2015-01-14T09:43:42-06:00 2014-05-31 470526649 DANA F COLE & COMPANY LLP 1248 O STREET SUITE 500 LINCOLN NE 68508 990 2013-06-01 470376524 NEBRASKA WESLEYAN UNIVERSITY NEBR 4024652111 5000 SAINT PAUL AVENUE LINCOLN NE 685042794 FREDERIK OHLES PRESIDENT 4024652111 2015-01-12 1 KENT M KLUTE P00249558 4024799300 2013 2016-03-07 17:11:31Z FREDERIK OHLES 5000 SAINT PAUL AVENUE LINCOLN NE 685042794 46883917 0 X WWW.NEBRWESLEYAN.EDU X 1887 NE NEBRASKA WESLEYAN UNIVERSITY IS AN ACADEMIC COMMUNITY DEDICATED TO INTELLECTUAL AND PERSONAL GROWTH WITHIN THE CONTEXT OF A LIBERAL ARTS EDUCATION AND IN AN ENVIRONMENT OF CHRISTIAN CONCERN. 36 33 1399 100 9000 0 5011726 8679708 30799070 32178431 2503199 2296995 120074 353986 38434069 43509120 0 0 0 0 23081961 22960228 0 0 1974790 13347803 13781541 36429764 36741769 2004305 6767351 105647505 115283992 27427091 27119879 78220414 88164113 NEBRASKA WESLEYAN UNIVERSITY IS AN ACADEMIC COMMUNITY DEDICATED TO INTELLECTUAL AND PERSONAL GROWTH WITHIN THE CONTEXT OF A LIBERAL ARTS EDUCATION AND IN AN ENVIRONMENT OF CHRISTIAN CONCERN. 0 0 30963180 32324098 ACCREDITED LIBERAL ARTS UNIVERSITY AND AUXILIARY OPERATIONS (HOUSING AND FOOD SERVICE). FULL TIME ENROLLMENT WAS 1,484 AND 1,432 FOR THE FALL AND SPRING SEMESTERS, RESPECTIVELY. THE UNIVERSITY ALSO PROVIDES CONTINUING EDUCATION AND GRADUATE PROGRAMS. 30963180 1 1 0 1 0 0 0 0 1 1 1 1 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 4598 0 1 1399 1 1 1 0 0 0 0 0 0 0 0 0 X 36 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X CLARK CHANDLER 4024652111 5000 ST PAUL AVE LINCOLN NE 68504 KELSEY ARENDS STUDENT GOVERNOR 12.00 X 1315 0 0 JEFFREY BUTTERFIELD GOVERNOR 5.00 X 0 0 0 D TODD DUNCAN GOVERNOR 5.00 X 0 0 0 HON JOHN M GERRARD GOVERNOR 5.00 X 0 0 0 E SUSAN GOURLEY GOVERNOR 5.00 X 0 0 0 DAVID HANSEN GOVERNOR 5.00 X 0 0 0 BEN HORMEL HARRIS GOVERNOR 5.00 X 0 0 0 MATTHEW HARRIS VICE CHAIR 5.00 X X 0 0 0 TODD H HOLDER GOVERNOR 5.00 X 0 0 0 HARRY HUGE GOVERNOR 5.00 X 0 0 0 THOMAS JACKMAN FACULTY GOVERNOR 40.00 X 67833 0 39547 MARY SANDERS JONES GOVERNOR 5.00 X 0 0 0 BISHOP SCOTT JONES GOVERNOR 5.00 X 0 0 0 REV CINDY BEASLEY KARGES GOVERNOR 5.00 X 0 0 0 SUSIE KEISLER-MUNRO GOVERNOR 5.00 X 0 0 0 RICHARD LEGGE GOVERNOR 5.00 X 0 0 0 RITA LESTER FACULTY GOVERNOR 40.00 X 53809 0 19246 REV DR DAVID MALDONADO JR GOVERNOR 5.00 X 0 0 0 JUDITH R MAURER CHAIR 5.00 X X 0 0 0 TYRE J MCDOWELL JR GOVERNOR 5.00 X 0 0 0 ANN MILLER WATKINS GOVERNOR 5.00 X 0 0 0 LAWRENCE MOHR JR GOVERNOR 5.00 X 0 0 0 KIM MOORE GOVERNOR 5.00 X 0 0 0 FREDERIK OHLES PRESIDENT 40.00 X X 252915 0 74595 BERNARD A OLSEN GOVERNOR 5.00 X 0 0 0 RICHARD PETERSON GOVERNOR 5.00 X 0 0 0 LARRY RUTH SECRETARY 5.00 X X 0 0 0 JOHN SAMPSON GOVERNOR 5.00 X 0 0 0 KENT SEACREST GOVERNOR 5.00 X 0 0 0 LG SEARCEY GOVERNOR 5.00 X 0 0 0 EVAN SHEAFF STUDENT GOVERNOR 12.00 X 1821 0 0 SHERYL SNYDER TREASURER 5.00 X X 0 0 0 CORI VOKOUN GOVERNOR 5.00 X 0 0 0 GORDON HALL GOVERNOR EMERITI 5.00 X 0 0 0 LINDY MULLIN GOVERNOR EMERITI 5.00 X 0 0 0 F THOMAS WARING GOVERNOR EMERITI 5.00 X 0 0 0 CLARK CHANDLER VICE PRESIDENT 40.00 X 155382 0 49138 JUDITH MUYSKENS PROVOST 40.00 X 149459 0 41046 JOHN GREVING VICE PRESIDENT 40.00 X 152348 0 50765 KIMBERLY JOHNSON VICE PRESIDENT 40.00 X 80737 0 3459 ELIZABETH MACLEOD WALLS DEAN 40.00 X 106869 0 37734 PATRICIA PETTIT PROFESSOR 40.00 X 104578 0 24955 1127066 0 340485 6 0 1 0 SODEXO INC & AFFILIATES 4880 PAYSPHERE CIRCLE CHICAGO IL 60674 CAMPUS FOOD SVC 1301711 BOZELL & JACOBS LLC 13801 FNB PARKWAY OMAHA NE 68154 MARKETING 287611 ELLUCIAN 4375 FAIR LAKES CT FAIRFAX VA 22033 SOFTWARE 190388 EBSCO INFORMATION SERVICES 10 ESTES STREET IPSWICH MA 01938 HOSTED SOFTWARE 135553 BLACKBOARD INC 650 MASSACHUSETTS AVENUE NW WASHINGTON DC 20001 HOSTED SOFTWARE 134673 5 921884 7757824 2769154 8679708 TUITION AND FEES (NET) 611310 26104176 26104176 AUXILIARY ENTERPRISES 611710 5650876 5650876 MISC FEES AND CHARGES 611310 423379 423379 32178431 2067636 2067636 73696 73696 342345 270801 71544 71544 71544 3259659 3103996 155663 155663 155663 MISCELLANEOUS REVENUE 900099 145667 145667 INCR IN CSV OF LIFE INSURANCE 900099 127775 127775 ATHLETIC FACILITY RENTALS 713940 9000 9000 282442 43509120 32324098 9000 2496314 979011 143926 660136 174949 16509281 14455400 1091782 962099 908915 744910 95673 68332 3362448 2629884 533252 199312 1200573 1003095 119398 78080 62326 62326 25677 25677 105064 105064 96990 93625 1860 1505 884730 498442 207536 178752 964811 755194 98069 111548 875876 828545 19579 27752 237294 237294 787058 713087 28411 45560 579001 562210 16791 1806274 1731260 75014 699674 681275 10168 8231 UTILITIES 1137590 1086432 35054 16104 PROGRAMMING 1108112 968187 103120 36805 FOOD SERVICE 1103493 1103493 BUILDING & GROUNDS MAIN 518514 496180 14789 7545 2789057 2230741 500100 58216 36741769 30963180 3803799 1974790 1 6895591 8165108 1454201 2112148 1439393 1934256 1943195 2017673 979192 883917 78900359 47350740 32402843 31549619 45782818 53508825 5880337 6418099 8869934 8694347 105647505 115283992 3823643 4016858 745235 1018072 19085661 18314375 2367304 2432776 1405248 1337798 27427091 27119879 X 26306917 28268994 14201365 19855303 37712132 40039816 78220414 88164113 105647505 115283992 X 6767351 2880693 295654 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5224 5224 36736544 36741768 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 5494 4009 15930 5224 30657 250000 250000 250000 250000 1000000 1500000 0 1 X 50856462 1990868 4634705 1232007 375990 87745 55786293 45796480 1228545 7129435 1207099 2010492 80407 50856462 48086292 2104733 -2240857 979656 1100444 73588 45796480 41157449 1043616 7689422 957457 764375 82363 48086292 35983026 994076 6022773 921180 862338 58906 41157451 0.09000 0.66000 0.25000 1 0 601029 1850928 2451957 2406276 56658210 31392201 27672285 171480 145799 25681 17076667 15812740 1263927 135769 135769 31549619 HEDGE FUND 4963995 F CHARITABLE LIFE INSURANCE POLICIES 1454104 F 6418099 ASSETS HELD BY BOND TRUSTEE 1610056 BENEF INTEREST IN PERPETUAL TRUSTS 4406874 CHAR REMAINDR TRUSTS HELD BY OTHERS 2270610 CHAR REMAINDER TRUSTS 204209 DEBT ACQUISITION COSTS (UNAMORTIZED COST) 202398 OTHER ASSETS 200 8694347 CHARITABLE GIFT ANNUITIES 1247503 CHARITABLE REMAINDER TRUST OBLIGATIONS 90295 1337798 46606359 2880693 1558 295654 3177905 43428454 80666 80666 43509120 36662660 1558 1558 36661102 80666 80666 36741768 PART IV, LINE 2B: THE UNIVERSITY HOLDS AND MANAGES FUNDS FOR THE PERKINS LOAN PROGRAM ON BEHALF OF THE U S DEPARTMENT OF EDUCATION. IN ADDITION, THE UNIVERSITY MAINTAINS ACCOUNTS ON BEHALF OF STUDENT ORGANIZATIONS AND OTHER GROUPS AND INDIVIDUALS WITHIN THE UNIVERSITY COMMUNITY. ALL OF THESE FUNDS ARE CONSIDERED TO BE AGENCY FUNDS (FUNDS HELD FOR OTHERS) FOR FINANCIAL REPORTING PURPOSES BECAUSE THE UNIVERSITY DOES NOT EXERCISE CONTROL OVER HOW THE FUNDS ARE USED. PART V, LINE 4: THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 60 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF GOVERNORS TO FUNCTION AS ENDOWMENT. THE UNIVERSITY'S POLICY IS TO APPROPRIATE A SPENDING DISTRIBUTION EACH YEAR IN ACCORDANCE WITH A WRITTEN INVESTMENT POLICY FOR MANAGEMENT OF THE ENDOWMENT. THE ANNUAL APPROPRIATION IS ALLOCATED TO VARIOUS PURPOSES DEPENDING ON THE RESTRICTIONS OR DESIGNATIONS OF THE FUNDS MAKING UP THE ENDOWMENT. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 319,305. NET CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS -23,651. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 6 UNIVERSITY PARTICIPATES IN FEDERAL AND STATE STUDENT FINANCIAL AID PROGRAMS AND RECEIVED OTHER FEDERALLY FUNDED GRANTS AS A SUBRECIPIENT FROM VARIOUS STATE PASSTHROUGH AGENCIES. X X X X X 0 1 X X X X 0 1 0 0 0 0 0 0 0 FREDERIK OHLES PRESIDENT 238358 0 0 0 14557 0 32817 0 41778 0 327510 0 0 0 CLARK CHANDLER VICE PRESIDENT 149382 0 0 0 6000 0 9898 0 39240 0 204520 0 0 0 JUDITH MUYSKENS PROVOST 149309 0 0 0 150 0 9563 0 31483 0 190505 0 0 0 JOHN GREVING VICE PRESIDENT 152348 0 0 0 0 0 10022 0 40743 0 203113 0 0 0 PART I, LINE 1B THE UNIVERSITY DOES NOT HAVE WRITTEN POLICIES REGARDING THE PAYMENT OR REIMBURSEMENT OR PROVISION OF ALL OF THE EXPENSES REPORTED IN LINE 1A. RATHER, THE DESCRIPTION OF BENEFITS PROVIDED AND PROCEDURES REGARDING THE EXPENSES ARE INCLUDED IN THE EMPLOYEE'S CONTRACT. PART I, LINE 4B FREDERIK OHLES, 17,700 PART I, LINE 4B: THE UNIVERSITY OFFERS A SECTION 457(B) NONQUALIFIED DEFERRED COMPENSATION PLAN TO CERTAIN MANAGEMENT LEVEL EMPLOYEES. AMOUNTS REPORTED AS NONQUALIFIED DEFERRED COMPENSATION INCLUDE EMPLOYEE ELECTIVE DEFERRALS AND GAINS AND LOSSES CREDIT TO THE 457(B) ANNUITY ACCOUNTS FOR THE CALENDAR YEAR. A THE CITY OF LINCOLN NEBRASKA 476006256 534271AR2 2012-01-26 19740708 CONSTRUCT, EQUIP, AND IMPROVE FACILITIES & REFUND PRIOR BOND ISSUE 8/1/2002 0 0 0 A 1435000 19757817 1411781 260241 2750159 15335637 2012 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 1 0 0 0 0 0 1 A 1 PART II, LINE 3 THE TOTAL PROCEEDS DO NOT AGREE TO THE ISSUE PRICE IN PART I, COLUMN (E) DUE TO INVESTMENT EARNINGS. X 20 2711863 AVERAGE HI LOW MKT PRICE X ANNUITY OBLIG 3 57291 ACTUARIAL PRESENT VA 0 1 1 PART I, LINE 32B: REAL ESTATE AGENTS ARE USED TO SELL GIFTS OF REAL ESTATE. GIFTS OF PUBLICLY TRADED STOCK ARE TRANSFERRED TO A UNIVERSITY BROKERAGE ACCOUNT AND GENERALLY SOLD SHORTLY AFTER THE DONATION. FORM 990, PART VI, SECTION B, LINE 11 THE COMPLETED FORM 990 IS REVIEWED BY THE APPROPRIATE UNIVERSITY ADMINISTRATORS. IN ADDITION, A COPY IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF GOVERNORS TO REVIEW AND COMMENT TO THE EXECUTIVE COMMITTEE. A DETAILED REVIEW IS CONDUCTED BY THE EXECUTIVE COMMITTEE WHEN THE REVIEW IS COMPLETE. AN APPROPRIATE UNIVERSITY ADMINISTRATOR SIGNS FORM 990. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF GOVERNORS ARE GIVEN AN ANNUAL CONFLICT OF INTEREST STATEMENT TO COMPLETE AND SIGN. THE UNIVERSITY'S CONFLICT OF INTEREST POLICY IS PRINTED ON THE BACK OF THE FORM. THE PRESIDENT'S OFFICE COLLECTS THE FORMS AND RETAINS THEM ON FILE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS USES INDEPENDENT SURVEY INFORMATION COMPARING COMPENSATION AMONG LIKE INSTITUTIONS TO SET THE COMPENSATION OF THE PRESIDENT AND DOCUMENTS THE DELIBERATIONS AND CONCLUSIONS OF THIS PROCESS. ALL COMPENSATION IS DOCUMENTED IN A CONTRACTUAL ARRANGEMENT. THE PRESIDENT USES INDEPENDENT SURVEY INFORMATION COMPARING COMPENSATION AMONG LIKE INSTITUTIONS TO SET THE COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES AND DOCUMENTS THE DELIBERATIONS AND CONCLUSIONS OF THIS PROCESS. THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS APPROVES THE COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES AND DOCUMENTS THE CONCLUSIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 319,305. NET CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS -23,651. PART XII, LINE 2 THE AUDIT COMMITTEE SELECTS THE AUDITOR AND OVERSEES THE AUDIT PROCESS. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. CHARITABLE REMAINDER TRUSTS (11) 5000 SAINT PAUL AVE LINCOLN NE 68504 CHARITABLE NE T 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0