ROGER WILLIAMS UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ROGER WILLIAMS UNIVERSITY (EIN 05-0277222)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-06
- IRS object ID
- 201401269349301000
- Schema version
- 2012v2.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-06T10:55:03-07:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050277222 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROGER WILLIAMS UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROGE | NameControl |
| Phone | 4012531040 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Old Ferry Road | AddressLine1 |
| City | Bristol | City |
| State | RI | State |
| ZIP Code | 02809 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jerome F Williams | Name |
| Title | EVP for Finance & Administration | Title |
| Phone | 4012543536 | Phone |
| Date Signed | 2014-05-06 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Donald J Farish | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Old Ferry Road | AddressLine1 |
| City | Bristol | City |
| State | RI | State |
| ZIP Code | 02809 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 192411034 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.rwu.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1959 | YearFormation |
| State Legal Domicile | RI | StateLegalDomicile |
| Activity Or Mission Description | Roger Williams University is an independent university that combines the unique strengths of small liberal arts colleges and those of larger comprehensive universities and where liberal and professional education are enhanced by their integration and recognition of their unity. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3486 | TotalNbrEmployees |
| Total Nbr Volunteers | 255 | TotalNbrVolunteers |
| Total Gross UBI | 301709 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3810805 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6345601 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 166541963 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 171174007 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2652649 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3193241 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3132096 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3087902 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 176137513 | TotalRevenuePriorYear |
| Total Revenue Current Year | 183800751 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 35861602 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 38422437 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 80999521 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 81765393 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2531833 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 56425438 | OtherExpensePriorYear |
| Other Expenses Current Year | 56059315 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 173286561 | TotalExpensesPriorYear |
| Total Expenses Current Year | 176247145 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2850952 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 7553606 | RevenuesLessExpensesCY |
| Total Assets BOY | 289124000 | TotalAssetsBOY |
| Total Assets EOY | 295411000 | TotalAssetsEOY |
| Total Liabilities BOY | 199825000 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 192274000 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 89299000 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 103137000 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | See Schedule O | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 162327369 | Expense |
| Grants | 38422437 | Grants |
| Revenue | 172766463 | Revenue |
| Description | Higher Education: Roger Williams University (the "University"), located in Bristol and Providence, Rhode Island, is a private, coeducational university with programs in the liberal arts and the professions that includes the Feinstein College of Arts and Sciences, the School of Architecture, Art and Historic Preservation, the Mario J. Gabelli School of Business, the School of Education, the School of Engineering, Computing and Construction Management, the School of Justice Studies and the School of Continuing Studies. The University offers more than 40 majors of undergraduate study and 13 graduate degrees, along with numerous minors and certificate programs. The University is accredited by the New England Association of Schools and Colleges among other accrediting bodies. The University provides academic, residential and other services to a diverse student population predominately drawn from the Northeast region of the United States, as well as from many other U.S. states and territories and more than 50 foreign countries. Enrollment for fiscal year 2013 was approximately 3,774 full-time and 618 part-time undergraduates plus 178 full-time and 199 part-time graduate students. | Description |
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 162327369 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 281 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 3486 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Jerome F Williams | NamePerson |
| Telephone Number | 4012543536 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Old Ferry Road | AddressLine1 |
| City | Bristol | City |
| State | RI | State |
| ZIP Code | 02809 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (36 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| Timothy E Baxter | |||||||||
| Trustee | 1 | 0 | X | 0 | 0 | 0 | |||
| Richard L Bready | |||||||||
| Trustee - Chairman | 1 | 0 | X | 0 | 0 | 0 | |||
| Joseph M Brito Jr | |||||||||
| Trustee | 1 | 0 | X | 0 | 0 | 0 | |||
| Rodney A Butler | |||||||||
| Trustee | 1 | 0 | X | 0 | 0 | 0 | |||
| Gary R Chapman | |||||||||
| Trustee | 1 | 0 | X | 0 | 0 | 0 | |||
| Francis X Flaherty | |||||||||
| Trustee | 1 | 5 | X | 0 | 0 | 0 | |||
| Mario J Gabelli | |||||||||
| Trustee | 1 | 0 | X | 0 | 0 | 0 | |||
| Denise M Jenkins | |||||||||
| Trustee - Vice Chair | 1 | 0 | X | 0 | 0 | 0 | |||
| Jerrold L Lavine | |||||||||
| Trustee - Treasurer | 1 | 0 | X | 0 | 0 | 0 | X | ||
| Suzanne M Magaziner | |||||||||
| Trustee | 1 | 0 | X | 0 | 0 | 0 | |||
| Mark S Mandell | |||||||||
| Trustee | 1 | 1 | X | 0 | 0 | 0 | |||
| John McConnell | |||||||||
| Trustee | 1 | 0 | X | 0 | 0 | 0 | |||
| Marcia Morris | |||||||||
| Trustee | 1 | 0 | X | 0 | 0 | 0 | |||
| Sami Nacaroglu | |||||||||
| Trustee | 1 | 0 | X | 0 | 0 | 0 | |||
| Patricia Noonan | |||||||||
| Trustee | 1 | 0 | X | 0 | 0 | 0 | |||
| Helen Ostrowski | |||||||||
| Trustee | 1 | 0 | X | 0 | 0 | 0 | |||
| Scott W Pray | |||||||||
| Trustee | 1 | 0 | X | 0 | 0 | 0 | |||
| Frank E Rainieri Jr | |||||||||
| Trustee | 1 | 0 | X | 0 | 0 | 0 | |||
| Warren Simmons | |||||||||
| Trustee | 1 | 0 | X | 0 | 0 | 0 | |||
| Robert F Stoico | |||||||||
| Trustee | 1 | 0 | X | 0 | 0 | 0 | |||
| Arlene Violet | |||||||||
| Trustee | 1 | 0 | X | 0 | 0 | 0 | |||
| David Wajsgras | |||||||||
| Trustee | 1 | 0 | X | 0 | 0 | 0 | |||
| Joseph R Weisberger | |||||||||
| Trustee | 1 | 1 | X | 0 | 0 | 0 | |||
| Timothy B Yeaton | |||||||||
| Trustee | 1 | 0 | X | 0 | 0 | 0 | |||
| Donald J Farish | |||||||||
| Trustee - President | 35 | 5 | X | 379736 | 0 | 92341 | X | ||
| Robert H Avery | |||||||||
| Secretary / Sr VP & General Counsel | 40 | 0 | 224986 | 0 | 35072 | X | |||
| Jerome F Williams | |||||||||
| EVP for Finance & Administration | 35 | 5 | 222034 | 0 | 37454 | X | |||
| Lynn M Fawthrop | |||||||||
| VP for Enrollment Management and Retention | 40 | 0 | 215966 | 0 | 37080 | X | |||
| John J King | |||||||||
| VP for Student Affairs | 40 | 0 | 174779 | 0 | 47766 | X | |||
| Robert A Potter Jr | |||||||||
| Interim Provost/Dean School of Engineering | 40 | 0 | 176053 | 0 | 47572 | X | |||
| Robert L West | |||||||||
| VP for Advancement | 40 | 0 | 249485 | 0 | 19917 | X | |||
| Jerry W Dauterive | |||||||||
| Dean School of Business | 40 | 0 | 181928 | 0 | 31944 | X | |||
| Anthony L Hollingsworth | |||||||||
| Professor | 40 | 0 | 192693 | 0 | 29263 | X | |||
| Christopher M Neronha | |||||||||
| Associate General Counsel & Exec Director of Risk Management | 40 | 0 | 174571 | 0 | 14202 | X | |||
| Barbara S Poole | |||||||||
| Associate Professor | 40 | 0 | 294818 | 0 | 36509 | X | |||
| June S Speakman | |||||||||
| Professor | 40 | 0 | 177659 | 0 | 29263 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2664708 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 458383 | TotalOtherCompensation |
| Number Individuals GT100 K | 170 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Bon Appetit Management Company | |||||
| 100 Hamilton Avenue | Palo Alto | CA | 94301 | Dining Services/Food Costs | 5421223 |
| Shawmut Design & Construction | |||||
| 3 Davol Square | Providence | RI | 02903 | Construction | 1723106 |
| Behan Brothers | |||||
| 975 Aquidneck Ave | Middletown | RI | 02842 | Construction | 703340 |
| DaPonte's Landscaping Services | |||||
| 700 Wood Street | Bristol | RI | 02809 | Landscaping/Construction | 666984 |
| Carousel Industries Inc | |||||
| PO Box 842084 | Boston | MA | 02284 | Computer Services | 535379 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 62 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 67395 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 2635149 | GovernmentGrants |
| All Other Contributions | 3643057 | AllOtherContributions |
| Noncash Contributions | 16000 | NoncashContributions |
| Total Contributions | 6345601 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition | 611310 | 121767809 | 121767809 | 0 | $0 |
| Room and Board | 611310 | 40005504 | 40005504 | 0 | $0 |
| Student Fees | 611310 | 7620055 | 7620055 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1780639 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1780639 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 171174007 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 489644 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 46733 | UnrelatedBusinessRevenue |
| Exclusion | $442,911 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11792 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $11,792 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11274206 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8330187 | Securities |
| Other | 252214 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2944019 | Securities |
| Other | -252214 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2691805 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,691,805 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 12825 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 67395 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 27882 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -15057 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$15,057 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 0 | GrossSalesOfInventory |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Conferences | 900099 | 1260947 | 0 | 5420 | $1,255,527 |
| Justice Training Institute | 900099 | 412500 | 412500 | 0 | $0 |
| Bookstore Commission Income | 900099 | 241239 | 241239 | 0 | $0 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1188273 | TotalRevenueColumn |
| Related Or Exempt Function Income | 938717 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 249556 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3102959 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 183800751 | TotalRevenueColumn |
| Related Or Exempt Function Income | 172766463 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 301709 | UnrelatedBusinessRevenue |
| Exclusion | $4,386,978 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37480021 | Total |
| Program Services | 37480021 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 942416 | Total |
| Program Services | 942416 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1643039 | Total |
| Program Services | 566798 | ProgramServices |
| Management And General | 712835 | ManagementAndGeneral |
| Fundraising | 363406 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60171576 | Total |
| Program Services | 53689791 | ProgramServices |
| Management And General | 5475095 | ManagementAndGeneral |
| Fundraising | 1006690 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3980209 | Total |
| Program Services | 3493552 | ProgramServices |
| Management And General | 398437 | ManagementAndGeneral |
| Fundraising | 88220 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11385446 | Total |
| Program Services | 9993356 | ProgramServices |
| Management And General | 1139736 | ManagementAndGeneral |
| Fundraising | 252354 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4585123 | Total |
| Program Services | 4024503 | ProgramServices |
| Management And General | 458993 | ManagementAndGeneral |
| Fundraising | 101627 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 308993 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 308993 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 225601 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 225601 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158054 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 158054 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 542183 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 542183 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9173848 | Total |
| Program Services | 8442728 | ProgramServices |
| Management And General | 598290 | ManagementAndGeneral |
| Fundraising | 132830 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 620238 | Total |
| Program Services | 609311 | ProgramServices |
| Management And General | 8312 | ManagementAndGeneral |
| Fundraising | 2615 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3556228 | Total |
| Program Services | 2967085 | ProgramServices |
| Management And General | 264177 | ManagementAndGeneral |
| Fundraising | 324966 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1914417 | Total |
| Program Services | 1378922 | ProgramServices |
| Management And General | 530425 | ManagementAndGeneral |
| Fundraising | 5070 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2510 | Total |
| Program Services | 2510 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8107432 | Total |
| Program Services | 7882596 | ProgramServices |
| Management And General | 224836 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1705882 | Total |
| Program Services | 1601560 | ProgramServices |
| Management And General | 50149 | ManagementAndGeneral |
| Fundraising | 54173 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 886311 | Total |
| Program Services | 785788 | ProgramServices |
| Management And General | 82072 | ManagementAndGeneral |
| Fundraising | 18451 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6591189 | Total |
| Program Services | 6591189 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11568421 | Total |
| Program Services | 11568421 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1145968 | Total |
| Program Services | 1145968 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Study Abroad | 2702417 | 2702417 | 0 | 0 |
| Student Expense | 2066102 | 2023349 | 42663 | 90 |
| Library Materials | 1247307 | 1247307 | 0 | 0 |
| Loss on Debt Defeasance | 197668 | 197668 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3338546 | Total |
| Program Services | 2990113 | ProgramServices |
| Management And General | 167092 | ManagementAndGeneral |
| Fundraising | 181341 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176247145 | Total |
| Program Services | 162327369 | ProgramServices |
| Management And General | 11387943 | ManagementAndGeneral |
| Fundraising | 2531833 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1719000 | BOY |
| EOY | 4193000 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1638000 | BOY |
| EOY | 1850000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5072000 | BOY |
| EOY | 6627000 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115000 | BOY |
| EOY | 117000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80000 | BOY |
| EOY | 1013000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 344198000 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 135393000 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 213464000 | BOY |
| EOY | 208805000 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16744000 | BOY |
| EOY | 18736000 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42421000 | BOY |
| EOY | 45294000 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7871000 | BOY |
| EOY | 8776000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 289124000 | BOY |
| EOY | 295411000 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10103000 | BOY |
| EOY | 11776000 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12415000 | BOY |
| EOY | 14686000 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134437000 | BOY |
| EOY | 129250000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7310000 | BOY |
| EOY | 6075000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35560000 | BOY |
| EOY | 30487000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 199825000 | BOY |
| EOY | 192274000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79912000 | BOY |
| EOY | 89736000 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3095000 | BOY |
| EOY | 6692000 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6292000 | BOY |
| EOY | 6709000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89299000 | BOY |
| EOY | 103137000 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 289124000 | BOY |
| EOY | 295411000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 7553606 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 4359361 | ReconciliationUnrealizedInvest |
| Reconcilation Donated Services | 0 | ReconcilationDonatedServices |
| Reconcilation Invest Expenses | 0 | ReconcilationInvestExpenses |
| Reconcilation Prior Adjustment | 0 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 1925033 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 59165000 | BeginningOfYearBalance |
| Contributions | 408000 | Contributions |
| Investment Earnings Or Losses | 7789183 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 139000 | GrantsOrScholarships |
| Other Expenditures | 2650000 | OtherExpenditures |
| Administrative Expenses | 542183 | AdministrativeExpenses |
| End Of Year Balance | 64031000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 64994500 | BeginningOfYearBalance |
| Contributions | 237000 | Contributions |
| Investment Earnings Or Losses | -1737754 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 170000 | GrantsOrScholarships |
| Other Expenditures | 3679500 | OtherExpenditures |
| Administrative Expenses | 479246 | AdministrativeExpenses |
| End Of Year Balance | 59165000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 58560500 | BeginningOfYearBalance |
| Contributions | 134000 | Contributions |
| Investment Earnings Or Losses | 11494065 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 113000 | GrantsOrScholarships |
| Other Expenditures | 4685000 | OtherExpenditures |
| Administrative Expenses | 396065 | AdministrativeExpenses |
| End Of Year Balance | 64994500 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 52735000 | BeginningOfYearBalance |
| Contributions | 129500 | Contributions |
| Investment Earnings Or Losses | 6306468 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 114000 | GrantsOrScholarships |
| Other Expenditures | 129000 | OtherExpenditures |
| Administrative Expenses | 367468 | AdministrativeExpenses |
| End Of Year Balance | 58560500 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 88760000 | BeginningOfYearBalance |
| Contributions | 85000 | Contributions |
| Investment Earnings Or Losses | -21336600 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 104000 | GrantsOrScholarships |
| Other Expenditures | 13958000 | OtherExpenditures |
| Administrative Expenses | 711400 | AdministrativeExpenses |
| End Of Year Balance | 52735000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.86 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.11 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.03 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 3712000 | OtherCostOrOtherBasis |
| Book Value | 3712000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 264875000 | OtherCostOrOtherBasis |
| Depreciation | 75974000 | Depreciation |
| Book Value | 188901000 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 3404000 | OtherCostOrOtherBasis |
| Depreciation | 2084000 | Depreciation |
| Book Value | 1320000 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 72207000 | OtherCostOrOtherBasis |
| Depreciation | 57335000 | Depreciation |
| Book Value | 14872000 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 208805000 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Hedged Equity -Developed and Emerging | 26466000 | F |
| Domestic & International equities | 10263000 | F |
| Fixed Income Securities | 4358000 | F |
| Private Equity | 4207000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 45294000 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (8 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Intercompany-Roger Williams University School of Law | $14,470,000 |
| Line of Credit | $6,200,000 |
| Asset Retirement Obligations | $3,210,000 |
| Interest Rate Swap Obligations | $2,344,000 |
| Refundable Advances -U.S. Government Grants | $1,825,000 |
| Obligations Under Capital Leases | $1,054,000 |
| Charitable Annuity Obligations | $157,000 |
| Other Miscellaneous Long Term Liabilities | $1,227,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 30487000 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 151401296 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4359361 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | -36496729 | OtherRevenues |
| Revenue Not Rptd F990 | -32137368 | RevenueNotRptdF990 |
| Revenue Subtotal | 183538664 | RevenueSubtotal |
| Investment Expenses Not Included | 542183 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -280096 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 262087 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 183800751 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 137562621 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 280096 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 280096 | ExpensesNotRptdF990 |
| Expenses Subtotal | 137282525 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 542183 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 38422437 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 38964620 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 176247145 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The intended use of the restricted endowment funds are dictated by the donor which are predominantly for instructional purposes and scholarships. Earnings from unrestricted endowment funds are used for operations according to the spending policy established by the University's Board of Trustees. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | The University accounts for the effect of any uncertain tax positions based on a "more likely than not" threshold to the recognition of the tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for all uncertain tax positions. The University has identified its tax status as a tax exempt entity as its only significant tax position; however, the University has determined that such tax position does not result in an uncertainty requiring recognition. The University is not currently under examination by any taxing jurisdictions. The University's federal tax return is generally open for examination for three years following the date filed. |
| SchD_P11_S00_L02d | Schedule D, Part XI, Line 2d | Scholarships and grants provided to students of ($38,422,437) are presented as a contra-revenue item in the audited financial statements and as an expense in the Form 990. Change in fair value of interest rate swaps of $1,482,417 and change in value of split-interest agreements of $443,291 are presented as contra-revenue items in the audited financial statements and as other adjustments to reconcile the change in net assets in the Form 990. |
| SchD_P11_S00_L04b | Schedule D, Part XI, Line 4b | Fundraising event expenses of $27,882 and loss on disposal of property and equipment of $252,214 are shown as expense items in the audited financial statements and as contra-revenue items on the Form 990. |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Fundraising event expenses of ($27,882) and loss on sale of property and equipment of ($252,214) are shown as expense items in the audited financial statements and as contra-revenue items on the Form 990. |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Scholarships and grants are provided to students of $38,422,437 and are presented as a contra-revenue item in the audited financial statements and as an expense in the Form 990. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchE_P01_S00_L03 | Schedule E, Part I, Line 3 | The University annually publishes a notice of its racially nondiscriminatory policy in a newspaper of general circulation that serves all racial segments of the community. Also the University's non-discrimination policy is available on its website at http://rwu.edu/site-policies/non-discrimination-policy |
| SchE_P01_S00_L06 | Schedule E, Part I, Line 6 | The University receives federal and state student financial aid authorized by student loan programs. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (13 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | 15459560 | |
| Central America and the Caribbean | 0 | 0 | Program Services | 74136 | Bus Travel/Study Abroad |
| East Asia and the Pacific | 0 | 0 | Program Services | 68043 | Bus Travel/Study Abroad |
| East Asia and the Pacific | 0 | 0 | Grantmaking | 118362 | |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | 223434 | Bus Travel/Study Abroad |
| Europe (including Iceland and Greenland) | 0 | 0 | Grantmaking | 793820 | |
| Middle East and North Africa | 0 | 0 | Program Services | 23085 | Bus Travel/Study Abroad |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Program Services | 18039 | Bus Travel/Study Abroad |
| Russia and the newly independent States | 0 | 0 | Grantmaking | 8225 | |
| South America | 0 | 0 | Program Services | 41322 | Bus Travel/Study Abroad |
| South America | 0 | 0 | Grantmaking | 16409 | |
| South Asia | 0 | 0 | Program Services | 875 | Bus Travel/Study Abroad |
| Sub-Saharan Africa | 0 | 0 | Grantmaking | 5600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 16850910 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (5 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|---|
| Scholarships to students | East Asia and the Pacific | 16 | 0 | N/A | 118362 | Tuition Offset | FMV |
| Scholarships to students | Europe (including Iceland and Greenland) | 136 | 0 | N/A | 793820 | Tuition Offset | FMV |
| Scholarships to Students | Russia and the newly independent States | 1 | 0 | N/A | 8225 | Tuition offset | FMV |
| Scholarships to Students | South America | 1 | 0 | N/A | 16409 | Tuition offset | FMV |
| Scholarships to students | Sub-Saharan Africa | 1 | 0 | N/A | 5600 | Tuition offset | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchF_P01_S00_L02 | Schedule F, Part I, Line 2 | The University monitors all grants outside the United States by directly applying the grant to the student's account to cover a portion of the student's tuition in accordance with standard financial aid policies and procedures. |
| SchF_P01_S00_L03 | Schedule F, Part I, Line 3 | Study abroad is an opportunity for students to continue the Roger Williams University education while living in another country. Study abroad is not merely a travel experience, but an academic experience (first and foremost) in an international setting. The study abroad programs are separately tracked in the University's general ledger system by activity and the amounts reported represent direct spending in foreign countries for tuition payments, lodging, travel and incidentals for students and faculty liaisons. The admissions recruiting and fundraising amounts are tracked primarily using the University's credit card system and represent travel, meals, and lodging costs for University employees conducting business in these regions. All expenses are under the accrual method of accounting. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf Tournament | NameOfEvent1 |
| Gross Receipts Event1 | 80220 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 67395 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 12825 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 20958 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 6924 | OtherDirectExpensesEvent1 |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Gross Receipts Total | 80220 | GrossReceiptsTotal |
| Charitable Contributions Total | 67395 | CharitableContributionsTotal |
| Gross Revenue Total Events | 12825 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 20958 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 0 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 6924 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 27882 | DirectExpenseSummaryEvents |
| Net Income Summary | -15057 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships to students | TypeOfGrant |
| Number Of Recipients | 3176 | NumberOfRecipients |
| Amount Of Cash Grant | 0 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 37480021 | AmountOfNonCashAssistance |
| Method Of Valuation | Other | MethodOfValuation |
| Description Of Non Cash Assistance | Reduction to Student account balance for tuition owed to the University. | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | The University's Office of Financial Aid monitors all recipients of scholarship awards to determine both initial and confirming eligibility based on the criteria for each type of award, which may include academic performance, financial need, and criteria established by donors of endowed scholarship funds, etc. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Donald J Farish | ||||||||||||||
| Trustee - President | 379736 | 0 | 0 | 0 | 0 | 0 | 45000 | 0 | 47341 | 0 | 472077 | 0 | 0 | 0 |
| Robert H Avery | ||||||||||||||
| Secretary / Sr VP & General Counsel | 222986 | 0 | 2000 | 0 | 0 | 0 | 17806 | 0 | 17266 | 0 | 260058 | 0 | 0 | 0 |
| Jerome F Williams | ||||||||||||||
| EVP for Finance & Administration | 220034 | 0 | 2000 | 0 | 0 | 0 | 17692 | 0 | 19762 | 0 | 259488 | 0 | 0 | 0 |
| Lynn M Fawthrop | ||||||||||||||
| VP for Enrollment Management and Retention | 210966 | 0 | 5000 | 0 | 0 | 0 | 17314 | 0 | 19766 | 0 | 253046 | 0 | 0 | 0 |
| John J King | ||||||||||||||
| VP for Student Affairs | 174779 | 0 | 0 | 0 | 0 | 0 | 14000 | 0 | 33766 | 0 | 222545 | 0 | 0 | 0 |
| Robert A Potter Jr | ||||||||||||||
| Interim Provost/Dean School of Engineering | 176053 | 0 | 0 | 0 | 0 | 0 | 14400 | 0 | 33172 | 0 | 223625 | 0 | 0 | 0 |
| Robert L West | ||||||||||||||
| VP for Advancement | 249485 | 0 | 0 | 0 | 0 | 0 | 18128 | 0 | 1789 | 0 | 269402 | 0 | 0 | 0 |
| Jerry W Dauterive | ||||||||||||||
| Dean School of Business | 181928 | 0 | 0 | 0 | 0 | 0 | 14753 | 0 | 17191 | 0 | 213872 | 0 | 0 | 0 |
| Anthony L Hollingsworth | ||||||||||||||
| Professor | 192693 | 0 | 0 | 0 | 0 | 0 | 11464 | 0 | 17799 | 0 | 221956 | 0 | 0 | 0 |
| Christopher M Neronha | ||||||||||||||
| Associate General Counsel & Exec Director of Risk Management | 174571 | 0 | 0 | 0 | 0 | 0 | 13670 | 0 | 532 | 0 | 188773 | 0 | 0 | 0 |
| Barbara S Poole | ||||||||||||||
| Associate Professor | 112878 | 0 | 0 | 0 | 181940 | 0 | 27274 | 0 | 9235 | 0 | 331327 | 0 | 0 | 0 |
| June S Speakman | ||||||||||||||
| Professor | 177659 | 0 | 0 | 0 | 0 | 0 | 11464 | 0 | 17799 | 0 | 206922 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | Housing Allowance - A residence on the employer's premises is used for both University business functions and as a personal residence by the President for the convenience of the employer and is treated as nontaxable compensation. The value of the personal space within the residence is included as a nontaxable benefit on Schedule J. Health or social club dues - The University paid social club membership dues for the President and the VP for Advancement. Since the use of the clubs was for business purposes it was not treated as taxable compensation. Personal Services - The University regularly cleans the President's residence and the value of the maintenance of the personal space is taxed accordingly. |
| SchJ_P01_S00_L04 | Schedule J, Part I, Line 4 | Line 4(a) Barbara S. Poole, Associate Professor, received $181,940 in back pay awarded in accordance with an arbitration decision. Line 4(b) The President of Roger Williams University participated in a University 457(f) plan and $25,000 was accrued under the plan in calendar year 2012. |
| SchJ_P01_S00_L07 | Schedule J, Part I, Line 7 | For University non-aligned employees merit based compensation may be granted as either a salary increase or a one-time bonus. Qualifications for receiving a bonus include performance exceeding expectations or taking on additional duties due to staff vacancies or temporary absences. In the case of officers and other key employees, the bonus amount (if any) is determined via the same process as other compensation for officers and other key employees, including review by the University's President, who is independent of the other officers or key employees. In addition, the compensation of officers and key employees falls within the parameters of the University's non-aligned merit compensation program that is approved by the Board of Trustees on an annual basis. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| RIHEBC 2003 | ||||||||
| A | 521300173 | 762243DV2 | 2003-11-01 | 32000000 | Construction and Refunding | 0 | 0 | 0 |
| RIHEBC 2006B | ||||||||
| B | 521300173 | 762197AY7 | 2006-10-12 | 17200000 | Construction | 0 | 0 | 0 |
| RIHEBC 2008A | ||||||||
| C | 521300173 | 762197CK5 | 2008-07-03 | 22935000 | Retire 2006A Bonds | 0 | 0 | 0 |
| RIHEBC 2008B | ||||||||
| D | 521300173 | 762197CM1 | 2008-08-28 | 38000000 | Construction | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 32000000 | 2211500 | 0 | 13133610 | 115309 | 1134005 | 0 | 15405576 | 0 | 0 | 2004 | 1 | 0 | 1 | 1 |
| B | 0 | 0 | 17200000 | 1137188 | 0 | 0 | 714671 | 0 | 0 | 15348141 | 0 | 0 | 2008 | 0 | 0 | 1 | 1 |
| C | 0 | 0 | 22935000 | 0 | 0 | 22532642 | 276243 | 0 | 0 | 126115 | 0 | 0 | 2009 | 1 | 0 | 1 | 1 |
| D | 0 | 0 | 38000000 | 0 | 0 | 0 | 488608 | 0 | 0 | 37511392 | 0 | 0 | 2010 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 1 | 0 | 0 | 0 | 0.0121 | 0.0121 | 0 | 0 | 1 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 1 | |||
| (no name) | ||||||||||||
| B | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 1 | |||
| BANK OF AMERICA | ||||||||||||
| C | 0 | 0 | 0 | 1 | 1 | 1 | 0 | 0 | 1 | 18.0 | 0 | 0 |
| BANK OF AMERICA | ||||||||||||
| D | 0 | 0 | 0 | 1 | 1 | 1 | 0 | 0 | 1 | 30.0 | 0 | 0 |
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 1 |
| B | 1 |
| C | 1 |
| D | 1 |
Form990 Schedule K Part VI Form990ScheduleKPartVI (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchK_P03_S00_L03b | Schedule K, Part III, Line 3b | The University's inside counsel performs such review. |
| SchK_P04_S00_L02c | Schedule K, Part IV, Line 2c | Date of last rebate computation: RIHEBC 2003, 12/31/12; RIHEBC 2006B, 12/31/12; RIHEBC 2008A, 07/02/2012; and RIHEBC 2008B, 8/27/2012. Both the RIHEBC 2011A and the RIHEBC 2011B issues were current refundings and qualified for the Six-Month Spending Exception from Rebate. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| RIHEBC 2011A | |||||||
| A | 521300173 | 2011-06-02 | 26410000 | Refund 1998 Bonds | 0 | 0 | 0 |
| RIHBEC 2011B | |||||||
| B | 521300173 | 2011-11-08 | 12025000 | Refund 2000 Bonds | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 26410000 | 0 | 0 | 25879219 | 237781 | 0 | 0 | 0 | 293000 | 0 | 2012 | 1 | 0 | 1 | 1 |
| B | 0 | 0 | 12025000 | 0 | 0 | 11788293 | 236707 | 0 | 0 | 0 | 0 | 0 | 2012 | 1 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 1 |
| B | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 1 |
| B | 1 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P03_S00_L01 | Form 990, Part III, Line 1 | Roger Williams University is an independent university that combines the unique strengths of small liberal arts colleges and those of larger comprehensive universities and where liberal and professional education are enhanced by their integration and the recognition of their unity. At the foundation of the Institution is a set of core values that play a central role in guiding a respectful, diverse, and intellectually vibrant university community: "Love of learning as an intrinsic value", "Preparation for careers and future study", "Collaboration of students and faculty in research", "Commitment to community through service and sustainability", "Appreciation of global perspectives", "Promotion of civil discourse". |
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | Trustees Mario Gabelli and Richard Bready have a business relationship. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | IRS Form 990 is prepared by the Controller, VP for Accounting and Treasury Management and the Executive VP for Finance and Administration, along with assistance from the University Office of General Counsel. The completed Form 990 and schedules, along with relevant back up, are provided to an independent accounting firm for review. Upon completion, the form is provided to the Audit Committee of the Board of Trustees for review, discussion and approval. The completed and approved Form 990 is then sent to all members of the Board of Trustees prior to filing with the IRS. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | Trustees, officers, key employees and managers are all required to annually (or more frequently in the event of a new potential conflict) disclose any potential conflicts of interest by completing a conflict of interest disclosure form. These disclosures are collected by the Office of General Counsel and provided for vetting to 1) the full Board of Trustees for Trustee disclosures; 2) the President for officer and senior management disclosures; or 3) senior management for down-line key employees and managers. The University's Conflict of Interest Policy and by-laws both contain provisions that provide for individuals with actual and potential conflicts to refrain from participating in discussion of, and voting on, matters where such conflicts exist. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The compensation for the University's President is contractually set and is reviewed by the Executive Committee and the Board of Trustees, all members of which are independent of the President. The Executive Committee's review currently includes, but is not limited to, the use of comparability data and other outside consultants. The process for determining compensation for the University's other officers or key employees includes a review by the University's President, who is independent of the other officers or key employees. The President's review currently includes, but is not limited to, the use of comparability data and other outside consultants. In addition, the compensation of officers and key employees falls within the parameters of the University's non-aligned merit compensation program that is approved by the Board of Trustees on an annual basis. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | Governing documents are available in part through the Rhode Island Secretary of State's office. The University's by-laws and Conflict of Interest Policy governing employees and the corresponding disclosure form are available on the University's website. Audited financial statements are not publically available. |
| F990_P11_S00_L09 | Form 990, Part XI, Line 9 | Change in fair value of interest rate swaps $1,482,417, change in value of split-interest agreements $443,291 less miscellaneous rounding on balance sheet of $675. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roger Williams University School of Law | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Metacom Road | AddressLine1 |
| City | Bristol | City |
| State | RI | State |
| ZIP Code | 028092921 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050465628 | EIN |
| Primary Activities | Law Grad School | PrimaryActivities |
| Legal Domicile State | RI | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 2 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |