INDIANA WESLEYAN UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- INDIANA WESLEYAN UNIVERSITY (EIN 35-0885591)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-10-30
- IRS object ID
- 201303039349300305
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-30T07:50:35-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E Main St Suite 700 | AddressLine1 |
| City | Fort Wayne | City |
| State | IN | State |
| ZIP Code | 46802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350885591 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA WESLEYAN UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % DR DUANE KILTY | InCareOfName |
| Name Control | INDI | NameControl |
| Phone | 7656772947 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 S WASHINGTON STREET | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | MARION | City |
| State | IN | State |
| ZIP Code | 46953 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DUANE KILTY | Name |
| Title | CFO | Title |
| Phone | 7656772947 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joyce A Dulworth | Name |
| Phone | 2604604000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DR DUANE KILTY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 S WASHINGTON STREET | AddressLine1 |
| City | MARION | City |
| State | IN | State |
| ZIP Code | 46953 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 274534483 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.INDWES.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1920 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | INDIANA WESLEYAN UNIVERSITY IS A CHRIST-CENTERED ACADEMIC COMMUNITY COMMITTED TO CHANGING THE WORLD BY DEVELOPING STUDENTS IN CHARACTER, SCHOLARSHIP, AND LEADERSHIP. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5057 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 11123105 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11014538 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 198694695 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 198931796 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3765425 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6457381 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1823473 | OtherRevenuePriorYear |
| Other Revenue Current Year | 93879 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 215406698 | TotalRevenuePriorYear |
| Total Revenue Current Year | 216497594 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 24960175 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 27314963 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 92699745 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 91424183 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1624514 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 85357436 | OtherExpensePriorYear |
| Other Expenses Current Year | 85490927 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 203017356 | TotalExpensesPriorYear |
| Total Expenses Current Year | 204230073 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 12389342 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 12267521 | RevenuesLessExpensesCY |
| Total Assets BOY | 422475725 | TotalAssetsBOY |
| Total Assets EOY | 437048714 | TotalAssetsEOY |
| Total Liabilities BOY | 62362192 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 58116884 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 360113533 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 378931830 | NetAssetsOrFundBalancesEOY |
| Mission Description | INDIANA WESLEYAN UNIVERSITY'S PURPOSE IS TO SEARCH FOR TRUTH, BY STUDY IN LIBERAL ARTS AND IN PROFESSIONAL EDUCATION WITHIN THE FRAMEWORK OF CHRISTIAN FAITH AND PHILOSOPHY SO THAT THE PERSON IS DEVELOPED FOR SERVICE TO GOD AND MAN IN THE CHURCH AND IN SOCIETY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 178237831 | Expense |
| Grants | 27188321 | Grants |
| Revenue | 198931796 | Revenue |
| Description | INSTRUCTION: THIS PROGRAM ENCOMPASSES A WIDE RANGE OF INSTRUCTION IN LIBERAL ARTS CURRICULUM, AS WELL AS PROVIDING TEXTBOOK DISTRIBUTION AND RESIDENTIAL DINING SERVICES FOR STUDENTS. BOOKSTORE: THIS PROGRAM SERVICE PROVIDES TEXTBOOK DISTRIBUTION FOR STUDENTS. FOOD SERVICE: THIS PROGRAM SERVICE PROVIDES STUDENTS RESIDENTIAL DINING SERVICES. | Description |
| Total Program Service Expense | 178237831 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 165 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 5057 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DR DUANE KILTY | NamePerson |
| Telephone Number | 7656772947 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 S WASHINGTON STREET | AddressLine1 |
| City | MARION | City |
| State | IN | State |
| ZIP Code | 46953 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (36 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | Average Hours Per Week RelatedAverageHoursPerWeekRelated |
|---|---|---|---|---|---|---|---|---|
| ANTHES PAUL | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| BICKEL J DANIEL | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| BOYLE DAVID | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| BRAY JOHN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| CADY DON | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| CARMICHAEL MICHAEL | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| CONRAD CHRISTOPHER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DENEFF STEVE | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ECKART MARK | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| EMERY STEVEN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| EVANS MALCOLM | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| GREEN BARBARA | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| HALL NORRIS | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| HINES BARRY | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| HOLLENBECK KAREN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| HOOVER EDWIN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MEEKS MARK | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MYERS KEVIN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| OTT DONALD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| OTT GARY | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| QUINN PAULA | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| RAY PETRA | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| SCHMIDT THOMAS | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| SHEPHERD CARL | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| SLOAN DALE | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| SMITH EVRETT | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| STOREY JOHN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| WILLIS ARON | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| FREEMEAN JEFF | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| SMITH HENRY | ||||||||
| PRESIDENT | 40.0 | 235050 | 0 | 91204 | X | |||
| KILTY DUANE | ||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | 138191 | 0 | 25969 | X | |||
| WRIGHT DAVID | ||||||||
| PROVOST & CHIEF ACADEMIC OFFIC | 40.0 | 134160 | 0 | 25790 | X | |||
| NEWMAN J KEITH | ||||||||
| EXECUTIVE VICE PRESIDENT | 39.0 | 135174 | 0 | 27574 | X | 1.0 | ||
| AITCHISON BRIDGET | ||||||||
| VP - ADULT & GRADUATE STUDIES | 40.0 | 127878 | 0 | 57736 | X | |||
| TONAGEL GREG | ||||||||
| HEAD BASKETBALL COACH | 40.0 | 124548 | 0 | 22034 | X | |||
| JOHNSON RB | ||||||||
| CHAIR/PROF OF GRAD LEADERSHIP | 40.0 | 118326 | 0 | 22990 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1013327 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 273297 | TotalOtherCompensation |
| Number Individuals GT100 K | 12 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| INSTITUTE FOR PROFESSIONAL DEVELOPM | |||||
| 4025 S RIVERPOINT PARKWAY 6TH FLOO | PHOENIX | AZ | 85040 | MARKETING/ACCOUNTING | 19129200 |
| PASKILL STAPLETON AND LORD | |||||
| ONE ROBERTS AVENUE | GLENSIDE | PA | 19038 | MARKETING | 5490002 |
| PIONEER COLLEGE CATERERS | |||||
| 303 GLENROSE AVENUE | NASHVILLE | TN | 37210 | FOOD SERVICE | 4721766 |
| WEIGAND CONSTRUCTION | |||||
| 7808 HONEYWELL DRIVE | FORT WAYNE | IN | 46825 | CONSTRUCTION | 20842405 |
| PLATTFORM ADVERTISING | |||||
| 3425 MOMENTUM PL | CHICAGO | IL | 60689 | ADVERTISING | 665000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 23 | NumberOfContractorsGT100K |
| Related Organizations | 2708659 | RelatedOrganizations |
| Government Grants | 1424122 | GovernmentGrants |
| All Other Contributions | 6881757 | AllOtherContributions |
| Noncash Contributions | 1793622 | NoncashContributions |
| Total Contributions | 11014538 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 900099 | 165571322 | 165571322 |
| BOOKSTORE | 451211 | 12583746 | 12583746 |
| FOOD SERVICE | 721310 | 8735378 | 8735378 |
| RESIDENCE HALLS | 721310 | 9152592 | 9152592 |
| CONFERENCES | 900099 | 2276869 | 2276869 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 611889 | TotalRevenueColumn |
| Related Or Exempt Function Income | 611889 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 198931796 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4690885 | TotalRevenueColumn |
| Exclusion | $4,690,885 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 900780 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 806901 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 93879 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 93879 | TotalRevenueColumn |
| Exclusion | $93,879 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 58996484 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 57229988 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1766496 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1766496 | TotalRevenueColumn |
| Exclusion | $1,766,496 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 216497594 | TotalRevenueColumn |
| Related Or Exempt Function Income | 198931796 | RelatedOrExemptFunctionIncome |
| Exclusion | $6,551,260 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126642 | Total |
| Program Services | 126642 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27188321 | Total |
| Program Services | 27188321 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1145308 | Total |
| Program Services | 962059 | ProgramServices |
| Management And General | 171796 | ManagementAndGeneral |
| Fundraising | 11453 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66832869 | Total |
| Program Services | 56139610 | ProgramServices |
| Management And General | 10024930 | ManagementAndGeneral |
| Fundraising | 668329 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4415525 | Total |
| Program Services | 3709041 | ProgramServices |
| Management And General | 662329 | ManagementAndGeneral |
| Fundraising | 44155 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14458274 | Total |
| Program Services | 12144950 | ProgramServices |
| Management And General | 2168741 | ManagementAndGeneral |
| Fundraising | 144583 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4572207 | Total |
| Program Services | 3840654 | ProgramServices |
| Management And General | 685831 | ManagementAndGeneral |
| Fundraising | 45722 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 318918 | Total |
| Program Services | 267891 | ProgramServices |
| Management And General | 47838 | ManagementAndGeneral |
| Fundraising | 3189 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3135507 | Total |
| Program Services | 2633826 | ProgramServices |
| Management And General | 470326 | ManagementAndGeneral |
| Fundraising | 31355 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17721706 | Total |
| Program Services | 14886233 | ProgramServices |
| Management And General | 2658256 | ManagementAndGeneral |
| Fundraising | 177217 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9570202 | Total |
| Program Services | 8038970 | ProgramServices |
| Management And General | 1435530 | ManagementAndGeneral |
| Fundraising | 95702 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7063415 | Total |
| Program Services | 5933269 | ProgramServices |
| Management And General | 1059512 | ManagementAndGeneral |
| Fundraising | 70634 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3357349 | Total |
| Program Services | 2820173 | ProgramServices |
| Management And General | 503602 | ManagementAndGeneral |
| Fundraising | 33574 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5182948 | Total |
| Program Services | 4353677 | ProgramServices |
| Management And General | 777442 | ManagementAndGeneral |
| Fundraising | 51829 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1784126 | Total |
| Program Services | 1498666 | ProgramServices |
| Management And General | 267619 | ManagementAndGeneral |
| Fundraising | 17841 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 494026 | Total |
| Program Services | 414982 | ProgramServices |
| Management And General | 74104 | ManagementAndGeneral |
| Fundraising | 4940 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124566 | Total |
| Program Services | 104635 | ProgramServices |
| Management And General | 18685 | ManagementAndGeneral |
| Fundraising | 1246 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11176046 | Total |
| Program Services | 9387879 | ProgramServices |
| Management And General | 1676407 | ManagementAndGeneral |
| Fundraising | 111760 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 833715 | Total |
| Program Services | 700321 | ProgramServices |
| Management And General | 125057 | ManagementAndGeneral |
| Fundraising | 8337 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BOOKSTORE | 10437140 | 10437140 | ||
| FOOD SERVICE | 4026441 | 4026441 | ||
| PROFESSIONAL DEVELOPMENT | 1541117 | 1294538 | 231168 | 15411 |
| OTHER | 8723705 | 7327913 | 1308555 | 87237 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204230073 | Total |
| Program Services | 178237831 | ProgramServices |
| Management And General | 24367728 | ManagementAndGeneral |
| Fundraising | 1624514 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23924 | BOY |
| EOY | 26916 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27378713 | BOY |
| EOY | 19223631 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1441951 | BOY |
| EOY | 1844236 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11696145 | BOY |
| EOY | 8986860 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12007385 | BOY |
| EOY | 11704423 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2268298 | BOY |
| EOY | 1680644 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3134131 | BOY |
| EOY | 2076088 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 382567351 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 111608743 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 259288550 | BOY |
| EOY | 270958608 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99972910 | BOY |
| EOY | 114826168 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5263718 | BOY |
| EOY | 5721140 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 422475725 | BOY |
| EOY | 437048714 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27489831 | BOY |
| EOY | 29538147 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9586063 | BOY |
| EOY | 3511096 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15000000 | BOY |
| EOY | 15000000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 863976 | BOY |
| EOY | 885210 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9422322 | BOY |
| EOY | 9182431 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62362192 | BOY |
| EOY | 58116884 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 302206573 | BOY |
| EOY | 309498194 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46520832 | BOY |
| EOY | 25048952 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11386128 | BOY |
| EOY | 44384684 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 360113533 | BOY |
| EOY | 378931830 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 422475725 | BOY |
| EOY | 437048714 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 12267521 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 6428096 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 122680 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 82256405 | BeginningOfYearBalance |
| Contributions | 16266288 | Contributions |
| Investment Earnings Or Losses | 11232368 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2439070 | GrantsOrScholarships |
| End Of Year Balance | 107315991 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 80370755 | BeginningOfYearBalance |
| Contributions | 7068750 | Contributions |
| Investment Earnings Or Losses | -2189531 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2993569 | GrantsOrScholarships |
| End Of Year Balance | 82256405 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 55922001 | BeginningOfYearBalance |
| Contributions | 13313576 | Contributions |
| Investment Earnings Or Losses | 13219374 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2084206 | GrantsOrScholarships |
| End Of Year Balance | 80370745 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 44789457 | BeginningOfYearBalance |
| Contributions | 4565677 | Contributions |
| Investment Earnings Or Losses | 4899897 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1333020 | GrantsOrScholarships |
| End Of Year Balance | 52922011 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 51057519 | BeginningOfYearBalance |
| Contributions | 2738870 | Contributions |
| Investment Earnings Or Losses | -7486636 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1520296 | GrantsOrScholarships |
| End Of Year Balance | 44789457 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.43400 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.41400 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.15200 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 23131815 | OtherCostOrOtherBasis |
| Book Value | 23131815 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 266308081 | OtherCostOrOtherBasis |
| Depreciation | 66926420 | Depreciation |
| Book Value | 199381661 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 44810705 | OtherCostOrOtherBasis |
| Depreciation | 31167712 | Depreciation |
| Book Value | 13642993 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 48316751 | OtherCostOrOtherBasis |
| Depreciation | 13514612 | Depreciation |
| Book Value | 34802139 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 270958608 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REFUNDABLE DEPOSITS & SECURITY | $1,301,926 |
| ACCUMULATED POSTRETIREMENT BEN | $1,544,581 |
| ANNUITY PAYMENT LIABILITY | $2,186,204 |
| FEDERAL ADVANCE FOR STUDENT LO | $3,918,571 |
| REFUNDABLE ENTRANCE FEES | $231,149 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 9182431 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 196779217 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 6428096 | NetUnrealizedGainsInvestments |
| Other Revenues | 806901 | OtherRevenues |
| Revenue Not Rptd F990 | 7234997 | RevenueNotRptdF990 |
| Revenue Subtotal | 189544220 | RevenueSubtotal |
| Investment Expenses Not Included | -234947 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 27188321 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 26953374 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 216497594 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 178083600 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 806901 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 806901 | ExpensesNotRptdF990 |
| Expenses Subtotal | 177276699 | ExpensesSubtotal |
| Investment Expenses Not Included2 | -234947 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 27188321 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 26953374 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 204230073 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCHEDULE D PART V | QUESTION 4 | ENDOWMENT FUNDS THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 200 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE GOVERNING BODY TO FUNCTION AS ENDOWMENTS (BOARD-DESIGNATED ENDOWMENT FUNDS). AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA (GAAP), NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING BOARD-DESIGNATED ENDOWMENT FUNDS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. |
| SCHEDULE D RECONCILIATION | PART XI & PART XII, LINE 2D | RENTAL EXPENSE RECLASS : $806,901 PART XI & PART XII, LINE 4B SCHOLARSHIPS: $27,188,321 |
| ASC 740 FOOTNOTE | 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 E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE E | Identifier |
| Return Reference | QUESTION 3 | ReturnReference |
| Explanation | A NONDISCRIMINATORY POLICY NOTED IN TRUSTEE BYLAWS, IN BOARD APPROVED RESOLUTION AND IN LITERATURE RELATING TO ALL PROGRAMS. QUESTION 6A INDIANA WESLEYAN UNIVERSITY PARTICIPATES IN STUDENT AID PROGRAMS PROVIDED BY THE FEDERAL GOVERNMENT. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF GRANT COUNTY | ||||||||
| 2020 S CLARK ST | MARION | IN | 46952 | 351065247 | 501(C)(3) | 12000 | OPERATING SUPPORT | |
| FAMILY SERVICE SOCIETY | ||||||||
| 101 South Washington St Ste 200 | MARION | IN | 46953 | 350868083 | 501(C)(3) | 25635 | OPERATING SUPPORT | |
| GRACE HOUSE FOR RECOVERY | ||||||||
| PO BOX 284 | MARION | IN | 46592 | 352157300 | 501(C)(3) | 12000 | OPERATING SUPPORT | |
| UNITED WAY OF GRANT COUNTY | ||||||||
| PO BOX 61 | MARION | IN | 46592 | 350995975 | 501(C)(3) | 22007 | OPERATING SUPPORT | |
| SOUTHERN WESLEYAN UNIVERSITY | ||||||||
| PO BOX 1020 | CENTRAL | SC | 29630 | 570324936 | 501(C)(3) | 25000 | OPERATING SUPPORT | |
| MARION PHILHARMONIC | ||||||||
| 215 S ADAMS ST | MARION | IN | 46952 | 237126357 | 501(C)(3) | 20000 | OPERATING SUPPORT | PO BOX 272 |
| MARION COMMUNITY SCHOOL OF THE ARTS | ||||||||
| 305 S ADAMS ST | MARION | IN | 46952 | 351956785 | PBLC SCHL CORP. | 10000 | OPERATING SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 7 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 2770 | NumberOfRecipients |
| Amount Of Cash Grant | 27188321 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I | Identifier |
| Return Reference | LINE 2 | ReturnReference |
| Explanation | Any scholarships/grants to students are determined by the financial aid office in which each student file is reviewed in accordance with designated eligibility requirements of the scholarships or grants. SCHOLARSHIPS AND GRANTS ARE THEN MONITORED BY DISBURSING FUNDS FROM THE FINANCIAL AID OFFICE TO THE STUDENT ACCOUNT OFFICE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SMITH HENRY | ||||||||||||||
| PRESIDENT | 227277 | 0 | 0 | 0 | 7773 | 0 | 23325 | 0 | 67879 | 0 | 326254 | 0 | 0 | 0 |
| WRIGHT DAVID | ||||||||||||||
| PROVOST & CHIEF ACADEMIC OFFIC | 132826 | 0 | 0 | 0 | 1334 | 0 | 15409 | 0 | 10381 | 0 | 159950 | 0 | 0 | 0 |
| KILTY DUANE | ||||||||||||||
| CHIEF FINANCIAL OFFICER | 134711 | 0 | 0 | 0 | 3480 | 0 | 13889 | 0 | 12080 | 0 | 164160 | 0 | 0 | 0 |
| NEWMAN J KEITH | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | 131920 | 0 | 0 | 0 | 3254 | 0 | 14624 | 0 | 12950 | 0 | 162748 | 0 | 0 | 0 |
| AITCHISON BRIDGET | ||||||||||||||
| VP - ADULT & GRADUATE STUDIES | 126353 | 0 | 0 | 0 | 1525 | 0 | 9315 | 0 | 48421 | 0 | 185614 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I QUESTION 1A | Identifier |
| Explanation | THE PRESIDENT HAS COUNTRY CLUB DUES PAID BY THE UNIVERSITY FOR BUSINESS ENTERTAINMENT PURPOSES. THE DUES ARE TAXABLE FOR PERSONAL USE. HOUSING FOR THE PRESIDENT IS PROVIDED BY THE UNIVERSITY AND REQUIRED BY CONTRACT. THE RESIDENCE IS CONTIGUOUS TO THE CAMPUS, THE PRESIDENT IS REQUIRED TO LIVE THERE AND IS REQUIRED TO CONDUCT UNIVERSITY RELATED BUSINESS PER HIS CONTRACT. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF MARION INDIANA SERIES 2006 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 356001102 | IssuerEIN |
| CUSIP Number | 569564BX4 | CUSIPNumber |
| Date Issued | 2006-02-09 | DateIssued |
| Issue Price | 40000000 | IssuePrice |
| Description Of Purpose | CONSTRUCTION | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 25000000 | AmountRetired |
| Amount Bond Defeased | 15000000 | AmountBondDefeased |
| Total Proceeds | 39816880 | TotalProceeds |
| Amount In Reserve Fund | 15000000 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 160120 | IssuanceCostsFromProceeds |
| Credit Enhancement | 23000 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 39816880 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Year Of Subst Completion | 2007 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
| Bond Iss Meet Prvt Security Pay Test | false | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedProp |
| Remedial Action Taken | false | RemedialActionTaken |
| Non Qualified Bond Remed Procdrs | false | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiled |
| Rebate Not Due Yet | false | RebateNotDueYet |
| Exception To Rebate | false | ExceptionToRebate |
| No Rebate Due | false | NoRebateDue |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | true | ProcToUndertkCorrectiveAction |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV | Identifier |
| Return Reference | LINE 2 | ReturnReference |
| Explanation | THE FILING OF FORM 8038-T SHOULD BE HANDLED BY THE CITY OF MARION, WHO IS THE ISSUER OF THE BOND. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| PAUL ANTHES | |||
| TRUSTEE | 93255532 | INVESTMENTS | false |
| GARY OTT | |||
| TRUSTEE | 2055572 | LEASE | false |
| STEVE EVANS | |||
| MALCOLM EVANS' SON | 46004 | COMPENSATED BY ORGANIZATION | false |
| JERRY SHEPHERD | |||
| CARL SHEPHERDS' BROTHER | 92224 | COMPENSATED BY ORGANIZATION | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV | Identifier |
| Explanation | Paul Anthes serves as President of Financial Advisory Corporation (FAC) and serves as Secretary of Board of Trustees at IWU. FAC provides investment advisory services for University endowment funds. FAC does not serve as custodian or manager of invested funds and only provides advisory services which custodian(s) and/or fund manager(s) use. The University receives monthly investment statements directly from the custodian of the funds independent of FAC. Additionally, the University has adopted an investment management policy and regularly reviews investment performance and asset allocation within the parameters of this policy. Finally, as an additional measure of independence, FAC receives a set fee for their services and not a percentage of the earnings on the invested funds. Mr. Anthes does not serve on the investment committee of the board. Gary Ott is the President of Tender Love and Care Management, which manages the Wesleyan Retirement Center. The chairperson and the treasurer of the Wesleyan Retirement Center are both IWU employees. In addition, IWU Controller's Office reviews financial statements annually. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 32600 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 513508 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 204899 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts |
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1042616 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART VI | Identifier |
| Return Reference | SECTION A | ReturnReference |
| Explanation | LINE 1B IWU HAS SOME INVESTMENTS WITH PAUL ANTHES. G. MALCOLM EVANS HAS A SON THAT IS COMPENSATED BY IWU. MR. CARL SHEPHERD HAS A BROTHER THAT IS COMPENSATED BY IWU. MR. GARY OTT IS THE PRESIDENT OF TENDER LOVE AND CARE MANAGEMENT WHICH MANAGES WESLEYAN RETIREMENT CENTER, A RELATED ENTITY. LINE 2 ED HOOVER AND DAN BICKEL HAVE A FAMILY RELATIONSHIP. PART VI, SECTION B LINE 11B THE 99O IS PRESENTED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. THE ENTIRE BOARD RECEIVES A COPY OF THE RETURN EXCLUDING THE 990-T BEFORE FILING. THE FORM 990 IS ALSO REVIEWED BY AN INDEPENDENT CPA FIRM. PART VI, SECTION B LINE 12C INDIANA WESLEYAN'S CONFLICT OF INTEREST POLICY IS SIGNED ANNUALLY BY OFFICERS, TRUSTEES AND KEY EMPLOYEES. THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS THE POLICY. THE COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE BOARD OF TRUSTEES CHAIRPERSON AND THE PRESIDENT. PART VI, SECTION B LINE 15A & 15B THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS AND SETS THE PRESIDENT'S SALARY BASED ON AN EXTERNAL BENCHMARK WHICH IS THE 75TH PERCENTILE OF PRESIDENTS OF SCHOOLS IN THE COUNCIL OF CHRISTIAN COLLEGES AND UNIVERSITIES. IN TURN, KEY EMPLOYEES ARE BENCHMARKED BY THE 75TH PERCENTILE FOR THEIR DISCIPLINE. ALL OTHER COMPENSATION IS REVIEWED AND APPROVED BY EXECUTIVE EMPLOYEES. PART VI, SECTION C LINE 19 COPIES OF DOCUMENTS AND POLICIES CAN BE OBTAINED BY CONTACTING THE OFFICE OF THE VICE PRESIDENT FOR BUSINESS AFFAIRS. RECONCILIATION OF NET ASSETS PART XI LINE 9 BALANCE SHEET RECLASS 121,252 VOLUNTARY SEPARATION PROGRAM (566,407) CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 131,653 CHANGE IN BENEFICIAL INTEREST IN TRUSTS 436,182 TOTAL: $122,680 | Explanation |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| WESLEYAN RETIREMENT CENTER | ||||||||||
| 4201 S WASHINGTON STREET | MARION | IN | 46953 | 351449080 | ELDER CARE | IN | 501(C)(3) | 1 | IWU | true |
| WESLEYAN CHURCH CORPORATION | ||||||||||
| PO BOX 50434 | INDIANAPOLIS | IN | 46250 | 351148762 | RELIGIOUS ORG | IN | 501(C)(3) | 1 | NA | false |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRT (4) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | CHAR REMNDR T | PrimaryActivity |
| Legal Domicile State | IN | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | TRUST | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESLEYAN RETIREMENT CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 1535822 | AmountInvolved |
| Method Of Amt Determination | FMV | MethodOfAmtDetermination |