WABASH COLLEGE: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- WABASH COLLEGE (EIN 35-0868202)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201101339349301810
- Schema version
- 2009v1.7
- 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 E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T09:02:14-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350868202 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wabash College | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WABA | NameControl |
| Phone | 7653616212 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 352 | AddressLine1 |
| City | Crawfordsville | City |
| State | IN | State |
| ZIP Code | 47933 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Larry Griffith | Name |
| Title | Treasurer and CFO | Title |
| Phone | 7653616419 | Phone |
| Date Signed | 2011-05-16 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3173834000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PATRICK E WHITE PRESIDENT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 352 | AddressLine1 |
| City | CRAWFORDSVILLE | City |
| State | IN | State |
| ZIP Code | 47933 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 435973257 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.WABASH.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1832 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | WABASH COLLEGE IS A LIBERAL ARTS COLLEGE FOR MEN THAT EDUCATES THEM TO THINK CRITICALLY, ACT RESPONSIBLY, LEAD EFFECTIVELY, AND LIVE HUMANELY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1122 | TotalNbrEmployees |
| Total Nbr Volunteers | 1944 | TotalNbrVolunteers |
| Total Gross UBI | -201341 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -201341 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 20746435 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 10530480 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 28704001 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 29994536 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -50095639 | InvestmentIncomePriorYear |
| Investment Income Current Year | 27619822 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1786012 | OtherRevenuePriorYear |
| Other Revenue Current Year | 273603 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1140809 | TotalRevenuePriorYear |
| Total Revenue Current Year | 68418441 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 13642037 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 14750572 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 25052549 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 21038961 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 1144 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1644283 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 28250462 | OtherExpensePriorYear |
| Other Expenses Current Year | 26127735 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 66946192 | TotalExpensesPriorYear |
| Total Expenses Current Year | 61917268 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -65805383 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 6501173 | RevenuesLessExpensesCY |
| Total Assets BOY | 408972884 | TotalAssetsBOY |
| Total Assets EOY | 434726805 | TotalAssetsEOY |
| Total Liabilities BOY | 66941051 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 72361906 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 342031833 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 362364899 | NetAssetsOrFundBalancesEOY |
| Mission Description | WABASH COLLEGE IS A LIBERAL ARTS COLLEGE FOR MEN THAT EDUCATES THEM TO THINK CRITICALLY, ACT RESPONSIBLY, LEAD EFFECTIVELY, AND LIVE HUMANELY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 54970765 | Expense |
| Grants | 14750572 | Grants |
| Revenue | 30304071 | Revenue |
| Description | INSTRUCTION - INSTITUTION'S ACADEMIC INSTRUCTION PROGRAM. 890 STUDENTS SERVED. STUDENT SERVICES AND ATHLETICS - ACTIVITIES WHOSE PRIMARY GOAL IS TO CONTRIBUTE TO THE STUDENT'S EMOTIONAL AND PHYSICAL WELL-BEING AS WELL AS INTELLECTUAL, CULTURAL, AND SOCIAL DEVELOPMENT OUTSIDE OF CLASS. ACADEMIC SUPPORT AND LIBRARY - SUPPORT SERVICES FOR INSTRUCTION, RESEARCH, AND PUBLIC SERVICE. INCLUDES LIBRARY AND COMPUTER SERVICES. | Description |
| Total Program Service Expense | 54970765 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 313 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1122 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LARRY GRIFFITH | NamePerson |
| Telephone Number | 7653616212 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 WEST WABASH AVE | AddressLine1 |
| City | CRAWFORDSVILLE | City |
| State | IN | State |
| ZIP Code | 47933 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (46 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| PATRICK WHITE | |||||||
| PRESIDENT AND TRUSTEE | 50.0 | X | X | 208382 | 0 | 30825 | |
| JAY R ALLEN | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| ALAN ANDERSON | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| JOSEPH D BARNETTE JR | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| ROGER BILLINGS | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| STEPHEN S BOWEN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| DAVID A BROECKER | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| RICHARD A CALACCI | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| KEVIN G CLIFFORD | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| WILLYERD R COLLIER | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| JAMES R CUMMING | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| JAMES A DAVLIN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| G MICHAEL DILL | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| JOHN N FOX JR | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| ROBERT GRAND | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| TED R GROSSNICKLE | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| THOMAS A HAYS | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| LARRY K HUTCHISON | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| DARYL E JOHNSON | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| PETER M KENNEDY | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| JAMES J KILBANE | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| RADE R KLJAJIC | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| HARRY F MCNAUGHT JR | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| DAVID PANCOST | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| GARY D REAMEY | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| FRED W RUEBECK | |||||||
| TRUSTEE | 1.0 | X | 50000 | 0 | 0 | ||
| JOHN C SCHROEDER | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| DAVID N SHANE | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| K DONALD SHELBOURNE | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| WALTER S SNODELL | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| JOSEPH E TURK | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| WILLIAM J WHEELER | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| FRED WILSON JR | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| PAUL WOOLLS | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| GARY PHILLIPS | |||||||
| DEAN OF THE COLLEGE | 50.0 | X | 163920 | 0 | 26213 | ||
| LARRY GRIFFITH | |||||||
| TREASURER AND CFO | 50.0 | X | 150923 | 0 | 25846 | ||
| STEVEN KLEIN | |||||||
| DEAN OF ADMISSIONS AND FIN AID | 50.0 | X | 133177 | 0 | 47789 | ||
| JOSEPH EMMICK | |||||||
| DEAN OF ADVANCEMENT | 50.0 | X | 117545 | 0 | 23469 | ||
| MICHAEL RATERS | |||||||
| DEAN OF STUDENTS | 50.0 | X | 96260 | 0 | 21142 | ||
| JAMES AMIDON | |||||||
| DIRECTOR OF PUBLIC AFFAIRS | 50.0 | X | 94752 | 0 | 19039 | ||
| JOHN CULLEY | |||||||
| ASST. SECRETARY & COMPTROLLER | 50.0 | X | 74521 | 0 | 16894 | ||
| THOMAS BAMBREY | |||||||
| DIRECTOR OF ATHLETICS | 55.0 | 125000 | 0 | 19217 | X | ||
| CHARLES BLAICH | |||||||
| DIRECTOR, CENTER OF INQUIRY | 55.0 | 112242 | 0 | 38066 | X | ||
| MELISSA BUTLER | |||||||
| PROFESSOR OF POLITICAL SCIENCE | 55.0 | 120369 | 0 | 18839 | X | ||
| WILLIAM DOEMEL | |||||||
| DIRECTOR, CENTER OF INQUIRY | 55.0 | 113228 | 0 | 18312 | X | ||
| TOBEY HERZOG | |||||||
| PROFESSOR | 55.0 | 110993 | 0 | 20743 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1671312 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 326394 | TotalOtherCompensation |
| Number Individuals GT100 K | 12 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SODEXO INC AFFILIATES | |||||
| 10 EARHARD DRIVE | WILLIAMSVILLE | NY | 14221 | MAINTENANCE SERVICES | 3138092 |
| BON APPETIT DINING SERVICES | |||||
| 100 HAMILTON AVE SUITE 300 | PALO ALTO | CA | 94301 | FOOD SERVICE | 1464350 |
| GEUPEL DEMARS HAGERMAN LLC | |||||
| 10315 ALLISONVILLE ROAD | FISHERS | IN | 46038 | BUILDING CONTRACTOR | 599584 |
| ACT INC | |||||
| 500 ACT DRIVE | IOWA CITY | IA | 52243 | CONTRACT RESEARCH | 538363 |
| AA HUBER SONS | |||||
| 500 NORTH JACKSON STREET | GREENCASTLE | IN | 46135 | PLUMBING & HEATING | 217640 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 15 | NumberOfContractorsGT100K |
| All Other Contributions | 10530480 | AllOtherContributions |
| Noncash Contributions | 2302857 | NoncashContributions |
| Total Contributions | 10530480 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION & FEES | 611600 | 24776861 | 24776861 |
| FRATERNITY LEASES | 531110 | 876551 | 876551 |
| STUDENT ROOM & BOARD | 611710 | 2552431 | 2552431 |
| ATHLETIC FACILITY REVENUE | 713940 | 45500 | 45500 |
| STUDY ABROAD PROGRAM | 611600 | 873295 | 873295 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 869898 | TotalRevenueColumn |
| Related Or Exempt Function Income | 869898 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 29994536 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7534018 | TotalRevenueColumn |
| Unrelated Business Revenue | -206669 | UnrelatedBusinessRevenue |
| Exclusion | $7,740,687 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 387068458 | Securities |
| Other | 85800 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 367023914 | Securities |
| Other | 44540 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20044544 | Securities |
| Other | 41260 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20085804 | TotalRevenueColumn |
| Related Or Exempt Function Income | 41260 | RelatedOrExemptFunctionIncome |
| Exclusion | $20,044,544 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 759965 | GrossSalesOfInventory |
| Cost Of Goods Sold | 486362 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 273603 | TotalRevenueColumn |
| Related Or Exempt Function Income | 268275 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 5328 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 68418441 | TotalRevenueColumn |
| Related Or Exempt Function Income | 30304071 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -201341 | UnrelatedBusinessRevenue |
| Exclusion | $27,785,231 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 322851 | Total |
| Program Services | 322851 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14396721 | Total |
| Program Services | 14396721 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31000 | Total |
| Program Services | 31000 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1250696 | Total |
| Program Services | 1057625 | ProgramServices |
| Management And General | 108436 | ManagementAndGeneral |
| Fundraising | 84635 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14530183 | Total |
| Program Services | 12287146 | ProgramServices |
| Management And General | 1259778 | ManagementAndGeneral |
| Fundraising | 983259 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1395289 | Total |
| Program Services | 1151256 | ProgramServices |
| Management And General | 111430 | ManagementAndGeneral |
| Fundraising | 132603 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2730073 | Total |
| Program Services | 1903604 | ProgramServices |
| Management And General | 680547 | ManagementAndGeneral |
| Fundraising | 145922 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1132720 | Total |
| Program Services | 962592 | ProgramServices |
| Management And General | 95076 | ManagementAndGeneral |
| Fundraising | 75052 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176824 | Total |
| Management And General | 174638 | ManagementAndGeneral |
| Fundraising | 2186 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135804 | Total |
| Management And General | 135804 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 922097 | Total |
| Management And General | 922097 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3022735 | Total |
| Program Services | 2834729 | ProgramServices |
| Management And General | 171517 | ManagementAndGeneral |
| Fundraising | 16489 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2025463 | Total |
| Program Services | 1636719 | ProgramServices |
| Management And General | 330843 | ManagementAndGeneral |
| Fundraising | 57901 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62578 | Total |
| Program Services | 59850 | ProgramServices |
| Management And General | 1113 | ManagementAndGeneral |
| Fundraising | 1615 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7122992 | Total |
| Program Services | 6654949 | ProgramServices |
| Management And General | 423910 | ManagementAndGeneral |
| Fundraising | 44133 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1706426 | Total |
| Program Services | 1572887 | ProgramServices |
| Management And General | 98804 | ManagementAndGeneral |
| Fundraising | 34735 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213594 | Total |
| Program Services | 210492 | ProgramServices |
| Management And General | 1348 | ManagementAndGeneral |
| Fundraising | 1754 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2864669 | Total |
| Program Services | 2864669 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4117556 | Total |
| Program Services | 3981355 | ProgramServices |
| Management And General | 135278 | ManagementAndGeneral |
| Fundraising | 923 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 473266 | Total |
| Program Services | 151500 | ProgramServices |
| Management And General | 321766 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BOOKS, PERIODICAL, MEDIA | 592843 | 590067 | 1010 | 1766 |
| OFF-CAMPUS FEES | 149095 | 149095 | ||
| STUDENT ROOM & BOARD | 1452110 | 1436233 | 15432 | 445 |
| ENTERTAINMENT | 446385 | 289203 | 128816 | 28366 |
| ASSOCIATION & MEMBERSHIP DUES | 192115 | 137958 | 50052 | 4105 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 451183 | Total |
| Program Services | 288264 | ProgramServices |
| Management And General | 134525 | ManagementAndGeneral |
| Fundraising | 28394 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61917268 | Total |
| Program Services | 54970765 | ProgramServices |
| Management And General | 5302220 | ManagementAndGeneral |
| Fundraising | 1644283 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3460 | BOY |
| EOY | 4250 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9862539 | BOY |
| EOY | 16149327 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4515579 | BOY |
| EOY | 4807142 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18518 | BOY |
| EOY | 87732 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 644120 | BOY |
| EOY | 1540038 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 334362 | BOY |
| EOY | 299612 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 156997770 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 45490775 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114201360 | BOY |
| EOY | 111506995 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 196220480 | BOY |
| EOY | 180321630 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61985358 | BOY |
| EOY | 96742481 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21187108 | BOY |
| EOY | 23267598 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 408972884 | BOY |
| EOY | 434726805 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2816702 | BOY |
| EOY | 2627614 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46155000 | BOY |
| EOY | 46155000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17969349 | BOY |
| EOY | 23579292 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66941051 | BOY |
| EOY | 72361906 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 186144615 | BOY |
| EOY | 193466587 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65277867 | BOY |
| EOY | 72529378 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90609351 | BOY |
| EOY | 96368934 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 342031833 | BOY |
| EOY | 362364899 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 408972884 | BOY |
| EOY | 434726805 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
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) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 256920735 | BeginningOfYearBalance |
| Contributions | 5223943 | Contributions |
| Investment Earnings Or Losses | 42744515 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2705690 | GrantsOrScholarships |
| Other Expenditures | 13920484 | OtherExpenditures |
| Administrative Expenses | 879780 | AdministrativeExpenses |
| End Of Year Balance | 287383239 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 351025806 | BeginningOfYearBalance |
| Contributions | 4013570 | Contributions |
| Investment Earnings Or Losses | -76929235 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3105066 | GrantsOrScholarships |
| Other Expenditures | 17040461 | OtherExpenditures |
| Administrative Expenses | 1043879 | AdministrativeExpenses |
| End Of Year Balance | 256920735 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.49960 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.49860 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00180 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4808597 | OtherCostOrOtherBasis |
| Book Value | 4808597 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 137642305 | OtherCostOrOtherBasis |
| Depreciation | 35410738 | Depreciation |
| Book Value | 102231567 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13731845 | OtherCostOrOtherBasis |
| Depreciation | 10080037 | Depreciation |
| Book Value | 3651808 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 815023 | OtherCostOrOtherBasis |
| Book Value | 815023 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 111506995 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALTERNATIVE INVESTMENTS | Description |
| Book Value | 96742481 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 96742481 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CSV LIFE INSURANCE | 1519953 |
| INTEREST IN PERPETUAL TRUSTS | 6841939 |
| REC-CHARITABLE REMAINDER TRUST | 14905706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 23267598 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PROVISION FOR EARLY RETIREMENT | $3,089,476 |
| POST-RETIREMENT BENEFIT OBLIG. | $13,791,884 |
| SWAP TERMINATION | $2,711,814 |
| ANNUITIES AND TRUSTS PAYABLE | $3,986,118 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 23579292 | TotalOfAmounts |
| Total Revenue | 68418441 | TotalRevenue |
| Total Expenses | 61917268 | TotalExpenses |
| Excess Or Deficit For Year | 6501173 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 16921369 | NetUnrealizedGLOnInvestments |
| Other | -$3,089,476 | OtherAmount |
| Total Adjustments | 13831893 | TotalAdjustments |
| Excess Or Deficit Per FS | 20333066 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 70929773 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 16921369 | NetUnrealizedGainsInvestments |
| Other Revenues | 486362 | OtherRevenues |
| Revenue Not Rptd F990 | 17407731 | RevenueNotRptdF990 |
| Revenue Subtotal | 53522042 | RevenueSubtotal |
| Investment Expenses Not Included | 922097 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 13974302 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 14896399 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 68418441 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 47544702 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 523833 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 523833 | ExpensesNotRptdF990 |
| Expenses Subtotal | 47020869 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 922097 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 13974302 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 14896399 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 61917268 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FOOTNOTES TO FINANCIAL STATEMENTS | SCHEDULE D, PART III, LINE 1A | THE COLLEGE'S COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE COLLEGE'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS IN THE STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE REPORTED IN THE YEAR OF ACQUISITION AS DECREASES IN UNRESTRICTED NET ASSETS, OR IN TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS WERE RESTRICTED TO THAT USE BY DONOR STIPULATION. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT REPORTED IN THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES RELATED TO COLLECTION ITEMS ARE REPORTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. THE COLLEGE'S COLLECTIONS CONSIST PRIMARILY OF BOOKS, ARTWORK, AND SCIENTIFIC ARTIFACTS. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THE DISPOSITION OF COLLECTION ITEMS TO BE USED TO ACQUIRE OTHER COLLECTION ITEMS. |
| FURTHERANCE OF EXEMPT PURPOSE | SCHEDULE D, PART III, LINE 4 | WABASH COLLEGE USES THE ART COLLECTION IN TEACHING ART AND ART HISTORY COURSES. |
| INTENDED USES OF ENDOWMENT FUNDS | SCHEDULE PART V, LINE 4 | ENDOWED FUNDS SUPPORT THE COLLEGE'S MISSION BY PROVIDING SCHOLARSHIPS FOR STUDENTS, FUNDS FOR SPECIAL PROJECTS AND GENERAL OPERATING FUNDS FOR THE COLLEGE. |
| FIN 48 DISCLOSURE | SCHEDULE D, PART X, Line 2 | 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. |
| OTHER ADJUSTMENTS | SCHEDULE D, PARTS XI, LINE 8 | PROVISION FOR EARLY RETIREMENT INCENTIVE = -3,089,476 |
| OTHER ADJUSTMENTS | SCHEDULE D, PARTS XII, LINE 2D | COST OF GOODS SOLD = 486,362 |
| OTHER ADJUSTMENTS | SCHEDULE D, PART XIII, LINE 4B | COST OF GOODS SOLD = 486,362 DEFINED-BENEFIT POSTRETIREMENT HEALTH PLAN = 37,471 -------- 523,833 |
| OTHER ADJUSTMENTS | SCHEDULE D, PARTS XII & XIII, LINE 4B | GRANTS AND SCHOLARSHIPS = 13,974,302 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | WABASH PUBLISHES THE NOTICE ANNUALLY IN THE LOCAL AND INDIANAPOLIS NEWSPAPERS. | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Govt Financial Aid Explanation | WABASH STUDENTS RECEIVE PELL GRANTS AND STAFFORD LOANS. THE COLLEGE HAS RECEIVED GRANTS FROM THE NATIONAL SCIENCE FOUNDATION, USDA, AND NATIONAL INSTITUTES OF HEALTH. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| North America | 0 | 0 | Grantmaking | 31000 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | 142312 | OFF-CAMPUS STUDY PRGRM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 173312 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | North America | Region |
| Purpose Of Grant | PGRM SUPPORT | PurposeOfGrant |
| Amount Of Cash Grant | 20000 | AmountOfCashGrant |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 1 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | FELLOWSHIPS | TypeOfAssistance |
| Region | North America | Region |
| Number Of Recipients | 1 | NumberOfRecipients |
| Amount Of Cash Grant | 5000 | AmountOfCashGrant |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursement |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE US | Identifier |
| Return Reference | SCHEDULE F, PART I, LINE 2 | ReturnReference |
| Explanation | GRANTS ARE MADE TO ACCREDITED SCHOOLS AND SEMINARIES. BOTH FINANCIAL AND NARRATIVE REPORTS OF GRANT ACTIVITIES ARE REQUIRED. REPORTS ARE REVIEWED BY THE GRANT ADVISORY COMMITTEE AND SENIOR STAFF. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (14 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| UNITED THEOLOGICAL SEMINARY | |||||||
| 3000 5TH STREET NW | ST PAUL | MN | 55112 | 310568239 | 501(C)(3) | 19969 | PROGRAM SUPPORT |
| BOSTON UNIVERSITY SCHOOL OF THEOLOGY | |||||||
| 745 COMMONWEALTH AVE | BOSTON | MA | 02215 | 046061320 | 501(C)(3) | 20000 | PROGRAM SUPPORT |
| PERKINS SCHOOL OF THEOLOGY SOUTHERN METHODIST UNIV | |||||||
| PO BOX 750133 | DALLAS | TX | 75275 | 750800689 | 501(C)(3) | 20000 | PROGRAM SUPPORT |
| CANDLER SCHOOL OF THEOLOGY EMORY UNIVERSITY | |||||||
| 500 KILGO CIRCLE NE | ATLANTA | GA | 30322 | 580566256 | 501(C)(3) | 19993 | PROGRAM SUPPORT |
| MENNONITE BRETHREN BIBLICAL SEMINARY | |||||||
| 4824 E BUTLER AVE | FRESNO | CA | 93727 | 946128992 | 501(C)(3) | 22500 | PROGRAM SUPPORT |
| COLLEGE THEOLOGY SOCIETY ST VINCENT COLLEGE | |||||||
| 300 FRAZER PURCHASE ROAD | LATROBE | PA | 15650 | 226084244 | 501(C)(3) | 14779 | PROGRAM SUPPORT |
| SEATTLE UNIVERSITY | |||||||
| 901 12TH AVE | SEATTLE | WA | 98122 | 910565006 | 501(C)(3) | 19800 | PROGRAM SUPPORT |
| MISSOURI STATE UNIVERSITY | |||||||
| 901 S NATIONAL AVE | SPRINGFIELD | MO | 65897 | 431234200 | 501(C)(3) | 18757 | PROGRAM SUPPORT |
| AUBURN THEOLOGICAL SEMINARY | |||||||
| 3041 BROADWAY | NEW YORK | NY | 10027 | 150532053 | 501(C)(3) | 20000 | PROGRAM SUPPORT |
| AGNES SCOTT COLLEGE | |||||||
| 141 E COLLEGE AVE | DECATUR | GA | 30030 | 580566116 | 501(C)(3) | 19253 | PROGRAM SUPPORT |
| WESLEY THEOLOGICAL SEMINARY | |||||||
| 4500 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | 530245887 | 501(C)(3) | 22300 | PROGRAM SUPPORT |
| PALMER THEOLOGICAL SEMINARY | |||||||
| 6 LANCASTER AVE | WYNNEWOOD | PA | 19096 | 231365955 | 501(C)(3) | 10000 | PROGRAM SUPPORT |
| DREW THEOLOGICAL SEMINARY | |||||||
| 36 MADISON AVE | MADISON | NJ | 07940 | 221487164 | 501(C)(3) | 16000 | PROGRAM SUPPORT |
| UNION THEOLOGICAL SEMINARY | |||||||
| 3041 BROADWAY | NEW YORK | NY | 10027 | 131624238 | 501(C)(3) | 20000 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 14 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (12 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| FELLOWSHIPS | 48 | 235000 |
| STUDENT GRANTS & SCHOLARSHIPS | 848 | 13974302 |
| PASTORAL LEADERSHIP GRANTS | 15 | 3577 |
| FACULTY SUPPORT GRANTS | 19 | 25902 |
| STUDENT PRIZES & AWARDS | 78 | 68304 |
| ATHLETICS AWARDS & TROPHIES | 100 | 6781 |
| FRATERNITY CLEANING AWARDS | 12 | 4800 |
| SERVICE AWARDS | 3 | 3750 |
| ALL OTHER PLAQUES, TROPHIES, & AWARDS | 5 | 15073 |
| STAFF VACATION AWARDS | 19 | 11205 |
| OUTSIDE SCHOLARSHIPS | 28 | 47098 |
| STUDENT RESEARCH AWARDS | 2 | 929 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S. | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | GRANTS ARE MADE TO ACCREDITED SCHOOLS AND SEMINARIES. BOTH FINANCIAL AND NARRATIVE REPORTS OF GRANT ACTIVITIES ARE REQUIRED. REPORTS ARE REVIEWED BY THE GRANT ADVISORY COMMITTEE AND THE SENIOR STAFF. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PATRICK WHITE | |||||||||||
| 199211 | 0 | 0 | 0 | 9171 | 0 | 21100 | 0 | 9725 | 0 | 239207 | 0 |
| GARY PHILLIPS | |||||||||||
| 163920 | 0 | 0 | 0 | 0 | 0 | 16660 | 0 | 9553 | 0 | 190133 | 0 |
| LARRY GRIFFITH | |||||||||||
| 150420 | 0 | 0 | 0 | 503 | 0 | 15467 | 0 | 10379 | 0 | 176769 | 0 |
| STEVEN KLEIN | |||||||||||
| 133027 | 0 | 0 | 0 | 150 | 0 | 14045 | 0 | 33744 | 0 | 180966 | 0 |
| CHARLES BLAICH | |||||||||||
| 112137 | 0 | 0 | 0 | 105 | 0 | 11901 | 0 | 26165 | 0 | 150308 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | INFORMATION REGARDING BENEFTIS PROVIDED | Identifier |
| Return Reference | SCHEDULE J, PART I, QUESTION 1A | ReturnReference |
| Explanation | WABASH COLLEGE PROVIDES A RESIDENCE FOR PERSONAL USE TO PATRICK E. WHITE, THE COLLEGE'S PRESIDENT, AND GARY A. PHILLIPS, THE DEAN OF THE COLLEGE. THE RESIDENCES ARE NOT INCLUDED IN THEIR TAXABLE COMPENSATION. THE RESIDENCES ARE PROVIDED FOR THE CONVENIENCE OF WABASH COLLEGE, THE PRESIDENT AND DEAN WERE REQUIRED TO LIVE IN THEIR RESPECTIVE RESIDENCES AS A CONDITION OF THEIR EMPLOYMENT, AND THEIR RESIDENCES ARE CONTIGUOUS TO WABASH'S CAMPUS. TRAVEL FOR COMPANIONS WAS PROVIDED TO THE PRESIDENT TO FURTHER BUSINESS ACTIVITIES CONDUCTED ON BEHALF OF THE COLLGE. HOUSEHOLD SERVICE, AUTOMOBILE MILEAGE, AND THE PERSONAL PORTION OF SOCIAL CLUB DUES WERE INCLUDED IN TAXABLE INCOME. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA EDUCATION FACILITIES AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 521698917 | IssuerEIN |
| CUSIP Number | 455048R91 | CUSIPNumber |
| Date Issued | 2003-03-01 | DateIssued |
| Issue Price | 17500000 | IssuePrice |
| Description Of Purpose | CONSTRUCTION AND EXPANSION | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | true | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 17500000 | TotalProceeds |
| Issuance Costs From Proceeds | 161841 | IssuanceCostsFromProceeds |
| Capital Expenditures | 7338159 | CapitalExpenditures |
| Year Of Subst Completion | 2003 | YearOfSubstCompletion |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | true | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | true | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | true | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | AMERICAN FUNDS | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | SEE SCHEDULE O | Relationship |
| Amount Of Transaction | 404086 | AmountOfTransaction |
| Description Of Transaction | FINANCIAL SERVICES | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SEE PART II | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 63 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2298757 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy |
Historical Artifacts HistoricalArtifacts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2600 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL, PART II | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 8 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NONCASH CONTRIBUTIONS | SCHEDULE M, PART I, QUESTION 32A | JPMORGAN CHASE BANK AND GOELZER INVESTMENT MANAGEMENT ARE WABASH'S CUSTODIANS WHO PROCESS AND SELL GIFTS OF STOCK. FC TUCKER CARTER HESS GROUP DISPOSES OF GIFTS OF REAL ESTATE. |
| REVENUES NOT REPORTED | SCHEDULE M, PART I, QUESTION 33 | WE DID NOT REPORT REVENUES FOR ITEMS WE COULD NOT PROPERLY VALUE. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DIRECTOR, TRUSTEE, OR KEY EMPLOYEE | FORM 990, PART VI, QUESTION 2 | GARY REAMEY AND ALLAN ANDERSON HAVE A BUSINESS RELATIONSHIP. ROBERT GRAND AND RAY KLJAJIC HAVE A BUSINESS RELATIONSHIP. |
| CLASSES OF MEMBERS OR STOCKHOLDERS | FORM 990, PART VI, QUESTION 6 & 7A | ALUMNI OF WABASH COLLEGE ARE CONSIDERED MEMBERS. AN ALUMNUS IS ANY PERSON WHO ATTENDED WABASH FOR AT LEAST TWO SEMESTERS. EVERY EVEN-NUMBERED YEAR, ALUMNI ELECT TWO TRUSTEES TO THE BOARD. EVERY ODD-NUMBERED YEAR, ALUMNI ELECT ONE TRUSTEE TO THE BOARD. |
| PROCESS TO REVIEW THE FORM 990 | FORM 990, PART VI, QUESTION 11A | THE AUDIT COMMITTEE CHAIRMAN AND THE TRESURER/CFO DO A DETAILED REVIEW OF THE 990. THE ENTIRE BOARD IS GIVEN ACCESS TO THE RETURN POSTED ON THE COLLEGE PORTAL BEFORE THE RETURN IS FILED. |
| PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY | FORM 990, PART VI, QUESTION 12C | TWO CONFLICT OF INTEREST STATEMENTS ARE SENT TO ALL BOARD MEMBERS, A GENERAL ONE IN AUGUST AND ONE THAT MEETS THE REQUIREMENTS OF THE 990 IN MARCH. THE SECRETARY OF THE BOARD REVIEWS THE FIRST SET OF COMPLETED FORMS AND THE TRESURER OF THE BOARD REVIEWS THE SECOND SET OF CONFLICT OF INTEREST FORMS COMPLETED FOR THE FORM 990. THERE HAVE BEEN FEW CONFLICTS ON THE BOARD, BUT WHEN ONE DOES OCCUR, THE BOARD MEMBER RECUSES HIMSELF FROM VOTING. THE CONFLICT OF INTEREST AND RECUSAL ARE NOTED IN THE MINUTES OF THE BOARD MEETING. |
| REVIEW OF CEO OR TOP MGMT OFFICIAL COMPENSATION | FORM 990, PART VI, QUESTION 15A & 15B | THE PRESIDENT MAKES RECOMMENDATIONS TO THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES FOR SALARIES FOR SENIOR STAFF MEMBERS. THIS WAS LAST DONE IN THE SPRING OF 2010. IN ADDITION, THE COMPENSATION COMMITTEE SETS THE SALARY LEVEL FOR THE PRESIDENT. THIS WAS LAST DONE IN THE SPRING OF 2010. |
| GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS | FORM 990, PART VI, QUESTION 19 | WABASH COLLEGES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON WABASH'S WEBSITE. |
| BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | FORM 990, PART VII | FRED RUEBECK, A TRUSTEE, IS EMPLOYED BY WABASH COLLEGE IN AN ADVISORY ROLE. |
| BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | SCHEDULE L, PART IV, COLUMN B | KEVIN CLIFFORD, A TRUSTEE, IS PRESIDENT AND CEO OF AMERICAN FUNDS. WABASH COLLEGE HAS A PORTION OF ITS ENDOWMENT FUND AND 403(B) PLAN WITH AMERICAN FUNDS. |
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