2023-05-11T10:18:56-05:00 2022-06-30 202253063 TANNER LLC 36 S STATE STREET SUITE 600 SALT LAKE CITY UT 84111 990 2021-07-01 841383926 WESTERN GOVERNORS UNIVERSITY WEST 4001 SOUTH 700 EAST NO 700 SALT LAKE CITY UT 84107 NADEEM SYED CHIEF FINANCIAL OFFICER 2023-05-11 1 NADEEM SYED 999009999 MARC A METCALF P00170461 8015327444 2023-05-11 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z NADEEM SYED 4001 SOUTH 700 EAST NO 700 SALT LAKE CITY UT 84107 1291423208 0 X WWW.WGU.EDU X 1997 UT TO OPERATE AND ADMINISTER AN INSTITUTION OF HIGHER LEARNING. 15 14 8256 14 6177 49707 23807168 51967900 964633332 1035664010 29117846 19966496 2560174 534454 1020118520 1108132860 44801994 65470268 0 0 589337188 572271136 0 0 5207471 360582172 423425279 994721354 1061166683 25397166 46966177 621679021 637635637 308553659 315981818 313125362 321653819 WGU'S MISSION IS TO CHANGE LIVES FOR THE BETTER BY CREATING PATHWAYS TO OPPORTUNITY. WGU DOES THIS BY OPERATING AND ADMINISTERING AN INSTITUTION OF HIGHER EDUCATION AND LEARNING. 0 0 998201587 65470268 1035664010 WESTERN GOVERNORS UNIVERSITY IS AN ONLINE, NONPROFIT, COMPETENCY-BASED UNIVERSITY WITH MORE THAN 142,000 STUDENTS NATIONWIDE AND MORE THAN 309,000 GRADUATES IN ALL 50 STATES, AS OF FEBRUARY 2023. IT WAS ESTABLISHED IN 1997 BY 19 U.S. GOVERNORS WITH A MISSION TO EXPAND ACCESS TO HIGH-QUALITY, AFFORDABLE HIGHER EDUCATION. WGU IS ACCREDITED BY THE NORTHWEST COMMISSION ON COLLEGES AND UNIVERSITIES AND OFFERS UNDERGRADUATE AND GRADUATE DEGREE PROGRAMS IN BUSINESS, INFORMATION TECHNOLOGY, HEALTHCARE/NURSING, AND K-12 EDUCATION. 998201587 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 1 1440 0 8256 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 15 14 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X NADEEM SYED 3854285130 4001 SOUTH 700 EAST NO 700 SALT LAKE CITY UT 84107 DR CHARLES SORENSON CHAIRMAN 1.00 0.00 X 0 0 0 THE HONORABLE JIM GERINGER TRUSTEE 1.00 0.00 X 0 0 0 JOHN W BLUFORD III TRUSTEE 1.00 0.00 X 0 0 0 COLE CLARK TRUSTEE 1.00 1.00 X 0 0 0 TAMMY JOHNS TRUSTEE 1.00 2.00 X 0 0 0 DAVID SIMMONS TRUSTEE 1.00 2.00 X 0 0 0 DR SAMUEL H SMITH TRUSTEE 1.00 1.00 X 0 0 0 JESSIE WOOLEY-WILSON TRUSTEE 1.00 1.00 X 0 0 0 JOE FULLER TRUSTEE 1.00 0.00 X 0 0 0 TALIA MILGROM-ELCOTT TRUSTEE 1.00 0.00 X 0 0 0 THE HONORABLE ERIC HOLCOMB TRUSTEE 1.00 0.00 X 0 0 0 THE HONORABLE JARED POLIS TRUSTEE 1.00 0.00 X 0 0 0 LENNY MENDONCA TRUSTEE 1.00 0.00 X 0 0 0 JANE SWIFT TRUSTEE 1.00 0.00 X 0 0 0 SCOTT D PULSIPHER PRESIDENT & TRUSTEE 41.00 6.00 X X 1804900 0 55038 NADEEM SYED CFO AND TREASURER 40.00 2.00 X 121951 167075 37396 DAVID GROW CHIEF OPERATING OFFICER 40.00 9.00 X 624167 0 50565 MARNI BAKER-STEIN CHIEF ACADEMIC OFFICER 40.00 0.00 X 736654 0 39481 ROBERT HUNT SR VP, GENERAL COUNSEL 40.00 1.00 X 163033 137390 54715 BONNIE PATTEE SR VP, PEOPLE & TALENT 40.00 0.00 X 242664 189536 50039 WESLEY SMITH SR VP, POLICY & PUBLIC AFFAIRS 40.00 0.00 X 355017 0 46618 MITSU FRAZIER SR VP, BUSINESS COLLEGE 40.00 0.00 X 323829 0 43709 JAN JONES-SCHENK SR VP, HEALTH PROFESSIONS COLLEGE 40.00 0.00 X 380868 0 47739 DEBORAH FOWLER SR VP, STUDENT SUCCESS 40.00 0.00 X 311714 0 53326 DAVID MORALES SR VP, TECHNOLOGY & CIO 40.00 0.00 X 522951 0 31055 MARK MILLIRON SR VP, COLLEGE 40.00 0.00 X 407655 0 46995 SCOTT NEUNER SR VP, MARKETING 40.00 0.00 X 222063 0 28690 SEAN ATKINS SR VP, BUSINESS 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2116665 25194211 27310876 1108132860 1034254000 32403 32403 1034221597 2116665 24828421 26945086 1061166683 PART V, LINE 4: THE ENDOWMENT FUNDS WILL BE USED TO FUND SCHOLARSHIPS. PART X, LINE 2: MANAGEMENT BELIEVES THE UNIVERSITY HAS TAKEN NO TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXCLUSION OF OTHER FOUNDATION'S INVESTMENT INCOME 4,803,736. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANTS AND OTHER ASSISTANCE NETTED AGAINST TUITION REVENUE IN THE FINANCIAL STATEMENTS 24,774,211. INCLUSION OF OTHER FOUNDATIONS' CONTRIBUTION INCOME INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 420,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXCLUSION OF OTHER FOUNDATIONS' MANAGEMENT AND GENERAL EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 32,403. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS AND OTHER ASSISTANCE NETTED AGAINST TUITION REVENUE IN THE FINANCIAL STATEMENTS 24,774,211. OTHER EXPENSE ADJUSTMENT 54,210. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 WESTERN GOVERNORS UNIVERSITY'S POLICY ON NONDISCRIMINATION IS PROVIDED TO ALL POTENTIAL STUDENTS. ALL MEDIA SOLICITATIONS ADHERE TO THIS POLICY WHICH IS AVAILABLE TO THE PUBLIC ON THE SCHOOL'S WEB SITE. LINE 6 - EXPLANATION OF GOVERNMENT FINANCIAL AID: WESTERN GOVERNORS UNIVERSITY RECEIVES GOVERNMENTAL AID FOR ITS MISSION PURPOSES. 1 SCHOLARSHIPS 12259 13978234 TUITION WAIVERS AND OTHER AID 33162 10795977 HEERF FUNDS 22514 40696057 PART I, LINE 2: THE SCHOLARSHIPS AND TUITION WAIVERS ARE AWARDED TO STUDENTS ATTENDING THE UNIVERSITY AND ARE APPLIED TOWARD THEIR TUITION. X 0 1 X X X X X 0 0 0 0 0 0 0 0 0 SCOTT D PULSIPHER PRESIDENT & TRUSTEE 703542 0 500000 0 601358 0 26000 0 29038 0 1859938 0 0 0 MARNI BAKER-STEIN CHIEF ACADEMIC OFFICER 468101 0 170000 0 98553 0 14272 0 25209 0 776135 0 0 0 DAVID GROW CHIEF OPERATING OFFICER 439167 0 185000 0 0 0 26000 0 24565 0 674732 0 0 0 DAVID MORALES SR VP, TECHNOLOGY & CIO 392727 0 101125 0 29099 0 3988 0 27067 0 554006 0 0 0 ASHUTOSH TIWARY SR VP, COLLEGE OF IT 357453 0 114715 0 0 0 26000 0 24289 0 522457 0 0 0 BONNIE PATTEE SR VP, PEOPLE & TALENT 226292 122536 0 67000 16372 0 22885 3115 15377 8662 280926 201313 0 0 MARK MILLIRON SR VP, COLLEGE 325260 0 82395 0 0 0 16980 0 30015 0 454650 0 0 0 JAN JONES-SCHENK SR VP, HEALTH PROFESSIONS COLLEGE 314662 0 58125 0 8081 0 24000 0 23739 0 428607 0 0 0 WESLEY SMITH SR VP, POLICY & PUBLIC AFFAIRS 271892 0 83125 0 0 0 16853 0 29765 0 401635 0 0 0 MITSU FRAZIER SR VP, BUSINESS COLLEGE 253844 0 69985 0 0 0 18500 0 25209 0 367538 0 0 0 DEBORAH FOWLER SR VP, STUDENT SUCCESS 249842 0 53225 0 8647 0 23227 0 30099 0 365040 0 0 0 ROBERT HUNT SR VP, GENERAL COUNSEL 163033 99665 0 37725 0 0 15692 8308 21534 9181 200259 154879 0 0 PATRICIA MOORE VICE PRESIDENT, ENGINEERING 276942 0 35100 0 0 0 26000 0 10510 0 348552 0 0 0 ERIC WEAVER EXECUTIVE DIRECTOR, INSTITUTE FOR VA 261492 0 37240 0 0 0 19500 0 29711 0 347943 0 0 0 GENE HAYES SR VP, REGIONAL OPERATIONS 276425 0 25000 0 0 0 11270 0 26815 0 339510 0 0 0 NADEEM SYED CFO AND TREASURER 71951 164745 50000 2330 0 0 8827 8827 9871 9871 140649 185773 0 0 SARAH DEMARK VICE PROVOST, WORKFORCE INTELLIGENCE 253621 0 42725 0 0 0 6500 0 22739 0 325585 0 0 0 JASON THOMPSON VICE PRESIDENT, DIVERSITY & INCLUSIO 253640 0 30000 0 0 0 15600 0 25209 0 324449 0 0 0 ALAN SMITH VICE PRESIDENT, ADVANCE ANALYTICS & 235575 0 53125 0 0 0 7206 0 25209 0 321115 0 0 0 SEAN ATKINS SR VP, BUSINESS COLLEGE 242019 0 0 0 0 0 26000 0 0 0 268019 0 0 0 SCOTT NEUNER SR VP, MARKETING 202063 0 20000 0 0 0 6173 0 22517 0 250753 0 0 0 PART I, LINE 1B THE ORGANIZATION PAID $44,055 DURING THE YEAR ENDED JUNE 30, 2022 TO CHAUFFEUR THE ORGANIZATION'S PRESIDENT TO AND FROM WORK. THE CORPORATION OF WESTERN GOVERNORS UNIVERSITY RELATED TAX-EXEMPT ORGANIZATION TEMPORARY TRANSFER OF FIXED ASSETS X 11000000 11000000 0 1 0 11000000 SPENCER R GROW OFFICER'S SON 28937 WAGES PAID 0 SAMANTHA DEBENHAM OFFICER'S DAUGHER 22814 WAGES PAID 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE ORGANIZATION OFFICERS AND DISTRIBUTED TO THE BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCING THE CONFLICT OF INTEREST POLICY - THE UNIVERSITY'S CONFLICT OF INTEREST POLICY IS DOCUMENTED IN THE EMPLOYEE HANDBOOK. EACH NEW EMPLOYEE IS REQUIRED TO SIGN A DECLARATION THAT THEY HAVE READ AND UNDERSTAND THE UNIVERSITY'S EMPLOYEE HANDBOOK. THE UNIVERSITY RELIES ON ITS EMPLOYEES TO SELF-MONITOR AND SELF-REPORT COMPLIANCE TO ALL EMPLOYEE POLICIES AND PROCEDURES INCLUDING CONFLICT OF INTEREST ISSUES. ANY REPORTED VIOLATIONS OF THE CONFLICT OF INTEREST POLICY ARE AGGRESSIVELY INVESTIGATED AND PROPERLY RESOLVED. FORM 990, PART VI, SECTION B, LINE 15 THE FINANCE AND COMPENSATION COMMITTEE HIRES A COMPENSATION CONSULTANT EVERY OTHER YEAR TO REVIEW THE ORGANIZATION'S COMPENSATION TO EMPLOYEES. THE MOST RECENT REVIEW WAS FOR FY21-FY22. IN ADDITION, THE ORGANIZATION PARTICIPATES IN 3 - 5 COMPENSATION SURVEYS IN ORDER TO BENCHMARK ITS COMPENSATION AT LEAST ANNUALLY. THE FINANCE AND COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE BASE COMPENSATION, BONUS TYPES, BONUS POTENTIALS, AND THE PERFORMANCE GOALS FOR THE ORGANIZATION. OFFICERS AND KEY EMPLOYEES REVIEW COMPENSATION FOR THEIR RESPECTIVE EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AFTER RECEIPT OF A TIMELY WRITTEN NOTICE. 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