LEWIS AND CLARK COLLEGE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LEWIS AND CLARK COLLEGE (EIN 93-0386858)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2024-04-12
- IRS object ID
- 202411039349301991
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-12T21:38:15-05:00 | ReturnTs |
| Tax Period End | 2023-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S 6TH ST 2300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930386858 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS & CLARK COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEWI | BusinessNameControlTxt |
| Phone | 5037687801 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 S PALATINE HILL ROAD | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972197879 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA DOOLEY | PersonNm |
| Person Title | CFO & VP FOR OPERATIONS | PersonTitleTxt |
| Phone | 5037687801 | PhoneNum |
| Signature | 2024-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDREA | PersonFirstNm |
| Person Last | DOOLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN A GRIES | PreparerPersonNm |
| PTIN | P00078514 | PTIN |
| Phone | 6128764500 | PhoneNum |
| Preparation | 2024-04-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANDREA DOOLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 S PALATINE HILL ROAD | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972197879 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $317,246,395 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LCLARK.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1946 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF LEWIS & CLARK COLLEGE IS TO KNOW THE TRADITIONS OF THE LIBERAL ARTS, TO TEST THEIR BOUNDARIES THROUGH ONGOING EXPLORATION, AND TO HAND ON TO SUCCESSIVE GENERATIONS THE TOOLS AND DISCOVERIES OF THIS QUEST. BY THESE MEANS, THE COLLEGE PURSUES THE AIMS OF ALL LIBERAL LEARNING: TO SEEK KNOWLEDGE FOR ITS OWN SAKE AND TO PREPARE FOR CIVIC LEADERSHIP. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 2571 | TotalEmployeeCnt |
| Total Volunteers | 1311 | TotalVolunteersCnt |
| Total Gross UBI | $721,533 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $144,159 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $20,774,360 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,687,413 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $189,779,833 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $200,601,575 | CYProgramServiceRevenueAmt |
| PY Investment Income | $26,533,557 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,067,911 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,049,153 | PYOtherRevenueAmt |
| CY Other Revenue | $4,082,851 | CYOtherRevenueAmt |
| PY Total Revenue | $240,136,903 | PYTotalRevenueAmt |
| CY Total Revenue | $241,439,750 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $85,489,879 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $89,800,334 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $72,199,837 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $77,653,751 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,492,499 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $50,618,616 | PYOtherExpensesAmt |
| CY Other Expenses | $56,882,120 | CYOtherExpensesAmt |
| PY Total Expenses | $208,308,332 | PYTotalExpensesAmt |
| CY Total Expenses | $224,336,205 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $31,828,571 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $17,103,545 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $616,912,897 | TotalAssetsBOYAmt |
| Total Assets EOY | $608,652,009 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $186,802,857 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $182,614,377 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $430,110,040 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $426,037,632 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF LEWIS & CLARK COLLEGE IS TO KNOW THE TRADITIONS OF THE LIBERAL ARTS, TO TEST THEIR BOUNDARIES THROUGH ONGOING EXPLORATION, AND TO HAND ON TO SUCCESSIVE GENERATIONS THE TOOLS AND DISCOVERIES OF THIS QUEST. BY THESE MEANS, THE COLLEGE PURSUES THE AIMS OF ALL LIBERAL LEARNING: TO SEEK KNOWLEDGE FOR ITS OWN SAKE AND TO PREPARE FOR CIVIC LEADERSHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $146,516,635 | ExpenseAmt |
| Grant | $89,800,334 | GrantAmt |
| Revenue | $175,840,809 | RevenueAmt |
| Desc | ACADEMICS: LEWIS & CLARK COLLEGE SUPPORTS ITS EDUCATIONAL MISSION BY PREPARING STUDENTS FOR WORLD CITIZENSHIP THROUGH RIGOROUS CURRICULA AND RICH EXPERIENCES BOTH IN AND OUT OF THE CLASSROOM. THE COLLEGE OF ARTS AND SCIENCES OFFERS 29 MAJORS AND 33 MINORS IN THE SCIENCES, ARTS, HUMANITIES, AND SOCIAL SCIENCES. A STUDENT-FACULTY RATIO OF 12 TO 1 IS PROVIDED FOR A DIVERSE COMMUNITY OF STUDENTS FROM 47 STATES AND THE DISTRICT OF COLUMBIA, PUERTO RICO, THE VIRGIN ISLANDS, AND FROM APPROXIMATELY 56 OTHER COUNTRIES. A WIDE RANGE OF OVERSEAS AND OFF-CAMPUS PROGRAMS FORM AN INTEGRAL PART OF THE TOTAL EDUCATIONAL EXPERIENCE AT LEWIS & CLARK. THE COLLEGE IS COMMITTED IN HELPING STUDENTS DEVELOP THE SKILLS TO UNDERSTAND, CREATE, AND CONNECT THEIR EDUCATIONAL EXPERIENCE WITH FUTURE GOALS THROUGH PROGRAMS SUCH AS CAREER COUNSELING, INTERNSHIPS, LEADERSHIP & DEVELOPMENT, AND ENTREPRENEURSHIP PROGRAMS. IN SUPPORT OF ITS ACADEMIC PROGRAMS, LEWIS & CLARK OPERATES WELL-STOCKED LIBRARIES, AWARD-WINNING GREEN BUILDINGS, AND OUTSTANDING ATHLETIC FACILITIES.THE GRADUATE SCHOOL OF EDUCATION AND COUNSELING OFFERS NATIONALLY ACCREDITED PROFESSIONAL PROGRAMS IN A WIDE RANGE OF EDUCATION AND COUNSELING-RELATED FIELDS WITH SCHOLAR-PRACTITIONER FACULTY WHO CONDUCT LEADING RESEARCH IN THEIR ACADEMIC FIELDS, WHILE REMAINING DEEPLY EMBEDDED IN THE REAL NEEDS OF LOCAL COMMUNITIES, AGENCIES, AND INSTITUTIONS. DRAWING STUDENTS FROM ACROSS THE COUNTRY AND INTERNATIONALLY, THE LAW SCHOOL HAS A NATIONAL REACH WITH GRADUATES PRACTICING IN MANY AREAS OF LAW. WITH RIGOROUS CLASSROOM TEACHING AND A WIDE VARIETY OF OPPORTUNITIES TO GAIN PRACTICAL EXPERIENCE, THE LAW SCHOOL'S ENVIRONMENTAL PROGRAM HAS CONSISTENTLY BEEN RANKED AS ONE OF THE BEST IN THE NATION FOR MANY YEARS. ASIDE FROM TRADITIONAL LAW DEGREE, SPECIAL CERTIFICATES ARE AVAILABLE FOR STUDENTS WHO PURSUE A PRESCRIBED CURRICULUM IN BUSINESS, INTELLECTUAL PROPERTY, TAX, CRIMINAL LAW, GLOBAL LAW, PUBLIC INTEREST LAW, OR ENVIRONMENTAL LAW. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,232,183 | ExpenseAmt |
| Revenue | $4,705,921 | RevenueAmt |
| Desc | STUDENT SERVICES: STUDENT EXPERIENCE IS CRITICAL TO OUR MISSION AND LEWIS & CLARK IS DEDICATED IN SUPPORTING STUDENTS' TRANSITION TO COLLEGE BY ENCOURAGING PERSONAL DEVELOPMENT, PROMOTING CO-CURRICULAR LEARNING, STIMULATING EDUCATIONAL SUCCESS, AND HELPING PREPARE STUDENTS FOR LIFELONG CAREERS. LEWIS & CLARK IS A RESIDENTIAL CAMPUS, LOCATED ON 137 WOODED ACRES IN SOUTHWEST PORTLAND. FIRST AND SECOND YEAR STUDENTS ARE REQUIRED TO LIVE ON CAMPUS AND APPROXIMATELY 71% OF ALL LEWIS & CLARK UNDERGRADUATE STUDENTS LIVE ON CAMPUS. THE COLLEGE PROVIDES A RANGE OF STUDENT SERVICES AND SUPPORT WITH MORE THAN 100 REGISTERED STUDENT-RUN CLUBS AND ORGANIZATIONS. THE DIVISION OF STUDENT LIFE PARTNERS WITH THE UNDERGRADUATE STUDENTS THROUGH THEIR DEVELOPMENT IN ACADEMIC & EXPERIENTIAL LEARNING, CIVIC LEADERSHIP & CAREER DEVELOPMENT, DIVERSITY & INCLUSION, AND WELLNESS. OVER 400 STUDENT-ATHLETES COMPETE IN 20 NCAA DIVISION III SPORTS PROGRAMS OFFERED AT LEWIS & CLARK AND A LARGER NUMBER PARTICIPATE IN OTHER RECREATIONAL ACTIVITIES SUCH AS CLUB AND INTRAMURAL SPORTS.AT THE GRADUATE SCHOOL OF EDUCATION AND COUNSELING, STUDENTS BENEFIT FROM SPECIALIZED SUPPORT IN A RANGE OF AREAS RELATED TO PROFESSIONAL LICENSURE, ENDORSEMENTS, AND OTHER JOB RELATED CREDENTIALS. GIVEN THAT GRADUATES PURSUE POSITIONS FROM PORTLAND TO QATAR, THIS CAN BE A COMPLICATED PROCESS, INVOLVING MANY EXTERNAL AGENCIES AND ORGANIZATIONS. STUDENTS ARE GUIDED THROUGH THE PROCESS AND REQUIREMENTS RELEVANT TO THEIR SPECIFIC GOALS. THE GRADUATE SCHOOL ALSO SPONSORS A VARIETY OF VISITS BY SCHOOL DISTRICTS, MENTAL HEALTH AGENCIES, AND RELATED ORGANIZATIONS TO HELP STUDENTS MAKE CONNECTIONS WITH (AND OFTEN ACTUALLY INTERVIEW WITH) THEIR FUTURE EMPLOYERS.THE CAREER DEVELOPMENT OFFICE WORKS CLOSELY WITH LAW STUDENTS AND PROVIDES SERVICES SUCH AS MAKING MENTORS AVAILABLE TO ALL STUDENTS, MEETING WITH STUDENTS INDIVIDUALLY TO COUNSEL ON CAREER CHOICES, REVIEWING RESUMES, AND TAPING MOCK INTERVIEWS WITH PRACTICING ATTORNEYS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,790,360 | ExpenseAmt |
| Revenue | $23,993 | RevenueAmt |
| Desc | ACADEMIC SUPPORT: LEWIS & CLARK IS COMMITTED TO THE ACADEMIC SUCCESS OF EVERY STUDENT AND CARRIES OUT ITS MISSION THROUGH GIVING EACH STUDENT THE OPPORTUNITY TO DISCOVER THEMSELVES AND THE WORLD THROUGH THE STUDY OF THE ARTS, THE HUMANITIES, AND THE MATHEMATICAL, NATURAL, AND SOCIAL SCIENCES. OVER NINETY-ONE PERCENT OF FULL TIME FACULTY HOLD A PH.D. OR TERMINAL DEGREE IN THEIR FIELDS. MANY OF OUR FACULTY ARE ACTIVE IN RESEARCH AND SCHOLARSHIPS AND HAVE BEEN TREMENDOUSLY SUCCESSFUL IN SECURING PRESTIGIOUS AWARDS AND APPOINTMENTS INCLUDING FULBRIGHT ALUMNI AMBASSADOR, COUNCIL FOR THE ADVANCEMENT AND SUPPORT OF EDUCATION (CASE)AND THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT FOR TEACHING FOR TEACHER OF YEAR AWARDS. SEVERAL FACULTY MEMBERS HAVE RECENTLY BEEN RECOGNIZED FOR EXCELLENCE IN TEACHING WITH GRAVES AWARDS IN HUMANITIES AND NUMEROUS FACULTY MEMBERS HAVE BEEN AWARDED FELLOWSHIPS TO CONDUCT RESEARCH AND TEACH ABROAD. AN AVERAGE CLASS SIZE OF 17 ALLOWS CLOSE CONTACT BETWEEN PROFESSORS AND STUDENTS AND CREATES OPPORTUNITIES FOR DISCUSSION AND COLLABORATION. OVER 90 PERCENT OF UNDERGRADUATE STUDENTS RECEIVE FINANCIAL ASSISTANCE THROUGH MERIT-BASED SCHOLARSHIPS, NEED-BASED GRANTS, LOANS, OR CAMPUS EMPLOYMENT.IN THE GRADUATE SCHOOL OF EDUCATION AND COUNSELING, STUDENTS AND FACULTY WORK CLOSELY TOGETHER IN A VARIETY OF CONTEXTS, FROM INTENSIVE FIELD-BASED INTERNSHIPS TO CO-AUTHORING RESEARCH ARTICLES. STUDENTS LEARN NOT ONLY TO BE EXCELLENT PRACTITIONERS, BUT LEADERS AND CHANGE AGENTS. THE LAW SCHOOL FACULTY MAKE THEMSELVES AVAILABLE OUTSIDE OF CLASS FOR MENTORING, AND TO EXPAND ON TOPICS TAUGHT IN CLASSES. IN ADDITION, THE LAW SCHOOL HAS A PROGRAM FOR STUDENTS WHO FEEL THE NEED FOR ACADEMIC SUPPORT DURING LAW SCHOOL, AS WELL AS A PROGRAM DESIGNED TO ENHANCE THE LIKELIHOOD OF BAR PASSAGE UPON GRADUATION. BEYOND ANYSPECIALIZED MAJORS, STUDENTS HONE THEIR ABILITIES AS KNOWLEDGEABLE AND LOGICAL THINKERS, ARTICULATE SPEAKERS, AND EFFECTIVE WRITERS. THE COLLEGE PROVIDES MANY RESOURCES TO SUPPORT STUDENTS. THESE SERVICES RANGE FROM TUTORING AT THE MATH SKILLS CENTER TO SUPPORT FROM ONE OF OUR COUNSELORS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $22,176,333 | ExpenseAmt |
| Revenue | $24,102,988 | RevenueAmt |
| Desc | AUXILIARY SERVICES RELATED TO AND SUPPORTING OUR EDUCATIONAL PURPOSE SUCH AS STUDENT HOUSING, FOOD SERVICE, CAMPUS BOOKSTORE, PARKING AND TRANSPORTATION, AND SUMMER CONFERENCES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $22,176,333 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $24,102,988 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $197,715,511 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5102 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2571 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | GM | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREA DOOLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5037687801 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 S PALATINE HILL ROAD | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972197899 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MARINUS WIEWEL | |||||||
| PRESIDENT-EMERITUS | 45.00 | Yes (X) | Yes (X) | $419,522 | $0 | $27,663 | |
| ROBIN HOLMES-SULLIVAN | |||||||
| PRESIDENT | 45.00 | Yes (X) | Yes (X) | $317,748 | $0 | $28,240 | |
| STEPHANIE FOWLER | |||||||
| TRUSTEE (CHAIR) | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PAULA HAYES | |||||||
| TRUSTEE (FIRST VICE CHAIR) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PATRICK MAHAFFY | |||||||
| TRUSTEE (SECOND VICE CHAIR) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AMY MILLER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDRE STEWART | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRAD KRUPICKA | |||||||
| TRUSTEE EX OFFICIO | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENT HUTCHINGS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER JAY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER OHMAN | |||||||
| TRUSTEE EX OFFICIO | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CRAIG MACLEOD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID MABIE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HEIDI HU | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES SPENCER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY WALDRON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER FRONK | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM BLAKEMORE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN STADTER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOUNI KORHONEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LIBBY MCCASLIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA ROBERTSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK TRATOS | |||||||
| TRUSTEE & ADJUNCT FACULTY | 2.00 | Yes (X) | $3,621 | $0 | $22 | ||
| MATTHEW BERGMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA FRANCY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK NIELSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROMAYNE LEVEE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SERENA CRUZ | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STACY THOMPSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN DOVER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TONY ABENA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER J JOHNSON | |||||||
| DEAN OF THE LAW SCHOOL | 45.00 | Yes (X) | $346,574 | $0 | $27,485 | ||
| DAVID REESE | |||||||
| VP, CHIEF OF STAFF, GENERAL COUNSEL, SECRETARY | 45.00 | Yes (X) | $248,340 | $0 | $23,896 | ||
| KENNETH WALTER | |||||||
| VP FOR ADVANCEMENT | 45.00 | Yes (X) | $220,024 | $0 | $21,198 | ||
| ANDREA DOOLEY | |||||||
| CFO AND VP OF OPERATIONS | 45.00 | Yes (X) | $214,799 | $0 | $24,370 | ||
| ERIC STAAB | |||||||
| VP OF ADMISSIONS AND FINANCIAL AID | 45.00 | Yes (X) | $207,882 | $0 | $21,096 | ||
| EARL SCOTT FLETCHER | |||||||
| DEAN OF THE GRADUATE SCHOOL OF EDUCATION AND COUNS | 45.00 | Yes (X) | $201,897 | $0 | $26,978 | ||
| BRUCE SUTTMEIER | |||||||
| DEAN OF THE COLLEGE OF ARTS & SCIENCES | 45.00 | Yes (X) | $205,058 | $0 | $19,466 | ||
| DANIELLE TORRES | |||||||
| DEAN OF EQUITY AND INCLUSION | 45.00 | Yes (X) | $111,711 | $0 | $18,492 | ||
| EVETTE CLARK | |||||||
| VP STUDENT LIFE AND DEAN OF STUDENTS | 45.00 | Yes (X) | $89,352 | $0 | $8,345 | ||
| LORI FRIEDMAN | |||||||
| VP OF COMMUNICATIONS | 45.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN PARRY | |||||||
| ASSOC DEAN OF LAW SCHOOL FACULTY | 45.00 | $232,815 | $0 | $20,479 | Yes (X) | ||
| JULIO DE PAULA | |||||||
| PROFESSOR OF CHEMISTRY | 45.00 | $207,248 | $0 | $38,890 | Yes (X) | ||
| LYDIA LOREN | |||||||
| PROFESSOR OF LAW | 45.00 | $210,829 | $0 | $30,713 | Yes (X) | ||
| ROBERT KLONOFF | |||||||
| PROFESSOR OF LAW | 45.00 | $214,621 | $0 | $21,492 | Yes (X) | ||
| CRAIG JOHNSTON | |||||||
| PROFESSOR OF LAW | 45.00 | $202,023 | $0 | $27,561 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,654,064 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $386,386 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 105 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BREMIK CONSTRUCTION INC | |||||
| 1026 SE STARK STREET | PORTLAND | OR | 97214 | BUILDING CONSTRUCTION | $12,647,483 |
| COMPASS GROUP USA INC (DBA BON APPETIT | |||||
| 2400 YORKMONT RD | CHARLOTTE | NC | 28217 | CATERING & FOOD SERVICE | $5,882,019 |
| A&A MAINTENANCE | |||||
| 965 MIDLAND AVE | YONKERS | NY | 10704 | HOUSEKEEPING & CUSTODIAL | $2,128,596 |
| WALSH CONSTRUCTION OREGON | |||||
| 2905 SW FIRST AVENUE | PORTLAND | OR | 97201 | BUILDING CONSTRUCTION | $1,453,916 |
| FORTIS CONSTRUCTION | |||||
| 1705 SW TAYLOR STREET | PORTLAND | OR | 97205 | BUILDING CONSTRUCTION | $1,075,420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 69 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $26,431 | FundraisingAmt |
| Government Grants | $3,648,915 | GovernmentGrantsAmt |
| All Other Contributions | $17,012,067 | AllOtherContributionsAmt |
| Noncash Contributions | $407,961 | NoncashContributionsAmt |
| Total Contributions | $20,687,413 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $178,101,366 | $178,101,366 |
| AUXILIARY SERVICES | 900099 | $22,219,770 | $22,219,770 |
| CONTRACTS/EXCHANGE TRA | 900099 | $280,439 | $280,439 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $200,601,575 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,679,924 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $696,093 | UnrelatedBusinessRevenueAmt |
| Exclusion | $983,831 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $337,670 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $326,761 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $10,909 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,909 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $25,440 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$14,531 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $89,843,868 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $75,455,881 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,387,987 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,387,987 | TotalRevenueColumnAmt |
| Exclusion | $14,387,987 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $23,809 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $26,431 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $24,003 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$194 | TotalRevenueColumnAmt |
| Exclusion | -$194 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ALUMNI EVENTS | 900099 | $484,644 | $484,644 |
| RETURN OF PERKINS LOAN | 900099 | $140,031 | $140,031 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,447,461 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,447,461 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,072,136 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $241,439,750 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $204,673,711 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $721,533 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,357,093 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,593 | TotalAmt |
| Program Services | $30,593 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,679,245 | TotalAmt |
| Program Services | $83,679,245 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,090,496 | TotalAmt |
| Program Services | $6,090,496 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,729,649 | TotalAmt |
| Program Services | $1,113,301 | ProgramServicesAmt |
| Management And General | $1,358,819 | ManagementAndGeneralAmt |
| Fundraising | $257,529 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,300,338 | TotalAmt |
| Program Services | $48,335,332 | ProgramServicesAmt |
| Management And General | $6,977,288 | ManagementAndGeneralAmt |
| Fundraising | $1,987,718 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,015,425 | TotalAmt |
| Program Services | $3,383,351 | ProgramServicesAmt |
| Management And General | $489,076 | ManagementAndGeneralAmt |
| Fundraising | $142,998 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,455,169 | TotalAmt |
| Program Services | $7,702,235 | ProgramServicesAmt |
| Management And General | $1,501,832 | ManagementAndGeneralAmt |
| Fundraising | $251,102 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,153,170 | TotalAmt |
| Program Services | $3,488,759 | ProgramServicesAmt |
| Management And General | $519,808 | ManagementAndGeneralAmt |
| Fundraising | $144,603 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,452 | TotalAmt |
| Management And General | $52,452 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,020 | TotalAmt |
| Management And General | $119,020 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,839 | TotalAmt |
| Program Services | $38,839 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,183,617 | TotalAmt |
| Management And General | $1,183,617 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,775,145 | TotalAmt |
| Program Services | $12,006,399 | ProgramServicesAmt |
| Management And General | $2,601,032 | ManagementAndGeneralAmt |
| Fundraising | $167,714 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,356 | TotalAmt |
| Program Services | $169,702 | ProgramServicesAmt |
| Management And General | $23,745 | ManagementAndGeneralAmt |
| Fundraising | $4,909 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,643,224 | TotalAmt |
| Program Services | $2,864,406 | ProgramServicesAmt |
| Management And General | $605,754 | ManagementAndGeneralAmt |
| Fundraising | $173,064 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,520,968 | TotalAmt |
| Program Services | $455,519 | ProgramServicesAmt |
| Management And General | $1,990,417 | ManagementAndGeneralAmt |
| Fundraising | $75,032 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,836,808 | TotalAmt |
| Program Services | $3,058,036 | ProgramServicesAmt |
| Management And General | $768,489 | ManagementAndGeneralAmt |
| Fundraising | $10,283 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,404,632 | TotalAmt |
| Program Services | $3,327,766 | ProgramServicesAmt |
| Management And General | $853,056 | ManagementAndGeneralAmt |
| Fundraising | $223,810 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $382,452 | TotalAmt |
| Program Services | $212,210 | ProgramServicesAmt |
| Management And General | $143,761 | ManagementAndGeneralAmt |
| Fundraising | $26,481 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,854,625 | TotalAmt |
| Program Services | $3,973,999 | ProgramServicesAmt |
| Management And General | $880,626 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,913,237 | TotalAmt |
| Program Services | $6,769,107 | ProgramServicesAmt |
| Management And General | $2,144,130 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,543,099 | TotalAmt |
| Program Services | $3,744,911 | ProgramServicesAmt |
| Management And General | $798,188 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OVERSEAS PROJECT EXPENS | $4,890,949 | $4,890,949 | |
| LIBRARY BOOKS/MATERIALS | $1,489,534 | $1,489,534 | |
| UBI TAXES PAID | $21,327 | $21,327 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,013,836 | TotalAmt |
| Program Services | $890,822 | ProgramServicesAmt |
| Management And General | $95,758 | ManagementAndGeneralAmt |
| Fundraising | $27,256 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,336,205 | TotalAmt |
| Program Services | $197,715,511 | ProgramServicesAmt |
| Management And General | $23,128,195 | ManagementAndGeneralAmt |
| Fundraising | $3,492,499 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,349 | BOYAmt |
| EOY | $234,920 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,410,726 | BOYAmt |
| EOY | $72,160,265 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,826,068 | BOYAmt |
| EOY | $8,996,057 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $369,765 | BOYAmt |
| EOY | $714,551 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,620,634 | BOYAmt |
| EOY | $9,313,592 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,986 | BOYAmt |
| EOY | $78,695 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,371,745 | BOYAmt |
| EOY | $996,088 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $337,915,045 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $157,642,250 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,260,822 | BOYAmt |
| EOY | $180,272,795 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,146,767 | BOYAmt |
| EOY | $170,292,451 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,620,035 | BOYAmt |
| EOY | $163,151,178 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,441,417 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $616,912,897 | BOYAmt |
| EOY | $608,652,009 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,392,253 | BOYAmt |
| EOY | $18,355,916 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,436,960 | BOYAmt |
| EOY | $7,288,200 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,902,089 | BOYAmt |
| EOY | $150,970,166 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,071,555 | BOYAmt |
| EOY | $6,000,095 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,802,857 | BOYAmt |
| EOY | $182,614,377 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,558,042 | BOYAmt |
| EOY | $145,231,999 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,551,998 | BOYAmt |
| EOY | $280,805,633 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $430,110,040 | BOYAmt |
| EOY | $426,037,632 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $616,912,897 | BOYAmt |
| EOY | $608,652,009 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $17,103,545 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$23,675,268 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,499,315 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $0 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $38,839 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $38,839 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | AS A COMPONENT OF ITS GRANT-FUNDED ASSESSMENT OF OREGON'S DISCRETIONARY PAROLE SYSTEM WHICH INCLUDES MAKING REFORM RECOMMENDATIONS TO IMPROVE PAROLE DECISION-MAKING AND INCREASE THE TRANSPARENCY OF OREGON'S PAROLE PROCESS, THE LAW SCHOOL'S CRIMINAL JUSTICE REFORM CLINIC (THE CLINIC) HAS ENGAGED AN INDEPENDENT FIRM REGISTERED IN THE STATE OF OREGON AS LOBBYISTS FOR THE CLINIC TO CARRY OUT ADVOCACY EFFORTS TO STATE AGENCIES, COMMITTEES, AND LAWMAKERS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $2,792,121 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $322,345,847 | BeginningYearBalanceAmt |
| Contributions | $9,850,797 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,979,217 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,358,557 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,326,978 | OtherExpendituresAmt |
| Administrative Expenses | $1,309,233 | AdministrativeExpensesAmt |
| End Year Balance | $312,222,659 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $302,258,210 | BeginningYearBalanceAmt |
| Contributions | $4,461,552 | ContributionsAmt |
| Investment Earnings Or Losses | $29,110,161 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,863,573 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,454,673 | OtherExpendituresAmt |
| Administrative Expenses | $2,165,830 | AdministrativeExpensesAmt |
| End Year Balance | $322,345,847 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $240,342,122 | BeginningYearBalanceAmt |
| Contributions | $960,682 | ContributionsAmt |
| Investment Earnings Or Losses | $74,218,463 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,711,261 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,541,847 | OtherExpendituresAmt |
| Administrative Expenses | $2,009,949 | AdministrativeExpensesAmt |
| End Year Balance | $302,258,210 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $236,647,648 | BeginningYearBalanceAmt |
| Contributions | $3,168,908 | ContributionsAmt |
| Investment Earnings Or Losses | $13,579,997 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,215,659 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,826,420 | OtherExpendituresAmt |
| Administrative Expenses | $2,012,352 | AdministrativeExpensesAmt |
| End Year Balance | $240,342,122 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $235,613,927 | BeginningYearBalanceAmt |
| Contributions | $7,329,359 | ContributionsAmt |
| Investment Earnings Or Losses | $6,376,721 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,969,325 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,166,108 | OtherExpendituresAmt |
| Administrative Expenses | $1,536,926 | AdministrativeExpensesAmt |
| End Year Balance | $236,647,648 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.19000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.46000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.35000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,402,563 | OtherCostOrOtherBasisAmt |
| Book Value | $18,402,563 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $247,402,894 | OtherCostOrOtherBasisAmt |
| Depreciation | $114,239,010 | DepreciationAmt |
| Book Value | $133,163,884 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,586,277 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,770,215 | DepreciationAmt |
| Book Value | $7,816,062 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,838,622 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,633,025 | DepreciationAmt |
| Book Value | $6,205,597 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,684,689 | OtherCostOrOtherBasisAmt |
| Book Value | $14,684,689 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $180,272,795 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $132,037,679 | F |
| ADAGE CAPITAL PARTNERS LP | $31,113,499 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $163,151,178 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SPLIT INTEREST AGREEEMENTS | $4,591,858 |
| US GOVT GRANTS REFUNDABLE | $1,408,237 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,000,095 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $129,535,587 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$23,675,268 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $350,764 | OtherRevenueAmt |
| Revenue Not Reported | -$23,324,504 | RevenueNotReportedAmt |
| Revenue Subtotal | $152,860,091 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,309,233 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $87,270,426 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $88,579,659 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $241,439,750 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $133,607,995 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $350,764 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $350,764 | ExpensesNotReportedAmt |
| Expenses Subtotal | $133,257,231 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,309,233 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $89,769,741 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $91,078,974 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $224,336,205 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | DESCRIPTION OF COLLEGE'S COLLECTIONS: PAINTINGS, SCULPTURES AND OTHER WORKS OF ART FOR PUBLIC EXHIBITION AND CAMPUS BEAUTIFICATION; POETRY, LITERARY COLLECTIONS, PHOTOGRAPHS, MEMORABILIA, NEWSPAPERS, JOURNALS, CORRESPONDENCE AND RESEARCH NOTES HELD FOR HISTORICAL PRESERVATION AND EDUCATIONAL RESEARCH PURPOSES. |
| PART V, LINE 4: | INTENDED USE OF COLLEGE'S ENDOWMENT FUNDS: TO PROVIDE FUNDING FOR STUDENT SCHOLARSHIPS AND TUITION ASSISTANCE, AND TO PROVIDE FINANCIAL SUPPORT AND STABILITY FOR INSTITUTIONAL PROGRAMS. |
| PART X, LINE 2: | THE COLLEGE IS A TAX-EXEMPT ORGANIZATION AND IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES, EXCEPT FOR UNRELATED BUSINESS INCOME, IN ACCORDANCE WITH SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE COLLEGE QUALIFIED FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. THE COLLEGE FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE COLLEGE FOR UNCERTAIN TAX POSITIONS AS OF MAY 31, 2023 AND 2022. THE COLLEGE'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT RENTAL EXPENSES 326,761. DIRECT FUNDRAISING EVENT EXPENSES 24,003. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 305,798. CHANGE IN VALUE OF SWAP AGREEMENTS -2,805,113. SCHOLARSHIPS AND FELLOWSHIPS 89,769,741. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT RENTAL EXPENSES 326,761. DIRECT FUNDRAISING EVENT EXPENSES 24,003. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND FELLOWSHIPS 89,769,741. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | LEWIS & CLARK COLLEGE INCLUDES A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY TOWARDS STUDENTS IN ALL DOCUMENTED AND CIRCULATED SOLICITATIONS FOR REGISTRATION, AND PUBLISHES SUCH STATEMENT IN A LOCAL NEWSPAPER ANNUALLY. |
| SCHEDULE E, PART I, LINE 6 | ALL FEDERAL GRANT OPERATIONS OF LEWIS & CLARK COLLEGE, INCLUSIVE OF U.S. DEPARTMENT OF EDUCATION STUDENT FINANCIAL ASSISTANCE, ARE INCLUDED IN AN AUDIT OF FEDERAL AWARDS PERFORMED IN ACCORDANCE WITH THE UNIFORM GUIDANCE ISSUED BY THE U.S. OFFICE OF MANAGEMENT AND BUDGET AND COMPLIANCE SUPPLEMENTS FOR AUDITS OF HIGHER LEARNING, AND OTHER NONPROFIT INSTITUTIONS AS APPLICABLE. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (17 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 1 | PROGRAM SERVICES | STUDY ABROAD PROGRAMS FOR UNDERGRADUATE STUDENTS | |
| EAST ASIA AND THE PACIFIC | 0 | 10 | PROGRAM SERVICES | STUDY ABROAD PROGRAMS FOR UNDERGRADUATE STUDENTS | $1,859,142 |
| EUROPE | 0 | 14 | PROGRAM SERVICES | STUDY ABROAD PROGRAMS FOR UNDERGRADUATE STUDENTS | $2,187,160 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 4 | PROGRAM SERVICES | STUDY ABROAD PROGRAMS FOR UNDERGRADUATE STUDENTS | |
| NORTH AMERICA | 0 | 1 | PROGRAM SERVICES | STUDY ABROAD PROGRAMS FOR UNDERGRADUATE STUDENTS | $113,250 |
| RUSSIA AND NEIGHBORING STATES | 0 | 2 | PROGRAM SERVICES | STUDY ABROAD PROGRAMS FOR UNDERGRADUATE STUDENTS | -$3,263 |
| SOUTH AMERICA | 0 | 3 | PROGRAM SERVICES | STUDY ABROAD PROGRAMS FOR UNDERGRADUATE STUDENTS | $360,619 |
| SOUTH ASIA | 0 | 1 | PROGRAM SERVICES | STUDY ABROAD PROGRAMS FOR UNDERGRADUATE STUDENTS | |
| SUB-SAHARAN AFRICA | 0 | 2 | PROGRAM SERVICES | STUDY ABROAD PROGRAMS FOR UNDERGRADUATE STUDENTS | $369,640 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $55,405,089 | |
| EUROPE | 0 | 0 | INVESTMENTS | $18,773,168 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $1,770,575 | |
| EUROPE | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $3,365,241 | |
| NORTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $183,399 | |
| SOUTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $393,182 | |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $283,702 | |
| RUSSIA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $94,397 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 36 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 2 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 38 | TotalEmployeeCnt |
| Subtotal Spent | $4,516,908 | SubtotalSpentAmt |
| Continuation Spent | $80,638,393 | ContinuationSpentAmt |
| Total Spent | $85,155,301 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)
| RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 73 | $1,770,575 | CREDIT ON STUDENT ACCOUNT |
| EUROPE | 132 | $3,365,241 | CREDIT ON STUDENT ACCOUNT |
| NORTH AMERICA | 7 | $183,399 | CREDIT ON STUDENT ACCOUNT |
| SOUTH AMERICA | 19 | $393,182 | CREDIT ON STUDENT ACCOUNT |
| MIDDLE EAST & N. AFRICA | 14 | $283,702 | CREDIT ON STUDENT ACCOUNT |
| RUSSIA | 3 | $94,397 | CREDIT ON STUDENT ACCOUNT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | ASSISTANCE IS GIVEN TO INDIVIDUALS IN THE FORM OF CREDITS TOWARD THE COST OF TUITION, AND A RECORD OF THE ASSISTANCE PROVIDED IS RECORDED IN SEPARATE ACCOUNTS MAINTAINED FOR EACH STUDENT/RECIPIENT. IN CONJUNCTION WITH THE INSTITUTION'S BUDGET PROCESS, EACH SCHOOL DETERMINES SCHOLARSHIP SPENDING FOR THE YEAR. THE FINANCIAL AID OFFICE AWARDS FINANCIAL AID TO APPLICANTS AT EACH SCHOOL ACCORDING TO THE CRITERIA ESTABLISHED FOR EACH AWARD TYPE. THROUGHOUT THE YEAR, THE BUSINESS OFFICE AND FINANCIAL AID OFFICE COMMUNICATE ABOUT AND RECONCILE DISBURSEMENTS. THE INSTITUTIONAL ADVANCEMENT DEPARTMENT PROVIDES ANNUAL REPORTS TO THE DONORS REGARDING THE USE OF DONOR-CONTRIBUTED SCHOLARSHIP FUNDS. |
| PART I, LINE 3: | EXPENDITURES REPORTED ARE DETERMINED UNDER THE ACCRUAL METHOD. |
| PART III, COL (C): | RECIPIENTS FOR GRANTS OUTSIDE THE UNITED STATES ARE COUNTED FOR EACH TERM THEY WERE ENROLLED, EVEN IF IT WAS IN THE SAME LOCATION. |
| PART III ACCOUNTING METHOD: | |
| SCHEDULE F PART IV, FOREIGN FORMS: | SOME QUESTIONS REGARDING OWNERSHIP OF OR TRANSFERS TO FOREIGN ENTITIES HAVE BEEN ANSWERED YES DUE TO THE COLLEGE'S DIRECT AND INDIRECT OWNERSHIP OF FOREIGN ENTITIES THROUGH VARIOUS ALTERNATIVE INVESTMENTS. ONLY FORMS 926 AND 8865 REFERENCED IN PART IV WERE REQUIRED TO BE FILED BY THE COLLEGE. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PUBLIC INTEREST LAW AUCTION | Event1Nm |
| Gross Receipts Event1 | $50,240 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $26,431 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $23,809 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $11,028 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $12,513 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $462 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $50,240 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $26,431 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $23,809 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $11,028 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $12,513 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $462 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $24,003 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$194 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORLD AFFAIRS COUNCIL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 SW PARK AVE 3RD FLOOR | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 930568356 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $7,500 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | SPONSORHIP TO SUPPORT DEVELOPMENT OF GLOBAL LEARNING, CROSS-CULTURAL EXCHANGE, AND YOUTH LEADERSHIP TRAINING. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| GRANTS AND SCHOLARSHIPS FOR UNDERGRADUATE STUDENTS | 4794 | $68,082,737 |
| SCHOLARSHIPS AND FELLOWSHIPS FOR LAW SCHOOL STUDENTS | 763 | $398,912 |
| SCHOLARSHIPS FOR GRADUATE SCHOOL STUDENTS | 145 | $15,197,596 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ASSISTANCE IS GIVEN TO INDIVIDUALS IN THE FORM OF CREDITS TOWARD THE COST OF TUITION, AND A RECORD OF THE ASSISTANCE PROVIDED IS RECORDED IN SEPARATE ACCOUNTS MAINTAINED FOR EACH STUDENT/RECIPIENT. IN CONJUNCTION WITH THE INSTITUTION'S BUDGET PROCESS, EACH SCHOOL DETERMINES SCHOLARSHIP SPENDING FOR THE YEAR. THE FINANCIAL AID OFFICE AWARDS FINANCIAL AID TO APPLICANTS AT EACH SCHOOL ACCORDING TO THE CRITERIA ESTABLISHED FOR EACH AWARD TYPE. THROUGHOUT THE YEAR, THE BUSINESS OFFICE AND FINANCIAL AID OFFICE COMMUNICATE ABOUT AND RECONCILE DISBURSEMENTS. THE INSTITUTIONAL ADVANCEMENT DEPARTMENT PROVIDES ANNUAL REPORTS TO THE DONORS REGARDING THE USE OF DONOR-CONTRIBUTED SCHOLARSHIP FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARINUS WIEWEL | ||||||||||||||
| PRESIDENT-EMERITUS | $419,522 | $0 | $0 | $0 | $0 | $0 | $25,650 | $0 | $2,013 | $0 | $447,185 | $0 | $0 | $0 |
| JENNIFER J JOHNSON | ||||||||||||||
| DEAN OF THE LAW SCHOOL | $345,974 | $0 | $0 | $0 | $600 | $0 | $25,650 | $0 | $1,835 | $0 | $374,059 | $0 | $0 | $0 |
| ROBIN HOLMES-SULLIVAN | ||||||||||||||
| PRESIDENT | $310,548 | $0 | $0 | $0 | $7,200 | $0 | $25,650 | $0 | $2,590 | $0 | $345,988 | $0 | $0 | $0 |
| DAVID REESE | ||||||||||||||
| VP, CHIEF OF STAFF, GENERAL COUNSEL, | $247,740 | $0 | $0 | $0 | $600 | $0 | $22,298 | $0 | $1,598 | $0 | $272,236 | $0 | $0 | $0 |
| JOHN PARRY | ||||||||||||||
| ASSOC DEAN OF LAW SCHOOL FACULTY | $232,815 | $0 | $0 | $0 | $0 | $0 | $18,872 | $0 | $1,607 | $0 | $253,294 | $0 | $0 | $0 |
| JULIO DE PAULA | ||||||||||||||
| PROFESSOR OF CHEMISTRY | $201,119 | $0 | $0 | $0 | $6,129 | $0 | $19,321 | $0 | $19,569 | $0 | $246,138 | $0 | $0 | $0 |
| LYDIA LOREN | ||||||||||||||
| PROFESSOR OF LAW | $210,829 | $0 | $0 | $0 | $0 | $0 | $17,671 | $0 | $13,042 | $0 | $241,542 | $0 | $0 | $0 |
| KENNETH WALTER | ||||||||||||||
| VP FOR ADVANCEMENT | $220,024 | $0 | $0 | $0 | $0 | $0 | $19,727 | $0 | $1,471 | $0 | $241,222 | $0 | $0 | $0 |
| ANDREA DOOLEY | ||||||||||||||
| CFO AND VP OF OPERATIONS | $214,199 | $0 | $0 | $0 | $600 | $0 | $20,279 | $0 | $4,091 | $0 | $239,169 | $0 | $0 | $0 |
| ROBERT KLONOFF | ||||||||||||||
| PROFESSOR OF LAW | $214,621 | $0 | $0 | $0 | $0 | $0 | $19,937 | $0 | $1,555 | $0 | $236,113 | $0 | $0 | $0 |
| CRAIG JOHNSTON | ||||||||||||||
| PROFESSOR OF LAW | $202,023 | $0 | $0 | $0 | $0 | $0 | $16,028 | $0 | $11,533 | $0 | $229,584 | $0 | $0 | $0 |
| ERIC STAAB | ||||||||||||||
| VP OF ADMISSIONS AND FINANCIAL AID | $207,882 | $0 | $0 | $0 | $0 | $0 | $19,608 | $0 | $1,488 | $0 | $228,978 | $0 | $0 | $0 |
| EARL SCOTT FLETCHER | ||||||||||||||
| DEAN OF THE GRADUATE SCHOOL OF EDUCA | $201,897 | $0 | $0 | $0 | $0 | $0 | $18,009 | $0 | $8,969 | $0 | $228,875 | $0 | $0 | $0 |
| BRUCE SUTTMEIER | ||||||||||||||
| DEAN OF THE COLLEGE OF ARTS & SCIENC | $205,058 | $0 | $0 | $0 | $0 | $0 | $18,028 | $0 | $1,438 | $0 | $224,524 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | CERTAIN EXPENSES ARE REIMBURSED TO THE COLLEGE PRESIDENT FOR SPOUSAL TRAVEL. WHEN SUCH TRAVEL IS NOT FOR BONA FIDE BUSINESS PURPOSES, REIMBURSEMENTS ARE TREATED AS TAXABLE COMPENSATION. A NON-TAXABLE HOUSING BENEFIT IS PROVIDED TO THE COLLEGE PRESIDENT. THE COLLEGE PRESIDENT ALSO RECEIVES AN AUTOMOTIVE ALLOWANCE AND CUSTODIAL SERVICES FOR THE PERSONAL PORTION OF THE PROVIDED HOUSING WHICH ARE INCLUDED IN TAXABLE COMPENSATION. THE COLLEGE PAYS MEMBERSHIP DUES TO LOCAL SOCIAL CLUBS FOR USE BY CERTAIN OFFICERS FOR MEETINGS AND NETWORKING RELATING TO COLLEGE BUSINESS AS RELEVANT TO THEIR ROLE. THE BENEFIT IS NOT TREATED AS TAXABLE COMPENSATION AS THERE IS A BONA FIDE BUSINESS PURPOSE TO MEMBERSHIP IN THESE CLUBS, AS THE CLUBS ARE USED FOR MEETINGS AND NETWORKING RELATING TO COLLEGE BUSINESS. ANY MEALS OR OTHER ACTIVITIES WHICH THE OFFICER DEEMS TO BE FOR HIS/HER OWN PERSONAL USE ARE NOT REIMBURSED. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $16,500 | CashGrantAmt |
| Type Of Assistance | FINANCIAL AID | TypeOfAssistanceTxt |
| Assistance Purpose | EDUCATIONAL ASSISTANCE | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRYS HUTCHINGS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY MEMBER OF TRUSTEE, BRENT HUTCHINGS | RelationshipDescriptionTxt |
| Transaction | $40,662 | TransactionAmt |
| Transaction | EMPLOYMENT COMPENSATION FOR POSITION AS ASSOCIATE DIRECTOR OF PROGRAMMING AND PARTNERSHIPS | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 26 | ContributionCnt |
| Noncash Contributions Rpt F990 | $377,006 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SUPPLIES | 98 | $26,554 | COST |
| Yes (X) | TRAVEL ACCOMODATION | 1 | $4,400 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE NUMBER REPORTED REPRESENTS THE NUMBER OF CONTRIBUTIONS OF EACH TYPE OF ITEM. |
| PART I, LINE 32B: | SALES OF NON-CASH CONTRIBUTIONS (OTHER THAN PUBLICLY TRADED SECURITIES) HAPPEN VERY INFREQUENTLY, BUT TYPICALLY AN INDEPENDENT APPRAISER OR OTHER EXPERT IS HIRED TO ASSIST IN THE SALE OF DONATED ITEMS WHICH ARE OF SIGNIFICANT VALUE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE COLLEGE'S BYLAWS ESTABLISH AN EXECUTIVE COMMITTEE THAT CONSISTS OF THE BOARD CHAIR, VICE CHAIRS, THE PRESIDENT, THE CHAIRS OF THE BOARD'S STANDING COMMITTEES, AND OTHER TRUSTEES OR LIFE TRUSTEES WHO ARE APPOINTED BY THE BOARD CHAIR. THE EXECUTIVE COMMITTEE IS EMPOWERED TO ACT ON BEHALF OF THE FULL BOARD BETWEEN MEETINGS OF THE BOARD, ALTHOUGH THE EXECUTIVE COMMITTEE MAY NOT (1) TAKE ANY ACTION INCONSISTENT WITH A PRIOR ACTION OF THE BOARD; (2) APPOINT OR DISCHARGE THE PRESIDENT, AN ACTING PRESIDENT, OR ANY BOARD MEMBER TO OR FROM ANY POSITION; (3) MATERIALLY AMEND THE ANNUAL OPERATING BUDGET OR THE CAPITAL BUDGET OF THE COLLEGE; (4) AMEND THE ARTICLES OR BYLAWS OF THE COLLEGE OR THE STANDING RULES OF THE BOARD; (5) SITE PERMANENT BUILDINGS; (6) BORROW MONEY OR ENCUMBER ASSETS; (7) SELL A SIGNIFICANT PORTION OF THE ASSETS OF THE COLLEGE; OR (8) TAKE ANY ACTION THAT BY RESOLUTION HAS BEEN RESERVED FOR THE FULL BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7A | ALL VOTING TRUSTEES ARE ELECTED OR APPOINTED BY THE BOARD OF TRUSTEES, EXCEPT THAT THE PRESIDENT OF THE COLLEGE, AND THE PRESIDENTS OF THE COLLEGE OF ARTS AND SCIENCES ALUMNI ASSOCIATION AND LAW SCHOOL ALUMNI ASSOCIATION ARE EX OFFICIO VOTING MEMBERS OF THE BOARD DURING THEIR RESPECTIVE TERMS OF SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 11B | 1. A DRAFT OF FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND VICE PRESIDENT FOR OPERATIONS. THE CHIEF FINANCIAL OFFICER AND VICE PRESIDENT FOR OPERATIONS CONSULTS WITH THE GENERAL COUNSEL AND IDENTIFIES SPECIFIC AREAS FOR SECONDARY REVIEW AS NEEDED. 2. THE AUDIT COMMITTEE WILL MEET EACH YEAR IN ADVANCE OF THE RETURN DUE DATE TO REVIEW THE FINAL DRAFT OF FORM 990. 3. THE BUSINESS OFFICE WILL FORWARD THE ELECTRONIC PUBLIC VERSION OF THE FORM 990 TO THE AUDIT COMMITTEE FOR REVIEW PRIOR TO THE AUDIT COMMITTEE MEETING. 4. THE FULL DETAIL OF SCHEDULE B DONORS WILL BE MADE AVAILABLE TO THE BOARD CHAIR FOR REVIEW IN HARD COPY. 5. THE COMMITTEE WILL REVIEW THE COMPLETE FORM 990 AND HAVE THE ABILITY TO ASK QUESTIONS OF THE ADMINISTRATION AND THE COLLEGE'S TAX CONSULTANTS. 6. FOLLOWING THE AUDIT COMMITTEE MEETING THE ELECTRONIC VERSION OF THE PUBLIC FORM 990 WILL BE SENT TO EACH TRUSTEE. TRUSTEES WILL HAVE THE ABILITY TO ASK QUESTIONS BY EMAIL OR BY PHONE. |
| FORM 990, PART VI, SECTION B, LINE 12C | A BOARD MEMBER OR BOARD COMMITTEE MEMBER SHALL BE CONSIDERED TO HAVE A CONFLICT OF INTEREST IF: (1) SUCH BOARD OR COMMITTEE MEMBER HAS EXISTING OR POTENTIAL FINANCIAL OR OTHER INTERESTS WHICH IMPAIR OR MIGHT REASONABLY APPEAR TO IMPAIR SUCH PERSON'S INDEPENDENT JUDGMENT IN THE DISCHARGE OF HIS OR HER RESPONSIBILITIES TO THE COLLEGE; OR (2) SUCH PERSON IS AWARE THAT A MEMBER OF HIS OR HER FAMILY, OR ANOTHER ORGANIZATION IN WHICH SUCH PERSON IS AN OFFICER OR DIRECTOR OR IS OTHERWISE INVOLVED, HAS SUCH EXISTING OR POTENTIAL CONFLICT OF INTEREST. ALL BOARD OR COMMITTEE MEMBERS SHALL DISCLOSE TO THE BOARD OR TO THE COMMITTEE ANY POSSIBLE CONFLICT OF INTEREST AT THE EARLIEST PRACTICABLE TIME AND, IF THE MATTER IS UNCERTAIN, MAY REQUEST THE BOARD OR COMMITTEE TO RESOLVE THE QUESTIONS BY MAJORITY VOTE. ANNUALLY ALL MEMBERS OF THE BOARD OF TRUSTEES ARE ASKED TO SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT. NO BOARD OR COMMITTEE MEMBER SHALL VOTE ON ANY MATTER UNDER CONSIDERATION AT A BOARD OR COMMITTEE MEETING IN WHICH SUCH PERSON HAS A CONFLICT OF INTEREST. THE MINUTES OF SUCH MEETINGS SHALL REFLECT THAT A DISCLOSURE WAS MADE AND THAT THE PERSON HAVING A CONFLICT OF INTEREST ABSTAINED FROM VOTING. ANNUALLY EACH OFFICER OF THE COLLEGE IS REQUIRED TO REVIEW THE COLLEGE'S CODE OF ETHICS, WHICH INCLUDES OUR CONFLICT OF INTEREST POLICY, AND ACKNOWLEDGE COMPLIANCE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COLLEGE IS GOVERNED BY AN INDEPENDENT BOARD OF TRUSTEES. THE BOARD IS RESPONSIBLE FOR THE APPOINTMENT, EVALUATION AND COMPENSATION OF THE PRESIDENT OF THE COLLEGE. THE BOARD HAS ESTABLISHED A COMPENSATION COMMITTEE, WHICH CONSISTS OF THREE TO FIVE INDEPENDENT TRUSTEES APPOINTED BY THE CHAIR OF THE BOARD, PLUS THE CHAIR OF THE BOARD AS AN EX OFFICIO MEMBER. THE COMMITTEE ANNUALLY EVALUATES THE PRESIDENT AND DETERMINES THE PRESIDENT'S COMPENSATION, TAKING INTO ACCOUNT ANNUAL SURVEY DATA FROM PEER INSTITUTIONS. THIS PROCESS WAS COMPLETED IN SPRING 2022 FOR THE PRESIDENT'S COMPENSATION EFFECTIVE SEPTEMBER 1, 2022. THE COMPENSATION FOR THE VICE PRESIDENTS AND DEANS OF THE COLLEGE IS DETERMINED BY THE PRESIDENT. WHEN SETTING COMPENSATION, THE PRESIDENT CONSIDERS COMPENSATION SURVEYS OF SIMILAR PEER INSTITUTIONS, AS WELL AS INTERNAL COMPENSATION DATA. THIS PROCESS WAS COMPLETED IN SUMMER 2022 FOR COMPENSATION EFFECTIVE SEPTEMBER 1, 2022. INFORMATION REGARDING THE COMPENSATION OF VICE PRESIDENTS AND DEANS IS REQUIRED BY BOARD POLICY TO BE SHARED ANNUALLY WITH THE BOARD OF TRUSTEE'S COMPENSATION COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FORM 990 IS MADE AVAILABLE TO THE PUBLIC ON THE COLLEGE'S WEBSITE AND UPON REQUEST. IN LIEU OF FORM 1023, A LETTER FROM THE IRS DATED FEBRUARY 10, 2011 ACKNOWLEDGING THE ORGANIZATION'S TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE IS MADE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE COLLEGE'S AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. THE COLLEGE'S GOVERNING DOCUMENTS (CORPORATE BY-LAWS) AND CONFLICT OF INTEREST POLICY IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -305,798. CHANGE IN VALUE OF SWAP AGREEMENTS 2,805,113. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER UNITRUSTS (10) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHARITABLE REMAINDER TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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