BRYANT UNIVERSITY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BRYANT UNIVERSITY (EIN 05-0258810)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-11
- IRS object ID
- 201221329349302097
- Schema version
- 2010v3.7
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-11T14:01:19-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 South Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050258810 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bryant University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRYA | NameControl |
| Phone | 4012326005 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 Douglas Pike | AddressLine1 |
| City | Smithfield | City |
| State | RI | State |
| ZIP Code | 02917 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARRY F MORRISON | Name |
| Title | VP BUSINESS AFFAIRS/TREASURER | Title |
| Date Signed | 2012-05-11 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179881000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RONALD K MACHTLEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 DOUGLAS PIKE | AddressLine1 |
| City | SMITHFIELD | City |
| State | RI | State |
| ZIP Code | 029171284 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 200784674 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BRYANT.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1863 | YearFormation |
| State Legal Domicile | RI | StateLegalDomicile |
| Activity Or Mission Description | BRYANT UNIVERSITY IS A STUDENT-CENTERED UNIVERSITY FOCUSED ON ACADEMIC EXCELLENCE THAT PREPARES ITS STUDENTS TO ACHIEVE THEIR PERSONAL BEST IN LIFE AND THEIR CHOSEN PROFESSIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 32 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1856 | TotalNbrEmployees |
| Total Nbr Volunteers | 500 | TotalNbrVolunteers |
| Total Gross UBI | 1587333 | TotalGrossUBI |
| Contributions Grants Prior Year | 4234730 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4488816 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 145733600 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 152022144 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6886544 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1483271 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1422030 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1433908 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 158276904 | TotalRevenuePriorYear |
| Total Revenue Current Year | 159428139 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 37207406 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 40403105 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 61808486 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 64488418 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 179837 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 210908 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2175221 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 53630260 | OtherExpensePriorYear |
| Other Expenses Current Year | 56398837 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 152825989 | TotalExpensesPriorYear |
| Total Expenses Current Year | 161501268 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5450915 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2073129 | RevenuesLessExpensesCY |
| Total Assets BOY | 327166413 | TotalAssetsBOY |
| Total Assets EOY | 354101219 | TotalAssetsEOY |
| Total Liabilities BOY | 124456990 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 121284180 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 202709423 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 232817039 | NetAssetsOrFundBalancesEOY |
| Mission Description | BRYANT UNIVERSITY IS A STUDENT-CENTERED UNIVERSITY FOCUSED ON ACADEMIC EXCELLENCE THAT PREPARES ITS STUDENTS TO ACHIEVE THEIR PERSONAL BEST IN LIFE AND THEIR CHOSEN PROFESSIONS. SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 125153314 | Expense |
| Grants | 40403105 | Grants |
| Revenue | 116916116 | Revenue |
| Description | *UNDERGRADUATE, GRADUATE AND CERTIFICATE PROGRAMS - INCLUDING ACADEMIC SUPPORT AND STUDENT SERVICES* SEE SCHEDULE O | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11227278 | Expense |
| Grants | 0 | Grants |
| Revenue | 35395600 | Revenue |
| Description | *AUXILIARY SERVICES - DINING AND HOUSING* SEE SCHEDULE O | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3732228 | Expense |
| Grants | 0 | Grants |
| Revenue | 973834 | Revenue |
| Description | *PUBLIC SERVICE* SEE SCHEDULE O | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 140112820 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 473 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1856 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 32 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MR BARRY F MORRISON | NamePerson |
| Telephone Number | 4012326017 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 DOUGLAS PIKE | AddressLine1 |
| City | SMITHFIELD | City |
| State | RI | State |
| ZIP Code | 029171284 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (51 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| MICHAEL E FISHER | ||||||||
| CHAIR OF THE BOARD | 2.0 | X | 0 | 0 | 0 | |||
| KATHLEEN C HITTNER MD | ||||||||
| VICE-CHAIR OF THE BOARD | 2.0 | X | 0 | 0 | 0 | |||
| RICHARD A PLOTKIN | ||||||||
| VICE CHAIR | 2.0 | X | 0 | 0 | 0 | |||
| DAVID M BEIRNE | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| GEORGE E BELLO | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| ROBERT J CALABRO | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| JOSEPH C CAPEZZA JR | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| RICHARD A CAPOBIANCO | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| THOMAS CELONA | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| GERALD F CERCE | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| KRISTEN E COLLINS | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| WILLIAM J CONATY | ||||||||
| SECRETARY TO THE BOARD | 2.0 | X | 0 | 0 | 0 | |||
| HERBERT W CUMMINGS | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| NANCY DEVINEY | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| C CORRELL DURLING | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| DAVID R GAVITT | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| SAMEER KANODIA | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| TRICIA M KORDALSKI | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| DOUGLAS S KRUPP | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| ALBERTO J LAGRECA JR | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| JOANNA T LAU | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| DEBORAH MAY | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| KRISTIAN P MOOR | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| DONALD R QUATTRUCCI | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| JAMES J SKEFFINGTON | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| CHERYL W SNEAD | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| SHIVAN S SUBRAMANIAM | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| JANICE WILBUR SULLIVAN | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| RITA WILLIAMS-BOGAR | ||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |||
| RONALD K MACHTLEY | ||||||||
| PRESIDENT | 50.0 | X | 439264 | 0 | 110323 | X | ||
| CHRISTOPHER W BODINE | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| TODD G CAREY | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| CHRISTINA SHAW | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| GEORGE A VECCHIONE | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | |||
| BARRY F MORRISON | ||||||||
| VP BUSINESS AFFAIRS/TREASURER | 50.0 | 284797 | 0 | 60780 | X | |||
| VK UNNI | ||||||||
| VP ACADEMIC AFFAIRS | 50.0 | 291864 | 0 | 46309 | X | |||
| ARTHUR S GLOSTER II | ||||||||
| VP INFORMATION SERVICES | 50.0 | 243275 | 0 | 46560 | X | |||
| JAMES L DAMRON | ||||||||
| VP UNIVERSITY ADVANCEMENT | 50.0 | 221828 | 0 | 48093 | X | |||
| LORNA J HUNTER | ||||||||
| VP ENROLLMENT MANAGEMENT | 50.0 | 210441 | 0 | 51579 | X | |||
| J THOMAS EAKIN | ||||||||
| VP STUDENT AFFAIRS/DEAN | 50.0 | 201371 | 0 | 65817 | X | |||
| ROGER L ANDERSON | ||||||||
| EXEC ASST TO THE PRESIDENT | 50.0 | 208574 | 0 | 18683 | X | |||
| JOSE-MARIE GRIFFITHS | ||||||||
| VP ACADEMIC AFFAIRS | 50.0 | 145378 | 0 | 63062 | X | |||
| LINDA S LULLI | ||||||||
| ASSOC VP FOR HUMAN RESOURCES | 50.0 | 200120 | 0 | 22623 | X | |||
| JACK W TRIFTS | ||||||||
| DEAN, COLLEGE OF BUSINESS | 50.0 | 158936 | 0 | 34142 | X | |||
| DAVID S LUX | ||||||||
| DEAN,COLLEGE OF ARTS & SCIENCE | 50.0 | 157894 | 0 | 70983 | X | |||
| CAROL W DEMORANVILLE | ||||||||
| INTERIM DEAN/COLLEGE OF BUSINE | 50.0 | 163102 | 0 | 33486 | X | |||
| DAVID A LOUTON | ||||||||
| PROFESSOR | 50.0 | 207917 | 0 | 69732 | X | |||
| CHARLES P CULLINAN | ||||||||
| PROFESSOR | 50.0 | 181227 | 0 | 36623 | X | |||
| DENNIS M BLINE | ||||||||
| PROFESSOR | 50.0 | 197408 | 0 | 67198 | X | |||
| CHARLES J QUIGLEY JR | ||||||||
| PROFFESOR | 50.0 | 183910 | 0 | 35891 | X | |||
| LAWRENCE H WITNER | ||||||||
| PROFESSOR | 50.0 | 183067 | 0 | 33000 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3880373 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 914884 | TotalOtherCompensation |
| Number Individuals GT100 K | 113 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ANTHONY LAPRESTE DBA CMS CONSULTI | |||||
| 4 WHITTIER ROAD | MILFORD | MA | 017571230 | CONSULTANT | 282463 |
| BARCLAYS CAPITAL INC | |||||
| 150 COOLIDGE AVENUE | WATERTOWN | MA | 024710318 | INVESTEMENT BANKING | 240619 |
| WOZNEYBARBER ASSOCIATES INC | |||||
| 1090 WASHINGTON STREET | HANOVER | MA | 02339 | ARCHITECTURE/DESIGN | 202212 |
| RUFFALO CODY | |||||
| PO BOX 3018 | CEDER RAPIDS | IA | 524063018 | PROF FUNDRAISING | 188744 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| 100 SUMMER STREET | BOSTON | MA | 02110 | INVESTMENT MANAGMENT | 179109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 13 | NumberOfContractorsGT100K |
| Fundraising Events | 115356 | FundraisingEvents |
| Government Grants | 668583 | GovernmentGrants |
| All Other Contributions | 3704877 | AllOtherContributions |
| Noncash Contributions | 162888 | NoncashContributions |
| Total Contributions | 4488816 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION AND FEES | 900099 | 114287163 | 114287163 | |
| AUXILIARY ENTERPRISES | 721310 | 35395599 | 33914118 | 1481481 |
| STUDENT SERVICES REVENUES | 900099 | 1365548 | 1365548 | |
| FEES & CONTRACTS FROM GOV'T AGENCIES | 900099 | 833476 | 833476 | |
| PUBLIC SERVICE PROGRAMS | 900099 | 140358 | 140358 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 152022144 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1136725 | TotalRevenueColumn |
| Unrelated Business Revenue | 105852 | UnrelatedBusinessRevenue |
| Exclusion | $1,030,873 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 41393714 | Securities |
| Other | 213704 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 40973528 | Securities |
| Other | 287344 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 420186 | Securities |
| Other | -73640 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 346546 | TotalRevenueColumn |
| Exclusion | $346,546 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 73066 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 115356 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 95053 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -21987 | TotalRevenueColumn |
| Exclusion | -$21,987 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 11490 | GrossIncomeGaming |
| Gaming Direct Expenses | 610 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10880 | TotalRevenueColumn |
| Exclusion | $10,880 | ExclusionAmount |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| SOPHOMORE INTERNATIONAL EXPERIENCE | 900099 | 590900 | 590900 | |
| LAPTOP PROGRAM | 900099 | 129579 | 129579 | |
| ALUMNI EVENTS | 900099 | 66355 | 0 | $66,355 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 658181 | TotalRevenueColumn |
| Related Or Exempt Function Income | 542927 | RelatedOrExemptFunctionIncome |
| Exclusion | $115,254 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1445015 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 159428139 | TotalRevenueColumn |
| Related Or Exempt Function Income | 151804069 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1587333 | UnrelatedBusinessRevenue |
| Exclusion | $1,547,921 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35930 | Total |
| Program Services | 35930 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39325487 | Total |
| Program Services | 39325487 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1041688 | Total |
| Program Services | 1041688 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3751988 | Total |
| Program Services | 905833 | ProgramServices |
| Management And General | 2706214 | ManagementAndGeneral |
| Fundraising | 139941 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 228733 | Total |
| Program Services | 138003 | ProgramServices |
| Management And General | 90730 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45817000 | Total |
| Program Services | 39496822 | ProgramServices |
| Management And General | 5247744 | ManagementAndGeneral |
| Fundraising | 1072434 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3395925 | Total |
| Program Services | 3123411 | ProgramServices |
| Management And General | 209967 | ManagementAndGeneral |
| Fundraising | 62547 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8103840 | Total |
| Program Services | 7268777 | ProgramServices |
| Management And General | 608164 | ManagementAndGeneral |
| Fundraising | 226899 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3190932 | Total |
| Program Services | 2750762 | ProgramServices |
| Management And General | 365480 | ManagementAndGeneral |
| Fundraising | 74690 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 207605 | Total |
| Management And General | 207605 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164571 | Total |
| Management And General | 163400 | ManagementAndGeneral |
| Fundraising | 1171 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210908 | Total |
| Fundraising | 210908 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2195985 | Total |
| Management And General | 2195985 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2948083 | Total |
| Program Services | 1091178 | ProgramServices |
| Management And General | 1835857 | ManagementAndGeneral |
| Fundraising | 21048 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2200483 | Total |
| Program Services | 935535 | ProgramServices |
| Management And General | 1162731 | ManagementAndGeneral |
| Fundraising | 102217 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2322957 | Total |
| Program Services | 1913293 | ProgramServices |
| Management And General | 315007 | ManagementAndGeneral |
| Fundraising | 94657 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1628845 | Total |
| Program Services | 1009661 | ProgramServices |
| Management And General | 619032 | ManagementAndGeneral |
| Fundraising | 152 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3024626 | Total |
| Program Services | 2604808 | ProgramServices |
| Management And General | 419818 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3511478 | Total |
| Program Services | 3211666 | ProgramServices |
| Management And General | 246499 | ManagementAndGeneral |
| Fundraising | 53313 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 419046 | Total |
| Program Services | 350925 | ProgramServices |
| Management And General | 64792 | ManagementAndGeneral |
| Fundraising | 3329 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3915173 | Total |
| Program Services | 3711192 | ProgramServices |
| Management And General | 203981 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16494913 | Total |
| Program Services | 16392743 | ProgramServices |
| Management And General | 102170 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 691440 | Total |
| Program Services | 69836 | ProgramServices |
| Management And General | 621604 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DINING SERVICES | 6891827 | 6887664 | 3218 | 945 |
| FACILITY REPAIRS | 979690 | 957646 | 21246 | 798 |
| ACTIVITIES EXPENSE | 739499 | 730547 | 8952 | |
| SOPHOMORE INT'L EXP. | 627275 | 627275 | ||
| STUDY ABROAD PAYMENTS | 2551109 | 2551109 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4884232 | Total |
| Program Services | 2981029 | ProgramServices |
| Management And General | 1793031 | ManagementAndGeneral |
| Fundraising | 110172 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161501268 | Total |
| Program Services | 140112820 | ProgramServices |
| Management And General | 19213227 | ManagementAndGeneral |
| Fundraising | 2175221 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28841098 | BOY |
| EOY | 37284977 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 272406 | BOY |
| EOY | 667305 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1493621 | BOY |
| EOY | 1915834 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5722970 | BOY |
| EOY | 5558147 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1504139 | BOY |
| EOY | 1539830 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 291641259 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 137574316 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159478033 | BOY |
| EOY | 154066943 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71792446 | BOY |
| EOY | 79596706 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58061486 | BOY |
| EOY | 73471386 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 214 | BOY |
| EOY | 91 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 327166413 | BOY |
| EOY | 354101219 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15033208 | BOY |
| EOY | 16014171 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7556038 | BOY |
| EOY | 7109831 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84617436 | BOY |
| EOY | 82733984 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17250308 | BOY |
| EOY | 15426194 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124456990 | BOY |
| EOY | 121284180 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 185330438 | BOY |
| EOY | 212045210 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5558975 | BOY |
| EOY | 8606103 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11820010 | BOY |
| EOY | 12165726 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 202709423 | BOY |
| EOY | 232817039 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 327166413 | BOY |
| EOY | 354101219 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2073129 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 32180745 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | 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
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 222800 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 126118730 | BeginningOfYearBalance |
| Contributions | 376248 | Contributions |
| Investment Earnings Or Losses | 30973741 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1926871 | GrantsOrScholarships |
| Other Expenditures | 4630473 | OtherExpenditures |
| Administrative Expenses | 2195985 | AdministrativeExpenses |
| End Of Year Balance | 148715390 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 120209492 | BeginningOfYearBalance |
| Contributions | 360255 | Contributions |
| Investment Earnings Or Losses | 13318034 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1979783 | GrantsOrScholarships |
| Other Expenditures | 4500001 | OtherExpenditures |
| Administrative Expenses | 1289267 | AdministrativeExpenses |
| End Of Year Balance | 126118730 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 168494180 | BeginningOfYearBalance |
| Contributions | 303105 | Contributions |
| Investment Earnings Or Losses | -38987139 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1809596 | GrantsOrScholarships |
| Other Expenditures | 6044204 | OtherExpenditures |
| Administrative Expenses | 1746854 | AdministrativeExpenses |
| End Of Year Balance | 120209492 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.88000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.12000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2953236 | OtherCostOrOtherBasis |
| Book Value | 2953236 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 218735716 | OtherCostOrOtherBasis |
| Depreciation | 91473439 | Depreciation |
| Book Value | 127262277 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 50915803 | OtherCostOrOtherBasis |
| Depreciation | 39715324 | Depreciation |
| Book Value | 11200479 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19036504 | OtherCostOrOtherBasis |
| Depreciation | 6385553 | Depreciation |
| Book Value | 12650951 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 154066943 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HEDGE FUNDS | 42965479 | F |
| PRIVATE PLACEMENT PROGRAMS | 30505907 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 73471386 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SWAP DERIVATIVES | $6,870,189 |
| REFUNDABLE ADVANCES - US GOV | $5,982,794 |
| ASSET RETIRMENT OBLIGATION | $2,573,211 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 15426194 | TotalOfAmounts |
| Total Revenue | 159428139 | TotalRevenue |
| Total Expenses | 161501268 | TotalExpenses |
| Excess Or Deficit For Year | -2073129 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 28304076 | NetUnrealizedGLOnInvestments |
| Investment Expenses | 2195985 | InvestmentExpenses |
| Other | $1,680,687 | OtherAmount |
| Total Adjustments | 32180748 | TotalAdjustments |
| Excess Or Deficit Per FS | 30107619 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 148234664 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 28304076 | NetUnrealizedGainsInvestments |
| Other Revenues | -39593214 | OtherRevenues |
| Revenue Not Rptd F990 | -11289138 | RevenueNotRptdF990 |
| Revenue Subtotal | 159523802 | RevenueSubtotal |
| Other Revenues Not Included | -95663 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -95663 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 159428139 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 118127046 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 95663 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 95663 | ExpensesNotRptdF990 |
| Expenses Subtotal | 118031383 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 2195985 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 41273900 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 43469885 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 161501268 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S COLLECTIONS | PART III, LINE 4 | THE UNIVERSITY'S ART COLLECTIONS CONSIST OF MANY DIFFERENT TYPES OF ART INCLUDING PAINTINGS, PHOTOGRAPHS, BOOK COLLECTIONS, SPORTS MEMORABILIA, SCULPTURES, FIGURINES, ANTIQUES AND ARTIFACTS. THE COLLECTIONS ENHANCE AND FURTHER THE PURPOSE OF THE UNIVERSITY IN VARIOUS WAYS, WHICH INCLUDE THE ABILITY OF THE STUDENT TO LEARN TO UNDERSTAND HUMAN EXPERIENCES, BOTH PAST AND PRESENT, LEARN TO ADAPT TO AND RESPECT OTHERS' DIVERSE WAYS OF THINKING, WORKING, AND EXPRESSING THEMSELVES, AND ANALYZING NONVERBAL COMMUNICATION AND MAKING INFORMED JUDGMENTS ABOUT CULTURAL PRODUCTS AND ISSUES. |
| ENDOWMENT FUNDS | PART V, LINE 4 | THE PURPOSE OF THE UNIVERSITY'S ENDOWMENT FUND IS TO SUPPORT THE EDUCATIONAL MISSION OF THE UNIVERSITY BY PROVIDING A RELIABLE SOURCE OF FUNDS FOR CURRENT AND FUTURE USE. THROUGH QUARTERLY DRAWDOWNS, THE ENDOWMENT IS USED TO FUND SCHOLARSHIPS AND GRANTS AS WELL AS MAINTAINING UNIVERSITY FACILITIES AND PROGRAM SERVICES. |
| PART X LINE 2 | THE UNIVERSITY IS A TAX-EXEMPT ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. BRU LLC, A WHOLLY OWNED SUBSIDIARY, IS A DISREGARDED ENTITY FOR TAX PURPOSES. ACCORDINGLY, ANY TAX LIABILITY OF BRU LLC WOULD BE REPORTED BY THE UNIVERSITY. THE UNIVERSITY BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS. | |
| CHANGE IN NET ASSETS | PART XI, LINE 8 | CHANGE IN FAIR VALUE OF INTEREST RATE SWAPS $ 1,745,083 CHANGE IN SPLIT INTEREST AGREEMENT $ (64,396) TOTAL $ 1,680,687 |
| RECONCILIATION OF REVENUE | PART XII, LINE 2D | SCHOLARSHIPS AND GRANTS $(40,367,175) ACCRUAL OF LIABILITY FOR ASSET REMEDIATION $ (163,040) ACCRUAL OF OTHER NONOPERATING LIABILITY $ (743,686) CHANGE IN SPLIT INTEREST AGREEMENT $ (64,396) CHANGE IN FAIR VALUE OF INTEREST RATE SWAPS $ 1,745,083 TOTAL $(39,593,214) PART XII, LINE 4B FUNDRAISING $ (95,053) GAMING EXPENSES $ (610) TOTAL $ (95,663) |
| RECONCILIATION OF EXPENSES | PART XIII, LINE 2D | FUNDRAISING EXPENSES $ 95,053 GAMING EXPENSES $ 610 TOTAL $ 95,663 PART XIII, LINE 4B SCHOLARSHIPS AND GRANTS $ 40,367,175 ACCRUAL OF LIABILITY FOR ASSET REMEDIATION 163,040 ACCRUAL OF OTHER NONOPERATING LIABILITY 743,685 TOTAL $ 41,273,900 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SCHEDULE E QUESTION 3 | THE POLICY IS PUBLISHED IN THE EMPLOYEE POLICY MANUAL. ADVERTISING STATES THAT WE ARE AN EEO/AA EMPLOYER. ALL MAJOR PUBLICATIONS PRINT THE NOTICE OF NON-DISCRIMINATORY POLICY AS TO STUDENTS. |
| SCHEDULE E QUESTION 6A | BRYANT UNIVERSITY ADMINISTERS FEDERAL FINANCIAL AID AND PERKINS FUNDS TO THE STUDENTS WHO QUALIFY. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (16 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 0 | Program Services | STUDY ABROAD | 1170342 |
| Central America and the Caribbean | 0 | 0 | Program Services | STUDY ABROAD | 148925 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | STUDY ABROAD | 2978099 |
| South America | 0 | 0 | Program Services | STUDY ABROAD | 69750 |
| Sub-Saharan Africa | 0 | 0 | Program Services | STUDY ABROAD | 26740 |
| North America | 0 | 0 | Program Services | INTERNATIONAL LEARNING | 1464 |
| Central America and the Caribbean | 0 | 0 | Program Services | STUDENT RECRUITING | 4185 |
| East Asia and the Pacific | 0 | 0 | Program Services | STUDENT RECRUITING | 11930 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | STUDENT RECRUITING | 15095 |
| Middle East and North Africa | 0 | 0 | Program Services | STUDENT RECRUITING | 6421 |
| North America | 0 | 0 | Program Services | STUDENT RECRUITING | 921 |
| South Asia | 0 | 0 | Program Services | STUDENT RECRUITING | 2494 |
| Sub-Saharan Africa | 0 | 0 | Program Services | STUDENT RECRUITING | 2401 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | SPORTS TRAVEL | 88420 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Unrelated Trade or Business | 4123 | |
| Central America and the Caribbean | 0 | 0 | Investments | 17994946 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 22526256 | SubtotalAmountSpent |
| Total Amount Spent | 22526256 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (4 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| SCHOLARSHIPS | East Asia/Pacific | 35 | 254578 | STUDENT ACCT |
| SCHOLARSHIPS | Cent. America/Caribbean | 1 | 8500 | STUDENT ACCT |
| SCHOLARSHIPS | Europe/Iceland/Greenland | 93 | 740985 | STUDENT ACCT |
| SCHOLARSHIPS | South America | 3 | 37625 | STUDENT ACCT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | true | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MONITOR THE USE OF GRANTS FUNDS OUTSIDE THE U.S. | PART I, LINE 2 | THE UNIVERSITY ONLY DISTRIBUTES GRANTS DIRECTLY INTO STUDENT ACCOUNTS TO OFFSET THE STUDENT'S OUTSTANDING BALANCE FOR THE SEMESTER TO ENSURE THESE FUNDS HAVE BEEN UTILIZED FOR THEIR INTENDED PURPOSE. |
| ACCOUNTING METHOD | PART I, LINE 3, COLUMN (F) | THE UNIVERSITY USED THE ACCRUAL METHOD TO ACCOUNT FOR EXPENDITURES IN EACH REGION. INVESTMENTS ARE MEASURED AT FAIR MARKET VALUE. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (3 entries)
| Name Of IndividualNameOfIndividual | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|
| RUFFALO CODY | PHONATHON SERVICES | false | 304791 | 152798 | 151993 |
| MARTS LUNDY | FUNDRAISING CONSULTING | false | 50110 | -50110 | |
| LISA HUROWITZ | FUNDRAISING CONSULTING | false | 8000 | -8000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 304791 | TotalGrossReceipts |
| Total Retained By Contractors | 210908 | TotalRetainedByContractors |
| Total Net To Organization | 93883 | TotalNetToOrganization |
| Licensed States | MA | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | RI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 188422 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 115356 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 73066 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 2500 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 31240 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 13983 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 47330 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 188422 | GrossReceiptsTotal |
| Charitable Contributions Total | 115356 | CharitableContributionsTotal |
| Gross Revenue Total Events | 73066 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 2500 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 31240 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 13983 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 47330 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 95053 | DirectExpenseSummaryEvents |
| Net Income Summary | -21987 | NetIncomeSummary |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 DOUGLAS PIKE | AddressLine1 |
| City | SMITHFIELD | City |
| State | RI | State |
| ZIP Code | 02917 | ZIPCode |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART 1, LINE 2B | Identifier |
| Explanation | INCLUDED IN RUFFALO CODY PAYMENTS OF $152,798 ARE PAYMENTS FOR FUNDRAISING EXPENSES OF $3,002. THE UNIVERSITY IS BILLED SEPARATELY FOR ANY FUNDRAISING EXPENDITURES RUFFALO CODY IS SEEKING PAYMENT FOR. THESE EXPENDITURES ARE SPECIFICALLY IDENTIFIED LINE ITEMS ON THE INVOICES THAT ARE PRESENTED FOR PAYMENT. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| RHODE ISLAND PUBLIC EXPENDITURE COUNCIL | ||||||||
| 86 WEYBOSSET ST | PROVIDENCE | RI | 02903 | 050271571 | 501(C)(3) | 7500 | 0 | SPONSORSHIP |
| BIG SISTERS OF RHODE ISLAND | ||||||||
| 1540 PONTIAC AVENUE | CRANSTON | RI | 02920 | 222606942 | 501(C)(3) | 5300 | 0 | SPONSORSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (9 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| NEED-BASED GRANTS | 1623 | 16483397 |
| ACADEMIC SCHOLARSHIPS | 974 | 11713273 |
| DIVERSITY AWARDS | 222 | 4353600 |
| ATHLETIC AWARDS | 332 | 4422936 |
| ENDOWED SCHOLARSHIPS | 174 | 1001348 |
| SPECIAL PROGRAMS | 146 | 551439 |
| ANNUAL GIFTS | 102 | 447047 |
| SEOG PROGRAM | 520 | 320332 |
| FWS COMMUNITY SERVICE | 26 | 32115 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| GRANTS AND OTHER ASSISTANCE TO GOVERNMENTS AND ORGANIZATIONS IN THE U.S. | PART II | THE UNIVERSITY PROVIDED ASSISTANCE TO THESE ORGANIZATIONS BY CONTRIBUTING TO THEIR FUNDRAISING EVENTS. THE UNIVERSITY DID NOT TAKE A CHARITABLE CONTRIBUTION DEDUCTION ON ITS FORM 990-T. |
| GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS IN THE U.S. | PART III | ALL FEDERAL TITLE IV FUNDS RECEIVED BY BRYANT UNIVERSITY ARE MANAGED IN STRICT COMPLIANCE WITH ALL REQUIREMENTS SET FORTH IN THE PROGRAM PARTICIPATION AGREEMENT, A FORMAL AGREEMENT BETWEEN BRYANT UNIVERSITY AND THE U.S. DEPARTMENT OF EDUCATION. THE PROGRAM PARTICIPATION AGREEMENT IS PERSONALLY ENDORSED BY BOTH THE CHIEF EXECUTIVE OFFICER OF BRYANT UNIVERSITY AND THE SECRETARY OF THE U.S. DEPARTMENT OF EDUCATION. COMPLIANCE WITH ALL TITLE IV REQUIREMENTS IS MONITORED BY THE DIRECTOR OF FINANCIAL AID WITH THE ASSISTANCE OF FOUR PROFESSIONAL FINANCIAL AID ADMINISTRATORS AND FOUR SUPPORT STAFF MEMBERS. COMPLIANCE CAPABILITY IS GREATLY ENHANCED THROUGH THE USE OF THE BANNER INTERGRATED MANAGEMENT INFORMATION SYSTEM AND ITS EFFECTIVE INTERFACE WITH OTHER DEPARTMENT OF EDUCATION SYSTEMS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (18 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RONALD K MACHTLEY | |||||||||||||
| 399897 | 0 | 0 | 0 | 39367 | 0 | 27840 | 0 | 82483 | 0 | 549587 | 0 | 0 | 0 |
| BARRY F MORRISON | |||||||||||||
| 241277 | 0 | 26660 | 0 | 16860 | 0 | 42840 | 0 | 17940 | 0 | 345577 | 0 | 0 | 0 |
| VK UNNI | |||||||||||||
| 246656 | 0 | 25660 | 0 | 19548 | 0 | 27840 | 0 | 18469 | 0 | 338173 | 0 | 0 | 0 |
| ARTHUR S GLOSTER II | |||||||||||||
| 197310 | 0 | 26560 | 0 | 19405 | 0 | 25070 | 0 | 21489 | 0 | 289834 | 0 | 0 | 0 |
| JAMES L DAMRON | |||||||||||||
| 189990 | 0 | 23260 | 0 | 8578 | 0 | 29270 | 0 | 18823 | 0 | 269921 | 0 | 0 | 0 |
| LORNA J HUNTER | |||||||||||||
| 166577 | 0 | 24292 | 0 | 19572 | 0 | 19917 | 0 | 31662 | 0 | 262020 | 0 | 0 | 0 |
| J THOMAS EAKIN | |||||||||||||
| 162923 | 0 | 25400 | 0 | 13048 | 0 | 19998 | 0 | 45819 | 0 | 267188 | 0 | 0 | 0 |
| LINDA S LULLI | |||||||||||||
| 178286 | 0 | 20250 | 0 | 1584 | 0 | 19940 | 0 | 2683 | 0 | 222743 | 0 | 0 | 0 |
| JACK W TRIFTS | |||||||||||||
| 158392 | 0 | 0 | 0 | 544 | 0 | 15387 | 0 | 18755 | 0 | 193078 | 0 | 0 | 0 |
| ROGER L ANDERSON | |||||||||||||
| 160942 | 0 | 20100 | 0 | 27532 | 0 | 17753 | 0 | 930 | 0 | 227257 | 0 | 0 | 0 |
| DAVID S LUX | |||||||||||||
| 153810 | 0 | 2500 | 0 | 1584 | 0 | 17236 | 0 | 53747 | 0 | 228877 | 0 | 0 | 0 |
| DAVID A LOUTON | |||||||||||||
| 207365 | 0 | 0 | 0 | 552 | 0 | 19360 | 0 | 50373 | 0 | 277650 | 0 | 0 | 0 |
| CHARLES P CULLINAN | |||||||||||||
| 180867 | 0 | 0 | 0 | 360 | 0 | 18164 | 0 | 18460 | 0 | 217851 | 0 | 0 | 0 |
| DENNIS M BLINE | |||||||||||||
| 196376 | 0 | 0 | 0 | 1032 | 0 | 16861 | 0 | 50337 | 0 | 264606 | 0 | 0 | 0 |
| JOSE-MARIE GRIFFITHS | |||||||||||||
| 144776 | 0 | 0 | 0 | 602 | 0 | 13996 | 0 | 49066 | 0 | 208440 | 0 | 0 | 0 |
| CAROL W DEMORANVILLE | |||||||||||||
| 162070 | 0 | 0 | 0 | 1032 | 0 | 13124 | 0 | 20361 | 0 | 196587 | 0 | 0 | 0 |
| CHARLES J QUIGLEY JR | |||||||||||||
| 182326 | 0 | 0 | 0 | 1584 | 0 | 17038 | 0 | 18853 | 0 | 219801 | 0 | 0 | 0 |
| LAWRENCE H WITNER | |||||||||||||
| 181483 | 0 | 0 | 0 | 1584 | 0 | 14620 | 0 | 18380 | 0 | 216067 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| BENEFITS | PART I, LINE 1A | RONALD MACHTLEY, PRESIDENT OF THE UNIVERSITY AND MEMBER OF THE BOARD OF TRUSTEES, TRAVELLED ON ONE TRIP WITH HIS SPOUSE, KATI MACHTLEY, ON UNIVERSITY RELATED BUSINESS. THESE EXPENSES ARE NOT CONSIDERED COMPENSATION FOR PRESIDENT MACHTLEY SINCE THE TRIPS WERE BUSINESS RELATED AND MRS. MACHTLEY IS ALSO AN EMPLOYEE OF THE UNIVERSITY. ACCORDING TO THE UNIVERSITY'S POLICY, TRAVEL FOR THE PRESIDENT'S COMPANION SHALL ONLY BE REIMBURSED WHEN INCURRED WHILE CONDUCTING BUSINESS FOR THE UNIVERSITY. EXPENSES RELATED TO THESE TRIPS FOR MRS. MACHTLEY PAID FOR BY BRYANT UNIVERSITY TOTALLED $779 AND ARE NON-TAXABLE. THE UNIVERSITY ALSO PAID $7,700 FOR PRESIDENT MACHTLEY'S MEMBERSHIPS AND ASSOCIATED FEES FOR TWO SEPARATE SOCIAL CLUBS. THESE MEMBERSHIPS ARE OBTAINED FOR BUSINESS PURPOSES ONLY. THESE AMOUNTS ARE INCLUDED AS NON-TAXABLE BENEFITS IN PART II. AS A CONDITION OF THEIR EMPLOYMENT, THE UNIVERSITY PROVIDED ON-CAMPUS HOUSING FOR PRESIDENT MACHTLEY, FOR J. THOMAS EAKIN, VICE PRESIDENT OF STUDENT AFFAIRS, AND JOSE-MARIE GRIFFITHS, VICE PRESIDENT OF ACADEMIC AFFAIRS. THE UNIVERSITY PROVIDES CUSTODIAL SERVICES TO MAINTAIN THE HOUSING. THESE AMOUNTS ARE INCLUDED AS NON-TAXABLE BENEFITS IN PART II. |
| NONQUALIFIED SUPPLEMENTAL RETIREMENT PLAN | PART I, LINE 4B | RONALD MACHTLEY AND BARRY MORRISON PARTICIPATE IN A NONQUALIFIED SUPPLEMENTAL RETIREMENT PLAN. $15,000 WAS CONTRIBUTED TO THE PLAN IN 2010 BUT NO AMOUNTS WERE PAID OUT TO EITHER PARTICIPANT. OTHER COMPENSATION DETAILS PART II COLUMN B (III) INCLUDES PAYMENTS FOR GROUP TERM LIFE PREMIUMS AND PERSONAL USE OF AUTO. PART II COLUMN C INCLUDES EMPLOYER CONTRIBUTIONS TO SECTION 403 (B) PLANS AND OTHER DEFERRED COMPENSATION PLANS. PART II COLUMN D INCLUDES NON-TAXABLE BENEFITS INCLUDING UNDERGRADUATE TUITION REMISSION, EMPLOYER HEALTH BENEFITS, LIFE INSURANCE AND DISABILITY BENEFIT PREMIUMS PAYMENTS, AS WELL AS THE VALUE OF ON-CAMPUS HOUSING PROVIDED TO CERTAIN KEY EMPLOYEES UNDER THE REQUIREMENTS OF THEIR EMPLOYMENT CONTRACTS. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RHODE ISLAND HEALTH AND EDUCATION BUILDING CORP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 521300173 | IssuerEIN |
| CUSIP Number | 762197CE9 | CUSIPNumber |
| Date Issued | 2008-04-24 | DateIssued |
| Issue Price | 50420000 | IssuePrice |
| Description Of Purpose | REFUNDING 12/8/05 & 6/21/07 BONDS | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 50420000 | TotalProceeds |
| Issuance Costs From Proceeds | 395680 | IssuanceCostsFromProceeds |
| Credit Enhancement | 24320 | CreditEnhancement |
| Other Spent Proceeds | 50000000 | OtherSpentProceeds |
| Year Of Subst Completion | 2008 | YearOfSubstCompletion |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | true | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | false | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00500 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.02300 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.02800 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | true | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGOBARCLAYS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 26.5 | TermOfHedge |
| Superintegrated Hedge | false | SuperintegratedHedge |
| Hedge Terminated | false | HedgeTerminated |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | true | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | NA | NameOfInterestedPerson |
| Relationship With Organization | N/A | RelationshipWithOrganization |
| Amount Of Grant | 32819 | AmountOfGrant |
| Type Of Assistance | TUITION REMISS. | TypeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| T ABRAHAM HUNTER | |||
| SPOUSE OF LORNA HUNTER | 46968 | SALARY & BENEFITS PAID BY UNIV | false |
| KATI MACHTLEY | |||
| SPOUSE OF RONALD MACHTLEY | 81150 | SALARY & BENEFITS PAID BY UNIV | false |
| COLLEEN ANDERSON | |||
| SPOUSE OF ROGER ANDERSON | 56853 | SALARY & BENEFITS PAID BY UNIV | false |
| ZANETA HUNTER | |||
| DAUGHTER OF LORNA HUNTER | 43762 | SALARY & BENEFITS PAID BY UNIV | false |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 4 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 63184 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVERAGE OF HIGH/LOW | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4869 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | TRANSPORTATION | 1 | 70000 | FMV |
| X | SOFTWARE | 1 | 2000 | FMV |
| X | MISCELLANEOUS | 6 | 1913 | FMV |
| X | GOLF TOURNAMENT AND REGIONAL ALUMNI EVENTS | 75 | 20918 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NUMBER OF CONTRIBUTIONS | Identifier |
| Return Reference | PART I, COLUMN B | ReturnReference |
| Explanation | DENOTES THE NUMBER OF CONTRIBUTIONS RECEIVED DURING THE FISCAL PERIOD. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | PART III, LINE 1 | BRYANT IS A STUDENT-CENTERED UNIVERSITY FOCUSED ON ACADEMIC EXCELLENCE THAT PREPARES ITS STUDENTS TO ACHIEVE THEIR PERSONAL BEST IN LIFE AND THEIR CHOSEN PROFESSIONS THROUGH * CHALLENGING ACADEMIC PROGRAMS OFFERED BY FACULTY MEMBERS PROMINENT IN THEIR FIELDS, * A CULTURALLY ENRICHING CAMPUS LIFE THAT ENCOURAGES PERSONAL GROWTH, * CORPORATE AND BUSINESS EXPERIENCES AND AFFILIATIONS, * THE INTEGRATION OF ADVANCED TECHNOLOGY INTO THE CURRICULUM, AND * THE CULTIVATION OF A GLOBAL PERSPECTIVE THROUGH COURSE WORK AND STUDENT-LIFE ACTIVITIES. BRYANT COLLEGE WAS FOUNDED IN 1863 IN RESPONSE TO AN EARLY DEMAND FOR SPECIALIZED TRAINING IN COMMERCE AND FINANCE. BRYANT COLLEGE CHANGED ITS NAME TO BRYANT UNIVERSITY IN AUGUST 2005. THE UNIVERSITY IS SITUATED ON 498 ACRES IN SMITHFIELD, RHODE ISLAND. BRYANT UNIVERSITY OFFERS BACHELOR OF SCIENCE IN BUSINESS ADMINISTRATION, BACHELOR OF ARTS, AND GRADUATE DEGREES. BRYANT UNIVERSITY IS ONE OF ONLY 10% OF COLLEGES AND UNIVERSITIES IN THE WORLD TO HAVE ACHIEVED THE PRESTIGIOUS ACCREDITATION FROM AACSB INTERNATIONAL - THE ASSOCIATION TO ADVANCE COLLEGIATE SCHOOLS OF BUSINESS, AND IS THUS ONE OF ONLY THREE RHODE ISLAND UNIVERSITIES AND ONE OF ONLY THREE BUSINESS-SPECIALTY SCHOOLS IN NEW ENGLAND TO HAVE ACHIEVED THIS NATIONAL ACCREDITATION. BRYANT IS ALSO ACCREDITED BY THE NEW ENGLAND ASSOCIATION OF SCHOOLS AND COLLEGES (NEASC). |
| PROGRAM SERVICES | PART III, LINES 4A-4C | LINE 4A *UNDERGRADUATE, GRADUATE AND CERTIFICATE PROGRAMS - INCLUDING ACADEMIC SUPPORT AND STUDENT SERVICES* BRYANT UNIVERSITY OFFERS UNDERGRADUATE AND GRADUATE DEGREES, GRADUATE CERTIFICATES, AND EXECUTIVE EDUCATION PROGRAMS. THE FALL FTE FOR THE UNDERGRADUATE PROGRAM WAS 3,292 AND THE GRADUATE PROGRAM WAS 179. WITHIN THE UNDERGRADUATE PROGRAM THERE ARE TWO SCHOOLS, THE COLLEGE OF ARTS AND SCIENCES AND THE COLLEGE OF BUSINESS. THE COLLEGE OF ARTS AND SCIENCES OFFERS A WIDE RANGE OF STUDY IN THE HUMANITIES, SOCIAL SCIENCES, MATHEMATICS, AND THE NATURAL SCIENCES. THE COLLEGE OF BUSINESS'S IMPRESSIVE ARRAY OF BUSINESS SPECIALTIES OFFERS STUDENTS THE DEPTH AND BREADTH OF A LARGE, PREMIER BUSINESS SCHOOL COMBINED WITH THE INDIVIDUAL ATTENTION THAT IS A BRYANT HALLMARK. THE GRADUATE SCHOOL OF BUSINESS IS PART OF THE COLLEGE OF BUSINESS AT BRYANT, WHICH IS ONE OF ONLY 5% OF ALL BUSINESS PROGRAMS IN THE WORLD ACCREDITED BY AACSB INTERNATIONAL - THE ASSOCIATION TO ADVANCE COLLEGIATE SCHOOLS OF BUSINESS. IN ADDITION, BRYANT ALSO OFFERS ADDITIONAL EDUCATIONAL OPPORTUNITIES THROUGH THE EXECUTIVE DEVELOPMENT CENTER. THE EXECUTIVE DEVELOPMENT CENTER OFFERS PROFESSIONAL CERTIFICATE PROGRAMS THAT PROVIDE HIGH-LEVEL MANAGEMENT SKILLS IN CRITICAL BUSINESS AREAS FOR EXECUTIVES, HIGH-POTENTIAL, CAREER ASPIRING INDIVIDUALS AND GROWTH FOCUSED CORPORATIONS. LINE 4B *AUXILIARY SERVICES - DINING AND HOUSING* APPROXIMATELY 85% OF OUR STUDENTS RESIDE ON CAMPUS IN OUR RESIDENCE HALLS AND TOWNHOUSES. LIVING OPTIONS AT BRYANT UNIVERSITY ARE DESIGNED TO FOSTER A GRADUAL INCREASE OF INDEPENDENT LIFESTYLE AND INDIVIDUAL RESPONSIBILITY. FIRST-YEAR STUDENTS HAVE THE OPPORTUNITY TO ESTABLISH RELATIONSHIPS WITH LARGE NUMBERS OF CLASSMATES IN A MORE TRADITIONAL SETTING. SOPHOMORES AND JUNIORS EXPERIMENT WITH SMALL-GROUP LIVING WHILE EATING IN COMMON AREAS WITH ALL RESIDENT STUDENTS. MOST SENIORS LIVE INDEPENDENTLY IN TOWNHOUSE UNITS WITH FULL RESPONSIBILITY FOR THEIR COOKING, CLEANING, ETC. ALL LIVING AREAS INCLUDE TELEPHONE, CABLE, AND COMPUTER ACCESS. ALL STUDENTS WHO LIVE ON CAMPUS, EXCEPT FOR THE TOWNHOUSES, ARE REQUIRED TO PARTICIPATE IN A MEAL PLAN. BRYANT OFFERS A NUMBER OF PLANS TO PROVIDE STUDENTS FLEXIBLE OPTIONS FOR ON-CAMPUS DINING AT THE SEVERAL LOCATIONS AVAILABLE ON CAMPUS. LINE 4C *PUBLIC SERVICE* BRYANT UNIVERSITY HOSTS SEVERAL INSTRUCTIONAL PROGRAMS FUNDED BY EXTERNAL PARTIES INCLUDING THE FEDERAL GOVERNMENT, FOREIGN AND STATE GOVERNMENTS AND CORPORATIONS. |
| LOBBYING ACTIVITIES | PART IV, LINE 4 | THE UNIVERSITY IS A MEMBER IN CERTAIN PROFESSIONAL ORGANIZATIONS, INCLUDING THE NATIONAL ASSOCIATION OF COLLEGES AND UNIVERSITY BUSINESS OFFICERS, AND OTHER REGIONAL ORGANIZATIONS. A PORTION OF THESE MEMBERSHIP DUES MAY BE CONSIDERED LOBBYING EXPENSES, BUT THE UNIVERSITY HAS NOT MADE ANY INTERNAL ALLOCATION OF SUCH DUES TO LOBBYING. |
| FAMILY OR BUSINESS RELATIONSHIPS | PART VI, SECTION A, QUESTION 2 | THE FOLLOWING MEMBERS OF THE UNIVERSITY'S BOARD OF TRUSTEES ARE EMPLOYED BY LIFESPAN: GEORGE VECCHIONE, PRESIDENT AND CEO; AND KATHLEEN HITTNER, MD THE FOLLOWING MEMBERS OF THE UNIVERSITY'S BOARD OF TRUSTEES ALSO SERVE ON THE BOARD OF AMICA INSURANCE COMPANY: RICHARD PLOTKIN, CHERYL SNEAD, RONALD MACHTLEY, |
| FORM 990 REVIEW PROCESS | PART VI, SECTION B, QUESTION 11A | PRIOR TO FILING THE UNIVERSITY'S 990 WITH THE IRS, IT IS REVIEWED BY THE UNIVERSITY'S AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE AUDIT COMMITTEE IS THE GOVERNING BODY OF THE UNIVERSITY THAT HAS OVERSIGHT OF ALL FINANCIAL AND COMPLIANCE ISSUES OF THE UNIVERSITY AND REPORTS THE PROCEEDINGS OF ALL OF ITS MEETINGS TO THE FULL BOARD OF TRUSTEES. A COMPLETE COPY OF THE FORM 990 IS DISTRIBUTED TO EACH VOTING BOARD MEMBER PRIOR TO FILING. |
| CONFLICT OF INTEREST POLICY | PART VI, SECTION B, QUESTION 12C | THE UNIVERSITY CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY FIRST ENSURING THE CONFLICT OF INTEREST FORMS ARE CONTINUALLY UPDATED BY THE TRUSTEES AND EMPLOYEES. THE FORMS ARE REVIEWED ANNUALLY TO IDENTIFY ANY DISCLOSURES OF CONFLICTS OF INTEREST, AND AS A RESULT, NO BOARD MEMBER CAN VOTE ON ANY ITEM IN WHICH THEY HAVE A CONFLICT OF INTEREST. THE VICE PRESIDENT OF BUSINESS AFFAIRS REVIEWS THE CONFLICT OF INTEREST FORMS, AND ANY POTENTIAL CONFLICT WOULD BE DISCUSSED WITH THE AUDIT COMMITTEE CHAIR. IN ADDITION, ANY BUSINESS CONDUCTED BY THE UNIVERSITY WITH ANY ORGANIZATION RELATED TO A BRYANT UNIVERSITY TRUSTEE OR EMPLOYEE MUST BE A HANDS-OFF TRANSACTION WITH NO INVOLVEMENT OF THE TRUSTEE OR EMPLOYEE. THIS MONITORING AND ENFORCING IS DONE PRIMARILY THROUGH THE PRESIDENT'S OFFICE. |
| DOCUMENT RETENTION POLICY | PART VI, SECTION B, QUESTION 14 | WITHIN THE UNIVERSITY, VARIOUS DEPARTMENTS HAVE A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY THAT PERTAINS TO THAT AREA. THE UNIVERSITY HAS DRAFTED AN ORGANIZATION WIDE POLICY IN ORDER FOR THE POLICY TO BE UNIFORM AND CONSISTENT THROUGHOUT THE UNIVERSITY. |
| COMPENSATION POLICY | PART VI, SECTION B, QUESTION 15A & 15B | THE BOARD OF TRUSTEES, THROUGH ITS EXECUTIVE COMPENSATION COMMITTEE (THE "COMMITTEE"), UTILIZES AN EXECUTIVE COMPENSATION PHILOSOPHY, AMENDED AND RATIFIED BY THE BOARD OF TRUSTEES IN OCTOBER 2007, TO ESTABLISH COMPENSATION FOR ALL UNIVERSITY OFFICERS AND KEY EXECUTIVES. THE UNIVERSITY PREPARES AN ANNUAL REPORT, THE "EXECUTIVE COMPENSATION REPORT, DISCUSSION REPORT FOR THE EXECUTIVE COMPENSATION COMMITTEE". THE REPORT SUMMARIZES ANNUAL PERFORMANCE AGAINST INSTITUTIONAL BENCHMARKS, ANNUAL STRATEGIC GOALS AND DIVISIONAL OPERATIONAL OBJECTIVES, AND PROVIDES MARKET COMPARABILITY DATA FOR THE DESIGNATED POSITIONS. THE PRESIDENT ALSO PROVIDES A COVER MEMO TO THE COMMITTEE THAT ANALYZES AND RECOMMENDS TARGET ACHIEVEMENTS SET BY THE PERFORMANCE BONUS PLAN, BASE SALARY AND MAXIMUM PERFORMANCE BONUS FOR EACH EXECUTIVE. BASED ON THIS INFORMATION, THE COMMITTEE MAKES A DETERMINATION RELATIVE TO COMPENSATION FOR THE PRESIDENT AND REVIEWS AND ENDORSES THE PRESIDENT'S COMPENSATION RECOMMENDATIONS FOR THE EXECUTIVE TEAM. FACULTY MEMBERS, WHO HAVE BEEN CLASSIFIED AS HIGHLY COMPENSATED FOR 990 REPORTING, HAVE COMPENSATION GOVERNED BY THE COLLECTIVE BARGAINING AGREEMENT BETWEEN BRYANT UNIVERSITY AND THE BRYANT FACULTY FEDERATION. |
| PUBLIC DISCLOSURE | PART VI, SECTION C, QUESTION 19 | THE UNIVERSITY MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA THE UNIVERSITY'S WEBSITE AS WELL AS SENDING IT FREE OF CHARGE UPON REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE ON FILE IN THE PRESIDENT'S OFFICE AND ARE ALSO PROVIDED FREE OF CHARGE UPON REQUEST. |
| OTHER CHANGES IN NET ASSETS | PART XI LINE 5 | NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS 28,304,073 INVESTMENT EXPENSES 2,195,985 CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 1,745,083 CHANGE IN SPLIT INTEREST AGREEMENT (64,396) -------------- OTHER CHANGES IN NET ASSETS 32,180,745 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRU LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 DOUGLAS PIKE | AddressLine1 |
| City | SMITHFIELD | City |
| State | RI | State |
| ZIP Code | 02917 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231386793 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivities |
| Legal Domicile State | RI | LegalDomicileState |
| EOY Assets | 935842 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRYANT UNIV | BusinessNameLine1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HCT CHARITABLE REMAINDER UNITRUST | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 ELM STREET | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 056125338 | EIN |
| Primary Activity | CHARITABLE TRUST | PrimaryActivity |
| Legal Domicile State | RI | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | TRUST | TypeOfEntity |
| Share Of Total Income | 0 | ShareOfTotalIncome |
| Share Of EOY Assets | 105946 | ShareOfEOYAssets |
| Percentage Ownership | 0.82000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |