INDIANA WESLEYAN UNIVERSITY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- INDIANA WESLEYAN UNIVERSITY (EIN 35-0885591)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-11
- IRS object ID
- 201443159349300804
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-11T07:24:08-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E Main St Suite 700 | AddressLine1 |
| City | Fort Wayne | City |
| State | IN | State |
| ZIP Code | 46802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350885591 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA WESLEYAN UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NANCY SCHOONMAKER | InCareOfNm |
| Business Name Control | INDI | BusinessNameControlTxt |
| Phone | 7656772947 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 S WASHINGTON STREET | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | MARION | City |
| State | IN | State |
| ZIP Code | 46953 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY SCHOONMAKER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7656772947 | PhoneNum |
| Signature | 2014-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joyce A Dulworth | PreparerPersonNm |
| PTIN | P00151125 | PTIN |
| Phone | 7656772947 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NANCY SCHOONMAKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 S WASHINGTON STREET | AddressLine1 |
| City | MARION | City |
| State | IN | State |
| ZIP Code | 46953 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $257,965,758 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.INDWES.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1920 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | INDIANA WESLEYAN UNIVERSITY IS A CHRIST- CENTERED ACADEMIC COMMUNITY COMMITTED TO CHANGING THE WORLD BY DEVELOPING STUDENTS IN CHARACTER, SCHOLARSHIP, AND LEADERSHIP. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 5355 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,014,538 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,780,735 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $198,931,796 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $201,348,749 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,457,381 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,737,130 | CYInvestmentIncomeAmt |
| PY Other Revenue | $93,879 | PYOtherRevenueAmt |
| CY Other Revenue | $313,389 | CYOtherRevenueAmt |
| PY Total Revenue | $216,497,594 | PYTotalRevenueAmt |
| CY Total Revenue | $226,180,003 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $27,314,963 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $29,189,285 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $91,424,183 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $95,072,369 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,627,447 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $85,490,927 | PYOtherExpensesAmt |
| CY Other Expenses | $81,073,509 | CYOtherExpensesAmt |
| PY Total Expenses | $204,230,073 | PYTotalExpensesAmt |
| CY Total Expenses | $205,335,163 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,267,521 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $20,844,840 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $437,048,714 | TotalAssetsBOYAmt |
| Total Assets EOY | $470,903,483 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $58,116,884 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $56,324,079 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $378,931,830 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $414,579,404 | NetAssetsOrFundBalancesEOYAmt |
| Mission | INDIANA WESLEYAN UNIVERSITY'S PURPOSE IS TO SEARCH FOR TRUTH, BY STUDY IN LIBERAL ARTS AND IN PROFESSIONAL EDUCATION WITHIN THE FRAMEWORK OF CHRISTIAN FAITH AND PHILOSOPHY SO THAT THE PERSON IS DEVELOPED FOR SERVICE TO GOD AND MAN IN THE CHURCH AND IN SOCIETY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $174,413,670 | ExpenseAmt |
| Grant | $29,084,002 | GrantAmt |
| Revenue | $201,348,749 | RevenueAmt |
| Desc | INSTRUCTION: THIS PROGRAM ENCOMPASSES A WIDE RANGE OF INSTRUCTIONS IN LIBERAL ARTS CURRICULUM, AS WELL AS PROVIDING TEXTBOOK DISTRIBUTION AND RESIDENTIAL DINING SERVICES FOR STUDENTS. BOOKSTORE: THIS PROGRAM SERVICE PROVIDES TEXTBOOK DISTRIBUTION FOR STUDENTS. FOOD SERVICE: THIS PROGRAM SERVICE PROVIDES STUDENTS RESIDENTIAL DINING SERVICES. | Desc |
| Total Program Service Expenses | $174,413,670 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 162 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 5355 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY SCHOONMAKER | PersonNm |
| Phone | 7656772947 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 S WASHINGTON STREET | AddressLine1 |
| City | MARION | City |
| State | IN | State |
| ZIP Code | 46953 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ANTHES PAUL | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BICKEL DANIEL | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BOYLE DAVID | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BRAY JOHN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CADY DON | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CARMICHAEL MICHAEL | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CONRAD CHRISTOPHER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DENEFF STEVE | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ECKART MARK | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| EMERY STEVEN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| EVANS MALCOLM | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| FREEMAN JEFF | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| HINES BARRY | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| HOLLENBACK KAREN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MEEKS MARK | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MYERS KEVIN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| OTT DONALD | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| OTT GARY | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| RAY PETRA | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SCHMIDT THOMAS | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SHEPHERD CARL | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SLOAN DALE | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SMITH EVRETT | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIS ARON | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GREEN BARBARA | ||||||||
| TRUSTEE - UNTIL APRIL 2014 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| HALL NORRIS | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| HOOVER ED | ||||||||
| TRUSTEE - UNTIL APRIL 2014 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| QUINN PAULA | ||||||||
| TRUSTEE - UNTIL DECEMBER 2013 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| STOREY JOHN | ||||||||
| TRUSTEE - UNTIL DECEMBER 2013 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| WRIGHT DAVID | ||||||||
| PRESIDENT - STARTED JULY 2013 | 40.0 | 0.0 | $190,264 | $0 | $55,348 | Yes (X) | ||
| KILTY DUANE | ||||||||
| CFO - UNTIL MARCH 2014 | 40.0 | 0.0 | $151,291 | $0 | $28,974 | Yes (X) | ||
| SCHOONMAKER NANCY | ||||||||
| CFO - STARTED MARCH 2014 | 40.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| HAHN AUDREY | ||||||||
| CEO/NON-RESIDENTIAL CAMPUS | 40.0 | 0.0 | $129,849 | $0 | $20,062 | Yes (X) | ||
| NEWMAN J KEITH | ||||||||
| CEO/RESIDENTIAL CAMPUS | 40.0 | 0.0 | $136,414 | $0 | $31,894 | Yes (X) | ||
| LINDSAY LARRY | ||||||||
| INTERIM PROVOST | 40.0 | 0.0 | $117,863 | $0 | $24,332 | Yes (X) | ||
| SMITH HENRY | ||||||||
| PRESIDENT - UNTIL JUNE 2013 | 40.0 | 0.0 | $311,938 | $0 | $59,994 | Yes (X) | ||
| AITCHISON BRIDGET | ||||||||
| DEAN OF INTERNATIONAL PROGRAMS | 40.0 | 0.0 | $119,534 | $0 | $78,365 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,157,153 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $298,969 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INSTITUTE FOR PROFESSIONAL DEVELOPM | |||||
| 4025 S RIVERPOINT PARKWAY 6TH FLOO | PHOENIX | AZ | 85040 | MARKETING/ACCOUNTING | $15,954,000 |
| PASKILL STAPLETON AND LORD | |||||
| ONE ROBERTS AVENUE | GLENSIDE | PA | 19038 | MARKETING | $3,906,593 |
| PIONEER COLLEGE CATERERS | |||||
| 303 GLENROSE AVENUE | NASHVILLE | TN | 37210 | FOOD SERVICE | $4,770,408 |
| WEIGAND CONSTRUCTION | |||||
| 7808 HONEYWELL DRIVE | FORT WAYNE | IN | 46825 | CONSTRUCTION | $12,574,431 |
| BEYNON SPORTS SURFACES | |||||
| 16 ALT RD | HUNT VALLEY | MD | 21030 | CONSTRUCTION | $971,735 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 26 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,539,356 | RelatedOrganizationsAmt |
| Government Grants | $1,369,054 | GovernmentGrantsAmt |
| All Other Contributions | $16,872,325 | AllOtherContributionsAmt |
| Noncash Contributions | $4,830,961 | NoncashContributionsAmt |
| Total Contributions | $20,780,735 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 900099 | $167,223,993 | $167,223,993 |
| BOOKSTORE | 451211 | $11,487,626 | $11,487,626 |
| FOOD SERVICE | 721310 | $9,035,442 | $9,035,442 |
| RESIDENCE HALLS | 721310 | $8,867,739 | $8,867,739 |
| CONFERENCES | 900099 | $2,221,832 | $2,221,832 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,512,117 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,512,117 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $201,348,749 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,736,512 | TotalRevenueColumnAmt |
| Exclusion | $3,736,512 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,159,144 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $845,755 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $313,389 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $313,389 | TotalRevenueColumnAmt |
| Exclusion | $313,389 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,940,618 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,940,000 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $618 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $618 | TotalRevenueColumnAmt |
| Exclusion | $618 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $226,180,003 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $201,348,749 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $4,050,519 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,283 | TotalAmt |
| Program Services | $105,283 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,084,002 | TotalAmt |
| Program Services | $29,084,002 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,411,121 | TotalAmt |
| Program Services | $1,143,008 | ProgramServicesAmt |
| Management And General | $254,002 | ManagementAndGeneralAmt |
| Fundraising | $14,111 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,985,251 | TotalAmt |
| Program Services | $54,258,053 | ProgramServicesAmt |
| Management And General | $12,057,345 | ManagementAndGeneralAmt |
| Fundraising | $669,853 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,366,343 | TotalAmt |
| Program Services | $3,536,738 | ProgramServicesAmt |
| Management And General | $785,942 | ManagementAndGeneralAmt |
| Fundraising | $43,663 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,762,822 | TotalAmt |
| Program Services | $14,387,886 | ProgramServicesAmt |
| Management And General | $3,197,308 | ManagementAndGeneralAmt |
| Fundraising | $177,628 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,546,832 | TotalAmt |
| Program Services | $3,682,934 | ProgramServicesAmt |
| Management And General | $818,430 | ManagementAndGeneralAmt |
| Fundraising | $45,468 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,626 | TotalAmt |
| Program Services | $318,027 | ProgramServicesAmt |
| Management And General | $70,673 | ManagementAndGeneralAmt |
| Fundraising | $3,926 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,672,095 | TotalAmt |
| Program Services | $2,164,397 | ProgramServicesAmt |
| Management And General | $480,977 | ManagementAndGeneralAmt |
| Fundraising | $26,721 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,603 | TotalAmt |
| Program Services | $170,588 | ProgramServicesAmt |
| Management And General | $37,909 | ManagementAndGeneralAmt |
| Fundraising | $2,106 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,958,456 | TotalAmt |
| Program Services | $12,116,349 | ProgramServicesAmt |
| Management And General | $2,692,522 | ManagementAndGeneralAmt |
| Fundraising | $149,585 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,786,338 | TotalAmt |
| Program Services | $7,116,934 | ProgramServicesAmt |
| Management And General | $1,581,541 | ManagementAndGeneralAmt |
| Fundraising | $87,863 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,526,492 | TotalAmt |
| Program Services | $5,286,460 | ProgramServicesAmt |
| Management And General | $1,174,767 | ManagementAndGeneralAmt |
| Fundraising | $65,265 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,042,456 | TotalAmt |
| Program Services | $2,464,389 | ProgramServicesAmt |
| Management And General | $547,642 | ManagementAndGeneralAmt |
| Fundraising | $30,425 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,432,490 | TotalAmt |
| Program Services | $4,400,317 | ProgramServicesAmt |
| Management And General | $977,848 | ManagementAndGeneralAmt |
| Fundraising | $54,325 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,720,150 | TotalAmt |
| Program Services | $1,393,322 | ProgramServicesAmt |
| Management And General | $309,627 | ManagementAndGeneralAmt |
| Fundraising | $17,201 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $487,844 | TotalAmt |
| Program Services | $395,154 | ProgramServicesAmt |
| Management And General | $87,812 | ManagementAndGeneralAmt |
| Fundraising | $4,878 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,090,111 | TotalAmt |
| Program Services | $8,982,990 | ProgramServicesAmt |
| Management And General | $1,996,220 | ManagementAndGeneralAmt |
| Fundraising | $110,901 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $912,600 | TotalAmt |
| Program Services | $739,206 | ProgramServicesAmt |
| Management And General | $164,268 | ManagementAndGeneralAmt |
| Fundraising | $9,126 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BOOKSTORE | $9,133,687 | $9,133,687 | ||
| FOOD SERVICE | $4,267,494 | $4,267,494 | ||
| PROFESSIONAL DEVELOPMENT | $1,478,931 | $1,197,934 | $266,208 | $14,789 |
| OTHER | $9,961,136 | $8,068,518 | $1,793,005 | $99,613 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,335,163 | TotalAmt |
| Program Services | $174,413,670 | ProgramServicesAmt |
| Management And General | $29,294,046 | ManagementAndGeneralAmt |
| Fundraising | $1,627,447 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,916 | BOYAmt |
| EOY | $670,802 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,223,631 | BOYAmt |
| EOY | $9,010,883 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,844,236 | BOYAmt |
| EOY | $2,323,627 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,986,860 | BOYAmt |
| EOY | $9,390,053 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,704,423 | BOYAmt |
| EOY | $11,307,165 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,680,644 | BOYAmt |
| EOY | $798,351 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,076,088 | BOYAmt |
| EOY | $2,242,113 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $403,338,335 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $122,698,855 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,958,608 | BOYAmt |
| EOY | $280,639,480 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,826,168 | BOYAmt |
| EOY | $148,182,386 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,721,140 | BOYAmt |
| EOY | $6,338,623 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $437,048,714 | BOYAmt |
| EOY | $470,903,483 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,538,147 | BOYAmt |
| EOY | $27,124,210 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,511,096 | BOYAmt |
| EOY | $4,154,064 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,000,000 | BOYAmt |
| EOY | $15,000,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,067,641 | BOYAmt |
| EOY | $10,045,805 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,116,884 | BOYAmt |
| EOY | $56,324,079 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,498,194 | BOYAmt |
| EOY | $342,236,316 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,048,952 | BOYAmt |
| EOY | $25,768,184 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,384,684 | BOYAmt |
| EOY | $46,574,904 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $378,931,830 | BOYAmt |
| EOY | $414,579,404 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $437,048,714 | BOYAmt |
| EOY | $470,903,483 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $20,844,840 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $14,607,556 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $195,178 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $107,315,991 | BeginningYearBalanceAmt |
| Contributions | $15,959,410 | ContributionsAmt |
| Investment Earnings Or Losses | $17,624,735 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,365,332 | GrantsOrScholarshipsAmt |
| End Year Balance | $138,534,804 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $82,256,405 | BeginningYearBalanceAmt |
| Contributions | $16,266,288 | ContributionsAmt |
| Investment Earnings Or Losses | $11,232,368 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,439,070 | GrantsOrScholarshipsAmt |
| End Year Balance | $107,315,991 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $80,370,755 | BeginningYearBalanceAmt |
| Contributions | $7,068,750 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,189,531 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,993,569 | GrantsOrScholarshipsAmt |
| End Year Balance | $82,256,405 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,922,001 | BeginningYearBalanceAmt |
| Contributions | $13,313,576 | ContributionsAmt |
| Investment Earnings Or Losses | $13,219,374 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,084,206 | GrantsOrScholarshipsAmt |
| End Year Balance | $80,370,745 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,789,457 | BeginningYearBalanceAmt |
| Contributions | $4,565,677 | ContributionsAmt |
| Investment Earnings Or Losses | $4,899,897 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,333,020 | GrantsOrScholarshipsAmt |
| End Year Balance | $52,922,011 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.53770 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.33280 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12950 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,860,210 | OtherCostOrOtherBasisAmt |
| Book Value | $23,860,210 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $273,033,075 | OtherCostOrOtherBasisAmt |
| Depreciation | $73,812,864 | DepreciationAmt |
| Book Value | $199,220,211 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,110,702 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,774,949 | DepreciationAmt |
| Book Value | $16,335,753 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,334,348 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,111,042 | DepreciationAmt |
| Book Value | $41,223,306 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $280,639,480 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE DEPOSITS & SECURITY | $1,703,578 |
| ACCUMULATED POSTRETIREMENT BEN | $1,624,698 |
| ANNUITY PAYMENT LIABILITY | $2,078,034 |
| FEDERAL ADVANCE FOR STUDENT LOANS | $3,918,571 |
| TRUST LIABILITIES | $720,924 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,045,805 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $212,549,312 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $14,607,556 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $845,755 | OtherRevenueAmt |
| Revenue Not Reported | $15,453,311 | RevenueNotReportedAmt |
| Revenue Subtotal | $197,096,001 | RevenueSubtotalAmt |
| Other Revenues Not Included | $29,084,002 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $29,084,002 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $226,180,003 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $177,096,916 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $845,755 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $845,755 | ExpensesNotReportedAmt |
| Expenses Subtotal | $176,251,161 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $29,084,002 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $29,084,002 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $205,335,163 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D PART V | QUESTION 4 ENDOWMENT FUNDS THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 300 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE GOVERNING BODY TO FUNCTION AS ENDOWMENTS (BOARD-DESIGNATED ENDOWMENT FUNDS). AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA (GAAP), NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING BOARD-DESIGNATED ENDOWMENT FUNDS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. |
| SCHEDULE D RECONCILIATION | PART XI & XII LINE 2D RENTAL EXPENSE RECLASS $845,755 LINE 4B SCHOLARSHIPS $29,084,002 |
| ASC 740 FOOTNOTE | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | QUESTION 3 | FormAndLineReferenceDesc |
| Explanation | A NONDISCRIMINATORY POLICY NOTED IN TRUSTEE BYLAWS, IN BOARD APPROVED RESOLUTION AND IN LITERATURE RELATING TO ALL PROGRAMS. QUESTION 6A INDIANA WESLEYAN UNIVERSITY PARTICIPATES IN STUDENT AID PROGRAMS PROVIDED BY THE FEDERAL GOVERNMENT. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF GRANT COUNTY | ||||||||||
| 2020 S CLARK ST | MARION | IN | 46952 | 351065247 | 501(C)(3) | $12,000 | OPERATING SUPPORT | |||
| GRACE HOUSE FOR RECOVERY | ||||||||||
| PO BOX 284 | MARION | IN | 46592 | 352157300 | 501(C)(3) | $12,000 | OPERATING SUPPORT | |||
| UNITED WAY OF GRANT COUNTY | ||||||||||
| PO BOX 61 | MARION | IN | 46592 | 350995975 | 501(C)(3) | $16,408 | OPERATING SUPPORT | |||
| PROJECT LEADERSHIP | ||||||||||
| 118 W 25TH ST | MARION | IN | 46953 | 453577728 | 501(C)(3) | $12,500 | OPERATING SUPPORT | |||
| MARION PHILHARMONIC | ||||||||||
| 305 S ADAMS ST | MARION | IN | 46952 | 237126357 | 501(C)(3) | $10,000 | OPERATING SUPPORT | |||
| CHRISTIANITY TODAY | ||||||||||
| 465 GUNDERSEN DRIVE | CAROL STREAM | IL | 60188 | 520231554 | 501(C)(3) | $10,000 | OPERATING SUPPORT | |||
| FAMILY SERVICE SOCIETY INC | ||||||||||
| 101 S WASHINGTON ST STE 200 | MARION | IN | 46952 | 350868083 | 501(C)(3) | $25,375 | OPERATIONAL SUPPORT | $2,000 | FMV | COMPUTERS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 2717 | RecipientCnt |
| Cash Grant | $29,084,002 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I | FormAndLineReferenceDesc |
| Explanation | LINE 2 Any scholarships/grants to students are determined by the financial aid office in which each student file is reviewed in accordance with designated eligibility requirements of the scholarships or grants. SCHOLARSHIPS AND GRANTS ARE THEN MONITORED BY DISBURSING FUNDS FROM THE FINANCIAL AID OFFICE TO THE STUDENT ACCOUNT OFFICE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WRIGHT DAVID | |||||||||||||
| PRESIDENT - STARTED JULY 2013 | $189,763 | $0 | $0 | $0 | $501 | $0 | $19,512 | $0 | $35,836 | $0 | $245,612 | $0 | $0 |
| NEWMAN J KEITH | |||||||||||||
| CEO/RESIDENTIAL CAMPUS | $133,293 | $0 | $0 | $0 | $3,120 | $0 | $15,155 | $0 | $16,739 | $0 | $168,308 | $0 | $0 |
| KILTY DUANE | |||||||||||||
| CFO - UNTIL MARCH 2014 | $148,850 | $0 | $0 | $0 | $2,442 | $0 | $13,992 | $0 | $14,982 | $0 | $180,265 | $0 | $0 |
| SMITH HENRY | |||||||||||||
| PRESIDENT - UNTIL JUNE 2013 | $207,593 | $0 | $100,000 | $0 | $4,346 | $0 | $21,600 | $0 | $38,394 | $0 | $371,932 | $0 | $0 |
| AITCHISON BRIDGET | |||||||||||||
| DEAN OF INTERNATIONAL PROGRAMS | $117,367 | $0 | $0 | $0 | $2,167 | $0 | $8,932 | $0 | $69,433 | $0 | $197,899 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I QUESTION 1A | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT HAS COUNTRY CLUB DUES PAID BY THE UNIVERSITY FOR BUSINESS ENTERTAINMENT PURPOSES. THE DUES ARE TAXABLE FOR PERSONAL USE. HOUSING FOR THE PRESIDENT IS PROVIDED BY THE UNIVERSITY AND REQUIRED BY CONTRACT. THE RESIDENCE IS CONTIGUOUS TO THE CAMPUS, THE PRESIDENT IS REQUIRED TO LIVE THERE AND IS REQUIRED TO CONDUCT UNIVERSITY RELATED BUSINESS PER HIS CONTRACT. THIS AMOUNT IS NOT INCLUDED IN TAXABLE INCOME AND IS SHOWN IN COLUMN (D) FOR DAVID WRIGHT AND HENRY SMITH, WHO BOTH SERVED AS PRESIDENT FOR 6 MONTHS OUT OF THE YEAR. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF MARION INDIANA SERIES 2006 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 356001102 | BondIssuerEIN |
| CUSIP | 569564bx4 | CUSIPNum |
| Bond Issued | 2006-02-09 | BondIssuedDt |
| Issue Price | $40,000,000 | IssuePriceAmt |
| Purpose | CONSTRUCTION | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $25,000,000 | RetiredAmt |
| Bond Defeased | $15,000,000 | BondDefeasedAmt |
| Total Proceeds | $40,000,000 | TotalProceedsAmt |
| In Reserve Fund | $10,051,393 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $160,120 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $23,000 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $39,750,000 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2007 | SubstantialCompletionYr |
| Current Refunding | false | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | false | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | Yes (true) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE FILING OF FORM 8038-T SHOULD BE HANDLED BY THE CITY OF MARION, WHO IS THE ISSUER OF THE BOND. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $54,606 | CashGrantAmt |
| Type Of Assistance | TUITION ASSISTANCE | TypeOfAssistanceTxt |
| Assistance Purpose | TUITION | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| PAUL ANTHES | |||
| TRUSTEE | $173,359 | INVESTMENTS | false |
| GARY OTT | |||
| TRUSTEE | $2,457,849 | LEASE | false |
| STEVE EVANS | |||
| MALCOLM EVANS' SON | $34,992 | COMPENSATED BY ORGANIZATION | false |
| JERRY SHEPHERD | |||
| CARL SHEPHERDS' BROTHER | $90,727 | COMPENSATED BY ORGANIZATION | false |
| DON OTT | |||
| TRUSTEE | $423,068 | OFFICE FURNITURE PURCHASES | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV | FormAndLineReferenceDesc |
| Explanation | Paul Anthes serves as President of Financial Advisory Corporation (FAC) and serves as Secretary of Board of Trustees at IWU. FAC provides investment advisory services for University endowment funds. FAC does not serve as custodian or manager of invested funds and only provides advisory services which custodian(s) and/or fund manager(s) use. The University receives monthly investment statements directly from the custodian of the funds independent of FAC. Additionally, the University has adopted an investment management policy and regularly reviews investment performance and asset allocation within the parameters of this policy. Finally, as an additional measure of independence, FAC receives a set fee for their services and not a percentage of the earnings on the invested funds. Mr. Anthes does not serve on the investment committee of the board. Gary Ott is the President of Tender Love and Care Management, which manages the Wesleyan Retirement Center. Don Ott owns Interior Concepts, an office furniture vendor that IWU utilizes. The chairperson and the treasurer of the Wesleyan Retirement Center are both IWU employees. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $102,749 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,560,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $65,250 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | OFFICE FURNITURE | 1 | $15,000 | FMV |
| Yes (X) | MISCELLANEOUS ITEMS | 6 | $1,731 | FMV |
| Yes (X) | TRUSTS | 4 | $15,908 | FMV |
| Yes (X) | ANNUITIES | 2 | $70,322 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 3 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VI | FormAndLineReferenceDesc |
| Explanation | SECTION A LINE 1B 5 OF THE 25 BOARD MEMBERS ARE NON-INDEPENDENT DUE TO INFORMATION DISCLOSED ON SCHEDULE L. LINE 2 ED HOOVER AND DAN BICKEL HAVE A FAMILY RELATIONSHIP. PART VI, SECTION B LINE 11B THE 99O IS PRESENTED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. THE ENTIRE BOARD RECEIVES A COPY OF THE RETURN EXCLUDING THE 990-T BEFORE FILING. THE FORM 990 IS ALSO REVIEWED BY AN INDEPENDENT CPA FIRM. PART VI, SECTION B LINE 12C INDIANA WESLEYAN'S CONFLICT OF INTEREST POLICY IS SIGNED ANNUALLY BY OFFICERS, TRUSTEES AND KEY EMPLOYEES. THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS THE POLICY. THE COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE BOARD OF TRUSTEES CHAIRPERSON AND THE PRESIDENT. PART VI, SECTION B LINE 15A & 15B THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS AND SETS THE PRESIDENT'S SALARY BASED ON AN EXTERNAL BENCHMARK WHICH IS THE 75TH PERCENTILE OF PRESIDENTS OF SCHOOLS IN THE COUNCIL OF CHRISTIAN COLLEGES AND UNIVERSITIES. IN TURN, KEY EMPLOYEES ARE BENCHMARKED BY THE 75TH PERCENTILE FOR THEIR DISCIPLINE. ALL OTHER COMPENSATION IS REVIEWED AND APPROVED BY EXECUTIVE EMPLOYEES. PART VI, SECTION C LINE 19 COPIES OF DOCUMENTS AND POLICIES CAN BE OBTAINED BY CONTACTING THE OFFICE OF THE VICE PRESIDENT FOR BUSINESS AFFAIRS. PART XI, RECONCILIATION OF NET ASSETS LINE 9 BALANCE SHEET RECLASS (272,978) CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 468,156 TOTAL: $195,178 | ExplanationTxt |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| WESLEYAN RETIREMENT CENTER | ||||||||||
| 4201 S WASHINGTON STREET | MARION | IN | 46953 | 351449080 | ELDER CARE | IN | 501(C)(3) | 1 | IWU | Yes (true) |
| WESLEYAN CHURCH CORPORATION | ||||||||||
| PO BOX 50434 | INDIANAPOLIS | IN | 46250 | 351148762 | RELIGIOUS ORG | IN | 501(C)(3) | 1 | NA | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRT (3) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHAR. REM. TRUSTS | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | TRUST | EntityTypeTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |