2020-05-26T10:35:02-05:00 2019-06-30 BKD LLP 1551 N WATERFRONT PKWY STE 300 WICHITA KS 672066601 990 2018-07-01 480543729 KANSAS WESLEYAN UNIVERSITY % RHONDA N BETHE KANS 7858334505 100 E CLAFLIN AVE SALINA KS 67401 RHONDA BETHE CFO 7858275541 2020-05-15 true SHAWNELL LINOT P01663908 3162652811 167.68.126.162 48010220201475000015 2020-05-26 P 1E18B200E692A862BC78DEF5BEBFB82C16DD5F39 BA21A7A7DF03597CAA95FF5B57CCAA395E7C7A92 2018 2020-09-22 18:59:49Z RHONDA N BETHE 100 E CLAFLIN AVE SALINA KS 67401 29355451 false X WWW.KWU.EDU X 1886 KS KANSAS WESLEYAN UNIVERSITY IS A PRIVATE LIBERAL ARTS COLLEGE THAT PROMOTES AND INTEGRATES ACADEMIC EXCELLENCE, SPIRITUAL DEVELOPMENT, PERSONAL WELL-BEING, AND SOCIAL RESPONSIBILITY. 23 23 423 25 0 3115192 4113510 23478319 23001156 529667 374829 39482 754728 27162660 28244223 9826205 9642129 0 0 9478350 9445814 0 0 361465 7813211 8564636 27117766 27652579 44894 591644 50105411 49593032 4933514 3834562 45171897 45758470 KANSAS WESLEYAN UNIVERSITY IS A PRIVATE LIBERAL ARTS COLLEGE THAT PROMOTES AND INTEGRATES ACADEMIC EXCELLENCE, SPIRITUAL DEVELOPMENT, PERSONAL WELL-BEING, AND SOCIAL RESPONSIBILITY. false false 24824034 9642129 23001156 KANSAS WESLEYAN UNIVERSITY PROVIDES AN EDUCATIONAL PROGRAM CHARACTERIZED BY EXCELLENCE WITHIN A CARING COMMUNITY. THE CALL OF THE UNIVERSITY IS TO DEVELOP BOTH INTELLECT AND CHARACTER, TO STIMULATE CREATIVITY AND DISCOVERY, TO NURTURE THE WHOLE PERSON - BODY, MIND, AND SPIRIT. DIVERSITY IS EMBRACED IN CURRICULUM, FACULTY, AND STUDENTS. 24824034 true true false false false false false false false true true false false true true false true false true false false false false false false false false false true true true false false false false false false false false false false true false false false false true true true false false true 15 0 true 423 true false false false false false false false false false false false false X 23 23 false false false false false false false true true false false true true true true true false true true false X RHONDA N BETHE 7858334503 100 E CLAFLIN AVE SALINA KS 67401 X Byron K Norris Trustee 1.0 0.0 X 0 0 0 Charlie Ault-Duell Trustee 1.0 0.0 X 0 0 0 Cynthia Richardson Crooks Trustee 1.0 0.0 X 0 0 0 D Kent Lambert Trustee 1.0 0.0 X 0 0 0 David B Laha Trustee 1.0 0.0 X 0 0 0 Debora L Cox Trustee 1.0 0.0 X 0 0 0 Dr Charles Grimwood Immediate Past Chair 1.0 0.0 X X 0 0 0 Dr Sean M Herrington Trustee 1.0 0.0 X 0 0 0 Emily May Richards Chair 5.0 5.0 X X 0 0 0 Jane Philbrick Secretary 1.0 0.0 X X 0 0 0 Jeff Bieber Vice-Chair 5.0 0.0 X X 0 0 0 Jeremiah Webb Trustee 1.0 0.0 X 0 0 0 Jerry K Norton Trustee 1.0 0.0 X 0 0 0 John M Redding Trustee 1.0 0.0 X 0 0 0 Jon Starks Treasurer 1.0 0.0 X X 0 0 0 Julie Sager Miller Trustee 1.0 0.0 X 0 0 0 Mary Quinley Trustee 1.0 0.0 X 0 0 0 Rafael Mendez Trustee 1.0 0.0 X 0 0 0 Rev Delores J Williamston Trustee 1.0 0.0 X 0 0 0 Rev Nathan Stanton Trustee 1.0 0.0 X 0 0 0 Rev Glenn F Tombaugh Trustee 1.0 0.0 X 0 0 0 Robert A Loyd Trustee 1.0 0.0 X 0 0 0 BARRY D WEIS TRUSTEE 1.0 0.0 X 0 0 0 Dr Matthew R Thompson President and CEO, KWU 35.0 20.0 X 210688 0 20098 Karen Tumlinson CFO, KWU 6/30/18-10/8/18 45.0 10.0 X 186314 0 6000 Rhonda N Bethe CFO, KWU 45.0 10.0 X 29782 0 2000 Dr Melanie Overton Adminstrator and VPAA, KWU 25.0 30.0 X 112221 0 7748 539005 0 35846 3 false true false SODEXO INC AFFILIATES PO BOX 360170 PITTSBURGH PA 15251 FOOD SERVICES 1293081 EAB PO BOX 603519 CHARLOTTE NC 28260 CONSULTING 179780 CALLABRESI HEATING COOLING 1311 ARMORY ROAD SALINA KS 67401 HVAC 142094 KANSAS IND COLLEGE FOUNDATION 700 S KANSAS AVE TOPEKA KS 66603 SOFTWARE 205794 HELLAS CONSTRUCTION 12710 RESEARCH BLVD AUSTIN TX 78759 CONSTRUCTION 127965 7 979007 201229 2933274 493131 4113510 TUITION AND FEES 611310 18681415 18681415 AUXILIARY 611710 4319741 4319741 23001156 37901 37901 0 865 865 0 0 0 1448156 1111228 336928 336928 336928 0 0 0 0 0 0 0 0 0 UNCLAIMED STUDENT DEPOSITS 900099 456184 456184 ATHLETICS REVENUE 900099 182840 182840 MISC. ADMINISTRATIVE REVENUE 900099 12462 12462 102377 102377 753863 28244223 23001156 1129557 0 9642129 9642129 0 0 560067 448054 112013 0 7174403 6440114 551577 182712 459618 424785 34833 695627 464210 201122 30295 556099 497204 44930 13965 0 128932 434 128498 41437 41437 0 0 60066 128 59931 7 214518 92911 78746 42861 132249 99228 29932 3089 368124 285128 58453 24543 566766 330435 215815 20516 0 855562 675258 178416 1888 1556833 1461914 55839 39080 0 0 70744 70727 17 0 1303274 1042619 260655 207990 165969 41492 529 ATHLETICS 1389952 1389952 MAINTENANCE 488665 392414 96121 130 BAD DEBT 423390 338712 84678 ACCREDITATION 176737 47465 129272 579397 514244 63303 1850 27652579 24824034 2467080 361465 1367873 2023373 1908071 1380134 885492 1442164 685058 499944 0 0 0 0 921867 0 182464 153311 160749 85288 49275075 19340462 30678490 29934613 0 0 61996 63615 0 702815 0 0 13253351 13307775 50105411 49593032 853037 841249 0 0 708166 235938 2281895 1754794 0 0 0 0 0 0 0 0 1090416 1002581 4933514 3834562 X 29210619 29495099 2763748 2318282 13197530 13945089 45171897 45758470 50105411 49593032 591644 -5071 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30878936 295618 1327101 1308698 31192957 30497431 331006 842375 791876 30878936 29051729 307650 2191656 1053634 30497401 30257676 307379 -388789 1124537 29051729 30869929 1244235 570393 2426881 30257676 0.89730 0.10270 false true true 98014 98014 45059884 16277072 28782812 3748822 3063390 685432 368355 368355 29934613 INTEREST IN PERPETUAL TRUSTS 13254732 Other Asset 53043 13307775 0 DEPOSITS HELD FOR OTHERS 389347 REFUNDABLE GOVT LOAN PROGRAM 558616 LIABILITY FOR ANNUITY PAYMENTS 54618 1002581 18580314 -5071 -9642129 -9647200 28227514 16709 16709 28244223 17993741 -9642129 -9642129 27635870 16709 16709 27652579 SCHEDULE D, PART V, LINE 4 FUNDS WERE ESTABLISHED TO RECEIVE, INVEST, AND DISBURSE AMOUNTS FOR THE BENEFIT OF THE UNIVERSITY AND INSTITUTIONS RELATED TO, AFFILIATED WITH, AND COOPERATING WITH KANSAS WESLEYAN UNIVERSITY. SCHEDULE D, PART X, LINE 2 THE UNIVERSITY IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. THE UNIVERSITY ANNUALLY EVALUATES TAX POSITIONS TAKEN WITH REGARD TO UNRELATED BUSINESS INCOME, RELATED DEDUCTIONS APPLIED, OR OTHER ACTIVITIES THAT MAY JEOPARDIZE ITS TAX-EXEMPT STATUS AND THUS WOULD MEET THE DEFINITION OF AN UNCERTAIN TAX POSITION. THE UNIVERSITY RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THE RELEVANT TAXING AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE UNIVERSITY HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE UNIVERSITY RECOGNIZES INTEREST AND PENALTIES ON TAX ASSESSMENTS AS OTHER EXPENSES WITHIN THE STATEMENT OF ACTIVITIES. SCHEDULE D, PART XI, LINE 2D SCHOLARSHIP EXPENSE -9,642,129 SCHEDULE D, PART XI, LINE 4B SALES COMMISSIONS INCOME 16,709 SCHEDULE D, PART XII, LINE 2D SCHOLARSHIP EXPENSE -9,642,129 SCHEDULE D, PART XII, LINE 4B SALES COMMISSIONS INCOME 16,709 true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 THE POLICY IS PUBLISHED ON THE UNIVERSITY WEBSITE, CATALOG, AND ALL MARKETING MATERIALS. SCHEDULE E, PART I, LINE 6A KANSAS WESLEYAN UNIVERSITY RECEIVES PASS-THROUGH FINANCIAL AID FROM PELL, SEOG, PERKINS, AND DIRECT LENDING. THIS AID IS RECEIVED AND DISBURSED TO THE STUDENT ACCOUNT TO DEFER TUITION, FEES, HOUSING, AND OTHER CHARGES. EXCESS AID IS REFUNDED TO THE STUDENT. true GRADUATE DISCOUNTS 244 421718 DISCRETIONAY - RECRUITMENT 179 1101096 DISCRETIONARY - RENEWAL 799 2988503 KWU GRANT 196 666227 SCHOLARSHIP - ACADEMIC 661 4464585 SCHEDULE I, PART I, LINE 2 THE UNIVERSITY AWARDS NEED-BASED AND MERIT-BASED GRANTS AND SCHOLARSHIPS AS WELL AS VARIOUS FEDERAL, STATE, AND PRIVATE SCHOLARSHIP, LOAN, AND STUDENT WORK PROGRAMS AS PART OF ITS OVERALL FINANCIAL AID PROGRAM. THE UNIVERSITY FINANCIAL AID OFFICE IS RESPONSIBLE FOR MANAGEMENT OF ALL FINANCIAL AID PROGRAMS. X X true true X X X X true false false false false false false false false Dr Matthew R Thompson President and CEO, KWU 182908 0 0 0 27780 0 20098 0 0 0 230786 0 0 0 Karen Tumlinson CFO, KWU 6/30/18-10/8/18 186026 0 0 0 288 0 6000 0 0 0 192314 0 0 0 SCHEDULE J, PART I, LINE 1A KANSAS WESLEYAN UNIVERSITY PROVIDES A TAXABLE HOUSING ALLOWANCE FOR THE PRESIDENT OF THE UNIVERSITY; IN FY19 THE HOUSING ALLOWANCE WAS $24,000. KWU PROVIDES TAXABLE SOCIAL CLUB MEMBERSHIPS FOR THE PRESIDENT OF THE UNIVERSITY AND THE VICE PRESIDENT OF THE INSTITUTIONAL ADVANCEMENT AND ADMISSIONS; IN FY19 THE VALUE OF THIS BENEFIT WAS A TOTAL OF $6,447. SCHEDULE J, PART I, LINE 4a KAREN TUMLINSON RECEIVED $44,007 OF SEVERANCE PAID IN EXCHANGE FOR RESIGNATION. A SALINE COUNTY KS 486017251 2012-12-19 5270000 REFUND 2007 BONDS false false false A 3470000 0 5270000 0 993 0 105400 0 0 0 5163607 0 2012 true false true true A false false false false 0 false false false true A false false false true true false 0 false false 0 false true A true . Schedule K, Part II, Line 11, COLUMN A Proceeds were used to repay 2007 bonds issued on 6/7/2007. SCHEDULE K, PART IV, LINE 2C, COLUMN A The rebate calculation was completed on 5/18/2015. X 3 46036 AVG TRADED PRICE X 1 400000 COST/MKT VALUE X VARIOUS 12 24116 FMV false false false SCHEDULE M, PART I, COLUMN B THE NUMBER LISTED IS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM IN CONJUNCTION WITH THE ANNUAL INDEPENDENT AUDIT OF THE BOOKS AND RECORDS OF KANSAS WESLEYAN UNIVERSITY. THE RETURN IS PRESENTED TO THE FINANCE AND OPERATIONS COMMITTEE OF THE BOARD OF TRUSTEES EACH YEAR IN CONJUNCTION WITH THE ENGAGEMENT. ANY QUESTIONS OR CONCERNS THE CEO AND THE COMMITTEE HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS ARE MADE. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND MEMBERS OF THE BOARD OF TRUSTEES ARE REQUIRED TO AFFIRM AND UPDATE A CONFLICT OF INTEREST FORM ANNUALLY. TRUSTEES AND OFFICERS DISCLOSE ANY RELATIONSHIPS THAT COULD BE CONSTRUED TO AFFECT THEIR INDEPENDENT UNBIASED JUDGEMENT. SHOULD A CONFLICT OF INTEREST BE DECLARED, THE TRUSTEE OR OFFICER HAVING THE CONFLICT SHALL REFRAIN FROM PARTICIPATING IN CONSIDERATION OF THE TRANSACTION GIVING RISE TO THE CONFLICT AND REFRAIN FROM VOTING ON THE SAME. FORM 990, PART VI, SECTION B, LINEs 15A & 15b KANSAS WESLEYAN UNIVERSITY USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION FOR THE TOP MANAGEMENT OFFICER AND OTHER OFFICERS: (1) COMPENSATION COMMITTEE; (2) WRITTEN EMPOLOYMENT CONTRACT; (3) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE; (4) COMPENSATION SURVEY. IN MAY OF 2018, ALL PRESIDENT'S COUNCIL MEMBERS HAD AN ANNUAL REVIEW PREPARED WITH AND BY THE PRESIDENT OF THE UNIVERSITY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND AT THE DISCRETION OF THE PRESIDENT AND CEO OF KANSAS WESLEYAN UNIVERSITY. KANSAS WESLEYAN UNIVERSITY FOUNDATION 100 E CLAFLIN AVE SALINA KS 67401 481032245 FUNDRAISING KS 501(C)(3) 12a KWU true KANSAS INDEPENDENT COLLEGE ASSOCIATION 700 S KANSAS AVE TOPEKA KS 66603 480636041 SUPPORT KS 501(C)(3) 12A NA false false false true false false false false false false false false true true true true false false false true kansas wesleyan university foundation C 979007 COST KANSAS WESLEYAN UNIVERSITY FOUNDATION L 60000 COST