FURP.ORG / PUBLIC DATA EXPLORER

COLLEGE OF WOOSTER: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
COLLEGE OF WOOSTER (EIN 34-0714654)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-16
IRS object ID
202231369349312673
Schema version
2020v4.2
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)
Return2022-05-16T15:44:30-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line130 S Wacker Drive Ste 3300AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN340714654EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The College of WoosterBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOLLBusinessNameControlTxt
Phone3302632321PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11101 N Bever StreetAddressLine1Txt
CityWoosterCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44691ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJames E PrincePersonNm
Person TitleVP for Finance & BusinessPersonTitleTxt
Phone3302632321PhoneNum
Signature2022-05-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJamesPersonFirstNm
Person LastPrincePersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRebekuh EleyPreparerPersonNm
PTINP01247672PTIN
Phone3126343400PhoneNum
Preparation2022-05-16PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSarah R BoltonPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11101 N Bever StreetAddressLine1Txt
CityWoosterCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44691ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$228,001,965GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.wooster.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1866FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionThe 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.ActivityOrMissionDesc
Voting Members Governing Body41VotingMembersGoverningBodyCnt
Voting Members Independent40VotingMembersIndependentCnt
Total Employee2061TotalEmployeeCnt
Total Volunteers1792TotalVolunteersCnt
Total Gross UBI$151,191TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$22,476,174PYContributionsGrantsAmt
CY Contributions Grants$30,725,530CYContributionsGrantsAmt
PY Program Service Revenue$121,682,240PYProgramServiceRevenueAmt
CY Program Service Revenue$119,017,892CYProgramServiceRevenueAmt
PY Investment Income$14,327,550PYInvestmentIncomeAmt
CY Investment Income$35,095,766CYInvestmentIncomeAmt
PY Other Revenue$82,644PYOtherRevenueAmt
CY Other Revenue$77,525CYOtherRevenueAmt
PY Total Revenue$158,568,608PYTotalRevenueAmt
CY Total Revenue$184,916,713CYTotalRevenueAmt
PY Grants And Similar Paid$62,227,726PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$64,778,788CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$63,657,261PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$58,432,322CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$60,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$18,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,447,184CYTotalFundraisingExpenseAmt
PY Other Expenses$35,083,381PYOtherExpensesAmt
CY Other Expenses$35,610,788CYOtherExpensesAmt
PY Total Expenses$161,028,368PYTotalExpensesAmt
CY Total Expenses$158,839,898CYTotalExpensesAmt
PY Revenues Less Expenses-$2,459,760PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$26,076,815CYRevenuesLessExpensesAmt
Total Assets BOY$592,071,433TotalAssetsBOYAmt
Total Assets EOY$694,683,910TotalAssetsEOYAmt
Total Liabilities BOY$74,473,656TotalLiabilitiesBOYAmt
Total Liabilities EOY$70,582,343TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$517,597,777NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$624,101,567NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThe 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. We engage motivated students in a rigorous and dynamic liberal 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$92,073,061ExpenseAmt
Grant$61,627,353GrantAmt
Revenue$100,263,439RevenueAmt
DescInstruction - The College of Wooster is a liberal arts institution that engages motivated students in a rigorous and dynamic liberal 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 1,887 undergraduate students, averaging $31,715 per student, to assist in meeting calculated financial need.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$22,717,515ExpenseAmt
Grant$2,855,665GrantAmt
Revenue$998,913RevenueAmt
DescStudent 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$17,042,560ExpenseAmt
Grant$0GrantAmt
Revenue$16,875,564RevenueAmt
DescAuxiliary Services - The College of Wooster is a residential campus with over 99% of enrolled students residing in a residence hall or program house. The Office of Residence Life manages 15 residence halls and 32 program houses. Students have several theme options available including cross cultural learning experiences, Luce language suites, independent senior housing, and Greek housing.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$11,649,057ExpenseAmt
Grant$295,770GrantAmt
Revenue$879,976RevenueAmt
DescResearch Programs, Public & Academic SupportDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$11,649,057TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$295,770TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$879,976TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$143,482,193TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related PersonYes (1)GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1938IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2061EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members41GoverningBodyVotingMembersCnt
Independent Voting Member40IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Eileen WalkerBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3302632018PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11101 N Bever StreetAddressLine1Txt
CityWoosterCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44691ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (53 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Sarah R Bolton
President60.00Yes (X)Yes (X)$322,993$0$151,692
Scott Friedhoff
VP of Enrollment & College Relations60.00Yes (X)$258,699$0$89,291
Scott C Brown
VP of SA/Dean of Students60.00Yes (X)$188,791$0$90,197
James E Prince
VP Fin. & Bus./Treasurer60.00Yes (X)$237,721$0$35,409
Wayne P Webster
VP For Advancement60.00Yes (X)$217,856$0$45,708
Ivonne M Garcia
Chief Diversity Officer60.00$186,157$0$32,218Yes (X)
Lisa Perfetti
Provost60.00Yes (X)$175,069$0$40,122
Jennifer D Winge
Dean of Admissions60.00$148,950$0$38,786Yes (X)
Keith D Beckett
Director of Physical Education60.00$157,693$0$17,610Yes (X)
Melissa Anderson
Chief Communication & Marketing Officer60.00$150,219$0$19,255Yes (X)
Mark A Wilson
Geology - Professor50.00$128,002$0$30,215Yes (X)
Ellen Falduto
Chief Info & Planning Officer60.00$131,330$0$22,031Yes (X)
Angela K Johnston
Sec. of College/Chief of Staff60.00Yes (X)$115,277$0$10,033
Donald R Frederico
Trustee/Board Chair8.00Yes (X)$0$0$0
Marianne M Sprague
Trustee/Board V.Chair/Comm5.00Yes (X)$0$0$0
Richard A Bowers
Trustee/Committee Chair5.00Yes (X)$0$0$0
Christopher C Causey
Trustee/Committee Chair5.00Yes (X)$0$0$0
Jamie Christensen
Trustee/Committee Chair5.00Yes (X)$0$0$0
Marilynn K Duker
Trustee/Committee Chair5.00Yes (X)$0$0$0
Stephen C Gault
Trustee/Committee Chair5.00Yes (X)$0$0$0
Jennifer A Haverkamp
Trustee/Committee Chair5.00Yes (X)$0$0$0
Gregory A Long
Trustee/Committee Chair5.00Yes (X)$0$0$0
Hon Solomon Oliver Jr
Trustee/Committee Chair5.00Yes (X)$0$0$0
Sally J Staley
Trustee/Committee Chair5.00Yes (X)$0$0$0
Robert M Tull
Trustee/Committee Chair5.00Yes (X)$0$0$0
William V Andrew
Trustee2.00Yes (X)$0$0$0
Douglas F Brush
Trustee2.00Yes (X)$0$0$0
Jayne Hart Chambers
Trustee2.00Yes (X)$0$0$0
Mary Culnan
Trustee2.00Yes (X)$0$0$0
Mark M Dowley
Trustee2.00Yes (X)$0$0$0
Christine Farrell
Trustee2.00Yes (X)$0$0$0
Doon A Foster
Trustee2.00Yes (X)$0$0$0
Diane H Frankle
Trustee2.00Yes (X)$0$0$0
Thomas R Gibian
Trustee2.00Yes (X)$0$0$0
Mark D Goodman
Trustee2.00Yes (X)$0$0$0
Diane L Hamburger
Trustee2.00Yes (X)$0$0$0
Brittany Harris
Trustee2.00Yes (X)$0$0$0
John Hemann
Trustee2.00Yes (X)$0$0$0
Patrick James
Trustee2.00Yes (X)$0$0$0
Julia H Klein
Trustee2.00Yes (X)$0$0$0
John W Kneen
Trustee2.00Yes (X)$0$0$0
Sayantan Mitra
Trustee2.00Yes (X)$0$0$0
E Blake Moore Jr
Trustee2.00Yes (X)$0$0$0
Mary A Neagoy
Trustee2.00Yes (X)$0$0$0
David Rice
Trustee2.00Yes (X)$0$0$0
Jilliene Rodriguez
Trustee2.00Yes (X)$0$0$0
Jennifer E Salier
Trustee2.00Yes (X)$0$0$0
Peter E Sundman
Trustee2.00Yes (X)$0$0$0
Anne Wilson
Trustee2.00Yes (X)$0$0$0
John Sullivan Wilson
Trustee2.00Yes (X)$0$0$0
Mary Beidler Gearen
Alumni Trustee4.00Yes (X)$0$0$0
Michael R Lauber
Alumni Trustee4.00Yes (X)$0$0$0
Erika C Poethig
Alumni Trustee4.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,418,757TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$622,567TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K13IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Bogner Corporation
PO Box 422WoosterOH44691Construction/Project Related$3,571,142
Bergmeyer Associates
51 Sleeper Street NWBostonMA02210Prof SVC: Architects$1,547,787
Bogner Construction Company
305 Mulberry PO Box 887WoosterOH44691Construction$477,597
EAB Global Inc DBA EAB
2445 M Street NWWashington DCDC20037Admission Consultants$438,177
Monticello Associates Inc
1800 Larimer StreetDenverCO80202Investment Advisors$270,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K12CntrctRcvdGreaterThan100KCnt
Federated Campaigns$4,587FederatedCampaignsAmt
Related Organizations$58,226RelatedOrganizationsAmt
Government Grants$5,552,112GovernmentGrantsAmt
All Other Contributions$25,110,605AllOtherContributionsAmt
Noncash Contributions$1,805,759NoncashContributionsAmt
Total Contributions$30,725,530TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
Tuition and Fees900099$100,250,272$100,250,272
Room & Board721000$16,386,755$16,386,755
Student Services900099$1,537,720$1,537,720
Student Auxiliary Services451211$488,809$17,746$471,063
Community Events900099$1,199$1,199

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$353,137TotalRevenueColumnAmt
Related Or Exempt Func Income$353,137RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$119,017,892TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,594,476TotalRevenueColumnAmt
Unrelated Business Revenue$151,191UnrelatedBusinessRevenueAmt
Exclusion$6,443,285ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,855TotalRevenueColumnAmt
Exclusion$20,855ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$78,111RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$21,441RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$56,670RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$56,670TotalRevenueColumnAmt
Exclusion$56,670ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$42,861,002SecuritiesAmt
Other$28,704,099OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$36,264,555SecuritiesAmt
Other$6,799,256OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$6,596,447SecuritiesAmt
Other$21,904,843OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,501,290TotalRevenueColumnAmt
Exclusion$28,501,290ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$184,916,713TotalRevenueColumnAmt
Related Or Exempt Func Income$118,546,829RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$151,191UnrelatedBusinessRevenueAmt
Exclusion$35,493,163ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$21,474TotalAmt
Program Services$21,474ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$53,995,884TotalAmt
Program Services$53,995,884ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$10,761,430TotalAmt
Program Services$10,761,430ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,003,958TotalAmt
Program Services$928,416ProgramServicesAmt
Management And General$730,944ManagementAndGeneralAmt
Fundraising$344,598FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$40,226,948TotalAmt
Program Services$35,493,260ProgramServicesAmt
Management And General$3,036,242ManagementAndGeneralAmt
Fundraising$1,697,446FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,462,193TotalAmt
Program Services$2,116,050ProgramServicesAmt
Management And General$240,388ManagementAndGeneralAmt
Fundraising$105,755FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$10,783,407TotalAmt
Program Services$9,802,788ProgramServicesAmt
Management And General$482,586ManagementAndGeneralAmt
Fundraising$498,033FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,955,816TotalAmt
Program Services$2,565,005ProgramServicesAmt
Management And General$252,991ManagementAndGeneralAmt
Fundraising$137,820FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$320,533TotalAmt
Program Services$67,922ProgramServicesAmt
Management And General$252,611ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$96,244TotalAmt
Management And General$96,244ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$18,000TotalAmt
Fundraising$18,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,942,377TotalAmt
Management And General$2,942,377ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,279,127TotalAmt
Program Services$1,942,875ProgramServicesAmt
Management And General$279,505ManagementAndGeneralAmt
Fundraising$56,747FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$76,289TotalAmt
Program Services$23,455ProgramServicesAmt
Management And General$47,789ManagementAndGeneralAmt
Fundraising$5,045FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,610,319TotalAmt
Program Services$3,595,782ProgramServicesAmt
Management And General$1,810,410ManagementAndGeneralAmt
Fundraising$204,127FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,901,907TotalAmt
Program Services$1,312,695ProgramServicesAmt
Management And General$452,749ManagementAndGeneralAmt
Fundraising$136,463FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$3,378TotalAmt
Program Services$3,378ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,736,396TotalAmt
Program Services$2,615,340ProgramServicesAmt
Management And General$90,871ManagementAndGeneralAmt
Fundraising$30,185FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$669,325TotalAmt
Program Services$422,425ProgramServicesAmt
Management And General$240,117ManagementAndGeneralAmt
Fundraising$6,783FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$140,523TotalAmt
Program Services$122,522ProgramServicesAmt
Management And General$11,089ManagementAndGeneralAmt
Fundraising$6,912FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,806,833TotalAmt
Program Services$1,803,814ProgramServicesAmt
Management And General$1,328ManagementAndGeneralAmt
Fundraising$1,691FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,275,133TotalAmt
Program Services$9,125,316ProgramServicesAmt
Management And General$41,191ManagementAndGeneralAmt
Fundraising$108,626FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$44,203TotalAmt
Program Services$42,153ProgramServicesAmt
Management And General$2,050ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Cost of Sales$2,227,156$2,219,526$7,630
Equipment Rental & Main$2,191,792$1,947,785$239,872$4,135
Library Materials$1,017,994$1,017,994
Equipment$576,393$361,427$213,558$1,408

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,694,866TotalAmt
Program Services$1,173,477ProgramServicesAmt
Management And General$437,979ManagementAndGeneralAmt
Fundraising$83,410FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$158,839,898TotalAmt
Program Services$143,482,193ProgramServicesAmt
Management And General$11,910,521ManagementAndGeneralAmt
Fundraising$3,447,184FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$10,039BOYAmt
EOY$3,661,228EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,914,258BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$20,273,934BOYAmt
EOY$28,215,617EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,238,917BOYAmt
EOY$1,852,635EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$635,714BOYAmt
EOY$491,118EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,261,540BOYAmt
EOY$3,779,365EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$311,086,366LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$138,874,465LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$175,499,333BOYAmt
EOY$172,211,901EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$150,220,514BOYAmt
EOY$159,874,412EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$229,018,574BOYAmt
EOY$315,805,382EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$1,541,735BOYAmt
EOY$1,164,577EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,456,875BOYAmt
EOY$7,627,675EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$592,071,433BOYAmt
EOY$694,683,910EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$10,013,837BOYAmt
EOY$10,387,367EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,368,291BOYAmt
EOY$1,818,463EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$45,105,070BOYAmt
EOY$42,849,423EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$9,214BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$15,977,244BOYAmt
EOY$15,527,090EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$74,473,656BOYAmt
EOY$70,582,343EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$278,538,044BOYAmt
EOY$309,066,778EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$239,059,733BOYAmt
EOY$315,034,789EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$517,597,777BOYAmt
EOY$624,101,567EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$592,071,433BOYAmt
EOY$694,683,910EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$26,076,815ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$80,426,975NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)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$20,362,731CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,804,631CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,389,700CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,476,174CurrentTaxYearMinus1YearAmt
Current Tax Year$30,725,530CurrentTaxYearAmt
Total$112,758,766TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,362,731CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,804,631CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,389,700CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,476,174CurrentTaxYearMinus1YearAmt
Current Tax Year$30,725,530CurrentTaxYearAmt
Total$112,758,766TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$21,973,834SubstantialContributorsTotAmt
Public Support Total170$90,784,932PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,685,785CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,266,135CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,776,350CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,364,583CurrentTaxYearMinus1YearAmt
Current Tax Year$6,542,251CurrentTaxYearAmt
Total$25,635,104TotalAmt
FieldValueIRS element (for citing)
Total Support$138,393,870TotalSupportAmt
Gross Receipts Rltd Activities$138,455,173GrossReceiptsRltdActivitiesAmt
Public Support CY1700.65600PublicSupportCY170Pct
Public Support PY1700.68230PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$449,754AssetsIncludedAmt
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 Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$332,606,033BeginningYearBalanceAmt
Contributions$5,193,779ContributionsAmt
Investment Earnings Or Losses$109,461,622InvestmentEarningsOrLossesAmt
Other Expenditures$16,051,207OtherExpendituresAmt
End Year Balance$431,210,227EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$328,921,123BeginningYearBalanceAmt
Contributions$6,600,392ContributionsAmt
Investment Earnings Or Losses$12,459,898InvestmentEarningsOrLossesAmt
Other Expenditures$15,375,380OtherExpendituresAmt
End Year Balance$332,606,033EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$320,178,080BeginningYearBalanceAmt
Contributions$8,605,123ContributionsAmt
Investment Earnings Or Losses$15,389,256InvestmentEarningsOrLossesAmt
Other Expenditures$15,251,336OtherExpendituresAmt
End Year Balance$328,921,123EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$290,716,833BeginningYearBalanceAmt
Contributions$11,913,579ContributionsAmt
Investment Earnings Or Losses$32,861,812InvestmentEarningsOrLossesAmt
Other Expenditures$15,314,144OtherExpendituresAmt
End Year Balance$320,178,080EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$265,815,057BeginningYearBalanceAmt
Contributions$11,555,698ContributionsAmt
Investment Earnings Or Losses$37,095,754InvestmentEarningsOrLossesAmt
Other Expenditures$14,749,676OtherExpendituresAmt
End Year Balance$299,716,833EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.40597BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.37611PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.21791TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,743,744OtherCostOrOtherBasisAmt
Book Value$2,743,744BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$454,713InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$139,606,991OtherCostOrOtherBasisAmt
Depreciation$56,884,290DepreciationAmt
Book Value$83,177,414BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$23,298InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$122,461,216OtherCostOrOtherBasisAmt
Depreciation$50,822,741DepreciationAmt
Book Value$71,661,773BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$29,991,193OtherCostOrOtherBasisAmt
Depreciation$23,063,574DepreciationAmt
Book Value$6,927,619BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$15,805,211OtherCostOrOtherBasisAmt
Depreciation$8,103,860DepreciationAmt
Book Value$7,701,351BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$172,211,901TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescPartnershipsDesc
Book Value$315,805,382BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$315,805,382TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
Advances from Government for Student Loans$1,637,709
Accrued Charitable Gift Annuity and Trust Obligations$6,644,436
Asset Retirement Obligation$2,049,325
Accrued Postretirement Benefit Obligation$4,530,385
Lease Liabilities$665,235
FieldValueIRS element (for citing)
Total Liability$15,527,090TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$198,731,010TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$80,426,975NetUnrealizedGainsInvstAmt
Other Revenue$21,441OtherRevenueAmt
Revenue Not Reported$80,448,416RevenueNotReportedAmt
Revenue Subtotal$118,282,594RevenueSubtotalAmt
Investment Expenses Not Incld$3,013,537InvestmentExpensesNotIncldAmt
Other Revenues Not Included$63,620,582OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$66,634,119RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$184,916,713TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$92,227,220TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$21,441OtherExpensesIncludedAmt
Expenses Not Reported$21,441ExpensesNotReportedAmt
Expenses Subtotal$92,205,779ExpensesSubtotalAmt
Investment Expenses Not Incld2$3,013,537InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$63,620,582OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$66,634,119ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$158,839,898TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 income 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 continued 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 percent 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, 2021 and 2020, there were no unrecognized tax benefits identified or recorded as liabilities.
Part XI, Line 2d - Other Adjustments:Rental Expenses 21,441.
Part XI, Line 4b - Other Adjustments:Institutional Financial Aid 63,620,582.
Part XII, Line 2d - Other Adjustments:Rental Expenses 21,441.
Part XII, Line 4b - Other Adjustments:Insitutional Financial Aid 63,620,582.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3The 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 6The 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.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (27 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean00Investments$177,767,266
Central America and the Caribbean00Grantmaking$25,877
Central America and the Caribbean00Program Services$45,000Research
East Asia and the Pacific00Grantmaking$4,121,886
East Asia and the Pacific00Program Services$10,267Academic Support
East Asia and the Pacific00Program Services$190Student Support
East Asia and the Pacific00Speaking Support$400
Europe (Including Iceland & Greenland)00Grantmaking$400,260
Europe (Including Iceland & Greenland)00Program Services$200Student Support
Europe (Including Iceland & Greenland)00Program Services$166,772Acacdemic Support
Europe (Including Iceland & Greenland)00Program Services$8,701Research
Europe (Including Iceland & Greenland)00Program Services$680Student Services
Europe (Including Iceland & Greenland)00Fundraising$9,760
Middle East and North Africa00Grantmaking$987,079
North America (Canada & Mexico Only)00Grantmaking$220,725
North America (Canada & Mexico Only)00Program Services$786Academic Support
Russia and Neighboring States00Grantmaking$161,450
South America00Grantmaking$308,125
South Asia00Grantmaking$2,055,426
South Asia00Program Services$563Student Support
Sub-Saharan Africa00Grantmaking$2,480,602
Sub-Saharan Africa00Program Services$25Student Support
Sub-Saharan Africa00Program Services$6,622Academic Support
South Asia00Program Services$499Academic Support
South Asia00Program Services$500Research
East Asia and the Pacific00Investments$3,977,312
Russia and Neighboring States00Program Services$450Academic Support
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$182,371,146SubtotalSpentAmt
Continuation Spent$10,386,277ContinuationSpentAmt
Total Spent$192,757,423TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (45 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
Scholarship for Tuition & FeesCentral America and the Caribbean1$25,000Credit to Student Account
Scholarship for Tuition & FeesEast Asia and the Pacific146$4,089,637Credit to Student Account
Scholarship for Tuition & FeesEurope (Including Iceland & Greenland)9$395,900Credit to Student Account
Scholarship for Tuition & FeesMiddle East and North Africa22$966,134Credit to Student Account
Scholarship for Tuition & FeesRussia and Neighboring States4$159,950Credit to Student Account
Scholarship for Tuition & FeesSouth America10$302,325Credit to Student Account
Scholarship for Tuition & FeesSouth Asia56$2,015,310Credit to Student Account
Scholarship for Tuition & FeesSub-Saharan Africa61$2,415,610Credit to Student Account
Prizes - Academic Achievement & ContestsEast Asia and the Pacific14$2,980Check
Student ResearchEast Asia and the Pacific1$3,810SuppliesFMV
Student ResearchSub-Saharan Africa1$600SuppliesFMV
Vocational Grants for StudentsEast Asia and the Pacific9$14,897Check
Vocational Grants for StudentsEurope (Including Iceland & Greenland)1$300Check
Vocational Grants for StudentsSouth Asia7$9,901Check
Scholarship for Tuition & FeesNorth America - Canada and Mexico7$219,475Credit to Student Account
Prizes - Academic Achievement & ContestsNorth America - Canada and Mexico1$250Check
Prizes - Academic Achievement & ContestsSouth Asia3$700Check
Prizes - Academic Achievement & ContestsSub-Saharan Africa5$4,220Check
Scholarships For Tuition & FeesEast Asia and the Pacific1$1,000TravelFMV
Scholarship for Tuition & FeesMiddle East and North Africa1$209SuppliesFMV
Scholarship for Tuition & FeesMiddle East and North Africa1$4,732TravelFMV
Prizes - Academic Achievement & ContestsMiddle East and North Africa2$755Check
Prizes - Academic Achievement & ContestsEast Asia and the Pacific1$65MembershipFMV
Vocational Grant for Studentssub-Saharan Africa3$7,250Check
Vocational Grants for StudentsSouth America2$3,300Check
Scholarship for Tuition & FeesSouth Asia2$4,635TravelFMV
Scholarship for Tuition & FeesSub-Saharan Africa6$10,002TravelFMV
Prizes - Academic Achievement & ContestsSub-Saharan Africa1$65MembershipFMV
Scholarships For Tuition & FeesEast Asia and the Pacific13$6,998Check
Scholarships For Tuition & FeesEurope (Including Iceland & Greenland)4$2,660Check
Scholarships For Tuition & FeesMiddle East and North Africa13$10,198Check
Scholarships For Tuition & FeesNorth America - Canada and Mexico2$1,000Check
Scholarships For Tuition & FeesRussia and Neighboring States3$1,500Check
Scholarships For Tuition & FeesSouth America5$2,500Check
Scholarships For Tuition & FeesSouth Asia22$17,080Check
Scholarships For Tuition & FeesSub-Saharan Africa31$18,655check
Covid Related GrantEurope (Including Iceland & Greenland)1$1,400check
Covid Related GrantMiddle East and North Africa2$900check
Covid Related GrantSouth Asia1$100check
Covid Related GrantSub-Saharan Africa7$10,900check
Covid Related GrantEast Asia and the Pacific2$2,500Credit to Student Account
Covid Related GrantMiddle East and North Africa3$4,150Credit to Student Account
Covid Related GrantSouth Asia4$7,700Credit to Student Account
Covid Related GrantSub-Saharan Africa5$13,300Credit to Student Account
CheckCentral America and the Caribbean1$877Check
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 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 student 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 III Accounting Method:
Schedule F, Part I, Line 3Method used to account for expenditures on organization's financial statements: 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
Schedule F, Part IIIMethod used to account for grants on organization's financial statements: 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

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1Washburn & McGoldrick LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1950 New Loudon Rd Suite 210AddressLine1Txt
CityLathamCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12110ZIPCd
FieldValueIRS element (for citing)
ActivityFundraising/Campaign CounselActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$18,000RetainedByContractorAmt
Net To Organization$0NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$18,000TotalRetainedByContractorsAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Asheshi University FoundationBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 3rd AvenueAddressLine1Txt
CitySeattleCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd
FieldValueIRS element (for citing)
Recipient EIN911997089RecipientEIN
IRC Section501(c)(3)IRCSectionDesc
Cash Grant$13,000CashGrantAmt
Purpose Of GrantAcademic Support for Wooster/Asheshi programPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (14 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
Scholarships for Tuition and Fees1571$53,031,242
Scholarships for Tuition and Fees1$120FMVMedical
Scholarships for Tuition and Fees1$150FMVSupplies
Prizes-Academic Achievement & Contests4$220FMVMembership
Prizes-Academic Achievement & Contests7$936FMVSupplies
Prizes-Academic Achievement & Contests142$62,156
Student Research1$85FMVConference Registration
Student Research40$29,368FMVSupplies
Student Research1$1,118FMVTravel
Vocational Grants for Students1$2,100FMVTuition
Scholarships for Tuition and Fees8$6,960FMVTravel
COVID Related Grant474$730,879
Student Research2$2,555FMVTuition
Vocational Grant79$127,995

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationThe 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 selection 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 substantiated expenses, requiring written reports, and/or visiting sites of activities funded by the College grants.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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
Sarah R Bolton
President$321,751$0$0$0$1,242$0$82,342$0$69,350$0$474,685$0$0$0
Scott Friedhoff
VP of Enrollment & College Relations$250,139$0$0$0$8,560$0$21,747$0$67,544$0$347,990$0$0$0
Scott C Brown
VP of SA/Dean of Students$188,351$0$0$0$440$0$9,220$0$80,977$0$278,988$0$0$0
James E Prince
VP Fin. & Bus./Treasurer$230,895$0$0$0$6,826$0$16,458$0$18,951$0$273,130$0$0$0
Wayne P Webster
VP For Advancement$217,340$0$0$0$516$0$15,858$0$29,850$0$263,564$0$0$0
Ivonne M Garcia
Chief Diversity Officer$184,360$0$0$0$1,797$0$13,167$0$19,051$0$218,375$0$0$0
Lisa Perfetti
Provost$173,333$0$0$0$1,736$0$12,772$0$27,350$0$215,191$0$0$0
Jennifer D Winge
Dean of Admissions$148,451$0$0$0$499$0$10,896$0$27,890$0$187,736$0$0$0
Keith D Beckett
Director of Physical Education$155,982$0$0$0$1,711$0$16,110$0$1,500$0$175,303$0$0$0
Melissa Anderson
Chief Communication & Marketing Offi$149,908$0$0$0$311$0$10,204$0$9,051$0$169,474$0$0$0
Mark A Wilson
Geology - Professor$126,244$0$0$0$1,758$0$10,844$0$19,371$0$158,217$0$0$0
Ellen Falduto
Chief Info & Planning Officer$129,571$0$0$0$1,759$0$11,258$0$10,773$0$153,361$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aThe 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, meeting 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 4bThe following individuals participated in and received contributions from a 457(f) plan during the year: - Sarah Bolton $58,425

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Ohio Higher Educational Facility Commission
A34684967467756AY552010-05-04$9,953,556Educational Facilities000
Ohio Higher Educational Facility Commission
B34684967467756AGC22012-05-30$9,182,102Educational Facilities000
Ohio Higher Educational Facility Commission
C3468496742013-04-09$5,770,000Educational Facilities000
Ohio Higher Educational Facility Commission
D3468496742018-11-15$32,802,300Educational Facilities000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRefunding EscrowRefundingEscrowAmtOther Spent ProceedsOtherSpentProceedsAmtCapitalized InterestCapitalizedInterestAmtUnspentUnspentAmt
A$9,953,556$9,953,556$197,350$9,756,206201200Yes (1)Yes (1)
B$3,425,000$9,182,102$182,416$5,000,00020130Yes (1)Yes (1)Yes (1)$3,999,686
C$5,770,000$5,770,000$65,27020140Yes (1)Yes (1)Yes (1)$5,697,211$7,519
D$32,802,300$329,675$18,971,3152021000Yes (1)$3,317,240$10,184,070

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A000000Yes (1)
B000000Yes (1)
C000000Yes (1)
D000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AYes (1)0000Yes (1)
BYes (1)0000Yes (1)
CYes (1)0000Yes (1)
DYes (1)0000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
A0
B0
C0
D0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule K, Part I, Column (B) Entity 2 - Description of purposeFormAndLineReferenceDesc
ExplanationBridge note for renovation of student center, which will ultimately be funded with gifts.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Ohio Higher Educational Facility Commission
A3468496742020-10-27$5,150,450Refund Prior Tax-Exempt Bonds Issued in 2010000
Ohio Higher Educational Facility Commission
B3468496742021-05-14$22,000,000Educational Facilities000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndIn Reserve FundInReserveFundAmtCredit EnhancementCreditEnhancementAmtUnspentUnspentAmt
A$5,150,450$115,753$5,034,6972020Yes (1)0Yes (1)Yes (1)
B$22,000,0002023000Yes (1)$21,861,000$139,000$22,000,000

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0000000
B0000000

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueInd
AYes (1)00000
B0Yes (1)0000Yes (1)00

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Not RequiredBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgNot RequiredRelationshipWithOrgTxt
Cash Grant$55,000CashGrantAmt
Type Of AssistanceMerit ScholarshipTypeOfAssistanceTxt
Assistance PurposeFinancial AidAssistancePurposeTxt

Schedule M IRS990ScheduleM

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$1NoncashContributionsRptF990Amt
Method Of Determining RevenuesOtherMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution102ContributionCnt
Noncash Contributions Rpt F990$1,805,757NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket ValueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescSteinway Pianos For Music DepartmentDesc
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1NoncashContributionsRptF990Amt
Method Of Determining RevenuesOtherMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 32b:FormAndLineReferenceDesc
ExplanationSecurities - Publicly Traded - Number of Contributions Clothing and Household Goods - Number of Contributions Other - Steinway Pianos For Music Department - Number of ContributionsExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bThe Board of Trustees has delegated the responsibility and authority for review of the Form 990 to the Audit Committee. The Audit 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 Form 990 is provided to all trustees prior to filing the form with the IRS.
Form 990, Part VI, Section B, line 12cThe College respects the right of its trustees, officers, faculty, and staff members to engage in outside business, financial, service, and/or other activities, recognizing that conflicts of interest do arise from time to time, and that these conflicts: 1. May result from the individual's relationships with outside organizations, persons, or causes reflecting the person's prominence, reputation, 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 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 Committee of the Board of Trustees for senior staff members, the president, and 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 questionnaires 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 who has responsibility for approving the same. The Chair of the Audit Committee reviews all questionnaires on an annual basis. The Conflict of Interest policy is reviewed bi-annually by the Board of Trustees. The Audit 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 Provost's Office for faculty, the appropriate vice president for staff employees, and by the Audit Committee for senior staff members, the President, and trustees.
Form 990, Part VI, Section B, line 15aThe 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 18The College filed its Form 1023 before July 15, 1987 and did not have a copy of this filing as of that date. 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 are available upon request for the past three years in accordance with IRC Section 6104(d).
Form 990, Part VI, Section C, line 19The 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)

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Wooster Technology Group LTDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11101 North Bever StreetAddressLine1Txt
CityWoosterCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44691ZIPCd
FieldValueIRS element (for citing)
EIN263895769EIN
Primary ActivitiesHolds PatentsPrimaryActivitiesTxt
Legal Domicile StateOHLegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$32,614EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1The College of WoosterBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
Great Lakes Colleges Association Inc
535 West WilliamAnn ArborMI48103381678376Education ConsortiumMI501(c)(3)Line 12a, IN/AYes (1)
The Five Colleges of Ohio
209 Chase Avenue Eaton CenterGambierOH43022311440434Education ConsortiumOH501(c)(3)Line 12a, IN/A0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
Pooled Income Fund (2)
Pooled Income FundOHThe College of WoosterT1.00000Yes (1)
Charitable Remainder Trust (5)
Charitable TrustOHThe College of WoosterT1.00000Yes (1)
Charitable Lead Trust (1)
Charitable TrustOHThe College of WoosterT1.00000Yes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd