2026-04-15T15:12:10-05:00 2025-05-31 390859910 BAKER TILLY ADVISORY GROUP LP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990 2024-06-01 470376524 NEBRASKA WESLEYAN UNIVERSITY NEBR 4024652119 5000 ST PAUL AVE LINCOLN NE 68504 DORI SMIDT VICE PRESIDENT FOR FIN & ADMIN 4024652119 2026-03-27 1 1 KAREN A GRIES P00078514 6128764500 2026-03-27 2024 2025-03-06 01:10:19Z DARRIN GOOD 5000 ST PAUL AVE LINCOLN NE 68504 118266210 0 X WWW.NEBRWESLEYAN.EDU X 1887 NE AN ACADEMIC COMMUNITY DEDICATED TO INTELLECTUAL AND PERSONAL GROWTH WITHIN A CHRISTIAN ENVIRONMENT. 31 30 979 100 1100 0 7648273 9647848 73060568 72069965 3371390 4445161 812322 981975 84892553 87144949 39995207 41072017 0 0 25393530 26463362 0 0 2996606 17037036 18553981 82425773 86089360 2466780 1055589 160939446 165912987 16289620 14452320 144649826 151460667 X 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. 0 0 62933134 41072017 72140883 INSTRUCTION - NEBRASKA WESLEYAN UNIVERSITY (NWU OR UNIVERSITY) IS KNOWN FOR A RIGOROUS AND NURTURING LEARNING ENVIRONMENT, ENHANCED BY THE FACULTY'S DESERVED REPUTATION FOR EXCEPTIONALLY EFFECTIVE TEACHING AND MENTORING. ACADEMIC PROGRAMS CONSIST OF FACE-TO-FACE INSTRUCTION AND INTEGRATION OF THE LIBERAL ARTS REGARDLESS OF MAJOR. NWU SERVES APPROXIMATELY 1,500 TRADITIONAL UNDERGRADUATES EARNING BACHELOR'S DEGREES ON A RESIDENTIAL CAMPUS. THE UNIVERSITY ENROLLS APPROXIMATELY 200 GRADUATE STUDENTS. U.S. NEWS & WORLD REPORT HAS NAMED NWU A TOP REGIONAL UNIVERSITY. ITS GENERAL EDUCATION PROGRAM, THE ARCHWAY CURRICULUM, INTEGRATES LEARNING ACROSS DISCIPLINARY BOUNDARIES, ENHANCES LEARNING THROUGH NON-CLASSROOM EXPERIENCES, AND WEAVES SKILL DEVELOPMENT THROUGHOUT THE ACADEMIC PROGRAM.THE UNIVERSITY IS A NATIONALLY-RECOGNIZED LEADER FOR COMBINED EXCELLENCE IN ACADEMICS AND ATHLETICS, RANKING 13TH IN THE NATION (AMONG ALL DIVISIONS) WITH 192 ACADEMIC ALL-AMERICANS AND SEVENTH IN THE NATION FOR NCAA POSTGRADUATE SCHOLARSHIPS. 10080021 STUDENT SERVICES - NEBRASKA WESLEYAN UNIVERSITY'S LIVING AND LEARNING ENVIRONMENT FOCUSES ON STUDENT SUCCESS THROUGH DEVELOPMENT OF THE WHOLE PERSON. STUDENT WELL-BEING AND PERSONAL GROWTH ARE SUPPORTED THROUGH CAREER GUIDANCE, HEALTH AND COUNSELING SERVICES, ORGANIZATIONAL INVOLVEMENT AND MULTIPLE ENRICHMENT OPPORTUNITIES. ABOUT 40% OF TRADITIONAL STUDENTS COMPETE IN INTERCOLLEGIATE ATHLETICS (21 SPORTS). NWU IS A MEMBER OF NCAA DIVISION III AND COMPETES IN THE AMERICAN RIVERS CONFERENCE. THE PRAIRIE WOLVES HAVE CELEBRATED MANY CONFERENCE WINS AS WELL AS NATIONAL CHAMPIONSHIPS IN MEN'S GOLF AND MEN'S BASKETBALL. 5940255 ACADEMIC SUPPORT - NEBRASKA WESLEYAN INSTRUCTIONAL PROGRAMS ARE STRENGTHENED BY THE UNIVERSITY'S LIBRARY, COOPER CENTER FOR ACADEMIC RESOURCES, ACADEMIC ADVISING, ACCESSIBILITY SERVICES, INSTRUCTIONAL AND COMPUTER SERVICES, GLOBAL ENGAGEMENT OFFICE, UNIVERSITY SYMPOSIUMS AND LECTURES AND SUPPORT OF PROFESSIONAL DEVELOPMENT FOR FACULTY. 78953410 1 1 0 1 0 0 0 0 1 1 1 1 0 1 1 1 1 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 5278 0 1 979 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 31 30 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X DORI SMIDT 4024652111 5000 SAINT PAUL AVENUE LINCOLN NE 68504 KEVIN BOWER FACULTY BOG REP 40.00 X 89282 0 17747 KEVIN COOK CHAIR 5.00 X X 0 0 0 SUSIE KEISLER-MUNRO VICE CHAIR 5.00 X X 0 0 0 KEVIN BOATRIGHT SECRETARY 5.00 X X 0 0 0 DORIS ROBERTSON TREASURER 5.00 X X 0 0 0 ADRIANNE PROKUPEK-PICKETT FACULTY BOG REP 5.00 X 63840 0 26695 ALEX EISCHEID GOVERNOR 5.00 X 0 0 0 ALEX LOLLMAN GOVERNOR 5.00 X 0 0 0 ANNA CASTNER-WIGHTMAN GOVERNOR 5.00 X 0 0 0 BILL ELLERBEE GOVERNOR 5.00 X 0 0 0 BOB BARTLE GOVERNOR 5.00 X 0 0 0 BRAD HURRELL GOVERNOR 5.00 X 0 0 0 CHARLIE COLON GOVERNOR 5.00 X 0 0 0 DAPHNE HALL GOVERNOR 5.00 X 0 0 0 DOUG JOHNSON GOVERNOR 5.00 X 0 0 0 ELISE ROSELIUS GOVERNOR 5.00 X 0 0 0 EMALIE WIGHTMAN GOVERNOR 5.00 X 0 0 0 FRANK SVOBODA GOVERNOR 5.00 X 0 0 0 JAY LEMONS GOVERNOR 5.00 X 0 0 0 JEFF SCHUMACHER GOVERNOR 5.00 X 0 0 0 JILL MOLINE GOVERNOR 5.00 X 0 0 0 JO KINBERG GOVERNOR 5.00 X 0 0 0 JULIE ANDERSON GOVERNOR 5.00 X 0 0 0 LEE NEWCOMER GOVERNOR 5.00 X 0 0 0 MADDY AUGUST GOVERNOR 5.00 X 0 0 0 MARK SCHULZE GOVERNOR 5.00 X 0 0 0 MARCO PEDROZA GOVERNOR 5.00 X 0 0 0 MICHAELA YOUNG GOVERNOR 5.00 X 0 0 0 NANCY TOMLINSON GOVERNOR 5.00 X 0 0 0 NICK CUSICK GOVERNOR 5.00 X 0 0 0 SCOTT BREWER GOVERNOR 5.00 X 0 0 0 SHERYL RINKOL GOVERNOR 5.00 X 0 0 0 STEVE BRUGMAN GOVERNOR 5.00 X 0 0 0 SUZANNE SUGHROUE GOVERNOR 5.00 X 0 0 0 TIM LINEBERRY GOVERNOR 5.00 X 0 0 0 VIDETTE MIXON GOVERNOR 5.00 X 0 0 0 GRACIELA CANEIRO-LIVINGSTON PROVOST 40.00 X 145674 0 32847 STEVEN CASSELL VP FOR ENROLLMENT & MKTG 40.00 X 89414 0 16327 TISHA GADE-JONES VP FOR FINANCE AND ADMIN 40.00 X 148124 0 38381 DARRIN GOOD PRESIDENT 40.00 X 367682 0 42294 ERIN HOFFMAN VP FOR STUDENT LIFE 40.00 X 128288 0 17829 MARGUERITE JOHNSON VP FOR ADVANCEMENT 40.00 X 204307 0 22878 STEVEN DOW DIRECTOR OF IT INFRASTRUCTURE 40.00 X 107193 0 5531 MARY HAWK DIRECTOR OF DEVELOPMENT 40.00 X 101477 0 18465 DALE WELLMAN HEAD MENS BASKETBALL COACH 40.00 X 121694 0 20733 WILLIAM MOTZER FORMER: VP FOR ENROLLMENT & MKTG 40.00 X 118213 0 20105 1685188 0 279832 9 1 1 0 SODEXO INC & AFFILIATES 4880 PAYSPHERE CIRCLE CHICAGO IL 60674 CAMPUS FOOD SERVICE 2064717 WINDSTAR LINES 5621 SCHWEITZER RD LINCOLN NE 68507 TRAVEL (BUS) 400439 ELLUCIAN LP 62578 COLLECTION CTR DR CHICAGO IL 60693 SOFTWARE MAINTENANCE 336568 ORANGE142 LLP 1177 WEST LOOP S STE 1310 HOUSTON TX 77027 MEDIA AND DIGITAL SERVICES 305764 JOHNSON CONTROLS 4829 S 115TH ST OMAHA NE 68137 REPAIR AND MAINTENANCE 301032 20 2285966 7361882 819657 9647848 TUITION AND FEES 900099 64107762 64107762 AUXILIARY ENTERPRISE 900099 7962203 7962203 72069965 2808430 2808430 213910 142992 70918 70918 70918 32276000 339000 30625306 352963 1650694 -13963 1636731 1636731 MISC REVENUE 900099 358701 358701 SALES REVENUE 900099 282984 282984 ATHLETIC SPORTS REVENU 900099 269372 1100 268272 911057 87144949 72140883 1100 5355118 41072017 41072017 1512567 206351 999536 306680 18493791 16169410 935200 1389181 805042 627159 107032 70851 4283018 3446354 567769 268895 1368944 1128349 125639 114956 78337 78337 117397 117397 189872 189872 3121568 2901945 174520 45103 676099 537676 29871 108552 2511851 2239828 145222 126801 1655558 1452074 11112 192372 1311408 1267405 25780 18223 1652360 1491912 102422 58026 211709 200323 11386 3213474 3083789 126995 2690 944477 912886 18508 13083 BUILDING, GROUNDS, MAIN 1633639 1367956 5498 260185 MISCELLANEOUS 919888 531632 367248 21008 LIBRARY 316344 316344 86089360 78953410 4139344 2996606 1624043 1382656 2472132 3673077 479450 1037690 1718882 1738654 111653 73099 1193463 899744 111092317 58833500 53367118 52258817 78306055 81655991 12446088 14126907 9220562 9066352 160939446 165912987 4619783 4356650 538799 549282 8209321 7099128 2175055 1769741 746662 677519 16289620 14452320 X 65911879 60916914 78737947 90543753 144649826 151460667 160939446 165912987 X 1055589 5402787 2213 350252 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2154 2154 86087206 86089360 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 2000 1754 1974 2154 7882 250000 250000 250000 250000 1000000 1500000 X X 0 1 X 82773243 3534220 9003749 2976162 92335050 70405634 3397206 11773860 2803457 82773243 72526842 1088155 -519458 2689905 70405634 76990960 1200672 -3239249 2425541 72526842 58643246 3012693 17717157 -2382137 76990960 0.07771 0.61581 0.30647 1 0 7428106 7428106 90883136 47442207 43440929 165371 137858 27513 12615704 11253435 1362269 52258817 HEDGE FUND 12214252 F CHARITABLE LIFE INSURANCE POLICIES 1912655 F 14126907 RIGHT-OF-USE ASSET 1561452 OTHER ASSETS 7504900 9066352 CHARITABLE GIFT ANNUITIES 677519 677519 X 51636099 5402787 407754 5810541 45825558 189872 41129519 41319391 87144949 44827471 0 44827471 189872 41072017 41261889 86089360 PART IV, LINE 2B: THE UNIVERSITY HOLDS AND MANAGES FUNDS FOR THE PERKINS LOAN PROGRAM ON BEHALF OF THE US 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. PART X, LINE 2: THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE UNIVERSITY IS NOT SUBJECT TO FEDERAL AND STATE INCOME TAXES. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE UNIVERSITY'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE UNIVERSITY HAD NO MATERIAL UNRELATED BUSINESS INCOME DURING THE YEAR. ACCOUNTING GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE UNIVERSITY FOR UNCERTAIN TAX POSITIONS AS OF MAY 31, 2025, AND 2024. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 407,754. PART XI, LINE 4B - OTHER ADJUSTMENTS: DISCOUNT ON STUDENT LOANS 41,072,017. CHANGE IN PRESENT VALUE OF CHARITABLE GIFT ANNUITIES 57,502. PART XII, LINE 4B - OTHER ADJUSTMENTS: DISCOUNT ON STUDENT LOANS 41,072,017. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 NEBRASKA WESLEYAN PROVIDES EQUAL OPPORTUNITY TO ALL QUALIFIED PERSONS IN ALL AREAS OF UNIVERSITY OPERATION, INCLUDING EDUCATION, EMPLOYMENT, AND DECISIONS REGARDING FACULTY APPOINTMENT, PROMOTION OR TENURE, WITHOUT REGARD TO RACE, RELIGION AGE, SEX, CREED, COLOR, DISABILITY, MARITAL STATUS, NATIONAL OR ETHNIC ORIGIN, ANCESTRY, SEXUAL ORIENTATION, GENDER IDENTITY, GENETIC MATERIAL, OR ANY OTHER LEGALLY PROTECTED CLASS UNDER CITY, STATE, OR FEDERAL LAW. SCHEDULE E, PART I, LINE 6 UNIVERSITY PARTICIPATES IN FEDERAL AND STATE STUDENT FINANCIAL AID PROGRAMS AND RECEIVED OTHER FEDERALLY FUNDED GRANTS AS A SUBRECIPIENT FROM VARIOUS STATE PASS-THROUGH AGENCIES. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS N/A 12214252 0 0 0 0 0 0 12214252 0 12214252 1 0 0 0 0 0 1 SCHOLARSHIPS ASSITANCE TO STUDENTS 1921 41072017 0 N/A N/A X X 1 1 X X 0 0 0 0 0 0 0 0 0 DARRIN GOOD PRESIDENT 305797 0 0 0 61885 0 17768 0 24526 0 409976 0 0 0 MARGUERITE JOHNSON VP FOR ADVANCEMENT 204307 0 0 0 0 0 10500 0 12378 0 227185 0 0 0 TISHA GADE-JONES VP FOR FINANCE AND ADMIN 148124 0 0 0 0 0 8105 0 30276 0 186505 0 0 0 GRACIELA CANEIRO-LIVINGSTON PROVOST 145674 0 0 0 0 0 7950 0 24897 0 178521 0 0 0 WILLIAM MOTZER FORMER: VP FOR ENROLLMENT & MKTG 96405 0 0 0 21808 0 10583 0 9522 0 138318 0 0 0 PART I, LINE 1A: HEALTH OR SOCIAL CLUB DUES - THE PRESIDENT OF THE UNIVERSITY UTILIZES THE MEMBERSHIP FOR BUSINESS PURPOSES. NOT INCLUDED IN THE PRESIDENT'S TAXABLE INCOME SINCE THE USE IS BUSINESS RELATED. REIMBURSEMENTS/PAYMENTS ARE NOT ALLOWED FOR ITEMS LISTED EXCEPT FOR THE PRESIDENT. THE SPECIFIC ITEMS CHECKED ARE ADDRESSED IN THE PRESIDENT'S CONTRACT. ALL REIMBURSABLE EXPENSES SHALL CONFORM TO THE UNIVERSITY'S REIMBURSEMENT POLICY AND APPLICABLE IRS REGULATIONS. IF APPLICABLE, THE UNIVERSITY WILL WITHHOLD ANY REQUIRED TAXES WITH RESPECT TO ANY REIMBURSED EXPENSE. BUSINESS EXPENSES ARE NOT TAXABLE WHILE PERSONAL EXPENSES ARE INCLUDED IN THE PRESIDENT'S TAXABLE INCOM A THE CITY OF LINCOLN NEBRASKA 476006256 000000000 2022-01-04 11562000 REFUND PRIOR TAXABLE ISSUE (03/30/21) 0 0 0 A 4359000 11562000 11562000 2012 0 1 1 1 A 0 0 0 0 0 0 0 A 0 0 1 1 0 0 0 0 1 A 1 X 9 806757 MARKET VALUE X OTHER NON-CASH ITEMS 11 12900 0 0 0 0 PART I, COLUMN (B): COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 7A THE FACULTY ELECT A FACULTY VP FOR FACULTY AFFAIRS AND THIS POSITION SERVES ON THE BOARD OF GOVERNORS. THE STUDENT BODY ELECTS A STUDENT BODY PRESIDENT WHO SERVES ON THE BOARD OF GOVERNORS. THE PRESIDENT IS ALSO A VOTING MEMBER ON THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE UNIVERSITY'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. NEBRASKA WESLEYAN UNIVERSITY ADMINISTRATORS WILL REVIEW THE 990, IT IS THEN PROVIDED TO THE BOARD OF GOVERNORS FOR REVIEW AND COMMENTS ARE THEN REVIEWED IN MORE DETAIL BY THE EXECUTIVE COMMITTEE OF THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF GOVERNORS ARE GIVEN AN ANNUAL CONFLICT OF INTEREST STATEMENT TO COMPLETE AND SIGN. THE FORM INCLUDES THE UNIVERSITY'S CONFLICT OF INTEREST POLICY. THE PRESIDENT'S OFFICE COLLECTS THE FORMS AND RETAINS THEM ON FILE. THE COMPLETED CONFLICT OF INTEREST FORMS ARE DISCLOSED TO ALL BOARD MEMBERS. MEMBERS WITH A CONFLICT OF INTEREST MAY NOT VOTE ON ANY ISSUE IN WHICH THEY HAVE A CONFLICT OF INTEREST. THE ADMINISTRATIVE COUNCIL MEMBERS ALSO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. FORM 990, PART VI, SECTION B, 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. ALL COMPENSATION IS DOCUMENTED IN A CONTRACTUAL ARRANGEMENT. THIS PROCESS LAST OCCURRED IN SPRING 2019 WITH THE PRESIDENTIAL CONTRACT EFFECTIVE THROUGH JUNE 30, 2027. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: NET CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 407,754. CHANGE IN PRESENT VALUE OF CHARITABLE GIFT ANNUITIES -57,502. CHARITABLE REMAINDER TRUSTS (11) 5000 SAINT PAUL AVE LINCOLN NE 68504 CHARITABLE NE NEBRASKA WESLEYAN UNIVERSITY 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0