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WHEATON COLLEGE: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
WHEATON COLLEGE (EIN 36-2182171)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-07-13
IRS object ID
202011959349302226
Schema version
2018v3.1
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)
Return2020-07-13T15:01:42-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

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 Begin2018-07-01TaxPeriodBeginDt

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
Signature2020-07-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNicole BencikPreparerPersonNm
PTINP00756195PTIN
Phone3128997000PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-11-06 18:47:13ZBuildTS

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$343,152,828GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Group Exemption2691GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.wheaton.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1860FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionWheaton College serves Jesus Christ and advances his Kingdom through excellence in liberal arts and graduate programs that educate the whole person to build the church and benefit society worldwide.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee3205TotalEmployeeCnt
Total Volunteers52TotalVolunteersCnt
Total Gross UBI-$730,150TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$35,492,859PYContributionsGrantsAmt
CY Contributions Grants$41,339,476CYContributionsGrantsAmt
PY Program Service Revenue$119,979,390PYProgramServiceRevenueAmt
CY Program Service Revenue$123,373,317CYProgramServiceRevenueAmt
PY Investment Income$33,144,943PYInvestmentIncomeAmt
CY Investment Income$47,046,603CYInvestmentIncomeAmt
PY Other Revenue$1,480,558PYOtherRevenueAmt
CY Other Revenue$1,134,946CYOtherRevenueAmt
PY Total Revenue$190,097,750PYTotalRevenueAmt
CY Total Revenue$212,894,342CYTotalRevenueAmt
PY Grants And Similar Paid$32,615,934PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$34,851,439CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$76,925,421PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$77,893,818CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,988,851CYTotalFundraisingExpenseAmt
PY Other Expenses$45,577,577PYOtherExpensesAmt
CY Other Expenses$47,567,397CYOtherExpensesAmt
PY Total Expenses$155,118,932PYTotalExpensesAmt
CY Total Expenses$160,312,654CYTotalExpensesAmt
PY Revenues Less Expenses$34,978,818PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$52,581,688CYRevenuesLessExpensesAmt
Total Assets BOY$903,412,441TotalAssetsBOYAmt
Total Assets EOY$930,846,496TotalAssetsEOYAmt
Total Liabilities BOY$170,462,058TotalLiabilitiesBOYAmt
Total Liabilities EOY$164,766,994TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$732,950,383NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$766,079,502NetAssetsOrFundBalancesEOYAmt
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$95,394,933ExpenseAmt
Grant$34,364,249GrantAmt
Revenue$95,706,914RevenueAmt
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$28,490,000ExpenseAmt
Grant$0GrantAmt
Revenue$212,136RevenueAmt
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$7,526,000ExpenseAmt
Grant$0GrantAmt
Revenue$20,751,716RevenueAmt
DescAUXILIARY ENTERPRISES - THE COLLEGE PROVIDES ROOM AND BOARD FOR ALL ITS STUDENTS. THE BOOKSTORE MAKES BOOKS, STUDY GUIDES AND OTHER RELATED EDUCATIONAL MATERIALS AVAILABLE FOR THE CONVENIENCE OF THE STUDENTS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$5,554,000ExpenseAmt
Grant$487,190GrantAmt
Revenue$7,772,646RevenueAmt
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$5,554,000TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$487,190TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$7,772,646TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$136,964,933TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
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 Document4246IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3205EmployeeCnt
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 OfYes (true)Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form1098 C FiledYes (true)Form1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org 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 Line1Judy KaczorBusinessNameLine1Txt
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 (33 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Philip G Ryken
President/Trustee40.02.0Yes (X)Yes (X)$371,617$0$167,563
James Goetz
Chair/Trustee2.01.0Yes (X)Yes (X)$0$0$0
Dale Wong
Vice Chair/Trustee2.01.0Yes (X)Yes (X)$0$0$0
Kathryn H Vaselkiv
Secretary/Trustee2.00.0Yes (X)Yes (X)$0$0$0
John Augustine
Trustee2.00.0Yes (X)$0$0$0
Barbara W Anderson
Trustee2.00.0Yes (X)$0$0$0
Gregory Waybright
Trustee2.01.0Yes (X)$0$0$0
Darrell Bock
Trustee2.01.0Yes (X)$0$0$0
Emery Lindsay
Trustee2.01.0Yes (X)$0$0$0
Shundrawn A Thomas
Trustee2.00.0Yes (X)$0$0$0
Jeffrey Meyer
Trustee2.00.0Yes (X)$0$0$0
Philip G Hubbard
Trustee2.00.0Yes (X)$0$0$0
Kurt Keilhacker
Trustee2.00.0Yes (X)$0$0$0
Steven Preston
Trustee2.00.0Yes (X)$0$0$0
Andrea D Scott
Trustee2.00.0Yes (X)$0$0$0
Samuel Rodriguez
Trustee2.01.0Yes (X)$0$0$0
David K Gieser
Trustee2.01.0Yes (X)$0$0$0
Mary Schaller
Trustee2.00.0Yes (X)$0$0$0
Jeanette L Hsieh
Trustee - Until May 20192.00.0Yes (X)$0$0$0
Joseph M Stowell
Trustee - Until May 20192.01.0Yes (X)$0$0$0
Dale Kemp
VP for Finance, Operations & Treasurer until 7/31/1840.01.0Yes (X)$304,008$0$102,327
Kirk D Farney
VP for Advancement & Alumni Relations40.00.0Yes (X)$235,278$0$58,746
Margaret Diddams
Provost40.00.0Yes (X)$201,748$0$70,072
Silvio Vazquez
Chief Enrollment Management Officer40.00.0Yes (X)$180,117$0$27,476
Paul Chelsen
Vice President - Student Development40.00.0Yes (X)$163,608$0$79,847
Sheila Caldwell
Chief Intercultural Engagement Officer40.00.0Yes (X)$84,536$0$5,666
Kenneth Larson
Investment Manager & Interim VP Finance & Operations & Treasurer40.00.0Yes (X)$181,375$0$84,477
Wendy Woodward
Chief Information Officer40.00.0$163,893$0$29,381Yes (X)
Edward Stetzer
Executive Director0.040.0$171,216$0$54,194Yes (X)
Karen Tucker
Director of Human Resources40.00.0$147,489$0$73,867Yes (X)
David Iglesias
Director of the Center for Faith, Politics, and Economics40.00.0$155,813$0$27,501Yes (X)
David Teune
DIRECTOR OF GIFT PLANNING SERVICES40.00.0$140,839$0$41,327Yes (X)
Dorothy Chappell
Dean , Natural & Social Sciences40.00.0$146,359$0$19,744Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,647,896TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$842,188TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K62IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
BON APPETIT
421 CHASE STREETWHEATONIL60187FOOD SERVICE$5,753,393
MA MORTENSON CO
25 NORTHWEST POINT BLVDELK GROVE VILLAGEIL60007CONSTRUCTION SERVICES$2,417,042STE 100
HILL MECHANICAL CORPORATION
11045 BELMONT AVEFRANKLIN PARKIL60131PLUMBING; HVAC$516,071
WETMORE & ASSOCIATES CONSTRUCTION
523 WEST FRONT STREETWHEATONIL60187RESIDENTIAL & COMMERCIAL CONSTRUCTION$472,626
FGM ARCHITECTS INC
1211 WEST 22ND STREETOAK BROOKIL60523ARCHITECTS$289,243SUITE 705
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K15CntrctRcvdGreaterThan100KCnt
Related Organizations$525,000RelatedOrganizationsAmt
Government Grants$583,403GovernmentGrantsAmt
All Other Contributions$40,231,073AllOtherContributionsAmt
Noncash Contributions$6,062,960NoncashContributionsAmt
Total Contributions$41,339,476TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Tuition & Fees611600$94,636,120$94,636,120
Auxiliary Revenue611600$20,751,716$20,751,716
Public Service Revenues541800$3,238,451$3,237,752$699
Minor Program Revenues611600$4,534,894$4,534,894
Student Insurance900099$212,136$212,136

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$123,373,317TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,500,071TotalRevenueColumnAmt
Unrelated Business Revenue-$750,827UnrelatedBusinessRevenueAmt
Exclusion$11,250,898ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,028TotalRevenueColumnAmt
Exclusion$4,028ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$40,146RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$40,146RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$40,146TotalRevenueColumnAmt
Exclusion$40,146ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$165,594,649SecuritiesAmt
Other$8,758OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$129,056,875SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$36,537,774SecuritiesAmt
Other$8,758OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$36,546,532TotalRevenueColumnAmt
Exclusion$36,546,532ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$1,624,298GrossSalesOfInventoryAmt
Cost Of Goods Sold$1,201,611CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$422,687TotalRevenueColumnAmt
Related Or Exempt Func Income$422,687RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescTrust Company FeesDesc
Business561000BusinessCd
Total Revenue Column$668,085TotalRevenueColumnAmt
Related Or Exempt Func Income$648,107RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$19,978UnrelatedBusinessRevenueAmt

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$668,085OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$212,894,342TotalRevenueColumnAmt
Related Or Exempt Func Income$124,443,412RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$730,150UnrelatedBusinessRevenueAmt
Exclusion$47,841,604ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$487,190TotalAmt
Program Services$487,190ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$34,364,249TotalAmt
Program Services$34,364,249ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,108,644TotalAmt
Program Services$812,508ProgramServicesAmt
Management And General$1,915,802ManagementAndGeneralAmt
Fundraising$380,334FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$296,670TotalAmt
Program Services$100,131ProgramServicesAmt
Management And General$196,539ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$56,957,883TotalAmt
Program Services$47,158,335ProgramServicesAmt
Management And General$7,933,805ManagementAndGeneralAmt
Fundraising$1,865,743FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$3,402,336TotalAmt
Program Services$3,179,106ProgramServicesAmt
Management And General$79,412ManagementAndGeneralAmt
Fundraising$143,818FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$10,257,219TotalAmt
Program Services$9,584,235ProgramServicesAmt
Management And General$239,407ManagementAndGeneralAmt
Fundraising$433,577FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,871,066TotalAmt
Program Services$3,617,083ProgramServicesAmt
Management And General$90,352ManagementAndGeneralAmt
Fundraising$163,631FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$367,840TotalAmt
Program Services$46,033ProgramServicesAmt
Management And General$317,886ManagementAndGeneralAmt
Fundraising$3,921FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$149,173TotalAmt
Management And General$149,173ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$6,905TotalAmt
Management And General$6,905ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$9,113,123TotalAmt
Program Services$6,716,563ProgramServicesAmt
Management And General$2,368,970ManagementAndGeneralAmt
Fundraising$27,590FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$986,253TotalAmt
Program Services$637,114ProgramServicesAmt
Management And General$106,554ManagementAndGeneralAmt
Fundraising$242,585FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,092,878TotalAmt
Program Services$4,759,135ProgramServicesAmt
Management And General$265,537ManagementAndGeneralAmt
Fundraising$68,206FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,078,640TotalAmt
Program Services$835,365ProgramServicesAmt
Management And General$200,344ManagementAndGeneralAmt
Fundraising$42,931FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,535,089TotalAmt
Program Services$6,052,804ProgramServicesAmt
Management And General$1,480,200ManagementAndGeneralAmt
Fundraising$2,085FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,246,895TotalAmt
Program Services$2,956,083ProgramServicesAmt
Management And General$105,909ManagementAndGeneralAmt
Fundraising$184,903FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$504,708TotalAmt
Program Services$472,003ProgramServicesAmt
Management And General$32,705ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,506,855TotalAmt
Program Services$2,134,093ProgramServicesAmt
Management And General$372,762ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$11,188,153TotalAmt
Program Services$10,330,848ProgramServicesAmt
Management And General$788,187ManagementAndGeneralAmt
Fundraising$69,118FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,283,075TotalAmt
Program Services$344,757ProgramServicesAmt
Management And General$938,318ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SPECIAL PROJECTS$1,137,302$1,049,088$88,214$0
Training$928,716$673,854$219,046$35,816
PRINTING AND PUBLICATIONS$574,747$367,464$189,778$17,505
DUES & MEMBERSHIPS$410,501$247,288$155,749$7,464

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,456,544TotalAmt
Program Services$39,604ProgramServicesAmt
Management And General$1,117,316ManagementAndGeneralAmt
Fundraising$299,624FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$160,312,654TotalAmt
Program Services$136,964,933ProgramServicesAmt
Management And General$19,358,870ManagementAndGeneralAmt
Fundraising$3,988,851FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$36,200,083BOYAmt
EOY$49,309,014EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,646,427BOYAmt
EOY$4,611,239EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,251,508BOYAmt
EOY$2,244,961EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$86,699BOYAmt
EOY$101,982EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$8,254,684BOYAmt
EOY$7,473,252EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$902,242BOYAmt
EOY$241,379EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,013,767BOYAmt
EOY$3,914,409EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$400,079,978LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$187,600,875LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$210,556,504BOYAmt
EOY$212,479,103EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$575,191,362BOYAmt
EOY$587,391,641EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$53,542,958BOYAmt
EOY$52,776,053EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$1,237,736BOYAmt
EOY$2,201,031EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,528,471BOYAmt
EOY$8,102,432EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$903,412,441BOYAmt
EOY$930,846,496EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$12,604,860BOYAmt
EOY$12,213,810EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,564,045BOYAmt
EOY$5,053,425EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$41,917,371BOYAmt
EOY$41,972,457EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$111,375,782BOYAmt
EOY$105,527,302EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$170,462,058BOYAmt
EOY$164,766,994EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$309,009,923BOYAmt
EOY$312,596,670EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$247,234,403BOYAmt
EOY$264,522,805EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$176,706,057BOYAmt
EOY$188,960,027EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$732,950,383BOYAmt
EOY$766,079,502EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$903,412,441BOYAmt
EOY$930,846,496EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$52,581,688ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$15,495,693NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$3,956,876OtherChangesInNetAssetsAmt
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$28,161,935CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,042,040CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,339,674CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,101,633CurrentTaxYearMinus1YearAmt
Current Tax Year$41,339,476CurrentTaxYearAmt
Total$160,984,758TotalAmt

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$28,161,935CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,042,040CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,339,674CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,101,633CurrentTaxYearMinus1YearAmt
Current Tax Year$41,339,476CurrentTaxYearAmt
Total$160,984,758TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$9,115,650SubstantialContributorsTotAmt
Public Support Total170$151,869,108PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,019,712CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,351,746CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,832,073CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,053,607CurrentTaxYearMinus1YearAmt
Current Tax Year$11,295,072CurrentTaxYearAmt
Total$44,552,210TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$158,382CurrentTaxYearMinus3YearsAmt
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$1,451,051CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,517,168CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,474,364CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,410,312CurrentTaxYearMinus1YearAmt
Current Tax Year$1,070,794CurrentTaxYearAmt
Total$6,923,689TotalAmt
FieldValueIRS element (for citing)
Total Support$212,619,039TotalSupportAmt
Gross Receipts Rltd Activities$589,904,142GrossReceiptsRltdActivitiesAmt
Public Support CY1700.7143PublicSupportCY170Pct
Public Support PY1700.7004PublicSupportPY170Pct
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 - , COLUMN A - -35241.0, COLUMN B - -41373.0, COLUMN C - -17123.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - -93737.0; DESCRIPTION - , COLUMN A - 894719.0, COLUMN B - 940672.0, COLUMN C - 830379.0, COLUMN D - 737027.0, COLUMN E - 422687.0, COLUMN F - 3825484.0; DESCRIPTION - , COLUMN A - 591573.0, COLUMN B - 617869.0, COLUMN C - 661108.0, COLUMN D - 673285.0, COLUMN E - 648107.0, COLUMN F - 3191942.0;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 Held22DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held0FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$2,571,285DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$0FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$787,954DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$0FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$10,492,262DonorAdvisedFundsVlEOYAmt
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$489,131,000BeginningYearBalanceAmt
Contributions$10,974,000ContributionsAmt
Investment Earnings Or Losses$24,264,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$20,207,000GrantsOrScholarshipsAmt
Other Expenditures$796,000OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$503,366,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$405,027,000BeginningYearBalanceAmt
Contributions$3,952,000ContributionsAmt
Investment Earnings Or Losses$16,703,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$16,069,000GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$409,613,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.2563BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.7437PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$28,584,201OtherCostOrOtherBasisAmt
Book Value$28,584,201BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$294,998,753OtherCostOrOtherBasisAmt
Depreciation$138,508,158DepreciationAmt
Book Value$156,490,595BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,498,622OtherCostOrOtherBasisAmt
Depreciation$717,195DepreciationAmt
Book Value$1,781,427BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$63,015,751OtherCostOrOtherBasisAmt
Depreciation$42,277,000DepreciationAmt
Book Value$20,738,751BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,982,651OtherCostOrOtherBasisAmt
Depreciation$6,098,522DepreciationAmt
Book Value$4,884,129BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$212,479,103TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescPartnership InvestmentsDesc
Book Value$52,776,053BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$52,776,053TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
OBLIGATIONS UNDER ANNUITIES, SPLIT-INTRST AGREEMENTS, OTHER TRST BENEFICIARIES$84,484,664
DEPOSITS$687,683
INTEREST RATE SWAP AGREEMENT$5,094,886
ASSET RETIREMENT OBLIGATION$2,801,778
REFUNDABLE U.S. GOVERNMENT GRANTS FOR STUDENT LOANS$4,068,081
POST-RETIREMENT BENEFITS OBLIGATION$8,390,210
FieldValueIRS element (for citing)
Total Liability$105,527,302TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$164,236,011TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$15,495,693NetUnrealizedGainsInvstAmt
Other Revenue$1,201,611OtherRevenueAmt
Revenue Not Reported-$14,294,082RevenueNotReportedAmt
Revenue Subtotal$178,530,093RevenueSubtotalAmt
Other Revenues Not Included$34,364,249OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$34,364,249RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$212,894,342TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$131,106,892TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$5,158,487OtherExpensesIncludedAmt
Expenses Not Reported$5,158,487ExpensesNotReportedAmt
Expenses Subtotal$125,948,405ExpensesSubtotalAmt
Other Expenses Not Included$34,364,249OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$34,364,249ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$160,312,654TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 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 Endowments are for Student Scholarships and Loans, and for Operations.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteThe College and the 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, 2019 or 2018.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990Bookstore Cost of Goods Sold - 1201611
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsScholarships - 34364249
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Bookstore Cost of Goods Sold - 1201611 Change in the Value of Annuities - 2025770 Change in the Value of Bond Swap - 1143653 DONOR ADVISED FUNDS DISTRIBUTIONS TO OPERATIONS - 150796 DONOR ADVISED FUNDS DISTRIBUTIONS TO OTHERS - 636657
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsScholarships - 34364249

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, as well as in 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.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Program ServicesSTUDY/ HUMANITARIAN PROJECTS$109,653
East Asia and the Pacific00Program ServicesSTUDY/ HUMANITARIAN PROJECTS$18,011
Europe (Including Iceland and Greenland)00Program ServicesSTUDY/ HUMANITARIAN PROJECTS$137,523
Middle East and North Africa00Program ServicesSTUDY/ HUMANITARIAN PROJECTS$49,099
Sub-Saharan Africa00Program ServicesSTUDY/ HUMANITARIAN PROJECTS$172,326
Central America and the Caribbean00Investments$15,501,141
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$15,987,753SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$15,987,753TotalSpentAmt
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 (26 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
By the Hand Club (for Kids)
PO Box 10043ChicagoIL60610203144284501(C)(3)$11,500Fundraiser Pledge/ General support
Calvary Homes Retirement Community
502 Elizabeth DrLancasterPA17601231606038501(C)(3)$9,500Piano purchase
CEO Forum
15475 Gleneagle DrColorado SpringsCO80921202012491501(C)(3)$15,000General Support
City Reformed Church
1661 North Farwell AveMilwaukeeWI53202396059688501(C)(3)$12,000General Support
College Church
332 E Seminary AveWheatonIL60187362203929501(C)(3)$6,000Pioneer Clubs / General Support
Cornerstone Community Church
3167 Frankford AvePhiladelphiaPA191343826233057681501(C)(3)$23,000General Support
Covenant Church of Naples
6926 Trail BlvdNaplesFL34108591098689501(C)(3)$63,837Missions/ Pastor Fund/ General Support
Campus Crusade for Christ Inc (CRU)
PO Box 628222OrlandoFL328628222956006173501(C)(3)$7,800Mission Support
ESMI
2121 SW 3rd AveMiamiFL33129311633120501(C)(3)$73,500Building ChurchesSte 601
Grace Presbyterian Church of the North Shore
404 Ridge AveWinnetkaIL60093364416196501(C)(3)$50,000General Support
Hope Works Community Development
6414 S Cottage Grove AveChicagoIL60637472715039501(C)(3)$12,500General Support
Intervarsity Christian Fellowship
PO Box 7895MadisonWI537077895362171714501(C)(3)$11,345National MBA Ministry/ Missions
Kids Alive International
2507 Cumberland DrValparaisoIN46383311140515501(C)(3)$6,908Pledge/ School/ Mission
Mission Aviation Fellowship
PO Box 47NampaID836530047951920983501(C)(3)$7,200Mission Support
National School Project
PO Box 1232WhittierCA90609203226605501(C)(3)$10,000New Trier School Ministry
Outreach Community Ministries
373 S Schmale RdCarol StreamIL60188237265066501(C)(3)$18,000General SupportSte 102
Peachtree Presbyterian Church
3434 Rosewell Road NWAtlantaGA30306581807840501(C)(3)$16,000Stewardship/ Music Ministry/ Scholarships
Pepperdine University
24255 Pacific Coast HwyMalibuCA902639698951644037501(C)(3)$9,100General Support
Redeemer City to City
1166 Avenue of the AmericasNew YorkNY10036383773431501(C)(3)$17,000Trainer to support Church PlantersSte 1620
Reformed University Ministries
PO Box 890004CharlotteNC282890004581713181501(C)(3)$12,500Mission Support
Samaritan's Purse
PO Box 3000BooneNC28607581437002501(C)(3)$9,000Disaster relief/ Veterans outreach/ General Support
SIM USA
PO Box 7900CharlotteNC28241221936391501(C)(3)$7,500Mission support/ Ethiopia Support
Skokie Valley Baptist Church
1050 Skokie BlvdWilmetteIL60091362440497501(C)(3)$13,000General Support/ Scholarships/ Benevolent Fund
Sunshine Enterprises
500 E 61st StChicagoIL60637362317631501(C)(3)$20,000General Support
Together Chicago Inc
102 Elm StProspect HeightsIL60070823256928501(C)(3)$25,000General support
Wheaton Bible Church
27W500 North AveWest ChicagoIL60185362233546501(C)(3)$20,000General Support
FieldValueIRS element (for citing)
Total501c3 Org26Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIPS - Undergraduate - Merit Based1251$8,717,034
SCHOLARSHIPS - Undergraduate - Need Based1467$22,695,804
SCHOLARSHIPS - Graduate - Merit Based279$1,775,534
SCHOLARSHIPS -Graduate - Need Based113$307,357
Loan Cancellations - Undergraduate - Need Based17$405,322
Loan Cancellations - Graduate - Need Based16$162,312
Tuition Discounts145$300,886

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 (13 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$370,298$0$0$0$1,319$0$40,000$0$127,563$0$539,180$0$0$0
Dale Kemp
VP for Finance, Operations & Treasurer until 7/31/18$302,455$0$0$0$1,553$0$73,150$0$29,177$0$406,335$0$0$0
Kirk D Farney
VP for Advancement & Alumni Relations$233,700$0$0$0$1,578$0$28,780$0$29,966$0$294,024$0$0$0
Margaret Diddams
Provost$200,318$0$0$0$1,430$0$24,141$0$45,931$0$271,820$0$0$0
Silvio Vazquez
Chief Enrollment Management Officer$156,952$0$0$0$23,165$0$7,742$0$19,734$0$207,593$0$0$0
Paul Chelsen
Vice President - Student Development$163,154$0$0$0$454$0$23,332$0$56,515$0$243,455$0$0$0
Kenneth Larson
Investment Manager & Interim VP Finance & Operations & Treasurer$180,036$0$0$0$1,339$0$15,123$0$69,354$0$265,852$0$0$0
Wendy Woodward
Chief Information Officer$163,203$0$0$0$690$0$13,559$0$15,822$0$193,274$0$0$0
Edward Stetzer
Executive Director$146,099$0$0$0$25,117$0$12,484$0$41,710$0$225,410$0$0$0
Karen Tucker
Director of Human Resources$124,712$0$0$0$22,777$0$10,773$0$63,094$0$221,356$0$0$0
David Iglesias
Director of the Center for Faith, Politics, and Economics$117,532$0$0$0$38,281$0$9,676$0$17,825$0$183,314$0$0$0
David Teune
DIRECTOR OF GIFT PLANNING SERVICES$138,131$0$0$0$2,708$0$11,686$0$29,641$0$182,166$0$0$0
Dorothy Chappell
Dean , Natural & Social Sciences$143,824$0$0$0$2,535$0$11,723$0$8,021$0$166,103$0$0$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 three highest compensated employees. Such benefits were included in taxable income for all three 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.
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 interested person constructively received deferrals to the 457(f) plan in 2018. These deferrals are included in Schedule J, Part II, Column (c). Dale Kemp - $50,000

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$101,982BalanceDueAmt
DefaultfalseDefaultInd
Board Or Committee ApprovalYes (true)BoardOrCommitteeApprovalInd
Written AgreementYes (true)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$101,982TotalBalanceDueAmt

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

FieldValueIRS element (for citing)
Cash Grant$62,201CashGrantAmt
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$124,933Sister Karen Belling is the Director of Financial Aid at Wheaton Collegefalse
Kenneth Larson
Key employee/ Investment manager$28,659Spouse Laurel Larson is the CMCA coordinator for the Billy Graham Center for Evangelism.false
Jeffrey Meyer
Trustee$10,204Daughter-in-law Rebecca Meyer is a Ministry Associate in the Chaplain's Office at Wheaton College.false
Philip Hubbard
Trustee$61,268Son-in-law Adam Wood is an Assistant Professor in Philosophy at Wheaton College.false
Philip Ryken
President$71,606Brother-in-law Jeffrey Beaird is a network/systems engineer at Wheaton College.false

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$2,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$33,049NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$15,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution99ContributionCnt
Noncash Contributions Rpt F990$5,103,874NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$123,480NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Real Estate Commercial RealEstateCommercialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$315,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Horses to Honey Rock3$8,750Market value
Yes (X)Musical Instruments6$49,100Cost
Yes (X)Donated Tickets53$14,297Cost
Yes (X)Gifts in Kind4$388,900Cost
Yes (X)Tools to Honey Rock4$9,510Replacement cost
FieldValueIRS element (for citing)
Form8283 Received2Form8283ReceivedCnt
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 Other - Gifts in Kind - Number of contributions Cars and other vehicles - Number of contributions Other - Tools to Honey Rock - Number of contributions Real estate - Commercial - Number of contributions Real estate - Residential - Number of contributions Art - Works of art - Number of contributionsExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services(Expenses $ 5,554,000 including grants of $ 487,190)(Revenue $ 7,772,646) 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 may have their own document retention and destruction policy, but the organization plans to implement an organizational 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 with sufficient time for their review prior to filing the return with the IRS.
Form 990, Part VI, Line 12c Conflict of interest policyOfficers, trustees and key employees are annually asked to reveal any potential conflicts of interest. Each interested person is provided a questionnaire electronically to be reviewed. The Controller 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 Form 990's 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 and for the VP for Advancement. The reviews utilize compensation data from Form 990's 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 - -2025770; CHANGE IN THE VALUE OF THE BOND SWAP - -1143653; DONOR ADVISED FUNDS DISTRIBUTIONS TO OTHERS - -636657; DONOR ADVISED FUNDS DISTRIBUTIONS TO OPERATIONS - -150796;

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
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$133,615$3,633,8980.9968Yes (true)
Charitable Remainder Trust (141)
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 (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Billy Graham Center
N$1,321,900Allocation based on square footage
Wheaton College Trust Company NA
A$40,146Based on square footage plus overhead
Wheaton College Trust Company NA
M$829,027Admin fees received from Wheaton College
Wheaton College Trust Company NA
O$668,085Allocation based on the number of trusts
Billy Graham Center
C$525,000General Ledger