JOHNSON & WALES UNIVERSITY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOHNSON & WALES UNIVERSITY (EIN 05-0306206)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-11
- IRS object ID
- 202621319349300847
- Schema version
- 2024v5.5
- 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 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) |
|---|---|---|
| Return | 2026-05-11T08:59:39-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021293742 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050306206 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON & WALES UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 4015981900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 ABBOTT PARK PLACE | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIELLE SANTAMARIA | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 4015981900 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P01434915 | PTIN |
| Phone | 6179129000 | PhoneNum |
| Preparation | 2026-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MINNIE L RUNEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 ABBOTT PARK PLACE | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $415,611,964 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JWU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1914 | FormationYr |
| Legal Domicile State | RI | LegalDomicileStateCd |
| Activity Or Mission | EDUCATIONAL ACTIVITIES | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 3353 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $1,683,247 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,010,112 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,346,378 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,445,783 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $292,684,476 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $303,719,382 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,681,186 | PYInvestmentIncomeAmt |
| CY Investment Income | $29,740,084 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,591,608 | PYOtherRevenueAmt |
| CY Other Revenue | $4,473,479 | CYOtherRevenueAmt |
| PY Total Revenue | $313,303,648 | PYTotalRevenueAmt |
| CY Total Revenue | $342,378,728 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $110,104,168 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $120,399,305 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $147,616,274 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $154,597,004 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $511,545 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $637,331 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,290,637 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $97,526,784 | PYOtherExpensesAmt |
| CY Other Expenses | $97,805,159 | CYOtherExpensesAmt |
| PY Total Expenses | $355,758,771 | PYTotalExpensesAmt |
| CY Total Expenses | $373,438,799 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$42,455,123 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$31,060,071 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $784,661,941 | TotalAssetsBOYAmt |
| Total Assets EOY | $773,639,499 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $89,046,274 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $89,809,651 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $695,615,667 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $683,829,848 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF JOHNSON & WALES UNIVERSITY (JWU) IS TO PROVIDE AN EXCEPTIONAL EDUCATION THAT INSPIRES PROFESSIONAL SUCCESS AND LIFELONG PERSONAL AND INTELLECTUAL GROWTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $338,666,746 | ExpenseAmt |
| Grant | $120,399,305 | GrantAmt |
| Revenue | $304,735,666 | RevenueAmt |
| Desc | IN FY 2025, JWU ENROLLMENT AT ITS CAMPUSES IN PROVIDENCE, RI, AND CHARLOTTE, NC, AND ONLINE LEARNING PROGRAM TOTALED 8,332 STUDENTS (7,307 UNDERGRADS AND 1,025 GRAD) JWU AWARDED 2,068 DEGREES INCLUDING 379 ASSOCIATE'S, 1,192 BACHELOR'S, 372 GRADUATE, 59 DOCTORAL, AND 66 CERTIFICATES. JWU EMPLOYED 318 FT AND 389 PT FACULTY THROUGHOUT ITS COLLEGES OF ART & SCIENCES, COLLEGE OF BUSINESS AND HOSPITALITY, COLLEGE OF DIETETICS AND NUTRITION, COLLEGE OF FOOD INNOVATION & TECHNOLOGY, COLLEGE OF HEALTH AND WELLNESS, AND COLLEGE OF ONLINE EDUCATION. 40% OF STUDENTS WERE FIRST GENERATION COLLEGE STUDENTS OF THOSE WHO REPORTED THEIR PARENTS' EDUCATION. 98% OF UNDERGRADUATE, DAY STUDENTS RECEIVED INSTITUTIONAL AID, WITH AN AVERAGE AID OF $22,820 PER STUDENT. INSTITUTIONAL SCHOLARSHIPS EXCEEDED $120 MILLION. | Desc |
| Total Program Service Expenses | $338,666,746 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 13243 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3353 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENISE ZERVAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4015985093 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 ABBOTT PARK PLACE | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| MINNIE L RUNEY | |||||||||
| CHANCELLOR, PRESIDENT & CEO | 45.00 | 0.00 | Yes (X) | Yes (X) | $865,364 | $0 | $61,571 | ||
| MARIBETH N BISIENERE | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LIONEL E LAROCHELLE II | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILIP S RENAUD | |||||||||
| TRUSTEE (THRU 11/21/24) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MERRILL W SHERMAN | |||||||||
| TRUSTEE (THRU 6/24/25) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CLAY A SNYDER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN E TAYLOR JR | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| D CHIP WADE | |||||||||
| TRUSTEE (THRU 6/24/25) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LORENA M GARCIA | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT J PALLESCHI | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHIVAN S SUBRAMANIAM | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MTERESA PAIVA WEED | |||||||||
| TRUSTEE (THRU 7/25/24) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIA DUCHARME | |||||||||
| TRUSTEE (THRU 6/24/25) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOYE D BLOUNT | |||||||||
| TRUSTEE (AS OF 6/24/25) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ADI DHANDHANIA | |||||||||
| TRUSTEE (AS OF 3/27/25) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH J GREENE JR | |||||||||
| VICE CHANCELLOR | 45.00 | 0.00 | Yes (X) | $424,569 | $0 | $68,275 | |||
| DANIELLE H RAPOSA | |||||||||
| TREASURER & CFO | 45.00 | 0.00 | Yes (X) | $200,040 | $0 | $57,547 | |||
| EMILY GILCREAST | |||||||||
| UNIVERSITY SECRETARY | 45.00 | 0.00 | Yes (X) | $146,944 | $0 | $27,514 | |||
| MARIE F BERNARDO-SOUSA | |||||||||
| PRESIDENT PROVIDENCE CAMPUS | 45.00 | 0.00 | $312,993 | $0 | $58,870 | Yes (X) | |||
| RICHARD G MATHIEU | |||||||||
| PRESIDENT CHARLOTTE CAMPUS | 45.00 | 0.00 | $286,848 | $0 | $55,754 | Yes (X) | |||
| DIANE H D'AMBRA | |||||||||
| VP OF HUMAN SERVICES | 45.00 | 0.00 | $281,871 | $0 | $65,185 | Yes (X) | |||
| RICHARD A WISCOTT | |||||||||
| PROVOST | 45.00 | 0.00 | $365,935 | $0 | $65,870 | Yes (X) | |||
| LUBA SHUR | |||||||||
| GENERAL COUNSEL, VP | 45.00 | 0.00 | $338,327 | $0 | $68,742 | Yes (X) | |||
| AKHIL GUPTA | |||||||||
| VP OF ENROLLMENT MANAGEMENT | 45.00 | 0.00 | $217,881 | $0 | $53,203 | Yes (X) | |||
| JASON W WITHAM | |||||||||
| VP REAL ESTATE & FACILITY PLANNING | 45.00 | 0.00 | $203,165 | $0 | $53,995 | Yes (X) | |||
| DAVID A SOUZA | |||||||||
| VP INFORMATION TECHNOLOGY | 45.00 | 0.00 | $208,278 | $0 | $55,963 | Yes (X) | |||
| MATTHEW C MONTGOMERY | |||||||||
| VP MARKETING & COMMUNICATION | 45.00 | 0.00 | $177,520 | $0 | $13,916 | Yes (X) | |||
| MEREDITH TWOMBLY | |||||||||
| VP UNDERGRAD ENROLLMENT MANAGEMENT | 45.00 | 0.00 | $277,325 | $0 | $24,759 | Yes (X) | |||
| JASON R EVANS | |||||||||
| DEAN OF CFIT | 45.00 | 0.00 | $213,914 | $0 | $34,680 | Yes (X) | |||
| JENNIFER A GALIPEAU | |||||||||
| INTERIM DEAN & ASSOCIATE PROFESSOR | 45.00 | 0.00 | $223,034 | $0 | $53,338 | Yes (X) | |||
| MARY J MEIXELL | |||||||||
| DEAN OF COLLEGE OF BUSINESS | 45.00 | 0.00 | $251,612 | $0 | $59,898 | Yes (X) | |||
| MAURA C IVERSEN | |||||||||
| DEAN OF COLLEGE OF HEALTH & WELLNESS | 45.00 | 0.00 | $268,018 | $0 | $20,653 | Yes (X) | |||
| MELANIE V TUCKER | |||||||||
| VP STUDENT AFFAIRS | 45.00 | 0.00 | $232,289 | $0 | $45,566 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,495,927 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $945,299 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 359 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| A Z CORPORATION | |||||
| PO BOX 370 | N STONINGTON | CT | 06359 | CONSTRUCTION SERVICES | $6,304,563 |
| GUILD EDUCATION INC | |||||
| 370 17TH STREET SUITE 300 | DENVER | CO | 80202 | MARKETING & ENROLLMENT GROWTH SERVICES | $3,852,246 |
| PARISEAULT BUILDERS INC | |||||
| 25 SHARPE DR CRANSTON RI 02920 | WASHINGTON | DC | 20037 | CONSTRUCTION SERVICES | $3,808,760 |
| GOOGLE INC | |||||
| DEPT 33654 PO BOX 39000 | SAN FRANCISCO | CA | 94139 | ADVERTISING SERVICES | $3,336,144 |
| ABM | |||||
| PO BOX 643823 | PITTSBURGH | PA | 15264 | CLEANING SERVICES | $2,972,621 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 128 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $2,566 | FederatedCampaignsAmt |
| Fundraising | $91,860 | FundraisingAmt |
| Government Grants | $2,479,095 | GovernmentGrantsAmt |
| All Other Contributions | $1,872,262 | AllOtherContributionsAmt |
| Noncash Contributions | $609,433 | NoncashContributionsAmt |
| Total Contributions | $4,445,783 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611310 | $248,755,623 | $248,755,623 |
| RESIDENCE & DINING | 611310 | $50,083,408 | $50,083,408 |
| STUDENT FEES | 611310 | $3,323,736 | $3,323,736 |
| EDUCATIONAL PROGRAMS | 611310 | $1,418,546 | $1,418,546 |
| PERKINS | 611310 | $74,452 | $74,452 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,617 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $63,617 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $303,719,382 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,824,745 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$42,533 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,867,278 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,978,058 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,018,029 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,960,029 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,960,029 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,013,972 | UnrelatedBusinessRevenueAmt |
| Exclusion | $946,057 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $85,678,139 | SecuritiesAmt |
| Other | $11,288,858 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $70,647,611 | SecuritiesAmt |
| Other | $1,404,047 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,030,528 | SecuritiesAmt |
| Other | $9,884,811 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,915,339 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $58,132 | UnrelatedBusinessRevenueAmt |
| Exclusion | $24,857,207 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $19,702 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $91,860 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $163,549 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$143,847 | TotalRevenueColumnAmt |
| Exclusion | -$143,847 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| STUDENT SERVICES | 611310 | $1,060,315 | $158,604 | $901,711 | |
| CATERING SERVICES | 611310 | $541,891 | $541,891 | ||
| CONTRACTUAL SERVICES | 611310 | $527,177 | $527,177 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $527,914 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $330,503 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $111,785 | UnrelatedBusinessRevenueAmt |
| Exclusion | $85,626 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,657,297 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $342,378,728 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $304,735,666 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,683,247 | UnrelatedBusinessRevenueAmt |
| Exclusion | $31,514,032 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,150 | TotalAmt |
| Program Services | $44,150 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,638,837 | TotalAmt |
| Program Services | $118,638,837 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,716,318 | TotalAmt |
| Program Services | $1,716,318 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,115,992 | TotalAmt |
| Management And General | $4,819,641 | ManagementAndGeneralAmt |
| Fundraising | $296,351 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,457 | TotalAmt |
| Program Services | $272,457 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,212,793 | TotalAmt |
| Program Services | $103,232,611 | ProgramServicesAmt |
| Management And General | $11,809,299 | ManagementAndGeneralAmt |
| Fundraising | $1,170,883 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,086,654 | TotalAmt |
| Program Services | $7,979,608 | ProgramServicesAmt |
| Management And General | $1,026,691 | ManagementAndGeneralAmt |
| Fundraising | $80,355 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,627,171 | TotalAmt |
| Program Services | $13,824,650 | ProgramServicesAmt |
| Management And General | $1,643,052 | ManagementAndGeneralAmt |
| Fundraising | $159,469 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,281,937 | TotalAmt |
| Program Services | $7,177,779 | ProgramServicesAmt |
| Management And General | $1,038,676 | ManagementAndGeneralAmt |
| Fundraising | $65,482 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,627 | TotalAmt |
| Management And General | $289,627 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,356 | TotalAmt |
| Management And General | $116,356 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,666 | TotalAmt |
| Management And General | $169,666 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,006 | TotalAmt |
| Program Services | $142,006 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $637,331 | TotalAmt |
| Fundraising | $637,331 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,955,875 | TotalAmt |
| Management And General | $1,955,875 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,980,765 | TotalAmt |
| Program Services | $5,104,335 | ProgramServicesAmt |
| Management And General | $1,751,294 | ManagementAndGeneralAmt |
| Fundraising | $125,136 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,841,401 | TotalAmt |
| Program Services | $10,374,027 | ProgramServicesAmt |
| Management And General | $1,398,041 | ManagementAndGeneralAmt |
| Fundraising | $69,333 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,542,020 | TotalAmt |
| Program Services | $1,675,432 | ProgramServicesAmt |
| Management And General | $834,978 | ManagementAndGeneralAmt |
| Fundraising | $31,610 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,662,288 | TotalAmt |
| Program Services | $5,740,897 | ProgramServicesAmt |
| Management And General | $1,736,722 | ManagementAndGeneralAmt |
| Fundraising | $184,669 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,993 | TotalAmt |
| Program Services | $169,993 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,027,418 | TotalAmt |
| Program Services | $15,537,638 | ProgramServicesAmt |
| Management And General | $1,372,391 | ManagementAndGeneralAmt |
| Fundraising | $117,389 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,635,380 | TotalAmt |
| Program Services | $3,395,014 | ProgramServicesAmt |
| Management And General | $170,866 | ManagementAndGeneralAmt |
| Fundraising | $69,500 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,018,429 | TotalAmt |
| Program Services | $929,850 | ProgramServicesAmt |
| Management And General | $81,554 | ManagementAndGeneralAmt |
| Fundraising | $7,025 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,052,974 | TotalAmt |
| Program Services | $22,457,959 | ProgramServicesAmt |
| Management And General | $351,563 | ManagementAndGeneralAmt |
| Fundraising | $243,452 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,786,481 | TotalAmt |
| Program Services | $4,659,880 | ProgramServicesAmt |
| Management And General | $124,685 | ManagementAndGeneralAmt |
| Fundraising | $1,916 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD/BEVERAGE/KITCHEN S | $6,616,527 | $6,598,120 | $18,407 | |
| STUDENT SERVICES EXPENS | $4,149,941 | $4,137,131 | $12,810 | |
| CLASSROOM AND EDUCATION | $2,644,155 | $2,625,663 | $16,472 | $2,020 |
| UBTI TAX EXPENSE | $230,145 | $230,145 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,773,712 | TotalAmt |
| Program Services | $2,232,391 | ProgramServicesAmt |
| Management And General | $512,605 | ManagementAndGeneralAmt |
| Fundraising | $28,716 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,438,799 | TotalAmt |
| Program Services | $338,666,746 | ProgramServicesAmt |
| Management And General | $31,481,416 | ManagementAndGeneralAmt |
| Fundraising | $3,290,637 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,301 | BOYAmt |
| EOY | $17,153 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,963,358 | BOYAmt |
| EOY | $4,636,871 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,425,483 | BOYAmt |
| EOY | $510,575 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,309,700 | BOYAmt |
| EOY | $9,539,881 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,837,087 | BOYAmt |
| EOY | $8,775,065 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $818,332 | BOYAmt |
| EOY | $791,692 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,937,138 | BOYAmt |
| EOY | $7,268,722 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $742,626,951 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $388,931,403 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $366,463,347 | BOYAmt |
| EOY | $353,695,548 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,628,153 | BOYAmt |
| EOY | $119,258,982 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,819,772 | BOYAmt |
| EOY | $266,331,846 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,431,270 | BOYAmt |
| EOY | $2,813,164 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $784,661,941 | BOYAmt |
| EOY | $773,639,499 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,279,180 | BOYAmt |
| EOY | $29,999,090 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,172,882 | BOYAmt |
| EOY | $16,577,350 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,857,866 | BOYAmt |
| EOY | $32,706,644 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $719,916 | BOYAmt |
| EOY | $812,018 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,053,729 | BOYAmt |
| EOY | $5,622,311 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,962,701 | BOYAmt |
| EOY | $4,092,238 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,046,274 | BOYAmt |
| EOY | $89,809,651 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $648,749,203 | BOYAmt |
| EOY | $635,017,911 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,866,464 | BOYAmt |
| EOY | $48,811,937 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $695,615,667 | BOYAmt |
| EOY | $683,829,848 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $784,661,941 | BOYAmt |
| EOY | $773,639,499 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$31,060,071 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $19,274,252 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,481,480 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,204,163 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,545,523 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,346,378 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,445,783 | CurrentTaxYearAmt |
| Total | $67,023,327 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,481,480 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,204,163 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,545,523 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,346,378 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,445,783 | CurrentTaxYearAmt |
| Total | $67,023,327 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $959,635 | SubstantialContributorsTotAmt |
| Public Support Total170 | $66,063,692 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $989,937 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,147,537 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,549,196 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,280,757 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,307,224 | CurrentTaxYearAmt |
| Total | $24,274,651 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,963,630 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,749,758 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $864,074 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,062,244 | CurrentTaxYearAmt |
| Total | $6,639,706 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $664,891 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $813,422 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $828,320 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $766,914 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,007,039 | CurrentTaxYearAmt |
| Total | $4,080,586 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $102,018,270 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,471,571,335 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.64760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66670 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II; | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY MEETS THE PUBLIC SUPPORT TEST UNDER CURRENT GUIDANCE (AS DISCLOSED IN PART II) AND THEREFORE QUALIFIES FOR THE SPECIAL RULE UNDER SECTION 509(A)(1) FOR SCHEDULE B REPORTING. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $142,006 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $6,583 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $148,589 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | PART II-B, 1(G): DIRECT CONTACT: $142,006 PAID TO CONSULTING FIRMS TO MAINTAIN GOVERNMENT RELATIONS. PART II-B, 1(I): PORTION OF THE UNIVERSITY'S MEMBERSHIP DUES PAID TO THE AICU (ASSOCIATION OF INDEPENDENT COLLEGES & UNIVERSITIES OF RHODE ISLAND) AND TO THE NAICU (NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES & UNIVERSITIES), SPENT ON LOBBYING ACTIVITIES WAS $5,218 AND $1,365, RESPECTIVELY. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $1,510,441 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $355,158,353 | BeginningYearBalanceAmt |
| Contributions | $478,288 | ContributionsAmt |
| Investment Earnings Or Losses | $35,528,223 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,575,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $374,589,864 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $338,733,755 | BeginningYearBalanceAmt |
| Contributions | $606,332 | ContributionsAmt |
| Investment Earnings Or Losses | $30,488,266 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,670,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $355,158,353 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $313,201,496 | BeginningYearBalanceAmt |
| Contributions | $15,669,117 | ContributionsAmt |
| Investment Earnings Or Losses | $23,231,142 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,368,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $338,733,755 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $318,702,439 | BeginningYearBalanceAmt |
| Contributions | $38,525,318 | ContributionsAmt |
| Investment Earnings Or Losses | -$31,819,261 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,207,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $313,201,496 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $211,637,983 | BeginningYearBalanceAmt |
| Contributions | $51,398,237 | ContributionsAmt |
| Investment Earnings Or Losses | $68,453,219 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,787,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $318,702,439 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.87860 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.07200 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04940 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,277,976 | OtherCostOrOtherBasisAmt |
| Book Value | $48,277,976 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $576,234,541 | OtherCostOrOtherBasisAmt |
| Depreciation | $299,400,671 | DepreciationAmt |
| Book Value | $276,833,870 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,270,063 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,270,063 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $104,539,367 | OtherCostOrOtherBasisAmt |
| Depreciation | $82,864,279 | DepreciationAmt |
| Book Value | $21,675,088 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,305,004 | OtherCostOrOtherBasisAmt |
| Depreciation | $396,390 | DepreciationAmt |
| Book Value | $6,908,614 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $353,695,548 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MARKETABLE ALTERNATIVE ASSETS | $247,175,489 | F |
| NON-MARKETABLE ALTERNATIVE ASSETS | $9,577,868 | F |
| NON-MARKETABLE INFLATION HEDGING | $964,787 | F |
| OTHER SECURITIES | $8,613,702 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $266,331,846 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY DEPOSITS | $160,318 |
| REFUNDABLE U.S. GRANTS | $487,687 |
| 457B DEFERRED COMPENSATION PLAN | $3,444,233 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,092,238 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE CULINARY ARTS MUSEUM IS AN EDUCATIONAL RESOURCE FOR JOHNSON & WALES UNIVERSITY, WHICH SEEKS TO BOTH PRESERVE AND INTERPRET CULINARY AND HOSPITALITY HERITAGE. IT IS A SHOWCASE FOR THE WORK OF STUDENTS, FACULTY, ALUMNI AND DISTINGUISHED VISITING CHEFS. THROUGH EXHIBITIONS AND SPECIAL EVENTS, THE MUSEUM STRIVES TO INTERPRET THE EVOLUTION OF FOOD PREPARATION AND PRESENTATION, THE DEVELOPMENT OF CULINARY EQUIPMENT AND TECHNOLOGY, THE DIVERSE MENUS OFFERED AND THE PLACES WHERE PEOPLE PARTAKE OF FOOD. TO ENHANCE THE UNIVERSITY'S SENSE OF TRADITION AND TO RECOGNIZE THE IMPORTANCE OF PUBLIC ART, THE UNIVERSITY INSTALLED BRONZE WILDCAT SCULPTURES ON ALL OF ITS CAMPUSES, WHICH REPRESENT THE FOUR TENENTS THAT CHARACTERIZE WHAT IT MEANS TO BE A WILDCAT, BOTH ON THE ATHLETIC FIELDS AND IN THE CLASSROOM: PRIDE, COURAGE, CHARACTER AND COMMUNITY. |
| PART IV, LINE 2B: | THE UNIVERSITY HOLDS MONEY AS A CUSTODIAN FOR STUDENT CLUBS AND POTENTIAL FUTURE PROGRAMS TO BE REFUNDED IF PROGRAM IS NOT INITIATED. |
| PART V, LINE 4: | THE UNIVERSITY USES ITS ENDOWMENT FUND FOR THE GENERAL BENEFIT OF THE UNIVERSITY'S CURRENT AND FUTURE STUDENTS (INCLUDING SCHOLARSHIPS) AND FOR THE FUTHERANCE OF THE EDUCATIONAL MISSION OF THE UNIVERSITY. |
| PART X, LINE 2: | JOHNSON & WALES UNIVERSITY IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN EDUCATIONAL INSTITUTION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME. ANY TAX ON THE SUBSIDIARIES OR UNRELATED BUSINESS ACTIVITES IS NOT SIGNIFICANT TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE UNIVERSITY HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AND ITS DECISION TO INCLUDE OR EXCLUDE ITEMS OF INCOME UNRELATED TO ITS OPERATIONS AS TAX POSITIONS; HOWEVER, THE UNIVERSITY HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. MANAGEMENT BELIEVES THE UNIVERSITY HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2025 OR 2024. WITH FEW EXCEPTIONS, THE UNIVERSITY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THREE YEARS FROM THE FILING DATE OF ITS RETURNS, INTEREST AND PENALTIES, IF ANY, ARE INCLUDED IN INCOME TAX EXPENSE. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | 0 | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | JOHNSON & WALES UNIVERSITY RECRUITS THROUGHOUT THE U.S. AND DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS FROM A LARGE GEOGRAPHICAL AREA. PER REV. PROC. 75-50, 1975-2 C.B. 587, SECTION 4.03 PARAGRAPH 2(B), SUCH A SCHOOL MAY SATISFY THE PUBLICITY REQUIREMENT BY COMPLYING WITH SECTION 4.02, WHICH REQUIRES THAT A SCHOOL'S NONDISCRIMINATORY POLICY AS TO STUDENTS BE INCLUDED IN ALL ITS BROCHURES AND CATALOGUES DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS. THE UNIVERSITY COMPLIES WITH THIS REQUIREMENT. MOREOVER, THE UNIVERSITY CURRENTLY ENROLLS STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS. |
| SCHEDULE E, PART I, LINE 6 | JOHNSON & WALES UNIVERSITY PARTICIPATES IN THE TITLE IV FINANCIAL AID PROGRAMS AND RECEIVES GRANTS FROM THE U.S. DEPARTMENT OF EDUCATION AND THE STATES OF RHODE ISLAND, NORTH CAROLINA AND VERMONT. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 4 | PROGRAM SERVICES | STUDENT RECRUITING | $84,250 |
| SOUTH ASIA | 0 | 1 | PROGRAM SERVICES | STUDENT RECRUITING | $61,446 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 1 | PROGRAM SERVICES | STUDENT RECRUITING | $3,000 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $193,867 | |
| EUROPE | 0 | 0 | GRANTMAKING | $1,482,529 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $25,987 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $2,368,028 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $163,134 |
| NORTH AMERICA | 0 | 1 | PROGRAM SERVICES | STUDENT RECRUITING | $18,500 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTMAKING | $164,839 | |
| SOUTH AMERICA | 0 | 0 | GRANTMAKING | $68,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 6 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 1 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Subtotal Spent | $4,382,241 | SubtotalSpentAmt |
| Continuation Spent | $252,289 | ContinuationSpentAmt |
| Total Spent | $4,634,530 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| SCHOLARSHIP STUDY ABROAD | EUROPE | 212 | $1,482,529 | CREDIT STUDENT ACCOUNT | BOOK |
| SCHOLARSHIP STUDY ABROAD | SOUTH AMERICA | 7 | $68,950 | CREDIT STUDENT ACCOUNT | BOOK |
| SCHOLARSHIP STUDY ABROAD | EAST ASIA AND THE PACIFIC | 17 | $164,839 | CREDIT STUDENT ACCOUNT | BOOK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY APPLIES SCHOLARSHIPS DIRECTLY TO STUDENTS' ACCOUNT RECEIVABLE BALANCE. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| EDUCATION ADVISORY BOARD | ||||||||
| 1920 E PARHAM ROAD | RICHMOND | VA | 23228 | ANNUAL GIVING PROGRAM CONSULTING | 0 | $0 | $118,630 | $0 |
| MCALLISTER & QUINN LLC | ||||||||
| 1030 15TH STREET | WASHINGTON | DC | 20005 | FEDERAL GRANT CONSULTANT | 0 | $0 | $120,000 | $0 |
| COMMUNITY COUNSELLING SERVICES LLC | ||||||||
| 155 FEDERAL STREET | BOSTON | MA | 02110 | ALUMNI RELATIONS CONSULTING | 0 | $0 | $398,000 | $0 |
| RALLY CONSULTING INC | ||||||||
| PO BOX 40816 | PROVIDENCE | RI | 02940 | REDESIGN WEB EVENT REGISTRATION | 0 | $0 | $701 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $637,331 | TotalRetainedByContractorsAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CLT EPICUREAN | Event1Nm |
| Gross Receipts Event1 | $70,314 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $61,389 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $8,925 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $2,085 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $87,199 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $27,332 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,899 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $25,415 | OtherDirectExpensesEvent1Amt |
| Event2 | PVD EPICUREAN | Event2Nm |
| Gross Receipts Event2 | $27,623 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $23,336 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $4,287 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $1,449 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $6,907 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $4,164 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $13,625 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $7,135 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $6,490 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $6,080 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $268 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $751 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $111,562 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $91,860 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $19,702 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $2,085 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $94,728 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $34,507 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,899 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $30,330 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $163,549 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$143,847 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| MCCAULEY VILLAGE | ||||||||||
| 622 ELMWOOD AVENUE | PROVIDENCE | RI | 02907 | 050440470 | 501C3 | $0 | $6,459 | COST | FOOD INVENTORY | SUPPORT ORGANIZATION - FOOD FOR THE HUNGRY |
| THE CHARLOTTE BLUES SOCIETY | ||||||||||
| 1030 WOODWARD AVENUE | CHARLOTTE | NC | 28206 | 561821138 | 501C3 | $0 | $17,229 | FMV | EQUIPMENT AND FURNITURE | SUPPORT ORGANIZATION PROMOTION AND PRESERVATION OF MUSIC |
| WE CARE 4 | ||||||||||
| 4405 CENTRAL AVE STE C | CHARLOTTE | NC | 28205 | 993559785 | 501C3 | $0 | $8,494 | COST | FOOD INVENTORY | SUPPORT ORGANIZATION - FOOD FOR THE HUNGRY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 5892 | RecipientCnt |
| Cash Grant | $118,638,837 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | BOOK | ValuationMethodUsedDesc |
| Non Cash Assistance | SCHOLARSHIPS | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PART II - THE OFFICE OF THE CHANCELLOR MONITORS ALL FUNDS ALLOCATED TO EXTERNAL ORGANIZATIONS. PART III- THE UNIVERSITY PROVIDES ASSISTANCE IN THE FORM OF SCHOLARSHIPS THAT ARE ALL APPLIED TO STUDENTS' ACCOUNTS RECEIVABLE BALANCES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MINNIE L RUNEY | ||||||||||||||
| CHANCELLOR, PRESIDENT & CEO | $855,626 | $0 | $0 | $0 | $9,738 | $0 | $33,673 | $0 | $27,898 | $0 | $926,935 | $0 | $0 | $0 |
| JOSEPH J GREENE JR | ||||||||||||||
| VICE CHANCELLOR | $421,005 | $0 | $0 | $0 | $3,564 | $0 | $33,600 | $0 | $34,675 | $0 | $492,844 | $0 | $0 | $0 |
| RICHARD A WISCOTT | ||||||||||||||
| PROVOST | $363,613 | $0 | $0 | $0 | $2,322 | $0 | $30,990 | $0 | $34,880 | $0 | $431,805 | $0 | $0 | $0 |
| LUBA SHUR | ||||||||||||||
| GENERAL COUNSEL, VP | $337,085 | $0 | $0 | $0 | $1,242 | $0 | $32,713 | $0 | $36,029 | $0 | $407,069 | $0 | $0 | $0 |
| MARIE F BERNARDO-SOUSA | ||||||||||||||
| PRESIDENT PROVIDENCE CAMPUS | $310,671 | $0 | $0 | $0 | $2,322 | $0 | $28,594 | $0 | $30,276 | $0 | $371,863 | $0 | $0 | $0 |
| DIANE H D'AMBRA | ||||||||||||||
| VP OF HUMAN SERVICES | $278,307 | $0 | $0 | $0 | $3,564 | $0 | $27,493 | $0 | $37,692 | $0 | $347,056 | $0 | $0 | $0 |
| RICHARD G MATHIEU | ||||||||||||||
| PRESIDENT CHARLOTTE CAMPUS | $283,284 | $0 | $0 | $0 | $3,564 | $0 | $26,950 | $0 | $28,804 | $0 | $342,602 | $0 | $0 | $0 |
| MARY J MEIXELL | ||||||||||||||
| DEAN OF COLLEGE OF BUSINESS | $244,774 | $0 | $0 | $0 | $6,838 | $0 | $25,136 | $0 | $34,762 | $0 | $311,510 | $0 | $0 | $0 |
| MEREDITH TWOMBLY | ||||||||||||||
| VP UNDERGRAD ENROLLMENT MANAGEMENT | $276,192 | $0 | $0 | $0 | $1,133 | $0 | $24,070 | $0 | $689 | $0 | $302,084 | $0 | $0 | $0 |
| MAURA C IVERSEN | ||||||||||||||
| DEAN OF COLLEGE OF HEALTH & WELLNESS | $264,728 | $0 | $0 | $0 | $3,290 | $0 | $8,191 | $0 | $12,462 | $0 | $288,671 | $0 | $0 | $0 |
| MELANIE V TUCKER | ||||||||||||||
| VP STUDENT AFFAIRS | $231,130 | $0 | $0 | $0 | $1,159 | $0 | $21,642 | $0 | $23,924 | $0 | $277,855 | $0 | $0 | $0 |
| JENNIFER A GALIPEAU | ||||||||||||||
| INTERIM DEAN & ASSOCIATE PROFESSOR | $204,990 | $0 | $0 | $0 | $18,044 | $0 | $22,057 | $0 | $31,281 | $0 | $276,372 | $0 | $0 | $0 |
| AKHIL GUPTA | ||||||||||||||
| VP OF ENROLLMENT MANAGEMENT | $212,166 | $0 | $0 | $0 | $5,715 | $0 | $25,333 | $0 | $27,870 | $0 | $271,084 | $0 | $0 | $0 |
| DAVID A SOUZA | ||||||||||||||
| VP INFORMATION TECHNOLOGY | $207,231 | $0 | $0 | $0 | $1,047 | $0 | $21,337 | $0 | $34,626 | $0 | $264,241 | $0 | $0 | $0 |
| DANIELLE H RAPOSA | ||||||||||||||
| TREASURER & CFO | $199,642 | $0 | $0 | $0 | $398 | $0 | $20,894 | $0 | $36,653 | $0 | $257,587 | $0 | $0 | $0 |
| JASON W WITHAM | ||||||||||||||
| VP REAL ESTATE & FACILITY PLANNING | $202,148 | $0 | $0 | $0 | $1,017 | $0 | $20,894 | $0 | $33,101 | $0 | $257,160 | $0 | $0 | $0 |
| JASON R EVANS | ||||||||||||||
| DEAN OF CFIT | $213,452 | $0 | $0 | $0 | $462 | $0 | $21,767 | $0 | $12,913 | $0 | $248,594 | $0 | $0 | $0 |
| MATTHEW C MONTGOMERY | ||||||||||||||
| VP MARKETING & COMMUNICATION | $172,912 | $0 | $0 | $0 | $4,608 | $0 | $5,200 | $0 | $8,716 | $0 | $191,436 | $0 | $0 | $0 |
| EMILY GILCREAST | ||||||||||||||
| UNIVERSITY SECRETARY | $146,653 | $0 | $0 | $0 | $291 | $0 | $14,567 | $0 | $12,947 | $0 | $174,458 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY HAS A DEFERRED COMPENSATION PLAN THAT IS A NONELIGIBLE DEFERRED COMPENSATION PLAN UNDER SECTION 457(F) OF THE CODE COVERING CHANCELLOR MINNIE RUNEY. THE PLAN COMMENCED ON JANUARY 1, 2021, AND REQUIRES ANNUAL CONTRIBUTIONS AS DEFINED BY THE PLAN. EACH ANNUAL CONTRIBUTION VESTS ON THE THIRD ANNIVERSARY OF THE DATE THE AMOUNT IS CREDITED TO THE DEFERRED COMPENSATION ACCOUNT. THE UNIVERSITY'S CONTRIBUTION TO THE PLAN AS OF JUNE 30, 2025, AMOUNTED TO $130,884. $81,192 WAS VESTED AS OF DECEMBER 31, 2024, AND THE PAYMENT WAS MADE IN 2025 AND IS REPORTED ON 2025 FORM W-2. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| NORTH CAROLINA CAPITAL FACILITIES FINANCE AGENCY | |||||||
| A | 561592154 | 2023-01-03 | $24,900,000 | REFUNDED NORTH CAROLINA CAPITAL FACILITIES FINANCE AGENCY (CONTINUED) | 0 | 0 | 0 |
| RHODE ISLAND HEALTH AND EDUCATIONAL BUILDING CORP | |||||||
| B | 521300173 | 2015-09-22 | $30,000,000 | CONSTRUCT ACADEMIC BUILDING ON PROVIDENCE CAMPUS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $4,650,000 | $24,900,000 | $24,900,000 | 2004 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $17,406,219 | $30,031,844 | $546 | 2016 | 0 | 0 | Yes (1) | Yes (1) | $348,800 | $29,682,497 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00730 | 0.00000 | 0.00730 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: NORTH CAROLINA CAPITAL FACILITIES FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/31/2025 ISSUER NAME: RHODE ISLAND HEALTH AND EDUCATIONAL BUILDING CORP DATE THE REBATE COMPUTATION WAS PERFORMED: 09/21/2025 |
| SCHEDULE K, PART I, BOND ISSUES: | (F) DESCRIPTION OF PURPOSE: REFUNDED NORTH CAROLINA CAPITAL FACILITIES FINANCE AGENCY 2022 TAXABLE BONDS WHICH REFUNDED NCCFFA 2003 BONDS SCHEDULE K, PART III, LINE 4, 5, AND 6 HAVE BEEN CALCULATED FOR CHARLOTTE 2003 AND RHODE ISLAND 2015 ISSUES AS THESE ARE THE POST 2002 ORIGINAL ISSUES. SCHEDULE K, PART III, LINE 7, COLUMNS A AND B: AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND OR UNRELATED TRADE OR BUSINESS USE REPORTED IN PART III, LINE 6 IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE O | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE SCHEDULE O | RelationshipDescriptionTxt |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,942 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 23 | ContributionCnt |
| Noncash Contributions Rpt F990 | $265,131 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALE COMPARABLE ITEMS | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | CULINARY | 6 | $296,838 | SALE COMPARABLE ITEM |
| Yes (X) | CLASSROOM SUPPLIES | 1 | $21,522 | SALE COMPARABLE ITEM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | LINES 9, 19, 25 AND 26 REPRESENTS THE NUMBER OF SEPERATE GIFTS ON A SPECIFIC DATES. ONE DONOR MAY HAVE MADE MULTIPLE GIFTS DURING THE YEAR AND EACH GIFT MAY CONTAIN MULTIPLE ITEMS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | SHIVAN S. SUBRAMANIAM, TRUSTEE, AND MARIA DUCHARME, TRUSTEE, HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING, A COMPLETE COPY OF THE 990 IS PROVIDED TO THE BOARD OF TRUSTEES. IN ADDITION, MEMBERS OF THE AUDIT & RISK MANAGEMENT COMMITTEE MEET WITH ACCOUNTING MANAGEMENT TO ADDRESS ANY QUESTIONS. ALL QUESTIONS MUST BE ADDRESSED TO THE SATISFACTION OF THE COMMITTEE MEMBERS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH TRUSTEE, OFFICER AND SENIOR EXECUTIVE SHALL DISCLOSE TO THE BOARD AT LEAST ONCE EACH YEAR ALL THE MATERIAL FACTS CONCERNING HIS OR HER RELATIONSHIP WITH, OR INTEREST IN, ANY PERSON, FIRM, CORPORATION OR OTHER ENTITY WITH WHOM THE UNIVERSITY HAS, OR PROPOSES TO ENTER INTO, ANY CONTRACT OR OTHER TRANACTION WHICH MAY, DIRECTLY, OR INDIRECTLY, RESULT IN FINANCIAL GAIN OR OTHER ADVANTAGE TO SUCH TRUSTEE, OFFICER OR SENIOR EXECUTIVE BY REASON OF SUCH RELATIONSHIP OR INTEREST. ADDITIONALLY, WHERE APPLICABLE, ALL TRUSTEES, OFFICERS AND SENIOR EXECUTIVES ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST NOT LATER THAN WHEN THE POTENTIAL CONFLICT BECOMES A MATTER OF BOARD ACTION. THE CORPORATE SECRETARY SHALL COLLECT THE INFORMATION INCLUDED IN THE AFOREMENTIONED DISCLOSURE STATEMENTS AND REPORT ON THE SAME TO THE AUDIT AND RISK MANAGEMENT COMMITTEE. THE INFORMATION IS REVIEWED BY ACCOUNTING PERSONNEL FOR BUSINESS AND PERSONAL RELATIONSHIPS THAT MAY RESULT IN A CONFLICT OF INTEREST SITUATION. AS PART OF THE ANNUAL INDEPENDENT AUDIT, ALL TRANSACTIONS WITH SUCH BUSINESSES AND / OR INDIVIDUALS MUST BE SUMMARIZED FOR PURPOSES OF THE REQUIRED FINANCIAL STATEMENT DISCLOSURE OF RELATED PARTY TRANSACTIONS. THIS PROVIDES AN ADDED OPPORTUNITY FOR MANAGEMENT TO REVIEW SUCH TRANSACTIONS AND RELATIONSHIPS FOR PROPRIETY. TRUSTEES, OFFICERS AND SENIOR EXECUTIVES MAY VOTE ON AND / OR PARTICIPATE IN APPROVING TRANSACTIONS WITH SUCH BUSINESSES AND / OR INDIVIDUALS IN CERTAIN PRESCRIBED CIRCUMSTANCES IN WHICH THE RELATIONSHIP IS CLEARLY DISCLOSED AND THE TRANSACTION IS APPROVED BY A MAJORITY OF THE DISINTERESTED TRUSTEES, OFFICERS AND / OR SENIOR EXECUTIVES THAT ARE CHARGED WITH MAKING THE DECISION REGARDING THE TRANSACTION IN QUESTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING THE COMPENSATION OF THE UNIVERSITY'S TOP MANAGEMENT OFFICIAL (THE UNIVERSITY CHANCELLOR) INCLUDED ALL OF THE ELEMENTS OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS. THE INDEPENDENT COMPENSATION COMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES INDEPENDENTLY ENGAGED A FIRM OF COMPENSATION SPECIALISTS TO PERFORM A STUDY TO EVALUATE THE COMPENSATION LEVELS OF PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED INSTITUTIONS. THIS INFORMATION WAS USED BY THE COMMITTEE TO EVALUATE THE COMPENSATION OF THE CHANCELLOR. THE RESULTING COMPENSATION AMOUNT WAS APPROVED BY THE COMMITTEE AND DOCUMENTED IN THE COMPENSATION COMMITTEE'S MEETING MINUTES. SIMILAR COMPENSATION STUDIES HAVE BEEN PERFORMED FOR OTHER "DISQUALIFIED PERSONSAND THE COMPENSATION COMMITTEE OF THE BOARD APPROVED THE COMPENSATION OF THOSE "DISQUALIFIED PERSONS". ADDITIONALLY, DURING THE INTERVENING YEARS BETWEEN THE FORMAL STUDIES, THE COMPENSATION FOR ALL OF THESE DISQUALIFIED PERSONS ARE REVIEWED AND APPROVED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE GOVERNING BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNIVERSITY'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC VIA THE UNIVERSITY'S AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITES. THE UNIVERSITY'S FORM 990 WITHOUT SCHEDULE B IS AVAILABLE TO THE GENERAL PUBLIC VIA GUIDESTAR'S AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITES. THE UNIVERSITY'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC. |
| SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | (A) NAME OF PERSON: JAMES C. GREENE (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF OFFICER. JAMES GREENE WAS AN EMPLOYEE OF THE UNIVERSITY PRIOR TO OFFICER'S EMPLOYMENT. (C) AMOUNT OF TRANSACTION: $73,574 (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) AMOUNT OF TRANSACTION: $7,631 (F) DESCRIPTION OF TRANSACTION: BENEFITS (G) SHARING OF ORGANIZATION REVENUES? = NO (A) NAME OF PERSON: IRMA JULIE GREENE (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF OFFICER. JULIE GREENE WAS AN EMPLOYEE OF THE UNIVERSITY PRIOR TO OFFICER'S EMPLOYMENT. (C) AMOUNT OF TRANSACTION: $87,266 (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) AMOUNT OF TRANSACTION: $41,254 (F) DESCRIPTION OF TRANSACTION: BENEFITS (G) AMOUNT OF TRANSACTION: $42,000 (H) DESCRIPTION OF TRANSACTION: TUITION EXCHANGE AND WAIVER (I) SHARING OF ORGANIZATION REVENUES? = NO (A) NAME OF PERSON: JACKSON T. SOUZA (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF KEY EMPLOYEE. (C) AMOUNT OF TRANSACTION: $20,488 (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) AMOUNT OF TRANSACTION: $57 (F) DESCRIPTION OF TRANSACTION: BENEFITS (G) SHARING OF ORGANIZATION REVENUES? = NO |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILDCAT REALTY HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 ABBOTT PARK PLACE | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454834756 | EIN |
| Primary Activities | REAL ESTATE HOLDINGS | PrimaryActivitiesTxt |
| Legal Domicile State | RI | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $1,247,223 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON & WALES UNIVERSITY | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| CHARITABLE REMAINDER ANNUITY TRUST(1) | ||||
| CHARITABLE TRUST | RI | JOHNSON & WALES UNIVERSITY | T | Yes (1) |
| CHARITABLE REMAINDER UNITRUST(1) | ||||
| CHARITABLE TRUST | RI | JOHNSON & WALES UNIVERSITY | T | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |