NORWICH UNIVERSITY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NORWICH UNIVERSITY (EIN 03-0179424)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2024-04-13
- IRS object ID
- 202401049349300030
- Schema version
- 2022v5.0
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-13T17:12:25-05:00 | ReturnTs |
| Tax Period End | 2023-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO INTERNATIONAL PLACE 22ND FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030179424 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORWICH UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORW | BusinessNameControlTxt |
| Phone | 8024852040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 158 HARMON DRIVE | AddressLine1Txt |
| City | NORTHFIELD | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05663 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES DUNKELMAN | PersonNm |
| Person Title | INTERIM VP ADMIN. & FINANCE | PersonTitleTxt |
| Phone | 8024852040 | PhoneNum |
| Signature | 2024-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | DUNKELMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA J KENNEY | PreparerPersonNm |
| PTIN | P00202198 | PTIN |
| Phone | 6177170831 | PhoneNum |
| Preparation | 2024-04-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KAREN GAINES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 158 HARMON DRIVE | AddressLine1Txt |
| City | NORTHFIELD | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $209,342,579 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NORWICH.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1819 | FormationYr |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Activity Or Mission | NORWICH'S MISSION IS TO GIVE OUR YOUTH AN EDUCATION THAT SHALL BE AMERICAN IN ITS CHARACTER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 1830 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $27,830,528 | PYContributionsGrantsAmt |
| CY Contributions Grants | $27,562,974 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $152,222,144 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $147,234,898 | CYProgramServiceRevenueAmt |
| PY Investment Income | $24,011,838 | PYInvestmentIncomeAmt |
| CY Investment Income | $17,639,890 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$129,932 | PYOtherRevenueAmt |
| CY Other Revenue | $222,536 | CYOtherRevenueAmt |
| PY Total Revenue | $203,934,578 | PYTotalRevenueAmt |
| CY Total Revenue | $192,660,298 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $73,959,682 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $71,388,830 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $62,134,489 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $62,666,606 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,880,961 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $57,629,872 | PYOtherExpensesAmt |
| CY Other Expenses | $62,469,590 | CYOtherExpensesAmt |
| PY Total Expenses | $193,724,043 | PYTotalExpensesAmt |
| CY Total Expenses | $196,525,026 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,210,535 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,864,728 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $512,867,844 | TotalAssetsBOYAmt |
| Total Assets EOY | $487,810,039 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $99,812,155 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $95,522,875 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $413,055,689 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $392,287,164 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | NORWICH UNIVERSITY'S MISSION IS TO GIVE OUR YOUTH AN EDUCATION THAT SHALL BE AMERICAN IN ITS CHARACTER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $126,956,296 | ExpenseAmt |
| Grant | $71,388,830 | GrantAmt |
| Revenue | $113,842,090 | RevenueAmt |
| Desc | INSTRUCTIONAL - STUDENT BODY OF OVER 3,000 GRADUATE AND UNDERGRADUATE STUDENTS. LIBRARY AND COMPUTER CENTER SERVICING STUDENT BODY, FACULTY AND STAFF. WEB-BASED INSTRUCTIONAL PLATFORM SUPPORTING OVER 1,000 GRADUATE AND UNDERGRADUATE STUDENTS. STUDENTS RECEIVE CAMPUS-BASED GRANTS, SCHOLARSHIPS AND AWARDS COUPLED WITH AID FROM FEDERALLY FUNDED PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $47,120,388 | ExpenseAmt |
| Revenue | $33,557,904 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES AND OTHER STUDENT SERVICES INCLUDE CAFETERIA, DORMITORIES, BOOKSTORE AND UNIFORM SHOP SERVICING THE UNDERGRADUATE POPULATION OF OVER 2,000 UNDERGRADUATE STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $174,076,684 | 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 | 0 | 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 | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5380 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1830 | 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 | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | 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 | ME | 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 | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES DUNKELMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8024852040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 158 HARMON DRIVE | AddressLine1Txt |
| City | NORTHFIELD | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 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 |
|---|---|---|---|---|---|---|---|---|---|
| MARK ANARUMO | |||||||||
| PRESIDENT | 40.00 | 0.00 | Yes (X) | Yes (X) | $384,036 | $0 | $78,257 | ||
| ALAN F DEFOREST | |||||||||
| CHAIRMAN | 2.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERTA HANEY | |||||||||
| VICE CHAIR | 2.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PHILIP SOUCY | |||||||||
| VICE CHAIRMAN | 2.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TREVOR ALBERTSON | |||||||||
| TRUSTEE | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK BOWMAN | |||||||||
| TRUSTEE | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN BROADMEADOW | |||||||||
| TRUSTEE | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN COLLINS | |||||||||
| TRUSTEE | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LAWRENCE COSTA | |||||||||
| TRUSTEE | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER DALRYMPLE | |||||||||
| TRUSTEE (UNTIL FYE 2023) | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ISABELLE DESJARDINS | |||||||||
| TRUSTEE | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILIP DOWN | |||||||||
| TRUSTEE | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA ELMER | |||||||||
| TRUSTEE | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN GATTI | |||||||||
| TRUSTEE (UNTIL FYE 2023) | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MAXINE GRAD | |||||||||
| TRUSTEE | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN KOZIOL | |||||||||
| TRUSTEE | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOAN LAFRANCE | |||||||||
| TRUSTEE | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LARRY LANG | |||||||||
| TRUSTEE | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM LASKY | |||||||||
| TRUSTEE | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BLAIR LAVOIE | |||||||||
| TRUSTEE | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANCISCO LEIJA | |||||||||
| TRUSTEE | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA LITTLE | |||||||||
| TRUSTEE | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JESUS MANGUAL | |||||||||
| TRUSTEE | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES MENG | |||||||||
| TRUSTEE (UNTIL FYE 2023) | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD NEAL | |||||||||
| TRUSTEE (UNTIL FYE 2023) | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL PALMER | |||||||||
| TRUSTEE | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID PIERCE | |||||||||
| TRUSTEE | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| E MILES PRENTICE | |||||||||
| TRUSTEE | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BENJAMIN PRICE | |||||||||
| TRUSTEE | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM PRIESMEYER | |||||||||
| TRUSTEE | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LANDERS SYMES | |||||||||
| TRUSTEE | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK THOMPSON | |||||||||
| TRUSTEE (UNTIL FYE 2023) | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA TRACEY | |||||||||
| TRUSTEE | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT YOUNG | |||||||||
| TRUSTEE | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMIE COMOLLI | |||||||||
| ASSISTANT SECRETARY | 40.00 | 0.00 | Yes (X) | $61,488 | $0 | $3,200 | |||
| STEPHEN FITZHUGH | |||||||||
| INTERIM PROVOST | 40.00 | 0.00 | Yes (X) | $73,768 | $0 | $11,822 | |||
| KAREN GAINES | |||||||||
| PROVOST | 40.00 | 0.00 | Yes (X) | $173,374 | $0 | $29,965 | |||
| MARTIN HANIFIN | |||||||||
| VP FOR ADMINISTRATION & FINANCE | 40.00 | 0.00 | Yes (X) | $189,804 | $0 | $28,698 | |||
| GEORGE SILOWASH | |||||||||
| CHIEF INFORMATION SECURITY OFFICER | 40.00 | 0.00 | Yes (X) | $156,193 | $0 | $9,038 | |||
| DAVID WHALEY | |||||||||
| SECRETARY/SENIOR VP ADMINISTRATION | 40.00 | 0.00 | Yes (X) | $156,879 | $0 | $38,930 | |||
| DANIELLE PELCZARSKI | |||||||||
| SENIOR VP AND CHIEF OF STAFF | 40.00 | 0.00 | Yes (X) | $114,970 | $0 | $8,829 | |||
| WILLIAM MCCULLOUGH | |||||||||
| COMMANDANT/VP STUDENT AFFAIRS | 40.00 | 0.00 | Yes (X) | $113,020 | $0 | $25,796 | |||
| JAMES DUNKELMAN | |||||||||
| INTERIM VP ADMIN & FINANCE | 40.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH KENNEDY | |||||||||
| VP DEVELOPMENT | 40.00 | 0.00 | $191,378 | $0 | $7,774 | Yes (X) | |||
| WILLIAM CLEMENTS | |||||||||
| PROFESSOR | 40.00 | 0.00 | $158,222 | $0 | $24,148 | Yes (X) | |||
| GREGORY MATTHEWS | |||||||||
| VP ENROLLMENT MANAGEMENT | 40.00 | 0.00 | $186,971 | $0 | $24,527 | Yes (X) | |||
| FRANK VANECEK | |||||||||
| PROFESSOR OF INFORMATION TECH. | 40.00 | 0.00 | $213,617 | $0 | $16,137 | Yes (X) | |||
| PHILIP SUSMANN | |||||||||
| VP STRATEGIC PTNRSHP/PRES NUARI | 4.00 | 36.00 | $0 | $273,433 | $44,701 | Yes (X) | |||
| HUW READ | |||||||||
| PROFESSOR OF INFORMATION SECURITY | 40.00 | 0.00 | $171,860 | $0 | $43,889 | Yes (X) | |||
| MARCUS ELLIS | |||||||||
| PROGRAM DIRECTOR | 40.00 | 0.00 | $165,360 | $0 | $29,223 | Yes (X) | |||
| HENRY COLLIER | |||||||||
| PROGRAM MANAGER | 40.00 | 0.00 | $157,192 | $0 | $42,001 | Yes (X) | |||
| MICHAEL BATTIG | |||||||||
| PROFESSOR | 40.00 | 0.00 | $152,729 | $0 | $45,215 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,820,861 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $273,433 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $512,150 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 71 | 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 |
|---|---|---|---|---|---|
| PEARSON EDUCATION INC | |||||
| 221 RIVER ST | HOBOKEN | NJ | 07030 | OUTSOURCED ADMISSIONS | $1,920,083 |
| VIRGINIA POLYTECHNICAL INSTITUTE AND STA | |||||
| 800 WASHINGTON ST SW | BLACKSBURG | VA | 24061 | GRANT SUBAWARD | $1,724,920 |
| NUARI-NU APPLIED RESEARCH INSTITUTES | |||||
| PO BOX 30 | NORTHFIELD | VT | 05663 | GRANT SUBAWARD | $1,457,727 |
| TEXAS A&M UNIVERSITY | |||||
| 400 HARVEY MITCHELL PKWY S SUITE 3 | COLLEGE STATION | TX | 77845 | GRANT SUBAWARD | $1,426,359 |
| WILEY EDU LLC | |||||
| 851 TRAFALGAR CT SUITE 420 W | MAITLAND | FL | 32751 | OUTSOURCED ADMISSIONS | $1,382,848 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 32 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $23,449 | MembershipDuesAmt |
| Fundraising | $485,018 | FundraisingAmt |
| Government Grants | $16,393,170 | GovernmentGrantsAmt |
| All Other Contributions | $10,661,337 | AllOtherContributionsAmt |
| Noncash Contributions | $510,872 | NoncashContributionsAmt |
| Total Contributions | $27,562,974 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $113,842,090 | $113,842,090 |
| ROOM AND BOARD | 611310 | $29,641,982 | $29,641,982 |
| AUXILIARY SERVICES | 611310 | $3,750,826 | $3,750,826 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $147,234,898 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,436,407 | TotalRevenueColumnAmt |
| Exclusion | $3,436,407 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $272 | TotalRevenueColumnAmt |
| Exclusion | $272 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $632,962 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $497,939 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $135,023 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $135,023 | TotalRevenueColumnAmt |
| Exclusion | $135,023 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,979,338 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,775,855 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,203,483 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,203,483 | TotalRevenueColumnAmt |
| Exclusion | $14,203,483 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $330,632 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $485,018 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $408,487 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$77,855 | TotalRevenueColumnAmt |
| Exclusion | -$77,855 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STUDENT LOAN INTEREST | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $165,096 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $165,096 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $165,096 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $192,660,298 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $147,399,994 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,697,330 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,970 | TotalAmt |
| Program Services | $233,970 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,997,283 | TotalAmt |
| Program Services | $70,997,283 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,577 | TotalAmt |
| Program Services | $157,577 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,853,261 | TotalAmt |
| Program Services | $680,722 | ProgramServicesAmt |
| Management And General | $774,603 | ManagementAndGeneralAmt |
| Fundraising | $397,936 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,251,331 | TotalAmt |
| Program Services | $42,361,488 | ProgramServicesAmt |
| Management And General | $7,615,652 | ManagementAndGeneralAmt |
| Fundraising | $2,274,191 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,715,311 | TotalAmt |
| Program Services | $2,201,372 | ProgramServicesAmt |
| Management And General | $395,758 | ManagementAndGeneralAmt |
| Fundraising | $118,181 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,330,476 | TotalAmt |
| Program Services | $1,889,376 | ProgramServicesAmt |
| Management And General | $339,668 | ManagementAndGeneralAmt |
| Fundraising | $101,432 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,516,227 | TotalAmt |
| Program Services | $2,850,695 | ProgramServicesAmt |
| Management And General | $512,491 | ManagementAndGeneralAmt |
| Fundraising | $153,041 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $917,569 | TotalAmt |
| Program Services | $715,949 | ProgramServicesAmt |
| Management And General | $201,620 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,804 | TotalAmt |
| Management And General | $78,804 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,118 | TotalAmt |
| Management And General | $154,118 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,676 | TotalAmt |
| Management And General | $18,676 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,023,683 | TotalAmt |
| Management And General | $1,023,683 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,424,821 | TotalAmt |
| Program Services | $13,024,817 | ProgramServicesAmt |
| Management And General | $1,119,908 | ManagementAndGeneralAmt |
| Fundraising | $280,096 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,216 | TotalAmt |
| Program Services | $364,172 | ProgramServicesAmt |
| Management And General | $22,794 | ManagementAndGeneralAmt |
| Fundraising | $2,250 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,820 | TotalAmt |
| Program Services | $443,210 | ProgramServicesAmt |
| Management And General | $64,556 | ManagementAndGeneralAmt |
| Fundraising | $45,054 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,945,644 | TotalAmt |
| Program Services | $1,479,147 | ProgramServicesAmt |
| Management And General | $2,411,069 | ManagementAndGeneralAmt |
| Fundraising | $55,428 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,442,575 | TotalAmt |
| Program Services | $3,436,644 | ProgramServicesAmt |
| Management And General | $3,563 | ManagementAndGeneralAmt |
| Fundraising | $2,368 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,778,055 | TotalAmt |
| Program Services | $3,074,732 | ProgramServicesAmt |
| Management And General | $454,759 | ManagementAndGeneralAmt |
| Fundraising | $248,564 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,413 | TotalAmt |
| Program Services | $15,015 | ProgramServicesAmt |
| Management And General | $3,398 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,114,931 | TotalAmt |
| Program Services | $2,961,419 | ProgramServicesAmt |
| Management And General | $153,512 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,224,188 | TotalAmt |
| Program Services | $8,770,257 | ProgramServicesAmt |
| Management And General | $453,931 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,310,323 | TotalAmt |
| Management And General | $1,310,323 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICE | $7,217,759 | $6,964,356 | $233,126 | $20,277 |
| OUTSOURCED ADMISSIONS | $3,276,145 | $3,276,145 | ||
| SUPPLIES | $2,495,778 | $2,065,888 | $394,563 | $35,327 |
| REPAIRS AND MAINTENANCE | $1,856,695 | $1,835,225 | $20,364 | $1,106 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,229,377 | TotalAmt |
| Program Services | $4,277,225 | ProgramServicesAmt |
| Management And General | $806,442 | ManagementAndGeneralAmt |
| Fundraising | $145,710 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,525,026 | TotalAmt |
| Program Services | $174,076,684 | ProgramServicesAmt |
| Management And General | $18,567,381 | ManagementAndGeneralAmt |
| Fundraising | $3,880,961 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,182,031 | BOYAmt |
| EOY | $20,543,794 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,286,001 | BOYAmt |
| EOY | $5,644,918 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,309,302 | BOYAmt |
| EOY | $9,927,872 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,942,951 | BOYAmt |
| EOY | $2,487,623 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,724,826 | BOYAmt |
| EOY | $1,850,134 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,948,516 | BOYAmt |
| EOY | $2,576,270 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $329,289,406 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $161,343,466 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,494,839 | BOYAmt |
| EOY | $167,945,940 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,863,656 | BOYAmt |
| EOY | $88,062,524 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,581,351 | BOYAmt |
| EOY | $174,867,263 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,534,371 | BOYAmt |
| EOY | $13,903,701 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $512,867,844 | BOYAmt |
| EOY | $487,810,039 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,150,655 | BOYAmt |
| EOY | $3,539,670 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,540,686 | BOYAmt |
| EOY | $5,940,848 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,555,914 | BOYAmt |
| EOY | $68,432,121 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,376,651 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,564,900 | BOYAmt |
| EOY | $15,233,585 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,812,155 | BOYAmt |
| EOY | $95,522,875 | 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 | $187,570,524 | BOYAmt |
| EOY | $176,286,970 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,485,165 | BOYAmt |
| EOY | $216,000,194 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $413,055,689 | BOYAmt |
| EOY | $392,287,164 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $512,867,844 | BOYAmt |
| EOY | $487,810,039 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,864,728 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$19,827,224 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,923,427 | 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 | $17,507,879 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,859,364 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,214,598 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,830,528 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,562,974 | CurrentTaxYearAmt |
| Total | $111,975,343 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,507,879 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,859,364 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,214,598 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,830,528 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,562,974 | CurrentTaxYearAmt |
| Total | $111,975,343 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,704,292 | SubstantialContributorsTotAmt |
| Public Support Total170 | $110,271,051 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,995,405 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,535,717 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,194,469 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,169,139 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,069,641 | CurrentTaxYearAmt |
| Total | $15,964,371 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,164 | CurrentTaxYearMinus4YearsAmt |
| Total | $18,164 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $127,957,878 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $751,276,963 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.86180 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84630 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | Yes (1) | 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 | $4,646 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $14,030 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $18,676 | 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 | NORWICH UNIVERSITY PAYS DUES TO SEVERAL ASSOCIATIONS WHICH INCLUDE AS PART OF THEIR ONGOING ACTIVITIES LOBBYING ACTIVITIES WITH FEDERAL AND STATE LEGISLATIVE BODIES. NORWICH ESTIMATES THAT A QUARTER OF DUES PAID TO SUCH ORGANIZATIONS FINANCE SUCH LOBBYING ACTIVITIES, THE TOTAL OF WHICH IS $18,676. IN ADDITION TO THE ABOVE, NORWICH STAFF HAS SPENT TIME IN DIRECT CONTACT WITH LEGISLATORS ON ISSUES IMPACTING THE UNIVERSITY. | ExplanationTxt |
Schedule D IRS990ScheduleD
| 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 |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $292,956,988 | BeginningYearBalanceAmt |
| Contributions | $5,400,168 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,345,716 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,380,565 | GrantsOrScholarshipsAmt |
| Other Expenditures | $15,784,088 | OtherExpendituresAmt |
| Administrative Expenses | $1,023,683 | AdministrativeExpensesAmt |
| End Year Balance | $271,823,104 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $338,240,724 | BeginningYearBalanceAmt |
| Contributions | $4,727,117 | ContributionsAmt |
| Investment Earnings Or Losses | -$38,208,664 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,318,298 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,472,762 | OtherExpendituresAmt |
| Administrative Expenses | $1,011,129 | AdministrativeExpensesAmt |
| End Year Balance | $292,956,988 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $224,549,886 | BeginningYearBalanceAmt |
| Contributions | $4,652,080 | ContributionsAmt |
| Investment Earnings Or Losses | $121,313,475 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,964,889 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,408,065 | OtherExpendituresAmt |
| Administrative Expenses | $1,901,763 | AdministrativeExpensesAmt |
| End Year Balance | $338,240,724 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $221,547,427 | BeginningYearBalanceAmt |
| Contributions | $2,196,086 | ContributionsAmt |
| Investment Earnings Or Losses | $15,493,780 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,762,328 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,105,247 | OtherExpendituresAmt |
| Administrative Expenses | $819,832 | AdministrativeExpensesAmt |
| End Year Balance | $224,549,886 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $225,262,364 | BeginningYearBalanceAmt |
| Contributions | $3,505,515 | ContributionsAmt |
| Investment Earnings Or Losses | $4,913,289 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,599,487 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,349,353 | OtherExpendituresAmt |
| Administrative Expenses | $1,184,901 | AdministrativeExpensesAmt |
| End Year Balance | $221,547,427 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.26880 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.73100 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00020 | 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 | $1,051,510 | OtherCostOrOtherBasisAmt |
| Book Value | $1,051,510 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $247,454,076 | OtherCostOrOtherBasisAmt |
| Depreciation | $106,047,893 | DepreciationAmt |
| Book Value | $141,406,183 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,940,958 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,628,647 | DepreciationAmt |
| Book Value | $6,312,311 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,842,862 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,666,926 | DepreciationAmt |
| Book Value | $19,175,936 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $167,945,940 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQUITY ALTERNATIVE INVESTMENTS | $84,163,960 | F |
| OTHER ALTERNATIVE INVESTMENTS | $929,011 | F |
| HEDGE FUND ALTERNATIVE INVESTMENTS | $30,577,449 | F |
| HEDGE FUNDS | $59,092,506 | F |
| REAL ASSET FUNDS | $104,337 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $174,867,263 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| GOVERNMENT ADVANCES & STUDENT LOANS | $2,902,656 |
| ACCRUED LIABILITIES | $4,913,861 |
| DISCOUNT ON LIFE INCOME FUNDS | $1,970,160 |
| SWAP VALUATION | $5,446,908 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $15,233,585 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE UNIVERSITY'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE, SCIENTIFIC SPECIMENS, AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE UNIVERSITY'S COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE UNIVERSITY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS NET ASSETS WITH DONOR RESTRICTIONS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. THE UNIVERSITY RECORDS ITEMS OF COLLECTIONS, WHICH ARE RECEIVED FOR EDUCATIONAL PURPOSES AND GENERALLY DISPLAYED THROUGHOUT THE UNIVERSITY, AS GIFTS AT NOMINAL VALUE. THESE GIFTS ARE NOT DISPOSED OF FOR FINANCIAL GAIN OR OTHERWISE ENCUMBERED IN ANY MANNER. |
| PART III, LINE 4: | THE SULLIVAN MUSEUM AND HISTORY CENTER, THE MUSEUM OF NORWICH UNIVERSITY, HAS A COLLECTION OF 14,000-16,000 OBJECTS WHICH ARE USED TO SHARE THE COLLECTIVE STORIES OF THE THOUSANDS OF NORWICH STUDENTS, FACULTY, AND STAFF SINCE ITS FOUNDING IN 1819. THE COLLECTION BEGAN AROUND 1900 AND IS STILL GROWING TODAY WITH THE GENEROUS DONATIONS OF NORWICH ALUMNI AND FRIENDS. TODAY THE COLLECTION PROCESS IS OVERSEEN BY A COLLECTION COMMITTEE AND TWO PROFESSIONALLY TRAINED MUSEUM STAFF MEMBERS, A DIRECTOR AND A CURATOR. THE COLLECTION CONTAINS FINE ARTS (PAINTINGS, SCULPTURES, PRINTS), DECORATIVE ARTS (FURNITURE, ETC.), MILITARY FIREARMS AND OTHER WEAPONS, TEXTILES (UNIFORMS AND FLAGS), PERSONAL COLLECTIONS OF VARIOUS MILITARY OFFICERS FROM CAPTAIN ALDEN PARTRIDGE, OUR FOUNDER, TO THE PRESENT, AND ITEMS REPRESENTING THE VARIOUS DEPARTMENTS OF THE UNIVERSITY INCLUDING MUSICAL INSTRUMENTS, ENGINEERING EQUIPMENT, SPORTS ITEMS, CAVALRY AND AVIATION EQUIPMENT, AND BUSINESS MACHINES. THE SULLIVAN MUSEUM IS CONSIDERED A "TEACHING MUSEUM," A TERM OFFICIALLY ADOPTED BY THE AMERICAN ASSOCIATION OF UNIVERSITY MUSEUMS AND GALLERIES, WHICH INDICATES AN INSTITUTION WITH THE PRIMARY PURPOSE OF USING ITS COLLECTIONS AS A TEACHING RESOURCE. MUSEUM STAFF IS COMMITTED TO WORKING WITH ALL FACULTY AND CLASSES ACROSS CAMPUS IN MULTIPLE DISCIPLINES AND HAS A SPECIAL "SMART CLASSROOM" WITHIN THE MUSEUM FOR THAT PURPOSE. THE MUSEUM STRIVES TO INTEGRATE ITSELF INTO THE CURRICULUM IN VARIOUS WAYS INCLUDING OFFERING EXHIBITION AND PROGRAM OPPORTUNITIES TO BOTH FACULTY AND STAFF; MAKING THE COLLECTION RESOURCES AVAILABLE TO ALL FOR RESEARCH AND PROJECT USE; AND DIRECTLY TEACHING IN THE MUSEUM FOR VARIOUS CLASSES SUCH AS ENGLISH, LITERATURE, AND HISTORY. |
| PART V, LINE 4: | THE PURPOSE OF THE NORWICH UNIVERSITY ENDOWMENT IS TO GENERATE A STREAM OF EARNINGS TO SUPPORT CURRENT OPERATIONS UNDER AN INVESTMENT STRATEGY DESIGNED TO MAINTAIN, OR GROW, CORPUS VALUE IN REAL OR INFLATION ADJUSTED TERMS. THE BOARD OF TRUSTEES HAS ADOPTED A SPENDING PLAN WHEREBY THE UNIVERSITY UTILIZES 5% OF THE PRODUCT OF THE AVERAGE POOLED UNIT VALUE FOR THE 12 PRIOR QUARTERS ENDING DECEMBER 31 AND THE NUMBER OF POOLED UNITS ON HAND AT DECEMBER 31. UNIVERSITY SCHOLARSHIPS RECEIVE THE GREATEST SHARE OF THE ANNUAL ENDOWMENT DISTRIBUTION AT APPROXIMATELY 47%, FOLLOWED BY THE UNIVERSITY GENERAL FUND AT 40%. ENDOWMENT FUNDS ALSO SUPPORT ACADEMIC ENRICHMENT, FACULTY DEVELOPMENT, STUDENT LOANS, MARGIN OF EXCELLENCE PROGRAMS, AND NUMEROUS OTHER ACTIVITIES. |
| PART X, LINE 2: | THE UNIVERSITY IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE (IRC) AND IS GENERALLY EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE IRC. THE UNIVERSITY BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS. |
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 | Yes (1) | 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 | THE UNIVERSITY'S APPLICATION FORM CONTAINS A STATEMENT OF THE SCHOOL'S NONDISCRIMINATION POLICY, AS DO THE UNIVERSITY'S RECRUITING LITERATURE, UNIVERSITY CATALOGUE AND WEBSITE HOMEPAGE. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES STUDENT LOAN AND GRANT FUNDS FROM THE FEDERAL GOVERNMENT WHICH ARE DISBURSED TO STUDENTS BASED UPON FINANCIAL NEED ACCORDING TO FEDERAL GUIDELINES. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt | OfficesOfficesCnt | EmployeeEmployeeCnt |
|---|---|---|---|---|---|
| CENTRAL AMERICA & THE CARIBBEAN | INVESTMENTS | $77,989,125 | |||
| SUB-SAHARAN AFRICA | INVESTMENTS | $1,820,247 | |||
| EAST ASIA & THE PACIFIC | PROGRAM SERVICES | $25,116 | STUDY ABROAD AND FACULTY DEVELOPMENT | ||
| EUROPE | PROGRAM SERVICES | $1,030,333 | STUDY ABROAD AND FACULTY DEVELOPMENT | 1 | 5 |
| MIDDLE EAST AND NORTH AFRICA | PROGRAM SERVICES | $2,200 | STUDY ABROAD AND FACULTY DEVELOPMENT | ||
| RUSSIA AND NEIGHBORING STATES | PROGRAM SERVICES | $27,848 | STUDY ABROAD AND FACULTY DEVELOPMENT | ||
| CENTRAL AMERICA & THE CARIBBEAN | GRANTMAKING | $34,378 | GRANT TO AN ORGANIZATION | ||
| SOUTH ASIA | GRANTMAKING | $33,449 | GRANT TO AN ORGANIZATION | ||
| EAST ASIA AND THE PACIFIC | GRANTMAKING | $2,000 | SCHOLARSHIPS | ||
| EUROPE (INCLUDING ICELAND & GREENLAND) | GRANTMAKING | $87,750 | SCHOLARSHIPS | ||
| NORTH AMERICA | PROGRAM SERVICES | $5,990 | STUDY ABROAD AND FACULTY DEVELOPMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 5 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Subtotal Spent | $80,962,696 | SubtotalSpentAmt |
| Continuation Spent | $95,740 | ContinuationSpentAmt |
| Total Spent | $81,058,436 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| CENTRAL AMERICA & CARIBBEAN | HUMANITARIAN | $34,378 | CHECK | $0 |
| SOUTH ASIA | HUMANITARIAN | $33,449 | CHECK | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| SCHOLARSHIPS | EAST ASIA & THE PACIFIC | 1 | $2,000 | TUITION SCHOLARSHIP |
| SCHOLARSHIPS | EUROPE | 97 | $87,750 | TUITION SCHOLARSHIP |
| 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | NORWICH UNIVERSITY OFFERS FINANCIAL ASSISTANCE TO STUDENTS WHO ARE ACCEPTED TO PARTICIPATE IN APPROVED STUDY ABROAD PROGRAMS. IN ORDER TO QUALIFY FOR THE ASSISTANCE, A STUDENT MUST BE ENROLLED FULL-TIME, MUST HAVE ACHIEVED A SATISFACTORY GRADE POINT AVERAGE AT NORWICH UNIVERSITY AND MUST HAVE A DEMONSTRATED FINANCIAL NEED. THE OFFICE OF THE PROVOST, WITH ASSISTANCE FROM THE FINANCIAL AID OFFICE, SELECTS AND MONITORS THE PARTICIPANTS. THE UNIVERSITY IS PROVIDING FUNDING AND VOLUNTEER SUPPORT FOR A HEALTH POST AND BIRTHING CENTER IN NEPAL. THE UNIVERSITY IS PROVIDING HUMANITARIAN MEDICAL SUPPORT TO INDIVIDUALS IN COSTA RICA. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BRIAN BILL GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $351,755 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $188,997 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $162,758 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $13,695 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $41,400 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $31,430 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $30,675 | OtherDirectExpensesEvent1Amt |
| Event2 | FINS AND FEATHERS | Event2Nm |
| Gross Receipts Event2 | $361,940 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $262,741 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $99,199 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $41,899 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $69,366 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $15,793 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $106,877 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $101,955 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $33,280 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $68,675 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $3,000 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $4,630 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $27,233 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $21,095 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,394 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $815,650 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $485,018 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $330,632 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $3,000 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $60,224 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $137,999 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $68,318 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $138,946 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $408,487 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$77,855 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VILLAGE OF NORTHFIELD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 SOUTH MAIN STREET | AddressLine1Txt |
| City | NORTHFIELD | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 036000607 | RecipientEIN |
| IRC Section | 170(B)(1)(A)(V) | IRCSectionDesc |
| Cash Grant | $233,970 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | EMERGENCY ASSISTANCE | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 3636 | RecipientCnt |
| Cash Grant | $70,997,283 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | VIRTUALLY ALL UNIVERSITY FUNDED SCHOLARSHIPS ARE TIED TO THE STUDENTS' GRADE POINT AVERAGE (GPA) OR BASED UPON FINANCIAL NEED AS DETERMINED BY THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA). ANNUALLY, THE GPA AND NEED ARE REVIEWED TO DETERMINE COMPLIANCE WITH THE UNIVERSITY STANDARD. IF A STUDENT'S GPA FALLS BELOW THE MINIMUM REQUIREMENT, THE SCHOLARSHIP IS EITHER REMOVED OR REDUCED BY HALF. STUDENTS CAN APPEAL TO HAVE THE SCHOLARSHIP RESTORED IF THEIR GPA RETURNS TO THE REQUIRED LEVEL. NEED BASED SCHOLARSHIPS ARE CARRIED FORWARD EACH YEAR ONCE THE STUDENT HAS COMPLETED THE FAFSA. THE UNIVERSITY PROVIDES ASSISTANCE TO CERTAIN LOCAL GOVERNMENTAL AND NOT-FOR-PROFIT ORGANIZATIONS THAT PROVIDE CRITICAL INFRASTRUCTURAL SUPPORT TO THE UNIVERSITY. THE ASSISTANCE IS CONSIDERED A DONATION AND THE UNIVERSITY DOES NO FURTHER MONITORING OF THE USE OF THE FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (1) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK ANARUMO | ||||||||||||||
| PRESIDENT | $377,072 | $0 | $0 | $0 | $6,964 | $0 | $22,865 | $0 | $55,392 | $0 | $462,293 | $0 | $0 | $0 |
| PHILIP SUSMANN | ||||||||||||||
| VP STRATEGIC PTNRSHP/PRES NUARI | $0 | $272,641 | $0 | $0 | $0 | $792 | $0 | $15,881 | $0 | $28,820 | $0 | $318,134 | $0 | $0 |
| FRANK VANECEK | ||||||||||||||
| PROFESSOR OF INFORMATION TECH. | $210,074 | $0 | $0 | $0 | $3,543 | $0 | $14,773 | $0 | $1,364 | $0 | $229,754 | $0 | $0 | $0 |
| MARTIN HANIFIN | ||||||||||||||
| VP FOR ADMINISTRATION & FINANCE | $189,065 | $0 | $0 | $0 | $739 | $0 | $14,493 | $0 | $14,205 | $0 | $218,502 | $0 | $0 | $0 |
| HUW READ | ||||||||||||||
| PROFESSOR OF INFORMATION SECURITY | $171,770 | $0 | $0 | $0 | $90 | $0 | $13,243 | $0 | $30,646 | $0 | $215,749 | $0 | $0 | $0 |
| GREGORY MATTHEWS | ||||||||||||||
| VP ENROLLMENT MANAGEMENT | $186,268 | $0 | $0 | $0 | $703 | $0 | $12,215 | $0 | $12,312 | $0 | $211,498 | $0 | $0 | $0 |
| KAREN GAINES | ||||||||||||||
| PROVOST | $158,006 | $0 | $15,000 | $0 | $368 | $0 | $13,226 | $0 | $16,739 | $0 | $203,339 | $0 | $0 | $0 |
| HENRY COLLIER | ||||||||||||||
| PROGRAM MANAGER | $157,140 | $0 | $0 | $0 | $52 | $0 | $12,115 | $0 | $29,886 | $0 | $199,193 | $0 | $0 | $0 |
| ELIZABETH KENNEDY | ||||||||||||||
| VP DEVELOPMENT | $191,274 | $0 | $0 | $0 | $104 | $0 | $7,182 | $0 | $592 | $0 | $199,152 | $0 | $0 | $0 |
| MICHAEL BATTIG | ||||||||||||||
| PROFESSOR | $152,011 | $0 | $0 | $0 | $718 | $0 | $12,093 | $0 | $33,122 | $0 | $197,944 | $0 | $0 | $0 |
| DAVID WHALEY | ||||||||||||||
| SECRETARY/SENIOR VP ADMINISTRATION | $154,576 | $0 | $0 | $0 | $2,303 | $0 | $12,256 | $0 | $26,674 | $0 | $195,809 | $0 | $0 | $0 |
| MARCUS ELLIS | ||||||||||||||
| PROGRAM DIRECTOR | $165,335 | $0 | $0 | $0 | $25 | $0 | $5,065 | $0 | $24,158 | $0 | $194,583 | $0 | $0 | $0 |
| WILLIAM CLEMENTS | ||||||||||||||
| PROFESSOR | $157,185 | $0 | $0 | $0 | $1,037 | $0 | $12,582 | $0 | $11,566 | $0 | $182,370 | $0 | $0 | $0 |
| GEORGE SILOWASH | ||||||||||||||
| CHIEF INFORMATION SECURITY OFFICER | $156,110 | $0 | $0 | $0 | $83 | $0 | $7,698 | $0 | $1,340 | $0 | $165,231 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | BOTH THE PRESIDENT AND THE COMMANDANT OF CADETS ARE PROVIDED HOUSING AS A CONDITION OF EMPLOYMENT, AND FOR THE CONVENIENCE OF THE EMPLOYER. THE VALUES OF HOUSING PROVIDED TO THE PRESIDENT AND TO THE COMMANDANT OF CADETS THROUGH DECEMBER 31, 2022 IN THE AMOUNTS OF $54,660 OF $20,460 RESPECTIVELY ARE INCLUDED IN FORM 990 AS PART OF THEIR NONTAXABLE BENEFITS. |
| PART I, LINE 8 | THE PRESIDENT ENTERED INTO AN INITIAL CONTRACT WITH THE UNIVERSITY EFFECTIVE JUNE 1, 2020 THROUGH MAY 31, 2023. |
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 | CUSIPCUSIPNum |
|---|---|---|---|---|---|---|---|---|
| VERMONT EDUCATIONAL & HEALTH BUILDINGS FINANCING AGENCY | ||||||||
| A | 237154467 | 2017-12-28 | $60,490,068 | REFINANCE 2008 CONSTRUCTION BONDS | 0 | 0 | 0 | |
| VERMONT EDUCATIONAL & HEALTH BUILDINGS FINANCING AGENCY | ||||||||
| B | 237154467 | 2013-12-23 | $24,515,000 | CONSTRUCTION FINANCING | 0 | 0 | 0 | 924166FP1 |
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 | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $11,290,068 | $60,490,068 | $60,490,068 | 2009 | Yes (1) | 0 | Yes (1) | Yes (1) | |||
| B | $4,820,000 | $24,515,000 | $580,230 | 2014 | 0 | 0 | Yes (1) | Yes (1) | $516,563 | $457,908 | $22,960,299 |
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 | 0.02000 | 0.00000 | 0.02000 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
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 | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TD SECURITIES | ||||||||||||
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 30.000000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| (no name) | ||||||||||||
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART IV, ARBITRAGE, LINE 2C: | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: VERMONT EDUCATIONAL & HEALTH BUILDINGS FINANCING AGENCY THE REBATE COMPUTATION WAS PERFORMED IN 2020. ISSUER NAME: VERMONT EDUCATIONAL & HEALTH BUILDINGS FINANCING AGENCY THE REBATE COMPUTATION WAS PERFORMED IN 2020. | ExplanationTxt |
Schedule M IRS990ScheduleM
Art Historical Treasures ArtHistoricalTreasuresGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $18,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 17 | ContributionCnt |
| Noncash Contributions Rpt F990 | $311,248 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | PRIZES | 172 | $136,177 | COST |
| Yes (X) | SUPPLIES AND EQUIPMENT | 18 | $45,447 | FMV |
| 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 | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | COLUMN (B) REPORTS THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1, PART III, LINE 1 | NORWICH UNIVERSITY'S MISSION IS TO GIVE OUR YOUTH AN EDUCATION THAT SHALL BE AMERICAN IN CHARACTER - TO ENABLE THEM TO ACT AS WELL AS TO THINK - TO EXECUTE AS WELL AS TO CONCEIVE - "TO TOLERATE ALL OPINIONS WHEN REASON IS LEFT FREE TO COMBAT THEM" - TO MAKE MORAL, PATRIOTIC, EFFICIENT, AND USEFUL CITIZENS, AND TO QUALIFY THEM FOR ALL THOSE HIGH RESPONSIBILITIES RESTING UPON A CITIZEN OF THIS FREE REPUBLIC. NORWICH'S MISSION STATEMENT IS UNIQUE IN HIGHER EDUCATION. WE KNOW EXACTLY WHO WE ARE, WHY WE ARE HERE, AND WHERE WE ARE GOING. WE ARE ABLE TO BE VERY SPECIFIC: THE DISTINCTIVE TERMS AND PHRASES FOUND IN THIS MISSION STATEMENT PROVIDE IMPORTANT CLUES IN UNDERSTANDING THE ESSENCE OF THIS ORGANIZATION, AND ULTIMATELY THE DIRECTIONS WE WILL SEEK AND THE OUTCOMES WE WILL REQUIRE OF OUR STUDENTS. THE MOST DISTINGUISHING TERMS ARE: AMERICAN IN CHARACTER GLOBAL IN PERSPECTIVE MUTUAL RESPECT SERVICE THINKING AND ACTING CONCEIVING AND EXECUTING MAKING MORAL AND PATRIOTIC CITIZENS MAKING USEFUL CITIZENS QUALIFYING GRADUATES FOR RESPONSIBILITIES OF A FREE REPUBLIC THESE, AS WELL AS OTHER DISTINGUISHING OUTCOMES OF THE NORWICH EXPERIENCE ARE DISCUSSED BELOW: AMERICAN IN CHARACTER MEANS THAT WE TEACH STUDENTS TO UNDERSTAND AND HOLD DEAR THOSE VALUES AND PRINCIPLES UPON WHICH THIS FREE REPUBLIC WAS ESTABLISHED. THE AMERICAN EXPERIENCE WAS UNIQUE AND WORLD CHANGING IN ITS DEVELOPMENT. IT WAS BUILT UPON THE FUNDAMENTALS OF DEMOCRACY AND THE NOTION THAT PEOPLE HAVE INALIENABLE RIGHTS. WE WANT OUR STUDENTS TO KNOW THE PRINCIPLES AND THE EVENTS IN WHICH THESE PRINCIPLES MANIFESTED WHICH LEAD UP TO THE GREAT AMERICAN EXPERIMENT, THE HISTORY OF OUR SUCCESSFUL JOURNEY, AND THE REASONS WHY THE PRINCIPLES MANIFESTED IN THE BILL OF RIGHTS, THE CONSTITUTION, AND THE DECLARATION OF INDEPENDENCE ARE WORTH FIGHTING FOR. THROUGHOUT THE ENTIRE STUDENT EXPERIENCE, BOTH ACADEMIC AND EXTRACURRICULAR, WE TEACH THIS VALUE AND ENSURE THAT OUR STUDENTS UNDERSTAND ITS MEANING. GLOBAL IN PERSPECTIVE MEANS THAT OUR STUDENTS SHOULD UNDERSTAND THAT THE USA IS NOT ALONE IN THIS WORLD. THE WORLD IS A COMPLEX PLACE, AND CIVILIZATION AND ITS CULTURES ARE CONSTANTLY EVOLVING. DEFINING THE ENTIRE WORLD WITH AMERICAN VALUES DISTORTS THE REALITY OF A MULTICULTURAL PLANET AND LIMITS ONE'S PERSPECTIVE ON THE HISTORY OF MAN'S JOURNEY TO THE PRESENT TIME. BECAUSE AMERICA IS A LEADER IN THE WORLD, AND BECAUSE OUR STUDENTS ARE DESTINED TO BE LEADERS IN AMERICA, WE MUST UNDERSTAND AND RESPECT ALL POINTS OF VIEW AS PART OF GAINING THE WISDOM TO LEAD. THROUGHOUT THE ENTIRE STUDENT EXPERIENCE, BOTH ACADEMIC AND EXTRACURRICULAR, WE TEACH THIS VALUE AND ENSURE THAT OUR STUDENTS UNDERSTAND ITS MEANING. MUTUAL RESPECT, SOCIAL GRACES, AND POLITENESS. MUTUAL RESPECT IS A CORNERSTONE OF CIVILIZATION AND A FOUNDATION OF ACADEMIA. IT IS WHAT INITIATES A SALUTE; IT IS WHAT ALLOWS TWO PEOPLE TO APPRECIATE EACH OTHER FOR THE VALUE THAT THEY BRING TO THE RELATIONSHIP, NO MATTER HOW LASTING OR TEMPORARY THE RELATIONSHIP IS. IT IS COMMON HUMAN DECENCY, KINDNESS, AND A CORNERSTONE OF A CIVIL SOCIETY. MUTUAL RESPECT TURNS INTO LASTING FRIENDSHIP. ITS SUCCESSFUL BREEDING AT NORWICH UNIVERSITY IS A PRIMARY REASON WHY PEOPLE DEVELOP CLOSE RELATIONSHIPS WITH THOSE THEY OTHERWISE MIGHT NOT. IN ADDITION TO MUTUAL RESPECT, NORWICH STUDENTS AND GRADUATES ARE KNOWN FOR THEIR GRACE IN SOCIAL SITUATIONS AND THEIR POLITENESS. THE NORWICH ENVIRONMENT BREEDS THIS CHARACTERISTIC. THROUGHOUT THE ENTIRE STUDENT EXPERIENCE, BOTH ACADEMIC AND EXTRACURRICULAR, WE TEACH THESE VALUES AND ENSURE THAT OUR STUDENTS PRACTICE THEM. SERVICE IS AN INTEGRAL PART OF THE NORWICH EXPERIENCE. LEADERS SERVE, AND WE TRAIN LEADERS. WE SEEK TO INCULCATE THIS VALUE IN OUR STUDENTS, IN PART BY ENSURING THAT THEY DIRECTLY EXPERIENCE IT. EXPERIENCING "SERVICE TO OTHERS BEFORE SELF" IS A VITAL PART OF EACH STUDENT'S MATURATION PROCESS. STUDENTS TAKE WITH THEM FROM NORWICH THE EXPECTATION THAT SERVICE WILL BE A LIFELONG COMMITMENT. THROUGHOUT THE ENTIRE STUDENT EXPERIENCE, BOTH ACADEMIC AND EXTRA-CURRICULAR, WE TEACH THIS VALUE AND ENSURE THAT OUR STUDENTS EXPERIENCE IT. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF TRUSTEES AUDIT COMMITTEE REVIEWS AND COMMENTS ON THE FORM 990, INCLUDING SCHEDULE B, SCHEDULE OF CONTRIBUTORS, BEFORE IT IS FILED. AN ELECTRONIC COPY OF FORM 990, NOT INCLUDING SCHEDULE B, IS DISTRIBUTED TO ALL BOARD MEMBERS BEFORE THE RETURN IS FILED. A PAPER COPY OF THE SCHEDULE B, PHYSICALLY LOCATED ON THE UNIVERSITY CAMPUS, IS AVAILABLE FOR ANY BOARD MEMBER TO REVIEW ONCE THE MEMBERS OF THE AUDIT COMMITTEE COMPLETE THEIR INITIAL REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY AND AFFIDAVIT IS DISTRIBUTED ANNUALLY TO BOARD OF TRUSTEES. THE COMPLETED AFFIDAVITS ARE RETURNED AND REVIEWED BY BOTH THE UNIVERSITY ADMINISTRATION AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR CONFLICTS THAT COULD IMPAIR THE JUDGEMENT OF THE INDIVIDUALS. THE AUDIT COMMITTEE REPORTS THE RESULT OF THEIR REVIEW TO THE FULL BOARD DURING THE FALL MEETING. THE AUDIT COMMITTEE ASKS ANY TRUSTEE WITH A DISCLOSED CONFLICT OF INTEREST TO RECUSE THEMSELVES FROM BOARD CONVERSATIONS WHERE THE OUTCOME COULD AFFECT THE BUSINESS RELATIONSHIP WITH THE UNIVERSITY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF OFFICERS AND SENIOR ADMINISTRATORS AT NORWICH UNIVERSITY IS SET BY THE PRESIDENT WITH THE ADVICE OF THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE PRESIDENT'S COMPENSATION IS SET BY THE BOARD OF TRUSTEES WITH THE ADVICE OF THE COMPENSATION COMMITTEE. THE PROCESS USED FOR THESE DECISIONS FOLLOWS THE GUIDELINES SUGGESTED BY THE IRS FOR COMPLIANCE WITH IRC SECTION 4958. THE PRIMARY FACTOR IN THESE DETERMINATIONS IS COMPENSATION BENCHMARKING FOLLOWING THE METHODS USED FOR ALL STAFF AT THE UNIVERSITY. BENCHMARK COMPENSATION DATA IS OBTAINED FROM AN ANNUAL COMPENSATION SURVEY OF HIGHER EDUCATION INSTITUTIONS CONDUCTED BY THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES (CUPA-HR). NORWICH UNIVERSITY COMPARES TO A SELECTED COMPENSATION COHORT FROM THIS SURVEY. THE CURRENT COHORT INCLUDES ALL RESPONSES FROM INSTITUTIONS WITH OPERATING BUDGETS IN THE RANGE OF $60 MILLION TO $140 MILLION THAT OFFER BOTH UNDERGRADUATE AND GRADUATE DEGREES. ABOUT 205 INSTITUTIONS INCLUDED IN THE SURVEY MEET THESE CRITERIA. FOR ALL STAFF AT NORWICH, A FACTOR BASED ON TIME IN THE CURRENT JOB LEVEL IS APPLIED TO THE BENCHMARK RATE FROM THE COMPENSATION SURVEY TO FIND AN EXPECTED MARKET RATE FOR EACH EMPLOYEE IN THE CURRENT POSITION. COMPENSATION INCREASES ARE PROPOSED TO ASSURE THAT EMPLOYEES ARE NOT BELOW A SPECIFIED PERCENTAGE OF THE EXPECTED MARKET RATE. CURRENTLY, THE MINIMUM IS 85%. IN ADDITION TO THE COMPENSATION BENCHMARK DATA, THE COMMITTEE CONSIDERS PERFORMANCE INFORMATION ON THE SENIOR ADMINISTRATORS PROVIDED BY THE PRESIDENT, AND THE RESULTS OF THE PERFORMANCE APPRAISAL OF THE PRESIDENT CONDUCTED BY THE BOARD. THE DIRECTOR OF HUMAN RESOURCES SERVES AS THE STAFF LIAISON TO THE COMPENSATION COMMITTEE. THE PROCESS WAS MOST RECENTLY UNDERTAKEN UPON HIRING OF THE NEW PRESIDENT. THE PRESIDENT'S COMPENSATION IS REVIEWED ANNUALLY. THE FORMAL CHARGE TO THE COMPENSATION COMMITTEE OF THE BOARD IS PRESENTED BELOW. COMPENSATION COMMITTEE THIS COMMITTEE WAS ESTABLISHED IN OCTOBER 2009 BASED ON THE WORK OF THE AD HOC COMPENSATION COMMITTEE, WHICH WAS ESTABLISHED ON JUNE 10, 2005. THE PRIMARY PURPOSE OF THIS COMMITTEE IS TO ENSURE THAT THE PRESIDENT AND OTHER HIGHLY COMPENSATED EMPLOYEES ARE COMPENSATED IN A WAY THAT IS CONSISTENT WITH PERFORMANCE, LONGEVITY, MARKET EQUITY, AND IN ACCORDANCE WITH CURRENT IRS RULES AND REGULATIONS, INCLUDING THE INTERMEDIATE SANCTIONS UNDER IRC SECTION 4958. THE COMMITTEE WILL REVIEW AND PROVIDE ADVICE TO THE PRESIDENT ON COMPENSATION ISSUES FOR THE OFFICERS AND SENIOR ADMINISTRATORS AND OTHER HIGHLY COMPENSATED INDIVIDUALS, REVIEW COMPENSATION BENCHMARKS AND STUDIES DONE BY INDEPENDENT ORGANIZATIONS, AND USE APPROPRIATE COMPARABLE DATA PRIOR TO MAKING THESE RECOMMENDATIONS TO THE PRESIDENT. IN ADDITION, THE COMMITTEE WILL MAKE A RECOMMENDATION TO THE FULL BOARD ON THE PRESIDENT'S COMPENSATION. DOCUMENTATION OF THE BOARD'S ACTIONS ARE TO BE CONSIDERED CONFIDENTIAL AND ARE TO REMAIN ON FILE WITH THE SECRETARY OF THE BOARD. COMMITTEES SHOULD USE APPROPRIATE IRS PROVIDED CHECKLISTS IN THEIR DECISION MAKING PROCESS AND DELIBERATIONS. THE DIRECTOR OF HUMAN RESOURCES WILL BE THE LIAISON. |
| FORM 990, PART VI, SECTION C, LINE 19 | NORWICH UNIVERSITY'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, TAX FILINGS AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE FOR REVIEW UPON REQUEST. THE NORWICH UNIVERSITY FORM 990 IS AVAILABLE FOR PUBLIC REVIEW AT WWW.GUIDESTAR.ORG. |
| FORM 990, PART VII, SECTION A, SEQUENCE 2 | MR. SUSMANN AVERAGES 4 HOURS PER WEEK AS THE NORWICH UNIVERSITY VICE PRESIDENT FOR STRATEGIC PARTNERSHIPS AND 36 HOURS PER WEEK AS THE NUARI PRESIDENT. NUARI PAYS ALL OF MR. SUSMANN'S WAGES AND REPORTS ALL OF HIS WAGES ON FORM W-2. NUARI, A CONTROLLED, TAX EXEMPT, 501(C)(3) ORGANIZATION, CHARGES BACK FOR THE TIME MR. SUSMANN DEVOTES TO NORWICH UNIVERSITY. |
| FORM 990, PART XI, LINE 9: | RELATED ENTITY REVENUES 5,032,512. RELATED ENTITY EXPENSES -4,608,324. CHANGE IN INTEREST RATE SWAP VALUATION 3,033,988. CHANGE IN SPLIT INTEREST AGREEMENTS 97,117. LOSS FROM BENEFICIAL INTEREST IN PERPETUAL TRUST -631,866. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORWICH UNIVERSITY APPLIED RESEARCH INSTITUTES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30 | AddressLine1Txt |
| City | NORTHFIELD | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061669185 | EIN |
| Primary Activities | APPLIED RESEARCH TO ENHANCE NATIONAL SECURITY | PrimaryActivitiesTxt |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 9 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORWICH UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| CHARITABLE REMAINDER UNITRUST | ||||
| CHARITABLE REMAIDER UNITRUST | NY | N/A | T | 0 |
| CHARITABLE TRUST | ||||
| CHARITABLE TRUST | VT | N/A | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| NORWICH UNIVERSITY APPLIED RESEARCH INSTITUTES | ||
| J | $141,473 | CASH |
| NORWICH UNIVERSITY APPLIED RESEARCH INSTITUTES | ||
| P | $7,200 | CASH |
| CHARITABLE TRUST | ||
| A | $388,405 | CASH |
| NORWICH UNIVERSITY APPLIED RESEARCH INSTITUTES | ||
| L | $182,234 | CASH |
| NORWICH UNIVERSITY APPLIED RESEARCH INSTITUTES | ||
| M | $1,926,529 | CASH |
| NORWICH UNIVERSITY APPLIED RESEARCH INSTITUTES | ||
| O | $46,464 | CASH |
Comments