WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSIT: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSIT (EIN 39-1039417)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-10-26
- IRS object ID
- 201633009349301423
- Schema version
- 2015v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-26T15:35:24-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly Virchow Krause LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E Wisconsin Avenue 32nd Floor | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391039417 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wisconsin Association of Independent | BusinessNameLine1Txt |
| Business Name Line2 | Colleges and Universities Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WISC | BusinessNameControlTxt |
| Phone | 6082567761 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 W Washington Avenue No 700 | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rolf Wegenke | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6082567761 | PhoneNum |
| Signature | 2016-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Troy Marine CPA | PreparerPersonNm |
| PTIN | P00187863 | PTIN |
| Phone | 4147775500 | PhoneNum |
| Preparation | 2016-10-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Rolf Wegenke | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 W Washington Avenue No 700 | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,811,151 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.waicu.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE AND FACILITATE SERVICES TO WISCONSIN'S PRIVATE NONPROFIT COLLEGES AND UNIVERSITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 18 | TotalEmployeeCnt |
| Total Volunteers | 24 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,100,994 | PYContributionsGrantsAmt |
| CY Contributions Grants | $840,478 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,013,538 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,856,430 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,085,438 | PYInvestmentIncomeAmt |
| CY Investment Income | $639,015 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,199,970 | PYTotalRevenueAmt |
| CY Total Revenue | $4,335,923 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $806,791 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $897,484 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,788,461 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,814,388 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $82,239 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,168,103 | PYOtherExpensesAmt |
| CY Other Expenses | $1,093,656 | CYOtherExpensesAmt |
| PY Total Expenses | $3,763,355 | PYTotalExpensesAmt |
| CY Total Expenses | $3,805,528 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,436,615 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $530,395 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,660,022 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,218,654 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $725,852 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $431,499 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,934,170 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,787,155 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Promote and Facilitate Services to Wisconsin's Private NonProfit Colleges and Universities. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,253,035 | ExpenseAmt |
| Revenue | $1,253,036 | RevenueAmt |
| Desc | Collaborative Services - The WAICU collaboration project is a comprehensive initiative to perform administrative support functions of Wisconsin's twenty-four private nonprofit colleges and universities on a collaborative basis. The objectives are to save money, to improve the quality of services to students, faculty, and staff, and to serve as a national model for controlling college costs. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $748,255 | ExpenseAmt |
| Revenue | $748,256 | RevenueAmt |
| Desc | Student Access - WAICU has organized joint admission programs since 1978, currently logging more than 300,00 contacts with potential students and their parents and counselors each year. WAICU's admission programs are specifically designed to reinforce the student recruitment efforts of members. WAICU's role is to highlight the affordability and opportunities quality of Wisconsin's private nonprofit colleges and to create opportunities for students and counselors to consider private nonprofit colleges. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,013,008 | ExpenseAmt |
| Grant | $897,484 | GrantAmt |
| Revenue | $115,524 | RevenueAmt |
| Desc | SCHOLARSHIPS - THE ORGANIZATION AWARDS ON AN ANNUAL BASIS APPROXIMATELY $800,000 TO ALMOST 200 PRIVATE COLLEGE STUDENTS. IN ADDITION THEY MANAGE SIX ENDOWED SCHOLARSHIP PROGRAMS VALUED AT APPROXIMATELY $15.0 MILLION. THESE SCHOLARSHIPS ALLOW MANY STUDENTS TO CONTINUE THEIR COLLEGE EDUCATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $458,933 | ExpenseAmt |
| Revenue | $739,614 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $458,933 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $739,614 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,473,231 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 18 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Liza Simon | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082567761 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 W Washington Avenue NO 700 | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53703 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Mary J Meehan | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Connie Boerst | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| H Scott Bierman | ||||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| James Loftus | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Douglas N Hastad | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Gregory Woodward | ||||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jill Berg | ||||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Patrick T Ferry | ||||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Scott Flanagan | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| daniel Eck | ||||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mark Burstein | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael R Lovell | ||||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| John R Raymond | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Eileen Schwalbach | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Miller | ||||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Zach P Messitte | ||||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Thomas Kunkel | ||||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Chris Domes | ||||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard Artman | ||||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Daniel W Johnson | ||||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Rev Steven A Peay | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Andrew Manion | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey Morin | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Matthew Panhans | ||||||||
| director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Rolf Wegenke | ||||||||
| President | 36.00 | $363,269 | $0 | $51,782 | 2.00 | Yes (X) | ||
| Elizabeth Simon | ||||||||
| Sr. VP for Finance and Operations | 40.00 | $95,087 | $0 | $14,531 | Yes (X) | |||
| Rodney L Opsal | ||||||||
| Sr. VP for Collaborative Services | 20.00 | $186,482 | $0 | $41,611 | 8.00 | Yes (X) | ||
| Rebecca Larson | ||||||||
| Sr. VP for Advocacy | 40.00 | $131,922 | $0 | $20,063 | Yes (X) | |||
| Carole J Trone | ||||||||
| Sr. VP for Educational Services | 40.00 | $121,731 | $0 | $2,123 | Yes (X) | |||
| William J Schultz | ||||||||
| Executive Director, WAICU ETC | 8.00 | $115,824 | $0 | $42,829 | 32.00 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,014,315 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $172,939 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Ellucian Company LP | |||||
| 4375 Lakes Court | Fairfax | PA | 22033 | Technology | $348,721 |
| Hovde Properties | |||||
| 122 W Washington Avenue | Madison | WI | 53703 | Property Management | $174,510 |
| IBM Corp | |||||
| PO Box 643600 | Pittsburgh | PA | 152643600 | Technology | $155,527 |
| Marsh USA | |||||
| 96460 Collection Center Drive | Chicago | IL | 60693 | Risk Management | $141,907 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $840,478 | AllOtherContributionsAmt |
| Total Contributions | $840,478 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Membership Dues | 611710 | $1,594,568 | $1,594,568 |
| Member Services | 611710 | $1,188,949 | $1,188,949 |
| Priv. College Week Adv | 611710 | $72,913 | $72,913 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,856,430 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $293,310 | TotalRevenueColumnAmt |
| Exclusion | $293,310 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $820,783 | SecuritiesAmt |
| Other | $150 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $475,228 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $345,555 | SecuritiesAmt |
| Other | $150 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $345,705 | TotalRevenueColumnAmt |
| Exclusion | $345,705 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,335,923 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,856,430 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $639,015 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $897,484 | TotalAmt |
| Program Services | $897,484 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $816,442 | TotalAmt |
| Program Services | $628,168 | ProgramServicesAmt |
| Management And General | $137,380 | ManagementAndGeneralAmt |
| Fundraising | $50,894 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $539,398 | TotalAmt |
| Program Services | $510,868 | ProgramServicesAmt |
| Management And General | $24,757 | ManagementAndGeneralAmt |
| Fundraising | $3,773 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,630 | TotalAmt |
| Program Services | $50,285 | ProgramServicesAmt |
| Management And General | $8,445 | ManagementAndGeneralAmt |
| Fundraising | $2,900 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,918 | TotalAmt |
| Program Services | $259,842 | ProgramServicesAmt |
| Management And General | $33,603 | ManagementAndGeneralAmt |
| Fundraising | $9,473 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,000 | TotalAmt |
| Program Services | $81,198 | ProgramServicesAmt |
| Management And General | $9,672 | ManagementAndGeneralAmt |
| Fundraising | $3,130 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,699 | TotalAmt |
| Program Services | $10,751 | ProgramServicesAmt |
| Management And General | $711 | ManagementAndGeneralAmt |
| Fundraising | $237 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,560 | TotalAmt |
| Program Services | $19,783 | ProgramServicesAmt |
| Management And General | $583 | ManagementAndGeneralAmt |
| Fundraising | $194 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,348 | TotalAmt |
| Program Services | $42,913 | ProgramServicesAmt |
| Management And General | $4,076 | ManagementAndGeneralAmt |
| Fundraising | $1,359 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,575 | TotalAmt |
| Program Services | $123,722 | ProgramServicesAmt |
| Management And General | $1,389 | ManagementAndGeneralAmt |
| Fundraising | $464 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,429 | TotalAmt |
| Program Services | $333,409 | ProgramServicesAmt |
| Management And General | $2,265 | ManagementAndGeneralAmt |
| Fundraising | $755 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,291 | TotalAmt |
| Program Services | $36,054 | ProgramServicesAmt |
| Management And General | $928 | ManagementAndGeneralAmt |
| Fundraising | $309 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,075 | TotalAmt |
| Program Services | $196,328 | ProgramServicesAmt |
| Management And General | $9,560 | ManagementAndGeneralAmt |
| Fundraising | $3,187 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,628 | TotalAmt |
| Program Services | $54,261 | ProgramServicesAmt |
| Management And General | $1,775 | ManagementAndGeneralAmt |
| Fundraising | $592 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,522 | TotalAmt |
| Program Services | $33,305 | ProgramServicesAmt |
| Management And General | $3,163 | ManagementAndGeneralAmt |
| Fundraising | $1,054 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,597 | TotalAmt |
| Program Services | $48,122 | ProgramServicesAmt |
| Management And General | $1,856 | ManagementAndGeneralAmt |
| Fundraising | $619 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Dues & Subscriptions | $108,975 | $96,843 | $9,099 | $3,033 |
| Member Services | $41,242 | $40,938 | $228 | $76 |
| Bank fees | $9,039 | $8,344 | $521 | $174 |
| Licenses and Fees | $676 | $613 | $47 | $16 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,805,528 | TotalAmt |
| Program Services | $3,473,231 | ProgramServicesAmt |
| Management And General | $250,058 | ManagementAndGeneralAmt |
| Fundraising | $82,239 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,828,880 | BOYAmt |
| EOY | $1,816,493 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,750 | BOYAmt |
| EOY | $45,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,964 | BOYAmt |
| EOY | $174,020 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,343 | BOYAmt |
| EOY | $280,320 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $434,675 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $279,212 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,597 | BOYAmt |
| EOY | $155,463 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,995,869 | BOYAmt |
| EOY | $14,666,911 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,619 | BOYAmt |
| EOY | $80,447 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,660,022 | BOYAmt |
| EOY | $17,218,654 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,000 | BOYAmt |
| EOY | $140,517 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,661 | BOYAmt |
| EOY | $98,085 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,788 | BOYAmt |
| EOY | $12,494 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,403 | BOYAmt |
| EOY | $180,403 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $725,852 | BOYAmt |
| EOY | $431,499 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,726,887 | BOYAmt |
| EOY | $1,989,770 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,451,128 | BOYAmt |
| EOY | $3,450,630 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,756,155 | BOYAmt |
| EOY | $11,346,755 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,934,170 | BOYAmt |
| EOY | $16,787,155 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,660,022 | BOYAmt |
| EOY | $17,218,654 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $530,395 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$677,410 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,209,689 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,038,874 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $664,202 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,100,994 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $840,478 | CurrentTaxYearAmt |
| Total | $5,854,237 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,331,529 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,552,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,483,180 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,013,538 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,856,430 | CurrentTaxYearAmt |
| Total | $13,237,327 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,541,218 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,591,524 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,147,382 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,114,532 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,696,908 | CurrentTaxYearAmt |
| Total | $19,091,564 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,197,069 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $114,648 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,612 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $568,767 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $587,792 | CurrentTaxYearAmt |
| Total | $3,510,888 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,197,069 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $114,648 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,612 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $568,767 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $587,792 | CurrentTaxYearAmt |
| Total | $3,510,888 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $15,580,676 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $241,872 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $286,108 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $332,014 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $339,062 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $293,310 | CurrentTaxYearAmt |
| Total | $1,492,366 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $241,872 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $286,108 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $332,014 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $339,062 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $293,310 | CurrentTaxYearAmt |
| Total | $1,492,366 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,783,090 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,877,632 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,479,396 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,453,594 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,990,218 | CurrentTaxYearAmt |
| Total | $20,583,930 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.75690 | PublicSupportCY509Pct |
| Public Support PY509 | 0.75840 | PublicSupportPY509Pct |
| Investment Income CY | 0.07250 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06750 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $167,291 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $167,291 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,305,943 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,473,234 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $323,662 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $80,916 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $332,791 | CurrentYearMinus3Amt |
| Current Year Minus2 | $303,144 | CurrentYearMinus2Amt |
| Current Year Minus1 | $321,028 | CurrentYearMinus1Amt |
| Current Year | $323,662 | CurrentYearAmt |
| Total | $1,280,625 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,920,938 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $179,921 | CurrentYearMinus3Amt |
| Current Year Minus2 | $84,812 | CurrentYearMinus2Amt |
| Current Year Minus1 | $210,191 | CurrentYearMinus1Amt |
| Current Year | $167,291 | CurrentYearAmt |
| Total | $642,215 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $83,198 | CurrentYearMinus3Amt |
| Current Year Minus2 | $75,786 | CurrentYearMinus2Amt |
| Current Year Minus1 | $80,257 | CurrentYearMinus1Amt |
| Current Year | $80,916 | CurrentYearAmt |
| Total | $320,157 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $480,236 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,368,710 | BeginningYearBalanceAmt |
| Contributions | $590,600 | ContributionsAmt |
| Investment Earnings Or Losses | -$103,575 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $705,947 | OtherExpendituresAmt |
| End Year Balance | $12,149,788 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,957,409 | BeginningYearBalanceAmt |
| Contributions | $590,100 | ContributionsAmt |
| Investment Earnings Or Losses | $414,939 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $593,738 | OtherExpendituresAmt |
| End Year Balance | $12,368,710 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,857,989 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,689,006 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $589,556 | OtherExpendituresAmt |
| Administrative Expenses | $30 | AdministrativeExpensesAmt |
| End Year Balance | $11,957,409 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,228,892 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,208,821 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $579,724 | OtherExpendituresAmt |
| End Year Balance | $10,857,989 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,797,721 | BeginningYearBalanceAmt |
| Contributions | $1,135,751 | ContributionsAmt |
| Investment Earnings Or Losses | $170,989 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $875,569 | OtherExpendituresAmt |
| End Year Balance | $10,228,892 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.93000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $144,701 | OtherCostOrOtherBasisAmt |
| Depreciation | $93,852 | DepreciationAmt |
| Book Value | $50,849 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $109,358 | OtherCostOrOtherBasisAmt |
| Depreciation | $81,297 | DepreciationAmt |
| Book Value | $28,061 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $180,616 | OtherCostOrOtherBasisAmt |
| Depreciation | $104,063 | DepreciationAmt |
| Book Value | $76,553 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $155,463 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Scholarship Obligation | Desc |
| Amt | $180,403 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $180,403 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $3,658,513 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$677,410 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$677,410 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,335,923 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,335,923 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,805,528 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,805,528 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,805,528 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: | FormAndLineReferenceDesc |
| Explanation | The endowment funds are used for scholarships and program support. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Scholarships | 175 | $852,684 |
| Intern Stipends | 42 | $44,800 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Recipients must meet eligibility requirements to receive grants administered by WAICU. WAICU requires that the necessary documentation be submitted prior to issuing checks. The documentation is reviewed by the appropriate WAICU personnel and approved for disbursement of funds. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Rolf Wegenke | ||||||||||||||
| President | $363,269 | $0 | $0 | $0 | $0 | $0 | $18,860 | $0 | $32,922 | $0 | $415,051 | $0 | $0 | $0 |
| Rodney L Opsal | ||||||||||||||
| Sr. VP for Collaborative Services | $186,482 | $0 | $0 | $0 | $0 | $0 | $8,694 | $0 | $32,917 | $0 | $228,093 | $0 | $0 | $0 |
| Rebecca Larson | ||||||||||||||
| Sr. VP for Advocacy | $131,922 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $20,063 | $0 | $151,985 | $0 | $0 | $0 |
| William J Schultz | ||||||||||||||
| Executive Director, WAICU ETC | $115,824 | $0 | $0 | $0 | $0 | $0 | $5,764 | $0 | $37,065 | $0 | $158,653 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | A draft of the Form 990 is distributed to the executive committee two weeks prior to its fall meeting. At this meeting the committee discusses any suggested changes. The committee then votes on whether to recommend that the full board of directors accept the revised draft of the return. The full board of directors votes at its fall meeting to accept the prepared Form 990 for filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | Annually, all directors, officers, and key employees complete a form to disclose all conflicts of interest. The completed and signed forms are reviewed and kept at WAICU's office. |
| Form 990, Part VI, Section B, line 15 | The executive committee conducts an annual performance review of the president. The committee reviews a study prepared by the California private college association on behalf of the National Association of Independent Colleges and Universities State Executives (NAICUSE) and another study prepared by the College and University Professional Association for Human Resources (CUPA-HR) when considering compensation. |
| Form 990, Part VI, Section C, line 19 | Upon Request. |
| Form 990, Part XII, Line 2 C | No changes have been made from the prior year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Waicu Educational Technology Consortium Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 W Washington Avenue Suite 700 | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203202578 | EIN |
| Primary Activities | Purchase/Implement IT for Members | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 11a, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAICU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAICU Educational Technology Consortium Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionTypeTxt |
| Involved | $258,541 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |