WHEATON COLLEGE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WHEATON COLLEGE (EIN 04-2103638)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201421349349303787
- Schema version
- 2012v2.0
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-14T09:19:33-07:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103638 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHEATON COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WHEA | NameControl |
| Phone | 5082868219 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 East Main Street | AddressLine1 |
| City | Norton | City |
| State | MA | State |
| ZIP Code | 02766 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Brian Douglas | Name |
| Title | VP for Finance & Administration | Title |
| Phone | 5082868208 | Phone |
| Date Signed | 2014-05-14 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Ronald A Crutcher | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 East Main St | AddressLine1 |
| City | Norton | City |
| State | MA | State |
| ZIP Code | 02766 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 128472059 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.wheatoncollege.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1834 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | Wheaton College provides a transformative liberal arts education for intellectually curious students in a collaborative, academically vibrant residential community that values a diverse world. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 34 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 32 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1802 | TotalNbrEmployees |
| Total Nbr Volunteers | 1125 | TotalNbrVolunteers |
| Total Gross UBI | 298157 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 12875896 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11836625 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 83105908 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 86910826 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4767912 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10628657 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2362692 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2757802 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 103112408 | TotalRevenuePriorYear |
| Total Revenue Current Year | 112133910 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 28726696 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 31800917 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 45329190 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 43384357 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4405691 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 33014408 | OtherExpensePriorYear |
| Other Expenses Current Year | 35005857 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 107070294 | TotalExpensesPriorYear |
| Total Expenses Current Year | 110191131 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3957886 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1942779 | RevenuesLessExpensesCY |
| Total Assets BOY | 318987119 | TotalAssetsBOY |
| Total Assets EOY | 331044935 | TotalAssetsEOY |
| Total Liabilities BOY | 58079338 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 54537324 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 260907781 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 276507611 | NetAssetsOrFundBalancesEOY |
| Mission Description | Wheaton College provides a transformative liberal arts education for intellectually curious students in a collaborative, academically vibrant residential community that values a diverse world. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 101089645 | Expense |
| Grants | 31800917 | Grants |
| Revenue | 88671510 | Revenue |
| Description | Wheaton College (the "college") is a private, coeducational, liberal arts college located in Norton, Massachusetts and is accredited by the New England Association of Schools and Colleges. Founded as a Female Seminary in 1834 and chartered as a four-year college in 1912, the college became coeducational in 1988. The college provides academic, residential and other services to a diverse student population of approximately 1,600 drawn from schools predominately in the Northeast region of the United States, as well as from many other U.S. states and territories and approximately 40 foreign countries. The curriculum features more than 600 courses of study and 45 majors in the humanities, the social sciences, and the natural sciences. The college offers the Bachelor of Arts degree at the undergraduate level, and the Masters of Arts degree under special circumstances. | Description |
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 101089645 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 221 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1802 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 34 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 32 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Meghan Kass | NamePerson |
| Telephone Number | 5082863440 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 East Main Street | AddressLine1 |
| City | Norton | City |
| State | MA | State |
| ZIP Code | 02766 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (47 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Kenneth R Babby | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Monique Lee Bahadur | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Anson M Beard Jr | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Elaine M Brown | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Roger Brown | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Mary Bartlett Bryson | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Wayne A Budd | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Carol Magovern Canter | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Nancy Pearlstine Conger | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Caroline Campbell Edwards | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Debra Kent Glidden | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Paul E Gray | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Thomas J Hollister | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| James B Karman | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Janet L Kelly | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Kirk D Kolenbrander | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Janet Lindholm Lebovitz | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| S Catherine Longley | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Adrienne Bevis Mars | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Jane A Martin | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Diane C Nordin | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Keith J Peden | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Mary Zygala Schleyer | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Alison Grant Small | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Margaret Dunn Smith | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Kerin E Stackpole | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Matthew Strekel | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| John C Talanian | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Cathy Ann Trower | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Cheryl Vedoe | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| David L Wagner | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Cornelia Clifford Wareham | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| John Hazen White Jr | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Ronald A Crutcher | |||||||||
| President and ex officio Trustee | 40 | X | 361894 | 0 | 91960 | X | |||
| Gail Berson | |||||||||
| Vice President Enrollment & Marketing | 40 | 189999 | 0 | 30612 | X | ||||
| Mary Casey | |||||||||
| Vice President Advancement | 40 | 209531 | 0 | 44232 | X | ||||
| Brian Douglas | |||||||||
| Vice President for Finance & Administration | 40 | 186971 | 0 | 41092 | X | ||||
| Linda Eisenmann | |||||||||
| Provost | 40 | 207072 | 0 | 37628 | X | ||||
| Ellen Hallett | |||||||||
| Secretary of the Board | 40 | 91221 | 0 | 17782 | X | ||||
| Lee Williams | |||||||||
| Vice President Student Affairs & Dean of College | 40 | 162896 | 0 | 38568 | X | ||||
| Vipan Chandra | |||||||||
| Professor History | 40 | 244642 | 0 | 9644 | 0 | X | |||
| Susan Dearing | |||||||||
| Professor English | 40 | 174067 | 0 | 9214 | 0 | X | |||
| Jay S Goodman | |||||||||
| Professor Political Science | 40 | 168182 | 0 | 26220 | 0 | X | |||
| Marjorie Houston | |||||||||
| Assistant Vice President Advancement | 40 | 161458 | 0 | 25979 | 0 | X | |||
| David Wulff | |||||||||
| Professor Psychology | 40 | 261850 | 0 | 11145 | 0 | X | |||
| Steve Manos | |||||||||
| Interim Vice President Finance & Administration | 40 | 101622 | 0 | 0 | 0 | X | |||
| Meghan Kass | |||||||||
| Controller & Assistant Treasurer | 40 | 113090 | 0 | 33260 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2634495 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 417336 | TotalOtherCompensation |
| Number Individuals GT100 K | 54 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Aramark | |||||
| 1101 Market Street | Philadelphia | PA | 19107 | Dining Services | 5391488 |
| Bond Brothers Inc | |||||
| 145 Spring Street | Everett | MA | 02149 | Construction | 2882701 |
| Richard White and Sons Inc | |||||
| 70 Rowe Street | Auburndale | MA | 02466 | Construction | 674265 |
| Generation Inc | |||||
| 55 Washington Street No 802 | Brooklyn | NY | 11201 | Marketing | 345098 |
| LVW Advisors LLC | |||||
| 67 Monroe Avenue | Pittsford | NY | 14534 | Investment Advisors | 270447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 10 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 13400 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 549339 | GovernmentGrants |
| All Other Contributions | 11273886 | AllOtherContributions |
| Noncash Contributions | 1813221 | NoncashContributions |
| Total Contributions | 11836625 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition and fees | 611310 | 70327720 | 70327720 | 0 | $0 |
| Room and board | 611310 | 16447394 | 16447394 | 0 | $0 |
| Education department services | 611310 | 135712 | 135712 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 86910826 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2371748 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -1673 | UnrelatedBusinessRevenue |
| Exclusion | $2,373,421 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 489 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $489 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 227865 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 227865 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 227865 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $227,865 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 24531467 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16275047 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8256420 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8256420 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $8,256,420 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 16345 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 13400 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 63102 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -46757 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$46,757 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 0 | GrossSalesOfInventory |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Dining services | 721000 | 1140976 | 1140976 | 0 | $0 |
| Telecommunications | 517000 | 204816 | 0 | 0 | $204,816 |
| Conference & events | 451211 | 583412 | 0 | 299830 | $283,582 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 647490 | TotalRevenueColumn |
| Related Or Exempt Function Income | 619708 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $27,782 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2576694 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 112133910 | TotalRevenueColumn |
| Related Or Exempt Function Income | 88671510 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 298157 | UnrelatedBusinessRevenue |
| Exclusion | $11,327,618 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30153173 | Total |
| Program Services | 30153173 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1647744 | Total |
| Program Services | 1647744 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1723617 | Total |
| Program Services | 641456 | ProgramServices |
| Management And General | 615368 | ManagementAndGeneral |
| Fundraising | 466793 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 261693 | Total |
| Program Services | 195180 | ProgramServices |
| Management And General | 66513 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31485112 | Total |
| Program Services | 27985245 | ProgramServices |
| Management And General | 1422554 | ManagementAndGeneral |
| Fundraising | 2077313 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2464386 | Total |
| Program Services | 2186472 | ProgramServices |
| Management And General | 112848 | ManagementAndGeneral |
| Fundraising | 165066 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5188641 | Total |
| Program Services | 4539411 | ProgramServices |
| Management And General | 282542 | ManagementAndGeneral |
| Fundraising | 366688 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2260908 | Total |
| Program Services | 1954407 | ProgramServices |
| Management And General | 137395 | ManagementAndGeneral |
| Fundraising | 169106 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91704 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 91704 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176181 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 176181 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3793195 | Total |
| Program Services | 3641467 | ProgramServices |
| Management And General | 151728 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6366594 | Total |
| Program Services | 5932846 | ProgramServices |
| Management And General | 110068 | ManagementAndGeneral |
| Fundraising | 323680 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 247503 | Total |
| Program Services | 229940 | ProgramServices |
| Management And General | 17563 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1068935 | Total |
| Program Services | 902836 | ProgramServices |
| Management And General | 15019 | ManagementAndGeneral |
| Fundraising | 151080 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 890401 | Total |
| Program Services | 886813 | ProgramServices |
| Management And General | 1997 | ManagementAndGeneral |
| Fundraising | 1591 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3134536 | Total |
| Program Services | 3044538 | ProgramServices |
| Management And General | 89998 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1917566 | Total |
| Program Services | 1675613 | ProgramServices |
| Management And General | 72198 | ManagementAndGeneral |
| Fundraising | 169755 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93480 | Total |
| Program Services | 74566 | ProgramServices |
| Management And General | 9534 | ManagementAndGeneral |
| Fundraising | 9380 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1879713 | Total |
| Program Services | 1879713 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7321456 | Total |
| Program Services | 6962497 | ProgramServices |
| Management And General | 217466 | ManagementAndGeneral |
| Fundraising | 141493 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 293771 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 293771 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Program Support | 2205085 | 2191959 | 3131 | 9995 |
| Equipment & maintenance | 1941130 | 1844144 | 0 | 96986 |
| Events, entertainment & food | 1387521 | 639062 | 526763 | 221696 |
| Library acquisitions & subscriptions | 1101264 | 951167 | 141566 | 8531 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1095822 | Total |
| Program Services | 929396 | ProgramServices |
| Management And General | 139888 | ManagementAndGeneral |
| Fundraising | 26538 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110191131 | Total |
| Program Services | 101089645 | ProgramServices |
| Management And General | 4695795 | ManagementAndGeneral |
| Fundraising | 4405691 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1439966 | BOY |
| EOY | 2036770 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12150827 | BOY |
| EOY | 11269715 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10176262 | BOY |
| EOY | 7251191 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 914266 | BOY |
| EOY | 1155179 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3064531 | BOY |
| EOY | 3023193 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2208041 | BOY |
| EOY | 2149829 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 184468166 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 73459265 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114208387 | BOY |
| EOY | 111008901 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61278756 | BOY |
| EOY | 85401414 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108786064 | BOY |
| EOY | 101368500 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4760019 | BOY |
| EOY | 6380243 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 318987119 | BOY |
| EOY | 331044935 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6933578 | BOY |
| EOY | 6879892 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42997140 | BOY |
| EOY | 39541304 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8148620 | BOY |
| EOY | 8116128 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58079338 | BOY |
| EOY | 54537324 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113543078 | BOY |
| EOY | 119105020 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61459229 | BOY |
| EOY | 66047984 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85905474 | BOY |
| EOY | 91354607 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 260907781 | BOY |
| EOY | 276507611 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 318987119 | BOY |
| EOY | 331044935 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1942779 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 13657051 | ReconciliationUnrealizedInvest |
| Reconcilation Donated Services | 0 | ReconcilationDonatedServices |
| Reconcilation Invest Expenses | 0 | ReconcilationInvestExpenses |
| Reconcilation Prior Adjustment | 0 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $14,001 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 14001 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchC_P2B_S00_L01 | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1 | ReturnReference |
| Explanation | The amount on line 1i reflects membership dues paid to member organizations, including NACUBO and AICUM, which may engage in lobbying activities in connection with issues that impact higher education. Therefore, a portion of the dues may be attributed to lobbying activities. The college does not directly participate in these lobbying activities. | Explanation |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 509120 | AssetsInPartX |
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 159484340 | BeginningOfYearBalance |
| Contributions | 4228827 | Contributions |
| Investment Earnings Or Losses | 23687566 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2738162 | GrantsOrScholarships |
| Other Expenditures | 4807064 | OtherExpenditures |
| Administrative Expenses | 3793195 | AdministrativeExpenses |
| End Of Year Balance | 176062312 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 164947509 | BeginningOfYearBalance |
| Contributions | 3720273 | Contributions |
| Investment Earnings Or Losses | 488306 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2912836 | GrantsOrScholarships |
| Other Expenditures | 4834599 | OtherExpenditures |
| Administrative Expenses | 1924313 | AdministrativeExpenses |
| End Of Year Balance | 159484340 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 146689850 | BeginningOfYearBalance |
| Contributions | 5485620 | Contributions |
| Investment Earnings Or Losses | 23529926 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2673633 | GrantsOrScholarships |
| Other Expenditures | 4631545 | OtherExpenditures |
| Administrative Expenses | 3452709 | AdministrativeExpenses |
| End Of Year Balance | 164947509 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 139758659 | BeginningOfYearBalance |
| Contributions | 2327920 | Contributions |
| Investment Earnings Or Losses | 14921188 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2677781 | GrantsOrScholarships |
| Other Expenditures | 4587325 | OtherExpenditures |
| Administrative Expenses | 3052811 | AdministrativeExpenses |
| End Of Year Balance | 146689850 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 182175518 | BeginningOfYearBalance |
| Contributions | 3629006 | Contributions |
| Investment Earnings Or Losses | -35942703 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3265996 | GrantsOrScholarships |
| Other Expenditures | 5537055 | OtherExpenditures |
| Administrative Expenses | 1300111 | AdministrativeExpenses |
| End Of Year Balance | 139758659 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.243 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.469 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.288 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 2252909 | OtherCostOrOtherBasis |
| Book Value | 2252909 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 161323439 | OtherCostOrOtherBasis |
| Depreciation | 60600472 | Depreciation |
| Book Value | 100722967 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 9678042 | OtherCostOrOtherBasis |
| Depreciation | 7216600 | Depreciation |
| Book Value | 2461442 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 11213776 | OtherCostOrOtherBasis |
| Depreciation | 5642193 | Depreciation |
| Book Value | 5571583 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 111008901 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 154500 | BookValue |
Other Securities OtherSecurities (8 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Hedged equity - developed & emerging | 30895748 | F |
| Real property & commodities | 23787770 | F |
| Private equity | 17348140 | F |
| Opportunistic credit | 14178809 | F |
| Currency/local debt emerging markets | 6442849 | F |
| Domestic & international equities | 4482954 | F |
| Fixed Income | 3662230 | F |
| Other | 415500 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 101368500 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Annuity obligation | $3,361,737 |
| Government advances for student loans | $2,501,887 |
| Asset retirement obiligations | $1,301,575 |
| Student deposits | $950,929 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 8116128 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 90493724 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 13657050 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | -31504041 | OtherRevenues |
| Revenue Not Rptd F990 | -17846991 | RevenueNotRptdF990 |
| Revenue Subtotal | 108340715 | RevenueSubtotal |
| Investment Expenses Not Included | 3793195 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3793195 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 112133910 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 74893894 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | -31504041 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -31504041 | ExpensesNotRptdF990 |
| Expenses Subtotal | 106397935 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 3793196 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3793196 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 110191131 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P03_S00_L04 | Schedule D, Part III, Line 4 | The college's collection items include rare books, historical artifacts and art work that are used for scholarly research, public exhibitions and to document the history of the college. |
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The college's endowment funds provide income and support for the furtherance of the educational mission of the college in accordance with the donors' intentions. The majority of the permanent endowment is held for scholarship, teaching, and program expenses. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | The college accounts for the effect of any uncertain tax positions based on a "more likely than not" threshold to the recognition of the tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for all uncertain tax positions. The college has identified its tax status as a tax exempt entity as its only significant tax position; however, the college has determined that such tax position does not result in an uncertainty requiring recognition. The college is not currently under examination by any taxing jurisdictions. The college's Federal and state tax returns are generally open for examination for three years following the date filed. |
| SchD_P11_S00_L02d | Schedule D, Part XI, Line 2d | Scholarship and grants provided to students of $31,567,143 is presented as a contra-revenue item in the audited financial statements and as an expense item in the Form 990. Fundraising event expenses of $63,102 are shown as an expense in the audited financial statements and as a contra-revenue item on the Form 990. |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Scholarship and grants provided to students of $31,567,143 is presented as a contra-revenue item in the audited financial statements and as an expense item in the Form 990. Fundraising event expenses of $63,102 are shown as an expense in the audited financial statements and as a contra-revenue item on the Form 990. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 0 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchE_P01_S00_L02 | Schedule E, Part I, Line 2 | Wheaton College is committed to the principles of Equal Opportunity as defined under federal and state law. The college's Notice of Nondiscrimination is available on its website at http://wheatoncollege.edu/policies/eqopp.html and referenced on its Admission webpages. |
| SchE_P01_S00_L03 | Schedule E, Part I, Line 3 | Wheaton College customarily draws a substantial percentage of its students from the Northeast region of the United States, as well as from may other U.S. states and territories and approximately 40 foreign countries. The College follows a racially nondiscriminatory policy as to its students and enrolls students of racial minority groups in meaningful numbers. |
| SchE_P01_S00_L06 | Schedule E, Part I, Line 6 | Students receive financial aid from state and federal agencies based on predetermined financial and scholastic guidelines consistent with the college's educational mission. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (31 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 1 | Program Services | Study abroad | 44900 |
| Central America and the Caribbean | 0 | 0 | Grantmaking | 41740 | |
| Central America and the Caribbean | 0 | 2 | Program Services | Faculty research | 9269 |
| East Asia and the Pacific | 0 | 1 | Program Services | Study abroad | 640021 |
| East Asia and the Pacific | 0 | 0 | Grantmaking | 243448 | |
| East Asia and the Pacific | 0 | 3 | Program Services | Admissions | 12868 |
| East Asia and the Pacific | 0 | 4 | Program Services | Faculty research | 5142 |
| East Asia and the Pacific | 0 | 0 | Program Services | Telescope site | 2632 |
| Europe (including Iceland and Greenland) | 0 | 2 | Program Services | Study abroad | 1441475 |
| Europe (including Iceland and Greenland) | 0 | 0 | Grantmaking | 867816 | |
| Europe (including Iceland and Greenland) | 0 | 2 | Fundraising | 3540 | |
| Europe (including Iceland and Greenland) | 0 | 2 | Program Services | Admissions | 5043 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | Library and IT | 4222 |
| Europe (including Iceland and Greenland) | 0 | 6 | Program Services | Faculty research | 21999 |
| Middle East and North Africa | 0 | 1 | Program Services | Study abroad | 96268 |
| Middle East and North Africa | 0 | 0 | Grantmaking | 62550 | |
| Middle East and North Africa | 0 | 1 | Program Services | Admissions | 2643 |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Program Services | Study abroad | 95500 |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Grantmaking | 61250 | |
| Russia and the newly independent States | 0 | 0 | Program Services | Study abroad | 45854 |
| Russia and the newly independent States | 0 | 0 | Grantmaking | 24400 | |
| South America | 0 | 0 | Program Services | Study abroad | 133606 |
| South America | 0 | 0 | Grantmaking | 95800 | |
| South Asia | 0 | 0 | Program Services | Study abroad | 254853 |
| South Asia | 0 | 0 | Grantmaking | 209240 | |
| South Asia | 0 | 1 | Program Services | Admissions | 3618 |
| South Asia | 0 | 1 | Program Services | Faculty research | 2977 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Study abroad | 73509 |
| Sub-Saharan Africa | 0 | 0 | Grantmaking | 41500 | |
| Sub-Saharan Africa | 0 | 3 | Program Services | Faculty research | 10427 |
| Central America and the Caribbean | 0 | 0 | Investments | 41500546 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 30 | TotalNumberOfEmployees |
| Total Amount Spent | 46058656 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (9 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| Scholarship to students | Central America and the Caribbean | 3 | 0 | 41740 | Tuition offset |
| Scholarship to students | East Asia and the Pacific | 23 | 0 | 243448 | Tuition offset |
| Scholarship to students | Europe (including Iceland and Greenland) | 87 | 0 | 867816 | Tuition offset |
| Scholarship to students | Middle East and North Africa | 4 | 0 | 62550 | Tuition offset |
| Scholarship to students | North America (including Canada and Mexico, but not the United States) | 5 | 0 | 61250 | Tuition offset |
| Scholarship to students | Russia and the newly independent States | 3 | 0 | 24400 | Tuition offset |
| Scholarship to students | South America | 8 | 0 | 95800 | Tuition offset |
| Scholarship to students | South Asia | 17 | 0 | 209240 | Tuition offset |
| Scholarship to students | Sub-Saharan Africa | 5 | 0 | 41500 | Tuition offset |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchF_P01_S00_L02 | Schedule F, Part I, Line 2 | The college is committed to making study abroad programs available to as wide a range of students as possible. As a result the number of Wheaton students who study abroad is consistently high. Students pay the college its comprehensive fee with offsetting scholarships provided in accordance with standard college financial aid policies and procedures. The college pays foreign schools to provide teaching and accomodations. |
| SchF_P01_S00_L03 | Schedule F, Part I, Line 3 | The study abroad programs are separately tracked in the college's general ledger system by activity and the amounts represent tuition payments, lodging, travel costs and incidentals for students and faculty liaisons. The admissions recruiting, fundraising and faculty research amounts are tracked primarily using the college's credit card system and represent travel, meals and lodging costs for college employees conducting business in these regions. All expenses are under the accrual method of accounting. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf Tournament | NameOfEvent1 |
| Gross Receipts Event1 | 23111 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 10205 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 12906 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 9419 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 1150 | OtherDirectExpensesEvent1 |
| Name Of Event2 | City Seminar Series | NameOfEvent2 |
| Gross Receipts Event2 | 6634 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 3195 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 3439 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 0 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 52534 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 0 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 0 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 0 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 29745 | GrossReceiptsTotal |
| Charitable Contributions Total | 13400 | CharitableContributionsTotal |
| Gross Revenue Total Events | 16345 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 61953 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 0 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 1150 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 63103 | DirectExpenseSummaryEvents |
| Net Income Summary | -46758 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|
| Scholarship to students | 1317 | 0 | 29919399 | Reduction of student balance for tuition owed to the college |
| Fellowship Stipend | 79 | 233774 | 0 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | The college's Office of Financial aid is responsible for awarding and monitoring all college, federal and state grant assistance. More than 60% of Wheaton students receive some form of financial aid and most students who demonstrate need receive aid. Financial assistance at Wheaton is awarded on the basis of demonstrated need and academic performance. "Need" is determined by the financial information that a student and his/her family provides on the Free Application for Federal Student Aid (FAFSA) and PROFILE forms which capture the data required to determine eligibility based on federal and/or state regulations. A need-based package may include a merit scholarship, grants, loans or work award. When funds are awarded, student eligibility is monitored through the college's operational system financial aid module to ensure there are no changes in status that might affect their ongoing eligibility. Total grant funds awarded are tracked to ensure compliance with budgeted amounts. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gail Berson | ||||||||||||||
| Vice President Enrollment & Marketing | 189999 | 0 | 0 | 0 | 0 | 0 | 17316 | 0 | 13296 | 0 | 220611 | 0 | 0 | 0 |
| Mary Casey | ||||||||||||||
| Vice President Advancement | 209531 | 0 | 0 | 0 | 0 | 0 | 20036 | 0 | 24196 | 0 | 253763 | 0 | 0 | 0 |
| Vipan Chandra | ||||||||||||||
| Professor History | 60650 | 0 | 0 | 0 | 183992 | 0 | 5520 | 0 | 4124 | 0 | 254286 | 0 | 0 | 0 |
| Ronald A Crutcher | ||||||||||||||
| President and ex officio Trustee | 361894 | 0 | 0 | 0 | 0 | 0 | 37500 | 0 | 54460 | 0 | 453854 | 0 | 0 | 0 |
| Susan Dearing | ||||||||||||||
| Professor English | 46189 | 0 | 0 | 0 | 127878 | 0 | 4196 | 0 | 5018 | 0 | 183281 | 0 | 0 | 0 |
| Brian Douglas | ||||||||||||||
| Vice President for Finance & Administration | 181804 | 0 | 1000 | 0 | 4167 | 0 | 17123 | 0 | 23969 | 0 | 228063 | 0 | 0 | 0 |
| Linda Eisenmann | ||||||||||||||
| Provost | 207072 | 0 | 0 | 0 | 0 | 0 | 18307 | 0 | 19321 | 0 | 244700 | 0 | 0 | 0 |
| Jay S Goodman | ||||||||||||||
| Professor Political Science | 168182 | 0 | 0 | 0 | 0 | 0 | 15200 | 0 | 11020 | 0 | 194402 | 0 | 0 | 0 |
| Marjorie Houston | ||||||||||||||
| Assistant Vice President Advancement | 161458 | 0 | 0 | 0 | 0 | 0 | 14617 | 0 | 11362 | 0 | 187437 | 0 | 0 | 0 |
| Meghan Kass | ||||||||||||||
| Controller & Interim Treasurer | 113090 | 0 | 0 | 0 | 0 | 0 | 11157 | 0 | 22103 | 0 | 146350 | 0 | 0 | 0 |
| Steve Manos | ||||||||||||||
| Interim Vice President Finance & Administration | 101622 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 101622 | 0 | 0 | 0 |
| Lee Williams | ||||||||||||||
| Vice President Student Affairs & Dean of College | 162896 | 0 | 0 | 0 | 0 | 0 | 14599 | 0 | 23969 | 0 | 201464 | 0 | 0 | 0 |
| David Wulff | ||||||||||||||
| Professor Psychology | 64826 | 0 | 0 | 0 | 197024 | 0 | 5911 | 0 | 5234 | 0 | 272995 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | The President, Provost and Dean of Students are provided with housing, including maintenance of such space, for the convenience of the employer on the college's premises. The value of the personal space within the housing is included as a nontaxable benefit on Schedule J. The value of the maintenance of the personal space is taxed accordingly. The President is provided with a college vehicle for business use and any personal miles are taxed accordingly. In addition, the President is a member of a local country club and local social clubs for which the college is responsible for the payment of dues. Any personal use of such clubs is reimbursed to the college. |
| SchJ_P01_S00_L03 | Schedule J, Part I, Line 3 | The Wheaton College Executive Committee, an independent board, establishes compensation to ensure that the Internal Revenue Code provision of "rebuttable presumption of reasonableness" is met and "intermediate sanctions" are not incurred. The Executive Committee obtains and relies upon appropriate data regarding comparability of the compensation package prior to making its determination. Appropriate data includes compensation levels paid by similarly situated organizations, independent compensation surveys by nationally recognized independent firms, and written offers from similar institutions competing for the services of the individual. The Executive Committee documents the basis for its determinations including: the terms of the approved transaction and date approved; the members of the committee who were present during the discussion; and the data obtained and relied upon. |
| SchJ_P01_S00_L04 | Schedule J, Part I, Line 4 | Vipan Chandra, Susan Dearing and David Wulff received $183,992, $127,878 and $197,024 respectively, as a result of their separation from the college on June 30, 2012 as part of a faculty retirement incentive program. |
| SchJ_P01_S00_L07 | Schedule J, Part I, Line 7 | The Vice President for Finance and Administration received a performance related bonus. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| Massachusetts Health and Educational Facilities Authority | ||||||||
| A | 042456011 | 57586CCH6 | 2004-04-28 | 18369960 | Refunding of Series C, campus renovations | 0 | 0 | 0 |
| Massachusetts Health and Educational Facilities Authority | ||||||||
| B | 042456011 | 57586EUF6 | 2010-05-04 | 32361170 | Construction of academic facilities | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 18369960 | 0 | 0 | 0 | 336096 | 0 | 0 | 3172307 | 14861557 | 0 | 2005 | 1 | 0 | 1 | 1 |
| B | 0 | 0 | 32361170 | 0 | 1412008 | 0 | 448729 | 0 | 0 | 30500433 | 0 | 0 | 2011 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| B | 0 | 0 | 0 | 0 | 0 | 0.001 | 0.001 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 1 |
| B | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 1 |
| B | 1 |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchK_P04_S00_L02c | Identifier |
| Return Reference | Schedule K, Part IV, Line 2c | ReturnReference |
| Explanation | The computations were performed for the June 30, 2013 computation date. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Global Partners LP | |||
| Trustee is COO & CFO | 708186 | Fixed rate energy contract | 0 |
| Jay Goodman | |||
| Spouse of officer | 195180 | Employment | 0 |
| Betty Neal Crutcher | |||
| Spouse of officer | 66513 | Employment | 0 |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchL_P04_S00_L00 | Identifier |
| Return Reference | Schedule L, Part IV | ReturnReference |
| Explanation | All employees, including employees who may meet the definition of an interested person, are hired through procedures administered by the college's Human Resources Department under applicable college policies. All such employees are provided the same benefits, and are subject to the same policies and procedures, as other college employees. All business transactions, including those with individuals or companies that may meet the definition of an interested party, are made within the normal course of business and are conducted at arm's length. Purchasing decisions are not made by these individuals. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 104 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1603221 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fair market value | MethodOfDeterminingRevenues |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 210000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fair market value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchM_P01_S00_L09 | Schedule M, Part I, Line 9 | The college is disclosing the number of contributions of publicly traded securities. These contributions may be comprised of one or more securities. |
| SchM_P01_S00_L17 | Schedule M, Part I, Line 17 | The college is disclosing the contribution of two pieces of vacant land. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P05_S00_L02a | Form 990, Part V, Line 2a | The total number of employees includes faculty and staff of 667 and student employees of 1,135. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | The college's Form 990 is prepared by the Finance Office of the college and reviewed by the Vice President for Finance and Administration. In addition, the Form 990 is reviewed and signed by an independent accounting firm. The first draft is reviewed by the Audit Committee of the Board of Trustees and any changes are incorporated into the final draft. The final draft is distributed to the full Board of Trustees via their secure website for final review prior to submission to the IRS. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | All trustees and officers of the college are covered in the Wheaton College Conflict of Interest Policy for Trustees and Officers. The policy and conflict of interest disclosure statement is sent to all officers and trustees on an annual basis. The completed forms are reviewed by the Chair of the Board of Trustees, the Vice President for Finance and Administration and the President, who determine if an actual or potential conflict exists. Officers and trustees recuse themselves from discussion and voting on any matters where a conflict exists. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The Wheaton College Executive Committee, an independent board, establishes compensation to ensure that the Internal Revenue Code provision of "rebuttable presumption of reasonableness" is met and "intermediate sanctions" are not incurred. The Executive Committee obtains and relies upon appropriate data regarding comparability of the compensation package prior to making its determination. Appropriate data includes compensation levels paid by similarly situated organizations, independent compensation surveys by nationally recognized independent firms, and written offers from similar institutions competing for the services of the individual. The Executive Committee documents the basis for its determinations including: the terms of the approved transaction and date approved; the members of the committee who were present during the discussion; and the data obtained and relied upon. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The employee conflict of interest policy is contained in the Staff Handbook, which is posted to the college's Human Resources website and available to the public. The college's audited financial statements are posted to the college's Finance website, which is available to the public. In addition, the Form 990 and the audited financials are available via the Massachusetts Attorney General's website. The governing documents and trustee conflicts of interest policy are available to the public upon request. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| Pooled Income Fund | ||||||||
| 35 East Main Street | Norton | MA | 02766 | Pooled Income Fund | MA | N/A | T | 1 |
| Perpetual Trust | ||||||||
| 35 East Main St | Norton | MA | 02766 | Perpetual Trust | MA | N/A | T | 1 |
| Charitable Remainder Unitrust | ||||||||
| 35 East Main St | Norton | MA | 02766 | Charitable Remainder Trust | MA | N/A | T | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Perpetual Trust | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | a-i | TransactionType |
| Amount Involved | 6002 | AmountInvolved |
| Method Of Amt Determination | Actual amount received | MethodOfAmtDetermination |
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