Civic Intelligence

Roberts Wesleyan University

990T • Fiscal year 2021 • EIN 16-0743126

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

Organization Profilewww.roberts.edu

View Organization Page

2301 Westside DriveRochester, NY 14624

(585) 594-6000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $83,259,275Liabilities 2010: $10,542,120Net Assets 2010: $72,717,1552010Assets 2011: $91,262,065Liabilities 2011: $12,514,106Net Assets 2011: $78,747,9592011Assets 2012: $97,866,206Liabilities 2012: $13,328,192Net Assets 2012: $84,538,0142012Assets 2013: $100,314,108Liabilities 2013: $13,717,994Net Assets 2013: $86,596,1142013Assets 2014: $105,696,025Liabilities 2014: $16,430,378Net Assets 2014: $89,265,6472014Assets 2015: $121,649,618Liabilities 2015: $29,832,065Net Assets 2015: $91,817,5532015Assets 2016: $122,915,511Liabilities 2016: $34,946,619Net Assets 2016: $87,968,8922016Assets 2017: $120,178,548Liabilities 2017: $33,326,803Net Assets 2017: $86,851,7452017Assets 2018: $124,340,032Liabilities 2018: $31,656,407Net Assets 2018: $92,683,6252018Assets 2019: $123,366,699Liabilities 2019: $32,094,127Net Assets 2019: $91,272,5722019Assets 2020: $127,150,162Liabilities 2020: $30,619,045Net Assets 2020: $96,531,1172020Assets 2021: $137,309,598Liabilities 2021: $31,475,567Net Assets 2021: $105,834,0312021Assets 2022: $131,385,408Liabilities 2022: $29,017,225Net Assets 2022: $102,368,1832022Assets 2023: $129,173,701Liabilities 2023: $30,215,616Net Assets 2023: $98,958,0852023

Latest loaded filing

2023

Assets$129,173,701
Liabilities$30,215,616
Net Assets$98,958,085
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80M$60M$40M$20M$0-$20MExpenses 2010: $44,570,9682010Expenses 2011: $44,701,1942011Revenue 2012: $54,891,113Expenses 2012: $47,445,465Net Income 2012: $7,445,6482012Expenses 2013: $47,879,4182013Revenue 2014: $49,089,249Expenses 2014: $48,875,643Net Income 2014: $213,6062014Revenue 2015: $54,848,519Expenses 2015: $50,950,525Net Income 2015: $3,897,9942015Revenue 2016: $49,747,900Expenses 2016: $52,642,071Net Income 2016: -$2,894,1712016Revenue 2017: $52,715,963Expenses 2017: $55,101,888Net Income 2017: -$2,385,9252017Revenue 2018: $54,323,884Expenses 2018: $55,127,417Net Income 2018: -$803,5332018Revenue 2019: $53,570,361Expenses 2019: $56,145,905Net Income 2019: -$2,575,5442019Revenue 2020: $62,533,958Expenses 2020: $57,415,086Net Income 2020: $5,118,8722020Revenue 2021: $58,483,449Expenses 2021: $56,412,863Net Income 2021: $2,070,5862021Revenue 2022: $61,007,244Expenses 2022: $59,069,137Net Income 2022: $1,938,1072022Revenue 2023: $54,754,589Expenses 2023: $59,822,165Net Income 2023: -$5,067,5762023

Latest loaded filing

2023

Revenue$54,754,589
Expenses$59,822,165
Net Income-$5,067,576
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v1.1
Mission and Program Overview

Mission

As a community of learners committed to historic Christianity, Roberts Wesleyan College seeks to prepare thoughtful, spiritually mature, service-oriented people who will help transform society.

Filing and Contact Details

Filer

Filer Name
Roberts Wesleyan College
EIN
16-0743126
In Care Of
% LAURIE J LEO
Phone
5855946000
Address
2301 WESTSIDE DRIVE, ROCHESTER, NY 14624

Signing Officer

Name
Deana L Porterfield
Title
CFO
Phone
5855946861
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
200 E Main St Suite 700, Fort Wayne, IN 46802
Preparer
Lauren R Denton
Phone
2604604000
Raw XML Appendix97 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS1120ScheduleD/DisposeInvestmentQOFInd0false
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt020
IRS1120ScheduleD/NetCapitalGainAmt01094
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt01094
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt020
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt01094
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt01094
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt020
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt020
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt01094
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt01094
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0LT GAIN
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt01094
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt01094
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt020
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt020
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0ST GAIN
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt020
IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt020
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BalanceDueAmt03160
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LAURIE J LEO
IRS990T/BooksInCareOfDetail/PhoneNum05855946000
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt02301 WESTSIDE DRIVE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd014624
IRS990T/BookValueAssetsEOYAmt0137309598
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/CharitableContributionsDedAmt01746
IRS990T/ESPenaltyAmt070
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/CapitalGainNetIncomeAmt01114
IRS990TScheduleA/NetOperatingLossDeductionAmt04115
IRS990TScheduleA/OtherDeductionsAmt01340
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalDeductionsAmt01340
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-123
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt021926
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt022917
IRS990TScheduleA/TotUnrltTrdBusIncmAmt022917
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt021577
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt017462
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt03090
IRS990T/TaxLessCreditsAmt03090
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt03090
IRS990T/TotalTaxComputationAmt03090
IRS990T/TotalUBTIAmt014716
IRS990T/TotalUBTIBeforeNOLSpecificAmt015716
IRS990T/TotalUBTIBeforeSection199AAmt015716
IRS990T/TotalUBTIComputedAmt017462
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEANA L PORTERFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum05855946861
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERTS WESLEYAN COLLEGE
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0160743126
ReturnHeader/Filer/InCareOfNm0% LAURIE J LEO
ReturnHeader/Filer/PhoneNum05855946000
ReturnHeader/Filer/USAddress/AddressLine1Txt02301 WESTSIDE DRIVE
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014624
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 E Main St Suite 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Wayne
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046802
ReturnHeader/PreparerPersonGrp/PhoneNum02604604000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lauren R Denton
ReturnHeader/ReturnTs02021-11-15T09:38:00-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAURIE J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEO
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Summary only. Only limited summary data is available for this year.$129$30.2$99.0$54.8$59.8$5.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$131$29.0$102$61.0$59.1$1.94
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$137$31.5$106$58.5$56.4$2.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Summary only. Only limited summary data is available for this year.$127$30.6$96.5$62.5$57.4$5.12
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$123$32.1$91.3$53.6$56.1$2.58
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$124$31.7$92.7$54.3$55.1$0.80
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$120$33.3$86.9$52.7$55.1$2.39
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$123$34.9$88.0$49.7$52.6$2.89
2015Detailed filing. Detailed filing data is available for this year.$122$29.8$91.8$54.8$51.0$3.90
2014Detailed filing. Detailed filing data is available for this year.$106$16.4$89.3$49.1$48.9$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$100$13.7$86.6$47.9
2012Summary only. Only limited summary data is available for this year.$97.9$13.3$84.5$54.9$47.4$7.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$91.3$12.5$78.7$44.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$83.3$10.5$72.7$44.6