WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSIT: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSIT (EIN 39-1039417)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-12-12
- IRS object ID
- 201313469349300121
- Schema version
- 2012v2.1
- 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 C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-12-12T13:05:12-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390859910 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E WISCONSIN AVENUE 32ND FLOOR | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391039417 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN ASSOCIATION OF INDEPENDENT | BusinessNameLine1 |
| Business Name Line2 | COLLEGES AND UNIVERSITIES INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WISC | NameControl |
| Phone | 6082567761 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 W WASHINGTON AVENUE NO 700 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53703 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROLF WEGENKE | Name |
| Title | PRESIDENT | Title |
| Phone | 6082567761 | Phone |
| Date Signed | 2013-12-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TROY E MARINE CPA | Name |
| PTIN | P00187863 | PTIN |
| Phone | 4147775500 | Phone |
| Date Prepared | 2013-12-04 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROLF WEGENKE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 W WASHINGTON AVENUE NO 700 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53703 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5250676 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WAICU.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1962 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | PROMOTE AND FACILITATE SERVICES TO WISCONSIN'S PRIVATE NONPROFIT COLLEGES AND UNIVERSITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 17 | TotalNbrEmployees |
| Total Nbr Volunteers | 28 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2209689 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1038874 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2331529 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2552650 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 351686 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1249685 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4892904 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4841209 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1082253 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 818227 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1805365 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1795931 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 143966 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1140180 | OtherExpensePriorYear |
| Other Expenses Current Year | 1582716 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4027798 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4196874 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 865106 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 644335 | RevenuesLessExpensesCY |
| Total Assets BOY | 14057829 | TotalAssetsBOY |
| Total Assets EOY | 15054128 | TotalAssetsEOY |
| Total Liabilities BOY | 675906 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 792613 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13381923 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 14261515 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PROMOTE AND FACILITATE SERVICES TO WISCONSIN'S PRIVATE NONPROFIT COLLEGES AND UNIVERSITIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1052675 | Expense |
| Revenue | 1052675 | Revenue |
| Description | COLLABORATIVE SERVICES - THE WAICU COLLABORATION PROJECT IS A COMPREHENSIVE INITIATIVE TO PERFORM ADMINISTRATIVE SUPPORT FUNCTIONS OF WISCONSIN'S TWENTY-THREE PRIVATE NONPROFIT COLLEGES AND UNIVERSITIES ON A COLLABORATIVE BASIS. THE OBJECTIVES ARE TO SAVE MONEY, TO IMPROVE THE QUALITY OF SERVICES TO STUDENTS, FACULTY, AND STAFF, AND TO SERVE AS A NATIONAL MODEL FOR CONTROLLING COLLEGE COSTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 710353 | Expense |
| Revenue | 710353 | Revenue |
| Description | STUDENT ACCESS - WAICU HAS ORGANIZED JOINT ADMISSION PROGRAMS SINCE 1978, CURRENTLY LOGGING MORE THAN 300,000 CONTACTS WITH POTENTIAL STUDENTS AND THEIR PARENTS AND COUNSELORS EACH YEAR. WAICU'S ADMISSION PROGRAMS ARE SPECIFICALLY DESIGNED TO REINFORCE THE STUDENT RECRUITMENT EFFORTS OF MEMBERS. WAICU'S ROLE IS TO HIGHLIGHT THE AFFORDABILITY AND OPPORTUNITIES QUALITY OF WISCONSIN'S PRIVATE NONPROFIT COLLEGES AND TO CREATE OPPORTUNITIES FOR STUDENTS AND COUNSELORS TO CONSIDER PRIVATE NONPROFIT COLLEGES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 970077 | Expense |
| Grants | 818227 | Grants |
| Revenue | 151850 | Revenue |
| Description | SCHOLARSHIPS - THE ORGANIZATION AWARDS ON AN ANNUAL BASIS MORE THAN $800,000 TO ALMOST 200 PRIVATE COLLEGE STUDENTS. IN ADDITION THEY MANAGE A TOTAL OF FIVE ENDOWED SCHOLARSHIP PROGRAMS VALUED AT APPROXIMATELY $10.8 MILLION. THESE SCHOLARSHIPS ALLOW MANY STUDENTS TO CONTINUE THEIR COLLEGE EDUCATION. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 922714 | Expense |
| Revenue | 637772 | Revenue |
| Description | OTHER PROGRAM SERVICES | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 922714 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 637772 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 3655819 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 31 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 17 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIZA SIMON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6082567761 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 W WASHINGTON AVENUE NO 700 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53703 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| MARY J MEEHAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CONNIE BOERST | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| H SCOTT BIERMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JAMES LOFTUS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DOUGLAS N HASTAD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| F GREGORY CAMPBELL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JILL WINTERS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PATRICK T FERRY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DANIEL J CAREY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DANIEL ECK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JILL BECK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT FALE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| FR SCOTT R PILARZ | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOHN R RAYMOND | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| NEIL HOFFMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| HERMANN VIETS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| EILEEN SCHWALBACH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL MILLER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ZACH P MESSITTE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS KUNKEL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CHRIS DOMES | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD ARTMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DANIEL W JOHNSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROLF WEGENKE | |||||||
| PRESIDENT | 40.00 | 302931 | 0 | 44189 | X | ||
| LIZA SIMON | |||||||
| SR. VP FOR FINANCE AND OPERATIONS | 40.00 | 69016 | 0 | 12529 | X | ||
| RODNEY L OPSAL | |||||||
| SR. VP FOR COLLABORATIVE SERVICES | 12.00 | 150921 | 0 | 36587 | X | ||
| WENDY L WINK | |||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | 110000 | 0 | 14138 | X | ||
| DEBORAH J MAHAFFEY | |||||||
| SR. VP FOR EDUCATIONAL SERVICES | 40.00 | 106358 | 0 | 17920 | X | ||
| WILLIAM J SCHULTZ | |||||||
| EXECUTIVE DIRECTOR, WAICU ETC | 10.00 | 110136 | 0 | 36115 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 849362 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 161478 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HOVDE PROPERTIES | |||||
| 122 W WASHINGTON AVENUE | MADISON | WI | 53703 | PROPERTY MANAGEMENT | 193254 |
| MARSH USA | |||||
| 96460 COLLECTION CENTER DRIVE | CHICAGO | IL | 60693 | RISK MANAGEMENT | 146949 |
| IBM CORP | |||||
| PO BOX 643600 | PITTSBURGH | PA | 152643600 | TECHNOLOGY | 116413 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Government Grants | 715664 | GovernmentGrants |
| All Other Contributions | 323210 | AllOtherContributions |
| Total Contributions | 1038874 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP DUES | 611710 | 1432731 | 1432731 |
| MEMBER SERVICES | 611710 | 1037073 | 1037073 |
| PRIVATE COLLEGE WEEK ADVERTISING | 611710 | 80000 | 80000 |
| MISCELLANEOUS PROGRAM | 611710 | 2846 | 2846 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2552650 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 287198 | TotalRevenueColumn |
| Exclusion | $287,198 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1371954 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 409467 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 962487 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 962487 | TotalRevenueColumn |
| Exclusion | $962,487 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4841209 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2552650 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,249,685 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 818227 | Total |
| Program Services | 818227 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 902477 | Total |
| Program Services | 576831 | ProgramServices |
| Management And General | 225087 | ManagementAndGeneral |
| Fundraising | 100559 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 489648 | Total |
| Program Services | 451836 | ProgramServices |
| Management And General | 29348 | ManagementAndGeneral |
| Fundraising | 8464 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56435 | Total |
| Program Services | 40221 | ProgramServices |
| Management And General | 11423 | ManagementAndGeneral |
| Fundraising | 4791 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 252531 | Total |
| Program Services | 216405 | ProgramServices |
| Management And General | 28445 | ManagementAndGeneral |
| Fundraising | 7681 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94840 | Total |
| Program Services | 74291 | ProgramServices |
| Management And General | 14714 | ManagementAndGeneral |
| Fundraising | 5835 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23945 | Total |
| Program Services | 22881 | ProgramServices |
| Management And General | 774 | ManagementAndGeneral |
| Fundraising | 290 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17195 | Total |
| Program Services | 16627 | ProgramServices |
| Management And General | 413 | ManagementAndGeneral |
| Fundraising | 155 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43710 | Total |
| Management And General | 43710 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155654 | Total |
| Program Services | 151686 | ProgramServices |
| Management And General | 2886 | ManagementAndGeneral |
| Fundraising | 1082 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 352737 | Total |
| Program Services | 332986 | ProgramServices |
| Management And General | 14364 | ManagementAndGeneral |
| Fundraising | 5387 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142005 | Total |
| Program Services | 141557 | ProgramServices |
| Management And General | 326 | ManagementAndGeneral |
| Fundraising | 122 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296217 | Total |
| Program Services | 283417 | ProgramServices |
| Management And General | 9309 | ManagementAndGeneral |
| Fundraising | 3491 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68537 | Total |
| Program Services | 64250 | ProgramServices |
| Management And General | 3118 | ManagementAndGeneral |
| Fundraising | 1169 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9 | Total |
| Program Services | 8 | ProgramServices |
| Management And General | 1 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29739 | Total |
| Program Services | 24930 | ProgramServices |
| Management And General | 3497 | ManagementAndGeneral |
| Fundraising | 1312 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46957 | Total |
| Program Services | 44364 | ProgramServices |
| Management And General | 1886 | ManagementAndGeneral |
| Fundraising | 707 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| LDS DISBURSEMENTS TO ME | 270000 | 270000 | ||
| DUES & SUBSCRIPTIONS | 56700 | 47573 | 6638 | 2489 |
| MEMBER SERVICES | 47664 | 47007 | 478 | 179 |
| DATA CENTER | 22160 | 22160 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9487 | Total |
| Program Services | 8562 | ProgramServices |
| Management And General | 672 | ManagementAndGeneral |
| Fundraising | 253 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4196874 | Total |
| Program Services | 3655819 | ProgramServices |
| Management And General | 397089 | ManagementAndGeneral |
| Fundraising | 143966 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 873733 | BOY |
| EOY | 1013395 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 184282 | BOY |
| EOY | 295190 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68319 | BOY |
| EOY | 78874 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59654 | BOY |
| EOY | 195197 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 384152 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 231432 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117964 | BOY |
| EOY | 152720 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12499627 | BOY |
| EOY | 13318752 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 254250 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14057829 | BOY |
| EOY | 15054128 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126666 | BOY |
| EOY | 249516 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 188072 | BOY |
| EOY | 214647 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113265 | BOY |
| EOY | 128047 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 247903 | BOY |
| EOY | 200403 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 675906 | BOY |
| EOY | 792613 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 718528 | BOY |
| EOY | 966670 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2497340 | BOY |
| EOY | 3128790 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10166055 | BOY |
| EOY | 10166055 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13381923 | BOY |
| EOY | 14261515 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14057829 | BOY |
| EOY | 15054128 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 644335 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 235258 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 548630 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 512250 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 462133 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2209689 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1038874 | CurrentTaxYear |
| Total | 4771576 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1946567 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2026919 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2215131 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2331529 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2552650 | CurrentTaxYear |
| Total | 11072796 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2495197 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2539169 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2677264 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4541218 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3591524 | CurrentTaxYear |
| Total | 15844372 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 512250 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 450103 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2197069 | CurrentTaxYearMinus1Year |
| Current Tax Year | 114648 | CurrentTaxYear |
| Total | 3274070 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 512250 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 450103 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2197069 | CurrentTaxYearMinus1Year |
| Current Tax Year | 114648 | CurrentTaxYear |
| Total | 3274070 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 12570302 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14696 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7895 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 110128 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 241872 | CurrentTaxYearMinus1Year |
| Current Tax Year | 286108 | CurrentTaxYear |
| Total | 660699 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14696 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7895 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 110128 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 241872 | CurrentTaxYearMinus1Year |
| Current Tax Year | 286108 | CurrentTaxYear |
| Total | 660699 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2509893 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2547064 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2787392 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4783090 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3877632 | CurrentTaxYear |
| Total | 16505071 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.76160 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.75250 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.04000 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02780 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 179921 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 179921 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 3475898 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 3655819 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 332791 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 83198 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 267462 | CurrentYearMinus3 |
| Current Year Minus2 | 325615 | CurrentYearMinus2 |
| Current Year Minus1 | 349422 | CurrentYearMinus1 |
| Current Year | 332791 | CurrentYear |
| Total | 1275290 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,912,935 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 29811 | CurrentYearMinus3 |
| Current Year Minus2 | 65995 | CurrentYearMinus2 |
| Current Year Minus1 | 41230 | CurrentYearMinus1 |
| Current Year | 179921 | CurrentYear |
| Total | 316957 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 66866 | CurrentYearMinus3 |
| Current Year Minus2 | 81404 | CurrentYearMinus2 |
| Current Year Minus1 | 87356 | CurrentYearMinus1 |
| Current Year | 83198 | CurrentYear |
| Total | 318824 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $478,236 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10228892 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1208821 | InvestmentEarningsOrLosses |
| Other Expenditures | 579724 | OtherExpenditures |
| End Of Year Balance | 10857989 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9797721 | BeginningOfYearBalance |
| Contributions | 1135751 | Contributions |
| Investment Earnings Or Losses | 170989 | InvestmentEarningsOrLosses |
| Other Expenditures | 875569 | OtherExpenditures |
| End Of Year Balance | 10228892 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | 9867724 | Contributions |
| Investment Earnings Or Losses | 408061 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 478064 | GrantsOrScholarships |
| End Of Year Balance | 9797721 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.93630 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.06370 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 144701 | OtherCostOrOtherBasis |
| Depreciation | 75488 | Depreciation |
| Book Value | 69213 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 92194 | OtherCostOrOtherBasis |
| Depreciation | 66839 | Depreciation |
| Book Value | 25355 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 147257 | OtherCostOrOtherBasis |
| Depreciation | 89105 | Depreciation |
| Book Value | 58152 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 152720 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SCHOLARSHIP OBLIGATION | Description |
| Amount | $200,403 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 200403 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 5032757 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 235258 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 235258 | RevenueNotRptdF990 |
| Revenue Subtotal | 4797499 | RevenueSubtotal |
| Investment Expenses Not Included | 43710 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 43710 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4841209 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4153165 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4153165 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 43710 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 43710 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4196875 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| Explanation | THE ENDOWMENT FUNDS ARE USED FOR SCHOLARSHIPS, INTERN STIPENDS, AND PROGRAM SUPPORT. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS | 196 | 778027 |
| INTERN STIPENDS | 38 | 40200 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: RECIPIENTS MUST MEET ELIGIBILITY REQUIREMENTS TO RECEIVE GRANTS ADMINISTERED BY WAICU. WAICU REQUIRES THAT THE NECESSARY DOCUMENTATION BE SUBMITTED PRIOR TO ISSUING CHECKS. THE DOCUMENTATION IS REVIEWED BY THE APPROPRIATE WAICU PERSONNEL AND APPROVED FOR DISBURSEMENT OF FUNDS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROLF WEGENKE | ||||||||||||||
| PRESIDENT | 302931 | 0 | 0 | 0 | 0 | 0 | 15298 | 0 | 28891 | 0 | 347120 | 0 | 0 | 0 |
| RODNEY L OPSAL | ||||||||||||||
| SR. VP FOR COLLABORATIVE SERVICES | 150921 | 0 | 0 | 0 | 0 | 0 | 7696 | 0 | 28891 | 0 | 187508 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT OF THE FORM 990 IS MAILED TO THE EXECUTIVE COMMITTEE TWO WEEKS PRIOR TO ITS FALL MEETING. AT THIS MEETING THE COMMITTEE DISCUSSES ANY SUGGESTED CHANGES. THE COMMITTEE THEN VOTES ON WHETHER TO RECOMMEND THAT THE FULL BOARD OF DIRECTORS ACCEPT THE REVISED DRAFT OF THE RETURN. THE FULL BOARD OF DIRECTORS VOTES AT ITS FALL MEETING TO ACCEPT THE PREPARED FORM 990 FOR FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES COMPLETE A FORM TO DISCLOSE ALL CONFLICTS OF INTEREST. THE COMPLETED AND SIGNED FORMS ARE REVIEWED AND KEPT AT WAICU'S OFFICE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE CONDUCTS AN ANNUAL PERFORMANCE REVIEW OF THE PRESIDENT. THE COMMITTEE REVIEWS A STUDY PREPARED BY THE CALIFORNIA PRIVATE COLLEGE ASSOCIATION ON BEHALF OF THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES STATE EXECUTIVES (NAICUSE) AND ANOTHER STUDY PREPARED BY THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES (CUPA-HR) WHEN CONSIDERING COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST. |
| FORM 990, PART XII, LINE 2 C | NO CHANGES HAVE BEEN MADE FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAICU EDUCATIONAL TECHNOLOGY CONSORTIUM INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 W WASHINGTON AVENUE SUITE 700 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53703 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203202578 | EIN |
| Primary Activities | PURCHASE/IMPLEMENT IT FOR MEMBERS | PrimaryActivities |
| Legal Domicile State | WI | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11A, I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAICU | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAICU EDUCATIONAL TECHNOLOGY CONSORTIUM INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionType |
| Amount Involved | 258072 | AmountInvolved |
| Method Of Amt Determination | FMV | MethodOfAmtDetermination |
Comments