WESLEYAN UNIVERSITY: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: WESLEYAN UNIVERSITY (EIN 06-0646959)
Tax period: 2016-07-01 to 2017-06-30
Filed: 2018-05-11
IRS object ID: 201801319349302825
Schema version: 2016v3.1
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule E
Schedule F
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-05-11T13:06:40-05:00	ReturnTs
Tax Period End	2017-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KPMG LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	60 South Street	AddressLine1Txt
City	Boston	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02111	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2016-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	060646959	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WESLEYAN UNIVERSITY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% WESLEYAN UNIVERSITY	InCareOfNm
Business Name Control	WESL	BusinessNameControlTxt
Phone	8606852000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	237 HIGH STREET NORTH COLLEGE	AddressLine1Txt
City	MIDDLETOWN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06459	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	NATHAN PETERS	PersonNm
Person Title	VP FOR FINANCE & ADMIN	PersonTitleTxt
Phone	8606852000	PhoneNum
Signature	2018-05-09	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SHY JOSEPH	PreparerPersonNm
PTIN	P01085371	PTIN
Phone	6179881000	PhoneNum
Preparation	2018-05-04	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	167.68.102.5	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	04502320181315000022	FederalOriginalSubmissionId
Federal Original Submission Id	2018-05-11	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	9FBD12A1F9FD10DF656D04307E23104EC64D8583	AtSubmissionCreationDeviceId
At Submission Filing Device Id	7B5190DACD7950FB62E11B317DAE60956DD6A6E7	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	MICHAEL ROTH	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	237 HIGH STREET	AddressLine1Txt
City	MIDDLETOWN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06459	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$633,128,444	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.WESLEYAN.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1831	FormationYr
Legal Domicile State	CT	LegalDomicileStateCd
Activity Or Mission	WESLEYAN UNIVERSITY IS DEDICATED TO PROVIDING AN EDUCATION IN LIBERAL ARTS BY BUILDING A DIVERSE, ENERGETIC COMMUNITY OF STUDENTS, FACULTY, AND STAFF. SEE SCHEDULE O.	ActivityOrMissionDesc
Voting Members Governing Body	33	VotingMembersGoverningBodyCnt
Voting Members Independent	31	VotingMembersIndependentCnt
Total Employee	3911	TotalEmployeeCnt
Total Volunteers	1138	TotalVolunteersCnt
Total Gross UBI	-$544,770	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$1,951,547	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$55,323,000	PYContributionsGrantsAmt
CY Contributions Grants	$63,726,080	CYContributionsGrantsAmt
PY Program Service Revenue	$195,725,000	PYProgramServiceRevenueAmt
CY Program Service Revenue	$205,921,000	CYProgramServiceRevenueAmt
PY Investment Income	$27,034,000	PYInvestmentIncomeAmt
CY Investment Income	$38,729,819	CYInvestmentIncomeAmt
PY Other Revenue	$4,900,000	PYOtherRevenueAmt
CY Other Revenue	$8,716,101	CYOtherRevenueAmt
PY Total Revenue	$282,982,000	PYTotalRevenueAmt
CY Total Revenue	$317,093,000	CYTotalRevenueAmt
PY Grants And Similar Paid	$55,077,818	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$56,310,813	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$117,174,429	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$122,355,734	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$9,972,091	CYTotalFundraisingExpenseAmt
PY Other Expenses	$87,253,753	PYOtherExpensesAmt
CY Other Expenses	$91,809,453	CYOtherExpensesAmt
PY Total Expenses	$259,506,000	PYTotalExpensesAmt
CY Total Expenses	$270,476,000	CYTotalExpensesAmt
PY Revenues Less Expenses	$23,476,000	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$46,617,000	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,267,936,000	TotalAssetsBOYAmt
Total Assets EOY	$1,402,849,000	TotalAssetsEOYAmt
Total Liabilities BOY	$350,938,000	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$355,108,000	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$916,998,000	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,047,741,000	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	WESLEYAN UNIVERSITY IS DEDICATED TO PROVIDING AN EDUCATION IN LIBERAL ARTS BY BUILDING A DIVERSE, ENERGETIC COMMUNITY OF STUDENTS, FACULTY, AND STAFF WHO VALUE INDEPENDENCE OF MIND AND GENEROSITY OF SPIRIT. SEE ADDITIONAL DESCRIPTION IN SCHEDULE O.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$169,410,000	ExpenseAmt
Grant	$56,278,000	GrantAmt
Revenue	$159,842,000	RevenueAmt
Desc	INSTRUCTION AND RESEARCH WESLEYAN UNIVERSITY OFFERS INSTRUCTION IN 45 DEPARTMENTS, 45 MAJOR FIELDS OF STUDY, 17 MINOR FIELDS OF STUDY, AND 12 CERTIFICATES OF STUDY, AND AWARDS THE BACHELOR OF ARTS AND GRADUATE DEGREES. THE MASTER OF ARTS DEGREE AND THE DOCTOR OF PHILOSOPHY ARE REGULARLY AWARDED IN SIX FIELDS OF STUDY. STUDENTS MAY CHOOSE FROM MORE THAN 1000 COURSES EACH YEAR AND MAY BE COUNTED UPON TO DEVISE, WITH THE FACULTY, SOME 800 INDIVIDUAL TUTORIALS AND LESSONS. PLEASE SEE SCHEDULE O FOR DETAIL.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$47,381,000	ExpenseAmt
Revenue	$46,079,000	RevenueAmt
Desc	AUXILIARY SERVICES AND OTHER AUXILIARY SERVICES INCLUDE THE COSTS OF ROOM AND BOARD FOR APPROXIMATELY 3,000 STUDENTS RESIDING ON A 311 ACRE CAMPUS. THERE ARE 8 RESIDENCE HALLS, 7 APARTMENT COMPLEXES AND OVER 25 PROGRAM HOUSES IN ADDITION TO OVER 140 HOUSE UNITS ON CAMPUS FOR UPPER-CLASS STUDENTS. WORKING IN PARTNERSHIP WITH STUDENTS AND COLLABORATIVELY WITH OTHER MEMBERS OF THE WESLEYAN COMMUNITY, THE OFFICE OF RESIDENTIAL LIFE STRIVES TO PROVIDE A SAFE AND SUPPORTIVE RESIDENTIAL ENVIRONMENT WHICH COMPLEMENTS AND EXTENDS STUDENTS' EDUCATIONAL EXPERIENCE. PLEASE SEE SCHEDULE O FOR DETAIL.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$11,175,000	ExpenseAmt
Desc	LIBRARIES LIBRARY EXPENSES INCLUDE ACQUISITION OF BOOKS, PERIODICALS AND OTHER MATERIALS, COMPENSATION OF STAFF, AND OTHER EXPENDITURES IN SUPPORT OF THE LIBRARY. PLEASE SEE SCHEDULE O FOR DETAIL.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$502,772	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$32,813	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$8,428,210	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$228,468,772	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	Yes (true)	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (true)	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	762	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	3911	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	FR	ForeignCountryCd
Foreign Country	GM	ForeignCountryCd
Foreign Country	IT	ForeignCountryCd
Foreign Country	SP	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	33	GoverningBodyVotingMembersCnt
Independent Voting Member	31	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	WESLEYAN UNIVERSITY	PersonNm
Phone	8606852000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	237 HIGH STREET	AddressLine1Txt
City	MIDDLETOWN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06459	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (53 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
MICHAEL S ROTH
PRESIDENT AND TRUSTEE	38.0	0.0	Yes (X)	Yes (X)	$663,334	$0	$453,363
LEO Y AU
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
CARLTON B BARNSWELL
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
PHOEBE C BOYER
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
ANDREW M BRANDON-GRODON
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
MARC N CASPER
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
MARCUS B CHUNG
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
DAVID G DAVENPORT
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
DIANA FARRELL
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
JOHN B FRANK
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
KAREN J FREEDMAN
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
MICHAEL T FRIES
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
ANNE S GOLDRACH
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
IRMA V GONZALEZ
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
JOHN H HALL
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
DARRYL B HAZEL
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
EDWARD J HEFFERMAN
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
SAEYUN D LEE
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
DOUGLAS T LINDE
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
DONNA S MOREA
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
MARC O NACHMANN
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
KENNEDY OWITI ODEDE
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
ROBERT A PRUZAN
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
HONG QU
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
PHILIP J RAUCH
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
DAVID L RESNICK
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
MUZZY ROSENBLATT
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
ELIZABETH H SCHMIDT
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
JEFFREY L SHAMES
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
HAROLD R SOGARD
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
ADAM USDAN
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
ALFORD A YOUNG JR
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
DONNA S ZILKHA
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
NATHAN DAVID PETERS
VP FOR FINANCE & ADMIN	38.0	0.0		Yes (X)	$283,637	$0	$73,403
DAVID STUART WINAKOR
GENERAL COUNSEL/SECRETARY	38.0	0.0		Yes (X)	$226,253	$0	$105,507
JOYCE JACOBSEN
PROVOST AND VICE PRESIDENT	38.0	0.0			$246,003	$0	$65,772	Yes (X)
DAVE BAIRD
VICE PRESIDENT OF IT/CIO	38.0	0.0			$191,455	$0	$58,355	Yes (X)
ANTONIO FARIAS
VP FOR EQUITY AND INCLUSION	38.0	0.0			$157,587	$0	$47,983	Yes (X)
ANNE MARTIN
CHIEF INVESTMENT OFFICER	38.0	0.0			$717,137	$0	$132,921	Yes (X)
NANCY HARGRAVE MEISLAHN
DAED ADMISSION/FINANCIAL AID	38.0	0.0			$213,586	$0	$64,669	Yes (X)
KEY L NUTTALL
CHIEF COMMUNICATIONS OFFICER	38.0	0.0			$209,148	$0	$75,046	Yes (X)
MICHAEL J WHALEY
VP FOR STUDENT AFFAIRS	38.0	0.0			$177,191	$0	$51,613	Yes (X)
BARBARA-JAN WILSON
VP FOR UNIVERSITY RELATIONS	38.0	0.0			$304,505	$0	$68,710	Yes (X)
JEANINE D BASINGER
PROFESSOR	38.0	0.0			$272,878	$0	$62,960		Yes (X)
LAUREN CALDWELL
PROFESSOR	38.0	0.0			$244,386	$0	$35,855		Yes (X)
LISA C DIERKER
PROFESSOR	38.0	0.0			$261,183	$0	$79,347		Yes (X)
NATHANAEL GREENE
PROFESSOR	38.0	0.0			$222,073	$0	$46,462		Yes (X)
JOHN C MEERTS
FORMER VP FIN & ADMIN	38.0	0.0			$319,513	$0	$48,061		Yes (X)
LAURA B GRABEL
PROFESSOR	38.0	0.0			$197,988	$0	$86,880			Yes (X)
J DONALD MOON
PROFESSOR	38.0	0.0			$193,591	$0	$67,751			Yes (X)
ROB ROSENTHAL
FORMER PROVOST & VP ACAD. AFF.	38.0	0.0			$177,573	$0	$32,690			Yes (X)
ANDREW SZEGEDY-MASZAK
FORMER PROF/CHAIR FACULTY	38.0	0.0			$178,585	$0	$55,955			Yes (X)
RUTH STRIEGEL WEISSMAN
FORMER PROVOST & VP ACAD. AFF.	38.0	0.0			$184,176	$0	$65,791			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$5,641,782	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,779,094	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	222	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
SUN SERVICES LLC
25 CONTROLS DRIVE	SHELTON	CT	06484	CLEANING	$3,106,791
KPMG LLP
PO BOX 120001	DALLAS	TX	75312	ACCOUNTING	$253,500
NUTMEG PAINTING SERVICES
185 HILLCREST AVENUE	NEW BRITAIN	CT	05053	PAINTING SERVICES	$252,215
CONIFER ASSET SOLUTIONS LLC
767 THIRD AVENUE	NEW YORK	NY	10017	INVESTMENT MGMT	$242,584
NEWMAN ARCHITECTS PC
300 YORK STREET	NEW HAVEN	CT	06511	ARCHITECT	$214,153

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	5	CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIII	Yes (X)	InfoInScheduleOPartVIIIInd
Fundraising	$6,080	FundraisingAmt
Government Grants	$6,818,000	GovernmentGrantsAmt
All Other Contributions	$56,902,000	AllOtherContributionsAmt
Noncash Contributions	$13,487,798	NoncashContributionsAmt
Total Contributions	$63,726,080	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES	611710	$159,842,000	$159,842,000
AUXILIARY SERVICES	611710	$46,079,000	$46,079,000

Field	Value	IRS element (for citing)
Total Program Service Revenue	$205,921,000	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,840,000	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$544,770	UnrelatedBusinessRevenueAmt
Exclusion	$2,384,770	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,000	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$7,000	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$351,844,000	SecuritiesAmt
Other	$325,330	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$315,222,000	SecuritiesAmt
Other	$57,511	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$36,622,000	SecuritiesAmt
Other	$267,819	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$36,889,819	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$36,889,819	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$4,970	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$6,080	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$9,079	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$4,109	TotalRevenueColumnAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	-$4,109	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

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

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$1,031,854	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$746,854	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$285,000	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$285,000	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER REVENUE	Desc
Business	531390	BusinessCd
Total Revenue Column	$8,428,210	TotalRevenueColumnAmt
Related Or Exempt Func Income	$8,428,210	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$8,428,210	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$317,093,000	TotalRevenueColumnAmt
Related Or Exempt Func Income	$214,349,210	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$544,770	UnrelatedBusinessRevenueAmt
Exclusion	$39,562,480	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$32,813	TotalAmt
Program Services	$32,813	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$53,226,276	TotalAmt
Program Services	$53,226,276	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$3,051,724	TotalAmt
Program Services	$3,051,724	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$4,386,640	TotalAmt
Program Services	$1,108,515	ProgramServicesAmt
Management And General	$2,619,486	ManagementAndGeneralAmt
Fundraising	$658,639	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$673,348	TotalAmt
Program Services	$673,348	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$89,479,845	TotalAmt
Program Services	$73,642,474	ProgramServicesAmt
Management And General	$11,499,618	ManagementAndGeneralAmt
Fundraising	$4,337,753	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$7,949,000	TotalAmt
Program Services	$6,380,573	ProgramServicesAmt
Management And General	$1,152,992	ManagementAndGeneralAmt
Fundraising	$415,435	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$13,400,670	TotalAmt
Program Services	$11,218,287	ProgramServicesAmt
Management And General	$1,537,530	ManagementAndGeneralAmt
Fundraising	$644,853	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$6,466,231	TotalAmt
Program Services	$5,177,717	ProgramServicesAmt
Management And General	$925,815	ManagementAndGeneralAmt
Fundraising	$362,699	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$7,229,034	TotalAmt
Program Services	$4,926,147	ProgramServicesAmt
Management And General	$1,935,391	ManagementAndGeneralAmt
Fundraising	$367,496	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$764,837	TotalAmt
Program Services	$58,592	ProgramServicesAmt
Management And General	$701,584	ManagementAndGeneralAmt
Fundraising	$4,661	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$238,500	TotalAmt
Management And General	$238,500	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$2,686,000	TotalAmt
Management And General	$2,686,000	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$81,870	TotalAmt
Program Services	$73,014	ProgramServicesAmt
Management And General	$1,741	ManagementAndGeneralAmt
Fundraising	$7,115	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$5,722,939	TotalAmt
Program Services	$5,398,221	ProgramServicesAmt
Management And General	$205,672	ManagementAndGeneralAmt
Fundraising	$119,046	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,011,013	TotalAmt
Program Services	$5,786,561	ProgramServicesAmt
Management And General	$793,377	ManagementAndGeneralAmt
Fundraising	$431,075	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$2,277,009	TotalAmt
Program Services	$1,009,875	ProgramServicesAmt
Management And General	$1,206,799	ManagementAndGeneralAmt
Fundraising	$60,335	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$11,080,595	TotalAmt
Program Services	$8,344,587	ProgramServicesAmt
Management And General	$1,838,068	ManagementAndGeneralAmt
Fundraising	$897,940	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$3,466,552	TotalAmt
Program Services	$2,899,982	ProgramServicesAmt
Management And General	$296,433	ManagementAndGeneralAmt
Fundraising	$270,137	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$273,115	TotalAmt
Program Services	$202,414	ProgramServicesAmt
Management And General	$61,087	ManagementAndGeneralAmt
Fundraising	$9,614	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$12,561,000	TotalAmt
Program Services	$11,430,510	ProgramServicesAmt
Management And General	$816,465	ManagementAndGeneralAmt
Fundraising	$314,025	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$10,261,000	TotalAmt
Program Services	$9,337,510	ProgramServicesAmt
Management And General	$666,965	ManagementAndGeneralAmt
Fundraising	$256,525	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$809,092	TotalAmt
Management And General	$809,092	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
DINING	$14,582,487	$14,582,487
FOREIGN PROGRAM	$5,213,923	$5,213,923
FELLOWSHIPS	$2,734,401	$2,734,401
MISCELLANEOUS	$4,816,086	$1,958,821	$2,042,522	$814,743

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$270,476,000	TotalAmt
Program Services	$228,468,772	ProgramServicesAmt
Management And General	$32,035,137	ManagementAndGeneralAmt
Fundraising	$9,972,091	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$13,137,000	BOYAmt
EOY	$14,308,000	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$98,097,000	BOYAmt
EOY	$52,527,000	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$31,545,000	BOYAmt
EOY	$23,052,000	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$897,000	BOYAmt
EOY	$1,036,000	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$6,695,000	BOYAmt
EOY	$5,763,000	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$563,000	BOYAmt
EOY	$986,000	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$844,000	BOYAmt
EOY	$1,193,000	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$570,006,000	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$243,315,000	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$313,625,000	BOYAmt
EOY	$326,691,000	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$524,387,000	BOYAmt
EOY	$635,430,000	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$274,031,000	BOYAmt
EOY	$338,147,000	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$4,115,000	BOYAmt
EOY	$3,716,000	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,267,936,000	BOYAmt
EOY	$1,402,849,000	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$15,374,000	BOYAmt
EOY	$18,032,000	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$2,939,000	BOYAmt
EOY	$2,824,000	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$20,105,000	BOYAmt
EOY	$20,105,000	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$264,397,000	BOYAmt
EOY	$250,000,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$48,123,000	BOYAmt
EOY	$64,147,000	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$350,938,000	BOYAmt
EOY	$355,108,000	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$301,496,000	BOYAmt
EOY	$348,858,000	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$311,203,000	BOYAmt
EOY	$359,117,000	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$304,299,000	BOYAmt
EOY	$339,766,000	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$916,998,000	BOYAmt
EOY	$1,047,741,000	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,267,936,000	BOYAmt
EOY	$1,402,849,000	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$46,617,000	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$83,916,000	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$210,000	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$45,494,783	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$48,735,692	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$41,805,610	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$55,323,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$63,726,080	CurrentTaxYearAmt
Total	$255,085,165	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$45,494,783	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$48,735,692	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$41,805,610	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$55,323,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$63,726,080	CurrentTaxYearAmt
Total	$255,085,165	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$18,071,300	SubstantialContributorsTotAmt
Public Support Total170	$237,013,865	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,213,885	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,632,693	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,897,534	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,972,643	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,391,770	CurrentTaxYearAmt
Total	$9,108,525	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,383,000	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$205,020	CurrentTaxYearMinus3YearsAmt
Total	$1,588,020	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,376,423	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$981,566	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,076,854	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$850,654	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,031,854	CurrentTaxYearAmt
Total	$5,317,351	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$271,099,061	TotalSupportAmt
Gross Receipts Rltd Activities	$1,008,243,858	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.87427	PublicSupportCY170Pct
Public Support PY170	0.90710	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Historic Land Area	Yes (X)	HistoricLandAreaInd
Historic Structure	Yes (X)	HistoricStructureInd
Total Easements	2	TotalEasementsCnt
Total Acreage	10.00	TotalAcreageCnt
Historic Structure Easements	2	HistoricStructureEasementsCnt
States Easements Held	1	StatesEasementsHeldCnt
Written Policy Monitoring	Yes (true)	WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement	7.50	StaffHoursSpentEnforcementCnt

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$680,600	RevenuesIncludedAmt
Assets Included	$11,001,594	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Held Works Art		HeldWorksArtGrp
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$802,204,000	BeginningYearBalanceAmt
Contributions	$82,777,000	ContributionsAmt
Investment Earnings Or Losses	$118,754,000	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$8,142,067	GrantsOrScholarshipsAmt
Other Expenditures	$28,415,933	OtherExpendituresAmt
End Year Balance	$967,177,000	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$838,774,000	BeginningYearBalanceAmt
Contributions	$27,065,000	ContributionsAmt
Investment Earnings Or Losses	-$29,466,000	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$7,315,000	GrantsOrScholarshipsAmt
Other Expenditures	$26,854,000	OtherExpendituresAmt
End Year Balance	$802,204,000	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$793,334,000	BeginningYearBalanceAmt
Contributions	$28,526,000	ContributionsAmt
Investment Earnings Or Losses	$48,532,000	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$6,638,252	GrantsOrScholarshipsAmt
Other Expenditures	$24,979,748	OtherExpendituresAmt
End Year Balance	$838,774,000	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$688,643,000	BeginningYearBalanceAmt
Contributions	$28,269,000	ContributionsAmt
Investment Earnings Or Losses	$106,454,000	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$6,146,143	GrantsOrScholarshipsAmt
Other Expenditures	$23,885,857	OtherExpendituresAmt
End Year Balance	$793,334,000	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$616,195,000	BeginningYearBalanceAmt
Contributions	$33,587,000	ContributionsAmt
Investment Earnings Or Losses	$67,246,000	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,551,705	GrantsOrScholarshipsAmt
Other Expenditures	$22,833,295	OtherExpendituresAmt
End Year Balance	$688,643,000	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.30000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.33000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.37000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$34,271,000	OtherCostOrOtherBasisAmt
Book Value	$34,271,000	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$421,002,000	OtherCostOrOtherBasisAmt
Depreciation	$150,549,000	DepreciationAmt
Book Value	$270,453,000	BookValueAmt

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovementsGrp

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$112,783,000	OtherCostOrOtherBasisAmt
Depreciation	$92,766,000	DepreciationAmt
Book Value	$20,017,000	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,950,000	OtherCostOrOtherBasisAmt
Book Value	$1,950,000	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$326,691,000	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
REAL ASSETS	$131,734,000	F
PRIVATE EQUITY	$206,413,000	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$338,147,000	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDesc	AmtAmt
TERM LOANS	$13,670,000
LIABILITIES RELATED TO INVESTMENTS	$4,131,000
CHARITABLE REMAINDER TRUSTS	$9,866,000
POST RETIREMENT BENEFITS	$21,429,000
PERKINS LOAN PROGRAM	$4,783,000
ASSET RETIREMENT OBLIGATION	$12,713,000
BOND PREMIUM	-$2,445,000

Field	Value	IRS element (for citing)
Total Liability	$64,147,000	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$398,533,000	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$83,916,000	NetUnrealizedGainsInvstAmt
Other Revenue	$210,000	OtherRevenueAmt
Revenue Not Reported	$84,126,000	RevenueNotReportedAmt
Revenue Subtotal	$314,407,000	RevenueSubtotalAmt
Investment Expenses Not Incld	$2,686,000	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$2,686,000	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$317,093,000	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$267,790,000	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$267,790,000	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$2,686,000	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$2,686,000	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$270,476,000	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
CONSERVATION EASEMENTS	PART II, LINE 9 WESLEYAN UNIVERSITY DOES NOT OWN ANY PROPERTY ENCUMBERED BY A CONSERVATION EASEMENT. HOWEVER, THE LONG LANE PARCEL IS CURRENTLY UNDER THE TRANSFER ACT AGREEMENT WITH CT DEP PERTAINING TO REMEDIATED SOIL PILES, EXCAVATIONS AND IMPACTED WETLANDS, WHICH ARE PROTECTED UNDER LOCAL AND STATE REGULATIONS AND HAVE A WRITTEN MANAGEMENT PLAN WHICH PROVIDES A POLICY FOR PROTECTING THE AREAS INCLUDING THE PERIODIC MONITORING, INSPECTION, AND ENFORCEMENT OF THE SITE. REGARDING HISTORIC BUILDINGS, THE CITY OF MIDDLETOWN DESIGN PRESERVATION AND REVIEW BOARD (DRPB) REVIEWS PROPOSED RENOVATIONS TO ALL HISTORIC STRUCTURES IN CERTAIN DISTRICTS, WHICH INCLUDES WESLEYAN'S CAMPUS. THE DRPB THEN MAKES RECOMMENDATIONS TO THE MIDDLETOWN DIRECTOR OF PLANNING FOR SUCH RENOVATIONS. WESLEYAN POLICY REQUIRES OUR CONTRACTED ARCHITECTS, ENGINEERS AND CONTRACTORS TO COMPLY WITH ALL LOCAL, STATE AND FEDERAL REGULATIONS ON EVERY PROJECT. CONTRACTS FOR DESIGN SERVICES IN HISTORIC BUILDINGS REQUIRE THAT THE ARCHITECT AND WESLEYAN SUBMIT PROPOSED RENOVATION PLANS TO THE CITY OF MIDDLETOWN AND THE DRPB AS REQUIRED BY ZONING LAW.
ORGANIZATIONS COLLECTIONS OF ARTS	PART III, LINE 4 THE UNIVERSITY MAINTAINS WORKS OF ART IN THE DAVISON ART CENTER (DAC), OLIN LIBRARY, SCIENCE LIBRARY AND ARCHIVES. WESLEYAN STUDENTS IN MANY DEPARTMENTS USE THE DAC COLLECTION FOR CLASS ASSIGNMENTS OR VIEWINGS, AS WELL AS FOR INDIVIDUAL RESEARCH PROJECTS WITH UNIVERSITY FACULTY, AND THE MUSEUM ALSO ENCOURAGES TEACHING AND LEARNING FROM OBJECTS IN A WIDE RANGE OF OTHER WAYS. THE LIBRARY MAINTAINS SPECIAL COLLECTIONS AND ARCHIVES, WHICH INCLUDES AROUND 25,000 RARE BOOKS AND COLLECTIONS THAT SERVE TO STIMULATE UNDERGRADUATE MINDS ABOUT THE PAST, OFFER LABORATORY MATERIALS IN THE HUMANITIES, AND PROVIDE SOME PREPARATION FOR ADVANCED SCHOLARSHIP.
ENDOWMENT FUNDS	PART V, LINE 4 THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 1,300 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE UNIVERSITY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. THE UNIVERSITY FOLLOWS A SPENDING POLICY KNOWN AS THE TOBIN SPENDING RULE, NAMED FOR JAMES TOBIN, RECIPIENT OF THE 1971 NOBEL PRIZE IN ECONOMICS. THIS RULE SETS THE ANNUAL DISTRIBUTION USING A QUANTITATIVE FORMULA THAT COMBINES ELEMENTS OF STABILITY AND MARKET CONDITIONS. THE UNIVERSITY'S ENDOWMENT SPENDING IS 70% BASED ON THE PRIOR YEAR'S SPENDING PLUS INFLATION (MEASURED BY THE HIGHER EDUCATION PRICE INDEX (HEPI) AS OF JUNE 30 OF THE PAST FISCAL YEAR) AND 30% FROM 4.5% OF THE MARKET VALUE OF ENDOWMENT AS OF JUNE 30 OF THE PREVIOUS FISCAL YEAR. ABOUT 84% OF THE PERMANENTLY RESTRICTED NET ASSETS CONSIST OF THOSE FOR WHICH INCOME IS RESTRICTED TO FINANCIAL AID, INSTRUCTION AND RESEARCH.
UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740)	PART X, LINE 2 THE UNIVERSITY IS GENERALLY EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(A), AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). THE UNIVERSITY ASSESSES UNCERTAIN TAX POSITIONS AND DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS.
OTHER REVENUE INCLUDED IN AFS NOT IN FORM 990	PART XI, LINE 2D POSTRETIREMENT BENEFIT OBLIGATION CHANGES 1,154,000 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS (944,000) ----------- TOTAL 210,000

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (true)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (true)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (true)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (true)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (true)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (true)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (true)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	false	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	false	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	false	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	false	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	false	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	false	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	false	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	false	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (true)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	false	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (true)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE E, LINE 3	THE NONDISCRIMINATORY POLICY IS PROMINENTLY DISPLAYED ON ADVERTISEMENTS FOR EMPLOYMENT THAT APPEAR IN NEWSPAPERS AND THE INTERNET. IT ALSO APPEARS IN ADMISSIONS CATALOGUES, EMPLOYMENT APPLICATIONS AND EMPLOYEE AND FACULTY HANDBOOKS.
SCHEDULE E, LINE 6A	THE UNIVERSITY RECEIVES AWARDS FROM THE DEPARTMENT OF EDUCATION TO BE USED FOR STUDENT FINANCIAL ASSISTANCE. IT ALSO RECEIVES VARIOUS RESEARCH AND DEVELOPMENT GRANTS PRIMARILY FROM THE NATIONAL SCIENCE FOUNDATION AND DEPARTMENT OF HEALTH AND HUMAN SERVICES.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)	Program Services	STDY ABR/RSRCH/RCRT	$4,529,220
Central America and the Caribbean	Program Services	STDY ABR/RSRCH/RCRT	$46,523
East Asia and the Pacific	Program Services	STDY ABR/RSRCH/RCRT	$613,225
Middle East and North Africa	Program Services	STDY ABR/RSRCH/RCRT	$134,392
North America	Program Services	STDY ABR/RSRCH/RCRT	$15,505
Russia and the Newly Independent States	Program Services	STDY ABR/RSRCH/RCRT	$808
South America	Program Services	STDY ABR/RSRCH/RCRT	$224,948
South Asia	Program Services	STDY ABR/RSRCH/RCRT	$107,383
Sub-Saharan Africa	Program Services	STDY ABR/RSRCH/RCRT	$122,291
Central America and the Caribbean	Program Services	INVESTMENTS	$268,432,161
Europe (Including Iceland and Greenland)	Program Services	INVESTMENTS	$2,133,530

Field	Value	IRS element (for citing)
Subtotal Spent	$276,359,986	SubtotalSpentAmt
Total Spent	$276,359,986	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
STUDY ABROAD/FIN AID	Europe (Including Iceland and Greenland)	48	$1,956,986
STUDY ABROAD/FIN AID	East Asia and the Pacific	12	$518,716
STUDY ABROAD/FIN AID	South America	7	$206,361
STUDY ABROAD/FIN AID	Sub-Saharan Africa	3	$112,862
STUDY ABROAD/FIN AID	Middle East and North Africa	3	$117,646
STUDY ABROAD/FIN AID	South Asia	3	$93,726
STUDY ABROAD/FIN AID	Central America and the Caribbean	1	$45,427

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	Yes (true)	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

MONITORING THE USE OF GRANT FUNDS

PART I, LINE 2 STUDENTS ATTEND APPROVED STUDY ABROAD PROGRAMS AND RECEIVE WESLEYAN CREDIT. PROGRAMS ARE APPROVED BASED ON A REVIEW BY A FACULTY COMMITTEE. ONCE THE PROGRAM IS APPROVED, THE OFFICE OF INTERNATIONAL STUDIES, IN CONJUNCTION WITH THE FINANCE OFFICE, FACILITATES PAYMENT AND FINANCIAL AID TO THE HOST SCHOOL. AFTER A STUDENT COMPLETES THE PROGRAM, THEY FILL OUT AN EVALUATION OF THE PROGRAM AND AN OFFICIAL TRANSCRIPT IS PRESENTED TO THE UNIVERSITY FROM THE PROGRAM.

STUDY ABROAD GRANTS

PART III, COLUMN E FINANCIAL AID IS DETERMINED BASED ON A NEEDS ANALYSIS AND APPLIED TO STUDENT CHARGES THAT SUPPORT THE COST OF ATTENDANCE. STUDENT CHARGES ARE USED IN SUPPORTING THE UNIVERSITY'S MISSION. WESLEYAN ALTERNATES RUNNING FOREIGN PROGRAMS WITH VASSAR COLLEGE AND WELLESLEY COLLEGE IN SPAIN, ITALY, AND FRANCE. DURING FISCAL YEAR 2017, WESLEYAN RAN THE ITALY AND FRANCE PROGRAMS, SO EXPENSES IN THAT REGION WERE HIGHER THAN THE PRIOR YEARS WHEN OTHER CONSORTIA SCHOOLS WERE RUNNING THE PROGRAMS.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CITY OF MIDDLETOWN	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	245 DEKOVEN DRIVE	AddressLine1Txt
City	MIDDLETOWN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06457	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	066001872	RecipientEIN
IRC Section	170(B)(1)(A)(V)	IRCSectionDesc
Cash Grant	$32,813	CashGrantAmt
Purpose Of Grant	UNRESTRICTED	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt

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

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
SEOG	263	$739,000
CT STATE GRANTS	8	$177,750
FREEMAN SCHOLARSHIP	43	$71,573
TUITION REMISSION	163	$4,379,000
UNIVERSITY SCHOLARSHIP	1235	$47,858,953

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
MONITORING THE USE OF GRANT FUNDS	PART I, LINE 2 GRANTS TO ORGANIZATIONS IN THE U.S. THE UNIVERSITY MAY MAKE DONATIONS TO SUPPORT ITS TOWN OR NON-PROFIT ORGANIZATIONS. IN THESE INSTANCES, THE UNIVERSITY GENERALLY DOES NOT MONITOR THE ULTIMATE USE OF THE FUNDS AS THESE AMOUNTS ARE RESTRICTED GRANTS TO MUNICIPALITIES OR ORGANIZATIONS THAT ARE RECOGNIZED AS BEING DESCRIBED IN INTERNAL REVENUE CODE SECTION 501(C).
GRANTS TO INDIVIDUALS IN THE U.S.	FINANCIAL AID IS DETERMINED BASED ON A NEEDS ANALYSIS AND APPLIED TO STUDENT CHARGES THAT SUPPORT COST OF ATTENDANCE. STUDENT CHARGES ARE USED IN SUPPORT OF THE UNIVERSITY'S MISSION.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MICHAEL S ROTH
PRESIDENT AND TRUSTEE	$554,984	$0	$100,000	$0	$8,350	$0	$341,793	$0	$111,570	$0	$1,116,697	$0	$0	$0
JOYCE JACOBSEN
PROVOST AND VICE PRESIDENT	$246,003	$0	$0	$0	$0	$0	$22,960	$0	$42,812	$0	$311,775	$0	$0	$0
NATHAN DAVID PETERS
VP FOR FINANCE & ADMIN	$246,456	$0	$25,000	$0	$12,181	$0	$23,386	$0	$50,017	$0	$357,040	$0	$0	$0
JEANINE D BASINGER
PROFESSOR	$221,989	$0	$25	$0	$50,864	$0	$24,085	$0	$38,875	$0	$335,838	$0	$0	$0
LAUREN CALDWELL
PROFESSOR	$54,386	$0	$0	$0	$190,000	$0	$4,419	$0	$31,436	$0	$280,241	$0	$0	$0
LISA C DIERKER
PROFESSOR	$162,377	$0	$0	$0	$98,806	$0	$39,554	$0	$39,793	$0	$340,530	$0	$0	$0
NATHANAEL GREENE
PROFESSOR	$221,973	$0	$0	$0	$100	$0	$19,443	$0	$27,019	$0	$268,535	$0	$0	$0
LAURA B GRABEL
PROFESSOR	$175,719	$0	$0	$0	$22,269	$0	$18,257	$0	$68,623	$0	$284,868	$0	$0	$0
JOHN C MEERTS
FORMER VP FIN & ADMIN	$144,345	$0	$141,000	$0	$34,168	$0	$29,858	$0	$18,203	$0	$367,574	$0	$0	$0
J DONALD MOON
PROFESSOR	$192,591	$0	$0	$0	$1,000	$0	$33,924	$0	$33,827	$0	$261,342	$0	$0	$0
ROB ROSENTHAL
FORMER PROVOST & VP ACAD. AFF.	$167,427	$0	$0	$0	$10,146	$0	$15,416	$0	$17,274	$0	$210,263	$0	$0	$0
ANDREW SZEGEDY-MASZAK
FORMER PROF/CHAIR FACULTY	$170,860	$0	$0	$0	$7,725	$0	$16,196	$0	$39,759	$0	$234,540	$0	$0	$0
RUTH STRIEGEL WEISSMAN
FORMER PROVOST & VP ACAD. AFF.	$184,176	$0	$0	$0	$0	$0	$33,222	$0	$32,569	$0	$249,967	$0	$0	$0
DAVID STUART WINAKOR
GENERAL COUNSEL/SECRETARY	$220,628	$0	$0	$0	$5,625	$0	$25,483	$0	$80,024	$0	$331,760	$0	$0	$0
DAVE BAIRD
VICE PRESIDENT OF IT/CIO	$191,305	$0	$0	$0	$150	$0	$33,495	$0	$24,860	$0	$249,810	$0	$0	$0
ANTONIO FARIAS
VP FOR EQUITY AND INCLUSION	$157,587	$0	$0	$0	$0	$0	$14,114	$0	$33,869	$0	$205,570	$0	$0	$0
ANNE MARTIN
CHIEF INVESTMENT OFFICER	$429,331	$0	$287,706	$0	$100	$0	$41,390	$0	$91,531	$0	$850,058	$0	$0	$0
NANCY HARGRAVE MEISLAHN
DAED ADMISSION/FINANCIAL AID	$198,586	$0	$15,000	$0	$0	$0	$34,544	$0	$30,125	$0	$278,255	$0	$0	$0
KEY L NUTTALL
CHIEF COMMUNICATIONS OFFICER	$194,148	$0	$0	$0	$15,000	$0	$17,885	$0	$57,161	$0	$284,194	$0	$0	$0
MICHAEL J WHALEY
VP FOR STUDENT AFFAIRS	$177,091	$0	$0	$0	$100	$0	$15,568	$0	$36,045	$0	$228,804	$0	$0	$0
BARBARA-JAN WILSON
VP FOR UNIVERSITY RELATIONS	$279,430	$0	$25,000	$0	$75	$0	$24,273	$0	$44,437	$0	$373,215	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

BENEFITS

PART I, LINE 1A THE UNIVERSITY WILL REIMBURSE THE COST OF AIRPLANE TICKETS IN COACH CLASS ONLY, UNLESS SCHEDULING OR A MEDICAL CONDITION NECESSITATES OTHER ARRANGEMENTS. THE PRESIDENT AND VICE PRESIDENT FOR STUDENT AFFAIRS MUST LIVE ON CAMPUS AS A REQUIREMENT OF THEIR EMPLOYMENT AND THE FAIR MARKET VALUE OF THE HOUSING HAS BEEN INCLUDED AS A NON-TAXABLE FRINGE BENEFIT ON SCHEDULE J.

Housing Allowances

PART II, COLUMN D THE FAIR MARKET VALUE OF HOUSING PROVIDED TO THE FOLLOWING INDIVIDUALS, AS A REQUIREMENT OF THEIR EMPLOYMENT, THAT IS REPORTED IN THEIR NONTAXABLE BENEFITS IS AS FOLLOWS: PRESIDENT: $55,046 VICE PRESIDENT FOR STUDENT AFFAIRS: $11,875 THE FAIR MARKET VALUE OF HOUSING PROVIDED TO THE FOLLOWING INDIVIDUAL THAT IS REPORTED IN HIS TAXABLE BENEFITS IS AS FOLLOWS: VP FOR FINANCE AND ADMINISTRATION: $12,096 THE CALCULATION OF THE FAIR MARKET VALUES HAVE BEEN UPDATED FOR SQUARE FOOTAGE AND OPERATING COSTS OF THE RESIDENCES.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	CHEFA 2010 SERIES H	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	060806186	BondIssuerEIN
CUSIP	20774U3A1	CUSIPNum
Bond Issued	2010-05-18	BondIssuedDt
Issue Price	$20,105,000	IssuePriceAmt
Purpose	REFUND 2005 BOND ISSUE	PurposeDesc
Defeased	false	DefeasedInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Pool Financing	false	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$0	RetiredAmt
Bond Defeased	$0	BondDefeasedAmt
Total Proceeds	$20,105,000	TotalProceedsAmt
In Reserve Fund	$0	InReserveFundAmt
Capitalized Interest	$0	CapitalizedInterestAmt
Refunding Escrow	$0	RefundingEscrowAmt
Issuance Costs From Proceeds	$105,000	IssuanceCostsFromProceedsAmt
Credit Enhancement	$0	CreditEnhancementAmt
Working Capital Expenditures	$0	WorkingCapitalExpendituresAmt
Capital Expenditures	$0	CapitalExpendituresAmt
Other Spent Proceeds	$20,000,000	OtherSpentProceedsAmt
Unspent	$0	UnspentAmt
Substantial Completion	2008	SubstantialCompletionYr
Current Refunding	Yes (true)	CurrentRefundingInd
Advance Refunding	false	AdvanceRefundingInd
Final Allocation Made	Yes (true)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (true)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	false	OwningBondFinancedPropertyInd
Any Lease Arrangements	false	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	Yes (true)	MgmtContractBondFincdPropInd
Engage Bond Counsel Contracts	Yes (true)	EngageBondCounselContractsInd
Any Research Agreements	false	AnyResearchAgreementsInd
Private Bus Use By Others	0.00040	PrivateBusUseByOthersPct
Total Private Business Use	0.00040	TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test	false	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	false	ChangeInUseBondFinancedPropInd
Remedial Action Taken	false	RemedialActionTakenInd
Procs Nonqualified Bond Remdtd	Yes (true)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	false	Form8038TFiledInd
Rebate Not Due Yet	false	RebateNotDueYetInd
Exception To Rebate	false	ExceptionToRebateInd
No Rebate Due	Yes (true)	NoRebateDueInd
Variable Rate Issue	Yes (true)	VariableRateIssueInd
Hedge Identified In Bks And Rec	false	HedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

Field	Value	IRS element (for citing)
Business Name Line1	0	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Gross Proceeds Invested In GIC	false	GrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

Field	Value	IRS element (for citing)
Business Name Line1	0	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Gross Proceeds Invested	false	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (true)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (true)	ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, CHEFA 2010 SERIES G	DESFEASEMENT OF SERIES G ON MAY 31, 2016, THE UNIVERSITY ISSUED $250 MILLION OF CENTURY BONDS AT AN INTEREST RATE OF 4.781%. THE UNIVERSITY USED $203 MILLION TO CREATE A "REFUNDING TRUST", WITH BANK OF NEW YORK MELLON AS A TRUSTEE, TO LEGALLY DEFEASE ALL OF WESLEYAN'S OUTSTANDING TAX-EXEMPT SERIES G BONDS REDEEMABLE ON JULY 1, 2020.
PART III, LINE 4	CERTAIN UNRELATED BUSINESS ACTIVITIES ARE CARRIED ON IN THE TAX-EXEMPT BOND-FINANCED PROPERTIES, GIVING RISE TO PRIVATE BENEFIT USE. HOWEVER, THESE UNRELATED BUSINESS ACTIVITIES HAVE CONSISTENTLY GENERATED LOSSES AND ARE NOT REPORTED ON THE UNIVERSITY'S FORM 990-T.
PART IV, LINE 2A	THE LAST ARBITRAGE REBATE CALCULATION FOR THE TAX-EXEMPT BOND WAS COMPLETED IN 2008. SINCE THE REBATE CALCULATION WAS COMPLETED, THERE WERE NO ADDITIONAL TAX-EXEMPT BOND FUNDS TO BE EXPENDED.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
ANNE GREENE
FAMILY OF J FRANK-TRUSTEE	$239,433	EMPLOYEE COMPENSATION	false
KARI WEIL
SPOUSE OF M. ROTH-OFFICER	$157,446	EMPLOYEE COMPENSATION	false
NATHANAEL GREENE
FAMILY OF J FRANK-TRUSTEE	$268,535	EMPLOYEE COMPENSATION	false

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	5	ContributionCnt
Noncash Contributions Rpt F990	$25,001	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp
Securities Publicly Traded		SecuritiesPubliclyTradedGrp
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$8,507,795	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp

Real Estate Other RealEstateOtherGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$4,286,698	NoncashContributionsRptF990Amt
Method Of Determining Revenues	fmv	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	Various	Desc
Contribution	16	ContributionCnt
Noncash Contributions Rpt F990	$668,304	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	9	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 1 & PART III, LINE 1	ORGANIZATION'S MISSION I. WESLEYAN UNIVERSITY IS DEDICATED TO PROVIDING AN EDUCATION IN THE LIBERAL ARTS THAT IS CHARACTERIZED BY BOLDNESS, RIGOR, AND PRACTICAL IDEALISM. AT WESLEYAN, DISTINGUISHED SCHOLAR-TEACHERS WORK CLOSELY WITH STUDENTS, TAKING ADVANTAGE OF FLUIDITY AMONG DISCIPLINES TO EXPLORE THE WORLD WITH A VARIETY OF TOOLS. THE UNIVERSITY SEEKS TO BUILD A DIVERSE, ENERGETIC COMMUNITY OF STUDENTS, FACULTY, AND STAFF WHO THINK CRITICALLY AND CREATIVELY AND WHO VALUE INDEPENDENCE OF MIND AND GENEROSITY OF SPIRIT. II. VALUES AND CULTURE AS A LEARNING COMMUNITY WESLEYAN EDUCATES STUDENTS TO BECOME INDEPENDENT THINKERS CAPABLE OF CONTINUING TO LEARN AND ABLE TO TRANSLATE INTELLECTUAL RIGOR INTO REAL-WORLD ACTION. AT WESLEYAN, STUDENTS ARE DRIVEN TO MAKE KNOWLEDGE MORE AVAILABLE AND MORE MEANINGFUL, TO PUSH INSIGHTS ACROSS BORDERS INTO NEW DOMAINS, AND TO ENGAGE WITH NEW OR NEGLECTED AUDIENCES. THEY DISCOVER WHAT THEY LOVE TO DO AND GET BETTER AT IT WHILE CONSTANTLY BEING CHALLENGED TO MAKE WHAT THEY LEARN RELEVANT TO OTHERS. WESLEYAN CREATES AN ENVIRONMENT IN WHICH STUDENTS CAN STRIVE FOR EXCELLENCE THROUGH HARD WORK THAT IS JOYFUL AND SATISFYING. ALUMNI OF THE INSTITUTION CONTINUE TO DRAW ON THEIR LEARNING EXPERIENCES FOR THE REST OF THEIR LIVES AND REMAIN DEVOTED TO THE INSTITUTION. AS A CENTER FOR CREATIVE PRACTICE WESLEYAN ATTRACTS FACULTY AND STUDENTS WHO FIND ENORMOUS VALUE IN INDEPENDENT RESEARCH, SCHOLARSHIP, AND CREATIVE PRACTICE. PROFESSORS EMBRACE THEIR ROLE AS SCHOLARS-TEACHERS AND ARE ENERGIZED BY THEIR STUDENTS DEEP INQUISITIVENESS, UNGUARDED CURIOSITY, AND EAGERNESS TO EXPLORE BEYOND THE SYLLABUS. THE UNIVERSITY'S SMALL GRADUATE PROGRAMS IN THE SCIENCES AND MUSIC FACILITATE COLLABORATIVE RESEARCH. UNDERGRADUATES ARE GIVEN OPPORTUNITIES FOR ADVANCED INDEPENDENT WORK THROUGH WHICH THEY INCREASE THEIR INTELLECTUAL CAPACITIES AND DISCOVER ASPECTS OF THEMSELVES AND THE WORLD THAT WILL REMAIN MEANINGFUL TO THEM LONG AFTER GRADUATION. MEMBERS OF THE WESLEYAN COMMUNITY ADDRESS SCHOLARLY ISSUES OF IMPORTANCE TO THEIR RESPECTIVE FIELDS AND REGULARLY PRODUCE WORK THAT GOES BEYOND ACADEMIC REALMS TO HAVE A POSITIVE IMPACT ON PUBLIC LIFE. AS AN INSTITUTIONAL CITIZEN AND LEADER IN EDUCATION WESLEYAN INSPIRES FACULTY, STAFF AND STUDENTS TO PLAY ACTIVE ROLES AS NEIGHBORS AND CITIZENS. THE UNIVERSITY CONTRIBUTES ECONOMICALLY AND CULTURALLY TO MIDDLETOWN, AND IT INSTILLS IN ITS GRADUATES A SENSE OF CIVIC POSSIBILITY AND PURPOSE. WESLEYAN ALUMNI CREATE OPPORTUNITIES TO INTEGRATE SERVICE INTO THEIR PROFESSIONAL AND PERSONAL LIVES AND GENEROUSLY SUPPORT THE EDUCATIONAL ENTERPRISE ON CAMPUS. THE UNIVERSITY SUPPORTS THE CONTINUED EVOLUTION OF A LIBERAL ARTS EDUCATION AND MAKES A CASE FOR ITS IMPORTANCE IN THE PUBLIC SPHERE. MEMBERS OF THE WESLEYAN COMMUNITY REGULARLY GO ON TO DISTINGUISHED CAREERS IN PUBLIC SERVICE, AND THE UNIVERSITY PROVIDES SUPPORT FOR DISSEMINATING SCHOLARSHIP THAT CAN HAVE POSITIVE PUBLIC IMPACT.
FORM 990, PART III, LINE 4A	INSTRUCTION AND RESEARCH INCLUDES ALL EXPENDITURES FOR COMPENSATION AND OTHER EXPENSES IN SUPPORT OF INSTRUCTIONAL ACTIVITY. - 763 BACHELOR OF ARTS AND 68 GRADUATE DEGREES WERE AWARDED IN 2017. - TODAY WESLEYAN OFFERS INSTRUCTION IN 45 DEPARTMENTS, 45 MAJOR FIELDS OF STUDY,17 MINOR FIELDS OF STUDY, AND 12 CERTIFICATES OF STUDY AND AWARDS THE BACHELOR OF ARTS AND GRADUATE DEGREES. THE MASTER OF ARTS DEGREE AND THE DOCTOR OF PHILOSOPHY ARE REGULARLY AWARDED IN SIX FIELDS OF STUDY. STUDENTS MAY CHOOSE FROM MORE THAN 1000 COURSES EACH YEAR AND MAY BE COUNTED UPON TO DEVISE, WITH THE FACULTY, SOME 800 INDIVIDUAL TUTORIALS AND LESSONS. - THE STUDENT BODY IS MADE UP OF APPROXIMATELY 3,000 STUDENTS FULL-TIME UNDERGRADUATES AND 150 GRADUATE STUDENTS, AS WELL AS AROUND 140 PART-TIME STUDENTS PER YEAR IN THE GRADUATE LIBERAL STUDIES PROGRAM. AN ONGOING FACULTY OF MORE THAN 440 IS JOINED EACH SEMESTER BY A DISTINGUISHED GROUP OF VISITING ARTISTS AND PROFESSORS. TODAY'S STUDENT/INSTRUCTOR RATIO IS 8 TO 1, AND ABOUT TWO THIRDS OF ALL COURSES ENROLL FEWER THAN 20 STUDENTS.
FORM 990, PART III, LINE 4B	AUXILIARY SERVICES INCLUDE THE COSTS OF ROOM AND BOARD FOR APPROXIMATELY 3,000 STUDENTS RESIDING ON A 311 ACRE CAMPUS. THERE ARE 8 RESIDENCE HALLS, 7 APARTMENT COMPLEXES AND OVER 25 PROGRAM HOUSES IN ADDITION TO OVER 140 HOUSE UNITS ON CAMPUS FOR UPPER-CLASS STUDENTS. WORKING IN PARTNERSHIP WITH STUDENTS AND COLLABORATIVELY WITH OTHER MEMBERS OF THE WESLEYAN COMMUNITY, THE OFFICE OF RESIDENTIAL LIFE STRIVES TO PROVIDE A SAFE AND SUPPORTIVE RESIDENTIAL ENVIRONMENT THAT COMPLEMENTS AND EXTENDS STUDENTS EDUCATIONAL EXPERIENCE. STUDENT-CENTERED PROGRAMS AND SERVICES ARE DEVELOPED AND IMPLEMENTED WITH AN EMPHASIS ON HOLISTIC INDIVIDUAL AND COMMUNITY DEVELOPMENT, STUDENT LEADERSHIP, INDIVIDUAL RESPONSIBILITY, ADVOCACY OF ACADEMIC INQUIRY, AND FREEDOM OF THOUGHT, OPINION AND EXPRESSION IN THE SPIRIT OF MUTUAL RESPECT. THESE ARE THE HALLMARKS OF THE WESLEYAN RESIDENTIAL EXPERIENCE, AND THEY PROVIDE THE ESSENTIAL FOUNDATION FOR A QUALITY LIBERAL ARTS EDUCATION WITHIN A DIVERSE AND DYNAMIC COMMUNITY.
FORM 990, PART III, LINE 4C	LIBRARY EXPENSES INCLUDE ACQUISITION OF BOOKS, PERIODICALS AND OTHER MATERIALS, COMPENSATION OF STAFF, AND OTHER EXPENDITURES IN SUPPORT OF THE LIBRARY. THE MISSION OF THE LIBRARY IS TO PROVIDE THE INFORMATION SERVICES AND RESOURCES REQUIRED TO SUPPORT THE LEARNING, TEACHING, AND RESEARCH OF THE WESLEYAN COMMUNITY. TO CARRY OUT THIS MISSION THE LIBRARY WILL: - ORGANIZE AND PROVIDE INTELLECTUAL AND PHYSICAL ACCESS TO COLLECTIONS AND INFORMATION RESOURCES LOCALLY AND WORLD-WIDE - DEVELOP AND PRESERVE LOCAL COLLECTIONS - TEACH AND GUIDE USERS IN THE LIBRARY RESEARCH PROCESS - PROVIDE AN ATMOSPHERE CONDUCIVE TO STUDY, RESEARCH, AND LEARNING - CONTRIBUTING TO THE LARGER SCHOLARLY WORLD THE WESLEYAN LIBRARY WILL PROVIDE UNEXCELLED SERVICES. IT IS A DYNAMIC PLACE WHERE LIBRARY STAFF PROVIDE USERS WITH THE INFORMATION THEY NEED, AS WELL AS A KEEN SENSE THAT THERE ARE MANY PATHS, AND A WIDE RANGE OF SKILLS NECESSARY FOR THE EFFECTIVE USE AND EVALUATION OF INFORMATION RESOURCES.
FORM 990, PART III, LINE 4D	STUDENT SERVICES INCLUDES THE COSTS ASSOCIATED WITH ADMINISTERING THE OFFICE OF ADMISSIONS, REGISTRAR, FINANCIAL AID, CAREER PLANNING, HEALTH SERVICES, INSTITUTIONAL RESEARCH AND DEAN'S OFFICE.
FORM 990, PART VI, SECTION B, QUESTION 11A	FORM 990 REVIEW PROCESS THE UNIVERSITY'S FISCAL YEAR END IS JUNE 30. THE AUDITED FINANCIAL STATEMENTS ARE FINALIZED IN LATE OCTOBER DUE TO THE TIME IT TAKES TO VALUE ENDOWMENT ASSETS. DURING NOVEMBER AND DECEMBER, A TAX COMMITTEE CONSISTING OF UNIVERSITY GENERAL COUNSEL, VP FOR FINANCE AND ADMINISTRATION, AND DIRECTOR OF FINANCIAL SERVICES MEET TO DISCUSS ANY SIGNIFICANT CHANGES IN POLICIES, GOVERNANCE, MANAGEMENT AND OTHER ACTIVITY. IN ADDITION, THE FINANCE OFFICE REACHES OUT TO OTHER DEPARTMENTS SUCH AS ACADEMIC AFFAIRS, UNIVERSITY RELATIONS, AND ADMISSIONS TO DETERMINE POTENTIAL FILING ACTIVITY. DURING JANUARY AND FEBRUARY THE FINANCE OFFICE WORKS WITH THE EXTERNAL AUDITORS TO COMPLETE A DRAFT DOCUMENT FOR THE FEBRUARY AUDIT COMMITTEE MEETING. THE DOCUMENT IS PROVIDED TO EACH MEMBER OF THE AUDIT COMMITTEE AND DISCUSSED DURING THE MEETING. THE CHAIR OF THE AUDIT COMMITTEE WILL SUMMARIZE THE REVIEW TO THE FULL BOARD OF TRUSTEES THE FOLLOWING DAY. THE FINAL RETURN IS FILED IN MAY WITH A COPY OF THE FINAL RETURN MADE AVAILABLE THROUGH THE TRUSTEE SECURE PORTAL A COUPLE OF WEEKS PRIOR TO THE FINAL FILING TO EACH VOTING MEMBER OF THE GOVERNING BOARD.
FORM 990, PART VI, SECTION B, QUESTION 12C	CONFLICT OF INTEREST POLICY THE UNIVERSITY POSTS ITS CONFLICT OF INTEREST POLICY ON ITS WEBSITE AND REQUIRES QUESTIONNAIRE COMPLETION FROM UNIVERSITY FACULTY, STAFF AND TRUSTEES ON AN ANNUAL BASIS. FACULTY AND STAFF ARE COLLECTED ELECTRONICALLY THROUGH NETWORK SIGN ON. CONFLICT OF INTEREST QUESTIONNAIRES FROM BOARD MEMBERS ARE COLLECTED BY THE SECRETARY OF THE UNIVERSITY AND REVIEWED BY LEGAL COUNSEL. RESPONSES ARE MONITORED BY THE UNIVERSITY GENERAL COUNSEL IN CONJUNCTION WITH THE PRESIDENT'S OFFICE. ANY SUPERVISOR RECEIVING NOTICE OF A POTENTIAL CONFLICT OF INTEREST SHALL DETERMINE WHETHER THE SITUATION PRESENTS A POTENTIAL CONFLICT OF INTEREST UNDER THIS POLICY AND DOCUMENT THEIR DETERMINATION IN WRITING. UNLESS THE SUPERVISOR IS ABLE TO CLEARLY DETERMINE THAT NO SUCH CONFLICT EXISTS OR IN THE CASE THAT THE INDIVIDUAL DISAGREES WITH THE SUPERVISOR'S DECISIONS, THE SUPERVISOR SHALL REQUIRE THE INDIVIDUAL TO DISCLOSE THE SITUATION IN WRITING AND THE SUPERVISOR AND/OR INDIVIDUAL SHALL FORWARD THAT DESCRIPTION TO AN APPROPRIATE VICE PRESIDENT OR SENIOR OFFICER OF THE UNIVERSITY. THE SUPERVISOR SHALL NOT PERMIT ANY INDIVIDUAL TO PARTICIPATE IN THE QUESTIONABLE ACTIVITY UNLESS AND UNTIL A VICE PRESIDENT OR SENIOR OFFICER OF THE UNIVERSITY HAS REVIEWED THE ACTIVITY AND CONFIRMED IN WRITING THAT THE ACTIVITY MAY CONTINUE AND/OR THAT THERE ARE RELEVANT SAFEGUARDS IN PLACE TO PROTECT THE UNIVERSITY. ANY INDIVIDUAL WHO DISAGREES WITH A CONFLICT-RELATED DECISION OF ANY VICE PRESIDENT OR SENIOR OFFICER MAY SEEK REVIEW BY THE PRESIDENT OF THE UNIVERSITY WHOSE DECISION SHALL BE FINAL. ON AN ANNUAL BASIS THE UNIVERSITY DISTRIBUTES AND REQUIRES INDIVIDUALS TO COMPLETE A STATEMENT A) CONFIRMING THAT THEY HAVE READ AND UNDERSTOOD THE CONFLICT OF INTEREST POLICY AND B) THAT THEY HAVE NO KNOWLEDGE OF ANY CONFLICT OF INTEREST EXCEPT FOR THOSE APPROPRIATELY DISCLOSED UNDER THE POLICY.
FORM 990, PART VI, SECTION B, QUESTIONS 15A AND 15B	COMPENSATION POLICY WESLEYAN UNIVERSITY'S SALARY ADMINISTRATION IS DESIGNED TO ACCOMPLISH THREE MAJOR OBJECTIVES: - ATTRACT AND RETAIN HIGHLY QUALIFIED STAFF MEMBERS; - LINK COMPENSATION TO PERFORMANCE; AND - PROMOTE CONSISTENCY AND AN INTERNALLY EQUITABLE RELATIONSHIP BETWEEN SALARY AND A COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, COMPOSED OF THREE MEMBERS AND CHAIRED BY THE CHAIR OF THE BOARD OF TRUSTEES, IS RESPONSIBLE FOR EVALUATING THE COMPENSATION REASONABLENESS FOR ALL OFFICERS AND KEY EMPLOYEES AS DETERMINED FROM TIME TO TIME. THE COMMITTEE REVIEWS THE PERFORMANCE APPRAISAL OF THE PRESIDENT BY THE BOARD, DETERMINES THE COMPENSATION OF THE PRESIDENT, AND SETS GOALS AND PERFORMANCE MEASURES FOR THE FOLLOWING YEAR. THE COMMITTEE BEGINS DISCUSSION IN THE SECOND HALF OF THE ACADEMIC YEAR. WESLEYAN PARTICIPATES IN AN ANNUAL SURVEY OF ITS PEERS CONDUCTED BY A PRIVATE CONSULTANT. THIS PROCESS ENSURES THAT THE UNIVERSITY REMAINS CONSISTENT WITH THE REGULATORY AND LEGAL REQUIREMENTS OF COMPENSATION IN A 501(C)3 NON-PROFIT ORGANIZATION. THE PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT MEETS THE THREE REQUIREMENTS OF THE REBUTTABLE PRESUMPTION STANDARD. THE COMPENSATION ARRANGMENT IS APPROVED IN ADVANCE BY THE ORGANIZATION'S COMPENSATION COMMITTEE. THE COMMITTEE IS APPOINTED BY THE BOARD OF TRUSTEES FOR THE PURPOSE OF ASSISTING THE BOARD TO FULFILL ITS RESPONSIBILITY TO THE ORGANIZATION AND THE COMMUNITY TO ENSURE THE COMPENSATION IS IN ACCORDANCE WITH THE ORGANIZATION'S POLICIES. PRIOR TO MAKING ANY COMPENSATION DECISIONS, THE EXECUTIVE COMPENSATION COMMITTEE OBTAINS AND RELIES UPON APPROPRIATE DATA AS TO COMPARABILITY. THE COMMITTEE UTILIZES LOCAL AND NATIONAL COMPENSATION SURVEYS TO SET COMPENSATION LEVELS. FINALLY, THE EXECUTIVE COMPENSATION COMMITTEE ADEQUATELY AND TIMELY DOCUMENTS THE BASIS FOR SETTING COMPENSATION CONCURRENTLY WITH THE MAKING OF THE DETERMINATION.
FORM 990, PART VI, SECTION C, QUESTION 19 - PUBLIC DISCLOSURE	THE UNIVERSITY POSTS ITS GOVERNING DOCUMENTS ON ITS WEBSITE AT WWW.WESLEYAN.EDU/GENERALCOUNSEL. IN ADDITION, THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS ARE ON ITS WEBSITE AT WWW.WESLEYAN.EDU/FINANCE. THE UNIVERSITY'S FORM 990 IS POSTED ON WWW.GUIDESTAR.ORG. THE FORM 990, AUDITED FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9	OTHER REVENUE NOT INCLUDED IN AFS NOT IN FORM 990: POSTRETIREMENT BENEFIT OBLIGATIONS CHANGES 1,154,000 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS (944,000) ----------- 210,000

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER TRUST (2)
237 HIGH STREET	MIDDLETOWN	CT	06459	INVESTING	CT	NA	TRUST	Yes (true)
CHARITABLE REMAINDER UNITRUST (13)
237 HIGH STREET	MIDDLETOWN	CT	06459	INVESTING	CT	NA	TRUST	Yes (true)
POOLED INCOME FUND (2)
237 HIGH STREET	MIDDLETOWN	CT	06459	INVESTING	CT	NA	TRUST	Yes (true)
LIFE INCOME AGREEMENTS (2)
237 HIGH STREET	MIDDLETOWN	CT	06459	INVESTING	CT	NA	TRUST	Yes (true)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CHARITABLE REMAINDER TRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	S	TransactionTypeTxt
Involved	$1,328,873	InvolvedAmt
Method Of Amount Determination	FMV	MethodOfAmountDeterminationTxt