filing

Operations Trend

Revenue Growth2nd percentile

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

2015

Revenue$2,725,913
Expenses$5,623,966
Net Income-$2,898,053
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 26, 2016
Return Version
2015v2.1
Gross Receipts
$14,684,620
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$71,075,375$74,645,508▲ $3,570,133
Investments Other Securities$23,789,586$23,824,430▲ $34,844
Savings and Temporary Cash Investments$936,387$798,318▼ $138,069
Total Assets$107,565,404$99,272,458▼ $8,292,946
Other Assets Total$11,764,056$4,202▼ $11,759,854
Liabilities
Grants Payable$1,780,624$2,648,460▲ $867,836
Accounts Payable and Accrued Expenses$87,195$140,598▲ $53,403
Other Liabilities$33,695$38,304▲ $4,609
Total Liabilities$1,901,514$2,827,362▲ $925,848
Net Assets / Fund Balance
Unrestricted Net Assets$105,663,890$96,445,096▼ $9,218,794
Total Net Assets Fund Balance$105,663,890$96,445,096▼ $9,218,794
Total Liabilities and Net Assets / Fund Balance$107,565,404$99,272,458▼ $8,292,946

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$23,824,430--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anne M VaillancourtExecutive DirectorPT$104,612$18,443$123,055
William S ReedChairmanPT$40,000-$40,000
Edward MacKayTrusteePT$25,000-$25,000
Judith B WittenbergTrusteePT$25,000-$25,000
Richard W CostTrusteePT$25,000-$25,000
Sister M Therese AntoneTrusteePT$25,000-$25,000

Board Members and Trustees

NameTitle
Peter K DavisTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,548,818
Other Revenue
$177,095
Change in Net Assets
$-2,898,053

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,971,719
Revenue Not Reported on Financial Statements
$754,194
Revenue Not Reported on Form 990
$-6,320,741
Other Revenue Adjustments
$177,095
Total Revenue per Audited Statements
$-4,349,022
Total Revenue per Form 990
$2,725,913
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,453,600
Other Expenses$664,378
Salaries, Compensation, and Employee Benefits$505,988
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,453,600--$4,453,600
Fees for Service Investment Mgmnt Fees-$577,099-$577,099
Current Officers, Directors, Trustees, and Key Employees$140,000$123,055-$263,055
Other Salaries and Wages-$183,627-$183,627
Other Employee Benefits-$23,929-$23,929
Payroll Taxes-$23,011-$23,011
Travel$18,285--$18,285
Occupancy-$16,163-$16,163
Pension Plan Contributions-$12,366-$12,366
Fees for Services Accounting-$11,399-$11,399
Office Expenses-$9,389-$9,389
Conferences and Meetings-$9,303-$9,303
Information Technology-$5,687-$5,687
Insurance-$1,977-$1,977
Other Expenses-$1,139-$1,139
Total Functional Expenses$4,611,885$1,012,081$0$5,623,966

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,623,966
Expenses per Audited Statements$4,869,772
Total Expenses per Audited Statements$4,869,772
Expenses Not Reported on Financial Statements$754,194
Other Expense Adjustments$177,095
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Boston Library ConsortiumBoston, MA501(c)(3)To conduct an analysis of bibliographic records and recent circulation activity for print monographs at participating campuses.$400,000
University of Massachusetts at BostonBoston, MA501(c)(3)To incorporate e-portfolios into campus assessment systems to improve and strengthen assessment of student learning and better integrate the learning goals of general education and undergraduate majors.$331,737
University of New HampshireDurham, NH501(c)(3)To coordinate interdisciplinary STEM material, peer student mentoring, and redesigned pedagogical approaches to improve student persistence to degree in the biological sciences and the skill level of biological sciences graduates.$323,323
Association of American Colleges & UniversitiesWashington, DC501(c)(3)To work with eight public and private institutions in New England as they move to the next level of learning-intensive educational reform.$322,000
Wesleyan UniversityMiddletown, CT501(c)(3)To increase the number of courses in the undergraduate curriculum incorporating project-based teaching and learning methods.$300,000
Simmons CollegeBoston, MA501(c)(3)To support professional development and curriculum design for a new undergraduate core curriculum.$299,676
Five Colleges IncorporatedAmherst, MA501(c)(3)To improve accessibility of information technology resources and continuity of operations planning at member colleges.$280,000
Salem State UniversitySalem, MA501(c)(3)To redesign all sections of select high enrollment courses to incorporate active learning.$258,185
Stonehill CollegeEaston, MA501(c)(3)To advance an integrated mentoring and advising plan with the goal of providing each student a transformational educational experience.$233,800
Bay Path UniversityLongmeadow, MA501(c)(3)To expand e-portfolio usage and create digital badges to more fully capture, validate and assess the undergraduate learning experience.$233,550
Northeastern UniversityBoston, MA501(c)(3)To study self-directed learning and adaptive expertise in students completing one, two and three co-op placements.$202,829
Bridgewater State UniversityBridgewater, MAMassachusettsTo implement prior learning assessment policies and practices within the five CONNECT institutions in southeastern Massachusetts.$200,000
Lesley UniversityCambridge, MA501(c)(3)To create new pedagogical projects that integrate visual literacy across the liberal arts and science disciplines and professional majors.$175,137
Albertus Magnus CollegeNew Haven, CT501(c)(3)For curricular redesign and faculty development to advance students' critical thinking skills and digital literacy in traditional, blended and online programs.$173,100
Assumption CollegeWorcester, MA501(c)(3)To investigate whether manipulating emotions in the classroom influences learning success.$156,675
Husson UniversityBangor, ME501(c)(3)To develop a new general education curriculum, train faculty in instruction and evaluation, and establish infrastructure for ongoing program oversight, assessment, and revision.$142,400
University of ConnecticutStorrs, CT501(c)(3)To pilot the use of Open Textbooks as a cost-saving measure for students.$99,998
Lasell CollegeNewton, MA501(c)(3)To continue course design and assessment of the new core curriculum.$69,000
Bennington CollegeBennington, VT501(c)(3)To improve communications with newly accepted students.$50,000
Massachusetts College of Liberal ArtsNorth Adams, MA501(c)(3)To implement predictive software that alerts faculty, advisors, and students of patterns that indicate a student may need support.$40,000
Bay Path UniversityLongmeadow, MA501(c)(3)To expand procurement and purchasing for the Cooperating Colleges of Greater Springfield.$10,000
Castleton State CollegeCastleton, VTVermontTo develop an integrative learning program that teaches students how to integrate and transfer their learning -- over time, across courses, and between academic, personal and community settings.$10,000
Colleges of the FenwayBoston, MA501(c)(3)To conduct a leadership institute on college financials.$10,000
Fairfield UniversityFairfield, CT501(c)(3)To develop a strategic plan.$10,000
Franklin Pierce UniversityRindge, NH501(c)(3)To engage facilitation and analytic expertise to assist University leaders in strategic review and planning of institutional and academic models and programs.$10,000
Lasell CollegeNewton, MA501(c)(3)To develop and pilot the Sophomore Away Option.$10,000
Marlboro CollegeMarlboro, VT501(c)(3)To conduct a college-wide undergraduate faculty retreat.$10,000
Mount Holyoke CollegeSouth Hadley, MA501(c)(3)Planning for academic department clusters.$10,000
Saint Joseph's CollegeStandish, ME501(c)(3)To compile and produce The Big Data Book.$10,000
Salem State UniversitySalem, MA501(c)(3)To conduct budget modeling.$10,000
Salve Regina UniversityNewport, RI501(c)(3)To conduct University fora and strategic planning for cost control.$10,000
University of New EnglandBiddeford, ME501(c)(3)To create an integrated business plan that includes finance, enrollment and academics.$10,000
Wheaton CollegeNorton, MA501(c)(3)To engage faculty in a retention working group and retention summit.$10,000
Worcester Polytechnic InstituteWorcester, MAMassachusettsTo modify campus systems to accommodate students who pursue co-op placements or master's degrees while earning their bachelor's degree in four years.$10,000
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$38,304
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:

“Five of six 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

Filer Name
Davis Educational Foundation
EIN
04-2864042
Phone
2078469132
Address
30 Forest Falls Drive No 5, Yarmouth, ME 04096

Signing Officer

Name
Anne M Vaillancourt
Title
Executive Director
Phone
2078469132
Signed
2016-09-26
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

Firm
Berry Dunn McNeil & Parker LLC
Address
PO Box 1100, Portland, ME 04104-1100
Preparer
Joseph R Byrne 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 171,406. Prior Year Grant Recovery 5,689.”

Part XII, Line 4B - Other Adjustments:

“Management Fees 171,406. Prior Year Grant Recovery 5,689.”

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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt023789586
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt023824430
IRS990/InvestmentsPubTradedSecGrp/BOYAmt071075375
IRS990/InvestmentsPubTradedSecGrp/EOYAmt074645508
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt011958707
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To strengthen the undergraduate programs of public and private, regionally accredited baccalaureate degree granting colleges and universities located in New England through grants.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0105663890
IRS990/NetAssetsOrFundBalancesEOYAmt096445096
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01315517
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01315517
IRS990/NetUnrelatedBusTxblIncmAmt036172
IRS990/NetUnrlzdGainsLossesInvstAmt0-6320741
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt016163
IRS990/OccupancyGrp/TotalAmt016163
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09389
IRS990/OfficeExpensesGrp/TotalAmt09389
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt011764056
IRS990/OtherAssetsTotalGrp/EOYAmt04202
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt023929
IRS990/OtherEmployeeBenefitsGrp/TotalAmt023929
IRS990/OtherExpensesGrp/Desc0UBI Tax
IRS990/OtherExpensesGrp/Desc1Dues
IRS990/OtherExpensesGrp/Desc2Miscellaneous
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010632
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13305
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21139
IRS990/OtherExpensesGrp/TotalAmt010632
IRS990/OtherExpensesGrp/TotalAmt13305
IRS990/OtherExpensesGrp/TotalAmt21139
IRS990/OtherLiabilitiesGrp/BOYAmt033695
IRS990/OtherLiabilitiesGrp/EOYAmt038304
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Management Fees
IRS990/OtherRevenueMiscGrp/Desc1Prior Year Grant Recovery
IRS990/OtherRevenueMiscGrp/ExclusionAmt0171406
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05689
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0171406
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt15689
IRS990/OtherRevenueTotalAmt0177095
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0183627
IRS990/OtherSalariesAndWagesGrp/TotalAmt0183627
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt023011
IRS990/PayrollTaxesGrp/TotalAmt023011
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt012366
IRS990/PensionPlanContributionsGrp/TotalAmt012366
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Anne M Vaillancourt
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02582517
IRS990/PYInvestmentIncomeAmt08428470
IRS990/PYOtherExpensesAmt0594208
IRS990/PYOtherRevenueAmt0203528
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt04970386
IRS990/PYSalariesCompEmpBnftPaidAmt0484887
IRS990/PYTotalExpensesAmt03661612
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08631998
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-2898053
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0936387
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0798318
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd01
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The supported organizations identified in Form 990, Schedule A, Part I appoint trustees who represent the charitable class benefited by the mission of the Organization and its supported organizations. These same trustees have a majority vote on the Organization's board and approve all granting decisions.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section B, Line 2
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0042103637
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1020222111
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Wellesley College
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1Dartmouth College
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0754194
IRS990ScheduleD/ExpensesSubtotalAmt04869772
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0577099
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0577099
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-6320741
IRS990ScheduleD/OtherExpensesNotIncludedAmt0177095
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt038304
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due To Related Parties
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0177095
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt023824430
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LLC and Limited Partnership Interests
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-6320741
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0754194
IRS990ScheduleD/RevenueSubtotalAmt01971719
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Management Fees 171,406. Prior Year Grant Recovery 5,689.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Management Fees 171,406. Prior Year Grant Recovery 5,689.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt023824430
IRS990ScheduleD/TotalExpensesPerForm990Amt05623966
IRS990ScheduleD/TotalLiabilityAmt038304
IRS990ScheduleD/TotalRevenuePerForm990Amt02725913
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-4349022
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04869772
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0173100
IRS990ScheduleI/RecipientTable/CashGrantAmt1322000
IRS990ScheduleI/RecipientTable/CashGrantAmt2156675
IRS990ScheduleI/RecipientTable/CashGrantAmt3233550
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt550000
IRS990ScheduleI/RecipientTable/CashGrantAmt6400000
IRS990ScheduleI/RecipientTable/CashGrantAmt7200000
IRS990ScheduleI/RecipientTable/CashGrantAmt810000
IRS990ScheduleI/RecipientTable/CashGrantAmt910000
IRS990ScheduleI/RecipientTable/CashGrantAmt1010000
IRS990ScheduleI/RecipientTable/CashGrantAmt11280000
IRS990ScheduleI/RecipientTable/CashGrantAmt1210000
IRS990ScheduleI/RecipientTable/CashGrantAmt13142400
IRS990ScheduleI/RecipientTable/CashGrantAmt1469000
IRS990ScheduleI/RecipientTable/CashGrantAmt1510000
IRS990ScheduleI/RecipientTable/CashGrantAmt16175137
IRS990ScheduleI/RecipientTable/CashGrantAmt1710000
IRS990ScheduleI/RecipientTable/CashGrantAmt1840000
IRS990ScheduleI/RecipientTable/CashGrantAmt1910000
IRS990ScheduleI/RecipientTable/CashGrantAmt20202829
IRS990ScheduleI/RecipientTable/CashGrantAmt2110000
IRS990ScheduleI/RecipientTable/CashGrantAmt22258185
IRS990ScheduleI/RecipientTable/CashGrantAmt2310000
IRS990ScheduleI/RecipientTable/CashGrantAmt2410000
IRS990ScheduleI/RecipientTable/CashGrantAmt25299676
IRS990ScheduleI/RecipientTable/CashGrantAmt26233800
IRS990ScheduleI/RecipientTable/CashGrantAmt2799998
IRS990ScheduleI/RecipientTable/CashGrantAmt28331737
IRS990ScheduleI/RecipientTable/CashGrantAmt2910000
IRS990ScheduleI/RecipientTable/CashGrantAmt30323323
IRS990ScheduleI/RecipientTable/CashGrantAmt31300000
IRS990ScheduleI/RecipientTable/CashGrantAmt3210000
IRS990ScheduleI/RecipientTable/CashGrantAmt3310000
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/IRCSectionDesc7Massachusetts
IRS990ScheduleI/RecipientTable/IRCSectionDesc8Vermont
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/IRCSectionDesc20501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc21501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc22501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc23501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc24501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc25501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc26501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc27501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc28501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc29501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc30501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc31501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc32501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc33Massachusetts
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0For curricular redesign and faculty development to advance students' critical thinking skills and digital literacy in traditional, blended and online programs.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1To work with eight public and private institutions in New England as they move to the next level of learning-intensive educational reform.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2To investigate whether manipulating emotions in the classroom influences learning success.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3To expand e-portfolio usage and create digital badges to more fully capture, validate and assess the undergraduate learning experience.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4To expand procurement and purchasing for the Cooperating Colleges of Greater Springfield.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5To improve communications with newly accepted students.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6To conduct an analysis of bibliographic records and recent circulation activity for print monographs at participating campuses.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7To implement prior learning assessment policies and practices within the five CONNECT institutions in southeastern Massachusetts.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8To develop an integrative learning program that teaches students how to integrate and transfer their learning -- over time, across courses, and between academic, personal and community settings.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9To conduct a leadership institute on college financials.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10To develop a strategic plan.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11To improve accessibility of information technology resources and continuity of operations planning at member colleges.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12To engage facilitation and analytic expertise to assist University leaders in strategic review and planning of institutional and academic models and programs.

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$99,272,458
Liabilities
$2,827,362
Net assets
$96,445,096
Revenue
$2,725,913
Expenses
$5,623,966
Net income
-$2,898,053
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