2025-05-14T12:04:09-05:00 2024-06-30 911194016 CLARK NUBER PS 10900 NE 4TH ST STE 1400 BELLEVUE WA 98004 990 2023-07-01 910565553 SEATTLE PACIFIC UNIVERSITY SEAT 2062812066 3307 THIRD AVE W SEATTLE WA 981191997 ALISSA MAHAR VP FOR BUSINESS & FINANCE 2062812066 2025-05-13 1 0 SARAH B HUANG P00745974 4254544919 2025-05-13 2023 2025-03-06 01:10:19Z DR DEANA L PORTERFIELD 3307 THIRD AVE W SEATTLE WA 981191997 166074233 0 X SPU.EDU X 1891 WA SEATTLE PACIFIC UNIVERSITY IS A CHRISTIAN UNIVERSITY FULLY COMMITTED TO ENGAGING THE CULTURE AND CHANGING THE WORLD BY GRADUATING PEOPLE OF COMPETENCE AND CHARACTER, BECOMING PEOPLE OF WISDOM, AND MODELING GRACE-FILLED COMMUNITY. 13 11 1778 76 169971 0 9180023 9084547 123583171 106504127 8051047 12343245 -881 463427 140813360 128395346 47800898 45506987 0 0 62594460 59504116 2471 0 1911131 44120951 40677065 154518780 145688168 -13705420 -17292822 365721984 346465858 114252601 109328188 251469383 237137670 X SEATTLE PACIFIC UNIVERSITY IS A CHRISTIAN UNIVERSITY FULLY COMMITTED TO ENGAGING THE CULTURE AND CHANGING THE WORLD BY GRADUATING PEOPLE OF COMPETENCE AND CHARACTER, BECOMING PEOPLE OF WISDOM, AND MODELING GRACE-FILLED COMMUNITY. 0 0 73544554 44456869 87039931 HIGHER EDUCATION: THE ACADEMIC PROGRAM SERVES 2,391 UNDERGRADUATE AND GRADUATE STUDENTS AT ITS MAIN SEATTLE CAMPUS AS WELL AS 925 STUDENTS IN CONTINUING EDUCATION CENTERS ACROSS WASHINGTON STATE. THE UNIVERSITY OFFERS 56 UNDERGRADUATE MAJORS AND 61 MINOR AREAS OF STUDY CARRIED OUT THROUGH THE COLLEGE OF ARTS AND SCIENCES AND THE SCHOOLS OF BUSINESS, GOVERNMENT AND ECONOMICS; EDUCATION; HEALTH SCIENCES; THEOLOGY; AND PSYCHOLOGY, FAMILY AND COMMUNITY. GRADUATE STUDIES INCLUDE 17 MASTER'S DEGREES AND 5 DOCTORAL PROGRAMS. 39635878 1050118 4021213 STUDENT SERVICES, CONSTITUENCY, AND OTHER PROGRAMS: THE UNIVERSITY PROVIDES ACTIVITIES AND SERVICES TO 2,391 STUDENTS IN CO-CURRICULAR AND SUPPORT PROGRAMS WHILE ENGAGED IN THEIR ACADEMIC ACTIVITIES. THE UNIVERSITY ALSO PROVIDES PROGRAMS FOR MORE THAN 50,478 ALUMNI TO KEEP THEM ENGAGED WITH THE UNIVERSITY FOR YEARS TO COME. 16858622 13556637 STUDENT HOUSING AND DINING: AS OF FALL QUARTER 2023, HOUSING SERVICES ARE PROVIDED FOR 1,038 STUDENTS AND 755 STUDENTS TOOK PART IN THE UNIVERSITY MEAL PLANS. 1924957 1886346 PUBLIC SERVICES: THE UNIVERSITY OPERATES A CONFERENCE SERVICES PROGRAM AT ITS SEATTLE CAMPUS AND AT ITS 77 ACRE CAMPUS ON WHIDBEY ISLAND, KNOWN AS 'CAMP CASEY CONFERENCE CENTER.' THIS CENTER PROVIDES OPPORTUNITIES FOR STUDENTS TO FURTHER THEIR STUDIES IN BIOLOGICAL SCIENCES AND OTHER DISCIPLINES, AS WELL AS PROVIDING A FACILITY FOR DIVERSE GROUPS OF NONPROFIT ORGANIZATIONS TO BUILD COMMUNITY AND PROVIDE EDUCATIONAL OPPORTUNITIES FOR THEIR CONSTITUENTS. THE CENTER OFFERS ALL THESE GROUPS A PLACE TO REFLECT, EXCEL, DISCOVER AND GROW. THIS YEAR THERE WERE 296 GROUPS THAT USED THESE FACILITIES. IN ADDITION, THE UNIVERSITY, THROUGH GRANT FUNDING, IS ALSO PARTNERING WITH VARIOUS CONGREGATIONS IN PROVIDING PARTICIPATION GRANTS FOR THE DEVELOPMENT OF THEIR YOUNG ADULT MINISTRIES. 1924957 1886346 131964011 1 1 0 1 0 0 1 0 0 1 1 0 0 0 1 1 0 1 1 0 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 1 0 0 1 4947 0 1 1778 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 11 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 WA AL AR CA FL GA HI IL IN KS KY MD MI MN MS NH NJ NM NY OR PA RI SC TN UT WI WY X DAVID FRENCH 2062812025 3307 THIRD AVE W SEATTLE WA 981191997 X DEANA PORTERFIELD PRESIDENT 50.00 0.00 X X 152448 0 45404 HARVEY DRAKE BOARD TRUSTEE 1.00 0.00 X 0 0 0 DINA GONZALEZ-PINA BOARD TRUSTEE 1.00 0.00 X 0 0 0 DEAN KATO BOARD CHAIR 4.00 0.00 X X 0 0 0 GEORGE PARKER BOARD TRUSTEE 1.00 0.00 X 0 0 0 LARRY ROBERTS BOARD TRUSTEE 1.00 0.00 X 0 0 0 MATTHEW WHITEHEAD BOARD TRUSTEE 0.00 0.00 X 0 0 0 DEBORAH WILDS BOARD VICE CHAIR 4.00 0.00 X X 0 0 0 KEITH HAMILTON BOARD TRUSTEE 1.00 0.00 X 0 0 0 JOEL HUSSEY BOARD TRUSTEE 1.00 0.00 X 0 0 0 NGUEITA MEDARD BOARD TRUSTEE 1.00 0.00 X 0 0 0 WENDY SEYFERT BOARD TRUSTEE 1.00 0.00 X 0 0 0 MARK CEDERBORG BOARD SECRETARY 1.00 0.00 X X 0 0 0 KIMBERLY SAWERS VP BUSINESS AND FINANCE 50.00 5.00 X 278057 0 32588 CYNTHIA PRICE VICE PROVOST FOR ACADEMIC AFFAIRS 50.00 0.00 X 204512 0 26266 JEFFREY JORDAN VICE PROVOST, STUDENT FORMATION & COMMUNITY ENGAGE 50.00 0.00 X 190831 0 27470 JENNIFER LABRIE INTERIM VP UNIVERSITY ADVANCEMENT 50.00 0.00 X 161497 0 22752 DONALD MORTENSON SPECIAL ASSISTANT TO THE PRESIDENT 40.00 1.00 X 150628 0 188 ROSS STEWART DEAN, BUSINESS GOVT & ECONOMICS 40.00 0.00 X 196989 0 25879 TYRA DEAN-OUSLEY DEAN, ASSOC PROF OF NURSING 40.00 0.00 X 194142 0 23909 MARGARET SHENK ASSOC PROVOST, PROFESSIONAL PROGRAMS 40.00 0.00 X 178281 0 15993 MICAH SCHAAFSMA ASST VP, INFO TECHNOLOGY 40.00 0.00 X 173440 0 33483 KATHLEEN TANGENBERG DEAN, SCHOOL OF PSYCH, FAM, COMM 40.00 0.00 X 162770 0 27293 PETE MENJARES INTERIM PRESIDENT THRU 06/23 50.00 0.00 X 392781 0 50580 LAURA HARTLEY PROVOST THRU 06/23 50.00 0.00 X 305116 0 23814 2741492 0 355619 85 1 1 0 SODEXO INC & AFFILIATES 9801 WASHINGTONIAN BLVD GAITHERSBURG MD 20878 CATERING 3468008 SEATTLE PACIFIC FOUNDATION 3307 THIRD AVENUE WEST SEATTLE WA 98119 INVESTMENT FEES 919921 ENVIRONMECH 430 SW 153RD ST BURIEN WA 98166 BUILDING MAINTENANCE SERVICES 419865 PACIFIC LANDSCAPE INC 180 SYCAMORE AVE BRENTWOOD CA 94513 LANDSCAPE SERVICES 398565 MD DESIGN 4029 WALLINGFORD AVE N SEATTLE WA 981038218 CONSTRUCTION SERVICES 270956 18 1563082 1837528 5683937 1599846 9084547 TUITION AND FEES 611310 87039931 87039931 STUDENT HOUSING AND DI 611310 13556637 13556637 SEMINARS AND EVENTS 611310 2140889 2140889 PUBLIC SERVICE ACTIVIT 611310 1886346 1886346 ALL OTHER PROGRAM SERV 611310 1880324 1880324 106504127 315893 315893 428934 618278 -189344 -189344 -189344 47131209 1175000 35291274 987583 11839935 187417 12027352 12027352 1196692 781752 414940 414940 ACCOMMODATION 721000 169971 169971 OTHER TRANSFERS 900003 67860 67860 237831 128395346 106504127 169971 12636701 15000 15000 44859684 44859684 632303 632303 2417078 1298845 716535 401698 208187 208187 43189762 39358705 3422021 409036 2506564 2297350 187370 21844 7611604 6823711 684685 103208 3570921 3185669 330858 54394 255408 33059 222349 159256 159256 919921 919921 9126606 7709980 861584 555042 87460 80767 5968 725 1712267 1284233 201035 226999 1962291 1482623 478983 685 7089 3573 3516 11293842 10833102 458258 2482 2343835 2213112 111321 19402 603231 593912 9283 36 2380173 2153038 197134 30001 6783409 6097500 600945 84964 1311263 274771 1036492 1731014 524887 1205512 615 145688168 131964011 11813026 1911131 19180570 7272463 1212383 497752 1323377 1693064 6213793 5826980 3956909 3399146 382638 410567 1746933 2315889 252095583 118244146 139190255 133851437 33401 182358204 192292421 8618881 189304 221475 365721984 346465858 11193715 9824154 3968910 3114075 62950347 62324097 5359514 19770000 17720000 16369629 10986348 114252601 109328188 X 128033300 107207894 123436083 129929776 251469383 237137670 365721984 346465858 -17292822 2961109 0 X 0 1 X 1 1 1 X 11162639 11990298 15804567 9180023 9084547 57222074 11162639 11990298 15804567 9180023 9084547 57222074 2354476 54867598 4362977 5576224 6886149 6060825 744827 23631002 80853076 667019173 0.67860 0.65360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 6627 0 0 0 6627 0 PART II-B, LINE 1: THE UNIVERSITY PAYS MEMBERSHIP DUES TO THE INDEPENDENT COLLEGES OF WASHINGTON. THIS AMOUNT REPRESENTS THE PORTION OF DUES ATTRIBUTED TO LOBBYING ACTIVITIES. X X 1 3000.00 0 0 0 1 0 1.00 0 1 0 0 162107932 2869141 11692078 3618773 9578209 919920 162552249 157684430 1383720 9821485 4361814 1536330 883559 162107932 169155266 -676768 -5276408 3549885 1367258 600517 157684430 121350742 1219634 51783069 3240933 1287233 670013 169155266 120743281 2251715 3275929 2959021 1204204 756958 121350742 0.32430 0.29640 0.37930 0 1 1 20032141 23244103 43276244 5429825 180927077 99938327 86418575 9146077 6938652 2207425 13316360 11367167 1949193 133851437 ASSET RETIREMENT OBLIGATIONS 1235172 TRUST & ANNUITY OBLIGATIONS 5676094 LEASE OBLIGATION 221475 STUDENT DEPOSITS & PREPAID FEES 1628270 GOVERNMENT STUDENT LOAN PROGRAM 2225337 10986348 X PART II, LINE 9: THE UNIVERSITY HOLDS AN OPEN SPACE CONSERVATION EASEMENT ON A SMALL ISLAND IN THE PUGET SOUND OF WASHINGTON. SINCE IT HAS NO ACTIVITY, THE UNIVERSITY DOES NOT DISCLOSE THIS ON ITS FINANCIAL STATEMENTS. THE EASEMENT IS OBSERVED SEVERAL TIMES A YEAR. PART V, LINE 4: THE UNIVERSITY'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THESE ENDOWMENTS INCLUDE BOTH DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. DISTRIBUTIONS FROM ENDOWMENTS ARE PRIMARILY USED TO PROVIDE SCHOLARSHIP RESOURCES FOR STUDENTS ENROLLED AT THE UNIVERSITY. DISTRIBUTIONS ARE MADE IN ACCORDANCE WITH ANY APPLICABLE DONOR INSTRUCTIONS IN THE ENDOWMENT AGREEMENTS. PART X, LINE 2: THE UNIVERSITY FILES INCOME TAX RETURNS WITH THE U.S. GOVERNMENT AND IS SUBJECT TO INCOME TAX EXAMINATIONS FOR THE CURRENT YEAR AND CERTAIN PRIOR YEARS BASED ON THE APPLICABLE LAWS AND REGULATIONS. AS OF JUNE 30, 2024 AND 2023, THE UNIVERSITY HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE UNIVERSITY CLAIMS AN EXEMPTION FROM THE REQUIREMENT TO PUBLISH THE UNIVERSITY POLICY PUBLICLY (PER REV. PROC. 75-50). THE UNIVERSITY DRAWS ITS STUDENTS NATIONALLY AND HAS 1,114 (54%) ETHNIC MINORITY STUDENTS IN ITS UNDERGRADUATE STUDENT BODY. THIS CONSTITUTES MEANINGFUL RESULTS IN COMPARISON TO THE ETHNIC MAKEUP OF THE NORTHWEST REGION AND SHOWS EVIDENCE OF THE NONDISCRIMINATION POLICY. IN ADDITION, THE UNIVERSITY PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY ON ITS PUBLICLY ACCESSIBLE INTERNET HOMEPAGE, AT ALL TIMES, IN A MANNER REASONABLY EXPECTED TO BE NOTICED BY VISITORS TO THE HOMEPAGE. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY RECEIVED FEDERAL AWARDS FROM THE U.S. DEPARTMENT OF EDUCATION, U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES, AND THE NATIONAL SCIENCE FOUNDATION. THESE AWARDS ARE PRIMARILY FOR STUDENT FINANCIAL ASSISTANCE AND FOR RESEARCH AND DEVELOPMENT. 1 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES STUDENT STUDY TOURS 22153 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES STUDENT STUDY TOURS 49369 SOUTH AMERICA 0 0 PROGRAM SERVICES STUDENT STUDY TOURS 79394 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES STUDENT FINANCIAL AID 155428 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES STUDENT FINANCIAL AID 42944 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES STUDENT FINANCIAL AID 33822 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES STUDENT FINANCIAL AID 400109 0 0 0 0 0 0 783219 0 783219 STUDENT FINANCIAL AID POSTED WHILE STUDYING ABROAD CENTRAL AMERICA AND THE CARIBBEAN 18 155428 FINANCIAL AID BOOK STUDENT FINANCIAL AID POSTED WHILE STUDYING ABROAD EAST ASIA AND THE PACIFIC 5 42944 FINANCIAL AID BOOK STUDENT FINANCIAL AID POSTED WHILE STUDYING ABROAD EUROPE (INCLUDING ICELAND & GREENLAND) 49 400109 FINANCIAL AID BOOK STUDENT FINANCIAL AID POSTED WHILE STUDYING ABROAD MIDDLE EAST AND NORTH AFRICA 2 33822 FINANCIAL AID BOOK 0 0 0 0 0 0 PART I, LINE 2: ACTIVITIES OUTSIDE THE UNITED STATES REFLECT STUDENT FINANCIAL AID GRANTS. THESE ARE AWARDED BASED ON THE INSTITUTION'S ASSESSMENT OF THE RECIPIENT'S ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER STANDARDS SIMILAR TO THOSE HELD AT OTHER UNIVERSITIES. THE STUDENTS' RECORDS ARE THEN MONITORED IN ORDER TO ENSURE THAT THE GRANT REQUIREMENTS CONTINUE TO BE MET. DISBURSEMENTS ARE MADE IN ACCORDANCE WITH THE EXEMPT PURPOSE FOR WHICH THE INSTITUION WAS ORGANIZED, AND WITH PROCEDURES AND CONDITIONS ESTABLISHED BY THE UNIVERSITY. PART I, LINE 3 AND PART III THE AMOUNTS IN SCHEDULE F ARE BASED ON THE ACCRUAL METHOD OF ACCOUNTING. 1 INSTITUTIONAL STUDENT SCHOLARSHIPS & GRANTS 2058 0 40930916 BOOK CREDIT TO STUDENT ACCOUNT FEDERALLY FUNDED STUDENT SCHOLARSHIPS & GRANTS 350 0 865243 BOOK CREDIT TO STUDENT ACCOUNT PRIVATELY FUNDED STUDENT SCHOLARSHIPS & GRANTS 671 0 3026164 BOOK CREDIT TO STUDENT ACCOUNT STUDENT ACADEMIC ACHIEVEMENT OR SERVICE AWARD 44 35161 BENEVOLENCE 4 2200 SCHEDULE I, PART I, LINE 2 GRANT DISBURSEMENTS FOR THE INSTITUTION'S EXEMPT PROGRAMS ARE MADE IN ACCORDANCE WITH THE EXEMPT PURPOSE FOR WHICH THE INSTITUTION WAS ORGANIZED, AND WITH PROCEDURES AND CONDITIONS ESTABLISHED BY THE UNIVERSITY'S GOVERNING BOARD. STUDENT SCHOLARSHIPS AND GRANTS ARE AWARDED BASED ON THE INSTITUTION'S ASSESSMENT OF THE RECIPIENT'S ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER STANDARDS SIMILAR TO THOSE HELD BY OTHER UNIVERSITIES. STUDENT RECORDS ARE MONITORED IN ORDER TO ENSURE GRANT REQUIREMENTS CONTINUE TO BE MET. X X X X 1 1 X X X X X 1 0 0 0 0 0 0 0 0 PETE MENJARES INTERIM PRESIDENT THRU 06/23 208509 0 150000 0 34272 0 19415 0 31165 0 443361 0 0 0 LAURA HARTLEY PROVOST THRU 06/23 119495 0 0 0 185621 0 17147 0 6667 0 328930 0 0 0 KIMBERLY SAWERS VP BUSINESS AND FINANCE 275827 0 0 0 2230 0 23570 0 9018 0 310645 0 0 0 CYNTHIA PRICE VICE PROVOST FOR ACADEMIC AFFAIRS 201737 0 0 0 2775 0 17543 0 8723 0 230778 0 0 0 ROSS STEWART DEAN, BUSINESS GOVT & ECONOMICS 196989 0 0 0 0 0 17173 0 8706 0 222868 0 0 0 JEFFREY JORDAN VICE PROVOST, STUDENT FORMATION & CO 190831 0 0 0 0 0 17111 0 10359 0 218301 0 0 0 TYRA DEAN-OUSLEY DEAN, ASSOC PROF OF NURSING 160059 0 0 0 34083 0 16662 0 7247 0 218051 0 0 0 MICAH SCHAAFSMA ASST VP, INFO TECHNOLOGY 172874 0 0 0 566 0 15155 0 18328 0 206923 0 0 0 DEANA PORTERFIELD PRESIDENT 150000 0 0 0 2448 0 10500 0 34904 0 197852 0 0 0 MARGARET SHENK ASSOC PROVOST, PROFESSIONAL PROGRAMS 97636 0 0 0 80645 0 11662 0 4331 0 194274 0 0 0 KATHLEEN TANGENBERG DEAN, SCHOOL OF PSYCH, FAM, COMM 161398 0 0 0 1372 0 14387 0 12906 0 190063 0 0 0 JENNIFER LABRIE INTERIM VP UNIVERSITY ADVANCEMENT 154915 0 0 0 6582 0 14239 0 8513 0 184249 0 0 0 DONALD MORTENSON SPECIAL ASSISTANT TO THE PRESIDENT 144372 0 0 0 6256 0 0 0 188 0 150816 0 0 0 PART I, LINE 1A FIRST CLASS TRAVEL - CERTAIN UNIVERSITY SALARIED OFFICERS AND KEY EMPLOYEES ARE ALLOWED TO FLY FIRST CLASS BASED ON WORK NEED OR PHYSICAL LIMITATIONS AS APPROVED BY THEIR IMMEDIATE SUPERVISORS. DISQUALIFIED PERSONS AS DEFINED BY IRC 4946 USE OF FIRST CLASS TRAVEL ARE ALSO APPROVED IN ADVANCE BY THE GOVERNING BOARD. TRAVEL FOR COMPANIONS - THE SPOUSE OF THE PRESIDENT IS ALLOWED TO TRAVEL WITH THE PRESIDENT AS REQUIRED FOR BUSINESS PURPOSES AND IS SPECIFICALLY APPROVED BY THE BOARD CHAIR. HOUSING ALLOWANCE - THE PRESIDENT IS REQUIRED, AS A CONDITION OF EMPLOYMENT, TO LIVE IN CAMPUS PROVIDED HOUSING. ALL FACILITY RELATED EXPENSES TO SUCH HOUSING IS PAID BY THE UNIVERSITY. SOCIAL CLUBS - SOCIAL CLUB MEMBERSHIPS ARE PROVIDED TO CERTAIN EMPLOYEES AND OFFICERS RELATED TO THEIR SPECIFIC JOB RESPONSIBILITIES FOR DONOR DEVELOPMENT AND BUSINESS MEETINGS. ANY PERSONAL USE OF THE CLUBS IS MINOR AND IS REIMBURSED TO THE UNIVERSITY. THE MEMBERSHIPS ARE APPROVED BY THE GOVERNING BOARD. PART I, LINE 4A LAURA HARTLEY RECEIVED SEVERANCE PAYMENT OF $126,804 AFTER HER DEPARTURE FROM THE ORGANIZATION. A WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY 931306482 9397812U3 2020-03-02 51990000 REFUND BONDS ISSUED 12/19/2013; BUILDINGS & STRUCTURES 0 0 0 A 2050000 65570335 479751 2020 1 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 SCHEDULE K, PART II, LINE 3 LINE 3 INCLUDES BOND PREMIUM EXCLUDED FROM PART 1, COLUMN E. SCHEDULE K, PART III, LINE 3A THE UNIVERSITY ENGAGES SODEXO AMERICA LLC TO PROVIDE FOOD SERVICE OPERATIONS TO ITS CAMPUS. THE INSTITUTION HAS WORKED WITH BOND COUNSEL TO ENSURE THE AGREEMENT FOR THIS SERVICE MEETS THE SAFE HARBOR PROVISIONS AVAILABLE UNDER REV. PROC. 97-13. SCHEDULE K, PART IV, LINE 2B THE UNIVERSITY RECEIVED A SIX MONTH SPENDING EXEMPTION. R LABRIE SPOUSE OF KEY EMPLOYEE 121290 COMPENSATION/BENEFITS 0 A KATO RELATIVE TO TRUSTEE 86897 COMPENSATION/BENEFITS 0 SCHEDULE L, PART IV COMPENSATION IS SET BY THE SALARY AND BENEFITS POLICIES OF THE UNIVERSITY AND THERE IS NO INVOLVEMENT OF RELATED PARTIES IN THE SETTING OF THEIR COMPENSATION. X 350 FAIR MARKET VALUE X 10 1579998 FAIR MARKET VALUE X AIRLINE VOUCHER 2 16250 FAIR MARKET VALUE X LODGING VOUCHER 1 3248 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE AMOUNTS REPORTED IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED DURING THE YEAR. FORM 990, PART I, LINE 6 THE TOTAL NUMBER OF VOLUNTEERS WAS DETERMINED BY TRACKING INDIVIDUALS WHO PROVIDED UNPAID SERVICES TO THE ORGANIZATION DURING THE FISCAL YEAR. THIS COUNT INCLUDES: EVENT VOLUNTEERS, CLUB OFFICERS, ADVISORS, AND BOARD MEMBERS. VOLUNTEER LIST IS TRACKED THROUGH STAFF REPORTS AND INQUIRIES. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION MADE SIGNIFICANT CHANGES TO ITS BYLAWS. THE CHANGES INCLUDED THE FOLLOWING ITEMS. - INCREASE TO THE NUMBER OF BOARD MEMBERS FROM 12 TO 18 TRUSTEES. - ELECTION OF TRUSTEES WILL REQUIRE A TWO-THIRDS MAJORITY APPROVAL. - TERM LIMIT FOR TRUSTEES IS LIMITED TO THREE CONSECUTIVE TERMS, WITH A 12-MONTH GAP BEFORE SERVING AGAIN. FORM 990, PART VI, SECTION B, LINE 11B THE UNIVERSITY PROVIDES A COMPLETE COPY OF THE FINAL FORM 990 TO EACH MEMBER OF THE GOVERNING BODY, VIA A SECURE WEBSITE, WITH THE EXCEPTION OF SCHEDULE B (SCHEDULE OF CONTRIBUTORS). THEY ARE PROVIDED AN OPPORTUNITY TO SUBMIT QUESTIONS OR CONCERNS BEFORE THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, CONFLICT OF INTEREST QUESTIONNAIRES ARE SENT TO THE TRUSTEES, OFFICERS, DIRECTORS AND KEY EMPLOYEES. THE QUESTIONNAIRES ARE REVIEWED AND A DETERMINATION IS MADE AS TO WHAT, IF ANY, ACTION IS REQUIRED. BUSINESS TRANSACTIONS WITH ENTITIES THAT A TRUSTEE MAY OWN OR CONTROL MUST MEET THE PURCHASING STANDARDS OF THE UNIVERSITY REGARDING PRICE COMPETITIVENESS. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE REVIEW INCLUDES A COMPARISON OF COMPENSATION LEVELS OF PRESIDENTS OF SIMILAR INSTIUTIONS USING BOTH REGIONAL AND NATIONAL HIGHER EDUCATION COMPENSATION SURVEYS. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES, WHO ARE ALSO DISQUALIFIED PERSONS AS DEFINED BY IRC 4946, IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE USING A SIMILAR METHODOLOGY OF REVIEWING EXISTING AND PROPOSED COMPENSATION AGAINST REGIONAL AND NATIONAL HIGHER EDUCATION SURVEYS. THE EXECUTIVE COMMITTEE'S ACTIONS ARE RATIFIED AT A SUBSEQUENT MEETING OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE UNIVERSITY MAKES ITS GOVERNING DOCUMENTS, INCLUDING ITS CONFLICT OF INTEREST POLICY, AVAILABLE UPON REQUEST. THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE AT WWW.SPU.EDU. FORM 990, PART VII, SECTION A, LINE 1A KIMBERLY SAWERS, VICE PRESIDENT FOR BUSINESS AND FINANCE IS CATEGORIZED AS AN OFFICER BY IRS INSTRUCTIONS ONLY AND IS NOT AN OFFICER PER CORPORATE BY-LAWS. SEATTLE PACIFIC FOUNDATION 3307 THIRD AVE W SEATTLE WA 98119 911068276 TO SUPPORT SEATTLE PACIFIC UNIVERSITY WA 501(C)(3) LINE 12A, I SEATTLE PACIFIC UNIVERSITY 1 CHARITABLE REMAINDER UNITRUSTS (38) 3307 THIRD AVE W SEATTLE WA 98119 BENEFICIAL INTEREST WA N/A T 0 POOLED INCOME FUND (1) 3307 THIRD AVE W SEATTLE WA 98119 BENEFICIAL INTEREST WA N/A T 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 1 SEATTLE PACIFIC FOUNDATION A 42188 FAIR MARKET VALUE SEATTLE PACIFIC FOUNDATION C 370278 FAIR MARKET VALUE SEATTLE PACIFIC FOUNDATION M 919921 FAIR MARKET VALUE SEATTLE PACIFIC FOUNDATION Q 10571 FAIR MARKET VALUE SEATTLE PACIFIC FOUNDATION S 60463 FAIR MARKET VALUE SEATTLE PACIFIC FOUNDATION O 640376 FAIR MARKET VALUE