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BRYANT UNIVERSITY: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BRYANT UNIVERSITY (EIN 05-0258810)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-17
IRS object ID
202141379349304349
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-17T13:48:32-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 South StreetAddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02111ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN050258810EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Bryant UniversityBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MR BARRY F MORRISON CPAInCareOfNm
Business Name ControlBRYABusinessNameControlTxt
Phone4012326005PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11150 Douglas PikeAddressLine1Txt
CitySmithfieldCityNm
State AbbreviationRIStateAbbreviationCd
ZIP029171284ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARRY F MORRISONPersonNm
Person TitleVP BUS. AFF/TREAS.PersonTitleTxt
Phone4012326005PhoneNum
Signature2021-05-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSMITA BALIGAPreparerPersonNm
PTINP01643271PTIN
Phone6179881000PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROSS GITTELLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11150 Douglas PikeAddressLine1Txt
CitySMITHFIELDCityNm
State AbbreviationRIStateAbbreviationCd
ZIP029171284ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$364,415,200GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BRYANT.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1863FormationYr
Legal Domicile StateRILegalDomicileStateCd
Activity Or MissionOUR MISSION IS TO EDUCATE AND INSPIRE STUDENTS TO DISCOVER THEIR PASSION AND BECOME INNOVATIVE LEADERS WITH CHARACTER AROUND THE WORLD.ActivityOrMissionDesc
Voting Members Governing Body34VotingMembersGoverningBodyCnt
Voting Members Independent34VotingMembersIndependentCnt
Total Employee2205TotalEmployeeCnt
Total Volunteers500TotalVolunteersCnt
Total Gross UBI$471,741TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$271,785NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$8,292,858PYContributionsGrantsAmt
CY Contributions Grants$8,888,129CYContributionsGrantsAmt
PY Program Service Revenue$210,932,616PYProgramServiceRevenueAmt
CY Program Service Revenue$199,770,578CYProgramServiceRevenueAmt
PY Investment Income$14,326,394PYInvestmentIncomeAmt
CY Investment Income$7,452,759CYInvestmentIncomeAmt
PY Other Revenue$2,115,043PYOtherRevenueAmt
CY Other Revenue$2,536,391CYOtherRevenueAmt
PY Total Revenue$235,666,911PYTotalRevenueAmt
CY Total Revenue$218,647,857CYTotalRevenueAmt
PY Grants And Similar Paid$65,297,444PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$66,897,522CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$85,487,755PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$87,755,255CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$111,016PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$60,925CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,231,547CYTotalFundraisingExpenseAmt
PY Other Expenses$65,593,161PYOtherExpensesAmt
CY Other Expenses$61,413,920CYOtherExpensesAmt
PY Total Expenses$216,489,376PYTotalExpensesAmt
CY Total Expenses$216,127,622CYTotalExpensesAmt
PY Revenues Less Expenses$19,177,535PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,520,235CYRevenuesLessExpensesAmt
Total Assets BOY$505,943,499TotalAssetsBOYAmt
Total Assets EOY$506,736,315TotalAssetsEOYAmt
Total Liabilities BOY$158,362,317TotalLiabilitiesBOYAmt
Total Liabilities EOY$160,913,866TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$347,581,182NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$345,822,449NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionBRYANT UNIVERSITY'S MISSION IS TO EDUCATE AND INSPIRE STUDENTS TO DISCOVER THEIR PASSION, BECOME INNOVATIVE LEADERS WITH CHARACTER, AND MAKE A DIFFERENCE AROUND THE WORLD.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$175,078,300ExpenseAmt
Grant$66,897,522GrantAmt
Revenue$167,451,499RevenueAmt
Desc*UNDERGRADUATE, GRADUATE AND CERTIFICATE PROGRAMS - INCLUDING ACADEMIC SUPPORT, STUDENT SERVICES, AND PUBLIC SERVICE* SEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$15,069,633ExpenseAmt
Revenue$34,391,151RevenueAmt
Desc*AUXILIARY SERVICES - DINING AND HOUSING* SEE SCHEDULE ODesc
FieldValueIRS element (for citing)
Prog Srvc Accom Acty3ProgSrvcAccomActy3Grp
Total Program Service Expenses$190,147,933TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesYes (true)GamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountYes (true)EscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document638IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2205EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members34GoverningBodyVotingMembersCnt
Independent Voting Member34IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMR BARRY F MORRISON CPAPersonNm
Phone4012326017PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11150 DOUGLAS PIKEAddressLine1Txt
CitySMITHFIELDCityNm
State AbbreviationRIStateAbbreviationCd
ZIP029171284ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndKey EmployeeKeyEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Ronald K Machtley
President/Trustee42.010.0Yes (X)$796,692$0$131,201
Barry F Morrison
VP-BUSINESS AFFAIRS/TREASURER50.00.0Yes (X)$484,489$0$89,982
Charles F LoCurto
VP-INFORMATION SERVICES/CIO50.00.0Yes (X)$414,080$0$82,172
Glenn M Sulmasy
Provost45.05.0Yes (X)$331,574$0$101,618
David C Wegrzyn
VP-UNIVERSITY ADVANCEMENT50.00.0Yes (X)$305,780$0$109,873
William Smith
Director of Athletics50.00.0$291,483$0$116,418Yes (X)
Madan G Annavarjula
Dean, College of Business50.00.0$302,289$0$80,705Yes (X)
Michael J Pressler
Head Men's Lacrosse Coach50.00.0$295,937$0$83,202Yes (X)
Timothy T Paige
VP Human Resources45.05.0$281,963$0$59,209Yes (X)
Hong Yang
VP INTERNATIONAL AFFAIRS45.05.0$279,297$0$52,582Yes (X)
Daniel J Borgia
Dean, Bryant Zhuhai0.050.0$259,772$0$63,008Yes (X)
Peter J Nigro
Professor, Sarkisian Chair50.00.0$266,778$0$50,958Yes (X)
Roger L Anderson
Executive Asst. to Pres50.00.0Yes (X)$238,922$0$76,539
Michelle L Cloutier
VP OF ENROLLMENT MANAGEMENT50.00.0Yes (X)$237,053$0$54,240
Bradford D Martin
DEAN, COLLEGE OF ARTS&SCIENCE50.00.0$190,056$0$46,207Yes (X)
Wendy Samter
Assoc Dean, Coll of Arts & Sci50.00.0$190,096$0$30,065Yes (X)
VK Unni
Faculty Professor, FKE50.00.0$135,499$0$37,642Yes (X)
Inge-Lise Ameer
Vice President of Student Affa50.00.0Yes (X)$85,538$0$17,466
William J Conaty
Chair of the Board5.00.0$0$0$0Yes (X)
Cheryl Merchant
Secretary to the Board5.00.0$0$0$0Yes (X)
Joseph F Puishys
Vice-Chair of the Board5.00.0$0$0$0Yes (X)
M Anne Szostak
Vice-Chair of the Board5.00.0$0$0$0Yes (X)
David C Weinstein
Vice-Chair of the Board5.02.0$0$0$0Yes (X)
Tim Barton
Trustee5.00.0$0$0$0Yes (X)
David M Beirne
Trustee5.00.0$0$0$0Yes (X)
George E Bello
Trustee5.00.0$0$0$0Yes (X)
James P Bergeron
Trustee5.00.0$0$0$0Yes (X)
Robert P Brown
Trustee5.00.0$0$0$0Yes (X)
Robert J Calabro
Trustee5.00.0$0$0$0Yes (X)
Lisa G Churchville
Trustee5.00.0$0$0$0Yes (X)
Nancy DeViney
Trustee5.00.0$0$0$0Yes (X)
Scott C Donnelly
Trustee5.00.0$0$0$0Yes (X)
C Correll Durling
Trustee5.00.0$0$0$0Yes (X)
Jeffrey W Gardner
Trustee5.00.0$0$0$0Yes (X)
Shruti Kansara
Trustee5.00.0$0$0$0Yes (X)
Christine Katziff
Trustee5.00.0$0$0$0Yes (X)
Diane Kazarian
Trustee5.00.0$0$0$0Yes (X)
F Kurt Last
Trustee5.00.0$0$0$0Yes (X)
Robert P Mead
Trustee5.00.0$0$0$0Yes (X)
Kristian P Moor
Trustee5.00.0$0$0$0Yes (X)
Patricia O'Brien
Trustee5.00.0$0$0$0Yes (X)
Louis Page
Trustee5.00.0$0$0$0Yes (X)
Joseph Paparelli
Trustee5.00.0$0$0$0Yes (X)
Gordon P Riblet
Trustee5.00.0$0$0$0Yes (X)
Daniel J Rice IV
Trustee5.00.0$0$0$0Yes (X)
James V Rosati
Trustee5.00.0$0$0$0Yes (X)
Brian P Salit
Trustee5.00.0$0$0$0Yes (X)
Edwin J Santos
Trustee5.00.0$0$0$0Yes (X)
Daniel F Schmitt
Trustee5.00.0$0$0$0Yes (X)
Margaret M Van Bree
Trustee5.00.0$0$0$0Yes (X)
Rita Williams-Bogar
Trustee5.00.0$0$0$0Yes (X)
D Ellen Wilson
Trustee5.00.0$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,387,298TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,283,087TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K167IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SODEXO
620 MICHIGAN AVENUE NEWASHINGTONDC20064FOOD SERVICE$10,818,801
New England Construction Co Inc
293 Bourne AvenueRUMFORDRI02916Construction$6,960,825
AZ Corporation
PO Box 370NORTH STONINGTONCT06359Construction$4,912,931
Bond Bros Inc
10 Cabot Road Ste 301MEDFORDMA021555713Construction$3,499,830
EYP Architecture Engineering PC
470 Atlantic Ave 7th FloorBOSTONMA02210Architecture/Design$862,897
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K40CntrctRcvdGreaterThan100KCnt
Fundraising$34,050FundraisingAmt
Government Grants$1,702,645GovernmentGrantsAmt
All Other Contributions$7,151,434AllOtherContributionsAmt
Noncash Contributions$1,219,130NoncashContributionsAmt
Total Contributions$8,888,129TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
TUITION AND FEES900099$164,564,481$164,564,481
AUXILIARY ENTERPRISES721310$34,391,151$33,943,459$113,914$333,778
STUDENT SERVICES REVENUES900099$722,792$720,542$2,250
PUBLIC SERVICE PROGRAMS900099$92,154$92,154
FieldValueIRS element (for citing)
Total Program Service Revenue$199,770,578TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,590,171TotalRevenueColumnAmt
Unrelated Business Revenue$24,435UnrelatedBusinessRevenueAmt
Exclusion$1,565,736ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$30,933TotalRevenueColumnAmt
Exclusion$30,933ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$336,633TotalRevenueColumnAmt
Exclusion$336,633ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$151,419,322SecuritiesAmt
Other$174,310OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$145,646,683SecuritiesAmt
Other$115,294OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$5,772,639SecuritiesAmt
Other$59,016OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,831,655TotalRevenueColumnAmt
Unrelated Business Revenue$331,142UnrelatedBusinessRevenueAmt
Exclusion$5,500,513ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$6,040FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$34,050ContriRptFundraisingEventAmt
Fundraising Direct Expenses$2,357FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,683TotalRevenueColumnAmt
Exclusion$3,683ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$34,543GamingGrossIncomeAmt
Gaming Direct Expenses$3,009GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$31,534TotalRevenueColumnAmt
Exclusion$31,534ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SOPHOMORE INTERNATIONAL EXPERIENCE900099$535,500$535,500
LAPTOP PROGRAM900099$54,371$54,371
CHINA PROGRAM900099$205,692$205,692

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,368,978TotalRevenueColumnAmt
Related Or Exempt Func Income$1,276,509RelatedOrExemptFuncIncomeAmt
Exclusion$92,469ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,164,541OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$218,647,857TotalRevenueColumnAmt
Related Or Exempt Func Income$201,392,708RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$471,741UnrelatedBusinessRevenueAmt
Exclusion$7,895,279ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,693TotalAmt
Program Services$5,693ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$62,584,451TotalAmt
Program Services$62,584,451ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$4,307,378TotalAmt
Program Services$4,307,378ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,575,876TotalAmt
Program Services$1,238,078ProgramServicesAmt
Management And General$3,134,649ManagementAndGeneralAmt
Fundraising$203,149FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$98,874TotalAmt
Program Services$98,874ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$62,991,843TotalAmt
Program Services$53,975,752ProgramServicesAmt
Management And General$7,182,154ManagementAndGeneralAmt
Fundraising$1,833,937FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$4,652,991TotalAmt
Program Services$4,187,910ProgramServicesAmt
Management And General$335,333ManagementAndGeneralAmt
Fundraising$129,748FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$11,058,125TotalAmt
Program Services$9,713,668ProgramServicesAmt
Management And General$1,014,817ManagementAndGeneralAmt
Fundraising$329,640FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,377,546TotalAmt
Program Services$3,750,983ProgramServicesAmt
Management And General$499,116ManagementAndGeneralAmt
Fundraising$127,447FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$114,436TotalAmt
Management And General$114,338ManagementAndGeneralAmt
Fundraising$98FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$271,560TotalAmt
Management And General$271,560ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$60,925TotalAmt
Fundraising$60,925FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,913,226TotalAmt
Program Services$2,674,673ProgramServicesAmt
Management And General$1,210,723ManagementAndGeneralAmt
Fundraising$27,830FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,814,708TotalAmt
Program Services$1,069,721ProgramServicesAmt
Management And General$1,614,698ManagementAndGeneralAmt
Fundraising$130,289FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,561,388TotalAmt
Program Services$1,245,456ProgramServicesAmt
Management And General$245,133ManagementAndGeneralAmt
Fundraising$70,799FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,930,471TotalAmt
Program Services$2,383,065ProgramServicesAmt
Management And General$1,456,416ManagementAndGeneralAmt
Fundraising$90,990FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$4,159,063TotalAmt
Program Services$1,974,307ProgramServicesAmt
Management And General$2,184,756ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,964,103TotalAmt
Program Services$3,744,580ProgramServicesAmt
Management And General$158,669ManagementAndGeneralAmt
Fundraising$60,854FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$539,108TotalAmt
Program Services$422,211ProgramServicesAmt
Management And General$105,559ManagementAndGeneralAmt
Fundraising$11,338FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,146,693TotalAmt
Program Services$3,913,068ProgramServicesAmt
Management And General$233,625ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$16,408,969TotalAmt
Program Services$15,484,488ProgramServicesAmt
Management And General$924,481ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,340,859TotalAmt
Program Services$534,277ProgramServicesAmt
Management And General$806,582ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DINING SERVICES$9,561,879$9,213,755$346,132$1,992
FACILITY REPAIRS$1,712,335$1,414,505$297,830
ACTIVITIES EXPENSE$680,368$564,795$48,353$67,220
STUDY ABROAD TUITION EXPENSES$1,889,200$1,889,200

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,405,554TotalAmt
Program Services$3,757,045ProgramServicesAmt
Management And General$563,218ManagementAndGeneralAmt
Fundraising$85,291FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$216,127,622TotalAmt
Program Services$190,147,933ProgramServicesAmt
Management And General$22,748,142ManagementAndGeneralAmt
Fundraising$3,231,547FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$39,569BOYAmt
EOY$55,933EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$70,513,323BOYAmt
EOY$60,240,013EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,118,322BOYAmt
EOY$4,477,802EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,518,068BOYAmt
EOY$3,118,649EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$4,888,740BOYAmt
EOY$3,987,306EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,850,410BOYAmt
EOY$3,344,411EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$466,106,579LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$237,118,221LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$217,660,797BOYAmt
EOY$228,988,358EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$110,740,074BOYAmt
EOY$118,048,360EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$87,077,366BOYAmt
EOY$78,166,832EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$1,378,072BOYAmt
EOY$2,051,951EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$158,758BOYAmt
EOY$4,256,700EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$505,943,499BOYAmt
EOY$506,736,315EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$23,431,408BOYAmt
EOY$23,807,987EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$9,274,000BOYAmt
EOY$15,275,503EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$107,367,661BOYAmt
EOY$103,485,520EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,289,248BOYAmt
EOY$18,344,856EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$158,362,317BOYAmt
EOY$160,913,866EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$301,275,825BOYAmt
EOY$296,728,465EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$46,305,357BOYAmt
EOY$49,093,984EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$347,581,182BOYAmt
EOY$345,822,449EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$505,943,499BOYAmt
EOY$506,736,315EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,520,235ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$802,686NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$3,476,282OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,497,028CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,056,775CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,767,062CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,175,582CurrentTaxYearMinus1YearAmt
Current Tax Year$8,888,129CurrentTaxYearAmt
Total$46,384,576TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,497,028CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,056,775CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,767,062CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,175,582CurrentTaxYearMinus1YearAmt
Current Tax Year$8,888,129CurrentTaxYearAmt
Total$46,384,576TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,613,798SubstantialContributorsTotAmt
Public Support Total170$43,770,778PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,537,635CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,628,785CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,232,143CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,880,406CurrentTaxYearMinus1YearAmt
Current Tax Year$1,933,302CurrentTaxYearAmt
Total$15,212,271TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$61,596,847TotalSupportAmt
Gross Receipts Rltd Activities$1,002,645,672GrossReceiptsRltdActivitiesAmt
Public Support CY1700.71060PublicSupportCY170Pct
Public Support PY1700.66860PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$21,800RevenuesIncludedAmt
Assets Included$731,514AssetsIncludedAmt
FieldValueIRS element (for citing)
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$184,035,866BeginningYearBalanceAmt
Contributions$2,950,479ContributionsAmt
Investment Earnings Or Losses$4,042,923InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,585,566GrantsOrScholarshipsAmt
Other Expenditures$6,013,834OtherExpendituresAmt
End Year Balance$182,429,868EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$183,755,806BeginningYearBalanceAmt
Contributions$3,860,385ContributionsAmt
Investment Earnings Or Losses$4,757,576InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,482,703GrantsOrScholarshipsAmt
Other Expenditures$5,855,198OtherExpendituresAmt
End Year Balance$184,035,866EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$174,207,413BeginningYearBalanceAmt
Contributions$2,884,395ContributionsAmt
Investment Earnings Or Losses$16,947,391InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,397,449GrantsOrScholarshipsAmt
Other Expenditures$5,808,051OtherExpendituresAmt
Administrative Expenses$2,077,893AdministrativeExpensesAmt
End Year Balance$183,755,806EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$158,599,584BeginningYearBalanceAmt
Contributions$5,525,510ContributionsAmt
Investment Earnings Or Losses$20,365,606InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,312,534GrantsOrScholarshipsAmt
Other Expenditures$5,843,266OtherExpendituresAmt
Administrative Expenses$2,127,487AdministrativeExpensesAmt
End Year Balance$174,207,413EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$170,101,208BeginningYearBalanceAmt
Contributions$2,753,492ContributionsAmt
Investment Earnings Or Losses-$4,158,815InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,222,341GrantsOrScholarshipsAmt
Other Expenditures$5,631,859OtherExpendituresAmt
Administrative Expenses$2,242,101AdministrativeExpensesAmt
End Year Balance$158,599,584EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.80000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.20000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,289,054OtherCostOrOtherBasisAmt
Book Value$3,289,054BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$370,333,102OtherCostOrOtherBasisAmt
Depreciation$178,585,076DepreciationAmt
Book Value$191,748,026BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$52,781,461OtherCostOrOtherBasisAmt
Depreciation$42,253,867DepreciationAmt
Book Value$10,527,594BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$39,702,962OtherCostOrOtherBasisAmt
Depreciation$16,279,278DepreciationAmt
Book Value$23,423,684BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$228,988,358TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
HEDGE FUNDS$53,710,341F
PRIVATE PLACEMENT PROGRAMS$24,456,491F
FieldValueIRS element (for citing)
Total Book Value Securities$78,166,832TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
SWAP DERIVATIVES$12,511,874
ASSET RETIRMENT OBLIGATION$319,872
REFUNDABLE ADVANCES - US GOVERNMENT$5,513,110
FieldValueIRS element (for citing)
Total Liability$18,344,856TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$150,102,928TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$802,686NetUnrealizedGainsInvstAmt
Other Revenue-$67,747,609OtherRevenueAmt
Revenue Not Reported-$68,550,295RevenueNotReportedAmt
Revenue Subtotal$218,653,223RevenueSubtotalAmt
Other Revenues Not Included-$5,366OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$5,366RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$218,647,857TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$151,859,212TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$2,757,354OtherExpensesIncludedAmt
Expenses Not Reported$2,757,354ExpensesNotReportedAmt
Expenses Subtotal$149,101,858ExpensesSubtotalAmt
Other Expenses Not Included$67,025,764OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$67,025,764ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$216,127,622TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
ORGANIZATION'S COLLECTIONSPART III, LINE 4 The University's art collections consist of many different types of art including paintings, photographs, book collections, sports memorabilia, sculptures, figurines, antiques and artifacts. The collections enhance and further the purpose of the University in various ways, which include the ability of the student to learn to understand human experiences, both past and present, learn to adapt to and respect others' diverse ways of thinking, working, and expressing themselves, and analyzing nonverbal communication and making informed judgments about cultural products and issues.
ENDOWMENT FUNDSPART V, LINE 4 The purpose of the University's Endowment Fund is to support the educational mission of the University by providing a reliable source of funds for current and future use. Through quarterly drawdowns, the endowment is used to fund scholarships and grants as well as maintaining University facilities and program services.
PART X, LINE 2THE UNIVERSITY IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. BRU LLC IS A WHOLLY OWNED SINGLE-MEMBER LLC, A DISREGARDED ENTITY FOR TAX PURPOSES. BRYANT CHINA (H.K.) LIMITED IS A FOREIGN CORPORATION FOR TAX PURPOSES. ANY TAX LIABILITY OF BRU LLC OR BRYANT CHINA (H.K.) LIMITED IS REPORTED BY THE UNIVERSITY. BRYANT CHINA (H.K.) LIMITED HAD A WHOLLY-OWNED CONSOLIDATED SINGLE-MEMBER LLC, ZHUHAI BRYANT EDUCATIONAL CONSULTING CO. LTD. WHICH WAS INCORPORATED IN ZHUHAI, CHINA AND WAS A FOREIGN CORPORATION FOR TAX PURPOSES. THIS ENTITY WAS DISSOLVED IN 2019. THE UNIVERSITY BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS.
OTHER REVENUE INCLUDED IN FINANCIAL STATEMENTS NOT ON RETURNPART XI, LINE 2D SCHOLARSHIPS AND GRANTS $(66,891,829) ACCRUAL OF LIABILITY FOR ASSET REMEDIATION $ (577,258) NONOPERATING EXPENSES REPORTED UNDER EXPENSES $ (133,935) CHANGE IN SPLIT INTEREST AGREEMENT $ (18,864) CHANGE IN FAIR VALUE OF INTEREST RATE SWAPS $ (2,880,161) BRYANT CHINA (H.K.) REVNUES $ 2,754,438 --------------- TOTAL $(67,747,609)
OTHER REVENUE INCLUDED ON RETURN NOT IN FINANCIAL STATEMENTSPART XI, LINE 4B FUNDRAISING EXPENSE $ (2,357) RAFFLE EXPENSES $ (3,009) -------------- TOTAL $ (5,366)
OTHER EXPENSES INCLUDED IN FINANCIAL STATEMENTS NOT ON RETURNPART XII, LINE 2D FUNDRAISING EXPENSE $ 2,357 RAFFLE EXPENSES $ 3,009 BRYANT CHINA (H.K.) EXPENSES $ 2,751,988 -------------- TOTAL $ 2,757,354
OTHER EXPENSES INCLUDED ON RETURN NOT IN FINANCIAL STATEMENTSPART XII, LINE 4B SCHOLARSHIPS AND GRANTS $ 66,891,829 NONOPERATING EXPENSES REPORTED UNDER EXPENSES $ 133,935 ---------------- TOTAL $ 67,025,764

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E QUESTION 3BRYANT UNIVERSITY DOES NOT CURRENTLY PUBLICIZE ITS NONDISCRIMINATORY POLICY THROUGH NEWSPAPER AND BROADCAST MEDIA. HOWEVER, WITHIN THE "CAMPUS AND COMMUNITY" SECTION OF BRYANT UNIVERSITY'S WEBPAGE THERE IS AN ENTIRE PAGE TITLED "CULTURE OF RESPECT AND INCLUSION" THAT IS DEVOTED TO BRYANT'S COMMITMENT OF "PROVIDING AN INCLUSIVE AND WELCOMING EDUCATIONAL AND WORKING ENVIRONMENT FOR ALL MEMBERS OF ITS CAMPUS COMMUNITY." THIS PAGE IS ACCESSIBLE TO ALL WHO VISIT BRYANT'S WEBSITE INCLUDING PROSPECTIVE STUDENTS AND THEIR PARENTS. IN ADDITION, AT THE BOTTOM OF THE UNIVERSITY'S HOMEPAGE THE NONDISCRIMINATION POLICY IS CLEARLY DESCRIBED.
SCHEDULE E QUESTION 6ABRYANT UNIVERSITY HAS RECEIVED STUDENT FINANCIAL ASSISTANCE FUNDS THROUGH THE FOLLOWING U.S. DEPARTMENT OF EDUCATION PROGRAMS: 1. FEDERAL PELL GRANT, 2. FEDERAL SUPPLEMENTAL EDUCATION OPPORTUNITY GRANT, 3. FEDERAL WORK-STUDY, 4. FEDERAL PERKINS LOAN, 5. FEDERAL DIRECT LOAN. IN ADDITION, BRYANT RECEIVED FUNDS FROM THE VETERANS ADMINISTRATION AND VARIOUS STATE GOVERNMENT AGENCIES INCLUDING: THE RHODE ISLAND HIGHER EDUCATION ASSISTANCE AUTHORITY, THE MASSACHUSETTS OFFICE OF STUDENT FINANCIAL ASSISTANCE, AND OTHERS.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (44 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxtEmployeeEmployeeCnt
Central America and the CaribbeanGrantmaking$271,000
East Asia and the PacificGrantmaking$1,541,434
Europe (Including Iceland and Greenland)Grantmaking$933,882
Middle East and North AfricaGrantmaking$76,000
North AmericaGrantmaking$461,524
Russia and the Newly Independent StatesGrantmaking$20,000
South AmericaGrantmaking$265,764
South AsiaGrantmaking$542,630
Sub-Saharan AfricaGrantmaking$195,144
Europe (Including Iceland and Greenland)Fundraising$1,149
Central America and the CaribbeanProgram Services$1,909Study Abroad
East Asia and the PacificProgram Services$755,237Study Abroad
Europe (Including Iceland and Greenland)Program Services$2,195,088Study Abroad
Middle East and North AfricaProgram Services$35Study Abroad
North AmericaProgram Services$2,967Study Abroad
South AmericaProgram Services$576,243Study Abroad
Sub-Saharan AfricaProgram Services$17,480Study Abroad
Central America and the CaribbeanProgram Services$6,988Student Recruiting
East Asia and the PacificProgram Services$8,894Student Recruiting
Europe (Including Iceland and Greenland)Program Services$19,851Student Recruiting
North AmericaProgram Services$2,449Student Recruiting
South AmericaProgram Services$1,926Student Recruiting
South AsiaProgram Services$29,605Student Recruiting
Sub-Saharan AfricaProgram Services$2,487Student Recruiting
Central America and the CaribbeanProgram Services$5,280Build Relationships
East Asia and the PacificProgram Services$65,661Build Relationships
Europe (Including Iceland and Greenland)Program Services$5,107Build Relationships
North AmericaProgram Services$1,361Build Relationships
East Asia and the PacificProgram Services$1,000Export Assistance
Europe (Including Iceland and Greenland)Program Services$55,657Export Assistance
North AmericaProgram Services$5,618Export Assistance
AntarcticaProgram Services$2,219Int'l Learning (EE)
Central America and the CaribbeanProgram Services$5,280Int'l Learning (EE)
East Asia and the PacificProgram Services$6,861Int'l Learning (EE)
Central America and the CaribbeanInvestments$23,729,008
Europe (Including Iceland and Greenland)Investments$1,813,689
North AmericaInvestments$1,195,968
Central America and the CaribbeanSend agents to seminar$1,506
East Asia and the PacificSend agents to seminar$7,358
Europe (Including Iceland and Greenland)Send agents to seminar$13,440
North AmericaSend agents to seminar$5,243
South AmericaSend agents to seminar$1,531
Sub-Saharan AfricaSend agents to seminar$2,153
East Asia and the PacificProgram ServicesDEAN/ASST DIR OF EXCHA2
FieldValueIRS element (for citing)
Continuation Total Employee2ContinuationTotalEmployeeCnt
Total Employee2TotalEmployeeCnt
Subtotal Spent$7,857,486SubtotalSpentAmt
Continuation Spent$26,996,140ContinuationSpentAmt
Total Spent$34,853,626TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
SCHOLARSHIPSCentral America and the Caribbean18$271,000student acct
SCHOLARSHIPSEast Asia and the Pacific94$1,541,434student acct
SCHOLARSHIPSEurope (Including Iceland and Greenland)29$933,882student acct
SCHOLARSHIPSMiddle East and North Africa4$76,000student acct
SCHOLARSHIPSNorth America10$461,524student acct
SCHOLARSHIPSRussia and the Newly Independent States1$20,000student acct
SCHOLARSHIPSSouth America13$265,764student acct
SCHOLARSHIPSSouth Asia33$542,630student acct
SCHOLARSHIPSSub-Saharan Africa8$195,144student acct
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
MONITOR THE USE OF GRANTS FUNDS OUTSIDE THE U.S.PART I, LINE 2 THE UNIVERSITY ONLY DISTRIBUTES GRANTS DIRECTLY INTO STUDENT ACCOUNTS TO OFFSET THE STUDENT'S OUTSTANDING BALANCE FOR THE SEMESTER TO ENSURE THESE FUNDS HAVE BEEN UTILIZED FOR THEIR INTENDED PURPOSE.
ACCOUNTING METHODPART I, LINE 3, COLUMN (F) THE UNIVERSITY USED THE ACCRUAL METHOD TO ACCOUNT FOR EXPENDITURES IN EACH REGION. INVESTMENTS ARE MEASURED AT FAIR MARKET VALUE.
EMPLOYEES IN THE REGIONPART I, LINE 3(10) (PAGE 3) THE DEAN AND ASST. DIRECTOR OF EXCHANGE/ACADEMIC PROGRAMS ARE LOCATED IN EAST ASIA IS AN EMPLOYEE OF BRYANT UNIVERSITY. THE SALARY IS AN EXPENSE OF BRYANT CHINA (H.K.).

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndRetained By ContractorRetainedByContractorAmt
Working Philanthropy
3425 BANNERMAN RD SUITE 105-175TALLAHASSEEFL32312prospect researchfalse$15,300
Maria Lawrence
651A COOPER HILL ROADMAPLEVILLERI02839Fundraising Consultingfalse$29,375
McClure Park LLC SoW
1281 Win Hentschel BlvdWest LafayetteIN47906FUNDRAISING CONSULTINGfalse$11,250
JP Analytics Consulting
106 Fieldstone CircleIthacaNY14850Prospect Researchfalse$5,000
FieldValueIRS element (for citing)
Total Retained By Contractors$60,925TotalRetainedByContractorsAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Golf TournamentEvent1Nm
Gross Receipts Event1$40,090GrossReceiptsEvent1Amt
Charitable Contri Event1$34,050CharitableContriEvent1Amt
Gross Revenue Event1$6,040GrossRevenueEvent1Amt
Other Direct Expenses Event1$2,357OtherDirectExpensesEvent1Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Total$40,090GrossReceiptsTotalAmt
Charitable Contributions Tot$34,050CharitableContributionsTotAmt
Gross Revenue Total Events$6,040GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$2,357OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$2,357DirectExpenseSummaryEventsAmt
Net Income Summary$3,683NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Other Gaming$34,543GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming$2,500CashPrizesOtherGamingAmt
Non Cash Prizes Other Gaming$386NonCashPrizesOtherGamingAmt
Oth Direct Expnss Other Gaming$123OthDirectExpnssOtherGamingAmt
Volunteer Labor Other GamingYes (true)VolunteerLaborOtherGamingInd
Volunteer Labor Other Gaming0.95000VolunteerLaborOtherGamingPct
Gross Revenue Total Gaming$34,543GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming$2,500CashPrizesTotalGamingAmt
Non Cash Prizes Total Gaming$386NonCashPrizesTotalGamingAmt
Oth Direct Expnss Total Gaming$123OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming$3,009DirectExpenseSummaryGamingAmt
Net Gaming Income Summary$31,534NetGamingIncomeSummaryAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedRIStatesWhereGamingConductedCd
LicensedYes (true)LicensedInd
License Suspended EtcfalseLicenseSuspendedEtcInd
Gaming With NonmembersfalseGamingWithNonmembersInd
Member Of Other EntityfalseMemberOfOtherEntityInd
Individual With BooksBrian KeaneIndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line11150 DOUGLAS PIKEAddressLine1Txt
CitySMITHFIELDCityNm
State AbbreviationRIStateAbbreviationCd
ZIP02917ZIPCd
FieldValueIRS element (for citing)
Cntrct With3rd Prty For Game RevfalseCntrctWith3rdPrtyForGameRevInd
Gaming Manager PersonBrian KeaneGamingManagerPersonNm
Gaming Manager Compensation$0GamingManagerCompensationAmt
Gaming Manager Services ProvOrganized raffle, fund collection,& Winner PaymentGamingManagerServicesProvTxt
Gaming Manager Is EmployeeYes (X)GamingManagerIsEmployeeInd
Charitable Distribution RqrfalseCharitableDistributionRqrInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGAMINGFormAndLineReferenceDesc
ExplanationPART III, LINE 2 & 3 Men's and Women's Swimming conducted a raffle to meet their fundraising goals. First prize was $2,500 and the second prize was an Apple watch that was purchased from Apple for $243.31. Softball held a raffle to support their fundraising goals. The majority of the prizes were donated with the exception of items purchased from the bookstore in the amount of $142.95. PART III, Line 16 Seamus Purcell and Brianna ChiusanoExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (9 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
ACADEMIC/NEED-BASED SCHOLARSHIPS3527$49,472,541
ANNUAL GIFTS81$341,417
ATHLETIC AWARDS361$7,858,078
DIVERSITY AWARDS50$1,157,000
ENDOWED SCHOLARSHIPS251$1,463,580
SPECIAL PROGRAMS356$1,587,302
STATE & INSTITUTION74$273,971
SEOG PROGRAM379$399,767
FWS COMMUNITY SERVICE22$30,795

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2FormAndLineReferenceDesc
ExplanationPROCEDURES TO MONITOR THE USE OF GRANT FUNDS IN THE U.S. All Federal Title IV funds received by Bryant University are managed in strict compliance with all requirements set forth in the Program Participation Agreement, a formal agreement between Bryant University and the U.S. Department of Education. The Program Participation Agreement is personally endorsed by both the Chief Executive Officer of Bryant University and the Secretary of the U.S. Department of Education. Compliance with all Title IV requirements is monitored by the Director of Financial Aid with the assistance of four (exempt) professional financial aid administrators and three (non-exempt) support staff members. Compliance capability is greatly enhanced through the use of the Banner integrated management information system and its effective interface with other Department of Education systems. The University provides assistance for community support to various organizations through their fundraising events. In the current year, no organization received over $5,000 from the University in this capacity.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmountOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt
Ronald K Machtley
President/Trustee$714,231$0$82,461$31,800$99,401$927,893
Barry F Morrison
VP-BUSINESS AFFAIRS/TREASURER$376,446$36,789$71,254$51,800$38,182$574,471$40,000
Charles F LoCurto
VP-INFORMATION SERVICES/CIO$305,453$37,383$71,244$56,800$25,372$496,252$60,000
Glenn M Sulmasy
Provost$289,744$34,588$7,242$31,800$69,818$433,192
David C Wegrzyn
VP-UNIVERSITY ADVANCEMENT$264,251$36,014$5,515$30,988$78,885$415,653
William Smith
Director of Athletics$201,148$32,395$57,940$24,498$91,920$407,901
Madan G Annavarjula
Dean, College of Business$258,967$22,000$21,322$51,800$28,905$382,994
Michael J Pressler
Head Men's Lacrosse Coach$209,037$0$86,900$23,284$59,918$379,139
Timothy T Paige
VP Human Resources$242,726$35,679$3,558$28,491$30,718$341,172
Hong Yang
VP INTERNATIONAL AFFAIRS$220,352$37,718$21,227$27,070$25,512$331,879
Daniel J Borgia
Dean, Bryant Zhuhai$200,823$0$58,949$23,167$39,841$322,780
Peter J Nigro
Professor, Sarkisian Chair$264,907$0$1,871$22,903$28,055$317,736
Roger L Anderson
Executive Asst. to Pres$184,598$21,700$32,624$51,330$25,209$315,461
Michelle L Cloutier
VP OF ENROLLMENT MANAGEMENT$191,443$38,180$7,430$22,641$31,599$291,293
Bradford D Martin
DEAN, COLLEGE OF ARTS&SCIENCE$184,641$4,500$915$21,056$25,151$236,263
Wendy Samter
Assoc Dean, Coll of Arts & Sci$175,317$2,500$12,279$18,430$11,635$220,161
VK Unni
Faculty Professor, FKE$115,499$0$20,000$12,255$25,387$173,141

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
BENEFITSPART I, LINE 1A RONALD MACHTLEY, PRESIDENT OF THE UNIVERSITY AND MEMBER OF THE BOARD OF TRUSTEES, TRAVELLED ON ONE TRIP WITH HIS SPOUSE, KATI MACHTLEY, ON UNIVERSITY RELATED BUSINESS. THESE EXPENSES ARE NOT CONSIDERED COMPENSATION FOR PRESIDENT MACHTLEY SINCE THE TRIP WAS BUSINESS RELATED AND MRS. MACHTLEY IS ALSO AN EMPLOYEE OF THE UNIVERSITY. ACCORDING TO THE UNIVERSITY'S POLICY, TRAVEL FOR THE PRESIDENT'S COMPANION SHALL ONLY BE REIMBURSED WHEN INCURRED WHILE CONDUCTING BUSINESS FOR THE UNIVERSITY. THE UNIVERSITY PAID FOR CLUB MEMBERSHIPS AND ASSOCIATED FEES FOR PRESIDENT MACHTLEY, BARRY MORRISON (VP FOR BUSINESS AFFAIRS), DAVID WEGRZYN (VP FOR UNIVERSITY ADVANCEMENT), WILLIAM SMITH (DIRECTOR OF ATHLETICS), MICHAEL PRESSLER (HEAD MEN'S LACROSSE COACH) AND MICHELLE CLOUTIER (VP OF ENROLLMENT MANAGEMENT). THESE MEMBERSHIPS WERE OBTAINED FOR BUSINESS PURPOSES, AND ARE INCLUDED AS NON-TAXABLE BENEFITS IN PART II. PERSONAL, NON-BUSINESS RELATED USAGE EXPENSES ARE PAID FOR BY THE EMPLOYEE, NOT THE UNIVERSITY. AS A CONDITION OF THEIR EMPLOYMENT, THE UNIVERSITY PROVIDED ON-CAMPUS HOUSING FOR PRESIDENT MACHTLEY; GLENN SULMASY, PROVOST; INGE-LISE AMEER, VICE PRESIDENT FOR STUDENT AFFAIRS; AND WILLIAM SMITH, DIRECTOR OF ATHLETICS. THE UNIVERSITY PROVIDES CUSTODIAL SERVICES TO MAINTAIN THE HOUSING. THESE AMOUNTS ARE INCLUDED AS NON-TAXABLE BENEFITS IN PART II. WILLIAM SMITH, DIRECTOR OF ATHLETICS, RECEIVED A FIXED AMOUNT OF ADDITIONAL COMPENSATION PLUS TAXES MONTHLY. THIS IS TREATED AS TAXABLE COMPENSATION AND IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III).
NONQUALIFIED SUPPLEMENTAL RETIREMENT PLANPART I, LINE 4B THE FOLLOWING INDIVIDUALS PARTICIPATE IN A NONQUALIFIED SUPPLEMENTAL RETIREMENT PLAN FOR WHICH CONTRIBUTIONS WERE MADE IN 2019 RELATED TO EARNINGS FOR CALENDAR YEAR 2019: BARRY MORRISON (VP OF BUSINESS AFFAIRS), CHARLES LOCURTO (VP OF INFORMATION SERVICES/CIO), ROGER ANDERSON (EXECUTIVE ASSISTANT TO THE PRESIDENT), AND MADAN ANNAVARJULA (DEAN OF THE COLLEGE OF BUSINESS). IN 2019 DISTRIBUTIONS WERE MADE TO CHARLES LOCURTO FOR A PLAN FOR CALENDAR YEAR 2016, 2017, AND 2018 WHICH VESTED ON 01-01-2019, AND TO BARRY MORRISON FOR A PLAN FOR CALENDAR YEARS 2017 AND 2018 WHICH VESTED ON 01-01-2019.
AT-RISK COMPENSATIONPART I, LINE 7 AT-RISK COMPENSATION (ARS) AWARD IS BASED ON THE ACHIEVEMENT OF AN OBJECTIVE AND QUANTITATIVE SET OF MEASURABLE GOALS WHICH ARE MUTUALLY ESTABLISHED BETWEEN THE PRESIDENT AND ELIGIBLE PARTICIPANTS AT THE BEGINNING OF EACH FISCAL YEAR. THE PRESIDENT MAKES HIS ASSESSMENT OF EACH PARTICIPANT'S ACHIEVEMENT OF SPECIFIC GOALS, AND PRESENTS HIS "AT RISK AWARD" RECOMMENDATION TO THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES FOR FINAL REVIEW AND APPROVAL.
OTHER COMPENSATION DETAILSPART II, COLUMN B (III) INCLUDES PAYMENTS FOR GROUP TERM LIFE PREMIUMS AND PERSONAL USE OF AUTO. PART II, COLUMN C INCLUDES EMPLOYER CONTRIBUTIONS TO SECTION 403(B) PLANS AND OTHER DEFERRED COMPENSATION PLANS. PART II, COLUMN D INCLUDES NON-TAXABLE BENEFITS INCLUDING UNDERGRADUATE TUITION REMISSION, EMPLOYER HEALTH BENEFITS, LIFE INSURANCE AND DISABILITY BENEFIT PREMIUM PAYMENTS, AS WELL AS THE VALUE OF ON-CAMPUS HOUSING PROVIDED TO CERTAIN EMPLOYEES UNDER REQUIREMENTS OF THEIR EMPLOYMENT CONTRACTS.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
RI Health and Educational Bldng Corp SERIES 2008
A521300173762197CE92008-04-24$50,420,000Refunding 12/8/05 Bonds & 6/21/07falsefalsefalse
RI Health and Educational Bldng Corp SERIES 2014
B521300173762197RA12014-06-04$49,462,785To construct/equip various facilitfalsefalsefalse
RI Health and Educational Bldng Corp SERIES 2019
C5213001730000000002019-12-06$17,300,000To construct/equip various facilitfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$6,130,000$0$50,420,000$0$0$0$395,680$24,320$0$0$50,000,000$02008Yes (true)falseYes (true)Yes (true)
B$5,020,000$0$49,686,153$0$0$0$432,419$0$0$49,253,734$0$02016falsefalseYes (true)Yes (true)
C$641,149$0$17,329,186$0$0$0$125,430$0$0$12,947,824$0$4,255,932falsefalsefalseYes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)falsefalse0.005000.002000.00700falsefalsefalseYes (true)
BfalseYes (true)falsefalse0falsefalsefalseYes (true)
CfalseYes (true)falsefalse0falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
WELLS FARGOBARCLAYS
AfalsefalsefalseYes (true)Yes (true)Yes (true)26.5falsefalsefalse0falseYes (true)
0
BfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
CfalsefalseYes (true)falsefalsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, COLUMN B, LINE 3The difference of $223,368 between Part I Line B Column (e) and Part II Line 3 Column (B) is the investment earnings. PART II, COLUMN C, LINE 3 The difference of $29,186 between Part I Line C Column (e) and Part II Line 3 Column (C) is the investment earnings.
PART IV, COLUMN A, LINE 2CArbitrage calculation prepared on April 24, 2018.
PART IV, COLUMN B, LINE 2CArbitrage calculation prepared on June 4, 2019.
PART IV, COLUMN C, LINE 2CSpending exception met in accordance with 26 U.S. Code 148(f)(4)(C)

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxtCash GrantCashGrantAmtType Of AssistanceTypeOfAssistanceTxtAssistance PurposeAssistancePurposeTxt
NA
N/A$22,248TUITIONTUITION REMISSION
NA
N/A$16,686TUITIONTUITION REMISSION

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonKATI MACHTLEYPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionSPOUSE OF RONALD MACHTLEYRelationshipDescriptionTxt
Transaction$98,874TransactionAmt
TransactionSALARY & BENEFITS PAID BY UNIVTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$21,800NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISAL OF FMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution10ContributionCnt
Noncash Contributions Rpt F990$1,167,297NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVERAGE OF HIGH/LOWMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)GOLF TOURNAMENTS1$400FMV
Yes (X)MISCELLANEOUS11$29,633FMV
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceNUMBER OF CONTRIBUTIONSFormAndLineReferenceDesc
ExplanationPART I, COLUMN B THE AMOUNT REPORTED IN THIS COLUMN DENOTES THE NUMBER OF CONTRIBUTIONS RECORDED DURING THE FISCAL YEAR.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINES 4A-4BLINE 4A *UNDERGRADUATE, GRADUATE AND CERTIFICATE PROGRAMS - INCLUDING ACADEMIC SUPPORT, STUDENT SERVICES, AND PUBLIC SERVICE* Bryant University offers undergraduate and graduate degrees, graduate certificates, and executive education programs. The FTE for the undergraduate program in Smithfield, RI was 3,268 and the graduate program was 296. Within the undergraduate program there are two schools, the College of Arts and Sciences and the College of Business. The College of Arts and Sciences offers a wide range of study in the humanities, social sciences, mathematics, and the natural sciences. The College of Business's impressive array of business specialties offers students the depth and breadth of a large, premier business school combined with the individual attention that is a Bryant hallmark. The Graduate School of Business is part of the College of Business at Bryant, which is one of only 5% of all business programs in the world accredited by AACSB International - the Association to Advance Collegiate Schools of Business. The Graduate School of Health Sciences offers a Physician Assistant Studies Program offering exceptional medical education and hands-on training. In addition, Bryant also offers educational opportunities through The Executive Development Center. The Executive Development Center offers professional certificate programs that provide high-level management skills in critical business areas for executives, high-potential, career aspiring individuals, and growth-focused corporations. LINE 4B *AUXILIARY SERVICES - DINING AND HOUSING* Approximately 73% of our Smithfield students reside on campus in our residence halls and townhouses. Living options at Bryant University are designed to foster a gradual increase of independent lifestyle and individual responsibility. First- year students have the opportunity to establish relationships with large numbers of classmates in a more traditional setting. Sophomores and Juniors experiment with small-group living while eating in common areas with all resident students. Most seniors live independently in townhouse units with full responsibility for their cooking, cleaning, etc. All living areas include telephone, cable, and computer access. All students who live on campus, except for those in the townhouses, are required to participate in a meal plan. Bryant offers a number of plans to provide students flexible options for on-campus dining at the several locations available on campus.
FAMILY OR BUSINESS RELATIONSHIPSPART VI, SECTION A, QUESTION 2 THE FOLLOWING MEMBERS OF THE UNIVERSITY'S BOARD OF TRUSTEES ALSO SERVE AS DIRECTORS OF BRYANT CHINA (HK) LIMITED: RONALD MACHTLEY AND DAVID WEINSTEIN.
FORM 990 REVIEW PROCESSPART VI, SECTION B, QUESTION 11B PRIOR TO FILING THE UNIVERSITY'S FORM 990 WITH THE IRS, IT IS REVIEWED BY THE UNIVERSITY'S AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE AUDIT COMMITTEE IS THE GOVERNING BODY OF THE UNIVERSITY THAT HAS OVERSIGHT OF ALL FINANCIAL AND COMPLIANCE ISSUES OF THE UNIVERSITY AND REPORTS THE PROCEEDINGS OF ALL OF ITS MEETINGS TO THE FULL BOARD OF TRUSTEES. A COMPLETE COPY OF THE FORM 990 IS DISTRIBUTED TO EACH VOTING BOARD MEMBER PRIOR TO FILING.
CONFLICT OF INTEREST POLICYPART VI, SECTION B, QUESTION 12C THE UNIVERISTY CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY FIRST ENSURING THE CONFLICT OF INTEREST FORMS ARE CONTINUALLY UPDATED BY THE TRUSTEES AND EMPLOYEES. THE FORMS ARE REVIEWED ANNUALLY TO IDENTIFY ANY DISCLOSURES OF CONFLICTS OF INTEREST, AND AS A RESULT, NO BOARD MEMBER CAN VOTE ON ANY ITEM THEY HAVE A CONFLICT OF INTERST WITH. THE VICE PRESDIENT OF BUSINESS AFFAIRS REVIEWS THE CONFLICT OF INTEREST FORMS, AND ANY POTENTIAL CONFLICT WOULD BE DISCUSSED WITH THE AUDIT COMMITTEE CHAIR. IN ADDITION, ANY BUSINESS CONDUCTED BY THE UNIVERSITY WITH ANY ORGANIZATION RELATED TO A BRYANT UNIVERSITY TRUSTEE OR EMPLOYEE MUST BE A HANDS-OFF TRANSACTION WITH NO INVOLVEMENT OF THE TRUSTEE OR EMPLOYEE. THIS MONITORING AND ENFORCING IS DONE PRIMARILY THROUGH THE PRESIDENT'S OFFICE.
COMPENSATION POLICYPART VI, SECTION B, QUESTION 15A & 15B THE BOARD OF TRUSTEES, THROUGH ITS EXECUTIVE COMPENSATION COMMITTEE (THE "COMMITTEE"), UTILIZES AN EXECUTIVE COMPENSATION PHILOSOPHY, AMENDED AND RATIFIED BY THE BOARD OF TRUSTEES IN OCTOBER 2007, TO ESTABLISH COMPENSATION FOR ALL UNIVERSITY OFFICERS AND KEY EXECUTIVES. THE UNIVERSITY PREPARES AN ANNUAL REPORT, THE "EXECUTIVE COMPENSATION REPORT, DISCUSSION REPORT FOR THE EXECUTIVE COMPENSATION COMMITTEE". THE REPORT SUMMARIZES ANNUAL PERFORMANCE AGAINST INSTITUTIONAL BENCHMARKS, ANNUAL STRATEGIC GOALS AND DIVISIONAL OPERATIONS OBJECTIVES, AND PROVIDES MARKET COMPARABILITY DATA FOR THE DESIGNATED POSITIONS. THE PRESIDENT ALSO PROVIDES A COVER MEMO TO THE COMMITTEE THAT ANALYZES AND RECOMMENDS TARGET ACHIEVEMENTS SET BY THE PERFORMANCE BONUS PLAN, BASE SALARY AND MAXIMUM PERFORMANCE BONUS FOR EACH EXECUTIVE. BASED ON THIS INFORMATION, THE COMMITTEE MAKES A DETERMINATION RELATIVE TO COMPENSATION FOR THE PRESIDENT AND REVIEWS AND AUTHORIZES THE PRESIDENT'S COMPENSATION RECOMMENDATION FOR THE EXECUTIVE TEAM. IN ADDITION, IN 2015 THE UNIVERSITY ENGAGED AN OUTSIDE CONSULTING COMPANY TO PERFORM A HIGH LEVEL AUDIT AND PROVIDE RECOMMENDATIONS ON CHANGES TO SPECIFIC ELEMENTS IN THE EXECUTIVE COMPENSATION PROGRAM. THE CONSULTING COMPANY BELIEVES THE ELEMENTS WERE WELL DOCUMENTED AND COMPREHENSIVE. THE UNIVERSITY COMPLIES WITH THE THREE REQUIREMENTS OF THE REBUTTABLE PRESUMPTION STANDARD, AS OUTLINED IN TREASURY REGULATIONS SECTION 53.4958-6: (1) EXECUTIVE COMPENSATION IS AUTHORIZED BY AN INDEPENDENT COMMITTEE OF THE BOARD OF DIRECTORS, (2) THE COMMITTEE AUTHORIZING EXECUTIVE COMPENSATION OBTAINS AND RELIES ON APPROPRIATE DATA AS TO COMPARABILITY PRIOR TO MAKING DETERMINATIONS, AND (3) THE COMMITTEE ADEQUATELY DOCUMENTS THE BASIS FOR DETERMINATIONS CONCURRENTLY WITH MAKING THE DETERMINATION.
PUBLIC DISCLOSUREPART VI, SECTION C, QUESTION 19 THE UNIVERSITY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE ON FILE IN THE PRESIDENT'S OFFICE AND THE FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE CONTROLLER'S OFFICE.
OTHER CHANGES IN NET ASSETSPART XI, LINE 9 CHANGE IN FAIR VALUE OF INTEREST RATE SWAP $ (2,880,161) CHANGE IN OTHER LIABILITIES $ (577,257) CHANGE IN SPLIT INTEREST AGREEMENT $ (18,864) ------------- TOTAL $ (3,476,282)

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1BRU LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11150 DOUGLAS PIKEAddressLine1Txt
CitySMITHFIELDCityNm
State AbbreviationRIStateAbbreviationCd
ZIP02917ZIPCd
FieldValueIRS element (for citing)
EIN231386793EIN
Primary ActivitiesREAL ESTATEPrimaryActivitiesTxt
Legal Domicile StateRILegalDomicileStateCd
End Of Year Assets$616,250EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1BRYANT UNIVBusinessNameLine1Txt

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPct
CHARITABLE REMAINDER UNITRUST(1)
CHARITABLE TRRIBRYANT UTRUSTYes (true)
BRYANT CHINA (HK) LIMITED
PROV PROG SERBRYANT UNIVCORPORATIONYes (true)11/F ONE PACIFIC PL 88 QUEENSWAYHONG KONGHKHK$2,754,438$307,0171.00000
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BRYANT CHINA (HK) LIMITED
P$2,748,898FMV
BRYANT CHINA (HK) LIMITED
Q$2,430,878FMV