LINFIELD UNIVERSITY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LINFIELD UNIVERSITY (EIN 93-0391586)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-02-24
- IRS object ID
- 202200559349300920
- Schema version
- 2020v4.1
- 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 D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-24T10:48:13-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E Main St Suite 700 | AddressLine1Txt |
| City | Fort Wayne | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930391586 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINFIELD UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PAUL L SHILLAM | InCareOfNm |
| Business Name Control | LINF | BusinessNameControlTxt |
| Phone | 5038832698 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 SE BAKER STREET Suite A512 | AddressLine1Txt |
| City | MCMINNVILLE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY ANN RODRIGUEZ | PersonNm |
| Person Title | VP FINANCE AND ADMIN | PersonTitleTxt |
| Phone | 5038832698 | PhoneNum |
| Signature | 2022-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | SHILLAM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lauren R Denton | PreparerPersonNm |
| PTIN | P01571860 | PTIN |
| Phone | 2604604000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARY ANN RODRIGUEZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 SE BAKER ST UNIT A512 | AddressLine1Txt |
| City | MCMINNVILLE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $121,109,036 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | LINFIELD.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1858 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | LINFIELD UNIVERSITY IS A GRADUATE AND UNDERGRADUATE UNIVERSITY RECOGNIZED FOR ITS STRONG TEACHING FACULTY, OUTSTANDING SCIENCE PROGRAMS AND DISTINCTIVE INTERNATIONAL EMPHASIS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 1860 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,302,669 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,643,804 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $88,377,360 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $91,333,830 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,785,382 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,894,053 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,875,924 | PYOtherRevenueAmt |
| CY Other Revenue | $1,951,793 | CYOtherRevenueAmt |
| PY Total Revenue | $120,341,335 | PYTotalRevenueAmt |
| CY Total Revenue | $103,823,480 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $39,461,980 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $40,420,493 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $40,150,493 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $38,810,887 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,162,946 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $22,813,395 | PYOtherExpensesAmt |
| CY Other Expenses | $23,078,584 | CYOtherExpensesAmt |
| PY Total Expenses | $102,425,868 | PYTotalExpensesAmt |
| CY Total Expenses | $102,309,964 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $17,915,467 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,513,516 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $280,843,543 | TotalAssetsBOYAmt |
| Total Assets EOY | $330,542,841 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $51,025,828 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $75,498,421 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $229,817,715 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $255,044,420 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LINFIELD UNIVERSITY ADVANCES A VISION OF LEARNING, LIFE, AND COMMUNITY THAT PROMOTES INTELLECTUAL CHALLENGE AND CREATIVITY, VALUES BOTH THEORETICAL AND PRACTICAL KNOWLEDGE, ENGAGES THOUGHTFUL DIALOGUE IN A CLIMATE OF MUTUAL RESPECT AND INSPIRES THE COURAGE TO LIVE BY MORAL AND SPIRITUAL PRINCIPLES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $71,786,517 | ExpenseAmt |
| Grant | $40,420,492 | GrantAmt |
| Revenue | $82,214,715 | RevenueAmt |
| Desc | LINFIELD UNIVERSITY IS AN INDEPENDENT, COMPREHENSIVE UNDERGRADUATE UNIVERSITY RECOGNIZED FOR ITS STRONG TEACHING FACULTY, OUTSTANDING SCIENCE PROGRAMS AND DISTINCTIVE INTERNATIONAL EMPHASIS. LINFIELD HAS A CHALLENGING AND EXCITING ACADEMIC PROGRAM THAT FEATURES A BROAD LIBERAL ARTS CORE AND AN ATMOSPHERE IN WHICH THERE IS GENUINE CONCERN FOR INDIVIDUALS AND THEIR PROGRESS. THE CURRICULUM FOSTERS THE DEVELOPMENT OF WHOLLY EDUCATED INDIVIDUALS THROUGH A SERIES OF COURSES SPANNING THE ARTS AND HUMANITIES, NATURAL SCIENCES AND SOCIAL AND BEHAVIORAL SCIENCES. THE LINFIELD CURRICULUM ENCOURAGES INQUIRY, ANALYSIS AND CREATIVITY THAT PROVIDE THE FOUNDATION FOR REASONED ACTION, WONDER AND CONTINUAL LEARNING IN ALL ASPECTS OF LIFE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,565,868 | ExpenseAmt |
| Revenue | $99,330 | RevenueAmt |
| Desc | STUDENT SUPPORT: IN SUPPORT OF THE MISSION OF THE UNIVERSITY, THE MISSION OF THE STUDENTS SERVICES DIVISION IS TO OPTIMIZE THE OPPORTUNITY FOR STUDENT DEVELOPMENT BY FACILITATION AND ENCOURAGING THE INTELLECTUAL, SOCIAL, CULTURAL, EMOTIONAL, PHYSICAL, LIFE PLANNING AND SPIRITUAL GROWTH OF THE STUDENTS AS INDIVIDUALS AND AS MEMBERS OF THE LARGER COMMUNITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,388,798 | ExpenseAmt |
| Revenue | $10,941,052 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES: IN SUPPORT OF THE MISSION OF THE UNIVERSITY, THE AUXILIARY AREAS OF THE UNIVERSITY PROVIDE SERVICES TO THE STUDENTS WHILE THEY CARRY OUT THEIR EDUCATIONAL ENDEAVORS. AUXILIARY ENTERPRISES INCLUDES SUCH AREAS AS BOOKSTORE, DINING SERVICES AND ON CAMPUS LIVING FACILITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $89,741,183 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2812 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1860 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL L SHILLAM | PersonNm |
| Phone | 5038832698 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 SE BAKER ST UNIT A512 | AddressLine1Txt |
| City | MCMINNVILLE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97128 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MILES DAVIS | ||||||||
| PRESIDENT/BOARD MEMBER | 40.0 | 0.0 | Yes (X) | Yes (X) | $382,287 | $0 | $48,740 | |
| MARY ANN RODRIGUEZ | ||||||||
| VP FINANCE & ADMIN/CFO | 40.0 | 0.0 | Yes (X) | $203,821 | $0 | $19,067 | ||
| SUSAN AGRE-KIPPENHAN | ||||||||
| PROVOST/VP ACADEMIC AFFAIRS | 40.0 | 0.0 | Yes (X) | $167,913 | $0 | $29,848 | ||
| KIMBERLY JONES | ||||||||
| DEAN OF NURSING | 40.0 | 0.0 | $152,243 | $0 | $21,587 | Yes (X) | ||
| SUSAN HOPP | ||||||||
| VP STUDENT AFFAIRS | 40.0 | 0.0 | Yes (X) | $137,600 | $0 | $22,153 | ||
| HENNY BREEN | ||||||||
| PROFESSOR | 40.0 | 0.0 | $130,831 | $0 | $11,696 | Yes (X) | ||
| GINNY BLACKSON | ||||||||
| DIRECTOR OF LIBRARY | 40.0 | 0.0 | $123,750 | $0 | $12,546 | Yes (X) | ||
| JANET PETERSON | ||||||||
| PROFESSOR | 40.0 | 0.0 | $113,223 | $0 | $19,178 | Yes (X) | ||
| GREG COPELAND | ||||||||
| DIRECTOR OF BUDGET & FINANCE | 40.0 | 0.0 | $112,747 | $0 | $18,053 | Yes (X) | ||
| JOHN MCKEEGAN | ||||||||
| VP ADV & GEN COUNSEL | 40.0 | 0.0 | Yes (X) | $85,519 | $0 | $22,285 | ||
| DANIEL POLLACK-PELZNER | ||||||||
| FACULTY/BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $69,451 | $0 | $25,247 | ||
| MICHAYLA SPONSEL | ||||||||
| STUDENT/BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $4,203 | $0 | $0 | ||
| DAVID BACA | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN BILS | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| PHILLIP BOND | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT BRESHOCK | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KERRY CARMODY | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT CHAMBERS | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA CLAASSEN | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA COX | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DAVE DILLON | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LUCINDA FOURNIER | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LEDA GARSIDE | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN GERRITZ | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE GIGUERE | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GLEN GIOVANNETTI | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DAVID HAUGEBERG | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KELLANNE HENRY | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| RONNI LACROUTE | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ERIKA MARKSBURY | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MAHMOOD MOMTAZI | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| NORMAN NIXON | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| AMY PROSENJAK | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ERNIE ROSE | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS SUTRO | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS TUNNELL | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ANTONY UPHOFF | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW VANCE | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SU-YEN WONG | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARK PATTERSON | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARCY HAMBY TOWNS | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| RANETTE KAMAKA | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH HUNTER | ||||||||
| VP ADVANCEMENT | 40.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,683,588 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $250,400 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 26 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WALSH CONSTRUCTION | |||||
| 2905 SW FIRST AVE | PORTLAND | OR | 97201 | GENERAL CONTRACTOR | $4,602,167 |
| SRG PARTNERSHIP | |||||
| 621 SW COLUMBIA STREET | PORTLAND | OR | 97201 | ARCHITECTS | $1,216,482 |
| BENCHMARK CONTRACTING | |||||
| 5809 JEAN ROAD | LAKE OSWEGO | OR | 97035 | GENERAL CONTRACTOR | $888,102 |
| PHYSICIANS MEDICAL CENTER PC | |||||
| 2435 NE CUMULUS AVE A | MCMINNVILLE | OR | 97128 | STUDENT HEALTH SVCS | $497,496 |
| ABACUS RESOURCE MANAGEMENT | |||||
| 12655 SW CENTER ST UNIT 250 | BEAVERTON | OR | 97005 | ENGINEERING CONSULT. | $1,606,999 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $4,829 | FundraisingAmt |
| Government Grants | $3,103,565 | GovernmentGrantsAmt |
| All Other Contributions | $4,535,410 | AllOtherContributionsAmt |
| Noncash Contributions | $965,479 | NoncashContributionsAmt |
| Total Contributions | $7,643,804 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION REVENUE | 611310 | $80,293,448 | $80,293,448 |
| AUXILIARY SERVICE REVENUE | 611310 | $10,941,052 | $10,941,052 |
| ATHLETICS | 561740 | $99,330 | $99,330 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $91,333,830 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,159,975 | TotalRevenueColumnAmt |
| Exclusion | $1,159,975 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $786,829 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $406,141 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $380,688 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $380,688 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $380,688 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,586,012 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,064,484 | SecuritiesAmt |
| Other | $787,450 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,521,528 | SecuritiesAmt |
| Other | -$787,450 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,734,078 | TotalRevenueColumnAmt |
| Exclusion | $1,734,078 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $58,007 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $4,829 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $27,481 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,526 | TotalRevenueColumnAmt |
| Exclusion | $30,526 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PARKING | 611310 | $81,317 | $81,317 |
| OTHER REVENUE | 611310 | $1,459,262 | $1,459,262 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,540,579 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,823,480 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $93,255,097 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,924,579 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,006,760 | TotalAmt |
| Program Services | $40,006,760 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,733 | TotalAmt |
| Program Services | $413,733 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,029,869 | TotalAmt |
| Program Services | $313,907 | ProgramServicesAmt |
| Management And General | $597,769 | ManagementAndGeneralAmt |
| Fundraising | $118,193 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,195,979 | TotalAmt |
| Program Services | $25,536,861 | ProgramServicesAmt |
| Management And General | $2,475,303 | ManagementAndGeneralAmt |
| Fundraising | $1,183,815 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,465 | TotalAmt |
| Program Services | $509,219 | ProgramServicesAmt |
| Management And General | $53,759 | ManagementAndGeneralAmt |
| Fundraising | $18,487 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,706,399 | TotalAmt |
| Program Services | $4,932,819 | ProgramServicesAmt |
| Management And General | $476,636 | ManagementAndGeneralAmt |
| Fundraising | $296,944 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,297,175 | TotalAmt |
| Program Services | $1,962,932 | ProgramServicesAmt |
| Management And General | $234,639 | ManagementAndGeneralAmt |
| Fundraising | $99,604 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,192,195 | TotalAmt |
| Program Services | $2,021,955 | ProgramServicesAmt |
| Management And General | $1,991,231 | ManagementAndGeneralAmt |
| Fundraising | $179,009 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,902 | TotalAmt |
| Management And General | $275,902 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,400 | TotalAmt |
| Management And General | $90,400 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,281 | TotalAmt |
| Management And General | $48,281 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,599 | TotalAmt |
| Program Services | $144,735 | ProgramServicesAmt |
| Management And General | $7,864 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $455,141 | TotalAmt |
| Program Services | $241,396 | ProgramServicesAmt |
| Management And General | $54,849 | ManagementAndGeneralAmt |
| Fundraising | $158,896 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,207,516 | TotalAmt |
| Management And General | $1,104,739 | ManagementAndGeneralAmt |
| Fundraising | $102,777 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,273,745 | TotalAmt |
| Program Services | $3,054,441 | ProgramServicesAmt |
| Management And General | $218,363 | ManagementAndGeneralAmt |
| Fundraising | $941 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,554,265 | TotalAmt |
| Program Services | $5,130,706 | ProgramServicesAmt |
| Management And General | $422,629 | ManagementAndGeneralAmt |
| Fundraising | $930 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,422 | TotalAmt |
| Program Services | $396,120 | ProgramServicesAmt |
| Management And General | $32,010 | ManagementAndGeneralAmt |
| Fundraising | $2,292 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,565 | TotalAmt |
| Program Services | $12,748 | ProgramServicesAmt |
| Management And General | $7,759 | ManagementAndGeneralAmt |
| Fundraising | $1,058 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,313,751 | TotalAmt |
| Program Services | $1,849,347 | ProgramServicesAmt |
| Management And General | $464,404 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,009,962 | TotalAmt |
| Program Services | $3,205,103 | ProgramServicesAmt |
| Management And General | $804,859 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,052,840 | TotalAmt |
| Program Services | $8,401 | ProgramServicesAmt |
| Management And General | $1,044,439 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,309,964 | TotalAmt |
| Program Services | $89,741,183 | ProgramServicesAmt |
| Management And General | $10,405,835 | ManagementAndGeneralAmt |
| Fundraising | $2,162,946 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,150 | BOYAmt |
| EOY | $9,981 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,318,352 | BOYAmt |
| EOY | $9,869,451 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,751,047 | BOYAmt |
| EOY | $6,561,709 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,984,455 | BOYAmt |
| EOY | $4,453,318 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,235,196 | BOYAmt |
| EOY | $4,296,741 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,170 | BOYAmt |
| EOY | $25,433 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,262,825 | BOYAmt |
| EOY | $1,271,574 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $203,053,671 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $79,109,771 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,131,754 | BOYAmt |
| EOY | $123,943,900 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,012,027 | BOYAmt |
| EOY | $164,889,180 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,104,567 | BOYAmt |
| EOY | $15,221,554 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,843,543 | BOYAmt |
| EOY | $330,542,841 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,635,950 | BOYAmt |
| EOY | $7,622,332 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,071,997 | BOYAmt |
| EOY | $4,663,022 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,264,823 | BOYAmt |
| EOY | $2,135,313 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,828,170 | BOYAmt |
| EOY | $59,137,271 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $345,279 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,879,609 | BOYAmt |
| EOY | $1,940,483 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,025,828 | BOYAmt |
| EOY | $75,498,421 | 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 | $106,306,329 | BOYAmt |
| EOY | $117,687,148 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,511,386 | BOYAmt |
| EOY | $137,357,272 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,817,715 | BOYAmt |
| EOY | $255,044,420 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,843,543 | BOYAmt |
| EOY | $330,542,841 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,513,516 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $23,649,110 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $64,079 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $106,127,463 | BeginningYearBalanceAmt |
| Contributions | $830,382 | ContributionsAmt |
| Investment Earnings Or Losses | $27,637,480 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,950,945 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,492,198 | OtherExpendituresAmt |
| Administrative Expenses | $56,799 | AdministrativeExpensesAmt |
| End Year Balance | $129,095,383 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $109,144,469 | BeginningYearBalanceAmt |
| Contributions | $3,461,127 | ContributionsAmt |
| Investment Earnings Or Losses | $617,583 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,800,498 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,240,983 | OtherExpendituresAmt |
| Administrative Expenses | $54,235 | AdministrativeExpensesAmt |
| End Year Balance | $106,127,463 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $124,537,897 | BeginningYearBalanceAmt |
| Contributions | $2,474,035 | ContributionsAmt |
| Investment Earnings Or Losses | $5,554,110 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,693,298 | GrantsOrScholarshipsAmt |
| Other Expenditures | $21,674,405 | OtherExpendituresAmt |
| Administrative Expenses | $53,870 | AdministrativeExpensesAmt |
| End Year Balance | $109,144,469 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $113,840,908 | BeginningYearBalanceAmt |
| Contributions | $6,236,137 | ContributionsAmt |
| Investment Earnings Or Losses | $8,557,938 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,612,497 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,440,009 | OtherExpendituresAmt |
| Administrative Expenses | $44,580 | AdministrativeExpensesAmt |
| End Year Balance | $124,537,897 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $101,629,273 | BeginningYearBalanceAmt |
| Contributions | $1,293,136 | ContributionsAmt |
| Investment Earnings Or Losses | $15,105,950 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,657,519 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,486,828 | OtherExpendituresAmt |
| Administrative Expenses | $43,104 | AdministrativeExpensesAmt |
| End Year Balance | $113,840,908 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.18900 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.44000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.37100 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $6,641,720 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $11,867,863 | OtherCostOrOtherBasisAmt |
| Book Value | $18,509,583 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $128,468,816 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,597,224 | DepreciationAmt |
| Book Value | $86,871,592 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,903,265 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,344,550 | DepreciationAmt |
| Book Value | $6,558,715 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,352,460 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,167,997 | DepreciationAmt |
| Book Value | $6,184,463 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,819,547 | OtherCostOrOtherBasisAmt |
| Book Value | $5,819,547 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $123,943,900 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPLIT INTEREST AGREEMENTS | Desc |
| Amt | $1,940,483 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,940,483 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $87,437,438 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $23,649,110 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $433,622 | OtherRevenueAmt |
| Revenue Not Reported | $24,082,732 | RevenueNotReportedAmt |
| Revenue Subtotal | $63,354,706 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $48,281 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $40,420,493 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $40,468,774 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $103,823,480 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $62,274,812 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $433,622 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $433,622 | ExpensesNotReportedAmt |
| Expenses Subtotal | $61,841,190 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $48,281 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $40,420,493 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $40,468,774 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $102,309,964 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | ENDOWMENT FUNDS ARE USED FOR INSTRUCTION SUPPORT, ACADEMIC SUPPORT, STUDENT SERVICES, INSTITUTIONAL SUPPORT, PLANT SUPPORT, RESEARCH AND SCHOLARSHIPS AS DIRECTED BY DONORS AND BY BOARD OF TRUSTEES IF ENDOWMENTS ARE NOT RESTRICTED. SCHEDULE D, PART X, LINE 2 ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE UNIVERSITY'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE UNIVERSITY AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE UNIVERSITY HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED TAX POSITIONS TAKEN BY THE UNIVERSITY AND HAS CONCLUDED THAT AS OF JUNE 30, 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE UNIVERSITY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE UNIVERSITY'S MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2018. |
| SCHEDULE D, PART XI & XII | LINE 2D: RENTAL EXPENSE 406,141 FUNDRAISING EXPENSE 27,481 TOTAL $433,622 LINE 4B: STUDENT FINANCIAL AID $40,420,493 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY CUSTOMARILY DRAWS A SUBSTANTIAL PERCENTAGE OF STUDENTS FROM LARGE GEOGRAPHIC SECTIONS OF THE US AND WORLDWIDE, AND ENROLLS STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS. THE UNIVERSITY FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO ALL STUDENTS, WHICH IS WIDELY PUBLISHED IN THE LITERATURE SENT TO STUDENTS AND PROSPECTIVE STUDENTS AND IS PUBLICIZED IN THE LOCAL NEWSPAPER. ACCORDINGLY, UNDER SEC 403(2)(B), THE UNIVERSITY COMPLIES WITH THE PUBLICITY REQUIREMENT BY FULFILLING THE SEC 402 PROCEDURES PERTAINING TO NONDISCRIMINATORY POLICY STATEMENTS. |
| SCHEDULE E, PART I, LINE 6A | THE UNIVERSITY RECEIVES STUDENT FINANCIAL ASSISTANCE FROM THE DEPARTMENT OF EDUCATION AND HAS AN ANNUAL INDEPENDENT AUDIT IN ACCORDANCE WITH OMB CIRCULAR A-133. THAT REPORT AND THE ACCOMPANYING SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS INCLUDES ALL FEDERAL GRANTS RECEIVED BY THE UNIVERSITY, WHICH HAVE ACTIVITY DURING THE FISCAL YEAR. THE SCHEDULE IS PREPARED ON THE ACCRUAL BASIS OF ACCOUNTING AND IN ACCORDANCE WITH OMB CIRCULAR A-133. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | SCHOLARSHIPS | TypeOfAssistanceTxt |
| Recipient | 14 | RecipientCnt |
| Cash Grant | $413,733 | CashGrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WILDCAT OPEN | Event1Nm |
| Gross Receipts Event1 | $62,836 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $4,829 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $58,007 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $19,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $2,000 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $6,481 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $62,836 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $4,829 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $58,007 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $19,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $2,000 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,481 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $27,481 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $30,526 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1789 | RecipientCnt |
| Cash Grant | $40,006,760 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANTS AND SCHOLARSHIPS ARE MONITORED FOR APPROPRIATE USE BY VALIDATING REGISTRATION AND SATISFACTORY PROGRESS TOWARDS COMPLETION OF EDUCATIONAL REQUIREMENTS. | 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 |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MILES DAVIS | ||||||||||||
| PRESIDENT/BOARD MEMBER | $368,191 | $0 | $0 | $0 | $14,096 | $0 | $23,490 | $0 | $25,250 | $0 | $431,027 | $0 |
| MARY ANN RODRIGUEZ | ||||||||||||
| VP FINANCE & ADMIN/CFO | $199,401 | $0 | $0 | $4,420 | $0 | $15,129 | $0 | $3,938 | $0 | $222,888 | $0 | |
| SUSAN HOPP | ||||||||||||
| VP STUDENT AFFAIRS | $137,600 | $0 | $0 | $0 | $0 | $0 | $10,500 | $0 | $11,653 | $0 | $159,753 | $0 |
| SUSAN AGRE-KIPPENHAN | ||||||||||||
| PROVOST/VP ACADEMIC AFFAIRS | $167,407 | $0 | $506 | $13,043 | $16,805 | $197,761 | ||||||
| KIMBERLY JONES | ||||||||||||
| DEAN OF NURSING | $152,243 | $0 | $0 | $0 | $0 | $0 | $11,475 | $0 | $10,112 | $0 | $173,830 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | Linfield UNIVERSITY provides housing for the President. He is required to live there as a condition of his employment and for the convenience of the employer. The UNIVERSITY pays club dues to Michelbook Country Club and the Arlington Club as part of the President's role(e.g. fundraising, external relations, meeting space, etc.). The UNIVERSITY occasionally pays travel costs for the president's spouse if she is attending alumni gatherings or other events where it benefits the UNIVERSITY to have the president and his wife present. These are all non-taxable benefits. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| YAMHILL COUNTY OREGON 2020 SERIES A BONDS | ||||||||
| A | 936002318 | 98464TAK5 | 2020-10-07 | $50,612,937 | YAMHILL COUNTY REFUNDING BONDS 202 | false | false | false |
| YAMHILL COUNTY OREGON 2020 SERIES B BONDS | ||||||||
| B | 936001787 | 98464TAK5 | 2020-10-07 | $9,440,000 | YAMHILL COUNTY REFUNDING BONDS 202 | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $22,317,223 | $0 | $46,135,000 | $3,699,130 | $0 | $0 | $296,706 | $0 | $0 | $5,087,009 | $289,878 | $18,912,991 | 2022 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $8,348,035 | $9,440,000 | $944,000 | $0 | $0 | $86,605 | $0 | $0 | $0 | $61,360 | $0 | 2020 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | false | Yes (true) | false | false | false | 0 | Yes (true) | Yes (true) |
| 0 | ||||||||||
| B | false | false | false | Yes (true) | false | false | false | 0 | Yes (true) | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 22 | ContributionCnt |
| Noncash Contributions Rpt F990 | $921,776 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | PORTABLE STORAGE UNITS | 1 | $20,800 | FMV |
| Yes (X) | MISCELLANEOUS | 1 | $225 | FMV |
| Yes (X) | CASES OF WINE | 2 | $14,678 | FMV |
| Yes (X) | MEDICAL EQUIPMENT | 1 | $8,000 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN B | FormAndLineReferenceDesc |
| Explanation | LINFIELD UNIVERSITY IS REPORTING NUMBER OF CONTRIBTIONS IN COLUMN B OF SCHEDULE M, PART I. PART I, LINE 33 LINFIELD'S LIBRARY RECEIVED HARD COVER BOOKS, SOFT COVER BOOKS, CD'S, DVDS, AND TAPES FROM VARIOUS DONORS. LINFIELD ACCEPTS DONATIONS OF FOOD AND BEVERAGE ITEMS FOR THE BANQUETS AND MEETINGS IT HOSTS FOR STUDENTS AND TRUSTEES. SOME SERVICE PROVIDERS ROUTINELY DISCOUNT INVOICES FOR SERVICES RENDERED. THESE DONATIONS INDIVIDUALLY ARE SMALL AND DO NOT HAVE AN EASILY ASCERTAINABLE VALUE, THEREFORE, IT IS NOT PRUDENT OR COST EFFECTIVE TO ASSIGN THEM A VALUE AND WE DO NOT CAPITALIZE THEM. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1B | MILES DAVIS IS A COMPENSATED BOARD MEMBER AND THEREFORE IS NON-INDEPENDENT. FORM 990, PART VI, SECTION A, LINE 2 MARY ANN RODRIGUEZ AND DAVID HAUGEBERG HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | BEFORE FILING OF THE UNIVERSITY'S TAX RETURN, THE RETURN (FORM 990) AND SUPPLEMENTAL SCHEDULES AND INFORMATION ARE FORWARDED TO THE AUDIT COMMITTEE FOR REVIEW, COMMENTS, AND APPROVAL, INCLUDING SCHEDULE B. AFTER THE APPROVAL AND BEFORE THE RETURN IS FILED, A COPY IS POSTED TO THE TRUSTEE'S WEBSITE TO BE AVAILABLE FOR REVIEW BY EACH MEMBER OF THE BOARD OF TRUSTEES, EXCLUDING SCHEDULE B. THE INFORMATION THAT IS INCLUDED IN AND REPORTED ON IN SCHEDULE B IS PROVIDED TO THE FULL BOARD OF TRUSTEES CONFIDENTIALLY AT ITS REGULAR MEETINGS. AFTER THE RETURN IS POSTED TO THE FULL TRUSTEE'S WEBSITE, AMPLE TIME IS ALLOWED FOR COMMENTS AND CHANGES, IF ANY, PRIOR TO THE EXTENDED DUE DATE OF THE RETURN. ANY MATERIAL CHANGES IN THE APPROVAL BY THE AUDIT COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICTS OF INTEREST POLICIES AND QUESTIONNAIRES ARE DISBURSED, COLLECTED AND REVIEWED ANNUALLY. ANY APPARENT CONFLICTS ARE REVIEWED FOR MATERIALITY AND MITIGATING CONTROLS ARE THEN PUT IN PLACE AND FORWARDED TO THE UNIVERSITY'S AUDIT COMMITTEE FOR FURTHER REVIEW AND ACTION AS DEEMED NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 15A & 15B | THE PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT OF THE UNIVERSITY IS COMPLETED PERIODICALLY BASED ON THE DIRECTION AND REVIEW OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. DATA COLLECTION IS PERFORMED BY LINFIELD'S SENIOR DIRECTOR OF HUMAN RESOURCES AND ADMINISTRATION VIA SURVEY OF COMPARABLE INSTITUTIONS. THE DATA IS ANALYZED AND REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES WHO DETERMINES THE PRESIDENT'S COMPENSATION. THE PROCESS FOR DETERMINING COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS ALSO COMPLETED PERIODICALLY BY THE SENIOR DIRECTOR OF HUMAN SERVICES AND ADMINISTRATION UTILIZING PUBLISHED COMPARABILITY DATA. THE DATA IS ANALYZED AND REVIEWED BY THE PRESIDENT OF THE UNIVERSITY. THE COMPENSATION COMMITTEE LAST REVIEWED IN MAY OF 2021. |
| FORM 990, PART VI, SECTION C, LINE 19 | LINFIELD UNIVERSITY'S FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ON THE UNIVERSITY'S WEBSITE AND BY REQUEST. EACH YEAR, A CONFLICT OF INTEREST QUESTIONNAIRE IS ISSUED TO ALL TRUSTEES, OFFICERS, KEY EMPLOYEES AND FACULTY. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS $64,079 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINFIELD RESEARCH INSTITUTE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 SE BAKER STREET | AddressLine1Txt |
| City | MCMINNVILLE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930452607 | EIN |
| Primary Activities | SUPPORTING | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Exempt Code Section | 12A | ExemptCodeSectionTxt |
| Public Charity Status | 501C3 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINFIELD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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