2013-05-07T13:07:57-05:00 2012-06-30 341878512 CBIZ MHM LLC 175 S WEST TEMPLE STE 650 SALT LAKE CITY UT 84101 990 2011-07-01 841383926 WESTERN GOVERNORS UNIVERSITY WEST 8012743280 4001 SOUTH 700 EAST NO 700 SALT LAKE CITY UT 84107 DAVID GROW 8012743280 2013-05-01 1 ROBERT J COLE P00137753 8013649300 2011 2016-02-25 16:41:14Z DR ROBERT MENDENHALL 4001 SOUTH 700 EAST SALT LAKE CITY UT 84107 204925570 0 X WWW.WGU.EDU X 1997 UT TO OPERATE AND ADMINISTER AN ORGANIZATION OF HIGHER LEARNING. 12 11 1901 11 0 -10442 4575774 4714882 145675293 193121123 1892660 2470696 70132 59982 152213859 200366683 5597264 7724041 0 0 71957371 93768062 0 0 0 69102999 93952545 146657634 195444648 5556225 4922035 81700540 102859100 46257244 63939184 35443296 38919916 TO OPERATE AND ADMINISTER AN ORGANIZATION OF HIGHER LEARNING. 0 0 181807128 7724041 193121123 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 30,000 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. 181807128 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 450 0 1901 1 1 1 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X DAVID GROW 8012743280 4001 SOUTH 700 EAST SALT LAKE CITY UT 84107 DR ROBERT MENDENHALL 40.00 X X 808432 0 44820 FRANK ALVAREZ 1.00 X 0 0 0 DR THERESE CRANE 1.00 X 0 0 0 LENNY MENDONCA 1.00 X 0 0 0 ROBERT E EVANSON 1.00 X 0 0 0 THE HONORABLE JIM GERINGER 1.00 X 0 0 0 THE HONORABLE MITCH DANIELS 1.00 X 0 0 0 DR BRENDA WILSON 1.00 X 0 0 0 THE HONORABLE JOHN HICKENLOOPER 1.00 X 0 0 0 DAVID SIMMONS 1.00 X 0 0 0 DR SAMUEL H SMITH 1.00 X 0 0 0 DR EMILY S DEROCCO 1.00 X 0 0 0 DAVID GROW 40.00 X 236744 0 40910 JANET SCHNITZ 40.00 X 193255 0 15102 PATRICK PARTRIDGE 40.00 X 217193 0 26856 ALLISON BARBER 40.00 X 160986 0 9914 KENNETH SORBER 40.00 X 143730 0 32757 JANEA JONES-SCHENK 40.00 X 143329 0 29544 PHILIP SCHMIDT 40.00 X 142871 0 8708 CHRISTOPHER MALLET 40.00 X 136231 0 6767 2182771 0 215378 19 0 1 0 GOOGLE DEPT 33654 PO BOX 39000 SAN FRANCISCO CA 94139 WEB MARKETING 9537969 PEARSON ONE LAKE STREET SADDLE RIVER NJ 07458 LEARNING RESOURCES 7486685 COURSESMART 1800 GATEWAY DRIVE STE 120 SAN MATEO CA 94404 LEARNING RESOURCES 7467237 KRYTERION INC 7776 SOUTH POINTE PKWY WEST SUITE PHOENIX AZ 85044 ASSESSMENT 6484089 FIREHOUSE LTD 14860 LANDMARK BLVD 247 DALLAS TX 75254 MARKETING 5923317 97 649253 4065629 4714882 TUITION AND FEES 611430 193121123 193121123 193121123 1933458 1933458 5096125 4558887 537238 537238 537238 OTHER INCOME 900099 59982 59982 59982 200366683 193181105 0 2470696 7724041 7724041 1448745 869247 579498 72592593 67040716 5551877 3331908 3084923 246985 10656516 9541842 1114674 5738300 5326485 411815 118442 10180 108262 537795 537795 122297 122297 357572 357572 15350357 13295403 2054954 28980134 28980134 3026863 2658977 367886 7914078 7647359 266719 1802323 1622091 180232 4483725 4254746 228979 370934 343640 27294 2870683 2583614 287069 281188 139042 142146 LEARNING RESOURCES 25983065 25983065 BAD DEBT 980846 980846 OTHER 772243 701623 70620 195444648 181807128 13637520 0 9178865 15313199 122080 99884 8244196 9699410 97361 3154831 11234321 6957365 3307416 4276956 60136916 67801259 613706 2513561 81700540 102859100 13522890 19660920 32734354 44278264 46257244 63939184 X 35176316 38695486 216980 174430 50000 50000 35443296 38919916 81700540 102859100 X 4922035 -1445415 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 122297 122297 195322351 195444648 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 90641 55264 82406 122297 350608 250000 250000 250000 250000 1000000 1500000 144900 -12828 7526 124546 119032 32588 6720 144900 94690 54877 -24535 6000 119032 137000 -34310 8000 94690 0.40150 0.59850 0 0 536942 57747 479195 882846 247210 635636 9814533 6652408 3162125 4276956 200366683 195444648 4922035 -1445415 -1445415 3476620 198722161 -1445415 158465 -1286950 200009111 357572 357572 200366683 195245541 158465 158465 195087076 357572 357572 195444648 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: PART V, LINE 4 USE OF ENDOWMENT FUNDS THE ENDOWMENT FUNDS WILL BE USED TO FUND SCHOLARSHIPS. PART X, LINE 2 FIN 48 FOOTNOTE 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 WESTERN GOVERNORS UNIVERSITY'S POLICY ON NONDISCRIMINATION IS PROVIDED ALL POTENTIAL STUDENTS. ALL MEDIA SOLICITATIONS ADHERE TO THIS POLICY WHICH IS AVAILABLE TO THE PUBLIC ON THE SCHOOL'S WEB SITE. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 WESTERN GOVERNORS UNIVERSITY RECEIVES GOVERNMENTAL AID FOR ITS MISSION PURPOSES. 1 SCHOLARSHIPS AND TUITION WAIVERS 5077 7724041 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: PART I, LINE 2 THE SCHOLARSHIPS AND TUITION WAIVERS ARE AWARDED TO STUDENTS ATTENDING THE UNIVERSITY AND ARE APPLIED TOWARDS THEIR TUITION. X X X X X 0 0 0 0 0 0 0 0 0 DR ROBERT MENDENHALL 309282 0 499150 0 0 0 19246 0 25574 0 853252 0 0 0 DAVID GROW 194744 0 42000 0 0 0 12554 0 28356 0 277654 0 0 0 JANET SCHNITZ 151255 0 42000 0 0 0 9014 0 6088 0 208357 0 0 0 PATRICK PARTRIDGE 173193 0 44000 0 0 0 10754 0 16102 0 244049 0 0 0 ALLISON BARBER 143986 0 17000 0 0 0 8654 0 1260 0 170900 0 0 0 KENNETH SORBER 131730 0 12000 0 0 0 8527 0 24230 0 176487 0 0 0 JANEA JONES-SCHENK 130329 0 13000 0 0 0 8071 0 21473 0 172873 0 0 0 PHILIP SCHMIDT 126871 0 16000 0 0 0 7483 0 1225 0 151579 0 0 0 JENNIFER GERINGER EMPLOYEE 59327 WAGES TO DAUGHTER OF TRUSTEE 0 PATRICK PARTRIDGE JR EMPLOYEE 41808 WAGES TO SON OF KEY EMPLOYEE 0 SAMANTHA GROW EMPLOYEE 11877 WAGES TO DAUGHTER OF OFFICER 0 JAMIE RICE EMPLOYEE 11712 WAGES TO DAUGHTER OF PRESIDENT 0 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 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, 2009. ANNUALLY, THE UNIVERSITY PERFORMS THE FOLLOWING PROCEDURES: 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. PARTICIPATES IN A NATIONWIDE EMPLOYEE COMPENSATION SURVEY. 3. 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. 4. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,445,415. WGU INDIANA INC 4001 SOUTH 700 EAST SALT LAKE CITY UT 84107 273530075 SCHOOL IN WGU 1 WGU WASHINGTON INC 4001 SOUTH 700 EAST SALT LAKE CITY UT 84107 SCHOOL WA WGU 1 WGU TEXAS INC 4001 SOUTH 700 EAST SALT LAKE CITY UT 84107 SCHOOL TX WGU 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0