2021-05-10T17:00:04-05:00 2020-06-30 202253063 TANNER LLC 36 S STATE STREET SUITE 600 SALT LAKE CITY UT 84111 990 2019-07-01 841383926 WESTERN GOVERNORS UNIVERSITY WEST 8012743280 4001 SOUTH 700 EAST NO 700 SALT LAKE CITY UT 84107 DAVID GROW CHIEF OPERATIONS OFFICER 8012743280 2021-05-03 1 MARC A METCALF P00170461 8015327444 2019 2022-09-23 18:48:47Z DAVID GROW 4001 SOUTH 700 EAST NO 700 SALT LAKE CITY UT 84107 1095314802 0 X WWW.WGU.EDU X 1997 UT TO OPERATE AND ADMINISTER AN ORGANIZATION OF HIGHER LEARNING. 14 13 7457 0 0 21883 16198049 22412409 828540953 890012670 9601889 7807367 1491179 2263999 855832070 922496445 53114641 41702236 0 0 437898192 510159914 0 0 0 302644729 330600759 793657562 882462909 62174508 40033536 464419701 519060075 248223465 268783023 216196236 250277052 TO OPERATE AND ADMINISTER AN ORGANIZATION OF HIGHER LEARNING. 0 0 835469356 41702236 892276669 WESTERN GOVERNORS UNIVERSITY IS AN ONLINE, NONPROFIT, COMPETENCY-BASED UNIVERSITY WITH MORE THAN 132,000 STUDENTS NATIONWIDE AND MORE THAN 226,000 GRADUATES IN ALL 50 STATES, AS OF APRIL 2021. IT WAS ESTABLISHED IN 1997 BY 19 U.S. GOVERNORS WITH A MISSION TO EXPAND ACCESS TO HIGH-QUALITY, AFFORDABLE HIGHER EDUCATION. WGU IS ACCREDITED BY THE NORTHWEST COMMISSION ON COLLEGES AND UNIVERSITIES AND OFFERS UNDERGRADUATE AND GRADUATE DEGREE PROGRAMS IN BUSINESS, INFORMATION TECHNOLOGY, HEALTHCARE/NURSING, AND K-12 EDUCATION. 835469356 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 1594 0 7457 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 14 13 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X DAVID GROW 8012743280 4001 SOUTH 700 EAST NO 700 SALT LAKE CITY UT 84107 THE HONORABLE JIM GERINGER TRUSTEE 1.00 X 0 0 0 JOHN W BLUFORD III TRUSTEE 1.00 X 0 0 0 COLE CLARK TRUSTEE 1.00 1.00 X 0 0 0 DR THERESE CRANE TRUSTEE 1.00 X 0 0 0 TAMMY JOHNS TRUSTEE 1.00 1.00 X 0 0 0 DAVID SIMMONS TRUSTEE 1.00 2.00 X 0 0 0 DR SAMUEL H SMITH TRUSTEE 1.00 1.00 X 0 0 0 DR CHARLES SORENSON CHAIRMAN 1.00 X 0 0 0 JESSIE WOOLEY-WILSON TRUSTEE 1.00 1.00 X 0 0 0 JOE FULLER TRUSTEE 1.00 X 0 0 0 THE HONORABLE ERIC HOLCOMB TRUSTEE 1.00 X 0 0 0 THE HONORABLE JARED POLIS TRUSTEE 1.00 X 0 0 0 TALIA MILGROM-ELCOTT TRUSTEE 1.00 X 0 0 0 SCOTT D PULSIPHER PRESIDENT & TRUSTEE 40.00 5.00 X X 964616 0 45750 DAVID GROW CHIEF OPERATING OFFICER 40.00 7.00 X 564640 0 52551 MARNI BAKER-STEIN CHIEF ACADEMIC OFFICER 40.00 X 511266 0 34521 DAVID MORALES SR VP, TECHNOLOGY & CIO 40.00 X 438787 0 28001 BONNIE PATTEE SR VP, PEOPLE & TALENT 40.00 X 288630 0 47209 DEBORAH FOWLER SR VP, STUDENT SUCCESS 40.00 X 249388 0 39579 JAN JONES-SCHENK SR VP, COLLEGE 40.00 X 249082 0 50799 CAREY HILDEBRAND CHIEF MARKETING OFFICER 40.00 X 340685 0 39471 DAMIEN COOPER VP, ENTERPRISE ARCHITECTURE 40.00 X 344219 0 39290 MELISSA FLORES VP, STATE OPERATIONS 40.00 X 334619 0 21217 WESLEY SMITH VP, POLICY & PUBLIC AFFAIRS 40.00 X 304434 0 39899 SONYA KEETCH VP, TOTAL REWARDS 40.00 X 292804 0 38353 ROBERT MENDENHALL FORMER PRESIDENT 0.00 X 952750 0 22104 PATRICK PARTRIDGE FORMER CHIEF MARKETING OFFICER 0.00 40.00 X 655953 369318 17606 6491873 369318 516350 209 1 1 0 PHD MEDIA LLC 220 E 42ND ST NEW YORK NY 10017 MEDIA MANAGEMENT 50839187 GOOGLE INC 500 SANSOME SAN FRANCISCO CA 94111 WEB MARKETING 20380680 UCERTIFY LLC 1600 AMPHITEATRE PARKWAY MOUNTAIN VIEW CA 94043 LEARNING RESOURCES 18402694 FACEBOOK ADVERTISING USA 1 HACKER WAY MENLO PARK CA 94025 ADVERTISING 11945047 GENESYS TELECOMMUNICATIONS LABORATORIES PO BOX 201005 DALLAS TX 75320 TELECOMMUNICATIONS 9453295 255 22412409 22412409 TUITION AND FEES 611430 889279949 889279949 MEMBERSHIP FEES 611430 732721 732721 890012670 10049556 10049556 170538627 37541 172818357 0 -2279730 37541 -2242189 -2242189 OTHER INCOME 900099 2263999 2263999 2263999 922496445 892276669 0 7807367 41702236 41702236 3432606 2108221 1324385 394207675 376813558 17394117 19402455 18565681 836774 63791173 60933528 2857645 29326005 28099601 1226404 785944 15000 770944 155512 155512 1010747 44813 965934 2480426 2480426 55325406 51020908 4304498 127297984 126996304 301680 3181402 3005147 176255 30204190 29695003 509187 10663121 9484519 1178602 6649465 6039548 609917 8193798 7637149 556649 6863202 6601277 261925 864403 52815 811588 LEARNING RESOURCES 57059284 57053287 5997 INTERCOMPANY TRANSFER 10405000 380000 10025000 BAD DEBT EXPENSE 3161315 3161315 0 STUDENT WELLNESS & RELA 3057105 3052721 4384 3242455 3006725 235730 882462909 835469356 46993553 0 39657084 48760803 23881185 40055383 15734565 15073115 50908546 29737613 13674463 21170933 371093718 391117328 0 2675406 378686 207107 464419701 519060075 78608371 81319967 169615094 187463056 248223465 268783023 X 215149941 248997978 1046295 1279074 216196236 250277052 464419701 519060075 40033536 3272280 -9225000 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 230344 230344 882232565 882462909 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 974552 736344 268541 230344 2209781 250000 250000 250000 250000 1000000 1500000 8151 8151 395660 34000 17000 412660 378660 37000 20000 395660 380660 50000 52000 378660 357660 25000 47000 49000 380660 244660 120000 23000 30000 357660 0.85000 0.15000 0 0 1132771 413136 719635 12897718 5550137 7347581 33249361 23774340 9475021 3628696 3628696 21170933 X 881284187 3272280 448188 3720468 877563719 2480426 42452300 44932726 922496445 838284099 3852 3852 838280247 2480426 41702236 44182662 882462909 PART V, LINE 4: THE ENDOWMENT FUNDS WILL BE USED TO FUND SCHOLARSHIPS. PART X, LINE 2: MANAGEMENT BELIEVES THE UNIVERSITY HAS TAKEN NO TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXCLUSION OF OTHER FOUNDATION'S INVESTMENT INCOME 448,188. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANTS AND OTHER ASSISTANCE NETTED AGAINST TUITION REVENUE IN THE FINANCIAL STATEMENTS 23,902,616. INCLUSION OF OTHER FOUNDATIONS' CONTRIBUTION INCOME INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 750,000. STATE AID NOT INCLUDED IN FINANCIAL STATEMENTS 17,799,620. OTHER INCOME ADJUSTMENT 64. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXCLUSION OF OTHER FOUNDATIONS' MANAGEMENT AND GENERAL EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 3,852. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS AND OTHER ASSISTANCE NETTED AGAINST TUITION REVENUE IN THE FINANCIAL STATEMENTS 23,902,616. STATE AID NOT INCLUDED IN FINANCIAL STATEMENTS 17,799,620. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 WESTERN GOVERNORS UNIVERSITY'S POLICY ON NONDISCRIMINATION IS PROVIDED TO ALL POTENTIAL STUDENTS. ALL MEDIA SOLICITATIONS ADHERE TO THIS POLICY WHICH IS AVAILABLE TO THE PUBLIC ON THE SCHOOL'S WEB SITE. LINE 6 - EXPLANATION OF GOVERNMENT FINANCIAL AID: WESTERN GOVERNORS UNIVERSITY RECEIVES GOVERNMENTAL AID FOR ITS MISSION PURPOSES. 0 SCHOLARSHIPS AND TUITION WAIVERS 57276 41702236 PART I, LINE 2: THE SCHOLARSHIPS AND TUITION WAIVERS ARE AWARDED TO STUDENTS ATTENDING THE UNIVERSITY AND ARE APPLIED TOWARD THEIR TUITION. X X X X X 1 0 0 0 0 0 0 1 0 SCOTT D PULSIPHER PRESIDENT & TRUSTEE 538116 0 426500 0 0 0 18500 0 27250 0 1010366 0 0 0 DAVID GROW CHIEF OPERATING OFFICER 359640 0 205000 0 0 0 24999 0 27552 0 617191 0 0 0 MARNI BAKER-STEIN CHIEF ACADEMIC OFFICER 436266 0 75000 0 0 0 11913 0 22608 0 545787 0 0 0 DAVID MORALES SR VP, TECHNOLOGY & CIO 370037 0 68750 0 0 0 3759 0 24242 0 466788 0 0 0 BONNIE PATTEE SR VP, PEOPLE & TALENT 246130 0 42500 0 0 0 24923 0 22286 0 335839 0 0 0 DEBORAH FOWLER SR VP, STUDENT SUCCESS 209388 0 40000 0 0 0 13986 0 25593 0 288967 0 0 0 JAN JONES-SCHENK SR VP, COLLEGE 219082 0 30000 0 0 0 24000 0 26799 0 299881 0 0 0 CAREY HILDEBRAND CHIEF MARKETING OFFICER 275685 0 65000 0 0 0 16863 0 22608 0 380156 0 0 0 DAMIEN COOPER VP, ENTERPRISE ARCHITECTURE 294219 0 50000 0 0 0 19000 0 20290 0 383509 0 0 0 MELISSA FLORES VP, STATE OPERATIONS 334619 0 0 0 0 0 10153 0 11064 0 355836 0 0 0 WESLEY SMITH VP, POLICY & PUBLIC AFFAIRS 220684 0 83750 0 0 0 13703 0 26196 0 344333 0 0 0 SONYA KEETCH VP, TOTAL REWARDS 232804 0 60000 0 0 0 25000 0 13353 0 331157 0 0 0 ROBERT MENDENHALL FORMER PRESIDENT 0 0 0 0 952750 0 0 0 22104 0 974854 0 0 0 PATRICK PARTRIDGE FORMER CHIEF MARKETING OFFICER 0 294318 0 75000 655953 0 0 9706 0 7900 655953 386924 0 0 PART I, LINE 4A 2019 SEVERANCE PAYMENTS: ROBERT MENDENHALL - $952,750 PART I, LINE 7: THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES DETERMINES THE BONUS TYPES, BONUS POTENTIALS, AND THE PERFORMANCE GOALS FOR THE PRESIDENT AT THE BEGINNING OF THE FISCAL YEAR. THE AMOUNT OF BONUS ACTUALLY PAID AT THE END OF THE FISCAL YEAR IS BASED ON THE BOARD'S EVALUATION OF THE PRESIDENT'S PERFORMANCE. THE PRESIDENT IS AUTHORIZED BY THE BOARD TO DETERMINE THE BONUS POTENTIAL AND PERFORMANCE GOALS OF THE UNIVERSITY'S MANAGERS AND TO DETERMINE THE AMOUNT OF BONUS ACTUALLY PAID AT THE END OF THE FISCAL YEAR BASED ON THE PRESIDENT'S EVALUATION OF THE MANAGER'S PERFORMANCE. PATRICK PARTRIDGE JR FORMER OFFICER'S SON 83277 WAGES PAID 0 SAMANTHA GROW DEBENHAM OFFICER'S DAUGHTER 24968 WAGES PAID 0 KATHLEEN SAUNDERS FORMER OFFICER'S DAUGHTER 17203 WAGES PAID 0 SPENCER R GROW OFFICER'S SON 25069 WAGES PAID 0 VIRGINIA PHILLIPS FORMER OFFICER'S DAUGHTER 10222 WAGES PAID 0 JESSICA PARTRIDGE FORMER OFFICER'S DAUGHTER 51522 WAGES PAID 0 HANNAH CUMMINGS PRESIDENT'S DAUGHTER 14684 WAGES PAID 0 DAVIS PULSIPHER PRESIDENT'S SON 15299 WAGES PAID 0 FORM 990, PART VI, SECTION B, LINE 11B PROCESS USED TO REVIEW FORM 990 - A DRAFT OF THE FORM 990 IS FIRST REVIEWED BY THE CONTROLLER, VP OF ACCOUNTING, AND COO. THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES IS PROVIDED A DRAFT COPY OF THE FORM 990 FOR REVIEW. THE RETURN IS SIGNED AND SUBMITTED AFTER EACH MEMBER OF THE COMMITTEE HAS COMPLETED THEIR REVIEW. A FINAL COPY OF THE FORM 990 IS DISTRIBUTED TO THE ENTIRE BOARD OF TRUSTEES FOLLOWING THE FILING OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCING THE CONFLICT OF INTEREST POLICY - THE UNIVERSITY'S CONFLICT OF INTEREST POLICY IS DOCUMENTED IN THE EMPLOYEE HANDBOOK. EACH NEW EMPLOYEE IS REQUIRED TO SIGN A DECLARATION THAT THEY HAVE READ AND UNDERSTAND THE UNIVERSITY'S EMPLOYEE HANDBOOK. THE UNIVERSITY RELIES ON ITS EMPLOYEES TO SELF-MONITOR AND SELF-REPORT COMPLIANCE TO ALL EMPLOYEE POLICIES AND PROCEDURES INCLUDING CONFLICT OF INTEREST ISSUES. ANY REPORTED VIOLATIONS OF THE CONFLICT OF INTEREST POLICY ARE AGGRESSIVELY INVESTIGATED AND PROPERLY RESOLVED. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION - ABOUT EVERY FIVE YEARS, THE UNIVERSITY HIRES A COMPENSATION CONSULTING FIRM TO REVIEW THE COMPENSATION OF ITS PRESIDENT, OFFICERS, AND KEY EMPLOYEES; AND COMPARES THIS INFORMATION TO OTHER UNIVERSITIES THROUGHOUT THE COUNTRY. BASED ON THIS REVIEW, THE CONSULTANTS MAKE RECOMMENDATIONS TO THE UNIVERSITY CONCERNING THE COMPENSATION OF THESE INDIVIDUALS. THE MOST RECENT REVIEW WAS PERFORMED DURING THE FISCAL YEAR ENDED JUNE 30, 2014. EVERY OTHER YEAR, THE UNIVERSITY PARTICIPATES IN A NATIONWIDE EMPLOYEE COMPENSATION SURVEY. IN ADDITION, THE UNIVERSITY PERFORMS THE FOLLOWING PROCEDURES ON AN ANNUAL BASIS: 1. REVIEWS COMPENSATION INFORMATION OF OTHER UNIVERSITIES THROUGHOUT THE COUNTRY. THIS INFORMATION IS OBTAINED FROM FORM 990'S FOR NONPROFIT UNIVERSITIES AND 10K FILINGS FOR PROPRIETARY UNIVERSITIES. 2. THE PRESIDENT REVIEWS THE OFFICERS AND KEY EMPLOYEES' PERSONAL PERFORMANCE FOR THE PREVIOUS FISCAL YEAR IN RELATION TO GOALS AND OBJECTIVES PREVIOUSLY ESTABLISHED FOR THAT INDIVIDUAL AND THE UNIVERSITY AS A WHOLE. BASED ON THIS REVIEW, THE PRESIDENT DETERMINES ANY COMPENSATION ADJUSTMENTS FOR THE CURRENT FISCAL YEAR. 3. THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE PRESIDENT'S PERSONAL PERFORMANCE FOR THE PREVIOUS FISCAL YEAR IN RELATION TO PREVIOUSLY ESTABLISHED GOALS AND OBJECTIVES OF THE UNIVERSITY. BASED ON THIS REVIEW, THE COMMITTEE DETERMINES ANY COMPENSATION ADJUSTMENTS FOR THE PRESIDENT IN THE CURRENT FISCAL YEAR. THE COMMITTEE ESTABLISHES GOALS AND OBJECTIVES FOR THE PRESIDENT FOR THE CURRENT FISCAL YEAR. FORM 990, PART VI, SECTION C, LINE 19 SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AFTER RECEIPT OF A TIMELY WRITTEN NOTICE. WGU INDIANA INC 10 WEST MARKET STREET STE 102 INDIANAPOLIS IN 46204 273530075 SCHOOL IN 501(C)(3) LINE 2 WGU 0 WGU WASHINGTON INC 1001 4TH AVE STE 3827 SEATTLE WA 98154 463681966 SCHOOL WA 501(C)(3) LINE 2 WGU 0 WGU TEXAS INC 221 WEST 6TH STREET STE 1050 AUSTIN TX 78701 463688170 SCHOOL TX 501(C)(3) LINE 2 WGU 0 WGU MISSOURI INC 8000 MARYLAND AVE STE 410 ST LOUIS MO 63105 463698226 SCHOOL MO 501(C)(3) LINE 2 WGU 0 WGU TENNESSEE INC 501 CORPORATE CENTRE DRIVE STE 390 FRANKLIN TN 37067 463707548 SCHOOL TN 501(C)(3) LINE 2 WGU 0 THE CORPORATION OF WESTERN GOVERNORS UNIVERSITY 4001 SOUTH 700 EAST NO 700 SALT LAKE CITY UT 84107 474365018 INFORMATION UT 501(C)(3) LINE 10 WGU 0 WGU ADVANCEMENT 4001 SOUTH 700 EAST NO 700 SALT LAKE CITY UT 84107 824547364 SUPPORT UT 501(C)(3) LINE 12A, I WGU 0 WGU LABS 4001 SOUTH 700 EAST NO 700 SALT LAKE CITY UT 84107 824523369 RESEARCH & DEVELOPMENT UT 501(C)(3) LINE 10 WGU 0 MILLER BULLEN HANSEN SCHOLARSHIP FOUNDATION INC 595 SOUTH RIVERWOODS PARKWAY SUITE LOGAN UT 84321 472548348 SUPPORT UT 501(C)(3) LINE 12A, I WGU 0 HANSEN SCHOLARS WGU FOUNDATION INC 595 SOUTH RIVERWOODS PARKWAY SUITE LOGAN UT 84321 472570865 SUPPORT UT 501(C)(3) LINE 12A, I WGU 0 0 1 1 0 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 MILLER BULLEN HANSEN SCHOLARSHIP FOUNDATION INC C 380000 ACTUAL CONTRIBUTIONS MADE HANSEN SCHOLARS WGU FOUNDATION INC C 370000 ACTUAL CONTRIBUTIONS MADE WGU ADVANCEMENT C 1850000 ACTUAL CONTRIBUTIONS MADE WGU ADVANCEMENT J 50402 ESTIMATE BASED ON SPACE OCCUPIED WGU ADVANCEMENT L 103100 ESTIMATE BASED ON HEADCOUNT WGU ADVANCEMENT Q 575011 ACTUAL REIMBURSEMENTS PAID WGU ADVANCEMENT S 3117295 ACTUAL FUNDS PAID THE CORPORATION OF WESTERN GOVERNORS UNIVERSITY B 10000000 ACTUAL CONTRIBUTIONS MADE THE CORPORATION OF WESTERN GOVERNORS UNIVERSITY J 112522 ESTIMATE BASED ON SPACE OCCUPIED THE CORPORATION OF WESTERN GOVERNORS UNIVERSITY L 232427 ESTIMATE BASED ON HEADCOUNT THE CORPORATION OF WESTERN GOVERNORS UNIVERSITY M 25000 ACTUAL SERVICES PERFORMED THE CORPORATION OF WESTERN GOVERNORS UNIVERSITY Q 592027 ACTUAL REIMBURSEMENTS PAID WGU LABS J 232564 ESTIMATE BASED ON SPACE OCCUPIED WGU LABS L 1013331 ESTIMATE BASED ON HEADCOUNT WGU LABS M 380000 ACTUAL SERVICES PERFORMED WGU LABS Q 2983218 ACTUAL REIMBURSEMENTS PAID