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Nonprofiteer
← BRANDEIS UNIVERSITY

Form 990 for tax year 2024

Filed by BRANDEIS UNIVERSITY.

Totals

Total revenue
$496,910,407
Total expenses
$548,898,836
Contributions and grants received
$113,660,126
Grants paid
$135,888,163
Program service revenue
$369,361,116
Investment income
$8,996,502
Other revenue
$4,892,663
Total assets, end of year
$1,970,333,569
Total liabilities, end of year
$446,604,952
Net assets or fund balances, end of year
$1,523,728,617
Program services expenses (Part IX)
$477,535,922
Management and general expenses
$58,102,511
Fundraising expenses
$13,260,403
Program service expenses (Part III)
$477,535,922

Program services were 87.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • RONALD LIEBOWITZ

    PRESIDENT (THRU 11/1/24)

    Total calculated
    $1,371,189
    From this org
    $1,284,634
    From related orgs
    $0
    Other
    $86,555
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $822,290
    Bonus
    $0
    Other
    $462,344
    Deferred
    $34,500
    Nontaxable benefits
    $57,421
    Filer's total
    $1,376,555

  • ARTHUR LEVINE

    INTERIM PRESIDENT (AS OF 11/2024)

    Total calculated
    $160,945
    From this org
    $160,786
    From related orgs
    $0
    Other
    $159
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $145,046
    Bonus
    $0
    Other
    $15,740
    Deferred
    $0
    Nontaxable benefits
    $436
    Filer's total
    $161,222

  • LISA R KRANC

    TRUSTEE - CHAIR

    Total calculated
    $0
    Hours/week
    2

  • RONALD A RATNER

    TRUSTEE - VICE CHAIR (AS OF 7/2024)

    Total calculated
    $0
    Hours/week
    2

  • CYNTHIA D SHAPIRA

    TRUSTEE - VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • CURTIS H TEARTE

    TRUSTEE - VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • LESLIE M ARONZON

    TRUSTEE - SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • CYNTHIA L BERENSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN L BERGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DEBORAH BIAL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DANIEL H BLUMENTHAL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LEWIS H BROOKS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEVEN M BUNSON

    TRUSTEE (THRU 9/29/24)

    Total calculated
    $0
    Hours/week
    1

  • MERLE R CARRUS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • AMY L COHEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BARBARA A DORTCH-OKARA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NANCY A DREYER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SUSAN K FEIGENBAUM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MADALYN E FRIEDBERG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVID A HARRIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARJORIE HASS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DANIEL J JICK

    VICE CHAIR (THRU 6/2024), TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RONALD L KAISERMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ELLEN L KAPLAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN B KAY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARTIN R KUPFERBERG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SYLVIA M NEIL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MONIQUE L NELSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GREGORY A PETSKO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN R REINER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ADAM RIFKIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LEONARD X ROSENBERG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAY S RUDERMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DANIEL S RUEVEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KAREN RICHARDS SACHS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CAROL R SAIVETZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BARBARA Z SANDER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MINDY L SCHNEIDER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BRAM SHAPIRO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MALCOM L SHERMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TODD E SOLOWAY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARK A SURCHIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BARTON J WINOKUR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LEWIN C WRIGHT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BING-LE WU

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LAN XUE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVID L YALE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CAROL FIERKE

    PROVOST, EVP ACADEMIC AFFAIRS

    Total calculated
    $716,721
    From this org
    $648,588
    From related orgs
    $0
    Other
    $68,133
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $609,680
    Bonus
    $0
    Other
    $38,908
    Deferred
    $34,500
    Nontaxable benefits
    $36,585
    Filer's total
    $719,673

  • STEWART URETSKY

    EVP FINANCE AND ADMINISTRATION

    Total calculated
    $619,865
    From this org
    $585,365
    From related orgs
    $0
    Other
    $34,500
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $559,057
    Bonus
    $0
    Other
    $26,308
    Deferred
    $34,500
    Nontaxable benefits
    $3,049
    Filer's total
    $622,914

  • SAMUEL SOLOMON

    CFO, TREASURER

    Total calculated
    $461,266
    From this org
    $386,857
    From related orgs
    $0
    Other
    $74,409
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $374,892
    Bonus
    $0
    Other
    $11,965
    Deferred
    $34,500
    Nontaxable benefits
    $42,415
    Filer's total
    $463,772

  • ORLA O'BRIEN

    ASSISTANT SECRETARY

    Total calculated
    $156,757
    From this org
    $135,508
    From related orgs
    $0
    Other
    $21,249
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $134,956
    Bonus
    $0
    Other
    $552
    Deferred
    $14,089
    Nontaxable benefits
    $7,925
    Filer's total
    $157,522

  • TAREK SAGHIR

    CHIEF INVESTMENT OFFICER

    Total calculated
    $773,161
    From this org
    $707,896
    From related orgs
    $0
    Other
    $65,265
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $678,356
    Bonus
    $0
    Other
    $29,540
    Deferred
    $27,600
    Nontaxable benefits
    $42,055
    Filer's total
    $777,551

  • JAMES LA CRETA

    CHIEF INFORMATION OFFICER

    Total calculated
    $437,818
    From this org
    $377,566
    From related orgs
    $0
    Other
    $60,252
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $371,244
    Bonus
    $0
    Other
    $6,322
    Deferred
    $34,500
    Nontaxable benefits
    $28,921
    Filer's total
    $440,987

  • STEVEN LOCKE

    SVP, GENERAL COUNSEL

    Total calculated
    $430,906
    From this org
    $359,036
    From related orgs
    $0
    Other
    $71,870
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $349,831
    Bonus
    $0
    Other
    $9,205
    Deferred
    $34,500
    Nontaxable benefits
    $39,788
    Filer's total
    $433,324

  • LOIS STANLEY

    VP CAMPUS OPERATIONS

    Total calculated
    $368,367
    From this org
    $305,546
    From related orgs
    $0
    Other
    $62,821
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $298,410
    Bonus
    $0
    Other
    $7,136
    Deferred
    $31,693
    Nontaxable benefits
    $33,341
    Filer's total
    $370,580

  • ROBIN SWITZER

    VP HR

    Total calculated
    $319,914
    From this org
    $291,345
    From related orgs
    $0
    Other
    $28,569
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $285,062
    Bonus
    $0
    Other
    $6,283
    Deferred
    $28,569
    Nontaxable benefits
    $2,593
    Filer's total
    $322,507

  • HANNAH PETERS

    SVP INST ADVNCMNT (THRU 6/2024)

    Total calculated
    $307,002
    From this org
    $282,699
    From related orgs
    $0
    Other
    $24,303
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $243,033
    Bonus
    $0
    Other
    $39,666
    Deferred
    $24,303
    Nontaxable benefits
    $1,519
    Filer's total
    $308,521

  • MEREDITH AINBINDER

    CHIEF OF STAFF

    Total calculated
    $290,973
    From this org
    $235,054
    From related orgs
    $0
    Other
    $55,919
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $233,859
    Bonus
    $0
    Other
    $1,195
    Deferred
    $20,286
    Nontaxable benefits
    $37,343
    Filer's total
    $292,683

  • JENNIFER WALKER

    VP ENROLLMENT (AS OF 12/2024)

    Total calculated
    $287,861
    From this org
    $226,966
    From related orgs
    $0
    Other
    $60,895
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $226,606
    Bonus
    $0
    Other
    $360
    Deferred
    $19,422
    Nontaxable benefits
    $42,532
    Filer's total
    $288,920

  • STEVEN KAREL

    VICE PROVOST FOR RESEARCH

    Total calculated
    $285,685
    From this org
    $245,330
    From related orgs
    $0
    Other
    $40,355
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $239,881
    Bonus
    $0
    Other
    $5,449
    Deferred
    $24,590
    Nontaxable benefits
    $17,482
    Filer's total
    $287,402

  • JULIE JETTE

    SVP COMMUNICATIONS (THRU 7/2024)

    Total calculated
    $250,350
    From this org
    $198,273
    From related orgs
    $0
    Other
    $52,077
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $158,407
    Bonus
    $0
    Other
    $39,866
    Deferred
    $15,890
    Nontaxable benefits
    $37,048
    Filer's total
    $251,211

  • KATHRYN APPLEBY

    DEAN

    Total calculated
    $577,564
    From this org
    $507,141
    From related orgs
    $0
    Other
    $70,423
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $452,384
    Bonus
    $0
    Other
    $54,757
    Deferred
    $34,500
    Nontaxable benefits
    $38,665
    Filer's total
    $580,306

  • CHRIS HOFMANN

    DIRECTOR OF INVESTMENTS

    Total calculated
    $456,604
    From this org
    $409,234
    From related orgs
    $0
    Other
    $47,370
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $409,018
    Bonus
    $0
    Other
    $216
    Deferred
    $5,000
    Nontaxable benefits
    $45,556
    Filer's total
    $459,790

  • DEBARSHI NANDY

    FACULTY

    Total calculated
    $452,586
    From this org
    $366,731
    From related orgs
    $0
    Other
    $85,855
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $362,099
    Bonus
    $0
    Other
    $4,632
    Deferred
    $34,500
    Nontaxable benefits
    $52,728
    Filer's total
    $453,959

  • JEFFREY SHOULSON

    DEAN

    Total calculated
    $427,050
    From this org
    $377,266
    From related orgs
    $0
    Other
    $49,784
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $363,234
    Bonus
    $10,000
    Other
    $4,032
    Deferred
    $12,625
    Nontaxable benefits
    $38,674
    Filer's total
    $428,565

  • ANNA SCHERBINA

    FACULTY

    Total calculated
    $412,442
    From this org
    $375,694
    From related orgs
    $0
    Other
    $36,748
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $372,309
    Bonus
    $0
    Other
    $3,385
    Deferred
    $34,500
    Nontaxable benefits
    $3,521
    Filer's total
    $413,715

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 · Travel for companions
  • 1a · Housing allowance or residence for personal use
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
TRAVEL FOR COMPANIONS: DURING CALENDAR YEAR 2024, THE UNIVERSITY REIMBURSED PRESIDENT LIEBOWITZ FOR TRAVEL EXPENSES INCURRED BY HIS FAMILY WHILE CONDUCTING BUSINESS OF THE UNIVERSITY. SUCH REIMBURSEMENTS WERE MADE IN ACCORDANCE WITH UNIVERSITY POLICY. TRAVEL REIMBURSEMENTS FOR THE PRESIDENT'S FAMILY THAT ARE CONSIDERED PERSONAL IN NATURE ARE INCLUDED IN TAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II, COLUMN B(III). BUSINESS EXPENSE REIMBURSEMENTS ARE NOT TREATED AS TAXABLE COMPENSATION. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: THE UNIVERSITY PROVIDED PRESIDENT LIEBOWITZ AND INTERIM PRESIDENT LEVINE WITH A HOUSING ALLOWANCE PURSUANT TO THEIR EMPLOYMENT AGREEMENT. THE VALUE OF SUCH HOUSING WAS TREATED AS TAXABLE COMPENSATION. PERSONAL SERVICES: DURING CALENDAR YEAR 2024, THE UNIVERSITY REIMBURSED PRESIDENT LIEBOWITZ FOR PERSONAL LEGAL AND FINANCIAL SERVICE EXPENSES. THE AMOUNT PAID BY THE UNIVERSITY WAS TREATED AS TAXABLE COMPENSATION AND IS REPORTED ON SCHEDULE J, PART II, COLUMN B(III). OTHER BUSINESS EXPENSES: THE UNIVERSITY REIMBURSES ITS OFFICERS AND KEY EMPLOYEES FOR ORDINARY AND NECESSARY BUSINESS EXPENSES INCURRED WHILE CONDUCTING BUSINESS OF THE UNIVERSITY. SUCH REIMBURSEMENTS ARE MADE UNDER AN ACCOUNTABLE PLAN AND REQUIRE SUBSTANTIATION USING THE ORIGINAL EXPENSE DOCUMENTATION AND APPROVAL BY APPROPRIATE PARTIES AS AUTHORIZED UNDER UNIVERSITY POLICY.
PART I, LINES 4A-B
PART I, QUESTION 4A: SEVERANCE OR CHANGE OF CONTROL PAYMENT THE UNIVERSITY HAS AN EMPLOYMENT AND SEPARATION POLICY THAT COVERS MEMBERS OF THE SENIOR MANAGEMENT GROUP, WHICH PROVIDES SEVERANCE PROVISION FROM 4 WEEKS TO 20 WEEKS. SOME SENIOR MANAGEMENT MAY HAVE AN ADDITIONAL SEVERANCE PROVISION AS PART OF THEIR EMPLOYMENT ARRANGEMENT. JULIE JETTE, SVP COMMUNICATIONS, LEFT HER POSITION IN JULY 2024. AS PART OF HER SEPARATION AGREEMENT, MS. JETTE RECEIVED FOUR MONTHS OF SEVERANCE PAY, WHICH WAS INCLUDED IN HER W-2. PART I, QUESTION 4B: DEFERRED COMPENSATION ARRANGEMENT PRESIDENT LIEBOWITZ PARTICIPATES IN A NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT UNDER IRS CODE SECTION 457(F). IN ACCORDANCE WITH HIS EMPLOYMENT AGREEMENT, THE UNIVERSITY WILL CREDIT A DEFERRED COMPENSATION ACCOUNT ON JUNE 30TH OF EVERY YEAR BEGINNING ON JUNE 30, 2017. THE DEFERRED COMPENSATION ACCOUNT WILL VEST EVERY THREE YEARS CONTINGENT UPON CONTINUOUS EMPLOYMENT. A TOTAL OF $285,426 IN DEFERRED COMPENSATION WAS PAID OUT DURING CALENDAR YEAR 2024, WHICH INCLUDES DEFERRED COMPENSATION CREDITED FROM 2023-2024. DEFERRED COMPENSATION PAYOUT IS REPORTED ON SCHEDULE J, PART II, COLUMN B (III). DEFERRED COMPENSATION PAYOUT THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION CREDITS IN PRIOR FORMS 990 ARE REPORTED ON SCHEDULE J, PART II, COLUMN (C).

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

The 10 largest by cash amount. The API serves every itemized grant.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • PARTNERSHIP 1

    EXCLUDED · INVESTING · TX · 99.93% owned · share of income $17,795 · share of assets $1,961,453

    Directly controlled by BRANDEIS

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER TRUSTS (17)

    T · INVESTING · MA · controlled entity

  • CHARITABLE REMAINDER TRUSTS (1)

    T · INVESTING · FL · controlled entity

Provenance

Return type
form_990
Tax year
2024
Filed
6 May 2026
IRS schema version
2024v5.5
Source object
202611319349301651

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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