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TIN: 04-2103545
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
20
Open to Public Inspection
Name of the organization
TRUSTEES OF BOSTON COLLEGE
Employer identification number
04-2103545
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
First-class or charter travel
Housing allowance or residence for personal use
Travel for companions
Payments for business use of personal residence
Tax idemnification and gross-up payments
Health or social club dues or initiation fees
Discretionary spending account
Personal services (e.g., maid, chauffeur, chef)
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain
.....
1b
No
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a?
....
2
Yes
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
Compensation committee
Written employment contract
Independent compensation consultant
Compensation survey or study
Form 990 of other organizations
Approval by the board or compensation committee
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment?
.............
4a
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan?
.........
4b
Yes
c
Participate in, or receive payment from, an equity-based compensation arrangement?
.........
4c
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization?
....................
5a
No
b
Any related organization?
.......................
5b
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization?
..................
6a
No
b
Any related organization?
......................
6b
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III
............
7
Yes
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III
..........................
8
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)?
.........................
9
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2020
Schedule J (Form 990) 2020
Page
2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees.
Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note.
The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A)
Name and Title
(B)
Breakdown of W-2 and/or 1099-MISC compensation
(C)
Retirement and other deferred compensation
(D)
Nontaxable
benefits
(E)
Total of columns
(B)(i)-(D)
(F)
Compensation in column (B) reported as deferred on prior Form 990
(i)
Base
compensation
(ii)
Bonus & incentive
compensation
(iii)
Other
reportable compensation
1
DANIEL BOURQUE
VP FACILITIES MANAGEMENT
(i)
(ii)
274,324
-------------
0
0
-------------
0
18,620
-------------
0
28,057
-------------
0
31,806
-------------
0
352,807
-------------
0
0
-------------
0
2
MICHAEL BOURQUE
VP INFORMATION TECHNOLOGY
(i)
(ii)
341,225
-------------
0
0
-------------
0
36,568
-------------
0
28,500
-------------
0
60,628
-------------
0
466,921
-------------
0
0
-------------
0
3
JOHN D BURKE
FIN. VP & TREASURER
(i)
(ii)
387,238
-------------
0
0
-------------
0
105,064
-------------
0
28,500
-------------
0
35,596
-------------
0
556,398
-------------
0
0
-------------
0
4
JAMES J HUSSON
SR. VP UNIVERSITY ADVANCEMENT
(i)
(ii)
563,627
-------------
0
0
-------------
0
33,586
-------------
0
28,500
-------------
0
93,854
-------------
0
719,567
-------------
0
0
-------------
0
5
MARA L HERMANO
VP INSTL RESEARCH & PLANNING
(i)
(ii)
265,726
-------------
0
0
-------------
0
60,102
-------------
0
6,800
-------------
0
15,003
-------------
0
347,631
-------------
0
0
-------------
0
6
THOMAS J KEADY
VP GVT & COMMUNITY AFFAIRS
(i)
(ii)
294,089
-------------
0
0
-------------
0
19,751
-------------
0
28,500
-------------
0
35,547
-------------
0
377,887
-------------
0
0
-------------
0
7
MICHAEL J LOCHHEAD
EXECUTIVE VICE PRESIDENT
(i)
(ii)
464,216
-------------
0
0
-------------
0
49,318
-------------
0
22,800
-------------
0
174,107
-------------
0
710,441
-------------
0
0
-------------
0
8
JOY H MOORE
VP/EXEC. DIR. PMISS
(i)
(ii)
246,390
-------------
0
0
-------------
0
36,931
-------------
0
22,636
-------------
0
31,939
-------------
0
337,896
-------------
0
0
-------------
0
9
DAVID QUIGLEY
PROVOST & DEAN OF FACULTIES
(i)
(ii)
525,861
-------------
0
0
-------------
0
132,804
-------------
0
28,500
-------------
0
35,866
-------------
0
723,031
-------------
0
0
-------------
0
10
KEVIN J SHEA
VP AND EXECUTIVE ASST. TO PRES
(i)
(ii)
249,985
-------------
0
25,826
-------------
0
15,442
-------------
0
25,826
-------------
0
35,281
-------------
0
352,360
-------------
0
0
-------------
0
11
DAVID P TRAINOR
VP HUMAN RESOURCES
(i)
(ii)
357,666
-------------
0
0
-------------
0
16,642
-------------
0
22,800
-------------
0
35,735
-------------
0
432,843
-------------
0
0
-------------
0
12
AMY I YANCEY
VP FOR DEVELOPMENT
(i)
(ii)
328,946
-------------
0
0
-------------
0
65,794
-------------
0
6,700
-------------
0
34,967
-------------
0
436,407
-------------
0
0
-------------
0
13
JOHN J ZONA
CHIEF INV. OFF. & ASSOC. TREAS
(i)
(ii)
613,742
-------------
0
175,177
-------------
0
20,742
-------------
0
42,853
-------------
0
154,614
-------------
0
1,007,128
-------------
0
106,387
-------------
0
14
ANDREW C BOYNTON
DEAN CSOM
(i)
(ii)
613,504
-------------
0
0
-------------
0
130,078
-------------
0
28,500
-------------
0
35,963
-------------
0
808,045
-------------
0
0
-------------
0
15
JAMES P CHRISTIAN
BASKETBALL COACH (UNTIL 2/21)
(i)
(ii)
1,398,880
-------------
0
0
-------------
0
29,173
-------------
0
22,800
-------------
0
36,186
-------------
0
1,487,039
-------------
0
0
-------------
0
16
FRANK CIGNETTI
ASSISTANT COACH, FOOTBALL
(i)
(ii)
730,992
-------------
0
0
-------------
0
9,829
-------------
0
0
-------------
0
33,832
-------------
0
774,653
-------------
0
0
-------------
0
17
JEFFREY HAFLEY
HEAD COACH, FOOTBALL
(i)
(ii)
2,793,191
-------------
0
100,000
-------------
0
44,844
-------------
0
0
-------------
0
30,877
-------------
0
2,968,912
-------------
0
0
-------------
0
18
PATRICK M KRAFT
DIRECTOR OF ATHLETICS
(i)
(ii)
373,664
-------------
0
0
-------------
0
374,324
-------------
0
0
-------------
0
13,463
-------------
0
761,451
-------------
0
0
-------------
0
Schedule J (Form 990) 2020
Schedule J (Form 990) 2020
Page
3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference
Explanation
SCHEDULE J, PART I
THE UNIVERSITY PAID COMPENSATION AND BENEFITS OF $4,991,083 TO THE JESUIT COMMUNITY, THE FOUNDERS OF BOSTON COLLEGE, FOR INSTRUCTIONAL, ADMINISTRATIVE AND INSTITUTIONAL SERVICES, WHICH INCLUDE THE SERVICES RENDERED BY THE UNIVERSITY'S JESUIT OFFICERS. SCHEDULE J, PART I, LINE 1A FIRST CLASS TRAVEL OR CHARTER TRAVEL: BOSTON COLLEGE DOES NOT GENERALLY PERMIT FIRST CLASS TRAVEL FOR BUSINESS TRIPS. HOWEVER, ON OCCASION FOR UNUSUALLY LONG FLIGHTS IT MAY BE PERMITTED PROVIDED THERE IS APPROVAL IN ADVANCE. AS PART OF HIS RESPONSIBILITIES, 1 OFFICER FLEW FIRST CLASS. GROSS-UP PAYMENTS: DURING CALENDAR YEAR 2020, 1 HIGHLY COMPENSATED INDIVIDUAL RECEIVED GROSS-UP PAYMENTS. THE FULL VALUE WAS INCLUDED IN THEIR TAXABLE COMPENSATION. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: 1 HIGHLY COMPENSATED INDIVIDUAL AND 1 OFFICER RECEIVED AN ANNUAL MEMBERSHIP TO A LOCAL COUNTRY CLUB. THE FULL VALUE WAS INCLUDED IN EACH EMPLOYEE'S TAXABLE COMPENSATION. SCHEDULE J, PART I, LINE 1B BOSTON COLLEGE HAS POLICIES THAT COVER FIRST CLASS TRAVEL AND TRAVEL FOR COMPANIONS. SUCH TRAVEL IS GENERALLY NOT PERMITTED BUT IS APPROVED ON A CASE BY CASE BASIS AT THE VP LEVEL. SOCIAL CLUB DUES ARE PROVIDED IN ACCORDANCE WITH THE CONTRACTS OF THE INDIVIDUALS WHO RECEIVE THE BENEFIT AND ARE APPROVED. SCHEDULE J, PART I, LINE 4B AND 7 TERMS AND CONDITIONS OF DEFERRED PERFORMANCE COMPENSATION PLAN FOR INVESTMENT PROFESSIONALS: IN 2015 BOSTON COLLEGE ESTABLISHED A PERFORMANCE COMPENSATION PLAN ("PLAN") TO ASSIST WITH RECRUITMENT AND RETENTION OF ITS INVESTMENT OFFICE PROFESSIONALS. UNDER THE TERMS OF THE PLAN, PARTICIPANTS ARE ELIGIBLE FOR CERTAIN AWARDS BASED ON THE PERFORMANCE OF BOSTON COLLEGE'S INVESTMENTS EACH CALENDAR YEAR, AS MEASURED BY CERTAIN QUANTITATIVE AND QUALITATIVE FACTORS. A PORTION OF THE AWARD UNDER THE PLAN IS SUBJECT TO A TWO YEAR DEFERRAL PERIOD. FOR 2020, THE CHIEF INVESTMENT OFFICER'S COMPENSATION INCLUDED A BONUS PAYMENT UNDER THE PLAN INCLUDED ON SCHEDULE J, PART II, COLUMN (B)(II) AND A DEFERRAL AMOUNT INCLUDED IN SCHEDULE J, PART II COLUMN (C). THE AMOUNT INCLUDED IN SCHEDULE J, PART II COLUMN (F) REPRESENTS COMPENSATION RECEIVED IN 2020 AND IS INCLUDED IN SCHEDULE J, PART II COLUMN (B)(II). THE AMOUNT IN SCHEDULE J, PART II COLUMN (F) WAS REPORTED AS DEFERRED COMPENSATION IN SCHEDULE J, PART II, COLUMN (C) IN A PRIOR YEAR. SCHEDULE J, PART I, LINE 7 THE UNIVERSITY OFFERS INCENTIVE COMPENSATION TO CERTAIN INVESTMENT PROFESSIONALS BASED UPON THE UNIVERSITY'S INVESTMENT PERFORMANCE. SEE RESPONSE TO QUESTION 4B ABOVE. IN ADDITION, ONE OFFICER LISTED IN SCHEDULE J, PART II RECEIVED A MERIT BASED BONUS AND THE AMOUNT OF THIS BONUS IS SHOWN ON SCHEDULE J, PART II, COLUMN (B)(II).
Schedule J (Form 990) 2020
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