WHEATON COLLEGE: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
WHEATON COLLEGE (EIN 36-2182171)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-05-10
IRS object ID
201731309349301718
Schema version
2015v3.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-10T11:00:33-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE HORWATH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 West Wacker DriveAddressLine1Txt
Address Line2Suite 2600AddressLine2Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606061224ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362182171EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Wheaton CollegeBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWHEABusinessNameControlTxt
Phone6307525970PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDale A KempPersonNm
Person TitleVP-FINANCE, OPS & TREASPersonTitleTxt
Signature2017-04-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJohn V WoodhullPreparerPersonNm
PTINP01305268PTIN
Phone3128997000PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line1501 College AvenueAddressLine1Txt
CityWheatonCityNm
State AbbreviationILStateAbbreviationCd
ZIP60187ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$330,845,270GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Group Exemption2691GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.wheaton.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1860FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionWheaton College serves Jesus Christ and advances His Kingdom through excellence in liberal arts and graduate programs that educate the whole person to build the church and benefit society worldwide.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee3211TotalEmployeeCnt
Total Volunteers65TotalVolunteersCnt
Total Gross UBI$116,629TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$74,354NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$28,161,935PYContributionsGrantsAmt
CY Contributions Grants$29,042,040CYContributionsGrantsAmt
PY Program Service Revenue$112,805,859PYProgramServiceRevenueAmt
CY Program Service Revenue$115,131,125CYProgramServiceRevenueAmt
PY Investment Income$37,031,303PYInvestmentIncomeAmt
CY Investment Income$23,358,253CYInvestmentIncomeAmt
PY Other Revenue$1,538,727PYOtherRevenueAmt
CY Other Revenue$1,610,804CYOtherRevenueAmt
PY Total Revenue$179,537,824PYTotalRevenueAmt
CY Total Revenue$169,142,222CYTotalRevenueAmt
PY Grants And Similar Paid$28,137,581PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$31,853,219CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$70,122,834PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$72,893,835CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$45,555PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$1,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,902,147CYTotalFundraisingExpenseAmt
PY Other Expenses$44,193,205PYOtherExpensesAmt
CY Other Expenses$42,478,254CYOtherExpensesAmt
PY Total Expenses$142,499,175PYTotalExpensesAmt
CY Total Expenses$147,226,308CYTotalExpensesAmt
PY Revenues Less Expenses$37,038,649PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$21,915,914CYRevenuesLessExpensesAmt
Total Assets BOY$803,722,890TotalAssetsBOYAmt
Total Assets EOY$783,269,316TotalAssetsEOYAmt
Total Liabilities BOY$167,045,822TotalLiabilitiesBOYAmt
Total Liabilities EOY$166,004,431TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$636,677,068NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$617,264,885NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionWheaton College serves Jesus Christ and advances His kingdom through excellence in liberal arts and graduate programs that educate the whole person to build the church and benefit society worldwide.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$85,031,991ExpenseAmt
Grant$30,493,282GrantAmt
Revenue$88,887,912RevenueAmt
DescEDUCATION AND INSTRUCTION - THE COLLEGE PROVIDES INDIVIDUALS THE OPPORTUNITY TO OBTAIN AN UNDERGRADUATE DEGREE IN 40 AREAS OF MAJOR STUDY. 14 MASTER OF ARTS DEGREES ARE OFFERED AND 2 DOCTORAL DEGREES. THERE ARE APPROXIMATELY 2,900 STUDENTS ENROLLED AT THE COLLEGE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$20,585,883ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescSTUDENT SERVICES - PROGRAMS ARE PROVIDED FOR THE ENRICHMENT OF THE STUDENTS TO ALLOW THEM TO EXPERIENCE LIFE AS A CHRISTIAN COMMUNITY. WHEATON COLLEGE ATHLETICS SPONSORS 21 SPORTS FOR MALE AND FEMALE STUDENT ATHLETES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$16,197,506ExpenseAmt
Grant$0GrantAmt
Revenue$19,158,041RevenueAmt
DescAUXILIARY ENTERPRISES - THE COLLEGE PROVIDES ROOM AND BOARD FOR ALL ITS STUDENTS. THE BOOKSTORE MAKES BOOKS, STUDY GUIDES AND OTHER RELATED EDUCATIONAL MATERIALS AVAILABLE FOR THE CONVENIENCE OF THE STUDENTS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$3,023,812ExpenseAmt
Grant$1,359,937GrantAmt
Revenue$7,700,044RevenueAmt
DescARTIST SERIES, THE COMMUNITY SCHOOL OF THE ARTS AND SUMMER SPORTS CAMPS. MINOR PROGRAMS, APPLICATION FEES, TUITION INSTALLMENT PLAN FEES, PARKING FINES, PARKING PERMITS AND LIBRARY FINES. THE COLLEGE SOLICITS A VARIETY OF CONTRIBUTIONS FOR ITS PROGRAMS INCLUDING DONOR-ADVISED FUNDS. DONOR-ADVISED FUND CONTRIBUTIONS RECEIVED ARE ACCOUNTED FOR AS OTHER INVESTMENTS. DONOR-ADVISED FUNDS ALLOW FOR THE DONOR TO RECOMMEND DISTRIBUTIONS TO COLLEGE PROGRAMS OR OTHER CHARITABLE ORGANIZATIONS. ALTHOUGH THE COLLEGE GENERALLY COMPLIES WITH THE DONOR'S RECOMMENDATION, THEY ARE SUBJECT TO APPROVAL BY THE COLLEGE'S CHARITY SELECTION COMMITTEE. THE COLLEGE'S POLICY IS TO DISTRIBUTE A MAXIMUM OF 75% - 90% OF DONOR-ADVISED FUND CONTRIBUTIONS TO UNRELATED THIRD PARTIES.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$3,023,812TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$1,359,937TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$7,700,044TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$124,839,192TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document422IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3211EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryUKForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form1098 C FiledYes (true)Form1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Judy KaczorBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6307525970PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Kathryn H Vaselkiv
Secretary/Director2.0Yes (X)Yes (X)$0$0$0
James Goetz
Vice Chair/Director2.0Yes (X)Yes (X)$0$0$01.0
Philip G Ryken
President/Director40.0Yes (X)Yes (X)$377,157$0$151,5092.0
David K Gieser
Chairman/Director2.0Yes (X)Yes (X)$0$0$0
John Augustine
Director/Trustee2.0Yes (X)$0$0$0
Barbara W Anderson
Director/Trustee2.0Yes (X)$0$0$01.0
Gregory Waybright
Director/Trustee2.0Yes (X)$0$0$01.0
Darrell Bock
Director/Trustee2.0Yes (X)$0$0$01.0
Emery Lindsay Sr
Director/Trustee2.0Yes (X)$0$0$01.0
George F Bennett Jr
Director/Trustee2.0Yes (X)$0$0$0
Shundrawn A Thomas
Director/Trustee2.0Yes (X)$0$0$0
Jeffrey Meyer
Director/Trustee2.0Yes (X)$0$0$0
Joseph M Stowell
Director/Trustee2.0Yes (X)$0$0$01.0
Jeanette L Hsieh
Director/Trustee2.0Yes (X)$0$0$0
James Plueddemann
Director/Trustee2.0Yes (X)$0$0$0
Philip G Hubbard
Director/Trustee2.0Yes (X)$0$0$0
Gary W Griffin
Director/Trustee2.0Yes (X)$0$0$01.0
Steven Preston
Director/Trustee2.0Yes (X)$0$0$0
Andrea D Scott
Director/Trustee2.0Yes (X)$0$0$01.0
Dale Wong
Director/Trustee2.0Yes (X)$0$0$01.0
Stanton Jones
Provost until 5/31/1640.0Yes (X)$230,167$0$116,558
Paul Chelsen
Vice President - Student Development40.0Yes (X)$141,694$0$41,482
Dale Kemp
VP for Finance, Operations & Treasurer40.0Yes (X)$245,345$0$107,5981.0
Kirk D Farney
VP for Advancement and Alumni Relations40.0Yes (X)$199,622$0$40,868
Margaret Diddams
Provost began 6/1/1640.0Yes (X)$13,053$0$7470.0
Kenneth Larson
Investment Manager40.0$153,138$0$63,716Yes (X)
Dave Teune
Director of Gift Planning Services/ Legal Counsel40.0$132,367$0$34,160Yes (X)
Michael D Wilder
Dean - Conservatory/Arts40.0$130,191$0$56,340Yes (X)
Dorothy Chappell
Dean - Social Sciences40.0$138,671$0$19,207Yes (X)
David Iglesias
Associate Professor/Endowed Kvamme Chair40.0$138,005$0$22,623Yes (X)
Wendy Woodward
Chief Information Officer40.0$134,860$0$33,301Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,034,270TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$688,109TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K52IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BON APPETIT ANDERSON COMMONS
421 CHASE STREETWHEATONIL60187FOOD SERVICE$5,348,631
PEPPER CONSTRUCTION COMPANY
411 LAKE ZURICH ROADBARRINGTONIL60010CONSTRUCTION$3,766,539
EP DOYLE AND SON LLC
1100 WHEATON OAKS COURTWHEATONIL60187COMMERCIAL GENERAL CONTRACTOR$1,761,531
FGM ARCHITECTS INC
1211 WEST 22ND ST SUITE 705OAK BROOKIL60523ARCHITECTS$1,091,237
SIGALOS & ASSOCIATES LTD
915 HAWTHORN DRIVEITASCAIL60143CONSTRUCTION$616,849
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K19CntrctRcvdGreaterThan100KCnt
Fundraising$45,200FundraisingAmt
Related Organizations$334,996RelatedOrganizationsAmt
Government Grants$893,173GovernmentGrantsAmt
All Other Contributions$27,768,671AllOtherContributionsAmt
Noncash Contributions$3,646,183NoncashContributionsAmt
Total Contributions$29,042,040TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Tuition & Fees611600$88,887,912$88,887,912
Auxiliary Revenue611600$19,158,041$19,158,041
Public Service Revenues541800$2,927,048$2,924,051$2,997
Minor Program Revenues611600$4,158,124$4,158,124

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$115,131,125TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,399,855TotalRevenueColumnAmt
Unrelated Business Revenue$79,969UnrelatedBusinessRevenueAmt
Exclusion$7,319,886ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,641TotalRevenueColumnAmt
Exclusion$8,641ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$64,972RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$64,972RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$64,972TotalRevenueColumnAmt
Exclusion$64,972ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$176,557,261SecuritiesAmt
Other$35,466OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$160,631,125SecuritiesAmt
Other$3,204OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$15,926,136SecuritiesAmt
Other$32,262OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,958,398TotalRevenueColumnAmt
Unrelated Business Revenue$13,640UnrelatedBusinessRevenueAmt
Exclusion$15,944,758ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$26,373FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$45,200ContriRptFundraisingEventAmt
Fundraising Direct Expenses$67,746FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$41,373TotalRevenueColumnAmt
Exclusion-$41,373ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$1,941,645GrossSalesOfInventoryAmt
Cost Of Goods Sold$1,000,973CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$940,672TotalRevenueColumnAmt
Related Or Exempt Func Income$940,672RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescTrust Company FeesDesc
Total Revenue Column$637,892TotalRevenueColumnAmt
Related Or Exempt Func Income$617,869RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$20,023UnrelatedBusinessRevenueAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$637,892OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$169,142,222TotalRevenueColumnAmt
Related Or Exempt Func Income$116,686,669RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$116,629UnrelatedBusinessRevenueAmt
Exclusion$23,296,884ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,359,937TotalAmt
Program Services$1,359,937ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$30,493,282TotalAmt
Program Services$30,493,282ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,178,504TotalAmt
Program Services$555,671ProgramServicesAmt
Management And General$1,294,496ManagementAndGeneralAmt
Fundraising$328,337FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$52,684,089TotalAmt
Program Services$43,215,935ProgramServicesAmt
Management And General$7,599,955ManagementAndGeneralAmt
Fundraising$1,868,199FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$3,330,944TotalAmt
Program Services$2,679,354ProgramServicesAmt
Management And General$520,417ManagementAndGeneralAmt
Fundraising$131,173FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$11,085,776TotalAmt
Program Services$8,917,207ProgramServicesAmt
Management And General$1,732,010ManagementAndGeneralAmt
Fundraising$436,559FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,614,522TotalAmt
Program Services$2,907,459ProgramServicesAmt
Management And General$564,723ManagementAndGeneralAmt
Fundraising$142,340FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$193,473TotalAmt
Program Services$54,051ProgramServicesAmt
Management And General$135,241ManagementAndGeneralAmt
Fundraising$4,181FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$153,820TotalAmt
Program Services$0ProgramServicesAmt
Management And General$153,820ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$1,000TotalAmt
Fundraising$1,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$7,414,068TotalAmt
Program Services$5,766,655ProgramServicesAmt
Management And General$1,621,297ManagementAndGeneralAmt
Fundraising$26,116FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,090,398TotalAmt
Program Services$717,708ProgramServicesAmt
Management And General$109,587ManagementAndGeneralAmt
Fundraising$263,103FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,416,094TotalAmt
Program Services$3,770,779ProgramServicesAmt
Management And General$1,562,329ManagementAndGeneralAmt
Fundraising$82,986FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,409,954TotalAmt
Program Services$1,092,541ProgramServicesAmt
Management And General$262,023ManagementAndGeneralAmt
Fundraising$55,390FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,701,202TotalAmt
Program Services$5,184,410ProgramServicesAmt
Management And General$516,792ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,162,456TotalAmt
Program Services$2,873,854ProgramServicesAmt
Management And General$91,067ManagementAndGeneralAmt
Fundraising$197,535FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$286,428TotalAmt
Program Services$202,388ProgramServicesAmt
Management And General$84,040ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,169,699TotalAmt
Program Services$2,025,732ProgramServicesAmt
Management And General$143,967ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,997,580TotalAmt
Program Services$9,581,550ProgramServicesAmt
Management And General$335,681ManagementAndGeneralAmt
Fundraising$80,349FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,148,808TotalAmt
Program Services$310,275ProgramServicesAmt
Management And General$838,533ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SPECIAL PROJECTS$645,650$619,337$26,313$0
TRAINING$424,327$229,955$163,885$30,487
PRINTING AND PUBLICATIONS$448,793$288,991$159,802$0
DUES & MEMBERSHIPS$245,905$119,935$120,331$5,639

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,569,599TotalAmt
Program Services$1,872,186ProgramServicesAmt
Management And General$448,660ManagementAndGeneralAmt
Fundraising$248,753FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$147,226,308TotalAmt
Program Services$124,839,192ProgramServicesAmt
Management And General$18,484,969ManagementAndGeneralAmt
Fundraising$3,902,147FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$32,281,417BOYAmt
EOY$32,081,151EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,182,978BOYAmt
EOY$4,411,148EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,573,391BOYAmt
EOY$1,373,453EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$112,633EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$8,012,067BOYAmt
EOY$8,015,589EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$654,072BOYAmt
EOY$729,962EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,940,863BOYAmt
EOY$3,714,017EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$350,811,247LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$160,296,025LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$185,944,333BOYAmt
EOY$190,515,222EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$532,505,336BOYAmt
EOY$479,396,082EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$30,456,786BOYAmt
EOY$54,709,211EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$2,872,144BOYAmt
EOY$2,248,631EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,299,503BOYAmt
EOY$5,962,217EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$803,722,890BOYAmt
EOY$783,269,316EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$8,251,133BOYAmt
EOY$11,289,851EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,346,742BOYAmt
EOY$4,140,720EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$42,000,000BOYAmt
EOY$42,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$112,447,947BOYAmt
EOY$108,573,860EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$167,045,822BOYAmt
EOY$166,004,431EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$266,637,989BOYAmt
EOY$258,307,221EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$214,916,627BOYAmt
EOY$199,197,398EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$155,122,452BOYAmt
EOY$159,760,266EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$636,677,068BOYAmt
EOY$617,264,885EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$803,722,890BOYAmt
EOY$783,269,316EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$21,915,914ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$35,761,305NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets-$5,566,792OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held21DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held0FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$4,386,017DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$0FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$2,240,944DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$0FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$8,011,472DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$0FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$409,613,000BeginningYearBalanceAmt
Contributions$5,071,000ContributionsAmt
Investment Earnings Or Losses-$9,440,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$17,211,000GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$388,033,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$405,027,000BeginningYearBalanceAmt
Contributions$3,952,000ContributionsAmt
Investment Earnings Or Losses$16,703,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$16,069,000GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$409,613,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$352,506,000BeginningYearBalanceAmt
Contributions$9,610,000ContributionsAmt
Investment Earnings Or Losses$57,963,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$15,052,000GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$405,027,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$312,802,000BeginningYearBalanceAmt
Contributions$12,103,000ContributionsAmt
Investment Earnings Or Losses$42,383,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$14,782,000GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$352,506,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$322,603,000BeginningYearBalanceAmt
Contributions$6,293,000ContributionsAmt
Investment Earnings Or Losses-$1,442,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$14,652,000GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$312,802,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.2639BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.4117PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.3244TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$21,278,650OtherCostOrOtherBasisAmt
Book Value$21,278,650BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$256,422,333OtherCostOrOtherBasisAmt
Depreciation$119,787,604DepreciationAmt
Book Value$136,634,729BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,498,622OtherCostOrOtherBasisAmt
Depreciation$282,777DepreciationAmt
Book Value$2,215,845BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$53,258,355OtherCostOrOtherBasisAmt
Depreciation$34,349,262DepreciationAmt
Book Value$18,909,093BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$17,353,287OtherCostOrOtherBasisAmt
Depreciation$5,876,382DepreciationAmt
Book Value$11,476,905BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$190,515,222TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescPartnership InvestmentsDesc
Book Value$54,709,211BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$54,709,211TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
OBLIGATIONS UNDER ANNUITIES, SPLIT-INTRST AGREEMENTS, OTHER TRST BENEFICIARIES$85,599,378
DEPOSITS$918,457
INTEREST RATE SWAP AGREEMENT$6,878,844
ASSET RETIREMENT OBLIGATION$2,871,988
REFUNDABLE U.S. GOVERNMENT GRANTS FOR STUDENT LOANS$4,028,101
POSTRETIREMENT BENEFITS OBLIGATION$8,277,092
FieldValueIRS element (for citing)
Total Liability$108,573,860TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$103,957,418TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$35,761,305NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants$0RecoveriesPriorYearGrantsAmt
Other Revenue$1,000,973OtherRevenueAmt
Revenue Not Reported-$34,760,332RevenueNotReportedAmt
Revenue Subtotal$138,717,750RevenueSubtotalAmt
Investment Expenses Not Incld$0InvestmentExpensesNotIncldAmt
Other Revenues Not Included$30,424,472OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$30,424,472RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$169,142,222TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$123,369,602TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$0DonatedServicesUseFcltsAmt
Prior Year Adjustments$0PriorYearAdjustmentsAmt
Losses Reported$0LossesReportedAmt
Other Expenses Included$6,636,576OtherExpensesIncludedAmt
Expenses Not Reported$6,636,576ExpensesNotReportedAmt
Expenses Subtotal$116,733,026ExpensesSubtotalAmt
Investment Expenses Not Incld2$0InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$30,493,282OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$30,493,282ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$147,226,308TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 1a Collections of art - financial statement footnoteThe College has pieces of art and artifacts, various literary collections, original manuscripts, private papers, and rare books of several authors. Donations and purchases of art, rare books, and other tangible artifacts exceeding the capitalization threshold are capitalized on the consolidated statements of financial position of the College when an independent appraisal has been provided or a fair market value can readily be determined.
Schedule D, Part III, Line 4 Collections of art - description of collectionsWheaton College maintains a collection of books and exhibits dedicated to the message and history of Evangelism in America. The books and exhibits provide resources for research and study.
Schedule D, Part V, Line 4 Intended uses of endowment fundsThe intended use of the Endowments are for Student Scholarships and Loans, and for Operations.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteThe College and the Billy Graham Center have received determination letters from the Internal Revenue Service indicating they are recognized as tax-exempt organizations under Section 501 ( c )(3) of the Internal Revenue Code and, except for taxes pertaining to Unrelated Business Income, are exempt from Federal and State income taxes. The College recorded a provision for Unrelated Business income tax in the amounts of approximately $89,000 in 2016 and $96,000 in 2015. The College has no uncertain tax provisions which the College considers to be material. The College is subject to audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990Bookstore Cost of Goods Sold - 1000973
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsScholarships - 30493282 Fundraising direct expenses - -67746 Reclass golf marathon expense - -1064
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Change in the Value of Annuities - 1765511 Bookstore Cost of Goods Sold - 1000973 Change in the value of Bond Swap - 1560338 Fundraising direct expense - 67746 Reclass golf marathon expense - 1064 Donor Advised Funds to Wheaton College - 771580 Donor Advised Funds to Other Charities - 1469364
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsScholarships - 30493282

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYA non-discrimination policy is stated in the college newspaper as well as in all recruitment brochures.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTWheaton College students receive federal financial assistance in accordance with Title IX of the Education Amendments of 1972.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Program ServicesSTUDY/ HUMANITARIAN PROJECTS$180,452
East Asia and the Pacific00Program ServicesSTUDY/ HUMANITARIAN PROJECTS$93,222
Europe (Including Iceland and Greenland)00Program ServicesSTUDY/ HUMANITARIAN PROJECTS$418,912
Middle East and North Africa00Program ServicesSTUDY/ HUMANITARIAN PROJECTS$434,400
North America (Canada & Mexico only)00Program ServicesHUMANITARIAN PROJECTS$5,295
South America00Program ServicesSTUDY/ HUMANITARIAN PROJECTS$57,471
South Asia00Program ServicesHUMANITARIAN PROJECTS$31,606
Sub-Saharan Africa00Program ServicesSTUDY/ HUMANITARIAN PROJECTS$287,487
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$1,508,845SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$1,508,845TotalSpentAmt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF MARATHONEvent1Nm
Gross Receipts Event1$71,573GrossReceiptsEvent1Amt
Charitable Contri Event1$45,200CharitableContriEvent1Amt
Gross Revenue Event1$26,373GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$0NonCashPrizesEvent1Amt
Rent Facility Costs Event1$0RentFacilityCostsEvent1Amt
Food And Beverage Event1$0FoodAndBeverageEvent1Amt
Entertainment Event1$0EntertainmentEvent1Amt
Other Direct Expenses Event1$67,746OtherDirectExpensesEvent1Amt
Gross Revenue Event2$0GrossRevenueEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$71,573GrossReceiptsTotalAmt
Charitable Contributions Tot$45,200CharitableContributionsTotAmt
Gross Revenue Total Events$26,373GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$0NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$0RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$0FoodAndBeverageTotalEventsAmt
Entertainment Total Events$0EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$67,746OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$67,746DirectExpenseSummaryEventsAmt
Net Income Summary-$41,373NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (26 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
THE BECKET FUND FOR RELIGIOUS LIBERTY
3000 K Street NWSuite 220WashingtonDC20007521858532501 (c )(3)$10,000$0Canterbury Medal Dinner
CARE NET PREGNANCY SERVICES OF DUPAGE
1200 Roosevelt RoadSuite 101Glen EllynIL60137363154700501 ( C ) (3)$5,500$0General Operating Support
CHARITIES AID FOUNDATION OF AMERICA
1800 Diagonal RoadSuite 150AlexandriaVA22314431634280501 (C ) (3)$10,000$0Center for Enterprise, Markets & Ethics Fund
CHRISTIAN CAMPS INC dba DEERFOOT LODGE
8534 N Deerfoot RoadHaywardWI548434467146017995501 ( C ) (3)$250,000$0Property Acquisition
COLLEGE CHURCH
332 E Seminary AvenueWheatonIL60187362203929501 ( C ) (3)$13,500$0Pioneer Clubs and General Operating Support
CORNERSTONE COMMUNITY CHURCH
3167 Frankford AvenuePhiladelphiaPA191343826233057681501 ( C ) (3)$21,000$0General Operating Support
COVENANT CHURCH OF NAPLES
6926 Trail BlvdNaplesFL34108591098689501 ( C ) (3)$35,000$0Various church programs and General Operating Support
CAMPUS CRUSADE FOR CHRIST INC (CRU)
PO Box 628222OrlandoFL328628222956006173501 ( C ) (3)$10,080$0General Operating Support
DAYSTAR US
8011 34th Avenue SouthSte C50BloomingtonMN55425953732280501 (C ) (3)$100,000$0General Operating Support
E2 EDUCATIONAL SERVICES
1420 NW Gilman BlvdIssaquahWA98027912090263501 ( C ) (3)$7,000$0General Operating Support
EMMANUEL INTERNATIONAL MINISTRIES
PO Box 5279WheatonIL60189364379208501 (C )(3)$150,000$0Pollard Leadership Center
EL SHADDAI MINISTRIES INTERNATIONAL (ESMI)
2121 SW 3rd AvenueSuite 601MiamiFL33129311633120501 ( C ) (3)$21,200$0Hurricane Matthew Relief
FOCUS NEW ENGLAND BOARDING SCHOOLS
PO Box 270562West HartfordCT06127060870830501 ( C) (3)$10,000$0Boarding School Chaplaincy Program
JOHN BROWN UNIVERSITY
2000 West University StreetSiloam SpringsAR72761710239576501 ( C ) (3)$500,000$0General Operating Support
JONI AND FRIENDS
915 Harger RoadSuite 210OakbrookIL60523953402002501 ( C ) (3)$7,000$0General Operating Support
MARANATHA BIBLE & MISSIONARY CONFERENCE
4759 Lake Harbor RoadMuskegonMI49441381558540501 ( C ) (3)$13,500$0General Operating Support
MNA PRESBYTERIAN CHURCH IN AMERICA
1700 North Brown RoadSuite 101LawrencevilleGA30043237366967501 (C ) (3)$6,000$0Haiti Ministry Support
OUTREACH COMMUNITY MINISTRIES
122 W Liberty DriveWheatonIL60187237265066501 ( C ) (3)$42,500$0Lake Geneva Youth Camp Scholarship Fund and General Operating Support
PEACHTREE PRESBYTERIAN CHURCH
3434 Roswell Road NWAtlantaGA30305580566210501 ( C ) (3)$45,000$0Various Church Ministries
PEPPERDINE UNIVERSITY
24255 Pacific Coast HighwayMalibuCA90263951644037501 ( C ) (3)$6,500$0Spiritual Life and Church Relation Support
PRINCETON UNIVERSITY
701 CARNEGIE CTRPrincetonNJ08540210634501501 ( C ) (3)$10,000$0Faith & Work Initiative
ST MICHAEL'S ANGLICAN CHURCH
30 S Maple StreetOconomowocWI53066273447867501 ( C ) (3)$6,000$0General Operating Support
WHEATON ACADEMY
900 Prince Crossing RoadWest ChicagoIL60185362388793501 ( C ) (3)$11,500$0Science & Technology Initiative
WHEATON BIBLE CHURCH
27 W 500 North AvenueWest ChicagoIL60185362233546501 ( C ) (3)$35,000$0General Operating Support
WORLD VISION
PO Box 9716Federal WayWA98063481265565501 ( C ) (3)$10,360$0General Operating Support
YOUNG LIFE
PO Box 520Colorado SpringsCO80901840385934501 ( C ) (3)$19,000$0Northern Ireland
FieldValueIRS element (for citing)
Total501c3 Org26Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient2166RecipientCnt
Cash Grant$30,493,282CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

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

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Philip G Ryken
President/Director$352,468$0$0$0$24,689$0$38,700$0$112,809$0$528,666$0$0$0
Stanton Jones
Provost until 5/31/16$227,662$0$0$0$2,505$0$95,648$0$20,910$0$346,725$0$0$0
Paul Chelsen
Vice President - Student Development$141,269$0$0$0$425$0$20,352$0$21,130$0$183,176$0$0$0
Dale Kemp
VP for Finance, Operations & Treasurer$242,919$0$0$0$2,426$0$81,465$0$26,133$0$352,943$0$0$0
Kirk D Farney
VP for Advancement and Alumni Relations$198,145$0$0$0$1,477$0$11,026$0$29,842$0$240,490$0$0$0
Kenneth Larson
Investment Manager$152,480$0$0$0$658$0$12,854$0$50,862$0$216,854$0$0$0
Dave Teune
Director of Gift Planning Services/ Legal Counsel$130,987$0$0$0$1,380$0$11,018$0$23,142$0$166,527$0$0$0
Michael D Wilder
Dean - Conservatory/Arts$128,862$0$0$0$1,329$0$10,693$0$45,647$0$186,531$0$0$0
Dorothy Chappell
Dean - Social Sciences$136,115$0$0$0$2,556$0$11,081$0$8,126$0$157,878$0$0$0
David Iglesias
Associate Professor/Endowed Kvamme Chair$115,563$0$0$0$22,442$0$2,430$0$20,193$0$160,628$0$0$0
Wendy Woodward
Chief Information Officer$134,435$0$0$0$425$0$11,322$0$21,979$0$168,161$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsThe College provided tax gross up payments related to educational benefits provided to one officer during the year and to one highest compensated employee. Such benefits were included in taxable income for both recipients.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useThe President of the College receives a housing allowance that is excluded from taxable income.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planWheaton College has a nonqualified 457(f) retirement plan in place that allows for certain officers to participate in the plan. The following interested persons constructively received deferrals to the 457(f) plan in 2015; These deferrals are included in Schedule J, Part II, Column (c). Stanton Jones - $60,000 Dale Kemp - $50,000

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Philip G RykenBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgPresidentRelationshipWithOrgTxt
Loan PurposeHome MortgageLoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$180,000OriginalPrincipalAmt
Balance Due$112,633BalanceDueAmt
DefaultfalseDefaultInd
Board Or Committee ApprovalYes (true)BoardOrCommitteeApprovalInd
Written AgreementYes (true)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$112,633TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Kenneth Larson
Key employee/ Investment manager$97,161Sister Karen Belling is the Director of Financial Aid at Wheaton Collegefalse
Kenneth Larson
Key employee/ Investment manager$14,801Spouse Laurel Larson is the CMCA coordinator for the Billy Graham Center for Evangelism.false
Jeffrey Meyer
Trustee$27,725Daughter-in-law Rebecca Meyer is a ministry associate in the Chaplain's Office at Wheaton College.false
Philip Hubbard
Trustee$59,170Son-in-law Adam Wood is an Assistant Professor in Philosophy at Wheaton College.false
Philip Ryken
President$70,010Brother-in-law Jeffrey Beaird is a Network/Systems Engineer at Wheaton College.false
David Gieser
Trustee/ Chair$30,743Niece Betsy Leong is an adjunct faculty in the Education Dept at Wheaton College.false

Schedule M IRS990ScheduleM

Art Historical Treasures ArtHistoricalTreasuresGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$179,250NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - Estimated value . Not appraised yet.MethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$34,029NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution79ContributionCnt
Noncash Contributions Rpt F990$3,345,533NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Real Estate Other RealEstateOtherGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$8,800NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (6 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Horses4$11,004Market value
Yes (X)Equipment4$42,670Market value
Yes (X)Meeting Expenses/ Entertainment28$4,229Cost
Yes (X)Musical instruments2$11,650Market value
Yes (X)Contents of a safe deposit box1$7,718Market value
Yes (X)Artist Series Tickets3$300Market value
FieldValueIRS element (for citing)
Form8283 Received2Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I Explanations of reporting method for number of contributionsFormAndLineReferenceDesc
ExplanationBooks and publications - : Number of contributions Cars and other vehicles - : Number of contributions Securities - Publicly traded - : Number of contributions Real estate - Other - Land: Number of contributions Other - Horses: Number of contributions Other - Equipment: Number of contributions Other - Meeting Expenses/ Entertainment: Number of contributions Other - Musical instruments: Number of contributions Other - Contents of a safe deposit box: Number of contributions Other - Artist Series Tickets: Number of contributions Art - Historical treasures - Torah scroll: Number of contributionsExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services(Expenses $ 3,023,812 including grants of $ 1,359,937)(Revenue $ 7,700,044) ARTIST SERIES, THE COMMUNITY SCHOOL OF THE ARTS AND SUMMER SPORTS CAMPS. MINOR PROGRAMS, APPLICATION FEES, TUITION INSTALLMENT PLAN FEES, PARKING FINES, PARKING PERMITS AND LIBRARY FINES. THE COLLEGE SOLICITS A VARIETY OF CONTRIBUTIONS FOR ITS PROGRAMS INCLUDING DONOR-ADVISED FUNDS. DONOR-ADVISED FUND CONTRIBUTIONS RECEIVED ARE ACCOUNTED FOR AS OTHER INVESTMENTS. DONOR-ADVISED FUNDS ALLOW FOR THE DONOR TO RECOMMEND DISTRIBUTIONS TO COLLEGE PROGRAMS OR OTHER CHARITABLE ORGANIZATIONS. ALTHOUGH THE COLLEGE GENERALLY COMPLIES WITH THE DONOR'S RECOMMENDATION, THEY ARE SUBJECT TO APPROVAL BY THE COLLEGE'S CHARITY SELECTION COMMITTEE. THE COLLEGE'S POLICY IS TO DISTRIBUTE A MAXIMUM OF 75% - 90% OF DONOR-ADVISED FUND CONTRIBUTIONS TO UNRELATED THIRD PARTIES.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyThe Controller and the VP for Finance review the Form 990 with the paid tax preparer before it is filed with the IRS. After their review, it is presented to the finance committee of the Board of Trustees. All Board members receive a copy of the Form 990 prior to filing the return with the IRS.
Form 990, Part VI, Line 12c Conflict of interest policyOfficers, trustees and key employees are annually asked to reveal any potential conflicts of interest. Each interested person is provided a questionnaire electronically to be reviewed. The Controller reviews the questionnaires to determine if any potential conflict exists and is required to be disclosed on the Form 990. If a conflict exists, the Board member is asked to abstain from voting on the issue of which they have a conflict.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialThe Compensation Committee of the Board reviews and approves the President's compensation. The review includes outside compensation surveys, studies prepared by internal staff and an independent compensation consultant as well as Form 990's of similar educational institutions. This process is undertaken annually and documented in the meeting minutes of the Compensation Committee.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesThe Compensation Committee also reviews and approves the compensation for the VP for Finance, the VP for Student Development, the Provost and for the VP for Advancement. The reviews utilize compensation data from Form 990's of similar educational institutions. This process is undertaken annually and is documented in the meeting minutes of the Compensation Committee.
Form 990, Part VI, Line 19 Required documents available to the publicThe College's financial statements are available on our website. Governing documents and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. These documents are not available to the public at this time.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesCHANGE IN THE VALUE OF ANNUITIES - -1765510; CHANGE IN THE VALUE OF THE BOND SWAP - -1560338; DONOR ADVISED FUNDS DISTRIBUTIONS TO OTHERS - -1469364; DONOR ADVISED FUNDS DISTRIBUTIONS TO OPERATIONS - -771580;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

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

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1WHEATON COLLEGE TRUST COMPANY NABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1501 COLLEGE AVENUEAddressLine1Txt
CityWHEATONCityNm
State AbbreviationILStateAbbreviationCd
ZIP60187ZIPCd
FieldValueIRS element (for citing)
EIN364353420EIN
Primary ActivitiesTRUST ADMINISTRATIONPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1WHEATON COLLEGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeC CorporationEntityTypeTxt
Share Of Total Income$2,241ShareOfTotalIncomeAmt
Share Of EOY Assets$3,256,740ShareOfEOYAssetsAmt
Ownership0.9968OwnershipPct
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BILLY GRAHAM CENTER
C$334,996GENERAL LEDGER
BILLY GRAHAM CENTER
N$925,790ALLOCATION BASED ON SQUARE FOOTAGE
WHEATON COLLEGE TRUST COMPANY NA
A$64,972BASED ON SQUARE FOOTAGE PLUS OVERHEAD
WHEATON COLLEGE TRUST COMPANY NA
M$752,218MARKET VALUE OF THE TRUST ASSETS
WHEATON COLLEGE TRUST COMPANY NA
O$637,892ALLOCATION BASED ON THE NUMBER OF TRUSTS

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