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WHEATON COLLEGE: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
WHEATON COLLEGE (EIN 36-2182171)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-14
IRS object ID
202111349349305921
Schema version
2019v5.0
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)
Return2021-05-14T15:33:34-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

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 Begin2019-07-01TaxPeriodBeginDt

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
Signature2021-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMallory FairlessPreparerPersonNm
PTINP01321579PTIN
Phone3128997000PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$283,155,672GrossReceiptsAmt
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 Body17VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee3198TotalEmployeeCnt
Total Volunteers72TotalVolunteersCnt
Total Gross UBI-$574,182TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$41,339,476PYContributionsGrantsAmt
CY Contributions Grants$26,098,804CYContributionsGrantsAmt
PY Program Service Revenue$123,373,317PYProgramServiceRevenueAmt
CY Program Service Revenue$122,486,167CYProgramServiceRevenueAmt
PY Investment Income$47,046,603PYInvestmentIncomeAmt
CY Investment Income$27,474,285CYInvestmentIncomeAmt
PY Other Revenue$1,134,946PYOtherRevenueAmt
CY Other Revenue$794,416CYOtherRevenueAmt
PY Total Revenue$212,894,342PYTotalRevenueAmt
CY Total Revenue$176,853,672CYTotalRevenueAmt
PY Grants And Similar Paid$34,851,439PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$37,968,076CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$77,893,818PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$78,506,150CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,973,236CYTotalFundraisingExpenseAmt
PY Other Expenses$47,567,397PYOtherExpensesAmt
CY Other Expenses$45,556,941CYOtherExpensesAmt
PY Total Expenses$160,312,654PYTotalExpensesAmt
CY Total Expenses$162,031,167CYTotalExpensesAmt
PY Revenues Less Expenses$52,581,688PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$14,822,505CYRevenuesLessExpensesAmt
Total Assets BOY$930,846,496TotalAssetsBOYAmt
Total Assets EOY$933,202,060TotalAssetsEOYAmt
Total Liabilities BOY$164,766,994TotalLiabilitiesBOYAmt
Total Liabilities EOY$171,755,986TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$766,079,502NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$761,446,074NetAssetsOrFundBalancesEOYAmt
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$96,033,021ExpenseAmt
Grant$37,254,962GrantAmt
Revenue$97,825,230RevenueAmt
DescEDUCATION AND INSTRUCTION - The College offers undergraduate degrees in 43 areas of major study including 6 in the Conservatory; 16 Master of Arts degrees and 2 Doctoral degrees. There are approximately 2,900 students enrolled at the College.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$26,401,000ExpenseAmt
Grant$0GrantAmt
Revenue$256,088RevenueAmt
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$12,596,000ExpenseAmt
Grant$0GrantAmt
Revenue$16,814,714RevenueAmt
DescAUXILIARY ENTERPRISES - THE COLLEGE PROVIDES ROOM AND BOARD FOR ALL ITS STUDENTS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$4,213,000ExpenseAmt
Grant$713,114GrantAmt
Revenue$8,323,943RevenueAmt
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$4,213,000TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$713,114TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$8,323,943TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$139,243,021TotalProgramServiceExpensesAmt
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 SecfalseReportInvestmentsOtherSecInd
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 Document4334IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3198EmployeeCnt
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
Foreign CountryUKForeignCountryCd
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 Members17GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
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 (34 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Dale Wong
Vice Chair/Trustee2.01.0Yes (X)Yes (X)$0$0$0
James Goetz
Chair/Trustee2.01.0Yes (X)Yes (X)$0$0$0
Kathryn H Vaselkiv
Secretary/Trustee2.00.0Yes (X)Yes (X)$0$0$0
Philip G Ryken
President/Trustee40.02.0Yes (X)Yes (X)$376,846$0$174,446
Andrea D Scott
Trustee2.00.0Yes (X)$0$0$0
Barbara W Anderson
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
Trustee2.01.0Yes (X)$0$0$0
Gregory Waybright
Trustee2.01.0Yes (X)$0$0$0
Jeffrey Meyer
Trustee2.00.0Yes (X)$0$0$0
John Augustine
Trustee2.00.0Yes (X)$0$0$0
Kurt Keilhacker
Trustee2.00.0Yes (X)$0$0$0
Mary Schaller
Trustee2.00.0Yes (X)$0$0$0
Philip G Hubbard
Trustee2.00.0Yes (X)$0$0$0
Samuel Rodriguez
Trustee until October 20192.01.0Yes (X)$0$0$0
Shundrawn A Thomas
Trustee2.00.0Yes (X)$0$0$0
Steven Preston
Trustee2.00.0Yes (X)$0$0$0
J Chadwick Rynbrandt
VP for Finance , Operations & Treasurer40.01.0Yes (X)$122,780$0$10,368
Kirk D Farney
VP for Advancement & Alumni Relations40.00.0Yes (X)$228,017$0$61,599
Margaret Diddams
Provost Until June 202040.00.0Yes (X)$224,561$0$78,276
Paul Chelsen
Vice President - Student Development40.00.0Yes (X)$165,179$0$95,327
Sheila Caldwell
Chief Intercultural Engagement Officer40.00.0Yes (X)$144,608$0$18,235
Silvio Vazquez
Chief Enrollment Management Officer40.00.0Yes (X)$172,466$0$42,681
Kenneth Larson
Investment Manager40.00.0$189,942$0$89,710Yes (X)
Scott Okesson
Director of Facilities40.00.0$155,499$0$42,368Yes (X)
Wendy Woodward
CICSO40.00.0$174,254$0$29,903Yes (X)
David Iglesias
Director of the Center for Faith, Politics, and Economics40.00.0$146,683$0$28,296Yes (X)
David Teune
DIRECTOR OF GIFT PLANNING SERVICES40.00.0$142,367$0$43,984Yes (X)
Edward Stetzer
Dean & Exec Dir WCBGC0.040.0$182,409$0$74,022Yes (X)
J THomas McCully
Associate Investment Manager/ Senior Trust Officer40.00.0$138,220$0$85,768Yes (X)
Jamie Aten
Professor/Exec Director of HDI40.00.0$142,963$0$34,238Yes (X)
Dale A Kemp
Former VP for Finance, Operations and Treasurer40.00.0$422,432$0$2,280Yes (X)
Stanton Jones
Former Provost; Former Professor40.00.0$480,421$0$21,476Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,609,647TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$932,977TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K82IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtAddress Line2ContractorAddress/USAddress/AddressLine2TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MA MORTENSON CO
25 NORTHWEST POINT BLVDSUITE 100ELK GROVE VILLAGEIL60007CONSTRUCTION SERVICES$20,226,637
EP DOYLE AND SON LLC
1100 WHEATON OAKS COURTWHEATONIL60187CONSTRUCTION SERVICES$5,198,384
BON APPETIT
421 CHASE STREETWHEATONIL60187FOOD SERVICE$4,672,192
FGM ARCHITECTS
1211 W 22ND ST700OAK BROOKIL60523ARCHITECTURAL SERVICES$677,632
MEP ASSOCIATES LLC
1111 DEMING WAYMADISONWI53717ENGINEERING CONSULTANTS$323,786
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K12CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$752,262RelatedOrganizationsAmt
Government Grants$1,014,092GovernmentGrantsAmt
All Other Contributions$24,332,450AllOtherContributionsAmt
Noncash Contributions$5,863,643NoncashContributionsAmt
Total Contributions$26,098,804TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Tuition & Fees611600$97,825,230$97,825,230$0$0
Auxiliary Revenue611600$16,814,714$16,814,714$0$0
Public Service Revenues541800$2,871,369$2,869,870$1,499$0
Minor Program Revenues611600$4,718,766$4,718,766$0$0
Student Insurance900099$256,088$256,088$0$0

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$122,486,167TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,378,518TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$592,579UnrelatedBusinessRevenueAmt
Exclusion$11,971,097ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,161TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,161ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$39,050RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

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

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$39,050RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$39,050TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$39,050ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$122,386,517SecuritiesAmt
Other$11,250OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$106,302,000SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$16,084,517SecuritiesAmt
Other$11,250OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,095,767TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$16,095,767ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$0ContriRptFundraisingEventAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescTrust Company FeesDesc
Business561000BusinessCd
Total Revenue Column$752,205TotalRevenueColumnAmt
Related Or Exempt Func Income$735,307RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$16,898UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

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$752,205OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$176,853,672TotalRevenueColumnAmt
Related Or Exempt Func Income$123,219,975RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$574,182UnrelatedBusinessRevenueAmt
Exclusion$28,109,075ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$713,114TotalAmt
Program Services$713,114ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$37,254,962TotalAmt
Program Services$37,254,962ProgramServicesAmt

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$2,675,167TotalAmt
Program Services$979,754ProgramServicesAmt
Management And General$1,355,071ManagementAndGeneralAmt
Fundraising$340,342FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$317,632TotalAmt
Program Services$122,198ProgramServicesAmt
Management And General$195,434ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$44,791,642TotalAmt
Program Services$35,900,669ProgramServicesAmt
Management And General$6,861,511ManagementAndGeneralAmt
Fundraising$2,029,462FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$5,890,816TotalAmt
Program Services$5,272,181ProgramServicesAmt
Management And General$466,072ManagementAndGeneralAmt
Fundraising$152,563FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$17,998,162TotalAmt
Program Services$16,121,002ProgramServicesAmt
Management And General$1,413,665ManagementAndGeneralAmt
Fundraising$463,495FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,832,731TotalAmt
Program Services$6,105,301ProgramServicesAmt
Management And General$548,039ManagementAndGeneralAmt
Fundraising$179,391FundraisingAmt

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$511,662TotalAmt
Program Services$40,414ProgramServicesAmt
Management And General$469,169ManagementAndGeneralAmt
Fundraising$2,079FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$217,159TotalAmt
Management And General$217,159ManagementAndGeneralAmt

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$784TotalAmt
Program Services$0ProgramServicesAmt
Management And General$784ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,866,509TotalAmt
Program Services$5,600,983ProgramServicesAmt
Management And General$1,265,526ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,021,689TotalAmt
Program Services$593,154ProgramServicesAmt
Management And General$269,917ManagementAndGeneralAmt
Fundraising$158,618FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,572,881TotalAmt
Program Services$2,127,096ProgramServicesAmt
Management And General$373,397ManagementAndGeneralAmt
Fundraising$72,388FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$837,487TotalAmt
Program Services$837,487ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,789,207TotalAmt
Program Services$5,836,274ProgramServicesAmt
Management And General$1,901,711ManagementAndGeneralAmt
Fundraising$51,222FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,045,363TotalAmt
Program Services$1,836,662ProgramServicesAmt
Management And General$72,522ManagementAndGeneralAmt
Fundraising$136,179FundraisingAmt

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$211,929TotalAmt
Program Services$188,886ProgramServicesAmt
Management And General$20,043ManagementAndGeneralAmt
Fundraising$3,000FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,462,028TotalAmt
Program Services$2,158,636ProgramServicesAmt
Management And General$303,392ManagementAndGeneralAmt
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$11,786,567TotalAmt
Program Services$10,858,462ProgramServicesAmt
Management And General$854,011ManagementAndGeneralAmt
Fundraising$74,094FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,747,842TotalAmt
Program Services$772,092ProgramServicesAmt
Management And General$975,750ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SPECIAL PROJECTS$1,026,364$985,690$40,674$0
Training$713,628$565,973$112,392$35,263
PRINTING AND PUBLICATIONS$398,644$174,255$201,941$22,448
DUES & MEMBERSHIPS$436,184$266,904$161,819$7,461

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,911,014TotalAmt
Program Services$3,930,872ProgramServicesAmt
Management And General$734,911ManagementAndGeneralAmt
Fundraising$245,231FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$162,031,167TotalAmt
Program Services$139,243,021ProgramServicesAmt
Management And General$18,814,910ManagementAndGeneralAmt
Fundraising$3,973,236FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$49,309,014BOYAmt
EOY$28,334,205EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,611,239BOYAmt
EOY$4,542,644EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,244,961BOYAmt
EOY$2,565,042EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$101,982BOYAmt
EOY$86,232EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$7,473,252BOYAmt
EOY$6,687,546EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$241,379BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,914,409BOYAmt
EOY$2,703,819EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$434,820,059LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$198,994,815LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$212,479,103BOYAmt
EOY$235,825,244EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$587,391,641BOYAmt
EOY$598,498,652EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$52,776,053BOYAmt
EOY$45,080,103EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$2,201,031BOYAmt
EOY$2,777,355EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$8,102,432BOYAmt
EOY$6,101,218EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$930,846,496BOYAmt
EOY$933,202,060EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$12,213,810BOYAmt
EOY$14,840,306EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$5,053,425BOYAmt
EOY$2,764,545EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$41,972,457BOYAmt
EOY$42,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$105,527,302BOYAmt
EOY$112,151,135EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$164,766,994BOYAmt
EOY$171,755,986EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$312,596,670BOYAmt
EOY$312,327,102EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$453,482,832BOYAmt
EOY$449,118,972EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$766,079,502BOYAmt
EOY$761,446,074EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$930,846,496BOYAmt
EOY$933,202,060EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$14,822,505ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$4,531,420NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets-$14,924,513OtherChangesInNetAssetsAmt
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$29,042,040CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$27,339,674CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,101,633CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,814,476CurrentTaxYearMinus1YearAmt
Current Tax Year$26,098,804CurrentTaxYearAmt
Total$158,396,627TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

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

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

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

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$29,042,040CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$27,339,674CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,101,633CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,814,476CurrentTaxYearMinus1YearAmt
Current Tax Year$26,098,804CurrentTaxYearAmt
Total$158,396,627TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$7,436,229SubstantialContributorsTotAmt
Public Support Total170$150,960,398PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,351,746CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,832,073CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,053,607CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,295,072CurrentTaxYearMinus1YearAmt
Current Tax Year$12,013,308CurrentTaxYearAmt
Total$48,545,806TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$158,382CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$158,382TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,517,168CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,474,364CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,410,312CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,070,794CurrentTaxYearMinus1YearAmt
Current Tax Year$735,307CurrentTaxYearAmt
Total$6,207,945TotalAmt
FieldValueIRS element (for citing)
Total Support$213,308,760TotalSupportAmt
Gross Receipts Rltd Activities$599,588,921GrossReceiptsRltdActivitiesAmt
Public Support CY1700.7077PublicSupportCY170Pct
Public Support PY1700.7143PublicSupportPY170Pct
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 INCOME FROM FUNDRAISING EVENTS, COLUMN A - -41373.0, COLUMN B - -17123.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - -58496.0; DESCRIPTION - NET GAIN FROM SALE OF INVENTORY, COLUMN A - 940672.0, COLUMN B - 830379.0, COLUMN C - 737027.0, COLUMN D - 422687.0, COLUMN E - 0.0, COLUMN F - 2930765.0; DESCRIPTION - TRUST COMPANY FEES, COLUMN A - 617869.0, COLUMN B - 661108.0, COLUMN C - 673285.0, COLUMN D - 648107.0, COLUMN E - 735307.0, COLUMN F - 3335676.0;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 Held25DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held0FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$556,514DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$0FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$1,034,379DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$0FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$10,476,574DonorAdvisedFundsVlEOYAmt
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$0RevenuesIncludedAmt
Assets Included$0AssetsIncludedAmt
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$388,033,000BeginningYearBalanceAmt
Contributions$4,647,000ContributionsAmt
Investment Earnings Or Losses$76,988,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$17,865,000GrantsOrScholarshipsAmt
Other Expenditures$5,427,000OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$446,376,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$409,613,000BeginningYearBalanceAmt
Contributions$5,071,000ContributionsAmt
Investment Earnings Or Losses-$9,440,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$17,211,000GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$388,033,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.2524BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.7476PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$30,889,714OtherCostOrOtherBasisAmt
Book Value$30,889,714BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$302,314,295OtherCostOrOtherBasisAmt
Depreciation$146,227,152DepreciationAmt
Book Value$156,087,143BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,498,622OtherCostOrOtherBasisAmt
Depreciation$862,001DepreciationAmt
Book Value$1,636,621BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$66,502,465OtherCostOrOtherBasisAmt
Depreciation$45,204,609DepreciationAmt
Book Value$21,297,856BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$32,614,963OtherCostOrOtherBasisAmt
Depreciation$6,701,053DepreciationAmt
Book Value$25,913,910BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$235,825,244TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
OBLIGATIONS UNDER ANNUITIES, SPLIT-INTRST AGREEMENTS, OTHER TRST BENEFICIARIES$89,636,295
INTEREST RATE SWAP AGREEMENT$7,332,644
ASSET RETIREMENT OBLIGATION$2,914,728
REFUNDABLE U.S. GOVERNMENT GRANTS FOR STUDENT LOANS$3,220,154
POST-RETIREMENT BENEFITS OBLIGATION$9,047,314
FieldValueIRS element (for citing)
Total Liability$112,151,135TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$135,067,290TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$4,531,420NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants$0RecoveriesPriorYearGrantsAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported-$4,531,420RevenueNotReportedAmt
Revenue Subtotal$139,598,710RevenueSubtotalAmt
Investment Expenses Not Incld$0InvestmentExpensesNotIncldAmt
Other Revenues Not Included$37,254,962OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$37,254,962RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$176,853,672TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$139,700,718TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$0DonatedServicesUseFcltsAmt
Prior Year Adjustments$0PriorYearAdjustmentsAmt
Losses Reported$0LossesReportedAmt
Other Expenses Included$14,924,513OtherExpensesIncludedAmt
Expenses Not Reported$14,924,513ExpensesNotReportedAmt
Expenses Subtotal$124,776,205ExpensesSubtotalAmt
Other Expenses Not Included$37,254,962OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$37,254,962ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$162,031,167TotalExpensesPerForm990Amt

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 AT WHEATON COLLEGE ARE A MAJOR RESEARCH COLLECTION OF UNPUBLISHED MATERIALS RELATING TO NORTH AMERICAN, PROTESTANT, NON-DENOMINATIONAL EVANGELISM AND GLOBAL MISSIONS EFFORTS. THE COLLECTIONS INCLUDE SERMONS, INTERVIEWS, PHOTOGRAPHS, AUDIO AND VIDEO RECORDINGS, CRUSADE RECORDS AND MORE FEATURING BILLY GRAHAM (1918-2018) AND THE MINISTRY OF THE BILLY GRAHAM EVANGELISTIC ASSOCIATION. 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, 2020 or 2019.
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsSCHOLARSHIPS - 37254962
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990NET POSTRETIREMENT BENEFITS - 977197 CHANGE IN THE VALUE OF ANNUITIES - 10671944 CHANGE IN THE VALUE OF BOND SWAP - 2237758 DONOR ADVISED FUNDS TO WHEATON COLLEGE - 324500 DONOR ADVISED FUNDS TO OTHER CHARITIES - 713114
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsSCHOLARSHIPS - 37254962

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 6/30/2020, the College received Higher Education Emergency Relief Funds 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 (7 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Program ServicesSTUDY/ HUMANITARIAN PROJECTS$149,815
East Asia and the Pacific00Program ServicesSTUDY/ HUMANITARIAN PROJECTS$19,543
Europe (Including Iceland and Greenland)00Program ServicesSTUDY/ HUMANITARIAN PROJECTS$381,531
Middle East and North Africa00Program ServicesSTUDY/ HUMANITARIAN PROJECTS$445,714
Sub-Saharan Africa00Program ServicesSTUDY/ HUMANITARIAN PROJECTS$264,459
South America00Program ServicesSTUDY/ HUMANITARIAN PROJECTS$28,623
Central America and the Caribbean00Investments$13,505,328
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$14,795,013SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$14,795,013TotalSpentAmt
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

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (31 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
Covenant Church of Naples
6926 Trail BlvdNaplesFL34108591098689501(c)(3)$101,000Adoption Fund and General Fund
Bridge Trust USA Inc
PO Box 1042WheatonIL601871042300028861501(c)(3)$40,000Support a Bible College
Wheaton Bible Church
27W500 North AveWest ChicagoIL60185362233546501(c)(3)$27,500General Fund
Cornerstone Community Church
3167 Frankford AvePhiladelphiaPA191343826233057681501(c)(3)$23,000General Fund
Camp of the Woods
PO BOX 250SpeculatorNY12164596001191501(c)(3)$20,000$10K General Fund/ $10K Camp Fund
ESMI
2121 SW 3rd AveMiamiFL33129311633120501(c)(3)$20,000$10K unrestricted/ $10K orphanageSte 601
Sunshine Enterprises
500 E 61st StChicagoIL60637362317631501(c)(3)$20,000General Fund
Outreach Community Ministry
373 S Schmale RdCarol StreamIL60188237265066501(c)(3)$18,000General FundSte 102
CRU
PO BOX 628222OrlandoFL32862956006173501(c)(3)$17,600Missions Support
Maranatha Bible & Missionary Conference
4759 Lake Harbor RdNorton ShoresMI49441381558540501(c)(3)$16,000$1K unrestricted / $15K Shoreline Erosion
McLean Presbyterian
1020 Balls Hill RdMcLeanVA22101540957095501(c)(3)$16,000$15K General Fund $1K Mission Support
Skokie Valley Baptist Church
1050 Skokie BlvdWilmetteIL60091362440497501(c)(3)$13,500$8K unrestricted; $3K Benevolent Fund $2.5K General Fund
By the Hand Club for Kids
PO BOX 10043ChicagoIL60610203144284501(c)(3)$13,000$12K unrestricted; $1K needy families
City Reformed Church
1661 North Farwell AveMilwaukeeWI53202396059688501(c)(3)$12,000$9K General; $3K Pastoral Staff medical expenses
College Church
332 E SeminaryWheatonIL60187362203929501(c)(3)$11,500$10,500 General; $1K Pioneers Club
Chicago Friends of Haiti
3600 North Lakeshore DrChicagoIL60613821006453501(c)(3)$10,500$500 General; $10,000 emergency food for orphans507
Intervarsity Christian Fellowship
PO BOX 7895MadisonWI53707362171714501(c)(3)$10,000missions support
Judson University
1151 N State StElginIL60123362515868501(c)(3)$10,000Scholarship Fund
Ligonier Ministries
421 Ligonier CtSanfordFL32771251298611501(c)(3)$10,000Fund part of a College
Together Chicago Inc
102 Elm StProspect HeightsIL60070823256928501(c)(3)$10,000General Fund
Slavic Gospel Association
6151 Commonwealth DrLoves ParkIL611116987362428314501(c)(3)$9,498$1K Seminary & Bible Institute; $8498 unrestricted
Samaritan's Purse
PO BOX 3000BooneNC28607581437002501(c)(3)$8,500$4,500 General; $4K disaster relief & veterans assistance
Friends of Israel Gospel Ministry
PO BOX 908BellmawrNJ08099231365331501(c)(3)$8,498General Fund
Reach Beyond
PO BOX 39800Colorado SpringsCO80949590939206501(c)(3)$8,498General Fund
Wycliffe Bible Translators
PO BOX 628200OrlandoFL32862951831097501(c)(3)$8,498General Fund
Peachtree Presbyterian Church
3434 Rosewell Road NWAtlantaGA30363581807840501(c)(3)$8,0002019 Stewardship
Pepperdine University
24255 Pacific Coast HwyMalibuCA902639698951644037501(c)(3)$7,700General Fund
SIM USA
PO BOX 7900CharlotteNC28243221936391501(c)(3)$7,600$4K Ethiopia support; $3,600 Mission Support
Living with Hope
2158 45th StHighlandIN46322815293025501(c)(3)$7,500General FundSte 120
Trinity Presbyterian Church
427 E Walnut StHinsdaleIL60521200432595501(c)(3)$6,000Mission Support
Navigators
PO BOX 6000Colorado SpringsCO80934846007896501(c)(3)$5,400Mission Support
FieldValueIRS element (for citing)
Total501c3 Org31Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIPS - Undergraduate - Merit Based1273$12,232,127
SCHOLARSHIPS - Undergraduate - Need Based1470$22,844,293
SCHOLARSHIPS - Graduate - Merit Based156$1,026,375
SCHOLARSHIPS - Graduate - Need Based103$298,525
Loan Cancellations - Graduate - Need Based44$584,817
Tuition Discounts217$268,825

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 PlanYes (true)SupplementalNonqualRtrPlanInd
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 (16 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$375,529$0$0$0$1,317$0$40,900$0$133,546$0$551,292$0$0$0
Margaret Diddams
Provost Until June 2020$223,058$0$0$0$1,503$0$28,352$0$49,924$0$302,837$0$0$0
Kirk D Farney
VP for Advancement & Alumni Relations$226,439$0$0$0$1,578$0$29,152$0$32,447$0$289,616$0$0$0
Paul Chelsen
Vice President - Student Development$164,557$0$0$0$622$0$21,269$0$74,058$0$260,506$0$0$0
Silvio Vazquez
Chief Enrollment Management Officer$171,313$0$0$0$1,153$0$22,003$0$20,678$0$215,147$0$0$0
Sheila Caldwell
Chief Intercultural Engagement Officer$144,229$0$0$0$379$0$17,872$0$363$0$162,843$0$0$0
Kenneth Larson
Investment Manager$188,568$0$0$0$1,374$0$15,853$0$73,857$0$279,652$0$0$0
Wendy Woodward
CICSO$169,562$0$4,000$0$692$0$14,388$0$15,515$0$204,157$0$0$0
Scott Okesson
Director of Facilities$150,066$0$4,430$0$1,003$0$12,360$0$30,008$0$197,867$0$0$0
Edward Stetzer
Dean & Exec Dir WCBGC$165,914$0$0$0$16,495$0$13,578$0$60,444$0$256,431$0$0$0
J THomas McCully
Associate Investment Manager/ Senior Trust Officer$136,770$0$0$0$1,450$0$11,761$0$74,007$0$223,988$0$0$0
David Teune
DIRECTOR OF GIFT PLANNING SERVICES$139,631$0$0$0$2,736$0$11,840$0$32,144$0$186,351$0$0$0
Jamie Aten
Professor/Exec Director of HDI$142,692$0$0$0$271$0$11,027$0$23,211$0$177,201$0$0$0
David Iglesias
Director of the Center for Faith, Politics, and Economics$128,982$0$0$0$17,701$0$10,633$0$17,663$0$174,979$0$0$0
Stanton Jones
Former Provost; Former Professor$59,215$0$0$0$421,206$0$5,222$0$16,254$0$501,897$0$420,147$0
Dale A Kemp
Former VP for Finance, Operations and Treasurer$241,695$0$0$0$180,737$0$2,280$0$0$0$424,712$0$180,737$0

Supplemental Information Detail SupplementalInformationDetail (3 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 highest compensated employee and one officer. Such benefits were included in taxable income for both recipients.
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 ยง107.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planWheaton College has a nonqualified 457(f) retirement plan in place that allows for certain officers to participate in the plan. The following individuals received payments from the 457(f) plan in 2019. These payments are included in Schedule J, Part II, Column (c). Dale Kemp - $180,737 Stanton Jones - $420,147

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$86,232BalanceDueAmt
DefaultfalseDefaultInd
Board Or Committee ApprovalYes (true)BoardOrCommitteeApprovalInd
Written AgreementYes (true)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$86,232TotalBalanceDueAmt

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

FieldValueIRS element (for citing)
Cash Grant$170,489CashGrantAmt
Type Of AssistanceEducational BenefitTypeOfAssistanceTxt
Assistance PurposeTuition DiscountAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Kenneth Larson
Key employee/ Investment manager$120,577Sister Karen Belling is the Director of Student Financial Services at Wheaton Collegefalse
Kenneth Larson
Key employee/ Investment manager$27,556Spouse Laurel Larson is the CMCA coordinator for the Wheaton College Billy Graham Center for Evangelism.false
Philip Hubbard
Trustee$65,824Son-in-law Adam Wood is an Assistant Professor in Philosophy at Wheaton College.false
Philip Ryken
President$74,857Brother-in-law Jeffrey Beaird is a network/systems engineer at Wheaton College.false
Stephen Preston
Trustee$28,818Daughter 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
Contribution2ContributionCnt
Noncash Contributions Rpt F990$46,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$23,577NoncashContributionsRptF990Amt
Method Of Determining RevenuesReplacement costMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution112ContributionCnt
Noncash Contributions Rpt F990$3,171,056NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$61,413NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$1,480,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Real Estate Commercial RealEstateCommercialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$910,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$3,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesReplacement costMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (6 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Horses to Honey Rock3$4,000Market value
Yes (X)Musical Instruments6$139,170Cost
Yes (X)Donated Tickets12$638Cost
Yes (X)Scientific supplies & laboratory equipment1$4,000Replacement cost
Yes (X)FOOD FOR EVENT1$2,000Cost
Yes (X)musical supplies, other than instruments2$18,789Replacement cost
FieldValueIRS element (for citing)
Form8283 Received3Form8283ReceivedCnt
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 Other - Horses to Honey Rock - Number of contributions Other - Musical Instruments - Number of contributions Other - Donated Tickets - Number of contributions Real estate - Commercial - Number of contributions Real estate - Residential - Number of contributions Art - Works of art - Number of contributions Other - Scientific supplies & laboratory equipment NUMBER OF CONTRIBUTIONS Collectibles - Number of contributions Securities - Partnership, LLC, or trust interests - Number of contributions Other - FOOD FOR EVENT NUMBER OF CONTRIBUTIONS Other - musical supplies, other than instruments number of contributionsExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 3 COVID-19 ImplicationsOn March 11, 2020, the World Health Organization declared the outbreak of a coronavirus (COVID-19) a pandemic. On March 13, 2020, the United States President declared a national emergency concerning the COVID-19 outbreak. As a consequence, on March 23, 2020, the College suspended all on-campus operations for the remainder of the spring 2020 semester and moved to remote teaching and operations. The College is aggressively seeking to reduce costs to mitigate the impact of lost revenue and has initiated financial planning for different future scenarios. The extent to which COVID-19 will impact operations is uncertain, as it will depend on the duration and severity of the pandemic, neither of which can be predicted at this time.
Form 990, Part III, Line 4d Description of other program services(Expenses $ 4,213,000 including grants of $ 713,114)(Revenue $ 8,323,943) 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 (when a Trustee). The members of this committee shall be appointed by the Board of Trustees at its annual meeting. 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 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 to determine if any potential conflict exists and is required to be disclosed on the Form 990. 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 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 Compensation Committee.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesThe 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 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 - -10671944; CHANGE IN THE VALUE OF THE BOND SWAP - -2237758; POSTRETIREMENT BENEFIT CHANGES - -977197; DONOR ADVISED FUNDS OTHER - -713114; DONOR ADVISED FUNDS TO WHEATON COLLEGE - -324500;

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$1,096,427$3,644,9440.9968Yes (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
A$39,050Based on square footage plus overhead
BILLY GRAHAM CENTER
C$752,262General Ledger
WHEATON COLLEGE TRUST COMPANY NA
M$821,700Based on the number of Trusts
WHEATON COLLEGE TRUST COMPANY NA
O$735,306Based on the number of Trusts