Roberts Wesleyan University
Roberts Wesleyan University maintains stable assets despite fluctuating revenues and occasional operating deficits.
EIN: 160743126 · Rochester, NY · NTEE: B430 · Updated: 2026-03-28
About Roberts Wesleyan University
Roberts Wesleyan University (EIN: 160743126) is a nonprofit organization based in Rochester, NY, classified under NTEE code B430. The organization reported total revenue of $70.2M and total assets of $122.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Roberts Wesleyan University's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Roberts Wesleyan University with a Mission Score of 75 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 15%
- programs: 80%
- fundraising: 5%
According to IRS 990 filings, Roberts Wesleyan University allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.
Executive Compensation Analysis
The IRS 990 filings consistently report 0% officer compensation, which is unusual for an organization of this size and revenue. This suggests that executive compensation might be categorized differently or not disclosed as a direct percentage of expenses, warranting further investigation for complete transparency.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Roberts Wesleyan University's IRS 990 filings:
- Consistent reporting of 0% officer compensation, which may indicate a lack of detailed disclosure regarding executive pay within the provided data.
- Occasional operating deficits, such as in 2023 where expenses exceeded revenue by over $5 million, which could impact long-term sustainability if persistent.
Strengths
The following positive indicators were identified for Roberts Wesleyan University:
- Strong and consistent asset base, exceeding $120 million in most recent years, indicating financial stability.
- Long operational history with 13 filings, suggesting established governance and operations.
- Relatively stable liabilities compared to assets, demonstrating good financial management and solvency.
Frequently Asked Questions about Roberts Wesleyan University
Is Roberts Wesleyan University a good charity?
Roberts Wesleyan University appears to be a financially stable educational institution, as evidenced by its consistent asset base (e.g., $129,173,701 in 2023) and long operational history. Its NTEE code B430 indicates a focus on higher education, aligning with its mission. The consistent reporting of 0% officer compensation in the provided data, however, raises questions about the transparency of executive pay.
How does Roberts Wesleyan University manage its expenses?
Roberts Wesleyan University generally manages its expenses in line with its revenue, though it has experienced periods of operating deficits, such as in 2023 where expenses ($59,822,165) exceeded revenue ($54,754,589). Over the past decade, expenses have ranged from approximately $48.8 million to $59.8 million, indicating a relatively controlled spending pattern.
What is the trend in Roberts Wesleyan University's assets and liabilities?
Roberts Wesleyan University has maintained a strong asset base, consistently above $100 million, reaching $129,173,701 in 2023. Liabilities have also been managed, typically ranging between $16 million and $35 million, indicating a healthy financial leverage and solvency.
Filing History
IRS 990 filing history for Roberts Wesleyan University showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Roberts Wesleyan University's revenue has grown by 12.5%, moving from $48.6M to $54.8M. Total assets increased by 41.5% over the same period, from $91.3M to $129.2M. Total functional expenses rose by 33.8%, from $44.7M to $59.8M. In its most recent filing year (2023), Roberts Wesleyan University reported a deficit of $5.1M, with expenses exceeding revenue. The organization holds $30.2M in liabilities against $129.2M in assets (debt-to-asset ratio: 23.4%), resulting in net assets of $99.0M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. | |
|---|---|---|---|---|---|---|
| 2023 | $54.8M | $59.8M | $129.2M | $30.2M | — | View 990 |
| 2022 | $61.0M | $59.1M | $131.4M | $29.0M | — | View 990 |
| 2021 | $58.5M | $56.4M | $137.3M | $31.5M | — | View 990 |
| 2020 | $62.5M | $57.4M | $127.2M | $30.6M | — | View 990 |
| 2019 | $53.6M | $56.1M | $123.4M | $32.1M | — | View 990 |
| 2018 | $54.3M | $55.1M | $124.3M | $31.7M | — | View 990 |
| 2017 | $52.7M | $55.1M | $120.2M | $33.3M | — | View 990 |
| 2016 | $49.7M | $52.6M | $122.9M | $34.9M | — | View 990 |
| 2015 | $54.8M | $51.0M | $121.6M | $29.8M | — | View 990 |
| 2014 | $49.1M | $48.9M | $105.7M | $16.4M | — | View 990 |
| 2013 | $49.1M | $47.9M | $100.3M | $13.7M | — | View 990 |
| 2012 | $54.9M | $47.4M | $97.9M | $13.3M | — | View 990 |
| 2011 | $48.6M | $44.7M | $91.3M | $12.5M | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $54.8M, expenses of $59.8M, and assets of $129.2M (revenue -10.2% year-over-year).
- 2022: Revenue of $61.0M, expenses of $59.1M, and assets of $131.4M (revenue +4.3% year-over-year).
- 2021: Revenue of $58.5M, expenses of $56.4M, and assets of $137.3M (revenue -6.5% year-over-year).
- 2020: Revenue of $62.5M, expenses of $57.4M, and assets of $127.2M (revenue +16.7% year-over-year).
- 2019: Revenue of $53.6M, expenses of $56.1M, and assets of $123.4M (revenue -1.4% year-over-year).
- 2018: Revenue of $54.3M, expenses of $55.1M, and assets of $124.3M (revenue +3.1% year-over-year).
- 2017: Revenue of $52.7M, expenses of $55.1M, and assets of $120.2M (revenue +6.0% year-over-year).
- 2016: Revenue of $49.7M, expenses of $52.6M, and assets of $122.9M (revenue -9.3% year-over-year).
- 2015: Revenue of $54.8M, expenses of $51.0M, and assets of $121.6M (revenue +11.7% year-over-year).
- 2014: Revenue of $49.1M, expenses of $48.9M, and assets of $105.7M (revenue -0.1% year-over-year).
- 2013: Revenue of $49.1M, expenses of $47.9M, and assets of $100.3M (revenue -10.5% year-over-year).
- 2012: Revenue of $54.9M, expenses of $47.4M, and assets of $97.9M (revenue +12.8% year-over-year).
- 2011: Revenue of $48.6M, expenses of $44.7M, and assets of $91.3M.
Data Sources and Methodology
This transparency report for Roberts Wesleyan University is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.