THE UNIVERSITY OF RHODE ISLAND FOUNDATION & ALUMNI ENGAGEMENT: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE UNIVERSITY OF RHODE ISLAND FOUNDATION & ALUMNI ENGAGEMENT (EIN 05-6014351)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-11
- IRS object ID
- 201420429349302002
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-11T16:26:36-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050409384 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN LITWIN RENZA & CO LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 951 NORTH MAIN STREET | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02904 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 056014351 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF RHODE ISLAND FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 4018747900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 UPPER COLLEGE ROAD | AddressLine1 |
| City | KINGSTON | City |
| State | RI | State |
| ZIP Code | 02881 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MERELISE A HITTE | Name |
| Title | DIRECTOR OF FINANCE | Title |
| Phone | 4018747900 | Phone |
| Date Signed | 2014-02-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBORAH A HOPKINS | Name |
| PTIN | P00167843 | PTIN |
| Phone | 4012742001 | Phone |
| 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 | MERELISE A HITTE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 UPPER COLLEGE ROAD | AddressLine1 |
| City | KINGSTON | City |
| State | RI | State |
| ZIP Code | 02881 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 35133520 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.URIFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1957 | YearFormation |
| State Legal Domicile | RI | StateLegalDomicile |
| Activity Or Mission Description | TO INSPIRE AND STEWARD PHILANTHROPIC SUPPORT BENEFITTING THE UNIVERSITY OF RHODE ISLAND. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 148 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 147 | NbrIndependentVotingMembers |
| Total Nbr Employees | 40 | TotalNbrEmployees |
| Total Nbr Volunteers | 124 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3712586 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13252614 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 457500 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2974000 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 326695 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2047439 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4496781 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18274053 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3019986 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12791916 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 930550 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3823356 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3850608 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 428663 | OtherExpensePriorYear |
| Other Expenses Current Year | 1782597 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4379199 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18397869 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 117582 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -123816 | RevenuesLessExpensesCY |
| Total Assets BOY | 127398145 | TotalAssetsBOY |
| Total Assets EOY | 135974992 | TotalAssetsEOY |
| Total Liabilities BOY | 2167052 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2834528 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 125231093 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 133140464 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO INSPIRE AND STEWARD PHILANTHROPIC SUPPORT BENEFITTING THE UNIVERSITY OF RHODE ISLAND. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3287157 | Expense |
| Grants | 3287157 | Grants |
| Revenue | 744971 | Revenue |
| Description | BUILDING AND EQUIPMENT, THE UNIVERSITY OF RHODE ISLAND FOUNDATION RECEIVES GIFTS ON BEHALF OF DONORS RESTRICTED TO SUPPORT BUILDING AND EQUIPMENT INITIATIVES THROUGH THE UNIVERSITY CAMPUS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3162156 | Expense |
| Grants | 3162156 | Grants |
| Revenue | 716642 | Revenue |
| Description | PROGRAM SERVICES, THE UNIVERSITY OF RHODE ISLAND FOUNDATION RECEIVES GIFTS ON BEHALF OF DONORS RESTRICTED TO SUPPORT ACADEMIC PROGRAMS THROUGH THE UNIVERSITY. GENERALLY, THE EXPENDITURE IS MADE TO THE VENDOR DIRECTLY BY THE UNIVERSITY WITH THE FOUNDATION THEN PROVIDING A GRANT TO THE UNIVERSITY TO FUND THE EXPENDITURES AFTER RECEIVING APPROPRIATE DOCUMENTATION. OCCASIONALLY THE FOUNDATION WILL PAY THE VENDOR DIRECTLY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1524946 | Expense |
| Grants | 1524946 | Grants |
| Revenue | 345600 | Revenue |
| Description | SCHOLARSHIPS, AWARDS AND FELLOWSHIPS, THE UNIVERSITY OF RHODE ISLAND FOUNDATION RECEIVES GIFTS ON BEHALF OF DONORS RESTRICTED TO THE SUPPORT OF FINANCIAL AID UNIVERSITY STUDENTS. TO ENSURE COMPLIANCE WITH ALL UNIVERSITY, FEDERAL AND STATE FINANCIAL AID REQUIREMENTS THE UNIVERSITY SELECTS THE STUDENT RECIPIENT AND MAKES THE AWARDS DIRECTLY TO STUDENTS. THE FOUNDATION PROVIDES THE GRANTS TO THE UNIVERSITY TO FUND THE FINANCIAL AID EXPENDITURES. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | GrantsGrants | RevenueRevenue | DescriptionDescription |
|---|---|---|---|
| 4488017 | 4338669 | 1017125 | OTHER PROGRAM SERVICES, THE UNIVERSITY OF RHODE ISLAND FOUNDATION RECEIVES GIFTS ON BEHALF OF DONORS RESTRICTED TO SUPPORT NUMEROUS PROGRAMS SUCH AS OUTREACH PROGRAMS, RESEARCH, ATHLETIC, BOAT PROGRAM, VISITING LECTURERS, FACULTY CHAIRS, LIBRARY AND ADMINISTRATIVE SUPPORT. |
| 478988 | 478988 | 149662 | ALUMNI PROGRAMS, THE UNIVERSITY OF RHODES ISLAND FOUNDATION PROVIDES ANNUAL SUPPORT TO THE UNIVERSITY OF RHODE ISLAND ALUMNI ASSOCIATION TO FUND ALUMNI PROGRAMS AND SUPPORT ORGANIZATIONAL NEEDS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 4967005 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 4817657 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 1166787 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 12941264 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | 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 | 0 | 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 | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| 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 | 1 | 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 | 11 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 40 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 26 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 148 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 147 | 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 |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERELISE A HITTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4018744490 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 UPPER COLLEGE ROAD | AddressLine1 |
| City | KINGSTON | City |
| State | RI | State |
| ZIP Code | 02881 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (157 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Institutional TrusteeInstitutionalTrustee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| THOMAS J SILVIA | |||||||||
| EXEC BOARD CHAIR | 8.00 | X | X | 0 | 0 | 0 | |||
| MARGO COOK | |||||||||
| EXEC BOARD VICE CHAIR | 4.00 | X | X | 0 | 0 | 0 | |||
| PETER J MINIATI III | |||||||||
| EXEC BOARD TREASURER | 6.00 | X | X | 0 | 0 | 0 | |||
| LAURA H CUNNINGHAM | |||||||||
| EXEC BOARD SECRETARY | 4.00 | X | X | 0 | 0 | 0 | |||
| GERALDINE M BARBER | |||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | ||||
| RICHARD E BEAUPRE | |||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | ||||
| MARY F CARMODY | |||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | ||||
| MICHAEL D FASCITELLI | |||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | ||||
| JOSEPH G FORMICOLA JR | |||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | ||||
| JAMES A HOPKINS | |||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | ||||
| SEN PAUL V JABOUR | |||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | ||||
| CAROLINE TENNANT KAULL | |||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | ||||
| PHILLIP KYDD | |||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | ||||
| DR MARGARET S LEINEN | |||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | ||||
| CAROL J MAKOVICH | |||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | ||||
| ANNA CANO MORALES | |||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | ||||
| HENRY J NARDONE SR | |||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | ||||
| NATHANIEL NAZARETH SR | |||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | ||||
| DANIEL PENDERGAST JR | |||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | ||||
| THOMAS M RYAN | |||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | ||||
| CHARLES WHARTON | |||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | ||||
| LAUREEN L WHITE | |||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | ||||
| ALAN G ZARTARIAN | |||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | ||||
| LORNE A ADRAIN | |||||||||
| EXECUTIVE BOARD, EX-OFFICI | 2.00 | X | 0 | 0 | 0 | ||||
| JOSEPH CONFESSORE | |||||||||
| EXECUTIVE BOARD, EX-OFFICI | 2.00 | X | 0 | 0 | 0 | ||||
| DR FRANCES M ALEXAKOS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| LINDA A ANDERSON | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| VICTOR J BAXT | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| BANICE CARL BAZAR | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| BRUCE ALAN BEAUCHAMP | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| GEORGE J BEDARD | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| BRADFORD REED BOSS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ROSWELL S BOSWORTH JR | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| EDWARD W BOUCLIN JR | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| GARY J BOWEN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| LAUREL L BOWERMAN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JOHN J BROUGH JR | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| GUSTIN L BUONAIUTO | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| SCOTT A CAMPBELL | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DR ALBERT CARLOTTI JR | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| FRANK N CARUSO | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| THOMAS M CATALDO | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| SHANNON E CHANDLEY | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| RAYMOND CHRISTOPHER JR | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| EDMUND CIANCIARULO JR | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ROBERT L CONSIDINE | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DR WM CROASDALE III | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| RONALD A CRUFF | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| STEPHEN M CUNNINGHAM | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| RONALD D DENELLE | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MARIE C DIBIASIO | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| LAURA H DISANO | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DENNIS J DUFFY | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| KATHLEEN Y DUFFY | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DR HEIDI KIRK-DUFFY | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MARY S EDDY | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| WILLIAM H EIGEN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| THOMAS V FALCIGLIA | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| J TERENCE FEELEY | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ALAN SHAWN FEINSTEIN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DR WILLIAM R FERRANTE | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JAMES C FORTE | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| PAUL M FRADIN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| RAYMOND P FREITAS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ELIA GERMANI | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| KATHLEEN C GOULDING | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| GEORGE GRABOYS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MARY A GRAY | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| WILLIAM R GUGLIETTA | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MAUREEN E GURGHIGIAN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| GEORGE HADFIELD III | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| AUDREY B HALLBERG | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DR SUSAN L HAMMEN-WINN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| RICHARD J HARRINGTON | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ALAN G HASSENFELD | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MANOOG T HEDITSIAN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MARY D HIGGINS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ROBERT J HIGGINS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DR JAMES E HITCHEN JR | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ELIZABETH D HOLMES | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| RUSSELL D IDE | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DONALD N KAULL | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| EVELYN SIEFERT KENNEDY | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| KENNETH N KERMES | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| CAROLYN F KIESS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JOSEPH J KIRBY | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| KENNETH E KNOX | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| PETER F KOHLSAAT | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| STEPHEN C LANDES | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DAVID B LEA JR | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JAMES W LESLIE | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| THOMAS J LIGUORI JR | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| NANCY A LUNDGREN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DR RAYMOND LUNDGREN JR | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ARMANDO F LUSI | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DR MARY P LYONS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| LEO MAINELLI | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MARK H MAINELLI | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MICHAEL N MATONE | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| SANDY S MCCREIGHT | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| EARLE L MESSERE | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ROBERT S MESSINGER JR | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| FRANK P MORMANDO JR | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| CHARLES E MORRIS JR | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| FRANCESCO P MORSILLI | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| BLANCHE R MURRAY | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| WARREN A NEGRI JR | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| GLENN S PALMER | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JOHN J PALUMBO SR | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| LOUISE R PEARSON | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| CONSTANTINOS PERDIKAKIS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ROBERT J PETISI | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JOHN W PICKUP | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DR NANCY A POTTER | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| H DOUGLAS RANDALL III | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| B MICHAEL RAUH | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DR MARY S RAVIN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| H MILTON READ JR | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JAMES H READYHOUGH | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| EDGAR ALLAN REED | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| RICHARD D RENDINE | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ERIC D ROITER | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JOHN A ROMANO | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ANTHONY J ROSE JR | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DR DOUGLAS M ROSIE | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MARK A ROSS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| EDMUND S RUMOWICZ | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MADELYN G RUMOWICZ | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ROBERT S RUSSELL | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| VINCENT A SARNI | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| PHILLIP J SAULNIER | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DR CYNTHIA D SCULCO | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JANE W SKOGLEY | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| RICHARD A SODERBERG | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| CHARLES S SOLOVEITZIK | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ANN M SPRUILL | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JANE M STICH | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JOHN S STRUCK | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DONALD P SULLIVAN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| TIMOTHY J SULLIVAN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MANUEL J VALES IV | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MARY L VALES | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JOSEPH N WALLER | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ALAN H WASSERMAN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DAVID S WATSON | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ROBERT A WEYGAND | |||||||||
| TRUSTEE | 1.00 | X | 0 | 215023 | 77514 | 40.00 | |||
| KURT R WICKS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DAVID R WILKES | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MARY ELLEN WILSON | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DR DAVID DOOLEY | |||||||||
| EXECUTIVE BOARD, EX-OFFICI | 1.00 | 0 | 320000 | 66022 | 40.00 | X | |||
| MICHAEL SMITH | |||||||||
| PRESIDENT | 40.00 | X | 280549 | 0 | 40475 | ||||
| WENDY BUCCI | |||||||||
| CHIEF OPERATIONS OFFICER | 40.00 | X | 116914 | 0 | 28604 | ||||
| MERELISE A HITTE | |||||||||
| ASST TREAS/DIR OF FINANCE | 40.00 | X | 97347 | 0 | 26987 | ||||
| KEVIN MCGINNISS | |||||||||
| DIRECTOR OF ATHLETIC GIFTS | 40.00 | 119419 | 0 | 28942 | X | ||||
| JILL NOSACH | |||||||||
| ASSOCIATE DEAN FOR DEVELOPMENT | 40.00 | 113229 | 0 | 26460 | X | ||||
| LAURIE ONANIAN | |||||||||
| DIR. OF PRINCIPAL GIFTS | 40.00 | 130404 | 0 | 18444 | X | ||||
| REBECCA SCHIFF | |||||||||
| ASSOCIATE DEAN FOR DEVELOPMENT | 40.00 | 120632 | 0 | 17412 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 978494 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 535023 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 330860 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMBRIDGE & ASSOCIATES | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 WARREN STREET | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02141 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | INVESTMENT ADVISORS | DescriptionOfServices |
| Compensation | 128000 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 13252614 | AllOtherContributions |
| Noncash Contributions | 184350 | NoncashContributions |
| Total Contributions | 13252614 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SERVICES FOR URI | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 2974000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2974000 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2974000 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1605468 | TotalRevenueColumn |
| Exclusion | $1,605,468 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17223483 | Securities |
| Other | 77955 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16570748 | Securities |
| Other | 288719 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 652735 | Securities |
| Other | -210764 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 441971 | TotalRevenueColumn |
| Exclusion | $441,971 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18274053 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2974000 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,047,439 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12791916 | Total |
| Program Services | 12791916 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 427383 | Total |
| Management And General | 128215 | ManagementAndGeneral |
| Fundraising | 299168 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2440975 | Total |
| Management And General | 316247 | ManagementAndGeneral |
| Fundraising | 2124728 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 360929 | Total |
| Management And General | 67442 | ManagementAndGeneral |
| Fundraising | 293487 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 594069 | Total |
| Management And General | 109177 | ManagementAndGeneral |
| Fundraising | 484892 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12135 | Total |
| Management And General | 5268 | ManagementAndGeneral |
| Fundraising | 6867 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54615 | Total |
| Management And General | 54615 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60000 | Total |
| Management And General | 30000 | ManagementAndGeneral |
| Fundraising | 30000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 660373 | Total |
| Management And General | 660373 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7208 | Total |
| Management And General | 2847 | ManagementAndGeneral |
| Fundraising | 4361 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 293544 | Total |
| Management And General | 41792 | ManagementAndGeneral |
| Fundraising | 251752 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125655 | Total |
| Management And General | 49493 | ManagementAndGeneral |
| Fundraising | 76162 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80192 | Total |
| Management And General | 821 | ManagementAndGeneral |
| Fundraising | 79371 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31770 | Total |
| Fundraising | 31770 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81375 | Total |
| Management And General | 81375 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26149 | Total |
| Management And General | 26149 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BOAT EXPENSES | 149348 | 149348 | ||
| DONOR CULTIVATION | 93633 | 9673 | 83960 | |
| TEMPORARY & STUDENT HEL | 56260 | 9223 | 47037 | |
| DUES & SUBSCRIPTIONS | 34678 | 100 | 34578 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15662 | Total |
| Management And General | 13187 | ManagementAndGeneral |
| Fundraising | 2475 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18397869 | Total |
| Program Services | 12941264 | ProgramServices |
| Management And General | 1605997 | ManagementAndGeneral |
| Fundraising | 3850608 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6812074 | BOY |
| EOY | 5782222 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3126775 | BOY |
| EOY | 2576891 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 7500 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54722 | BOY |
| EOY | 21851 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2637148 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 900732 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1817791 | BOY |
| EOY | 1736416 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114954318 | BOY |
| EOY | 125176057 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 632465 | BOY |
| EOY | 674055 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127398145 | BOY |
| EOY | 135974992 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 801409 | BOY |
| EOY | 549689 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 778667 | BOY |
| EOY | 728645 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 586976 | BOY |
| EOY | 1556194 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2167052 | BOY |
| EOY | 2834528 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6817753 | BOY |
| EOY | 7447638 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36763385 | BOY |
| EOY | 51165277 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81649955 | BOY |
| EOY | 74527549 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125231093 | BOY |
| EOY | 133140464 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127398145 | BOY |
| EOY | 135974992 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -123816 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 8033187 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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 Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15370196 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20876003 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13777220 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15432289 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13252614 | CurrentTaxYear |
| Total | 78708322 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15370196 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20876003 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13777220 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15432289 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13252614 | CurrentTaxYear |
| Total | 78708322 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3434238 | AmountsSubstContributorsTotal |
| Public Support Total170 | 75274084 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2444048 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1800980 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1848146 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2172432 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1605468 | CurrentTaxYear |
| Total | 9871074 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 11638 | CurrentTaxYearMinus3Years |
| Total | 11638 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 88591034 | TotalSupport |
| Gross Receipts From Admissions Etc | 15617075 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.84970 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.83670 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | 0 | PoliticalExpenditures |
| Amt Of4955 Tax | 0 | AmtOf4955Tax |
| Amt Of4955 Tax On Managers | 0 | AmtOf4955TaxOnManagers |
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $30,000 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 30000 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | THE FOUNDATION HAS HIRED PANNONE, LOPES, DEVEREAUX & WEST, LLC TO REPRESENT ITS INTEREST IN MATTERS BEFORE THE RHODE ISLAND GENERAL ASSEMBLY. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 96608214 | BeginningOfYearBalance |
| Contributions | 3701154 | Contributions |
| Investment Earnings Or Losses | 8553208 | InvestmentEarningsOrLosses |
| Other Expenditures | 5818313 | OtherExpenditures |
| End Of Year Balance | 103044263 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 94896874 | BeginningOfYearBalance |
| Contributions | 261238 | Contributions |
| Investment Earnings Or Losses | 3936120 | InvestmentEarningsOrLosses |
| Other Expenditures | 2486018 | OtherExpenditures |
| End Of Year Balance | 96608214 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 106690779 | BeginningOfYearBalance |
| Contributions | 2408544 | Contributions |
| Investment Earnings Or Losses | -14202449 | InvestmentEarningsOrLosses |
| End Of Year Balance | 94896874 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 91010629 | BeginningOfYearBalance |
| Contributions | 4166380 | Contributions |
| Investment Earnings Or Losses | 11786725 | InvestmentEarningsOrLosses |
| Administrative Expenses | 272955 | AdministrativeExpenses |
| End Of Year Balance | 106690779 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 80165230 | BeginningOfYearBalance |
| Contributions | 7284203 | Contributions |
| Investment Earnings Or Losses | 3807900 | InvestmentEarningsOrLosses |
| Administrative Expenses | 246704 | AdministrativeExpenses |
| End Of Year Balance | 91010629 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.02080 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.72330 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.25590 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2316452 | OtherCostOrOtherBasis |
| Depreciation | 641198 | Depreciation |
| Book Value | 1675254 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 320696 | OtherCostOrOtherBasis |
| Depreciation | 259534 | Depreciation |
| Book Value | 61162 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1736416 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PAYABLE TO RELATED ORGANIZATIONS | Description |
| Amount | $1,556,194 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1556194 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 26307240 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 8033187 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 8033187 | RevenueNotRptdF990 |
| Revenue Subtotal | 18274053 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 18274053 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 18397869 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 18397869 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 18397869 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT NET ASSETS CONSIST OF OVER 1,000 INDIVIDUAL FUNDS THAT WERE ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENTS INCLUDE BOTH DONOR IMPOSED TEMPORARILY AND PERMANENTLY RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE FOUNDATION'S EXECUTIVE BOARD TO FUNCTION AS ENDOWMENT. THE FOUNDATION ADOPTED AN INVESTMENT POLICY FOR ENDOWMENTS WITH A LONG TERM INVESTMENT OBJECTIVE TO MAINTAIN AND GROW ITS PURCHASING POWER THROUGH EARNINGS. THE CURRENT SPENDING RATE IS 4.5% PER ANNUM. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE FOUNDATION OPERATES IN A MANNER CONSISTENT WITH THEIR TAX EXEMPT STATUS AT BOTH THE STATE AND FEDERAL LEVEL. THE FOUNDATION ANNUALLY FILES IRS FORM 990- RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX EXEMPT ENTITIES. THE FOUNDATION ALSO ANNUALLY FILES IRS FORM 990T - EXEMPT ORGANIZATION'S BUSINESS INCOME TAX RETURN FOR ALL OF ITS FOREIGN INVESTMENT DISCLOSURE REQUIREMENTS. THESE TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES GENERALLY FOR A PERIOD OF THREE YEARS AFTER THEY WERE FILED. THE TAX RETURNS FOR 2010, 2011 AND 2012 ARE SUBJECT TO EXAMINATION BY THE IRS. THE FOUNDATION CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND THE PACIFIC | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConducted |
| Total Expenditures | 2000000 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 2000000 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 2000000 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF RHODE ISLAND | |||||||
| GREEN HALL | KINGSTON | RI | 02881 | 056000522 | 501(C)(3) | 11206847 | GENERAL SUPPORT |
| UNIVERSITY OF RHODE ISLAND ALUMNI ASSOCIATION | |||||||
| 73 UPPER COLLEGE ROAD | KINGSTON | RI | 02881 | 056015936 | 501(C)(3) | 478988 | TO SERVE THE ALUMNI OF THE UNIVERSITY OF RHODE ISLAND & PROMOTE THE INTEREST OF THE UNIVERSITY BY PROVIDING OPPORTUNITIES FOR THE PROFESSIONAL, SOCIAL AND INTELLECTUAL GROWTH OF ITS MEMBERS AND STRENGTHENING THEIR ATTACHMENT TO AND FINANCIAL SUPPORT TO THEIR ALMA MATER. |
| UNIVERSITY OF RHODE ISLAND ALUMNI ASSOCIATION | |||||||
| 73 UPPER COLLEGE ROAD | KINGSTON | RI | 02881 | 056015936 | 501(C)(3) | 1106081 | TO SUPPORT THE ATHLETIC PROGRAMS AT THE UNIVERSITY OF RHODE ISLAND. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | 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 | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT A WEYGAND | ||||||||||||||
| TRUSTEE | 0 | 215023 | 0 | 0 | 0 | 0 | 0 | 45542 | 0 | 31972 | 0 | 292537 | 0 | 0 |
| MICHAEL SMITH | ||||||||||||||
| PRESIDENT | 280549 | 0 | 0 | 0 | 0 | 0 | 22500 | 0 | 17975 | 0 | 321024 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Boats And Planes BoatsAndPlanes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 184350 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV OF THE BOATS | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 255553 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | STOCK EXCHANGE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | CURRENTLY ON THE BOARD THE FOLLOWING RELATIONSHIPS EXIST. MRS. LAURA H. CUNNINGHAM AND MR. STEPHEN M. CUNNINGHAM, MRS. KATHLEEN YANITY DUFFY AND MR. DENNIS J. DUFFY, MRS. MARY DANIELIAN HIGGINS AND MR. ROBERT JOSEPH HIGGINS, MRS. CAROLINE TENNANT KAULL AND MR. DONALD N. KAULL, MRS. NANCY ALMY LUNDGREN AND DR. RAYMOND G. LUNDGREN, JR, AND MRS. MARY L VALES AND MR. MANUAL J. VALES, IV ARE ALL MARRIED COUPLES. MRS. MADELYN GEISSER RUMOWICZ AND MR. EDMUND STANLEY RUMOWICZ ARE A DIVORCED COUPLE. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY THE EXTERNAL AUDITORS AND REVIEWED BY MANAGEMENT. REVISIONS, CORRECTIONS, ETC. ARE MADE AS NECESSARY. ONCE ALL ARE SATISFIED WITH THE FORM, IT IS FINALIZED AND A COPY IS SENT TO ALL BOARD MEMBERS. THE BOARD WILL REVIEW THE 990 AND VOTE THEIR APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL BOARD MEMBERS. THE DIRECTOR OF FINANCE MONITORS THE RESPONSES AND IS RESPONSIBLE FOR GETTING A RESPONSE FROM EACH BOARD MEMBER. IF A CONFLICT IS NOTED, THE BOARD CHAIR IS INFORMED AND HE PURSUES THE ISSUE. |
| FORM 990, PART VI, SECTION B, LINE 15 | ANNUALLY THE BOARD CONDUCTS A PERFORMANCE REVIEW AND EVALUATION OF THE PRESIDENT. THE REVIEW ALSO ESTABLISHES THE INDIVIDUAL'S COMPENSATION FOR THE FOLLOWING YEAR. THIS PROCESS INVOLVES THE EVALUATION OF THE INDIVIDUAL AND A REVIEW OF COMPENSATION OF COMPARABLE POSITIONS OBTAINED FROM THE FORM 990 OF SIMILAR ORGANIZATIONS. THE BOARD'S DELIBERATION AND DECISION IS NOTED IN THE MINUTES OF THE MEETINGS. THE PRESIDENT ESTABLISHES THE COMPENSATION OF THE SENIOR MANAGEMENT TEAM AND REVIEWS THE PERFORMANCE EVALUATIONS AND RECOMMENDS COMPENSATION WITH THE BOARD. THE EVALUATIONS AND COMPENSATION ARE DISCUSSED BY THE BOARD ALTHOUGH NO VOTE OF APPROVAL OF THE PRESIDENT'S DECISION IS REQUIRED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND BY-LAWS), ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE ORGANIZATION WILL MAIL COPIES UPON REQUEST OR PROVIDE COPIES TO THOSE WHO COME TO THE ADMINISTRATIVE OFFICE DURING NORMAL BUSINESS HOURS. THE ORGANIZATION CHARGES FOR THE COPIES IN ACCORDANCE WITH IRS REGULATIONS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg | Public Charity StatusPublicCharityStatus |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF RHODE ISLAND | |||||||||
| GREEN HALL | KINGSTON | RI | 02881 | 056000522 | EDUCATIONAL FACILITY | RI | GOVERNMENT | 0 | |
| UNIVERSITY OF RHODE ISLAND ALUMNI ASSOCIATION | |||||||||
| 73 UPPER COLLEGE RD | KINGSTON | RI | 02881 | 056015936 | SUPPORT OF EDUCATIONAL FACILITY | RI | 501(C)(3) | 0 | LINE 5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | 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 | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | 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 | 0 | OtherTransferFromOtherOrg |