LEWIS AND CLARK COLLEGE: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LEWIS AND CLARK COLLEGE (EIN 93-0386858)
- Tax period
- 2014-06-01 to 2015-05-31
- Filed
- 2016-04-02
- IRS object ID
- 201610939349300221
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule 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 | 2016-04-02T16:55:54-05:00 | ReturnTs |
| Tax Period End | 2015-05-31 | 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 | 2014-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930386858 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS & CLARK COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEWI | BusinessNameControlTxt |
| Phone | 5037687801 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 0615 SW PALATINE HILL ROAD | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972197899 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN FINN | PersonNm |
| Person Title | VP BUSINESS & FINANCE | PersonTitleTxt |
| Phone | 5037687801 | PhoneNum |
| Signature | 2016-03-31 | 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 | 2016-03-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALAN FINN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 0615 SW PALATINE HILL ROAD | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972197899 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $229,083,162 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LCLARK.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1946 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF LEWIS & CLARK COLLEGE IS TO KNOW THE TRADITIONS OF THE LIBERAL ARTS, TO TEST THEIR BOUNDARIES THROUGH ONGOING EXPLORATION, AND TO HAND ON TO SUCCESSIVE GENERATIONS THE TOOLS AND DISCOVERIES OF THIS QUEST. BY THESE MEANS THE COLLEGE PURSUES THE AIMS OF ALL LIBERAL LEARNING: TO SEEK KNOWLEDGE FOR ITS OWN SAKE AND TO PREPARE FOR CIVIC LEADERSHIP. | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 3033 | TotalEmployeeCnt |
| Total Volunteers | 1767 | TotalVolunteersCnt |
| Total Gross UBI | -$58,988 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$65,476 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,172,762 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,113,068 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $141,935,504 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $147,701,586 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,114,200 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,756,088 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,466,814 | PYOtherRevenueAmt |
| CY Other Revenue | $3,475,118 | CYOtherRevenueAmt |
| PY Total Revenue | $162,689,280 | PYTotalRevenueAmt |
| CY Total Revenue | $171,045,860 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $42,119,970 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $46,856,006 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $70,426,152 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $70,494,651 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,077,123 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $52,671,490 | PYOtherExpensesAmt |
| CY Other Expenses | $52,478,601 | CYOtherExpensesAmt |
| PY Total Expenses | $165,217,612 | PYTotalExpensesAmt |
| CY Total Expenses | $169,829,258 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,528,332 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,216,602 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $442,567,055 | TotalAssetsBOYAmt |
| Total Assets EOY | $443,969,307 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $144,005,178 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $146,301,594 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $298,561,877 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $297,667,713 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF LEWIS & CLARK COLLEGE IS TO KNOW THE TRADITIONS OF THE LIBERAL ARTS, TO TEST THEIR BOUNDARIES THROUGH ONGOING EXPLORATION, AND TO HAND ON TO SUCCESSIVE GENERATIONS THE TOOLS AND DISCOVERIES OF THIS QUEST. BY THESE MEANS THE COLLEGE PURSUES THE AIMS OF ALL LIBERAL LEARNING: TO SEEK KNOWLEDGE FOR ITS OWN SAKE AND TO PREPARE FOR CIVIC LEADERSHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $100,796,439 | ExpenseAmt |
| Grant | $46,823,244 | GrantAmt |
| Revenue | $129,154,134 | RevenueAmt |
| Desc | ACADEMICS: LEWIS & CLARK COLLEGE SUPPORTS ITS EDUCATIONAL MISSION BY PREPARING STUDENTS FOR WORLD CITIZENSHIP THROUGH RIGOROUS CURRICULA AND RICH EXPERIENCES BOTH IN AND OUT OF THE CLASSROOM. THE COLLEGE OF ARTS AND SCIENCES OFFERS 29 MAJORS AND 26 MINORS IN THE SCIENCES, ARTS, HUMANITIES, AND SOCIAL SCIENCES. A STUDENT-FACULTY RATIO OF 12 TO 1 IS PROVIDED FOR A DIVERSE COMMUNITY OF STUDENTS FROM 47 STATES, THE DISTRICT OF COLUMBIA, AND APPROXIMATELY 80 OTHER COUNTRIES. A WIDE RANGE OF OVERSEAS AND OFF-CAMPUS PROGRAMS FORM AN INTEGRAL PART OF THE TOTAL EDUCATIONAL EXPERIENCE AT LEWIS & CLARK. THE COLLEGE IS COMMITTED IN HELPING STUDENTS DEVELOP THE SKILLS TO UNDERSTAND, CREATE, AND CONNECT THEIR EDUCATIONAL EXPERIENCE WITH FUTURE GOALS THROUGH PROGRAMS SUCH AS CAREER COUNSELING, INTERNSHIPS, LEADERSHIP & DEVELOPMENT, AND ENTREPRENEURSHIP PROGRAMS. IN SUPPORT OF ITS ACADEMIC PROGRAMS, LEWIS & CLARK OPERATES WELL-STOCKED LIBRARIES, AWARD-WINNING GREEN BUILDINGS, AND OUTSTANDING ATHLETIC FACILITIES.THE GRADUATE SCHOOL OF EDUCATION AND COUNSELING OFFERS NATIONALLY ACCREDITED PROFESSIONAL PROGRAMS IN A WIDE RANGE OF EDUCATION AND COUNSELING-RELATED FIELDS WITH SCHOLAR-PRACTITIONER FACULTY WHO CONDUCT LEADING RESEARCH IN THEIR ACADEMIC FIELDS, WHILE REMAINING DEEPLY EMBEDDED IN THE REAL NEEDS OF LOCAL COMMUNITIES, AGENCIES, AND INSTITUTIONS. DRAWING STUDENTS FROM ACROSS THE COUNTRY AND INTERNATIONALLY, THE LAW SCHOOL HAS A NATIONAL REACH WITH GRADUATES PRACTICING IN MANY AREAS OF LAW. WITH RIGOROUS CLASSROOM TEACHING AND A WIDE VARIETY OF OPPORTUNITIES TO GAIN PRACTICAL EXPERIENCE, THE LAW SCHOOL'S ENVIRONMENTAL PROGRAM HAS CONSISTENTLY BEEN RANKED AS ONE OF THE BEST IN THE NATION FOR MANY YEARS. ASIDE FROM A TRADITIONAL LAW DEGREE, SPECIAL CERTIFICATES ARE AVAILABLE FOR STUDENTS WHO PURSUE A PRESCRIBED CURRICULUM IN BUSINESS, INTELLECTUAL PROPERTY, TAX, CRIMINAL LAW, GLOBAL LAW, PUBLIC INTEREST LAW, OR ENVIRONMENTAL LAW. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,186,344 | ExpenseAmt |
| Revenue | $160,688 | RevenueAmt |
| Desc | ACADEMIC SUPPORT: LEWIS & CLARK IS COMMITTED TO THE ACADEMIC SUCCESS OF EVERY STUDENT AND CARRIES OUT ITS MISSION THROUGH GIVING EACH STUDENT THE OPPORTUNITY TO DISCOVER THEMSELVES AND THE WORLD THROUGH THE STUDY OF THE ARTS, THE HUMANITIES, AND THE MATHEMATICAL, NATURAL, AND SOCIAL SCIENCES. OVER NINETY-FIVE PERCENT OF FULL TIME FACULTY HOLD A PH.D. OR TERMINAL DEGREE IN THEIR FIELDS. MANY OF OUR FACULTY ARE ACTIVE IN RESEARCH AND SCHOLARSHIPS AND HAVE BEEN TREMENDOUSLY SUCCESSFUL IN SECURING PRESTIGIOUS AWARDS AND APPOINTMENTS INCLUDING FULBRIGHT ALUMNI AMBASSADOR, COUNCIL FOR THE ADVANCEMENT AND SUPPORT OF EDUCATION (CASE) AND THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT FOR TEACHING FOR TEACHER OF YEAR AWARDS. SEVERAL FACULTY MEMBERS HAVE RECENTLY BEEN RECOGNIZED FOR EXCELLENCE IN TEACHING WITH GRAVES AWARDS IN HUMANITIES AND NUMEROUS FACULTY MEMBERS HAVE BEEN AWARDED FELLOWSHIPS TO CONDUCT RESEARCH AND TEACH ABROAD. AN AVERAGE CLASS SIZE OF 17 ALLOWS CLOSE CONTACT BETWEEN PROFESSORS AND STUDENTS AND CREATES OPPORTUNITIES FOR DISCUSSION AND COLLABORATION. APPROXIMATELY 85% OF UNDERGRADUATE STUDENTS RECEIVE FINANCIAL ASSISTANCE THROUGH MERIT-BASED SCHOLARSHIPS, NEED-BASED GRANTS, LOANS, OR CAMPUS EMPLOYMENT.IN THE GRADUATE SCHOOL OF EDUCATION AND COUNSELING, STUDENTS AND FACULTY WORK CLOSELY TOGETHER IN A VARIETY OF CONTEXTS, FROM INTENSIVE FIELD-BASED INTERNSHIPS TO CO-AUTHORING RESEARCH ARTICLES. STUDENTS LEARN NOT ONLY TO BE EXCELLENT PRACTITIONERS, BUT LEADERS AND CHANGE AGENTS. THE LAW SCHOOL FACULTY MAKE THEMSELVES AVAILABLE OUTSIDE OF CLASS FOR MENTORING, AND TO EXPAND ON TOPICS TAUGHT IN CLASSES. IN ADDITION, THE LAW SCHOOL HAS A PROGRAM FOR STUDENTS WHO FEEL THE NEED FOR ACADEMIC SUPPORT DURING LAW SCHOOL, AS WELL AS A PROGRAM DESIGNED TO ENHANCE THE LIKELIHOOD OF BAR PASSAGE UPON GRADUATION. BEYOND ANY SPECIALIZED MAJORS, STUDENTS HONE THEIR ABILITIES AS KNOWLEDGEABLE AND LOGICAL THINKERS, ARTICULATE SPEAKERS, AND EFFECTIVE WRITERS. THE COLLEGE PROVIDES MANY RESOURCES TO SUPPORT STUDENTS. THESE SERVICES RANGE FROM TUTORING AT THE MATH SKILLS CENTER TO SUPPORT FROM ONE OF OUR COUNSELORS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,592,360 | ExpenseAmt |
| Revenue | $2,391,922 | RevenueAmt |
| Desc | STUDENT SERVICES: STUDENT EXPERIENCE IS CRITICAL TO OUR MISSION AND LEWIS & CLARK IS DEDICATED IN SUPPORTING STUDENTS' TRANSITION TO COLLEGE BY ENCOURAGING PERSONAL DEVELOPMENT, PROMOTING CO-CURRICULAR LEARNING, STIMULATING EDUCATIONAL SUCCESS, AND HELPING PREPARE STUDENTS FOR LIFELONG CAREERS. LEWIS & CLARK IS A RESIDENTIAL CAMPUS, LOCATED ON 137 WOODED ACRES IN SOUTHWEST PORTLAND. FIRST AND SECOND YEAR STUDENTS ARE REQUIRED TO LIVE ON CAMPUS AND APPROXIMATELY 65% OF ALL LEWIS & CLARK UNDERGRADUATE STUDENTS LIVE ON CAMPUS. THE COLLEGE PROVIDES A RANGE OF STUDENT SERVICES AND SUPPORT WITH MORE THAN 100 REGISTERED STUDENT-RUN CLUBS AND ORGANIZATIONS. THE DIVISION OF STUDENT LIFE PARTNERS WITH THE UNDERGRADUATE STUDENTS THROUGH THEIR DEVELOPMENT IN ACADEMIC & EXPERIENTIAL LEARNING, CIVIC LEADERSHIP & CAREER DEVELOPMENT, DIVERSITY & INCLUSION, AND WELLNESS. OVER 350 STUDENT-ATHLETES COMPETE IN 19 NCAA DIVISION III SPORTS PROGRAMS OFFERED AT LEWIS & CLARK AND A LARGER NUMBER PARTICIPATE IN OTHER RECREATIONAL ACTIVITIES SUCH AS CLUB AND INTRAMURAL SPORTS.AT THE GRADUATE SCHOOL OF EDUCATION AND COUNSELING, STUDENTS BENEFIT FROM SPECIALIZED SUPPORT IN A RANGE OF AREAS RELATED TO PROFESSIONAL LICENSURE, ENDORSEMENTS, AND OTHER JOB RELATED CREDENTIALS. GIVEN THAT GRADUATES PURSUE POSITIONS FROM PORTLAND TO QATAR, THIS CAN BE A COMPLICATED PROCESS, INVOLVING MANY EXTERNAL AGENCIES AND ORGANIZATIONS. STUDENTS ARE GUIDED THROUGH THE PROCESS AND REQUIREMENTS RELEVANT TO THEIR SPECIFIC GOALS. THE GRADUATE SCHOOL ALSO SPONSORS A VARIETY OF VISITS BY SCHOOL DISTRICTS, MENTAL HEALTH AGENCIES, AND RELATED ORGANIZATIONS TO HELP STUDENTS MAKE CONNECTIONS WITH (AND OFTEN ACTUALLY INTERVIEW WITH) THEIR FUTURE EMPLOYERS.THE CAREER DEVELOPMENT OFFICE WORKS CLOSELY WITH LAW STUDENTS AND PROVIDES SERVICES SUCH AS MAKING MENTORS AVAILABLE TO ALL STUDENTS, MEETING WITH STUDENTS INDIVIDUALLY TO COUNSEL ON CAREER CHOICES, REVIEWING RESUMES, AND TAPING MOCK INTERVIEWS WITH PRACTICING ATTORNEYS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $20,338,108 | ExpenseAmt |
| Grant | $32,762 | GrantAmt |
| Revenue | $2,726,592 | RevenueAmt |
| Desc | OTHER EXPENSES RELATED TO (1) SCHOLARLY RESEARCH, (2) CAMPUS EVENTS FOR THE BENEFIT OF THE LOCAL COMMUNITY AND GENERAL PUBLIC, AND (3) AUXILIARY SERVICES SUCH AS RESIDENCE HALLS, FOOD SERVICE, CAMPUS BOOKSTORE, CONFERENCES AND COMPUTER PURCHASING PROGRAM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $20,338,108 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $32,762 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $2,726,592 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $145,913,251 | 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 | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | 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 | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4373 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3033 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | GM | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 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 | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN FINN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5037687801 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 0615 SW PALATINE HILL ROAD | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972197899 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (53 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| MARK DORMAN | |||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SCOTT DUBCHANSKY | |||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| TONY ABENA | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| AHMED AL BADI | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAN BAISCH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| AMBER CASE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER CHANG | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN DOVER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GERALD FISCHER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES FORMAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHANIE FOWLER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAULA HAYES | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HEIDI HU | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JON JAQUA | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER JAY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| FREDERICK JUBITZ | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOUNI KORHONEN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARILYN LOY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICK MAHAFFY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RANDY MASSENGALE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LIBBY MCCASLIN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| AMY MILLER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BETH MILLER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JIN PARK | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERIC PARSONS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS RASMUSSEN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES RICHARDSON | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN ROGERS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BILL SCHAFF | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RUTH SIGAL | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES SPENCER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KENT SWANSON | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK TRATOS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAY WALDRON | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ADINA FLYNN | |||||||||
| TRUSTEE EX OFFICIO | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CAROL TIMM | |||||||||
| TRUSTEE EX OFFICIO | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARRY GLASSNER | |||||||||
| PRESIDENT, TRUSTEE EX OFFICIO | 45.00 | Yes (X) | Yes (X) | $458,521 | $0 | $35,228 | |||
| HAL ABRAMS | |||||||||
| VP INSTITUTIONAL ADVANCEMENT | 45.00 | Yes (X) | $193,718 | $0 | $31,297 | ||||
| JANE ATKINSON | |||||||||
| VP & PROVOST | 45.00 | Yes (X) | $209,806 | $0 | $29,189 | ||||
| GEORGE BATTISTEL | |||||||||
| ASSOC VP FINANCE / CONTROLLER | 45.00 | Yes (X) | $133,698 | $0 | $22,101 | ||||
| DAVID ELLIS | |||||||||
| VP, SECRETARY, GENERAL COUNSEL | 45.00 | Yes (X) | $205,348 | $0 | $19,421 | ||||
| CARL VANCE | |||||||||
| VP BUSINESS & FINANCE | 45.00 | Yes (X) | $238,068 | $0 | $31,730 | ||||
| EARL FLETCHER | |||||||||
| DEAN OF GRADUATE SCHOOL | 45.00 | $168,297 | $0 | $21,504 | Yes (X) | ||||
| JENNIFER JOHNSON | |||||||||
| DEAN OF LAW SCHOOL | 45.00 | $297,984 | $0 | $25,996 | Yes (X) | ||||
| ROBERT KLONOFF | |||||||||
| DEAN OF LAW SCHOOL | 45.00 | $227,154 | $0 | $34,533 | Yes (X) | ||||
| MICHAEL BLUMM | |||||||||
| PROFESSOR OF LAW | 45.00 | $195,137 | $0 | $28,737 | Yes (X) | ||||
| LYDIA LOREN | |||||||||
| PROFESSOR OF ADVOCACY & ETHICS | 45.00 | $187,552 | $0 | $29,201 | Yes (X) | ||||
| SUSAN MANDIBERG | |||||||||
| PROFESSOR OF LAW | 45.00 | $206,743 | $0 | $29,724 | Yes (X) | ||||
| DOUGLAS NEWELL | |||||||||
| PROFESSOR OF LAW | 45.00 | $181,714 | $0 | $23,311 | Yes (X) | ||||
| NICHOLAS SMITH | |||||||||
| PROFESSOR OF PHILOSOPHY | 45.00 | $203,859 | $0 | $30,046 | Yes (X) | ||||
| JULIO DE PAULA | |||||||||
| FORMER DEAN OF CAS | 45.00 | $185,566 | $0 | $30,542 | Yes (X) | ||||
| JANE HUNTER | |||||||||
| FORMER INTERIM DEAN OF CAS | 45.00 | $130,363 | $0 | $22,250 | Yes (X) | ||||
| GREGORY VOLK | |||||||||
| VP INSTITUTIONAL ADVANCEMENT | 45.00 | $211,466 | $0 | $463 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,634,994 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $445,273 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 89 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|
| COMPASS GROUP USA INC (DBA BON APPETIT) | ||||||||
| 2400 YORKMONT RD | CHARLOTTE | NC | 28217 | CATERING & FOOD SERVICE | $4,676,925 | |||
| FORTIS CONSTRUCTION | ||||||||
| 1705 SW TAYLOR ST | PORTLAND | OR | 97205 | CONSTRUCTION & GENERAL CONTRACTING | $1,936,510 | |||
| SKYLINE BUILDING MAINTENANCE | ||||||||
| 17446 SW BOONES FERRY RD | LAKE OSWEGO | OR | 97035 | HOUSEKEEPING & CUSTODIAL | $1,874,195 | |||
| FOUNDATION FOR INTERNATIONAL EDUCATION | ||||||||
| INTERNATIONAL EDUCATION SERVICES | $752,275 | 114 CROMWELL RD | LONDON | UK | ||||
| CENTER FOR CROSS-CULTURAL STUDY | ||||||||
| 466 MAIN ST | AMHERST | MA | 01002 | INTERNATIONAL EDUCATION SERVICES | $514,600 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 50 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $43,032 | FundraisingAmt |
| All Other Contributions | $9,070,036 | AllOtherContributionsAmt |
| Noncash Contributions | $1,129,320 | NoncashContributionsAmt |
| Total Contributions | $9,113,068 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| TUITION AND FEES | 611600 | $128,619,608 | $128,619,608 | |
| AUXILIARY SERVICES | 900099 | $16,258,651 | $16,258,651 | |
| CONTRACTS/EXCHANGE TRN | 900099 | $2,823,327 | $2,823,327 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $147,701,586 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,159,892 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $51,123 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,108,769 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,464 | TotalRevenueColumnAmt |
| Exclusion | $70,464 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,095,203 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $565,121 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $530,082 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $530,082 | TotalRevenueColumnAmt |
| Exclusion | $530,082 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $66,484,025 | SecuritiesAmt |
| Other | $489,777 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $57,005,839 | SecuritiesAmt |
| Other | $371,767 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,478,186 | SecuritiesAmt |
| Other | $118,010 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,596,196 | TotalRevenueColumnAmt |
| Exclusion | $9,596,196 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $88,857 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $43,032 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $94,575 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,718 | TotalRevenueColumnAmt |
| Exclusion | -$5,718 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,880,290 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,990,401 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$110,111 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,880,290 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $171,045,860 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $134,433,336 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$58,988 | UnrelatedBusinessRevenueAmt |
| Exclusion | $27,558,444 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,762 | TotalAmt |
| Program Services | $32,762 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,823,244 | TotalAmt |
| Program Services | $46,823,244 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,445,640 | TotalAmt |
| Program Services | $897,682 | ProgramServicesAmt |
| Management And General | $1,314,100 | ManagementAndGeneralAmt |
| Fundraising | $233,858 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,534,121 | TotalAmt |
| Program Services | $43,365,774 | ProgramServicesAmt |
| Management And General | $7,386,585 | ManagementAndGeneralAmt |
| Fundraising | $1,781,762 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,752,496 | TotalAmt |
| Program Services | $3,062,965 | ProgramServicesAmt |
| Management And General | $568,619 | ManagementAndGeneralAmt |
| Fundraising | $120,912 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,797,858 | TotalAmt |
| Program Services | $6,146,990 | ProgramServicesAmt |
| Management And General | $1,434,896 | ManagementAndGeneralAmt |
| Fundraising | $215,972 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,964,536 | TotalAmt |
| Program Services | $3,170,830 | ProgramServicesAmt |
| Management And General | $652,938 | ManagementAndGeneralAmt |
| Fundraising | $140,768 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,865 | TotalAmt |
| Program Services | $17,271 | ProgramServicesAmt |
| Management And General | $51,553 | ManagementAndGeneralAmt |
| Fundraising | $2,041 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,600 | TotalAmt |
| Management And General | $116,600 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $822,830 | TotalAmt |
| Management And General | $822,830 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,038,500 | TotalAmt |
| Program Services | $8,148,981 | ProgramServicesAmt |
| Management And General | $2,834,857 | ManagementAndGeneralAmt |
| Fundraising | $54,662 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,486 | TotalAmt |
| Program Services | $69,114 | ProgramServicesAmt |
| Management And General | $38,996 | ManagementAndGeneralAmt |
| Fundraising | $13,376 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,291,934 | TotalAmt |
| Program Services | $3,165,075 | ProgramServicesAmt |
| Management And General | $1,866,168 | ManagementAndGeneralAmt |
| Fundraising | $260,691 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,668,987 | TotalAmt |
| Program Services | $300,059 | ProgramServicesAmt |
| Management And General | $1,341,341 | ManagementAndGeneralAmt |
| Fundraising | $27,587 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,957,256 | TotalAmt |
| Program Services | $1,570,442 | ProgramServicesAmt |
| Management And General | $1,386,814 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,930,814 | TotalAmt |
| Program Services | $2,966,581 | ProgramServicesAmt |
| Management And General | $764,955 | ManagementAndGeneralAmt |
| Fundraising | $199,278 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,519 | TotalAmt |
| Program Services | $230,201 | ProgramServicesAmt |
| Management And General | $76,563 | ManagementAndGeneralAmt |
| Fundraising | $8,755 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,842,125 | TotalAmt |
| Program Services | $4,823,395 | ProgramServicesAmt |
| Management And General | $3,018,730 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,639,683 | TotalAmt |
| Program Services | $5,401,260 | ProgramServicesAmt |
| Management And General | $2,238,423 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,180,847 | TotalAmt |
| Program Services | $1,803,994 | ProgramServicesAmt |
| Management And General | $376,853 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OVERSEAS PROGRAMS | $5,348,286 | $5,348,286 | ||
| LIBRARY BOOKS/MATERIALS | $1,683,919 | $1,683,569 | $350 | |
| DUES & SUBSCRIPTIONS | $527,464 | $227,360 | $282,954 | $17,150 |
| ACADEMIC AWARDS | $263,339 | $253,689 | $9,650 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $658,147 | TotalAmt |
| Program Services | $6,403,727 | ProgramServicesAmt |
| Management And General | -$5,745,891 | ManagementAndGeneralAmt |
| Fundraising | $311 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,829,258 | TotalAmt |
| Program Services | $145,913,251 | ProgramServicesAmt |
| Management And General | $20,838,884 | ManagementAndGeneralAmt |
| Fundraising | $3,077,123 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,997,844 | BOYAmt |
| EOY | $6,324,906 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,084,538 | BOYAmt |
| EOY | $4,545,386 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,708 | BOYAmt |
| EOY | $335,321 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,918,943 | BOYAmt |
| EOY | $7,425,780 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,264,716 | BOYAmt |
| EOY | $2,024,738 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $294,390,484 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $115,288,550 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,001,055 | BOYAmt |
| EOY | $179,101,934 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,811,529 | BOYAmt |
| EOY | $153,653,304 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,538,942 | BOYAmt |
| EOY | $89,769,493 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $789,780 | BOYAmt |
| EOY | $788,445 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $442,567,055 | BOYAmt |
| EOY | $443,969,307 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,793,948 | BOYAmt |
| EOY | $15,254,021 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,744,833 | BOYAmt |
| EOY | $4,312,059 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,157,411 | BOYAmt |
| EOY | $108,173,971 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,308,986 | BOYAmt |
| EOY | $18,561,543 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,005,178 | BOYAmt |
| EOY | $146,301,594 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,724,758 | BOYAmt |
| EOY | $98,123,761 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,255,166 | BOYAmt |
| EOY | $83,061,508 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,581,953 | BOYAmt |
| EOY | $116,482,444 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,561,877 | BOYAmt |
| EOY | $297,667,713 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $442,567,055 | BOYAmt |
| EOY | $443,969,307 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,216,602 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$937,283 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,173,483 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $23 | RevenuesIncludedAmt |
| Assets Included | $2,562,692 | 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 |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $224,361,159 | BeginningYearBalanceAmt |
| Contributions | $6,051,675 | ContributionsAmt |
| Investment Earnings Or Losses | $8,503,018 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,388,967 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,772,978 | OtherExpendituresAmt |
| Administrative Expenses | $811,068 | AdministrativeExpensesAmt |
| End Year Balance | $224,942,839 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $211,207,498 | BeginningYearBalanceAmt |
| Contributions | $3,305,908 | ContributionsAmt |
| Investment Earnings Or Losses | $22,797,108 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,883,202 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,185,529 | OtherExpendituresAmt |
| Administrative Expenses | $880,624 | AdministrativeExpensesAmt |
| End Year Balance | $224,361,159 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $182,270,213 | BeginningYearBalanceAmt |
| Contributions | $5,277,987 | ContributionsAmt |
| Investment Earnings Or Losses | $35,518,359 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,536,701 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,494,044 | OtherExpendituresAmt |
| Administrative Expenses | $828,316 | AdministrativeExpensesAmt |
| End Year Balance | $211,207,498 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $204,141,206 | BeginningYearBalanceAmt |
| Contributions | $12,312,337 | ContributionsAmt |
| Investment Earnings Or Losses | -$21,017,256 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,657,013 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,579,256 | OtherExpendituresAmt |
| Administrative Expenses | $929,805 | AdministrativeExpensesAmt |
| End Year Balance | $182,270,213 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $179,309,669 | BeginningYearBalanceAmt |
| Contributions | $1,537,363 | ContributionsAmt |
| Investment Earnings Or Losses | $34,281,838 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,949,546 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,280,261 | OtherExpendituresAmt |
| Administrative Expenses | $757,857 | AdministrativeExpensesAmt |
| End Year Balance | $204,141,206 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.20000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.48000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.32000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,865,336 | OtherCostOrOtherBasisAmt |
| Book Value | $17,865,336 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $210,088,735 | OtherCostOrOtherBasisAmt |
| Depreciation | $68,014,898 | DepreciationAmt |
| Book Value | $142,073,837 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,710,609 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,702,432 | DepreciationAmt |
| Book Value | $7,008,177 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,165,574 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,571,220 | DepreciationAmt |
| Book Value | $7,594,354 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,560,230 | OtherCostOrOtherBasisAmt |
| Book Value | $4,560,230 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $179,101,934 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $89,245,325 | F |
| REAL ESTATE AND OTHER | $524,168 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $89,769,493 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| SPLIT INTEREST AGREEMENTS | $785,981 |
| US GOVT GRANTS REFUNDABLE | $6,170,181 |
| INTEREST RATE SWAPS LIABILITY | $10,713,046 |
| CAPITAL LEASE PAYABLE | $892,335 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $18,561,543 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $122,662,010 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$937,283 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$48,216,374 | OtherRevenueAmt |
| Revenue Not Reported | -$49,153,657 | RevenueNotReportedAmt |
| Revenue Subtotal | $171,815,667 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$769,807 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$769,807 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $171,045,860 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $123,556,174 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $550,160 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $550,160 | ExpensesNotReportedAmt |
| Expenses Subtotal | $123,006,014 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $46,823,244 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $46,823,244 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $169,829,258 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | DESCRIPTION OF COLLEGE'S COLLECTIONS - PAINTINGS, SCULPTURES AND OTHER WORKS OF ART FOR PUBLIC EXHIBITION AND CAMPUS BEAUTIFICATION; POETRY, LITERARY COLLECTIONS, PHOTOGRAPHS, MEMORABILIA, NEWSPAPERS, JOURNALS, CORRESPONDENCE AND RESEARCH NOTES HELD FOR HISTORICAL PRESERVATION AND EDUCATIONAL RESEARCH PURPOSES. |
| PART V, LINE 4: | INTENDED USE OF COLLEGE'S ENDOWMENT FUNDS - TO PROVIDE FUNDING FOR STUDENT SCHOLARSHIPS AND TUITION ASSISTANCE, AND TO PROVIDE FINANCIAL SUPPORT AND STABILITY FOR INSTITUTIONAL PROGRAMS. |
| PART X, LINE 2: | FIN 48 (ASC 740) UNCERTAIN TAX POSITIONS FOOTNOTE - THE COLLEGE RECOGNIZES INTEREST ACCRUED AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AS AN ADMINISTRATIVE EXPENSE. DURING THE YEARS ENDED MAY 31, 2015 AND 2014, THE COLLEGE RECOGNIZED NO INTEREST AND PENALTIES. THE COLLEGE HAD NO UNRECOGNIZED TAX BENEFITS AT MAY 31, 2015 AND 2014. THE COLLEGE FILES AN EXEMPT ORGANIZATION INCOME TAX RETURN AND AN UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND UNRELATED BUSINESS INCOME TAX RETURNS IN VARIOUS STATE JURISDICTIONS. WITH FEW EXCEPTIONS, THE COLLEGE IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE/LOCAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2011. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | UNREALIZED GAIN/LOSS ON INTEREST RATE SWAPS -1,365,795. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -26,000. SCHOLARSHIPS & FELLOWSHIPS NETTED WITH REVENUE ON FINANCIAL STATEMENTS -46,823,244. CHANGE IN VALUE OF REAL ESTATE HELD FOR SALE -1,335. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES NETTED WITH REVENUE ON 990 -565,121. FUNDRAISING EVENT EXPENSES NETTED WITH REVENUE ON 990 -94,575. UNRELATED BUSINESS INCOME FROM ALTERNATIVE INVESTMENTS -110,111. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES NETTED WITH REVENUE ON 990 565,121. FUNDRAISING EVENT EXPENSES NETTED WITH REVENUE ON 990 94,575. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -109,536. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS & FELLOWSHIPS NETTED WITH REVENUE ON FINANCIAL STATEMENTS 46,823,244. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | LEWIS & CLARK COLLEGE INCLUDES A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY TOWARDS STUDENTS IN ALL DOCUMENTED AND CIRCULATED SOLICITATIONS FOR REGISTRATION. IN ADDITION, DUE TO THE SIZE OF THE SCHOOL, ITS GEOGRAPHIC ALLOCATION, AND THE COMMUNITY IT SERVES, THE NON-DISCRIMINATION POLICY AND RACIAL COMPOSITION OF THE STUDENT BODY IS WELL-KNOWN TO ALL SEGMENTS OF THE GENERAL COMMUNITY SERVED. |
| SCHEDULE E, PART I, LINE 6 | ALL FEDERAL GRANT OPERATIONS OF LEWIS & CLARK COLLEGE ARE INCLUDED IN AN AUDIT OF FEDERAL AWARDS PERFORMED IN ACCORDANCE WITH U.S. OFFICE OF MANAGEMENT AND BUDGET CIRCULAR A-133, COMPLIANCE SUPPLEMENT FOR AUDITS OF HIGHER LEARNING, AND OTHER NON-PROFIT INSTITUTIONS, INCLUDING TITLE IV PROGRAMS, U.S. DEPARTMENT OF EDUCATION, NATIONAL SCIENCE FOUNDATION, AND NATIONAL INSTITUTE OF HEALTH. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 3 | PROGRAM SERVICESPROGRAM SERVICES | STUDY ABROAD PROGRAMS FOR UNDERGRADUATE STUDENTS | $183,931 |
| EAST ASIA AND THE PACIFIC | 0 | 9 | PROGRAM SERVICES | STUDY ABROAD PROGRAMS FOR UNDERGRADUATE STUDENTS | $1,864,253 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 10 | PROGRAM SERVICES | STUDY ABROAD PROGRAMS FOR UNDERGRADUATE STUDENTS | $2,497,168 |
| RUSSIA AND NEIGHBORING STATES | 0 | 2 | PROGRAM SERVICES | STUDY ABROAD PROGRAMS FOR UNDERGRADUATE STUDENTS | $53,476 |
| SOUTH AMERICA | 0 | 3 | PROGRAM SERVICES | STUDY ABROAD PROGRAMS FOR UNDERGRADUATE STUDENTS | $404,487 |
| SOUTH ASIA | 0 | 2 | PROGRAM SERVICESPROGRAM SERVICES | STUDY ABROAD PROGRAMS FOR UNDERGRADUATE STUDENTS | $103 |
| SUB-SAHARAN AFRICA | 0 | 3 | PROGRAM SERVICES | STUDY ABROAD PROGRAMS FOR UNDERGRADUATE STUDENTS | $98,530 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 2 | PROGRAM SERVICES | STUDY ABROAD PROGRAMS FOR UNDERGRADUATE STUDENTS | $210,224 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $66,702,000 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $7,310,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 34 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 34 | TotalEmployeeCnt |
| Subtotal Spent | $5,312,172 | SubtotalSpentAmt |
| Continuation Spent | $74,012,000 | ContinuationSpentAmt |
| Total Spent | $79,324,172 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F PART IV, FOREIGN FORMS: | FormAndLineReferenceDesc |
| Explanation | SOME QUESTIONS REGARDING OWNERSHIP OF OR TRANSFERS TO FOREIGN ENTITIES HAVE BEEN ANSWERED YES DUE TO THE COLLEGE'S DIRECT AND INDIRECT OWNERSHIP OF FOREIGN ENTITIES THROUGH VARIOUS ALTERNATIVE INVESTMENTS. ONLY FORMS 926, 8621 AND 8865 REFERENCED IN PART IV WERE REQUIRED TO BE FILED BY THE COLLEGE. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PILP AUCTION | Event1Nm |
| Gross Receipts Event1 | $100,085 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $20,204 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $79,881 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $20,287 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $3,095 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $41,787 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $6,148 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $31,804 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $22,828 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $8,976 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $1,070 | CashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $11,868 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $6,004 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $4,316 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $131,889 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $43,032 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $88,857 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,070 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $32,155 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $9,099 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $41,787 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $10,464 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $94,575 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$5,718 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| GRANTS AND SCHOLARSHIPS FOR UNDERGRADUATE STUDENTS | 3630 | $39,358,558 |
| SCHOLARSHIPS AND FELLOWSHIPS FOR LAW SCHOOL STUDENTS | 549 | $7,206,645 |
| SCHOLARSHIPS FOR GRADUATE SCHOOL STUDENTS | 122 | $258,041 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ASSISTANCE IS GIVEN TO INDIVIDUALS IN THE FORM OF CREDITS TOWARD THE COST OF TUITION, AND A RECORD OF THE ASSISTANCE PROVIDED IS RECORDED IN SEPARATE ACCOUNTS MAINTAINED FOR EACH STUDENT/RECIPIENT. | 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 (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARRY GLASSNER | ||||||||||||||
| PRESIDENT, TRUSTEE EX OFFICIO | $418,521 | $0 | $40,000 | $0 | $0 | $0 | $23,400 | $0 | $11,828 | $0 | $493,749 | $0 | $0 | $0 |
| HAL ABRAMS | ||||||||||||||
| VP INSTITUTIONAL ADVANCEMENT | $188,718 | $0 | $5,000 | $0 | $0 | $0 | $17,640 | $0 | $13,657 | $0 | $225,015 | $0 | $0 | $0 |
| JANE ATKINSON | ||||||||||||||
| VP & PROVOST | $202,306 | $0 | $7,500 | $0 | $0 | $0 | $18,494 | $0 | $10,695 | $0 | $238,995 | $0 | $0 | $0 |
| GEORGE BATTISTEL | ||||||||||||||
| ASSOC VP FINANCE / CONTROLLER | $133,698 | $0 | $0 | $0 | $0 | $0 | $12,206 | $0 | $9,895 | $0 | $155,799 | $0 | $0 | $0 |
| DAVID ELLIS | ||||||||||||||
| VP, SECRETARY, GENERAL COUNSEL | $197,848 | $0 | $7,500 | $0 | $0 | $0 | $17,667 | $0 | $1,754 | $0 | $224,769 | $0 | $0 | $0 |
| CARL VANCE | ||||||||||||||
| VP BUSINESS & FINANCE | $228,068 | $0 | $10,000 | $0 | $0 | $0 | $20,900 | $0 | $10,830 | $0 | $269,798 | $0 | $0 | $0 |
| EARL FLETCHER | ||||||||||||||
| DEAN OF GRADUATE SCHOOL | $163,297 | $0 | $5,000 | $0 | $0 | $0 | $14,704 | $0 | $6,800 | $0 | $189,801 | $0 | $0 | $0 |
| JENNIFER JOHNSON | ||||||||||||||
| DEAN OF LAW SCHOOL | $297,984 | $0 | $0 | $0 | $0 | $0 | $23,400 | $0 | $2,596 | $0 | $323,980 | $0 | $0 | $0 |
| ROBERT KLONOFF | ||||||||||||||
| DEAN OF LAW SCHOOL | $227,154 | $0 | $0 | $0 | $0 | $0 | $20,748 | $0 | $13,785 | $0 | $261,687 | $0 | $0 | $0 |
| MICHAEL BLUMM | ||||||||||||||
| PROFESSOR OF LAW | $195,137 | $0 | $0 | $0 | $0 | $0 | $15,134 | $0 | $13,603 | $0 | $223,874 | $0 | $0 | $0 |
| LYDIA LOREN | ||||||||||||||
| PROFESSOR OF ADVOCACY & ETHICS | $187,552 | $0 | $0 | $0 | $0 | $0 | $15,954 | $0 | $13,247 | $0 | $216,753 | $0 | $0 | $0 |
| SUSAN MANDIBERG | ||||||||||||||
| PROFESSOR OF LAW | $206,743 | $0 | $0 | $0 | $0 | $0 | $18,996 | $0 | $10,728 | $0 | $236,467 | $0 | $0 | $0 |
| DOUGLAS NEWELL | ||||||||||||||
| PROFESSOR OF LAW | $181,714 | $0 | $0 | $0 | $0 | $0 | $16,237 | $0 | $7,074 | $0 | $205,025 | $0 | $0 | $0 |
| NICHOLAS SMITH | ||||||||||||||
| PROFESSOR OF PHILOSOPHY | $203,859 | $0 | $0 | $0 | $0 | $0 | $16,739 | $0 | $13,307 | $0 | $233,905 | $0 | $0 | $0 |
| JULIO DE PAULA | ||||||||||||||
| FORMER DEAN OF CAS | $185,566 | $0 | $0 | $0 | $0 | $0 | $17,157 | $0 | $13,385 | $0 | $216,108 | $0 | $0 | $0 |
| JANE HUNTER | ||||||||||||||
| FORMER INTERIM DEAN OF CAS | $130,363 | $0 | $0 | $0 | $0 | $0 | $11,982 | $0 | $10,268 | $0 | $152,613 | $0 | $0 | $0 |
| GREGORY VOLK | ||||||||||||||
| VP INSTITUTIONAL ADVANCEMENT | $211,466 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $463 | $0 | $211,929 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE COLLEGE PAYS MEMBERSHIP DUES TO LOCAL SOCIAL CLUBS FOR THE PRESIDENT, THE DEAN OF THE LAW SCHOOL AND THE VICE PRESIDENT FOR INSTITUTIONAL ADVANCEMENT. THE BENEFIT IS NOT TREATED AS TAXABLE COMPENSATION AS THERE IS A BONA FIDE BUSINESS PURPOSE TO MEMBERSHIP IN THESE CLUBS, AS THE CLUBS ARE USED FOR MEETINGS AND NETWORKING RELATING TO COLLEGE BUSINESS. ANY MEALS OR OTHER ACTIVITIES WHICH THE OFFICER DEEMS TO BE FOR HIS/HER OWN PERSONAL USE ARE TREATED AS TAXABLE COMPENSATION TO HIM/HER. ALSO, EXPENSES ARE REIMBURSED TO THE COLLEGE PRESIDENT FOR SPOUSAL TRAVEL. WHEN SUCH TRAVEL IS NOT FOR BONA FIDE BUSINESS PURPOSES THE REIMBURSEMENTS ARE TREATED AS TAXABLE COMPENSATION. A NON-TAXABLE HOUSING BENEFIT IS PROVIDED TO THE COLLEGE PRESIDENT. |
| PART I, LINE 4A | GREGORY VOLK TERMINATED EMPLOYMENT 8/20/12 AND IS RECEIVING SEVERANCE PAYMENTS IN THE AMOUNT OF $26,433 PER MONTH THROUGH AUGUST 2014. SUCH PAYMENTS MADE DURING THE CALENDAR YEAR 2014 AND THE FISCAL PERIOD ENDED 5/31/15 WERE $211,466 AND $79,299, RESPECTIVELY. |
| PART I, LINE 7 | ANNUAL BONUS PAYMENTS WERE MADE TO CERTAIN OFFICERS OF THE ORGANIZATION. THE BOARD OF TRUSTEES COMPENSATION COMMITTEE APPROVED THE PRESIDENT'S BONUS, WHILE OTHER BONUS PAYMENTS WERE APPROVED BY THE PRESIDENT. THE PAYMENTS WERE BASED UPON THE INDIVIDUAL OFFICER'S PERFORMANCE AND GENERAL FINANCIAL CONDITION OF THE ORGANIZATION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STATE OF OREGON - OREGON FACILITIES AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 936001787 | BondIssuerEIN |
| CUSIP | 68608JNN7 | CUSIPNum |
| Bond Issued | 2011-03-01 | BondIssuedDt |
| Issue Price | $108,610,000 | IssuePriceAmt |
| Purpose | REFUNDING OUTSTANDING BONDS, FINANCE CONSTRUCTION COSTS OF RESIDENCE HALL | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $108,104,970 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $1,150,875 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $11,013,218 | CapitalExpendituresAmt |
| Other Spent Proceeds | $95,450,000 | OtherSpentProceedsAmt |
| Unspent | $491,221 | UnspentAmt |
| Substantial Completion | 2012 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
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: 05/31/2015 |
| SCHEDULE K, PART II, PROCEEDS, LINE 3: | EXPLANATION FOR DIFFERENCE BETWEEN PART II, LINE 3 AND ISSUE PRICE IN PART I: BOND DISCOUNT $505,030 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $158 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | EXPERT OPINION | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $65 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST/COMPARABLE SALE | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,388 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST/COMPARABLE SALE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 37 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,065,470 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,823 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | EXPERT OPINION | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SUPPLIES | 398 | $39,425 | COST/COMPARABLE SALE |
| Yes (X) | MISCELLANEOUS | 15 | $8,761 | COST/COMPARABLE SALE |
| Yes (X) | EQUIPMENT | 16 | $2,530 | COST/COMPARABLE SALE |
| Yes (X) | MUSICAL INSTRUMENTS | 2 | $1,700 | EXPERT OPINION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE NUMBER REPORTED REPRESENTS THE NUMBER OF CONTRIBUTIONS OF EACH TYPE OF ITEM. |
| PART I, LINE 32B: | SALES OF NON-CASH CONTRIBUTIONS (OTHER THAN PUBLICLY TRADED SECURITIES) HAPPEN VERY INFREQUENTLY, BUT TYPICALLY AN INDEPENDENT AUCTIONEER OR OTHER EXPERT IS HIRED TO ASSIST IN THE SALE OF ITEMS WHICH ARE OF SIGNIFICANT VALUE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 1. SUBJECT TO POSSIBLE DELAYS DUE TO THE RECEIPT OF K-1'S, THE AUDIT COMMITTEE WILL MEET EACH YEAR PRIOR TO THE FEBRUARY MEETING OF THE BOARD OF TRUSTEES TO REVIEW THE FORM 990. 2. TWO WEEKS PRIOR TO THIS AUDIT COMMITTEE MEETING THE BUSINESS OFFICE WILL FORWARD THE ELECTRONIC PUBLIC VERSION OF THE FORM 990 TO THE AUDIT COMMITTEE FOR REVIEW. 3. AT THE AUDIT COMMITTEE MEETING THE COMMITTEE WILL RECEIVE A NUMBERED PRINTED COPY OF THE SCHEDULE B DONORS, WHICH WILL SHOW ON THE FILED VERSION OF THE FORM 990. THE COMMITTEE WILL REVIEW THE COMPLETE FORM 990 AND HAVE THE ABILITY TO ASK QUESTIONS OF THE ADMINISTRATION AND THE COLLEGE'S AUDITORS. 4. THE NUMBERED PRINTED COPY OF THE LIST OF THE SCHEDULE B DONORS WILL BE COLLECTED AT THE END OF THE AUDIT COMMITTEE MEETING. 5. FOLLOWING THE AUDIT COMMITTEE MEETING AND TWO WEEKS PRIOR TO THE FEBRUARY MEETING OF THE BOARD OF TRUSTEES THE ELECTRONIC VERSION OF THE PUBLIC FORM 990 WILL BE SENT TO EACH TRUSTEE. TRUSTEES WILL HAVE THE ABILITY TO ASK QUESTIONS REGARDING THE FORM 990 BY EMAIL OR AT THE FINANCE COMMITTEE MEETING DURING THE FEBRUARY BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ANNUALLY ALL MEMBERS OF THE BOARD OF TRUSTEES ARE ASKED TO SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT. IF CONFLICTS ARE DISCLOSED THE CONFLICT MUST BE DISCLOSED TO THE FULL BOARD, AND ANY TRUSTEE WITH A CONFLICT MUST BE PRECLUDED FROM TAKING ACTION ON ITEMS OF BUSINESS FOR WHICH THEY MAY HAVE A CONFLICT. STATEMENTS ARE COLLECTED BY THE SECRETARY TO THE BOARD ANNUALLY. ANNUALLY EACH OFFICER OF THE COLLEGE IS REQUIRED TO REVIEW THE COLLEGE'S CODE OF ETHICS, WHICH INCLUDES OUR CONFLICT OF INTEREST POLICY, AND ACKNOWLEDGE COMPLIANCE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES IS AN INDEPENDENT BOARD. THE BOARD HAS A COMPENSATION COMMITTEE THAT ANNUALLY SETS THE COMPENSATION OF THE PRESIDENT AND REVIEWS THE COMPENSATION FOR OTHER SENIOR EXECUTIVES. COMPENSATION IS REGULARLY ADJUSTED ON SEPTEMBER 1 OF EACH YEAR. THE COMPENSATION COMMITTEE REVIEWED AND COMPARED THE PRESIDENT'S COMPENSATION PACKAGE WITH PEER INSTITUTIONS. BASED ON THAT DATA AND THEIR ASSESSMENT OF THE PRESIDENT'S PERFORMANCE THE COMPENSATION COMMITTEE SET THE PRESIDENT'S COMPENSATION FOR THE 2014-2015 ACADEMIC YEAR. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS MADE AVAILABLE TO THE PUBLIC ON THE COLLEGE'S WEBSITE AND UPON REQUEST. IN LIEU OF FORM 1023, A LETTER FROM THE IRS DATED 6/3/2002 ACKNOWLEDGING THE ORGANIZATION'S TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE IS MADE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS (CORPORATE BY-LAWS) AND THE AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 83,536. UNREALIZED GAIN/LOSS ON INTEREST RATE SWAPS -1,365,795. UNRELATED BUSINESS INCOME FROM ALTERNATIVE INVESTMENTS 110,111. CHANGE IN VALUE OF REAL ESTATE HELD FOR SALE -1,335. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (10) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 0615 SW PALATINE HILL ROAD | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHARITABLE REMAINDER TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS & CLARK COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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