Civic Intelligence

Wheaton College

990T • Fiscal year 2023 • EIN 04-2103638

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

Organization Profilewww.wheatoncollege.edu

View Organization Page

26 East Main StreetNorton, MA 02766

(508) 286-8200

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, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v7.0
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
5082868200
Address
26 EAST MAIN STREET, NORTON, MA 02766

Signing Officer

Name
Roger Stackpoole
Title
Vice President Finance & Admin.
Phone
5082868200
Signed
2024-05-15
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 Appendix150 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.

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IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0597
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IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0SARAH LANGIS
IRS990T/BooksInCareOfDetail/PhoneNum05082868200
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt026 EAST MAIN STREET
IRS990T/BooksInCareOfDetail/USAddress/CityNm0NORTON
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IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt10
IRS990TScheduleA/OtherCostsAmt00
IRS990TScheduleA/OtherDeductionsAmt01742
IRS990TScheduleA/OtherDeductionsAmt169779
IRS990TScheduleA/PrincipalBusinessActivityCd0560000
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IRS990TScheduleA/PurchasesAmt00
IRS990TScheduleA/SalariesAndWagesAmt050957
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IRS990TScheduleA/TotalAllocableDeductionsAmt00
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IRS990TScheduleA/TotalCostGoodsSoldAmt0128685
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IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
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IRS990TScheduleA/TotalDeductionsAmt069515
IRS990TScheduleA/TotalDeductionsAmt169779
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
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IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
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IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt069920
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
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IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
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IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt043712
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IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0129558
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IRS990T/TotalUBTIBeforeNOLSpecificAmt0209150
IRS990T/TotalUBTIBeforeSection199AAmt0209150
IRS990T/TotalUBTIComputedAmt0209237
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT FINANCE & ADMIN.
ReturnHeader/BusinessOfficerGrp/PhoneNum05082868200
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ReturnHeader/Filer/PhoneNum05082868200
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ReturnHeader/TaxPeriodBeginDt02022-07-01
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ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • 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
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
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
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