2016-06-07T20:47:47-05:00 2015-07-31 990 2014-08-01 370662594 ILLINOIS WESLEYAN UNIVERSITY ILLI 3095563449 PO BOX 2900 BLOOMINGTON IL 61702 DANIEL P KLOTZBACH VP FOR BUSINESS & FINANCE 3095563449 2016-06-03 2016-06-07 2014 2016-08-17 19:52:53Z ERIC R JENSEN 1312 PARK STREET BLOOMINGTON IL 61701 116136482 false X WWW.IWU.EDU X 1850 IL THE UNIVERSITY STRIVES TO ATTAIN THE IDEAL OF A LIBERAL EDUCATION WHILE PROVIDING UNIQUE OPPORTUNITIES WITH ITS DISTINCTIVE CURRICULA AND PROGRAMS. A LIBERAL EDUCATION FOSTERS CREATIVITY, CRITICAL THINKING, EFFECTIVE COMMUNICATION, STRENGTH OF CHARACTER AND A SPIRIT OF INQUIRY; IT DEEPENS THE SPECIALIZED KNOWLEDGE OF A DISCIPLINE WITH A COMPREHENSIVE WORLD VIEW. 42 41 2293 683 276849 -25197 12661893 13231573 58923962 56567028 5960439 8375473 1828590 1620474 79374884 79794548 0 0 42412131 40746635 95016 83579 3316926 32596617 33852639 75103764 74682853 4271120 5111695 395382216 393108424 121651066 120069357 273731150 273039067 X THE UNIVERSITY STRIVES TO ATTAIN THE IDEAL OF A LIBERAL EDUCATION WHILE PROVIDING UNIQUE OPPORTUNITIES WITH ITS DISTINCTIVE CURRICULA AND PROGRAMS. A LIBERAL EDUCATION FOSTERS CREATIVITY, CRITICAL THINKING, EFFECTIVE COMMUNICATION, STRENGTH OF CHARACTER AND A SPIRIT OF INQUIRY; IT DEEPENS THE SPECIALIZED KNOWLEDGE OF A DISCIPLINE WITH A COMPREHENSIVE WORLD VIEW. false false 67274628 64893587 INSTRUCTION TO OVER 1,850 STUDENTS FOR BACCALAUREATE DEGREES IN THE LIBERAL ARTS AND SCIENCES, NURSING, FINE ARTS, DRAMA AND MUSIC. STUDENT SERVICES INCLUDE STUDENT PROGRAMMING, HOUSING, AND BOARD. INSTRUCTION TO OVER 1,850 STUDENTS FOR BACCALAUREATE DEGREES IN THE LIBERAL ARTS AND SCIENCES, NURSING, FINE ARTS, DRAMA AND MUSIC. STUDENT SERVICES INCLUDE STUDENT PROGRAMMING, HOUSING, AND BOARD. 67274628 true true false false false false false true false true true false false false true true true false true false true false false true false false false false false true true false false false false false false false false false false true false false false false false false false false true 208 0 true 2293 true true true false false false false true true false false false false false false X 42 41 false false false false false false false true true false false true true true true true true true true false X JOHN BRYANT 3095563449 1312 PARK STREET BLOOMINGTON IL 61701 RICHARD F WILSON PRESIDENT 40.00 X X 292102 0 42610 RICHARD AMES TRUSTEE 2.00 X 0 0 0 JEAN BAIRD SECRETARY 2.00 X 0 0 0 PHYLLIS BARKER TRUSTEE 2.00 X 0 0 0 THOMAS BROWN VICE CHAIR 2.00 X 0 0 0 WILLIE BROWN VICE CHAIR 2.00 X 0 0 0 CATHY CARSWELL TRUSTEE 2.00 X 0 0 0 MICHAEL CLARK TRUSTEE 2.00 X 0 0 0 MARY CREGO TRUSTEE 2.00 X 0 0 0 CEASAR DOUGLAS 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A COLLECTION OF TRADITIONAL PUEBLO POTTERY AND A FEW WOODEN AND BASKETRY OBJECTS WAS PRESENTED TO THE UNIVERSITY IN THE MID 1880'S BY JOHN WESLEY POWELL. THE COLLECTION IS PRESERVED BY THE UNIVERSITY AND IS ON DISPLAY IN THE AMES LIBRARY. SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS ARE INTENDED TO PROVIDE FINANCIAL SUPPORT FOR SCHOLARSHIPS, SCHOLARLY ACHIEVEMENT, PROGRAM SUPPORT AND OTHER FUNCTIONS OF THE UNIVERSITY CONSISTENT WITH DONOR INTENT. FINANCIAL SUPPORT IS PROVIDED FROM INVESTMENT INCOME OF THE ENDOWED CORPUS, WHICH IS INVESTED TO PROVIDE INCOME IN PERPETUITY. SCHEDULE D, PAGE 3, PART X IN ACCORDANCE WITH U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE UNIVERSITY RECOGNIZES THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. BASED UPON THIS PRACTICE THE UNIVERSITY, AS OF JULY 31, 2015, HAS NOT RECORDED A LIABILITY FOR ANY UNRECOGNIZED TAX BENEFITS. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN PRESENT VALUE OF SWAP AGREEMENT 229,891 CHANGE IN SPLIT-INTEREST AGREEMENT OBLIGATIONS -956,561 SCHEDULE D, PAGE 4, PART XII, LINE 2D RECOGNITION OF CHANGE IN POSTRETIRMENT FUNDED STATUS 1,357,000 true true true true true true true false false false false false false false false true false true SCHEDULE E, LINE 3 THE UNIVERSITY'S ADMISSION BROCHURE INCLUDES OUR EQUAL OPPORTUNITY STATEMENT. THIS BROCHURE IS DISTRIBUTED TO PROSPECTIVE STUDENTS AND AVAILABLE TO WHOMEVER MAY REQUEST IT. SCHEDULE E, LINE 6 THE UNIVERSITY ADMINISTERS FINANCIAL AID GRANTS FROM THE FEDERAL GOVERNMENT AND STATE OF ILLINOIS INCLUDING FEDERAL COLLEGE WORK STUDY. THE UNIVERSITY RECEIVES INDIRECT COST SHARE AS PART OF RESEARCH GRANTS FROM VARIOUS GOVERNMENTAL AGENCIES LIKE THE NATIONAL SCIENCE FOUNDATION. false LONDON, ENGLAND PROGRAM SERVICE STUDY ABROAD 197874 BARCELONA, SPAIN PROGRAM SERVICE STUDY ABROAD 208995 406869 406869 false false false false false false SCHEDULE F, PAGE 1, PART I, LINE 3 LONDON, ENGLAND 197,874 0 BARCELONA, SPAIN 208,995 0 X X X X X X X true RUFFALO NOEL LEVITZ LLC 65 KIRKWOOD NO RD SW CEDAR RAPIDS IA 52406 TELEFUNDRA false 234781 83376 151405 234781 83376 151405 SCHEDULE G, PAGE 1, PART I, LINE 2B, COLUMN (V) RUFFALO, NOEL LEVITZ, LLC CALL CENTER MANAGEMENT/SOLICITATION CONSULTANT X X X true true X X X false false false false false false false false false RICHARD F WILSON PRESIDENT 292102 42610 334712 JONATHAN GREEN PROVOST 185528 44363 229891 MARTIN SMITH VP ADVANCMNT 179525 42973 222498 DANIEL P KLOTZBACH VP BUS & FIN 162363 41571 203934 KARLA CARNEY-HALL VP STUDENT AFFAIRS 138897 38136 177033 MARIO PELUSI PROFESSOR 133852 36948 170800 STEVEN SEIBRING ASSC VP ADV 133000 29877 162877 MICHAEL SEEBORG PROFESSOR 131349 27992 159341 DARRYL BROWN PROFESSOR 129926 32747 162673 SCHEDULE J, PAGE 1, PART I, LINE 1A TRAVEL FOR COMPANIONS - SPOUSAL TRAVEL IS LIMITED TO OCCASIONS THAT HAVE A BUSINESS PURPOSE AND THE DOCUMENTATION IS REQUIRED WITH EXPENSE VOUCHER TO SUPPORT THE BUSINESS PURPOSE. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE - THE PRESIDENT IS PROVIDED A RESIDENCE ON CAMPUS AND IS REQUIRED TO LIVE IN THIS RESIDENCE PER EMPLOYMENT CONTRACT. THIS RESIDENCE IS USED TO HOST SEVERAL UNIVERSITY SPONSORED FUNCTIONS THROUGHOUT THE YEAR. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - COUNTRY CLUB DUES ARE REIMBURSED FOR THE PRESIDENT, VICE PRESIDENT OF ADVANCEMENT AND THE ASSOCIATE VICE PRESIDENT FOR GIFT PLANNING. MEMBERSHIP IN THIS COUNTRY CLUB IS A CONDITION OF EMPLOYMENT AND IS DEEMED CRITICAL FOR FUNDRAISING AND COMMUNITY SUPPORT. A ILLINOIS EDUCATIONAL FACILITIES AUT 370662594 045200BXR 2006-02-01 14260000 REFINANCE SERIES 97 FINANCE SPRINKLER SYSTEM false false false B ILLINOIS EDUCATIONAL FACILITIES AUT 370662594 045200BR7 2006-12-01 31930000 REFINANCE SERIES 2001 FINANCE SPRINKLER SYSTEM false false false C ILLINOIS FACILITIES AUTHORITY 370662594 45200FLF4 2008-06-24 30410000 REFINANCE SERIES 2003 false false false D ILLINOIS FINANCE AUTHORITYSERIES201 370662594 45203HHPO 2012-05-30 12900000 REFI SERIES 2001 & FINANCE CONSTRUCTION OF APARTMENT STYLE RESIDENCES false false false A 1675000 14260000 426680 2008 false false true true B 805000 31930000 873278 2008 false false true true C 10025000 30410000 315379 2004 false false true true D 12900000 301416 2013 false false true true A false false false false true false true B false false false false true false true C false false false false true false true D false false false false true false true A false false false true false false false false false B false false false true false false false false false C false false false false true false false false false D false false false true true false false false false A false B false C false D false SCHEDULE K - DATE REBATE COMPUTATION PERFORMED ILLINOIS EDUCATIONAL FACILITIES AUTH 02/21/15 ILLINOIS EDUCATIONAL FACILITIES AUTH 12/31/13 ILLINOIS FINANCE AUTHORITYSERIES2012 06/30/14 X 42 413443 FAIR MARKET VALUE X 2 316792 APPRAISED VALUE X GIFTS IN KIND 9 4021398 FAIR VALUE X MUSICAL EQUIPME 3 48350 APPRAISED VALUE 40 false true true SCHEDULE M, PAGE 1, PART I, LINE 32B MAINTAIN A BROKERAGE ACCOUNT WITH WELLS FARGO ADVISORS TO RECEIVE AND LIQUIDATE GIFTS OF MARKETABLE SECURITIES. RETAINED SERVICES OF RUFFALO NOEL LEVITZ, LLC TO COORDINATE CALL CENTER AND VALIDATE DONOR CONTACT INFORMATION. THE CALL CENTER SOLICITS DONATIONS FROM ALUMNI AND FRIENDS. FORM 990 - ORGANIZATION'S MISSION THE UNIVERSITY STRIVES TO ATTAIN THE IDEAL OF A LIBERAL EDUCATION WHILE PROVIDING UNIQUE OPPORTUNITIES WITH ITS DISTINCTIVE CURRICULA AND PROGRAMS. A LIBERAL EDUCATION FOSTERS CREATIVITY, CRITICAL THINKING, EFFECTIVE COMMUNICATION, STRENGTH OF CHARACTER AND A SPIRIT OF INQUIRY; IT DEEPENS THE SPECIALIZED KNOWLEDGE OF A DISCIPLINE WITH A COMPREHENSIVE WORLD VIEW. FORM 990, PAGE 1, PART I, LINE 6 VOLUNTEERS PARTICIPATE IN VARIOUS ACADEMIC, CAMPUS AND ALUMNI EVENTS LIKE HOMECOMING AND ALUMNI RELATIONS CONNECTIONS EVENTS. ACADEMIC VOLUNTEERS SPEAK TO CLASSES, ACT AS MENTORS AND HOST STUDENT VISITS TO VARIOUS WORKPLACES. FORM 990, PAGE 2, PART III, LINE 4D INSTRUCTION TO OVER 1,850 STUDENTS FOR BACCALAUREATE DEGREES IN THE LIBERAL ARTS AND SCIENCES, NURSING, FINE ARTS, DRAMA AND MUSIC. STUDENT SERVICES INCLUDE STUDENT PROGRAMMING, HOUSING, AND BOARD. FORM 990, PAGE 6, PART VI, LINE 1A IN ACCORDANCE WITH THE BY-LAWS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE SHALL MEET AT LEAST ONCE BETWEEN REGULAR MEETINGS OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE THE AUTHORITY OF THE BOARD IN THE INTERIM BETWEEN STATED MEETINGS OF THE BOARD TO THE EXTENT PERMITTED BY LAW AND THE BY-LAWS AND THE BOARD ITSELF, EXCEPT THAT THE EXCECUTIVE COMMITTEE SHALL NOT CONDUCT ELECTIONS OF THE BOARD MEMBERS, NOR FILL VACANCIES ON THE BOARD. FORM 990, PAGE 6, PART VI, LINE 11B IT IS THE POLICY OF THE BOARD OF TRUSTEES OF ILLINOIS WESLEYAN UNIVERSITY THAT THE AUDIT COMMITTEE SHALL REVIEW INTERNAL REVENUE SERVICES FORM 990 PRIOR TO FILING IT WITH THE IRS. ONCE THE AUDIT COMMITTEE HAS REVIEWED IRS FORM 990, A COPY SHALL BE MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING OF FORM 990. BOARD MEMBERS SHALL EXERCISE THEIR BEST EFFORT TO REVIEW FORM 990. BOARD MEMBERS WHO HAVE COMMENTS OR REVISIONS TO FORM 990 SHALL SUBMIT THOSE COMMENTS OR REVISIONS TO THE AUDIT COMMITTEE CHAIR NO LATER THAN ONE WEEK FOLLOWING NOTIFICATION OF THE AVAILABILITY OF THE FORM 990 BEING POSTED FOR REVIEW. FORM 990, PAGE 6, PART VI, LINE 12C AN ANNUAL CONFLICT OF INTEREST STATEMENT IS COLLECTED FROM TRUSTEES AND KEY EMPLOYEES. REMINDERS ARE SENT TO TRUSTEES AND KEY EMPLOYEES WITH OUTSTANDING STATEMENTS UNTIL RECEIVED. CONFLICTS DISCLOSED ARE REVIEWED AND MONITORED. TRUSTEES ABSTAIN FROM VOTING WHEN A VOTE IS REQUIRED AND THE TRUSTEE HAS A CONFLICT OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 15A THE PRESIDENT'S SALARY IS APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AND A WRITTEN AGREEMENT IS SIGNED BY BOTH PARTIES. SALARY AMOUNT IS BASED ON, BUT NOT LIMITED TO: PRIOR SALARY, BUDGETED COMPENSATION INCREASE TO ALL EMPLOYEES OF THE UNIVERSITY, PERFORMANCE, CHANGES IN RESPONSIBILITY, COMPARATIVE DATA FROM CUPA AND OTHER RELEVANT FACTORS AS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 15B VICE PRESIDENTS SALARIES ARE APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. SALARY AMOUNTS ARE BASED ON, BUT NOT LIMITED TO: PRIOR SALARY, BUDGETED COMPENSATION INCREASE TO ALL EMPLOYEES OF THE UNIVERSITY, PERFORMANCE, CHANGES IN RESPONSIBILITY, COMPARATIVE DATA FROM CUPA AND OTHER RELEVANT FACTORS AS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 19 THE UNIVERSITY DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. REQUESTS FOR SUCH DATA ARE REVIEWED AND INFORMATION IS PROVIDED IF DEEMED APPROPRIATE. FORM 990, PART XI, LINE 9 CHANGE IN PRESENT VALUE OF SWAP AGREEMENT 229,891 CHANGE IN SPLIT-INTEREST AGREEMENT OBLIGATIONS -956,561 RECOGNITION OF CHANGE IN POSTRETIRMENT FUNDED STATUS -1,357,000