2012-03-02T10:03:01-06:00 2011-06-30 BKD LLP 201 N Illinois Street Indianapolis IN 46204 990 2010-07-01 310537514 WILMINGTON COLLEGE WILM 9373826661 1870 QUAKER WAY WILMINGTON COLLEGE OH 45177 TIMOTHY PRUETT 2012-05-15 JOYCE DULWORTH 3173834000 2010 2016-02-24 21:20:13Z TIMOTHY R PRUETT 1870 QUAKER WAY WILMINGTON OH 45177 46266937 false X WWW.WILMINGTON.EDU X 1870 OH THE PURPOSE OF WILMINGTON COLLEGE IS TO EDUCATE, INSPIRE, AND PREPARE EACH STUDENT FOR A LIFE OF SUCCESS AND SERVICE. 27 25 927 120 1525 -38 2162039 2273436 34209341 34967074 535806 1560447 664998 254206 37572184 39055163 14135510 14670133 0 0 12151976 12614120 0 0 598793 10723490 11054888 37010976 38339141 561208 716022 66211964 68790614 17135792 17320466 49076172 51470148 X THE PURPOSE OF WILMINGTON COLLEGE IS TO EDUCATE, INSPIRE, AND PREPARE EACH STUDENT FOR A LIFE OF SUCCESS AND SERVICE. TO FULFILL THAT PURPOSE, WILMINGTON COLLEGE PROVIDES A HIGH QUALITY UNDERGRADUATE AND GRADUATE EDUCATION SHAPED BY THE TRADITIONS OF THE LIBERAL ARTS, CAREER PREPARATION, AND THE DISTINCTIVE VALUES OF THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS). BY OFFERING ACADEMIC PROGRAMS, PRACTICAL EXPERIENCE, AND CO-CURRICULAR ACTIVITIES IN A VARIETY OF SETTINGS TO STUDENTS FROM DIVERSE BACKGROUNDS, THE COLLEGE LEADS STUDENTS TO GAIN AN AWARENESS OF THE WORLD, TO ACQUIRE KNOWLEDGE OF CAREER AND VOCATION, AND TO SEEK TRUTH AND SOCIAL JUSTICE. IN KEEPING WITH THE RICH HERITAGE OF THE LIBERAL ARTS, THE COLLEGE SEEKS TO EDUCATE THE WHOLE PERSON-INTELLECTUAL, EMOTIONAL, PHYSICAL, AND SPIRITUAL-IN WAYS THAT FOSTER CRITICAL THINKING, REFLECTION, THE FREE EXCHANGE OF IDEAS, OPEN INQUIRY, TOLERANCE, AND A DESIRE FOR LIFELONG LEARNING. THE LIBERAL ARTS ARE INTEGRATED WITH CAREER PREPARATION T false false 31273488 14670133 28989425 EDUCATIONAL INSTRUCTION AND RELATED ACTIVITIES WERE PROVIDED FOR LIBERAL ARTS STUDENTS. SERVED 1,508 FULL-TIME AND PART-TIME STUDENTS. 3301955 0 6231991 AUXILIARY ENTERPRISES - RESIDENCE HALLS, DINING ROOM, BOOK STORE AND OTHER ACTIVITIES RELATING TO THE EDUCATIONAL PURPOSES OF THE INSTITUTION. 34575443 true true false false false false true false true true true false true true false true false true false true false false false true false false false true true false false false false false true false true true false false false false false false false false false true 145 0 true 927 true true true false false false false true true false false false false X 27 25 false false false false false false false true true false true true true true true true true true true true false OH X TIMOTHY PRUETT 9373826661 1870 QUAKER WAY WILMINGTON OH 45177 X STANLEY P CAINE 1.0 X 0 0 0 ROBERT E BUERGER 1.0 X 0 0 0 ANNE MARBLE CARAMANICO 1.0 X 0 0 0 ROBERT E CHASON 1.0 X 0 0 0 EARL L EVENS 1.0 X 0 0 0 THOMAS E GRAVLIN 1.0 X X 0 0 0 DAVID HAWLEY 1.0 X 0 0 0 SANDRA W NEVILLE 1.0 X 0 0 0 THOMAS C HILL 1.0 X X 0 0 0 DOUGLASS W MCDONALD 1.0 X X 0 0 0 SIDNEY MISHKIN 1.0 X X 0 0 0 WILLIAM E PEELLE 1.0 X 0 0 0 MARY ANN RAIZK 1.0 X 0 0 0 HISHAM SHTAYYEH 1.0 X 0 0 0 JOHN B REID 1.0 X 0 0 0 J STEPHEN SMITH 1.0 X 0 0 0 ROY JOE STUCKEY 1.0 X 0 0 0 RONALD L TATHAM 1.0 X 0 0 0 ROBERT E TOUCHTON 1.0 X 0 0 0 TIMOTHY P TRAYER 1.0 X 0 0 0 JOE VOLK 1.0 X 0 0 0 WILLIAM KERNS 1.0 X 0 0 0 FRED KRISHER 1.0 X 0 0 0 PAUL NEUMANN 1.0 X 0 0 0 DAVID SCHLECTY 1.0 X 0 0 0 WILLIAM SHAW 1.0 X 0 0 0 TYRONE TAYLOR 1.0 X 0 0 0 DANIEL A DIBIASIO 65.0 X 215244 0 52087 THOMAS M JENKINS 50.0 X 51942 0 1801 TIMOTHY PRUETT 50.0 X 81422 0 66193 JAMES REYNOLDS 50.0 X 124156 0 13458 FRANK GLAZER 40.0 X 126062 0 6326 IRIS KELSEN 40.0 X 100599 0 9601 TERRY RUPERT 40.0 X 103896 0 11913 803321 0 161379 5 false true false SODEXHO INC AND ASSOCIATES Pyle Center 1272 WILMINGTON OH 45177 Food Services 1376631 ALPHA AND OMEGA BUILDING SERVICES 2843 CULVER AVE DAYTON OH 45429 Custodial Services 515198 DUKE REALTY LP 75 REMITTANCE AVENUE CHICAGO IL 60675 PROPERTY MANAGEMENT 342329 MEDICAL MUTUAL OF OHIO PO BOX 959122 CLEVELAND OH 44193 Insurance SERVICES 820781 JENZABAR INC PO BOX 845939 BOSTON MA 02284 SOFTWARE SERVICES 385096 21 22172 818430 1432834 54092 2273436 TUITION AND FEES - WILMINGTON 611600 26619752 26619752 TUITION AND FEES - CINCINNATI 611600 1893027 1893027 RESIDENCE HALLS 611710 3724360 3724360 FOOD SERVICE 611710 2356933 2356933 OTHER AUXILIARY INCOME 611710 145765 145765 227237 227237 34967074 995671 995671 0 0 254342 254342 254342 254342 7748033 7183257 564776 564776 564776 26856 22172 28517 -1661 -1661 0 0 ADVERTISING INCOME 541800 1525 1525 1525 39055163 35221416 1525 1558786 0 0 14670133 14670133 0 0 0 0 468689 351517 117172 0 0 0 0 0 9881104 8788355 600583 492166 578841 434131 144710 0 940821 757590 183231 0 744665 558499 186166 0 0 0 0 0 74164 55623 18541 0 133575 100181 33394 0 0 0 0 0 0 0 149531 0 149531 0 1214797 953624 253544 7629 200177 157865 33924 8388 1122019 809899 276416 35704 353360 334532 18828 0 0 0 0 0 2027844 1804498 223196 150 354708 311969 17475 25264 0 0 0 0 0 0 0 0 606360 456773 149252 335 0 0 0 0 1603883 1202912 400971 0 535782 475834 59948 0 FOOD EXPENSE 1347655 1320666 23348 3641 EQUIPMENT EXPENSE 374101 313655 53623 6823 BAD DEBT EXPENSE 350000 262500 87500 0 EVENT EXPENSE 110939 60655 32634 17650 LIBRARY EXPENSE 105904 104133 1499 272 390089 289899 99419 771 38339141 34575443 3164905 598793 304 327 7575325 7824555 934525 599400 1293804 944997 6323334 6430803 522141 406128 57592299 29775737 28807478 27816562 12950151 14565711 4672793 6591359 3132109 3610772 66211964 68790614 1244110 1733162 1284869 1588966 8442355 7600762 6164458 6397576 17135792 17320466 X 23099149 23005542 8882866 10649792 17094157 17814814 49076172 51470148 66211964 68790614 X 716022 1677954 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X EDUCATIONAL false 18381045 128458 3202462 797053 20914912 16288496 61150 2038205 6806 18381045 21118390 224673 -5048216 6351 16288496 1.00000 false false 3709980 1816223 5526203 33118498 16476410 16642088 0 0 0 15720841 12225936 3494905 3226757 1073391 2153366 27816562 ALTERNATIVE INVESTMENTS 6591359 F 6591359 REMAINDER TRUSTS 787059 PERPETUAL TRUSTS 2823713 3610772 0 LINE OF CREDIT 1095445 ADVANCES FROM FEDERAL GOV'T 5302131 6397576 39055163 38339141 716022 1677954 1677954 2393976 25966150 1677954 24180 28517 1730651 24235499 149531 14670133 14819664 39055163 23572174 24180 28517 52697 23519477 149531 14670133 14819664 38339141 DESCRIPTION OF COLLECTIONS SCHEDULE D, PART III, LINE 1A AND 4 THE COLLEGE'S COLLECTIONS ARE MADE UP OF RARE BOOKS, ART OBJECTS AND ARTIFACTS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL AND CURATORIAL PURPOSES. MOST OF THE ITEMS ARE CATALOGUED. ALL ITEMS ARE PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTION ITEMS ARE NOT RECOGNIZED AS ASSETS IN THE STATEMENTS OF FINANCIAL POSITION AND CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENTS OF ACTIVITIES. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. ASSETS USED TO PURCHASE COLLECTION ITEMS ARE REFLECTED AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THEY ARE RESTRICTED FOR SUCH PURPOSES BY THE DONORS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. THE COLLEGE REQUIRES THAT PROCEEDS FROM THE SALE OF COLLECTION ITEMS BE USED TO ACQUIRE OTHER COLLECTION ITEMS. INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 TO PROVIDE SCHOLARSHIPS FOR THE ORGANIZATION'S STUDENTS TO ATTEND AN INSTITUTION FOR HIGHER EDUCATION. FIN 48 DISCLOSURE SCHEDULE D, PART X MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. OTHERS ADJUSTMENTS SCHEDULE D, PARTS XII & XIII Line 2D: SPECIAL EVENTS EXPENSES $ 28,517 Line 4B: GRANTS-IN-AID & SCHOLARSHIPS $ 14,670,133 true true true true true true true false false false false false false false false true false true NONDISCRIMINATORY POLICY LINE 3 WILMINGTON COLLEGE'S ANTI-DISCRIMINATION STATEMENT REACHES ITS CONSTITUENCIES VIA STUDENT RECRUITMENT MATERIALS FOR PROSPECTIVE STUDENTS, THE STUDENT HANDBOOK FOR CURRENT STUDENTS AND ITS ALUMNI MAGAZINE FOR ALUMNI AND FRIENDS OF THE COLLEGE. ALSO, AN ANTI-DISCRIMINATION STATEMENT IS INCLUDED IN ALL JOB POSTINGS AND ITS "DIVERSITY AS AN EDUCATIONAL VALUE" IS FEATURED ON THE WEB SITE. FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTAL AGENCY LINA 6A THE COLLEGE RECEIVES THE TYPICAL FINANCIAL AID FROM THE GOVERNMENT THAT IS THEN DISTRIBUTED TO THE STUDENTS ATTENDING WILMINGTON COLLEGE. FOR THE YEAR ENDED 06/30/11, THE ORGANIZATION RECEIVED THE OHIO CHOICE GRANT AND PERKINS FUNDS. Central America and the Caribbean Investments 5460000 Europe (Including Iceland and Greenland) Investments 1131000 6591000 6591000 true false true false false false NFL GOLF OUTING 30634 22172 8462 9880 11771 TOURNAMENT 18394 18394 6866 0 49028 22172 26856 9880 18637 28517 -1661 true GRANTS-IN-AID & SCHOLARSHIPS 1508 14670133 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S. PART I, LINE 2. FUNDS ARE DISTRIBUTED BASED ON NEED AND MERIT. STUDENT AID IS HANDLED BY THE FINANCIAL AID DEPARTMENT AND CREDITED DIRECTLY TO THE STUDENT ACCOUNT. EACH STUDENT APPLIES FOR FINANCIAL AID BY FILLING OUT A FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA). THE AWARD IS BASED ON THE INFORMATION IN THIS APPLICATION. STUDENT CAN ALSO APPLY FOR GRANTS AND SCHOLARSHIPS BASED ON ELIGIBILITY. X X true true X X X X X false false false false false false false false false DANIEL A DIBIASIO 202071 0 0 0 13173 0 27118 0 24969 0 267331 0 0 HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE SCHEDULE J, PART I, BOX 1A PRESIDENT DIBIASIO IS PROVIDED HOUSING IN THE AMOUNT OF $18,000, CONTIGUOUS TO CAMPUS AS A CONDITION OF HIS EMPLOYMENT. THE HOUSING IS FURNISHED FOR THE CONVENIENCE OF THE COLLEGE AND IS THEREFORE NOT INCLUDED IN HIS W-2. SOCIAL DUES PAID FOR PRESIDENT DIBIASIO FOR THE BUSINESS PURPOSES ONLY AND ARE NOT INCLUDED IN THE TAXABLE COMPENSATION. STEVE SMITH Board Member 274000 Independent Contractor false JR REID Board Member 1376631 Independent Contractor false NBT FINANCIAL GROUP Board Members 590000 Financial Services false BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS PART IV STEVE SMITH IS THE CEO OF SMITH FEIKE MINTON INSURANCE AND JR REID IS THE VP OF SODEXHO, BOTH INDEPENDENT CONTRACTORS FOR THE ORGANIZATION. ALL TRANSACTIONS CONDUCTED BY THE ORGANIZATION WITH THESE COMPANIES WERE AT ARMS LENGTH. SMITH AND REID ALSO RECUSE THEMSELVES FROM VOTING ON ANY ISSUES RELATED TO THEIR RESPECTIVE COMPANIES. DANIEL DIBIASIO AND DAVID HAWLEY ARE MEMBERS OF THE NB&T FINANCIAL GROUP, INC. BOARD OF DIRECTORS. X 6 54092 FAIR MARKET VALUE 0 false true true THIRD PARTIES WHO SELL NONCASH GIFTS PART I, LINE 32A THE ORGANIZATION USES SMITH BARNEY/JP MORGAN TO SELL STOCK DONATIONS. FAMILY/BUSINESS RELATIONSHIP WITH ANOTHER OFFICER, DIRECTOR, OR TRUSTEE FORM 990, PART VI, LINE 2 DANIEL DIBIASIO AND DAVID HAWLEY HAVE A BUSINESS RELATIONSHIP. PROCESS TO REVIEW THE FORM 990 FORM 990, PART VI, LINE 11B THE BOARD OF TRUSTEES WILL RECEIVE A COPY OF THE 990 VIA MAIL FOR THEIR REVIEW. EACH BOARD MEMBER WILL RETURN TO THE JANUARY BOARD MEETING WITH ANY COMMENTS. THE FULL BOARD DIRECTED THE COLLEGE ADMINISTRATION TO MAKE THE APPROPRIATE AND TIMELY FILINGS OF THE IRS FORM 990 FORMS AS PRESENTED IN JANUARY 2012. PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12C ALL BOARD MEMBERS AND OFFICERS RECEIVE A CONFLICT OF INTEREST POLICY AND BUSINESS RELATIONSHIP DISCLOSURE. EACH MEMBER COMPLETES THE FORM AND SENDS IT BACK TO THE PRESIDENT OF THE COLLEGE. THE PRESIDENT REPORTS ALL CONFLICTS TO THE CHAIRMAN OF THE BOARD. IF ANY CONFLICTS ARISE, THE BOARD OF DIRECTORS INVESTIGATES THE CONFLICT OF INTEREST, AND THE PERSON WITH THE CONFLICT ABSTAINS FROM VOTING ON THE RELATED ISSUE. REVIEW OF CEO OR TOP MGMT OFFICIAL COMPENSATION FORM 990, PART VI, LINE 15A ML STRATEGIES (WASHINGTON DC) CONDUCTS A COMPENSATION STUDY TO DETERMINE THE PRESIDENT'S COMPENSATION RANGE, AND THE BOARD USES THE STUDY DURING CONTRACT NEGOTIATIONS. SEPTEMBER 2006 WAS THE LAST TIME THE STUDY WAS PERFORMED ON THE PRESIDENT OF THE COLLEGE. REVIEW OF OTHER OFFICER OR KEY EMPLOYEES COMPENSATION FORM 990, PART VI, LINE 15B THE ORGANIZATION USES CUPA HR SALARY SURVEYS (KNOXVILLE, TN) AND ACADEMIC SEARCH (WASHINGTON DC) TO HELP IN THE SEARCH AND DETERMINING SALARY FOR KEY EMPLOYEES. DECEMBER 2008 WAS THE LAST TIME THE ORGANIZATION USED ONE OF THESE FIRMS. THE ORGANIZATION'S HUMAN RESOURCES DEPARTMENT ASLO COMPLETES AN ANNUAL COMPENSATION STUDY. THE PRESIDENT THEN ESTABLISHES THE COMPENSATION BASED ON THE SURVEY RESULTS AND THE ANNUAL COMPENSATION STUDY. AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, & FS FORM 990, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGE IN BEGINNING BALANCES FORM 990, PART X, LINE 2 & LINE 11 THE BEGINNING BALANCES OF INVESTMENTS AND LIABILITIES RELATED TO THOSE INVESTMENTS INCREASED FROM WHAT WAS PREVIOUSLY REPORTED ON THE 2009 FORM 990, PART X, ENDING BALANCES. THIS INCREASE IS FROM THE AUDITED FINANCIAL STATEMENTS. OTHER CHANGES IN NET ASSETS OF FUND BALANCES FORM 990, PART XI, LINE 5 UNREALIZED GAIN ON INVESTMENTS $1,677,954