2019-05-15T14:04:19-05:00 2018-06-30 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2017-07-01 314379537 UNIVERSITY OF RIO GRANDE UNIV 7402457358 218 NORTH COLLEGE AVENUE RIO GRANDE OH 45674 RUSSELL HENCHEY VP OF FINANCE 7402457358 2019-05-14 1 CAROL LALONDE CPA P00181637 2695674500 2019-05-14 67.59.56.32 2019-05-14 15:23:54 ED P 7EE5A7009C89D618A3874B8C357308207ADA91AC BCD91890B86AB1D1DA69BFC932A0D6ECC2ADE94B 2017 2019-02-21 02:37:17Z CATHERINE CLARK 218 NORTH COLLEGE AVENUE RIO GRANDE OH 45674 34369886 0 X WWW.RIO.EDU X 1876 OH 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. RIO WILL CONTINUE TO BE A LEARNER-CENTERED COMMUNITY. IT WILL CONTINUALLY PROVIDE SUPPORT, DEVELOPMENTAL ACTIVITIES AND MODERN EQUIPTMENT FOR FACULITY, STAFF AND STUDENTS. THIS SUPPORT ENABLES THE FACULITY AND STAFF TO INCREASE THE ON GOING LEARNING AND ACADEMIC ACHIEVEMENTS OF THE STUDENTS. RIO WILL CONSISTENTLY PROVIDE AN ENVIRONMENT WHERE LEARNING IS THE PRIORITY AND EXCELLENT TEACHING IS HONORED. THE INSTITUTION WILL RESPOND QUICKLY TO REGIONAL, STATE AND INTERNATIONAL NEEDS. 26 23 672 26 0 128 1298594 2137996 26329746 25979845 1181417 1329107 316989 679622 29126746 30126570 6178573 5230057 0 0 13449567 13909818 0 0 281388 8601449 9914199 28229589 29054074 897157 1072496 46916572 47727490 20305697 20213681 26610875 27513809 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 10365570 5230057 11404044 INSTRUCTION OF UNDERGRADUATE AND GRADUATE STUDENTS - STUDENTS CAN CHOOSE FROM OVER 70 ACADEMIC PROGRAMS, INCLUDING CERTIFICATE PROGRAMS, ASSOCIATES, BACHELORS AND MASTER'S DEGREES. THERE ARE OVER 1,900 STUDENTS THE UNIVERSITY OF RIO GRANDE CURRENTLY SERVES. THEIR LARGEST DEGREE PROGRAMS ARE THE BUSINESS, EDUCATION AND NURSING PROGRAMS. 8658472 9012878 UNIVERSITY OF RIO GRANDE HAS A CONTUNIING CONTRACT WITH RIO GRANDE COMMUNITY COLLEGE (RGCC). THE UNIVERSITY PROVIDES TO RGCC AND ITS STUDENTS INSTRUCTION IN ARTS AND SCIENCES, TECHNICAL STUDIES, ADULT EDUCATION AND DEVELOPMENT COURSES; ACCESS TO ALL NONRESIDENTIAL PHYSICAL FACILITIES OF THE UNIVERISTY; ACTIVITIES AVAILABLE TO THE STUDENTS SUCH AS ATHLETICS, CLUBS, DRAMATICS, AND OTHER APPROVED ACTIVITIES, STUDENT PERSONNEL SERVICES; AND APPROPRIATE OFFICE FOR RGCC'S ADMINISTRATIVE OFFICES. 5573891 6132545 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. 24597933 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 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 3321 0 1 672 1 1 1 0 0 0 0 0 0 0 0 0 X 26 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X RUSSELL HENCHEY 7402457358 218 NORTH COLLEGE AVE RIO GRANDE OH 45674 KAY V ERVIN CHAIR 2.00 0.00 X X 0 0 0 ROBERT FOSTER VICE CHAIR 2.00 0.00 X X 0 0 0 DICK LEGRAND TREASURER 2.00 0.00 X X 0 0 0 PETREA A BROWN SECRETARY 2.00 0.00 X X 0 0 0 ALICE DACHOWSKI BOARD MEMBER 1.00 0.00 X 0 0 0 RUSTY BOOKMAN BOARD MEMBER 1.00 0.00 X 0 0 0 GARY ROACH BOARD MEMBER 1.00 0.00 X 0 0 0 MARY PIERCE BOARD MEMBER 1.00 0.00 X 0 0 0 JACK FINCH BOARD MEMBER 1.00 0.00 X 0 0 0 JOE EULBERG BOARD MEMBER 1.00 0.00 X 0 0 0 STACIE VAUGHN HUTTON BOARD MEMBER 1.00 0.00 X 0 0 0 BRENT SAUNDERS BOARD MEMBER 1.00 0.00 X 0 0 0 JAMES CALDWELL BOARD MEMBER 1.00 0.00 X 0 0 0 NED RIEGEL BOARD MEMBER 1.00 0.00 X 0 0 0 DANIEL H WHITELEY BOARD MEMBER 1.00 0.00 X 0 0 0 THOMAS DAVISSON BOARD MEMBER 1.00 0.00 X 0 0 0 LARRY GUGLIELMI BOARD MEMBER 1.00 0.00 X 0 0 0 CLYDE M EVANS BOARD MEMBER 1.00 0.00 X 0 0 0 LARRY REES BOARD MEMBER 1.00 0.00 X 0 0 0 JIM MORRISON BOARD MEMBER 1.00 0.00 X 0 0 0 TIM KYGER 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 DEBBIE DONSKOV 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 MICHELLE JOHNSTON PRESIDENT 40.00 1.00 X 231041 0 113100 RICHARD SAX PROVOST/ VP OF ACADEMIC AFFAIRS 40.00 0.00 X 137889 0 8080 TIM PRUETT CFO 40.00 1.00 X 123085 0 23951 JAMES BESSETTE VP OF ENROLLMENT MGMT & MKTING 40.00 0.00 X 114945 0 36096 DONNA T MITCHELL DEAN SCHOOL OF HEALTH AND BEHAVIORAL SCIENCES 40.00 0.00 X 119110 0 43765 DAVID A LAWERENCE DEAN SCHOOOL OF LIBERAL ARTS AND SCIENCES 40.00 0.00 X 114156 0 19004 840226 0 243996 6 0 1 0 SODEXO INC & AFFILIATES 1473 CAVITT RD MONROEVILLE PA 15146 FOOD SERVICES 1136399 BRENTWOOD BUILDERS 100 PARKVIEW LANE CEDARVILLE OH 45314 DORM RENOVATION 579548 MID-AMERICAN CLEANING SERVICES 750 BUCKEYE ROAD LIMA OH 458041935 JANITORIAL SERVICES 562357 BAKER & HOSTETLER PO BOX 70189 CLEVELAND OH 44190 LEGAL SERVICES 135663 BUCKEYE HILLS CAREER CENTER PO BOX 157 RIO GRANDE OH 45674 EDUCATIONAL SERVICE-RESPIRATORY THERAPY 107162 5 227023 1910973 2137996 TUITION AND FEES 611310 12254224 12254224 COMMUNITY COLLEGE CONTRACT 900099 9012878 9012878 AUXILIARY ENTERPRISES 611710 3647164 3647164 BOOKSTORE 451211 1065579 1065579 25979845 1446795 1446795 110000 0 110000 110000 110000 4125628 4243316 -117688 -117688 -117688 STUDENT CHARGES 900099 36513 36513 STUDENT FINES AND ASSESSMENT 900099 29162 29162 503947 503947 569622 30126570 26549467 0 1439107 5230057 5230057 573202 69332 383917 119953 9823711 8448391 1306554 68766 341359 293568 45401 2390 2440479 2098812 324584 17083 731067 628718 97232 5117 215527 2155 213372 58393 58393 130833 130833 2319967 2236750 83217 120925 120925 297748 240574 42044 15130 429326 331375 74560 23391 1052035 831108 210407 10520 304136 259665 41236 3235 23522 18846 4441 235 449299 449299 1018838 876201 135505 7132 446497 352733 89299 4465 BOOKSTORE EXPENSE 858159 858159 ATHLETIC EXPENSES 450701 450701 BAD DEBTS 366779 366779 REPAIR & MAINTENANCE 248621 38498 210123 1122893 844586 274336 3971 29054074 24597933 4174753 281388 850888 568122 1231425 1203704 452916 26388 578177 628379 918960 807435 658414 620095 12377 29680 46993565 27637597 18685153 19355968 23038755 23943243 489507 544476 46916572 47727490 1755567 1759110 473475 512238 7906407 8277505 73232 71669 10097016 9593159 20305697 20213681 X 1910578 1370261 4198132 5532198 20502165 20611350 26610875 27513809 46916572 47727490 X 1072496 69936 -239498 X X 0 1 X 1 1 1 X 1744360 1786769 1092781 1298594 2137996 8060500 1744360 1786769 1092781 1298594 2137996 8060500 8060500 485758 647776 495724 611433 1394149 3634840 11695340 106516373 0.68920 0.65260 X 23162859 136191 1194798 747497 23746351 21731388 147502 2139242 855273 23162859 23496303 114854 -1105521 744248 21731388 23551012 657195 270165 982069 23496303 21370279 738609 2355889 913765 23551012 0.00000 0.86430 0.13570 1 1 1 2127867 2127867 29693972 13608679 16085293 2525676 2168168 357508 12646050 11860750 785300 19355968 US GOVERNMENT LOAN FUNDS 793859 ACCRUED PENSION COSTS 8799300 9593159 24311254 69936 -239498 -169562 24480816 130833 5514921 5645754 30126570 23408320 0 23408320 130833 5514921 5645754 29054074 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 -238,210. CHANGE IN VALUE OF INTEREST RATE SWAP -1,288. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP AND TUITION REIMISSION 5,514,921. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP AND TUITION REIMISSION 5,514,921. 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 RECIALLY NONDISCRIMINATORY POLICY IS POSTED IN THE SCHOOL BULLETIN AND CATALOG DISTRIBUTED TO PROSPECTIVE STUDENTS AND THE STUDENT HANDBOOK TO ENROLL STUDENTS. 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 HIGHER EDUCATION GRANTS. U.S, PASS THROUGH FROM UNIVERSITY OF CINCINNATI OHIO DEANS COMPACT GRANT. DEPARTMENT OF HEALTH AND HUMAN SERVICES: NURSING STUDENT LOANS, BLOCK GRANTS. 1 SCHOLARSHIPS 652 2678994 ATHLETIC SCHOLARSHIPS 267 2154098 NURSING SCHOLARSHIPS 7 4645 GRADUATE 20 392320 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 STUDENTS 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 1 1 X X 0 0 0 0 0 0 0 0 0 MICHELLE JOHNSTON PRESIDENT 230796 0 0 0 245 0 9528 0 103572 0 344141 0 0 0 JAMES BESSETTE VP OF ENROLLMENT MGMT & MKTING 114754 0 0 0 191 0 4708 0 31388 0 151041 0 0 0 DONNA T MITCHELL DEAN SCHOOL OF HEALTH AND BEHAVIORAL 118611 0 0 0 499 0 4799 0 38966 0 162875 0 0 0 PART I, LINE 1A THE PRESIDENT IS REQUESTED TO LIVE ON CAMPUS AS PART OF HER COMPENSATION CONTRACT. THE VALUE OF THE HOUSING THE PRESIDENT RECEIVED IS $3,935 A MONTH AND THE ANNUAL AMOUNT OF $47,218 IS REPORTED IN SCH J PART II AS A NONTAXABLE BENEFIT PROVIDED. THE BENEFIT IS CONSIDERED NONTAXABLE PURSUANT TO IRC SECTION 119. PETREA BROWN FAMILY MEMBER OF ANNETTE WARD, EMPLOYEE 61250 EMPLOYMENT COMPENSATION 0 GARY ROACH PRESIDENT OF WEISMAN INSURANCE AGENCY AND >35% OWNERSHIP 302206 INSURANCE SERVICES 0 CLYDE EVANS FAMILY MEMBER OF DAVID SMALLEY, EMPLOYEE 56643 EMPLOYMENT COMPENSATION 0 FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING WITH THE IRS, THE FORM 990 IS REVIEWED BY THE CONTROLLER, THE DIRECTOR OF BUSINESS OFFICE, THE FINANCE COMMITTEE, AND THE CFO. AFTER REVIEW BY THE CONTROLLER, 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 COORESPONDING ISSUE AND DETERMINE IF THEIR IS AN ACTUAL CONFLICT OF INTEREST. IS 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 OCTOBER 2014. THE PRESIDENT IS UNDER A MUTIPLE 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 (CURRENTLY HEADED BY JOE EULBERG). 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 -238,210. CHANGE IN VALUE OF INTEREST RATE SWAP -1,288. EMERSON AND EVELYN EVANS AND SONS FNDT 218 NORTH COLLEGE AVE RIO GRAND OH 45674 311017994 SUPPORT ORG. OH 501(C)(3) LINE 12C, III-FI UNIVERSITY OF RIO GRANDE 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0