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Nonprofiteer
← ROBERTS WESLEYAN UNIVERSITY

Form 990 for tax year 2022

Filed by ROBERTS WESLEYAN UNIVERSITY.

Totals

Total revenue
$54,754,589
Total expenses
$59,822,165
Contributions and grants received
$4,546,554
Grants paid
$18,319,118
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$54,161,286
Management and general expenses
$5,433,616
Fundraising expenses
$227,263
Program service expenses (Part III)
$54,161,286

Program services were 90.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DEANA PORTERFIELD

    PRESIDENT (LEFT 06/23)

    Total calculated
    $279,862
    From this org
    $229,475
    From related orgs
    $0
    Other
    $50,387
    Hours/week
    50 + 4 related

    Schedule J breakdown matched by us

    Base
    $226,961
    Bonus
    $0
    Other
    $2,514
    Deferred
    $24,060
    Nontaxable benefits
    $26,327
    Filer's total
    $279,862

  • LAURIE LEO

    CHIEF FINANCIAL OFFICER

    Total calculated
    $154,653
    From this org
    $152,367
    From related orgs
    $0
    Other
    $2,286
    Hours/week
    40 + 6 related

    Schedule J breakdown matched by us

    Base
    $152,367
    Bonus
    $0
    Other
    $0
    Deferred
    $2,286
    Nontaxable benefits
    $0
    Filer's total
    $154,653

  • ALEXANDER JONES

    VP FOR ADVANCEMENT

    Total calculated
    $141,657
    From this org
    $119,551
    From related orgs
    $0
    Other
    $22,106
    Hours/week
    40 + 2 related

  • DAVID BASINGER

    CHIEF ACADEMIC OFFICER

    Total calculated
    $140,916
    From this org
    $130,753
    From related orgs
    $0
    Other
    $10,163
    Hours/week
    40

  • KIMBERLEY WIEDEFELD

    VP FOR ENROLLMENT MANAGEMENT

    Total calculated
    $133,129
    From this org
    $107,074
    From related orgs
    $0
    Other
    $26,055
    Hours/week
    45

  • JENNIFER AUBE

    PROFESSOR

    Total calculated
    $129,088
    From this org
    $100,207
    From related orgs
    $0
    Other
    $28,881
    Hours/week
    40

  • CHERYL REPASS

    PROFESSOR

    Total calculated
    $126,231
    From this org
    $100,978
    From related orgs
    $0
    Other
    $25,253
    Hours/week
    40

  • KRISTEN BROWN

    VP FOR STUDENT & ORG DEVELOP

    Total calculated
    $116,201
    From this org
    $107,520
    From related orgs
    $0
    Other
    $8,681
    Hours/week
    40 + 2 related

  • BENJAMIN ESPINOZASTART 722

    VP NORTHEASTERN SEMINARY

    Total calculated
    $114,580
    From this org
    $91,600
    From related orgs
    $0
    Other
    $22,980
    Hours/week
    2 + 40 related

  • MICHELE KRAYNIK

    PROFESSOR

    Total calculated
    $105,881
    From this org
    $103,125
    From related orgs
    $0
    Other
    $2,756
    Hours/week
    40

  • JASON TAYLOR

    PROFESSOR

    Total calculated
    $105,469
    From this org
    $104,213
    From related orgs
    $0
    Other
    $1,256
    Hours/week
    40

  • KATIE HEATH

    ASSOCIATE PROFESSOR

    Total calculated
    $103,008
    From this org
    $100,790
    From related orgs
    $0
    Other
    $2,218
    Hours/week
    40

  • BARBARA J ROSE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • CARYL L WENZKE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • CHAD W GOODCHILD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • DAVID B RINKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • DEBORAH J WHITE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • DEBORAH K SCHMIDT

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • DUNCAN O'DWYER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • EMERSON U FULLWOOD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • ERIC W LOGAN START 1022

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • LYN BARNETT LEFT 0123

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • GUY R ADAMS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • HERBERT J ALEXANDER

    TRUSTEE (START 10/22)

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • HOLLY M HILBERG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • JANET L BALAJTHY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • JOHN M JENNINGS

    TRUSTEE (START 10/22)

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • KEVIN W MANNOIA

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • MAURICIO F RIVEROS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • PAUL A LYSANDER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • RAMONA GRAHAM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • LINDA ADAMS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • PAMELA BRAMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • TERRY R TABER

    CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • TIMOTHY R HARNER

    SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • WAYNE G MCCOWN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • WESLEY R SKINNER JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • DWIGHT PALMER LEFT 1022

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Travel for companions
  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 1A
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. 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. THE UNIVERSITY PAYS ANNUAL DUES FOR THE PRESIDENTS DINING CLUB MEMBERSHIP TO PROVIDE A QUALITY, OFF-CAMPUS MEETING VENUE. THE PRESIDENT IS THE ONLY INDIVIDUAL ABLE TO USE, SOLELY FOR UNIVERSITY RELATED PURPOSES.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202440949349301114

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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