THE UNIVERSITY OF RHODE ISLAND FOUNDATION & ALUMNI ENGAGEMENT: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE UNIVERSITY OF RHODE ISLAND FOUNDATION & ALUMNI ENGAGEMENT (EIN 05-6014351)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-03-10
- IRS object ID
- 202240699349300909
- Schema version
- 2020v4.2
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-10T09:03:07-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050409384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN LITWIN RENZA & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 951 NORTH MAIN STREET | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 056014351 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF RHODE ISLAND FOUNDATION & | BusinessNameLine1Txt |
| Business Name Line2 | ALUMNI ENGAGEMENT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 4018747900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 UPPER COLLEGE ROAD | AddressLine1Txt |
| City | KINGSTON | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02881 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADAM QUINLAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4018744490 | PhoneNum |
| Signature | 2022-03-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ADAM | PersonFirstNm |
| Person Last | QUINLAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK J MARTIN | PreparerPersonNm |
| PTIN | P00283486 | PTIN |
| Phone | 4012742001 | PhoneNum |
| Preparation | 2022-02-24 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ADAM QUINLAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 UPPER COLLEGE ROAD | AddressLine1Txt |
| City | KINGSTON | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02881 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $74,666,117 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.URIFAE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | RI | LegalDomicileStateCd |
| Activity Or Mission | TO INSPIRE AND STEWARD PHILANTHROPIC SUPPORT BENEFITTING THE UNIVERSITY OF RHODE ISLAND (THE "UNIVERSITY") AND TO INFORM AND ENGAGE ALUMNI AS COMMITTED PARTNERS OF THE UNIVERSITY AND ITS MISSION AND TRADITIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 112 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 112 | VotingMembersIndependentCnt |
| Total Employee | 75 | TotalEmployeeCnt |
| Total Volunteers | 144 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $49,811,251 | PYContributionsGrantsAmt |
| CY Contributions Grants | $33,736,342 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,369,832 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,446,622 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,600,090 | PYInvestmentIncomeAmt |
| CY Investment Income | $17,820,811 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $10,909 | CYOtherRevenueAmt |
| PY Total Revenue | $63,781,173 | PYTotalRevenueAmt |
| CY Total Revenue | $57,014,684 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $19,004,863 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,972,468 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,947,693 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,224,001 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,809,968 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,504,312 | PYOtherExpensesAmt |
| CY Other Expenses | $3,749,634 | CYOtherExpensesAmt |
| PY Total Expenses | $31,456,868 | PYTotalExpensesAmt |
| CY Total Expenses | $27,946,103 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $32,324,305 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $29,068,581 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $249,706,522 | TotalAssetsBOYAmt |
| Total Assets EOY | $313,161,779 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,571,967 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,637,625 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $241,134,555 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $307,524,154 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO INSPIRE AND STEWARD PHILANTHROPIC SUPPORT BENEFITTING THE UNIVERSITY OF RHODE ISLAND (THE "UNIVERSITY") AND TO INFORM AND ENGAGE ALUMNI AS COMMITTED PARTNERS OF THE UNIVERSITY AND ITS MISSION AND TRADITIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,870,056 | ExpenseAmt |
| Grant | $4,870,056 | GrantAmt |
| Revenue | $1,660,692 | RevenueAmt |
| Desc | BUILDING AND EQUIPMENT, THE UNIVERSITY OF RHODE ISLAND FOUNDATION RECEIVES GIFTS ON BEHALF OF DONORS THAT ARE RESTRICTED TO SUPPORT BUILDING AND EQUIPMENT INITIATIVES THROUGH THE UNIVERSITY CAMPUS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,688,570 | ExpenseAmt |
| Grant | $3,688,570 | GrantAmt |
| Revenue | $1,257,805 | RevenueAmt |
| Desc | PROGRAM SERVICES, THE UNIVERSITY OF RHODE ISLAND FOUNDATION RECEIVES GIFTS ON BEHALF OF DONORS THAT ARE RESTRICTED TO SUPPORT ACADEMIC PROGRAMS THROUGH THE UNIVERSITY. EXPENDITURES ARE PAID BY THE UNIVERSITY USING FOUNDATION FUNDS. PRIOR TO THE FOUNDATION FUNDING EXPENDITURES, THE UNIVERSITY PROVIDES DOCUMENTATION TO THE FOUNDATION TO ENSURE EXPENDITURES ALIGN WITH DONOR INTENDED PURPOSE. OCCASIONALLY THE FOUNDATION WILL PAY THE VENDOR DIRECTLY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,845,418 | ExpenseAmt |
| Grant | $2,845,418 | GrantAmt |
| Revenue | $970,289 | RevenueAmt |
| Desc | SCHOLARSHIPS, AWARDS AND FELLOWSHIPS, THE UNIVERSITY OF RHODE ISLAND FOUNDATION RECEIVES GIFTS ON BEHALF OF DONORS THAT ARE RESTRICTED TO THE SUPPORT OF FINANCIAL AID FOR UNIVERSITY STUDENTS. TO ENSURE COMPLIANCE WITH ALL UNIVERSITY, FEDERAL AND STATE FINANCIAL AID REQUIREMENTS, THE UNIVERSITY SELECTS THE STUDENT RECIPIENT AND MAKES THE AWARDS DIRECTLY TO STUDENTS. THE FOUNDATION PROVIDES FUNDS TO THE UNIVERSITY FOR THE FINANCIAL AID EXPENDITURES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,568,424 | ExpenseAmt |
| Grant | $4,568,424 | GrantAmt |
| Revenue | $1,557,836 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES, THE UNIVERSITY OF RHODE ISLAND FOUNDATION RECEIVES GIFTS ON BEHALF OF DONORS THAT ARE RESTRICTED TO SUPPORT NUMEROUS PROGRAMS SUCH AS OUTREACH PROGRAMS, RESEARCH, ATHLETIC, VISITING LECTURERS, FACULTY CHAIRS, LIBRARY AND ADMINISTRATIVE SUPPORT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,568,424 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $4,568,424 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,557,836 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $15,972,468 | 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 | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 75 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 112 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 112 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADAM QUINLAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4018744490 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 UPPER COLLEGE ROAD | AddressLine1Txt |
| City | KINGSTON | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02881 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (121 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ALAN G HASSENFELD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN G ZARTARIAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN H WASSERMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN SHAWN FEINSTEIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALFRED J VERRECCHIA | ||||||||
| EXEC BOARD CHAIR | 8.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ANDREA M HOPKINS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN M SPRUILL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AUDREY B HALLBERG | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARRY M GERTZ | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRADFORD REED BOSS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROL J MAKOVICH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLINE TENNANT KAULL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES H WHARTON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER J WOLFE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| COLLEEN GOUVEIA MOULTON | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CONSTANTINOS PERDIKAKIS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL G LOWNEY | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID J BUCKANAVAGE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID J MARTIRANO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEA T BELAZI | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH A IMONDI | ||||||||
| BOARD MEMBER/INVEST. COMMITTEE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS J DUFFY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANE CHASE FANNON | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANE SULLIVAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD N KAULL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD P SULLIVAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR CYNTHIA D SCULCO | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR DAVID DOOLEY | ||||||||
| EXECUTIVE BOARD, EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | 40.00 | ||
| DR HEIDI KIRK-DUFFY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR KARINA M EDMONDS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR MARGARET S LEINEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR MARIE C DIBIASIO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR MICHAEL A NULA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR WILLIAM CROASDALE III | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDMUND D CIANCIARULO JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD B DEUTSCH | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD W BOUCLIN JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC D ROITER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ESTHER EMARD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK N CARUSO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FREDERICK J NEWTON III | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GERALDINE M BARBER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG WHITEHEAD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HON WILLIAM R GUGLIETTA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JACK M PARENTE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES A HOPKINS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES C FORTE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE M STICH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY R CAMMANS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN J BROUGH JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN S STRUCK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH G FORMICOLA JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH M CONFESSORE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN Y DUFFY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH E KNOX | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH HYLANDER | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH N KERMES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN M LOPES | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA H CUNNINGHAM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAUREEN L WHITE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA A ANDERSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA A AHART | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LORNE A ADRAIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LOUIS R GIANCOLA | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LOUISE H THORSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LOUISE M MOWINCKEL | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARCIA A COSTELLO | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIBETH Q WILLIAMSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK A ROSS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK P CHARRON | ||||||||
| EXEC BOARD TREASURER & FINANCE CHAIR | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARY A GRAY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY D HIGGINS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY D MAGEE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY F CARMODY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW J LEONARD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL ANDREOZZI | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL F BRANDMEIER | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MCNALLY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NATHANIEL NAZARETH SR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NICOLE NOYA | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NORMAN G TASHASH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL M COFONI | ||||||||
| EXEC BOARD VICE CHAIR | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| PERRY A RASO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER F KOHLSAAT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER J MINIATI III | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILIP J SAULNIER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RAYMOND M MATHIEU | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RAYMOND M WILLIAMS | ||||||||
| EXEC BOARD VICE CHAIR | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RICHARD D RENDINE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD G DUNN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD J HARRINGTON | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT J PETISI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT K VINCENT | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT L CONSIDINE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT S RUSSELL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RUSSELL RUEFF | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| S KENT FANNON | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDRA PARILLO | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDY S MCCREIGHT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SAUL KAPLAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHANNON E CHANDLEY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN M CUNNINGHAM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN R FRAZIER | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SULINA M MOHANTY | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS D CERIO III | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS J SILVIA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS M CATALDO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TRUDY C COLEMAN | ||||||||
| AUDIT COMMITTEE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| V SUSAN SOSNOWSKI | ||||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VINCENT A SARNI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WENDY FIELD | ||||||||
| EXEC BOARD SECRETARY | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| WESLEY R CARD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| YAHAIRA PLACENCIA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ADAM QUINLAN | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $200,627 | $0 | $37,498 | Yes (X) | |||
| ELIZABETH O'ROURKE | ||||||||
| PRESIDENT | 40.00 | $403,995 | $0 | $48,433 | Yes (X) | |||
| WENDY BUCCI | ||||||||
| CHIEF OPERATIONS OFFICER | 40.00 | $184,636 | $0 | $29,306 | Yes (X) | |||
| CLAIRE GADROW | ||||||||
| VP FOR DEVELOPMENT | 40.00 | $240,211 | $0 | $10,206 | Yes (X) | |||
| G ERIC SCHONEWALD | ||||||||
| MANAGING DIRECTOR OF DEVELOPMENT | 40.00 | $139,373 | $0 | $34,289 | Yes (X) | |||
| JACKIE NOWELL | ||||||||
| AVP DONOR RELATIONS | 40.00 | $136,735 | $0 | $27,141 | Yes (X) | |||
| KATHARINE FLYNN | ||||||||
| EXEC. DIR. OF CORP. & FOUN | 40.00 | $150,890 | $0 | $35,463 | Yes (X) | |||
| SARAH LOBDELL | ||||||||
| AVP FOR PRINCIPAL GIFTS | 40.00 | $164,708 | $0 | $36,702 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,621,175 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $259,038 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEVEL 5 EVENTS BY THE EXPO GROUP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5931 WEST CAMPUS CIRCLE DRIVE | AddressLine1Txt |
| City | IRVING | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | DEVELOPMENT OF CREATIVE STRATEGY | ServicesDesc |
| Compensation | $147,353 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $33,736,342 | AllOtherContributionsAmt |
| Noncash Contributions | $11,297,791 | NoncashContributionsAmt |
| Total Contributions | $33,736,342 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICES FOR URI & AFFILIATES | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $5,446,622 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,446,622 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,446,622 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,163,075 | TotalRevenueColumnAmt |
| Exclusion | $4,163,075 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,289,768 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,632,032 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,657,736 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,657,736 | TotalRevenueColumnAmt |
| Exclusion | $13,657,736 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $30,310 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $19,401 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,909 | TotalRevenueColumnAmt |
| Exclusion | $10,909 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,014,684 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,446,622 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,831,720 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,972,468 | TotalAmt |
| Program Services | $15,972,468 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,201,479 | TotalAmt |
| Management And General | $1,887,200 | ManagementAndGeneralAmt |
| Fundraising | $4,314,279 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,690 | TotalAmt |
| Management And General | $127,278 | ManagementAndGeneralAmt |
| Fundraising | $258,412 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,219,234 | TotalAmt |
| Management And General | $403,166 | ManagementAndGeneralAmt |
| Fundraising | $816,068 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $417,598 | TotalAmt |
| Management And General | $137,807 | ManagementAndGeneralAmt |
| Fundraising | $279,791 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,683 | TotalAmt |
| Management And General | $40,753 | ManagementAndGeneralAmt |
| Fundraising | $8,930 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,982 | TotalAmt |
| Management And General | $97,982 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,000 | TotalAmt |
| Fundraising | $72,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,572,991 | TotalAmt |
| Management And General | $1,572,991 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,607 | TotalAmt |
| Management And General | $126,445 | ManagementAndGeneralAmt |
| Fundraising | $135,162 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $417,934 | TotalAmt |
| Management And General | $112,286 | ManagementAndGeneralAmt |
| Fundraising | $305,648 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,297 | TotalAmt |
| Management And General | $152,162 | ManagementAndGeneralAmt |
| Fundraising | $37,135 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,916 | TotalAmt |
| Management And General | $713 | ManagementAndGeneralAmt |
| Fundraising | $2,203 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,928 | TotalAmt |
| Management And General | $98,928 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,177 | TotalAmt |
| Management And General | $133,177 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $429,652 | $38,086 | $391,566 |
| DONOR CULTIVATION | $209,390 | $33,034 | $176,356 |
| CONTRIBUTIONS, SPONSORS | $156,138 | $154,038 | $2,100 |
| TEMP & STUDENT HELP | $47,880 | $37,562 | $10,318 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,059 | TotalAmt |
| Management And General | $10,059 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,946,103 | TotalAmt |
| Program Services | $15,972,468 | ProgramServicesAmt |
| Management And General | $5,163,667 | ManagementAndGeneralAmt |
| Fundraising | $6,809,968 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,256,274 | BOYAmt |
| EOY | $4,170,451 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,899,755 | BOYAmt |
| EOY | $13,711,438 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,423,965 | BOYAmt |
| EOY | $23,258,390 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,915,066 | BOYAmt |
| EOY | $114,391 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,373 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,376 | BOYAmt |
| EOY | $225,019 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,196,630 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,468,129 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,821,070 | BOYAmt |
| EOY | $1,728,501 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,821,094 | BOYAmt |
| EOY | $269,555,091 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,922 | BOYAmt |
| EOY | $395,125 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,706,522 | BOYAmt |
| EOY | $313,161,779 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $761,237 | BOYAmt |
| EOY | $821,771 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,354,664 | BOYAmt |
| EOY | $1,309,529 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,456,066 | BOYAmt |
| EOY | $3,506,325 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,571,967 | BOYAmt |
| EOY | $5,637,625 | 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 | $14,375,740 | BOYAmt |
| EOY | $15,678,055 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,758,815 | BOYAmt |
| EOY | $291,846,099 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,134,555 | BOYAmt |
| EOY | $307,524,154 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,706,522 | BOYAmt |
| EOY | $313,161,779 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $29,068,581 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $37,321,018 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,220,143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,257,064 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,685,952 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,811,251 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,747,251 | CurrentTaxYearAmt |
| Total | $153,721,661 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,220,143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,257,064 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,685,952 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,811,251 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,747,251 | CurrentTaxYearAmt |
| Total | $153,721,661 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,228,326 | SubstantialContributorsTotAmt |
| Public Support Total170 | $152,493,335 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,496,729 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,054,579 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,503,188 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,225,154 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,163,075 | CurrentTaxYearAmt |
| Total | $13,442,725 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $167,164,386 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $28,320,417 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.91220 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91170 | 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
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $72,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $72,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $27,874,103 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $27,946,103 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $72,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $72,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $72,000 | CurrentYearMinus1Amt |
| Current Year | $72,000 | CurrentYearAmt |
| Total | $288,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART 11-A, LINE 1B, LOBBYING ACTIVITIES: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION HAS HIRED PANNONE, LOPES, DEVEREAUX & WEST, LLC TO REPRESENT ITS INTEREST IN MATTERS BEFORE THE RHODE ISLAND GENERAL ASSEMBLY. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $179,037,117 | BeginningYearBalanceAmt |
| Contributions | $14,993,986 | ContributionsAmt |
| Investment Earnings Or Losses | $53,066,896 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,845,178 | OtherExpendituresAmt |
| End Year Balance | $239,252,821 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $164,776,641 | BeginningYearBalanceAmt |
| Contributions | $17,486,102 | ContributionsAmt |
| Investment Earnings Or Losses | $3,321,570 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,547,196 | OtherExpendituresAmt |
| End Year Balance | $179,037,117 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $160,055,185 | BeginningYearBalanceAmt |
| Contributions | $8,191,813 | ContributionsAmt |
| Investment Earnings Or Losses | $3,952,336 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,422,693 | OtherExpendituresAmt |
| End Year Balance | $164,776,641 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $145,563,238 | BeginningYearBalanceAmt |
| Contributions | $11,036,879 | ContributionsAmt |
| Investment Earnings Or Losses | $9,258,160 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,803,092 | OtherExpendituresAmt |
| End Year Balance | $160,055,185 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $124,629,374 | BeginningYearBalanceAmt |
| Contributions | $13,172,492 | ContributionsAmt |
| Investment Earnings Or Losses | $14,824,821 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,063,449 | OtherExpendituresAmt |
| End Year Balance | $145,563,238 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02730 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.51310 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.45960 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,855,596 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,215,500 | DepreciationAmt |
| Book Value | $1,640,096 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $341,034 | OtherCostOrOtherBasisAmt |
| Depreciation | $252,629 | DepreciationAmt |
| Book Value | $88,405 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,728,501 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED ORGANIZATIONS | $2,085,215 |
| DUE TO URI RESEARCH FOUNDATION | $1,421,110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,506,325 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $93,168,212 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $37,321,018 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $37,321,018 | RevenueNotReportedAmt |
| Revenue Subtotal | $55,847,194 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,572,991 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$405,501 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,167,490 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $57,014,684 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,778,613 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $26,778,613 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,572,991 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$405,501 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,167,490 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,946,103 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT NET ASSETS CONSIST OF OVER 1,500 INDIVIDUAL FUNDS THAT WERE ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENTS INCLUDE BOTH DONOR IMPOSED TEMPORARILY AND PERMANENTLY RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE FOUNDATION'S EXECUTIVE BOARD TO FUNCTION AS ENDOWMENT. THE FOUNDATION ADOPTED AN INVESTMENT POLICY FOR ENDOWMENTS WITH A LONG TERM INVESTMENT OBJECTIVE TO MAINTAIN AND GROW ITS PURCHASING POWER THROUGH EARNINGS. DURING THE PERIOD OF THIS RETURN (7/1/20-6/30/21),THE SPENDING RATE IS 5.55%. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE FOUNDATION OPERATES IN A MANNER CONSISTENT WITH THEIR TAX-EXEMPT STATUS AT BOTH THE STATE AND FEDERAL LEVEL. THE FOUNDATION ANNUALLY FILES IRS FORM 990 - (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THE FOUNDATION ALSO ANNUALLY FILES IRS FORM 990-T - EXEMPT ORGANIZATION'S BUSINESS INCOME TAX RETURN, FOR ALL OF ITS FOREIGN INVESTMENT DISCLOSURE REQUIREMENTS. THE FOUNDATION CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | REDUCTION IN PAYABLE TO URI RESEARCH FOUNDATION -405,501. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | REDUCTION IN PAYABLE TO URI RESEARCH FOUNDATION -405,501. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $54,468,206 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $54,468,206 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $54,468,206 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | Yes (1) | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $30,310 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $10,000 | CashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $9,401 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $30,310 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $10,000 | CashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $9,401 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $19,401 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $10,909 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | RI | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | 0 | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF RHODE ISLAND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GREEN HALL | AddressLine1Txt |
| City | KINGSTON | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02881 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 056000522 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $15,972,468 | CashGrantAmt |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELIZABETH O'ROURKE | ||||||||||||||
| PRESIDENT | $343,488 | $0 | $54,507 | $0 | $6,000 | $0 | $31,776 | $0 | $16,657 | $0 | $452,428 | $0 | $0 | $0 |
| CLAIRE GADROW | ||||||||||||||
| VP FOR DEVELOPMENT | $240,211 | $0 | $0 | $0 | $0 | $0 | $9,592 | $0 | $614 | $0 | $250,417 | $0 | $0 | $0 |
| ADAM QUINLAN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $173,900 | $0 | $26,727 | $0 | $0 | $0 | $15,999 | $0 | $21,499 | $0 | $238,125 | $0 | $0 | $0 |
| WENDY BUCCI | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $159,378 | $0 | $25,258 | $0 | $0 | $0 | $14,539 | $0 | $14,767 | $0 | $213,942 | $0 | $0 | $0 |
| SARAH LOBDELL | ||||||||||||||
| AVP FOR PRINCIPAL GIFTS | $164,708 | $0 | $0 | $0 | $0 | $0 | $15,235 | $0 | $21,467 | $0 | $201,410 | $0 | $0 | $0 |
| KATHARINE FLYNN | ||||||||||||||
| EXEC. DIR. OF CORP. & FOUN | $150,890 | $0 | $0 | $0 | $0 | $0 | $14,043 | $0 | $21,420 | $0 | $186,353 | $0 | $0 | $0 |
| G ERIC SCHONEWALD | ||||||||||||||
| MANAGING DIRECTOR OF DEVELOPMENT | $139,373 | $0 | $0 | $0 | $0 | $0 | $12,915 | $0 | $21,374 | $0 | $173,662 | $0 | $0 | $0 |
| JACKIE NOWELL | ||||||||||||||
| AVP DONOR RELATIONS | $134,735 | $0 | $2,000 | $0 | $0 | $0 | $12,459 | $0 | $14,682 | $0 | $163,876 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | ELIZABETH O'ROURKE 457B NON QUALIFIED RETIREMENT PLAN | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $400 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 33 | ContributionCnt |
| Noncash Contributions Rpt F990 | $11,266,056 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK EXCHANGE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,633 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EQUIPMENT | 6 | $28,702 | APPRAISAL |
| Yes (X) | AUCTION/EVENT ITEMS | 190 | $0 | DONOR STATED VALUE |
| 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | CURRENTLY THE FOLLOWING TRUSTEES HAVE A FAMILY RELATIONSHIP WITH EACH OTHER: MRS. LAURA H. CUNNINGHAM AND MR. STEPHEN M. CUNNINGHAM, MRS. KATHLEEN YANITY DUFFY AND MR. DENNIS J. DUFFY, MRS. CAROLINE TENNANT KAULL AND MR. DONALD N. KAULL, MS. SHANNON CHANDLEY AND MR. TOM SILVIA, S. KENT FANNON AND DIANE CHASE FANNON. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE EXTERNAL AUDITORS AND REVIEWED BY MANAGEMENT. REVISIONS, CORRECTIONS, ETC. ARE MADE AS NECESSARY. ONCE MANAGEMENT IS SATISFIED WITH THE FORM, IT IS DISTRIBUTED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, FOLLOWING EACH URI FOUNDATION ANNUAL MEETING OF TRUSTEES, INDIVIDUALS WILL BE ASKED TO DISCLOSE TO THE URI FOUNDATION ANY PERSONAL INTEREST WHICH HE/SHE MAY HAVE IN ANY MATTER PENDING BEFORE THE ORGANIZATION AND SHALL REFRAIN FROM PARTICIPATION IN ANY DECISION ON SUCH MATTER. ANNUALLY, THE URI FOUNDATION PRESIDENT AND EXECUTIVE COMMITTEE (OR GOVERNANCE COMMITTEE) SHALL REVIEW AND MONITOR THE ANNUAL DISCLOSURE FORMS AND BRING TO THE ATTENTION OF THE EXECUTIVE COMMITTEE ANY DISCLOSED PERSONAL OR PRIVATE INTERESTS OF CONCERN FOR REVIEW. IF THERE IS REASONABLE CAUSE TO BELIEVE THAT AN INTERESTED PERSON FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE PERSONAL OR PRIVATE INTEREST, HAS DISCLOSED TO A THIRD PARTY A CONFIDENTIALITY, OR HAS ENGAGED IN A PROHIBITED ACTION, THE INDIVIDUAL WILL BE GIVEN THE OPPORTUNITY TO EXPLAIN. IF, AFTER HEARING THE RESPONSE, THE EXECUTIVE COMMITTEE BELIEVES A CONFLICT EXISTS, IT SHALL TAKE APPROPRIATE CORRECTIVE ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | ANNUALLY THE EXECUTIVE COMMITTEE OF THE BOARD CONDUCTS A PERFORMANCE REVIEW AND EVALUATION OF THE PRESIDENT TO DETERMINE COMPENSATION AND BONUS FOR THE FOLLOWING YEAR. THE PRESIDENT CONDUCTS PERFORMANCE REVIEWS AND EVALUATIONS OF SENIOR LEADERSHIP AND PROVIDES COMPENSATION RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE FOR THEIR REVIEW AND APPROVAL. THIS PROCESS INVOLVES THE REVIEW OF COMPARABLE COMPENSATION OF SIMILAR POSITIONS. ANNUALLY THE BOARD APPROVES THE ANNUAL BUDGET WHICH INCLUDES THE SALARY RAISE POOL. THE PRESIDENT ESTABLISHES THE COMPENSATION OF ALL OTHER STAFF. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND BY-LAWS), ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE ORGANIZATION WILL MAIL COPIES UPON REQUEST OR PROVIDE COPIES TO THOSE WHO COME TO THE ADMINISTRATIVE OFFICE DURING NORMAL BUSINESS HOURS. |
| FORM 990, PART XII, LINE 2C | AUDIT COMMITTEE THE AUDIT COMMITTEE INCLUDES THE FOLLOWING: TRUDY COLEMAN JOHN BROUGH KYLE FLYNN CHRISTOPHER FRANKLIN ROXANNE PETTIWAY DONALD SULLIVAN ELISE VONHOUSEN GEORGE BEDARD |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF RHODE ISLAND | |||||||||
| GREEN HALL | KINGSTON | RI | 02881 | 056000522 | EDUCATIONAL FACILITY | RI | GOVERNMENT | 0 | |
| UNIVERSITY OF RHODE ISLAND RESEARCH FOUNDATION | |||||||||
| 75 LOWER COLLEGE RD | KINGSTON | RI | 02881 | 364644408 | RESEARCH FACILITY | RI | 501(C)(3) | 0 | LINE 7 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments