2026-05-14T11:57:31-05:00 2025-06-30 340677006 MALONEY NOVOTNY LLC 1111 SUPERIOR AVE SUITE 700 CLEVELAND OH 441142540 990 2024-07-01 314379585 OHIO WESLEYAN UNIVERSITY OHIO 7403682000 61 SOUTH SANDUSKY STREET DELAWARE OH 43015 ROBERT ZIELINSKI INTERIM VP FOR FIN&ADMIN&TREAS 7403683350 2026-05-11 1 0 CHRISTOPHER B ANDERSON P00226559 2163630100 2024 2025-03-06 01:10:19Z MATT VANDENBERG 61 SSANDUSKY STREET DELAWARE OH 43015 179390965 0 X WWW.OWU.EDU X 1842 OH OWU IS ONE OF THE NATION'S PREMIER SMALL LIBERAL ARTS COLLEGES, BOASTING STRONG RELATIONSHIPS BETWEEN STUDENTS AND FACULTY AND OPPORTUNITIES THAT PREPARE STUDENTS FOR SERVICE AND LEADERSHIP. 37 35 1472 650 341371 626254 21651715 57663732 94416384 102171891 6486840 14206057 5782 -153 122560721 174041527 56043944 60666968 0 0 37191852 39270018 0 348278 3812922 40656085 43140852 133891881 143426116 -11331160 30615411 507669143 550772796 83470558 79440266 424198585 471332530 X SEE SCHEDULE OOHIO WESLEYAN'S CHARTER PROVIDES THAT "THE UNIVERSITY IS FOREVER TO BE CONDUCTED ON THE MOST LIBERAL PRINCIPLES, ACCESSIBLE TO ALL RELIGIOUS DENOMINATIONS, AND DESIGNED FOR THE BENEFIT OF OUR CITIZENS IN GENERAL." IN THE SPIRIT OF ITS HERITAGE, THE UNIVERSITY DEFINES ITSELF AS A COMMUNITY OF TEACHERS AND STUDENTS DEVOTED TO THE FREE PURSUIT OF TRUTH. IT DEVELOPS IN ITS STUDENTS QUALITIES OF INTELLECT AND CHARACTER THAT WILL BE USEFUL NO MATTER WHAT THEY CHOOSE TO DO IN LATER LIFE. OWU JUDGES ITSELF SUCCESSFUL WHEN IT HAS ACCOMPLISHED THREE OBJECTIVES IN ITS WORK WITH STUDENTS: TO IMPART KNOWLEDGE. TO DEVELOP AND ENHANCE CERTAIN IMPORTANT CAPABILITIES OF STUDENTS. TO PLACE EDUCATION IN THE CONTEXT OF VALUES. 0 0 128463359 60666968 102171891 ONE OF THE NATION'S PREMIER SMALL LIBERAL ARTS COLLEGES, OHIO WESLEYAN UNIVERSITY BOASTS A RIGOROUS CURRICULUM, EXCEPTIONALLY STRONG MENTORING RELATIONSHIPS BETWEEN STUDENTS AND FACULTY, AND A HOST OF EXPERIENTIAL LEARNING OPPORTUNITIES THAT LINK THE LIBERAL ARTS TO PRACTICAL REALITIES AND PREPARE STUDENTS FOR SERVICE AND LEADERSHIP IN THEIR CAREERS AND COMMUNITIES. 128463359 1 1 0 0 0 0 1 1 0 1 1 1 0 0 1 1 0 1 1 0 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 1 1 1 0 0 0 1 275 0 1 1472 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 37 35 1 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 OH X X ROBERT ZIELINSKI 7403683350 61 SOUTH SANDUSKY STREET DELAWARE OH 43015 NICHOLAS CALIO CHAIR OF THE BOARD 1.00 X 0 0 0 KARA J TROTT VICE CHAIR OF THE BOARD 1.00 X 0 0 0 RICK DOODY AT-LARGE TRUSTEE 1.00 X 0 0 0 JASON DOWNEY AT-LARGE TRUSTEE 1.00 X 0 0 0 PETER EASTWOOD AT-LARGE TRUSTEE 1.00 X 0 0 0 AARON GRANGER AT-LARGE TRUSTEE 1.00 X 0 0 0 ROBERT C HICKSON AT-LARGE TRUSTEE 1.00 X 0 0 0 JOE LASH AT-LARGE TRUSTEE 1.00 X 0 0 0 MARTHA NUNN LEWIS AT-LARGE TRUSTEE 1.00 X 0 0 0 VIKRAM MALHOTRA AT-LARGE TRUSTEE 1.00 X 0 0 0 MICHAEL MCCLUGGAGE AT-LARGE TRUSTEE 1.00 X 0 0 0 KATHRYN BRADFORD MILLIGAN AT-LARGE TRUSTEE 1.00 X 0 0 0 JOHN F MILLIGAN AT-LARGE TRUSTEE 1.00 X 0 0 0 VIDYALAKSHMI NAGAJARAN AT-LARGE TRUSTEE 1.00 X 0 0 0 CINDY O'NEILL AT-LARGE TRUSTEE 1.00 X 0 0 0 DEAKINS RUSHTON AT-LARGE TRUSTEE 1.00 X 0 0 0 THOMAS SIMONS AT-LARGE TRUSTEE 1.00 X 0 0 0 ELLEN SIMPSON AT-LARGE TRUSTEE 1.00 X 0 0 0 KEN STERNAD AT-LARGE TRUSTEE 1.00 X 0 0 0 HAMBURG TANG AT-LARGE TRUSTEE 1.00 X 0 0 0 LORI EVANS BERNSTEIN ALUMNI TRUSTEE 1.00 X 0 0 0 KATE RAULIN CARNEY ALUMNI TRUSTEE 1.00 X 0 0 0 GARGI CHAUDHURI ALUMNI TRUSTEE 1.00 X 0 0 0 GREGORY DYSON ALUMNI TRUSTEE 1.00 X 0 0 0 ANDREA HEDRICK ALUMNI TRUSTEE 1.00 X 0 0 0 MICHELLE KILKENNEY ALUMNI TRUSTEE 1.00 X 0 0 0 JERILYN MAPES ALUMNI TRUSTEE 1.00 X 0 0 0 MYRON MCCOY ALUMNI TRUSTEE 1.00 X 0 0 0 BRIDGET DONNELL NEWTON ALUMNI TRUSTEE 1.00 X 0 0 0 TOM PALMER ALUMNI TRUSTEE 1.00 X 0 0 0 DEYDRE TEYHEN ALUMNI TRUSTEE 1.00 X 0 0 0 FAITH DESCHAMPS ALUMNI TRUSTEE 1.00 X 0 0 0 CLAY STURTS GRADUATING CLASS TRUSTEE 1.00 X 0 0 0 MALLORIE WATTS GRADUATING CLASS TRUSTEE 1.00 X 45124 0 0 C PAUL PALMER GRADUATING CLASS TRUSTEE 1.00 X 0 0 0 BISHOP HEE-SOO JUNG EX OFFICIO TRUSTEE,WEST OH CONF. 1.00 X 0 0 0 MATTHEW VANDENBERG PRESIDENT & EX OFFICIO TRUSTEE 40.00 X X 411797 0 34575 MAURA DONAHUE VP-FINANCE&ADMIN.&TREASURER 40.00 X 52634 0 3856 STEPHEN LIPPIELLO VP-FINANCE&ADMIN.&TREASURER 40.00 X 96410 0 8359 NATALIE DOAN VP-UNIVERSITY ADVANCEMENT 40.00 X 225120 0 19575 KARLYN CROWLEY PROVOST 40.00 X 205555 0 40329 DWAYNE TODD VP-STUDENT ENGAGE.&SUCCESS 40.00 X 196254 0 26111 ADAM SMITH VP-ENROLLMENT 40.00 X 198819 0 22057 JEREMY BASKES PROFESSOR-HISTORY 40.00 X 240812 0 17997 BRIAN RELLINGER ASSOC.PROVOST-ACAD.SUPP. 40.00 X 174234 0 25509 HAROLD WIEBE PROFESSOR-MATH&COMP.SCIENCE 40.00 X 144908 0 28421 DALE BRUGH ASSOCIATE PROVOST 40.00 X 141548 0 20238 EMILIE CLARK EXECUTIVE DIRECTOR-NYARTS 40.00 X 141279 0 12298 ROCKWELL JONES FORMER PRESIDENT 0.00 X 547922 0 25590 2822416 0 284915 36 1 1 0 AVI FOOD SYSTEMS INC 2590 ELM RD NE WARREN OH 44483 FOOD SERVICE 7008756 ABM INDUSTRIES INC 14141 SW FREEWAY SUGAR LAND TX 77478 CLEANING SERVICE 2756885 DANIS BUILDING CONSTRUCTION CO 3233 NEWMARK DRIVE MIAMISBURG OH 45342 CONSTRUCTION 1827507 SULLIVAN BUILDERS INC 6296 PROPRIETORS ROAD WORTHINGTON OH 43085 CONSTRUCTION 1523794 B&N EDUCATION LLC 120 MOUNTAIN VIEW BASKING RIDGE NJ 07920 E-BOOK SERVICE 669196 40 30323 754424 56878985 10013253 57663732 TUITION AND FEES 900099 81460916 81460916 AUXILIARY SERVICES 900099 18925287 18925287 OTHER INCOME 900099 1785688 1785688 102171891 2221496 341371 1880125 11306 11306 17310213 2629408 2696244 14680805 -2696244 11984561 11984561 12327 30323 23786 -11459 -11459 174041527 102171891 341371 13864533 60666968 60666968 1386589 600628 560841 225120 26249673 22073685 2395771 1780217 1889631 1537481 204380 147770 6877002 5595407 743808 537787 2867123 2332807 310105 224211 151172 151172 111133 111133 348278 348278 3778520 2817548 960972 122173 105972 15767 434 3140021 2187776 857735 94510 1478753 269746 1207499 1508 6104628 5745871 358757 3285904 2863986 225297 196621 243150 224220 13350 5580 1761290 1476151 285139 9058856 8928757 88983 41116 813290 813290 FOOD SERVICE 6431728 6431728 MAINTENANCE&REPAIRS 2892824 1152577 1683748 56499 ATHLETICS/ADMIN.EXP. 1566007 993681 467180 105146 STUDENT PROGRAMS/RECR. 747531 746008 1523 1453872 899072 506675 48125 143426116 128463359 11149835 3812922 3392960 3234786 6879661 31945467 3701662 4032290 87316 83442 880754 1008546 285226322 111362727 177851775 173863595 31364051 30179339 280976449 304179664 1883124 1665985 651391 579682 507669143 550772796 11318648 10695943 3122298 2013274 54314719 54718476 9730472 8337060 4984421 3675513 83470558 79440266 X 82286202 82714652 341912383 388617878 424198585 471332530 507669143 550772796 X 30615411 15135761 1382773 X 0 1 X 1 1 1 X 25716641 23943048 20031595 21651715 57663732 149006731 25716641 23943048 20031595 21651715 57663732 149006731 10916501 138090230 1385047 1926744 1923828 1670878 2232802 9139299 391766 391766 158537796 447522064 0.87100 0.81020 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 391,766. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 1 1 0 1 0 20.00 0 1 X X X X 0 306030062 4190759 32012874 16903604 325330091 285578126 10437211 27422809 17408084 306030062 277679316 8877712 16183661 17162563 285578126 307932457 7788830 -22039715 16002256 277679316 236259743 4048563 83247994 15623843 307932457 0.01594 0.65456 0.32950 0 0 3845728 3845728 242872282 94543898 148328384 24439377 13503626 10935751 14068935 3315203 10753732 173863595 INTEREST IN TRUSTS 1966285 F OTHER INVESTMENTS 312599 F MULTI-ASSET CLASS 92030252 F INVESTMENT IN OWU FUND 209160040 F CASH SURRENDER VALUE-LIFE INS. 710488 F 304179664 POSTRETIREMENT BENEFITS OBLIGATION 2507582 ADVANCES FROM FEDERAL GOVERNMENT 779206 FINANCING LEASE LIABILITY 388725 3675513 X 129718204 15135761 1207884 16343645 113374559 60666968 60666968 174041527 82759148 0 82759148 60666968 60666968 143426116 PART II, LINE 9: CONSERVATION EASEMENT REPORTING - THE UNIVERSITY DOES NOT REFLECT THE CONSERVATION EASEMENT IN ITS BALANCE SHEET OR REVENUE AND EXPENSES. THE VALUE OF THE EASEMENT IS IMMATERIAL TO THE UNIVERSITY'S FINANCIAL STATEMENTS. PART III, LINE 1A: FINANCIAL STATEMENT FOOTNOTE FOR ART COLLECTION - THE UNIVERSITY MAINTAINS A COLLECTION OF ARTWORK IN ITS ROSS ART MUSEUM. DUE TO THE DIFFICULTY IN ESTABLISHING A VALUE FOR COLLECTION PIECES DONATED TO THE UNIVERSITY, THESE ASSETS ARE NOT RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. COLLECTION PURCHASES ARE EXPENSED AS PURCHASED. THE UNIVERSITY PROVIDES A CLEAN, SECURE AND STABLE ENVIRONMENT FOR ITS PERMANENT COLLECTIONS. THE ARTWORK IS GIVEN REASONABLE CARE TOWARD ITS PRESERVATION. PART III, LINE 4: MUSEUM'S PERMANENT COLLECTION: - ALL OF OUR EXHIBITIONS ARE OPEN TO THE PUBLIC. THOSE ARE MOUNTED IN THE MUSEUM OR LOCATIONS ON THE OHIO WESLEYAN UNIVERSITY CAMPUS. - STUDENTS REGULARLY USE THE ITEMS ON DISPLAY IN FEATURE EXHIBITIONS AND/OR ITEMS FROM THE MUSEUM'S PERMANENT COLLECTION FOR RESEARCH PROJECTS ASSIGNED TO THEM BY OUR ART HISTORY INSTRUCTOR. OTHER ART INSTRUCTORS FREQUENTLY BRING THEIR CLASSES TO THE MUSEUM OR TO ONE OF THE MUSEUM'S SATELLITE GALLERIES TO VIEW AND DISCUSS ITEMS ON DISPLAY IN FEATURE EXHIBITIONS MOUNTED AT EITHER OR BOTH OF THESE LOCATIONS. - WE HAVE A LARGE PERMANENT COLLECTION WHICH IS HOUSED IN THE MUSEUM'S SECOND FLOOR ARCHIVE AREA. THE ITEMS IN THE COLLECTION ARE SECURED IN A LOCKED AND TEMPERATURE/HUMIDITY CONTROLLED STORAGE AREA. ALL ITEMS ARE STORED IN A WAY THAT ASSURES THEIR SAFEKEEPING AND PRESERVATION FOR FUTURE GENERATIONS. - WE HAVE LOANED ITEMS FROM THE MUSEUM'S PERMANENT COLLECTION TO BOTH PUBLIC AND PRIVATE MUSEUMS ON SEVERAL OCCASIONS. - THE COLLECTION IS COMPOSED PRIMARILY OF ORIGINAL WORKS ON PAPER. WHILE THE COLLECTION INCLUDES DRAWINGS AND PAINTINGS ON PAPER, BY FAR THE LARGEST NUMBER OF WORKS ON PAPER ARE PRINTS (LITHOGRAPHS, ETCHINGS, INTAGLIO, AND SCREEN PRINTS) AND PHOTOGRAPHS. THERE ARE A FEW PIECES OF CERAMICS, SCULPTURE, AND JEWELRY IN THE COLLECTION, AND AT LEAST ONE PAINTING ON CANVAS. DUE TO LIMITED STORAGE SPACE AND COST OF ACQUIRING "ONE-OF-A-KIND" OBJECTS, IN 1972 IT WAS THE DECISION OF THE MEMBERS OF THE FINE ARTS FACULTY TO COMMENCE THE BUILDING OF A PERMANENT COLLECTION OF THE ORIGINAL WORKS OF ART THAT WOULD BE COMPOSED PRIMARILY OF WORKS ON PAPER. PART V, LINE 4: INTENDED USE OF ENDOWMENT ASSETS - PERMANENTLY RESTRICTED ENDOWMENT FUNDS REPRESENT FUNDS WHICH ARE RESTRICTED IN PERPETUITY. DISTRIBUTIONS FROM ENDOWMENT FUNDS ARE SPENT IN COMPLIANCE WITH THE DONOR'S RESTRICTION APPLICABLE TO THE FUNDS BEING DISTRIBUTED. EXPENDITURES FROM OTHER ENDOWMENT FUNDS ARE APPROVED BY THE BOARD OF TRUSTEES AND ARE SPENT ON ACTIVITIES WHICH FURTHER THE EXEMPT EDUCATIONAL PURPOSES OF THE UNIVERSITY. PART X, LINE 2: FIN 48 (ASC 740) FOOTNOTE - FEDERAL INCOME TAX: THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE UNIVERSITY RECOGNIZES THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE UNIVERSITY, THE CONTINUED TAX-EXEMPT STATUS OF BONDS ISSUED BY THE UNIVERSITY AND VARIOUS POSITIONS RELATED TO POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. THE UNIVERSITY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. AS OF JUNE 30, 2025, THE UNIVERSITY'S INCOME TAX YEARS FROM 2019 AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, AS WELL AS VARIOUS STATE AND LOCAL TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: POSTRETIREMENT BENEFIT OBLIGATION 872,497. PENSION-RELATED CHARGES OTHER THAN NET PERIODIC PENSION COST 125,285. ACTUARIAL ADJUSTMENT OF SPLIT-INTEREST AGREEMENTS 210,102. PART XI, LINE 4B - OTHER ADJUSTMENTS: STUDENT FINANCIAL AID, WHICH WAS SHOWN AS A REDUCTION OF REVENUE ON FINANCIAL STATEMENTS BUT AS AN EXPENSE IN PART IX OF FORM 990 60,666,968. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT FINANCIAL AID, WHICH WAS SHOWN AS A REDUCTION OF REVENUE ON FINANCIAL STATEMENTS BUT AS AN EXPENSE IN PART IX OF FORM 990 60,666,968. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE UNIVERSITY IS EXEMPT FROM THIS REQUIREMENT UNDER SECTION 4(03)2(B) OF REVENUE PROCEDURE 75-50. THE UNIVERSITY PUBLISHES ITS RACIAL NON-DISCRIMINATION POLICY IN ALL MAJOR FINANCIAL AID AND ADMISSIONS PUBLICATIONS. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY PARTICIPATES IN THE GOVERNMENT'S VARIOUS TITLE IV STUDENT FINANCIAL AID PROGRAMS. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 10566436 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 6473 NORTH AMERICA 0 0 GRANTMAKING 1413 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 2955 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES INTERNATIONAL RECRUITING 8108 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES INTERNATIONAL RECRUITING 9966 NORTH AMERICA 0 0 PROGRAM SERVICES INTERNATIONAL RECRUITING 3656 SOUTH AMERICA 0 0 PROGRAM SERVICES INTERNATIONAL RECRUITING 11306 0 0 0 0 0 0 10610313 0 10610313 1 0 1 0 1 0 PART I, LINE 2: MONITORING USE OF GRANT FUNDS - THE UNIVERSITY PROVIDED THEORY TO PRACTICE GRANTS WHICH REQUIRED RECIPIENTS TO PROVIDE REPORTS REGARDING THE USE OF GRANT FUNDS. X X X X X X 1 COMMUNITY COUNSELING SERVICE INC 3281 VETERANS MEMORIAL HWY STE E14 RONKONKOMA NY 11779 FUNDRAISING CONSULTING SERVICES 0 0 348278 0 348278 OH T.O. GOLF OUTING 22014 15541 6473 689 4365 1924 272 F.B. GOLF OUTING 14515 8661 5854 5880 1563 378 1 6121 6121 7145 1252 318 42650 30323 12327 689 17390 4739 968 23786 -11459 1 SCHOLARSHIPS 1563 60666968 0 PART I, LINE 2: MONITORING USE OF GRANT FUNDS - GRANTS ARE AWARDED TO ADMITTED STUDENTS BASED ON AN EVALUATION OF THEIR ACADEMIC PROFILE AND A CAREFUL ANALYSIS OF THEIR DEMONSTRATED FINANCIAL NEED. STUDENTS AWARDED GRANT FUNDS MUST MAINTAIN SATISFACTORY ACADEMIC PROGRESS AND REMAIN ENROLLED AT THE UNIVERSITY ON A FULL TIME ACADEMIC BASIS. AT THE END OF EVERY TERM, EACH STUDENT'S ACADEMIC STATUS (I.E., GPA) IS MONITORED TO DETERMINE CONTINUED ELIGIBILITY FOR ALL GRANT FUNDS RECEIVED. FOR MONITORING PURPOSES, ELECTRONIC REPORTS GENERATED FROM OUR DATABASE ARE UTILIZED FOR THE AWARD DETERMINATION AND STATUS REVIEW PROCESS. THE UNIVERSITY ENSURES THAT ITS GRANT FUNDS ARE USED FOR EDUCATIONAL PURPOSES BY CREDITING THE SCHOLARSHIPS AND OTHER FINANCIAL AID DIRECTLY TO THE STUDENTS' ACCOUNTS RATHER THAN ISSUING CHECKS. X X X X 0 1 X X X X 0 0 0 0 0 0 0 0 0 ROCKWELL JONES FORMER PRESIDENT 547922 0 0 0 0 0 0 0 25590 0 573512 0 0 0 MATTHEW VANDENBERG PRESIDENT & EX OFFICIO TRUSTEE 411797 0 0 0 0 0 0 0 34575 0 446372 0 0 0 JEREMY BASKES PROFESSOR-HISTORY 240812 0 0 0 0 0 0 0 17997 0 258809 0 0 0 KARLYN CROWLEY PROVOST 205555 0 0 0 0 0 0 0 40329 0 245884 0 0 0 NATALIE DOAN VP-UNIVERSITY ADVANCEMENT 225120 0 0 0 0 0 0 0 19575 0 244695 0 0 0 DWAYNE TODD VP-STUDENT ENGAGE.&SUCCESS 196254 0 0 0 0 0 0 0 26111 0 222365 0 0 0 ADAM SMITH VP-ENROLLMENT 198819 0 0 0 0 0 0 0 22057 0 220876 0 0 0 BRIAN RELLINGER ASSOC.PROVOST-ACAD.SUPP. 174234 0 0 0 0 0 0 0 25509 0 199743 0 0 0 HAROLD WIEBE PROFESSOR-MATH&COMP.SCIENCE 144908 0 0 0 0 0 0 0 28421 0 173329 0 0 0 DALE BRUGH ASSOCIATE PROVOST 141548 0 0 0 0 0 0 0 20238 0 161786 0 0 0 EMILIE CLARK EXECUTIVE DIRECTOR-NYARTS 141279 0 0 0 0 0 0 0 12298 0 153577 0 0 0 PART I, LINE 1A BENEFITS PROVIDED - THE PRESIDENT OF THE UNIVERSITY IS REQUIRED TO LIVE IN RESIDENCE AS PART OF HIS CONTRACT. THE PRESIDENT HOSTED OVER 40 EVENTS AT HIS RESIDENCE THIS YEAR. THE VALUE OF THE HOUSE HAS BEEN DETERMINED TO BE $50,000 PER YEAR. THE UNIVERSITY DOES NOT TREAT THIS BENEFIT AS TAXABLE INCOME TO THE PRESIDENT. CLEANING SERVICE FOR THE RESIDENCE IS PROVIDED ONCE PER WEEK AND AFTER HOSTED OWU EVENTS. SPOUSAL TRAVEL IS PERMITTED ONLY FOR THE PRESIDENT'S WIFE AND ONLY WHEN AN APPROPRIATE BUSINESS PURPOSE FOR THE TRIP HAS BEEN ESTABLISHED. THE PRESIDENT'S WIFE OCCASIONALLY ACCOMPANIES HIM FOR MEETINGS WITH TRUSTEES AND DONORS AS REQUESTED BY THE BOARD OF TRUSTEES AND OUTLINED IN THE PRESIDENT'S EMPLOYMENT CONTRACT. THIS SPOUSAL TRAVEL BENEFIT IS ADMINISTERED IN ACCORDANCE WITH ITS GUIDELINES. ON OCCASION, THE PRESIDENT RECEIVES A FREE UPGRADE TO FIRST CLASS TRAVEL DUE TO HIS STATUS WITH THE AIRLINE. PART I, LINE 1B WRITTEN REIMBURSEMENT POLICY - THE BENEFITS LISTED ABOVE WERE ENUMERATED IN THE PRESIDENT'S EMPLOYMENT CONTRACT. THIS CONTRACT WAS DELIBERATED ON AND REVIEWED BY THE BOARD OF TRUSTEES AND LEGAL COUNSEL. A OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 346849674 67756DUG9 2019-08-14 53640191 REFUNDING AND NEW CONSTRUCTION 0 0 0 B OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 346849674 2023-12-21 6159580 CAMPUS INFRASTRUCTURE 0 0 0 A 53640191 448582 32808470 20383139 2021 1 0 1 1 B 6159580 159580 5913839 2025 0 0 1 1 A 0 0 1 1 0 0.00920 0.01200 0.02120 0 0 1 B 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 SEE PART V 57192 TUITION&BOARD GRANTS EDUC.ASSISTANCE PART III - GRANTS BENEFITTING INTERESTED PERSONS: EDUCATIONAL ORGANIZATIONS ARE NOT REQUIRED TO IDENTIFY INTERESTED PERSONS TO WHOM THEY HAVE PROVIDED SCHOLARSHIPS AND OTHER FINANCIAL ASSISTANCE PURSUANT TO THE INSTRUCTIONS FOR FORM 990, SCHEDULE L. AS SUCH, COLUMNS (A) AND (B) HAVE BEEN LEFT BLANK IN PART III. X 622 0 REV.NOT BOOKED X 49 10013253 FMV-STOCK QUOTE 0 0 1 1 PART I, LINE 32B: USE OF THIRD PARTIES - THE UNIVERSITY USES THE SERVICES OF STOCK BROKERS TO SELL THE DONATED SECURITIES THAT IT RECEIVES. THE BROKERAGE FIRMS ARE INDEPENDENT OF THE UNIVERSITY, AND THE FEES CHARGED ARE IN ACCORDANCE WITH FAIR MARKET VALUE. PART I, LINE 33: GIFTS FOR WHICH REVENUE IS NOT RECORDED - AS MORE FULLY EXPLAINED IN SCHEDULE D, PART III, THE UNIVERSITY DOES NOT RECORD A VALUE FOR DONATED ARTWORK, AS PERMITTED UNDER STATEMENT OF FINANCIAL ACCOUNTING STANDARDS 116. FORM 990, PART VI, SECTION A, LINE 2 REPORTABLE RELATIONSHIPS - THE FOLLOWING INDIVIDUALS HAVE A FAMILY RELATIONSHIP: C. PAUL PALMER AND THOMAS PALMER; AND JOHN MILLIGAN AND KATHIE BRADFORD MILLIGAN THE FOLLOWING INDIVIDUALS HAVE A BUSINESS RELATIONSHIP: C. PAUL PALMER AND THOMAS PALMER FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE ORGANIZATION - THE MEMBERS OF THE ORGANIZATION ARE THE TRUSTEES. THE BOARD OF TRUSTEES IS COMPRISED OF THE FOLLOWING MEMBERS: THE PRESIDENT OF OHIO WESLEYAN UNIVERSITY, THE PRESIDING BISHOPS OF THE WEST OHIO AREA AND EAST OHIO AREA OF THE UNITED METHODIST CHURCH, NOT MORE THAN EIGHT MEMBERS REPRESENTING THE WEST OHIO AND EAST OHIO CONFERENCE OF THE UNITED METHODIST CHURCH, NOT MORE THAN FIFTEEN MEMBERS OF THE OHIO WESLEYAN ALUMNI ASSOCIATION, AND NOT MORE THAN TWENTY TRUSTEES-AT-LARGE ELECTED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS' POWER OF ELECTION - THE BOARD OF TRUSTEES (NOT INCLUDING THE TRUSTEES-AT-LARGE) ELECTS NOT MORE THAN TWENTY TRUSTEES-AT-LARGE. THESE TRUSTEES-AT-LARGE HAVE THE SAME VOTING RIGHTS AS THE OTHER MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW - THE BOARD OF TRUSTEES HAS DELEGATED THE AUTHORITY TO REVIEW FORM 990 TO THE BOARD'S AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS FORM 990 WITH THE ASSISTANCE OF FINANCE OFFICE PERSONNEL AND THE INDEPENDENT PUBLIC ACCOUNTING FIRM. FORM 990, PART VI, SECTION B, LINE 11B PROVIDING FORM 990 TO GOVERNING BODY - THE UNIVERSITY HAS PROVIDED A COPY OF FORM 990 TO ALL MEMBERS OF THE GOVERNING BODY BEFORE FILING BUT HAS REDACTED THE NAMES AND ADDRESSES OF DONORS ON SCHEDULE B. THE UNIVERSITY BELIEVES THAT THIS DONOR INFORMATION IS CONFIDENTIAL. AS SUCH, WE ARE REQUIRED TO ANSWER "NO" TO QUESTION 11A IN PART VI EVEN THOUGH FORM 990 (EXCEPT FOR DONORS' NAMES AND ADDRESSES) HAS BEEN PROVIDED TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT POLICY - THE CONFLICT POLICY IS MONITORED BY THE ORGANIZATION COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY AND BY THE UNIVERSITY'S ADMINISTRATIVE OFFICERS AS NEEDED. WHEN A CONFLICT ARISES, THE PERSON WITH THE CONFLICT IS NOT PERMITTED TO PARTICIPATE IN THE DISCUSSION OF THE TRANSACTION OR TO VOTE. THE DECISION ABOUT THE TRANSACTION IS MADE BY PERSONS WHO ARE INDEPENDENT OF THE INDIVIDUAL WITH THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW AND APPROVAL - DURING JUNE, THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS COMPENSATION FOR SENIOR EXECUTIVES. THE COMPENSATION COMMITTEE IS COMPRISED OF THE CHAIR, IMMEDIATE PAST CHAIR, VICE CHAIR, FINANCE CHAIR, AND ONE BOARD MEMBER APPOINTED BY THE CHAIR. COMPENSATION COMPARABILITY DATA FROM THE GREAT LAKES COLLEGE ASSOCIATION AND NATIONAL CUPA DATA ARE USED TO DETERMINE THE COMPENSATION OF SENIOR EXECUTIVES. THE COMPENSATION COMMITTEE'S MEMBERS ARE INDEPENDENT OF THE PERSONS FOR WHOM COMPENSATION IS BEING DETERMINED. THE COMMITTEE DOCUMENTS ITS DELIBERATIONS AND DECISIONS IN THE MINUTES AND REPORTS ITS DECISIONS TO THE FULL BOARD IN EXECUTIVE SESSION. THE BOARD OF TRUSTEES VOTES ON THE APPOINTMENT AND COMPENSATION FOR THE UNIVERSITY PRESIDENT UPON RECOMMENDATION OF THE PRESIDENTIAL SEARCH COMMITTEE, AIDED BY A PROFESSIONAL CONSULTING FIRM. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS - THE UNIVERSITY MAKES IT FINANCIAL STATEMENTS AVAILABLE ON ITS WEB SITE. IT MAKES ITS GOVERNING DOCUMENTS AND CONFLICT POLICY AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: POSTRETIREMENT BENEFIT OBLIGATION ADJUSTMENT 872,497. PENSION-RELATED CHARGES OTHER THAN NET PERIODIC PENSION COST 125,285. ACTUARIAL ADJUSTMENT OF SPLIT-INTEREST AGREEMENTS 210,102. 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