2026-05-15T19:49:01+00:00 2025-06-30 440160260 Forvis Mazars LLP 111 E Wayne Street Suite 600 Fort Wayne IN 46802 990 2024-07-01 160743126 ROBERTS WESLEYAN UNIVERSITY ROBE 5855946000 2301 WESTSIDE DRIVE ROCHESTER NY 14624 RUPERT A HAYLES JR PRESIDENT 5855946000 2026-05-16 true false Lauren Denton P01571860 2604604000 2026-05-16 2024 2025-03-06 01:10:19Z TERRY TABER 2301 WESTSIDE DRIVE ROCHESTER NY 14624 87097663 false X WWW.ROBERTS.EDU X 1866 NY A COMMUNITY OF LEARNERS COMMITTED TO HISTORIC CHRISTIANITY, RWU SEEKS TO PREPARE THOUGHTFUL, SPIRITUALLY MATURE, SERVICE-ORIENTED PEOPLE WHO WILL TRANSFORM SOCIETY. 20 20 1093 40 8288 5415 2640427 7382420 49562932 51213487 949275 2759224 1384421 1267932 54537055 62623063 20584193 21710818 0 0 23166846 24077481 36755 272262 17817410 19740932 61568449 65565986 -7031394 -2942923 122422313 121866490 27768592 29816921 94653721 92049569 AS NEW YORK'S LEADING UNIVERSITY FOR CHARACTER EDUCATION, RWU IS A COMMUNITY OF LEARNERS COMMITTED TO HISTORIC CHRISTIANITY WHICH SEEKS TO PREPARE THOUGHTFUL, SPIRITUALLY MATURE, SERVICE-ORIENTED PEOPLE WHO WILL TRANSFORM SOCIETY. false false 59294444 21710818 52487901 ROBERTS IS AN INNOVATIVE AND DISTINCTIVE CHRISTIAN UNIVERSITY OFFERING EXCELLENCE IN 50 PLUS LIBERAL ARTS AND PROFESSIONAL PROGRAMS. THE UNIVERSITY PREPARES STUDENTS FOR SERVICE TO HUMANITY IN BUSINESS, THE ARTS AND A VARIETY OF HUMAN SERVICE FIELDS. DURING THE 24-25 FISCAL YEAR, OVER 1,700 STUDENTS WERE ENROLLED. 59294444 true true false false false false false false false true true true false false true false true false true false true false false true true false false false true true true false false false false false false false false false false true false false false false true false false false false true X 3539 0 1093 true true true true LU CJ false false false true true false false false false false false X 20 20 false false false false false false false true true false false false false true true true true true true true false false NY X STEVEN MORSE 5855946000 2301 WESTSIDE DRIVE ROCHESTER NY 14624 Deborah K Schmidt Trustee - Vice Chair 2.0 X X 0 0 0 Janet L Balajthy Trustee - Secretary 2.0 X X 0 0 0 Kevin W Mannoia Trustee - Vice Chair 2.0 X X 0 0 0 Terry R Taber Trustee - Chair 2.0 X X 0 0 0 Barbara Rose Trustee (LEFT 10/25/24) 2.0 X 0 0 0 Chad Goodchild Trustee (LEFT 10/25/24) 2.0 X 0 0 0 Deborah White Trustee (LEFT 10/25/24) 2.0 X 0 0 0 Dwight Kip M Palmer Trustee 2.0 X 0 0 0 Emerson U Fullwood Trustee 2.0 X 0 0 0 Eric W Logan Trustee 2.0 X 0 0 0 Guy R Adams Trustee 2.0 X 0 0 0 Herbert J Alexander Trustee 2.0 X 0 0 0 Holly M Hillberg Trustee 2.0 X 0 0 0 John M Jennings Trustee 2.0 X 0 0 0 Julie P Grimm Trustee 2.0 X 0 0 0 Justin J Niebel Trustee 2.0 X 0 0 0 Melanie J French Trustee 2.0 X 0 0 0 Pam JH Braman Trustee 2.0 X 0 0 0 Paul A Lysander Trustee 2.0 X 0 0 0 Ramona Graham Trustee 2.0 X 0 0 0 Rhonda K Devan Trustee 2.0 X 0 0 0 Rupert Hayles Trustee 2.0 X 0 0 0 Tim R Harner Trustee 2.0 X 0 0 0 Wayne McCown Trustee (LEFT 10/25/24) 2.0 X 0 0 0 Wesley Jr R Skinner Trustee 2.0 X 0 0 0 David W Basinger Chief Academic Officer (retired 07/01/24) 40.0 X 90177 0 5632 John P Anderson VP for Enrollment Management (interim) (START 10/1/24) 40.0 X 83327 0 27159 Ken Motsenbocker Chief Financial Officer (Interim) (LEFT 10/1/24) 35.0 X 60866 0 0 Kimberley A Wiedefeld VP for Enrollment Management (LEFT 10/1/24) 40.0 X 69118 0 18691 Marlene G Collins-Blair Chief Academic Officer (Interim) (START 7/1/24) 40.0 X 119380 0 318 Rebecca G McColl VP for Institutional Advancement (Interim) (START 7/1/24) 40.0 X 85691 0 4428 Rupert A Hayles Jr President 40.0 X 236388 0 51490 Simao Da Silva VP of Operations & Bus Dev 40.0 X 118837 0 11175 Stephen L Bovee Chief Strategy Officer 40.0 X 111673 0 32359 Steven Morse Chief Financial Officer (START 10/1/24) 40.0 X 53701 0 14918 Cheryl L Repass Professor 40.0 X 123686 0 28441 Jason R Taylor Professor 40.0 X 119017 0 1256 Jennifer A Aube Professor 40.0 X 130614 0 28317 Kathleen B Stoklosa Professor 40.0 X 128658 0 1651 Katie L Heath Professor 40.0 X 113644 0 1694 1644777 0 227529 15 true true false HARTER SECREST & EMERY LLP 1600 BAUSCH LOMB PLACE ROCHESTER NY 146042711 LEGAL 321299 ENCOURA LLC 75 REMITTANCE DR DEPT 1020 DEPT 1020 CHICAGO IL 606751020 ENROLLMENT MANAGEMENT 248936 PARAMOUNT PAINTERS OF ROCHESTER 18 TOWNLINE ROAD BERGEN NY 14416 PAINTING SERVICES 112756 MCALLISTER AND QUINN LLC 1625 EYE STREET NW SUITE 750 SUITE 750 WASHINGTON DC 20006 GRANT CONSULTING 111100 FORVIS MAZARS LLP PO BOX 200870 DALLAS TX 753200870 AUDIT/TAX 105842 5 26954 50152 7305314 3677913 7382420 TUITION AND FEES 611310 44577505 44577505 SALES & SERVICES OF AUXILIARY ENTERPRISE 611310 5579195 5579195 OTHER PROGRAM REVENUE 611310 1056787 1056787 0 0 0 0 51213487 1562566 8288 1554278 0 0 25619547 42152 24465041 1154506 42152 1196658 1196658 3077 26954 9559 -6482 -6482 REIMBURSEMENTS 611710 673091 673091 OTHER REVENUE 611710 601323 601323 0 0 0 0 1274414 62623063 52487901 8288 2744454 21710818 21710818 21826555 19565282 2098184 163089 30054 26940 2889 225 2220872 1990786 213492 16594 326295 326295 86992 86992 36755 36755 131034 131034 2972820 2664830 307990 0 905204 905204 752951 674944 72381 5626 396660 396660 2778006 2490200 267049 20757 772429 692404 74253 5772 64904 58618 6286 1002868 905737 97131 3137611 2812549 301618 23444 711822 711822 EQUIPMENT AND EVENTS 3203462 3203462 ALL OTHER EXPENSES 2271770 2271770 ALLOWANCE FOR BAD DEBTS 167060 167060 ACADEMIC SUPPLIES, BOOKS, ETC 59044 59044 0 0 0 0 65565986 59294444 5999280 272262 9344 9444 6178233 5930881 2763235 3798072 3777218 3941980 0 0 0 0 408153 242325 28927 28927 467495 481571 151051413 82259301 69679693 68792112 29613140 28740711 8731810 9114030 0 0 765065 786437 122422313 121866490 2611915 3153316 0 0 1933433 1572411 13670587 12678883 0 0 0 0 7011758 9845042 0 0 2540899 2567269 27768592 29816921 X 61876103 57966987 32777618 34082582 94653721 92049569 122422313 121866490 X -2942923 130036 208735 X false true true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40482167 222938 2912320 4584412 8249 39024764 33941628 6105637 3524932 3081898 8132 40482167 32847246 506640 2343351 1746776 8833 33941628 35202803 1808525 -2867349 744559 552174 32847246 28915629 959612 7059503 1236062 495879 35202803 0.2429 0.7571 0.0 true false 2062189 2062189 113937592 52857310 61080282 110302 86928 23374 27432763 23675115 3757648 7508567 5639948 1868619 68792112 8351406 F Closely-held equity interests Financial derivatives 8351406 F CASH SURRENDER VALUE LIFE INS. 762624 F 9114030 Federal Income Taxes PRESENT VALUE OF ANNUITIES PAY 1352929 ASSET RETIREMENT OBLIGATION 507838 REFUNDABLE GRANT 706502 2567269 41051840 130036 9559 139595 40912245 21710818 21710818 62623063 43864727 9559 9559 43855168 21710818 21710818 65565986 Schedule D, Part X, Line 2 ASC 740 FOOTNOTE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part V, Line 4 Intended uses of endowment funds Endowment funds are held to finance projects and scholarships in order to meet the goals of this Christian institution in higher education. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 FUNDRAISING EXPENSE - 9559 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements STUDENT FINANCIAL AID - 21710818 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 FUNDRAISING EXPENSE - 9559 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements STUDENT FINANCIAL AID - 21710818 true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY ROBERTS WESLEYAN UNIVERSITY COMPLIES WITH ALL APPLICABLE NON-DISCRIMINATORY LAWS AND IS COMMITTED TO OUR ENHANCEMENT OF HUMAN DIGNITY AND WORKPLACE DIVERSITY. THIS IS ADVERTISED IN EMPLOYMENT RELATED ADS AND ON OUR WEBSITE AT WWW.ROBERTS.EDU. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT ROBERTS WESLEYAN RECEIVES GRANTS FROM BOTH FEDERAL AND NEW YORK STATE GOVERNMENTS. THIS INCLUDES AID ADMINISTERED THROUGH THE PERKINS LOAN AND PELL GRANT PROGRAMS, SEOG, AND COLLEGE WORK-STUDY (FEDERAL) AND BUNDY AID, TAP, AND NURSING GRANTS RECEIVED THROUGH NEW YORK STATE. THE UNIVERSITY PARTICIPATES IN THE FEDERAL DIRECT LOAN PROGRAM, WHICH PROVIDES LOANS TO ELIGIBLE STUDENTS SUBJECT TO FEDERAL LIMITATIONS AND CREDIT HISTORY OF THE INDIVIDUAL STUDENT. THESE AMOUNTS ARE USED IN DIRECT AND INDIRECT SUPPORT OF STUDENTS, TO HELP OFFSET, IN PART, THE COSTS OF TUITION, BOOKS AND OTHER COSTS OF ATTENDANCE. ADDITIONALLY, THE UNIVERSITY MAY RECEIVE CAPITAL GRANTS FROM BOTH FEDERAL AND STATE AGENCIES WHICH ARE USED TO HELP UPGRADE FACILITIES. true Central America and the Caribbean 0 0 PASSIVE INVESTMENTS 8565793 Europe (Including Iceland and Greenland) 0 0 PASSIVE INVESTMENTS 270940 0 0 0 0 0 0 8836733 0 8836733 true false false false false false X X X X X X X true WESTFALL GROUP INC PO BOX 81712 ATLANTA GA 30366 EVENT CONSULTING false 36755 -36755 0 36755 -36755 NY SC GOLF TOURNAMENT 30031 26954 3077 3270 3028 3261 0 0 30031 26954 3077 3270 3028 3261 9559 -6482 Schedule G, Part I, Line 2b(ii) Describe the custody or control arrangement. WESTFALL GROUP, INC.-ROBERTS WESLEYAN UNIVERSITY CONSULTED WITH WESTFALL GOLD TO HELP PLAN AND PRODUCE A FUNDRAISING EVENT.; true Scholarship Assistance 1531 21710818 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds OUR FINANCIAL AID OFFICE AWARDS SCHOLARSHIPS TO STUDENTS BASED ON SUBMITTED FAFSA DATA AND ACADEMIC PERFORMANCE. THE FINANCIAL AID OFFICE IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH ALL RELEVANT STATE AND FEDERAL REQUIREMENTS RELATIVE TO GRANT-BASED AID. THIS SCHOLARSHIP ASSISTANCE TO STUDENTS REDUCES THE NET AMOUNT PAYABLE TO THE UNIVERSITY. X X X true true X X false false false false false false false false false Rupert A Hayles Jr President 236388 0 0 0 0 0 26383 0 25107 0 287878 0 0 0 Jennifer A Aube Professor 130614 0 0 0 0 0 0 0 28317 0 158931 0 0 0 Cheryl L Repass Professor 123686 0 0 0 0 0 1274 0 27167 0 152127 0 0 0 Schedule J, Part I, Line 1a Travel for companions THE PRESIDENT OF ROBERTS IS CONSIDERED A KEY REPRESENTATIVE OF THE UNIVERSITY AND THEREFORE TRAVEL COSTS RELATED TO CERTAIN OFFICIAL UNIVERSITY MEETINGS ARE NONTAXABLE TO THE PRESIDENT. Schedule J, Part I, Line 1a Housing allowance or residence for personal use THE UNIVERSITY PRESIDENT RESIDES IN UNIVERSITY PROVIDED HOUSING WHICH ALSO SERVES AS A PLACE FOR MEETINGS WITH UNIVERSITY GUESTS, STUDENTS, DONORS, AND ALUMNI AT VARIOUS TIMES THROUGHOUT THE YEAR. Schedule J, Part I, Line 1a Health or social club dues or initiation fees THE UNIVERSITY PAYS ANNUAL DUES FOR THE PRESIDENT AND ADVANCEMENT VP'S DINING CLUB MEMBERSHIPS TO PROVIDE A QUALITY, OFF-CAMPUS MEETING VENUE. THE PRESIDENT & ADVANCEMENT VP ARE THE ONLY INDIVIDUALS ABLE TO USE, SOLELY FOR UNIVERSITY RELATED PURPOSES. A MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION 510188852 2014-03-14 26000000 SCIENCE AND NURSING BUILDING false false false A 13030833 26000000 293818 520502 19471547 2017 false false false true A false false false false false false 0 0 0.0 false false 0 false false A false false false false true false 0 false false false 0 false false false A false Schedule K, Part I, Column (f) MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION SCIENCE AND NURSING BUILDING 2 3677913 Market value false true false Schedule M, Part I PART I, COLUMN B LISTS THE NUMBER OF CONTRIBUTORS. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS REVIEWED IN DETAIL WITH THE MEMBERS OF THE BOARD'S FINANCE AND INVESTMENT COMMITTEE. THE FULL BOARD IS PROVIDED A COPY OF FORM 990 WITHOUT SCHEDULE B FOR REVIEW. AN INDEPENDENT ACCOUNTING FIRM ALSO REVIEWS THE 990 BEFORE SUBMISSION TO THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy ALL TRUSTEES SHALL DISCLOSE TO THE BOARD ANY POSSIBLE CONFLICT OF INTEREST AT THE EARLIEST PRACTICABLE TIME. NO TRUSTEE SHALL VOTE ON ANY MATTER UNDER CONSIDERATION AT A BOARD OR COMMITTEE MEETING IN WHICH THE TRUSTEE HAS A CONFLICT OF INTEREST. THE MINUTES OF SUCH MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE AND THAT THE TRUSTEE HAVING A CONFLICT OF INTEREST ABSTAINED FROM VOTING. ANY TRUSTEE WHO IS UNCERTAIN WHETHER A CONFLICT OF INTEREST MAY EXIST IN ANY MATTER MAY REQUEST THE BOARD OR COMMITTEE TO RESOLVE THE QUESTIONS BY MAJORITY VOTE. A REPORT OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS UNDERTAKEN BY THE FINANCE OFFICE ANNUALLY. Form 990, Part VI, Line 15a Process to establish compensation of top management official A periodic compensation review for the President is conducted every two years by the Board's Compensation Committee in collaboration with the Associate Vice President of Human Resources. This review incorporates peer and industry data to ensure the President's compensation remains equitable and competitive. Salary benchmarks are informed by both national and local compensation databases, including sources such as CCCU, CUPA, ATS, and other relevant local market data. The compensation review was last conducted in 2023. Form 990, Part VI, Line 15b Process to establish compensation of other employees AN ANNUAL COMPENSATION REVIEW IS PERFORMED BY THE PRESIDENT AND THE ASSOCIATE VICE PRESIDENT OF HUMAN RESOURCES. THIS REVIEW INCLUDES COMPARABILITY DATA FROM THE NATIONAL PAY DATABASES. Form 990, Part VI, Line 19 Required documents available to the public ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS - 187584; CHANGE IN ACCOUNTING ESTIMATE - 21151; Total - 208735; HOUSING DEVELOPMENT FOUNDATION INC 2301 WESTSIDE DRIVE ROCHESTER NY 14624 161583317 HOUSING NY 501(c)(3) 10 NA false false false false false false false false false false true false false false false false false true true true