WESTERN ILLINOIS UNIVERSITY FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN ILLINOIS UNIVERSITY FOUNDATION (EIN 37-6046814)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-12-23
- IRS object ID
- 201533579349300723
- Schema version
- 2014v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-12-23T14:21:02-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371335003 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eck Schafer & Punke LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 South Seventh Street | AddressLine1Txt |
| City | Springfield | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 376046814 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Western Illinois University Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 3092981861 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 University Circle No 303 | AddressLine1Txt |
| City | Macomb | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 614551390 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bradley L Bainter | PersonNm |
| Person Title | Executive Officer | PersonTitleTxt |
| Phone | 3092981861 | PhoneNum |
| Signature | 2015-12-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brent Leach | PreparerPersonNm |
| PTIN | P00331592 | PTIN |
| Phone | 2175251111 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Bradley L Bainter | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 University Circle No 303 | AddressLine1Txt |
| City | Macomb | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 614551390 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,841,056 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.wiu.edu/foundation | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1946 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | The mission of the WIU Foundation is to maximize private support for Western Illinois University to assist in advancing its core values of academic excellence, educational opportunity, personal growth, and social responsibility. Private support enables Western Illinois University to enhance educational opportunities for its students and advance its mission of instruction, research, and public service.Private assistance is sought and administered with the primary objective of serving purposes other than those for which the State of Illinois makes sufficient appropriations.These contributions, when added to State resources, add an extra dimension by supporting programs that might not otherwise be possible. Such generosity enables Western Illinois University to enhance educational opportunities for its students and advance its mission of instruction, research, and public service. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 450 | TotalVolunteersCnt |
| Total Gross UBI | $51,199 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $65,539 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,431,874 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,130,580 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,558,516 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,402,671 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,044,652 | PYOtherRevenueAmt |
| CY Other Revenue | $1,037,526 | CYOtherRevenueAmt |
| PY Total Revenue | $13,035,042 | PYTotalRevenueAmt |
| CY Total Revenue | $10,570,777 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,136,467 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,488,379 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $162,672 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,303,223 | PYOtherExpensesAmt |
| CY Other Expenses | $4,521,101 | CYOtherExpensesAmt |
| PY Total Expenses | $7,439,690 | PYTotalExpensesAmt |
| CY Total Expenses | $8,009,480 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,595,352 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,561,297 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $59,973,076 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,645,946 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,061,485 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,172,088 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $58,911,591 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $60,473,858 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Our mission is to maximize private support for Western Illinois University to assist in advancing its core values of academic excellence, educational opportunity, personal growth, and social responsibility. Private support enables Western Illinois University to enhance educational opportunities for its students and advance its mission of instruction, research, and public service.Private assistance is sought and administered with the primary objective of serving purposes other than those for which the State of Illinois makes sufficient appropriations.These contributions, when added to State resources, add an extra dimension by supporting programs that might not otherwise be possible. Such generosity enables Western Illinois University to enhance educational opportunities for its students and advance its mission of instruction, research, and public service. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,488,379 | ExpenseAmt |
| Grant | $3,488,379 | GrantAmt |
| Desc | Approximately, 2364 scholarships and 67 faculty & staff awards were distributed during the year. Grant totals: Scholarships: $2,818,618; Faculty awards and grants $85,390; Education: $584,371 TOTAL: $3,488,379. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,159,693 | ExpenseAmt |
| Desc | University: Provided financial support to departments, instructions, research, special projects, and other designated areas to enhance a variety of university programs. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,648,072 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 90 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| 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 | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIU Foundation Office | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3092981861 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 University Circle Sherman Hall | AddressLine1Txt |
| City | Macomb | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 614551390 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| James S Lodico | ||||||
| President | 0.60 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| John D McMillan | ||||||
| Vice-President/Treasurer | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Marlin L France | ||||||
| Secretary | 0.40 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Quinton D Baily | ||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Larry T Balsamo | ||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Robert K Baumann | ||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Alfred D Boyer | ||||||
| Emeriti Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Philip E Bradshaw | ||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Patrick J Burke | ||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Donald H Dexter | ||||||
| Honorary Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Donald W Dieke | ||||||
| Emeriti Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Lorraine Epperson | ||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Nicholas H Estes | ||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Charles C Gilbert | ||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| John E Hallwas | ||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| William W Hamman | ||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Burnell A Heinecke | ||||||
| Emeriti Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Karen B Henderson | ||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Lawrence J Horvath | ||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Laura J Janus | ||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Steven J McCann | ||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| David L Miller | ||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Richard P Miller | ||||||
| Emeriti Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Steven L Nelson | ||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| F Eugene Strode | ||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Jacqueline K Thompson | ||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Todd V Lester | ||||||
| Past President | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Ron G Peterson | ||||||
| Emeriti Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Rhonda Haffner | ||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Bradley L Bainter | ||||||
| Executive Director | 37.50 | Yes (X) | $0 | $141,227 | $21,787 | |
| Holly Fecht | ||||||
| non-voting, ex-officio Dir | 37.50 | Yes (X) | $0 | $54,506 | $22,420 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $195,733 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $44,207 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hammond Associates Institutional Fund C | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 Market Street Suite 1100 | AddressLine1Txt |
| City | St Louis | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Consulting and Hedge Fund Fee | ServicesDesc |
| Compensation | $257,194 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $90,603 | FundraisingAmt |
| Government Grants | $196,050 | GovernmentGrantsAmt |
| All Other Contributions | $7,843,927 | AllOtherContributionsAmt |
| Noncash Contributions | $531,036 | NoncashContributionsAmt |
| Total Contributions | $8,130,580 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,480,544 | TotalRevenueColumnAmt |
| Exclusion | $1,480,544 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $168,260 | TotalRevenueColumnAmt |
| Exclusion | $168,260 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $77,873 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$77,873 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$77,873 | TotalRevenueColumnAmt |
| Exclusion | -$77,873 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $259,561 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $90,603 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $192,406 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,155 | TotalRevenueColumnAmt |
| Exclusion | $67,155 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Other income | 900099 | $753,543 | $750,912 | $2,631 |
| Farm income | 111000 | $48,568 | $48,568 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $802,111 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,570,777 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $750,912 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $51,199 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,638,086 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669,761 | TotalAmt |
| Program Services | $669,761 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,818,618 | TotalAmt |
| Program Services | $2,818,618 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $696 | TotalAmt |
| Program Services | $450 | ProgramServicesAmt |
| Management And General | $246 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,533 | TotalAmt |
| Program Services | $6,650 | ProgramServicesAmt |
| Management And General | $41,883 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $729,065 | TotalAmt |
| Program Services | $626,758 | ProgramServicesAmt |
| Management And General | $102,307 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,039 | TotalAmt |
| Program Services | $80,258 | ProgramServicesAmt |
| Management And General | $40 | ManagementAndGeneralAmt |
| Fundraising | $741 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,181 | TotalAmt |
| Program Services | $368,367 | ProgramServicesAmt |
| Management And General | $842 | ManagementAndGeneralAmt |
| Fundraising | $17,972 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,252 | TotalAmt |
| Program Services | $46,252 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,445 | TotalAmt |
| Program Services | $295,679 | ProgramServicesAmt |
| Management And General | $609 | ManagementAndGeneralAmt |
| Fundraising | $6,157 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,475 | TotalAmt |
| Program Services | $37,465 | ProgramServicesAmt |
| Management And General | $10 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,576 | TotalAmt |
| Program Services | $10,624 | ProgramServicesAmt |
| Management And General | $15,952 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Taxes | $60,832 | $59,105 | $1,727 | |
| Other contractual servi | $1,708,135 | $1,557,509 | $30,184 | $120,442 |
| Equipment purchases/rem | $592,351 | $592,351 | ||
| Catering & food supplie | $249,104 | $234,436 | $3,920 | $10,748 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,417 | TotalAmt |
| Program Services | $243,789 | ProgramServicesAmt |
| Management And General | $1,016 | ManagementAndGeneralAmt |
| Fundraising | $6,612 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,009,480 | TotalAmt |
| Program Services | $7,648,072 | ProgramServicesAmt |
| Management And General | $198,736 | ManagementAndGeneralAmt |
| Fundraising | $162,672 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,541,526 | BOYAmt |
| EOY | $3,331,851 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,618,902 | BOYAmt |
| EOY | $1,382,319 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,912 | BOYAmt |
| EOY | $82,309 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,839 | BOYAmt |
| EOY | $6,162 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,037 | BOYAmt |
| EOY | $70,269 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,105,104 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,105,104 | BOYAmt |
| EOY | $1,105,104 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,661,699 | BOYAmt |
| EOY | $50,133,849 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,873,057 | BOYAmt |
| EOY | $5,534,083 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,973,076 | BOYAmt |
| EOY | $61,645,946 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,457 | BOYAmt |
| EOY | $167,268 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,102 | BOYAmt |
| EOY | $324,767 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,926 | BOYAmt |
| EOY | $680,053 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,061,485 | BOYAmt |
| EOY | $1,172,088 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,787,106 | BOYAmt |
| EOY | $19,889,283 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,387,075 | BOYAmt |
| EOY | $13,323,966 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,737,410 | BOYAmt |
| EOY | $27,260,609 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,911,591 | BOYAmt |
| EOY | $60,473,858 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,973,076 | BOYAmt |
| EOY | $61,645,946 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,561,297 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$719,304 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$279,726 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,973,507 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,581,823 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,851,066 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,731,874 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,440,409 | CurrentTaxYearAmt |
| Total | $31,578,679 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $561,056 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,476,523 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $418,270 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $165,545 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $294,502 | CurrentTaxYearAmt |
| Total | $4,915,896 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,534,563 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,058,346 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,269,336 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,897,419 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,734,911 | CurrentTaxYearAmt |
| Total | $36,494,575 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $36,494,575 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,450,753 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,514,361 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,549,079 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,707,780 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,648,804 | CurrentTaxYearAmt |
| Total | $7,870,777 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $115,216 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $203,834 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $196,202 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $149,733 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,199 | CurrentTaxYearAmt |
| Total | $716,184 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $680,694 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $467,025 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $333,325 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $624,776 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $750,912 | CurrentTaxYearAmt |
| Total | $2,856,732 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $47,938,268 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,803,736 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76130 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78120 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,220,221 | BeginningYearBalanceAmt |
| Contributions | $1,451,268 | ContributionsAmt |
| Investment Earnings Or Losses | $512,119 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,094,342 | OtherExpendituresAmt |
| Administrative Expenses | $40,662 | AdministrativeExpensesAmt |
| End Year Balance | $43,048,604 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,134,249 | BeginningYearBalanceAmt |
| Contributions | $1,490,601 | ContributionsAmt |
| Investment Earnings Or Losses | $10,945,311 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,310,039 | OtherExpendituresAmt |
| Administrative Expenses | $39,901 | AdministrativeExpensesAmt |
| End Year Balance | $43,220,221 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,422,725 | BeginningYearBalanceAmt |
| Contributions | $1,257,329 | ContributionsAmt |
| Investment Earnings Or Losses | $3,191,745 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $695,663 | OtherExpendituresAmt |
| Administrative Expenses | $41,887 | AdministrativeExpensesAmt |
| End Year Balance | $32,134,249 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,875,809 | BeginningYearBalanceAmt |
| Contributions | $1,792,500 | ContributionsAmt |
| Investment Earnings Or Losses | -$33,652 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,178,032 | OtherExpendituresAmt |
| Administrative Expenses | $33,900 | AdministrativeExpensesAmt |
| End Year Balance | $28,422,725 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,047,720 | BeginningYearBalanceAmt |
| Contributions | $888,665 | ContributionsAmt |
| Investment Earnings Or Losses | $4,239,207 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $261,779 | OtherExpendituresAmt |
| Administrative Expenses | $38,004 | AdministrativeExpensesAmt |
| End Year Balance | $27,875,809 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.29560 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.70440 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,105,104 | InvestmentCostOrOtherBasisAmt |
| Book Value | $1,105,104 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,105,104 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (17 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| U.S. Treasury Notes | $116,040 | F |
| U.S. Treasury Bonds | $78,652 | F |
| U.S. Agency Obligations | $86,507 | F |
| Corporate Debt Obligations | $3,214,734 | F |
| Corporate Equity Securities | $59,139 | F |
| International Equity Securities | $1,432,946 | F |
| Cash Equivalents held in Investment Pools | $1,692,662 | F |
| Absolute Return Funds | $8,416,071 | F |
| Open-ended Mutual Funds | $6,770,065 | F |
| Private Equity | $3,100,310 | F |
| Real Estate Exchange Traded Fund | $2,308,313 | F |
| Equity Mutual Funds | $8,232,352 | F |
| Municipal Bonds | $564,582 | F |
| Real Assets Tax-Exempt | $2,301,139 | F |
| Mutual Funds, International Equity | $8,340,933 | F |
| Mutual Funds, International Debt | $1,916,752 | F |
| Certificates of Deposit | $1,502,652 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $50,133,849 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Other receivables | $123,160 |
| Charitable remainder trusts | $4,895,478 |
| Cash Surrender value of life insurance policies | $515,445 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,534,083 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Annuities payable | $315,164 |
| Due to WIU | $174,954 |
| Charitable remainder trust distributions payable | $189,935 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $680,053 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $9,175,197 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$719,304 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$87,320 | OtherRevenueAmt |
| Revenue Not Reported | -$806,624 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,981,821 | RevenueSubtotalAmt |
| Other Revenues Not Included | $588,956 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $588,956 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,570,777 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,612,930 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $192,406 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $192,406 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,420,524 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $588,956 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $588,956 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,009,480 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | A variety of items are donated to the Foundation for display or additions to existing collections - these collections become property of the University. Such items are available to students (and sometimes the public) for viewing for study and education about the materials donated. Such items provide students with education materials from eras in which they do not have direct experience. |
| Part XI, Line 2d - Other Adjustments: | Change in surrender value of life insurance -188,086. Special event expenses 192,406. Change in value of charitable remainder trusts -91,640. |
| Part XI, Line 4b - Other Adjustments: | Investment Expense netted with Investment Income per Financial Statements 588,956. |
| Part XII, Line 2d - Other Adjustments: | Special event expenses 192,406. |
| Part XII, Line 4b - Other Adjustments: | Non-Operating Investment Expenses 588,956. |
| Schedule D, Part V, Line 4 | Both quasi and true endowments funds are used to provide scholarship support, supplies support, travel abroad support, and various other forms of educational support for students and teachers at Western Illinois University. The majority of endowments provide scholarship support to students. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LNC Gala | Event1Nm |
| Gross Receipts Event1 | $100,337 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $15,908 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $84,429 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $14,658 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $41,690 | OtherDirectExpensesEvent1Amt |
| Event2 | Imagination Station | Event2Nm |
| Gross Receipts Event2 | $62,957 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $40,750 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $22,207 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $5,475 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $386 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $29,788 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $186,870 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $33,945 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $152,925 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $986 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $11,619 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $87,804 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $350,164 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $90,603 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $259,561 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,461 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $26,663 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $159,282 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $192,406 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $67,155 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Western Illinois University | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 University Circle | AddressLine1Txt |
| City | Macomb | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61455 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 370910458 | RecipientEIN |
| Cash Grant | $669,761 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Purpose Of Grant | WIU faculty awards and grants, education | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | WIU Student Scholarships | GrantTypeTxt |
| Recipient | 2364 | RecipientCnt |
| Cash Grant | $2,818,618 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Grants to individuals are in the form of scholarships. The Foundation generally applies those directly to student accounts to be applied to appropriate expenses. Grants made to Western Illinois University are monitored by Western Illinois University's internal audit department for compliance with state regulations. In addition, all expenditures require proper approval. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bradley L Bainter | PersonNm |
| Title | Executive Director | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $141,227 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $12,484 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $9,303 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $163,014 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | Chartered travel for the year included a charter bus rental. Discretionary spending accounts: approval must be given for all expenditures. The internal audit department of Western Illinois University monitors expenditures. All expenditures must be accompanied by appropriate documentation, such as receipts. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Todd Lester | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Past President of the WIU Foundation Board and President of bank | RelationshipDescriptionTxt |
| Transaction | $36,430 | TransactionAmt |
| Transaction | Todd Lester is President of Citizens Division of Morton Community Bank which WIU Foundation purchased services during the year. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 37 | ContributionCnt |
| Noncash Contributions Rpt F990 | $44,700 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $21,092 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $20,014 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 29 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,195 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 81 | ContributionCnt |
| Noncash Contributions Rpt F990 | $23,107 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Equipment | 22 | $43,139 | Fair market value |
| Yes (X) | Gift Certificate | 138 | $41,024 | Fair market value |
| Yes (X) | Trees & Shrubs | 7 | $19,966 | Fair market value |
| Yes (X) | Livestock & Semen | 12 | $5,725 | Fair market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Amy Spelman (Non-Voting Ex-Officio Director) is the wife of Bradley Bainter (Non-Voting Ex-Officio Director). John McMillan (Board Director-VP and Treasurer) and Doug March (Non-Voting Ex-Officio Director) are each lawyers and partial owners in the law firm of March, McMillan, DeJoode, and DuVall. In addition to non-voting Ex-Officio member, Bradley L. Bainter (Executive Director) serves as the Executive Officer of the Foundation. |
| Form 990, Part VI, Section B, line 11 | Foundation accountants provide documentation to the tax preparer to prepare the 990 form, including answers to "yes/no" questions. The tax preparer uses all information to prepare the 990. After the 990 is prepared, the accountants in the foundation review the return for any discrepancies. Once all discrepancies have been addressed with the tax preparer, the return is taken to the board (at minimum the executive committee) for review and comment. If no problems are noted, the return is ready for signing and processing. |
| Form 990, Part VI, Section B, line 12c | The board of directors discloses conflicts of interest annually. |
| Form 990, Part VI, Section B, line 15 | Employees of the Western Illinois University Foundation are paid by Western Illinois University (a related organization and governmental entity). Western Illinois University establishes all hiring procedures and pay policies for employees of the Western Illinois University Foundation. When employees are recruited, an Administrative Compensation Survey conducted by the College and University Processional Association from Human Resources (CUPA-HR) is used to get a salary range. However, the actual offer is based on an individual's qualifications. A search committee comprised of employees from various areas with various backgrounds is used during employee searches. |
| Form 990, Part VI, Section C, line 19 | 990 tax returns for the past three years are available at www.guidestar.com. Membership to Guide Star is free, and anyone wishes to see our tax forms are encouraged to visit this Website. Forms are also available by request to individuals who contact the Foundation office directly. The Foundation's audit report is also available on our Website through a link that will take you to our report, which is loaded on the Illinois Auditor General's Website. |
| Form 990, Part VII | James S. Lodico - 415 Ridge Drive, Geneseo, IL 61254. John D. McMillan - 402 E. Jackson St, Macomb, IL 61455. Marlin L. France - 821 South Pearl, Macomb, IL 61455. Quinton D. Baily - 309 E. Co. Hwy. 3, Table Grove, IL 61482. Larry T. Balsamo - 731 N Glen Oak Dr, Macomb, IL 61455. Robert K. Baumann - 2540 N 1800 Rd, Blandinsville, IL 62420. Philip E. Bradshaw - 29497 410th Street, Griggsville, IL 62340. Patrick J. Burke - 201 W. Carroll, Macomb, IL 61455. Lorraine Epperson - 119 North Randolph, Macomb, IL 61455. Nicholas H. Estes - P.O. Box 503, Macomb, IL 61455. Charles C. Gilbert - PO Box 447, Nauvoo, IL 62354. John E. Hallwas - 404 S. Edwards, Macomb, IL 61455. Karen B. Henderson - 9520 N. 990th Road, Macomb, IL 61455. Laura J. Janus - 2 South Ridge Avenue, Arlington Heights, IL 60005-1708. Steven J. McCann - McGladrey, LLP, 201 N. Harrison, Ste. 300, Davenport, IA 52801-1999. David L. Miller - 505 East Grant, Suite 103, Macomb, IL 61455. Steven L. Nelson - 506 15th St, Ste 600, Moline, IL 61266-0719. F. Eugene Strode - R.R. 1 Box 66A, Frederick, IL 62639. Jacqueline K. Thompson - 830 Beverly Ave, Macomb, IL 61455. Todd V. Lester - 127 S Side Square, Macomb, IL 61455. Rhonda Haffner - 1045 E Tyler St, Morton, IL 61550. |
| Form 990, Part XI, line 9: | Change in surrender value of life insurance -188,086. Change in value of charitable remainder trust -91,640. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Western Illinois University | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 University Circle | AddressLine1Txt |
| City | Macomb | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61455 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 370910458 | EIN |
| Primary Activities | Education | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 115a | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | 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 | Yes (1) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| Western Illinois University | |
| N | $296,463 |
| Western Illinois University | |
| B | $3,992,273 |
| Western Illinois University | |
| O | $1,380,582 |
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