2022-05-05T10:40:18-05:00 2021-06-30 381357951 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2020-07-01 314379537 UNIVERSITY OF RIO GRANDE UNIV 7402457358 218 NORTH COLLEGE AVENUE RIO GRANDE OH 45674 RYAN SMITH PRESIDENT 7402457358 2022-05-03 1 RYAN SMITH 999009999 AMY CIMINELLO P00796388 6148493000 2022-04-22 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z RYAN SMITH 218 NORTH COLLEGE AVENUE RIO GRANDE OH 45674 36390078 0 X WWW.RIO.EDU X 1876 OH RIO GRANDE IS AN INSTITUTION OF HIGHER LEARNING THAT PROVIDES POST-SECONDARY STUDENTS OPPORTUNITIES TO OBTAIN HIGH-QUALITY, HIGH-VALUE CREDENTIALS IN DISCIPLINES INCLUDING THE LIBERAL AND FINE ARTS, SCIENCES, BUSINESS, TEACHER EDUCATION, NURSING, ALLIED HEALTH, AND TECHNOLOGIES. THE UNIVERSITY PROVIDES NON-DISCRIMINATORY EDUCATION OPPORTUNITIES FOR THE PURSUIT OF ACADEMIC EXCELLENCE. STUDENTS' EDUCATIONAL EXPERIENCES AT RIO HELPS TO DEVELOP A BALANCE OF INTELLECTUAL, AESTHETIC, SOCIAL, AND PHYSICAL QUALITIES THAT CHARACTERIZE THE TOTAL HUMAN EXPERIENCE, AND CHALLENGES STUDENTS' THINKING AND ABILITIES. THE UNIVERSITY PREPARES STUDENTS FOR THE MANY OCCUPATIONS AND PROFESSIONS NECESSARY TO LIVE AND WORK IN A GLOBAL COMMUNITY. 20 17 484 23 0 0 4784354 7080279 21867000 22178907 2264340 2145130 352044 308790 29267738 31713106 5148089 5353095 0 0 11463107 11022095 0 0 0 8632451 12467835 25243647 28843025 4024091 2870081 37620201 40974966 11606948 10447406 26013253 30527560 X THE UNIVERSITY OF RIO GRANDE/ RIO GRANDE COMMUNITY COLLEGE IS AMERICA'S UNIQUE PRIVATE/PUBLIC INSTITUTION OF HIGHER EDUCATION DESIGNED TO PROVIDE LEARNERS THE OPPORTUNITY TO ATTAIN A HIGH-QUALITY, HIGH-VALUE EDUCATION. OUR PERSONALIZED, LEARNER-CENTERED ENVIRONMENT PROMOTES SUCCESSFUL LIVES, CAREERS, AND RESPONSIBLE CITIZENSHIP. 0 0 10451296 5353095 10667437 INSTRUCTION OF UNDERGRADUATE AND GRADUATE STUDENTS - STUDENTS CAN CHOOSE FROM OVER 55 ACADEMIC PROGRAMS AT THE CERTIFICATE, ASSOCIATES, BACHELORS, AND MASTER'S LEVELS. THERE ARE OVER 1,800 STUDENTS AT RIO GRANDE. THE LARGEST DEGREE PROGRAMS ARE NURSING, BUSINESS, AND EDUCATION. 8709562 0 8709562 THE UNIVERSITY OF RIO GRANDE HAS HAD A CONTRACT WITH RIO GRANDE COMMUNITY COLLEGE (RGCC) SINCE 1974 TO PROVIDE TO RGCC AND ITS STUDENTS INSTRUCTION IN ARTS AND SCIENCES, TECHNICAL STUDIES, NURSING AND ALLIED HEATH, AND SOCIAL AND BEHAVIORAL SCIENCES; ACCESS TO ALL NONRESIDENTIAL PHYSICAL FACILITIES OF THE UNIVERSITY; ACTIVITIES AVAILABLE TO THE STUDENTS SUCH AS ATHLETICS, CLUBS, AND OTHER APPROVED ACTIVITIES, STUDENT PERSONNEL SERVICES; AND APPROPRIATE OFFICE SPACE FOR RGCC'S ADMINISTRATIVE PERSONNNEL. 5620203 0 2916974 AUXILIARY ACTIVITIES INCLUDING DORMITORIES, DINING FACILITIES, & INTERCOLLEGIATE ATHLETICS ARE AVAILABLE TO ENHANCE THE LIFE ON CAMPUS OF STUDENTS. RIO GRANDE OFFERS ELEVEN SPORTS INCLUDING BASEBALL, BASKETBALL AND CROSS COUNTRY TO THEIR STUDENT ATHLETES. 24781061 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 0 0 0 1 2226 0 1 484 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X NIAN HONG YANG 7402457227 218 NORTH COLLEGE AVE RIO GRANDE OH 45674 RYAN SMITH PRESIDENT 40.00 1.00 X 264852 0 57725 RICHARD SAX PROVOST/VP OF ACADEMIC AFFAIRS 40.00 0.00 X 142790 0 4046 DAVID A LAWERENCE ASSOCIATE PROVOST FOR INSTITUTIONAL EFFECTIVENESS 40.00 0.00 X 120153 0 17207 DONNA T MITCHELL DEAN SCHOOL OF HEALTH AND BEHAVIORAL SCIENCES 40.00 0.00 X 129293 0 5187 RUSSELL HENCHEY CFO- PART YEAR 40.00 1.00 X 113238 0 16190 JOHN C NOURSE DIRECTOR OF HUMAN RESOURCES 40.00 0.00 X 106024 0 16081 MEGHANN FRALEY CFO 40.00 1.00 X 53753 0 1735 ROBERT FOSTER CHAIR 2.00 0.00 X X 0 0 0 TIM KYGER VICE CHAIR 2.00 0.00 X X 0 0 0 PETREA A BROWN SECRETARY 2.00 0.00 X X 0 0 0 GARY ROACH TREASURER 2.00 0.00 X X 0 0 0 DEBBIE DONSKOV BOARD MEMBER 1.00 0.00 X 0 0 0 JIM MORRISON BOARD MEMBER 1.00 0.00 X 0 0 0 TOM KARR BOARD MEMBER 1.00 0.00 X 0 0 0 DARRELL BOGGS BOARD MEMBER 1.00 0.00 X 0 0 0 STAN EVANS BOARD MEMBER 1.00 0.00 X 0 0 0 ERIK MASSIE BOARD MEMBER 1.00 0.00 X 0 0 0 ALICE DACHOWSKI BOARD MEMBER 1.00 0.00 X 0 0 0 CLYDE M EVANS BOARD MEMBER 1.00 0.00 X 0 0 0 TESSA PUGH BOARD MEMBER 1.00 0.00 X 0 0 0 LARRY REES BOARD MEMBER 1.00 0.00 X 0 0 0 DANIEL H WHITELEY BOARD MEMBER 1.00 0.00 X 0 0 0 STACIE VAUGHN HUTTON BOARD MEMBER 1.00 0.00 X 0 0 0 MARY PIERCE BOARD MEMBER 1.00 0.00 X 0 0 0 MARY KAY ERVIN BOARD MEMBER 1.00 0.00 X 0 0 0 ROBIN FOWLER BOARD MEMBER 1.00 0.00 X 0 0 0 JACK FINCH BOARD MEMBER 1.00 0.00 X 0 0 0 RUSTY BOOKMAN BOARD MEMBER - PART YEAR 1.00 0.00 X 0 0 0 JAMES CALDWELL BOARD MEMBER - PART YEAR 1.00 0.00 X 0 0 0 930103 0 118171 6 0 1 0 HALLMARK MANAGEMENT SERVICE INC 1473 CAVITT RD MONROEVILLE PA 15146 FOOD SERVICES 920799 MID-AMERICAN CLEANING SERVICES 750 BUCKEYE ROAD LIMA OH 458041935 JANITORIAL SERVICES 516000 ELSEIVER INC PO BOX 9555 NEW YORK NY 10087 NURSING TESTING 355309 COMFORT SYSTEMS USA 425 ELLIOT AVENUE CINCINNATI OH 45215 CONSTRUCTION SERVICES 276627 GOVCONNECTION INC PO BOX 536477 PITTSBURGH PA 15253 IT SERVICES 268702 10 5884756 1195523 7080279 TUITION AND FEES 611310 10667437 10667437 COMMUNITY COLLEGE CONTRACT 900099 8709562 8709562 AUXILIARY ENTERPRISES 611710 2801908 2801908 22178907 1454367 1454367 193724 0 193724 193724 193724 4789445 350 4099032 0 690413 350 690763 690763 486654 577940 -91286 -91286 STUDENT CHARGES 900099 25870 25870 STUDENT FINES AND ASSESSMENT 900099 24731 24731 PELL GRANT ADMIN REVENUE 900099 8660 8660 147091 147091 206352 31713106 22293973 0 2338854 5353095 5353095 654329 514830 139499 8344974 6589371 1755603 105536 97041 8495 1268594 960637 307957 648662 543886 104776 140651 140651 193564 55630 137934 83076 83076 2055888 1758923 296965 1052511 873091 179420 281348 265596 15752 388000 296747 91253 21547 1843 19704 145636 136716 8920 298044 265336 32708 809127 716934 92193 1030778 990724 40054 246071 87015 159056 STUDENT ACTIVITIES 4227543 4226921 622 ATHLETIC EXPENSES 452249 347379 104870 RGCC FEE 178220 178220 DUES AND SUBSCRIPTIONS 153741 31885 121856 709841 489241 220600 28843025 24781061 4061964 0 1750379 1134988 1210670 1213172 1415394 1472427 1204005 1201231 153921 172903 394850 359143 7292 5127 48545156 30038873 18453783 18506283 12412857 16234022 617050 675670 37620201 40974966 2059892 2944176 469030 355792 8215000 6603764 863026 543674 11606948 10447406 X -681516 1876314 26694769 28651246 26013253 30527560 37620201 40974966 X 2870081 1324902 319324 X X 0 1 X 1 1 1 X 1298594 2137996 1037749 4784354 7080729 16339422 1298594 2137996 1037749 4784354 7080729 16339422 16339422 611433 1394149 1464325 1321174 1648091 6439172 22778594 122830044 0.71730 0.66190 X 24265087 99110 2248558 844092 25768663 24175163 427041 451597 788714 24265087 23746351 164009 926156 661353 24175163 23162859 136191 1194798 747497 23746351 21731388 147502 2139242 855273 23162859 0.00000 0.82650 0.17350 0 0 2127867 2127867 29796616 14791141 15005475 2615872 2355048 260824 14004801 12892684 1112117 18506283 INTEREST RATE SWAP 529289 US GOVERMENT LOAN FUNDS 14385 543674 28499101 1324902 319324 1644226 26854875 83076 4775155 4858231 31713106 23984794 577940 577940 23406854 83076 5353095 5436171 28843025 PART V, LINE 4: THE ENDOWMENTS ARE USED TO PROVIDE FINANCIAL ASSISTANCE TO STUDENTS IN NEED. PART XI, LINE 2D - OTHER ADJUSTMENTS: PENSION RELATED CHANGES OTHER THAN PERIODIC COSTS -28. CHANGE IN VALUE OF INTEREST RATE SWAP 319,352. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP AND TUITION REIMISSION 5,353,095. BOOKSTORE EXPENSES -577,940. PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOKSTORE EXPENSES 577,940. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP AND TUITION REIMISSION 5,353,095. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE RACIALLY NONDISCRIMINATORY POLICY IS POSTED IN THE SCHOOL BULLETIN AND CATALOG DISTRIBUTED TO PROSPECTIVE STUDENTS AND THE STUDENT HANDBOOK TO ENROLL STUDENTS. THE POLICY CAN ALSO BE FOUND ON THE UNIVERSITY OF RIO GRANDE'S WEBSITE. SCHEDULE E, PART I, LINE 6 U.S. DEPARTMENT OF EDUCATION: FEDERAL PELL GRANT PROGRAM, FEDERAL PERKINS LOAN PROGRAM, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT PROGRAM, FEDERAL WORK STUDY PROGRAM, NATIONAL SCIENCE & MATHEMATICS ACCESS TO RETAIN TALENT, AND TEACHER EDUCATION ASSISTANCE FOR COLLEGE AND DEPARTMENT OF HEALTH AND HUMAN SERVICES: NURSING STUDENT LOANS. LINE 6 - EXPLANATION OF GOVERNMENT FINANCIAL AID (CONTINUED): ON MARCH 11, 2020, THE WORLD HEALTH ORGANIZATION DECLARED THE OUTBREAK OF A RESPIRATORY DISEASE CAUSED BY A NEW CORONAVIRUS A PANDEMIC, NOW KNOWN AS COVID-19. IN RESPONSE TO THE COVID-19 PANDEMIC, GOVERNMENTS HAVE TAKEN PREVENTIVE OR PROTECTIVE ACTIONS, SUCH AS TEMPORARY CLOSURES OF NONESSENTIAL BUSINESSES AND SHELTER-AT-HOME GUIDELINES FOR INDIVIDUALS. AS A RESULT, THE GLOBAL ECONOMY HAS BEEN NEGATIVELY AFFECTED, AND THE UNIVERSITY'S OPERATIONS WERE ALSO IMPACTED. DUE TO THE SHELTER-AT-HOME GUIDELINES DURING APRIL 2020 AND MAY 2020, THE UNIVERSITY SHIFTED TO A REMOTE ONLINE LEARNING ENVIRONMENT AND SENT STUDENTS HOME. THE UNIVERSITY ISSUED ROOM AND BOARD REFUNDS TO STUDENTS. THE UNIVERSITY ALSO HAD MANY ATHLETIC EVENTS CANCELED OR TEMPORARILY POSTPONED UNTIL THE SHELTER-AT-HOME GUIDELINES WERE REDUCED OR REMOVED, WHICH RESULTED IN SAVINGS FOR THE UNIVERSITY FOR THE YEAR ENDED JUNE 30, 2020. IN FISCAL 2021, THE UNIVERSITY CONTINUED TO OPERATE IN VERY EXTRAORDINARY TIMES DUE TO THE PANDEMIC. MANY PROFESSIONAL DEVELOPMENT OPPORTUNITIES WERE OFFERED REMOTE AS OPPOSED TO IN PERSON, WHICH RESULTED IN COST SAVINGS IN TRAVEL FOR THE UNIVERSITY. ONLINE INSTRUCTOR TRAININGS WERE OFFERED TO PREPARE FACULTY FOR REMOTE LEARNING WHICH WAS IMPLEMENTED AFTER THANKSGIVING BREAK UNTIL THE SECOND WEEK OF JANUARY 2021. HEALTH SERVICES CONTINUED TO OFFER STUDENT AND STAFF COVID TESTING AND EVENTUALLY COVID VACCINES. THE UNIVERSITY ALSO PROVIDED A SUPPLEMENTAL CONTRACT TO THE THIRD PARTY HOUSEKEEPING COMPANY TO ENSURE EXTRA CLEANING AND DISINFECTING THROUGHOUT CAMPUS. THESE ITEMS INCREASED EXPENSES DURING THE 2021 FISCAL YEAR THAT THE UNIVERSITY WOULD NOT OTHERWISE HAVE INCURRED. TO OFFSET THE FINANCIAL IMPACT TO STUDENTS AND THE LOSSES INCURRED BY THE UNIVERSITY DUE TO THE DISRUPTION CAUSED BY COVID-19, THE UNIVERSITY RECEIVED GRANTS AND OTHER RELIEF FROM THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY (CARES) ACT, THE CORONAVIRUS RESPONSE AND RELIEF SUPPLEMENTAL APPROPRIATIONS ACT (CRRSAA), AND THE AMERICAN RESCUE PLAN (ARP). THE UNIVERSITY WAS ALLOCATED HIGHER EDUCATION EMERGENCY RELIEF FUND (HEERF) GRANTS TOTALING $8,078,017 AND $1,717,045 FOR THE YEARS ENDED JUNE 30, 2021 AND 2020, RESPECTIVELY. THE PORTION GIVEN TO STUDENTS IS SHOWN AS SCHOLARSHIP - COVID FEDERAL FUNDING ON THE CONSOLIDATED STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS. FOR THE YEARS ENDED JUNE 30, 2021 AND 2020, THE UNIVERSITY RECOGNIZED HEERF GRANT REVENUE TOTALING $4,617,512 AND $1,284,854, RESPECTIVELY, WHICH IS INCLUDED IN FEDERAL STIMULUS FUNDS RECEIVED ON THE CONSOLIDATED STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS. IN ADDITION, THE UNIVERSITY RECEIVED CORONAVIRUS RELIEF FUNDS (CRF) OF $557,616 WHICH WERE RECEIVED AND RECOGNIZED IN THE YEAR ENDED JUNE 30, 2021. CENTRAL AMERICA AND THE CARIBBEAN 0 0 DIRECT FOREIGN INVESTMENTS N/A 717662 0 0 0 0 0 0 717662 0 717662 0 0 0 0 0 0 PART I, LINE 3: REGARDING DIRECT FOREIGN INVESTMENTS, AMOUNT REPORTED ON PART I, LINE 3 COLUMN F ARE THE BOOK VALUE OF THE INVESTMENTS AS OF JUNE 30, 2021 PART III ACCOUNTING METHOD: 1 SCHOLARSHIPS 390 3129005 ATHLETIC SCHOLARSHIPS 260 1966092 NURSING SCHOLARSHIPS 18 16248 GRADUATE SCHOLARSHIP 13 240813 PART I, LINE 2: THE FINANCIAL AID OFFICE DETERMINES IF A STUDENT IS ELIGIBLE TO RECEIVE A SCHOLARSHIP FROM THE UNIVERSITY AND, IF ELIGIBLE, WILL APPLY THE APPROVED SCHOLARSHIP PAYMENT TO THE RESPECTIVE STUDENT'S TUITION ACCOUNT. NO CHECKS ARE ISSUED TO THE STUDENTS DIRECTLY. THE FINANCIAL AID OFFICE MONITORS THE USE OF FUNDS TO ENSURE THEY ARE USED FOR THEIR INTENDED PURPOSE. X X 0 0 0 0 0 0 0 0 0 RYAN SMITH PRESIDENT 263700 0 0 0 1152 0 19500 0 38225 0 322577 0 0 0 WEISMAN INSURANCE AGENCY TREASURER GARY ROACH IS THE PRESIDENT AND A >35% OWNER 290319 INSURANCE SERVICES 0 DAVID SMALLEY FAMILY MEMBER OF BOARD MEMBER CLYDE EVANS 64199 EMPLOYMENT COMPENSATION 0 PETREA BROWN FAMILY MEMBER OF ANNETTE WARD 75313 EMPLOYMENT COMPENSATION 0 FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING WITH THE IRS, THE FORM 990 IS REVIEWED BY THE DIRECTOR OF BUSINESS OFFICE, THE FINANCE COMMITTEE, AND THE CFO. AFTER REVIEW BY THE DIRECTOR OF BUSINESS OFFICE, THE FINANCE COMMITTEE, AND CFO, THE BOARD MEMBERS RECEIVED A COPY OF THE FULL FORM 990 ELECTRONICALLY PRIOR TO THE FORM BEING SUBMITTED ELECTRONICALLY. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL DISCLOSURE IS PROVIDED TO EACH OFFICER AND BOARD MEMBER. EACH PERSON COMPLETES AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. ONCE THE QUESTIONNAIRES ARE COMPLETED, THE PRESIDENT'S ASSISTANT REVIEWS THE RESPONSES AND DETERMINES WHETHER OR NOT THERE ARE ANY POTENTIAL CONFLICTS OF INTEREST. IF THERE IS A POTENTIAL CONFLICT OF INTEREST, THE CHAIRMAN OF THE BOARD AND THE PRESIDENT REVIEW THE CORRESPONDING ISSUE AND DETERMINE IF THERE IS AN ACTUAL CONFLICT OF INTEREST. IF AN ACTUAL CONFLICT OF INTEREST IS DETERMINED TO EXIST, THAT PERSON IS EXCLUDED FROM ANY DISCUSSIONS CONCERNING THE CONFLICTING ISSUE. ANY PURCHASES AND/OR BIDDING PROPOSALS ARE ALSO REVIEWED FOR ANY POTENTIAL CONFLICTS OF INTEREST PRIOR TO SUBMITTING BIDS OR MAKING PURCHASES. THE CFO AND CONTROLLER ATTEND THE BOARD MEETINGS TO ENSURE THAT COMPLIANCE WITH THESE GUIDELINES IS FOLLOWED. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE PRESIDENT IS DETERMINED AND APPROVED BY THE BOARD OF TRUSTEES ANNUALLY. THE CURRENT PRESIDENT WAS HIRED IN SEPTEMBER 2019. THE PRESIDENT IS UNDER A MULTIPLE YEAR CONTRACT WITH THE UNIVERSITY. THE COMPENSATION OF THE PRESIDENT IN COMPARISON WITH OTHER SCHOOLS IN THE STATE THAT ARE OF SIMILAR SIZE AND THE ASSOCIATION OF INDEPENDENT COLLEGE AND UNIVERSITY OF OHIO (AICUO) IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES' COMPENSATION COMMITTEE. THE APPROVAL OF THE COMPENSATION IS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. FORM 990, PART XI, LINE 9: PENSION RELATED CHANGES OTHER THAN PERIODIC COSTS -28. CHANGE IN VALUE OF INTEREST RATE SWAP 319,352. FRIENDS OF RIO LLC 218 NORTH COLLEGE AVENUE RIO GRANDE OH 45674 ADMINISTRATIVE OH 0 0 UNIVERSITY OF RIO GRANDE EMERSON AND EVELYN EVANS AND SONS FNDT 218 NORTH COLLEGE AVE RIO GRANDE OH 45674 311017994 SUPPORT ORG. OH 501(C)(3) LINE 12C, III-FI UNIVERSITY OF RIO GRANDE 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0