Investment Disclosures and Financial Reports

Read through our investment disclosure information and financial reports. Reach out to our staff with any questions.

WCJC Investment Disclosure

Find out more about how we manage our financial resources. Our Investment Disclosure Policy outlines our investment principles, strategies, and reporting procedures.

Investment Advisor

Effective November 1, 2014, Wharton County Junior College employs Patterson & Associates, a Meeder Investment Management Company, as an investment advisor for the college's endowment fund.  Investment decisions require prior approval of the college's investment committee.  Patterson & Associates may be contacted at:

Linda T. Patterson
Patterson & Associates, a Meeder Investment Management Company
Barton Oaks Plaza II
901 S. MoPac, Suite 195
Austin, TX  78746
Phone: 512-320-5042

Wharton County Junior College Foundation

Wharton County Junior College does not participate in certain financial arrangements or practices. Specifically, the College does not use soft dollars, directed brokerage or directed commission, commission recapture, or similar arrangements.
Wharton County Junior College is associated with an independent foundation. You can contact the Foundation at:

Jonathan Jeter 
911 Boling Hwy
Wharton, TX  77488 
Phone: 979-532-6981

Investment Market Value

The market value of the Foundation's investments as of October 31, 2023 was $1,164,234.88. 
Please direct all questions to:

Bryce Kocian
Investment Officer and Vice President of Administrative Services
911 Boling Highway, Wharton, Texas 77488
Phone: 979-532-6315  
E-mail: brycek@wcjc.edu 

Investment Policies by Year

This information was last updated: November 21, 2022

Investment Policies

3rd Quarter (July)

2nd Quarter (April)

1st Quarter (January)

 

Investment Policies

4th Quarter (October)

3rd Quarter (July)

2nd Quarter (April)

1st Quarter (January)

 

Investment Policies

4th Quarter (October)

3rd Quarter (July)

2nd Quarter (April)

1st Quarter (January)

Investment Policies

4th Quarter (October)

3rd Quarter (July)

2nd Quarter (April)

1st Quarter (January)

Investment Policies

4th Quarter (October)

3rd Quarter (July)

2nd Quarter (April)

1st Quarter (January)

WCJC Financial Reports

Annual Financial Report and Budget

The Administrative Services team is responsible for maintaining complete financial records for the institution. This information is publicly available to all constituents of the college.
FY 2023 Annual Financial Report
FY 2024 Budget Information
FY 2023 Tax Rate Calculation Worksheet
Public Hearing Notice

 

 

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