Civic Intelligence

Wheaton College

990T • Fiscal year 2021 • EIN 04-2103638

Jul 01, 2020 to Jun 30, 2021 • Filed on May 12, 2022

Organization Profilewww.wheatoncollege.edu

View Organization Page

35 East Main StreetNorton, MA 02766

(508) 286-3440

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600M$400M$200M$0Assets 2010: $305,442,889Liabilities 2010: $59,048,762Net Assets 2010: $246,394,1272010Assets 2011: $333,491,282Liabilities 2011: $64,341,927Net Assets 2011: $269,149,3552011Assets 2012: $318,987,119Liabilities 2012: $58,079,338Net Assets 2012: $260,907,7812012Assets 2013: $331,044,935Liabilities 2013: $54,537,324Net Assets 2013: $276,507,6112013Assets 2014: $345,894,681Liabilities 2014: $48,906,035Net Assets 2014: $296,988,6462014Assets 2015: $342,265,365Liabilities 2015: $46,932,279Net Assets 2015: $295,333,0862015Assets 2016: $329,833,503Liabilities 2016: $49,661,324Net Assets 2016: $280,172,1792016Assets 2017: $347,130,098Liabilities 2017: $50,837,730Net Assets 2017: $296,292,3682017Assets 2018: $380,878,753Liabilities 2018: $83,697,702Net Assets 2018: $297,181,0512018Assets 2019: $375,718,351Liabilities 2019: $82,391,429Net Assets 2019: $293,326,9222019Assets 2020: $374,085,010Liabilities 2020: $85,963,818Net Assets 2020: $288,121,1922020Assets 2021: $459,069,163Liabilities 2021: $109,504,450Net Assets 2021: $349,564,7132021Assets 2022: $437,299,904Liabilities 2022: $101,469,240Net Assets 2022: $335,830,6642022Assets 2023: $438,679,115Liabilities 2023: $97,600,946Net Assets 2023: $341,078,1692023Assets 2024: $446,033,897Liabilities 2024: $96,578,297Net Assets 2024: $349,455,6002024

Latest loaded filing

2024

Assets$446,033,897
Liabilities$96,578,297
Net Assets$349,455,600
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200M$150M$100M$50M$0-$50MExpenses 2010: $98,127,7402010Expenses 2011: $102,180,5172011Expenses 2012: $107,070,2942012Revenue 2013: $112,133,910Expenses 2013: $110,191,131Net Income 2013: $1,942,7792013Revenue 2014: $113,258,133Expenses 2014: $113,636,274Net Income 2014: -$378,1412014Revenue 2015: $113,955,400Expenses 2015: $114,154,380Net Income 2015: -$198,9802015Revenue 2016: $119,835,992Expenses 2016: $117,469,192Net Income 2016: $2,366,8002016Revenue 2017: $117,592,044Expenses 2017: $124,761,896Net Income 2017: -$7,169,8522017Revenue 2018: $137,057,812Expenses 2018: $134,157,711Net Income 2018: $2,900,1012018Revenue 2019: $137,743,590Expenses 2019: $142,862,425Net Income 2019: -$5,118,8352019Revenue 2020: $134,659,887Expenses 2020: $144,042,140Net Income 2020: -$9,382,2532020Revenue 2021: $148,800,782Expenses 2021: $142,995,790Net Income 2021: $5,804,9922021Revenue 2022: $180,235,944Expenses 2022: $150,515,955Net Income 2022: $29,719,9892022Revenue 2023: $154,250,092Expenses 2023: $159,378,442Net Income 2023: -$5,128,3502023Revenue 2024: $150,338,992Expenses 2024: $167,216,998Net Income 2024: -$16,878,0062024

Latest loaded filing

2024

Revenue$150,338,992
Expenses$167,216,998
Net Income-$16,878,006
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 12, 2022
Return Version
2020v1.3
Mission and Program Overview

Mission

Wheaton College provides a transformative liberal arts education for intellectually curious students in a collaborative, academically vibrant residential community that values a diverse world.

Filing and Contact Details

Filer

Filer Name
Wheaton College
EIN
04-2103638
Phone
5082863440
Address
35 EAST MAIN STREET, NORTON, MA 02766

Signing Officer

Name
Roger Stackpoole
Title
CFO & Treasurer
Phone
5082863440
Signed
2022-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
4 TIMES SQUARE, NEW YORK, NY 10036
Preparer
Lynne Johnson
Phone
2123721000
Raw XML Appendix148 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt07753
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt0237
IRS1120ScheduleD/NetCapitalGainAmt07516
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt07516
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0237
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt07516
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0237
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-93
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1236
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt283
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt37290
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0AG SF (L) L.P.
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1AG SUPER FUND, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2SIGULER GUFF DISTRESSED OPPORTUNITIES FU
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3STEPSTONE PRIVATE ACCESS PARTNERSHIP, L.
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt07516
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt029
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt176
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2132
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0AG SF (L) L.P.
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1AG SUPER FUND, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2STEPSTONE PRIVATE ACCESS PARTNERSHIP, L.
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0237
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0AILISH WELCH
IRS990T/BooksInCareOfDetail/PhoneNum05082868219
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt035 EAST MAIN STREET
IRS990T/BooksInCareOfDetail/USAddress/CityNm0NORTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd002766
IRS990T/BookValueAssetsEOYAmt0459069163
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt0123
IRS990T/ESPenaltyAmt0631
IRS990T/ExtsnRequestIncomeTaxPaidAmt030000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt02184
IRS990T/OverpaymentSection/OverpaymentAmt02184
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/ProvChangeMethodOfAcctDescInd00
IRS990TScheduleA/CapitalGainNetIncomeAmt07753
IRS990TScheduleA/EmployeeBenefitProgramAmt06453
IRS990TScheduleA/GrossProfitAmt050169
IRS990TScheduleA/GrossReceiptsOrSalesAmt050169
IRS990TScheduleA/NetGrossReceiptsOrSalesAmt050169
IRS990TScheduleA/NetOperatingLossDeductionAmt015729
IRS990TScheduleA/NetOperatingLossDeductionAmt120615
IRS990TScheduleA/OtherDeductionsAmt02400
IRS990TScheduleA/PrincipalBusinessActivityCd0560000
IRS990TScheduleA/PrincipalBusinessActivityCd1901101
IRS990TScheduleA/SalariesAndWagesAmt019556
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
IRS990TScheduleA/SequenceTotalNum12
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt10
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalDeductionsAmt026009
IRS990TScheduleA/TotalDeductionsAmt12400
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-823
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0138230
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt050169
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt1145160
IRS990TScheduleA/TotUnrltTrdBusIncmAmt050169
IRS990TScheduleA/TotUnrltTrdBusIncmAmt1145160
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0CONFERENCE AND EVENT REVENUE
IRS990TScheduleA/TradeOrBusinessDesc1UBTI FROM QUALIFIED PARTNERSHIP INTERESTS
IRS990TScheduleA/UBIBeforeNOLDedAmt024160
IRS990TScheduleA/UBIBeforeNOLDedAmt1142760
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt08431
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt1122145
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt027185
IRS990T/TaxLessCreditsAmt027185
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt030000
IRS990T/TotalTaxAmt027185
IRS990T/TotalTaxComputationAmt027185
IRS990T/TotalUBTIAmt0129453
IRS990T/TotalUBTIBeforeNOLSpecificAmt0130453
IRS990T/TotalUBTIBeforeSection199AAmt0130453
IRS990T/TotalUBTIComputedAmt0130576
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER STACKPOOLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO & TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05082863440
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHEATON COLLEGE
ReturnHeader/Filer/BusinessNameControlTxt0WHEA
ReturnHeader/Filer/EIN0042103638
ReturnHeader/Filer/PhoneNum05082863440
ReturnHeader/Filer/USAddress/AddressLine1Txt035 EAST MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0NORTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002766
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 TIMES SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010036
ReturnHeader/PreparerPersonGrp/PhoneNum02123721000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNNE JOHNSON
ReturnHeader/ReturnTs02022-05-13T11:15:25-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROGER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STACKPOOLE
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$446$96.6$349$150$167$16.9
2023Detailed filing. Detailed filing data is available for this year.$439$97.6$341$154$159$5.13
2022Detailed filing. Detailed filing data is available for this year.$437$101$336$180$151$29.7
2021Detailed filing. Detailed filing data is available for this year.$459$110$350$149$143$5.80
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$374$86.0$288$135$144$9.38
2019Detailed filing. Detailed filing data is available for this year.$376$82.4$293$138$143$5.12
2018Detailed filing. Detailed filing data is available for this year.$381$83.7$297$137$134$2.90
2017Detailed filing. Detailed filing data is available for this year.$347$50.8$296$118$125$7.17
2016Detailed filing. Detailed filing data is available for this year.$330$49.7$280$120$117$2.37
2015Detailed filing. Detailed filing data is available for this year.$342$46.9$295$114$114$0.20
2014Detailed filing. Detailed filing data is available for this year.$346$48.9$297$113$114$0.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$331$54.5$277$112$110$1.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$319$58.1$261$107
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$333$64.3$269$102
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$305$59.0$246$98.1