Civic Intelligence

Wesleyan University

990T • Fiscal year 2021 • EIN 06-0646959

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

291 Main StreetMiddletown, CT 06457

(860) 685-2000

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.

$3.0B$2.0B$1.0B$0Assets 2010: $905,243,000Liabilities 2010: $302,047,000Net Assets 2010: $603,196,0002010Assets 2011: $1,004,790,000Liabilities 2011: $281,351,000Net Assets 2011: $723,439,0002011Assets 2012: $1,021,730,000Liabilities 2012: $280,319,000Net Assets 2012: $741,411,0002012Assets 2013: $1,104,160,000Liabilities 2013: $289,029,000Net Assets 2013: $815,131,0002013Assets 2014: $1,215,640,000Liabilities 2014: $286,185,000Net Assets 2014: $929,455,0002014Assets 2015: $1,254,076,000Liabilities 2015: $281,097,000Net Assets 2015: $972,979,0002015Assets 2016: $1,267,936,000Liabilities 2016: $350,938,000Net Assets 2016: $916,998,0002016Assets 2017: $1,402,849,000Liabilities 2017: $355,108,000Net Assets 2017: $1,047,741,0002017Assets 2018: $1,515,172,000Liabilities 2018: $360,123,000Net Assets 2018: $1,155,049,0002018Assets 2019: $1,541,592,000Liabilities 2019: $353,364,000Net Assets 2019: $1,188,228,0002019Assets 2020: $1,706,429,000Liabilities 2020: $433,810,000Net Assets 2020: $1,272,619,0002020Assets 2021: $2,329,320,000Liabilities 2021: $450,221,000Net Assets 2021: $1,879,099,0002021Assets 2022: $2,367,734,000Liabilities 2022: $555,992,000Net Assets 2022: $1,811,742,0002022Assets 2023: $2,371,732,000Liabilities 2023: $540,196,000Net Assets 2023: $1,831,536,0002023Assets 2024: $2,429,763,000Liabilities 2024: $534,689,000Net Assets 2024: $1,895,074,0002024

Latest loaded filing

2024

Assets$2,429,763,000
Liabilities$534,689,000
Net Assets$1,895,074,000

Operations Trend

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

$600M$400M$200M$0-$200MExpenses 2010: $220,162,0002010Revenue 2011: $270,039,000Expenses 2011: $225,591,000Net Income 2011: $44,448,0002011Expenses 2012: $235,585,0002012Revenue 2013: $283,031,000Expenses 2013: $237,964,000Net Income 2013: $45,067,0002013Revenue 2014: $280,261,000Expenses 2014: $240,153,000Net Income 2014: $40,108,0002014Revenue 2015: $295,281,000Expenses 2015: $249,609,000Net Income 2015: $45,672,0002015Revenue 2016: $282,982,000Expenses 2016: $259,506,000Net Income 2016: $23,476,0002016Revenue 2017: $317,093,000Expenses 2017: $270,476,000Net Income 2017: $46,617,0002017Revenue 2018: $286,232,000Expenses 2018: $284,408,000Net Income 2018: $1,824,0002018Revenue 2019: $304,957,000Expenses 2019: $290,552,000Net Income 2019: $14,405,0002019Revenue 2020: $326,592,000Expenses 2020: $291,157,000Net Income 2020: $35,435,0002020Revenue 2021: $329,521,000Expenses 2021: $294,089,000Net Income 2021: $35,432,0002021Revenue 2022: $301,412,000Expenses 2022: $334,811,000Net Income 2022: -$33,399,0002022Revenue 2023: $289,410,000Expenses 2023: $352,224,000Net Income 2023: -$62,814,0002023Revenue 2024: $448,995,000Expenses 2024: $373,747,000Net Income 2024: $75,248,0002024

Latest loaded filing

2024

Revenue$448,995,000
Expenses$373,747,000
Net Income$75,248,000
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v1.3
Mission and Program Overview

Mission

Wesleyan university is dedicated to providing an education in liberal arts by building a diverse, energetic community of students, faculty, and staff who value independence of mind and generosity of spirit.

Filing and Contact Details

Filer

Filer Name
Wesleyan University
EIN
06-0646959
Phone
8606852000
Address
291 MAIN STREET, MIDDLETOWN, CT 06457

Signing Officer

Name
Andrew Tanaka
Title
Sr VP, CAO, & Treas
Phone
8606852000
Signed
2022-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
60 SOUTH STREET, BOSTON, MA 02111
Preparer
Geneva Furlano
Phone
6179881000
Raw XML Appendix131 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/CapitalGainNetIncomeAmt01617535
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt0583131
IRS1120ScheduleD/Form4797GainOrLossAmt0958732
IRS1120ScheduleD/NetCapitalGainAmt01034404
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt01034404
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0583131
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt075672
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt075672
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0583131
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt0583131
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt075672
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt075672
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0PARTNERSHIP FLOW THRU LT
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt075672
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt075672
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0583131
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt0583131
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0PARTNERSHIP FLOW THRU ST
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0583131
IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt0583131
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AddressChangeInd0X
IRS990T/BooksInCareOfDetail/PersonNm0VALERIE NYE
IRS990T/BooksInCareOfDetail/PhoneNum08606853192
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0237 HIGH STREET
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MIDDLETOWN
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd006459
IRS990T/BookValueAssetsEOYAmt02329320000
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt01617535
IRS990TScheduleA/InterestDeductionAmt073960
IRS990TScheduleA/ItmzdSupplementalInfoGrp/ExplanationTxt0FOR FISCAL YEAR ENDED JUNE 30, 2020, THE TAXPAYER USED THE 520000 NAICS CODE TO CLASSIFY INVESTMENT ACTIVITIES BECAUSE THE NON-NAICS CODE WAS NOT INDICATED IN THE 2019 FORM 990-T INSTRUCTIONS. THE TAXPAYER IS USING THE 901101 NON-NAICS CODE FOR FISCAL YEAR ENDED JUNE 30, 2021 PURSUANT TO THE 2020 FORM 990-T INSTRUCTIONS.
IRS990TScheduleA/ItmzdSupplementalInfoGrp/LineNum0ITEM C
IRS990TScheduleA/ItmzdSupplementalInfoGrp/PartNum0SCHEDULE A
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetUnrelatedDebtFincdIncmAmt0-1831726
IRS990TScheduleA/OtherDeductionsAmt0149304
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt017243
IRS990TScheduleA/TotalAllocableDeductionsAmt01947950
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt0240507
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt0116224
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0117760
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-96431
IRS990TScheduleA/TotUnrltTrdBusIncmAmt01851519
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt01947950
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENTS IN LIMITED PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-336938
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-336938
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt01947950
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct01.00000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt074198723
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt074198723
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt0116224
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt0116224
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt01947950
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/TotalDebtFinancedDeductionAmt01947950
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt0237 HIGH ST N COLLEGE
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm0MIDDLETOWN
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd0CT
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd006459
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxExemptInterestAmt0106259
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0-336938
IRS990T/TotalUBTIBeforeSection199AAmt0-336938
IRS990T/TotalUBTIComputedAmt0-336938
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW TANAKA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SR VP, CAO, & TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum08606852000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESLEYAN UNIVERSITY
ReturnHeader/Filer/BusinessNameControlTxt0WESL
ReturnHeader/Filer/EIN0060646959
ReturnHeader/Filer/PhoneNum08606852000
ReturnHeader/Filer/USAddress/AddressLine1Txt0291 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0MIDDLETOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006457
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt060 SOUTH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002111
ReturnHeader/PreparerPersonGrp/PhoneNum06179881000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GENEVA FURLANO
ReturnHeader/ReturnTs02022-05-16T14:28:59-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TANAKA
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,430$535$1,895$449$374$75.2
2023Detailed filing. Detailed filing data is available for this year.$2,372$540$1,832$289$352$62.8
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,368$556$1,812$301$335$33.4
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,329$450$1,879$330$294$35.4
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,706$434$1,273$327$291$35.4
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,542$353$1,188$305$291$14.4
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,515$360$1,155$286$284$1.82
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,403$355$1,048$317$270$46.6
2016Detailed filing. Detailed filing data is available for this year.$1,268$351$917$283$260$23.5
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,254$281$973$295$250$45.7
2014Detailed filing. Detailed filing data is available for this year.$1,216$286$929$280$240$40.1
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,104$289$815$283$238$45.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,022$280$741$236
2011Summary only. Only limited summary data is available for this year.$1,005$281$723$270$226$44.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$905$302$603$220