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WHEATON COLLEGE: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WHEATON COLLEGE (EIN 36-2182171)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-15
IRS object ID
202321359349306812
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-15T16:30:15+00:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 West Wacker Drive Suite 2600AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606061224ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362182171EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Wheaton CollegeBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWHEABusinessNameControlTxt
Phone6307525970PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1501 College AvenueAddressLine1Txt
CityWheatonCityNm
State AbbreviationILStateAbbreviationCd
ZIP60187ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJ Chadwick RynbrandtPersonNm
Person TitleVP for Finance & OperationsPersonTitleTxt
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJ ChadwickPersonFirstNm
Person LastRynbrandtPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMallory FairlessPreparerPersonNm
PTINP01321579PTIN
Phone3128997000PhoneNum
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Dr Philip G Ryken PresidentBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1501 College AvenueAddressLine1Txt
CityWheatonCityNm
State AbbreviationILStateAbbreviationCd
ZIP60187ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$467,754,847GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Group Exemption2691GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.wheaton.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1860FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionWheaton College serves Jesus Christ and advances his Kingdom through excellence in liberal arts and graduate programs that educate the whole person to build the church and benefit society worldwide.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee2915TotalEmployeeCnt
Total Volunteers82TotalVolunteersCnt
Total Gross UBI-$335,613TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$42,252,702PYContributionsGrantsAmt
CY Contributions Grants$51,186,494CYContributionsGrantsAmt
PY Program Service Revenue$114,849,588PYProgramServiceRevenueAmt
CY Program Service Revenue$127,690,288CYProgramServiceRevenueAmt
PY Investment Income$122,812,635PYInvestmentIncomeAmt
CY Investment Income$51,732,979CYInvestmentIncomeAmt
PY Other Revenue$861,435PYOtherRevenueAmt
CY Other Revenue$879,289CYOtherRevenueAmt
PY Total Revenue$280,776,360PYTotalRevenueAmt
CY Total Revenue$231,489,050CYTotalRevenueAmt
PY Grants And Similar Paid$40,046,303PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$46,883,190CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$78,655,343PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$75,254,780CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,376,913CYTotalFundraisingExpenseAmt
PY Other Expenses$44,917,259PYOtherExpensesAmt
CY Other Expenses$47,160,878CYOtherExpensesAmt
PY Total Expenses$163,618,905PYTotalExpensesAmt
CY Total Expenses$169,298,848CYTotalExpensesAmt
PY Revenues Less Expenses$117,157,455PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$62,190,202CYRevenuesLessExpensesAmt
Total Assets BOY$1,105,725,018TotalAssetsBOYAmt
Total Assets EOY$1,009,461,058TotalAssetsEOYAmt
Total Liabilities BOY$178,713,717TotalLiabilitiesBOYAmt
Total Liabilities EOY$195,617,538TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$927,011,301NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$813,843,520NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionWheaton College serves Jesus Christ and advances His kingdom through excellence in liberal arts and graduate programs that educate the whole person to build the church and benefit society worldwide.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$101,209,967ExpenseAmt
Grant$46,517,894GrantAmt
Revenue$101,250,182RevenueAmt
DescEDUCATION AND INSTRUCTION - The College offers undergraduate degrees in 44 areas of major study including 6 in the Conservatory; 16 Master of Arts degrees and 3 Doctoral degrees. There are approximately 3,000 students enrolled at the College.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$24,707,776ExpenseAmt
Grant$0GrantAmt
Revenue$265,463RevenueAmt
DescSTUDENT SERVICES - PROGRAMS ARE PROVIDED FOR THE ENRICHMENT OF THE STUDENTS TO ALLOW THEM TO EXPERIENCE LIFE AS A CHRISTIAN COMMUNITY. WHEATON COLLEGE ATHLETICS SPONSORS 21 SPORTS FOR MALE AND FEMALE STUDENT ATHLETES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$12,333,915ExpenseAmt
Grant$365,296GrantAmt
Revenue$21,230,256RevenueAmt
DescAUXILIARY ENTERPRISES - THE COLLEGE PROVIDES ROOM AND BOARD FOR ITS STUDENTS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$3,304,246ExpenseAmt
Grant$0GrantAmt
Revenue$5,743,067RevenueAmt
DescARTIST SERIES, THE COMMUNITY SCHOOL OF THE ARTS AND SUMMER SPORTS CAMPS. MINOR PROGRAMS, APPLICATION FEES, TUITION INSTALLMENT PLAN FEES, PARKING FINES, PARKING PERMITS AND LIBRARY FINES. THE COLLEGE SOLICITS A VARIETY OF CONTRIBUTIONS FOR ITS PROGRAMS INCLUDING DONOR-ADVISED FUNDS. DONOR-ADVISED FUND CONTRIBUTIONS RECEIVED ARE ACCOUNTED FOR AS OTHER INVESTMENTS. DONOR-ADVISED FUNDS ALLOW FOR THE DONOR TO RECOMMEND DISTRIBUTIONS TO COLLEGE PROGRAMS OR OTHER CHARITABLE ORGANIZATIONS. ALTHOUGH THE COLLEGE GENERALLY COMPLIES WITH THE DONOR'S RECOMMENDATION, THEY ARE SUBJECT TO APPROVAL BY THE COLLEGE'S CHARITY SELECTION COMMITTEE. THE COLLEGE'S POLICY IS TO DISTRIBUTE A MAXIMUM OF 75% - 90% OF DONOR-ADVISED FUND CONTRIBUTIONS TO UNRELATED THIRD PARTIES.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$3,304,246TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$5,743,067TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$141,555,904TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsYes (true)ConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document4741IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2915EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryISForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form1098 C FiledYes (true)Form1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Carlos GarciaBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6307525970PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1501 College AvenueAddressLine1Txt
CityWheatonCityNm
State AbbreviationILStateAbbreviationCd
ZIP60187ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Andrea D Scott
Vice Chair/Trustee2.00.0Yes (X)Yes (X)$0$0$0
James Goetz
Chair/Trustee2.01.0Yes (X)Yes (X)$0$0$0
Jeffrey Meyer
Secretary May 2022/Trustee2.00.0Yes (X)Yes (X)$0$0$0
Kathryn H Vaselkiv
Secretary Until May 2022/Trustee2.00.0Yes (X)Yes (X)$0$0$0
Philip G Ryken
President/Trustee40.02.0Yes (X)Yes (X)$338,341$0$203,728
Barbara W Anderson
Trustee2.00.0Yes (X)$0$0$0
Charles Pollard
Trustee2.00.0Yes (X)$0$0$0
Dale Wong
Trustee2.00.0Yes (X)$0$0$0
Darrell Bock
Trustee2.01.0Yes (X)$0$0$0
David K Gieser
Trustee2.01.0Yes (X)$0$0$0
Emery Lindsay
Trustee-until May 20222.01.0Yes (X)$0$0$0
Gregory Jao
Trustee2.00.0Yes (X)$0$0$0
Gregory Waybright
Trustee -Reinstated May 20222.01.0Yes (X)$137,217$0$7,687
Irwyn Ince
Trustee-Elected May 20222.00.0Yes (X)$0$0$0
John Augustine
Trustee2.00.0Yes (X)$0$0$0
Kurt Keilhacker
Trustee2.00.0Yes (X)$0$0$0
Lisa Beamer
Trustee-Elected May 20222.00.0Yes (X)$0$0$0
Mary Schaller
Trustee2.00.0Yes (X)$0$0$0
Philip G Hubbard
Trustee-Until May 20222.00.0Yes (X)$0$0$0
Steven Preston
Trustee2.00.0Yes (X)$0$0$0
J Chadwick Rynbrandt
VP for Finance & Operations, Treasurer40.01.0Yes (X)$257,084$0$50,281
Karen Lee
Provost40.00.0Yes (X)$212,624$0$44,621
Kirk D Farney
VP for Advancement & Alumni Relations40.00.0Yes (X)$220,066$0$44,548
Paul Chelsen
Vice President - Student Development40.00.0Yes (X)$162,337$0$83,192
Silvio Vazquez
Chief Enrollment Management Officer40.00.0Yes (X)$165,165$0$46,700
Kenneth Larson
Investment Manager40.00.0$171,968$0$63,505Yes (X)
Carlos Garcia
Controller40.00.0$139,161$0$39,391Yes (X)
EDWARD STETZER
DEAN & EXEC DIR WCBGC0.040.0$174,471$0$49,365Yes (X)
Jamie Aten
Professor/Exec Director of HDI40.00.0$168,844$0$41,461Yes (X)
Michael Wilder
Dean of Music & Communications40.00.0$142,759$0$39,006Yes (X)
Randy Norbeck
Interim Director of Construction & Maintenance40.00.0$147,628$0$54,601Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,437,665TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$768,086TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K97IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
BON APPETIT
421 CHASE STREETWHEATONIL60187FOOD SERVICE$5,048,616
POWER CONSTRUCTION
8750 W Bryn Mawr AveChicagoIL60631CONSTRUCTION SERVICES$3,714,846
MA MORTENSON CO
25 NORTHWEST POINT BLVDELK GROVE VILLAGEIL60007CONSTRUCTION SERVICES$1,335,870SUITE 100
Mythics Inc
4525 Main StreetVirginia BeachVA23462CONSULTING$865,274
Graphic Art Studio
28W111 Commercial AvenueBarringtonIL60010Graphic Design Company$735,805
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K13CntrctRcvdGreaterThan100KCnt
Related Organizations$520,672RelatedOrganizationsAmt
Government Grants$5,898,817GovernmentGrantsAmt
All Other Contributions$44,767,005AllOtherContributionsAmt
Noncash Contributions$4,853,284NoncashContributionsAmt
Total Contributions$51,186,494TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Tuition & Fees611600$100,451,502$100,451,502
Auxiliary Revenue611600$21,230,256$21,230,256
Public Service Revenues541800$1,092,647$1,092,647
Minor Program Revenues611600$4,650,420$4,650,420
Student Insurance900099$265,463$265,463

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$127,690,288TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,650,066TotalRevenueColumnAmt
Unrelated Business Revenue-$354,869UnrelatedBusinessRevenueAmt
Exclusion$12,004,935ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,891TotalRevenueColumnAmt
Exclusion$21,891ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$39,462RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$39,462RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$39,462TotalRevenueColumnAmt
Exclusion$39,462ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$275,783,000SecuritiesAmt
Other$565,710OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$235,716,287SecuritiesAmt
Other$549,510OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$40,066,713SecuritiesAmt
Other$16,200OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$40,082,913TotalRevenueColumnAmt
Exclusion$40,082,913ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescTrust Company FeesDesc
Business561000BusinessCd
Total Revenue Column$817,936TotalRevenueColumnAmt
Related Or Exempt Func Income$798,680RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$19,256UnrelatedBusinessRevenueAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$817,936OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$231,489,050TotalRevenueColumnAmt
Related Or Exempt Func Income$128,488,968RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$335,613UnrelatedBusinessRevenueAmt
Exclusion$52,149,201ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,070,725TotalAmt
Program Services$1,070,725ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$45,812,465TotalAmt
Program Services$45,812,465ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,801,396TotalAmt
Program Services$770,353ProgramServicesAmt
Management And General$1,711,722ManagementAndGeneralAmt
Fundraising$319,321FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$345,265TotalAmt
Program Services$0ProgramServicesAmt
Management And General$345,265ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$55,028,421TotalAmt
Program Services$45,027,565ProgramServicesAmt
Management And General$8,081,445ManagementAndGeneralAmt
Fundraising$1,919,411FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,229,782TotalAmt
Program Services$1,932,479ProgramServicesAmt
Management And General$205,465ManagementAndGeneralAmt
Fundraising$91,838FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$11,421,800TotalAmt
Program Services$9,898,900ProgramServicesAmt
Management And General$1,052,473ManagementAndGeneralAmt
Fundraising$470,427FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,428,116TotalAmt
Program Services$2,971,036ProgramServicesAmt
Management And General$315,887ManagementAndGeneralAmt
Fundraising$141,193FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$170,277TotalAmt
Management And General$170,277ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$195,282TotalAmt
Program Services$0ProgramServicesAmt
Management And General$195,282ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt
Fundraising$0FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$515,947TotalAmt
Program Services$0ProgramServicesAmt
Management And General$515,947ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$9,328,138TotalAmt
Program Services$6,976,949ProgramServicesAmt
Management And General$2,326,614ManagementAndGeneralAmt
Fundraising$24,575FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,181,810TotalAmt
Program Services$320,708ProgramServicesAmt
Management And General$716,425ManagementAndGeneralAmt
Fundraising$144,677FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,495,900TotalAmt
Program Services$1,824,162ProgramServicesAmt
Management And General$606,902ManagementAndGeneralAmt
Fundraising$64,836FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,358,124TotalAmt
Program Services$879,204ProgramServicesAmt
Management And General$1,478,920ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,998,881TotalAmt
Program Services$5,874,279ProgramServicesAmt
Management And General$88,297ManagementAndGeneralAmt
Fundraising$36,305FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,928,274TotalAmt
Program Services$1,716,615ProgramServicesAmt
Management And General$78,739ManagementAndGeneralAmt
Fundraising$132,920FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$315,352TotalAmt
Program Services$293,246ProgramServicesAmt
Management And General$22,106ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,264,809TotalAmt
Program Services$0ProgramServicesAmt
Management And General$2,264,809ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$12,687,203TotalAmt
Program Services$11,236,037ProgramServicesAmt
Management And General$1,451,166ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,522,963TotalAmt
Program Services$530,589ProgramServicesAmt
Management And General$992,374ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PRINTING AND PUBLICATIONS$575,407$119,268$454,431$1,708
TRAINING$505,754$346,279$138,589$20,886
Special Projects$643,592$576,093$67,499$0
DUES & MEMBERSHIPS$454,068$288,906$156,346$8,816

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,019,097TotalAmt
Program Services$3,090,046ProgramServicesAmt
Management And General$929,051ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$169,298,848TotalAmt
Program Services$141,555,904ProgramServicesAmt
Management And General$24,366,031ManagementAndGeneralAmt
Fundraising$3,376,913FundraisingAmt

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$37,492,348BOYAmt
EOY$68,491,857EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,243,561BOYAmt
EOY$6,051,337EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,819,054BOYAmt
EOY$2,107,189EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$70,003BOYAmt
EOY$53,281EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$5,749,220BOYAmt
EOY$4,954,758EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,975,193BOYAmt
EOY$4,589,138EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$464,516,989LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$223,161,497LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$231,888,788BOYAmt
EOY$241,355,492EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$744,425,655BOYAmt
EOY$607,153,261EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$61,171,007BOYAmt
EOY$65,963,446EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$2,190,630BOYAmt
EOY$1,156,546EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$7,699,559BOYAmt
EOY$7,584,753EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,105,725,018BOYAmt
EOY$1,009,461,058EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$12,791,900BOYAmt
EOY$21,773,855EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,196,541BOYAmt
EOY$5,601,485EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$49,500,000BOYAmt
EOY$72,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$112,225,276BOYAmt
EOY$96,242,198EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$178,713,717BOYAmt
EOY$195,617,538EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$368,979,609BOYAmt
EOY$344,944,452EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$558,031,692BOYAmt
EOY$468,899,068EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$927,011,301BOYAmt
EOY$813,843,520EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,105,725,018BOYAmt
EOY$1,009,461,058EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$62,190,202ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$176,369,290NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments-$1,110,993PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$2,122,300OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,101,633CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40,814,476CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,098,804CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,252,702CurrentTaxYearMinus1YearAmt
Current Tax Year$51,186,495CurrentTaxYearAmt
Total$195,454,110TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,101,633CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40,814,476CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,098,804CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,252,702CurrentTaxYearMinus1YearAmt
Current Tax Year$51,186,495CurrentTaxYearAmt
Total$195,454,110TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$14,260,324SubstantialContributorsTotAmt
Public Support Total170$181,193,786PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,053,607CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,295,072CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,013,308CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,071,247CurrentTaxYearMinus1YearAmt
Current Tax Year$11,711,419CurrentTaxYearAmt
Total$52,144,653TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,410,312CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,070,794CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$735,307CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$796,386CurrentTaxYearMinus1YearAmt
Current Tax Year$817,936CurrentTaxYearAmt
Total$4,830,735TotalAmt
FieldValueIRS element (for citing)
Total Support$252,429,498TotalSupportAmt
Gross Receipts Rltd Activities$608,374,253GrossReceiptsRltdActivitiesAmt
Public Support CY1700.7178PublicSupportCY170Pct
Public Support PY1700.7393PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - NET GAIN FROM SALE OF INVENTORY, COLUMN A - 737027.0, COLUMN B - 422687.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 1159714.0; DESCRIPTION - TRUST COMPANY FEES, COLUMN A - 673285.0, COLUMN B - 648107.0, COLUMN C - 735307.0, COLUMN D - 796386.0, COLUMN E - 817936.0, COLUMN F - 3671021.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held34DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held0FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$641,118DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$0FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$1,070,725DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$0FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$7,907,309DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$0FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$535RevenuesIncludedAmt
Assets Included$709,771AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$647,433,000BeginningYearBalanceAmt
Contributions$5,320,026ContributionsAmt
Investment Earnings Or Losses-$99,389,816InvestmentEarningsOrLossesAmt
Grants Or Scholarships$23,849,063GrantsOrScholarshipsAmt
Other Expenditures$153,908OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$529,360,239EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$502,044,000BeginningYearBalanceAmt
Contributions$11,367,000ContributionsAmt
Investment Earnings Or Losses$157,876,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$22,466,000GrantsOrScholarshipsAmt
Other Expenditures$1,388,000OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$647,433,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$503,365,999BeginningYearBalanceAmt
Contributions$5,549,000ContributionsAmt
Investment Earnings Or Losses$15,689,001InvestmentEarningsOrLossesAmt
Grants Or Scholarships$21,288,000GrantsOrScholarshipsAmt
Other Expenditures$1,272,000OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$502,044,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$489,131,000BeginningYearBalanceAmt
Contributions$10,973,999ContributionsAmt
Investment Earnings Or Losses$24,264,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$20,207,000GrantsOrScholarshipsAmt
Other Expenditures$796,000OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$503,365,999EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$446,376,000BeginningYearBalanceAmt
Contributions$7,709,000ContributionsAmt
Investment Earnings Or Losses$57,009,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$18,405,000GrantsOrScholarshipsAmt
Other Expenditures$3,558,000OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$489,131,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.2407BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.7593PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$17,906,998OtherCostOrOtherBasisAmt
Book Value$17,906,998BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$337,005,085OtherCostOrOtherBasisAmt
Depreciation$163,178,110DepreciationAmt
Book Value$173,826,975BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,505,282OtherCostOrOtherBasisAmt
Depreciation$1,152,803DepreciationAmt
Book Value$1,352,479BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$47,880,216OtherCostOrOtherBasisAmt
Depreciation$41,570,891DepreciationAmt
Book Value$6,309,325BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$59,219,408OtherCostOrOtherBasisAmt
Depreciation$17,259,693DepreciationAmt
Book Value$41,959,715BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$241,355,492TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescPartnership InvestmentsDesc
Book Value$65,963,446BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$65,963,446TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
OBLIGATIONS UNDER ANNUITIES, SPLIT-INTRST AGREEMENTS, OTHER TRST BENEFICIARIES$81,955,496
INTEREST RATE SWAP AGREEMENT$2,837,395
ASSET RETIREMENT OBLIGATION$2,827,805
REFUNDABLE U.S. GOVERNMENT GRANTS FOR STUDENT LOANS$1,609,475
POST-RETIREMENT BENEFITS OBLIGATION$7,012,027
FieldValueIRS element (for citing)
Total Liability$96,242,198TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$14,030,090TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$176,369,290NetUnrealizedGainsInvstAmt
Other Revenue$2,122,300OtherRevenueAmt
Revenue Not Reported-$174,246,990RevenueNotReportedAmt
Revenue Subtotal$188,277,080RevenueSubtotalAmt
Other Revenues Not Included$43,211,970OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$43,211,970RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$231,489,050TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$126,086,878TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$126,086,878ExpensesSubtotalAmt
Other Expenses Not Included$43,211,970OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$43,211,970ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$169,298,848TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part II CONSERVATION EASEMENTSWheaton College owns 21 acres of land subject to a conservation easement held by Northwoods Land Trust, Inc. (an unrelated tax-exempt charitable organization). Northwoods Land Trust, Inc. acquired the conservation easement in 2005 from private landowners, subject to an agreement that permitted the use of the land as an outpost camping site by HoneyRock/Wheaton College. The subject property was subsequently contributed to Wheaton College by the private landowners in 2010.
Schedule D, Part III, Line 4 Collections of art - description of collectionsWHEATON COLLEGE HAS PIECES OF ART AND ARTIFACTS, VARIOUS LITERARY COLLECTIONS, ORIGINAL MANUSCRIPTS, PRIVATE PAPERS, AND RARE BOOKS OF SEVERAL AUTHORS. WHEATON COLLEGE'S COLLECTION OF BOOKS AND EXHIBITS ARE DEDICATED TO THE MESSAGE AND HISTORY OF EVANGELISM IN AMERICA. THE BOOKS AND EXHIBITS PROVIDE RESOURCES FOR RESEARCH AND STUDY. THE MARION E. WADE CENTER PROMOTES CULTURAL ENGAGEMENT AND SPIRITUAL FORMATION BY OFFERING A COLLECTION OF RESOURCES AVAILABLE NOWHERE ELSE IN THE WORLD. WE EMPHASIZE THE ONGOING RELEVANCE OF SEVEN BRITISH CHRISTIAN AUTHORS WHO PROVIDE A DISTINCTIVE BLEND OF INTELLECT, IMAGINATION, AND FAITH: C.S. LEWIS, J.R.R. TOLKIEN, DOROTHY L. SAYERS, GEORGE MACDONALD, G.K. CHESTERTON, OWEN BARFIELD, AND CHARLES WILLIAMS. THE WADE CENTER IMPLEMENTS THESE GOALS BY: * ASSISTING SCHOLARS IN THEIR STUDY OF UNIQUE MATERIALS BY AND ABOUT THESE SEVEN AUTHORS IN ORDER TO GENERATE NEW UNDERSTANDINGS; * SHARING INSIGHTS WITH A BROADER AUDIENCE THROUGH OUR NUMEROUS PROGRAMS AND PUBLICATIONS; * SUPPORTING ARTISTIC WORKS INSPIRED BY OUR AUTHORS; * WELCOMING VISITORS TO OUR MUSEUM. THE WADE CENTER IS OPEN TO THE GENERAL PUBLIC AS WELL AS THE WHEATON COLLEGE COMMUNITY. THERE IS NO ADMISSION FEE. THE ARCHAEOLOGY MUSEUM CONTAINS MORE THAN 14,000 ARTIFACTS EXCAVATED BY JOSEPH P. FREE, WHO SERVED AS PROFESSOR OF ARCHAEOLOGY AT WHEATON COLLEGE FROM 1953-1964. THE EXCAVATION SITE WAS THE ANCIENT CITY OF DOTHAN LOCATED JUST TEN KILOMETERS FROM MODERN-DAY JENIN IN PALESTINE. THE MUSEUM IS OPEN TO THE PUBLIC AND IS LOCATED ON THE FIFTH FLOOR OF THE BILLY GRAHAM HALL. VISITS TO THE MUSEUM ARE BY APPOINTMENT. CONTACT THE OFFICE COORDINATOR FOR THE BIBLICAL AND THEOLOGICAL STUDIES DEPARTMENT AT 630-752-5054. THE WHEATON COLLEGE BILLY GRAHAM CENTER ARCHIVES ARE A MAJOR RESEARCH COLLECTION OF UNPUBLISHED MATERIALS RELATING TO NORTH AMERICAN, PROTESTANT, NON-DENOMINATIONAL EVANGELISM AND GLOBAL MISSIONS EFFORTS. THE WHEATON COLLEGE BILLY GRAHAM CENTER ARCHIVES ARE LOCATED ON THE THIRD FLOOR OF BILLY GRAHAM HALL IN ROOM 307 INSIDE THE SPECIAL COLLECTIONS COMMONS.
Schedule D, Part V, Line 4 Intended uses of endowment fundsThe intended use of the Endowment Funds are for Student Scholarships and Student Loans and for Operations.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteThe College and the Wheaton College Billy Graham Center have received determination letters from the Internal Revenue Service indicating they are tax-exempt organizations described in Section 501(c)(3) of the Internal Revenue Code (the Code). Accordingly, they are generally exempt from income taxes pursuant to Section 501(a) of the Code, except for taxes pertaining to unrelated business income. The College believes it has taken no uncertain tax positions as of June 30, 2022 or 2021.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990CHANGE IN THE VALUE OF ANNUITIES - -966386 CHANGE IN THE VALUE OF THE BOND SWAP - 2582993 POST RETIREMENT BENEFIT CHANGE - 1928306 DONOR ADVISED FUNDS OTHER - -1070725 DONOR ADVISED FUNDS TO WHEATON COLLEGE - -351888
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsSCHOLARSHIPS - 43211970
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsSCHOLARSHIPS - 43211970

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYThe College's non-discrimination policy is stated on the College's website, required training for all students and employees, and all recruitment brochures and literature.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTWheaton College students receive federal financial assistance in accordance with Title IV of the Education Amendments of 1972. During the tax year ending 6/30/2022, the College received Higher Education Emergency Relief Funds (HEERF) under the Coronavirus Response and Relief Supplemental Appropriations Act (CRRSAA) 2021 and American Rescue Plan Act (ARPA) 2021 from the U.S. Department of Education, Office of Postsecondary Education as a result of the Coronavirus Aid, Relief, and Economic Security (CARES) Act.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean00Investments$46,726,912
Central America and the Caribbean00Program Services$114,559STUDY/HUMANITARIAN PROJECTS
East Asia and the Pacific00Program Services$2,200STUDY/HUMANITARIAN PROJECTS
Europe (Including Iceland and Greenland)00Program Services$612,946STUDY/HUMANITARIAN PROJECTS
Middle East and North Africa00Program Services$411,256STUDY/HUMANITARIAN PROJECTS
North America (Canada & Mexico only)00Program Services$201,453STUDY/HUMANITARIAN PROJECTS
South America00Program Services$25,500STUDY/HUMANITARIAN PROJECTS
South Asia00Program Services$30,595STUDY/HUMANITARIAN PROJECTS
Sub-Saharan Africa00Program Services$1,200STUDY/HUMANITARIAN PROJECTS
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$48,126,621SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$48,126,621TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsFormAndLineReferenceDesc
ExplanationCENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-AccrualExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (25 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
By the Hand Club for Kids
PO Box 10043ChicagoIL60610203144284501(c)(3)$13,000GENERAL SUPPORT
Camp of the Woods
PO Box 250SpeculatorNY12164596001191501(c)(3)$30,000$20k General Support/$10K Tapawingo
CareNet
44180 Riverside PkwyLandowneVA20176541382723501(c)(3)$7,500Fatherhood InitiativeSte 200
Chicago Friends of Haiti
1440 W Taylor StChicagoIL60607821006453501(c)(3)$10,000ministry supportSte 129
Christian Communications Inc
9600 Bellaire BlvdHoustonTX77036363434855501(c)(3)$22,000General SupportSte 210
College Church
332 E SeminaryWheatonIL60187362203929501(c)(3)$15,000$13,500 unrestricted/$500 Pioneer Club/$1k ministry
Covenant Church of Naples
6926 Trail BlvdNaplesFL34108591098689501(c)(3)$201,000$135k Missions/$50k Capital Campaign/$15k unrestricted/$1k El Shaddai Building Fund
CRU
PO Box 62822OrlandoFL32862956006173501(c)(3)$15,500ministry support
Deerfoot LodgeChristian Camps
6 Squirrel Trail CtHendersonvilleNC28791146017995501(c)(3)$250,000Ministry Support
El Shaddai Ministries International (ESMI)
2121 3rd AveMiamiFL33129311633120501(c)(3)$83,000$38k Purchase & Shipment of Truck/$45k OtherSte 601
Judson University
1151 N State StElginIL60123362515868501(c)(3)$10,000scholarships
Life Forward
2415 Auburn AveCincinnatiOH45219311113258501(c)(3)$10,000General Support
Living with Hope
2158 45th StreetHighlandIN46322815923025501(c)(3)$10,000General Support
McLean Presbyterian Church
1020 Hill RdMcCleanVA22101540957095501(c)(3)$35,000General Support
Moody Bible Institute
820 N LaSalleChicagoIL60610362167792501(c)(3)$70,000scholarships/grants
MTW (Mission to the World)
PO Box 744165AtlantaGA303744165582325982501(c)(3)$10,000Ukraine Crisis Church Fund, ministry support
One World Health
21-D Gamecock AveCharlestonSC29407263717278501(c)(3)$28,496General Support
Outreach Community Ministry
373 S SchmaleCarol StreamIL60188237265066501(c)(3)$18,000General Support
Practicing the Way
3722 ChateauWacoTX76710862274103501(c)(3)$13,000General Support
Reformed University Fellowship
PO Box 890004CharlotteNC282890004581713181501(c)(3)$17,000ministry support
Refuge for Women Chicago
620 DaKota StCrystal LakeIL60012264388243501(c)(3)$6,000$3k General Support /$3k Chicago area
Sunshine Enterprises
503 E 61st StreetChicagoIL60637362317631501(c)(3)$10,000General Support
The Salvation Army Central (Chicago)
PO Box 5025HarlanIA51593222406433501(c)(3)$10,000$4k rent assistance/$5k food housing/$1k General Support
The Village Chapel
10 Azalea RdPinehurstNC28374560529992501(c)(3)$6,000General Support
Wheaton Bible Church
27W500 North AveChicagoIL60185362233546501(c)(3)$25,000$25k General Support/$500 MissionsFest
FieldValueIRS element (for citing)
Total501c3 Org25Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIPS - Undergraduate - Merit Based1504$18,860,392
SCHOLARSHIPS - Undergraduate - Need Based1470$22,080,365
SCHOLARSHIPS - Graduate - Merit Based75$541,017
SCHOLARSHIPS - Graduate - Need Based161$594,896
Discounts292$1,135,300
HEERF Student Support3897$2,600,495

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part III, Column (b) Estimated Number Of RecipientsSCHOLARSHIPS - Undergraduate - Merit Based : Data base maintained of student aid
Schedule I, Part III, Column (b) Estimated Number Of RecipientsSCHOLARSHIPS - Undergraduate - Need Based : Data base maintained of student aid
Schedule I, Part III, Column (b) Estimated Number Of RecipientsSCHOLARSHIPS - Graduate - Merit Based : Data base maintained of student aid
Schedule I, Part III, Column (b) Estimated Number Of RecipientsSCHOLARSHIPS - Graduate - Need Based : Data base maintained of student aid
Schedule I, Part III, Column (b) Estimated Number Of RecipientsDiscounts : Data base maintained of student aid
Schedule I, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDSFor contributions under $1,000,000, Wheaton College will generally retain 25%; for contributions of over $1,000,000, Wheaton College will generally retain 10%. The remaining portion of each donor's contribution is available for distribution to other public charities at the donor's recommendation, subject to the approval of the Wheaton College Charity Selection Committee. The Committee must review and approve all recommendations. Such review includes: verifying exempt status, identifying the mission of the organization and the purpose of the grant, and review of the organization's Form 990, if applicable.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.Grants and scholarships are awarded to students who apply for financial assistance at Wheaton College. Grant recipients are based on financial need. Scholarships and other assistance is merit-based. All funds are used for tuition and books and living expenses at Wheaton College. This process is monitored by the Financial Aid Office at the College.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Philip G Ryken
President/Trustee$336,148$0$0$0$2,193$0$32,569$0$171,159$0$542,069$0$0$0
J Chadwick Rynbrandt
VP for Finance & Operations, Treasurer$228,727$0$0$0$28,357$0$24,896$0$25,385$0$307,365$0$0$0
Silvio Vazquez
Chief Enrollment Management Officer$164,155$0$0$0$1,010$0$17,927$0$28,773$0$211,865$0$0$0
Kirk D Farney
VP for Advancement & Alumni Relations$217,887$0$0$0$2,179$0$23,752$0$20,796$0$264,614$0$0$0
Karen Lee
Provost$212,154$0$0$0$470$0$22,762$0$21,859$0$257,245$0$0$0
Paul Chelsen
Vice President - Student Development$161,791$0$0$0$546$0$17,472$0$65,720$0$245,529$0$0$0
Kenneth Larson
Investment Manager$170,815$0$0$0$1,153$0$10,884$0$52,621$0$235,473$0$0$0
Michael Wilder
Dean of Music & Communications$140,115$0$0$0$2,644$0$8,900$0$30,106$0$181,765$0$0$0
Jamie Aten
Professor/Exec Director of HDI$168,625$0$0$0$219$0$9,951$0$31,510$0$210,305$0$0$0
Carlos Garcia
Controller$138,686$0$0$0$475$0$8,841$0$30,550$0$178,552$0$0$0
Randy Norbeck
Interim Director of Construction & Maintenance$146,726$0$0$0$902$0$8,969$0$45,632$0$202,229$0$0$0
EDWARD STETZER
DEAN & EXEC DIR WCBGC$173,318$0$0$0$1,153$0$10,884$0$38,481$0$223,836$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsThe College provided tax gross up payments related to educational benefits provided to one officer. Such benefits were included in taxable income for the recipient.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useThe President of the College receives a housing allowance that is excluded from taxable income pursuant to IRC ยง119.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Philip G RykenBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgPresidentRelationshipWithOrgTxt
Loan PurposeHome Mortgage/ Home ImprovementsLoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$210,000OriginalPrincipalAmt
Balance Due$53,281BalanceDueAmt
DefaultfalseDefaultInd
Board Or Committee ApprovalYes (true)BoardOrCommitteeApprovalInd
Written AgreementYes (true)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$53,281TotalBalanceDueAmt

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

FieldValueIRS element (for citing)
Cash Grant$8,538CashGrantAmt
Type Of AssistancescholarshipTypeOfAssistanceTxt
Assistance PurposeFINANCIAL AIDAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Kenneth Larson
Key employee/ Investment manager$122,800Sister Karen Belling is the Director of Student Financial Services at Wheaton Collegefalse
Kenneth Larson
Key employee/ Investment manager$33,875Spouse Laurel Larson is the CMCA coordinator for the Wheaton College Billy Graham Center for Evangelism.false
Philip Hubbard
Trustee$72,368Son-in-law Adam Wood is an Assistant Professor in Philosophy at Wheaton College.false
Philip Ryken
President$76,568Brother-in-law Jeffrey Beaird is a network/systems engineer at Wheaton College.false
Stephen Preston
Trustee$48,677Daughter Madeleine Preston is the Associate Director for Reunions in the Alumni and Parent Engagement Office.false

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$535NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$55,984NoncashContributionsRptF990Amt
Method Of Determining RevenuesReplacement costMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$2,604NoncashContributionsRptF990Amt
Method Of Determining RevenuesReplacement costMethodOfDeterminingRevenuesTxt

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$9,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution105ContributionCnt
Noncash Contributions Rpt F990$4,415,075NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$369,317NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$200NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescMusical ticketsDesc
Contribution7ContributionCnt
Noncash Contributions Rpt F990$569NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I Explanations of reporting method for number of contributionsFormAndLineReferenceDesc
ExplanationBooks and publications - Number of contributions Securities - Publicly traded - Number of contributions Clothing and household goods - Watches - Number of contributions Securities - Partnership, LLC, or trust interests - Unitrust - Number of contributions Other - Musical tickets - Number of contributions Art - Works of art - Bronze bust Number of contributions Food inventory - FOOD FOR EVENT NUMBER OF CONTRIBUTIONS Cars and other vehicles - number of contributionsExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services(Expenses $ 3,304,246 including grants of $ 0)(Revenue $ 5,743,067) ARTIST SERIES, THE COMMUNITY SCHOOL OF THE ARTS AND SUMMER SPORTS CAMPS. MINOR PROGRAMS, APPLICATION FEES, TUITION INSTALLMENT PLAN FEES, PARKING FINES, PARKING PERMITS AND LIBRARY FINES. THE COLLEGE SOLICITS A VARIETY OF CONTRIBUTIONS FOR ITS PROGRAMS INCLUDING DONOR-ADVISED FUNDS. DONOR-ADVISED FUND CONTRIBUTIONS RECEIVED ARE ACCOUNTED FOR AS OTHER INVESTMENTS. DONOR-ADVISED FUNDS ALLOW FOR THE DONOR TO RECOMMEND DISTRIBUTIONS TO COLLEGE PROGRAMS OR OTHER CHARITABLE ORGANIZATIONS. ALTHOUGH THE COLLEGE GENERALLY COMPLIES WITH THE DONOR'S RECOMMENDATION, THEY ARE SUBJECT TO APPROVAL BY THE COLLEGE'S CHARITY SELECTION COMMITTEE. THE COLLEGE'S POLICY IS TO DISTRIBUTE A MAXIMUM OF 75% - 90% OF DONOR-ADVISED FUND CONTRIBUTIONS TO UNRELATED THIRD PARTIES.
Form 990, Part VI, Line 14 Document Retention and Destruction PolicyWheaton College does not have a formal document retention and destruction policy in place at this time. Departments within the organization have their own document retention and destruction policies, but the organization plans to implement an organization wide policy in the near future.
Form 990, Part VI, Line 1a Delegate broad authority to a committeeThe Executive Committee shall consist of not less than seven elected Trustees, a majority of whom shall constitute a quorum, and as ex-officio members the Chairman of the Board, Vice Chairman of the Board and the President. The Chairman of the Board shall also be the Chairman of the Executive Committee and in his/her absence, the Vice Chairman shall sit in his/her place. The Executive Committee shall have and may exercise all of the authority of the Board of Trustees during the interim between regular meetings of the Board provided that such committee shall not have the authority of the Board of Trustees in reference to (I) amending, altering, or repealing their Bylaws; (ii) electing, appointing, or removing any Trustee; (iii) amending the Charter; (iv) adopting a plan of merger or consolidation with another corporation; (v) authorizing the sale, lease, exchange, or mortgage of all or substantially all of the property and assets of the Corporation; (vi) authorizing the voluntary dissolution of the Corporation.
Form 990, Part VI, Line 4 Significant changes to organizational documentsOver the course of July 1 2021 to June 30, 2022, the Board of Trustees approved a few small changes to its bylaws and policies. Amendments included clarification around committees charged with oversight of institutional compensation, addition of a policy regarding assessment of the Chair, and updates to the procedures regarding assessment of the President.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyAfter finalizing the Form 990 with the paid tax preparer, the Controller and the VP for Finance forward a copy of the Form 990 to all board members for their review prior to filing the return with the IRS.
Form 990, Part VI, Line 12c Conflict of interest policyOfficers, trustees, key employees and other highest compensated employees are annually asked to reveal any potential conflicts of interest. Each interested person is provided a questionnaire electronically to be reviewed. The General Counsel reviews the questionnaires and prepares an annual report to the Governance, Nomination and Compensation Committee of the Board of Trustees. If a conflict exists, the Board member is asked to abstain from voting on the issue of which they have a conflict.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialThe Governance, Nomination and Compensation Committee of the Board reviews and approves the President's compensation. The review includes outside compensation surveys, studies prepared by internal staff and an independent compensation consultant as well as Forms 990 of similar educational institutions. This process is undertaken annually and documented in the meeting minutes of the Governance, Nomination and Compensation Committee.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesThe Governance, Nomination and Compensation Committee also reviews and approves the compensation for the VP for Finance, the VP for Student Development, the Provost, the VP for Advancement, the Chief Enrollment Management Officer and the Chief Intercultural Engagement Officer. The reviews utilize compensation data from Forms 990 of similar educational institutions. This process is undertaken annually and is documented in the meeting minutes of the Governance, Nomination and Compensation Committee.
Form 990, Part VI, Line 19 Required documents available to the publicThe College's financial statements are available on our website. Governing documents and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. These documents are not available to the public at this time.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesCHANGE IN THE VALUE OF ANNUITIES - -966386; CHANGE IN THE VALUE OF THE BOND SWAP - 2582993; POSTRETIREMENT BENEFIT CHANGES - 1928306; DONOR ADVISED FUNDS OTHER - -1070725; DONOR ADVISED FUNDS TO WHEATON COLLEGE - -351888;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
WHEATON COLLEGE BILLY GRAHAM CENTER
501 COLLEGE AVENUEWHEATONIL60187362982217RESEARCHIL501(c)(3)Type IWHEATON COLLEGEYes (true)
WHEATON COLLEGE ALUMNI ASSOCIATION
501 COLLEGE AVENUEWHEATONIL60187366127340ALUMNI ASSOCIL501(c)(3)Type IIWHEATON COLLEGEYes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
WHEATON COLLEGE TRUST COMPANY NA
501 COLLEGE AVENUEWHEATONIL60187364353420TRUST ADMINISTRATIONILWHEATON COLLEGEC Corporation$1,289,988$3,807,4920.9964Yes (true)
Charitable Remainder Trust
501 COLLEGE AVENUEWheatonIL60187TrustILWheaton CollegeTrustYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Wheaton College Trust Company NA
M$1,026,591Based on the number of Trusts
Wheaton College Trust Company NA
A$39,462Based on square footage plus overhead
Wheaton College Trust Company NA
O$817,936Based on number of Trusts
Billy Graham Center
C$520,672General Ledger