ILLINOIS WESLEYAN UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ILLINOIS WESLEYAN UNIVERSITY (EIN 37-0662594)
- Tax period
- 2011-08-01 to 2012-07-31
- Filed
- 2013-07-08
- IRS object ID
- 201311899349300346
- Schema version
- 2011v1.2
- 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 F
- Schedule G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-08T15:32:00-05:00 | Timestamp |
| Tax Period End Date | 2012-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ILLINOIS WESLEYAN UNIVERSITY | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 E EMERSON ST | AddressLine1 |
| City | BLOOMINGTON | City |
| State | IL | State |
| ZIP Code | 617011730 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 370662594 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ILLINOIS WESLEYAN UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ILLI | NameControl |
| Phone | 3095563449 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2900 | AddressLine1 |
| City | BLOOMINGTON | City |
| State | IL | State |
| ZIP Code | 61702 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL P KLOTZBACH | Name |
| Title | VP FOR BUSINESS & FINANCE | Title |
| Phone | 3095563449 | Phone |
| Date Signed | 2013-05-31 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Prepared | 2013-07-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RICHARD F WILSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1312 PARK STREET | AddressLine1 |
| City | BLOOMINGTON | City |
| State | IL | State |
| ZIP Code | 61701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 89046949 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.IWU.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1850 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | THE UNIVERSITY STRIVES TO ATTAIN THE IDEAL OF A LIBERAL EDUCATION WHILE PROVIDING UNIQUE OPPORTUNITIES WITH ITS DISTINCTIVE CURRICULA AND PROGRAMS. A LIBERAL EDUCATION FOSTERS CREATIVITY, CRITICAL THINKING, EFFECTIVE COMMUNICATION, STRENGTH OF CHARACTER AND A SPIRIT OF INQUIRY; IT DEEPENS THE SPECIALIZED KNOWLEDGE OF A DISCIPLINE WITH A COMPREHENSIVE WORLD VIEW. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 41 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 40 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2278 | TotalNbrEmployees |
| Total Nbr Volunteers | 387 | TotalNbrVolunteers |
| Total Gross UBI | 283760 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -11321 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9269995 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8184137 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 57826339 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 59270974 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7897900 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3344003 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1634926 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2092090 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 76629160 | TotalRevenuePriorYear |
| Total Revenue Current Year | 72891204 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 39505517 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 39834349 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 69828 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 54828 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3521630 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 32570142 | OtherExpensePriorYear |
| Other Expenses Current Year | 32769864 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 72145487 | TotalExpensesPriorYear |
| Total Expenses Current Year | 72659041 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4483673 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 232163 | RevenuesLessExpensesCY |
| Total Assets BOY | 347911269 | TotalAssetsBOY |
| Total Assets EOY | 356996117 | TotalAssetsEOY |
| Total Liabilities BOY | 121238385 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 127527744 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 226672884 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 229468373 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE UNIVERSITY STRIVES TO ATTAIN THE IDEAL OF A LIBERAL EDUCATION WHILE PROVIDING UNIQUE OPPORTUNITIES WITH ITS DISTINCTIVE CURRICULA AND PROGRAMS. A LIBERAL EDUCATION FOSTERS CREATIVITY, CRITICAL THINKING, EFFECTIVE COMMUNICATION, STRENGTH OF CHARACTER AND A SPIRIT OF INQUIRY; IT DEEPENS THE SPECIALIZED KNOWLEDGE OF A DISCIPLINE WITH A COMPREHENSIVE WORLD VIEW. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 65439085 | Expense |
| Revenue | 62518653 | Revenue |
| Description | INSTRUCTION TO OVER 2,050 STUDENTS FOR BACCALAUREATE DEGREES IN THE LIBERAL ARTS AND SCIENCES, NURSING, FINE ARTS, DRAMA AND MUSIC. STUDENT SERVICES INCLUDE EDUCATION, HOUSING, AND BOARD. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INSTRUCTION TO OVER 2,050 STUDENTS FOR BACCALAUREATE DEGREES IN THE LIBERAL ARTS AND SCIENCES, NURSING, FINE ARTS, DRAMA AND MUSIC. STUDENT SERVICES INCLUDE EDUCATION, HOUSING, AND BOARD. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 65439085 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 224 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2278 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 41 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 40 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOHN BRYANT | NamePerson |
| Telephone Number | 3095563449 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1312 PARK STREET | AddressLine1 |
| City | BLOOMINGTON | City |
| State | IL | State |
| ZIP Code | 61701 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (50 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| RICHARD F WILSON | |||||||
| PRESIDENT | 40.00 | X | X | 283204 | 0 | 33660 | |
| RICHARD AMES | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JEAN BAIRD | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| PHYLLIS BARKER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| THOMAS BROWN | |||||||
| VICE CHAIR | 2.00 | X | 0 | 0 | 0 | ||
| WILLIE BROWN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CATHY CARSWELL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MICHAEL CLARK | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MARY CREGO | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CEASAR DOUGLAS JR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOHN ESCH | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT EVANS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JUDITH FAVELL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT FIELD | |||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | ||
| TODD FRENCH | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DAVID GAFFRON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| HERBERT GETZ | |||||||
| VICE CHAIR | 2.00 | X | 0 | 0 | 0 | ||
| THOMAS HANSEN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOHN HORTON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| REBIE KINGSTON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| W THOMAS LAWRENCE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| KATHY LEWTON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| THOMAS MCKINNEY JR MD | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| THOMAS NEIS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BISHOP GREGORY PALMER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BYRON TUCCI | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| J WILLIAM ROBERTS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| RONALD RUECKER MD | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| EDWARD RUST JR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JAMES SHIRK | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DALE SPIESS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CARLINA TAPIA-RUANO | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MICHAEL TIPSORD | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| GEORGE VINYARD | |||||||
| CHAIRMAN | 2.00 | X | 0 | 0 | 0 | ||
| STEVEN WANNEMACHER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DAVID WILKINS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| L TRACY WYCH | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MARSHA GUENZLER-STEVENS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DANIEL JAMESON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| RICHARD M KING | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BARBARA NATHAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| TIMOTHY SZERLONG | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MARTIN SMITH | |||||||
| VP ADVANCMNT | 40.00 | X | 157050 | 0 | 33431 | ||
| DANIEL P KLOTZBACH | |||||||
| VP BUS & FIN | 40.00 | X | 154339 | 0 | 33189 | ||
| JONATHAN GREEN | |||||||
| PROVOST | 40.00 | X | 75400 | 0 | 17613 | ||
| BENJAMIN RHODES | |||||||
| ASS VP ADVNC | 40.00 | 149907 | 0 | 33354 | X | ||
| DARRYL BROWN | |||||||
| PROFESSOR | 40.00 | 126421 | 0 | 24177 | X | ||
| MELVYN JETER | |||||||
| PROFESSOR | 40.00 | 126204 | 0 | 30498 | X | ||
| MILLARD JORGENSON | |||||||
| DIR PHYS PLT | 40.00 | 125709 | 0 | 30551 | X | ||
| JO LACY | |||||||
| PROFESSOR | 40.00 | 121150 | 0 | 22885 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1319384 | TotalReportableCompFromOrg |
| Total Other Compensation | 259358 | TotalOtherCompensation |
| Number Individuals GT100 K | 26 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SHEPLEY BULFINCH RICHARDSON & ABBO | |||||
| 2 SEAPORT LANE | BOSTON | MA | 02210 | ARCHITECTS | 552274 |
| STARK EXCAVATING | |||||
| 1805 E WASHINGTON STREET | BLOOMINGTON | IL | 61701 | EXCAVATION | 395809 |
| SWEENEY BROS | |||||
| 11 WESTPORT CT | BLOOMINGTON | IL | 61704 | FLOORING CONTRA | 306245 |
| SUNGARD HE | |||||
| 14083 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | IT CONSULTING | 247101 |
| ROYALL & COMPANY | |||||
| 1920 EAST PARHAM ROAD | RICHMOND | VA | 23228 | ADMISSIONS CONS | 231700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 14 | NumberOfContractorsGT100K |
| Government Grants | 636989 | GovernmentGrants |
| All Other Contributions | 7547148 | AllOtherContributions |
| Noncash Contributions | 1148897 | NoncashContributions |
| Total Contributions | 8184137 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Business CodeBusinessCode | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| NET TUITION AND FEES | 44194544 | 44194544 | ||
| AUXILLIARY ENTERPRISES | 13354541 | 13354541 | ||
| OTHER EDUCATION AND GENERAL | 1097276 | 1097276 | ||
| AUXILLIARY ENTERPR 990T INCOM | 286251 | 722320 | 286251 | |
| AUXILLIARY ENT-ROOM CREDITS | 269327 | 269327 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 69035 | TotalRevenueColumn |
| Related Or Exempt Function Income | 69035 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 59270974 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1622232 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1624723 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -2491 | UnrelatedBusinessRevenue |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2340549 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 438386 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1902163 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1902163 | TotalRevenueColumn |
| Exclusion | $1,902,163 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17439130 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15717359 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1721771 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1721771 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1721771 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STUDENT LOAN INTEREST | Description |
| Total Revenue Column | 189927 | TotalRevenueColumn |
| Related Or Exempt Function Income | 189927 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 189927 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 72891204 | TotalRevenueColumn |
| Related Or Exempt Function Income | 62521144 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 283760 | UnrelatedBusinessRevenue |
| Exclusion | $1,902,163 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 778427 | Total |
| Management And General | 478050 | ManagementAndGeneral |
| Fundraising | 300377 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30535816 | Total |
| Program Services | 26971798 | ProgramServices |
| Management And General | 1827726 | ManagementAndGeneral |
| Fundraising | 1736292 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1331043 | Total |
| Program Services | 1111831 | ProgramServices |
| Management And General | 124520 | ManagementAndGeneral |
| Fundraising | 94692 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5111745 | Total |
| Program Services | 4390580 | ProgramServices |
| Management And General | 380911 | ManagementAndGeneral |
| Fundraising | 340254 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2077318 | Total |
| Program Services | 1790201 | ProgramServices |
| Management And General | 149174 | ManagementAndGeneral |
| Fundraising | 137943 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133718 | Total |
| Management And General | 133718 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130358 | Total |
| Management And General | 130358 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54828 | Total |
| Fundraising | 54828 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77377 | Total |
| Management And General | 77377 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 391339 | Total |
| Program Services | 289235 | ProgramServices |
| Management And General | 95298 | ManagementAndGeneral |
| Fundraising | 6806 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77457 | Total |
| Program Services | 57055 | ProgramServices |
| Management And General | 7271 | ManagementAndGeneral |
| Fundraising | 13131 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3755131 | Total |
| Program Services | 3327512 | ProgramServices |
| Fundraising | 427619 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 540446 | Total |
| Program Services | 346090 | ProgramServices |
| Management And General | 188650 | ManagementAndGeneral |
| Fundraising | 5706 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6120 | Total |
| Program Services | 6120 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6583994 | Total |
| Program Services | 6559539 | ProgramServices |
| Management And General | 2411 | ManagementAndGeneral |
| Fundraising | 22044 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1259668 | Total |
| Program Services | 1010206 | ProgramServices |
| Management And General | 40435 | ManagementAndGeneral |
| Fundraising | 209027 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 922345 | Total |
| Program Services | 849504 | ProgramServices |
| Management And General | 22841 | ManagementAndGeneral |
| Fundraising | 50000 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2899998 | Total |
| Program Services | 2899998 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4555116 | Total |
| Program Services | 4555116 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1166218 | Total |
| Program Services | 1164013 | ProgramServices |
| Management And General | 2205 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| AUXILIARY ENTERPRISES | 5389972 | 5389972 |
| TUITION EXTERNAL PROGRAMS | 1619992 | 1619992 |
| TUITION REMISSION | 1602894 | 1602894 |
| ADMISSION APPLICATION SRV | 386438 | 386438 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1271283 | Total |
| Program Services | 1110991 | ProgramServices |
| Management And General | 37381 | ManagementAndGeneral |
| Fundraising | 122911 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72659041 | Total |
| Program Services | 65439085 | ProgramServices |
| Management And General | 3698326 | ManagementAndGeneral |
| Fundraising | 3521630 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71915 | BOY |
| EOY | 71808 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12604576 | BOY |
| EOY | 16500446 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8350169 | BOY |
| EOY | 5238950 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1308041 | BOY |
| EOY | 918362 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8798693 | BOY |
| EOY | 8824242 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 707262 | BOY |
| EOY | 682209 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2421817 | BOY |
| EOY | 2499164 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 265822453 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 80397489 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 173022919 | BOY |
| EOY | 185424964 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138146047 | BOY |
| EOY | 134238691 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2479830 | BOY |
| EOY | 2597281 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 347911269 | BOY |
| EOY | 356996117 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2606943 | BOY |
| EOY | 3325561 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8428584 | BOY |
| EOY | 8454630 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77491453 | BOY |
| EOY | 82312170 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32711405 | BOY |
| EOY | 33435383 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121238385 | BOY |
| EOY | 127527744 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 131815616 | BOY |
| EOY | 134350559 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27911233 | BOY |
| EOY | 26312635 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66946035 | BOY |
| EOY | 68805179 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 226672884 | BOY |
| EOY | 229468373 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 347911269 | BOY |
| EOY | 356996117 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 232163 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2563326 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 912206 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 199154936 | BeginningOfYearBalance |
| Contributions | 2337700 | Contributions |
| Investment Earnings Or Losses | 9124134 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 9563326 | GrantsOrScholarships |
| Other Expenditures | 87662 | OtherExpenditures |
| Administrative Expenses | 387273 | AdministrativeExpenses |
| End Of Year Balance | 200578509 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 175580385 | BeginningOfYearBalance |
| Contributions | 1659942 | Contributions |
| Investment Earnings Or Losses | 31418779 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 9000535 | GrantsOrScholarships |
| Other Expenditures | 60204 | OtherExpenditures |
| Administrative Expenses | 443431 | AdministrativeExpenses |
| End Of Year Balance | 199154936 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 167969559 | BeginningOfYearBalance |
| Contributions | 1248996 | Contributions |
| Investment Earnings Or Losses | 15803495 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 8965815 | GrantsOrScholarships |
| Other Expenditures | 61266 | OtherExpenditures |
| Administrative Expenses | 414584 | AdministrativeExpenses |
| End Of Year Balance | 175580385 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 161019859 | BeginningOfYearBalance |
| Contributions | 4674194 | Contributions |
| Investment Earnings Or Losses | 12228499 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 9476423 | GrantsOrScholarships |
| Other Expenditures | 45739 | OtherExpenditures |
| Administrative Expenses | 430831 | AdministrativeExpenses |
| End Of Year Balance | 167969559 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.52100 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.43900 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.04000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 55509073 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 8694056 | OtherCostOrOtherBasis |
| Book Value | 64203129 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1954573 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 180362178 | OtherCostOrOtherBasis |
| Depreciation | 80397489 | Depreciation |
| Book Value | 101919262 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19302573 | OtherCostOrOtherBasis |
| Book Value | 19302573 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 185424964 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED POSTRETIREMENT BENEFITS | $13,812,000 |
| ANNUITIES PAYABLE | $10,824,347 |
| REFUNDABLE US GOVERNMENT GRANTS | $3,957,455 |
| ASSET RETIREMENT OBLIGATION | $3,086,401 |
| INTEREST RATE SWAP | $1,512,935 |
| AGENCY FUNDS | $242,245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 33435383 | TotalOfAmounts |
| Total Revenue | 72891204 | TotalRevenue |
| Total Expenses | 72659041 | TotalExpenses |
| Excess Or Deficit For Year | 232163 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 5281150 | NetUnrealizedGLOnInvestments |
| Other | -$2,717,824 | OtherAmount |
| Total Adjustments | 2563326 | TotalAdjustments |
| Excess Or Deficit Per FS | 2795489 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 78172354 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 5281150 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 5281150 | RevenueNotRptdF990 |
| Revenue Subtotal | 72891204 | RevenueSubtotal |
| Total Revenue Per Form990 | 72891204 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 75376865 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 2717824 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2717824 | ExpensesNotRptdF990 |
| Expenses Subtotal | 72659041 | ExpensesSubtotal |
| Total Expenses Per Form990 | 72659041 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USES FOR ENDOWMENT FUNDS | SCHEDULE D, PAGE 2, PART V, LINE 4 | ENDOWMENT FUNDS ARE INTENDED TO PROVIDE FINANCIAL SUPPORT FOR SCHOLARSHIPS, SCHOLARLY ACHIEVEMENT, PROGRAM SUPPORT AND OTHER FUNCTIONS OF THE UNIVERSITY CONSISTENT WITH DONOR INTENT. FINANCIAL SUPPORT IS PROVIDED FROM INVESTMENT INCOME OF THE ENDOWED CORPUS, WHICH IS INVESTED TO PROVIDE INCOME IN PERPETUITY. |
| LIABILITY UNDER FIN 48 FOOTNOTE | SCHEDULE D, PAGE 3, PART X | IN ACCORDANCE WITH U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE UNIVERSITY RECOGNIZES THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. BASED UPON THIS PRACTICE THE UNIVERSITY, AS OF JULY 31, 2012, HAS NOT RECORDED A LIABILITY FOR ANY UNRECOGNIZED TAX BENEFITS. |
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | CHANGE IN SPLIT INTEREST AGREEMENT OBLIGATIONS -645,610 RECOGNITION OF CHANGE IN POSTRETIRMENT FUNDED STATUS -1,300,000 CHANGE IN PRESENT VALUE OF SWAP AGREEMENT -554,600 LOSS ON DEBT EXTINGUISHMENT -217,614 |
| EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 2D | CHANGE IN SPLIT INTEREST AGREEMENT OBLIGATIONS 645,610 RECOGNITION OF CHANGE IN POSTRETIRMENT FUNDED STATUS 1,300,000 CHANGE IN PRESENT VALUE OF SWAP AGREEMENT 554,600 LOSS ON DEBT EXTINGUISHMENT 217,614 |
| SUPPLEMENTAL FINANCIAL INFORMATION | SCHEDULE D, PAGE 4, PART XIV | CONTRIBUTED COLLECTIONS SUCH AS WORKS OF ART AND HISTORICAL TREASURES, WHERE NO APPRAISED VALUE WAS ATTAINABLE AT TIME OF RECEIPT, ARE NOT RECOGNIZED AS REVENUE AND HAVE NOT BEEN CAPITALIZED, OR DEPRECIATED. A COLLECTION OF TRADITIONAL PUEBLO POTTERY AND A FEW WOODEN AND BASKETRY OBJECTS WAS PRESENTED TO THE UNIVERSITY IN THE MID 1880'S BY JOHN WESLEY POWELL. THE COLLECTION IS PRESERVED BY THE UNIVERSITY AND IS ON DISPLAY IN THE AMES LIBRARY. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FINANCIAL AID OR GOVERNMENT ASSISTANCE EXPLANATION | Identifier |
| Return Reference | SCHEDULE E LINE 6 | ReturnReference |
| Explanation | THE UNIVERSITY ADMINISTERS FINANCIAL AID GRANTS FROM THE FEDERAL GOVERNMENT AND STATE OF ILLINOIS INCLUDING FEDERAL COLLEGE WORK STUDY THE UNIVERSITY RECEIVES INDIRECT COST SHARE AS PART OF RESEARCH GRANTS FROM VARIOUS GOVERNMENTAL AGENCIES LIKE THE NATIONAL SCIENCE FOUNDATION | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| LONDON, ENGLAND | PROGRAM SERVICE | STUDY ABROAD | 264621 |
| BARCELONA, SPAIN | PROGRAM SERVICE | STUDY ABROAD | 299764 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 564385 | SubtotalAmountSpent |
| Total Amount Spent | 564385 | TotalAmountSpent |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | LONDON, ENGLAND 264,621 0 BARCELONA, SPAIN 299,764 0 | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON GROSSNICKLE AND ASSOCIATES | BusinessNameLine1 |
| Business Name Line2 | JOHNSON GROSSNICKE AND ASSOCIATES | BusinessNameLine2 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 SOUTH PARK BLVD | AddressLine1 |
| City | GREENWOOD | City |
| State | IN | State |
| ZIP Code | 46143 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTANT | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Amount Retained By Contractor | 54828 | AmountRetainedByContractor |
| Net To Organization | -54828 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 54828 | TotalRetainedByContractors |
| Total Net To Organization | -54828 | TotalNetToOrganization |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FUNDRAISING VS REIMBURSEMENT EXPLANATION | Identifier |
| Return Reference | SCHEDULE G PAGE 1 PART I LINE 2B COLUMN V | ReturnReference |
| Explanation | JOHNSON GROSSNICKLE AND ASSOCIATES JOHNSON GROSSNICKE AND ASSOCIATES CAMPAIGN CONSULTANT | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|
| RICHARD F WILSON | ||
| 283204 | 33660 | 316864 |
| MARTIN SMITH | ||
| 157050 | 33431 | 190481 |
| DANIEL P KLOTZBACH | ||
| 154339 | 33189 | 187528 |
| BENJAMIN RHODES | ||
| 149907 | 33354 | 183261 |
| DARRYL BROWN | ||
| 126421 | 24177 | 150598 |
| MELVYN JETER | ||
| 126204 | 30498 | 156702 |
| MILLARD JORGENSON | ||
| 125709 | 30551 | 156260 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FRINGE OR EXPENSE EXPLANATION | Identifier |
| Return Reference | SCHEDULE J, PAGE 1, PART I, LINE 1A | ReturnReference |
| Explanation | TRAVEL FOR COMPANIONS - SPOUSAL TRAVEL IS LIMITED TO OCCASIONS THAT HAVE A BUSINESS PURPOSE AND THE DOCUMENTATION IS REQUIRED WITH EXPENSE VOUCHER TO SUPPORT THE BUSINESS PURPOSE. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE - THE PRESIDENT IS PROVIDED A RESIDENCE ON CAMPUS AND IS REQUIRED TO LIVE IN THIS RESIDENCE PER EMPLOYMENT CONTRACT. THIS RESIDENCE IS USED TO HOST SEVERAL UNIVERSITY SPONSORED FUNCTIONS THROUGOUT THE YEAR. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - COUNTRY CLUB DUES ARE REIMBURSED FOR THE PRESIDENT AND VICE PRESIDENT OF ADVANCEMENT. MEMBERSHIP IN THIS COUNTRY CLUB IS A CONDITION OF EMPLOYMENT AND IS DEEMED CRITICAL FOR FUNDRAISING AND COMMUNITY SUPPORT. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| ILLINOIS EDUCATIONAL FACILITIES AUT | |||||||
| 370662594 | 045200BXR | 2006-02-01 | 14260000 | REFINANCE SERIES 97 BONDS PURCH SPRINKLER SYSTEMS | false | false | false |
| ILLINOIS EDUCATIONAL FACILITIES AUT | |||||||
| 370662594 | 045200BR7 | 2006-12-01 | 31930000 | REFINANCE SERIES 2001 BONDS PURCHASE SPRINKLER SYSTEMS | false | false | false |
| ILLINOIS FACILITIES AUTHORITY | |||||||
| 370662594 | 45200FLF4 | 2008-06-24 | 30410000 | REFINANCE SERIES 2003 BONDS | false | false | false |
| ILLINOIS FINANCEAUTHORITYSERIES2012 | |||||||
| 370662594 | 45203HHPO | 2012-05-30 | 12900000 | REFINANCE SERIES 2001 BONDS | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|
| 910000 | 14260000 | 426680 | 2008 | false | false | true | true |
| 475000 | 31930000 | 873278 | 2008 | false | false | true | true |
| 4800000 | 30410000 | 315379 | 2004 | false | false | true | true |
| 12900000 | 301416 | true | false | false | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|
| false | false | false | false | false | false | true |
| false | false | false | false | false | false | true |
| false | false | false | false | false | false | true |
| false | false | false | false | false | false | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| false | false | false | false | false | false |
| false | false | false | false | false | false |
| false | true | false | false | false | false |
| false | true | false | false | false | false |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PURPOSE OF ISSUE DESCRIPTION | Identifier |
| Return Reference | SCHEDULE K | ReturnReference |
| Explanation | ILLINOIS FINANCEAUTHORITYSERIES2012 REFINANCE SERIES 2001 BONDS AND FINANCE CONSTRUCTION OF APARTMENT STYLE STUDENT RESIDENCES | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 300 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 29 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1141973 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | OTHER | Description |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 6624 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 30 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS | Identifier |
| Return Reference | SCHEDULE M, PAGE 1, PART I, LINE 32B | ReturnReference |
| Explanation | MAINTAIN A BROKERAGE ACCOUNT WITH WELLS FARGO ADVISORS TO RECEIVE AND LIQUIDATE GIFTS OF MARKETABLE SECURITIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | THE UNIVERSITY STRIVES TO ATTAIN THE IDEAL OF A LIBERAL EDUCATION WHILE PROVIDING UNIQUE OPPORTUNITIES WITH ITS DISTINCTIVE CURRICULA AND PROGRAMS. A LIBERAL EDUCATION FOSTERS CREATIVITY, CRITICAL THINKING, EFFECTIVE COMMUNICATION, STRENGTH OF CHARACTER AND A SPIRIT OF INQUIRY; IT DEEPENS THE SPECIALIZED KNOWLEDGE OF A DISCIPLINE WITH A COMPREHENSIVE WORLD VIEW. |
| EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS | FORM 990, PAGE 1, PART I, LINE 6 | VOLUNTEERS PARTICIPATE IN VARIOUS ACADEMIC, CAMPUS AND ALUMNI EVENTS LIKE HOMECOMING AND ALUMNI RELATIONS CONNECTIONS EVENTS. ACADEMIC VOLUNTEERS SPEAK TO CLASSES, ACT AS MENTORS AND HOST STUDENT VISITS TO VARIOUS WORKPLACES. |
| ALL OTHER ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4D | INSTRUCTION TO OVER 2,050 STUDENTS FOR BACCALAUREATE DEGREES IN THE LIBERAL ARTS AND SCIENCES, NURSING, FINE ARTS, DRAMA AND MUSIC. STUDENT SERVICES INCLUDE EDUCATION, HOUSING, AND BOARD. |
| AUTHORITY DELEGATED TO COMMITTEE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 1A | IN ACCORDANCE WITH THE BY-LAWS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE SHALL MEET AT LEAST ONCE BETWEEN REGULAR MEETINGS OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE THE AUTHORITY OF THE BOARD IN THE INTERIM BETWEEN STATED MEETINGS OF THE BOARD TO THE EXTENT PERMITTED BY LAW AND THE BY-LAWS AND THE BOARD ITSELF, EXCEPT THAT THE EXECUTIVE COMMITTEE SHALL NOT CONDUCT ELECTIONS OF THE BOARD MEMBERS, NOR FILL VACANCIES ON THE BOARD. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | IT IS THE POLICY OF THE BOARD OF TRUSTEES OF ILLINOIS WESLEYAN UNIVERSITY THAT THE AUDIT COMMITTEE SHALL REVIEW INTERNAL REVENUE SERVICES FORM 990 PRIOR TO FILING IT WITH THE IRS. ONCE THE AUDIT COMMITTEE HAS REVIEWED IRS FORM 990, A COPY SHALL BE MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING OF FORM 990. BOARD MEMBERS SHALL EXERCISE THEIR BEST EFFORT TO REVIEW FORM 990. BOARD MEMBERS WHO HAVE COMMENTS OR REVISIONS TO FORM 990 SHALL SUBMIT THOSE COMMENTS OR REVISIONS TO THE AUDIT COMMITTEE CHAIR OR VICE CHAIR NO LATER THAN ONE WEEK FOLLOWING NOTIFICATION OF THE AVAILABILITY OF THE FORM 990 BEING POSTED FOR REVIEW. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | AN ANNUAL CONFLICT OF INTEREST STATEMENT IS COLLECTED FROM TRUSTEES AND KEY EMPLOYEES. REMINDERS ARE SENT TO TRUSTEES AND KEY EMPLOYEES WITH OUTSTANDING STATEMENTS UNTIL RECEIVED. CONFLICTS DISCLOSED ARE REVIEWED AND MONITORED. TRUSTEES ABSTAIN FROM VOTING WHEN A VOTE IS REQUIRED AND THE TRUSTEE HAS A CONFLICT OF INTEREST. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THE PRESIDENT'S SALARY IS APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AND A WRITTEN AGREEMENT IS SIGNED BY BOTH PARTIES. SALARY AMOUNT IS BASED ON, BUT NOT LIMITED TO: PRIOR SALARY, BUDGETED COMPENSATION INCREASE TO ALL EMPLOYEES OF THE UNIVERSITY, PERFORMANCE, CHANGES IN RESPONSIBILITY, COMPARATIVE DATA FROM CUPA AND OTHER RELEVANT FACTORS AS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | VICE PRESIDENTS SALARIES ARE APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. SALARY AMOUNTS ARE BASED ON, BUT NOT LIMITED TO: PRIOR SALARY, BUDGETED COMPENSATION INCREASE TO ALL EMPLOYEES OF THE UNIVERSITY, PERFORMANCE, CHANGES IN RESPONSIBILITY, COMPARATIVE DATA FROM CUPA AND OTHER RELEVANT FACTORS AS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | THE UNIVERSITY DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. REQUESTS FOR SUCH DATA ARE REVIEWED AND INFORMATION IS PROVIDED IF DEEMED APPROPRIATE. |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 5 | NET UNREALIZED GAINS ON INVESTMENTS 5,281,150 CHANGE IN SPLIT INTEREST AGREEMENT OBLIGATIONS -645,610 RECOGNITION OF CHANGE IN POSTRETIREMENT FUNDED STATUS -1,300,000 CHANGE IN PRESENT VALUE OF SWAP AGREEMENT -554,600 LOSS ON DEBT EXTINGUISHMENT -217,614 |
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