2011-03-03T14:16:21-05:00 2010-06-30 BKD LLP 201 N Illinois Street Indianapolis IN 46204 990 2009-07-01 310537177 Wittenberg University WITT 9373277025 200 West Ward Street PO Box 720 Springfield OH 455010720 MARY JO DARR 9373277025 2011-02-15 true 3173834000 2009 2016-02-24 21:20:13Z MARK ERICKSON PRESIDENT 200 West Ward Street SPRINGFIELD OH 45501 124284152 false X WWW.WITTENBERG.EDU X 1841 OH TO HELP EDUCATE THE CREATIVE MINORITY OF A CIVILIZATION, TO DEVELOP IN HARMONY THE INTELLECTUAL, SPIRITUAL, AESTHETIC, SOCIAL, AND PHYSICAL QUALITIES WHICH CHARACTERIZE WHOLENESS OF PERSON. SEE SCH O. 29 28 2101 0 -63419 -81562 17576109 16315005 72176678 72463861 48840 2749900 3005 1055 89804632 91529821 30150097 31481545 0 0 32010074 31684285 0 0 3579728 28718843 27079691 90879014 90245521 -1074382 1284300 177865883 180317039 74153237 81053059 103712646 99263980 TO HELP EDUCATE THE CREATIVE MINORITY OF A CIVILIZATION, TO DEVELOP IN HARMONY THE INTELLECTUAL, SPIRITUAL, AESTHETIC, SOCIAL, AND PHYSICAL QUALITIES WHICH CHARACTERIZE WHOLENESS OF PERSON. SEE SCH O. false false 28993443 0 30944072 SEE SCHEDULE O. 40689870 31481545 30493077 STUDENT SERVICES: ADMISSIONS, ACTIVITIES, STUDENT AID ADMINISTRATION, HEALTH, GOVERNMENT, ATHLETICS, RECREATION AND ADVISING. 9126031 0 11015199 AUXILIARY ENTERPRISES: ROOM, BOARD, PRINTING AND SUPPORT SERVICES. 78809344 true true false false false false false false true true true false true false false false false false true false false false true true true false true false false false false false false true false true false false false false false false false false true 111 0 true 2101 true true true false false false false true true true 1 false false 29 28 false false false false false false false true true false false true true true true true true true true false OH X MARY JO DARR CONTROLLER 9373277025 PO BOX 720 SPRINGFIELD OH 45501 MARK H ERICKSON 50.0 X X 280539 0 37627 STEPHEN BUCHENROTH 1.0 X X 0 0 0 WILLIAM BARTON 1.0 X 0 0 0 DAVID BOYLE 1.0 X 0 0 0 JEANETTE BRADLEY 1.0 X 0 0 0 GLENN COLLIER 1.0 X 0 0 0 JENNIFER COOPERIDER 1.0 X X 0 0 0 REV JONATHAN L EILERT 1.0 X 0 0 0 ELIZABETH HUNTER 1.0 X 0 0 0 DOUGLAS KENTFIELD 1.0 X 0 0 0 DEBORAH MILLER 1.0 X X 0 0 0 MICHAEL SENICH 1.0 X 0 0 0 LEWIS SHAW II 1.0 X 0 0 0 REV MARCUS C LOHRMANN 1.0 X 0 0 0 REV PAUL SWARTZ 1.0 X 0 0 0 DR WILLIAM ADAMS 1.0 X 0 0 0 CHAD WELLER 1.0 X 0 0 0 RONALD WOODS 1.0 X 0 0 WESLEY BATES 1.0 X 0 0 0 ALICIA SWEET HUPP 1.0 X 0 0 0 JOHN MC DANIEL 1.0 X 0 0 0 SARAH HAGEN MCWILLIAMS 1.0 X 0 0 0 JAMES J HENSON 1.0 X 0 0 0 FREDERICK B MITCHELL 1.0 X 0 0 0 RICK STERLING 1.0 X 0 0 0 DR JAMES DOVE 1.0 X 0 0 0 THOMAS MURRAY 1.0 X 0 0 0 LINDA STUNTZ 1.0 X 0 0 0 MARTIN UHLE 1.0 X 0 0 0 KENNETH W BLADH 50.0 X 159843 0 27639 DARRELL B KITCHEN 50.0 X 161985 0 28031 MAUREEN S MASSARO 50.0 X 108679 0 28920 SARAH KELLY 40.0 X 112929 0 11664 JOHN MARR 40.0 X 121283 0 30248 BRENDA DUNCAN 40.0 X 145581 0 26504 JOSEPH DECK 40.0 X 112941 0 29420 ERIC STAHLBERG 40.0 X 120734 0 12234 1324514 0 232287 14 false true false ABM JANITORIAL SERVICES 4732 PAYNE AVE DAYTON OH 45414 JANITORIAL 1500411 SODEXHO SERVICES 200 WEST WARD ST SPRINGFIELD OH 45504 MEAL SVS/CATERING 2915372 LAKEFRONT LINES PO BOX 81172 CLEVELAND OH 44181 TRANSPORTATION 217406 THE ENTERPRISE ROOFING SHEET 1021-25 IRVING AVE DAYTON OH 45409 ROOFING CONSTRUCTION 220026 THOMAS MARKER CONSTRUCTION 2084 US ROUTE 68 SOUTH BELLEFONTAINE OH 43311 CONSTRUCTION 3867536 10 22670 2698817 13593518 286297 16315005 TUITION & FEES 900099 60416564 60416564 AUXILIARY ENTERPRISE REVENUE 611710 11015199 11015199 OTHER SOURCE REVENUE 611710 903210 903210 FOOD SERVICE REVENUE 611710 90000 90000 SPORTING EVENTS 713990 24294 24294 14594 14594 72463861 1409159 -78013 1487172 0 0 34078411 32737670 1340741 1340741 1340741 17716 22670 16661 1055 1055 0 0 0 91529821 72450322 -63419 2827913 0 31481545 31481545 0 0 833263 187482 645781 0 21689312 16880601 3259060 1549651 1773000 1434364 230145 108491 5806188 4363557 980447 462184 1582522 1252184 224506 105832 0 102196 102196 115844 115844 0 0 278432 278432 518837 122748 269192 126897 179790 117822 42115 19853 1555558 1209952 234882 110724 782653 566844 146669 69140 0 8439817 7921861 517956 927472 718552 141987 66933 0 94303 68738 17375 8190 2550335 2268136 191789 90410 0 4082940 3631155 307044 144741 0 FOOD SERVICE EXPENSE 2336852 2329242 5172 2438 DEPARTMENTAL PROGRAMS 1655821 1569325 58785 27711 ATHLETIC EXPENSES 393768 393768 BOOKS AND RECORDS 414692 414201 334 157 MEMBERSHIPS 204938 120593 57323 27022 2445443 1756674 29415 659354 90245521 78809344 7856449 3579728 7186 8145 7305506 2167124 2311531 3641511 1115745 1171369 6743671 7277494 1555753 2233272 162588917 84983084 74849441 77605833 42310751 41273080 36720532 39851729 4945767 5087482 177865883 180317039 4516823 4711506 1695268 1488869 40880651 39560866 2717403 2628526 24343092 32663292 74153237 81053059 X 18483434 17065118 18464753 14134422 66764459 68064440 103712646 99263980 177865883 180317039 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 85058081 909828 9033393 2259973 6339086 86402243 116410827 937887 -23287961 2826965 6175707 85058081 0.25500 0.13900 0.60600 false false 4487971 4487971 128020703 61595883 66424820 29927153 23387201 6539952 153090 153090 77605833 ABSOLUTE RETURN 19049731 PRIVATE EQUITY 19068109 REAL ESTATE 1733889 39851729 0 ACCTS HELD ON BEHALF OF OTHERS 468824 ACCUM. POSTRETIREMENT BENEFIT 22236378 ANNUITIES AND TRUSTS PAYABLE 3505754 FEDERAL GOVT LOANS & GRANTS 3852336 LINE OF CREDIT 2600000 32663292 91529821 90245521 1284300 -1181064 -4551902 -5732966 -4448666 57341520 -1181064 15785 -1165279 58506799 278432 32744590 33023022 91529821 58501329 15785 15785 58485544 278432 31481545 31759977 90245521 INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS ARE USED IN ACCORDANCE WITH DONOR RESTRICTIONS FOR THE FOLLOWING PURPOSES: STUDENT SCHOLARSHIPS (54%), GENERAL OPERATIONS (22%), INSTRUCTION AND ACADEMIC SUPPORT (13%), LIBRARY (6%), AND OTHER MISCELLANEOUS CAMPUS PROGRAMS (5%). OTHER ADJUSTMENTS SCHEDULE D, PART XI, LINE 8 CHANGE IN ASSUMPTIONS ON HEALTH BENEFITS ACCUM = (3,228,857) NET GAIN ON DEFINED BENEFIT PLAN = (853,326) NET LOSS & SERVICE CREDIT ON DEFINED BENEFIT PLAN = (409,719) ----------- (4,551,902) OTHER ADJUSTMENTS SCHEDULE D, PART XII, LINE 4B GRANTS & SCHOLARSHIPS = 31,481,545 NET LOSS & SERVICE CREDIT ON DEFINED BENEFIT PLAN = 409,719 NET GAIN ON DEFINED BENEFIT PLAN = 853,326 ------------- 32,744,590 OTHER ADJUSTMENTS SCHEDULE D, PART XIII, LINE 4B GRANTS & SCHOLARSHIPS = 31,481,545 FIN 48 SCHEDULE D, PART X THERE WAS NO FIN 48 FOOTNOTE IN THE FINANCIAL STATEMENTS. THE FOLLOWING PARAGRAPH IS FROM THE FINANCIAL STATEMENTS REGARDING INCOME TAXES. THE UNIVERSITY IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(A) OF THE U.S. INTERNAL REVENUE CODE, AND BY A SIMILAR PROVISION OF STATE LAW. THE UNIVERSITY IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. THE UNIVERSITY'S TAX YEARS STILL SUBJECT TO EXAMINATION BY TAXING AUTHORITIES ARE YEARS SUBSEQUENT TO 2007. true true true WITTENBERG UNIVERSITY IS IN COMPLIANCE WITH REV.PROC. 75-50 true true true true false false false false false false false false true false WITTENBERG UNIVERSITY RECEIVES FINANCIAL ASSISTANCE FROM THE U.S. GOVERNMENT IN CONNECTION WITH THE PELL GRANT AND SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT PROGRAMS. WITTENBERG UNIVERSITY ALSO RECEIVES SUPPORT FROM THE STATES OF OHIO AND PENNSYLVANIA FOR CERTAIN PROGRAMS. true FOOTBALL TEAM 25487 13055 12432 1240 5804 5064 GOLF TEAM 14899 9615 5284 960 2965 628 0 40386 22670 17716 2200 8769 5692 16661 1055 true INSTITUTIONAL SCHOLARSHIPS & AWARDS 1800 28213785 ENDOWED & OTHER SHOLARSHIPS 1400 3267760 PROCEDURES FOR MONITORING USE OF GRANT FUNDS IN THE UNITED STATES SCHEDULE I, PART I, LINE 2 THE ORGANIZATION USES STUDENT FINANCIAL AID GUIDELINES TO MONITOR THE USE OF GRANT FUNDS. WITTENBERG UNIVERSITY ONLY AWARDS INSTITUTIONAL AND PRIVATELY FUNDED FINANCIAL AID AWARD AS ASSISTANCE FOR STUDENTS BASED ON A CASE-BY-CASE BASIS, BASED ON MERIT, NEED, AND EXTRACURRICULAR ACTIVITIES. IN DOING SO, THE UNIVERSITY'S FINANCIAL AID DEPARTMENT ADHERES STRICTLY TO ALL FEDERAL AND STATE REGULATIONS AND IS SUBJECT TO THE COMPLIANCE AND INTERNAL CONTROL REQUIREMENTS OF OMB-A133, IN WHICH THEY FOLLOW ALL APPLICABLE GUIDELINES. X X X true true X X X X false false false false false false false false false MARK H ERICKSON 274926 0 0 0 5613 0 23463 0 14164 0 318166 0 0 KENNETH W BLADH 159843 0 0 0 0 0 15307 0 12332 0 187482 0 0 DARRELL B KITCHEN 161720 0 0 0 265 0 15672 0 12359 0 190016 0 0 JOHN MARR 121283 0 0 0 0 0 12094 0 18154 0 151531 0 0 0 BRENDA DUNCAN 138162 0 0 0 7419 0 14250 0 12254 0 172085 0 0 0 OTHER BENEFITS SCHEDULE J, PART I, LINE 1A DARRELL KITCHEN RECEIVES A CLUB MEMBERSHIP, WHICH IS INCLUDED IN HIS TAXABLE COMPENSATION. MARK ERICKSON, THE UNIVERSITY'S PRESIDENT, RECEIVES PERSONAL USE OF A RESIDENCE, A CLUB MEMBERSHIP, AND A STORAGE UNIT. THE CLUB MEMBERSHIP AND THE STORAGE UNIT (COSTING APPROXIMATELY $650 ANNUALLY) ARE INCLUDED IN HIS TAXABLE COMPENSATION. THE PERSONAL USE OF A RESIDENCE IS NOT INCLUDED IN TAXABLE COMPENSATION. THE RESIDENCE IS FURNISHED FOR THE CONVENIENCE OF WITTENBERG UNIVERSITY. THE PRESIDENT IS REQUIRED TO LIVE IN THE RESIDENCE AS A CONDITION OF HIS EMPLOYMENT, AND THE RESIDENCE IS CONTIGOUS TO WITTENBERG'S CAMPUS. OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 2005-05-05 11367477 CONSTRUCTION OF RESIDENCE HALL false true 11367477 816000 125087 86740 10339650 2006 false false true true false false false false true true false false false false false false KATHERINE BLADH FAMILY MEMBER - SEE SCH O 42046 UNIVERSITY EMPLOYEE false LIN ERICKSON FAMILY MEMBER - SEE SCH O 97406 UNIVERSITY EMPLOYEE false X 57 282456 STOCK QUOTE X DISCOUNT COUPONS 29 8596 VALUE OF DISCOUNT 1 false true true THIRD PARTY TRANSACTIONS PART I, LINE 32B THE ORGANIZATION USES SECURITY TRUST TO SELL STOCK GIFTS. ORGANIZATION'S MISSION FORM 990, PART I, LINE 1 & PART III, LINE 1 WITTENBERG UNIVERSITY'S FUNDAMENTAL PURPOSE IS TO HELP EDUCATE "THE CREATIVE MINORITY OF A CIVILIZATION," TO DEVELOP IN HARMONY THE INTELLECTUAL, SPIRITUAL, AESTHETIC, SOCIAL, AND PHYSICAL QUALITIES WHICH CHARACTERIZE WHOLENESS OF PERSON. PROGRAM SERVICE ACCOMPLISHMENT Form 990, Part III, Line 4a WITTENBERG UNIVERSITY CURRENTLY ENROLLS APPROXIMATELY 1,792 FULL-TIME STUDENTS WHO PURSUE DEGREES IN MORE THAN 35 MAJOR FIELDS OF STUDY. THE UNIVERSITY HOLDS GENERAL ACCREDITATION FROM THE NORTH CENTRAL ASSOCIATION OF COLLEGES AND SCHOOLS AND SOME DEPARTMENTS HOLD SPECIALTY ACCREDITATIONS. EFFECTIVE DECEMBER 1, 2000, THE OHIO BOARD OF REGENTS GRANTED THE UNIVERSITY AN AMENDED CERTIFICATE OF AUTHORIZATION TO CONFER THE DEGREES OF BACHELOR OF ARTS, BACHELOR OF SCIENCE, BACHELOR OF FINE ARTS, BACHELOR OF MUSIC, BACHELOR OF MUSIC EDUCATION, AND MASTER OF ARTS IN EDUCATION. THE REGENTS ALSO APPROVED THE UNIVERSITY IN THE FOLLOWING TEACHER LICENSURE FIELDS: EARLY CHILDHOOD, MIDDLE CHILDHOOD, INTERVENTION SPECIALIST: MILD/MODERATE EDUCATIONAL NEEDS; ADOLESCENT TO YOUNG ADULT: EARTH SCIENCES, INTEGRATED LANGUAGE ARTS, INTEGRATED MATHEMATICS, INTEGRATED SOCIAL STUDIES, AND LIFE SCIENCES; MULTI-AGE: DRAMA/THEATER, FOREIGN LANGUAGE, MUSIC AND VISUAL ARTS. PROCESS TO REVIEW FORM 990 FORM 990, PART VI, LINE 11A THE 990 WILL BE MADE AVAILABLE ON THE BOARD'S WEB PORTAL BEFORE FILING. THE ORGANIZATION'S CONTROLLER AND AUDIT COMMITTEE WILL DO A DETAILED REVIEW OF THE RETURN PRIOR TO FILING. MONITORING & ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12C ALL BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY COMPLETE THE CONFLICT OF INTEREST QUESTIONNAIRE. REPORTED POTENTIAL CONFLICTS ARE DISCLOSED TO THE AUDIT COMMITTEE AND DISCUSSED. IF A CONFLICT IS FOUND, THE MEMBER WITH THE CONFLICT ABSTAINS FROM VOTING ON THE RELATED ISSUE. PROCESS TO REVIEW PRESIDENT, OFFICER, & KEY EMPLOYEE COMPENSATION FORM 990, PART VI, LINES 15A & 15B PRESIDENT, OFFICER, & KEY EMPLOYEE COMPENSATION IS REVIEWED USING COMPENSATION SURVEYS AND COMPENSATION DATA FROM PEER INSTITUTIONS. THE REVIEWS WERE LAST CONDUCTED IN JUNE 2009. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWED THE PRESIDENT'S COMPENSATION, AND THE PRESIDENT REVIEWED OFFICER AND KEY EMPLOYEE COMPENSATION IN JUNE 2009. AVAILABILITY OF GOVERNING DOCUMENTS, COI POLICY, AND FINANCIAL STATEMENTS 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. FAMILY MEMBERS SCHEDULE L, PART IV KATHERINE BLADH IS KEN BLADH'S FAMILY MEMBER. LIN ERICKSON IS MARK ERICKSON'S FAMILY MEMBER.