WABASH COLLEGE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WABASH COLLEGE (EIN 35-0868202)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-12
- IRS object ID
- 201521329349300507
- Schema version
- 2013v4.0
- 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 | 2015-05-12T06:51:50-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350868202 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WABASH COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LARRY GRIFFITH | InCareOfNm |
| Business Name Control | WABA | BusinessNameControlTxt |
| Phone | 7653616100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 352 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | CRAWFORDSVILLE | City |
| State | IN | State |
| ZIP Code | 47933 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY GRIFFITH | PersonNm |
| Person Title | TREASURER AND CFO | PersonTitleTxt |
| Phone | 7653616100 | PhoneNum |
| Signature | 2015-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE B FISHBACK | PreparerPersonNm |
| PTIN | P01279475 | PTIN |
| Phone | 7653616100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GREGORY HESS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 352 | AddressLine1 |
| City | CRAWFORDSVILLE | City |
| State | IN | State |
| ZIP Code | 47933 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $167,880,072 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WABASH.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1832 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | WABASH COLLEGE IS A LIBERAL ARTS COLLEGE FOR MEN THAT EDUCATES THEM TO THINK CRITICALLY, ACT RESPONSIBLY, LEAD EFFECTIVELY, AND LIVE HUMANELY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 1259 | TotalEmployeeCnt |
| Total Volunteers | 34 | TotalVolunteersCnt |
| Total Gross UBI | -$60,168 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$157,845 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,158,850 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,045,945 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $34,266,487 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $36,475,068 | CYProgramServiceRevenueAmt |
| PY Investment Income | $19,005,000 | PYInvestmentIncomeAmt |
| CY Investment Income | $23,592,596 | CYInvestmentIncomeAmt |
| PY Other Revenue | $227,677 | PYOtherRevenueAmt |
| CY Other Revenue | $237,398 | CYOtherRevenueAmt |
| PY Total Revenue | $63,658,014 | PYTotalRevenueAmt |
| CY Total Revenue | $75,351,007 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $16,120,670 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,103,337 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $24,927,760 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,246,154 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $7,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,867,046 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,041,797 | PYOtherExpensesAmt |
| CY Other Expenses | $23,408,429 | CYOtherExpensesAmt |
| PY Total Expenses | $64,090,227 | PYTotalExpensesAmt |
| CY Total Expenses | $65,764,920 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$432,213 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,586,087 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $491,249,849 | TotalAssetsBOYAmt |
| Total Assets EOY | $526,850,200 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $78,978,667 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $77,689,584 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $412,271,182 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $449,160,616 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WABASH COLLEGE IS A LIBERAL ARTS COLLEGE FOR MEN THAT EDUCATES THEM TO THINK CRITICALLY, ACT RESPONSIBLY, LEAD EFFECTIVELY, AND LIVE HUMANELY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $56,938,915 | ExpenseAmt |
| Grant | $17,103,337 | GrantAmt |
| Revenue | $36,628,521 | RevenueAmt |
| Desc | INSTRUCTION - INSTITUTIONS'S ACADEMIC INSTRUCTION PROGRAM. STUDENT SERVICES AND ATHLETICS - ACTIVITIES WHOSE PRIMARY GOAL IS TO CONTRIBUTE TO THE STUDENT'S EMOTIONAL AND PHYSICAL WELL-BEING AS WELL AS INTELLECTUAL, CULTURAL, AND SOCIAL DEVELOPMENT OUTSIDE OF CLASS. ACADEMIC SUPPORT AND LIBRARY - SUPPORT SERVICES FOR INSTRUCTION, RESEARCH, AND PUBLIC SERVICE. INCLUDES LIBRARY AND COMPUTER SERVICES. 902 STUDENTS SERVED. | Desc |
| Total Program Service Expenses | $56,938,915 | 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 | false | 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 | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | 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 | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 279 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1259 | 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 | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| 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 | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | 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 | IN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY GRIFFITH | PersonNm |
| Phone | 7653616212 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 352 | AddressLine1 |
| City | CRAWFORDSVILLE | City |
| State | IN | State |
| ZIP Code | 47933 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| GREGORY HESS | |||||||
| PRESIDENT & TRUSTEE(7/13-12/13 | 50.0 | Yes (X) | Yes (X) | $192,052 | $0 | $52,721 | |
| FRED RUEBECK | |||||||
| CHIEF INVESTMENT OFFICER | 20.0 | Yes (X) | Yes (X) | $50,000 | $0 | $0 | |
| JAY R ALLEN | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| ALLAN ANDERSON | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| JOSEPH BARNETTE JR | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| STEPHEN BOWEN | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| DAVID BROECKER | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| RICHARD CALACCI | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| KEVIN CLIFFORD | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| JAMES CUMMING | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| JAMES DAVLIN | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| JOHN FOX JR | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| ROBERT GRAND | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| TED GROSSNICKLE | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| THEODORE HOLLAND | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| DARYL JOHNSON | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| PETER KENNEDY III | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| JAMES KILBANE | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| RADE KLJAJIC | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| DAVID LEWIS | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| HARRY MCNAUGHT JR | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| ALEX MILLER | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| KELLY PFLEDDERER | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| GARY REAMEY | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| JOHN SCHROEDER | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| DAVID SHANE | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| K DONALD SHELBOURNE | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| WALTER SNODELL III | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| JOSEPH TURK | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| WILLIAM WHEELER | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| FREDERICK WILSON JR | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| PETER WILSON | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| PAUL WOOLLS | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| RAY JOVANOVICH | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| JEFFERY PERKINS | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| JAMES P WILLIAMS JR | |||||||
| TRUSTEE | 1.0 | Yes (X) | |||||
| PATRICK WHITE | |||||||
| FORMER PRESIDENT (1/13-6/13) | 50.0 | Yes (X) | Yes (X) | $275,619 | $59,931 | ||
| GARY PHILLIPS | |||||||
| DEAN OF COLLEGE | 50.0 | Yes (X) | $178,387 | $0 | $28,118 | ||
| LARRY GRIFFITH | |||||||
| TREASURER AND CFO | 50.0 | Yes (X) | $169,576 | $0 | $27,195 | ||
| STEVEN KLEIN | |||||||
| DEAN OF ADMISSIONS | 50.0 | Yes (X) | $149,478 | $0 | $26,013 | ||
| MICHAEL RATERS | |||||||
| DEAN OF STUDENTS | 50.0 | Yes (X) | $112,854 | $0 | $56,871 | ||
| JAMES AMIDON | |||||||
| SECRETARY OF COLLEGE | 50.0 | Yes (X) | $110,506 | $0 | $21,091 | ||
| DWIGHT WATSON | |||||||
| PROFESSOR OF THEATER | 50.0 | $116,417 | $0 | $18,074 | Yes (X) | ||
| CHARLES BLAICH | |||||||
| DIRECTOR OF CILA & HEDS | 50.0 | $137,060 | $0 | $89,165 | Yes (X) | ||
| L DAVID POLLEY | |||||||
| PROFESSOR OF BIOLOGY | 50.0 | $111,166 | $0 | $18,588 | Yes (X) | ||
| RICHARD DALLINGER | |||||||
| PROFESSOR OF CHEMISTRY | 50.0 | $106,510 | $0 | $20,674 | Yes (X) | ||
| TOBEY HERZOG | |||||||
| PROFESSOR OF ENGLISH | 50.0 | $103,043 | $0 | $20,310 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,812,668 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $438,751 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXO INC AFFILIATES | |||||
| 4880 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | MAINTENANCE SERVICES | $2,899,292 |
| BON APPETIT DINING SERVICES | |||||
| WABASH COLLEGE | CRAWFORDSVILLE | IN | 47933 | FOOD SERVICE | $1,682,932 |
| SHEPLEY BULFINCH RICHARDSON | |||||
| 2 SEAPORT LANE | BOSTON | MA | 02210 | ARCHITECT | $397,547 |
| ELLUCIAN INC | |||||
| 4375 FAIR LAKES COURT | FAIRFAX | VA | 22033 | SOFTWARE SERVICES | $256,145 |
| BKD LLP | |||||
| 201 N ILLINOIS ST STE 700 | INDIANAPOLIS | IN | 46204 | ACCOUNTING | $153,468 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $117,796 | RelatedOrganizationsAmt |
| All Other Contributions | $14,928,149 | AllOtherContributionsAmt |
| Noncash Contributions | $1,201,867 | NoncashContributionsAmt |
| Total Contributions | $15,045,945 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611600 | $30,899,745 | $30,899,745 |
| FRATERNITY LEASES | 531110 | $1,060,415 | $1,060,415 |
| STUDENT ROOM & BOARD | 611710 | $2,749,890 | $2,749,890 |
| ATHLETIC REVENUE | 713940 | $1,226,069 | $1,226,069 |
| OTHER INCOME | 611710 | $538,949 | $538,949 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $36,475,068 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,919,045 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$144,113 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,063,158 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
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 |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $104,724,272 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $92,050,721 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,673,551 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,673,551 | TotalRevenueColumnAmt |
| Exclusion | $12,673,551 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $715,742 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $478,344 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $237,398 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $153,453 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $83,945 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,351,007 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,628,521 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$60,168 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,736,709 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,045 | TotalAmt |
| Program Services | $583,045 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,520,292 | TotalAmt |
| Program Services | $16,520,292 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $1,284,237 | TotalAmt |
| Program Services | $1,062,045 | ProgramServicesAmt |
| Management And General | $202,667 | ManagementAndGeneralAmt |
| Fundraising | $19,525 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,087,731 | TotalAmt |
| Program Services | $14,417,100 | ProgramServicesAmt |
| Management And General | $2,405,589 | ManagementAndGeneralAmt |
| Fundraising | $265,042 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,727,925 | TotalAmt |
| Program Services | $2,325,818 | ProgramServicesAmt |
| Management And General | $126,065 | ManagementAndGeneralAmt |
| Fundraising | $276,042 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,923,395 | TotalAmt |
| Program Services | $1,792,036 | ProgramServicesAmt |
| Management And General | $918,160 | ManagementAndGeneralAmt |
| Fundraising | $213,199 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,222,866 | TotalAmt |
| Program Services | $1,010,449 | ProgramServicesAmt |
| Management And General | $101,752 | ManagementAndGeneralAmt |
| Fundraising | $110,665 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,033 | TotalAmt |
| Management And General | $148,033 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,095 | TotalAmt |
| Management And General | $164,095 | 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 | $7,000 | TotalAmt |
| Fundraising | $7,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $888,593 | TotalAmt |
| Management And General | $888,593 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,727,584 | TotalAmt |
| Program Services | $2,180,807 | ProgramServicesAmt |
| Management And General | $292,040 | ManagementAndGeneralAmt |
| Fundraising | $254,737 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $769,775 | TotalAmt |
| Program Services | $426,208 | ProgramServicesAmt |
| Fundraising | $343,567 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,369,390 | TotalAmt |
| Program Services | $1,273,631 | ProgramServicesAmt |
| Management And General | $26,460 | ManagementAndGeneralAmt |
| Fundraising | $69,299 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,488 | TotalAmt |
| Program Services | $199,465 | ProgramServicesAmt |
| Management And General | $476 | ManagementAndGeneralAmt |
| Fundraising | $1,547 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,451,178 | TotalAmt |
| Program Services | $4,807,698 | ProgramServicesAmt |
| Management And General | $591,028 | ManagementAndGeneralAmt |
| Fundraising | $52,452 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,079,630 | TotalAmt |
| Program Services | $1,822,445 | ProgramServicesAmt |
| Management And General | $131,856 | ManagementAndGeneralAmt |
| Fundraising | $125,329 | 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 | $316,005 | TotalAmt |
| Program Services | $314,879 | ProgramServicesAmt |
| Management And General | $957 | ManagementAndGeneralAmt |
| Fundraising | $169 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $866,716 | TotalAmt |
| Program Services | $824,928 | ProgramServicesAmt |
| Management And General | $41,788 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,253,109 | TotalAmt |
| Program Services | $4,107,108 | ProgramServicesAmt |
| Management And General | $136,391 | ManagementAndGeneralAmt |
| Fundraising | $9,610 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $549,134 | TotalAmt |
| Program Services | $163,702 | ProgramServicesAmt |
| Management And General | $385,432 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STUDENT ROOM & BOARD | $1,599,167 | $1,572,676 | $24,186 | $2,305 |
| BOOKS, PERIODICALS, AND MEDIA | $640,459 | $636,899 | $2,016 | $1,544 |
| MEALS | $628,056 | $349,489 | $169,411 | $109,156 |
| MISCELLANEOUS EXPENSES | $756,017 | $548,195 | $201,964 | $5,858 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,764,920 | TotalAmt |
| Program Services | $56,938,915 | ProgramServicesAmt |
| Management And General | $6,958,959 | ManagementAndGeneralAmt |
| Fundraising | $1,867,046 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,250 | BOYAmt |
| EOY | $4,764 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,284,575 | BOYAmt |
| EOY | $19,125,071 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,155,372 | BOYAmt |
| EOY | $16,378,451 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $549,695 | BOYAmt |
| EOY | $469,888 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,463 | BOYAmt |
| EOY | $355,182 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $170,140,154 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $62,433,704 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,423,018 | BOYAmt |
| EOY | $107,706,450 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,029,672 | BOYAmt |
| EOY | $191,711,761 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,399,885 | BOYAmt |
| EOY | $158,458,716 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,765,740 | BOYAmt |
| EOY | $7,028,699 | 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 | $22,379,179 | BOYAmt |
| EOY | $25,611,218 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $491,249,849 | BOYAmt |
| EOY | $526,850,200 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,566,370 | BOYAmt |
| EOY | $4,318,674 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,632,000 | BOYAmt |
| EOY | $39,550,400 | 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 | $3,838,000 | BOYAmt |
| EOY | $3,818,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,942,297 | BOYAmt |
| EOY | $30,002,510 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,978,667 | BOYAmt |
| EOY | $77,689,584 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,137,644 | BOYAmt |
| EOY | $229,864,676 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,311,986 | BOYAmt |
| EOY | $97,742,404 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,821,552 | BOYAmt |
| EOY | $121,553,536 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,271,182 | BOYAmt |
| EOY | $449,160,616 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $491,249,849 | BOYAmt |
| EOY | $526,850,200 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,586,087 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $27,827,413 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$524,066 | 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 |
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) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $339,789,723 | BeginningYearBalanceAmt |
| Contributions | $3,038,561 | ContributionsAmt |
| Investment Earnings Or Losses | $40,816,593 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,328,416 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,979,239 | OtherExpendituresAmt |
| Administrative Expenses | $888,593 | AdministrativeExpensesAmt |
| End Year Balance | $362,448,629 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $317,968,783 | BeginningYearBalanceAmt |
| Contributions | $6,774,550 | ContributionsAmt |
| Investment Earnings Or Losses | $35,218,016 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,840,057 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,486,548 | OtherExpendituresAmt |
| Administrative Expenses | $845,021 | AdministrativeExpensesAmt |
| End Year Balance | $339,789,723 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $331,924,878 | BeginningYearBalanceAmt |
| Contributions | $5,542,318 | ContributionsAmt |
| Investment Earnings Or Losses | $269,907 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,740,317 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,075,669 | OtherExpendituresAmt |
| Administrative Expenses | $952,334 | AdministrativeExpensesAmt |
| End Year Balance | $317,968,783 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $287,383,239 | BeginningYearBalanceAmt |
| Contributions | $4,027,977 | ContributionsAmt |
| Investment Earnings Or Losses | $57,542,864 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,769,877 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,466,711 | OtherExpendituresAmt |
| Administrative Expenses | $792,614 | AdministrativeExpensesAmt |
| End Year Balance | $331,924,878 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $256,920,735 | BeginningYearBalanceAmt |
| Contributions | $5,223,943 | ContributionsAmt |
| Investment Earnings Or Losses | $42,744,515 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,705,690 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,920,484 | OtherExpendituresAmt |
| Administrative Expenses | $879,780 | AdministrativeExpensesAmt |
| End Year Balance | $287,383,239 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.52800 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.47030 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00170 | 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 | $8,832,398 | OtherCostOrOtherBasisAmt |
| Book Value | $8,832,398 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $143,372,872 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,190,832 | DepreciationAmt |
| Book Value | $95,182,040 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,035,537 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,242,872 | DepreciationAmt |
| Book Value | $2,792,665 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $899,347 | OtherCostOrOtherBasisAmt |
| Book Value | $899,347 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $107,706,450 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $158,458,716 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $158,458,716 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| PROVISION FOR EARLY RETIREMENT | $168,076 |
| POST-RETIREMENT BENEFIT OBLIG. | $22,946,708 |
| SWAP TERMINATION | $2,371,805 |
| ANNUITIES AND TRUSTS PAYABLE | $4,515,921 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $30,002,510 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $86,074,888 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $27,827,413 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $478,344 | OtherRevenueAmt |
| Revenue Not Reported | $28,305,757 | RevenueNotReportedAmt |
| Revenue Subtotal | $57,769,131 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $888,593 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $16,693,283 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $17,581,876 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $75,351,007 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $48,661,388 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $478,344 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $478,344 | ExpensesNotReportedAmt |
| Expenses Subtotal | $48,183,044 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $888,593 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $16,693,283 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $17,581,876 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $65,764,920 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART III, LINE 1A | FOOTNOTES TO FINANCIAL STATEMENTS: THE COLLEGE'S COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE COLLEGE'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS IN THE STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE REPORTED IN THE YEAR OF ACQUISITION AS DECREASES IN UNRESTRICTED NET ASSETS, OR IN TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS WERE RESTRICTED TO THAT USE BY DONOR STIPULATION. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT REPORTED IN THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES RELATED TO COLLECTION ITEMS ARE REPORTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. THE COLLEGE'S COLLECTIONS CONSIST PRIMARILY OF BOOKS, ARTWORK AND SCIENTIFIC ARTIFACTS. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THE DISPOSITION OF COLLECTION ITEMS TO BE USED TO ACQUIRE OTHER COLLECTION ITEMS. |
| SCHEDULE D, PART III, LINE 4 | FUTHERANCE OF EXEMPT PURPOSE: WABASH COLLEGE EMPLOYS THE ART COLLECTION IN CONNECTION WITH THE INSTRUCTION OF ART AND ART HISTORY COURSES. |
| SCHEDULE D, PART V, LINE 4 | INTENDED USES OF ENDOWMENT FUNDS: ENDOWED FUNDS SUPPORT THE COLLEGE'S MISSION BY PROVIDING SCHOLARSHIPS FOR STUDENTS, FUNDS FOR SPECIAL PROJECTS, AND GENERAL OPERATING FUNDS FOR THE COLLEGE. |
| SCHEDULE D, PART X, LINE 2 | FIN 48 DISCLOSURE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| SCHEDULE D, PARTS XI, LINE 2D | OTHER RECONCILING ITEMS: $ 478,344 COST OF GOODS SOLD |
| SCHEDULE D, PARTS XI, LINE 4B | OTHER RECONCILING ITEMS: $ 16,520,292 GRANTS AND SCHOLARSHIPS 172,991 ALLOCATED HEALTH CENTER EXPENSES ------------ $ 16,693,283 TOTAL |
| SCHEDULE D, PART XII, LINE 2D | OTHER RECONCILING ITEMS: $ 478,344 COST OF GOODS SOLD |
| SCHEDULE D, PART XII, LINE 4B | OTHER RECONCILING ITEMS: $ 16,520,292 GRANTS AND SCHOLARSHIPS 172,991 ALLOCATED HEALTH CENTER EXPENSES ------------ $ 16,693,283 TOTAL |
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, PART I, LINE 3 | PUBLICATION OF THE ORGANIZATION'S RACIALLY NONDISCRIMINATORY POLICY: WABASH PUBLISHES THE NOTICE ANNUALLY IN THE LOCAL AND INDIANAPOLIS NEWSPAPERS. |
| SCHEDULE E, PART I, LINE 6A | FINANCIAL AID OR ASSISTANCE RECEIVED FROM A GOVERNMENTAL AGENCY: WABASH STUDENTS RECEIVE PELL GRANTS AND STAFFORD LOANS. THE COLLEGE HAS RECEIVED GRANTS FROM THE NATIONAL SCIENCE FOUNDATION, USDA, AND NATIONAL INSTITUTES OF HEALTH. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Central America and the Caribbean | Investments | $72,624,840 |
| North America | Investments | $4,334,682 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $76,959,522 | SubtotalSpentAmt |
| Total Spent | $76,959,522 | TotalSpentAmt |
| 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 | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (16 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| DUKE UNIVERSITY | |||||||
| 2 CHAPEL DRIVE | DURHAM | NC | 277080968 | 560532129 | 501(C)(3) | $30,000 | PROGRAM SUPPORT |
| WESTERN THEOLOGICAL SEMINARY | |||||||
| 101 EAST 13TH STREET | HOLLAND | MI | 49423 | 382009204 | 501(C)(3) | $20,000 | PROGRAM SUPPORT |
| ECKERD COLLEGE | |||||||
| 4200 54TH AVENUE SOUTH | ST PETERSBURG | FL | 33711 | 382009204 | 501(C)(3) | $19,800 | PROGRAM SUPPORT |
| GORDON COLLEGE | |||||||
| 255 GRAPEVINE ROAD | WENHAM | MA | 01984 | 042104258 | 501(C)(3) | $5,830 | PROGRAM SUPPORT |
| BOSTON UNIVERSITY | |||||||
| 745 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | 042103547 | 501(C)(3) | $19,510 | PROGRAM SUPPORT |
| LANCASTER THEOLOGICAL SEMINARY | |||||||
| 555 WEST JAMES STREET | LANCASTER | PA | 17603 | 231353386 | 501(C)(3) | $19,833 | PROGRAM SUPPORT |
| DREW UNIVERSITY | |||||||
| 36 MADISON AVENUE | MADISON | NJ | 07940 | 221487164 | 501(C)(3) | $19,982 | PROGRAM SUPPORT |
| CATHOLIC THEOLOGICAL UNION | |||||||
| 5401 S CORNELL AVE | CHICAGO | IL | 606155698 | 362647967 | 501(C)(3) | $20,000 | PROGRAM SUPPORT |
| ST NORBERT COLLEGE | |||||||
| 100 GRANT STREET | DE PERE | WI | 54115 | 391399496 | 501(C)(3) | $19,600 | PROGRAM SUPPORT |
| DENVER SEMINARY | |||||||
| 6399 SOUTH SANTA FE DRIVE | LITTLETON | CO | 80120 | 840421879 | 501(C)(3) | $19,782 | PROGRAM SUPPORT |
| PACIFIC SCHOOL OF RELIGION | |||||||
| 2770 MARIN AVENUE | BERKLEY | CA | 94708 | 941186179 | 501(C)(3) | $19,988 | PROGRAM SUPPORT |
| TRINITY LUTHERAN COLLEGE | |||||||
| 2802 WESTMORE AVENUE | EVERETT | WA | 98201 | 910654200 | 501(C)(3) | $19,195 | PROGRAM SUPPORT |
| PAYNE THEOLOGICAL SEMINARY | |||||||
| 1230 WILBERFORCE-CLIFTON RD | WILBERFORCE | OH | 453840474 | 316000921 | 501(C)(3) | $19,998 | PROGRAM SUPPORT |
| TRINITY INTERNATIONAL UNIVERSITY | |||||||
| 2065 HALF DAY ROAD | DEERFIELD | IL | 600151241 | 362216176 | 501(C)(3) | $15,000 | PROGRAM SUPPORT |
| INDIANA UNIVERSITY | |||||||
| 107 S INDIANA AVE | BLOOMINGTON | IN | 474051223 | 356001673 | 501(C)(3) | $15,000 | PROGRAM SUPPORT |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||||
| 3040 MANNING DR | CHAPEL HILL | NC | 275993225 | 566001393 | 501(C)(3) | $15,000 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 16 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (13 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| MERIT SCHOLARSHIPS | 31 | $67,874 |
| SUMMER FELLOWSHIPS | 13 | $65,000 |
| PASTORAL LEADERSHIP PROGRAM | 8 | $3,016 |
| STUDY ABROAD GRANTS | 3 | $9,000 |
| SEED | 1 | $468 |
| STUDENT PRIZES & AWARDS | 113 | $43,842 |
| FACULTY SUPPORT | 9 | $17,364 |
| PROGRAM SERVICE | 1 | $1,246 |
| EMPLOYEE SERVICE AWARDS | 5 | $2,663 |
| ALL OTHER PLAQUES, TROPHIES AND AWARDS | 60 | $51,583 |
| FRATERNITY CLEANING | 49 | $11,951 |
| STUDENT GRANTS & SCHOLARSHIPS | 902 | $16,520,292 |
| COMMUNITY SERVICE | 1 | $84 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE US: GRANTS ARE MADE TO ACCREDITED SCHOOLS AND SEMINARIES. BOTH FINANCIAL AND NARRATIVE REPORTS OF GRANT ACTIVITIES ARE REQUIRED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | 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 | Yes (true) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (true) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GREGORY HESS | ||||||||||||||
| PRESIDENT & TRUSTEE(7/13-12/13 | $192,052 | $0 | $0 | $0 | $0 | $0 | $26,375 | $0 | $26,346 | $0 | $244,773 | $0 | $0 | $0 |
| GARY PHILLIPS | ||||||||||||||
| DEAN OF COLLEGE | $178,387 | $0 | $0 | $0 | $0 | $0 | $18,207 | $0 | $9,911 | $0 | $206,505 | $0 | $0 | $0 |
| LARRY GRIFFITH | ||||||||||||||
| TREASURER AND CFO | $169,576 | $0 | $0 | $0 | $0 | $0 | $17,309 | $0 | $9,886 | $0 | $196,771 | $0 | $0 | $0 |
| STEVEN KLEIN | ||||||||||||||
| DEAN OF ADMISSIONS | $149,478 | $0 | $0 | $0 | $0 | $0 | $15,549 | $0 | $10,464 | $0 | $175,491 | $0 | $0 | $0 |
| MICHAEL RATERS | ||||||||||||||
| DEAN OF STUDENTS | $112,854 | $0 | $0 | $0 | $0 | $0 | $11,774 | $0 | $45,097 | $0 | $169,725 | $0 | $0 | $0 |
| CHARLES BLAICH | ||||||||||||||
| DIRECTOR OF CILA & HEDS | $137,060 | $0 | $0 | $0 | $0 | $0 | $14,437 | $0 | $74,728 | $0 | $226,225 | $0 | $0 | $0 |
| PATRICK WHITE | ||||||||||||||
| FORMER PRESIDENT (1/13-6/13) | $166,244 | $109,375 | $27,626 | $32,305 | $335,550 | |||||||||
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, QUESTION 1A | INFORMATION REGARDING BENEFITS PROVIDED: WABASH COLLEGE PROVIDES A RESIDENCE FOR PERSONAL USE, WHICH IS NOT INCLUDED IN TAXABLE COMPENSATION, TO GREGORY HESS, THE COLLEGE'S PRESIDENT AND TO GARY A. PHILLIPS, THE DEAN OF THE COLLEGE. THE RESIDENCES ARE PROVIDED FOR THE CONVENIENCE OF WABASH COLLEGE. BOTH THE PRESIDENT AND THE DEAN WERE REQUIRED TO LIVE IN THEIR RESPECTIVE RESIDENCES AS A CONDITION OF THEIR EMPLOYMENT. ADDITIONALLY, THE RESIDENCES ARE CONTIGUOUS TO WABASH'S CAMPUS AND ARE REGULARLY USED TO CONDUCT BUSINESS. TRAVEL FOR COMPANIONS WAS PROVIDED TO THE PRESIDENT TO FURTHER BUSINESS ACTIVITIES CONDUCTED ON BEHALF OF THE COLLEGE. HOUSEHOLD SERVICES, PERSONAL USE OF AUTOMOBILES AND THE PERSONAL PORTION OF SOCIAL CLUB DUES WERE INCLUDED IN TAXABLE INCOME. |
| SCHEDULE J, PART I, LINE 4A | SEVERANCE PAYMENTS: THE AMOUNT REPORTED AS OTHER COMPENSATION FOR PATRICK WHITE INCLUDES A SEVERENCE PAYMENT IN THE AMOUNT OF $109,375. |
| SCHEDULE J, PART I, LINE 8 | INITIAL CONTRACT EXCEPTION: GREGORY HESS ENTERED INTO AN INITIAL CONTRACT WITH THE COLLEGE ON JULY 1, 2013. THE CONTRACT SETS HIS SALARY BASE AT $400,000 FOR THE YEAR. |
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 | INDIANA FINANCE AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 351602316 | BondIssuerEIN |
| Bond Issued | 2013-04-29 | BondIssuedDt |
| Issue Price | $41,632,000 | IssuePriceAmt |
| Purpose | REFINANCE 2001 AND 2003 BONDS | 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 | $41,632,000 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $41,547,891 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $84,019 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $0 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| 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 | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Bond Iss Meet Prvt Sec Pymt Test | Yes (true) | 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 | Yes (true) | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | Yes (true) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (true) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN CHASE BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 16.11 | TermOfHedgePct |
| Superintegrated Hedge | false | SuperintegratedHedgeInd |
| Hedge Terminated | false | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| 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 |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NOT REQUIRED | PersonNm |
| Relationship With Org | NOT REQUIRED | RelationshipWithOrgTxt |
| Cash Grant | $91,854 | CashGrantAmt |
| Type Of Assistance | SCHOLARSHIPS | TypeOfAssistanceTxt |
| Assistance Purpose | FINANCIAL AID | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMERICAN FUNDS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE PART V | RelationshipDescriptionTxt |
| Transaction | $233,479 | TransactionAmt |
| Transaction | FINANCIAL SERVICES | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE L, PART III | FINANCIAL AID TO INTERESTED PERSONS AND/OR FAMILY MEMBERS: THE AMOUNT LISTED IN PART III REPRESENTS FINANCIAL AID THAT WAS AWARDED TO INTERESTED PERSONS AND/OR FAMILY MEMBERS. THE ONLY AMOUNTS AWARDED ARE SCHOLARSHIPS AND FINANCIAL AID AWARDS. THESE FUNDS ARE DISBURSED BY THE COLLEGE'S FINANCIAL AID DEPARTMENT IN STRICT ADHERENCE TO ALL FEDERAL AND STATE REGULATIONS. |
| SCHEDULE L, PART IV | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: KEVIN CLIFFORD, A TRUSTEE, IS PRESIDENT AND CEO OF AMERICAN FUNDS. WABASH COLLEGE HAS A PORTION OF ITS ENDOWMENT FUND AND 403(B) PLAN WITH AMERICAN FUNDS. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 110 | ContributionCnt |
| Noncash Contributions Rpt F990 | $48,250 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 43 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,063,425 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| 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 | FURNITURE | Desc |
| Contribution | 58 | ContributionCnt |
| Noncash Contributions Rpt F990 | $90,190 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, QUESTION 32A | FormAndLineReferenceDesc |
| Explanation | NONCASH CONTRIBUTIONS: JPMORGAN CHASE BANK AND GOELZER INVESTMENT MANAGEMENT ARE WABASH'S CUSTODIANS WHO PROCESS AND SELL GIFTS OF STOCK. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, QUESTION 6 & 7A | CLASSES OF MEMBER OR STOCKHOLDERS: ALUMNI OF WABASH COLLEGE ARE CONSIDERED MEMBERS. AN ALUMNUS IS ANY PERSON WHO ATTENDED WABASH FOR AT LEAST TWO SEMESTERS. EVERY EVEN-NUMBERED YEAR, ALUMNI ELECT TWO TRUSTEES TO THE BOARD. EVERY ODD-NUMBERED YEAR, ALUMNI ELECT ONE TRUSTEE TO THE BOARD. |
| FORM 990, PART VI, QUESTION 11B | PROCESS TO REVIEW THE FORM 990: THE AUDIT COMMITTEE CHAIRMAN, THE CONTROLLER, AND THE TREASURER/CFO DO A DETAILED REVIEW OF THE 990. THE AUDIT COMMITTEE IS GIVEN A CHANCE TO REVIEW THE RETURN BEFORE IT IS GIVEN TO THE FULL BOARD. AN ELECTRONIC COPY OF THE FORM IS AVAILABLE TO THE ENTIRE BOARD PRIOR TO FILING. AN INDEPENDENT ACCOUNTING FIRM PERFORMS A DETAILED REVIEW OF THE 990 PRIOR TO FILING. |
| FORM 990, PART VI, QUESTION 12C | PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: CONFLICT OF INTEREST QUESTIONNAIRES ARE SENT TO ALL BOARD MEMBERS. THE CONTROLLER REVIEWS THE COMPLETED FORMS. THERE HAVE BEEN FEW CONFLICTS ON THE BOARD, BUT WHEN ONE DOES OCCUR, THE BOARD MEMBER RECUSES HIMSELF FROM VOTING. THE CONFLICT OF INTEREST AND THE RECUSAL ARE NOTED IN THE MINUTES OF THE BOARD MEETING. |
| FORM 990, PART VI, QUESTION 15A & 15B | REVIEW OF CEO OR TOP MGMT OFFICIAL COMPENSATION: THE PRESIDENT'S COMPENSATION IS REVIEWED AND DETERMINED ANNUALLY BY A COMPENSATION COMMITTEE CONSISTING OF THE CHAIRMAN OF THE BOARD OF TRUSTEES AND THE CHAIRMAN OF THE EXECUTIVE COMMITTEE. THE COMMITTEE CONSIDERS DATA FROM OTHER SCHOOLS, AMONG OTHER THINGS, IN MAKING ITS REVIEW. THE PRESIDENT REVIEWS AND DETERMINES THE COMPENSATION OF THE DEANS AND THE OTHER MEMBERS OF THE PRESIDENT'S STAFF ON AN ANNUAL BASIS, WITH THE ADVICE AND CONSENT OF THE COMPENSATION COMMITTEE. ALL COMPENSATION DECISIONS ARE NOTED IN THE COLLEGE'S BOOKS AND RECORDS. OFFICER COMPENSATION WAS LAST REVIEWED IN JANUARY 2014. |
| FORM 990, PART VI, QUESTION 19 | GOVERNING DOCUMENTS, CONFLICT OF INT. POLICY, AND FINANCIAL STATEMENTS: WABASH COLLEGE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON WABASH'S WEBSITE. |
| FORM 990, PART XI, LINE 9 | COMPENSATION OF OFFICERS: FRED RUEBECK IS PAID A SERVICE FEE IN THE AMOUNT OF $50,000 AND DOES NOT RECEIVE ANY EMPLOYEE BENEFITS OR DEFERRED COMPENSATION. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES: $ (506,270) DEFINED-BENEFIT POSTRETIREMENT HEALTH PLAN (18,026) PROVISION FOR EARLY RETIREMENT INCENTIVE ------------ $ (524,066) TOTAL CHANGE IN NET ASSETS |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| GREAT LAKES COLLEGES ASSOCIATION INC | ||||||||||
| 535 W WILLIAM NO 301 | ANN ARBOR | MI | 481034943 | 381678376 | EDUC. SUPPORT | MI | 501(C)3 | 11 TYPE 1 | NA | false |
| INDEPENDENT COLLEGES OF INDIANA INC | ||||||||||
| 30 SOUTH MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | 310901001 | EDUC. SUPPORT | IN | 501(C)3 | 11 TYPE 1 | NA | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (28) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TRUST | PrimaryActivitiesTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | TRUST | EntityTypeTxt |
| 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 | false | TransferFromOtherOrgInd |