Totals
- Total revenue
- $448,995,000
- Total expenses
- $373,747,000
- Contributions and grants received
- $51,437,000
- Grants paid
- $85,955,088
- Program service revenue
- $278,387,000
- Investment income
- $112,802,000
- Other revenue
- $6,369,000
- Total assets, end of year
- $2,429,763,000
- Total liabilities, end of year
- $534,689,000
- Net assets or fund balances, end of year
- $1,895,074,000
- Program services expenses (Part IX)
- $321,224,746
- Management and general expenses
- $41,899,002
- Fundraising expenses
- $10,623,252
- Program service expenses (Part III)
- $321,224,746
Program services were 85.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$8,310,000
-
1f · All other contributions, gifts and grants
$43,127,000
-
1g · Noncash contributions included above
$11,456,000
-
2a · Program service revenue: TUITION AND FEES
total $220,212,000 · related or exempt $220,212,000
-
2b · Program service revenue: AUXILIARY SERVICES
total $58,175,000 · related or exempt $58,175,000
-
3 · Investment income
total $5,666,000 · unrelated business -$1,271,783 · excluded $6,937,783
-
5 · Royalties
total $7,000 · excluded $7,000
-
7a · Gross sales of assets other than inventory
securities $593,832,000
-
7b · Less cost or other basis and sales expenses
securities $486,696,000
-
7c · Gain or loss
securities $107,136,000
-
7d · Net gain or loss
total $107,136,000 · unrelated business $922,973 · excluded $106,213,027
-
10a · Gross sales of inventory
$2,479,000
-
10b · Cost of goods sold
$1,854,000
-
10c · Net income from sales of inventory
total $625,000 · excluded $625,000
-
11a · Other revenue: OTHER REVENUE
total $5,737,000 · related or exempt $5,737,000
-
11e · Other revenue, total
$5,737,000
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $44,088 · program services $44,088
-
2 · Grants to domestic individuals
total $85,911,000 · program services $85,911,000
-
5 · Compensation of officers, directors and key employees
total $7,370,665 · program services $1,716,367 · management and general $4,274,663 · fundraising $1,379,635
-
6 · Compensation of disqualified persons
total $619,013 · program services $619,013
-
7 · Other salaries and wages
total $115,697,559 · program services $104,724,483 · management and general $6,146,534 · fundraising $4,826,542
-
8 · Pension plan contributions
total $10,908,000 · program services $7,421,258 · management and general $2,807,642 · fundraising $679,100
-
9 · Other employee benefits
total $17,764,594 · program services $12,558,466 · management and general $4,236,576 · fundraising $969,552
-
10 · Payroll taxes
total $8,893,084 · program services $6,347,173 · management and general $2,092,931 · fundraising $452,980
-
11a · Fees: management
total $16,344,870 · program services $8,758,634 · management and general $6,717,288 · fundraising $868,948
-
11b · Fees: legal
total $737,467 · program services $153,821 · management and general $574,972 · fundraising $8,674
-
11c · Fees: accounting
total $449,058 · management and general $449,058
-
11d · Fees: lobbying
total $703 · management and general $703
-
11f · Fees: investment management
total $7,075,608 · management and general $7,075,608
-
11g · Fees: other
total $104,458 · program services $89,802 · management and general $9,179 · fundraising $5,477
-
12 · Advertising and promotion
total $6,175,138 · program services $5,606,621 · management and general $237,910 · fundraising $330,607
-
13 · Office expenses
total $7,438,496 · program services $6,867,730 · management and general $213,084 · fundraising $357,682
-
14 · Information technology
total $4,787,271 · program services $2,388,841 · management and general $2,344,442 · fundraising $53,988
-
16 · Occupancy
total $11,091,202 · program services $10,514,516 · management and general $336,331 · fundraising $240,355
-
17 · Travel
total $5,333,802 · program services $4,090,192 · management and general $809,629 · fundraising $433,981
-
19 · Conferences, conventions and meetings
total $359,872 · program services $260,399 · management and general $83,938 · fundraising $15,535
-
20 · Interest
total $16,272,109 · program services $15,803,462 · management and general $468,647
-
22 · Depreciation, depletion and amortization
total $13,538,000 · program services $13,126,901 · management and general $410,903 · fundraising $196
-
23 · Insurance
total $1,249,359 · management and general $1,249,359
-
24a · Other expenses: DINING
total $22,105,998 · program services $22,101,498 · management and general $4,500
-
24b · Other expenses: FOREIGN PROGRAM
total $9,454,160 · program services $9,454,160
-
24c · Other expenses: FELLOWSHIPS & AWARDS
total $2,666,321 · program services $2,666,321
-
24d · Other expenses: MISCELLANEOUS
total $1,355,105 · management and general $1,355,105
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $14,259,000 · end of year $39,671,000
-
2 · Savings and temporary cash investments
beginning of year $267,026,000 · end of year $189,709,000
-
3 · Pledges and grants receivable
beginning of year $23,751,000 · end of year $21,114,000
-
4 · Accounts receivable
beginning of year $381,277 · end of year $501,000
-
5 · Loans and receivables from officers and key people
beginning of year $66,723
-
7 · Other notes and loans receivable
beginning of year $1,906,000 · end of year $1,667,000
-
8 · Inventories for sale or use
beginning of year $1,028,000 · end of year $1,056,000
-
9 · Prepaid expenses and deferred charges
beginning of year $4,193,000 · end of year $4,392,000
-
10a · Land, buildings and equipment: cost or other basis
$881,727,000
-
10b · Land, buildings and equipment: accumulated depreciation
$325,121,000
-
10c · Land, buildings and equipment, net
beginning of year $470,481,000 · end of year $556,606,000
-
11 · Investments: publicly traded securities
beginning of year $740,358,000 · end of year $792,970,000
-
12 · Investments: other securities
beginning of year $844,005,000 · end of year $818,575,000
-
15 · Other assets
beginning of year $4,277,000 · end of year $3,502,000
-
17 · Accounts payable and accrued expenses
beginning of year $31,445,000 · end of year $41,435,000
-
19 · Deferred revenue
beginning of year $14,843,000 · end of year $12,466,000
-
20 · Tax-exempt bond liabilities
beginning of year $55,495,000 · end of year $55,495,000
-
24 · Unsecured notes and loans payable
beginning of year $380,520,000 · end of year $380,520,000
-
25 · Other liabilities
beginning of year $57,893,000 · end of year $44,773,000
-
27 · Net assets without donor restrictions
beginning of year $604,997,000 · end of year $647,904,000
-
28 · Net assets with donor restrictions
beginning of year $1,226,539,000 · end of year $1,247,170,000
Mission and programs · 2023
Mission
WESLEYAN UNIVERSITY IS DEDICATED TO PROVIDING AN EDUCATION IN LIBERAL ARTS BY BUILDING A DIVERSE, ENERGETIC COMMUNITY OF STUDENTS, FACULTY, AND STAFF WHO VALUE INDEPENDENCE OF MIND AND GENEROSITY OF SPIRIT. SEE ADDITIONAL DESCRIPTION IN SCHEDULE O.
Activities or mission (Part I)
SEE SCHEDULE O
-
INSTRUCTION AND RESEARCHWESLEYAN UNIVERSITY OFFERS MORE THAN 900 COURSES IN 47 MAJOR FIELDS OF STUDY, 32 MINOR FIELDS OF STUDY, AND 2 CERTIFICATE PROGRAMS, AND AWARDS THE BACHELOR OF ARTS, A MASTER OF ARTS AND A DOCTOR OF PHILOSOPHY. THIS RICH CATALOG REFLECTS WESLEYAN'S COMMITMENT TO A WELL-ROUNDED EDUCATION, ALLOWING STUDENTS TO EXPLORE EVERYTHING FROM THE ARTS AND HUMANITIES TO SCIENCES AND SOCIAL STUDIES. INSTRUCTION AND RESEARCH INCLUDES ALL EXPENDITURES FOR COMPENSATION AND OTHER EXPENSES IN SUPPORT OF INSTRUCTIONAL ACTIVITY. THE STUDENT BODY IS MADE UP OF APPROXIMATELY 3,000 FULL-TIME UNDERGRADUATE STUDENTS AND 140 GRADUATE STUDENTS AS WELL AS AROUND 60 STUDENTS PER YEAR IN THE GRADUATE LIBERAL STUDIES PROGRAM. AN ONGOING FACULTY OF MORE THAN 400 IS JOINED EACH SEMESTER BY A DISTINGUISHED GROUP OF VISITING ARTISTS AND PROFESSORS. TODAY'S STUDENT/INSTRUCTOR RATIO IS 8 TO 1 AND ABOUT TWO THIRDS OF ALL COURSES ENROLL FEWER THAN 20 STUDENTS.
Expenses $233,831,143 · Grants $85,911,000 · Revenue $220,212,000
-
AUXILIARY SERVICES AND OTHERAUXILIARY SERVICES INCLUDE THE COSTS OF ROOM AND BOARD FOR APPROXIMATELY 3,000 STUDENTS RESIDING ON A 316 ACRE CAMPUS. THERE ARE 8 RESIDENCE HALLS, 7 APARTMENT COMPLEXES AND OVER 25 PROGRAM HOUSES IN ADDITION TO OVER 140 HOUSE UNITS ON CAMPUS FOR UPPER-CLASS STUDENTS. WORKING IN PARTNERSHIP WITH STUDENTS AND COLLABORATIVELY WITH OTHER MEMBERS OF THE WESLEYAN COMMUNITY, THE OFFICE OF RESIDENTIAL LIFE STRIVES TO PROVIDE A SAFE AND SUPPORTIVE RESIDENTIAL ENVIRONMENT THAT COMPLEMENTS AND EXTENDS STUDENTS' EDUCATIONAL EXPERIENCE. STUDENT-CENTERED PROGRAMS AND SERVICES ARE DEVELOPED AND IMPLEMENTED WITH AN EMPHASIS ON HOLISTIC INDIVIDUAL AND COMMUNITY DEVELOPMENT, STUDENT LEADERSHIP, INDIVIDUAL RESPONSIBILITY, ADVOCACY OF ACADEMIC INQUIRY, AND FREEDOM OF THOUGHT, OPINION AND EXPRESSION IN THE SPIRIT OF MUTUAL RESPECT. THESE ARE THE HALLMARKS OF THE WESLEYAN RESIDENTIAL EXPERIENCE, AND THEY PROVIDE THE ESSENTIAL FOUNDATION FOR A QUALITY LIBERAL ARTS EDUCATION WITHIN A DIVERSE AND DYNAMIC COMMUNITY.
Expenses $66,096,000 · Revenue $58,175,000
-
LIBRARIESLIBRARY EXPENSES INCLUDE ACQUISITION OF BOOKS, PERIODICALS AND OTHER MATERIALS, COMPENSATION OF STAFF, AND OTHER EXPENDITURES IN SUPPORT OF THE LIBRARY. THE MISSION OF THE LIBRARY IS TO PROVIDE THE INFORMATION SERVICES AND RESOURCES REQUIRED TO SUPPORT THE LEARNING, TEACHING, AND RESEARCH OF THE WESLEYAN COMMUNITY.TO CARRY OUT THIS MISSION THE LIBRARY WILL: - ORGANIZE AND PROVIDE INTELLECTUAL AND PHYSICAL ACCESS TO COLLECTIONS AND INFORMATION RESOURCES LOCALLY AND WORLD-WIDE- DEVELOP AND PRESERVE LOCAL COLLECTIONS - TEACH AND GUIDE USERS IN THE LIBRARY RESEARCH PROCESS - PROVIDE AN ATMOSPHERE CONDUCIVE TO STUDY, RESEARCH, AND LEARNING - CONTRIBUTE TO THE LARGER SCHOLARLY WORLDTHE WESLEYAN LIBRARY WILL PROVIDE UNEXCELLED SERVICES. IT IS A DYNAMIC PLACE WHERE LIBRARY STAFF PROVIDE USERS WITH THE INFORMATION THEY NEED, AS WELL AS A KEEN SENSE THAT THERE ARE MANY PATHS, AND A WIDE RANGE OF SKILLS NECESSARY FOR THE EFFECTIVE USE AND EVALUATION OF INFORMATION RESOURCES.
Expenses $13,379,000
-
STUDENT SERVICES INCLUDES THE COSTS ASSOCIATED WITH ADMINISTERING THE OFFICE OF ADMISSIONS, REGISTRAR, FINANCIAL AID, CAREER PLANNING, HEALTH SERVICES, INSTITUTIONAL RESEARCH AND DEAN'S OFFICE.
Expenses $7,918,603 · Grants $44,088 · Revenue $5,737,000
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Michael S RothMICHAEL S ROTH
PRESIDENT AND TRUSTEE
- Total calculated
- $2,632,853
- From this org
- $2,403,635
- From related orgs
- $0
- Other
- $229,218
- Hours/week
- 38
Schedule J breakdown matched by us
- Base
- $714,813
- Bonus
- $110,000
- Other
- $1,578,822
- Deferred
- $53,085
- Nontaxable benefits
- $176,133
- Filer's total
- $2,632,853
-
Essel W Bailey JrESSEL W BAILEY JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
David BarrDAVID BARR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Andrea Grubb BarthwellANDREA GRUBB BARTHWELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Adam C BirdADAM C BIRD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Bill BoulwareBILL BOULWARE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Phoebe C BoyerPHOEBE C BOYER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Luz Nereida Burgos-LopezLUZ NEREIDA BURGOS-LOPEZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Marc N CasperMARC N CASPER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Eric B DachsERIC B DACHS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Oliver D'MezaOLIVER D'MEZA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Stuart J EllmanSTUART J ELLMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Andrew H FairbanksANDREW H FAIRBANKS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Nyasha Shani FoyNYASHA SHANI FOY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John FrankJOHN FRANK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Josh GoldinJOSH GOLDIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Anne S GoldrachANNE S GOLDRACH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Scott GottliebSCOTT GOTTLIEB
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Susannah GraySUSANNAH GRAY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Joshua Bruce GuildJOSHUA BRUCE GUILD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sarah B KendallSARAH B KENDALL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kimberly KingKIMBERLY KING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Robert F KingROBERT F KING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Degan Mercado LeopoldDEGAN MERCADO LEOPOLD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dana Aliza LevyDANA ALIZA LEVY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Gail MarcusGAIL MARCUS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Monica G NoetherMONICA G NOETHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Deborah Pearson-WoodhouseDEBORAH PEARSON-WOODHOUSE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Robert A PruzanROBERT A PRUZAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Philip J RauchPHILIP J RAUCH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michele A RobertsMICHELE A ROBERTS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Bozoma Saint JohnBOZOMA SAINT JOHN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John M ShapiroJOHN M SHAPIRO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Joel C TillinghastJOEL C TILLINGHAST
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Andrew E VogelANDREW E VOGEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ellen E WestELLEN E WEST
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Luke WoodLUKE WOOD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Andrew TanakaANDREW TANAKA
SVP, CHIEF ADMIN OFF. & TR
- Total calculated
- $492,869
- From this org
- $388,023
- From related orgs
- $0
- Other
- $104,846
- Hours/week
- 38
Schedule J breakdown matched by us
- Base
- $353,023
- Bonus
- $35,000
- Other
- $0
- Deferred
- $53,085
- Nontaxable benefits
- $51,761
- Filer's total
- $492,869
-
David Stuart WinakorDAVID STUART WINAKOR
GENERAL COUNSEL/SECRETARY
- Total calculated
- $374,150
- From this org
- $287,486
- From related orgs
- $0
- Other
- $86,664
- Hours/week
- 38
Schedule J breakdown matched by us
- Base
- $284,486
- Bonus
- $3,000
- Other
- $0
- Deferred
- $34,879
- Nontaxable benefits
- $51,785
- Filer's total
- $374,150
-
Anne MartinANNE MARTIN
CHIEF INVESTMENT OFFICER
- Total calculated
- $1,456,593
- From this org
- $1,335,882
- From related orgs
- $0
- Other
- $120,711
- Hours/week
- 38
Schedule J breakdown matched by us
- Base
- $641,897
- Bonus
- $693,985
- Other
- $0
- Deferred
- $52,145
- Nontaxable benefits
- $68,566
- Filer's total
- $1,456,593
-
Nicole Lynn StantonNICOLE LYNN STANTON
PROVOST, SR VP ACADEMIC AF
- Total calculated
- $424,896
- From this org
- $309,640
- From related orgs
- $0
- Other
- $115,256
- Hours/week
- 38
Schedule J breakdown matched by us
- Base
- $306,640
- Bonus
- $3,000
- Other
- $0
- Deferred
- $29,324
- Nontaxable benefits
- $85,932
- Filer's total
- $424,896
-
Frantz Williams JrFRANTZ WILLIAMS JR
VP FOR ADVANCEMENT
- Total calculated
- $409,281
- From this org
- $345,428
- From related orgs
- $0
- Other
- $63,853
- Hours/week
- 38
Schedule J breakdown matched by us
- Base
- $342,428
- Bonus
- $3,000
- Other
- $0
- Deferred
- $30,585
- Nontaxable benefits
- $33,268
- Filer's total
- $409,281
-
Michael J WhaleyMICHAEL J WHALEY
VP FOR STUDENT AFFAIRS
- Total calculated
- $330,958
- From this org
- $261,313
- From related orgs
- $0
- Other
- $69,645
- Hours/week
- 38
Schedule J breakdown matched by us
- Base
- $258,313
- Bonus
- $3,000
- Other
- $0
- Deferred
- $24,018
- Nontaxable benefits
- $45,627
- Filer's total
- $330,958
-
Amin Abdul-Malik GonzalezAMIN ABDUL-MALIK GONZALEZ
VP & DEAN OF ADMIN/FIN AID
- Total calculated
- $327,210
- From this org
- $233,912
- From related orgs
- $0
- Other
- $93,298
- Hours/week
- 38
Schedule J breakdown matched by us
- Base
- $230,912
- Bonus
- $3,000
- Other
- $0
- Deferred
- $21,345
- Nontaxable benefits
- $71,953
- Filer's total
- $327,210
-
Renell M WynnRENELL M WYNN
VP FOR COMMUNICATIONS
- Total calculated
- $321,207
- From this org
- $267,450
- From related orgs
- $0
- Other
- $53,757
- Hours/week
- 38
Schedule J breakdown matched by us
- Base
- $264,450
- Bonus
- $3,000
- Other
- $0
- Deferred
- $24,912
- Nontaxable benefits
- $28,845
- Filer's total
- $321,207
-
Dave BairdDAVE BAIRD
VICE PRESIDENT FOR IT/CIO
- Total calculated
- $313,102
- From this org
- $232,597
- From related orgs
- $0
- Other
- $80,505
- Hours/week
- 38
Schedule J breakdown matched by us
- Base
- $229,597
- Bonus
- $3,000
- Other
- $0
- Deferred
- $44,012
- Nontaxable benefits
- $36,493
- Filer's total
- $313,102
-
Joseph M SiryJOSEPH M SIRY
CHAIR OF FACULTY
- Total calculated
- $273,673
- From this org
- $202,484
- From related orgs
- $0
- Other
- $71,189
- Hours/week
- 38
Schedule J breakdown matched by us
- Base
- $199,484
- Bonus
- $3,000
- Other
- $0
- Deferred
- $40,710
- Nontaxable benefits
- $30,479
- Filer's total
- $273,673
-
Jonathan Don FarrarJONATHAN DON FARRAR
DIRECTOR OF INVESTMENTS
- Total calculated
- $744,323
- From this org
- $625,059
- From related orgs
- $0
- Other
- $119,264
- Hours/week
- 38
Schedule J breakdown matched by us
- Base
- $323,979
- Bonus
- $301,080
- Other
- $0
- Deferred
- $53,085
- Nontaxable benefits
- $66,179
- Filer's total
- $744,323
-
Matthew MagenheimMATTHEW MAGENHEIM
DIRECTOR INVESTMENT OFFICE
- Total calculated
- $574,309
- From this org
- $475,348
- From related orgs
- $0
- Other
- $98,961
- Hours/week
- 38
Schedule J breakdown matched by us
- Base
- $286,304
- Bonus
- $189,044
- Other
- $0
- Deferred
- $49,722
- Nontaxable benefits
- $49,239
- Filer's total
- $574,309
-
Brett A SalafiaBRETT A SALAFIA
DIRECTOR, OPS & INVEST
- Total calculated
- $385,725
- From this org
- $339,118
- From related orgs
- $0
- Other
- $46,607
- Hours/week
- 38
Schedule J breakdown matched by us
- Base
- $205,713
- Bonus
- $133,405
- Other
- $0
- Deferred
- $25,653
- Nontaxable benefits
- $20,954
- Filer's total
- $385,725
-
Lisa C DierkerLISA C DIERKER
PROFESSOR
- Total calculated
- $370,009
- From this org
- $261,063
- From related orgs
- $0
- Other
- $108,946
- Hours/week
- 38
Schedule J breakdown matched by us
- Base
- $258,063
- Bonus
- $3,000
- Other
- $0
- Deferred
- $43,135
- Nontaxable benefits
- $65,811
- Filer's total
- $370,009
-
Ishita MukerjiISHITA MUKERJI
PROFESSOR
- Total calculated
- $362,317
- From this org
- $267,990
- From related orgs
- $0
- Other
- $94,327
- Hours/week
- 38
Schedule J breakdown matched by us
- Base
- $264,990
- Bonus
- $3,000
- Other
- $0
- Deferred
- $38,371
- Nontaxable benefits
- $55,956
- Filer's total
- $362,317
-
Sean McCannSEAN MCCANN
FMR CHAIR OF FACULTY
- Total calculated
- $252,880
- From this org
- $187,373
- From related orgs
- $0
- Other
- $65,507
- Hours/week
- 38
Schedule J breakdown matched by us
- Base
- $184,373
- Bonus
- $3,000
- Other
- $0
- Deferred
- $17,197
- Nontaxable benefits
- $48,310
- Filer's total
- $252,880
-
Gary ShawGARY SHAW
FMR CHAIR OF FACULTY
- Total calculated
- $242,090
- From this org
- $194,564
- From related orgs
- $0
- Other
- $47,526
- Hours/week
- 38
Schedule J breakdown matched by us
- Base
- $184,064
- Bonus
- $10,500
- Other
- $0
- Deferred
- $16,849
- Nontaxable benefits
- $30,677
- Filer's total
- $242,090
-
Andrea L PatalanoANDREA L PATALANO
FMR CHAIR OF FACULTY
- Total calculated
- $215,605
- From this org
- $170,660
- From related orgs
- $0
- Other
- $44,945
- Hours/week
- 38
Schedule J breakdown matched by us
- Base
- $167,660
- Bonus
- $3,000
- Other
- $0
- Deferred
- $15,001
- Nontaxable benefits
- $29,944
- Filer's total
- $215,605
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Housing allowance or residence for personal use
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- BENEFITS THE PRESIDENT AND VICE PRESIDENT FOR STUDENT AFFAIRS MUST LIVE ON CAMPUS AS A REQUIREMENT OF THEIR EMPLOYMENT AND THE FAIR MARKET VALUE OF THE HOUSING HAS BEEN INCLUDED AS A NON-TAXABLE FRINGE BENEFIT ON SCHEDULE J.
- PART I, LINE 7
- NON-FIXED PAYMENTS: PRESIDENT: THE PRESIDENT HAS AN INCENTIVE BONUS BASED ON FUNDRAISING TARGETS SET BY THE BOARD OF TRUSTEES EVERY YEAR. INVESTMENT OFFICE: 50% OF BONUSES ARE BASED ON QUANTITATIVE METRICS AND 50% ARE BASED ON A QUALITATIVE ASSESSMENT OF STAFF PERFORMANCE BY THE CIO AND BOARD OF TRUSTEES. OTHER: IN RECOGNITION OF EXTRAORDINARY EFFORTS IN THE FY23 FISCAL YEAR, ELIGIBLE EMPLOYEES RECEIVED A ONE-TIME $3,000 BONUS IN CALENDAR YEAR 2023.
- PART II, COLUMN D
- HOUSING ALLOWANCES THE FAIR MARKET VALUE OF HOUSING PROVIDED TO THE FOLLOWING INDIVIDUALS, AS A REQUIREMENT OF THEIR EMPLOYMENT, THAT IS REPORTED IN THEIR NONTAXABLE BENEFITS IS AS FOLLOWS: PRESIDENT: $84,741 VICE PRESIDENT FOR STUDENT AFFAIRS: $11,875
- PART II, COLUMN B(III)
- INCLUDED IN THE AMOUNT REPORTED AS REPORTABLE COMPENSATION FOR MICHAEL ROTH, $1,110,000 REPRESENTS AMOUNTS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION ON PRIOR YEARS' 990S AND IS THEREFORE REPORTED IN PART II, COLUMN (F). THIS COMPENSATION WAS ACCRUED IN FISCAL YEARS ENDING IN 2020 - 2023, AND WAS PAID IN FISCAL YEAR ENDING 2024.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
CITY OF MIDDLETOWN
$0
UNRESTRICTED
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CHARITABLE REMAINDER TRUST (1)
T · INVESTING · CT · controlled entity
-
CHARITABLE REMAINDER UNITRUST - CT (13)
T · INVESTING · CT · controlled entity
-
CHARITABLE REMAINDER UNITRUST - CA (1)
T · INVESTING · CA · controlled entity
-
POOLED INCOME FUND (2)
T · INVESTING · CT · controlled entity
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202531359349305048
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