WHITMAN COLLEGE BOARD OF TRUSTEES: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WHITMAN COLLEGE BOARD OF TRUSTEES (EIN 91-0567740)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-12
- IRS object ID
- 201631339349305493
- 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 C
- 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 | 2016-05-12T17:01:38-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910567740 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Board of Trustees of Whitman College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOAR | BusinessNameControlTxt |
| Phone | 5095275592 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Boyer Ave | AddressLine1Txt |
| City | Walla Walla | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 993622067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Peter Harvey | PersonNm |
| Person Title | Treasurer & CFO | PersonTitleTxt |
| Signature | 2016-05-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kathleen Murray | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Boyer Ave | AddressLine1Txt |
| City | Walla Walla | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 993622067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $206,167,561 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.whitman.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1859 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | The mission of Whitman College is to provide an excellent, well-rounded liberal arts and sciences undergraduate education. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 1978 | TotalEmployeeCnt |
| Total Volunteers | 923 | TotalVolunteersCnt |
| Total Gross UBI | -$141,377 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$167,831 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,682,083 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,338,314 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $78,137,607 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $79,568,572 | CYProgramServiceRevenueAmt |
| PY Investment Income | $71,850,710 | PYInvestmentIncomeAmt |
| CY Investment Income | $22,706,686 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,731,006 | PYOtherRevenueAmt |
| CY Other Revenue | $1,099,424 | CYOtherRevenueAmt |
| PY Total Revenue | $169,401,406 | PYTotalRevenueAmt |
| CY Total Revenue | $118,712,996 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $23,502,386 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $23,074,951 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $44,144,148 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $45,037,318 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,117,757 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $28,639,331 | PYOtherExpensesAmt |
| CY Other Expenses | $41,662,801 | CYOtherExpensesAmt |
| PY Total Expenses | $96,285,865 | PYTotalExpensesAmt |
| CY Total Expenses | $109,775,070 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $73,115,541 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,937,926 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $719,036,562 | TotalAssetsBOYAmt |
| Total Assets EOY | $725,577,760 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $100,457,417 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $98,910,643 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $618,579,145 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $626,667,117 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of Whitman College is to provide an excellent, well-rounded liberal arts and sciences undergraduate education. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $13,258,569 | ExpenseAmt |
| Revenue | $8,498,624 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES: 765 STUDENTS IN COLLEGE-PROVIDED HOUSING, 709 STUDENTS IN COLLEGE-PROVIDED BOARD PLANS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $51,376,590 | ExpenseAmt |
| Revenue | $71,069,948 | RevenueAmt |
| Desc | ACADEMIC INSTRUCTION, SUPPORT AND OTHER PROGRAMS: 1,498 FULL TIME EQUIVALENT STUDENTS, 374 GRADUATES | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $23,074,951 | ExpenseAmt |
| Grant | $23,074,951 | GrantAmt |
| Desc | INSTITUTIONAL FINANCIAL AID 1,190 STUDENTS RECEIVING INSTRUCTIONAL SCHOLARSHIPS, 533 STUDENTS RECEIVING FEDERAL LOANS OR GRANTS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $87,710,110 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2840 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1978 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Walter Froese Controller | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5095274936 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Boyer Ave | AddressLine1Txt |
| City | Walla Walla | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99362 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Bradley M McMurchie | |||||||||
| Chair | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Nancy B Serrurier | |||||||||
| Vice Chair | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Janice M Abraham | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Megan Ferguson Clubb | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| John C Coleman | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ryan C Crocker | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Joseph C Davis | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Richard Fade | |||||||||
| Trustee | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Barbara S Feigin | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Karen E Glover | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Stephen E Hammond | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Walter C Minnick | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| James R Moore | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dean Allen Nichols | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| David Nierenberg | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| John W Stanton | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Denise Tabbutt | |||||||||
| Trustee | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Peter H van Oppen | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sarah O Wang | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| William G Way | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| George S Bridges | |||||||||
| President | 40.00 | Yes (X) | $372,596 | $0 | $165,708 | ||||
| Peter Harvey | |||||||||
| CFO/Treasurer | 40.00 | Yes (X) | $220,336 | $0 | $48,085 | ||||
| John W Bogley | |||||||||
| VP for Development | 40.00 | $209,663 | $0 | $86,200 | Yes (X) | ||||
| Charles E Cleveland | |||||||||
| Dean of Students | 40.00 | $171,640 | $0 | $32,433 | Yes (X) | ||||
| Timothy V Kaufman-Osborn | |||||||||
| Provost & Dean of the Faculty | 40.00 | $186,056 | $0 | $51,885 | Yes (X) | ||||
| Dan M Terrio | |||||||||
| Chief Information Officer | 40.00 | $157,638 | $0 | $25,037 | Yes (X) | ||||
| Robert J Carson | |||||||||
| Faculty | 40.00 | $159,354 | $0 | $25,281 | Yes (X) | ||||
| Roberta Davidson | |||||||||
| Faculty | 40.00 | $388,348 | $0 | $34,591 | Yes (X) | ||||
| Patrick Keef | |||||||||
| Faculty | 40.00 | $160,406 | $0 | $23,911 | Yes (X) | ||||
| David F Schmitz | |||||||||
| Faculty | 40.00 | $179,299 | $0 | $54,035 | Yes (X) | ||||
| Paul H Yancey | |||||||||
| Faculty | 40.00 | $163,266 | $0 | $24,374 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,368,602 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $571,540 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 46 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Bon Appetit | ||||||
| P O BOX 417632 | BOSTON | MA | 02241 | FOOD SERVICES | $4,561,631 | |
| Leone & Keeble | ||||||
| PO Box 2747 | Spokane | WA | 99220 | CONSTRUCTION | $2,725,585 | |
| Opp & Seibold | ||||||
| 1220 West Poplar | Walla Walla | WA | 99362 | CONSTRUCTION | $329,057 | |
| Monticello Associates | ||||||
| 1200 17th St | Denver | CO | 80202 | Consultant | $250,000 | Suite 2600 |
| Storbeck Pimentel & Associates | ||||||
| 1400 N Providence Rd | Media | PA | 19063 | Consultant | $197,975 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $665,837 | GovernmentGrantsAmt |
| All Other Contributions | $14,672,477 | AllOtherContributionsAmt |
| Noncash Contributions | $7,491,312 | NoncashContributionsAmt |
| Total Contributions | $15,338,314 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Student Tuition & Fees | 611310 | $68,662,906 | $68,662,906 |
| Housing & meal services | 611310 | $8,498,624 | $8,498,624 |
| Bookstore | 451211 | $1,054,793 | $1,054,793 |
| Other | 900099 | $1,352,249 | $1,352,249 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $79,568,572 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,274,483 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$149,846 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,424,329 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,613,363 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,522,408 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,090,955 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,090,955 | TotalRevenueColumnAmt |
| Exclusion | $1,090,955 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $102,344,216 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $85,912,013 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,432,203 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,432,203 | TotalRevenueColumnAmt |
| Exclusion | $16,432,203 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $28,613 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $20,144 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,469 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $8,469 | UnrelatedBusinessRevenueAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $118,712,996 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $79,568,572 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$141,377 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,947,487 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,009,813 | TotalAmt |
| Program Services | $22,009,813 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,065,138 | TotalAmt |
| Program Services | $1,065,138 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,535,840 | TotalAmt |
| Program Services | $497,004 | ProgramServicesAmt |
| Management And General | $763,928 | ManagementAndGeneralAmt |
| Fundraising | $274,908 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,128 | TotalAmt |
| Program Services | $109,128 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,443,564 | TotalAmt |
| Program Services | $27,250,833 | ProgramServicesAmt |
| Management And General | $3,674,004 | ManagementAndGeneralAmt |
| Fundraising | $1,518,727 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,706,625 | TotalAmt |
| Program Services | $2,339,579 | ProgramServicesAmt |
| Management And General | $235,516 | ManagementAndGeneralAmt |
| Fundraising | $131,530 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,851,401 | TotalAmt |
| Program Services | $4,802,047 | ProgramServicesAmt |
| Management And General | $743,202 | ManagementAndGeneralAmt |
| Fundraising | $306,152 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,390,760 | TotalAmt |
| Program Services | $1,962,016 | ProgramServicesAmt |
| Management And General | $303,657 | ManagementAndGeneralAmt |
| Fundraising | $125,087 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,422 | TotalAmt |
| Program Services | $79,031 | ProgramServicesAmt |
| Management And General | $57,651 | ManagementAndGeneralAmt |
| Fundraising | $12,740 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,280 | TotalAmt |
| Program Services | $59,280 | ProgramServicesAmt |
| Management And General | $53,000 | ManagementAndGeneralAmt |
| Fundraising | $10,000 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,603 | TotalAmt |
| Management And General | $8,603 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,895,372 | TotalAmt |
| Management And General | $9,895,372 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,044,836 | TotalAmt |
| Program Services | $10,290,414 | ProgramServicesAmt |
| Management And General | $460,908 | ManagementAndGeneralAmt |
| Fundraising | $293,514 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,241,357 | TotalAmt |
| Program Services | $786,806 | ProgramServicesAmt |
| Management And General | $454,551 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,194,773 | TotalAmt |
| Program Services | $2,085,034 | ProgramServicesAmt |
| Management And General | $98,765 | ManagementAndGeneralAmt |
| Fundraising | $10,974 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,777,441 | TotalAmt |
| Program Services | $2,967,717 | ProgramServicesAmt |
| Management And General | $654,272 | ManagementAndGeneralAmt |
| Fundraising | $155,452 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,082,073 | TotalAmt |
| Program Services | $1,977,970 | ProgramServicesAmt |
| Management And General | $93,693 | ManagementAndGeneralAmt |
| Fundraising | $10,410 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,325,863 | TotalAmt |
| Program Services | $6,009,570 | ProgramServicesAmt |
| Management And General | $284,664 | ManagementAndGeneralAmt |
| Fundraising | $31,629 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,995 | TotalAmt |
| Program Services | $176,552 | ProgramServicesAmt |
| Management And General | $216,443 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Communications | $1,381,370 | $1,082,111 | $83,643 | $215,616 |
| Supplies | $4,081,450 | $3,195,101 | $865,331 | $21,018 |
| Paul Garrett Expenses | -$212,969 | -$212,969 | ||
| 21st Century Trust Expenses | -$822,065 | -$822,065 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,775,070 | TotalAmt |
| Program Services | $87,710,110 | ProgramServicesAmt |
| Management And General | $18,947,203 | ManagementAndGeneralAmt |
| Fundraising | $3,117,757 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $860,499 | BOYAmt |
| EOY | $959,017 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,352,183 | BOYAmt |
| EOY | $10,906,909 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,718,646 | BOYAmt |
| EOY | $21,375,068 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $432,678 | BOYAmt |
| EOY | $556,513 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,011 | BOYAmt |
| EOY | $270,348 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,602 | BOYAmt |
| EOY | $485,857 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $212,576,599 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $71,960,150 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,746,600 | BOYAmt |
| EOY | $140,616,449 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,899,499 | BOYAmt |
| EOY | $242,809,988 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,025,870 | BOYAmt |
| EOY | $303,207,371 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,040,614 | BOYAmt |
| EOY | $2,973,298 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,329,360 | BOYAmt |
| EOY | $1,416,942 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $719,036,562 | BOYAmt |
| EOY | $725,577,760 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,757,380 | BOYAmt |
| EOY | $7,826,069 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,448,661 | BOYAmt |
| EOY | $3,459,604 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,524,128 | BOYAmt |
| EOY | $1,303,973 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,342,353 | BOYAmt |
| EOY | $55,628,629 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $667,116 | BOYAmt |
| EOY | $251,932 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,717,779 | BOYAmt |
| EOY | $30,440,436 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,457,417 | BOYAmt |
| EOY | $98,910,643 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,694,157 | BOYAmt |
| EOY | $252,855,125 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,214,769 | BOYAmt |
| EOY | $202,611,530 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,670,219 | BOYAmt |
| EOY | $171,200,462 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $618,579,145 | BOYAmt |
| EOY | $626,667,117 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $719,036,562 | BOYAmt |
| EOY | $725,577,760 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,937,926 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$849,954 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,733,289 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,244,542 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,383,938 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,953,236 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,672,977 | CurrentTaxYearAmt |
| Total | $73,987,982 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,733,289 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,244,542 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,383,938 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,953,236 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,672,977 | CurrentTaxYearAmt |
| Total | $73,987,982 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,287,408 | SubstantialContributorsTotAmt |
| Public Support Total170 | $61,700,574 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,217,339 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,046,603 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,059,830 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,873,362 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,840,846 | CurrentTaxYearAmt |
| Total | $25,037,980 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $859,349 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $859,349 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $99,885,311 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $372,116,946 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.6177 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part I, Line 2 Schedule A, Part I, Line 2 | Whitman College also qualifies for public charity status as a school described in section 170(b)(1)(A)(ii). |
| Schedule A, Part II, Line 10 Other Income | DESCRIPTION - OTHER, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 0.0; |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $4,479 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $4,124 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $8,603 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | $4,479 is the amount of dues paid to the Independent Colleges of Washington allocated to lobbying efforts by ICW. The costs for the President's time and travel for meeting with state and federal legislators was $4,124. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $1,854,257 | 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 | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $477,132,462 | BeginningYearBalanceAmt |
| Contributions | $14,097,456 | ContributionsAmt |
| Investment Earnings Or Losses | $14,324,273 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,160,101 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,877,583 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $485,516,507 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $414,542,107 | BeginningYearBalanceAmt |
| Contributions | $7,296,996 | ContributionsAmt |
| Investment Earnings Or Losses | $73,823,357 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,636,808 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,893,190 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $477,132,462 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $373,745,231 | BeginningYearBalanceAmt |
| Contributions | $9,015,129 | ContributionsAmt |
| Investment Earnings Or Losses | $49,256,080 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,310,481 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,163,852 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $414,542,107 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $374,507,651 | BeginningYearBalanceAmt |
| Contributions | $7,129,763 | ContributionsAmt |
| Investment Earnings Or Losses | $8,565,779 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,008,868 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,449,094 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $373,745,231 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $313,738,735 | BeginningYearBalanceAmt |
| Contributions | $9,042,964 | ContributionsAmt |
| Investment Earnings Or Losses | $66,900,952 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,541,015 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,633,985 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $374,507,651 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.31 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.33 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.36 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $11,229,721 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $6,704,580 | OtherCostOrOtherBasisAmt |
| Book Value | $17,934,301 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $8,910,841 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $178,581,046 | OtherCostOrOtherBasisAmt |
| Depreciation | $68,753,593 | DepreciationAmt |
| Book Value | $118,738,294 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,296,154 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,206,557 | DepreciationAmt |
| Book Value | $2,089,597 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,854,257 | OtherCostOrOtherBasisAmt |
| Book Value | $1,854,257 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $140,616,449 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Commingled Trusts | $37,226,224 | F |
| Investment Shares Belonging to Related Entities | -$4,971,345 | F |
| Alternative Investments | $270,952,492 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $303,207,371 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| Post Retirement Benefit Obligation | $5,393,709 |
| Split interest agreements | $9,052,504 |
| Interest rate exchange agreements | $12,820,000 |
| Med/Dental insurance terminal liability | $958,398 |
| Deferred Compensation | $1,416,942 |
| Asset retirement obligation | $798,883 |
| Salary Continuation Plan |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $30,440,436 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 Collections of art - description of collections | The College has collections of works of art and rare books that are utilized by the students in their studies and the faculty in their research. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | Endowment funds are used solely to support the mission of Whitman College for costs such as financial aid to students, faculty salaries and to support the library |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | Management believes they have no uncertain tax positions and in addition, unrelated business income tax for Whitman College and Paul Garrett Whitman Foundation, if any, is immaterial. The federal tax returns (Forms 990 and 990-T) filed by the College are subject to examination by the Internal Revenue Service up to three years from the extended due date of each return. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | The College makes its policy of non-discrimination known through the College website, the annual catalog, and other materials. Additionally, the College places an advertisement which describes its policy in a regional newspaper each year. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | The College receives funds from the Department of Education in the form of grants and loans to be given out to Whitman students. The College also receives funds from other federal agencies in the form of grants for research equipment, study, or other efforts as stipulated in each individual grant. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (25 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | FACULTY STAFF CONFERENCES AND RESEARCH | $38,840 |
| East Asia and the Pacific | 0 | 0 | Grantmaking | STUDENT FINANCIAL AID | $71,610 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | STUDENT FINANCIAL AID | $783,738 |
| North America (Canada & Mexico only) | 0 | 0 | Grantmaking | STUDENT FINANCIAL AID | $16,725 |
| South America | 0 | 0 | Grantmaking | STUDENT FINANCIAL AID | $48,135 |
| South Asia | 0 | 0 | Grantmaking | STUDENT FINANCIAL AID | $11,500 |
| Central America and the Caribbean | 0 | 0 | Grantmaking | STUDENT FINANCIAL AID | $74,395 |
| East Asia and the Pacific | 0 | 0 | Program Services | FACULTY AND STAFF CONFERENCES AND RESEARCH | $82,521 |
| East Asia and the Pacific | 0 | 0 | Program Services | OFF CAMPUS STUDIES | $333,573 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | FACULTY AND STAFF CONFERENCESL AND RESEARCH | $91,669 |
| Middle East and North Africa | 0 | 0 | Program Services | FACULTY AND STAFF CONFERENCES AND RESEARCH | $5,794 |
| South America | 0 | 0 | Program Services | OFF CAMPUS STUDIES | $209,405 |
| South Asia | 0 | 0 | Program Services | OFF CAMPUS STUDIES | $65,000 |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | Off Campus Studies | $22,932 |
| Central America and the Caribbean | 0 | 0 | Program Services | OFF CAMPUS STUDIES | $200,332 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | Off Campus Studies | $1,832,917 |
| Middle East and North Africa | 0 | 0 | Program Services | Off Campus Studies | $17,750 |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | FACULTY AND STAFF CONFERENCES AND RESEARCH | $50,689 |
| South America | 0 | 0 | Program Services | FACULTY AND STAFF CONFERENCES AND RESEARCH | $8,027 |
| East Asia and the Pacific | 0 | 0 | Program Services | FACULTY AND STAFF CONFERENCES AND RESEARCH | $82,521 |
| Sub-Saharan Africa | 0 | 0 | Program Services | FACULTY AND STAFF CONFERENCES AND RESEARCH | $5,127 |
| Central America and the Caribbean | 0 | 0 | Investments | $222,347,937 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $3,688,000 | |
| Sub-Saharan Africa | 0 | 0 | Grantmaking | STUDENT FINANCIAL AID | $59,035 |
| Sub-Saharan Africa | 0 | 0 | Program Services | OFF CAMPUS STUDIES | $147,140 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $3,889,086 | SubtotalSpentAmt |
| Continuation Spent | $226,406,226 | ContinuationSpentAmt |
| Total Spent | $230,295,312 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| STUDENT FINANCIAL AID | East Asia and the Pacific | 18 | $71,610 | Wire Transfer or Check |
| STUDENT FINANCIAL AID | Europe (Including Iceland and Greenland) | 111 | $783,738 | Wire transfer or check |
| STUDENT FINANCIAL AID | North America (Canada & Mexico only) | 2 | $16,725 | Wire transfer or check |
| STUDENT FINANCIAL AID | South America | 11 | $48,135 | Wire transfer or check |
| STUDENT FINANCIAL AID | South Asia | 3 | $11,500 | Wire transfer or check |
| STUDENT FINANCIAL AID | Sub-Saharan Africa | 8 | $59,035 | Wire transfer or check |
| STUDENT FINANCIAL AID | Central America and the Caribbean | 10 | $74,395 | Wire transfer or check |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | The grantmaking activities shown in parts I and III involve College financial aid funds delivered to enrolled students' individual accounts. The aid is to help defray the cost of certain study programs taking place in foreign countries. All such programs are closely vetted by the College to ensure the recipients are of high academic quality and financially stable. Any aid delivered to such students is governed by the processes outlined in Schedule E. |
| Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS | The grantmaking activities shown in parts I and III involve College financial aid funds delivered to enrolled students' individual accounts. The aid is to help defray the cost of certain study programs taking place in foreign countries. All such programs are closely vetted by the College to ensure the recipients are of high academic quality and financially stable. Any aid delivered to such students is governed by the processes outlined in Schedule E. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | INSTITUTIONAL FINANCIAL AID | GrantTypeTxt |
| Recipient | 1190 | RecipientCnt |
| Cash Grant | $22,009,813 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part I, Line 2 Description Of Procedure For Monitoring Use Of Grant Funds | The College awards scholarships using established policies on the basis of both need and scholarship merit. Awards to students with need are based on the students' financial information contained in the financial aid profile filed with the college scholarship services and the free application for financial aid filed with the federal processor. All aid is objectively determined and awarded on an equal basis to recipients with similar attributes. |
| Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | The College awards scholarships using established policies on the basis of both need and scholarship merit. Awards to students with need are based on the students' financial information contained in the financial aid profile filed with the college scholarship services and the free application for financial aid filed with the federal processor. All aid is objectively determined and awarded on an equal basis to recipients with similar attributes. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| George S Bridges | ||||||||||||||
| President | $336,326 | $0 | $0 | $0 | $36,270 | $0 | $90,140 | $0 | $75,568 | $0 | $538,304 | $0 | $0 | $0 |
| Peter Harvey | ||||||||||||||
| CFO/Treasurer | $220,336 | $0 | $0 | $0 | $0 | $0 | $37,820 | $0 | $10,265 | $0 | $268,421 | $0 | $0 | $0 |
| John W Bogley | ||||||||||||||
| VP for Development | $207,092 | $0 | $0 | $0 | $2,571 | $0 | $21,485 | $0 | $64,715 | $0 | $295,863 | $0 | $0 | $0 |
| Charles E Cleveland | ||||||||||||||
| Dean of Students | $171,640 | $0 | $0 | $0 | $0 | $0 | $17,475 | $0 | $14,958 | $0 | $204,073 | $0 | $0 | $0 |
| Timothy V Kaufman-Osborn | ||||||||||||||
| Provost & Dean of the Faculty | $186,056 | $0 | $0 | $0 | $0 | $0 | $35,037 | $0 | $16,848 | $0 | $237,941 | $0 | $0 | $0 |
| Dan M Terrio | ||||||||||||||
| Chief Information Officer | $157,638 | $0 | $0 | $0 | $0 | $0 | $15,955 | $0 | $9,082 | $0 | $182,675 | $0 | $0 | $0 |
| Robert J Carson | ||||||||||||||
| Faculty | $159,354 | $0 | $0 | $0 | $0 | $0 | $15,968 | $0 | $9,313 | $0 | $184,635 | $0 | $0 | $0 |
| Roberta Davidson | ||||||||||||||
| Faculty | $37,708 | $0 | $0 | $0 | $350,640 | $0 | $26,000 | $0 | $8,591 | $0 | $422,939 | $0 | $0 | $0 |
| Patrick Keef | ||||||||||||||
| Faculty | $160,406 | $0 | $0 | $0 | $0 | $0 | $16,046 | $0 | $7,865 | $0 | $184,317 | $0 | $0 | $0 |
| David F Schmitz | ||||||||||||||
| Faculty | $179,299 | $0 | $0 | $0 | $0 | $0 | $18,255 | $0 | $35,780 | $0 | $233,334 | $0 | $0 | $0 |
| Paul H Yancey | ||||||||||||||
| Faculty | $163,266 | $0 | $0 | $0 | $0 | $0 | $15,229 | $0 | $9,145 | $0 | $187,640 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Travel for companions | When the spouses of key employees accompany them on College-related business trips at the request of the College, the incremental travel costs are included in the employee's taxable income. |
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | When the spouses of key employees accompany them on College-related business trips at the request of the College, the incremental travel costs are included in the employee's taxable income. These payments are grossed up so there is no negative tax effect on the employee. |
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | The College President is required, as a condition of employment and for the convenience of the College, to maintain his (her) personal residence in a house provided by the College. This house is located on the edge of the campus and the provision of such is not considered taxable compensation. |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | The College President and the Vice President of Development are provided memberships in social clubs by the College. The amounts paid for dues are included in their W-2's as taxable compensation. |
| Schedule J, Part I, Line 1a Personal services | The President's personal residence (owned by the College) is provided cleaning services and yard care by the College. This is not considered taxable compensation. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | The College President participated in a 457(f) plan during the year. The College made payments of $46,640 to the plan for the 2014 calendar year. Provided that he remains actively employed with the College, the account becomes fully vested on the earlier of (a) his specified distribution date (b) the date on which he separates from service involuntarily without cause (c) his disability or (d) his death. Benefits are distributed over a period of years not exceeding the life expectancy of Dr. Bridges and his beneficiaries as he shall designate at least twelve months prior to the specified distribution date. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Washington Higher Education Facilities Authority | ||||||||
| A | 911306482 | 939781VM9 | 2004-11-23 | $28,770,000 | Refund A Bond Issue from 1999 | false | false | false |
| Washington Higher Education Facilities Authority | ||||||||
| B | 911306482 | 939781A34 | 2008-06-10 | $30,395,000 | Facilities Construction | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $28,770,000 | $0 | $0 | $0 | $232,781 | $0 | $0 | $0 | $28,442,263 | $0 | 2004 | false | Yes (true) | Yes (true) | Yes (true) |
| B | $740,000 | $0 | $30,395,000 | $0 | $0 | $0 | $282,842 | $0 | $0 | $30,000,000 | $0 | $0 | 2010 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | 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 | |||||||
| B | 0.0 | 0.0 | 0.0 | false | false | false | false | Yes (true) | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JP Morgan | ||||||||||||
| A | Yes (true) | Yes (true) | Yes (true) | 2500.0 | false | false | false | false | Yes (true) | |||
| BNY Mellon | ||||||||||||
| B | Yes (true) | Yes (true) | Yes (true) | 30.0 | Yes (true) | false | Yes (true) | false | Yes (true) | AIG Matching Fund | 3.1 | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|---|
| STUDENT | |||
| STUDENT | $10,500 | SCHOLARSHIP | Scholarship |
| Student | |||
| Student | $700 | Grant | Scholarship |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| PATRICIA SORENSON | |||
| FAMILY MEMBER OF CHARLES CLEVELAND, KEY EMPLOYEE | $45,786 | COMPENSATION | false |
| KARI TUPPER | |||
| FAMILY MEMBER OF GEORGE BRIDGES, OFFICER | $63,342 | COMPENSATION | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 95 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,491,312 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | musical instruments, travel vouchers and early terminated gift annuity | Desc |
| Contribution | 4 | ContributionCnt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Art - Works of art: number of items Books and publications: number of contributions Clothing and household goods: number of items Collectibles: number of items Securities - Publicly traded: number of contributions Other: combination of both | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | JOHN COLEMAN AND WILLIAM WAY - Family relationship, JOHN STANTON AND PETER VAN OPPEN - Business relationship |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | An electronic draft copy is provided to the Audit Committee via the Whitman College website. The Committee discusses and provides input to management. The Committee next accepts the Form 990 and it is made available to the Board of Trustees for review. After the Trustees have provided their input and all questions are resolved, the Form 990 is filed with the IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Trustees, officers, and key employees are given a questionnaire annually. The questionnaire includes the College's conflict of interest policy and asks each individual about the existence of conflicts of interest, as well as other payments or situations which could be construed to present a conflict. If an individual answers any question in the affirmative, they are asked to describe the situation in their response. If there are any concerns relative to any one individual's response, management follows up to discuss how best to deal with any identified situations. Management verifies all identified individuals have responded. All the responses are retained in accordance with the College's file retention policy. Trustees are reminded of potential conflicts at each meeting. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | TRUSTEES APPROVED THE COMPENSATION PACKAGE OF THE COLLEGE'S PRESIDENT AND THE DELIBERATIONS ON THAT PROCESS ARE DOCUMENTED IN THE MINUTES. COMPARABLE DATA FROM PEER INSTITUTIONS WAS USED TO SET THE COMPENSATION RATE. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | TRUSTEES APPROVED THE COMPENSATION PACKAGE OF THE COLLEGE'S PRESIDENT AND THE DELIBERATIONS ON THAT PROCESS ARE DOCUMENTED IN THE MINUTES. COMPARABLE DATA FROM PEER INSTITUTIONS WAS USED TO SET THE COMPENSATION RATE. |
| Form 990, Part VI, Line 19 Required documents available to the public | The College provides access to its Form 990 and financial statements via its website. The College's tax exemption letter from the IRS and other policy documents are available upon request. |
| Form 990, Part IX, Line 11g Other Fees | Equipment Rent - Total Expense: 72500, Program Service Expense: 72500, Management and General Expenses: , Fundraising Expenses: ; Other Services - Total Expense: 10972336, Program Service Expense: 10217914, Management and General Expenses: 460908, Fundraising Expenses: 293514; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Changes in split interest agreements - -849950; Rounding Adjustments - -4; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| WHITMAN COLLEGE PAUL GARRETT FOUNDATION | ||||||||||
| 345 BOYER AVENUE | WALLA WALLA | WA | 99362 | 911648072 | Provide Support for Whitman College | WA | 501(c)(3 | Type I | BOARD OF TRUSTEES OF WHITMAN COLLEGE | Yes (true) |
| WHITMAN COLLEGE 21ST CENTURY TRUST | ||||||||||
| 345 BOYER AVENUE | WALLA WALLA | WA | 99362 | 916526001 | Provide support for Whitman College | WA | 501(c)(3 | Type I | BOARD OF TRUSTEES OF WHITMAN COLLEGE | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|
| CHARITABLE LEAD ANNUITY TRUST (1) | ||||||
| 345 Boyer Avenue | Walla Walla | WA | 99362 | HOLDINGS | WA | NA |
| CHARITABLE REMAINDER TRUSTS (31) | ||||||
| 345 Boyer Avenue | Walla Walla | WA | 99362 | HOLDINGS | WA | NA |
| POOLED INCOME FUNDS (3) | ||||||
| 345 Boyer Avenue | Walla Walla | WA | 99362 | HOLDINGS | WA | NA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Whitman College 21st Century Trust | ||
| C | $510,331 | Cash |
| Whitman College Paul Garrett Foundation | ||
| C | $212,969 | Cash |
Comments