WILLAMETTE UNIVERSITY: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WILLAMETTE UNIVERSITY (EIN 93-0386972)
- Tax period
- 2017-06-01 to 2018-05-31
- Filed
- 2019-03-01
- IRS object ID
- 201940609349301514
- Schema version
- 2017v2.3
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-01T17:04:56-06:00 | ReturnTs |
| Tax Period End | 2018-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY STE 1200 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930386972 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLAMETTE UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 5033706974 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 STATE STREET | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL VALLES | PersonNm |
| Person Title | VP FOR FINANCE AND TREASURER | PersonTitleTxt |
| Phone | 5033706974 | PhoneNum |
| Signature | 2019-03-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | PhoneNum |
| Preparation | 2019-02-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.7.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-01 | IPDt |
| IP Tm | 11:52:32 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D054F4EF093A01A5BE70ECC55B3094991D2B5D96 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHEN E THORSETT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 STATE STREET | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $158,798,765 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WILLAMETTE.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1842 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | WILLAMETTE UNIVERSITY PROVIDES RIGOROUS EDUCATION IN THE LIBERAL ARTS AND SELECTED PROFESSIONAL FIELDS. TEACHING AND LEARNING, STRENGTHENED BY SCHOLARSHIP AND SERVICE, FLOURISH IN A VIBRANT CAMPUS COMMUNITY. A WILLAMETTE EDUCATION PREPARES GRADUATES TO TRANSFORM KNOWLEDGE INTO ACTION AND LEAD LIVES OF ACHIEVEMENT, CONTRIBUTION AND MEANING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 2125 | TotalEmployeeCnt |
| Total Volunteers | 601 | TotalVolunteersCnt |
| Total Gross UBI | -$553,023 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$516,926 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,272,515 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,024,404 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $125,557,501 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $121,196,551 | CYProgramServiceRevenueAmt |
| PY Investment Income | $115,081 | PYInvestmentIncomeAmt |
| CY Investment Income | -$161,280 | CYInvestmentIncomeAmt |
| PY Other Revenue | $391,303 | PYOtherRevenueAmt |
| CY Other Revenue | $1,406,695 | CYOtherRevenueAmt |
| PY Total Revenue | $136,336,400 | PYTotalRevenueAmt |
| CY Total Revenue | $133,466,370 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $51,117,434 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $50,188,430 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $64,650,847 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $61,320,475 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $42,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,502,143 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $34,474,772 | PYOtherExpensesAmt |
| CY Other Expenses | $32,605,201 | CYOtherExpensesAmt |
| PY Total Expenses | $150,285,053 | PYTotalExpensesAmt |
| CY Total Expenses | $144,114,106 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$13,948,653 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$10,647,736 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $457,044,870 | TotalAssetsBOYAmt |
| Total Assets EOY | $470,919,843 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $110,428,423 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $109,818,023 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $346,616,447 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $361,101,820 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WILLAMETTE UNIVERSITY PROVIDES RIGOROUS EDUCATION IN THE LIBERAL ARTS AND SELECTED PROFESSIONAL FIELDS. TEACHING AND LEARNING, STRENGTHENED BY SCHOLARSHIP AND SERVICE, FLOURISH IN A VIBRANT CAMPUS COMMUNITY. A WILLAMETTE EDUCATION PREPARES GRADUATES TO TRANSFORM KNOWLEDGE INTO ACTION AND LEAD LIVES OF ACHIEVEMENT, CONTRIBUTION AND MEANING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $118,570,474 | ExpenseAmt |
| Grant | $50,188,430 | GrantAmt |
| Revenue | $107,453,864 | RevenueAmt |
| Desc | HIGHER EDUCATION - INSTRUCTION AND SUPPORT: 1,917 IN THE COLLEGE OF LIBERAL ARTS, 293 IN THE COLLEGE OF LAW, 200 IN THE ATKINSON GRADUATE SCHOOL OF MANAGEMENT, AND 52 IN THE JOINT DEGREE JD/MBA (2,462 STUDENTS). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,744,990 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $15,113,162 | RevenueAmt |
| Desc | HIGHER EDUCATION - AUXILIARY FUNCTIONS: INCLUDES ROOM & BOARD (FOR 1,253 STUDENTS) AND SUMMER CONFERENCES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $129,315,464 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3944 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2125 | 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 | SP | 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 | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH L PIFER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5033706974 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 STATE STREET | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JAMES F ALBAUGH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRYN A BERGLUND | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBIN O BRENA | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHERINE S CAHILL | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TRUMAN W COLLINS JR | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES B CUNO | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HEATHER K DEMPSEY | ||||||||
| BOARD MEMBER - 9/20/17 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES A FITZHENRY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC M FRIEDENWALD-FISHMAN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MELVIN HENDERSON-RUBIO | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH F HOFFMAN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN R HUFFT | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EVA M KRIPALANI | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KONRAD CHIP R KRUGER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH J LARGE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDY M MIGUEL | ||||||||
| BOARD MEMBER - 5/31/18 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HEIDI A PATTERSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CRAIG S PESTI-STROBEL | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PUNIT RENJEN | ||||||||
| BOARD MEMBER - 5/31/18 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LYNN E RISTIG | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDRA M ROWE | ||||||||
| BOARD MEMBER - 5/31/18 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN R SMITH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MELISSA L SMITH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA C SMULLIN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GUY C STEPHENSON | ||||||||
| BOARD MEMBER - 5/31/18 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK J WAITE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RODERICK C WENDT | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DALE C SAUSE | ||||||||
| CHAIRMAN OF THE BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LYNNE H SAXTON | ||||||||
| VICE CHAIR OF THE BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| SEAN B O'HOLLAREN | ||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| KERRY R TYMCHUK | ||||||||
| ASSISTANT SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| STEVEN E WYNNE | ||||||||
| IMMEDIATE PAST CHAIR OF THE BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| STEPHEN E THORSETT | ||||||||
| PRESIDENT | 40.00 | Yes (X) | $428,756 | $0 | $182,857 | Yes (X) | ||
| MONICA RIMAI | ||||||||
| SVP FINANCE/TREASURER - 1/5/18 | 40.00 | Yes (X) | $242,142 | $0 | $27,557 | Yes (X) | ||
| DANIEL VALLES | ||||||||
| SVP FINANCE/TREASURER | 40.00 | Yes (X) | $153,832 | $0 | $32,765 | Yes (X) | ||
| COLLEEN KAWAHARA | ||||||||
| ADMINISTRATIVE SECRETARY | 40.00 | $81,856 | $0 | $11,486 | Yes (X) | |||
| JAMES R BAUER | ||||||||
| VP FOR PLANNING, FACILITIES & EXTERNAL AFFAIRS | 40.00 | $173,015 | $0 | $65,626 | Yes (X) | |||
| CURTIS BRIDGEMAN | ||||||||
| DEAN, COLLEGE OF LAW | 40.00 | $253,571 | $0 | $49,873 | Yes (X) | |||
| RUTH FEINGOLD | ||||||||
| DEAN, COLLEGE OF LIBERAL ARTS | 40.00 | $178,983 | $0 | $33,177 | Yes (X) | |||
| CAROL LONG | ||||||||
| PROVOST AND SENIOR VICE PRESIDENT | 40.00 | $241,756 | $0 | $42,059 | Yes (X) | |||
| KENNETH PIFER | ||||||||
| CONTROLLER | 40.00 | $153,184 | $0 | $28,458 | Yes (X) | |||
| EDWARD WHIPPLE | ||||||||
| VICE PRESIDENT FOR STUDENT AFFAIRS | 40.00 | $173,676 | $0 | $27,744 | Yes (X) | |||
| SHELBY RADCLIFFE | ||||||||
| VP FOR ADVANCEMENT | 40.00 | $283,029 | $0 | $41,773 | Yes (X) | |||
| DEBRA RINGOLD | ||||||||
| DEAN, ATKINSON GRAD SCHOOL | 40.00 | $242,221 | $0 | $34,520 | Yes (X) | |||
| SYMEON SYMEONIDES | ||||||||
| PARKS DISTINGUISHED PROFES | 40.00 | $261,196 | $0 | $43,741 | Yes (X) | |||
| YVONNE TAMAYO | ||||||||
| PROFESSOR OF LAW, GENERAL COUNSEL | 40.00 | $206,306 | $0 | $26,352 | Yes (X) | |||
| NORMAN WILLIAMS | ||||||||
| ASSOCIATE DEAN FOR ACADEMIC AFFAIRS, LAW PROFESSOR | 40.00 | $210,562 | $0 | $31,267 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,284,085 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $679,255 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 92 | 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 |
|---|---|---|---|---|---|
| COMPASS GROUP USA | |||||
| PO BOX 417632 | BOSTON | MA | 02241 | FOOD SERVICE | $3,814,305 |
| FXG CONSTRUCTION LLC | |||||
| 3833 CROISAN CREEK RD S | SALEM | OR | 97302 | CONSTRUCTION | $1,947,558 |
| IBM CORPORATION | |||||
| PO BOX 676673 | DALLAS | TX | 752676673 | SOFTWARE CONFIGURATION | $646,655 |
| WORKDAY INC | |||||
| 6230 STONERIDGE MALL ROAD | PLEASANTON | CA | 94588 | SOFTWARE CONFIGURATION | $294,204 |
| ELLUCIAN COMPANY LP | |||||
| 62578 COLLECTIONS CENTER DR | CHICAGO | IL | 60693 | SOFTWARE CONFIGURATION | $288,677 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $6,350 | FundraisingAmt |
| Government Grants | $1,317,140 | GovernmentGrantsAmt |
| All Other Contributions | $9,700,914 | AllOtherContributionsAmt |
| Noncash Contributions | $2,188,777 | NoncashContributionsAmt |
| Total Contributions | $11,024,404 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $106,083,389 | $106,083,389 |
| ROOM AND BOARD FEES | 721310 | $14,350,728 | $14,350,728 |
| AUXILIARY INCOME | 611710 | $762,434 | $762,434 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $121,196,551 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$251,300 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$576,225 | UnrelatedBusinessRevenueAmt |
| Exclusion | $324,925 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,853 | TotalRevenueColumnAmt |
| Exclusion | $14,853 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,414,222 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,324,202 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $90,020 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,020 | TotalRevenueColumnAmt |
| Exclusion | $90,020 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $7,221 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $6,350 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $8,193 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$972 | TotalRevenueColumnAmt |
| Exclusion | -$972 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,392,814 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $23,202 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,369,612 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,392,814 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $133,466,370 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $121,196,551 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$553,023 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,798,438 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,500 | TotalAmt |
| Program Services | $7,500 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,883,956 | TotalAmt |
| Program Services | $48,883,956 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,296,974 | TotalAmt |
| Program Services | $1,296,974 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,487,136 | TotalAmt |
| Program Services | $533,364 | ProgramServicesAmt |
| Management And General | $1,748,163 | ManagementAndGeneralAmt |
| Fundraising | $205,609 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,290 | TotalAmt |
| Program Services | $41,515 | ProgramServicesAmt |
| Management And General | $62,775 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,018,880 | TotalAmt |
| Program Services | $37,909,282 | ProgramServicesAmt |
| Management And General | $2,826,038 | ManagementAndGeneralAmt |
| Fundraising | $2,283,560 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,802,267 | TotalAmt |
| Program Services | $3,432,686 | ProgramServicesAmt |
| Management And General | $154,928 | ManagementAndGeneralAmt |
| Fundraising | $214,653 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,526,597 | TotalAmt |
| Program Services | $7,431,872 | ProgramServicesAmt |
| Management And General | $633,408 | ManagementAndGeneralAmt |
| Fundraising | $461,317 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,381,305 | TotalAmt |
| Program Services | $2,903,692 | ProgramServicesAmt |
| Management And General | $298,363 | ManagementAndGeneralAmt |
| Fundraising | $179,250 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,823 | TotalAmt |
| Program Services | $5,172 | ProgramServicesAmt |
| Management And General | $115,561 | ManagementAndGeneralAmt |
| Fundraising | $12,090 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,599 | TotalAmt |
| Management And General | $144,599 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,227,944 | TotalAmt |
| Management And General | $1,227,944 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,740,824 | TotalAmt |
| Program Services | $1,816,927 | ProgramServicesAmt |
| Management And General | $460,977 | ManagementAndGeneralAmt |
| Fundraising | $462,920 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $715,186 | TotalAmt |
| Program Services | $593,395 | ProgramServicesAmt |
| Management And General | $114,069 | ManagementAndGeneralAmt |
| Fundraising | $7,722 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,340,648 | TotalAmt |
| Program Services | $1,816,424 | ProgramServicesAmt |
| Management And General | $291,646 | ManagementAndGeneralAmt |
| Fundraising | $232,578 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,607,776 | TotalAmt |
| Program Services | $1,279,605 | ProgramServicesAmt |
| Management And General | $270,811 | ManagementAndGeneralAmt |
| Fundraising | $57,360 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,654,249 | TotalAmt |
| Program Services | $2,529,205 | ProgramServicesAmt |
| Management And General | $124,632 | ManagementAndGeneralAmt |
| Fundraising | $412 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,311,046 | TotalAmt |
| Program Services | $2,061,402 | ProgramServicesAmt |
| Management And General | $81,670 | ManagementAndGeneralAmt |
| Fundraising | $167,974 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,832 | TotalAmt |
| Program Services | $93,032 | ProgramServicesAmt |
| Management And General | $22,644 | ManagementAndGeneralAmt |
| Fundraising | $5,156 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,109,004 | TotalAmt |
| Program Services | $2,039,062 | ProgramServicesAmt |
| Management And General | $69,942 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,826,395 | TotalAmt |
| Program Services | $5,808,411 | ProgramServicesAmt |
| Management And General | $17,984 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,076,007 | TotalAmt |
| Program Services | $11,235 | ProgramServicesAmt |
| Management And General | $1,064,772 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICE | $4,202,282 | $4,037,493 | $125,184 | $39,605 |
| PROGRAM/STUDY ABROAD | $727,257 | $723,111 | $4,146 | |
| BOOKS AND PERIODICALS | $710,339 | $710,339 | ||
| FURNITURE AND EQUIPMENT | $572,358 | $548,419 | $15,202 | $8,737 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,385,632 | TotalAmt |
| Program Services | $2,801,391 | ProgramServicesAmt |
| Management And General | $421,041 | ManagementAndGeneralAmt |
| Fundraising | $163,200 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,114,106 | TotalAmt |
| Program Services | $129,315,464 | ProgramServicesAmt |
| Management And General | $10,296,499 | ManagementAndGeneralAmt |
| Fundraising | $4,502,143 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,134 | BOYAmt |
| EOY | $212,044 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,547,838 | BOYAmt |
| EOY | $19,434,424 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,760,532 | BOYAmt |
| EOY | $4,338,530 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,106,219 | BOYAmt |
| EOY | $3,665,924 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,731,238 | BOYAmt |
| EOY | $6,983,428 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,284 | BOYAmt |
| EOY | -$17,688 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $428,377 | BOYAmt |
| EOY | $695,394 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $255,127,354 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $114,191,771 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,215,953 | BOYAmt |
| EOY | $140,935,583 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,776,377 | BOYAmt |
| EOY | $34,261,982 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,124,982 | BOYAmt |
| EOY | $257,019,299 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,301,936 | BOYAmt |
| EOY | $3,390,923 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $457,044,870 | BOYAmt |
| EOY | $470,919,843 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,499,264 | BOYAmt |
| EOY | $19,184,286 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,617,817 | BOYAmt |
| EOY | $1,944,375 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,030,151 | BOYAmt |
| EOY | $67,493,393 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,330,070 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,951,121 | BOYAmt |
| EOY | $21,195,969 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,428,423 | BOYAmt |
| EOY | $109,818,023 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,260,804 | BOYAmt |
| EOY | $56,075,158 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,191,397 | BOYAmt |
| EOY | $150,909,803 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,164,246 | BOYAmt |
| EOY | $154,116,859 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,616,447 | BOYAmt |
| EOY | $361,101,820 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $457,044,870 | BOYAmt |
| EOY | $470,919,843 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$10,647,736 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $23,720,001 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,413,108 | 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,554,742 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,713,676 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,500,089 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,272,514 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,024,404 | CurrentTaxYearAmt |
| Total | $51,065,425 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,554,742 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,713,676 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,500,089 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,272,514 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,024,404 | CurrentTaxYearAmt |
| Total | $51,065,425 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,989,260 | SubstantialContributorsTotAmt |
| Public Support Total170 | $47,076,165 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,925,481 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,444,124 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $199,988 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $230,178 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $339,778 | CurrentTaxYearAmt |
| Total | $4,139,549 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $223,641 | CurrentTaxYearMinus3YearsAmt |
| Total | $223,641 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,307,197 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,526,934 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,687,881 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $354,753 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,369,612 | CurrentTaxYearAmt |
| Total | $8,246,377 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $63,674,992 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $623,641,303 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73930 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74290 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY IS TAX EXEMPT AS A SCHOOL UNDER 170(B)(1)(A)(II) AND ALSO MEETS THE PUBLIC SUPPORT TEST UNDER 509(A)(1) CALCULATED IN PART II OF SCHEDULE A. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $298,918 | RevenuesIncludedAmt |
| Assets Included | $5,826,883 | 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 |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $240,701,156 | BeginningYearBalanceAmt |
| Contributions | $6,865,714 | ContributionsAmt |
| Investment Earnings Or Losses | $23,854,468 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,810,478 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,757,467 | OtherExpendituresAmt |
| Administrative Expenses | $1,222,913 | AdministrativeExpensesAmt |
| End Year Balance | $258,630,480 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $229,133,489 | BeginningYearBalanceAmt |
| Contributions | $3,528,612 | ContributionsAmt |
| Investment Earnings Or Losses | $21,941,870 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,905,787 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,841,907 | OtherExpendituresAmt |
| Administrative Expenses | $1,155,121 | AdministrativeExpensesAmt |
| End Year Balance | $240,701,156 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $245,454,444 | BeginningYearBalanceAmt |
| Contributions | $4,130,352 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,353,672 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,015,227 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,195,024 | OtherExpendituresAmt |
| Administrative Expenses | $887,384 | AdministrativeExpensesAmt |
| End Year Balance | $229,133,489 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $236,678,165 | BeginningYearBalanceAmt |
| Contributions | $2,178,723 | ContributionsAmt |
| Investment Earnings Or Losses | $19,990,691 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,815,105 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,390,249 | OtherExpendituresAmt |
| Administrative Expenses | $187,781 | AdministrativeExpensesAmt |
| End Year Balance | $245,454,444 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $222,487,762 | BeginningYearBalanceAmt |
| Contributions | $3,727,322 | ContributionsAmt |
| Investment Earnings Or Losses | $23,482,147 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,601,814 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,012,288 | OtherExpendituresAmt |
| Administrative Expenses | $404,964 | AdministrativeExpensesAmt |
| End Year Balance | $236,678,165 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.09170 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.56900 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.33930 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,655,297 | OtherCostOrOtherBasisAmt |
| Book Value | $8,655,297 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $179,038,270 | OtherCostOrOtherBasisAmt |
| Depreciation | $68,317,824 | DepreciationAmt |
| Book Value | $110,720,446 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,217,407 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,648,919 | DepreciationAmt |
| Book Value | $2,568,488 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,557,835 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,356,759 | DepreciationAmt |
| Book Value | $1,201,076 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,658,545 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,868,269 | DepreciationAmt |
| Book Value | $17,790,276 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $140,935,583 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MULTI-STRATEGY LIMITED PARTNERSHIP INVESTMENT FUND | $250,823,011 | F |
| PRIVATELY POOLED FUNDS | $5,567,325 | F |
| PRIVATE STOCK & PARTNERSHIP INTERESTS | $628,963 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $257,019,299 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES AND TRUSTS PAYABLE | $14,380,269 |
| GOVERNMENT ADVANCES FOR STUDENT LOANS | $6,815,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $21,195,969 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $107,527,880 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $23,720,001 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$49,014,965 | OtherRevenueAmt |
| Revenue Not Reported | -$25,294,964 | RevenueNotReportedAmt |
| Revenue Subtotal | $132,822,844 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,227,944 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$584,418 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $643,526 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $133,466,370 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $93,042,506 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $8,193 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $8,193 | ExpensesNotReportedAmt |
| Expenses Subtotal | $93,034,313 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,227,944 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $49,851,849 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $51,079,793 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $144,114,106 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | WILLAMETTE UNIVERSITY HAS A COLLECTION OF ART AND CULTURAL/HISTORICAL ARTIFACTS THAT CONSISTS OF PAINTINGS, PHOTOGRAPHS, CERAMICS, DRAWINGS, ARCHAEOLOGICAL ARTIFACTS, TEXTILES, SCULPTURES, NATIVE AMERICAN WOVEN BASKETS, AND OTHER MEDIA. THE COLLECTION IS VALUED AT $5,826,883 AND IS HELD IN THE UNIVERSITY ART MUSEUM. THE MUSEUM EXISTS TO SUPPORT THE LIBERAL ARTS CURRICULUM OF WILLAMETTE UNIVERSITY AND TO SERVE AS AN INTELLECTUAL AND CULTURAL RESOURCE FOR THE CITY OF SALEM AND BEYOND, THROUGH THE COLLECTION, PRESERVATION, EXHIBITION AND INTERPRETATION OF HISTORICAL AND CONTEMPORARY ART WITH AN EMPHASIS ON REGIONAL ART. |
| PART V, LINE 4: | THE ENDOWMENT FUNDS HELD BY THE UNIVERSITY ARE USED TO SUPPORT OPERATIONS, INCLUDING FINANCIAL AID, INSTRUCTION AND BUILDINGS. |
| PART X, LINE 2: | FIN 48 (ASC 740) UNCERTAIN TAX POSITIONS FINANCIAL STATEMENT FOOTNOTE - U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES 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 IRS. MANAGEMENT HAS ANALYZED TAX POSITIONS TAKEN BY THE UNIVERSITY AND HAS CONCLUDED AS OF MAY 31, 2018, 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 FISCAL 2014. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SCHOLARSHIPS NETTED WITH REVENUE ON FINANCIAL STATEMENTS -49,788,819. CHANGE IN VALUE OF ANNUITIES AND TRUSTS 773,854. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | UNRELATED BUSINESS INCOME FROM ALTERNATIVE INVESTMENTS -576,225. FUNDRAISING EXPENSES NETTED WITH REVENUE ON 990 -8,193. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES NETTED WITH REVENUE ON 990 8,193. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS NETTED WITH REVENUE ON FINANCIAL STATEMENTS 49,788,819. NONCASH EMPLOYEE BENEFITS NOT INCLUDED ON FINANCIAL STATEMENTS 63,030. |
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 | THE UNIVERSITY'S NON-DISCRIMINATION NOTICE WAS PUBLISHED IN THE OREGONIAN NEWSPAPER ON SEPTEMBER 20, 2017. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES TITLE IV FUNDS FOR FINANCIAL AID PURPOSES, AS WELL AS FEDERAL AND STATE GRANTS FOR FACULTY RESEARCH AND PROGRAMMING PURPOSES. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 1 | 2 | PROGRAM SERVICES | STUDY ABROAD PROGRAM | $834,140 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | GRANTMAKING | STUDY ABROAD PROGRAM | $297,637 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | GRANTMAKING | STUDY ABROAD PROGRAM | $768,412 |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 0 | 0 | GRANTMAKING | STUDY ABROAD PROGRAM | $138,175 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA, FASO, | 0 | 0 | GRANTMAKING | STUDY ABROAD PROGRAM | $16,950 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANTMAKING | STUDY ABROAD PROGRAM | $54,737 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | GRANTMAKING | STUDY ABROAD PROGRAM | $21,063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 2 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Subtotal Spent | $2,131,114 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $2,131,114 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| SCHOLARSHIPS | RUSSIA AND NEIGHBORING STATES | 1 | $21,063 | APPLIED TO STUDENT ACCOUNT TO OFFSET TUITION AND FEES |
| SCHOLARSHIPS | SOUTH AMERICA | 10 | $138,175 | APPLIED TO STUDENT ACCOUNT TO OFFSET TUITION AND FEES |
| SCHOLARSHIPS | SUB-SAHARAN AFRICA | 1 | $16,950 | APPLIED TO STUDENT ACCOUNT TO OFFSET TUITION AND FEES |
| SCHOLARSHIPS | EAST ASIA AND THE PACIFIC | 22 | $297,637 | APPLIED TO STUDENT ACCOUNT TO OFFSET TUITION AND FEES |
| SCHOLARSHIPS | EUROPE (INCLUDING ICELAND & GREENLAND) | 61 | $768,412 | APPLIED TO STUDENT ACCOUNT TO OFFSET TUITION AND FEES |
| SCHOLARSHIPS | MIDDLE EAST AND NORTH AFRICA | 3 | $54,737 | APPLIED TO STUDENT ACCOUNT TO OFFSET TUITION AND FEES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | SCHOLARSHIPS/GRANTS AWARDED TO STUDENTS WHO ARE STUDYING ABROAD ARE APPLIED TO THEIR STUDENT ACCOUNTS. THE SCHOLARSHIPS OFFSET TUITION AND FEES TO REDUCE THE AMOUNT THAT STUDENTS OWE TO THE UNIVERSITY. THUS, THE STUDENTS DO NOT PHYSICALLY RECEIVE THE MONEY. PROCEDURES DO NOT DIFFER FROM THOSE APPLIED TO STUDENTS WHO ARE ATTENDING ON CAMPUS, OTHER THAN VERIFICATION OF PARTICIPATION AND COMPLETION OF THE PROGRAM. THE FOLLOWING ARE THE PROCEDURES FOLLOWED BY THE UNIVERSITY FOR MONITORING THE USE OF SCHOLARSHIP/GRANT FUNDS: THE BUSINESS OFFICE NOTIFIES THE FINANCIAL AID OFFICE OF AMOUNTS AVAILABLE TO AWARD TO STUDENTS EACH ACADEMIC YEAR. THE FINANCIAL AID OFFICE SELECTS RECIPIENTS BASED UPON CRITERIA ESTABLISHED FOR EACH TYPE OF FUNDING. THE FINANCIAL AID OFFICE NOTIFIES THE BUSINESS OFFICE OF EXPENDITURES FOR EACH TERM DURING THE ACADEMIC YEAR. AT YEAR-END, THE FINANCIAL AID OFFICE AND BUSINESS OFFICE RECONCILE ACCOUNTS FOR ALL FUNDS. THE DEVELOPMENT OFFICE PROVIDES ANNUAL REPORTS TO THE DONORS REGARDING THE USE OF DONOR-CONTRIBUTED SCHOLARSHIP FUNDS (ENDOWED OR ANNUALLY FUNDED). |
| PART I, LINE 3: | EXPENDITURES ARE ACCOUNTED FOR UNDER THE ACCRUAL METHOD. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS TO STUDENTS | 2965 | $48,491,845 |
| OTHER STUDENT AWARDS AND PRIZES | 177 | $392,111 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING OF SCHOLARSHIPS - THE BUSINESS OFFICE NOTIFIES THE FINANCIAL AID OFFICE OF AMOUNTS AVAILABLE TO AWARD TO STUDENTS EACH ACADEMIC YEAR. THE FINANCIAL AID OFFICE SELECTS RECIPIENTS BASED UPON CRITERIA ESTABLISHED FOR EACH TYPE OF FUNDING. THE FINANCIAL AID OFFICE NOTIFIES THE BUSINESS OFFICE OF EXPENDITURES FOR EACH TERM DURING THE ACADEMIC YEAR. AT YEAR-END, THE FINANCIAL AID OFFICE AND BUSINESS OFFICE RECONCILE ACCOUNTS FOR ALL FUNDS. THE DEVELOPMENT OFFICE PROVIDES ANNUAL REPORTS TO THE DONORS REGARDING THE USE OF DONOR-CONTRIBUTED SCHOLARSHIP FUNDS (ENDOWED OR ANNUALLY FUNDED). PROCEDURES FOR MONITORING RESEARCH GRANTS - THERE ARE SEVERAL DIFFERENT DEPARTMENTS THAT OFFER RESEARCH GRANTS AT WILLAMETTE. EACH DEPARTMENT HAS DIFFERENT MONITORING PROCEDURES FOR THE USE OF GRANT FUNDS. HOWEVER, THE MONITORING PROCEDURES TYPICALLY INVOLVE THE FOLLOWING: A WRITTEN AND/OR VERBAL REPORT ON THE RESEARCH PROJECT MUST BE SUBMITTED DURING AND/OR AT THE CONCLUSION OF THE PROJECT; RECEIPTS MUST BE SUBMITTED FOR REIMBURSEMENT OF PROJECT EXPENDITURES. FINAL PAYMENT OF GRANT FUNDS IS OFTEN CONTINGENT ON THE AFOREMENTIONED ITEMS. THE DEPARTMENT THAT AWARDS THE GRANTS HANDLES THE RELATED MONITORING OF THOSE GRANT FUNDS. PROCEDURES FOR MONITORING OTHER AWARDS AND PRIZES - AWARD/PRIZE RECIPIENTS ARE DETERMINED BY CRITERIA ESTABLISHED BY THE RESPECTIVE DEPARTMENTS. DEPARTMENTS WORK WITH THE ACCOUNTING OFFICE TO MAKE SURE THAT THE AWARD FUNDS ARE DISBURSED TO THE CORRECT STUDENT OR FACULTY MEMBER. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| 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 | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEPHEN E THORSETT | ||||||||||||||
| PRESIDENT | $422,107 | $0 | $6,649 | $0 | $0 | $0 | $82,418 | $0 | $100,439 | $0 | $611,613 | $0 | $0 | $0 |
| MONICA RIMAI | ||||||||||||||
| SVP FINANCE/TREASURER - 1/5/18 | $241,918 | $0 | $224 | $0 | $0 | $0 | $19,064 | $0 | $8,493 | $0 | $269,699 | $0 | $0 | $0 |
| DANIEL VALLES | ||||||||||||||
| SVP FINANCE/TREASURER | $153,522 | $0 | $310 | $0 | $0 | $0 | $16,037 | $0 | $16,728 | $0 | $186,597 | $0 | $0 | $0 |
| JAMES R BAUER | ||||||||||||||
| VP FOR PLANNING, FACILITIES & EXTERN | $162,353 | $0 | $10,662 | $0 | $0 | $0 | $17,328 | $0 | $48,298 | $0 | $238,641 | $0 | $0 | $0 |
| CURTIS BRIDGEMAN | ||||||||||||||
| DEAN, COLLEGE OF LAW | $252,739 | $0 | $832 | $0 | $0 | $0 | $25,998 | $0 | $23,875 | $0 | $303,444 | $0 | $0 | $0 |
| RUTH FEINGOLD | ||||||||||||||
| DEAN, COLLEGE OF LIBERAL ARTS | $179,268 | $0 | -$285 | $0 | $0 | $0 | $18,500 | $0 | $14,677 | $0 | $212,160 | $0 | $0 | $0 |
| CAROL LONG | ||||||||||||||
| PROVOST AND SENIOR VICE PRESIDENT | $233,084 | $0 | $8,672 | $0 | $0 | $0 | $24,000 | $0 | $18,059 | $0 | $283,815 | $0 | $0 | $0 |
| KENNETH PIFER | ||||||||||||||
| CONTROLLER | $152,737 | $0 | $447 | $0 | $0 | $0 | $15,732 | $0 | $12,726 | $0 | $181,642 | $0 | $0 | $0 |
| EDWARD WHIPPLE | ||||||||||||||
| VICE PRESIDENT FOR STUDENT AFFAIRS | $167,552 | $0 | $6,124 | $0 | $0 | $0 | $17,000 | $0 | $10,744 | $0 | $201,420 | $0 | $0 | $0 |
| SHELBY RADCLIFFE | ||||||||||||||
| VP FOR ADVANCEMENT | $277,752 | $0 | $5,277 | $0 | $0 | $0 | $32,776 | $0 | $8,997 | $0 | $324,802 | $0 | $0 | $0 |
| DEBRA RINGOLD | ||||||||||||||
| DEAN, ATKINSON GRAD SCHOOL | $230,949 | $0 | $11,272 | $0 | $0 | $0 | $23,180 | $0 | $11,340 | $0 | $276,741 | $0 | $0 | $0 |
| SYMEON SYMEONIDES | ||||||||||||||
| PARKS DISTINGUISHED PROFES | $254,054 | $0 | $7,142 | $0 | $0 | $0 | $26,111 | $0 | $17,630 | $0 | $304,937 | $0 | $0 | $0 |
| YVONNE TAMAYO | ||||||||||||||
| PROFESSOR OF LAW, GENERAL COUNSEL | $204,239 | $0 | $2,067 | $0 | $0 | $0 | $17,245 | $0 | $9,107 | $0 | $232,658 | $0 | $0 | $0 |
| NORMAN WILLIAMS | ||||||||||||||
| ASSOCIATE DEAN FOR ACADEMIC AFFAIRS, | $209,978 | $0 | $584 | $0 | $0 | $0 | $21,210 | $0 | $10,057 | $0 | $241,829 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE UNIVERSITY PRESIDENT IS REQUIRED AS A CONDITION OF EMPLOYMENT TO MAINTAIN A PERSONAL RESIDENCE IN A HOUSE PROVIDED BY THE UNIVERSITY. THE HOUSING ARRANGEMENT IS FOR THE CONVENIENCE OF THE UNIVERSITY AND THE HOUSE IS USED FOR UNIVERSITY BUSINESS. THE PRESIDENT FLEW FIRST CLASS ON ONE OCCASION DURING THE 2017-2018 FISCAL YEAR. CLUB MEMBERSHIPS WERE PROVIDED TO THE UNIVERSITY PRESIDENT AND THE DEAN OF THE GRADUATE SCHOOL OF MANAGEMENT AND ARE USED FOR UNIVERSITY BUSINESS MEETINGS. PERSONAL SERVICES CONSIST OF CUSTODIAL SERVICES FOR THE UNIVERSITY-OWNED RESIDENCE OCCUPIED BY THE PRESIDENT. |
| PART I, LINE 1B | ITEMS NOTED IN LINE 1A WERE PROVIDED BASED ON EMPLOYMENT AGREEMENTS WITH THE UNIVERSITY PRESIDENT AND OTHER EMPLOYEES, AND THE UNIVERSITY FOLLOWED THE PROVISIONS OF THESE AGREEMENTS REGARDING PAYMENT/REIMBURSEMENT/ PROVISION OF THESE ITEMS. |
| PART I, LINE 4B | THE EMPLOYMENT AGREEMENT FOR PRESIDENT THORSETT INCLUDES A LONGEVITY BONUS EQUAL TO 10% OF HIS BASE SALARY FOR EACH OF THE FIVE YEARS FOLLOWING JULY 1, 2016, PAYABLE AFTER JUNE 30, 2021. DURING FISCAL YEAR 2017-2018, VICE PRESIDENT FOR ADVANCEMENT SHELBY RADCLIFFE ASSIGNED AN AGREEMENT WHICH PROVIDES A LONGEVITY BONUS EQUAL TO 5% OF HER SALARY, PAYABLE UPON COMPLETION OF 6 YEARS OF FULL SERVICE ENDING ON MAY 31, 2023. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| STATE OF OREGON - OREGON FACILITIES AUTHORITY | ||||||||
| A | 936001787 | 68608JMC2 | 2010-05-06 | $28,540,002 | SEE SCHEDULE K, PART VI | 0 | 0 | 0 |
| STATE OF OREGON - OREGON FACILITIES AUTHORITY | ||||||||
| B | 936001787 | 2016-07-14 | $22,410,000 | SEE SCHEDULE K, PART VI | 0 | 0 | 0 | |
| STATE OF OREGON - OREGON FACILITIES AUTHORITY | ||||||||
| C | 936001787 | 68608JTZ4 | 2016-07-14 | $22,815,181 | SEE SCHEDULE K, PART VI | 0 | 0 | 0 |
| STATE OF OREGON - OREGON FACILITIES AUTHORITY | ||||||||
| D | 936001787 | 2017-10-02 | $7,680,000 | SEE SCHEDULE K, PART VI | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $3,485,000 | $9,100,000 | $28,540,002 | $438,227 | $10,405,304 | $17,696,471 | 2012 | 0 | Yes (1) | Yes (1) | Yes (1) | |
| B | $22,387,590 | $232,892 | $22,154,698 | 0 | Yes (1) | Yes (1) | Yes (1) | |||||
| C | $22,815,181 | $315,181 | $6,910,525 | $12,500,000 | 0 | Yes (1) | 0 | Yes (1) | $3,089,475 | |||
| D | $7,680,000 | $100,000 | $7,580,000 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | Yes (1) | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: STATE OF OREGON - OREGON FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 04/01/2015 |
| SCHEDULE K, PART I, BOND ISSUES: | (A) ISSUER NAME: STATE OF OREGON - OREGON FACILITIES AUTHORITY 5/6/10 (F) DESCRIPTION OF PURPOSE: THE PROCEEDS OF THE SERIES 2010 BONDS WERE USED TO REPAY THE OUTSTANDING LINE OF CREDIT, TO ADVANCE REFUND THE REMAINING BALANCES OF THE SERIES 2004 (ISSUED JUNE 30, 2004) AND SERIES 2005 (ISSUED AUGUST 18, 2005) BONDS, TO PROVIDE FUNDING FOR SEVERAL CAPITAL PROJECTS, AND TO ASSIST WITH OTHER FACILITY UPGRADES AND IMPROVEMENTS. (A) ISSUER NAME: STATE OF OREGON - OREGON FACILITIES AUTHORITY 7/14/16 (F) DESCRIPTION OF PURPOSE: THE PROCEEDS OF THE 2016 SERIES A BONDS WERE USED TO REFUND THE MAJORITY OF THE 2007 SERIES A BONDS. (A) ISSUER NAME: STATE OF OREGON - OREGON FACILITIES AUTHORITY 7/14/16 (F) DESCRIPTION OF PURPOSE: THE PROCEEDS OF THE 2016 SERIES B BONDS WERE USED TO REFUND THE SERIES 2014 BONDS AND TO FUND $10,000,000 IN RESIDENCE HALL UPGRADES. (A) ISSUER NAME: STATE OF OREGON - OREGON FACILITIES AUTHORITY 10/2/17 (F) DESCRIPTION OF PURPOSE: THE PROCEEDS OF THE 2016 SERIES C BONDS WERE USED TO REFUND THE SERIES 2014 BONDS (WHICH CONTAINED THE REMAINING UNPAID BALANCES OF THE SERIES 1994 BONDS) AS WELL AS A PORTION OF THE SERIES 2007 BONDS (WHICH CONTAINED THE REMAINING UNPAID BALANCES OF THE SERIES 1991 BONDS). |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $39,500 | CashGrantAmt |
| Type Of Assistance | SCHOLARSHIP | TypeOfAssistanceTxt |
| Assistance Purpose | TO ASSIST WITH FUNDING WILLAMETTE UNDERGRADUATE EDUCATION | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| RACHEL DEWEY THORSETT | |||
| SEE PART V | $41,515 | EMPLOYMENT | 0 |
| JACQUELINE L BALZER | |||
| SEE PART V | $62,775 | EMPLOYMENT | 0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | (A) NAME OF PERSON: RACHEL DEWEY THORSETT(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:SPOUSE OF OFFICER STEPHEN THORSETT |
| SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | (A) NAME OF PERSON: JACQUELINE L BALZER(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:SPOUSE OF OFFICER MONICA RIMAI |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 30 | ContributionCnt |
| Noncash Contributions Rpt F990 | $149,822 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OPINION OF EXPERTS | MethodOfDeterminingRevenuesTxt |
Art Historical Treasures ArtHistoricalTreasuresGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $127,240 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OPINION OF EXPERTS | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $6,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OPINION OF EXPERTS | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 39 | ContributionCnt |
| Noncash Contributions Rpt F990 | $415,681 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | REPORTED MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | TRUST INTERESTS | 7 | $1,474,179 | OPINION OF EXPERTS |
| Yes (X) | MUSICAL INSTRUMENT | 1 | $8,500 | OPINION OF EXPERTS |
| Yes (X) | MACHINERY | 1 | $7,356 | OPINION OF EXPERTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 6 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | REPRESENTS THE NUMBER OF DONORS WHO MADE CONTRIBUTIONS FOR THE APPLICABLE CATEGORIES. |
| PART I, LINE 33: | $16,944 WAS NOT INCLUDED IN REVENUE BECAUSE NON-ART IN-KIND DONATIONS UNDER $5,000 ARE NOT RECORDED IN GENERAL LEDGER PER POLICY. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | RODERICK WENDT, TRUSTEE, AND STEVEN WYNNE, TRUSTEE, ARE IN A BUSINESS RELATIONSHIP. EVA KRIPALANI, TRUSTEE, AND ELIZABETH LARGE, TRUSTEE, ARE IN A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 AND ITS RELATED SCHEDULES, EXCEPT FOR SCHEDULE B, WERE PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO THE UNIVERSITY FILING THE COMPLETED FORM WITH THE IRS. FORM 990 AND ALL ITS ACCOMPANYING SCHEDULES ARE REVIEWED BY THE CONTROLLER AND THE SENIOR VICE PRESIDENT FOR FINANCE AND ADMINISTRATION, AS WELL AS THE AUDIT COMMITTEE. THE DRAFT FORM 990 (EXCEPT FOR SCHEDULE B) IS POSTED TO A SECURE WEBSITE THAT CAN ONLY BE ACCESSED BY MEMBERS OF THE BOARD OF TRUSTEES. BOARD MEMBERS ARE NOTIFIED VIA E-MAIL THAT FORM 990 IS AVAILABLE TO REVIEW ON THE SECURE WEBSITE. IN ADDITION, THE AUDIT COMMITTEE REVIEWS AND DISCUSSES THE RETURN. AFTER THE FORM HAS BEEN REVIEWED BY ALL NOTED PARTIES IT IS MODIFIED (IF NECESSARY), FINALIZED, AND SUBMITTED TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED AND REVIEWED ANNUALLY TO THOSE WHOM IT APPLIES: OFFICERS, MEMBERS OF THE BOARD OF TRUSTEES AND KEY EMPLOYEES. ALL TRUSTEES, OFFICERS AND KEY EMPLOYEES MUST COMPLETE, SIGN AND RETURN THE POLICY TO THE PRESIDENT OR THE SENIOR VICE PRESIDENT FOR FINANCE AND ADMINISTRATION. THE BOARD'S PROCESS FOR ADDRESSING CONFLICTS OF INTEREST IN ACCORDANCE WITH THE ADOPTED ABOVE-REFERENCED POLICY IS AS FOLLOWS: "IF AN INDIVIDUAL BELIEVES THAT HE OR SHE MAY HAVE A CONFLICT OF INTEREST, THE INDIVIDUAL SHALL PROMPTLY AND FULLY DISCLOSE THE CONFLICT ON A FORM TO THE CHAIRMAN OF THE BOARD OF TRUSTEES OR PRESIDENT, OR THE CHAIR OF ANY COMMITTEE OF THE BOARD CONSIDERING THE MATTER, AND SHALL REFRAIN FROM PARTICIPATING ON BEHALF OF THE UNIVERSITY IN THE MATTER TO WHICH THE CONFLICT RELATES UNTIL THE CONFLICT QUESTION HAS BEEN WAIVED BY VOTE OF THE BOARD OF TRUSTEES OR A COMMITTEE OF THE BOARD AFTER THE MATERIAL FACTS OF THE TRANSACTION AND THE INDIVIDUAL'S INTEREST ARE DISCLOSED OR KNOWN TO THE BOARD OR COMMITTEE OF THE BOARD, OR OTHERWISE RESOLVED IN COMPLIANCE WITH THE OREGON NONPROFIT CORPORATION ACT (ORS CH. 65)." THE BOARD CHAIR, BOARD TREASURER, AND ADMINISTRATIVE SECRETARY TO THE BOARD MONITOR COMPLIANCE ON AN ONGOING BASIS. MONITORING ACTIVITIES MAY INCLUDE REVIEW OF MEETING MINUTES BY THE ADMINISTRATIVE SECRETARY TO IDENTIFY POTENTIAL/DEVELOPING CONFLICTS OR CONFLICTS THAT MAY HAVE ALREADY OCCURRED AND INFORMAL DISCUSSIONS WITH COMMITTEE CHAIRS OR BOARD OFFICERS TO RAISE AWARENESS OF CONFLICTS AND POTENTIAL CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15A | AN AD HOC COMMITTEE OF MEMBERS OF THE BOARD OF TRUSTEES ESTABLISHED THE COMPENSATION FOR THE PRESIDENT OF THE UNIVERSITY. THE COMMITTEE CONSISTED OF THREE MEMBERS WHO DID NOT HAVE A CONFLICT OF INTEREST PER IRS REGULATIONS SECTION 53.4958-6(C)(1)(III). IN ORDER TO ESTABLISH AN APPROPRIATE LEVEL OF COMPENSATION, THE COMMITTEE GATHERED DATA FROM SIMILAR SIZED PRIVATE LIBERAL ARTS COLLEGES LOCATED IN THE NORTHWESTERN UNITED STATES. THE DATA FROM THE SCHOOLS WAS OBTAINED DIRECTLY FROM EACH INSTITUTION. IN ADDITION, A NATIONWIDE REVIEW OF COMPENSATION AS REPORTED ON THE 990'S OF OTHER SIMILAR SIZED PRIVATE LIBERAL ARTS UNIVERSITIES WAS PERFORMED. ONCE THE AMOUNT WAS DECIDED UPON, THE INFORMATION WAS PASSED ON TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SUBSEQUENTLY APPROVED THE COMPENSATION PACKAGE. THE LAST TIME THIS PROCESS WAS UNDERTAKEN BY THE UNIVERSITY WAS IN AUGUST OF 2014. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE UNIVERSITY FILED FOR TAX EXEMPTION BEFORE JULY 15, 1987 AND DID NOT HAVE A COPY OF FORM 1023 ON FILE AT THAT TIME AND IS THEREFORE NOT REQUIRED TO MAKE FORM 1023 PUBLICLY AVAILABLE. THE UNIVERSITY INSTEAD POSTS A COPY OF ITS CURRENT IRS EXEMPTION LETTER ON ITS WEBSITE. |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDITED FINANCIAL STATEMENTS, BYLAWS AND ARTICLES OF INCORPORATION ARE POSTED ON THE UNIVERSITY'S WEBSITE. THE UNIVERSITY'S CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART VII, SECTION A, LINE 1A | THE TREASURER OF THE ORGANIZATION IS NOT CONSIDERED A TRUSTEE BUT IS CONSIDERED A MEMBER OF THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THIS POSITION IS REPORTED AS A DIRECTOR/TRUSTEE ON THE FORM 990 BECAUSE MEMBERS OF THE EXECUTIVE COMMITTEE HAVE THE RIGHT TO VOTE ON CERTAIN BOARD MATTERS. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF ANNUITIES AND TRUSTS 773,854. UNRELATED BUSINESS INCOME FROM ALTERNATIVE INVESTMENTS 576,225. NONCASH EMPLOYEE BENEFITS NOT RECORDED ON FINANCIAL STATEMENTS 63,029. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| WILLAMETTE ANGEL FUND LLC | |||||||||
| 900 STATE STREET | SALEM | OR | 97301 | 271638088 | INVESTMENT | OR | $220,589 | $513,963 | WILLAMETTE UNIVERSITY |
| WILLAMETTE ANGEL FUND CONFERENCE 2010 LLC | |||||||||
| 900 STATE STREET | SALEM | OR | 97301 | 273724001 | INVESTMENT | OR | $0 | $0 | WILLAMETTE ANGEL FUND LLC |
| WILLAMETTE ANGEL FUND CONFERENCE 2011 LLC | |||||||||
| 900 STATE STREET | SALEM | OR | 97301 | 453417723 | INVESTMENT | OR | $0 | $0 | WILLAMETTE ANGEL FUND LLC |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WUE INVESTMENTS HOLDINGS LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 S TRYON STREET SUITE 3500 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331168742 | EIN |
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLOBAL ENDOWMENT MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | EXCLUDED | PredominantIncomeTypeTxt |
| Share Of Total Income | $12,221,200 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $238,741,700 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.99980 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDERMAN TRUSTS (36) | ||||||||
| 900 STATE STREET | SALEM | OR | 97301 | BENEFICIAL INTEREST | OR | N/A | T | 0 |
| ESTATE TRUST (1) | ||||||||
| 900 STATE STREET | SALEM | OR | 97301 | BENEFICIAL INTEREST | OR | N/A | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | 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 | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WUE INVESTMENTS HOLDINGS LP | ||
| S | $2,900,000 | FAIR MARKET VALUE |
| WUE INVESTMENTS HOLDINGS LP | ||
| B | $11,567,945 | FAIR MARKET VALUE |