2024-06-13T15:41:50+00:00 2023-07-31 363990892 Capin Crouse LLP 55 Shuman Blvd Suite 300 Naperville IL 60563 990 2022-08-01 362388793 Wheaton Academy WHEA 6305627500 900 Prince Crossing Road West Chicago IL 60185 Steven Bult Head of School/Trustee 6305627500 2024-06-13 true Steve Karlson 999009999 true Luke Burnett P01079018 5055022746 2022 2023-04-26 12:10:37Z Steven Bult 900 Prince Crossing Road West Chicago IL 60185 22280488 false X www.wheatonacademy.org X 1958 IL Operation of an accredited high school 17 14 233 140 0 0 9338254 5645056 15045093 15311905 47153 555242 824094 405652 25254594 21917855 3368599 3203457 0 0 8927177 8679602 0 0 573279 6894364 7671554 19190140 19554613 6064454 2363242 48341275 55453288 15797131 20545902 32544144 34907386 Provide an educational program that is characterized by Biblical values and traditional educational standards using innovative curriculum centered on a caring student/teacher relationship. false false 13596495 3203457 15311905 Operation of accredited high school with an enrollment of approximately 650 students. 13596495 true true false false false false false false true true false false false true false false true true false false false false false true false false true true true false false false false false false true false true false false false false true true true false false true 76 0 true 233 true false false false false false true true false false false false false false X 17 14 false false false false false false false true true false false true true true true true true true false false IL X Patrick Brooke 6305627500 900 Prince Crossing Road West Chicago IL 60185 Dave Torres Treasurer 1.0 1.0 X X 0 0 0 Mark Anderson President 1.0 1.0 X X 0 0 0 Martha Van Zee Secretary 1.0 X X 0 0 0 Mike English Vice President 1.0 X X 0 0 0 Steven Bult Head of School / Trustee 40.0 1.0 X X 218529 0 34509 Alex Bell Trustee 1.0 X 0 0 0 Dave Eldersveld Trustee 1.0 X 0 0 0 Dr Eugene Frost Exec Director WAI & WAF 20.0 20.0 X 71808 0 28309 Janel Pritchard Trustee 1.0 X 0 0 0 Joann Mayo Trustee 1.0 X 0 0 0 Joe Selvaggio Trustee 1.0 X 0 0 0 Randy Renn Trustee 1.0 X 0 0 0 Steven Pearson Trustee 1.0 1.0 X 0 0 0 Tim Larson Trustee 1.0 X 0 0 0 Weldon Williams Trustee 1.0 X 0 0 0 Wendy Fernandes Trustee 1.0 X 0 0 0 Steve Karlson COO/CFO 40.0 2.0 X 167554 0 51160 Josh Burick Educational Tech Director 40.0 X 122723 0 33343 Kori Hockett Principal 40.0 X 132321 0 13852 Matthew Hockett Digital Communications Coordinator 40.0 X 114589 0 12909 Phil Strzalka Teacher 32.0 8.0 X 149285 0 32468 976809 0 206550 6 false true false Amdg Architects Inc 25 Commerce Ave SW GRAND RAPIDS MI 49503 Building Architects 1603293 Briggs Paving 5106 Walnut Avenue DOWNERS GROVE IL 60515 Paving Services 265350 Servicemaster Clean 445 Gundersen Dr CAROL STREAM IL 60188 Cleaning Service 236380 EcampusCom 28312 Network Place CHICAGO IL 606731283 Text Book Seller 217852 Joshua Expeditions 6841 Virgina Pkwy MCKINNEY TX 75071 Travel Services 190126 7 189239 147690 5308127 84685 5645056 Tuition & fees 900099 14090495 14090495 Auxiliary revenue 900099 841790 841790 379620 379620 0 0 15311905 724073 724073 463739 463739 0 463739 463739 84685 84685 168831 0 -168831 -168831 -168831 24940 189239 78339 -53399 -53399 26090 30778 -4688 -4688 0 0 0 0 0 21917855 15311905 0 960894 133258 133258 3070199 3070199 581842 389333 170438 22071 19663 13157 5760 746 6210249 4155516 1819158 235575 181429 121401 53146 6882 1174065 785612 343917 44536 512354 342836 150083 19435 27834 27834 239673 239673 810012 215074 520369 74569 11847 1000 10847 1038538 610802 363581 64155 120695 79991 26609 14095 671996 504275 167721 1199622 1065476 125685 8461 395245 355720 31620 7905 1613233 1412713 200520 225587 7869 210414 7304 Food & catering 558880 116377 423438 19065 Boarding expense 360755 360755 Bad debt 117662 0 117662 0 Professional development 20878 8772 12106 259097 207114 3503 48480 19554613 13596495 5384839 573279 210010 845514 24551364 8849786 481813 95690 54761 5247449 0 0 7115 31530 358601 292110 41972366 17250537 22653476 24721829 0 15369380 0 0 24135 0 48341275 55453288 929522 1149877 5684721 10347062 8898063 8917480 0 128938 79725 155887 51758 15797131 20545902 X 24886341 23903448 7657803 11003938 32544144 34907386 48341275 55453288 2363242 0 X false true X true false X 2891357 4663898 3530819 9338254 5645056 26069384 0 0 2891357 4663898 3530819 9338254 5645056 26069384 6573236 19496148 555509 511271 490740 506082 1187812 3251414 330474 330474 27510 69357 56094 50933 0 203894 29855166 72451696 0.6530 0.6159 X Schedule A, Part II The organization is a school as described under 170(b)(1)(A)(ii) and is not required to complete a public support schedule. Schedule A, Part II is completed to verify the School can qualify under public charity status section 170(b)(1)(A)(vi) and, therefore, qualifies to use the first listed special rule for Schedule B reporting. Schedule A, Part II, Line 10 Other Income DESCRIPTION - MISC. INCOME, COLUMN A - 27510.0, COLUMN B - 69357.0, COLUMN C - 56094.0, COLUMN D - 50933.0, COLUMN E - , COLUMN F - 203894.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2994323 493885 227442 147689 3567961 3507617 64750 -493425 84619 2994323 2723178 261200 624462 77742 11397 12084 3507617 2489535 108738 209432 65468 9308 9751 2723178 2395493 51550 132791 66490 14723 9086 2489535 0.0 1.0 0.0 false true true 1166474 1166474 35064931 16492885 18572046 1061284 582283 479001 4679677 175369 4504308 24721829 Other Liabilities Due to related party 51758 51758 18965873 109117 109117 18856756 3061099 3061099 21917855 16602631 109117 109117 16493514 3061099 3061099 19554613 Schedule D, Part V, Line 4 Intended uses of endowment funds The Academy's endowment consists of 19 funds establish for a variety of purposes, the first of those being scholarships. The endowment funds also cover targeted operating expenses in order to maintain the facilities, as well as the quality of education provided. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Fundraising expenses - 78339 Cost of goods sold - 30778 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Scholarships - 3061099 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Fundraising expenses - 78339 Cost of goods sold - 30778 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Scholarships - 3061099 true true true true true true true false false false false false false false false false false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY The organization publicized its racially nondiscriminatory policy on the homepage of its website at all times during its tax year in a manner reasonably expected to be noticed by visitors. Tod Beamer Golf Outing 214179 189239 24940 40972 15930 11667 9770 0 0 214179 189239 24940 40972 15930 11667 9770 78339 -53399 true Wheaton Academy Institute 900 Prince Crossing Road West Chicago IL 60185 474967070 501(c)(3) 73815 Liability Forgiveness Wheaton Academy Foundation 900 Prince Crossing Road West Chicago IL 60185 460944215 501(c)(3) 59443 Liability Forgiveness 2 0 Financial Aid/Tuition Assistance 210 2649921 Boarding Assistance 18 420278 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Financial aid/tuition assistance is based on financial need. Each applicant completes an online application through Blackbaud Financial Aid Management Service (BBFAMS), a 3rd party who helps process applications. Current tax returns are required to complete an application. No cash changes hands and funds are directly tied to student accounts. Board assistance is based on financial need. Each applicate completes a detailed application, which is reviewed by a Director and others. No cash changes hands and funds are directly tied to student accounts. The grants to other organizations reported in Schedule I, Part II are made to related organizations for operational purposes. The use of the funds are monitored by common management and common board members. X X X false false false false false false false false false Steven Bult Head of School / Trustee 198846 0 19583 0 100 0 11109 0 23400 0 253038 0 0 0 Steve Karlson COO/CFO 159512 0 8042 0 0 0 3570 0 47590 0 218714 0 0 0 Phil Strzalka Teacher 142185 0 7100 0 0 0 3023 0 29445 0 181753 0 0 0 Josh Burick Educational Tech Director 120044 0 429 0 2250 0 6447 0 26896 0 156066 0 0 0 Barbara Frost Family member of Dr. Eugene Frost, Executive Director of WAI & WAF 19662 Compensation and Benefits false X 3 84685 Selling cost 0 false true false Schedule M, Part I The number of contributions represent the number of contributions received, not the number of items donated. Form 990, Part VI, Line 15b The COO/CFO's compensation is recommended by the Head of School and approved by the full Board of Trustees. Form 990, Part VI, Line 1a Delegate broad authority to a committee Executive Committee - This committee shall comprise the President and other officers of the Board. It shall have the authority to act for the Board on all matters so long as the Executive Committee determines that it would be imprudent to wait for the next Board meeting to take such action. With respect to any action taken on behalf of the Board, (1) the Executive Committee is required to report the action to the Board within 10 days and (2) the full Board must confirm the action at its next meeting. The Executive Committee is NOT authorized to make decisions with respect to the following matters: - Dissolve the corporation - Hire or fire the Head of School - Enter into major contracts or sue another entity - Make significant changes to a Board-approved budget - Adopt or eliminate major programs - Buy or sell property with a value greater than $500,000 - Amend the Bylaws - Change any policies the Board determines must be changed only by the Board Form 990, Part VI, Line 11b Review of form 990 by governing body Form 990 is prepared by an independent CPA firm and reviewed in detail by the organization's top management. The reviewed Form 990 is then provided to the board of directors prior to filing with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy The organization requires all officers and board members to annually complete and sign a conflict of interest questionnaire. The Head of School is responsible for reviewing the signed statements and ensuring that interested persons are in compliance with the conflict of interest policy. The President reviews the Head of School's statement. Should any potential conflicts of interest be disclosed, the board member or officer would be asked to refrain from participation in any deliberation or decision with regard to matters affected by the relationship. Form 990, Part VI, Line 15a Process to establish compensation of top management official The Head of School's compensation is set and approved by the full Board of Trustees. Their process at times is determined by annual review process, survey and discussions among the Head of School Evaluation Committee. Incorporated in the setting of the original compensation salary was a process of comparable rates of pay for similar roles and similarly sized schools. The determination process is documented in the Committee's minutes. Form 990, Part VI, Line 19 Required documents available to the public The governing documents, conflict of interest policy and financial statements are available upon request. Form 990, Part VIII, Line 2f Other Program Service Revenue Misc revenue - Total Revenue: 379620, Related or Exempt Function Revenue: 379620, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Wheaton Academy Foundation 900 Prince Crossing West Chicago IL 60185 460944215 Support Wheaton Academy IL 501(c)(3) Type I Wheaton Academy true Wheaton Academy Institute 901 Prince Crossing West Chicago IL 60185 474967070 Operating an international student program IL 501(c)(3) Type I Wheaton Academy true false true true false false false false false false false false false true true true true true false false Wheaton Academy Foundation B 59443 Book Value Wheaton Academy Institute B 73815 Book Value Wheaton Academy Foundation C 147690 Book Value