2026-01-21T18:00:35-06:00 2025-05-31 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2024-06-01 042620216 WILLIAM JAMES COLLEGE INC WILL 6173276777 ONE WELLS AVENUE 400 NEWTON MA 02459 DANIEL BRENT TREASURER AND CLERK 6173276777 2026-01-19 1 1 BRENDA L BOOTH P01342395 6178075000 2026-01-19 2024 2025-03-06 01:10:19Z NICHOLAS COVINO ONE WELLS AVENUE 400 NEWTON MA 02459 53662013 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 16 770 16 -13035 0 11280205 11681701 36245084 38605219 719597 1435468 -15408 66592 48229478 51788980 4195971 5059346 0 0 31354807 33108156 0 0 627187 10740688 11828107 46291466 49995609 1938012 1793371 58037995 61491197 30153920 31186793 27884075 30304404 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 44686734 5059346 38605219 ADVANCED DEGREE EDUCATIONAL INSTITUTION FOR PSYCHOLOGY (APPROXIMATELY 950 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. 44686734 1 1 0 1 0 0 0 1 0 1 1 0 0 0 0 1 0 1 1 0 0 0 0 0 1 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 1 264 0 1 770 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 ANN CARTER CHAIR 5.00 0.00 X 0 0 0 EUGENE D'ANGELO VICE 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 MICHAEL JELLINEK TRUSTEE 5.00 0.00 X 0 0 0 SHARON SHAPIRO TRUSTEE 5.00 0.00 X 0 0 0 STEVEN FISCHMAN TRUSTEE 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 THOMAS LOCKERBY TRUSTEE 5.00 0.00 X 0 0 0 DONALD SIEGEL TRUSTEE 5.00 0.00 X 0 0 0 ELINOR SVENSON TRUSTEE 5.00 0.00 X 0 0 0 ONEEKA WILLIAMS 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 NICHOLAS COVINO PRESIDENT 50.00 5.00 X 714030 0 72943 DANIEL BRENT TREASURER AND CLERK 50.00 5.00 X 299861 0 9159 SHANNON LLORENTTY ASSISTANT CLERK 50.00 0.00 X 80003 0 9852 STACEY LAMBERT VICE PRESIDENT OF ACADEMIC AFFAIRS 50.00 5.00 X 293942 0 46022 DANIEL TIERNEY VP OF BUSINESS DEVELOPMENT 50.00 0.00 X 265619 0 4000 NILDA LABOY ASS. VP FOR ACADEMIC AFFAIRS 50.00 0.00 X 225655 0 24264 EVAN GRENIER ASS. VP OF ENROLLMENT MGMT. 50.00 0.00 X 180763 0 5248 GEMIMA ST LOUIS VP FOR WORKFORCE INITIATIVES 50.00 0.00 X 256955 0 48110 2316828 0 219598 93 0 1 0 VONT LLC 17 ASH STREET WESTBROOK ME 04092 MARKETING 1092378 GOULSTON & STORRS 400 ATLANTIC AVENUE BOSTON MA 02110 LEGAL 313865 RASKY PARTNERS 14 BEACON STREET BOSTON MA 02108 CONSULTING 129330 HOLLISTER 28 STATE STREET BOSTON MA 02109 RECRUITING 112675 ANTHOLOGY 5201 CONGRESS AVENUE BOCA RATON FL 33487 SOFTWARE 108205 5 19080 8461516 3201105 11681701 TUITION AND FEES 611710 35423290 35423290 FEES FOR SERVICES 611710 3181929 3181929 38605219 777149 777149 151236 171723 -20487 -20487 -13035 -7452 2222698 1564379 658319 658319 658319 224010 19080 136931 87079 87079 51788980 38605219 -13035 1515095 5059346 5059346 1196680 1196680 26622708 25382367 891434 348907 728000 692000 32000 4000 2758354 2476559 236785 45010 1802414 1665814 110834 25766 326472 326472 87562 87562 142735 142735 148267 148267 2636640 2412355 100627 123658 1489875 1489875 1325774 670050 649483 6241 1136320 1004554 105668 26098 903891 801957 87340 14594 94041 90561 3165 315 251768 201386 50382 559403 506390 45423 7590 1843154 1668482 149664 25008 317167 317167 LIBRARY 565038 565038 49995609 44686734 4681688 627187 4576868 4942817 2864143 4472204 60000 3196774 3402182 719587 639612 39255960 12677228 27542244 26578732 19138379 21395650 58037995 61491197 3127019 3889913 4330006 5176789 22696895 22120091 30153920 31186793 X 26529664 28582351 1354411 1722053 27884075 30304404 58037995 61491197 1793371 626958 0 X 0 1 X 1 1 1 X 7796556 6021150 8709172 11280205 11681701 45488784 7796556 6021150 8709172 11280205 11681701 45488784 45488784 468899 323543 505053 852574 928385 3078454 224010 224010 48791248 174285163 0.93230 0.93500 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2024 AMOUNT: $ 224,010. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 142735 142735 49225687 49368422 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 63000 64700 84485 142735 354920 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 0 0 X X IMPROVE LEARNING ENVIRONMEN 0 1023784 110000 92395 49025 1177154 927410 2500 145257 51383 1023784 990297 2500 -14004 51383 927410 1165267 2500 -127573 49897 990297 927441 283880 46054 1165267 0.00000 0.64180 0.35820 0 0 4618064 4618064 13433766 4254025 9179741 16820677 4779446 12041231 1510858 1510858 0 2872595 2132899 739696 26578732 X 47516979 626958 308654 935612 46581367 148267 5059346 5207613 51788980 45096650 308654 308654 44787996 148267 5059346 5207613 49995609 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: SPECIAL EVENT EXPENSES 136,931. RENTAL EXPENSES 171,723. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 5,059,346. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 171,723. SPECIAL EVENT EXPENSE 136,931. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 5,059,346. 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: 27,325,283 FEDERAL WORK-STUDY PROGRAM: 301,397 FEDERAL PELL GRANT PROGRAM: 82,622 FEDERAL SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS: 26,000 TOTAL: 27,735,302 50TH ANNIVERSARY GALA 243090 19080 224010 72725 64206 243090 19080 224010 72725 64206 136931 87079 1 FINANCIAL ASSISTANCE TO STUDENTS 558 5059346 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 617850 0 90000 0 6180 0 27000 0 45943 0 786973 0 0 0 STACEY LAMBERT VICE PRESIDENT OF ACADEMIC AFFAIRS 292652 0 0 0 1290 0 4000 0 42022 0 339964 0 0 0 DANIEL BRENT TREASURER AND CLERK 299561 0 0 0 300 0 4000 0 5159 0 309020 0 0 0 GEMIMA ST LOUIS VP FOR WORKFORCE INITIATIVES 255665 0 0 0 1290 0 4000 0 44110 0 305065 0 0 0 DANIEL TIERNEY VP OF BUSINESS DEVELOPMENT 265319 0 0 0 300 0 4000 0 0 0 269619 0 0 0 NILDA LABOY ASS. VP FOR ACADEMIC AFFAIRS 224365 0 0 0 1290 0 4000 0 20264 0 249919 0 0 0 EVAN GRENIER ASS. VP OF ENROLLMENT MGMT. 180529 0 0 0 234 0 4000 0 1248 0 186011 0 0 0 PART I, LINE 7 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 PROVIDES COMPREHENSIVE PSYCHOLOGICAL ASSESSMENT TO ADDRESS PROBLEMS OF LEARN 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 1409375 BOOK VALUE