NORWICH UNIVERSITY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
NORWICH UNIVERSITY (EIN 03-0179424)
Tax period
2023-06-01 to 2024-05-31
Filed
2025-04-14
IRS object ID
202531049349301958
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-04-14T15:17:03-05:00ReturnTs
Tax Period End2024-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1TWO INTERNATIONAL PLACE 22ND FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN030179424EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORWICH UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNORWBusinessNameControlTxt
Phone8024852040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1158 HARMON DRIVEAddressLine1Txt
CityNORTHFIELDCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05663ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEROY YOUNGPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone8024852040PhoneNum
Signature2025-04-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA J KENNEYPreparerPersonNm
PTINP00202198PTIN
Phone6177170831PhoneNum
Preparation2025-04-11PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN BROADMEADOWPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1158 HARMON DRIVEAddressLine1Txt
CityNORTHFIELDCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05663ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$215,749,128GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.NORWICH.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1819FormationYr
Legal Domicile StateVTLegalDomicileStateCd
Activity Or MissionNORWICH'S MISSION IS TO GIVE OUR YOUTH AN EDUCATION THAT SHALL BE AMERICAN IN ITS CHARACTER.ActivityOrMissionDesc
Voting Members Governing Body34VotingMembersGoverningBodyCnt
Voting Members Independent33VotingMembersIndependentCnt
Total Employee1730TotalEmployeeCnt
Total Volunteers500TotalVolunteersCnt
Total Gross UBI$4,436TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$27,562,974PYContributionsGrantsAmt
CY Contributions Grants$43,489,378CYContributionsGrantsAmt
PY Program Service Revenue$147,234,898PYProgramServiceRevenueAmt
CY Program Service Revenue$142,516,113CYProgramServiceRevenueAmt
PY Investment Income$17,639,890PYInvestmentIncomeAmt
CY Investment Income$12,471,449CYInvestmentIncomeAmt
PY Other Revenue$222,536PYOtherRevenueAmt
CY Other Revenue$429,653CYOtherRevenueAmt
PY Total Revenue$192,660,298PYTotalRevenueAmt
CY Total Revenue$198,906,593CYTotalRevenueAmt
PY Grants And Similar Paid$71,388,830PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$83,016,849CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$62,666,606PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$61,620,650CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,565,267CYTotalFundraisingExpenseAmt
PY Other Expenses$62,469,590PYOtherExpensesAmt
CY Other Expenses$53,858,513CYOtherExpensesAmt
PY Total Expenses$196,525,026PYTotalExpensesAmt
CY Total Expenses$198,496,012CYTotalExpensesAmt
PY Revenues Less Expenses-$3,864,728PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$410,581CYRevenuesLessExpensesAmt
Total Assets BOY$487,810,039TotalAssetsBOYAmt
Total Assets EOY$517,611,300TotalAssetsEOYAmt
Total Liabilities BOY$95,522,875TotalLiabilitiesBOYAmt
Total Liabilities EOY$90,933,829TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$392,287,164NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$426,677,471NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionNORWICH UNIVERSITY'S MISSION IS TO GIVE OUR YOUTH AN EDUCATION THAT SHALL BE AMERICAN IN ITS CHARACTER.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$126,546,169ExpenseAmt
Grant$83,016,849GrantAmt
Revenue$113,850,643RevenueAmt
DescINSTRUCTIONAL - 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

FieldValueIRS element (for citing)
Expense$47,042,540ExpenseAmt
Revenue$28,802,219RevenueAmt
DescAUXILIARY ENTERPRISES AND OTHER STUDENT SERVICES INCLUDE CAFETERIA, DORMITORIES, BOOKSTORE AND UNIFORM SHOP SERVICING THE UNDERGRADUATE POPULATION OF OVER 2,000 UNDERGRADUATE STUDENTS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$173,588,709TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5042IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1730EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members34GoverningBodyVotingMembersCnt
Independent Voting Member33IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUSANNAH NAYLORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8024852890PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1158 HARMON DRIVEAddressLine1Txt
CityNORTHFIELDCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05663ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
MARK ANARUMO
PRESIDENT (UNTIL JAN. 2024)40.000.00Yes (X)Yes (X)$385,945$0$80,975
JOHN BROADMEADOW
PRESIDENT (FROM MAY 2024)2.500.00Yes (X)Yes (X)$0$0$0
ALAN F DEFOREST
CHAIRMAN2.500.00Yes (X)Yes (X)$0$0$0
ROBERTA HANEY
VICE CHAIR2.500.00Yes (X)Yes (X)$0$0$0
PHILIP SOUCY
VICE CHAIRMAN2.500.00Yes (X)Yes (X)$0$0$0
ANTHONY AGNITTI
TRUSTEE2.500.00Yes (X)$0$0$0
TREVOR ALBERTSON
TRUSTEE2.500.00Yes (X)$0$0$0
JOHN BERGQUIST
TRUSTEE2.500.00Yes (X)$0$0$0
MARK BOWMAN
TRUSTEE2.500.00Yes (X)$0$0$0
JOHN COLLINS
TRUSTEE2.500.00Yes (X)$0$0$0
LAWRENCE COSTA
TRUSTEE2.500.00Yes (X)$0$0$0
ISABELLE DESJARDINS
TRUSTEE2.500.00Yes (X)$0$0$0
PHILIP DOWN
TRUSTEE2.500.00Yes (X)$0$0$0
PATRICIA ELMER
TRUSTEE2.500.00Yes (X)$0$0$0
ALFRED GOBEILLE
TRUSTEE2.500.00Yes (X)$0$0$0
MAXINE GRAD
TRUSTEE2.500.00Yes (X)$0$0$0
JOHN KOZIOL
TRUSTEE2.500.00Yes (X)$0$0$0
JOAN LAFRANCE
TRUSTEE2.500.00Yes (X)$0$0$0
LARRY LANG
TRUSTEE2.500.00Yes (X)$0$0$0
WILLIAM LASKY
TRUSTEE2.500.00Yes (X)$0$0$0
BLAIR LAVOIE
TRUSTEE2.500.00Yes (X)$0$0$0
FRANCISCO LEIJA
TRUSTEE2.500.00Yes (X)$0$0$0
PAMELA LITTLE
TRUSTEE2.500.00Yes (X)$0$0$0
JESUS MANGUAL
TRUSTEE2.500.00Yes (X)$0$0$0
VINCENT MCDERMOTT
TRUSTEE2.500.00Yes (X)$0$0$0
DAVID NOLL
TRUSTEE2.500.00Yes (X)$0$0$0
DAVID ORFAO
TRUSTEE2.500.00Yes (X)$0$0$0
MICHAEL PALMER
TRUSTEE2.500.00Yes (X)$0$0$0
DAVID PIERCE
TRUSTEE2.500.00Yes (X)$0$0$0
E MILES PRENTICE
TRUSTEE2.500.00Yes (X)$0$0$0
BENJAMIN PRICE
TRUSTEE2.500.00Yes (X)$0$0$0
WILLIAM PRIESMEYER
TRUSTEE2.500.00Yes (X)$0$0$0
LANDERS SYMES
TRUSTEE2.500.00Yes (X)$0$0$0
PATRICIA TRACEY
TRUSTEE2.500.00Yes (X)$0$0$0
ROBERT YOUNG
TRUSTEE2.500.00Yes (X)$0$0$0
JAMIE COMOLLI
ASSISTANT SECRETARY40.000.00Yes (X)$71,257$0$6,095
KAREN GAINES
PROVOST40.000.00Yes (X)$249,044$0$41,270
DANIELLE PELCZARSKI
SENIOR VP AND CHIEF OF STAFF40.000.00Yes (X)$188,246$0$15,313
WILLIAM MCCULLOUGH
COMMANDANT/VP STUDENT AFFAIRS40.000.00Yes (X)$127,661$0$51,005
JAMES DUNKELMAN
VP ADMIN & FINANCE40.000.00Yes (X)$174,224$0$0
GEORGE SILOWASH
CHIEF INFORMATION SECURITY OFFICER40.000.00$157,314$0$10,841Yes (X)
ELIZABETH POTSKOWSKI
VP DEVELOPMENT40.000.00$189,095$0$15,029Yes (X)
PHILIP SUSMANN
VP STRATEGIC PTNRSHP/PRES NUARI4.0036.00$0$292,091$50,813Yes (X)
HUW READ
PROFESSOR OF INFORMATION ASSURANCE40.000.00$172,248$0$49,503Yes (X)
FRANK VANECEK
PROFESSOR OF INFORMATION TECH.40.000.00$180,523$0$16,299Yes (X)
JESSICA WOOD
DIR & ASST. PROF OF NURSING40.000.00$188,818$0$43,058Yes (X)
MICHAEL BATTIG
PROFESSOR40.000.00$166,159$0$48,872Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,250,534TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$292,091TotReportableCompRltdOrgAmt
Total Other Compensation$429,073TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K74IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
VIRGINIA POLYTECHNICAL INSTITUTE AND STA
800 WASHINGTON ST SWBLACKSBURGVA24061GRANT SUBAWARD$4,693,006
NORWICH UNIVERSITY APPLIED RESEARCH INST
PO BOX 30NORTHFIELDVT05663GRANT SUBAWARD$3,993,726
TEXAS A&M UNIVERSITY
400 HARVEY MITCHELL PKWY S SUITE 3COLLEGE STATIONTX77845GRANT SUBAWARD$1,948,187
VMI RESEARCH LABORATORIES INC
319 LETCHER AVENUELEXINGTONVA24450GRANT SUBAWARD$1,936,296
UNIVERSITY OF NORTH GEORGIA
82 COLLEGE CIRCLEDAHLONEGAGA30597GRANT SUBAWARD$1,851,567
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K33CntrctRcvdGreaterThan100KCnt
Membership Dues$26,323MembershipDuesAmt
Fundraising$276,809FundraisingAmt
Government Grants$27,081,434GovernmentGrantsAmt
All Other Contributions$16,104,812AllOtherContributionsAmt
Noncash Contributions$419,436NoncashContributionsAmt
Total Contributions$43,489,378TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION AND FEES611310$113,850,643$113,850,643
ROOM AND BOARD611310$24,108,712$24,108,712
AUXILIARY SERVICES611310$4,556,758$4,552,908$3,850
FieldValueIRS element (for citing)
Total Program Service Revenue$142,516,113TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,805,469TotalRevenueColumnAmt
Unrelated Business Revenue$586UnrelatedBusinessRevenueAmt
Exclusion$4,804,883ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,535TotalRevenueColumnAmt
Exclusion$14,535ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$703,531RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$439,508RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$264,023RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$264,023TotalRevenueColumnAmt
Exclusion$264,023ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$23,763,905SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$16,097,925SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$7,665,980SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,665,980TotalRevenueColumnAmt
Exclusion$7,665,980ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$315,598FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$276,809ContriRptFundraisingEventAmt
Fundraising Direct Expenses$305,102FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,496TotalRevenueColumnAmt
Exclusion$10,496ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescSTUDENT LOAN INTERESTDesc
Business900099BusinessCd
Total Revenue Column$140,599TotalRevenueColumnAmt
Related Or Exempt Func Income$140,599RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$140,599OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$198,906,593TotalRevenueColumnAmt
Related Or Exempt Func Income$142,652,862RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$4,436UnrelatedBusinessRevenueAmt
Exclusion$12,759,917ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$16,409,794TotalAmt
Program Services$16,409,794ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$66,560,360TotalAmt
Program Services$66,560,360ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$46,695TotalAmt
Program Services$46,695ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,748,725TotalAmt
Program Services$533,081ProgramServicesAmt
Management And General$921,265ManagementAndGeneralAmt
Fundraising$294,379FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$51,069,270TotalAmt
Program Services$41,353,614ProgramServicesAmt
Management And General$7,651,058ManagementAndGeneralAmt
Fundraising$2,064,598FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,615,108TotalAmt
Program Services$2,117,598ProgramServicesAmt
Management And General$391,788ManagementAndGeneralAmt
Fundraising$105,722FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,800,230TotalAmt
Program Services$2,267,501ProgramServicesAmt
Management And General$419,523ManagementAndGeneralAmt
Fundraising$113,206FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,387,317TotalAmt
Program Services$2,742,898ProgramServicesAmt
Management And General$507,479ManagementAndGeneralAmt
Fundraising$136,940FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,300,666TotalAmt
Program Services$1,162,390ProgramServicesAmt
Management And General$138,276ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$438,501TotalAmt
Management And General$438,501ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$132,405TotalAmt
Management And General$132,405ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$10,557TotalAmt
Management And General$10,557ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,673,199TotalAmt
Management And General$1,673,199ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,929,406TotalAmt
Program Services$3,115,617ProgramServicesAmt
Management And General$473,436ManagementAndGeneralAmt
Fundraising$340,353FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,241,570TotalAmt
Program Services$180,206ProgramServicesAmt
Management And General$1,061,364ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$563,470TotalAmt
Program Services$342,686ProgramServicesAmt
Management And General$154,075ManagementAndGeneralAmt
Fundraising$66,709FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,485,834TotalAmt
Program Services$981,455ProgramServicesAmt
Management And General$2,379,502ManagementAndGeneralAmt
Fundraising$124,877FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,341,340TotalAmt
Program Services$3,331,494ProgramServicesAmt
Management And General$8,693ManagementAndGeneralAmt
Fundraising$1,153FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,654,416TotalAmt
Program Services$3,066,895ProgramServicesAmt
Management And General$451,808ManagementAndGeneralAmt
Fundraising$135,713FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$67,222TotalAmt
Program Services$59,773ProgramServicesAmt
Management And General$327ManagementAndGeneralAmt
Fundraising$7,122FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$3,029,885TotalAmt
Program Services$2,880,763ProgramServicesAmt
Management And General$149,122ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,263,899TotalAmt
Program Services$8,808,025ProgramServicesAmt
Management And General$455,874ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,438,118TotalAmt
Management And General$1,438,118ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
FOOD SERVICE$7,509,812$7,288,818$208,438$12,556
SUPPLIES$2,038,505$1,653,948$371,650$12,907
REPAIRS AND MAINTENANCE$1,800,387$1,770,971$27,126$2,290
OUTSOURCED ADMISSIONS$1,658,288$1,658,288

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$7,281,033TotalAmt
Program Services$5,255,839ProgramServicesAmt
Management And General$1,878,452ManagementAndGeneralAmt
Fundraising$146,742FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$198,496,012TotalAmt
Program Services$173,588,709ProgramServicesAmt
Management And General$21,342,036ManagementAndGeneralAmt
Fundraising$3,565,267FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$20,543,794BOYAmt
EOY$30,920,176EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,644,918BOYAmt
EOY$6,123,512EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,927,872BOYAmt
EOY$13,760,031EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$2,487,623BOYAmt
EOY$1,724,642EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,850,134BOYAmt
EOY$1,979,198EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,576,270BOYAmt
EOY$2,245,370EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$335,419,293LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$170,659,830LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$167,945,940BOYAmt
EOY$164,759,463EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$88,062,524BOYAmt
EOY$92,645,398EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$174,867,263BOYAmt
EOY$187,896,815EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$13,903,701BOYAmt
EOY$15,556,695EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$487,810,039BOYAmt
EOY$517,611,300EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,539,670BOYAmt
EOY$5,821,368EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$5,940,848BOYAmt
EOY$5,728,763EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$68,432,121BOYAmt
EOY$65,045,965EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$2,376,651BOYAmt
EOY$1,822,107EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$15,233,585BOYAmt
EOY$12,515,626EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$95,522,875BOYAmt
EOY$90,933,829EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$176,286,970BOYAmt
EOY$193,992,446EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$216,000,194BOYAmt
EOY$232,685,025EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$392,287,164BOYAmt
EOY$426,677,471EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$487,810,039BOYAmt
EOY$517,611,300EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$410,581ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$29,164,536NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$4,815,190OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,859,364CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,214,598CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,830,528CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$27,562,974CurrentTaxYearMinus1YearAmt
Current Tax Year$43,489,378CurrentTaxYearAmt
Total$137,956,842TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,859,364CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,214,598CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,830,528CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$27,562,974CurrentTaxYearMinus1YearAmt
Current Tax Year$43,489,378CurrentTaxYearAmt
Total$137,956,842TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,871,013SubstantialContributorsTotAmt
Public Support Total170$135,085,829PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,535,717CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,194,469CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,169,139CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,069,641CurrentTaxYearMinus1YearAmt
Current Tax Year$5,523,535CurrentTaxYearAmt
Total$18,492,501TotalAmt
FieldValueIRS element (for citing)
Total Support$156,449,343TotalSupportAmt
Gross Receipts Rltd Activities$742,087,974GrossReceiptsRltdActivitiesAmt
Public Support CY1700.86340PublicSupportCY170Pct
Public Support PY1700.86180PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$10,577OtherActivitiesAmt
Total Lobbying Expenditures$10,577TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationNORWICH 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 $10,577.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$271,823,104BeginningYearBalanceAmt
Contributions$4,447,681ContributionsAmt
Investment Earnings Or Losses$41,426,238InvestmentEarningsOrLossesAmt
Grants Or Scholarships$12,039,665GrantsOrScholarshipsAmt
Other Expenditures$13,284,879OtherExpendituresAmt
Administrative Expenses$1,673,199AdministrativeExpensesAmt
End Year Balance$290,699,280EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$292,956,988BeginningYearBalanceAmt
Contributions$5,400,168ContributionsAmt
Investment Earnings Or Losses-$3,345,716InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,380,565GrantsOrScholarshipsAmt
Other Expenditures$15,784,088OtherExpendituresAmt
Administrative Expenses$1,023,683AdministrativeExpensesAmt
End Year Balance$271,823,104EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$338,240,724BeginningYearBalanceAmt
Contributions$4,727,117ContributionsAmt
Investment Earnings Or Losses-$38,208,664InvestmentEarningsOrLossesAmt
Grants Or Scholarships$5,318,298GrantsOrScholarshipsAmt
Other Expenditures$5,472,762OtherExpendituresAmt
Administrative Expenses$1,011,129AdministrativeExpensesAmt
End Year Balance$292,956,988EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$224,549,886BeginningYearBalanceAmt
Contributions$4,652,080ContributionsAmt
Investment Earnings Or Losses$121,313,475InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,964,889GrantsOrScholarshipsAmt
Other Expenditures$6,408,065OtherExpendituresAmt
Administrative Expenses$1,901,763AdministrativeExpensesAmt
End Year Balance$338,240,724EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$221,547,427BeginningYearBalanceAmt
Contributions$2,196,086ContributionsAmt
Investment Earnings Or Losses$15,493,780InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,762,328GrantsOrScholarshipsAmt
Other Expenditures$9,105,247OtherExpendituresAmt
Administrative Expenses$819,832AdministrativeExpensesAmt
End Year Balance$224,549,886EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.28260BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.71730PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00010TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,051,510OtherCostOrOtherBasisAmt
Book Value$1,051,510BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$248,682,600OtherCostOrOtherBasisAmt
Depreciation$111,807,489DepreciationAmt
Book Value$136,875,111BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$45,960,353OtherCostOrOtherBasisAmt
Depreciation$41,648,759DepreciationAmt
Book Value$4,311,594BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$39,724,830OtherCostOrOtherBasisAmt
Depreciation$17,203,582DepreciationAmt
Book Value$22,521,248BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$164,759,463TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
EQUITY ALTERNATIVE INVESTMENTS$96,189,501F
OTHER ALTERNATIVE INVESTMENTS$1,074,766F
HEDGE FUND ALTERNATIVE INVESTMENTS$29,783,361F
PRIVATE EQUITY ALTERNATIVE INVESTMENTS$60,788,850F
REAL ASSET FUNDS$60,337F
FieldValueIRS element (for citing)
Total Book Value Securities$187,896,815TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
GOVERNMENT ADVANCES & STUDENT LOANS$2,282,751
ACCRUED LIABILITIES$4,943,410
DISCOUNT ON LIFE INCOME FUNDS$2,029,134
SWAP VALUATION$3,260,331
FieldValueIRS element (for citing)
Total Liability$12,515,626TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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. THE ANNUAL ENDOWMENT DISTRIBUTION IS SPLIT EVENLY BETWEEN UNIVERSITY SCHOLARSHIPS AND THE UNIVERSITY GENERAL FUND. ENDOWMENT FUNDS ALSO SUPPORT ACADEMIC ENRICHMENT, FACULTY DEVELOPMENT, STUDENT LOANS, MARGIN OF EXCELLENCE PROGRAMS, AND NUMEROUS OTHER ACTIVITIES. THE BOARD DEEMED IT APPROPRIATE TO APPROVE AN ADDITIONAL DRAW PERCENTAGE FROM THE ENDOWMENT, TO HELP SUPPORT THE UNIVERSITY DURING TEMPORARY ENROLLMENT CHALLENGES.
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

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE 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 6THE 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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (13 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxtOfficesOfficesCntEmployeeEmployeeCnt
CENTRAL AMERICA & THE CARIBBEANINVESTMENTS$79,234,585
SUB-SAHARAN AFRICAINVESTMENTS$1,792,917
EAST ASIA & THE PACIFICPROGRAM SERVICES$19,850STUDY ABROAD
EUROPEPROGRAM SERVICES$392,936STUDY ABROAD15
RUSSIA AND NEIGHBORING STATESPROGRAM SERVICES$23,361STUDY ABROAD
CENTRAL AMERICA & THE CARIBBEANGRANTMAKING$3,300GRANT TO AN ORGANIZATION
SOUTH ASIAGRANTMAKING$24,895GRANT TO AN ORGANIZATION
EAST ASIA & THE PACIFICGRANTMAKING$1,000SCHOLARSHIPS
NORTH AMERICAGRANTMAKING$500SCHOLARSHIPS
SOUTH AMERICAGRANTMAKING$1,000SCHOLARSHIPS
EUROPEGRANTMAKING$16,000SCHOLARSHIPS
SUB-SAHARAN AFRICAPROGRAM SERVICES$2,166STUDY ABROAD
SOUTH AMERICAPROGRAM SERVICES$14,595STUDY ABROAD
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees5SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee5TotalEmployeeCnt
Subtotal Spent$81,492,844SubtotalSpentAmt
Continuation Spent$34,261ContinuationSpentAmt
Total Spent$81,527,105TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionSOUTH ASIARegionTxt
Purpose Of GrantHUMANITARIANPurposeOfGrantTxt
Cash Grant$24,885CashGrantAmt
Manner Of Cash DisbursementWIREMannerOfCashDisbursementTxt
Non Cash Assistance$0NonCashAssistanceAmt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
SCHOLARSHIPSEAST ASIA & THE PACIFIC1$1,000TUITION SCHOLARSHIP
SCHOLARSHIPSEUROPE16$16,000TUITION SCHOLARSHIP
SCHOLARSHIPSNORTH AMERICA1$500TUITION SCHOLARSHIP
SCHOLARSHIPSSOUTH AMERICA1$1,000TUITION SCHOLARSHIP
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationNORWICH 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.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BRIAN BILL GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$275,949GrossReceiptsEvent1Amt
Charitable Contri Event1$154,837CharitableContriEvent1Amt
Gross Revenue Event1$121,112GrossRevenueEvent1Amt
Cash Prizes Event1$30CashPrizesEvent1Amt
Non Cash Prizes Event1$15,997NonCashPrizesEvent1Amt
Rent Facility Costs Event1$38,750RentFacilityCostsEvent1Amt
Food And Beverage Event1$32,228FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$45,101OtherDirectExpensesEvent1Amt
Event2FINS AND FEATHERSEvent2Nm
Gross Receipts Event2$208,998GrossReceiptsEvent2Amt
Charitable Contri Event2$68,217CharitableContriEvent2Amt
Gross Revenue Event2$140,781GrossRevenueEvent2Amt
Non Cash Prizes Event2$15,631NonCashPrizesEvent2Amt
Rent Facility Costs Event2$40,405RentFacilityCostsEvent2Amt
Food And Beverage Event2$21,758FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$39,465OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$107,460GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$53,755CharitableContriOtherEventsAmt
Gross Revenue Other Events$53,705GrossRevenueOtherEventsAmt
Cash Prizes Other Events$3,000CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$312NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$21,911RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$16,617FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$13,897OthDirectExpnssOtherEventsAmt
Gross Receipts Total$592,407GrossReceiptsTotalAmt
Charitable Contributions Tot$276,809CharitableContributionsTotAmt
Gross Revenue Total Events$315,598GrossRevenueTotalEventsAmt
Cash Prizes Total Events$3,030CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$31,940NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$101,066RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$70,603FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$98,463OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$305,102DirectExpenseSummaryEventsAmt
Net Income Summary$10,496NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (17 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
VILLAGE OF NORTHFIELD
51 SOUTH MAIN STREETNORTHFIELDVT05663036000607170(B)(1)(A)(V)$233,970$0N/AN/AEMERGENCY ASSISTANCE
FORSYTH TECHNICAL COMMUNITY COLLEGE
2100 SILAS CREEK PARKWAYWINSTONSALEMNC27103561070364501(C)(3)$14,242$0N/AN/ATO MANAGE A COALITION OF NINE INSTITUTIONS OF HIGHER LEARNING TO DEVELOP THE NCAE-C CAREERS PREPARATION NATIONAL CENTER (CPNC)
IQ4 CORPORATION
300 TICE BOULEVARDWOODCLIFF LAKENJ07677813778692$37,600$0N/AN/ATO MANAGE A COALITION OF NINE INSTITUTIONS OF HIGHER LEARNING TO DEVELOP THE NCAE-C CAREERS PREPARATION NATIONAL CENTER (CPNC)
MONTREAT COLLEGE
310 GAITHER CIRCLEMONTREATNC28757560543261501(C)(3)$194,788$0N/AN/ATO MANAGE A COALITION OF NINE INSTITUTIONS OF HIGHER LEARNING TO DEVELOP THE NCAE-C CAREERS PREPARATION NATIONAL CENTER (CPNC)
NORWICH UNIVERSITY APPLIED RESEARCH INSTITUTES
PO BOX 30NORTHFIELDVT05663061669185501(C)(3)$3,594,516$0N/AN/ATO HELP DEVELOP AND DELIVER TRAINING TO ADDRESS URGENT AND EMERGING PREPAREDNESS GAPS FOR THE NATION; TO CREATE AND MANAGE A COLLABORATIVE CYBERSECURITY EDUCATIONAL PROGRAM WITH COMMUNITY COLLEGES, COLLEGES, AND UNIVERSITIES THAT ESTABLISHES STANDARDS FOR CYBERSECURITY CURRICULUM AND ACADEMIC EXCELLENCE, INCLUDES COMPETENCY DEVELOPMENT AMONG STUDENTS AND FACULTY, VALUES COMMUNITY OUTREACH AND LEADERSHIP IN PROFESSIONAL DEVELOPMENT, INTEGRATES CYBERSECURITY PRACTICE WITHIN THE INSTITUTION ACROSS ACADEMIC DISCIPLINES, ACTIVELY ENGAGES IN SOLUTIONS TO CHALLENGES FACING CYBERSECURITY EDUCATION; FOR SOFTWARE TOOLS TO SUPPORT THE SERVICE'S PLANS FOR COMMAND AND CONTROL OF THE INFORMATION ENVIRONMENT
OCHIN INC
1881 SW NAITO PARKWAYPORTLANDOR97201200195556501(C)(3)$69,630$0N/AN/ATO ENHANCE THE PARTICIPATION AND REPRESENTATION OF RESEARCHERS AND COMMUNITIES CURRENTLY UNDER-RESOURCED IN THE DEVELOPMENT OF AI/ML MODELS AND TO IMPROVE THE CAPABILITIES OF THIS EMERGING TECHNOLOGY
PURDUE UNIVERSITY
610 PURDUE MALLWEST LAFAYETTEIN47907833289520501(C)(3)$223,782$0N/AN/ATO MANAGE A COALITION OF NINE INSTITUTIONS OF HIGHER LEARNING TO DEVELOP THE NCAE-C CAREERS PREPARATION NATIONAL CENTER (CPNC)
SECURED INC
400 CONCAR DRIVESAN MATEOCA94402824516895501(C)(3)$165,594$0N/AN/ATO MANAGE A COALITION OF NINE INSTITUTIONS OF HIGHER LEARNING TO DEVELOP THE NCAE-C CAREERS PREPARATION NATIONAL CENTER (CPNC)
STEVENS INSTITUTE OF TECHNOLOGY
1 CASTLE POINT TERRACEHOBOKENNJ07030221487354501(C)(3)$173,763$0N/AN/ATO MANAGE A COALITION OF NINE INSTITUTIONS OF HIGHER LEARNING TO DEVELOP THE NCAE-C CAREERS PREPARATION NATIONAL CENTER (CPNC)
TEXAS A&M UNIVERSITY
400 BIZZELL STREETCOLLEGE STATIONTX77840742245072501(C)(3)$1,789,923$0N/AN/AFOR SOFTWARE TOOLS TO SUPPORT THE SERVICES PLANS FOR COMMAND AND CONTROL OF THE INFORMATION ENVIRONMENT
THE CITADEL
171 MOULTRIE STREETCHARLESTONSC29409576020493501(C)(3)$905,557$0N/AN/AFOR SOFTWARE TOOLS TO SUPPORT THE SERVICES PLANS FOR COMMAND AND CONTROL OF THE INFORMATION ENVIRONMENT
UNIVERSITY OF NORTH GEORGIA
82 COLLEGE CIRCLEDAHLONEGAGA30597237066297501(C)(3)$2,083,169$0N/AN/AFOR SOFTWARE TOOLS TO SUPPORT THE SERVICE'S PLANS FOR COMMAND AND CONTROL OF THE INFORMATION ENVIRONMENT; TO CREATE AND MANAGE A COLLABORATIVE CYBERSECURITY EDUCATIONAL PROGRAM WITH COMMUNITY COLLEGES, COLLEGES, AND UNIVERSITIES THAT ESTABLISHES STANDARDS FOR CYBERSECURITY CURRICULUM AND ACADEMIC EXCELLENCE, INCLUDES COMPETENCY DEVELOPMENT AMONG STUDENTS AND FACULTY, VALUES COMMUNITY OUTREACH AND LEADERSHIP IN PROFESSIONAL DEVELOPMENT, INTEGRATES CYBERSECURITY PRACTICE WITHIN THE INSTITUTION ACROSS ACADEMIC DISCIPLINES, ACTIVELY ENGAGES IN SOLUTIONS TO CHALLENGES FACING CYBERSECURITY EDUCATION
UNIVERSITY OF WASHINGTON
1410 NE CAMPUS PARKWAYSEATTLEWA98195943079432501(C)(3)$59,106$0N/AN/ATO MANAGE A COALITION OF NINE INSTITUTIONS OF HIGHER LEARNING TO DEVELOP THE NCAE-C CAREERS PREPARATION NATIONAL CENTER (CPNC)
UNIVERSITY ENTERPRISES CORPORATION
6000 J STREET SUITE 3800SACRAMENTOCA95819956067343501(C)(3)$174,205$0N/AN/ATO MANAGE A COALITION OF NINE INSTITUTIONS OF HIGHER LEARNING TO DEVELOP THE NCAE-C CAREERS PREPARATION NATIONAL CENTER (CPNC)
UNIVERSITY OF NORTH TEXAS
1155 UNION CIRCLEDENTONTX76205237232618501(C)(3)$341,254$0N/AN/ATO MANAGE A COALITION OF NINE INSTITUTIONS OF HIGHER LEARNING TO DEVELOP THE NCAE-C CAREERS PREPARATION NATIONAL CENTER (CPNC)
VMI RESEARCH LABORATORIES INC
2100 SILAS CREEK PARKWAYLEXINGTONVA24450540737652501(C)(3)$1,821,748$0N/AN/AFOR SOFTWARE TOOLS TO SUPPORT THE SERVICES PLANS FOR COMMAND AND CONTROL OF THE INFORMATION ENVIRONMENTWINSTON-SALEM NC 27103 WINSTON-SALE
VIRGINIA POLYTECHNIC INSTITUTE
902 PRICES FORK ROAD 400BLACKSBURGVA24061540721690501(C)(3)$4,526,947$0N/AN/AFOR SOFTWARE TOOLS TO SUPPORT THE SERVICE'S PLANS FOR COMMAND AND CONTROL OF THE INFORMATION ENVIRONMENT; TO CREATE AND MANAGE A COLLABORATIVE CYBERSECURITY EDUCATIONAL PROGRAM WITH COMMUNITY COLLEGES, COLLEGES, AND UNIVERSITIES THAT ESTABLISHES STANDARDS FOR CYBERSECURITY CURRICULUM AND ACADEMIC EXCELLENCE, INCLUDES COMPETENCY DEVELOPMENT AMONG STUDENTS AND FACULTY, VALUES COMMUNITY OUTREACH AND LEADERSHIP IN PROFESSIONAL DEVELOPMENT, INTEGRATES CYBERSECURITY PRACTICE WITHIN THE INSTITUTION ACROSS ACADEMIC DISCIPLINES, ACTIVELY ENGAGES IN SOLUTIONS TO CHALLENGES FACING CYBERSECURITY EDUCATION
FieldValueIRS element (for citing)
Total501c3 Org16Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient3185RecipientCnt
Cash Grant$66,560,360CashGrantAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationVIRTUALLY 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

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARK ANARUMO
PRESIDENT (UNTIL JAN. 2024)$377,072$0$0$0$8,873$0$23,661$0$57,314$0$466,920$0$0$0
PHILIP SUSMANN
VP STRATEGIC PTNRSHP/PRES NUARI$0$291,299$0$0$0$792$0$17,931$0$32,882$0$342,904$0$0
KAREN GAINES
PROVOST$248,478$0$0$0$566$0$19,125$0$22,145$0$290,314$0$0$0
JESSICA WOOD
DIR & ASST. PROF OF NURSING$188,620$0$0$0$198$0$9,977$0$33,081$0$231,876$0$0$0
HUW READ
PROFESSOR OF INFORMATION ASSURANCE$172,145$0$0$0$103$0$13,366$0$36,137$0$221,751$0$0$0
MICHAEL BATTIG
PROFESSOR$165,422$0$0$0$737$0$13,132$0$35,740$0$215,031$0$0$0
ELIZABETH POTSKOWSKI
VP DEVELOPMENT$188,930$0$0$0$165$0$12,793$0$2,236$0$204,124$0$0$0
DANIELLE PELCZARSKI
SENIOR VP AND CHIEF OF STAFF$187,224$0$0$0$1,022$0$14,069$0$1,244$0$203,559$0$0$0
FRANK VANECEK
PROFESSOR OF INFORMATION TECH.$176,790$0$0$0$3,733$0$13,377$0$2,922$0$196,822$0$0$0
WILLIAM MCCULLOUGH
COMMANDANT/VP STUDENT AFFAIRS$127,454$0$0$0$207$0$9,559$0$41,446$0$178,666$0$0$0
JAMES DUNKELMAN
VP ADMIN & FINANCE$172,670$0$0$0$1,554$0$0$0$0$0$174,224$0$0$0
GEORGE SILOWASH
CHIEF INFORMATION SECURITY OFFICER$157,122$0$0$0$192$0$7,767$0$3,074$0$168,155$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1AFormAndLineReferenceDesc
ExplanationBOTH 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, 2023 IN THE AMOUNTS OF $54,660 OF $40,920 RESPECTIVELY ARE INCLUDED IN FORM 990 AS PART OF THEIR NONTAXABLE BENEFITS.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingIndCUSIPCUSIPNum
VERMONT EDUCATIONAL & HEALTH BUILDINGS FINANCING AGENCY
A2371544672017-12-28$60,490,068REFINANCE 2008 CONSTRUCTION BONDS000
VERMONT EDUCATIONAL & HEALTH BUILDINGS FINANCING AGENCY
B2371544672013-12-23$24,515,000CONSTRUCTION FINANCING000924166FP1

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapitalized InterestCapitalizedInterestAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmt
A$13,990,068$60,490,068$60,490,0682009Yes (1)0Yes (1)Yes (1)
B$5,505,000$24,515,000$580,230201400Yes (1)Yes (1)$516,563$457,908$22,960,299

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0Yes (1)Yes (1)Yes (1)00.020000.000000.0200000Yes (1)
B00000.000000.000000.0000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
TD SECURITIES
A000Yes (1)Yes (1)Yes (1)30.0000000000000000Yes (1)
(no name)
B000Yes (1)0000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE K, PART IV, ARBITRAGE, LINE 2C:FormAndLineReferenceDesc
ExplanationISSUER 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

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$4,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution16ContributionCnt
Noncash Contributions Rpt F990$241,170NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)PRIZES132$154,499FMV
Yes (X)EVENT SUPPLIES28$19,767FMV
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationCOLUMN (B) REPORTS THE NUMBER OF ITEMS CONTRIBUTED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1, PART III, LINE 1NORWICH 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 11BTHE FORM 990 IS PREPARED BY NORWICH UNIVERSITY'S TAX ADVISORS WITH INFORMATION PROVIDED BY THE UNIVERSITY'S CHIEF FINANCIAL OFFICER AND THE UNIVERSITY'S CONTROLLER. THE BOARD OF TRUSTEES AUDIT COMMITTEE REVIEWS AND COMMENTS ON THE FORM 990 WITH SCHEDULE B - SCHEDULE OF CONTRIBUTORS - REDACTED. ONCE IT IS APPROVED BY THE COMMITTEE, THE FORM 990 WITH THE SCHEDULE B REDACTED IS PROVIDED TO THE FULL BOARD. AFTER IT IS APPROVED BY THE FULL BOARD, IT IS SUBMITTED TO THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 15THE 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 IN 2023. 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 19NORWICH 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 2MR. 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 5,819,108. RELATED ENTITY EXPENSES -5,057,459. CHANGE IN INTEREST RATE SWAP VALUATION 2,186,577. CHANGE IN SPLIT INTEREST AGREEMENTS 885,927. GAIN FROM BENEFICIAL INTEREST IN PERPETUAL TRUST 981,037.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1NORWICH UNIVERSITY APPLIED RESEARCH INSTITUTESBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 30AddressLine1Txt
CityNORTHFIELDCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05663ZIPCd
FieldValueIRS element (for citing)
EIN061669185EIN
Primary ActivitiesAPPLIED RESEARCH TO ENHANCE NATIONAL SECURITYPrimaryActivitiesTxt
Legal Domicile StateVTLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 10PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NORWICH UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER UNITRUST
CHARITABLE REMAIDER UNITRUSTNYN/AT0
CHARITABLE TRUST
CHARITABLE TRUSTVTN/AT0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
NORWICH UNIVERSITY APPLIED RESEARCH INSTITUTES
J$152,643CASH
CHARITABLE TRUST
A$427,817CASH
NORWICH UNIVERSITY APPLIED RESEARCH INSTITUTES
L$363,083CASH
NORWICH UNIVERSITY APPLIED RESEARCH INSTITUTES
M$3,469,035CASH
NORWICH UNIVERSITY APPLIED RESEARCH INSTITUTES
C$200,000CASH

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