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← TUFTS UNIVERSITY EMPLOYEE BENEFITS TR 060194 PRHB

Form 990 for tax year 2023

Filed by TUFTS UNIVERSITY EMPLOYEE BENEFITS TR 060194 PRHB.

Totals

Total revenue
$1,184,059
Total expenses
$1,105,405
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$1,105,405
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$1,105,405

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • James M Hurley

    CFO,VP-Finance & Treasurer

    Total calculated
    $549,949
    From this org
    $0
    From related orgs
    $497,027
    Other
    $52,922
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $468,058 related
    Bonus
    $0
    Other
    $0 + $28,969 related
    Deferred
    $0 + $41,490 related
    Nontaxable benefits
    $0 + $11,432 related
    Filer's total
    $0 + $549,949 related

  • Jonathan Pearsall

    University Controller - Start Date 1/1/2024

    Total calculated
    $361,593
    From this org
    $0
    From related orgs
    $323,028
    Other
    $38,565
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $293,361 related
    Bonus
    $0
    Other
    $0 + $29,667 related
    Deferred
    $0 + $25,091 related
    Nontaxable benefits
    $0 + $13,474 related
    Filer's total
    $0 + $361,593 related

  • Lisa Halpert

    Sr Director, Finance & Planning - END DATE 12/31/2023

    Total calculated
    $290,355
    From this org
    $0
    From related orgs
    $236,551
    Other
    $53,804
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $214,082 related
    Bonus
    $0
    Other
    $0 + $22,469 related
    Deferred
    $0 + $27,130 related
    Nontaxable benefits
    $0 + $26,674 related
    Filer's total
    $0 + $290,355 related

  • Robbyn W Dewar

    Benefits Programs and Compliance Director

    Total calculated
    $201,709
    From this org
    $0
    From related orgs
    $159,525
    Other
    $42,184
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $157,266 related
    Bonus
    $0 + $1,653 related
    Other
    $0 + $606 related
    Deferred
    $0 + $17,046 related
    Nontaxable benefits
    $0 + $25,138 related
    Filer's total
    $0 + $201,709 related

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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

Schedule J, Part II SCH J. PART II
THE TUFTS UNIVERSITY EMPLOYEE BENEFIT TRUST (THE PLAN) DOES NOT HAVE ITS OWN EMPLOYEES. ALL DISCLOSED INDIVIDUALS ON SCHEDULE J ARE PAID EMPLOYEES OF THE PLAN SPONSOR, TRUSTEES OF TUFTS COLLEGE (TUFTS), WHICH IS ALSO A RELATED ORGANIZATION TO THE PLAN.

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
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202531329349305853

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

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