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Nonprofiteer
← UNIVERSITY OF NEW ENGLAND

Form 990 for tax year 2022

Filed by UNIVERSITY OF NEW ENGLAND.

Totals

Total revenue
$282,092,734
Total expenses
$240,884,585
Contributions and grants received
$27,383,345
Grants paid
$47,295,244
Program services expenses (Part IX)
$214,833,998
Management and general expenses
$22,983,200
Fundraising expenses
$3,067,387
Program service expenses (Part III)
$214,833,998

Program services were 89.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • James D Herbert

    President

    Total calculated
    $874,408
    From this org
    $717,518
    From related orgs
    $0
    Other
    $156,890
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $595,801
    Bonus
    $90,000
    Other
    $31,717
    Deferred
    $124,400
    Nontaxable benefits
    $32,490
    Filer's total
    $874,408

  • Daniel P McCormack

    Board Chair

    Total calculated
    $0
    Hours/week
    5

  • Regen Gallagher

    Board Vice Chair

    Total calculated
    $0
    Hours/week
    5

  • George M Locarno

    Secretary

    Total calculated
    $0
    Hours/week
    5

  • Cheri L Walker

    Treasurer

    Total calculated
    $0
    Hours/week
    5

  • David L Anderson

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Louise Bowditch

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • James Brady

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Calen B Colby

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Brenda C Garrand

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Fran Girard

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Joshua Golden

    Student Trustee

    Total calculated
    $1,590
    From this org
    $1,590
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Mark Haley

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Katherine Heer

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Mason Irving III

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Ethan Kennedy

    Student Trustee

    Total calculated
    $1,197
    From this org
    $1,197
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Marge L Kilkelly

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • E Story Cleland Landis

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Robert Leonard

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Mark Malone

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jean Ginn Marvin

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Julie Mostov

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Ford Reiche

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Justin H Schair

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Stephen Shannon

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Krystal Williams

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Diane Collins-Field

    Past Treasurer

    Total calculated
    $0
    Hours/week
    1

  • David J Barber

    Past Secretary

    Total calculated
    $0
    Hours/week
    1

  • Kaitlyn Quirk

    Past Student Trustee

    Total calculated
    $0
    Hours/week
    1

  • Brock Johndro

    Past Student Trustee

    Total calculated
    $0
    Hours/week
    1

  • Ralph de Chabert

    Past Board Member

    Total calculated
    $0
    Hours/week
    1

  • Kinna Thakakar

    Past Board Member

    Total calculated
    $0
    Hours/week
    1

  • Nicole L Labbe-Trufant

    Sr VP of Finance and Admin

    Total calculated
    $237,777
    From this org
    $208,845
    From related orgs
    $0
    Other
    $28,932
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,917
    Bonus
    $35,850
    Other
    $9,078
    Deferred
    $16,677
    Nontaxable benefits
    $12,255
    Filer's total
    $237,777

  • Philip Shapiro

    Interim Sr. VP of Finance & Admin

    Total calculated
    $180,246
    From this org
    $180,246
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,438
    Bonus
    $0
    Other
    $808
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $180,246

  • Karen Pardue

    Provost and SVP for Academic Affairs

    Total calculated
    $363,753
    From this org
    $301,777
    From related orgs
    $0
    Other
    $61,976
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $297,316
    Bonus
    $0
    Other
    $4,461
    Deferred
    $24,287
    Nontaxable benefits
    $37,689
    Filer's total
    $363,753

  • Guy A DeFeo

    Assoc. Dean for Clinical Education

    Total calculated
    $392,806
    From this org
    $272,317
    From related orgs
    $0
    Other
    $120,489
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $259,092
    Bonus
    $0
    Other
    $13,225
    Deferred
    $21,838
    Nontaxable benefits
    $98,651
    Filer's total
    $392,806

  • Stacey L Pierce-Talsma

    Assoc. Dean of Academic Affairs

    Total calculated
    $297,452
    From this org
    $265,551
    From related orgs
    $0
    Other
    $31,901
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $264,272
    Bonus
    $0
    Other
    $1,279
    Deferred
    $20,500
    Nontaxable benefits
    $11,401
    Filer's total
    $297,452

  • Nicole Kimmes

    Dean of College Dental Med.

    Total calculated
    $294,595
    From this org
    $252,871
    From related orgs
    $0
    Other
    $41,724
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,004
    Bonus
    $0
    Other
    $12,867
    Deferred
    $18,849
    Nontaxable benefits
    $22,875
    Filer's total
    $294,595

  • Kathryn Brandt

    Chair, Primary Care & Clinical Prof

    Total calculated
    $283,661
    From this org
    $241,329
    From related orgs
    $0
    Other
    $42,332
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $238,494
    Bonus
    $0
    Other
    $2,835
    Deferred
    $19,710
    Nontaxable benefits
    $22,622
    Filer's total
    $283,661

  • Jane E Carreiro

    Dean of College Osteopathic Medicine

    Total calculated
    $459,062
    From this org
    $417,542
    From related orgs
    $0
    Other
    $41,520
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $401,821
    Bonus
    $0
    Other
    $15,721
    Deferred
    $24,400
    Nontaxable benefits
    $17,120
    Filer's total
    $459,062

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 — 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 · Tax indemnification and gross-up payments
  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 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 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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
For the President: Social club dues, whose members are business leaders in the local community; housing residence provided for the convenience of the University; travel for companion of a family member for a bona fide business purpose of the University. Payments grossed up for inclusion in wages are (1) Social club dues for the president; (2) Cell phone allowances for top financial officers and two of the highest compensated employees. The allowance is available to all qualified employees; (3) Identify theft coverage for the president and top financial officers; (4) Service recognition award for one of the highest compensated employees. The recognition award is available to all qualified employees.
Part I, Line 4b
Line 4b - The President participates in a supplemental non-qualified retirement plan with unpaid current fiscal year benefits reported on Schedule J, Part II, Column C.
Part I, Line 7
Bonus pay was made to the President as approved by the Board of Trustees. Bonus pay was made to the Senior Vice President of Finance and Administration.

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

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
19 March 2024
IRS schema version
2022v5.0
Source object
202400809349301310

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

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