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WHEATON COLLEGE: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
WHEATON COLLEGE (EIN 36-2182171)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-14
IRS object ID
201931349349309033
Schema version
2017v2.2
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)
Return2019-05-14T16:30:35-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

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 Begin2017-07-01TaxPeriodBeginDt

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)
PersonKenneth C LarsonPersonNm
Person TitleInterim VP for Finance & OperationsPersonTitleTxt
Signature2019-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNicole BencikPreparerPersonNm
PTINP00756195PTIN
Phone3128997000PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

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$416,064,014GrossReceiptsAmt
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 Body20VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee3217TotalEmployeeCnt
Total Volunteers111TotalVolunteersCnt
Total Gross UBI$12,442TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$29,482NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$27,339,674PYContributionsGrantsAmt
CY Contributions Grants$35,492,859CYContributionsGrantsAmt
PY Program Service Revenue$118,638,132PYProgramServiceRevenueAmt
CY Program Service Revenue$119,979,390CYProgramServiceRevenueAmt
PY Investment Income$25,824,092PYInvestmentIncomeAmt
CY Investment Income$33,144,943CYInvestmentIncomeAmt
PY Other Revenue$1,557,556PYOtherRevenueAmt
CY Other Revenue$1,480,558CYOtherRevenueAmt
PY Total Revenue$173,359,454PYTotalRevenueAmt
CY Total Revenue$190,097,750CYTotalRevenueAmt
PY Grants And Similar Paid$31,953,122PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$32,615,934CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$75,506,502PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$76,925,421CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$16,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,282,848CYTotalFundraisingExpenseAmt
PY Other Expenses$45,623,114PYOtherExpensesAmt
CY Other Expenses$45,577,577CYOtherExpensesAmt
PY Total Expenses$153,098,738PYTotalExpensesAmt
CY Total Expenses$155,118,932CYTotalExpensesAmt
PY Revenues Less Expenses$20,260,716PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$34,978,818CYRevenuesLessExpensesAmt
Total Assets BOY$854,770,465TotalAssetsBOYAmt
Total Assets EOY$903,412,441TotalAssetsEOYAmt
Total Liabilities BOY$173,395,192TotalLiabilitiesBOYAmt
Total Liabilities EOY$170,462,058TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$681,375,273NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$732,950,383NetAssetsOrFundBalancesEOYAmt
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$87,700,498ExpenseAmt
Grant$32,121,018GrantAmt
Revenue$91,058,739RevenueAmt
DescEDUCATION AND INSTRUCTION - THE COLLEGE PROVIDES INDIVIDUALS THE OPPORTUNITY TO OBTAIN AN UNDERGRADUATE DEGREE IN 43 AREAS OF MAJOR STUDY INCLUDING 6 IN THE CONSERVATORY; 16 MASTER OF ARTS DEGREES ARE OFFERED 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$21,919,494ExpenseAmt
Grant$0GrantAmt
Revenue$194,556RevenueAmt
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$17,265,818ExpenseAmt
Grant$0GrantAmt
Revenue$20,757,084RevenueAmt
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$3,679,546ExpenseAmt
Grant$494,916GrantAmt
Revenue$9,377,024RevenueAmt
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$3,679,546TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$494,916TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$9,377,024TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$130,565,356TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
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 ContributionfalseDeductibleArtContributionInd
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
IRP Document4035IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3217EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
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 PolicyYes (true)DocumentRetentionPolicyInd
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 (31 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
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
James Goetz
Chair/Trustee2.00.0Yes (X)Yes (X)$0$0$0
Philip G Ryken
President/Trustee40.02.0Yes (X)Yes (X)$371,231$0$174,633
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 Sr
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
Joseph M Stowell
Trustee2.01.0Yes (X)$0$0$0
Jeanette L Hsieh
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
Rev 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
Philip G Hubbard
Trustee2.00.0Yes (X)$0$0$0
Kurt Keilhacker
Trustee2.00.0Yes (X)$0$0$0
Kirk D Farney
VP for Advancement and Alumni Relations40.00.0Yes (X)$218,264$0$60,988
Margaret Diddams
Provost40.00.0Yes (X)$201,854$0$65,099
Paul Chelsen
Vice President - Student Development40.00.0Yes (X)$159,807$0$75,099
Dale Kemp
VP for Finance, Operations & Treasurer40.01.0Yes (X)$243,369$0$108,511
Kenneth Larson
Investment Manager40.00.0$168,658$0$87,661Yes (X)
Wendy Woodward
Chief Information Officer40.00.0$156,364$0$28,567Yes (X)
David Iglesias
Associate Professor/Endowed Kvamme Chair40.00.0$158,768$0$14,521Yes (X)
Dorothy Chappell
Dean , Natural & Social Sciences40.00.0$145,649$0$19,654Yes (X)
Karen Tucker
Director of Human Resources40.00.0$154,438$0$58,945Yes (X)
David Teune
Dir Gift Plan Svc/Legal Counsl40.00.0$138,229$0$38,186Yes (X)
Edward Stetzer
Executive Director40.00.0$156,045$0$48,686Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,272,676TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$780,550TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K57IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtAddress Line2ContractorAddress/USAddress/AddressLine2TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MORTENSON CONSTRUCTION COMPANY
25 NORTHWEST POINT BLVDSTE 100ELK GROVE VILLAGEIL60007CONSTRUCTION$9,944,153
BON APPETIT
421 CHASE STREETWHEATONIL60187FOOD SERVICE$5,546,430
SEQUOIA GENERAL CONTRACTING
1585 Beverly Ct109AuroraIL60502COMMERCIAL CONSTRUCTION SERVICES$2,140,526
FGM ARCHITECTS INC
1211 West 22nd StreetSuite 705Oak BrookIL60523ARCHITECTS$1,180,667
WETMORE & ASSOCIATES CONSTRUCTION
523 West Front SteetWheatonIL60187RESIDENTIAL & COMMERCIAL CONSTRUCTION$931,057
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K16CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$391,226RelatedOrganizationsAmt
Government Grants$708,947GovernmentGrantsAmt
All Other Contributions$34,392,686AllOtherContributionsAmt
Noncash Contributions$7,300,479NoncashContributionsAmt
Total Contributions$35,492,859TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Tuition & Fees611600$91,058,739$91,058,739$0$0
Auxiliary Revenue611600$20,020,057$20,020,057$0$0
Public Service Revenues541800$3,223,030$3,220,731$2,299$0
Minor Program Revenues611600$5,483,008$5,483,008$0$0
Student Insurance900099$194,556$194,556$0$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$119,979,390TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,993,504TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$9,758UnrelatedBusinessRevenueAmt
Exclusion$9,003,262ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,822TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$5,822ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$44,523RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

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

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$44,523RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,523TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$44,523ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$249,059,181SecuritiesAmt
Other$221,802OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$224,924,383SecuritiesAmt
Other$205,161OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$24,134,798SecuritiesAmt
Other$16,641OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,151,439TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$24,151,439ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$0ContriRptFundraisingEventAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$1,573,747GrossSalesOfInventoryAmt
Cost Of Goods Sold$836,720CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$737,027TotalRevenueColumnAmt
Related Or Exempt Func Income$737,027RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Trust Company Fees561000$693,186$673,285$19,901$0
$0$0$0$0
$0$0$0$0

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$693,186OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$190,097,750TotalRevenueColumnAmt
Related Or Exempt Func Income$121,387,403RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$12,442UnrelatedBusinessRevenueAmt
Exclusion$33,205,046ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$494,916TotalAmt
Program Services$494,916ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$32,121,018TotalAmt
Program Services$32,121,018ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,378,172TotalAmt
Program Services$607,437ProgramServicesAmt
Management And General$1,405,980ManagementAndGeneralAmt
Fundraising$364,755FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$290,513TotalAmt
Program Services$290,513ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$55,409,738TotalAmt
Program Services$45,196,178ProgramServicesAmt
Management And General$8,254,261ManagementAndGeneralAmt
Fundraising$1,959,299FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$3,147,529TotalAmt
Program Services$2,711,102ProgramServicesAmt
Management And General$308,260ManagementAndGeneralAmt
Fundraising$128,167FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$12,087,662TotalAmt
Program Services$10,532,293ProgramServicesAmt
Management And General$1,098,600ManagementAndGeneralAmt
Fundraising$456,769FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,611,807TotalAmt
Program Services$3,111,005ProgramServicesAmt
Management And General$353,730ManagementAndGeneralAmt
Fundraising$147,072FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

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

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$393,736TotalAmt
Program Services$40,000ProgramServicesAmt
Management And General$351,550ManagementAndGeneralAmt
Fundraising$2,186FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$102,132TotalAmt
Program Services$0ProgramServicesAmt
Management And General$102,132ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

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

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt
Fundraising$0FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

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

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,988,142TotalAmt
Program Services$1,703,994ProgramServicesAmt
Management And General$2,281,046ManagementAndGeneralAmt
Fundraising$3,102FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,049,195TotalAmt
Program Services$658,369ProgramServicesAmt
Management And General$133,371ManagementAndGeneralAmt
Fundraising$257,455FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,561,314TotalAmt
Program Services$9,595,921ProgramServicesAmt
Management And General$881,442ManagementAndGeneralAmt
Fundraising$83,951FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,331,309TotalAmt
Program Services$1,030,342ProgramServicesAmt
Management And General$247,855ManagementAndGeneralAmt
Fundraising$53,112FundraisingAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,713,373TotalAmt
Program Services$4,447,496ProgramServicesAmt
Management And General$1,265,877ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,388,336TotalAmt
Program Services$3,008,995ProgramServicesAmt
Management And General$106,615ManagementAndGeneralAmt
Fundraising$272,726FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

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

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$327,129TotalAmt
Program Services$252,454ProgramServicesAmt
Management And General$72,180ManagementAndGeneralAmt
Fundraising$2,495FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,378,051TotalAmt
Program Services$2,088,144ProgramServicesAmt
Management And General$289,907ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$10,670,972TotalAmt
Program Services$9,861,366ProgramServicesAmt
Management And General$744,334ManagementAndGeneralAmt
Fundraising$65,272FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,547,568TotalAmt
Program Services$616,289ProgramServicesAmt
Management And General$931,279ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SPECIAL PROJECTS$628,215$590,059$38,156$0
PRINTING AND PUBLICATIONS$480,779$255,464$225,182$133
TRAINING$472,801$284,656$157,146$30,999
DUES & MEMBERSHIPS$311,289$166,262$137,637$7,390

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,233,236TotalAmt
Program Services$901,083ProgramServicesAmt
Management And General$884,188ManagementAndGeneralAmt
Fundraising$447,965FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$155,118,932TotalAmt
Program Services$130,565,356ProgramServicesAmt
Management And General$20,270,728ManagementAndGeneralAmt
Fundraising$4,282,848FundraisingAmt

Total Joint Costs TotalJointCostsGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$33,450,224BOYAmt
EOY$36,200,083EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,652,428BOYAmt
EOY$4,646,427EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,554,676BOYAmt
EOY$3,251,508EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$99,860BOYAmt
EOY$86,699EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$7,740,562BOYAmt
EOY$8,254,684EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$867,405BOYAmt
EOY$902,242EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,842,459BOYAmt
EOY$4,013,767EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$389,458,117LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$178,901,613LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$203,980,027BOYAmt
EOY$210,556,504EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$538,907,458BOYAmt
EOY$575,191,362EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$52,609,539BOYAmt
EOY$53,542,958EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$970,202BOYAmt
EOY$1,237,736EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,095,625BOYAmt
EOY$5,528,471EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$854,770,465BOYAmt
EOY$903,412,441EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$15,824,294BOYAmt
EOY$12,604,860EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,053,314BOYAmt
EOY$4,564,045EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$41,862,285BOYAmt
EOY$41,917,371EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$111,655,299BOYAmt
EOY$111,375,782EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$173,395,192BOYAmt
EOY$170,462,058EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$274,561,089BOYAmt
EOY$309,009,923EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$240,292,896BOYAmt
EOY$247,234,403EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$166,521,288BOYAmt
EOY$176,706,057EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$681,375,273BOYAmt
EOY$732,950,383EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$854,770,465BOYAmt
EOY$903,412,441EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$34,978,818ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$25,629,084NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$9,032,792OtherChangesInNetAssetsAmt
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$33,244,866CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,161,935CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$29,042,040CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$27,339,674CurrentTaxYearMinus1YearAmt
Current Tax Year$35,101,633CurrentTaxYearAmt
Total$152,890,148TotalAmt

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$33,244,866CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,161,935CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$29,042,040CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$27,339,674CurrentTaxYearMinus1YearAmt
Current Tax Year$35,101,633CurrentTaxYearAmt
Total$152,890,148TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$12,900,978SubstantialContributorsTotAmt
Public Support Total170$139,989,170PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,494,215CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,019,712CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,351,746CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,832,073CurrentTaxYearMinus1YearAmt
Current Tax Year$9,053,607CurrentTaxYearAmt
Total$39,751,353TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$123,641CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$158,382CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$282,023TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,106,143CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,451,051CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,517,168CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,474,364CurrentTaxYearMinus1YearAmt
Current Tax Year$1,410,312CurrentTaxYearAmt
Total$6,959,038TotalAmt
FieldValueIRS element (for citing)
Total Support$199,882,562TotalSupportAmt
Gross Receipts Rltd Activities$576,487,531GrossReceiptsRltdActivitiesAmt
Public Support CY1700.7004PublicSupportCY170Pct
Public Support PY1700.7122PublicSupportPY170Pct
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 - 1106143.0, COLUMN B - 1451051.0, COLUMN C - 1517168.0, COLUMN D - 1474364.0, COLUMN E - 1410312.0, COLUMN F - 6959038.0;ExplanationTxt

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held20DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held0FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$332,135DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$0FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$1,482,422DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$0FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$8,193,060DonorAdvisedFundsVlEOYAmt
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$352,506,000BeginningYearBalanceAmt
Contributions$9,610,000ContributionsAmt
Investment Earnings Or Losses$57,963,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$15,052,000GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$405,027,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.2646BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.7354PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$16,843,105OtherCostOrOtherBasisAmt
Book Value$16,843,105BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$294,075,311OtherCostOrOtherBasisAmt
Depreciation$133,342,396DepreciationAmt
Book Value$160,732,915BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,498,622OtherCostOrOtherBasisAmt
Depreciation$572,390DepreciationAmt
Book Value$1,926,232BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$59,755,590OtherCostOrOtherBasisAmt
Depreciation$39,368,369DepreciationAmt
Book Value$20,387,221BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$16,285,489OtherCostOrOtherBasisAmt
Depreciation$5,618,458DepreciationAmt
Book Value$10,667,031BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$210,556,504TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescPartnership InvestmentsDesc
Book Value$53,542,958BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$53,542,958TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
OBLIGATIONS UNDER ANNUITIES, SPLIT-INTRST AGREEMENTS, OTHER TRST BENEFICIARIES$92,381,595
DEPOSITS$1,088,738
INTEREST RATE SWAP AGREEMENT$3,951,233
ASSET RETIREMENT OBLIGATION$2,237,760
REFUNDABLE U.S. GOVERNMENT GRANTS FOR STUDENT LOANS$4,024,038
POSTRETIREMENT BENEFITS OBLIGATION$7,692,418
FieldValueIRS element (for citing)
Total Liability$111,375,782TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$184,442,536TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$25,629,084NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants$0RecoveriesPriorYearGrantsAmt
Other Revenue$836,720OtherRevenueAmt
Revenue Not Reported$26,465,804RevenueNotReportedAmt
Revenue Subtotal$157,976,732RevenueSubtotalAmt
Investment Expenses Not Incld$0InvestmentExpensesNotIncldAmt
Other Revenues Not Included$32,121,018OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$32,121,018RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$190,097,750TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$132,866,376TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$0DonatedServicesUseFcltsAmt
Prior Year Adjustments$0PriorYearAdjustmentsAmt
Losses Reported$0LossesReportedAmt
Other Expenses Included$9,868,462OtherExpensesIncludedAmt
Expenses Not Reported$9,868,462ExpensesNotReportedAmt
Expenses Subtotal$122,997,914ExpensesSubtotalAmt
Investment Expenses Not Incld2$0InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$32,121,018OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$32,121,018ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$155,118,932TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 Center. Visits to the museum are by appointment. Contact the Office Coordinator for the Biblical and Theological Studies Department at 630 752-5054. The Billy Graham Center Archives at Wheaton College is a major research collection of unpublished materials relating to North American, Protestant, nondenominational 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 BGC Archives is located on the third floor of the Billy Graham Center 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. On December 22, 2017, the President signed into law H.R. 1, originally known as the Tax Cuts and Jobs Act. The new law includes several provisions that result in substantial changes to the tax treatment of tax exempt organizations and their donors. The College has reviewed these provisions and the potential impact and concluded the enactment of H.R. 1 will not have a material effect on the operations of the organization. The College believes it has taken no uncertain tax positions as of June 30, 2018 or 2017.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990Bookstore Cost of Goods sold - 836720
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsScholarships - 32121018
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Change in the Value of Annuities - 8575048 Bookstore Cost of Goods Sold - 836720 Change in the Value of the Bond Swap - -1025727 Donor Advised Funds to Wheaton College - 909058 Donor Advised Funds to Other Charities - 573363
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsScholarships - 32121018

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 IX of the Education Amendments of 1972.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Program ServicesSTUDY/ HUMANITARIAN PROJECTS$179,449
East Asia and the Pacific00Program ServicesSTUDY/ HUMANITARIAN PROJECTS$58,552
Europe (Including Iceland and Greenland)00Program ServicesSTUDY/ HUMANITARIAN PROJECTS$337,549
Middle East and North Africa00Program ServicesSTUDY/ HUMANITARIAN PROJECTS$385,337
North America (Canada & Mexico only)00Program ServicesHUMANITARIAN PROJECTS$3,447
South America00Program ServicesSTUDY/ HUMANITARIAN PROJECTS$50,716
South Asia00Program ServicesHUMANITARIAN PROJECTS$14,029
Sub-Saharan Africa00Program ServicesSTUDY/ HUMANITARIAN PROJECTS$204,622
Central America and the Caribbean00Investments$16,732,060
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$17,965,761SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$17,965,761TotalSpentAmt
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
BRIDGES NFP
126 W LibertyWheatonIL60187231472482501(c)(3)$8,000General operating support/ DAF Distribution
CENTRAL PRESBYTERIAN CHURCH
593 Park AvenueProvinceNY10065131628154501(c)(3)$100,000Restore Campaign/ DAF Distribution
CHRISTIAN COMMUNICATIONS INC
9600 Bellaire BlvdHoustonTX77036363434855501(c)(3)$13,500Literature Distribution China/ DAF DistributionSuite 111
CITY REFORMED CHURCH
1661 North Farwell AveMilwaukeeWI53202396059688501(c)(3)$7,000General operating support/ DAF Distribution
COLLEGE CHURCH
332 E SeminaryWheatonIL60187362203929501(c)(3)$10,500Pioneer Clubs/ DAF Distribution
CORNERSTONE COMMUNITY CHURCH
3167 Frankford AvenuePhiladelphiaPA191343826233057681501(c)(3)$23,000General operating support/ DAF Distribution
COVENANT CHURCH OF NAPLES
6926 Trail BlvdNaplesFL34108591098689501(c)(3)$50,716Faith Promise Pledge/ Missions/ DAF Distribution
CROSSROADS COMMUNITY CHURCH
1N100 Gary AvenueCarol StreamIL60188364433881501(c)(3)$10,000Poured Out/ DAF Distribution
CAMPUS CRUSADE FOR CHRIST INC (CRU)
PO Box 628222OrlandoFL328628222956006173501(c)(3)$8,500Mission Support/ DAF Distribution
ELAM MINISTRIES
5755 North Point ParkwayAlpharettaGA30022582134253501(c)(3)$5,000General operating support/ DAF DistributionSuite 217
ESMI
2121 SW 3rd AveMiamiFL33129311633120501(c)(3)$42,000Church Plants Jeremie/ DAF DistributionSuite 601
GRACE PRESBYTERIAN OF THE NORTH SHORE
440 Ridge AvenueWinnetkaIL60093364416196501(c)(3)$50,000General operating support/ DAF Distribution
HOPE WORKS COMMUNITY DEVELOPMENT
6414 S Cottage Grove AveChicagoIL60637472715039501(c)(3)$10,000General operating support/ DAF Distribution
INTERVARSITY CHRISTIAN FELLOWSHIP
PO Bos 7895MadisonIL537077895362171714501(c)(3)$11,000Mission Support/ DAF Distribution
LEADERSHIP RESOURCES
12575 Ridgeland AvePalos HeightsIL60463362972097501(c)(3)$5,000Mission Support/ DAF Distribution
THE NAVIGATORS
PO Box 6000Colorado SpringsCO80934846007896501(c)(3)$7,200Mission Support/ DAF Distribution
OUTREACH COMMUNITY MINISTRIES
122 W Liberty DriveWheatonIL60187237265066501(c)(3)$16,500General operating support/ DAF Distribution
PEACHTREE PRESBYTERIAN CHURCH
3434 Roswell Road NWAtlantaGA30305580566210501(c)(3)$40,000Stewardship/ Missions/ Scholarship Fund/ DAF Distribution
PEPPERDINE UNIVERSITY
PO Box 353789MalibuCA902639698951644037501(c)(3)$5,500General operating support/ DAF Distribution
REFORMED UNIVERSITY MINISTRIES
PO Box 890004CharlotteNC28289581713181501(c)(3)$18,000Mission Support/ DAF Distribution
SIM USA
PO Box 7900CharlotteNC28242221936391501(c)(3)$5,000Mission Support/ DAF Distribution
SAMARITAN'S PURSE
PO Box 3000BooneNC28607581437002501(c)(3)$6,000General operating support/ DAF Distribution
VALLEY CHRISTIAN SCHOOL
2364 Huntingdon PikeHuntingdon ValleyPA19006030530126501(c)(3)$5,000Scholarships/ DAF Distribution
WHEATON BIBLE CHURCH
27W 500 North AvenueWest ChicagoIL60185362233546501(c)(3)$20,000General operating support/ DAF Distribution
WORLD VISION
PO Box 9716Federal WayWA980639716951922279501(c)(3)$7,500Capital City Club/ DAF Distribution
THE BECKET FUND
1200 New Hampshire Ave NWWashingtonDC20036521858532501 (C)(3)$10,000Support religious freedomSuite 700
FieldValueIRS element (for citing)
Total501c3 Org25Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIPS - Undergraduate - Merit Based136$8,396,614
SCHOLARSHIPS - Undergraduate - Need Based2019$20,759,648
SCHOLARSHIPS - Graduate - Merit Based59$2,069,845
SCHOLARSHIPS -Graduate - Need Based3$6,109
SCHOLARSHIPS45$888,802

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. 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 (12 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$364,957$0$0$0$6,274$0$39,600$0$135,033$0$545,864$0$0$0
Kirk D Farney
VP for Advancement and Alumni Relations$216,720$0$0$0$1,544$0$26,871$0$34,117$0$279,252$0$0$0
Margaret Diddams
Provost$200,478$0$0$0$1,376$0$23,312$0$41,787$0$266,953$0$0$0
Paul Chelsen
Vice President - Student Development$159,361$0$0$0$446$0$22,330$0$52,769$0$234,906$0$0$0
Dale Kemp
VP for Finance, Operations & Treasurer$240,828$0$0$0$2,541$0$81,462$0$27,049$0$351,880$0$0$0
Kenneth Larson
Investment Manager$167,403$0$0$0$1,255$0$14,131$0$73,530$0$256,319$0$0$0
Wendy Woodward
Chief Information Officer$155,891$0$0$0$473$0$12,941$0$15,626$0$184,931$0$0$0
David Iglesias
Associate Professor/Endowed Kvamme Chair$122,467$0$0$0$36,301$0$1,070$0$13,451$0$173,289$0$0$0
Dorothy Chappell
Dean , Natural & Social Sciences$141,421$0$0$0$4,228$0$11,525$0$8,129$0$165,303$0$0$0
Karen Tucker
Director of Human Resources$120,732$0$0$0$33,706$0$10,417$0$48,528$0$213,383$0$0$0
David Teune
Dir Gift Plan Svc/Legal Counsl$135,582$0$0$0$2,647$0$11,450$0$26,736$0$176,415$0$0$0
Edward Stetzer
Executive Director$126,934$0$0$0$29,111$0$10,913$0$37,773$0$204,731$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 one officer during the year and to three highest compensated employees. Such benefits were included in taxable income for all four 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 2017; 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 MortgageLoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$180,000OriginalPrincipalAmt
Balance Due$86,699BalanceDueAmt
DefaultfalseDefaultInd
Board Or Committee ApprovalYes (true)BoardOrCommitteeApprovalInd
Written AgreementYes (true)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$86,699TotalBalanceDueAmt

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

FieldValueIRS element (for citing)
Cash Grant$76,616CashGrantAmt
Type Of AssistanceEducational BenefitTypeOfAssistanceTxt
Assistance PurposeTuition discountAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Kenneth Larson
Key employee/ Investment manager$110,665Sister Karen Belling is the Director of Financial Aid at Wheaton Collegefalse
Kenneth Larson
Key employee/ Investment manager$19,394Spouse Laurel Larson is the CMCA coordinator for the Billy Graham Center for Evangelism.false
Jeffrey Meyer
Trustee$29,436Daughter-in-law Rebecca Meyer is a Ministry Associate in the Chaplain's Office at Wheaton College.false
Philip Hubbard
Trustee$60,589Son-in-law Adam Wood is an Assistant Professor in Philosophy at Wheaton College.false
Philip Ryken
President$70,429Brother-in-law Jeffrey Beaird is a network/systems engineer at Wheaton College.false
Steven Preston
Trustee$37,500Mr. Preston is also an officer in the Sunshine Gospel Ministry, from whom Wheaton College is leasing apartment and classroom space for the Wheaton-in-Chicago program.

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$176,664NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt

Boats And Planes BoatsAndPlanesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$3,700NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution126ContributionCnt
Noncash Contributions Rpt F990$7,030,574NoncashContributionsRptF990Amt
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 Rock4$11,000Market value
Yes (X)Musical Instruments5$16,850Cost
Yes (X)Artist Series Tickets62$4,006Cost
Yes (X)Gifts in Kind7$55,738Cost
Yes (X)Tools to Honey Rock1$1,947Replacement cost
FieldValueIRS element (for citing)
Form8283 Received4Form8283ReceivedCnt
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 - Artist Series Tickets Number of contributions Other - Gifts in Kind Number of contributions Boats and planes - Honey Rock Plus 3 snowmobiles Number of contributions Other - Tools to Honey Rock Number of contributionsExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services(Expenses $ 3,679,546 including grants of $ 494,916)(Revenue $ 9,377,024) 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 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 - -8575048; CHANGE IN THE VALUE OF THE BOND SWAP - 1025727; DONOR ADVISED FUNDS DISTRIBUTIONS TO OTHERS - -573363; DONOR ADVISED FUNDS DISTRIBUTIONS TO OPERATIONS - -909058; Net Fund Transfer - Related Organization - -1050;

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 IWHEATON 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$60,130$3,312,1450.9968Yes (true)
Charitable Remainder Trust (145)
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 OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BILLY GRAHAM CENTER
C$391,226GENERAL LEDGER
BILLY GRAHAM CENTER
N$1,121,521ALLOCATION BASED ON SQUARE FOOTAGE
WHEATON COLLEGE TRUST COMPANY NA
A$44,523BASED ON SQUARE FOOTAGE PLUS OVERHEAD
WHEATON COLLEGE TRUST COMPANY NA
M$823,480MARKET VALUE OF THE TRUST ASSETS
WHEATON COLLEGE TRUST COMPANY NA
O$693,186ALLOCATION BASED ON THE NUMBER OF TRUSTS