WGU CORPORATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WGU CORPORATION (EIN 84-1383926)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201521349349307707
- 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 C
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T16:52:47-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341878512 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 S WEST TEMPLE STE 650 | AddressLine1 |
| City | SALT LAKE CITY | City |
| State | UT | State |
| ZIP Code | 84101 | 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 | 841383926 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN GOVERNORS UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 8012743280 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 SOUTH 700 EAST NO 700 | AddressLine1 |
| City | SALT LAKE CITY | City |
| State | UT | State |
| ZIP Code | 84107 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID GROW | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8012743280 | PhoneNum |
| Signature | 2015-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J COLE | PreparerPersonNm |
| PTIN | P00137753 | PTIN |
| Phone | 8013649300 | PhoneNum |
| Preparation | 2015-04-29 | PreparationDt |
| 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 | DR ROBERT MENDENHALL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 SOUTH 700 EAST | AddressLine1 |
| City | SALT LAKE CITY | City |
| State | UT | State |
| ZIP Code | 84107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $312,186,276 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WGU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | UT | LegalDomicileStateCd |
| Activity Or Mission | TO OPERATE AND ADMINISTER AN ORGANIZATION OF HIGHER LEARNING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 2873 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$5,183 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,644,386 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,597,909 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $248,123,816 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $287,871,255 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,481,033 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,936,216 | CYInvestmentIncomeAmt |
| PY Other Revenue | $57,974 | PYOtherRevenueAmt |
| CY Other Revenue | $42,878 | CYOtherRevenueAmt |
| PY Total Revenue | $255,307,209 | PYTotalRevenueAmt |
| CY Total Revenue | $304,448,258 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,661,038 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,223,194 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $117,748,450 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $146,289,887 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $115,049,811 | PYOtherExpensesAmt |
| CY Other Expenses | $127,340,831 | CYOtherExpensesAmt |
| PY Total Expenses | $240,459,299 | PYTotalExpensesAmt |
| CY Total Expenses | $285,853,912 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $14,847,910 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,594,346 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $134,203,911 | TotalAssetsBOYAmt |
| Total Assets EOY | $170,925,740 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $78,418,550 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $90,398,016 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $55,785,361 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $80,527,724 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO OPERATE AND ADMINISTER AN ORGANIZATION OF HIGHER LEARNING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $266,492,517 | ExpenseAmt |
| Grant | $12,223,194 | GrantAmt |
| Revenue | $287,914,133 | RevenueAmt |
| Desc | WESTERN GOVERNORS UNIVERSITY IS AN ONLINE UNIVERSITY DRIVEN BY A MISSION TO EXPAND ACCESS TO HIGHER EDUCATION THROUGH ONLINE, COMPETENCY-BASED DEGREE PROGRAMS. WGU HAS FLOURISHED INTO A NATIONAL UNIVERSITY, SERVING OVER 46,000 STUDENTS FROM ALL 50 STATES. THE UNIVERSITY CONTINUES TO OPEN DOORS FOR ADULT LEARNERS WHO NEED FLEXIBILITY TO ACHIEVE THEIR EDUCATION AND CAREER GOALS. WGU'S INNOVATIVE COMPETENCY-BASED ACADEMIC APPROACH MAKES ITPOSSIBLE, ALLOWING INDIVIDUALS TO FIT THEIR EDUCATION INTO THEIR LIVES, NOT THE OTHER WAY AROUND. | Desc |
| Total Program Service Expenses | $266,492,517 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 684 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2873 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID GROW | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8012743280 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 SOUTH 700 EAST | AddressLine1 |
| City | SALT LAKE CITY | City |
| State | UT | State |
| ZIP Code | 84107 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DR ROBERT MENDENHALL | ||||||||
| PRESIDENT/TRUSTEE | 40.00 | Yes (X) | Yes (X) | $840,660 | $0 | $37,451 | ||
| FRANK ALVAREZ | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR THERESE CRANE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LENNY MENDONCA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT E EVANSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THE HONORABLE JIM GERINGER | ||||||||
| CHARIMAN/AUDIT COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TAMMY JOHNS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR BRENDA WILSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THE HONORABLE JOHN HICKENLOOPER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID SIMMONS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR SAMUEL H SMITH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR EMILY S DEROCCO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HONORABLE GARY HERBERT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR JOE HAIRSTON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID GROW | ||||||||
| VP FINANCE | 40.00 | Yes (X) | $266,340 | $0 | $34,218 | |||
| RAGHU KRISHNAIAH | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $56,884 | $0 | $6,452 | |||
| PATRICK PARTRIDGE | ||||||||
| VP MARKETING | 40.00 | $232,186 | $0 | $28,036 | Yes (X) | |||
| NIEL NICKOLAISEN | ||||||||
| CHIEF INFORMATION OFFICER | 40.00 | $224,413 | $0 | $32,752 | Yes (X) | |||
| DAVID LEASURE | ||||||||
| PROVOST/CHIEF ACADEMIC OFFICER | 40.00 | $288,005 | $0 | $34,743 | Yes (X) | |||
| BARBARA JEAN FLOTEN | ||||||||
| CHANCELLOR - WGU WASHINGTO | 40.00 | $222,307 | $0 | $25,844 | Yes (X) | |||
| STEVEN P KLINGLER | ||||||||
| ASSISTANT TO PRESIDENT FOR | 40.00 | $219,567 | $0 | $33,204 | Yes (X) | |||
| MARK K WEATHERS | ||||||||
| DEPUTY CHIEF TECHNOLOGY OFFICER | 40.00 | $135,343 | $0 | $26,654 | Yes (X) | |||
| JASON T LEVIN | ||||||||
| VP INSTRUCTIONAL RESEARCH | 40.00 | $200,955 | $0 | $24,522 | Yes (X) | |||
| ROBERT COLLINS | ||||||||
| VICE PRESIDENT FINANCIAL AID | 40.00 | $193,440 | $0 | $25,982 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,880,100 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $309,858 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMPBELL-EWALD | |||||
| PO BOX 7247-7821 | PHILADELPHIA | PA | 84130 | ADVERTISING | $19,046,177 |
| PO BOX 91128 | SEATTLE | WA | 98111 | WEB MARKETING | $13,364,930 |
| PEARSON | |||||
| ONE LAKE STREET | UPPER SADDLE RIVER | NJ | 07458 | LEARNING RESOURCES | $8,747,890 |
| YAHOO SEARCH MARKETING | |||||
| 14010 FNB PARKWAY | OMAHA | NE | 68154 | WEB MARKETING | $3,037,791 |
| TASKSTREAM | |||||
| 71 WEST 23RD STREET | NEW YORK | NY | 10010 | LICENSES | $2,366,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 160 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $354,307 | GovernmentGrantsAmt |
| All Other Contributions | $12,243,602 | AllOtherContributionsAmt |
| Total Contributions | $12,597,909 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION AND FEES | Desc |
| Business | 611430 | BusinessCd |
| Total Revenue Column | $287,871,255 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $287,871,255 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $287,871,255 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,520,684 | TotalRevenueColumnAmt |
| Exclusion | $2,520,684 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,153,550 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,738,018 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,415,532 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,415,532 | TotalRevenueColumnAmt |
| Exclusion | $1,415,532 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $42,878 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $42,878 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $42,878 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $304,448,258 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $287,914,133 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,936,216 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,223,194 | TotalAmt |
| Program Services | $12,223,194 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,221,576 | TotalAmt |
| Program Services | $2,081,020 | ProgramServicesAmt |
| Management And General | $140,556 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,728,205 | TotalAmt |
| Program Services | $105,596,048 | ProgramServicesAmt |
| Management And General | $7,132,157 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,442,497 | TotalAmt |
| Program Services | $5,095,229 | ProgramServicesAmt |
| Management And General | $347,268 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,566,062 | TotalAmt |
| Program Services | $15,873,066 | ProgramServicesAmt |
| Management And General | $1,692,996 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,331,547 | TotalAmt |
| Program Services | $7,896,858 | ProgramServicesAmt |
| Management And General | $434,689 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,348 | TotalAmt |
| Program Services | $20,798 | ProgramServicesAmt |
| Management And General | $201,550 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $723,641 | TotalAmt |
| Program Services | $874 | ProgramServicesAmt |
| Management And General | $722,767 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,105 | TotalAmt |
| Management And General | $124,105 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $682,724 | TotalAmt |
| Management And General | $682,724 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,749,501 | TotalAmt |
| Program Services | $25,345,906 | ProgramServicesAmt |
| Management And General | $3,403,595 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,612,739 | TotalAmt |
| Program Services | $47,750,623 | ProgramServicesAmt |
| Management And General | $862,116 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,461,358 | TotalAmt |
| Program Services | $3,854,535 | ProgramServicesAmt |
| Management And General | $606,823 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,163,346 | TotalAmt |
| Program Services | $7,706,659 | ProgramServicesAmt |
| Management And General | $456,687 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,673,282 | TotalAmt |
| Program Services | $2,405,954 | ProgramServicesAmt |
| Management And General | $267,328 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,245,448 | TotalAmt |
| Program Services | $4,892,768 | ProgramServicesAmt |
| Management And General | $352,680 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,170,202 | TotalAmt |
| Program Services | $1,087,881 | ProgramServicesAmt |
| Management And General | $82,321 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,037,728 | TotalAmt |
| Program Services | $2,768,834 | ProgramServicesAmt |
| Management And General | $268,894 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,666 | TotalAmt |
| Program Services | $58,848 | ProgramServicesAmt |
| Management And General | $318,818 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LEARNING RESOURCES | $21,282,411 | $21,270,961 | $11,450 |
| BAD DEBT | $1,208,011 | $1,208,011 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $606,321 | TotalAmt |
| Program Services | $562,461 | ProgramServicesAmt |
| Management And General | $43,860 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,853,912 | TotalAmt |
| Program Services | $266,492,517 | ProgramServicesAmt |
| Management And General | $19,361,395 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,588,164 | BOYAmt |
| EOY | $6,862,224 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,687 | BOYAmt |
| EOY | $55,491 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,498,686 | BOYAmt |
| EOY | $10,253,865 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,555,121 | BOYAmt |
| EOY | $2,467,473 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,559,382 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,591,003 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,260,415 | BOYAmt |
| EOY | $5,968,379 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,820,663 | BOYAmt |
| EOY | $143,397,843 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,403,175 | BOYAmt |
| EOY | $1,920,465 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,203,911 | BOYAmt |
| EOY | $170,925,740 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,280,213 | BOYAmt |
| EOY | $24,160,414 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,138,337 | BOYAmt |
| EOY | $66,237,602 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,418,550 | BOYAmt |
| EOY | $90,398,016 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,582,215 | BOYAmt |
| EOY | $80,193,430 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,146 | BOYAmt |
| EOY | $144,294 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $190,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,785,361 | BOYAmt |
| EOY | $80,527,724 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,203,911 | BOYAmt |
| EOY | $170,925,740 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $18,594,346 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,148,017 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $124,105 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $124,105 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $285,729,807 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $285,853,912 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $82,406 | CurrentYearMinus3Amt |
| Current Year Minus2 | $122,297 | CurrentYearMinus2Amt |
| Current Year Minus1 | $166,354 | CurrentYearMinus1Amt |
| Current Year | $124,105 | CurrentYearAmt |
| Total | $495,162 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $125,459 | BeginningYearBalanceAmt |
| Contributions | $140,000 | ContributionsAmt |
| Investment Earnings Or Losses | $20,844 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,500 | OtherExpendituresAmt |
| End Year Balance | $278,803 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $124,546 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,439 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,526 | OtherExpendituresAmt |
| End Year Balance | $125,459 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $144,900 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$12,828 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,526 | OtherExpendituresAmt |
| End Year Balance | $124,546 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $119,032 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $32,588 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,720 | OtherExpendituresAmt |
| End Year Balance | $144,900 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $94,690 | BeginningYearBalanceAmt |
| Contributions | $54,877 | ContributionsAmt |
| Investment Earnings Or Losses | -$24,535 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,000 | OtherExpendituresAmt |
| End Year Balance | $119,032 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.68150 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.31850 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $536,942 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $107,146 | DepreciationAmt |
| Book Value | $429,796 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,550,581 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $637,526 | DepreciationAmt |
| Book Value | $913,055 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $14,471,859 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $9,846,331 | DepreciationAmt |
| Book Value | $4,625,528 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,968,379 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $309,913,551 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,148,017 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $6,148,017 | RevenueNotReportedAmt |
| Revenue Subtotal | $303,765,534 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $682,724 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $682,724 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $304,448,258 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $285,171,188 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $285,171,188 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $682,724 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $682,724 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $285,853,912 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | PART V, LINE 4 THE ENDOWMENT FUNDS WILL BE USED TO FUND SCHOLARSHIPS. |
| PART X, LINE 2: | THE UNIVERSITY HAS NO TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN A TAX RETURN THAT DO NOT MEET THE "MORE-LIKELY-THAN-NOT" CRITERIA. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | WESTERN GOVERNORS UNIVERSITY'S POLICY ON NONDISCRIMINATION IS PROVIDED TO ALL POTENTIAL STUDENTS. ALL MEDIA SOLICITATIONS ADHERE TO THIS POLICY WHICH IS AVAILABLE TO THE PUBLIC ON THE SCHOOL'S WEB SITE. |
| SCHEDULE E, PART I, LINE 6 | WESTERN GOVERNORS UNIVERSITY RECEIVES GOVERNMENTAL AID FOR ITS MISSION PURPOSES. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AND TUITION WAIVERS | GrantTypeTxt |
| Recipient | 10945 | RecipientCnt |
| Cash Grant | $12,223,194 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SCHOLARSHIPS AND TUITION WAIVERS ARE AWARDED TO STUDENTS ATTENDING THE UNIVERSITY AND ARE APPLIED TOWARDS THEIR TUITION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR ROBERT MENDENHALL | ||||||||||||||
| PRESIDENT/TRUSTEE | $379,468 | $0 | $461,192 | $0 | $0 | $0 | $15,300 | $0 | $22,151 | $0 | $878,111 | $0 | $0 | $0 |
| DAVID GROW | ||||||||||||||
| VP FINANCE | $214,540 | $0 | $51,800 | $0 | $0 | $0 | $13,292 | $0 | $20,926 | $0 | $300,558 | $0 | $0 | $0 |
| PATRICK PARTRIDGE | ||||||||||||||
| VP MARKETING | $190,386 | $0 | $41,800 | $0 | $0 | $0 | $11,774 | $0 | $16,262 | $0 | $260,222 | $0 | $0 | $0 |
| NIEL NICKOLAISEN | ||||||||||||||
| CHIEF INFORMATION OFFICER | $192,613 | $0 | $31,800 | $0 | $0 | $0 | $11,931 | $0 | $20,821 | $0 | $257,165 | $0 | $0 | $0 |
| DAVID LEASURE | ||||||||||||||
| PROVOST/CHIEF ACADEMIC OFFICER | $256,805 | $0 | $31,200 | $0 | $0 | $0 | $15,300 | $0 | $19,443 | $0 | $322,748 | $0 | $0 | $0 |
| BARBARA JEAN FLOTEN | ||||||||||||||
| CHANCELLOR - WGU WASHINGTO | $185,507 | $0 | $36,800 | $0 | $0 | $0 | $11,400 | $0 | $14,444 | $0 | $248,151 | $0 | $0 | $0 |
| STEVEN P KLINGLER | ||||||||||||||
| ASSISTANT TO PRESIDENT FOR | $182,767 | $0 | $36,800 | $0 | $0 | $0 | $11,400 | $0 | $21,804 | $0 | $252,771 | $0 | $0 | $0 |
| MARK K WEATHERS | ||||||||||||||
| DEPUTY CHIEF TECHNOLOGY OFFICER | $133,543 | $0 | $1,800 | $0 | $0 | $0 | $8,400 | $0 | $18,254 | $0 | $161,997 | $0 | $0 | $0 |
| JASON T LEVIN | ||||||||||||||
| VP INSTRUCTIONAL RESEARCH | $149,155 | $0 | $51,800 | $0 | $0 | $0 | $6,228 | $0 | $18,294 | $0 | $225,477 | $0 | $0 | $0 |
| ROBERT COLLINS | ||||||||||||||
| VICE PRESIDENT FINANCIAL AID | $167,240 | $0 | $26,200 | $0 | $0 | $0 | $10,298 | $0 | $15,684 | $0 | $219,422 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES DETERMINES THE BONUS TYPES, BONUS POTENTIALS, AND THE PERFORMANCE GOALS FOR THE PRESIDENT AT THE BEGINNING OF THE FISCAL YEAR. THE AMOUNT OF BONUS ACTUALLY PAID AT THE END OF THE FISCAL YEAR IS BASED ON THE BOARD'S EVALUATION OF THE PRESIDENT'S PERFORMANCE. THE PRESIDENT IS AUTHORIZED BY THE BOARD TO DETERMINE THE BONUS POTENTIALS AND PERFORMANCE GOALS OF THE UNIVERSITY'S MANAGERS AND TO DETERMINE THE AMOUNT OF BONUS ACTUALLY PAID AT THE END OF THE FISCAL YEAR BASED ON THE PRESIDENT'S EVALUATION OF THE MANGER'S PERFORMANCE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (10 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| PATRICK PARTRIDGE JR | |||
| KEY EMPLOYEE'S SON | $52,185 | WAGES PAID | 0 |
| SAMANTHA DEBENHAM | |||
| OFFICER'S DAUGHTER | $30,280 | WAGES PAID | 0 |
| JAMIE RICE | |||
| OFFICER'S DAUGHTER | $13,088 | WAGES PAID | 0 |
| CHRISTOPHER PARTRIDGE | |||
| KEY EMPLOYEE'S SON | $34,219 | WAGES PAID | 0 |
| SPENCER GROW | |||
| OFFICER'S SON | $17,112 | WAGES PAID | 0 |
| CHRISTINA SHURTZ | |||
| OFFICER'S DAUGHTER | $8,111 | WAGES PAID | 0 |
| KATHLEEN SAUNDERS | |||
| OFFICER'S DAUGHTER | $21,059 | WAGES PAID | 0 |
| ADAM MENDENHALL | |||
| OFFICER'S SON | $15,312 | WAGES PAID | 0 |
| JULIA KINGLER | |||
| KEY EMPLOYEE'S DAUGHTER | $6,952 | WAGES PAID | 0 |
| EMILY MENDENHALL | |||
| OFFICER'S DAUGHTER | $1,133 | WAGES PAID | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | PROCESS USED TO REVIEW FORM 990 - A DRAFT OF THE FORM 990 IS FIRST REVIEWED BY THE CONTROLLER AND CFO. THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES IS PROVIDED A DRAFT COPY OF THE FORM 990 FOR REVIEW. THE RETURN IS SIGNED AND SUBMITTED AFTER EACH MEMBER OF THE COMMITTEE HAS COMPLETED THEIR REVIEW. A FINAL COPY OF THE FORM 990 IS DISTRIBUTED TO THE ENTIRE BOARD OF TRUSTEES FOLLOWING THE FILING OF THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING AND ENFORCING THE CONFLICT OF INTEREST POLICY THE UNIVERSITY'S CONFLICT OF INTEREST POLICY IS DOCUMENTED IN THE EMPLOYEE HANDBOOK. EACH NEW EMPLOYEE IS REQUIRED TO SIGN A DECLARATION THAT THEY HAVE READ AND UNDERSTAND THE UNIVERSITY'S EMPLOYEE HANDBOOK. THE UNIVERSITY RELIES ON ITS EMPLOYEES TO SELF-MONITOR AND SELF-REPORT COMPLIANCE TO ALL EMPLOYEE POLICIES AND PROCEDURES INCLUDING CONFLICT OF INTEREST ISSUES. ANY REPORTED VIOLATIONS OF THE CONFLICT OF INTEREST POLICY ARE AGGRESSIVELY INVESTIGATED AND PROPERLY RESOLVED. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION ABOUT EVERY FIVE YEARS, THE UNIVERSITY HIRES A COMPENSATION CONSULTING FIRM TO REVIEW THE COMPENSATION OF ITS PRESIDENT, OFFICERS, AND KEY EMPLOYEES AND COMPARES THIS INFORMATION TO OTHER UNIVERSITIES THROUGHOUT THE COUNTRY. BASED ON THIS REVIEW, THE CONSULTANTS MAKE RECOMMENDATIONS TO THE UNIVERSITY CONCERNING THE COMPENSATION OF THESE INDIVIDUALS. THE MOST RECENT REVIEW WAS PERFORMED DURING THE FISCAL YEAR ENDED JUNE 30, 2013. EVERY OTHER YEAR, THE UNIVERSITY PARTICIPATES IN A NATIONWIDE EMPLOYEE COMPENSATION SURVEY. IN ADDITION, THE UNIVERSITY PERFORMS THE FOLLOWING PROCEDURES ON AN ANNUAL BASIS: 1. REVIEWS COMPENSATION INFORMATION OF OTHER UNIVERSITIES THROUGHOUT THE COUNTRY. THIS INFORMATION IS OBTAINED FORM 990'S FOR NONPROFIT UNIVERSITIES AND 10K FILINGS FOR PROPRIETARY UNIVERSITIES. 2. THE PRESIDENT REVIEWS THE OFFICERS AND KEY EMPLOYEES' PERSONAL PERFORMANCE FOR THE PREVIOUS FISCAL YEAR IN RELATION TO GOALS AND OBJECTIVES PREVIOUSLY ESTABLISHED FOR THAT INDIVIDUAL AND THE UNIVERSITY AS A WHOLE. BASED ON THIS REVIEW THE PRESIDENT DETERMINES ANY COMPENSATION ADJUSTMENTS FOR THE CURRENT FISCAL YEAR. 3. THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE PRESIDENT'S PERSONAL PERFORMANCE FOR THE PREVIOUS FISCAL YEAR IN RELATION TO PREVIOUSLY ESTABLISHED GOALS AND OBJECTIVES OF THE UNIVERSITY. BASED ON THIS REVIEW, THE COMMITTEE DETERMINES ANY COMPENSATION ADJUSTMENTS FOR THE PRESIDENT IN THE CURRENT FISCAL YEAR. THE COMMITTEE ESTABLISHES GOALS AND OBJECTIVES FOR THE PRESIDENT FOR THE CURRENT FISCAL YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AFTER RECEIPT OF A TIMELY WRITTEN NOTICE. |
| FORM 990, PART IX, LINE 11G | RECRUITING: PROGRAM SERVICE EXPENSES 278,886. MANAGEMENT AND GENERAL EXPENSES 343,957. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 622,843. TEMPORARY STAFFING: PROGRAM SERVICE EXPENSES 1,937,465. MANAGEMENT AND GENERAL EXPENSES 24,702. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,962,167. BACKGROUND CHECKS: PROGRAM SERVICE EXPENSES 160. MANAGEMENT AND GENERAL EXPENSES 102,050. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 102,210. HONORARIUMS: PROGRAM SERVICE EXPENSES 62,700. MANAGEMENT AND GENERAL EXPENSES 14,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 76,700. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 926,202. MANAGEMENT AND GENERAL EXPENSES 35,001. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 961,203. ACCREDITATION: PROGRAM SERVICE EXPENSES 157,473. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 157,473. CONSULTING: PROGRAM SERVICE EXPENSES 5,950,796. MANAGEMENT AND GENERAL EXPENSES 1,523,541. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,474,337. MERCHANT FEES: PROGRAM SERVICE EXPENSES 269. MANAGEMENT AND GENERAL EXPENSES 788,278. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 788,547. PROCTORED ASSESSMENTS: PROGRAM SERVICE EXPENSES 4,041,594. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,041,594. 3RD PARTY CERTIFICATION EXAMS: PROGRAM SERVICE EXPENSES 3,105,271. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,105,271. EXTERNAL SERVICE PROVIDERS: PROGRAM SERVICE EXPENSES 7,322,504. MANAGEMENT AND GENERAL EXPENSES 572,066. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,894,570. DEMO TEACHING FEES: PROGRAM SERVICE EXPENSES 1,562,586. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,562,586. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| WGU INDIANA INC | ||||||||||
| 10 WEST MARKET STREET STE 1020 | INDIANAPOLIS | IN | 46204 | 273530075 | SCHOOL | IN | 501(C)(3) | LINE 2 | WGU | Yes (1) |
| WGU WASHINGTON INC | ||||||||||
| 1001 4TH AVE STE 3827 | SEATTLE | WA | 98154 | 463681966 | SCHOOL | WA | 501(C)(3) | LINE 2 | WGU | Yes (1) |
| WGU TEXAS INC | ||||||||||
| 221 WEST 6TH STREET STE 1050 | AUSTIN | TX | 78701 | 463688170 | SCHOOL | TX | 501(C)(3) | LINE 2 | WGU | Yes (1) |
| WGU MISSOURI INC | ||||||||||
| 8000 MARYLAND AVE STE 410 | ST LOUIS | MO | 63105 | 463698226 | SCHOOL | MO | 501(C)(3) | LINE 2 | WGU | Yes (1) |
| WGU TENNESSEE INC | ||||||||||
| 501 CORPORATE CENTRE DRIVE STE 390 | FRANKLIN | TN | 37067 | 463707548 | SCHOOL | TN | 501(C)(3) | LINE 2 | WGU | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |