2023-05-15T16:53:10-05:00 2022-06-30 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2021-07-01 340714654 THE COLLEGE OF WOOSTER COLL 3302632321 1101 N BEVER STREET WOOSTER OH 44691 JAMES E PRINCE VP FOR FINANCE & BUSINESS 3302632581 2023-05-12 1 JAMES PRINCE 999009999 KERRI N BOGDA CPA P00760402 7177404863 2023-05-12 X 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z WAYNE P WEBSTER 1101 N BEVER STREET WOOSTER OH 44691 350718178 0 X WWW.WOOSTER.EDU X 1866 OH THE COLLEGE OF WOOSTER IS A COMMUNITY OF INDEPENDENT MINDS, WORKING TOGETHER TO PREPARE STUDENTS TO BECOME LEADERS OF CHARACTER AND INFLUENCE IN AN INTERDEPENDENT GLOBAL COMMUNITY. 39 36 1901 2052 2669950 2635519 30725530 17591180 119017892 132997433 35095766 31300934 77525 -5315412 184916713 176574135 64778788 71052389 0 0 58432322 59828437 18000 22000 4033021 35610788 40502177 158839898 171405003 26076815 5169132 694683910 637823534 70582343 79698938 624101567 558124596 X THE COLLEGE OF WOOSTER IS A COMMUNITY OF INDEPENDENT MINDS, WORKING TOGETHER TO PREPARE STUDENTS TO BECOME LEADERS OF CHARACTER AND INFLUENCE IN AN INTERDEPENDENT GLOBAL COMMUNITY. (CONTINUED ON SCHEDULE O)WE ENGAGE MOTIVATED STUDENTS IN A RIGOROUS AND DYNAMIC LIBERAL ARTS EDUCATION. MENTORED BY A FACULTY NATIONALLY RECOGNIZED FOR EXCELLENCE IN TEACHING, WOOSTER GRADUATES ARE CREATIVE AND INDEPENDENT THINKERS WITH EXCEPTIONAL ABILITIES TO ASK IMPORTANT QUESTIONS, RESEARCH COMPLEX ISSUES, SOLVE PROBLEMS, AND COMMUNICATE NEW KNOWLEDGE AND INSIGHT. 0 0 97635270 66781221 104967214 INSTRUCTION - THE COLLEGE OF WOOSTER IS A LIBERAL ARTS INSTITUTION THAT ENGAGES MOTIVATED STUDENTS IN A RIGOROUS AND DYNAMIC LIBERAL ARTS EDUCATION. STUDENTS ARE MENTORED BY A FACULTY NATIONALLY RECOGNIZED FOR EXCELLENCE IN TEACHING. WOOSTER GRADUATES ARE CREATIVE AND INDEPENDENT THINKERS WITH EXCEPTIONAL ABILITIES TO ASK IMPORTANT QUESTIONS, RESEARCH COMPLEX ISSUES, SOLVE PROBLEMS, AND COMMUNICATE NEW KNOWLEDGE AND INSIGHT.THE COLLEGE OF WOOSTER AWARDED SCHOLARSHIPS TO 1,968 UNDERGRADUATE STUDENTS, AVERAGING $35,160 PER STUDENT, TO ASSIST IN MEETING CALCULATED FINANCIAL NEED. 24473472 4068416 1040757 STUDENT SERVICES - THE COLLEGE OF WOOSTER SUPPORTS THE HOLISTIC GROWTH AND DEVELOPMENT OF STUDENTS THROUGH MEANINGFUL EXPERIENCES THAT FOSTER LEADERSHIP, SOCIAL AND MULTI-CULTURAL INTERACTIONS, AND COMMUNITY BUILDING. THE COLLEGE'S 125 STUDENT ORGANIZATIONS AND 23 ATHLETIC TEAMS REFLECT THE WIDE RANGE OF STUDENT INTERESTS, IDEAS, HOBBIES, AND PASSIONS. 19662248 0 25528683 AUXILIARY SERVICE - THE COLLEGE OF WOOSTER IS A RESIDENTIAL CAMPUS WITH MORE THAN 99% OF ENROLLED STUDENTS RESIDING IN A RESIDENCE HALL OR PROGRAM HOUSE. THE OFFICE OF RESIDENCE LIFE MANAGES 16 RESIDENCE HALLS AND 25 PROGRAM HOUSES. STUDENTS HAVE SEVERAL THEME OPTIONS AVAILABLE INCLUDING CROSS CULTURAL LEARNING EXPERIENCES, LUCE LANGUAGE SUITES, INDEPENDENT SENIOR HOUSING, AND GREEK HOUSING. 12793086 202752 1460779 (EXPENSES $12,793,086 INCLUDING GRANTS OF $202,752)(REVENUE $1,460,779)OTHER PROGRAM SERVICES: RESEARCH PROGRAMS, PUBLIC & ACADEMIC SUPPORT 12793086 202752 1460779 154564076 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 0 1 1 0 1 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 1 1 1 0 0 0 1 2154 0 1901 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 39 36 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL CO KY MD MA MI NY OH OK WA FL GA X EILEEN WALKER 3302632018 1101 N BEVER STREET WOOSTER OH 44691 SARAH R BOLTON PRESIDENT 60.00 X X 350227 0 152779 SALLY J STALEY BOARD CHAIR/TRUSTEE 8.00 X X 0 0 0 THOMAS R GIBIAN VICE CHAIR/TRUSTEE 5.00 X X 0 0 0 ANNE T WILSON TRUSTEE/COMM CHAIR 5.00 X 0 0 0 BERNICE L WALKER TRUSTEE 2.00 X 0 0 0 E BLAKE MOORE JR TRUSTEE 2.00 X 0 0 0 CHRISTOPHER C CAUSEY TRUSTEE/COMM CHAIR 5.00 X 0 0 0 DAVID A RICE TRUSTEE 2.00 X 0 0 0 DIANE H FRANKLE TRUSTEE/COMM CO-CHAIR 5.00 X 0 0 0 DIANE JORKASKY TRUSTEE 2.00 X 0 0 0 DONALD R FREDERICO TRUSTEE/COMM CHAIR 5.00 X 0 0 0 DOON A FOSTER TRUSTEE/COMM CHAIR 5.00 X 0 0 0 GREGORY LONG TRUSTEE/COMM CHAIR 5.00 X 0 0 0 JAYNE H CHAMBERS TRUSTEE 2.00 X 0 0 0 JENNIFER E SALIERS TRUSTEE 2.00 X 0 0 0 JILLIENE RODRIGUEZ TRUSTEE/COMM CO-CHAIR 5.00 X 0 0 0 JOHN H HEMANN TRUSTEE/COMM CHAIR 5.00 X 0 0 0 JOHN W KNEEN TRUSTEE 2.00 X 0 0 0 JOHN WILSON TRUSTEE 2.00 X 0 0 0 JULIA H KLEIN TRUSTEE/COMM CHAIR 5.00 X 0 0 0 KENNETH E ALDRIDGE TRUSTEE 2.00 X 0 0 0 LATRICE BURKS TRUSTEE 2.00 X 0 0 0 MARGAUX DAY ALUMNI TRUSTEE 2.00 X 0 0 0 MARIANNE M SPRAGUE TRUSTEE 2.00 X 0 0 0 MARILYNN K DUKER TRUSTEE/COMM CHAIR 5.00 X 0 0 0 MARK D GOODMAN TRUSTEE 2.00 X 0 0 0 MARK M DOWLEY TRUSTEE 2.00 X 0 0 0 MARY BEIDLER GEAREN TRUSTEE 2.00 X 0 0 0 MARY CULNAN TRUSTEE 2.00 X 0 0 0 MICHAEL R LAUBER TRUSTEE 2.00 X 0 0 0 PETER E SUNDMAN TRUSTEE 2.00 X 0 0 0 RICHARD A BOWERS TRUSTEE/COMM CHAIR 5.00 X 0 0 0 RICHARD J BELL TRUSTEE 2.00 X 0 0 0 ROBERT M TULL TRUSTEE/COMM CHAIR 5.00 X 0 0 0 RONALD WILCOX TRUSTEE 2.00 X 0 0 0 SANDEEP BHATIA TRUSTEE 2.00 X 0 0 0 STEPHEN C GAULT TRUSTEE 2.00 X 0 0 0 WALTER D BAY TRUSTEE 2.00 X 0 0 0 WILLIAM V ANDREW TRUSTEE/COMM CHAIR 5.00 X 0 0 0 JAMES E PRINCE VP FINANCE & BUSINESS/TREASURER 60.00 X 242664 0 42672 WAYNE P WEBSTER VP FOR ADVANCEMENT 60.00 X 232752 0 52180 LISA PERFETTI PROVOST 60.00 X 179295 0 44710 JENNIFER D WINGE VP FOR ENROLL/COLL RELATIONS 60.00 X 172467 0 44788 MYRNA HERNANDEZ CP STUDENT AFFAIRS/DEAN OF STUDENTS 60.00 X 177793 0 26179 MELISSA ANDERSON SEC OF COLLEGE/VP MARKETING 60.00 X 152059 0 23931 ANGELA JOHNSTON THRU 53022 SEC OF COLLEGE & CHIEF OF STAFF 60.00 X 119415 0 33147 CHERYL NUNEZ AS OF 322 VP EQUITY, INCLUSION, DIVERSITY 60.00 X 0 0 0 MARK A WILSON GEOLOGY - PROFESSOR 40.00 X 128992 0 35658 ELLEN FALDUTO CHIEF INFORMATION & PLANNING OFFICER 60.00 X 135483 0 26791 CAROLYN CIRIEGIO DIR OF MJR GIFTS & PLN GIVIN 40.00 X 137727 0 17040 KEITH D BECKETT DIRECTOR OF PHYSICAL EDUCATION 40.00 X 135974 0 16110 MICHAEL A TAYLOR AVP FOR FACILITIES, DESIGN & CONS 40.00 X 128406 0 21955 W SCOTT FRIEDHOFF FORMER VP FOR ENROLL/RELATIONS 0.00 X 166136 0 69944 IVONNE M GARCIA FORMER CHIEF DIVERSITY OFFICER 0.00 X 105036 0 16317 2564426 0 624201 45 1 1 0 BOGNER CORPORATION 305 W MULBERRY ST WOOSTER OH 44691 CONSTRUCTION/ PROJECT RELATED 9154612 BERGMEYER ASSOCIATES 51 SLEEPER ST NW BOSTON MA 02210 PROF SVS: ARCHITECTS 1313432 ABM INDUSTRY GROUP 1459 HAMILTON AVENUE CLEVELAND OH 44114 CUSTODIAL SERVICES 582705 EAB GLOBAL INC DBA EAB 2445 M STREET NW WASHINGTON DC DC 20037 ADMISSION CONSULTANTS 496311 AUTOMATED LOGIC CONTRACTING SERVICES INC 1150 ROBERTS BLVD KENNESAW GA 30144 HVAC BUILDING CONTROLS 360234 11 1500 49327 5409084 12131269 2790872 17591180 TUITION AND FEES 900099 104450157 104450157 ROOM & BOARD 721000 24900413 24900413 STUDENT SERVICES 900099 1822054 1822054 STUDENT AUXILIARY SERV 451211 628270 109788 518482 COMMUNITY EVENTS 900099 137480 137480 1059059 1059059 132997433 1820039 1820039 44502 44502 58674 61737 -3063 -3063 -3063 202882624 680577 172333567 1748739 30549057 -1068162 29480895 29480895 PARTNERSHIP INCOME (LOSS) 900099 -5356851 2669950 -8026801 -5356851 176574135 132478951 2669950 23834054 29745 29745 58931946 58931946 12090698 12090698 2256166 792748 1074743 388675 39657190 35221123 2941321 1494746 3411945 3025444 247011 139490 11621650 10140023 689374 792253 2881486 2496225 261098 124163 519936 72536 447400 99108 99108 22000 22000 3516245 3516245 4088807 2967573 986914 134320 234107 57716 167182 9209 3683496 2574197 880638 228661 1959857 1409368 427805 122684 20712 20712 3145686 3055972 50967 38747 2061804 1523295 303720 234789 487445 423802 26711 36932 1804220 1777089 25811 1320 9224718 9043769 107873 73076 41731 39461 2050 220 COST OF SALES 3871136 3870291 524 321 EQUIPMENT RENTAL & MAIN 1478830 1423056 47910 7864 LIBRARY MATERIALS 1040341 1040341 EQUIPMENT PURCHASES 653442 584234 65332 3876 2570556 1952712 438169 179675 171405003 154564076 12807906 4033021 3661228 4482015 0 0 28215617 20969021 1852635 1290347 0 0 0 0 0 315382 491118 563024 3779365 4269543 325669578 145297854 172211901 180371724 159874412 117725937 315805382 299701917 1164577 982000 7627675 7152624 694683910 637823534 10387367 11353796 1818463 1294517 42849423 50734694 15527090 16315931 70582343 79698938 X 309066778 275032143 315034789 283092453 624101567 558124596 694683910 637823534 X 5169132 -68320260 -2825843 X 0 1 X 1 1 1 X 17804631 21389700 22476174 30725530 17591180 109987215 17804631 21389700 22476174 30725530 17591180 109987215 21104562 88882653 4266135 4776350 6364583 6542251 1923215 23872534 133859749 0.66400 0.65600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 449754 X X X 0 431210227 3927424 -43888320 16301143 374948188 332606033 5193779 109461622 16051207 431210227 328921123 6600392 12459898 15375380 332606033 320178080 8605123 15389256 15251336 328921123 290716833 11913579 32861812 15314144 320178080 0.40050 0.44400 0.15550 0 0 2739661 2739661 407314 138562985 59355651 79614648 23298 119614677 53423423 66214552 30093391 24019266 6074125 34228252 8499514 25728738 180371724 PARTNERSHIPS 299701917 F 299701917 ADVANCES FROM GOVERNMENT FOR STUDENT LOANS 1274568 ACCRUED CHARITABLE GIFT ANNUITY AND TRUST OBLIGATIONS 5948825 ASSET RETIREMENT OBLIGATION 2200247 ACCRUED POSTRETIREMENT BENEFIT OBLIGATION 5630919 LEASE LIABILITY 1261372 16315931 X 33092490 -68320260 -2764106 -71084366 104176856 3603865 68793414 72397279 176574135 99069461 61737 61737 99007724 3603865 68793414 72397279 171405003 PART III, LINE 4: THE COLLEGE'S COLLECTION INCLUDES CONTEMPORARY ART, ANCIENT POTTERY, ETHNOGRAPHIC MATERIALS, RARE BOOKS, GEOLOGICAL ROCKS, BIOLOGICAL SPECIMENS, AND HISTORICAL ITEMS. THESE ITEMS ARE HELD FOR EDUCATION, RESEARCH, SCIENTIFIC INQUIRY, AND PUBLIC EXHIBITION. PART V, LINE 4: THE COLLEGE'S ENDOWMENT CONSISTS OF APPROXIMATELY 1,350 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS (BOARD-DESIGNATED ENDOWMENT FUNDS). IN ACCORDANCE WITH GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE COLLEGE HAS INTERPRETED OHIO'S ENACTED VERSION OF UPMIFA AS REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE ABSENT EXPLICIT DONOR INSTRUCTIONS TO THE CONTRARY. THE COLLEGE CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS THE ORIGINAL GIFT VALUE PLUS THE VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT. THE PERMANENT ENDOWMENT IS NOT REDUCED BY LOSSES ON THE INVESTMENTS, EXCEPT TO THE EXTENT REQUIRED BY THE DONOR, OR BY APPROPRIATIONS FROM THE ENDOWMENT FUND. THE ACCUMULATED PORTION OF A DONOR-RESTRICTED FUND THAT IS NOT PERMANENTLY RESTRICTED IS CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL APPROPRIATED FOR EXPENDITURE BY THE COLLEGE IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY OHIO'S ENACTED VERSION OF UPMIFA. APPROPRIATIONS FROM THE ENDOWMENT ARE USED TO SUPPORT SCHOLARSHIPS AND LOANS, FACULTY AND ACADEMIC PROGRAM SUPPORT, STUDENT AWARDS AND PRIZES, AND THE GENERAL OPERATIONS OF THE COLLEGE. PART X, LINE 2: THE COLLEGE QUALIFIES AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS SUCH, THE COLLEGE IS GENERALLY NOT SUBJECT TO FEDERAL OR STATE TAXES EXCEPT FOR AMOUNTS DERIVED FROM UNRELATED BUSINESS ACTIVITIES AS DEFINED BY THE IRC. THE COLLEGE ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE COLLEGE MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE COLLEGE, THE CONTINUOUS TAX-EXEMPT STATUS OF BONDS ISSUED BY THE COLLEGE, AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERECENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. AT JUNE 30, 2022, THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 61,737. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -183,017. CHANGE IN VALUE OF TRUSTS HELD BY OTHERS -1,071,188. POSTRETIREMENT LIABILITY RELATED CHANGES -1,420,716. ASSET RETIREMENT OBLIGATION -150,922. PART XI, LINE 4B - OTHER ADJUSTMENTS: INSTITUTIONAL FINANCIAL AID 68,793,414. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 61,737. PART XII, LINE 4B - OTHER ADJUSTMENTS: INSTITUTIONAL FINANCIAL AID 68,793,414. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE COLLEGE IS IN COMPLIANCE WITH REV. PROC. 75-50. THE COLLEGE PUBLISHES ITS NONDISCRIMINATION POLICY IN DOCUMENTS USED FOR FINANCIAL AID, ADMISSIONS, AND STUDENT PROGRAMS, AND HAS THE POLICY POSTED ON ITS WEBSITE. SCHEDULE E, PART I, LINE 6 THE COLLEGE PARTICIPATES IN VARIOUS FEDERAL STUDENT ASSISTANCE PROGRAMS INCLUDING PERKINS LOANS, PELL GRANTS, AND WORK STUDY ARRANGEMENTS. THE COLLEGE RECEIVED CONDITIONAL CONTRIBUTIONS PRIMARILY RELATED TO THEIR FEDERAL RESEARCH AND CORONAVIRUS AID RELIEF AND ECONOMIC SECURITY ACT (CARES ACT) GRANTS. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 154215156 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 GRANTMAKING 52500 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES RESEARCH 79204 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 3610610 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES ACADEMIC SUPPORT 300 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES RESEARCH 6172 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES ACADEMIC SUPPORT 300 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 347418 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 SPEAKING ENGAGEMENTS 4146 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES ACADEMIC SUPPORT 308427 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES RESEARCH 20046 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES STUDENT SERVICES 3434 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES INSTRUCTION 1432 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 GRANTMAKING 1131297 NORTH AMERICA 0 0 GRANTMAKING 348582 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES ACADEMIC SUPPORT 844 RUSSIA AND NEIGHBORING STATES 0 0 GRANTMAKING 96480 SOUTH AMERICA 0 0 GRANTMAKING 541393 SOUTH ASIA 0 0 GRANTMAKING 2376960 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES ACADEMIC SUPPORT 1690 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 2950696 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES RESEARCH 9401 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES RESEARCH 2172 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 PROGRAM SERVICES ACADEMIC SUPPORT 200 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 PROGRAM SERVICES RESEARCH 2894 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 INVESTMENTS 4909131 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, 0 0 PROGRAM SERVICES RESEARCH 2724 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 CONFERENCE TRAVEL 3113 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES STUDENT SERVICES 4699 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES RESEARCH 43516 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES STUDENT SERVICES 150 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES ACADEMIC SUPPORT 2780 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES RESEARCH 9319 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES STUDENT SERVICES 2507 0 0 0 0 0 0 158311660 12778033 171089693 SCHOLARSHIPS FOR TUITION & FEES CENTRAL AMERICA AND THE CARIBBEAN 1 52500 CREDIT TO STUDENT ACCOUNT SCHOLARSHIPS FOR TUITION & FEES EAST ASIA AND THE PACIFIC 117 3598799 CREDIT TO STUDENT ACCOUNT SCHOLARSHIPS FOR TUITION & FEES EUROPE (INCLUDING ICELAND & GREENLAND) 8 345683 CREDIT TO STUDENT ACCOUNT SCHOLARSHIPS FOR TUITION & FEES MIDDLE EAST AND NORTH AFRICA 26 1124249 CREDIT TO STUDENT ACCOUNT SCHOLARSHIPS FOR TUITION & FEES RUSSIA AND NEIGHBORING STATES 2 96300 CREDIT TO STUDENT ACCOUNT SCHOLARSHIPS FOR TUITION & FEES SOUTH AMERICA 13 536083 CREDIT TO STUDENT ACCOUNT SCHOLARSHIPS FOR TUITION & FEES SOUTH ASIA 59 2347078 CREDIT TO STUDENT ACCOUNT SCHOLARSHIPS FOR TUITION & FEES SUB-SAHARAN AFRICA 66 2926253 CREDIT TO STUDENT ACCOUNT PRIZES ACADEMIC ACHIEVEMENT & CONTESTS EAST ASIA AND THE PACIFIC 7 2190 CHECK STUDENT RESEARCH EAST ASIA AND THE PACIFIC 3 2226 SUPPLIES FMV STUDENT RESEARCH SUB-SAHARAN AFRICA 1 585 SUPPLIES FMV VOCATIONAL GRANTS FOR STUDENTS EAST ASIA AND THE PACIFIC 5 6595 CHECK VOCATIONAL GRANTS FOR STUDENTS EUROPE (INCLUDING ICELAND & GREENLAND) 1 1285 CHECK VOCATIONAL GRANTS FOR STUDENTS SOUTH ASIA 12 21579 CHECK SCHOLARSHIPS FOR TUITION & FEES NORTH AMERICA 9 345282 CREDIT TO STUDENT ACCOUNT PRIZES ACADEMIC ACHIEVEMENT & CONTESTS SOUTH AMERICA 2 580 CHECK PRIZES ACADEMIC ACHIEVEMENT & CONTESTS SOUTH ASIA 6 1471 CHECK PRIZES ACADEMIC ACHIEVEMENT & CONTESTS SUB-SAHARAN AFRICA 4 740 CHECK SCHOLARSHIPS FOR TUITION & FEES EAST ASIA AND THE PACIFIC 2 800 CHECK SCHOLARSHIPS FOR TUITION & FEES MIDDLE EAST AND NORTH AFRICA 3 443 CHECK STUDENT RESEARCH MIDDLE EAST AND NORTH AFRICA 1 295 SUPPLIES FMV PRIZES ACADEMIC ACHIEVEMENT & CONTESTS MIDDLE EAST AND NORTH AFRICA 2 430 CHECK PRIZES ACADEMIC ACHIEVEMENT & CONTESTS EUROPE (INCLUDING ICELAND & GREENLAND) 1 150 CHECK VOCATIONAL GRANT FOR STUDENTS SUB-SAHARAN AFRICA 7 17459 CHECK SCHOLARSHIPS FOR TUITION & FEES SOUTH AMERICA 2 4730 CHECK SCHOLARSHIPS FOR TUITION & FEES SOUTH ASIA 8 5857 CHECK SCHOLARSHIPS FOR TUITION & FEES SUB-SAHARAN AFRICA 11 5659 CHECK VOCATIONAL GRANT FOR STUDENTS MIDDLE EAST AND NORTH AFRICA 2 5880 CHECK SCHOLARSHIPS FOR TUITION & FEES NORTH AMERICA 1 3300 CHECK SCHOLARSHIPS FOR TUITION & FEES EUROPE (INCLUDING ICELAND & GREENLAND) 1 300 CHECK STUDENT RESEARCH RUSSIA AND NEIGHBORING STATES 1 180 SUPPLIES FMV STUDENT RESEARCH SOUTH ASIA 1 975 SUPPLIES FMV COVID RELATED GRANT EUROPE (INCLUDING ICELAND & GREENLAND) 1 1000 CHECK COVID RELATED GRANT MIDDLE EAST AND NORTH AFRICA 7 27025 CHECK COVID RELATED GRANT SOUTH ASIA 9 45170 CHECK COVID RELATED GRANT SUB-SAHARAN AFRICA 18 127450 CHECK COVID RELATED GRANT EAST ASIA AND THE PACIFIC 14 49100 CHECK COVID RELATED GRANT MIDDLE EAST AND NORTH AFRICA 4 14750 CREDIT TO STUDENT ACCOUNT COVID RELATED GRANT SOUTH ASIA 20 108625 CREDIT TO STUDENT ACCOUNT COVID RELATED GRANT SUB-SAHARAN AFRICA 29 148792 CREDIT TO STUDENT ACCOUNT COVID RELATED GRANT CENTRAL AMERICA AND THE CARIBBEAN 2 10000 CREDIT TO STUDENT ACCOUNT COVID RELATED GRANT EAST ASIA AND THE PACIFIC 9 43850 CREDIT TO STUDENT ACCOUNT COVID RELATED GRANT EUROPE (INCLUDING ICELAND & GREENLAND) 3 25000 CREDIT TO STUDENT ACCOUNT COVID RELATED GRANT NORTH AMERICA 1 10000 CREDIT TO STUDENT ACCOUNT COVID RELATED GRANT SOUTH AMERICA 3 15000 CHECK COVID RELATED GRANT SOUTH AMERICA 2 9000 CREDIT TO STUDENT ACCOUNT 1 0 0 0 1 1 PART I, LINE 2: THE COLLEGE FOLLOWS FEDERAL, STATE, DONOR, AND INSTITUTIONAL GUIDELINE FOR DETERMINING ELIGIBILITY FOR SCHOLARSHIPS, PRIZES, AND OTHER GRANTS AND AWARDS. THE COLLEGE MAINTAINS RECORDS SHOWING THE SELECTION CRITERIA, RECIPIENT ELIGIBILITY, HOW FUNDS MAY BE USED, AND ANY RELATED PARTY DISCLOSURES. GRANTS AWARDED BY THE OFFICE OF FINANCIAL AID ARE CREDITED DIRECTLY TO STUDENTS ACCOUNTS. OTHER GRANTS ARE MONITORED IN VARIOUS WAYS, INCLUDING REIMBURSING ACTUAL SUBSTANTIATED EXPENSES, REQUIRING WRITTEN REPORTS, AND/OR VISITING SITES OF ACTIVITIES FUNDED BY COLLEGE GRANTS. PART I, LINE 3: CENTRAL AMERICA AND THE CARIBBEAN - ACCRUAL EAST ASIA AND THE PACIFIC - ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND - ACCRUAL MIDDLE EAST AND NORTH AFRICA- ACCRUAL NORTH AMERICA (CANADA & MEXICO ONLY) - ACCRUAL RUSSIA AND NEIGHBORING STATES - ACCRUAL SOUTH AMERICA - ACCRUAL SOUTH ASIA - ACCRUAL SUB-SAHARAN AFRICA - ACCRUAL PART III ACCOUNTING METHOD: CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL MIDDLE EAST AND NORTH AFRICA: ACCRUAL NORTH AMERICA (CANADA & MEXICO ONLY): ACCRUAL RUSSIA AND NEIGHBORING STATES: ACCRUAL SOUTH AMERICA: ACCRUAL SOUTH ASIA: ACCRUAL SUB-SAHARAN AFRICA: ACCRUAL X X X X X X X 1 WASHBURN& MCGOLDRICK 24 N BRYN MAWR AVENUE 252 BRYN MAWR PA 12110 FUNDRAISING/CAMPAIGN COUNSEL 0 0 22000 -22000 22000 -22000 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 1 ASHESI UNIVERSITY FOUNDATION 1201 3RD AVENUE STE 2200 SEATTLE WA 98101 911997089 501(C)(3) 13000 0 ACADEMIC SUPPORT FOR WOOSTER/ASHESHI PROGRAM 1 SCHOLARSHIPS FOR TUITION & FEES 1597 57451913 SCHOLARSHIPS FOR TUITION & FEES 2 3662 FMV MEDICAL SCHOLARSHIPS FOR TUITION & FEES 1 50 FMV SUPPLIES PRIZES ACADEMIC ACHIEVEMENT & CONTESTS 133 59223 PRIZES ACADEMIC ACHIEVEMENT & CONTESTS 7 461 FMV BOOKS PRIZES ACADEMIC ACHIEVEMENT & CONTESTS 3 607 FMV SUPPLIES STUDENT RESEARCH 1 650 FMV CONFERENCE STUDENT RESEARCH 34 20362 FMV SUPPLIES STUDENT RESEARCH 11 12262 FMV TRAVEL COVID RELATED GRANT 151 508987 FMV CREDIT TO SUDENT ACCOUNT SCHOLARSHIPS FOR TUITION & FEES 1 88 FMV TRANSPORTATION COVID RELATED GRANT 198 743878 STUDENT RESEARCH 1 3120 FMV TUITION VOCATIONAL GRANT 88 126683 PART I, LINE 2: THE COLLEGE FOLLOWS FEDERAL, STATE, DONOR, AND INSTITUTIONAL GUIDELINES FOR DETERMINING ELIGIBILITY FOR SCHOLARSHIPS, PRIZES, AND OTHER GRANTS AND AWARDS. THE COLLEGE MAINTAINS RECORDS SHOWING THE SELECTIONS CRITERIA, RECIPIENT ELIGIBILITY, HOW FUNDS MAY BE USED, AND ANY RELATED PARTY. BEFORE PAYING GRANTS TO OTHER ENTITIES, THE COLLEGE OBTAINS DOCUMENTATION SHOWING THE RECIPIENT IS ELIGIBLE TO RECEIVE DEDUCTIBLE CHARITABLE CONTRIBUTIONS. GRANTS AWARDED BY THE OFFICE OF FINANCIAL AID ARE CREDITED DIRECTLY TO STUDENT ACCOUNTS. OTHER GRANTS ARE MONITORED IN VARIOUS WAYS, INCLUDING REIMBURSING ACTUAL SUSTAINED EXPENSES, REQUIRING WRITTEN REPORTS, AND/OR VISITING SITES OF ACTIVITIES FUNDED BY COLLEGE GRANTS. X X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 SARAH R BOLTON PRESIDENT 347905 0 0 0 2322 0 86373 0 66406 0 503006 0 0 0 JAMES E PRINCE VP FINANCE & BUSINESS/TREASURER 235806 0 0 0 6858 0 25167 0 17505 0 285336 0 0 0 WAYNE P WEBSTER VP FOR ADVANCEMENT 232230 0 0 0 522 0 24249 0 27931 0 284932 0 0 0 W SCOTT FRIEDHOFF FORMER VP FOR ENROLL/RELATIONS 162707 0 0 0 3429 0 21320 0 48624 0 236080 0 0 0 LISA PERFETTI PROVOST 177537 0 0 0 1758 0 19529 0 25181 0 224005 0 0 0 JENNIFER D WINGE VP FOR ENROLL/COLL RELATIONS 171921 0 0 0 546 0 19337 0 25451 0 217255 0 0 0 MYRNA HERNANDEZ CP STUDENT AFFAIRS/DEAN OF STUDENTS 177242 0 0 0 551 0 18415 0 7764 0 203972 0 0 0 MELISSA ANDERSON SEC OF COLLEGE/VP MARKETING 151744 0 0 0 315 0 15603 0 8328 0 175990 0 0 0 MARK A WILSON GEOLOGY - PROFESSOR 125578 0 0 0 3414 0 16374 0 19284 0 164650 0 0 0 ELLEN FALDUTO CHIEF INFORMATION & PLANNING OFFICER 133851 0 0 0 1632 0 16741 0 10050 0 162274 0 0 0 CAROLYN CIRIEGIO DIR OF MJR GIFTS & PLN GIVIN 137500 0 0 0 227 0 16500 0 540 0 154767 0 0 0 ANGELA JOHNSTON THRU 53022 SEC OF COLLEGE & CHIEF OF STAFF 118909 0 0 0 506 0 15342 0 17805 0 152562 0 0 0 KEITH D BECKETT DIRECTOR OF PHYSICAL EDUCATION 134250 0 0 0 1724 0 16110 0 0 0 152084 0 0 0 MICHAEL A TAYLOR AVP FOR FACILITIES, DESIGN & CONS 127312 0 0 0 1094 0 13087 0 8868 0 150361 0 0 0 IVONNE M GARCIA FORMER CHIEF DIVERSITY OFFICER 103650 0 0 0 1386 0 8333 0 7984 0 121353 0 0 0 PART I, LINE 1A THE COLLEGE REQUIRES THE PRESIDENT TO LIVE IN A COLLEGE-PROVIDED HOUSE ON CAMPUS. THE HOUSE IS USED SUBSTANTIALLY FOR COLLEGE-RELATED PURPOSES INCLUDING MEETINGS AND MEALS WITH STUDENTS AND FACULTY, MEETINGS AND MEALS WITH ALUMNI AND DONORS, AND OTHER SIMILAR EVENTS. NONE OF THIS BENEFIT WAS TREATED AS TAXABLE INCOME TO THE PRESIDENT, HOWEVER, THE RENTAL FOR THE PERSONAL PORTION OF THE HOUSE (APPROXIMATELY $42,000) IS TREATED AS A NON-TAXABLE BENEFIT. ON OCCASION, IT IS AN APPROPRIATE PART OF COLLEGE ACTIVITIES (INCLUDING FUNDRAISING) FOR THE PRESIDENT'S SPOUSE TO ACCOMPANY HER ON TRIPS. THESE ARE NOT FREQUENT, ARE RELATED TO THE EXEMPT PURPOSE OF THE COLLEGE AND ARE NOT TREATED AS TAXABLE INCOME. THE COLLEGE PAYS A PORTION OF COUNTRY CLUB DUES FOR THE VICE PRESIDENT FOR ADVANCEMENT. BECAUSE THIS MEMBERSHIP IS MAINTAINED SO THE COUNTRY CLUB CAN BE USED SOLELY FOR COLLEGE EVENTS, THE PAYMENT IS NOT CONSIDERED TAXABLE COMPENSATION. PART I, LINE 4B THE FOLLOWING INDIVIDUALS PARTICIPATED IN AND RECEIVED CONTRIBUTIONS FROM A 457 (F) PLAN DURING THE YEAR: SARAH BOLTON: $49,200 A OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 346849674 67756AGC2 2012-05-30 9182102 EDUCATIONAL FACILITIES 0 0 0 B OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 346849674 2018-11-15 32802300 EDUCATIONAL FACILITIES 0 0 0 C OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 346849674 2020-10-27 5150450 REFUND PRIOR TAX-EXEMPT BONDS ISSUED IN 2010 0 0 0 D OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 346849674 2021-05-14 22000000 SEE STATEMENT 0 0 0 A 3850000 9182102 182416 5000000 3999686 2013 0 1 1 1 B 32802300 3317240 329675 18971315 10184070 2022 0 0 0 1 C 661379 5150450 115753 5034697 2011 1 0 1 1 D 22000000 139000 8999950 12861050 2023 0 0 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 D 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 1 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 C 0 0 1 0 0 0 0 0 1 D 0 1 0 0 1 0 0 0 1 SCHEDULE K, PART I, COLUMN (F) - DESCRIPTION OF PURPOSE ISSUER NAME: F. OHI BRIDGE NOTE FOR RENOVATION OF STUDENT CENTER, WHICH WILL ULTIMATELY BE FUNDED WITH GIFTS SCHEDULE K, PART V - DIFFERENT PROCEDURES TO UNDERTAKE CORRECTIVE ACTION ISSUER NAME: E. OHIO HIGHER EDUCATIONAL FACILITY COMMISSION SCHEDULE K, PART V - DIFFERENT PROCEDURES TO UNDERTAKE CORRECTIVE ACTION ISSUER NAME: F. OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 30000 MERIT SCHOLARSHIP FINANCIAL AID 25000 MERIT SCHOLARSHIP FINANCIAL AID X 2 THRIFT SHOP VALUE X 113 2790865 NYSE X FOOD FOR ALUMNI EVENTS 3 3 COST X MATERIALS FOR PROJECTS 2 2 COST 0 0 1 0 PART I, COLUMN (B): THE NUMBERS LISTED ON COLUMN B REPRESENT THE NUMBER OF CONTRIBUTORS WHO GIFTED THE NON-CASH DONATIONS TO THE ORGANIZATION. PER POLICY, THE DONATIONS OF ITEMS THAT ARE NOT MATERIAL ARE REPORTED AT $1. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES HAS DELEGATED THE RESPONSIBILITY AND AUTHORITY FOR REVIEW OF THE FORM 990 TO THE AUDIT & RISK COMMITTEE. THE AUDIT & RISK COMMITTEE, WITH THE ASSISTANCE OF THE INDEPENDENT PUBLIC ACCOUNTING FIRM, REVIEWS AND APPROVES THE FORM 990 BEFORE SUBMISSION TO THE IRS. A FULL COPY OF THE 990 IS PROVIDED TO ALL TRUSTEES PRIOR TO FILING THE FORM WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE COLLEGE RESPECTS THE RIGHT OF IT'S TRUSTEES, OFFICERS, FACULTY AND STAFF MEMBERS TO ENGAGE IN OUTSIDE BUSINESS, FINANCIAL, SERVICE, AND/OR OTHER ACTIVITIES, RECOGNIZING THAT CONFLICTS OF INTEREST ARISE FROM TIME TO TIME, AND THAT THESE CONFLICTS: 1. MAY RESULT FROM THE INDIVIDUALS RELATIONSHIP WITH OUTSIDE ORGANIZATIONS PERSONS, OR CAUSES REFLECTING THE PERSONS PROMINENCE, REPUATION, AND INFLUENCE, AND 2. NEED NOT BE HARMFUL, AND, INDEED MAY BE FAVORABLE, TO THE COLLEGE'S INTERESTS, AS LONG AS THEY ARE DISCLOSED AND UNDERSTOOD IN THE COLLEGE'S DECISION-MAKING PROCESSES. SUCH REAL OR APPARENT CONFLICTS ARE NOT CONSIDERED DETRIMENTAL IF: 1.THEY ARE FULLY DISCLOSED TO THE APPROPRIATE DESIGNATED SENIOR STAFF MEMBER OR THE AUDIT & RISK COMMITTEE OF THE BOARD; 2. THEIR NATURE IS KNOWN AND UNDERSTOOD BY THE INDIVIDUAL'S IMMEDIATE SUPERVISOR AND THE APPROPRIATE SENIOR STAFF MEMBER FOR FACULTY AND STAFF EMPLOYEES, AND THE AUDIT & RISK COMMITTEE OF THE BOARD OF TRUSTEES FOR SENIOR STAFF MEMBERS, THE PRESIDENT, AND THE TRUSTEES; 3. DISCLOSURE IS MADE AT THE EARLIEST PRACTICABLE TIME; 4. THE COMMITMENT OF TIME TO THESE ACTIVITIES DOES NOT INTERFERE WITH THE INDIVIDUAL'S DUTIES; 5. THE TRUSTEE OR EMPLOYEE REFRAINS FROM PARTICIPATING IN COLLEGE MATTERS RELATED TO SUCH ACTIVITIES; AND 6. THE TRUSTEE OR EMPLOYEE ALWAYS ACTS IN A MANNER THAT FOSTERS THE OBJECTIVES OF THE COLLEGE'S CORE MISSION TO PROVIDE THE BEST POSSIBLE EDUCATIONAL EXPERIENCE FOR WOOSTER'S STUDENTS. TO PROVIDE THE PROPER ENVIRONMENT FOR FACULTY TO TEACH, AND TO RESPONSIBLY STEWARD THE COLLEGE'S FINANCIAL, HUMAN, AND PHYSICAL RESOURCES. CONFLICT OF INTEREST QUESTIONAIRES ARE COMPLETED ANNUALLY BY ALL TRUSTEES AND EACH OFFICER, SENIOR STAFF, FACULTY, AND STAFF MEMBER WHO IS CURRENTLY SERVING THE COLLEGE AND WHO HAS AUTHORITY TO REQUISITION, PURCHASE, OR CONTRACT FOR MATERIALS OR SERVICES FOR THE COLLEGE, OR HAS HAD RESPONSIBILITY FOR APPROVING THE SAME. THE CHAIR OF THE AUDIT & RISK COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES ALL SUBSTANTIAL, ACTUAL OR POTENTIAL CONFLICTING ACTIVITIES OF THE PRESIDENT AND SENIOR STAFF MEMBERS. SENIOR STAFF MEMBERS REVIEW AND APPROVE ALL SUBSTANTIAL ACTUAL OR POTENTIAL CONFLICTING ACTIVITIES OF FACULTY AND STAFF MEMBERS, WHEN THERE IS A DOUBT AS TO WHETHER A CONFLICT OF INTEREST EXISTS, THE MATTER SHALL BE RESOLVED BY THE PROVOSTS OFFICE FOR FACULTY, THE APPROPRIATE VICE PRESIDENT FOR STAFF EMPLOYEES, AND BY THE AUDIT & RISK COMMITTEE FOR SENIOR STAFF MEMBERS, THE PRESIDENT, AND TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS SURVEYS CONDUCTED BY THE GREAT LAKES COLLEGES ASSOCIATION (GLCA) AND JOINT PAYROLL SURVEYS CONDUCTED BY THE GLCA AND ASSOCIATED COLLEGES OF THE MIDWEST (ACM). COMPENSATION ARRANGEMENTS FOR THE PRESIDENT ARE REVIEWED AND APPROVED BY INDEPENDENT MEMBERS OF THE EXECUTIVE COMMITTEE. THE PRESIDENT'S COMPENSATION IS DETERMINED BASED ON REFERENCE TO THE SALARY SURVEYS AND THE PRESIDENT'S JOB PERFORMANCE. RECOMMENDED COMPENSATION ARRANGEMENTS FOR OTHER SENIOR OFFICERS AND STAFF ARE DEVELOPED BY THE PRESIDENT IN CONSULTATION WITH THE CHAIRMAN OF THE BOARD AND ARE BASED ON THE ABOVE MENTIONED SALARY SURVEYS, JOB PERFORMANCE, AND EXPERIENCE IN THE POSITION. THESE RECOMMENDATIONS ARE PRESENTED TO THE FULL EXECUTIVE COMMITTEE FOR DISCUSSION AND APPROVAL. COMPENSATION DECISIONS MADE BY THE COMPENSATION COMMITTEE AFFECTING THE PRESIDENT AND OTHER SENIOR OFFICERS ARE REPORTED TO THE FULL BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 18 THE COLLEGE FILED ITS FORM 1023 BEFORE JULY 15, 1987 AND DOES NOT HAVE A COPY OF THIS FILING AS OF THE FILING OF THIS RETURN. UNDER THE REGULATIONS OF THE INTERNAL REVENUE CODE, THE COLLEGE IS NOT REQUIRED TO MAKE ITS FORM 1023 AVAILABLE FOR PUBLIC INSPECTION. FORM 990 AND 990T FROM THE MOST RECENT THREE YEARS ARE AVAILABLE UPON REQUEST IN ACCORDANCE WITH IRC SECTION 6104(D). FORM 990, PART VI, SECTION C, LINE 19 THE COLLEGE POSTS ITS AUDITED FINANCIAL STATEMENTS ON THE COLLEGE WEBSITE (WWW.WOOSTER.EDU). FORM 990 AND 990-T ARE AVAILABLE UPON REQUEST FOR THE PAST THREE YEARS IN ACCORDANCE WITH IRC SECTION 6104(D). THE COLLEGE ALSO MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -183,017. CHANGE IN VALUE OF TRUSTS HELD BY OTHERS -1,071,188. POSTRETIREMENT LIABILITY RELATED CHANGES -1,420,716. ASSET RETIREMENT OBLIGATION -150,922. WOOSTER TECHNOLOGY GROUP LTD 1101 N BEVER STREET WOOSTER OH 44691 263895769 HOLDS PATENTS OH 0 30409 THE COLLEGE OF WOOSTER GREAT LAKES COLLEGES ASSOCIATION INC 535 WEST WILLIAM ANN ARBOR MI 48103 381678376 EDUCATION CONSORTIUM MI 501(C)(3) LINE 11 N/A 1 THE FIVE COLLEGES OF OHIO 173 WEST LORAIN STREET ROOM 208 OBERLIN OH 47074 311440434 EDUCATION CONSORTIUM OH 501(C)(3) LINE 11 N/A 0 POOLED INCOME FUND (2) POOLED INCOME FUND OH THE COLLEGE OF WOOSTER 1 CHARITABLE REMAINDER TRUST (5) CHARITABLE TRUST OH THE COLLEGE OF WOOSTER 1 CHARITABLE LEAD TRUST (1) CHARITABLE TRUST OH THE COLLEGE OF WOOSTER 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0