2019-05-15T11:45:52-05:00 2018-06-30 420714325 RSM US LLP 1001 Lakeside Avenue E Suite 200 Cleveland OH 441141152 990 2017-07-01 340714654 The College of Wooster COLL 3302632018 1101 N Bever Street Wooster OH 44691 Charles E Ingram Interim VP, Finance & Business 3302632018 2019-05-15 1 Zachary Fortsch P00052725 2165231900 66.98.98.9 2019-05-15 11:38:46 CD P 427CB1DADF79ACA5E606B9DCEDE89A8A32B67430 8C7237D2AFEDFB09D88626A2D3FB2BC60A40D8C2 2017 2019-02-21 02:37:17Z Eileen Walker 1101 N Bever Street Wooster OH 44691 246519323 0 X www.wooster.edu X 1866 OH The College of Wooster is a community of independent minds, working together to prepare students to become leaders of character and influence in an interdependent global community. 41 40 2494 1486 136761 -167710 20362731 17804631 116925438 120382335 26935340 26978805 65180 116146 164288689 165281917 50981993 54864399 0 0 57366867 56666917 43250 16257 4566523 34656935 34858557 143049045 146406130 21239644 18875787 540270491 567169021 54507607 53554095 485762884 513614926 X The College of Wooster is a community of independent minds, working together to prepare students to become leaders of character and influence in an interdependent global community. 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. 0 0 82382574 52588011 93519761 Instruction - 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 1,986 undergraduate students, averaging $27,426 per student, to assist in meeting calculated financial need. 21416289 1804878 1365545 Student Services - The College of Wooster supports the holistic growth and development of students through meaningful experiences that foster leadership, social and multi-cultural interactions, and community building. The College's 125 student organizations and 23 athletic teams reflect the wide range of student interests, ideas, hobbies, and passions. 17001161 23551578 Auxiliary 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 16 residence halls and 33 program houses. Students have several theme options available including cross cultural learning experiences, Luce language suites, independent senior housing, and Greek housing. 12548850 471510 1945451 Research Programs, Public & Academic support 12548850 471510 1945451 133348874 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 0 1 1 0 1 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 1 2316 0 1 2494 1 1 1 0 0 0 0 0 0 0 0 0 X 41 40 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL CO KY MD MA MI NH NY OH OK SC WA X Eileen Walker 3302632018 1101 N Bever Street Wooster OH 44691 Donald R Frederico Trustee/Board Chair 8.00 X X 0 0 0 Marianne M Sprague Trustee/Board Vice Chair/Committee Chair 5.00 X X 0 0 0 Richard A Bowers Trustee/Committee Chair 5.00 X 0 0 0 Jayne Hart Chambers Trustee/Committee Chair 5.00 X 0 0 0 Jim DeRose Trustee/Committee Chair 5.00 X 0 0 0 Stephen C Gault Trustee/Committee Chair 5.00 X 0 0 0 Jennifer A Haverkamp Trustee/Committee Chair 5.00 X 0 0 0 Jeffrey L Keefer Trustee/Committee Chair 5.00 X 0 0 0 Gregory A Long Trustee/Committee Chair 5.00 X 0 0 0 Hon Solomon Oliver Jr Trustee/Committee Chair 5.00 X 0 0 0 Peter E Sundman Trustee/Committee Chair 5.00 X 0 0 0 Robert M Tull Trustee 2.00 X 0 0 0 William V Andrew Trustee 2.00 X 0 0 0 Douglas F Brush Trustee 2.00 X 0 0 0 Christopher C Causey Trustee 2.00 X 0 0 0 Mark M Dowley Trustee 2.00 X 0 0 0 Marilynn K Duker Trustee 2.00 X 0 0 0 Doon A Foster Trustee 2.00 X 0 0 0 Diane H Frankle Trustee 2.00 X 0 0 0 Thomas R Gibian Trustee 2.00 X 0 0 0 Marc Goodman Trustee 2.00 X 0 0 0 Diane L Hamburger Trustee 2.00 X 0 0 0 Leslie S Hudson Trustee 2.00 X 0 0 0 Jilliene Johnson Trustee 2.00 X 0 0 0 Thomas E Johnson Jr Trustee 2.00 X 0 0 0 Julia H Klein Trustee 2.00 X 0 0 0 John W Kneen Trustee 2.00 X 0 0 0 Lynne D McCreight Trustee 2.00 X 0 0 0 E Blake Moore Jr Trustee 2.00 X 0 0 0 Mary A Neagoy Trustee 2.00 X 0 0 0 Charles S Ryan Trustee 2.00 X 0 0 0 Mikael Salovaara Trustee 2.00 X 0 0 0 Richard N Seaman Trustee 2.00 X 0 0 0 Sally J Staley Trustee 2.00 X 0 0 0 Benjamin K Christensen Alumni Trustee/Committee Chair 4.50 X 0 0 0 Mary Beidler Gearen Alumni Trustee 3.50 X 0 0 0 Michael R Lauber Alumni Trustee 3.50 X 0 0 0 James J Maiwurm Alumni Trustee 3.50 X 0 0 0 Erika C Poethig Alumni Trustee 3.50 X 0 0 0 Jennifer E Saliers Alumni Trustee 3.50 X 0 0 0 Sarah Bolton President 60.00 X X 384876 0 144830 Scott C Brown VP Student Affairs/Dean of Students 60.00 X 170365 0 100053 W Scott Friedhoff VP of Enrollment & College Relations 60.00 X 259595 0 79301 Angela K Johnston Secretary of College/Chief of Staff 60.00 X 110558 0 45476 Deanna S McCormick VP Fin. & Bus./Treas. (thru 5/18/18) 60.00 X 228361 0 22628 Charles E Ingram Interim VP Fin. & Bus. (beg. 5/30/18) 60.00 X 0 0 0 Carolyn R Newton Provost 60.00 X 217643 0 43689 Wayne P Webster VP For Advancement 60.00 X 130955 0 28934 Ellen F Falduto Chief Information & Planning Officer 60.00 X 166149 0 29577 Keith B Didonato Associate VP for Advancement 40.00 X 151876 0 41434 Heather M Fitz-Gibbon Prof. of Sociology & Anthropology 40.00 X 150143 0 90315 Jennifer D Winge Dean of Admissions 40.00 X 148106 0 41716 Marcia A Beasley Associate VP for Human Resources 40.00 X 135920 0 61149 Keith D Beckett Director of Physical Education 40.00 X 128936 0 85263 2383483 0 814365 40 1 1 0 BCMC Inc PO Box 422 Wooster OH 44691 Construction/Project Related 16737612 Kidron Electric 2112 Troy Road Ashland OH 44805 Construction/Project Related 1209200 Royall & Company 1920 East Parham Road Richmond VA 23228 Construction/Project Related 454016 EYP Architecture and Engineering PC 257 Fuller Road 1st Floor Albany NY 12203 Construction/Project Related 447486 Monticello Associates 1800 Larimer Street Denver CO 80202 Investment Consulting 360000 24 5100 184163 1276533 16338835 1310053 17804631 Tuition and Fees 900099 93367811 93367811 Room & Board 721000 22258265 22258265 Student Services 900099 1683001 1683001 Student Auxiliary Services 451211 1293313 400182 276496 616635 Community Events 900099 982229 982229 797716 797716 120382335 3925572 -148524 4074096 78836 78836 113203 3286 79179 0 34024 3286 37310 3286 34024 59918169 44293291 52047488 29110739 7870681 15182552 23053233 5503 23047730 165281917 119489204 136761 27851321 71532 71532 48540485 48540485 6252382 6252382 2299456 1048344 865740 385372 40014343 35660534 2287073 2066736 3355984 2956189 215535 184260 8093208 7245698 436600 410910 2903926 2530058 207718 166150 382049 7797 374252 116348 116348 16257 16257 1788404 1788404 2600376 2248019 187392 164965 226616 129512 97104 3175875 2530237 354726 290912 1904504 1492862 332766 78876 70109 70109 3014527 2867398 111838 35291 2810297 2100844 323965 385488 755426 639950 73001 42475 644106 603514 36083 4509 6869444 6768413 11196 89835 48323 46328 1995 Cost of Sales 2865326 2826486 38840 Off-Campus Programs 1912014 1912014 Equipment 1687295 1623176 6553 57566 Equipment Rental & Main 1576648 1220920 348609 7119 2410870 1956073 274995 179802 146406130 133348874 8490733 4566523 9488 8427 3625429 1847787 27491102 18999069 1184624 947928 11248 0 619899 604706 2122160 3009509 288705694 116878761 149962369 171826933 213758624 196353309 133100978 165131381 2773812 2762442 5610758 5677530 540270491 567169021 11628720 11206861 1865088 1617044 19607384 22988986 60646 68806 21345769 17672398 54507607 53554095 X 252616499 282377441 81674562 72715855 151471823 158521630 485762884 513614926 540270491 567169021 18875787 8976255 0 X 0 1 X 1 1 1 X 21899095 48676266 15849085 20362731 17804631 124591808 21899095 48676266 15849085 20362731 17804631 124591808 29321280 95270528 1829456 2300945 2666384 3685785 4266135 14748705 104854 21491 9078 135423 139475936 572767718 0.68310 0.64570 X 0 449754 X X X X 0 294316001 11074081 33423545 15314144 323499483 260414225 11555698 37095754 14749676 294316001 280453482 2102397 -9532427 12609227 260414225 278112603 8780985 6696248 13136354 280453482 247092897 3445945 38672899 11099138 278112603 0.40790 0.45090 0.14120 0 0 2729374 2729374 407314 105458265 46132816 59732763 23298 95866437 39578638 56311097 31594088 24054141 7539947 52626918 7113166 45513752 171826933 Partnerships 165131381 F 165131381 Advances from Government for Student Loans 2931897 Accrued Charitable Gift Annuity and Trust Obligations 7101687 Asset Retirement Obligation 2253474 Accrued Postretirement Benefit Obligation 5385340 17672398 X 118070283 8976255 79179 9055434 109014849 1872466 54394602 56267068 165281917 90218241 79179 79179 90139062 1872466 54394602 56267068 146406130 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 1,270 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, 2017 and 2016, there were no unrecognized tax benefits identified or recorded as liabilities. With few exceptions, the College is no longer subject to examinations by tax authorities for fiscal years prior to 2014. Part XI, Line 2d - Other Adjustments: Rental Expenses 79,179. Part XI, Line 4b - Other Adjustments: Institutional Financial Aid 54,394,602. Part XII, Line 2d - Other Adjustments: Rental Expenses 79,179. Part XII, Line 4b - Other Adjustments: Institutional Financial Aid 54,394,602. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 The College is in compliance with Rev. Proc. 75-50. The College publishes its nondiscrimination policy in documents used for financial aid, admissions, and student programs, and has the policy posted on its website. Schedule E, Part I, Line 6 The College participates in various Federal Student Assistance programs including Perkins Loans, Pell Grants, and Federal Work Study programs. 1 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Investments 86878067 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Grantmaking 83874 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Program Services Research 6993 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 0 0 Grantmaking 3436287 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 0 0 Conference Travel 2714 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 0 0 Program Services Research 8028 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 0 0 Program Services Student Services 15531 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 0 0 Program Services Academic Support 3383 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Grantmaking 413014 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Conference Travel 9064 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Program Services Acacdemic Support 8723 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Program Services Research 10277 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Program Services Student Services 11494 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Program Services Student Support 4864 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Speaking Engagements 8077 Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, 0 0 Grantmaking 128800 North America - Canada and Mexico, but but not the United States 0 0 Grantmaking 58500 North America - Canada and Mexico, but but not the United States 0 0 Conference Travel 8101 North America - Canada and Mexico, but but not the United States 0 0 Program Services Student Services 236 Russia and Neighboring States 0 0 Program Services Research 1489 Russia and Neighboring States - Armenia, Azerbijan, Belarus, 0 0 Grantmaking 14478 South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, 0 0 Grantmaking 121572 South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, 0 0 Conference Travel 2309 South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, 0 0 Grantmaking 991728 South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, 0 0 Program Services Student Services 6307 Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, 0 0 Grantmaking 995189 Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, 0 0 Conference Travel 4741 Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, 0 0 Program Services Research 4699 Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, 0 0 Program Services Student Services 9331 Central America and the Caribbean 0 0 Program Services Student Support 3076 East Asia and the Pacific 0 0 Program Services Student Support 3922 Middle East and North Africa 0 0 Program Services Research 1329 Middle East and North Africa 0 0 Program Services Student Support 3811 Russia and Neighboring States 0 0 Program Services Student Support 1399 South America 0 0 Program Services Academic Support 186 South America 0 0 Program Services Student Support 1348 South America 0 0 Speaking Engagements 878 South Asia 0 0 Conference Travel 1910 South Asia 0 0 Program Services Research 196 South Asia 0 0 Program Services Student Support 50 Sub-Saharan Africa 0 0 Program Services Student Support 368 0 0 0 0 0 0 90434877 2831466 93266343 Scholarship for Tuition & Fees Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 3 77900 Credit to Student Account Scholarship for Tuition & Fees East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 152 3415725 Credit to Student Account Scholarship for Tuition & Fees Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgiu 15 404200 Credit to Student Account Scholarship for Tuition & Fees Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, 4 128800 Credit to Student Account Scholarship for Tuition & Fees Russia and Neighboring States - Armenia, Azerbijan, Belarus, 1 12500 Credit to Student Account Scholarship for Tuition & Fees South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, 4 112900 Credit to Student Account Scholarship for Tuition & Fees South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, 46 984075 Credit to Student Account Scholarship for Tuition & Fees Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, 31 990100 Credit to Student Account Prizes - Academic Achievement & Contests East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 8 2222 Check Student Research Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 7 5007 Travel FMV Student Research East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 1 1685 Travel FMV Student Research Europe (Including Iceland & Greenland) 7 8754 Travel FMV Student Research South America 4 8327 Travel FMV Student Research Russia and Neighboring States 1 1978 Travel FMV Student Research Sub-Saharan Africa 1 1414 Travel FMV Vocational Grants for Students East Asia and the Pacific 11 19655 Check Vocational Grants for Students Europe (Including Iceland & Greenland) 2 6000 Check Vocational Grants for Students South Asia 5 7153 Check Scholarship for Tuition & Fees North America 2 58500 Credit to Student Account Prizes - Academic Achievement & Contests Central America and the Caribbean 1 967 Check Prizes - Academic Achievement & Contests South America 1 345 Check Prizes - Academic Achievement & Contests South Asia 4 500 Check Vocational Grants for Students Sub-Saharan Africa 2 3175 Check Prizes - Academic Achievement & Contests Sub-Saharan Africa 2 500 Check 1 0 0 0 1 1 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. Schedule F, Part I, Line 3 Method 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 III Method 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 X X X X X X X 1 Washburn & McGoldrick LLC 950 New Loudon Rd Suite 210 Latham NY 12110 Fundraising/Campaign Counsel 0 0 16257 -16257 16257 -16257 AL AK AR CA CO CT FL GA IL KS KY LA ME MD MA MI MN MO MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI HI 1 Ashesi University Foundation 1414 31st Avenue S Suite 301 Seattle WA 98144 911997089 501(c)3 11000 Academic Support - Wooster/Ashesi Program Citizen X Inc PO Box 13291 Akron OH 44334 264725609 501(c)3 15000 Host Sponsorship - Education Grant Great Decisions of Wayne County 129 Kauke Hall Wooster OH 44691 300085518 501(c)3 6000 Student Educational Support - Lecture Series Sponsored by the College of Wooster The Board of Trustees for the Leland Stanford Junior University 3145 Porter Drive Palo Alto CA 94304 941156365 501(c)3 7000 Institutional Support - Education Grant The City of Wooster PO Box 1128 Wooster OH 44691 346003129 City Government 10000 Community Support Companion Community Development Alternatives 5055 W 15th Street Indianapolis IN 46224 351854592 501(c)3 5126 Campus Ministry - Soup and Bread Program 6 0 Scholarships for Tuition and Fees 1728 48218700 Scholarships for Tuition and Fees 2 3828 FMV Medical Scholarships for Tuition and Fees 1 7316 FMV Travel Prizes-Academic Achievement & Contests 140 57555 Prizes-Academic Achievement & Contests 17 1017 FMV Books Prizes-Academic Achievement & Contests 1 957 FMV Equipment Prizes-Academic Achievement & Contests 1 35 FMV Meals Student Research 26 22927 FMV Supplies Student Research 26 19578 FMV Travel Student Research 26 17189 Vocational Grants for Students 1 239 FMV Travel Vocational Grants for Students 147 190059 Prizes-Academic Achievement & Contests 2 1085 FMV Supplies 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. 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. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Sarah Bolton President 383634 0 0 0 1242 0 40401 0 104429 0 529706 0 0 0 Scott C Brown VP Student Affairs/Dean of Students 169502 0 0 0 863 0 18120 0 81933 0 270418 0 0 0 W Scott Friedhoff VP of Enrollment & College Relations 251039 0 0 0 8556 0 32220 0 47081 0 338896 0 0 0 Angela K Johnston Secretary of College/Chief of Staff 95328 0 0 0 15230 0 12608 0 32868 0 156034 0 0 0 Deanna S McCormick VP Fin. & Bus./Treas. (thru 5/18/18) 226282 0 0 0 2079 0 22628 0 0 0 250989 0 0 0 Carolyn R Newton Provost 213274 0 0 0 4369 0 26616 0 17073 0 261332 0 0 0 Wayne P Webster VP For Advancement 130699 0 0 0 256 0 13883 0 15051 0 159889 0 0 0 Ellen F Falduto Chief Information & Planning Officer 164651 0 0 0 1498 0 20182 0 9395 0 195726 0 0 0 Keith B Didonato Associate VP for Advancement 151606 0 0 0 270 0 14953 0 26481 0 193310 0 0 0 Heather M Fitz-Gibbon Prof. of Sociology & Anthropology 149085 0 0 0 1058 0 15288 0 75027 0 240458 0 0 0 Jennifer D Winge Dean of Admissions 147711 0 0 0 395 0 15835 0 25881 0 189822 0 0 0 Marcia A Beasley Associate VP for Human Resources 135920 0 0 0 0 0 13419 0 47730 0 197069 0 0 0 Keith D Beckett Director of Physical Education 128936 0 0 0 0 0 15490 0 69773 0 214199 0 0 0 Part I, Line 1a The College provided the President with a house on campus. The house is used substantially for college-related purposes including meetings with students and faculty, meetings with alumni and donors, and other similar events. None of the benefit was treated as taxable income to the President. A Ohio Higher Educational Facility Commission 346849674 67756AY55 2010-05-04 9953556 Educational Facilities 0 0 0 B Ohio Higher Educational Facility Commission 346849674 67756AGC2 2012-05-30 9182102 Educational Facilities 0 0 0 C Ohio Higher Educational Facility Commission 346849674 2013-04-09 5770000 Educational Facilities 0 0 0 D Ohio Higher Educational Facility Commission 346849674 2017-08-02 5842525 Educational Facilities 0 0 0 A 3340000 9953556 197350 9756206 2012 0 0 1 1 B 2250000 9182102 3999686 182416 5000000 2013 0 1 1 1 C 1775000 5770000 5697211 65270 7519 2014 0 1 1 1 D 5842525 162200 5680325 24157745 0 0 0 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 D 0 0 0 0 0 0 0 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 1 0 0 0 0 0 0 1 D 0 1 0 0 1 0 0 0 1 A 0 B 0 C 0 D 0 Date Rebate Computation Performed Issuer Name: Ohio Higher Educational Facility Commission Date the Rebate Computation was Performed: 03/30/2015 Issuer Name: Ohio Higher Educational Facility Commission Date the Rebate Computation was Performed: 05/09/2017 X 57 1310051 FMV X Electric Car Charging Station 1 1 Other X 17 Kuba Design Cloths from The Democratic Republic of the Congo 1 1 Other 0 1 0 Part I, Column (b): Securities - Publicly Traded - Number of contributions Other - Electic Car Charging Station - Number of contributions Other - 17 Kuba Design Cloths from The Democratic Republic of the Congo - Number of contributions Form 990, Part VI, Section B, line 11b The Board of Trustees has delegated the responsibility and authority for review of the Form 990 to the Audit 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 12c The 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 15a The Compensation Committee of the Board of Trustees reviews surveys conducted by the Great Lakes Colleges Association (GLCA) and joint payroll surveys conducted by the GLCA and Associated Colleges of the Midwest (ACM). Compensation arrangements for the President are reviewed and approved by independent members of the Executive Committee. The President's compensation is determined based on reference to the salary surveys and the President's job performance. Recommended compensation arrangements for other senior officers and staff are developed by the President in consultation with the Chairman of the Board and are based on the above-mentioned salary surveys, job performance, and experience in the position. These recommendations are presented to the full Executive Committee for discussion and approval. Compensation decisions made by the Compensation Committee affecting the President and other senior officers are reported to the full Board of Trustees. Form 990, Part VI, Section C, line 18 The College filed its Form 1023 before July 15, 1987 and 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 19 The College posts its audited financial statements on the College website (www.wooster.edu). The College does not make its governing documents or conflict of interest policy available to the public. Wooster Technology Group LTD 1101 North Bever Street Wooster OH 44691 263895769 Holds Patents OH 0 37060 The College of Wooster The Wooster Inn Management Company LTD 1101 North Bever Street Wooster OH 44691 264321151 Inn Management OH 21667 26764 The College of Wooster Great Lakes Colleges Association Inc 535 West William Ann Arbor MI 48103 381678376 Education Consortium MI 501(c)(3) Line 12a, I N/A 0 The Five Colleges of Ohio 209 Chase Avenue Eaton Center Gambier OH 43022 311440434 Education Consortium OH 501(c)(3) Line 12a, I N/A 0 Pooled Income Fund (2) Pooled Income Fund OH The College of Wooster T 1.00000 1 Charitable Remainder Trust (5) Charitable Trust OH The College of Wooster T 1.00000 1 Charitable Lead Trust (1) Charitable Trust OH The College of Wooster T 1.00000 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0