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← TRUSTEES OF THE COLLEGE OF THE HOLY CROSS

Form 990 for tax year 2022

Filed by TRUSTEES OF THE COLLEGE OF THE HOLY CROSS.

Totals

Total revenue
$308,222,391
Total expenses
$317,229,056
Contributions and grants received
$37,515,227
Grants paid
$74,712,627
Program service revenue
$240,829,325
Investment income
$29,595,607
Other revenue
$282,232
Total assets, end of year
$1,609,954,174
Total liabilities, end of year
$287,611,277
Net assets or fund balances, end of year
$1,322,342,897
Program services expenses (Part IX)
$274,930,292
Management and general expenses
$33,098,296
Fundraising expenses
$9,200,468
Program service expenses (Part III)
$274,930,292

Program services were 86.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • VINCENT D ROUGEAU

    PRESIDENT

    Total calculated
    $875,617
    From this org
    $727,825
    From related orgs
    $0
    Other
    $147,792
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $580,991
    Bonus
    $0
    Other
    $146,834
    Deferred
    $46,993
    Nontaxable benefits
    $100,799
    Filer's total
    $875,617

  • MEAH S AUSTIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • REV MARK G BOSCO S J

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • HELEN W BOUCHER MD

    TRUSTEE/CHAIR

    Total calculated
    $0
    Hours/week
    3

  • J CHRISTOPHER COLLINS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • EMMETT J DALY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • LORN C DAVIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • RICHARD S FLAHERTY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ANDREW J GARAVEL SJ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • REV C KEVIN GILLESPIE S J

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • REV MICHAEL CARL GILSON SJ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • LAURA CUTONE GODWIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • STANLEY E GRAYSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ROBERT A HARRINGTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • BRODERICK D JOHNSON

    TRUSTEE (THRU 01/2023)

    Total calculated
    $0
    Hours/week
    3

  • THOMAS P JOYCE JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • REV GREGORY A KALSCHEUR S J

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ROBERT L KEANE SJ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • JAMES W KEYES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • LINDA M LEMURA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • STEPHANIE COLEMAN LINNARTZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • STEPHEN A LOVELETTE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • CHERYL A MARTIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • SHAUN P MATHEWS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • EDWIN J MCLAUGHLIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • CHRISTOPHER M MILLARD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • JAMES F MOONEY III

    TRUSTEE/VICE CHAIR

    Total calculated
    $0
    Hours/week
    3

  • R MICHAEL MORAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • JOHN P MULLMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • REV PETER NGUYEN SJ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • DONNA MURPHY O'BRIEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • NALANI RAMOS RUIZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • SR BARBARA J ROGERS RSCJ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • FRANCINE ROSADO-CRUZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • STEPHEN P SKINNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • BEATRIZ PINA SMITH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • SUZANNE K STREETER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • JOHN J SUYDAM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • BRENDAN J SWORDS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • TANIA TETLOW JD

    TRUSTEE (THRU 09/2022)

    Total calculated
    $0
    Hours/week
    3

  • HON HARRY K THOMAS JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ELIZABETH DIONNE

    AVP FOR FINANCE & ASST TREASURER

    Total calculated
    $234,788
    From this org
    $194,199
    From related orgs
    $0
    Other
    $40,589
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $184,943
    Bonus
    $8,525
    Other
    $731
    Deferred
    $19,786
    Nontaxable benefits
    $20,803
    Filer's total
    $234,788

  • DOROTHY A HAUVER

    SVP OF ADMIN & FINANCE/TREASURER

    Total calculated
    $538,272
    From this org
    $440,248
    From related orgs
    $0
    Other
    $98,024
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $401,961
    Bonus
    $16,225
    Other
    $22,062
    Deferred
    $33,660
    Nontaxable benefits
    $64,364
    Filer's total
    $538,272

  • HEATHER HAYES

    SENIOR VP & CHIEF OF STAFF

    Total calculated
    $329,649
    From this org
    $292,429
    From related orgs
    $0
    Other
    $37,220
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $240,419
    Bonus
    $13,825
    Other
    $38,185
    Deferred
    $28,440
    Nontaxable benefits
    $8,780
    Filer's total
    $329,649

  • MELANIE MITCHELL-PUCHULU

    SR EXEC ASST FOR PRES. & ASST SEC.

    Total calculated
    $144,264
    From this org
    $100,537
    From related orgs
    $0
    Other
    $43,727
    Hours/week
    45

  • DANIEL RICCIARDI

    AVP AND ASST TREASURER

    Total calculated
    $241,306
    From this org
    $182,669
    From related orgs
    $0
    Other
    $58,637
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $176,640
    Bonus
    $5,335
    Other
    $694
    Deferred
    $20,100
    Nontaxable benefits
    $38,537
    Filer's total
    $241,306

  • TRACY BARLOK

    VP FOR ADVANCEMENT (THRU 07/2022)

    Total calculated
    $485,347
    From this org
    $442,510
    From related orgs
    $0
    Other
    $42,837
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $192,984
    Bonus
    $52,317
    Other
    $197,209
    Deferred
    $20,785
    Nontaxable benefits
    $22,052
    Filer's total
    $485,347

  • MARGARET FREIJE

    PRVST&DEAN OF COLLEGE THRU 6/22/PROF

    Total calculated
    $393,142
    From this org
    $324,725
    From related orgs
    $0
    Other
    $68,417
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $315,680
    Bonus
    $4,800
    Other
    $4,245
    Deferred
    $33,660
    Nontaxable benefits
    $34,757
    Filer's total
    $393,142

  • MARISA GREGG

    VP OF COMMUNICATIONS (THRU 06/2022)

    Total calculated
    $271,055
    From this org
    $259,978
    From related orgs
    $0
    Other
    $11,077
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $109,480
    Bonus
    $21,437
    Other
    $129,061
    Deferred
    $10,900
    Nontaxable benefits
    $177
    Filer's total
    $271,055

  • MICHELE MURRAY

    SVP OF STUDENT AFFAIRS/DOS

    Total calculated
    $315,828
    From this org
    $263,652
    From related orgs
    $0
    Other
    $52,176
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $258,373
    Bonus
    $3,750
    Other
    $1,529
    Deferred
    $28,260
    Nontaxable benefits
    $23,916
    Filer's total
    $315,828

  • CHARLES ANDERTON

    PROFESSOR (THRU 09/2022)

    Total calculated
    $315,793
    From this org
    $292,105
    From related orgs
    $0
    Other
    $23,688
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $44,428
    Bonus
    $2,450
    Other
    $245,227
    Deferred
    $8,705
    Nontaxable benefits
    $14,983
    Filer's total
    $315,793

  • ELIZABETH SMALL

    VP, GENERAL COUNSEL

    Total calculated
    $387,971
    From this org
    $305,910
    From related orgs
    $0
    Other
    $82,061
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $298,704
    Bonus
    $4,395
    Other
    $2,811
    Deferred
    $33,660
    Nontaxable benefits
    $48,401
    Filer's total
    $387,971

  • ROBERT CHESNEY

    HEAD FOOTBALL COACH

    Total calculated
    $367,865
    From this org
    $300,636
    From related orgs
    $0
    Other
    $67,229
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $293,709
    Bonus
    $4,725
    Other
    $2,202
    Deferred
    $33,648
    Nontaxable benefits
    $33,581
    Filer's total
    $367,865

  • DAVID CHU

    DIR OF CERTIFICATE PROG (THRU 07/22)

    Total calculated
    $408,573
    From this org
    $383,593
    From related orgs
    $0
    Other
    $24,980
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $78,046
    Bonus
    $3,245
    Other
    $302,302
    Deferred
    $10,802
    Nontaxable benefits
    $14,178
    Filer's total
    $408,573

  • BRETT NELSON

    HEAD MEN'S BASKETBALL COACH

    Total calculated
    $418,732
    From this org
    $356,198
    From related orgs
    $0
    Other
    $62,534
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $349,529
    Bonus
    $5,280
    Other
    $1,389
    Deferred
    $33,660
    Nontaxable benefits
    $28,874
    Filer's total
    $418,732

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 · First-class or charter travel
  • 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 · 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
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
HOUSING ALLOWANCE: THE PRESIDENT RECEIVED A HOUSING ALLOWANCE IN CALENDAR YEAR 2022. THIS AMOUNT IS INCLUDE ON SCHEDULE J, PART II, COLUMN B(III). FIRST CLASS TRAVEL: THE PRESIDENT HAD A TRAIN RIDE WHERE HE TRAVELED FIRST CLASS DURING CALENDAR YEAR 2022.
PART I, LINES 4A-B
LINE 4A: FORMER VICE PRESIDENT FOR ADVANCEMENT, TRACY BARLOK, SEPARATED FROM THE ORGANIZATION IN JULY OF 2022. PURSUANT TO HER AGREEMENT, SHE RECEIVED SEVERANCE PAYMENTS IN CALENDAR YEAR 2022. THIS AMOUNT IS REPORTED ON SCHEDULE J, PART II, COLUMN B(III). FORMER VICE PRESIDENT FOR MARKETING AND COMMUNICATIONS, MARISA GREGG, SEPARATED FROM THE ORGANIZATION IN JULY OF 2022. PURSUANT TO HER AGREEMENT, SHE RECEIVED SEVERANCE PAYMENTS IN CALENDAR YEAR 2022. THIS AMOUNT IS REPORTED ON SCHEDULE J, PART II, COLUMN B(III). THE COLLEGE HAS ESTABLISHED A VOLUNTARY EARLY RETIREMENT PROGRAM FOR TENURED FACULTY MEMBERS WHO HAVE COMPLETED FIFTEEN YEARS OF SERVICE AND ATTAINED THE AGE OF SIXTY-TWO. ELIGIBLE FACULTY MEMBERS ARE ENTITLED TO A PERCENTAGE PAYOUT THAT DECREASES WITH AGE. IN ADDITION, ELIGIBLE FACULTY MEMBERS ARE ABLE TO REMAIN ENROLLED IN THE COLLEGE'S AVAILABLE MEDICAL HEALTH PLANS. CHARLES ANDERTON RETIRED IN SEPTEMBER 2022 AND RECEIVED $204,025 IN OTHER REPORTABLE COMPENSATION AS PART OF THE COLLEGE'S EARLY RETIREMENT PROGRAM. DAVID CHU RETIRED IN JULY 2022 AND RECEIVED $250,879 IN OTHER REPORTABLE COMPENSATION AS PART OF THE COLLEGE'S EARLY RETIREMENT PROGRAM. THERE ARE NO OTHER AMOUNTS TO BE PAID. LINE 4B: THE PRESIDENT PARTICIPATES IN A NON-QUALIFIED DEFERRED COMPENSATION ARRANGEMENT. AMOUNTS ACCRUED UNDER THE ARRANGEMENT IN CALENDAR YEAR 2022 ARE INCLUDED ON SCHEDULE J, PART II, COLUMN C.
PART I, LINE 7
NON-FIXED PAYMENTS ON OCCASION CERTAIN INDIVIDUALS MAY RECEIVE BONUSES RELATED TO MERIT AND RETENTION. THESE PAYMENTS ARE REVIEWED AND APPROVED AS PART OF THE OVERALL COMPENSATION FOR EACH RESPECTIVE INDIVIDUAL.

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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related corporations and trusts

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

  • CHARITABLE REMAINDER TRUSTS (8)

    T · CHAR REMAINDE · MA

Provenance

Return type
form_990
Tax year
2022
Filed
6 May 2024
IRS schema version
2022v5.0
Source object
202421279349301562

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