Nonprofit · EIN 16-0743126
ROBERTS WESLEYAN UNIVERSITY
Tax-exempt · ROCHESTER, NY 14624
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $62,623,063 | $65,565,986 | -$2,942,923 | $121,866,490 | $29,816,921 | $92,049,569 |
| June 30, 2024 | 990 | $54,537,055 | $61,568,449 | -$7,031,394 | $122,422,313 | $27,768,592 | $94,653,721 |
| June 30, 2023 | 990 | $54,754,589 | $59,822,165 | -$5,067,576 | $129,173,701 | $30,215,616 | $98,958,085 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $7,382,420
- of which government grants
- $50,152
- Program service revenue
- $51,213,487
- Investment income
- $2,759,224
- Net gain from sales of assets
- $1,196,658
- Net income from fundraising events
- -$6,482
- Other revenue
- $1,267,932
Expenses
- Grants and similar amounts paid
- $21,710,818
- Other salaries and wages
- $21,826,555
- Salaries, compensation and benefits (total)
- $24,077,481
- Professional fundraising fees
- $36,755
- Legal fees
- $326,295
- Accounting fees
- $86,992
- Occupancy
- $2,778,006
- Travel
- $772,429
- Depreciation
- $3,137,611
- Program services (functional)
- $59,294,444
- Management and general (functional)
- $5,999,280
- Fundraising (functional)
- $272,262
Balance sheet and other
- Total assets, start of year
- $122,422,313
- Total assets, end of year
- $121,866,490
- Total liabilities, end of year
- $29,816,921
- Net assets, end of year
- $92,049,569
- Land, buildings and equipment
- $68,792,112
- Publicly traded securities
- $28,740,711
- Net assets without donor restrictions
- $57,966,987
- Net assets with donor restrictions
- $34,082,582
- Gross unrelated business income
- $8,288
- Gross receipts
- $87,097,663
- Employees
- 1,093
- Volunteers
- 40
- Year formed
- 1866
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Rupert A Hayles Jr | President Officer | 40 | $236,388 | $51,490 |
| Jennifer A Aube | Professor Highest-paid employee | 40 | $130,614 | $28,317 |
| Cheryl L Repass | Professor Highest-paid employee | 40 | $123,686 | $28,441 |
| Stephen L Bovee | Chief Strategy Officer Officer | 40 | $111,673 | $32,359 |
| Kathleen B Stoklosa | Professor Highest-paid employee | 40 | $128,658 | $1,651 |
| Simao Da Silva | VP of Operations & Bus Dev Officer | 40 | $118,837 | $11,175 |
| Jason R Taylor | Professor Highest-paid employee | 40 | $119,017 | $1,256 |
| Marlene G Collins-Blair | Chief Academic Officer (Interim) (START 7/1/24) Officer | 40 | $119,380 | $318 |
| Katie L Heath | Professor Highest-paid employee | 40 | $113,644 | $1,694 |
| John P Anderson | VP for Enrollment Management (interim) (START 10/1/24) Officer | 40 | $83,327 | $27,159 |
| David W Basinger | Chief Academic Officer (retired 07/01/24) Officer | 40 | $90,177 | $5,632 |
| Rebecca G McColl | VP for Institutional Advancement (Interim) (START 7/1/24) Officer | 40 | $85,691 | $4,428 |
| Kimberley A Wiedefeld | VP for Enrollment Management (LEFT 10/1/24) Officer | 40 | $69,118 | $18,691 |
| Steven Morse | Chief Financial Officer (START 10/1/24) Officer | 40 | $53,701 | $14,918 |
| Ken Motsenbocker | Chief Financial Officer (Interim) (LEFT 10/1/24) Officer | 35 | $60,866 | $0 |
25 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Deborah K Schmidt | Trustee - Vice Chair Trustee or director, Officer | 2 | $0 |
| Janet L Balajthy | Trustee - Secretary Trustee or director, Officer | 2 | $0 |
| Kevin W Mannoia | Trustee - Vice Chair Trustee or director, Officer | 2 | $0 |
| Terry R Taber | Trustee - Chair Trustee or director, Officer | 2 | $0 |
| Barbara Rose | Trustee (LEFT 10/25/24) Trustee or director | 2 | $0 |
| Chad Goodchild | Trustee (LEFT 10/25/24) Trustee or director | 2 | $0 |
| Deborah White | Trustee (LEFT 10/25/24) Trustee or director | 2 | $0 |
| Dwight Kip M Palmer | Trustee Trustee or director | 2 | $0 |
| Emerson U Fullwood | Trustee Trustee or director | 2 | $0 |
| Eric W Logan | Trustee Trustee or director | 2 | $0 |
| Guy R Adams | Trustee Trustee or director | 2 | $0 |
| Herbert J Alexander | Trustee Trustee or director | 2 | $0 |
| Holly M Hillberg | Trustee Trustee or director | 2 | $0 |
| John M Jennings | Trustee Trustee or director | 2 | $0 |
| Julie P Grimm | Trustee Trustee or director | 2 | $0 |
| Justin J Niebel | Trustee Trustee or director | 2 | $0 |
| Melanie J French | Trustee Trustee or director | 2 | $0 |
| Pam JH Braman | Trustee Trustee or director | 2 | $0 |
| Paul A Lysander | Trustee Trustee or director | 2 | $0 |
| Ramona Graham | Trustee Trustee or director | 2 | $0 |
| Rhonda K Devan | Trustee Trustee or director | 2 | $0 |
| Rupert Hayles | Trustee Trustee or director | 2 | $0 |
| Tim R Harner | Trustee Trustee or director | 2 | $0 |
| Wayne McCown | Trustee (LEFT 10/25/24) Trustee or director | 2 | $0 |
| Wesley Jr R Skinner | Trustee Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 42 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Rupert A Hayles Jr START 0723 | President Officer | 40 | $145,236 | $16,028 |
| Laurie J Leo LEFT 0324 | Chief Financial Officer Officer | 40 | $156,938 | $3,923 |
| David W Basinger | Chief Academic Officer Officer | 40 | $143,424 | $13,594 |
| Jennifer A Aube | Professor Highest-paid employee | 40 | $121,687 | $34,625 |
| Deana L Porterfield | Former President Former | 0 | $114,700 | $40,580 |
| Alexander H Jones LEFT 0624 | VP for Institutional Advancement Officer | 40 | $126,374 | $25,498 |
| Cheryl L Repass | Professor Highest-paid employee | 40 | $121,785 | $25,262 |
| Kimberley A Wiedefeld | VP for Enrollment Management Officer | 40 | $114,842 | $31,526 |
| Rachel Adams Goertel | Professor Highest-paid employee | 40 | $118,746 | $20,903 |
| Stephen Bovee | Chief Strategy Officer Officer | 40 | $102,834 | $32,953 |
| Kristen M Brown LEFT 0324 | VP for Student Experience Officer | 40 | $121,589 | $12,149 |
| Kathleen B Stoklosa | Professor Highest-paid employee | 40 | $122,200 | $1,725 |
| Diana D Abbott | Professor Highest-paid employee | 40 | $109,174 | $2,176 |
| Benjamin Espinoza LEFT 0823 | VP Northeastern Seminary Officer | 40 | $61,065 | $18,646 |
| Simao Da Silva START 1223 | VP of Operations & Bus Dev Officer | 40 | $6,731 | $0 |
| Deborah Schmidt | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| Janet Balajthy | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| Kevin Mannoia | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| Terry Taber | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| Barbara Rose | Trustee Trustee or director | 2 | $0 | $0 |
| Caryl Wenzke LEFT 0823 | Trustee Trustee or director | 2 | $0 | $0 |
| Chad Goodchild | Trustee Trustee or director | 2 | $0 | $0 |
| David Rinker LEFT 0524 | Trustee Trustee or director | 2 | $0 | $0 |
| Deborah White | Trustee Trustee or director | 2 | $0 | $0 |
| Duncan O'Dwyer LEFT 1023 | Trustee Trustee or director | 2 | $0 | $0 |
| Dwight Kip Palmer | Trustee Trustee or director | 2 | $0 | $0 |
| Emerson Fullwood | Trustee Trustee or director | 2 | $0 | $0 |
| Eric Logan | Trustee Trustee or director | 2 | $0 | $0 |
| Guy Adams | Trustee Trustee or director | 2 | $0 | $0 |
| Herbert Alexander | Trustee Trustee or director | 2 | $0 | $0 |
| Holly Hillberg | TRUSTEE Trustee or director | 2 | $0 | $0 |
| John Jennings | Trustee Trustee or director | 2 | $0 | $0 |
| Justin Niebel START 1023 | Trustee Trustee or director | 2 | $0 | $0 |
| Linda Adams LEFT 0524 | Trustee Trustee or director | 2 | $0 | $0 |
| Mauricio Riveros LEFT 0923 | Trustee Trustee or director | 2 | $0 | $0 |
| Pam Braman | Trustee Trustee or director | 2 | $0 | $0 |
| Paul Lysander | Trustee Trustee or director | 2 | $0 | $0 |
| Ramona Graham | Trustee Trustee or director | 2 | $0 | $0 |
| Tim Harner | TRUSTEE Trustee or director | 2 | $0 | $0 |
| Wayne McCown | Trustee Trustee or director | 2 | $0 | $0 |
| Wesley Jr Skinner | Trustee Trustee or director | 2 | $0 | $0 |
| Ken Motsenbocker START 0324 | Chief Financial Officer (Interim) Officer | 35 | $0 | $0 |
990 for the year ended June 30, 2023: 38 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DEANA PORTERFIELD | PRESIDENT (LEFT 06/23) Officer | 50 | $229,475 | $50,387 |
| LAURIE LEO | CHIEF FINANCIAL OFFICER Officer | 40 | $152,367 | $2,286 |
| ALEXANDER JONES | VP FOR ADVANCEMENT Officer | 40 | $119,551 | $22,106 |
| DAVID BASINGER | CHIEF ACADEMIC OFFICER Officer | 40 | $130,753 | $10,163 |
| KIMBERLEY WIEDEFELD | VP FOR ENROLLMENT MANAGEMENT Officer | 45 | $107,074 | $26,055 |
| JENNIFER AUBE | PROFESSOR Highest-paid employee | 40 | $100,207 | $28,881 |
| CHERYL REPASS | PROFESSOR Highest-paid employee | 40 | $100,978 | $25,253 |
| KRISTEN BROWN | VP FOR STUDENT & ORG DEVELOP Officer | 40 | $107,520 | $8,681 |
| BENJAMIN ESPINOZASTART 722 | VP NORTHEASTERN SEMINARY Officer | 2 | $91,600 | $22,980 |
| MICHELE KRAYNIK | PROFESSOR Highest-paid employee | 40 | $103,125 | $2,756 |
| JASON TAYLOR | PROFESSOR Highest-paid employee | 40 | $104,213 | $1,256 |
| KATIE HEATH | ASSOCIATE PROFESSOR Highest-paid employee | 40 | $100,790 | $2,218 |
| BARBARA J ROSE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CARYL L WENZKE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHAD W GOODCHILD | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DAVID B RINKER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DEBORAH J WHITE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DEBORAH K SCHMIDT | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DUNCAN O'DWYER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| EMERSON U FULLWOOD | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ERIC W LOGAN START 1022 | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LYN BARNETT LEFT 0123 | TRUSTEE Trustee or director | 2 | $0 | $0 |
| GUY R ADAMS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| HERBERT J ALEXANDER | TRUSTEE (START 10/22) Trustee or director | 2 | $0 | $0 |
| HOLLY M HILBERG | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JANET L BALAJTHY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JOHN M JENNINGS | TRUSTEE (START 10/22) Trustee or director | 2 | $0 | $0 |
| KEVIN W MANNOIA | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| MAURICIO F RIVEROS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PAUL A LYSANDER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| RAMONA GRAHAM | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LINDA ADAMS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PAMELA BRAMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TERRY R TABER | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| TIMOTHY R HARNER | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| WAYNE G MCCOWN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| WESLEY R SKINNER JR | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DWIGHT PALMER LEFT 1022 | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2301 WESTSIDE DR, ROCHESTER, NY 14624-1933
- In care of
- % LAURIE J LEO
- Principal officer (990 for 2024)
- TERRY TABER, 2301 WESTSIDE DRIVE, ROCHESTER, NY 14624
- Signed the 990
- RUPERT A HAYLES JR, PRESIDENT
- Phone
- (585) 594-6000
- Website
- WWW.ROBERTS.EDU
- Return prepared by
- Forvis Mazars LLP
Mission
AS NEW YORK'S LEADING UNIVERSITY FOR CHARACTER EDUCATION, RWU IS A COMMUNITY OF LEARNERS COMMITTED TO HISTORIC CHRISTIANITY WHICH SEEKS TO PREPARE THOUGHTFUL, SPIRITUALLY MATURE, SERVICE-ORIENTED PEOPLE WHO WILL TRANSFORM SOCIETY.
Program accomplishments
- ROBERTS IS AN INNOVATIVE AND DISTINCTIVE CHRISTIAN UNIVERSITY OFFERING EXCELLENCE IN 50 PLUS LIBERAL ARTS AND PROFESSIONAL PROGRAMS. THE UNIVERSITY PREPARES STUDENTS FOR SERVICE TO HUMANITY IN BUSINESS, THE ARTS AND A VARIETY OF HUMAN SERVICE FIELDS. DURING THE 24-25 FISCAL YEAR, OVER 1,700 STUDENTS WERE ENROLLED.Expenses $59,294,444 · grants $21,710,818 · revenue $52,487,901
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 16-0743126
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1951
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B430)
- Assets (IRS master file)
- $121,866,490
- Income (IRS master file)
- $87,097,663
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $62,623,063 | $65,565,986 | $121,866,490 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $54,537,055 | $61,568,449 | $122,422,313 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $54,754,589 | $59,822,165 | $129,173,701 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 16-0743126).
Questions about ROBERTS WESLEYAN UNIVERSITY
- What is the EIN of ROBERTS WESLEYAN UNIVERSITY?
- The employer identification number (EIN) of ROBERTS WESLEYAN UNIVERSITY is 16-0743126.
- Is ROBERTS WESLEYAN UNIVERSITY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
- Are donations to ROBERTS WESLEYAN UNIVERSITY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROBERTS WESLEYAN UNIVERSITY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ROBERTS WESLEYAN UNIVERSITY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERTS WESLEYAN UNIVERSITY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ROBERTS WESLEYAN UNIVERSITY?
- The 990 for the year ended June 30, 2025 names TERRY TABER.
- Who are the officers and directors of ROBERTS WESLEYAN UNIVERSITY?
- The 990 for the year ended June 30, 2025 lists 40 people; 15 received compensation from the organization, the highest $236,388 (Rupert A Hayles Jr, President).
- How much revenue does ROBERTS WESLEYAN UNIVERSITY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $62,623,063, expenses of $65,565,986 and total assets of $121,866,490 at year end.
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