2025-01-15T10:09:15-06:00 2024-05-31 263753134 CBIZ ADVISORS LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2023-06-01 042620216 WILLIAM JAMES COLLEGE INC WILL 6173276777 ONE WELLS AVENUE 400 NEWTON MA 02459 DANIEL BRENT TREASURER AND CLERK 6173276777 2025-01-15 1 1 BRENDA L BOOTH P01342395 6177610600 2025-01-15 2023 2024-10-15 13:58:12Z NICHOLAS COVINO ONE WELLS AVENUE 400 NEWTON MA 02459 48389863 0 X WWW.WILLIAMJAMES.EDU X 1974 MA WILLIAM JAMES COLLEGE STRIVES TO BE A PREEMINENT SCHOOL OF PSYCHOLOGY THAT INTEGRATES RIGOROUS ACADEMIC INSTRUCTION WITH EXTENSIVE FIELD EDUCATION AND CLOSE ATTENTION TO PROFESSIONAL DEVELOPMENT. WE ASSUME AN ONGOING SOCIAL RESPONSIBILITY TO CREATE PROGRAMS TO EDUCATE SPECIALISTS OF MANY DISCIPLINES TO MEET THE EVOLVING MENTAL HEALTH NEEDS OF SOCIETY. 16 16 837 19 -11382 0 8709172 11280205 35691812 36245084 516468 719597 -16800 -15408 44900652 48229478 3769777 4195971 0 0 30100601 31354807 0 0 526268 9968727 10740688 43839105 46291466 1061547 1938012 50241420 58037995 26146197 30153920 24095223 27884075 X WILLIAM JAMES COLLEGE STRIVES TO BE A PREEMINENT COLLEGE OF PSYCHOLOGY THAT INTEGRATES RIGOROUS ACADEMIC INSTRUCTION WITH EXTENSIVE FIELD EDUCATION AND CLOSE ATTENTION TO PROFESSIONAL DEVELOPMENT. WE ASSUME AN ONGOING SOCIAL RESPONSIBILITY TO CREATE PROGRAMS TO EDUCATE SPECIALISTS OF MANY DISCIPLINES TO MEET THE EVOLVING MENTAL HEALTH NEEDS OF SOCIETY. 0 0 41418438 4195971 36245084 ADVANCED DEGREE EDUCATIONAL INSTITUTION FOR PSYCHOLOGY (APPROXIMATELY 575 FULL-TIME AND 275 PART-TIME STUDENTS).ACADEMIC PROGRAMS: WILLIAM JAMES COLLEGE OFFERS INNOVATIVE ACADEMIC PROGRAMS THAT TRAIN PRACTITIONERS WHO ARE SENSITIVE TO UNDERSERVED POPULATIONS AND IS COMMITTED TO MAINTAINING AN ENVIRONMENT WHICH ACKNOWLEDGES AND RESPECTS CULTURAL AND INDIVIDUAL DIFFERENCES. AN INTEGRATIVE CURRICULUM OF CONCURRENT FIELD TRAINING AND ACADEMIC EXPERIENCE IMPARTS KNOWLEDGE AND SKILLS RELEVANT TO HUMAN DIVERSITY.DEGREE PROGRAMS:- DOCTOR OF PSYCHOLOGY- DOCTOR OF PSYCHOLOGY IN SCHOOL PSYCHOLOGY- DOCTOR OF PSYCHOLOGY IN LEADERSHIP PSYCHOLOGY- MASTER OF ARTS IN CLINICAL MENTAL HEALTH COUNSELING- MASTER OF ARTS IN ORGANIZATIONAL PSYCHOLOGY- MASTER OF ARTS IN PROFESSIONAL PSYCHOLOGY- MASTER OF ARTS IN APPLIED BEHAVIOR ANALYSIS- MASTER OF ARTS IN PSYCHOLOGY- BACHELOR OF SCIENCE IN PSYCHOLOGY AND HUMAN SERVICES- CERTIFICATE OF ADVANCED GRADUATE STUDIES IN SCHOOL PSYCHOLOGY- GRADUATE CERTIFICATE IN EXECUTIVE COACHING- CONTINUING EDUCATION, PREPATORY AND NON-MATRICULATING COURSES- CERTIFICATE IN APPLIED BEHAVIOR ANALYSIS AND GRADUATE CERTIFICATE IN SCHOOL LEADERSHIP - GRADUATE CERTIFICATE IN CRISIS RESPONSE IN BEHAVIORAL HEALTH- GRADUATE CERTIFICATE IN LEADING TRANSFORMATIVE MENTAL HEALTH IN SCHOOLSTHE COORDINATION OF THE ACADEMIC CLASSROOM EXPERIENCE AND FIELD PLACEMENT IS THE FOUNDATION FOR THE COHESIVE AND COMPREHENSIVE EDUCATIONAL PROGRAM AT WILLIAM JAMES COLLEGE. THE ACADEMIC EMPHASIS ON PROFESSIONAL PRACTICE, OPPORTUNITY TO APPLY CLASSROOM LEARNING IN THE FIELD, AND SEMINARS DESIGNED TO INTEGRATE CLASSROOM AND FIELD PLACEMENT EXPERIENCE ALL CONTRIBUTE TO THIS PURPOSE. FIELD PLACEMENT SITES, SELECTED AND DEVELOPED BY THE FIELD PLACEMENT STAFF, ARE COMPATIBLE WITH THE EDUCATIONAL OBJECTIVES OF THE COLLEGE. EACH STUDENT'S FIELD PLACEMENT COMBINES THEORY AND PRACTICE, AND MAXIMIZES THE STUDENT'S PROFESSIONAL DEVELOPMENT.SOME OF THE MOST EXCITING AND ENRICHING LEARNING OPPORTUNITIES TAKE PLACE IN WILLIAM JAMES COLLEGE'S FIELD PLACEMENT PROGRAM. WITH OVER 350 SITES TO CHOOSE FROM ACROSS THE WILLIAM JAMES COLLEGE TRAINING PROGRAMS, STUDENTS RECEIVE TRAINING IN A BROAD ARRAY OF CONTEXTS IN WHICH PROFESSIONAL PSYCHOLOGISTS PRACTICE. OUR INTEGRATED MODEL INCLUDES AN INTERNSHIP EXPERIENCE IN THE IMMEDIATE OR SURROUNDING AREA THAT IS CONSISTENT WITH THE STUDENT'S TRAINING GOALS AND OBJECTIVES. 41418438 1 1 0 1 0 0 0 1 0 1 1 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 177 0 1 837 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X DANIEL BRENT TREASURER AND CLERK 6175649336 ONE WELLS AVENUE NEWTON MA 02459 DONALD SIEGEL TRUSTEE 5.00 0.00 X 0 0 0 ANN CARTER CHAIR 5.00 0.00 X 0 0 0 CATHERINE COLINVAUX TRUSTEE 5.00 0.00 X 0 0 0 CHIP DOUGLAS TRUSTEE 5.00 0.00 X 0 0 0 EUGENE D'ANGELO VICE CHAIR 5.00 0.00 X 0 0 0 SHANI DOWD TRUSTEE (UNTIL OCT. 2023) 5.00 0.00 X 0 0 0 MARCOS ESPINEL TRUSTEE (UNTIL OCT. 2023) 5.00 0.00 X 0 0 0 STEVEN FISCHMAN TRUSTEE 5.00 0.00 X 0 0 0 THOMAS LOCKERBY TRUSTEE 5.00 0.00 X 0 0 0 ELINOR SVENSON TRUSTEE 5.00 0.00 X 0 0 0 JOHN ZONA TRUSTEE (UNTIL OCT. 2023) 5.00 0.00 X 0 0 0 ANDREW GARIBALDI TRUSTEE 5.00 0.00 X 0 0 0 MARC JOHNSON TRUSTEE 5.00 0.00 X 0 0 0 ANDREW FREEDMAN TRUSTEE 5.00 0.00 X 0 0 0 PETER HORMAN TRUSTEE 5.00 0.00 X 0 0 0 STUART KOMAN TRUSTEE 5.00 0.00 X 0 0 0 ONEEKA WILLIAMS TRUSTEE 5.00 0.00 X 0 0 0 MICHAEL JELINEK TRUSTEE 5.00 0.00 X 0 0 0 SHARON SHAPIRO TRUSTEE 5.00 0.00 X 0 0 0 NICHOLAS COVINO PRESIDENT 50.00 5.00 X 784140 0 69437 DANIEL BRENT TREASURER AND CLERK 50.00 5.00 X 293846 0 7926 EVANGELIA MANOLIS ASSISTANT CLERK 50.00 0.00 X 118693 0 21384 STACEY LAMBERT VICE PRESIDENT OF ACADEMIC AFFAIRS 50.00 5.00 X 288632 0 28090 NILDA LABOY ASS. VP FOR ACADEMIC AFFAIRS 50.00 0.00 X 212741 0 23417 GEMIMA ST LOUIS ASS. VP FOR WORKFORCE INITIATIVES 50.00 0.00 X 246340 0 46834 DANIEL TIERNEY VICE PRESIDENT OF BUSINESS DEVELOPMENT AND STRATEG 50.00 0.00 X 257667 0 4000 NADJA LOPEZ EXECUTIVE DIRECTOR, BHELS 50.00 0.00 X 188528 0 44970 2390587 0 246058 87 0 1 0 VALIDATED INSIGHTS 961 CUMBERLAND LANE BUFFALO GROVE IL 60603 MARKETING 637390 VONT LLC 17 ASH STREET WESTBROOK ME 04092 MARKETING 615733 ANTHOLOGY 5201 CONGRESS AVENUE BOCA RATON FL 33487 SOFTWARE 193288 GOULSTON & STORRS 400 ATLANTIC AVENUE BOSTON MA 02110 LEGAL 135030 RASKY PARTNERS 14 BEACON STREET BOSTON MA 02108 CONSULTING 127469 5 9477937 1802268 11280205 TUITION AND FEES 611710 32285381 32285381 FEES FOR SERVICES 611710 3959703 3959703 36245084 719597 719597 144977 160385 -15408 -15408 -11382 -4026 48229478 36245084 -11382 715571 4195971 4195971 1196680 1196680 25184715 24014290 896389 274036 672000 640000 28000 4000 2592835 2295890 262589 34356 1708577 1573955 114059 20563 193219 193219 89799 89799 84485 84485 115422 115422 2045447 1830145 88022 127280 1670229 1670229 1234273 718135 513337 2801 1038711 869963 142524 26224 766594 676195 79926 10473 191203 186646 4400 157 229188 181604 47316 268 536997 484629 46301 6067 1773978 1600979 152956 20043 291336 291336 LIBRARY 479807 479807 46291466 41418438 4346760 526268 1838673 4576868 3848366 2864143 2982 0 2499208 3196774 632532 719587 38403192 10860948 24591180 27542244 16828479 19138379 50241420 58037995 3399360 3127019 4076815 4330006 18670022 22696895 26146197 30153920 X 22684803 26529664 1410420 1354411 24095223 27884075 50241420 58037995 1938012 1850840 0 X 0 1 X 1 1 1 X 4480008 7796556 6021150 8709172 11280205 38287091 4480008 7796556 6021150 8709172 11280205 38287091 38287091 414190 468899 323543 505053 852574 2564259 0 96142 96142 40947492 165002457 0.93500 0.93060 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2019 AMOUNT: $ 96,142. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 84485 84485 45680713 45765198 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 63325 63000 64700 84485 275510 250000 250000 250000 250000 1000000 1500000 PART II-A, LINE 1, LOBBYING EXPENDITURES: CRAVEN & OBER POLICY STRATEGISTS, LLC IS A PROFESSIONAL REGISTERED LOBBYIST. THE SERVICES RELATE PRIMARILY TO CONSULTATION AND ADVOCACY RELATED TO STATE BUDGETARY MATTERS. CRAVEN & OBER POLICY STRATEGISTS, LLC IS LOCATED AT 6 BEACON STREET, SUITE 600, BOSTON, MASSACHUSETTS. 0 167200 X IMPROVE LEARNING ENVIRONMEN 0 927410 2500 145257 51383 0 1023784 990297 2500 -14004 51383 927410 1165267 2500 -127573 49897 990297 927441 283880 46054 1165267 901106 12500 58247 44412 927441 0.00000 0.63050 0.36950 0 0 4618064 4618064 13433766 3806233 9627533 15988984 3806328 12182656 1510858 1510858 0 2851520 1737529 1113991 27542244 X 45929310 1850840 160385 2011225 43918085 115422 4195971 4311393 48229478 42140458 160385 160385 41980073 115422 4195971 4311393 46291466 PART III, LINE 4: DONATED ARTWORK PROVIDES A COMFORTABLE ENVIRONMENT FOR LEARNING. THE ARTWORK ALSO PROVIDES A STIMULUS FOR THOUGHT, CONVERSATION AND INTERACTION AMONGST STUDENTS AND FACULTY OF THE COLLEGE. PART V, LINE 4: THE COLLEGE INTENDS TO USE ITS ENDOWMENT FUNDS TO SUPPORT THE FUTURE MISSION OF THE COLLEGE. PART X, LINE 2: THE COLLEGE ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE COLLEGE HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AS A TAX POSITION; HOWEVER, THE COLLEGE HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE COLLEGE IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE COLLEGE'S FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 160,385. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,195,971. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 160,385. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,195,971. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 ADVERTISEMENT IS PLACED IN THE BOSTON GLOBE NEWSPAPER WHICH INCLUDES THE LANGUAGE, "MINORITIES ENCOURAGED TO APPLY". SCHEDULE E, PART I, LINE 6 FEDERAL DIRECT STUDENT LOAN PROGRAM: 25,648,964 FEDERAL WORK-STUDY PROGRAM: 331,035 FEDERAL PELL GRANT PROGRAM: 66,003 FEDERAL SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS: 22,000 TOTAL: 26,068,002 1 FINANCIAL ASSISTANCE TO STUDENTS 408 4195971 FMV CREDIT TO STUDENT ACCOUNTS PART I, LINE 2: THE COLLEGE PROVIDES ONGOING OVERSIGHT AND MONITORING TO ASSURE THE ACHIEVEMENT OF THE INTENDED PURPOSES AND TIMELY EXPENDITURES OF GRANT FUNDS. X X X X X X 0 0 0 0 0 0 0 1 0 NICHOLAS COVINO PRESIDENT 685960 0 92000 0 6180 0 26500 0 42937 0 853577 0 0 0 STACEY LAMBERT VICE PRESIDENT OF ACADEMIC AFFAIRS 285942 0 2000 0 690 0 4000 0 24090 0 316722 0 0 0 DANIEL BRENT TREASURER AND CLERK 289546 0 4000 0 300 0 4000 0 3926 0 301772 0 0 0 GEMIMA ST LOUIS ASS. VP FOR WORKFORCE INITIATIVES 243050 0 2000 0 1290 0 4000 0 42834 0 293174 0 0 0 DANIEL TIERNEY VICE PRESIDENT OF BUSINESS DEVELOPME 255367 0 2000 0 300 0 4000 0 0 0 261667 0 0 0 NILDA LABOY ASS. VP FOR ACADEMIC AFFAIRS 209451 0 2000 0 1290 0 4000 0 19417 0 236158 0 0 0 NADJA LOPEZ EXECUTIVE DIRECTOR, BHELS 185898 0 2000 0 630 0 4000 0 40970 0 233498 0 0 0 PART I, LINE 7 ALL FULL-TIME EMPLOYEES WERE AWARDED A ONE-TIME BOARD APPROVED BONUS OF $2,000 IN JANUARY 2023. THE PRESIDENT WAS AWARDED A BONUS APPROVED BY THE BOARD. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 000000000 2021-05-28 22885000 TO REFINANCE BUILDING 0 0 0 A 23885000 245639 22639361 2021 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE COMPLETED FORM 990, INCLUDING ALL SCHEDULES AND ATTACHMENTS IS PRESENTED FIRST TO THE ORGANIZATION'S FINANCE COMMITTEE AND THEN TO THE EXECUTIVE COMMITTEE FOR REVIEW. UPON APPROVAL, THE 990 IS PRESENTED TO THE BOARD OF DIRECTORS WITH THE FINANCE AND EXECUTIVE COMMITTEES' RECOMMENDATION FOR APPROVAL. ONCE APPROVED, THE 990 IS SIGNED AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, KEY EMPLOYEES AND TRUSTEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE . THE CLERK REVIEWS THE QUESTIONAIRES FOR CONFLICTS. INDIVIDUALS WITH CONFLICTS ARE BARRED FROM VOTING OR PARTICIPATING IN CONFLICTING MATTERS. CONFLICTS ARE DISCLOSED IN THE ANNUAL AUDITED FINANCIAL STATEMENTS AND IN THE 990. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PRESIDENT, TREASURER AND CLERK ARE DETERMINED BY THE GOVERNANACE COMMITTEE OF THE BOARD. THE COMMITTEE CONSIDERS COMPARATIVE DATA OF SIMILAR POSITIONS OF COMPARABLE SIZED COLLEGES IN THE REGIONS. FOR THE PRESIDENT AND TREASURER, THE COLLEGE ALSO ENGAGED AN OUTSIDE CONSULTANT TO HELP IN THE PROCESS. THE DELIBERATIONS AND DECISIONS OF THE COMMITTEE ARE DOCUMENTED CONTEMPORANEOUSLY. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS AND FORM 990 CAN BE OBTAINED BY THE GENERAL PUBLIC VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS NOT AVAILABLE TO THE GENERAL PUBLIC, BUT AVAILABLE UPON REQUEST. M GORMAN PSYCHOLOGICAL ASSOCIATES INC ONE WELLS AVENUE NEWTON MA 02459 841669692 PROVIDE PSYCHO-EDUCATIONAL ASSESSMENTS, PSYCHOTHERAPY AND PSYCHOLOGICAL MA 501(C)(3) LINE 12A, I WILLIAM JAMES COLLEGE INC 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 M GORMAN PSYCHOLOGY ASSOCIATES INC L 1853307 BOOK VALUE