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← WGU Advancement

Form 990 for tax year 2022

Filed by WGU Advancement.

Totals

Total revenue
$4,266,071
Total expenses
$4,017,947
Contributions and grants received
$4,241,873
Grants paid
$1,593,049
Program service revenue
$0
Investment income
$24,198
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$1,593,049
Management and general expenses
$910,605
Fundraising expenses
$1,514,293
Program service expenses (Part III)
$1,593,049

Program services were 39.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $1,692,394

  • 1f · All other contributions, gifts and grants

    $2,549,479

  • 1g · Noncash contributions included above

    $10,345

  • 2a · Program service revenue: MISC. CUSTOMER OVERPAYMENTS

  • 3 · Investment income

    total $40,301 · excluded $40,301

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $66,039

  • 7b · Less cost or other basis and sales expenses

    securities $82,142

  • 7c · Gain or loss

    securities -$16,103

  • 7d · Net gain or loss

    total -$16,103 · excluded -$16,103

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,593,049 · program services $1,593,049

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $287,415 · management and general $92,112 · fundraising $195,303

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,108,537 · management and general $511,521 · fundraising $597,016

  • 8 · Pension plan contributions

    total $68,165 · management and general $29,856 · fundraising $38,309

  • 9 · Other employee benefits

    total $109,846 · management and general $55,907 · fundraising $53,939

  • 10 · Payroll taxes

    total $87,625 · management and general $38,380 · fundraising $49,245

  • 11a · Fees: management

    total $16,970 · management and general $16,970

  • 11b · Fees: legal

    total $32,684 · management and general $16,342 · fundraising $16,342

  • 11c · Fees: accounting

    total $39,580 · management and general $38,830 · fundraising $750

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $19,850 · fundraising $19,850

  • 11f · Fees: investment management

    total $2,320 · management and general $2,320

  • 11g · Fees: other

    total $177,700 · management and general $25,291 · fundraising $152,409

  • 12 · Advertising and promotion

    total $94,117 · fundraising $94,117

  • 13 · Office expenses

    total $96,179 · management and general $15,937 · fundraising $80,242

  • 14 · Information technology

    total $27,540 · management and general $13,112 · fundraising $14,428

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $64,381 · management and general $30,581 · fundraising $33,800

  • 17 · Travel

    total $86,803 · management and general $19,013 · fundraising $67,790

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $95,646 · fundraising $95,646

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $6,888 · management and general $3,272 · fundraising $3,616

  • 23 · Insurance

    total $2,652 · management and general $1,161 · fundraising $1,491

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $56,196 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $6,625,142 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $95,288 · end of year $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $1,135,120 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $569,953 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year -$350,036 · end of year $0

  • 28 · Net assets with donor restrictions

    beginning of year $7,691,829 · end of year $0

Mission and programs · 2022

Mission

TO SUPPORT THE EDUCATIONAL AND CHARITABLE PURPOSES OF WESTERN GOVERNORS UNIVERSITY BY ENGAGING IN FUND-RAISING ACTIVITIES, INCLUDING IDENTIFYING OPPORTUNITIES FOR FUNDED RESEARCH PROJECTS, BUILDING ALUMNI OUTREACH, SOLICITING SUPPORT FROM GOVERNMENT AGENCIES AND PRIVATE FOUNDATIONS, AND OTHER RELATED ACTIVITIES.

Activities or mission (Part I)

TO SUPPORT THE EDUCATIONAL AND CHARITABLE PURPOSES OF WESTERN GOVERNORS UNIVERSITY.

  • WGU ADVANCEMENT SUPPORTS THE EDUCATIONAL AND CHARITABLE PURPOSES OF WESTERN GOVERNORS UNIVERSITY AND AFFILIATES BY ENGAGING IN FUND-RAISING ACTIVITIES, INCLUDING IDENTIFYING OPPORTUNITIES FOR FUNDED RESEARCH PROJECTS, BUILDING ALUMNI OUTREACH, SOLICITING SUPPORT FROM GOVERNMENT AGENCIES AND PRIVATE FOUNDATIONS.

    Expenses $1,593,049 · Grants $1,593,049

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • SCOTT PULSIPHER

    DIRECTOR / CHAIR

    Total calculated
    $1,976,036
    From this org
    $0
    From related orgs
    $1,917,916
    Other
    $58,120
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    not reported + $753,461 related
    Bonus
    not reported + $552,500 related
    Other
    not reported + $611,955 related
    Deferred
    not reported + $27,000 related
    Nontaxable benefits
    not reported + $31,120 related
    Filer's total
    not reported + $1,976,036 related

  • DAVID GROW

    DIRECTOR / TREASURER

    Total calculated
    $753,522
    From this org
    $0
    From related orgs
    $687,122
    Other
    $66,400
    Hours/week
    3 + 46 related

    Schedule J breakdown matched by us

    Base
    not reported + $455,680 related
    Bonus
    not reported + $154,650 related
    Other
    not reported + $76,792 related
    Deferred
    not reported + $27,000 related
    Nontaxable benefits
    not reported + $39,400 related
    Filer's total
    not reported + $753,522 related

  • ANNALISA HOLCOMBE

    DIRECTOR / PRESIDENT

    Total calculated
    $420,488
    From this org
    $367,028
    From related orgs
    $0
    Other
    $53,460
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $286,350
    Bonus
    $67,763
    Other
    $12,915
    Deferred
    $27,000
    Nontaxable benefits
    $26,460
    Filer's total
    $420,488

  • SARAH HOOK

    SECRETARY

    Total calculated
    $221,530
    From this org
    $0
    From related orgs
    $197,569
    Other
    $23,961
    Hours/week
    2 + 42 related

    Schedule J breakdown matched by us

    Base
    not reported + $195,569 related
    Bonus
    not reported + $2,000 related
    Other
    not reported
    Deferred
    not reported + $10,954 related
    Nontaxable benefits
    not reported + $13,007 related
    Filer's total
    not reported + $221,530 related

  • William Curtis Ryan

    Director of Operations

    Total calculated
    $204,508
    From this org
    $152,206
    From related orgs
    $0
    Other
    $52,302
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,206
    Bonus
    $10,000
    Other
    not reported
    Deferred
    $26,988
    Nontaxable benefits
    $25,314
    Filer's total
    $204,508

  • Gilbert Rojas

    Special Projects

    Total calculated
    $166,798
    From this org
    $127,571
    From related orgs
    $0
    Other
    $39,227
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,571
    Bonus
    $2,000
    Other
    not reported
    Deferred
    $15,407
    Nontaxable benefits
    $23,820
    Filer's total
    $166,798

  • Teresa Williams

    Director of Sponsored Programs

    Total calculated
    $162,302
    From this org
    $144,139
    From related orgs
    $0
    Other
    $18,163
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,499
    Bonus
    $8,640
    Other
    not reported
    Deferred
    $8,206
    Nontaxable benefits
    $9,957
    Filer's total
    $162,302

  • Brandon Zollner

    Executive Director of Developm

    Total calculated
    $156,465
    From this org
    $140,910
    From related orgs
    $0
    Other
    $15,555
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,990
    Bonus
    $11,920
    Other
    not reported
    Deferred
    $8,255
    Nontaxable benefits
    $7,300
    Filer's total
    $156,465

  • Erica Adams

    Regional Director

    Total calculated
    $154,003
    From this org
    $123,717
    From related orgs
    $0
    Other
    $30,286
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $121,717
    Bonus
    $2,000
    Other
    not reported
    Deferred
    $3,826
    Nontaxable benefits
    $26,460
    Filer's total
    $154,003

  • CAROL D'AMICO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT FRANKENBERG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID SIMMONS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

5 distributions to recipients named as people, $3,075,048 in total. Counted where the filer named the recipient as a person, as filed. Who received them, and what, are not published.

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202303199349316120

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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