2021-06-07T12:55:54-05:00 2020-07-31 990 2019-08-01 370662594 ILLINOIS WESLEYAN UNIVERSITY ILLI 3095563449 PO BOX 2900 BLOOMINGTON IL 61702 MATT BIERMAN VP BUSINESS& FINANCE 3095563449 2021-06-07 2019 2022-09-23 18:48:47Z MATT BIERMAN 95050 WOLF HILL RD BLOOMINGTON IL 61705 87125192 false X WWW.IWU.EDU X 1850 IL THE UNIVERSITY STRIVES TO ATTAIN THE IDEAL OF A LIBERAL ARTS EDUCATION WHILE PROVIDING UNIQUE OPPORTUNITIES WITH ITS DISTINCTIVE CURRICULA AND PROGRAMS. A LIBERAL ARTS EDUCATION FOSTERS CREATIVITY, CRITICAL THINKING, EFFECTIVE COMMUNICATION, STRENGTH OF CHARACTER AND A SPIRIT OF INQUIRY; IT DEEPENS THE SPECIALIZED KNOWLEDGE OF A DISCIPLINE WITH A COMPREHENSIVE WORLD VIEW. 43 42 1953 714 -95408 12426787 13808219 52944599 47923755 7142199 9322145 1538965 1243286 74052550 72297405 0 0 42920559 38133260 59609 0 2536004 33899667 32515664 76879835 70648924 -2827285 1648481 376723932 377291473 117209850 114836862 259514082 262454611 X THE UNIVERSITY STRIVES TO ATTAIN THE IDEAL OF A LIBERAL ARTS EDUCATION WHILE PROVIDING UNIQUE OPPORTUNITIES WITH ITS DISTINCTIVE CURRICULA AND PROGRAMS. A LIBERAL ARTS EDUCATION FOSTERS CREATIVITY, CRITICAL THINKING, EFFECTIVE COMMUNICATION, STRENGTH OF CHARACTER AND A SPIRIT OF INQUIRY; IT DEEPENS THE SPECIALIZED KNOWLEDGE OF A DISCIPLINE WITH A COMPREHENSIVE WORLD VIEW. false false 62906364 47923755 ILLINOIS WESLEYAN'S UNIVERSITY PROVIDES A RICH LEARNING ENVIRONMENT FOR APPROXIMATELY 1,650 UNDERGRADUATE STUDENTS WITH EXTENSIVE PERSONAL ATTENTION. THE EXPERIENTIAL LEARNING MODEL FOSTERS CREATIVITY, CRITICAL THINKING, EFFECTIVE COMMUNICATION, STRENGTH OF CHARACTER AND A SPIRIT OF INQUIRY. THE INSTITUTION SERVES STUDENTS PURSING BACCALAUREATE DEGREES IN THE LIBERAL ARTS, FINE ARTS AND PROFESSIONAL PROGRAMS AS WELL AS INTERDISCIPLINARY STUDY AND OFF CAMPUS LEARNING. SPECIFIC DISCIPLINES OF EMPHASIS INCLUDE BIOLOGY, NURSING, ACCOUNTING, BUSINESS, THEATER AND MUSIC. THE UNIVERSITY OFFERS A ROBUST STUDENT LIFE AND RESIDENTIAL EXPERIENCE TO CREATE AN INCLUSIVE COMMUNITY FOR STUDENTS. INSTRUCTION TO APPROXIMATELY 1,650 STUDENTS FOR BACCALAUREATE DEGREES IN THE LIBERAL ARTS AND SCIENCES, NURSING, FINE ARTS, DRAMA AND MUSIC. STUDENT SERVICES INCLUDE EDUCATION, HOUSING, AND BOARD. 62906364 true true false false false false false true false true true false false false true true true false true false true false false false false false false false false true true false false false false false false false false false false true false false false false false false false false true 197 0 true 1953 true false false false false false true true false false false false false false false false X 43 42 false false false false false false false true true true false true true true true true true true true false X JOHN BRYANT 3095563449 1312 PARK STREET BLOOMINGTON IL 61701 ERIC R JENSEN FORMER PRESI X 360000 0 42492 MATT BIERMAN VP BUSINESS& 40.00 X 195000 0 52130 MICHAEL YOUNG PROFESSOR 40.00 X 221365 0 24260 MARK BRODL PROVOST 40.00 X 205000 0 40259 STEVEN SEIBRING ASSC VP ADV 40.00 X 200000 0 39725 LEANN HUGHES VP ENRLLMT & 40.00 X 176800 0 51033 FREDERICK HOYT PROFESSOR 40.00 X 184640 0 27240 DARCY GREDER ASST DEAN ST 40.00 X 170745 0 21662 S GEORGIA NUGENT PRESIDENT 40.00 X X 164426 0 24778 VICTORIA FOLSE PROFESSOR 40.00 X 137568 0 44897 RICHARD AMES TRUSTEE 2.00 X 0 0 0 PHYLLIS BARKER TRUSTEE 2.00 X 0 0 0 FRANK J BEARD TRUSTEE 2.00 X 0 0 0 WILLIE BROWN TRUSTEE 2.00 X 0 0 0 MICHAEL CLARK TRUSTEE 2.00 X 0 0 0 CEASER DOUGLAS TRUSTEE 2.00 X 0 0 0 STEVEN DUDASH TRUSTEE 2.00 X 0 0 0 ROBERT FIELD TRUSTEE 2.00 X 0 0 0 ANN MARQUIS FISHER VICE CHAIR 2.00 X 0 0 0 HERBERT GETZ SECRETARY 2.00 X 0 0 0 RICHARD HANNA TRUSTEE 2.00 X 0 0 0 MARTHA HENDERSON TRUSTEE 2.00 X 0 0 0 VAUGH HOFFMAN TRUSTEE 2.00 X 0 0 0 JOHN HORTON TRUSTEE 2.00 X 0 0 0 SCOTT HUCH TRUSTEE 2.00 X 0 0 0 NANCY HUTSON VICE CHAIR 2.00 X 0 0 0 MARK ISRAEL TRUSTEE 2.00 X 0 0 0 DANIEL JAMESON TRUSTEE 2.00 X 0 0 0 EDWARD RUST JR TRUSTEE 2.00 X 0 0 0 COLLEEN KANNADAY TRUSTEE 2.00 X 0 0 0 DANIELLE KAYS TRUSTEE 2.00 X 0 0 0 W THOMAS LAWRENCE VICE CHAIR 2.00 X 0 0 0 KATHY LEWTON TRUSTEE 2.00 X 0 0 0 RONALD RUECKER MD TRUSTEE 2.00 X 0 0 0 THOMAS MCKINNEY JR MD TRUSTEE 2.00 X 0 0 0 MICHAEL MASON TRUSTEE 2.00 X 0 0 0 SUNDEEP MULLANGI TRUSTEE 2.00 X 0 0 0 THOMAS NEIS TRUSTEE 2.00 X 0 0 0 MARK OHLENDORF TRUSTEE 2.00 X 0 0 0 STEPHEN ONDRA TRUSTEE 2.00 X 0 0 0 LAURA RANDOLPH TRUSTEE 2.00 X 0 0 0 J WILLIAM ROBERTS TRUSTEE 2.00 X 0 0 0 MARTINA SCANLAN TRUSTEE 2.00 X 0 0 0 BARBARA SCUDDER TRUSTEE 2.00 X 0 0 0 JAMES SHIRK TRUSTEE 2.00 X 0 0 0 TIMOTHY SZERLONG CHAIR 2.00 X 0 0 0 MARK TALLUTO TRUSTEE 2.00 X 0 0 0 BYRON TUCCI TRUSTEE 2.00 X 0 0 0 GEORGE VINYARD TRUSTEE 2.00 X 0 0 0 STEVEN WANNEMACHER TRUSTEE 2.00 X 0 0 0 JILL YORK TRUSTEE 2.00 X 0 0 0 ROBERT ZIMMERMANN TREASURER 2.00 X 0 0 0 2015544 368476 33 true true false ELLUCIAN COMPANY LP 62578 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 TECH CONSULTING 310917 KELLY SERVICES INC 1212 SOLUTIONS CENTER CHICAGO IL 606771002 TEMPORARY STAFF 292259 RUYLE MECHANICAL SERVICES INC 1325 NE BOND ST PEORIA IL 61603 MECHANICAL SERV 279239 JOHNSON CONTROLS FIRE PROTECTION LP PO BOX 93107 CHICAGO IL 60673 FIRE SYSTEM 216944 MID-ILLINOIS MECHANICAL INC 304 S MASON ST BLOOMINGTON IL 61701 MECHANICAL SERV 205710 14 2340828 11467391 393869 13808219 NET TUITION AND FEES 35359320 35359320 AUXILLIARY ENTERPRISES 11026353 11026353 OTHER EDUCATION AND GENERAL 1208092 1208092 AUXILLIARY ENT-ROOM CREDITS 278024 278024 EDUCATIONAL ACTIVITIES 46829 46829 5137 5137 47923755 2771873 -137232 2909105 1424239 387570 1036669 1036669 1036669 20716983 14166711 6550272 6550272 6550272 310193 273506 36687 36687 STUDENT LOAN INTEREST 169930 169930 169930 72297405 48088548 -95408 10496046 991286 593786 397500 360000 360000 27908875 24506472 2186023 1216380 1511589 1268562 152879 90148 5304204 4657198 447147 199859 2057306 1744378 199216 113712 112415 112415 73391 73391 228710 228710 1132610 701085 405911 25614 82702 25887 40762 16053 4598050 4241800 97361 258889 986247 441974 544273 5787796 5706822 56657 24317 1480538 1215471 80921 184146 2461442 2461442 5795074 5795074 671085 671085 AUXILIARY ENTERPRISES EXP 3987250 3987250 TUITION REMISSION 2011093 2011093 EMPLOYEE BENEFITS - 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A COLLECTION OF TRADITIONAL PUEBLO POTTERY AND A FEW WOODEN AND BASKETRY OBJECTS WAS PRESENTED TO THE UNIVERSITY IN THE MID 1880'S BY JOHN WESLEY POWELL. THE COLLECTION IS PRESERVED BY THE UNIVERSITY AND IS ON DISPLAY IN THE AMES LIBRARY. SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS ARE INTENDD TO PROVIDE FINANCIAL SUPPORT FOR SCHOLARSHIPS, SCHOLARLY ACHIEVEMENT, PROGRAM SUPPORT AND OTHER FUNCTIONS OF THE UNIVERSITY CONSISTENT WITH DONOR INTENT. FINANCIAL SUPPORT IS PROVIDED FROM INVESTMENT INCOME OF THE ENDOWED CORPUS, WHICH IS INVESTED TO PROVIDE INCOME IN PERPETUITY. SCHEDULE D, PAGE 3, PART X THE UNIVERSITY IS GENERALLY EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE, SECTION 501(A), AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). ACCORDINGLY, IT IS GENERALLY NOT SUBJECT TO INCOME TAXES EXCEPT TO THE EXTENT IT HAS TAXABLE INCOME FROM ACTIVITIES THAT ARE NOT RELATED TO ITS EXEMPT PURPOSE. THE UNIVERSITY ASSESSES UNCERTAIN TAX POSITIONS AND DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS. SCHEDULE D, PAGE 4, PART XI, LINE 2D COGS - FORM 990 T CATERING 273,506 SCHEDULE D, PAGE 4, PART XII, LINE 2D CHANGE IN PV OF SWAP AGREEMENT 1,002,137 CHANGE IN SPLIT INTEREST ANNUITY AGREEMENTS 471,727 CHANGE IN POSTRETIREMENT FUNDED STATUS 233,000 COGS - FORM 990-T CATERING 273,506 true true true true true true true false false false false false false false false true false true SCHEDULE E, LINE 3 THE UNIVERSITY'S STATEMENT ON NON-DISCRIMINATION CAN BE FOUND AT HTTPS://WWW.IWU.EDU/NON-DISCRIMINATION.HTML SCHEDULE E, LINE 6 THE UNIVERSITY ADMINISTERS FINANCIAL AID GRANTS FROM THE FEDERAL GOVERNMENT AND STATE OF ILLINOIS INCLUDING FEDERAL COLLEGE WORK STUDY. THE UNIVERSITY RECEIVES INDIRECT COST SHARE AS PART OF RESEARCH GRANTS FROM VARIOUS GOVERNMENTAL AGENCIES LIKE THE NATIONAL SCIENCE FOUNDATION. false LONDON, ENGLAND PROGRAM SERVICE STUDY ABROAD 180034 BARCELONA, SPAIN PROGRAM SERVICE STUDY ABROAD 373629 553663 553663 false false true false true false SCHEDULE F, PAGE 1, PART I, LINE 3 LONDON, ENGLAND 180,034 0 BARCELONA, SPAIN 373,629 0 X X X X true true X X X X false false false false false false false false false ERIC R JENSEN FORMER PRESIDENT 360000 42492 402492 MATT BIERMAN VP BUSINESS& FINANCE 195000 52130 247130 MICHAEL YOUNG PROFESSOR 221365 24260 245625 MARK BRODL PROVOST 205000 40259 245259 STEVEN SEIBRING ASSC VP ADV 200000 39725 239725 LEANN HUGHES VP ENRLLMT & MRKTING 176800 51033 227833 FREDERICK HOYT PROFESSOR 184640 27240 211880 DARCY GREDER ASST DEAN STUD AFFAI 170745 21662 192407 S GEORGIA NUGENT PRESIDENT 164426 24778 189204 VICTORIA FOLSE PROFESSOR 137568 44897 182465 SCHEDULE J, PAGE 1, PART I, LINE 1A TRAVEL FOR COMPANIONS - SPOUSAL TRAVEL IS LIMITED TO OCCASIONS THAT HAVE A BUSINESS PURPOSE AND THE DOCUMENTATION IS REQUIRED WITH EXPENSE VOUCHER TO SUPPORT THE BUSINESS PURPOSE. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE - THE PRESIDENT IS PROVIDED A RESIDENCE ON CAMPUS AND IS REQUIRED TO LIVE IN THIS RESIDENCE PER EMPLOYMENT CONTRACT. THIS RESIDENCE IS USED TO HOST SEVERAL UNIVERSITY SPONSORED FUNCTIONS THROUGHOUT THE YEAR. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - COUNTRY CLUB DUES ARE REIMBURSED FOR THE PRESIDENT AND VICE PRESIDENT OF ADVANCEMENT. MEMBERSHIP IN THE COUNTRY CLUB IS A CONDITION OF EMPLOYMENT AND IS DEEMED CRITICAL FOR FUNDRAISING AND COMMUNITY SUPPORT. A ILLINOIS FINANCE AUTHORITYSERIES201 370662594 45203HHPO 2012-05-30 12900000 REFI SERIES 2001 & FUND CONSTRUCTION OF 2 APARTMENT STYLE HOUSING UNITS false false false B ILLINOIS FINANCE AUTHORITYSERIES201 370662594 45204EEG9 2016-07-13 56775000 REFI SERIES 2006, 2006B, & 2008 false false false A 12900000 301416 6277478 192722 2013 true false true true B 3795000 56775000 523341 6770635 292093 2016 true false true true A false false false false false false true B false false false false false false true A false false false true true true PNC BANK 10.000000000000 false false false false false B false false false false false false false false false A true B true PURPOSE OF ISSUE DESCRIPTION ILLINOIS FINANCE AUTHORITYSERIES2012 REFI SERIES 2001 & FUND CONSTRUCTION OF 2 APARTMENT STYLE HOUSING UNITS PURPOSE OF ISSUE DESCRIPTION ILLINOIS FINANCE AUTHORITYSERIES2016 REFI SERIES 2006, 2006B, & 2008 DATE REBATE COMPUTATION PERFORMED ILLINOIS FINANCE AUTHORITYSERIES2012 06/30/14 ADDITIONAL INFORMATION ILLINOIS FINANCE AUTHORITYSERIES2012 SERIES 2012 BOND PROCEEDS REFUNDED 6.275 MILLION OF SERIES 2001 BONDS AND FINANCED CONSTRUCTION OF 2 APARTMENT STYLE STUDENT HOUSING UNITS. ADDITIONAL INFORMATION ILLINOIS FINANCE AUTHORITYSERIES2016 SERIES 2016 BOND PROCEEDS REFUNDED 12.285 MILLION OF SERIES 2006 BONDS, 31.005 MILLION OF SERIES 2006B BONDS, AND 18.51 MILLION OF SERIES 2008 BONDS. X 19 393308 FAIR MARKET VALUE X GIFT IN KIND 1 561 ALUMNI EVENT HOST EXPENSE 19 false true true SCHEDULE M, PAGE 1, PART I, LINE 32B MAINTAIN A BROKERAGE ACCOUNT WITH WELLS FARGO ADVISORS TO RECEIVE AND LIQUIDATE GIFTS OF MARKETABLE SECURITIES. FORM 990 - ORGANIZATION'S MISSION THE UNIVERSITY STRIVES TO ATTAIN THE IDEAL OF A LIBERAL ARTS EDUCATION WHILE PROVIDING UNIQUE OPPORTUNITIES WITH ITS DISTINCTIVE CURRICULA AND PROGRAMS. A LIBERAL ARTS EDUCATION FOSTERS CREATIVITY, CRITICAL THINKING, EFFECTIVE COMMUNICATION, STRENGTH OF CHARACTER AND A SPIRIT OF INQUIRY; IT DEEPENS THE SPECIALIZED KNOWLEDGE OF A DISCIPLINE WITH A COMPREHENSIVE WORLD VIEW. FORM 990, PAGE 1, PART I, LINE 6 VOLUNTEERS PARTICIPATE IN VARIOUS ACADEMIC, CAMPUS AND ALUMNI EVENTS LIKE HOMECOMING AND ALUMNI RELATIONS CONNECTIONS EVENTS. ACADEMIC VOLUNTEERS SPEAK TO CLASSES, ACT AS MENTORS AND HOST STUDENT VISITS TO VARIOUS WORKPLACES. FORM 990, PAGE 2, PART III, LINE 4D INSTRUCTION TO APPROXIMATELY 1,650 STUDENTS FOR BACCALAUREATE DEGREES IN THE LIBERAL ARTS AND SCIENCES, NURSING, FINE ARTS, DRAMA AND MUSIC. STUDENT SERVICES INCLUDE EDUCATION, HOUSING, AND BOARD. FORM 990, PAGE 6, PART VI, LINE 1A IN ACCORDANCE WITH THE BY-LAWS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE SHALL MEET AT LEAST ONCE BETWEEN REGULAR MEETINGS OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE THE AUTHORITY OF THE BOARD IN THE INTERIM BETWEEN STATED MEETINGS OF THE BOARD TO THE EXTENT PERMITTED BY LAW AND THE BY-LAWS AND THE BOARD ITSELF, EXCEPT THAT THE EXECUTIVE COMMITTEE SHALL NOT CONDUCT ELECTIONS OF THE BOARD MEMBERS, NOR FILL VACANCIES OF THE BOARD. FORM 990, PAGE 6, PART VI, LINE 9 ERIC R. JENSEN 615 WEST LANE GENEVA, IL 60134 FORM 990, PAGE 6, PART VI, LINE 11B IT IS THE POLICY OF THE BOARD OF TRUSTEES OF ILLINOIS WESLEYAN UNIVERSITY THAT THE AUDIT & COMPLIANCE COMMITTEE SHALL REVIEW INTERNAL REVENUE SERVICES FORM 990 PRIOR TO FILING IT WITH THE IRS. ONCE THE AUDIT & COMPLIANCE COMMITTEE HAS REVIEWED IRS FORM 990, A COPY SHALL BE MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING OF FORM 990. BOARD MEMBERS SHALL EXERCISE THEIR BEST EFFORT TO REVIEW FORM 990. BOARD MEMBERS WHO HAVE COMMENTS OR REVISIONS TO FORM 990 SHALL SUBMIT THOSE COMMENTS OR REVISIONS TO THE AUDIT & COMPLIANCE COMMITTEE CHAIR NO LATER THAN ONE WEEK FOLLOWING NOTIFICATION OF THE AVAILABILITY OF THE FORM 990 BEING POSTED FOR REVIEW. FORM 990, PAGE 6, PART VI, LINE 12C AN ANNUAL CONFLICT OF INTEREST STATEMENT IS COLLECTED FROM TRUSTEES AND KEY EMPLOYEES. REMINDERS ARE SENT TO TRUSTEES AND KEY EMPLOYEES WITH OUTSTANDING STATEMENTS UNTIL RECEIVED. CONFLICTS DISCLOSED ARE REVIEWED AND MONITORED. TRUSTEES ABSTAIN FROM VOTING WHEN A VOTE IS REQUIRED AND THE TRUSTEE HAS A CONFLICT OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 15A THE PRESIDENT'S SALARY IS APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AND A WRITTEN AGREEMENT IS SIGNED BY BOTH PARTIES. SALARY AMOUNT IS BASED ON, BUT NOT LIMITED TO: PRIOR SALARY, BUDGETED COMPENSATION INCREASE TO ALL EMPLOYEES OF THE UNIVERSITY, PERFORMANCE, CHANGES IN RESPONSIBILITY, COMPARATIVE DATA FROM CUPA AND OTHER RELEVANT FACTORS AS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 15B VICE PRESIDENTS SALARIES ARE APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. SALARY AMOUNTS ARE BASED ON, BUT NOT LIMITED TO: PRIOR SALARY, BUDGETED COMPENSATION INCREASE TO ALL EMPLOYEES OF THE UNIVERSITY, PERFORMANCE, CHANGES IN RESPONSIBILITY, COMPARATIVE DATA FROM CUPA AND OTHER RELEVANT FACTORS AS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 19 THE UNIVERSITY DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. REQUESTS FOR SUCH DATA ARE REVIEWED AND INFORMATION IS PROVIDED IF DEEMED APPROPRIATE. FORM 990, PART XI, LINE 9 CHANGE IN SPLIT INTEREST AGREEMENT OBLIGATIONS -471,727 CHANGE IN PRESENT VALUE SWAP AGREEMENTS -1,002,137 CHANGE IN POSTRETIREMENT FUNDED STATUS -233,000 TOTAL -1,706,864