WESTERN ILLINOIS UNIVERSITY FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN ILLINOIS UNIVERSITY FOUNDATION (EIN 37-6046814)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-12-23
- IRS object ID
- 201343579349300504
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-12-23T08:32:41-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371335003 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eck Schafer & Punke LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 East Adams | AddressLine1 |
| City | Springfield | City |
| State | IL | State |
| ZIP Code | 627011624 | 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 | 376046814 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Western Illinois University Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEST | NameControl |
| Phone | 3092981861 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 University Circle Sherman Hall No | AddressLine1 |
| Address Line2 | 303 | AddressLine2 |
| City | Macomb | City |
| State | IL | State |
| ZIP Code | 614551390 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | James Lodico | Name |
| Title | PRESIDENT | Title |
| Phone | 3092981861 | Phone |
| Date Signed | 2013-11-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Brent Leach | Name |
| PTIN | P00331592 | PTIN |
| Phone | 2175251111 | Phone |
| 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 | James Lodico | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 University Circle Sherman Hall No | AddressLine1 |
| Address Line2 | 303 | AddressLine2 |
| City | Macomb | City |
| State | IL | State |
| ZIP Code | 614551390 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8230726 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.wiu.edu/foundation | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1946 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | The mission of the WIU Foundation is to maximize private support for Western Illinois University to assist in advancing its core values of academic excellence, educational opportunity, personal growth, and social responsibility. Private support enables Western Illinois University to enhance educational opportunities for its students and advance its mission of instruction, research, and public service.Private assistance is sought and administered with the primary objective of serving purposes other than those for which the State of Illinois makes sufficient appropriations.These contributions, when added to State resources, add an extra dimension by supporting programs that might not otherwise be possible. Such generosity enables Western Illinois University to enhance educational opportunities for its students and advance its mission of instruction, research, and public service. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 31 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 31 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 375 | TotalNbrVolunteers |
| Total Gross UBI | 196202 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 174282 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6581823 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5851066 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1375859 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1391731 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 900140 | OtherRevenuePriorYear |
| Other Revenue Current Year | 777155 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8857822 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8019952 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2454964 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2558158 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 128009 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3999217 | OtherExpensePriorYear |
| Other Expenses Current Year | 3417004 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6454181 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5975162 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2403641 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2044790 | RevenuesLessExpensesCY |
| Total Assets BOY | 46217207 | TotalAssetsBOY |
| Total Assets EOY | 50251373 | TotalAssetsEOY |
| Total Liabilities BOY | 672619 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 666841 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 45544588 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 49584532 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Our mission is to maximize private support for Western Illinois University to assist in advancing its core values of academic excellence, educational opportunity, personal growth, and social responsibility. Private support enables Western Illinois University to enhance educational opportunities for its students and advance its mission of instruction, research, and public service. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2558158 | Expense |
| Grants | 2558158 | Grants |
| Description | Approximately, 2128 scholarships and awards were distributed during the year. Grant totals: Scholarships: $2,214,012; Faculty awards and grants $24,069; Education: $320,077 TOTAL: $2,558,158. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3093665 | Expense |
| Description | University: Provided financial support to departments, instructions, research, special projects, and other designated areas to enhance a variety of university programs. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 5651823 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | 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 | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 66 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 1 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 31 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 31 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | 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 | 1 | 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 | IL | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIU Foundation Office | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3092981861 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 University Circle Sherman Hall | AddressLine1 |
| City | Macomb | City |
| State | IL | State |
| ZIP Code | 614551390 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (35 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| James S Lodico | ||||||
| President | 0.60 | X | X | 0 | 0 | 0 |
| John D McMillan | ||||||
| Vice-President/Treasurer | 0.50 | X | X | 0 | 0 | 0 |
| Marlin L France | ||||||
| Secretary | 0.40 | X | X | 0 | 0 | 0 |
| Quinton D Baily | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| Larry T Balsamo | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| Robert K Baumann | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| Alfred D Boyer | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| Philip E Bradshaw | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| Patrick J Burke | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| Arthur D Chown | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| Donald H Dexter | ||||||
| Honorary Director | 0.10 | X | 0 | 0 | 0 | |
| Donald W Dieke | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| Lorraine Epperson | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| Nicholas H Estes | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| James R Garner | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| Charles C Gilbert | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| John E Hallwas | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| William W Hamman | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| Franklin M Hartzell | ||||||
| Honorary Director | 0.00 | X | 0 | 0 | 0 | |
| Burnell A Heinecke | ||||||
| Honorary Director | 0.10 | X | 0 | 0 | 0 | |
| Karen B Henderson | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| Lawrence J Horvath | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| Laura J Janus | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| Steven J McCann | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| J Dixson McRaven | ||||||
| Honorary Director | 0.10 | X | 0 | 0 | 0 | |
| David L Miller | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| Richard P Miller | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| Steven L Nelson | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| John C Shanklin | ||||||
| Honorary Director | 0.10 | X | 0 | 0 | 0 | |
| F Eugene Strode | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| Jacqueline K Thompson | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| Todd V Lester | ||||||
| Past President | 0.10 | X | 0 | 0 | 0 | |
| Ron G Peterson | ||||||
| Director | 0.10 | X | 0 | 0 | 0 | |
| Bradley L Bainter | ||||||
| Executive Director | 37.50 | X | 0 | 134670 | 19483 | |
| Holly Fecht | ||||||
| non-voting, ex-officio Dir | 37.50 | X | 0 | 49573 | 17606 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 184243 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 37089 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 54592 | FundraisingEvents |
| Government Grants | 79646 | GovernmentGrants |
| All Other Contributions | 5716828 | AllOtherContributions |
| Noncash Contributions | 418270 | NoncashContributions |
| Total Contributions | 5851066 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1400302 | TotalRevenueColumn |
| Exclusion | $1,400,302 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 148777 | TotalRevenueColumn |
| Exclusion | $148,777 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8571 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -8571 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -8571 | TotalRevenueColumn |
| Exclusion | -$8,571 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 301054 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 54592 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 202203 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 98851 | TotalRevenueColumn |
| Exclusion | $98,851 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Other income | 900099 | 365510 | 333325 | 32185 |
| Farm income | 111000 | 164017 | 164017 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 529527 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8019952 | TotalRevenueColumn |
| Related Or Exempt Function Income | 333325 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 196202 | UnrelatedBusinessRevenue |
| Exclusion | $1,639,359 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 344146 | Total |
| Program Services | 344146 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2214012 | Total |
| Program Services | 2214012 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 195 | Total |
| Management And General | 195 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38946 | Total |
| Management And General | 38946 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203522 | Total |
| Program Services | 103334 | ProgramServices |
| Management And General | 100188 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55924 | Total |
| Program Services | 55357 | ProgramServices |
| Management And General | 132 | ManagementAndGeneral |
| Fundraising | 435 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 343132 | Total |
| Program Services | 322330 | ProgramServices |
| Management And General | 212 | ManagementAndGeneral |
| Fundraising | 20590 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35515 | Total |
| Program Services | 35515 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181772 | Total |
| Program Services | 180361 | ProgramServices |
| Management And General | 949 | ManagementAndGeneral |
| Fundraising | 462 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39467 | Total |
| Program Services | 39457 | ProgramServices |
| Management And General | 10 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30832 | Total |
| Program Services | 14711 | ProgramServices |
| Management And General | 16121 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Taxes | 95685 | 91875 | 3810 | |
| Other contractual servi | 1318703 | 1211825 | 28985 | 77893 |
| Equipment purchases/rem | 420240 | 420240 | ||
| Catering & food supplie | 192253 | 174274 | 2211 | 15768 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 460818 | Total |
| Program Services | 444386 | ProgramServices |
| Management And General | 3571 | ManagementAndGeneral |
| Fundraising | 12861 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5975162 | Total |
| Program Services | 5651823 | ProgramServices |
| Management And General | 195330 | ManagementAndGeneral |
| Fundraising | 128009 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3096836 | BOY |
| EOY | 3562469 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1725374 | BOY |
| EOY | 1767883 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50933 | BOY |
| EOY | 77556 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28445 | BOY |
| EOY | 61085 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80680 | BOY |
| EOY | 101968 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1105104 | LandBuildingsEquipmentBasis |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4140104 | BOY |
| EOY | 1105104 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33733758 | BOY |
| EOY | 36997915 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3361077 | BOY |
| EOY | 6577393 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46217207 | BOY |
| EOY | 50251373 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103043 | BOY |
| EOY | 80825 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121379 | BOY |
| EOY | 120352 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 448197 | BOY |
| EOY | 465664 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 672619 | BOY |
| EOY | 666841 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14956375 | BOY |
| EOY | 17383383 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13124112 | BOY |
| EOY | 10435479 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17464101 | BOY |
| EOY | 21765670 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45544588 | BOY |
| EOY | 49584532 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46217207 | BOY |
| EOY | 50251373 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2044790 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1771280 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 223874 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4807660 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7423837 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7973507 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6581823 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5851066 | CurrentTaxYear |
| Total | 32637893 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 687034 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 756437 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 561056 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3476523 | CurrentTaxYearMinus1Year |
| Current Tax Year | 418270 | CurrentTaxYear |
| Total | 5899320 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5494694 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8180274 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8534563 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10058346 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6269336 | CurrentTaxYear |
| Total | 38537213 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 38537213 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1732920 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1208946 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1450753 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1514361 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1549079 | CurrentTaxYear |
| Total | 7456059 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 45013 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -1492 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 115216 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 203834 | CurrentTaxYearMinus1Year |
| Current Tax Year | 196202 | CurrentTaxYear |
| Total | 558773 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 117411 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 427558 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 680694 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 467025 | CurrentTaxYearMinus1Year |
| Current Tax Year | 333325 | CurrentTaxYear |
| Total | 2026013 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 48578058 | TotalSupport |
| Gross Receipts From Admissions Etc | 2091647 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.79330 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.65990 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28422725 | BeginningOfYearBalance |
| Contributions | 1257329 | Contributions |
| Investment Earnings Or Losses | 3191745 | InvestmentEarningsOrLosses |
| Other Expenditures | 695663 | OtherExpenditures |
| Administrative Expenses | 41887 | AdministrativeExpenses |
| End Of Year Balance | 32134249 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 27875809 | BeginningOfYearBalance |
| Contributions | 1792500 | Contributions |
| Investment Earnings Or Losses | -33652 | InvestmentEarningsOrLosses |
| Other Expenditures | 1178032 | OtherExpenditures |
| Administrative Expenses | 33900 | AdministrativeExpenses |
| End Of Year Balance | 28422725 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 23047720 | BeginningOfYearBalance |
| Contributions | 888665 | Contributions |
| Investment Earnings Or Losses | 4239207 | InvestmentEarningsOrLosses |
| Other Expenditures | 261779 | OtherExpenditures |
| Administrative Expenses | 38004 | AdministrativeExpenses |
| End Of Year Balance | 27875809 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20449241 | BeginningOfYearBalance |
| Contributions | 1344890 | Contributions |
| Investment Earnings Or Losses | 2191143 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 555003 | GrantsOrScholarships |
| Other Expenditures | 335833 | OtherExpenditures |
| Administrative Expenses | 46718 | AdministrativeExpenses |
| End Of Year Balance | 23047720 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 24857237 | BeginningOfYearBalance |
| Contributions | 509999 | Contributions |
| Investment Earnings Or Losses | -3434073 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 522905 | GrantsOrScholarships |
| Other Expenditures | 923068 | OtherExpenditures |
| Administrative Expenses | 37948 | AdministrativeExpenses |
| End Of Year Balance | 20449242 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.35350 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.64650 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1105104 | InvestmentCostOrOtherBasis |
| Book Value | 1105104 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1105104 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (16 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| U.S. Treasury Notes | 207478 | F |
| U.S. Treasury Bonds | 100566 | F |
| U.S. Agency Obligations | 154250 | F |
| Corporate Debt Obligations | 2160762 | F |
| Corporate Equity Securities | 22519 | F |
| International Equity Securities | 1851147 | F |
| Cash Equivalents held in Investment Pools | 1472870 | F |
| Absolute Return Funds | 5652847 | F |
| Open-ended Mutual Funds | 5863677 | F |
| Private Equity | 1642065 | F |
| Real Estate Exchange Traded Fund | 1960573 | F |
| Equity Mutual Funds | 6073240 | F |
| Municipal Bonds | 503608 | F |
| Real Assets Tax-Exempt | 1648757 | F |
| Mutual Funds, International Equity | 6115453 | F |
| Mutual Funds, International Debt | 1568103 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 36997915 | TotalOfBookValueSecurities |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Other receivables | 208648 |
| Charitable remainder trusts | 2692991 |
| Cash Surrender value of life insurance policies | 675754 |
| Land held for sale | 3000000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 6577393 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Annuities payable | $300,332 |
| Due to WIU | $120,997 |
| Charitable remainder trust distributions payable | $44,335 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 465664 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 9827779 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1771280 | NetUnrealizedGainsInvestments |
| Other Revenues | 231312 | OtherRevenues |
| Revenue Not Rptd F990 | 2002592 | RevenueNotRptdF990 |
| Revenue Subtotal | 7825187 | RevenueSubtotal |
| Other Revenues Not Included | 194765 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 194765 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8019952 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6177365 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 202203 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 202203 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5975162 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5975162 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part III, Line 4: | A variety of items are donated to the Foundation for display or additions to existing collections - these collections become property of the University. Such items are available to students (and sometimes the public) for viewing for study and education about the materials donated. Such items provide students with education materials from eras in which they do not have direct experience. | |
| Change in surrender value of life insurance 29,109. Special event expenses 202,203. | Part XI, Line 2d - Other Adjustments: | |
| Change in value of charitable remainder trusts 194,765. | Part XI, Line 4b - Other Adjustments: | |
| Special event expenses 202,203. | Part XII, Line 2d - Other Adjustments: | |
| Both quasi and true endowments funds are used to provide scholarship support, supplies support, travel abroad support, and various other forms of educational support for students and teachers at Western Illinois University. The majority of endowments provide scholarship support to students. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | LNC Gala | NameOfEvent1 |
| Gross Receipts Event1 | 115349 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 60977 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 54372 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 14152 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 49724 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Champaign on Rocks | NameOfEvent2 |
| Gross Receipts Event2 | 77980 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 52948 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 25032 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 39 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 39336 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 5 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 162317 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 55603 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 106714 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 4510 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 17798 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 76644 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 355646 | GrossReceiptsTotal |
| Charitable Contributions Total | 169528 | CharitableContributionsTotal |
| Gross Revenue Total Events | 186118 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 4510 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 31989 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 165704 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 202203 | DirectExpenseSummaryEvents |
| Net Income Summary | -16085 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Western Illinois University | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 University Circle | AddressLine1 |
| City | Macomb | City |
| State | IL | State |
| ZIP Code | 61455 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 370910458 | EINOfRecipient |
| Amount Of Cash Grant | 344146 | AmountOfCashGrant |
| Method Of Valuation | FMV | MethodOfValuation |
| Purpose Of Grant | WIU faculty awards and grants, education | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | WIU Student Scholarships | TypeOfGrant |
| Number Of Recipients | 2128 | NumberOfRecipients |
| Amount Of Cash Grant | 2214012 | AmountOfCashGrant |
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: Grants to individuals are in the form of scholarships. The Foundation generally applies those directly to student accounts to be applied to appropriate expenses. Grants made to Western Illinois University are monitored by Western Illinois University's internal audit department for compliance with state regulations. In addition, all expenditures require proper approval. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| 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 | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Bradley L Bainter | NamePerson |
| Title | Executive Director | Title |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 134670 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 11783 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 7700 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 154153 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | Chartered travel for the year included a charter bus rental. Discretionary spending accounts: approval must be given for all expenditures. The internal audit department of Western Illinois University monitors expenditures. All expenditures must be accompanied by appropriate documentation, such as receipts. |
| Part I, Line 7 | Holly Fecht (non-voting, ex-officio Director) received $100 as employee of the month. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 26 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3565 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 19459 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 24993 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 87 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 16733 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 154 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 17390 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (6 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Computer Equipment | 4 | 25189 | Fair market value |
| X | Gift Certificate | 160 | 35779 | Fair market value |
| X | Equipment | 31 | 21926 | Fair market value |
| X | Other | 93 | 72806 | Fair market value |
| X | Trees & Shrubs | 2 | 5299 | Fair market value |
| X | Semen | 4 | 18600 | Fair market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | John McMillan (Board Director) is the husband of Cathy McMillan (Non-voting, Ex-Officio Director). Meredith Berg (Hancks) (Non-voting Ex-Officio Director) is the wife of Jeffrey Hancks (Non-voting Ex-Officio Director). Amy Spelman (Non-Voting Ex-Officio Director) is the wife of Bradley Bainter (Non-Voting Ex-Officio Director). John McMillan (Board Director-VP and Treasurer) and Doug March (Non-Voting Ex-Officio Director) are each lawyers and partial owners in the law firm of March, McMillan, DeJoode, and DuVall. In addition to non-voting Ex-Officio member, Bradley L. Bainter (Executive Director) serves as the Executive Officer of the Foundation. | |
| Form 990, Part VI, Section A, line 4 | The bylaws were significantly modified in relation to board membership structure. There is now a limit to the number of board members, and board members also have defined term lengths now. | |
| Form 990, Part VI, Section B, line 11 | Foundation accountants provide documentation to the tax preparer to prepare the 990 form, including answers to "yes/no" questions. The tax preparer uses all information to prepare the 990. After the 990 is prepared, the accountants in the foundation review the return for any discrepancies. Once all discrepancies have been addressed with the tax preparer, the return is taken to the board (at minimum the executive committee) for review and comment. If no problems are noted, the return is ready for signing and processing. | |
| Form 990, Part VI, Section B, line 12c | The board of directors discloses conflicts of interest annually. | |
| Form 990, Part VI, Section B, line 15 | Employees of the Western Illinois University Foundation are paid by Western Illinois University (a related organization and governmental entity). Western Illinois University establishes all hiring procedures and pay policies for employees of the Western Illinois University Foundation. When employees are recruited, an Administrative Compensation Survey conducted by the College and University Processional Association from Human Resources (CUPA-HR) is used to get a salary range. However, the actual offer is based on an individual's qualifications. A search committee comprised of employees from various areas with various backgrounds is used during employee searches. | |
| Form 990, Part VI, Section C, line 19 | 990 Tax Forms from 2007 through the present are available at www.guidestar.com. Membership to Guide Star is free, and anyone wishes to see our tax forms are encouraged to visit this Website. Forms are also available by request to individuals who contact the Foundation office directly. The Foundation's audit report is also available on our Website through a link that will take you to our report, which is loaded on the Illinois Auditor General's Website. | |
| Form 990, Part VII | James S. Lodico - 415 Ridge Drive, Geneseo, IL 61254. John D. McMillan - P.O. Box 443, Macomb, IL 61455. Marlin L. France - 821 South Pearl, Macomb, IL 61455. Quinton D. Baily - 309 E. Co. Hwy. 3, Table Grove, IL 61482. Robert K. Baumann - 2540 N 1800 Rd, Blandinsville, IL 62420. Alfred D. Boyer - 542 The Strand, Hermosa Beach, CA 90254. Philip E. Bradshaw - 29497 410th Street, Griggsville, IL 62340. Patrick J. Burke - 201 W. Carroll, Macomb, IL 61455. Donald H. Dexter - 1601 Tower Road, Macomb, IL 61455. Donald W. Dieke - 601 East Jefferson, Macomb, IL 61455. Lorraine Epperson - 119 North Randolph, Macomb, IL 61455. Nicholas H. Estes - P.O. Box 503, Macomb, IL 61455. James R. Garner - 1103 Hawthorn Ridge, Macomb, IL 61455. Charles C. Gilbert - P.O. Box 447, Nauvoo, IL 62354. John E. Hallwas - 404 S. Edwards, Macomb, IL 61455. William W. Hamman - 102 Amberwood Drive, Longwood, FL 32779-2143. Burnell A. Heinecke - 1604 Lowell Avenue, Springfield, IL 62704. Karen B. Henderson - 9520 N. 990th Road, Macomb, IL 61455. Lawrence J. Horvath - 401 N. Hershey Road, Bloomington, IL 61702. Laura J. Janus - 2 South Ridge Avenue, Arlington Heights, IL 60005-1708. Steven J. McCann - McGladrey & Pullen, LLP, 201 N. Harrison, Ste. 300, Davenport, IA 52801-1999. J. Dixson McRaven - 1200 E Grant Street #326, Macomb, IL 61455. David L. Miller - 505 East Grant, Suite 103, Macomb, IL 61455. Richard P. Miller - 16 Alder Court, Bloomington, IL 61704. Steven L. Nelson - 506 15th St, Ste 600, Moline , IL 61266. John C. Shanklin - 348 West Hurst, Bushnell, IL 61422. F. Eugene Strode - R.R. 1 Box 66A, Frederick, IL 62639. Jacqueline K. Thompson - 830 Beverly Ave, Macomb, IL 61455. Todd V. Lester - 127 S Side Square, Macomb, IL 61455. Ron G. Peterson - 2820 E Co Rd 2300, La Harpe, IL 61450-0531. | Contact Addresses for Officers, Directors, Etc |
| Form 990, Part XI, line 9: | Change in surrender value of life insurance 29,109. Change in value of charitable remainder trust 194,765. | Changes in Net Assets or Fund Balances: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Western Illinois University | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 University Circle | AddressLine1 |
| City | Macomb | City |
| State | IL | State |
| ZIP Code | 61455 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 370910458 | EIN |
| Primary Activities | Education | PrimaryActivities |
| Legal Domicile State | IL | LegalDomicileState |
| Exempt Code Section | 115a | ExemptCodeSection |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | 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 | 1 | 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 | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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