FURP.ORG / PUBLIC DATA EXPLORER

WHEATON COLLEGE: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WHEATON COLLEGE (EIN 36-2182171)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-15
IRS object ID
202521359349305702
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-15T10:08:35+00:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 West Wacker Drive Suite 2600AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606061224ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362182171EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Wheaton CollegeBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWHEABusinessNameControlTxt
Phone6307525085PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1501 College AvenueAddressLine1Txt
CityWheatonCityNm
State AbbreviationILStateAbbreviationCd
ZIP60187ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJ Chadwick RynbrandtPersonNm
Person TitleVP for Finance & OperationsPersonTitleTxt
Phone6307525085PhoneNum
Signature2025-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMallory FairlessPreparerPersonNm
PTINP01321579PTIN
Phone3128997000PhoneNum
Preparation2025-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Dr Philip G Ryken PresidentBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1501 College AvenueAddressLine1Txt
CityWheatonCityNm
State AbbreviationILStateAbbreviationCd
ZIP60187ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$412,589,613GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Group Exemption2691GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.wheaton.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1860FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionWheaton College serves Jesus Christ and advances his Kingdom through excellence in liberal arts and graduate programs that educate the whole person to build the church and benefit society worldwide.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee2874TotalEmployeeCnt
Total Volunteers74TotalVolunteersCnt
Total Gross UBI$123,608TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$34,317,420PYContributionsGrantsAmt
CY Contributions Grants$42,298,290CYContributionsGrantsAmt
PY Program Service Revenue$127,639,901PYProgramServiceRevenueAmt
CY Program Service Revenue$131,216,623CYProgramServiceRevenueAmt
PY Investment Income$18,740,032PYInvestmentIncomeAmt
CY Investment Income$32,102,438CYInvestmentIncomeAmt
PY Other Revenue$938,410PYOtherRevenueAmt
CY Other Revenue$878,814CYOtherRevenueAmt
PY Total Revenue$181,635,763PYTotalRevenueAmt
CY Total Revenue$206,496,165CYTotalRevenueAmt
PY Grants And Similar Paid$44,749,799PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$48,639,718CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$75,810,679PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$77,474,589CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$6,890,426CYTotalFundraisingExpenseAmt
PY Other Expenses$54,742,673PYOtherExpensesAmt
CY Other Expenses$58,869,530CYOtherExpensesAmt
PY Total Expenses$175,303,151PYTotalExpensesAmt
CY Total Expenses$184,983,837CYTotalExpensesAmt
PY Revenues Less Expenses$6,332,612PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$21,512,328CYRevenuesLessExpensesAmt
Total Assets BOY$1,048,214,568TotalAssetsBOYAmt
Total Assets EOY$1,104,861,704TotalAssetsEOYAmt
Total Liabilities BOY$190,453,052TotalLiabilitiesBOYAmt
Total Liabilities EOY$180,633,832TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$857,761,516NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$924,227,872NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionWheaton College serves Jesus Christ and advances His kingdom through excellence in liberal arts and graduate programs that educate the whole person to build the church and benefit society worldwide.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$100,358,597ExpenseAmt
Grant$47,579,333GrantAmt
Revenue$100,333,664RevenueAmt
DescEDUCATION AND INSTRUCTION - THE COLLEGE OFFERS UNDERGRADUATE DEGREES IN 47 AREAS OF MAJOR STUDY INCLUDING 7 IN THE CONSERVATORY; 13 MASTER OF ARTS DEGREES AND 3 DOCTORAL DEGREES. THERE ARE APPROXIMATELY 2700 STUDENTS ENROLLED AT THE COLLEGE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$27,550,000ExpenseAmt
Revenue$282,442RevenueAmt
DescSTUDENT SERVICES - PROGRAMS ARE PROVIDED FOR THE ENRICHMENT OF THE STUDENTS TO ALLOW THEM TO EXPERIENCE LIFE AS A CHRISTIAN COMMUNITY. WHEATON COLLEGE ATHLETICS SPONSORS 21 SPORTS FOR MALE AND FEMALE STUDENT ATHLETES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$13,056,000ExpenseAmt
Revenue$22,889,274RevenueAmt
DescAUXILIARY ENTERPRISES - THE COLLEGE PROVIDES ROOM AND BOARD FOR ITS STUDENTS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$4,205,000ExpenseAmt
Grant$1,060,385GrantAmt
Revenue$8,528,318RevenueAmt
DescARTIST SERIES, THE COMMUNITY SCHOOL OF THE ARTS AND SUMMER SPORTS CAMPS. MINOR PROGRAMS, APPLICATION FEES, TUITION INSTALLMENT PLAN FEES, PARKING FINES, PARKING PERMITS AND LIBRARY FINES. THE COLLEGE SOLICITS A VARIETY OF CONTRIBUTIONS FOR ITS PROGRAMS INCLUDING DONOR-ADVISED FUNDS. DONOR-ADVISED FUND CONTRIBUTIONS RECEIVED ARE ACCOUNTED FOR AS OTHER INVESTMENTS. DONOR-ADVISED FUNDS ALLOW FOR THE DONOR TO RECOMMEND DISTRIBUTIONS TO COLLEGE PROGRAMS OR OTHER CHARITABLE ORGANIZATIONS. ALTHOUGH THE COLLEGE GENERALLY COMPLIES WITH THE DONOR'S RECOMMENDATION, THEY ARE SUBJECT TO APPROVAL BY THE COLLEGE'S CHARITY SELECTION COMMITTEE. THE COLLEGE'S POLICY IS TO DISTRIBUTE A MAXIMUM OF 75% - 90% OF DONOR-ADVISED FUND CONTRIBUTIONS TO UNRELATED THIRD PARTIES.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$4,205,000TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$1,060,385TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$8,528,318TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$145,169,597TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsYes (true)ConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document4455IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2874EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryISForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form1098 C FiledYes (true)Form1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1J Chadwick RynbrandtBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6307525085PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1501 College AvenueAddressLine1Txt
CityWheatonCityNm
State AbbreviationILStateAbbreviationCd
ZIP60187ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Andrea D Scott
VICE CHAIR (through May 2024)/Trustee2.00.0Yes (X)Yes (X)$0$0$0
Dale C Wong
Chair (From May 2024)/Trustee2.00.0Yes (X)Yes (X)$0$0$0
James A Goetz
Chair (through May 2024)/Trustee2.01.0Yes (X)Yes (X)$0$0$0
Jeffrey S Meyer
Vice Chair (From May 2024)/Secretary (Through May 2024)/Trustee2.00.0Yes (X)Yes (X)$0$0$0
Kathryn H Vaselkiv
Secretary (From May 2024)/Trustee2.00.0Yes (X)Yes (X)$0$0$0
Philip G Ryken
President/Trustee40.02.0Yes (X)Yes (X)$389,576$0$208,511
Barbara W Anderson
Trustee (through May 2024)2.00.0Yes (X)$0$0$0
Carlene Ellerman
Trustee (from May 2024)2.00.0Yes (X)$0$0$0
Charles Pollard III
Trustee2.00.0Yes (X)$0$0$0
David K Gieser
Trustee2.01.0Yes (X)$0$0$0
Dr Darrell L Bock
Trustee2.01.0Yes (X)$0$0$0
Gregory L Jao
Trustee2.00.0Yes (X)$0$0$0
Gregory L Waybright
Trustee2.01.0Yes (X)$0$0$0
John Chung
Trustee (from May 2024)2.00.0Yes (X)$0$0$0
John H Augustine
Trustee2.00.0Yes (X)$0$0$0
Kurt A Keilhacker
Trustee2.00.0Yes (X)$0$0$0
Lisa K Beamer
Trustee2.00.0Yes (X)$0$0$0
Mary J Schaller
Trustee2.01.0Yes (X)$0$0$0
Rev Irwyn L Ince
Trustee2.00.0Yes (X)$0$0$0
Rev Ricky Jenkins
Trustee (from May 2024)2.00.0Yes (X)$0$0$0
Steven C Preston
Trustee2.00.0Yes (X)$0$0$0
J Chadwick Rynbrandt
VP for Finance & Operations, Treasurer40.02.0Yes (X)$282,882$0$60,292
Karen Lee
Provost40.00.0Yes (X)$229,159$0$48,098
Kirk D Farney
VP for Advancement & Alumni Relations40.00.0Yes (X)$242,743$0$48,160
Paul Chelsen
Vice President - Student Development40.00.0Yes (X)$176,517$0$79,213
Silvio Vazquez
Chief Enrollment Management Officer40.00.0Yes (X)$181,069$0$50,438
Vanessa Wynder Quainoo
Chief Intercultural Engagement Officer40.00.0Yes (X)$135,555$0$45,331
Alan Wolff
Chief Information Officer40.00.0$195,637$0$20,296Yes (X)
Jay Bieszke
Director of Facilities40.00.0$167,948$0$37,536Yes (X)
Kenneth Larson
Investment Manager40.00.0$185,740$0$51,713Yes (X)
Anthony Drea
Chief Development Officer40.00.0$168,573$0$58,797Yes (X)
Edward Davis
Professor of Psychology40.00.0$159,131$0$37,620Yes (X)
Jamie Aten
Professor/Exec Director of HDI40.00.0$159,319$0$43,544Yes (X)
Mark Yarhouse
Professor40.00.0$176,757$0$38,886Yes (X)
Michael Wilder
Dean of Music & Communications40.00.0$154,086$0$33,715Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,004,692TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$862,150TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K97IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
BON APPETIT
421 CHASE STREETWHEATONIL60187FOOD SERVICE$5,740,392
MA MORTENSON CO
25 NORTHWEST POINT BLVDELK GROVE VILLAGEIL60007CONSTRUCTION SERVICES$3,499,022SUITE 100
schneider electric buildings americas inc
1650 West Crosby RoadCarrolltonTX75006ENERGY MANAGEMENT SERVICES$2,560,482
Mythics Inc
4525 Main StreetVirginia BeachVA23462CONSULTING$1,053,409
AVI Systems Inc
703 W Algonquin RdArlingtonHeightsIL60005AV SERVICES$748,552Ste 102
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K45CntrctRcvdGreaterThan100KCnt
Related Organizations$453,000RelatedOrganizationsAmt
Government Grants$1,152,552GovernmentGrantsAmt
All Other Contributions$40,692,738AllOtherContributionsAmt
Noncash Contributions$3,465,077NoncashContributionsAmt
Total Contributions$42,298,290TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Tuition & Fees611600$100,333,664$100,333,664
Auxiliary Revenue611600$22,889,274$22,889,274
Public Service Revenues541800$2,542,039$2,542,039
Minor Program Revenues611600$5,169,204$5,169,204
Student Insurance900099$282,442$282,442

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$131,216,623TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,853,105TotalRevenueColumnAmt
Unrelated Business Revenue$104,183UnrelatedBusinessRevenueAmt
Exclusion$16,748,922ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,879TotalRevenueColumnAmt
Exclusion$4,879ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$37,833RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$37,833RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,833TotalRevenueColumnAmt
Unrelated Business Revenue$398UnrelatedBusinessRevenueAmt
Exclusion$37,435ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$219,475,237SecuritiesAmt
Other$1,867,544OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$204,187,624SecuritiesAmt
Other$1,905,824OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$15,287,613SecuritiesAmt
Other-$38,280OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,249,333TotalRevenueColumnAmt
Exclusion$15,249,333ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescTrust Company FeesDesc
Business561000BusinessCd
Total Revenue Column$836,102TotalRevenueColumnAmt
Related Or Exempt Func Income$817,075RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$19,027UnrelatedBusinessRevenueAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$836,102OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$206,496,165TotalRevenueColumnAmt
Related Or Exempt Func Income$132,033,698RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$123,608UnrelatedBusinessRevenueAmt
Exclusion$32,040,569ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,060,385TotalAmt
Program Services$1,060,385ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$47,559,533TotalAmt
Program Services$47,559,533ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$19,800TotalAmt
Program Services$19,800ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,836,300TotalAmt
Program Services$765,801ProgramServicesAmt
Management And General$1,730,143ManagementAndGeneralAmt
Fundraising$340,356FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$296,494TotalAmt
Management And General$296,494ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$58,308,909TotalAmt
Program Services$43,517,848ProgramServicesAmt
Management And General$10,126,348ManagementAndGeneralAmt
Fundraising$4,664,713FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,580,755TotalAmt
Program Services$1,926,102ProgramServicesAmt
Management And General$448,193ManagementAndGeneralAmt
Fundraising$206,460FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$9,299,396TotalAmt
Program Services$6,940,443ProgramServicesAmt
Management And General$1,615,001ManagementAndGeneralAmt
Fundraising$743,952FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,152,735TotalAmt
Program Services$3,099,322ProgramServicesAmt
Management And General$721,194ManagementAndGeneralAmt
Fundraising$332,219FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$795,747TotalAmt
Management And General$795,747ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$237,769TotalAmt
Management And General$237,769ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$441,326TotalAmt
Management And General$441,326ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,801,593TotalAmt
Program Services$3,553,179ProgramServicesAmt
Management And General$1,200,398ManagementAndGeneralAmt
Fundraising$48,016FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,182,115TotalAmt
Program Services$319,171ProgramServicesAmt
Management And General$721,090ManagementAndGeneralAmt
Fundraising$141,854FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,441,692TotalAmt
Program Services$1,766,438ProgramServicesAmt
Management And General$602,002ManagementAndGeneralAmt
Fundraising$73,252FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,011,756TotalAmt
Program Services$832,906ProgramServicesAmt
Management And General$2,178,850ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,639,170TotalAmt
Program Services$8,379,995ProgramServicesAmt
Management And General$172,783ManagementAndGeneralAmt
Fundraising$86,392FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,170,689TotalAmt
Program Services$2,821,913ProgramServicesAmt
Management And General$126,828ManagementAndGeneralAmt
Fundraising$221,948FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$345,164TotalAmt
Program Services$249,708ProgramServicesAmt
Management And General$95,456ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,037,188TotalAmt
Management And General$4,037,188ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$15,606,763TotalAmt
Program Services$13,684,792ProgramServicesAmt
Management And General$1,921,971ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,051,893TotalAmt
Program Services$529,933ProgramServicesAmt
Management And General$1,521,960ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
HOSPITALITY$1,391,943$1,006,999$384,944
PRINTING AND PUBLICATIONS$789,208$157,842$623,474$7,892
Professional Development$304,953$207,368$82,337$15,248
Dues/Memberships$406,186$259,959$138,103$8,124

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$9,214,375TotalAmt
Program Services$6,510,160ProgramServicesAmt
Management And General$2,704,215ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$184,983,837TotalAmt
Program Services$145,169,597ProgramServicesAmt
Management And General$32,923,814ManagementAndGeneralAmt
Fundraising$6,890,426FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$45,823,730BOYAmt
EOY$51,738,926EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,859,898BOYAmt
EOY$14,431,680EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,942,184BOYAmt
EOY$3,767,505EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$36,050BOYAmt
EOY$18,294EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$3,860,553BOYAmt
EOY$3,904,916EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,281,578BOYAmt
EOY$2,578,680EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$498,779,169LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$249,154,107LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$254,095,005BOYAmt
EOY$249,625,062EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$626,980,793BOYAmt
EOY$655,915,226EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$90,802,469BOYAmt
EOY$108,629,045EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$992,027BOYAmt
EOY$1,437,569EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$13,540,281BOYAmt
EOY$12,814,801EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,048,214,568BOYAmt
EOY$1,104,861,704EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$12,077,404BOYAmt
EOY$11,807,935EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$5,033,792BOYAmt
EOY$5,190,303EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$72,000,000BOYAmt
EOY$72,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$101,341,856BOYAmt
EOY$91,635,594EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$190,453,052BOYAmt
EOY$180,633,832EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$376,115,076BOYAmt
EOY$349,472,057EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$481,646,440BOYAmt
EOY$574,755,815EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$857,761,516BOYAmt
EOY$924,227,872EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,048,214,568BOYAmt
EOY$1,104,861,704EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$21,512,328ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$50,718,040NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$5,764,012OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,098,804CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,252,702CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$51,186,495CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,317,420CurrentTaxYearMinus1YearAmt
Current Tax Year$42,298,290CurrentTaxYearAmt
Total$196,153,711TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,098,804CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,252,702CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$51,186,495CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,317,420CurrentTaxYearMinus1YearAmt
Current Tax Year$42,298,290CurrentTaxYearAmt
Total$196,153,711TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$10,708,862SubstantialContributorsTotAmt
Public Support Total170$185,444,849PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,013,308CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,071,247CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,711,419CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,693,523CurrentTaxYearMinus1YearAmt
Current Tax Year$16,895,817CurrentTaxYearAmt
Total$64,385,314TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$735,307CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$796,386CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$817,936CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$864,219CurrentTaxYearMinus1YearAmt
Current Tax Year$836,102CurrentTaxYearAmt
Total$4,049,950TotalAmt
FieldValueIRS element (for citing)
Total Support$264,588,975TotalSupportAmt
Gross Receipts Rltd Activities$623,860,499GrossReceiptsRltdActivitiesAmt
Public Support CY1700.7009PublicSupportCY170Pct
Public Support PY1700.7027PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - TRUST COMPANY FEES, COLUMN A - 735307.0, COLUMN B - 796386.0, COLUMN C - 817936.0, COLUMN D - 864219.0, COLUMN E - 836102.0, COLUMN F - 4049950.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held35DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held0FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$167,605DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$0FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$1,060,385DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$0FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$7,288,330DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$0FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$701,771AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$558,231,864BeginningYearBalanceAmt
Contributions$14,126,491ContributionsAmt
Investment Earnings Or Losses$65,861,797InvestmentEarningsOrLossesAmt
Grants Or Scholarships$26,422,815GrantsOrScholarshipsAmt
Other Expenditures$1,674,070OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$610,123,267EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$529,360,239BeginningYearBalanceAmt
Contributions$10,191,198ContributionsAmt
Investment Earnings Or Losses$45,029,315InvestmentEarningsOrLossesAmt
Grants Or Scholarships$26,270,843GrantsOrScholarshipsAmt
Other Expenditures$78,045OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$558,231,864EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$647,433,000BeginningYearBalanceAmt
Contributions$5,320,026ContributionsAmt
Investment Earnings Or Losses-$99,389,816InvestmentEarningsOrLossesAmt
Grants Or Scholarships$23,849,063GrantsOrScholarshipsAmt
Other Expenditures$153,908OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$529,360,239EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$502,044,000BeginningYearBalanceAmt
Contributions$11,367,000ContributionsAmt
Investment Earnings Or Losses$157,876,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$22,466,000GrantsOrScholarshipsAmt
Other Expenditures$1,388,000OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$647,433,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$503,365,999BeginningYearBalanceAmt
Contributions$5,549,000ContributionsAmt
Investment Earnings Or Losses$15,689,001InvestmentEarningsOrLossesAmt
Grants Or Scholarships$21,288,000GrantsOrScholarshipsAmt
Other Expenditures$1,272,000OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$502,044,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.2273BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.7727PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$18,754,594OtherCostOrOtherBasisAmt
Book Value$18,754,594BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$375,550,493OtherCostOrOtherBasisAmt
Depreciation$181,021,344DepreciationAmt
Book Value$194,529,149BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,505,282OtherCostOrOtherBasisAmt
Depreciation$10,688,053DepreciationAmt
Book Value-$8,182,771BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$55,287,157OtherCostOrOtherBasisAmt
Depreciation$46,748,163DepreciationAmt
Book Value$8,538,994BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$46,681,643OtherCostOrOtherBasisAmt
Depreciation$10,696,547DepreciationAmt
Book Value$35,985,096BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$249,625,062TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescHedge funds and private equityDesc
Book Value$108,629,045BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$108,629,045TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
OBLIGATIONS UNDER ANNUITIES, SPLIT-INTRST AGREEMENTS, OTHER TRST BENEFICIARIES$80,695,797
INTEREST RATE SWAP AGREEMENT$1,210,123
ASSET RETIREMENT OBLIGATION$3,398,405
REFUNDABLE U.S. GOVERNMENT GRANTS FOR STUDENT LOANS$38,732
POST-RETIREMENT BENEFITS OBLIGATION$6,292,537
FieldValueIRS element (for citing)
Total Liability$91,635,594TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$204,434,823TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$50,718,040NetUnrealizedGainsInvstAmt
Other Revenue-$5,764,012OtherRevenueAmt
Revenue Not Reported$44,954,028RevenueNotReportedAmt
Revenue Subtotal$159,480,795RevenueSubtotalAmt
Other Revenues Not Included$47,015,370OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$47,015,370RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$206,496,165TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$137,968,467TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$137,968,467ExpensesSubtotalAmt
Other Expenses Not Included$47,015,370OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$47,015,370ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$184,983,837TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part II CONSERVATION EASEMENTSWheaton College owns 21 acres of land subject to a conservation easement held by Northwoods Land Trust, Inc. (an unrelated tax-exempt charitable organization). Northwoods Land Trust, Inc. acquired the conservation easement in 2005 from private landowners, subject to an agreement that permitted the use of the land as an outpost camping site by HoneyRock/Wheaton College. The subject property was subsequently contributed to Wheaton College by the private landowners in 2010.
Schedule D, Part III, Line 4 Collections of art - description of collectionsWHEATON COLLEGE HAS PIECES OF ART AND ARTIFACTS, VARIOUS LITERARY COLLECTIONS, ORIGINAL MANUSCRIPTS, PRIVATE PAPERS, AND RARE BOOKS OF SEVERAL AUTHORS. WHEATON COLLEGE'S COLLECTION OF BOOKS AND EXHIBITS ARE DEDICATED TO THE MESSAGE AND HISTORY OF EVANGELISM IN AMERICA. THE BOOKS AND EXHIBITS PROVIDE RESOURCES FOR RESEARCH AND STUDY. THE MARION E. WADE CENTER PROMOTES CULTURAL ENGAGEMENT AND SPIRITUAL FORMATION BY OFFERING A COLLECTION OF RESOURCES AVAILABLE NOWHERE ELSE IN THE WORLD. WE EMPHASIZE THE ONGOING RELEVANCE OF SEVEN BRITISH CHRISTIAN AUTHORS WHO PROVIDE A DISTINCTIVE BLEND OF INTELLECT, IMAGINATION, AND FAITH: C.S. LEWIS, J.R.R. TOLKIEN, DOROTHY L. SAYERS, GEORGE MACDONALD, G.K. CHESTERTON, OWEN BARFIELD, AND CHARLES WILLIAMS. THE WADE CENTER IMPLEMENTS THESE GOALS BY: * ASSISTING SCHOLARS IN THEIR STUDY OF UNIQUE MATERIALS BY AND ABOUT THESE SEVEN AUTHORS IN ORDER TO GENERATE NEW UNDERSTANDINGS; * SHARING INSIGHTS WITH A BROADER AUDIENCE THROUGH OUR NUMEROUS PROGRAMS AND PUBLICATIONS; * SUPPORTING ARTISTIC WORKS INSPIRED BY OUR AUTHORS; * WELCOMING VISITORS TO OUR MUSEUM. THE WADE CENTER IS OPEN TO THE GENERAL PUBLIC AS WELL AS THE WHEATON COLLEGE COMMUNITY. THERE IS NO ADMISSION FEE. THE ARCHAEOLOGY MUSEUM CONTAINS MORE THAN 14,000 ARTIFACTS EXCAVATED BY JOSEPH P. FREE, WHO SERVED AS PROFESSOR OF ARCHAEOLOGY AT WHEATON COLLEGE FROM 1953-1964. THE EXCAVATION SITE WAS THE ANCIENT CITY OF DOTHAN LOCATED JUST TEN KILOMETERS FROM MODERN-DAY JENIN IN PALESTINE. THE MUSEUM IS OPEN TO THE PUBLIC AND IS LOCATED ON THE FIFTH FLOOR OF THE BILLY GRAHAM HALL. VISITS TO THE MUSEUM ARE BY APPOINTMENT. CONTACT THE OFFICE COORDINATOR FOR THE BIBLICAL AND THEOLOGICAL STUDIES DEPARTMENT AT 630-752-5054. THE WHEATON COLLEGE BILLY GRAHAM CENTER ARCHIVES ARE A MAJOR RESEARCH COLLECTION OF UNPUBLISHED MATERIALS RELATING TO NORTH AMERICAN, PROTESTANT, NON-DENOMINATIONAL EVANGELISM AND GLOBAL MISSIONS EFFORTS. THE WHEATON COLLEGE BILLY GRAHAM CENTER ARCHIVES ARE LOCATED ON THE THIRD FLOOR OF BILLY GRAHAM HALL IN ROOM 307 INSIDE THE SPECIAL COLLECTIONS COMMONS.
Schedule D, Part V, Line 4 Intended uses of endowment fundsThe intended use of the Endowment Funds are for Student Scholarships and Student Loans and for Operations.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteThe College and the Wheaton College Billy Graham Center have received determination letters from the Internal Revenue Service indicating they are tax-exempt organizations described in Section 501(c)(3) of the Internal Revenue Code (the Code). Accordingly, they are generally exempt from income taxes pursuant to Section 501(a) of the Code, except for taxes pertaining to unrelated business income. The College believes it has taken no uncertain tax positions as of June 30, 2024 or 2023.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990CHANGE IN THE VALUE OF ANNUITIES - -3957941 CHANGE IN THE VALUE OF THE BOND SWAP - 530528 POST RETIREMENT BENEFIT CHANGE - 1332000 DONOR ADVISED FUNDS OTHER - -1060385 DONOR ADVISED FUNDS TO WHEATON COLLEGE - -914252 ENDOWMENT FUNDS TO RELATED ORGANIZATION - -1693962
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsSCHOLARSHIPS - 47015370
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsSCHOLARSHIPS - 47015370

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYThe College's non-discrimination policy is stated on the College's website, required training for all students and employees, and all recruitment brochures and literature.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTWheaton College students receive federal financial assistance in accordance with Title IV of the Education Amendments of 1972.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean00Investments$65,270,661
Central America and the Caribbean00Program Services$67,989STUDY/HUMANITARIAN PROJECTS
Europe (Including Iceland and Greenland)00Program Services$202,327STUDY/HUMANITARIAN PROJECTS
Middle East and North Africa00Program Services,Grantmaking$908,288STUDY/HUMANITARIAN PROJECTS
North America (Canada & Mexico only)00Program Services$242,631STUDY/HUMANITARIAN PROJECTS
South Asia00Program Services$35,991STUDY/HUMANITARIAN PROJECTS
Sub-Saharan Africa00Program Services$41,344STUDY/HUMANITARIAN PROJECTS
South America00Program Services$20,822STUDY/HUMANITARIAN PROJECTS
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$66,790,053SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$66,790,053TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp

FieldValueIRS element (for citing)
Type Of AssistanceScholarshipTypeOfAssistanceTxt
RegionMiddle East and North AfricaRegionTxt
Recipient1RecipientCnt
Cash Grant$19,800CashGrantAmt
Manner Of Cash DisbursementWIRE TRANSFERMannerOfCashDisbursementTxt
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsGRANTS AND SCHOLARSHIPS ARE AWARDED TO STUDENTS WHO APPLY FOR FINANCIAL ASSISTANCE AT WHEATON COLLEGE. GRANT RECIPIENTS ARE BASED ON FINANCIAL NEED. SCHOLARSHIPS AND OTHER ASSISTANCE IS MERIT-BASED. ALL FUNDS ARE USED FOR TUITION AND BOOKS AND LIVING EXPENSES AT WHEATON COLLEGE. THIS PROCESS IS MONITORED BY THE FINANCIAL AID OFFICE AT THE COLLEGE.
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsCENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
Schedule F, Part III Method used to account for expenditures on org's financial statementsMIDDLE EAST AND NORTH AFRICA -Accrual

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (21 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
CEF of Greater Cincinnati
PO Box 778MasonOH45040340898549501(c)3$15,000GENERAL SUPPORT
Christian Aid Mission
1807 Seminole Trail Ste 200CharlottesvilleVA22901520908482501(c)3$5,303GENERAL SUPPORT
City Church of Gainesville
19 SW 1stGainesvilleFL32601501(c)3$10,000City Roots Project
College Church
332 E SeminaryWheatonIL60187362203929501(c)3$12,000$1K Pioneer Club $11K GENERAL SUPPORT
Covenant Church of Naples
6926 Trail BlvdNaplesFL34108591098689501(c)3$260,000$175,000 Missions Fund $25,000 GENERAL SUPPORT $60 k Christian School Fund
Goodwill Industries International
15810 Indianola DrRockvilleMD20855530196517501(c)3$382,350CEO Workforce Skills Launch Program
Grace Bible Presbyterian Church
12060 Lebanon RdCincinnatiOH45241501(c)3$40,000GENERAL SUPPORT
Life Forward
2415 Auburn AveCincinnatiOH45219311113258501(c)3$10,000Legacy Fund
Life Forward Pregnancy Care of Cincinnati
2415 Auburn AveCincinnatiOH45219311113258501(c)3$20,000change for life matching
Maranatha Bible & Missionary Conference
4759 Lake Harbor RdNorton ShoresMI49441381558540501(c)3$16,950$2.5 restricted $4,250 various projects $6,200 baseball camp $4k mission support
Messiah Lutheran Church of Roanoke
2412 Maiden Ln SWRoanokeVA24015991628576501(c)3$8,000GENERAL SUPPORT
Moody Bible Institute
820 N LaSalle BlvdChicagoIL60610362167792501(c)3$32,000$30k Moody Aviation $2k GENERAL SUPPORT-Moody Radio
Outreach Community Ministries
373 S Schmale RdCarol StreamIL60188237265066501(c)3$16,000GENERAL SUPPORT
Practicing the Way
c/o Bridgetown ChurchPortlandOR97212862274103501(c)3$7,500GENERAL SUPPORT2120 NE Tillamook St
Skokie Valley Baptist Church
1050 Skokie BlvdWilmetteIL60091362440497501(c)3$15,000$2K Ukraine Relief $1,500 Community Outreach $1,500 Student Scholarship $10,000 GENERAL SUPPORT
St Johns Lutheran Church
4608 Brambleton AveRoanokeVA24018501(c)3$8,000GENERAL SUPPORT
The Gospel Coalition
PO Box 170346AustinTX78717010892431501(c)3$25,000The Keller Center
The Mercy Kids Foundation
15616 Chatham RdMoores HillIN47032464598879501(c)3$15,000Giving Tuesday 2023 match
The Village Chapel
10 Azalea DrPinehurstNC28374560529992501(c)3$12,000$10k GENERAL SUPPORT $2k Practicing the Way program
Wellspring Anglican Church
3885 S BroadwayDenverCO80113841583125501(c)3$6,000GENERAL SUPPORT
Wheaton Bible Church
27W500 North AveWest ChicagoIL60185362233546501(c)3$22,000$2k IPF GO team w/ Kids Alive $20k GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org21Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIPS - Undergraduate - Merit Based4088$28,109,763
SCHOLARSHIPS - Undergraduate - Need Based2574$16,296,303
SCHOLARSHIPS - Graduate - Merit Based343$1,043,431
SCHOLARSHIPS - Graduate - Need Based66$221,817
Discounts650$864,195
Other Student Assistance77$1,024,024

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationGrants and scholarships are awarded to students who apply for financial assistance at Wheaton College. Grant recipients are based on financial need. Scholarships and other assistance is merit-based. All funds are used for tuition and books and living expenses at Wheaton College. This process is monitored by the Financial Aid Office at the College. For all other grants; contributions under $1,000,000, Wheaton College will generally retain 25%; for contributions of over $1,000,000, Wheaton College will generally retain 10%. The remaining portion of each donor's contribution is available for distribution to other public charities at the donor's recommendation, subject to the approval of the Wheaton College Charity Selection Committee. The Committee must review and approve all recommendations. Such review includes: verifying exempt status, identifying the mission of the organization and the purpose of the grant, and review of the organization's Form 990, if applicable.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Philip G Ryken
President/Trustee$387,149$0$0$0$2,427$0$36,166$0$172,345$0$598,087$0$0$0
J Chadwick Rynbrandt
VP for Finance & Operations, Treasurer$254,475$0$0$0$28,407$0$27,804$0$32,488$0$343,174$0$0$0
Kirk D Farney
VP for Advancement & Alumni Relations$239,973$0$0$0$2,770$0$26,304$0$21,856$0$290,903$0$0$0
Karen Lee
Provost$228,056$0$0$0$1,103$0$24,767$0$23,331$0$277,257$0$0$0
Paul Chelsen
Vice President - Student Development$175,382$0$0$0$1,135$0$19,304$0$59,909$0$255,730$0$0$0
Silvio Vazquez
Chief Enrollment Management Officer$179,543$0$0$0$1,526$0$19,853$0$30,585$0$231,507$0$0$0
Vanessa Wynder Quainoo
Chief Intercultural Engagement Officer$132,921$0$0$0$2,634$0$14,813$0$30,518$0$180,886$0$0$0
Kenneth Larson
Investment Manager$183,474$0$0$0$2,266$0$11,704$0$40,009$0$237,453$0$0$0
Alan Wolff
Chief Information Officer$193,365$0$0$0$2,272$0$11,750$0$8,546$0$215,933$0$0$0
Jay Bieszke
Director of Facilities$167,251$0$0$0$697$0$10,608$0$26,928$0$205,484$0$0$0
Anthony Drea
Chief Development Officer$167,169$0$0$0$1,404$0$10,741$0$48,056$0$227,370$0$0$0
Mark Yarhouse
Professor$175,951$0$0$0$806$0$8,365$0$30,521$0$215,643$0$0$0
Jamie Aten
Professor/Exec Director of HDI$158,945$0$0$0$374$0$10,169$0$33,375$0$202,863$0$0$0
Edward Davis
Professor of Psychology$158,995$0$0$0$136$0$7,307$0$30,313$0$196,751$0$0$0
Michael Wilder
Dean of Music & Communications$151,042$0$0$0$3,044$0$9,412$0$24,303$0$187,801$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule J, Part I, Line 1a Housing allowance or residence for personal useFormAndLineReferenceDesc
ExplanationThe President of the College receives a housing allowance that is excluded from taxable income pursuant to IRC ยง119.ExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Philip G RykenBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgPresidentRelationshipWithOrgTxt
Loan PurposeHome Mortgage/ Home ImprovementsLoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$210,000OriginalPrincipalAmt
Balance Due$18,294BalanceDueAmt
DefaultfalseDefaultInd
Board Or Committee ApprovalYes (true)BoardOrCommitteeApprovalInd
Written AgreementYes (true)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$18,294TotalBalanceDueAmt

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

FieldValueIRS element (for citing)
Cash Grant$23,065CashGrantAmt
Type Of AssistancescholarshipTypeOfAssistanceTxt
Assistance PurposeFINANCIAL AIDAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Kenneth Larson
Key employee/ Investment manager$130,625Sister Karen Belling is the Director of Student Financial Services at Wheaton College.false
Kenneth Larson
Key employee/ Investment manager$43,713Spouse Laurel Larson is the CMCA coordinator for the Wheaton College Billy Graham Center for Evangelism.false
Philip Ryken
President$84,457Brother-in-law Jeffrey Beaird is a network/systems engineer at Wheaton College.false
Karen Lee
OFFICER$15,880HUSBAND STEPHEN GOFORTH IS THE Director of the Journalism Certificate at Wheaton College.false
J CHADWICK RYNBRANDT
OFFICER$21,819DAUGHTER MIA RYNBRANDT IS an Accounts Payable Clerk at Wheaton College.false

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$820NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$27,577NoncashContributionsRptF990Amt
Method Of Determining RevenuesReplacement costMethodOfDeterminingRevenuesTxt

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$16,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution87ContributionCnt
Noncash Contributions Rpt F990$3,368,705NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$300NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Athletic Equipment2$3,000Cost
Yes (X)Music Equipment2$48,450Cost
Yes (X)misc. donations1$225Cost
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I Explanations of reporting method for number of contributionsFormAndLineReferenceDesc
ExplanationBooks and publications - Number of contributions Securities - Publicly traded - Number of contributions Other - Athletic Equipment Number of contributions Other - Music Equipment Number of contributions Other - misc. donations Number of contributions Art - Works of art - Number of contributions Food inventory - Number of contributions Cars and other vehicles - Number of contributionsExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services(Expenses $ 4,205,000 including grants of $ 1,060,385)(Revenue $ 8,528,318) ARTIST SERIES, THE COMMUNITY SCHOOL OF THE ARTS AND SUMMER SPORTS CAMPS. MINOR PROGRAMS, APPLICATION FEES, TUITION INSTALLMENT PLAN FEES, PARKING FINES, PARKING PERMITS AND LIBRARY FINES. THE COLLEGE SOLICITS A VARIETY OF CONTRIBUTIONS FOR ITS PROGRAMS INCLUDING DONOR-ADVISED FUNDS. DONOR-ADVISED FUND CONTRIBUTIONS RECEIVED ARE ACCOUNTED FOR AS OTHER INVESTMENTS. DONOR-ADVISED FUNDS ALLOW FOR THE DONOR TO RECOMMEND DISTRIBUTIONS TO COLLEGE PROGRAMS OR OTHER CHARITABLE ORGANIZATIONS. ALTHOUGH THE COLLEGE GENERALLY COMPLIES WITH THE DONOR'S RECOMMENDATION, THEY ARE SUBJECT TO APPROVAL BY THE COLLEGE'S CHARITY SELECTION COMMITTEE. THE COLLEGE'S POLICY IS TO DISTRIBUTE A MAXIMUM OF 75% - 90% OF DONOR-ADVISED FUND CONTRIBUTIONS TO UNRELATED THIRD PARTIES.
Form 990, Part VI, Line 14 Document Retention and Destruction PolicyWheaton College does not have a formal document retention and destruction policy in place at this time. Departments within the organization have their own document retention and destruction policies, but the organization plans to implement an organization wide policy in the near future.
Form 990, Part VI, Line 1a Delegate broad authority to a committeeThe Executive Committee shall consist of not less than seven elected Trustees, a majority of whom shall constitute a quorum, and as ex-officio members the Chairman of the Board, Vice Chairman of the Board and the President. The Chairman of the Board shall also be the Chairman of the Executive Committee and in his/her absence, the Vice Chairman shall sit in his/her place. The Executive Committee shall have and may exercise all of the authority of the Board of Trustees during the interim between regular meetings of the Board provided that such committee shall not have the authority of the Board of Trustees in reference to (I) amending, altering, or repealing their Bylaws; (ii) electing, appointing, or removing any Trustee; (iii) amending the Charter; (iv) adopting a plan of merger or consolidation with another corporation; (v) authorizing the sale, lease, exchange, or mortgage of all or substantially all of the property and assets of the Corporation; (vi) authorizing the voluntary dissolution of the Corporation.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyAfter finalizing the Form 990 with the paid tax preparer, the VP for Finance will forward a copy of the Form 990 to all board members for their review prior to filing the return with the IRS.
Form 990, Part VI, Line 12c Conflict of interest policyOfficers, trustees, key employees and other highest compensated employees are annually asked to disclose any potential conflicts of interest. Each interested person is provided a questionnaire electronically to be reviewed. The General Counsel reviews the questionnaires and prepares an annual report to the Governance, Nomination and Compensation Committee of the Board of Trustees. If a conflict exists, the Board member is asked to abstain from voting on the issue of which they have a conflict.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialThe Governance, Nomination and Compensation Committee of the Board reviews and approves the President's compensation. The review includes outside compensation surveys, studies prepared by internal staff and an independent compensation consultant as well as Forms 990 of similar educational institutions. This process is undertaken annually and documented in the meeting minutes of the Governance, Nomination and Compensation Committee.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesThe Governance, Nomination and Compensation Committee also reviews and approves the compensation for the VP for Finance, the VP for Student Development, the Provost, the VP for Advancement, the Chief Enrollment Management Officer and the Chief Intercultural Engagement Officer. The reviews utilize compensation data from Forms 990 of similar educational institutions. This process is undertaken annually and is documented in the meeting minutes of the Governance, Nomination and Compensation Committee.
Form 990, Part VI, Line 19 Required documents available to the publicThe College's financial statements are available on our website. Governing documents and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. These documents are not available to the public at this time.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesCHANGE IN THE VALUE OF ANNUITIES - -3957941; CHANGE IN THE VALUE OF THE BOND SWAP - 530528; POSTRETIREMENT BENEFIT CHANGES - 1332000; DONOR ADVISED FUNDS OTHER - -1060385; DONOR ADVISED FUNDS TO WHEATON COLLEGE - -914252; ENDOWMENT FUNDS TO RELATED ORGANIZATION - -1693962;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
WHEATON COLLEGE BILLY GRAHAM CENTER
501 COLLEGE AVENUEWHEATONIL60187362982217RESEARCHIL501(c)(3)Type IWHEATON COLLEGEYes (true)
WHEATON COLLEGE ALUMNI ASSOCIATION
501 COLLEGE AVENUEWHEATONIL60187366127340ALUMNI ASSOCIL501(c)(3)Type IIWHEATON COLLEGEYes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
WHEATON COLLEGE TRUST COMPANY NA
501 COLLEGE AVENUEWHEATONIL60187364353420TRUST ADMINISTRATIONILWHEATON COLLEGEC Corporation$1,333,940$3,911,2630.997Yes (true)
Charitable Remainder Trust
501 COLLEGE AVENUEWheatonIL60187TrustILWheaton CollegeTrustYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Wheaton College Trust Company NA
M$847,254Based on the number of Trusts
Wheaton College Trust Company NA
A$37,833Based on square footage plus overhead
Wheaton College Trust Company NA
O$836,102Based on number of Trusts
Billy Graham Center
C$453,000General Ledger