2012-01-03T10:41:52-06:00 2011-05-31 STRAIN SLATTERY BARKLEY & COCPAS PC 7130 SOUTH 29TH STREET SUITE F LINCOLN NE 68516 990 2010-06-01 470376524 NEBRASKA WESLEYAN UNIVERSITY NEBR 4024652111 5000 SAINT PAUL AVENUE LINCOLN NE 685042794 FREDERIK OHLES 4024652111 2011-12-22 true LAURA J LAWRENCE 4024207300 2011-12-22 2010 2016-02-24 21:20:13Z FREDERIK OHLES 5000 SAINT PAUL AVENUE LINCOLN NE 68504 37435983 false X WWW.NEBRWESLEYAN.EDU X 1887 NE NEBRASKA WESLEYAN UNIVERSITY IS AN ACADEMIC COMMUNITY DEDICATED TO INTELLECTUAL AND PERSONAL GROWTH WITHIN THE CONTEXT OF A LIBERAL ARTS EDUCATION AND IN AN ENVIRONMENT OF CHRISTIAN CONCERN. 29 24 1431 100 17073 4363379 3767146 28602024 30845310 -1194457 2340846 281348 314993 32052294 37268295 0 0 21259180 21642862 115920 18812 1959961 13324453 13759105 34699553 35420779 -2647259 1847516 93330832 100548850 26316831 25699268 67014001 74849582 NEBRASKA WESLEYAN UNIVERSITY IS AN ACADEMIC COMMUNITY DEDICATED TO INTELLECTUAL AND PERSONAL GROWTH WITHIN THE CONTEXT OF A LIBERAL ARTS EDUCATION AND IN AN ENVIRONMENT OF CHRISTIAN CONCERN. false false 28185081 31071451 ACCREDITED LIBERAL ARTS UNIVERSITY AND AUXILIARY OPERATIONS (HOUSING AND FOOD SERVICE). FULL TIME ENROLLMENT WAS 1,585 AND 1,446 FOR THE FALL AND SPRING SEMESTERS, RESPECTIVELY. THE UNIVERSITY ALSO PROVIDES CONTINUING EDUCATION AND GRADUATE PROGRAMS. 28185081 true true false true false false false false true true true false false true true false true false true false false false false true false false false false false true false false false false false false false false true true false false false false false false false false true 4216 0 true 1431 true true true false false false false false false false false false X 29 24 false false false false false false false true true false false true true false false true true true true false X X CLARK CHANDLER 4024652111 5000 ST PAUL AVE LINCOLN NE 68504 OHLES FREDERIK 40.00 X X 268847 0 35858 CHIPMAN J SCOTT 5.00 X 83129 0 12199 SPERO STUART M 40.00 X 69540 0 7696 RUTH LARRY L 5.00 X 2500 0 0 MALDONADOJR REV DR DAVID 5.00 X 1200 0 0 VAGGALIS DENNIS 12.00 X 989 0 0 ABEL JAMES P 5.00 X 0 0 0 SCHROEDER THOMAS 12.00 X 0 0 0 SEARCY LG 5.00 X 0 0 0 GOURLEY E SUSAN 5.00 X 0 0 0 HARRIS MATTHEW 5.00 X 0 0 0 HOLDER TODD H 5.00 X 0 0 0 HUGE HARRY 5.00 X 0 0 0 JENSEN RONALD C 5.00 X 0 0 0 JOHNSON PAUL R 5.00 X 0 0 0 KEISLER-MUNRO SUSIE 5.00 X 0 0 0 KORELL BRAD 5.00 X 0 0 0 KRUSE JAMES R 5.00 X 0 0 0 LEGGE RICHARD 5.00 X 0 0 0 MAURER JUDITH R 5.00 X 0 0 0 MCDOWELL TYRE J 5.00 X 0 0 0 MILLER WATKINS ANN 5.00 X 0 0 0 MILLS LYNNE M 5.00 X 0 0 0 MOHR LAWRENCE 5.00 X 0 0 0 PETERSON RICHARD 5.00 X 0 0 0 ROUTH ROBERT J 5.00 X 0 0 0 SHERER-SIMPSON ANNE B 5.00 X 0 0 0 SNYDER SHERYL 5.00 X 0 0 0 JONES FRISON DEBORAH 5.00 X 0 0 0 KARTHAUSER PATRICIA 40.00 X 157607 0 17473 MUYSKENS JUDITH 40.00 X 149238 0 17701 CHANDLER CLARK 40.00 X 148131 0 40745 WEHRBEIN NANCY 40.00 X 67047 0 18681 GREVING JOHN 40.00 X 0 0 0 THIETJE TIMOTHY 40.00 X 112623 0 13912 SIEMSEN JACK 40.00 X 100847 0 32141 1161698 196406 6 false true false SODEXHO INC & AFFILIATES 4880 PAYSPHERE CIRCLE CHICAGO IL 60674 CAMPUS FOOD SVC 1324315 KIEFER SPECIALTY FLOORING 2910 FALLING WATERS BLVD LINDENHURST IL 60046 TRACK SURFACING 465417 DATATEL INC 4375 FAIR LAKES COURT FAIRFAX VA 22033 COMP SOFTWR/SUP 160392 SECURITAS SECURITY SERVICES 12672 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 CAMPUS SECURITY 117698 BLACKBOARD INC 2362 WEST SHANGRILA RD PHOENIX AZ 85029 SOFTWAR/HOSTING 115474 5 944357 2822789 157664 3767146 TUITION AND FEES (NET) 24806615 24806615 AUXILIARY ENTERPRISES 5643165 5643165 MISC FEES AND CHARGES 395530 395530 30845310 1845781 1845781 190870 142088 48782 48782 48782 333535 187130 25600 333535 161530 495065 7502 487563 MISCELLANEOUS REVENUE 201566 201566 INCR IN CSV OF LIFE INSURANCE 47572 47572 FITNESS FACILITY RENTALS 713940 17073 17073 266211 37268295 31054378 17073 2429698 1102029 350946 708959 42124 15646029 13292910 1288439 1064680 918562 766714 88276 63572 2819744 1709284 971434 139026 1156498 957453 123907 75138 29963 29963 62150 62150 18812 18812 143410 143410 220891 116005 107032 -2146 874126 5440 648818 219868 859579 713988 37017 108574 833990 787273 18933 27784 639585 525300 48279 66006 894554 863951 30603 1866352 1739773 126579 603163 586214 16949 CAMPUS FOOD SERVICE 1217820 1217820 CURRENT RESTR EXPENDITURE 1096815 1047000 42885 6930 UTILITIES 997899 930118 67781 PROGRAMMING 509822 413394 54039 42389 LIBRARY 452311 452311 2456675 1709187 660284 87204 35420779 28185081 5275737 1959961 7773241 7660422 1837240 896261 1262852 1190366 2334951 2214589 344228 673430 74175444 42138592 32832285 32036852 38735521 46883959 8210514 8992971 93330832 100548850 3629110 3645006 577768 466261 17497573 17039784 2749596 2771759 1862784 1776458 26316831 25699268 X 24636992 27048269 9005762 13749815 33371247 34051498 67014001 74849582 93330832 100548850 1847516 5988065 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false 5494 5494 33454546 33460040 1000000 250000 false 1000000 1000000 1000000 1000000 4000000 6000000 6427 5494 11921 250000 250000 250000 250000 1000000 1500000 false false false false false false false false false false false false false false false false false false false false true 41157449 1043616 7689422 957457 764375 82363 48086292 35983026 994076 6022773 921180 862338 58906 41157451 45931490 854866 -9045404 867033 817319 73574 35983026 0.13130 0.62780 0.24090 true false false 805157 1797228 2602385 1503825 53631656 27040662 28094819 151188 119405 31783 16237595 14978525 1259070 48795 48795 32036852 BENEF INTEREST IN PERPETUAL TRUSTS 3654891 CHAR REMAINDR TRUSTS HELD BY OTHERS 2615619 DEBT SERVICE RESERVE FUND (MKT VAL) 1593483 DEBT ACQ COSTS (UNAMORTIZED COST) 735553 CHAR REMAINDER TRUSTS (MKT VAL) 380778 OTHER ASSETS 12647 8992971 CHARITABLE GIFT ANNUITIES 1567516 CHARITABLE REMAINDER TRUST OBLIGATNS 208942 1776458 37268295 35420779 1847516 5291472 696593 5988065 7835581 43207744 5291472 31000 696593 6019065 37188679 79616 79616 37268295 35372163 31000 31000 35341163 79616 79616 35420779 ESCROW LIABILITY ARRANGEMENT EXPLANATION SCHEDULE D, PAGE 2, PART IV, LINE 2B THE UNIVERSITY HOLDS AND MANAGES FUNDS FOR THE PERKINS LOAN PROGRAM ON BEHALF OF THE U.S. DEPARTMENT OF EDUCATION. IN ADDITION, THE UNIVERSITY MAINTAINS ACCOUNTS ON BEHALF OF STUDENT ORGANIZATIONS AND OTHER GROUPS AND INDIVIDUALS WITHIN THE UNIVERSITY COMMUNITY. ALL OF THESE FUNDS ARE CONSIDERED TO BE AGENCY FUNDS (FUNDS HELD FOR OTHERS) FOR FINANCIAL REPORTING PURPOSES BECAUSE THE UNIVERSITY DOES NOT EXERCISE CONTROL OVER HOW THE FUNDS ARE USED. INTENDED USES FOR ENDOWMENT FUNDS SCHEDULE D, PAGE 2, PART V, LINE 4 THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 50 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR- RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF GOVERNORS TO FUNCTION AS ENDOWMENT. THE UNIVERSITY'S POLICY IS TO APPROPRIATE A SPENDING DISTRIBUTION EACH YEAR IN ACCORDANCE WITH A WRITTEN INVESTMENT POLICY FOR MANAGEMENT OF THE ENDOWMENT. THE ANNUAL APPROPRIATION IS ALLOCATED TO VARIOUS PURPOSES DEPENDING ON THE RESTRICTIONS OR DESIGNATIONS OF THE FUNDS MAKING UP THE ENDOWMENT. RECONCILIATION OF CHANGES - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 8 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 334,142 NET CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 362,451 REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 2D CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 334,142 NET CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 362,451 true true true true true true true false false false false false false false false true false true FINANCIAL AID OR GOVERNMENT ASSISTANCE EXPLANATION SCHEDULE E LINE 6 UNIVERSITY PARTICIPATES IN FEDERAL AND STATE STUDENT FINANCIAL AID PROGRAMS AND RECEIVED OTHER FEDERALLYFUNDED GRANTS AS A SUBRECIPIENT FROM VARIOUS STATE PASSTHROUGH AGENCIES AND DIRECTLY FROM THE NATIONAL ENDOWMENT FOR THE HUMANITIES X X X X X X true BRAKELEY BRISCOE 322 W BELLEVUE AVE SAN MATEO CA 94402 CONSULTANT false 18812 -18812 18812 -18812 NE AL AR CT DE GA HI ID IL IN IA KS KY LA MS MO MT NV NJ NM NC ND PA RI SC SD TN TX UT VT WA WV WI WY FUNDRAISING VS REIMBURSEMENT EXPLANATION SCHEDULE G PAGE 1 PART I LINE 2B COLUMN V BRAKELEY BRISCOE CONSULTING AND STRATEGIC PLANNING X X X X X true true X X X X false true false false false false false false false OHLES FREDERIK 244000 24847 15925 19933 304705 KARTHAUSER PATRICIA 151607 6000 10675 6798 175080 MUYSKENS JUDITH 149238 10535 7166 166939 CHANDLER CLARK 142131 6000 10541 30204 188876 SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS SCHEDULE J, PAGE 1, PART I, LINE 4 OHLES, FREDERIK 0 24,847 0 OTHER ADDITIONAL INFORMATION SCHEDULE J, PART III THE UNIVERSITY OFFERS A SECTION 457(B) NONQUALIFIED DEFERRED COMPENSATION PLAN TO CERTAIN MANAGEMENT LEVEL EMPLOYEES. FREDERIK OHLES'S NONQUALIFIED DEFERRED COMPENSATION INCLUDES 16,500 OF ELECTIVE CONTRIBUTIONS AND 8,347 OF EARNINGS CREDITED TO HIS 457(B) ANNUITY ACCOUNT WHICH ARE ALSO REPORTED AS OTHER COMPENSATION IN COLUMN B(III) OF PART II. NONTAXABLE BENEFITS REPORTED FOR CLARK CHANDLER INCLUDE BENEFITS RECEIVED UNDER THE UNIVERSITY'S TUITION REMISSION PROGRAM. X 1 1544 ESTIMATED FAIR VALUE X 13 154165 AVG HIGH LOW MARKET PRICE X MISCELLANEOUS 9 1955 ESTIMATED RETAIL VALUE false true true THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS SCHEDULE M, PAGE 1, PART I, LINE 32B REAL ESTATE AGENTS ARE USED TO SELL GIFTS OF REAL ESTATE. GIFTS OF PUBLICLY TRADED STOCK ARE TRANSFERRED TO A UNIVERSITY BROKERAGE ACCOUNT AND GENERALLY SOLD SHORTLY AFTER THE DONATION. EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS FORM 990, PAGE 1, PART I, LINE 6 BOARD OF GOVERNORS MEMBERS SERVE IN A VOLUNTEER CAPACITY. VOLUNTEERS ASSIST THE UNIVERSITY WITH VARIOUS ACTIVITIES AND SPECIAL EVENTS THROUGHOUT THE SCHOOL YEAR. ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B THE COMPLETED FORM 990 IS REVIEWED BY THE APPROPRIATE UNIVERSITY ADMINISTRATORS. IN ADDITION, A COPY IS PROVIDED TO ALL MEMBERS OF THE BOARD OF GOVERNORS TO REVIEW AND COMMENT TO THE EXECUTIVE COMMITTEE. A DETAILED REVIEW IS CONDUCTED BY THE EXECUTIVE COMMITTEE. WHEN THE REVIEW IS COMPLETE, AN APPROPRIATE UNIVERSITY ADMINISTRATOR SIGNS FORM 990. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS USES INDEPENDENT SURVEY INFORMATION COMPARING COMPENSATION AMONG LIKE INSTITUTIONS TO SET THE COMPENSATION OF THE PRESIDENT AND DOCUMENTS THE DELIBERATIONS AND CONCLUSIONS OF THIS PROCESS. ALL COMPENSATION IS DOCUMENTED IN A CONTRACTUAL ARRANGEMENT. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B THE PRESIDENT USES INDEPENDENT SURVEY INFORMATION COMPARING COMPENSATION AMONG LIKE INSTITUTIONS TO SET THE COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES AND DOCUMENTS THE DELIBERATIONS AND CONCLUSIONS OF THIS PROCESS. THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS APPROVES THE COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES AND DOCUMENTS THE CONCLUSIONS. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.