2014-04-15T17:14:31-05:00 2013-05-31 910189318 MOSS ADAMS LLP 3121 WEST MARCH LANE SUITE 100 STOCKTON CA 952192303 990 2012-06-01 910236600 CORPORATION OF GONZAGA UNIVERSITY CORP 5093136370 502 E BOONE AVE SPOKANE WA 99258 CHARLES J MURPHY 5093136370 2014-04-11 1 TRACY S PAGLIA P00366884 2099556100 2012 2015-11-30 17:44:51Z GONZAGA UNIVERSITY THAYNE MCCULLOH 502 E BOONE AVE SPOKANE WA 99258 298267490 0 X WWW.GONZAGA.EDU X 1894 WA PRIVATE JESUIT HIGHER EDUCATION INSTITUTION 31 24 3926 56 358955 128464 16158534 35782695 232581286 244134934 5705308 5582432 641698 778807 255086826 286278868 70463157 74255714 0 0 102281915 111225801 81433 58891 3973126 69819143 65762712 242645648 251303118 12441178 34975750 464424130 530981861 192588679 205044582 271835451 325937279 SEE SCHEDULE O 0 0 215387006 74255714 243922881 GONZAGA UNIVERSITY IS A PRIVATE, FOUR-YEAR INSTITUTION OF HIGHER EDUCATION. MORE THAN 105 BUILDINGS DOT THE 131-ACRE CAMPUS OVERLOOKING THE SPOKANE RIVER. STUDENTS INCLUDE BOTH WOMEN AND MEN, WHO CAN ENROLL IN A MULTITUDE OF UNDERGRADUATE OR GRADUATE PROGRAMS. ENROLLMENT FOR THE 2012-13 ACADEMIC YEAR WAS 7,874 STUDENTS. A CONSTANT THROUGHOUT THE YEARS IS GONZAGA'S EDUCATIONAL PHILOSOPHY, BASED ON THE CENTURIES-OLD IGNATIAN MODEL OF EDUCATING THE WHOLE PERSON - MIND, BODY AND SPIRIT. AT GONZAGA, STUDENTS DISCOVER HOW TO INTEGRATE SCIENCE AND ART, FAITH AND REASON, ACTION AND CONTEMPLATION. "CURA PERSONALIS", OR CARE FOR THE INDIVIDUAL, IS OUR GUIDING THEME. 215387006 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 0 1 1 1 1 0 1 1 1 0 0 1 1 1 1 0 1 0 0 0 0 1 0 1 1 1 1 0 0 0 1 1 1 0 0 1 392 0 1 3926 1 1 1 1 IT 0 0 0 1 1 0 0 0 0 X 31 24 1 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK CO DC KY MA MD ME MI MT NH NV OR WA X KEVIN MANN 5093136803 502 E BOONE SPOKANE WA 99258 AGWUNOBI ANDREW 1.50 X 0 0 0 BONANZINO ANTHONY 1.50 X 0 0 0 CLANCY SJ TIMOTHY 40.00 X 0 0 0 KUDER SJ STEPHEN 40.00 X 0 0 0 TOMLINSON ROBERT 1.50 X 0 0 0 BARNARD TIMOTHY 1.50 X 0 0 0 BRAJCICH PAUL 1.50 X 0 0 0 BROWN FRED 1.50 X 0 0 0 CRAVES GERI 1.50 X 0 0 0 CURRAN DONALD 1.50 X 0 0 0 FITZGIBBONS SJ JOHN 1.50 X 0 0 0 GEE THERESA 1.50 X 0 0 0 GRAHAM SJ MICHAEL 1.50 X 0 0 0 HEMMINGSON JOHN 1.50 X 0 0 0 LEIGH SJ DAVID 1.50 X 0 0 0 LIEBELT RITA 1.50 X 0 0 0 LUGER JOHN 1.50 X 0 0 0 MAGNUSON SHEPPARD KATHLEEN 1.50 X 0 0 0 MCCAMBRIDGE SHANNON 1.50 X 0 0 0 MCCANN JOHN 1.50 X 0 0 0 MCCARTHEY PHILIP 1.50 X 0 0 0 MCGARRY SJ JOHN 1.50 X 0 0 0 MCQUILKIN KEVIN 1.50 X 0 0 0 MORRIS SCOTT 1.50 X 0 0 0 NELLES DONALD 1.50 X 0 0 0 PATTERSON MICHAEL 1.50 X 0 0 0 POWERS JIM 1.50 X 0 0 0 REESE SJ EDWARD 1.50 X 0 0 0 ROSSI SJ JOSEPH 1.50 X 0 0 0 STANTON PETER 1.50 X 0 0 0 TAYLOR EDWARD 1.50 X 0 0 0 WOLFF ALVIN 1.50 X 0 0 0 MCCULLOH THAYNE 40.00 X X 359320 0 35771 MARTIN EARL 40.00 X 276089 0 41203 KILLEN PATRICIA 40.00 X 271860 0 30241 MURPHY CHARLES 40.00 X 227430 0 33075 STANFIELD MARGOT 40.00 X 226874 0 27874 CASE SJ FRANK 40.00 X 0 0 0 WEITZ SUSAN 40.00 X 173326 0 35329 POSS JOSEPH 40.00 X 199254 0 30049 CASEY MICHAEL 40.00 X 232960 0 26560 MCGUIRE MAUREEN 40.00 X 0 0 0 CRAVEN JAMES 40.00 X 72132 0 68 ROTH MICHAEL 40.00 X 272007 0 28049 FEW MARK 40.00 X 1210779 0 38824 GRAVES KELLY 40.00 X 420750 0 38838 KORN JANE 40.00 X 251269 0 21897 BURKE JOHN 40.00 X 219937 0 25422 BARNES CLARANCE 40.00 X 219786 0 26016 ALLBERY JOAN 40.00 X 134339 0 29818 4768112 0 469034 155 1 1 0 SODEXO AMERICA LLC C/O GONZAGA UNIV BOX MSC 2479 SPOKANE WA 99258 FOOD SERVICE 9651359 VANDERVERT CONSTRUCTION INC 608 E HOLLAND AVE SPOKANE WA 99218 CONSTRUCTION 8597761 WALKER CONSTRUCTION INC 1803 E SPRINGFIELD AVE SPOKANE WA 99202 CONSTRUCTION 6814024 DELTAK EDU INC 1415 W 22ND ST STE 400 OAK BROOK IL 90523 GRADUATE ONLINE MKTG 5788101 HOFFMAN CONSTRUCTION 805 SW BROADWAY 2100 PORTLAND OR 97205 CONSTRUCTION 3483620 36 94398 1880835 33807462 1533567 35782695 STUDENT TUITION & FEES 611310 210907223 210907223 AUXILIARY ENTERPRISES 611310 25243858 25243858 MISCELLANEOUS FEES & SALES 611310 4345602 4133549 212053 ORGANIZED ACTIVITIES 611310 3530606 3530606 LOAN INTEREST INCOME 611310 107645 107645 244134934 3911898 72345 3839553 159327 159327 129854 55297 74557 74557 74557 12675436 25583 11216262 -26450 1459174 52033 1511207 1511207 197332 94398 117745 79587 79587 1250431 625768 624663 624663 286278868 243922881 358955 6214337 43375 43375 72236478 72236478 1975861 1975861 2738332 365398 2073289 299645 353340 187508 165832 82189229 68818845 11389612 1980772 5945121 5349252 459453 136416 14154466 8199301 5644294 310871 5845313 5586881 110959 147473 258241 3905 254336 266281 56735 209546 104614 104614 58891 58891 1046789 1046789 4409180 2489024 1812327 107829 1442884 1059630 366014 17240 6511632 5516592 691827 303213 9640759 6919169 2665633 55957 1888299 1703359 181662 3278 7152179 6372921 578752 200506 2456721 1233031 903733 319957 7055134 6485036 570098 8788147 8325256 462891 1006562 446869 559693 DINING EXPENSES 7952300 7533150 419150 MAINTENANCE AND RENTALS 873047 802014 71033 MEMBERSHIPS 534673 153297 371458 9918 4375270 3419505 934605 21160 251303118 215387006 31942986 3973126 24413345 36617924 33288796 38780776 15495394 30428492 3514641 1552305 1028646 370258 3597496 3678403 318777412 94705179 213338285 224072233 86210389 111694710 45876342 46877342 16514926 15880783 21145870 21028635 464424130 530981861 25476902 34527947 12783430 11310386 130488220 135058886 1613063 386319 22227064 23761044 192588679 205044582 X 128740679 145553338 67562454 99877868 75532318 80506073 271835451 325937279 464424130 530981861 X 34975750 17025721 2100357 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 73675 0 1 30939 104614 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: FEES PAID TO DENNY MILLER ASSOCIATES, INC. WERE FOR THE FOLLOWING SERVICES: 1. MONITORING FEDERAL LEGISLATION AND REGULATIONS, 2. INTERCEDING ON GONZAGA UNIVERSITY'S BEHALF IN LEGISLATIVE AND/OR ADMINISTRATIVE PROCESSES WHEN APPROPRIATE, 3. HELPING GONZAGA UNIVERSITY TO IDENTIFY, ACQUIRE, AND RETAIN NEW BUSINESS, 4. ARRANGING MEETINGS BETWEEN GONZAGA UNIVERSITY'S OFFICIALS/EXECUTIVES AND FEDERAL OFFICIALS, 5. PROVIDING CONSULTING SERVICES IN AREAS WHERE DENNY MILLER ASSOCIATES, INC. HAS KNOWLEDGE OR EXPERTISE. FEES PAID TO INDEPENDENT COLLEGES OF WASHINGTON ARE FOR MONITORING STATE LEGISLATIONS FOR PRIVATE COLLEGES AND UNIVERSITIES IN THE STATE OF WASHINGTON. DUES PAID TO AJCU ARE FOR MONITORING LEGISLATION FOR JESUIT COLLEGES AND UNIVERSITIES. 50478 3165811 0 20000 X X X X X STUDENT EMPLOYMENT 0 131568688 4993234 23280600 3334890 1760005 910473 153837154 132698205 6574756 -2473614 2858439 1539561 832659 131568688 108971881 4686923 24769539 3217622 1805378 707138 132698205 98107815 4911529 10456801 2413697 1354303 736264 108971881 137008167 3019458 -35876834 3428372 1923628 690976 98107815 0.08000 0.52000 0.40000 1 1 1 567357 6827355 7394712 260297911 70912899 189385012 23931107 19495633 4435474 65705 27087977 4296647 22857035 224072233 6201342 F ALTERNATIVE INVESTMENTS 40676000 F 46877342 FEDERAL STUDENT LOANS 11062280 OBLIGATION UNDER INTEREST RATE SWAP 6743914 ANNUITIES PAYABLE 5954850 23761044 X PART III, LINE 4: GONZAGA UNIVERSITY'S ART COLLECTION HOUSED IN THE JUNDT ART MUSEUM CONSISTS OF APPROXIMATELY 3500 WORKS WITH AN EMPHASIS ON ORIGINAL PRINTS REPRESENTING SEVEN CENTURIES, FROM OLD MASTERS TO MODERN. IN ADDITION TO THE COLLECTION OF ORIGINAL PRINTS, THE MUSEUM ALSO COLLECTS CERAMICS, PAINTINGS, DRAWINGS, SCULPTURE, PHOTOGRAPHS, TEXTILES, AND ASSORTED MIXED-MEDIA WORKS, WITH A CONCENTRATION IN REGIONAL ARTISTS. THE COLLECTION OF THE JUNDT ART MUSEUM SERVES GONZAGA UNIVERSITY'S EXEMPT PURPOSE BY ENGAGING IN THE HUMANISTIC, CATHOLIC, AND JESUIT MISSION OF THE UNIVERSITY. BY EXHIBITING THEMED SHOWS THAT EXAMINE OUR CATHOLIC BELIEFS AND EXAMINE ETHICAL, RELIGIOUS, PHILOSOPHICAL, AND SOCIOLOGICAL VIEWS THROUGH THE VISUAL ARTS, WE PRESENT OUR CAMPUS COMMUNITY AS WELL AS OUR LARGER, SPOKANE COMMUNITY, A FORUM FOR THOUGHT AND CONVERSATION IN THESE TOPICS. FURTHERMORE, WE HAVE A TRADITION OF EXPLORING DIVERSITY THROUGH OUR EXHIBITS AND ENGAGING PEOPLE THROUGHOUT THE GONZAGA UNIVERSITY COMMUNITY IN THE REFLECTION ON THOSE TOPICS. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INTENDED USES OF THE ORGANIZATIONS ENDOWMENT FUNDS ARE PRIMARILY SCHOLARSHIPS AND PROFESSORSHIPS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS RECOGNIZED THE UNIVERSITY AS EXEMPT FROM TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT TO THE EXTENT OF UNRELATED BUSINESS INCOME UNDER SECTIONS 511 THROUGH 515. UNRELATED BUSINESS INCOME TAX, IF ANY, IS IMMATERIAL AND, THEREFORE, THE CONSOLIDATED FINANCIAL STATEMENTS DO NOT INCLUDE A PROVISION FOR FEDERAL INCOME TAX. THE UNIVERSITY ADHERES TO FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, RELATING TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS. ASC 740-10 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNITION, INTEREST, PENALTIES, AND DISCLOSURE REQUIREMENTS. AS OF MAY 31, 2013 AND 2012, THE UNIVERSITY HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. IN ADDITION, THE UNIVERSITY PRESENTLY IS EXEMPT FROM WASHINGTON STATE REAL AND PERSONAL PROPERTY TAXES PURSUANT TO WAC 458-16-270 ON THE MAJORITY OF ITS EDUCATIONAL AND OTHER NONCOMMERCIAL PROPERTIES OF THE UNIVERSITY. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 ALL UNIVERSITY CATALOGS, ADMISSION APPLICATIONS AND FINANCIAL AID BROCHURES CONTAIN STATEMENTS OF NON-DISCRIMINATORY POLICIES. THESE DOCUMENTS ARE AVAILABLE BY REQUEST OR BY ACCESSING OUR WEBSITE. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE UNIVERSITY RECEIVES VARIOUS FEDERAL, STATE, LOCAL AND FOUNDATION GRANTS FOR ACADEMIC ACTIVITIES, RESEARCH, STUDENT FINANCIAL AID, LOAN, AND WORK STUDY PROGRAMS. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 3785801 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES EDUCATION 105120 EAST ASIA AND THE PACIFIC 0 1 PROGRAM SERVICES EDUCATION 154378 EUROPE (INCLUDING ICELAND & GREENLAND) 2 84 PROGRAM SERVICES EDUCATION 6155235 NORTH AMERICA 0 59 PROGRAM SERVICES EDUCATION 712005 SOUTH AMERICA 0 2 PROGRAM SERVICES EDUCATION 44482 SUB-SAHARAN AFRICA 0 15 PROGRAM SERVICES EDUCATION 464115 2 161 0 0 2 161 11421136 0 11421136 SCHOLARSHIPS FOR NON-US CITIZENS STUDYING ON US CAMPUS CENTRAL AMERICA AND THE CARIBBEAN 6 38325 TUITION DISCOUNT CREDITED TO STUDENT ACCOUNT GRANTS-IN-AID FOR NON-US CITIZENS STUDYING ON US CAMPUS EAST ASIA AND THE PACIFIC 9 109024 TUITION DISCOUNT CREDITED TO STUDENT ACCOUNT SCHOLARSHIPS FOR NON-US CITIZENS STUDYING ON US CAMPUS EAST ASIA AND THE PACIFIC 71 319436 TUITION DISCOUNT CREDITED TO STUDENT ACCOUNT WAIVERS FOR NON-US CITIZENS STUDYING ON US CAMPUS EAST ASIA AND THE PACIFIC 3 8093 TUITION DISCOUNT CREDITED TO STUDENT ACCOUNT GRANTS-IN-AID FOR NON-US CITIZENS STUDYING ON US CAMPUS EUROPE (INCLUDING ICELAND & GREENLAND) 19 292284 TUITION DISCOUNT CREDITED TO STUDENT ACCOUNT SCHOLARSHIPS FOR NON-US CITIZENS STUDYING ON US CAMPUS EUROPE (INCLUDING ICELAND & GREENLAND) 27 150835 TUITION DISCOUNT CREDITED TO STUDENT ACCOUNT WAIVERS FOR NON-US CITIZENS STUDYING ON US CAMPUS EUROPE (INCLUDING ICELAND & GREENLAND) 2 8610 TUITION DISCOUNT CREDITED TO STUDENT ACCOUNT SCHOLARSHIPS FOR NON-US CITIZENS STUDYING ON US CAMPUS MIDDLE EAST AND NORTH AFRICA 7 49160 TUITION DISCOUNT CREDITED TO STUDENT ACCOUNT GRANTS-IN-AID FOR NON-US CITIZENS STUDYING ON US CAMPUS NORTH AMERICA 13 188692 TUITION DISCOUNT CREDITED TO STUDENT ACCOUNT SCHOLARSHIPS FOR NON-US CITIZENS STUDYING ON US CAMPUS NORTH AMERICA 51 213116 TUITION DISCOUNT CREDITED TO STUDENT ACCOUNT WAIVERS FOR NON-US CITIZENS STUDYING ON US CAMPUS NORTH AMERICA 2 8610 TUITION DISCOUNT CREDITED TO STUDENT ACCOUNT SCHOLARSHIPS FOR NON-US CITIZENS STUDYING ON US CAMPUS RUSSIA & THE NEWLY INDEPENDENT STATES 2 9500 TUITION DISCOUNT CREDITED TO STUDENT ACCOUNT GRANTS-IN-AID FOR NON-US CITIZENS STUDYING ON US CAMPUS SOUTH AMERICA 3 49265 TUITION DISCOUNT CREDITED TO STUDENT ACCOUNT SCHOLARSHIPS FOR NON-US CITIZENS STUDYING ON US CAMPUS SOUTH AMERICA 13 35856 TUITION DISCOUNT CREDITED TO STUDENT ACCOUNT SCHOLARSHIPS FOR NON-US CITIZENS STUDYING ON US CAMPUS SOUTH ASIA 29 164400 TUITION DISCOUNT CREDITED TO STUDENT ACCOUNT WAIVERS FOR NON-US CITIZENS STUDYING ON US CAMPUS SOUTH ASIA 3 5750 TUITION DISCOUNT CREDITED TO STUDENT ACCOUNT SCHOLARSHIPS FOR NON-US CITIZENS STUDYING ON US CAMPUS SUB-SAHARAN AFRICA 29 112983 TUITION DISCOUNT CREDITED TO STUDENT ACCOUNT SCHOLARSHIPS FOR TUITION EAST ASIA AND THE PACIFIC 2 6500 TUITION DISCOUNT CREDITED TO STUDENT ACCOUNT GRANTS-IN-AID FOR TUITION EUROPE (INCLUDING ICELAND & GREENLAND) 17 42804 TUITION DISCOUNT CREDITED TO STUDENT ACCOUNT SCHOLARSHIPS FOR TUITION EUROPE (INCLUDING ICELAND & GREENLAND) 45 149858 TUITION DISCOUNT CREDITED TO STUDENT ACCOUNT WAIVERS FOR TUITION EUROPE (INCLUDING ICELAND & GREENLAND) 2 12760 TUITION DISCOUNT CREDITED TO STUDENT ACCOUNT 1 0 1 1 1 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: STUDENTS RECEIVING SCHOLARSHIPS AND FELLOWSHIPS ARE JUDGED WORTHY BY THE INSTITUTION'S ASSESSMENT ON THE BASIS OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. THE UNIVERSITY DETERMINES WHO QUALIFIES FOR LOANS BASED ON ANALYSIS BY THE FINANCIAL AID OFFICE. LOANS ARE AWARDED AS PART OF A PACKAGE CONSISTING OF FEDERAL GRANTS, FEDERAL AND UNIVERSITY LOANS, FEDERAL WORK-STUDY AND UNIVERSITY SCHOLARSHIPS. IN ALL CASES, THOSE WHO RECEIVE LOANS HAVE DEMONSTRATED FINANCIAL NEED AND HAVE COMPLETED A FEDERAL FINANCIAL AID APPLICATION FORM. THE AMOUNTS RECEIVED ARE ADDED TO THE STUDENT'S ACCOUNT TO OFFSET THE COST OF TUITION AND FEES. X X X X X X X 1 IGNATIAN CONSULTING 5518 S GARFIELD SPOKANE WA 99223 GIF/MARKETING CONSULTING SERVICE 0 0 26750 -26750 BENTZ WHALEY FLESSNER 7251 OHMS LANE MINNEAPOLIS MN 55439 CAMPAIGN CONSULTING 0 0 32141 -32141 58891 -58891 AK AL AR CA CO CT DE FL GA HI IA ID IL IN KS KY ME MI MN MS MT NC NE NH NJ NY OH OR PA RI SC SD TX UT VA VT WA WI SBA DINNER AUCTION 102700 53980 48720 21311 24200 SBA PUGET SOUND 92114 40418 51696 16459 19721 2 96916 96916 3265 12353 15369 5067 291730 94398 197332 3265 12353 53139 48988 117745 79587 1 AMERICAN CANCER SOCIETY 920 N WASHINGTON ST STE 200 SPOKANE WA 992012229 841316555 501(C)(3) 15000 COACHES VS CANCER SPONSORSHIP CATHOLIC CHARITIES OF SPOKANE PO BOX 2253 SPOKANE WA 992102253 910569880 501(C)(3) 6000 GENERAL SUPPORT OF PROGRAMS SEEL-SPOKANE 330 E BOONE AVE SPOKANE WA 992021710 912010814 501(C)(3) 7375 GENERAL SUPPORT OF PROGRAM, SCHOLARSHIP SPOKANE ISLAMIC CENTER PO BOX 9698 SPOKANE WA 992060698 911580585 501(C)(3) 15000 HELP IN THE CONSTRUCTION OF A MOSQUE 4 0 COLLEGE WORK STUDY 325 241772 SCHOLARSHIPS FOR TUITION 6485 40559681 GRANTS-IN-AID FOR TUITION 3698 25841028 WAIVERS FOR TUITION 412 4915373 DISCOUNTS FOR TUITION 223 678624 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: STUDENTS RECEIVING SCHOLARSHIPS AND FELLOWSHIPS ARE JUDGED WORTHY BY THE INSTITUTION'S ASSESSMENT THE BASIS OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. THE UNIVERSITY DETERMINES WHO QUALIFIES FOR LOANS BASED ON ANALYSIS BY THE FINANCIAL AID OFFICE. LOANS ARE AWARDED AS PART OF A PACKAGE CONSISTING OF FEDERAL GRANTS, FEDERAL AND UNIVERSITY LOANS, FEDERAL WORK-STUDY AND UNIVERSITY SCHOLARSHIPS. IN ALL CASES, THOSE WHO RECEIVE LOANS HAVE DEMONSTRATED FINANCIAL NEED AND HAVE COMPLETED A FEDERAL FINANCIAL AID APPLICATION FORM. THE AMOUNTS RECEIVED ARE ADDED TO THE STUDENT'S ACCOUNT TO OFFSET THE COST OF TUITION AND FEES. X X X 1 1 X X X 1 0 0 0 0 0 0 1 0 MCCULLOH THAYNE 298338 0 35093 0 25889 0 21250 0 14521 0 395091 0 0 0 MARTIN EARL 225530 0 20000 0 30559 0 21250 0 19953 0 317292 0 0 0 KILLEN PATRICIA 222344 0 15000 0 34516 0 21250 0 8991 0 302101 0 0 0 MURPHY CHARLES 213042 0 0 0 14388 0 19366 0 13709 0 260505 0 0 0 STANFIELD MARGOT 193045 0 0 0 33829 0 19237 0 8637 0 254748 0 0 0 WEITZ SUSAN 139400 0 0 0 33926 0 15259 0 20070 0 208655 0 0 0 POSS JOSEPH 158810 0 30000 0 10444 0 17213 0 12836 0 229303 0 0 0 CASEY MICHAEL 78914 0 0 0 154046 0 19694 0 6866 0 259520 0 0 0 ROTH MICHAEL 219140 0 0 0 52867 0 21250 0 6799 0 300056 0 0 0 FEW MARK 950654 0 186823 0 73302 0 21250 0 17574 0 1249603 0 0 0 GRAVES KELLY 308673 0 83077 0 29000 0 21250 0 17588 0 459588 0 0 0 KORN JANE 235706 0 0 0 15563 0 10749 0 11148 0 273166 0 0 0 BURKE JOHN 185962 0 0 0 33975 0 18547 0 6875 0 245359 0 0 0 BARNES CLARANCE 179055 0 0 0 40731 0 18469 0 7547 0 245802 0 0 0 ALLBERY JOAN 102936 0 0 0 31403 0 12002 0 17816 0 164157 0 0 0 PART I, LINE 1A CHARTER AIR TRAVEL IS PROVIDED TO THE MEN'S AND WOMEN'S BASKETBALL TEAMS. COACHES AND ATHLETIC ADMINISTRATORS ARE ALLOWED TO FLY WITH THE TEAM FOR OUT OF TOWN GAMES. LISTED PEOPLE ARE THAYNE MCCULLOH, MICHAEL ROTH, MARK FEW, AND KELLY GRAVES. THIS BENEFIT IS NOT TAXABLE COMPENSATION. MEMBERSHIP DUES TO SOCIAL CLUBS ARE PAID BY THE UNIVERSITY WITH THE PERSONAL USE OF THE MEMBERSHIP PLACED ON THE W-2 WITH APPROPRIATE TAXES WITHHELD. LISTED PEOPLE ARE MICHAEL ROTH, MARK FEW, AND KELLY GRAVES. HOUSING FACILITIES AT JESUIT HOUSE ARE PROVIDED TO ALL JESUITS AT GONZAGA UNIVERSITY (RENT FREE) INCLUDING THOSE THAT ARE OFFICERS AND TRUSTEES. LISTED PEOPLE ARE STEPHEN KUDER SJ, TIMOTHY CLANCY SJ, AND FRANK CASE SJ. PART I, LINE 4A MICHAEL CASEY RECEIVED SEVERANCE EQUAL TO ONE YEAR OF SALARY UPON THE TERMINATION OF HIS POSITION AS CORPORATION COUNSEL. PART I, LINE 7 THAYNE MCCULLOH, EARL MARTIN, PATRICIA KILLEN, JOSEPH POSS, MARK FEW, AND KELLY GRAVES RECEIVED BONUS PAYMENTS THAT CAN BE DEFINED AS NON-FIXED PAYMENTS. IT IS AT THE DISCRETION OF THE PRESIDENT OR THE TRUSTEES THAT THESE ARE AWARDED AND ARE BASED UPON ACCOMPLISHMENT OF KEY DEPARTMENTAL OBJECTIVES. SUPPLEMENTAL INFORMATION PART III THE JESUITS LISTED ON FORM 990 PART VII ARE MEMBERS OF A RELIGIOUS CONGREGATION AND ARE SUBJECT TO A VOW OF POVERTY. COMPENSATION FOR THEIR SERVICES ARE PAID TO THE RELIGIOUS CONGREGATION OF WHICH THEY ARE MEMBER. A WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY 911306482 939781H78 2010-01-07 43655830 REFUND BONDS ISSUED 5/31/2007 AND OTHER DEBT, SWAP TERMINATION 0 0 0 B WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY 911306482 939781E71 2009-10-01 56059066 REFUND BONDS ISSUED 9/10/2008 AND SWAP TERMINATION PAYMENT 0 0 0 C WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY 911306482 939781C73 2009-03-30 39276504 REFUND BONDS ISSUED 7/17/2007,CONSTRUCT BUILDINGS & STRUCTURES 0 0 0 D WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY 911306482 2012-08-07 10625000 CONSTRUCT BUILDINGS & STRUCTURES 0 0 0 A 8635000 43668545 3675661 510608 39412186 2010 1 0 1 1 B 800000 56064514 5606135 843199 49610000 2009 1 0 1 1 C 3200000 39435989 3928338 1121533 785572 21951536 11600010 2011 1 0 1 1 D 10625000 212500 9081404 1331096 2013 0 0 0 1 A 0 0 1 1 0 0.00400 0.00000 0.00400 0 0 1 B 0 0 1 1 0 0.00500 0.00000 0.00500 0 0 1 C 0 1 1 1 0 0.00100 0.00000 0.00100 0 0 1 D 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 C 0 1 0 0 0 0 0 0 1 D 0 1 0 0 1 0 0 0 1 A 1 B 1 C 1 D 1 SCHEDULE K, PART II, LINE 3 THE DIFFERENCE BETWEEN THE LISTED ISSUE PRICES ON PART I, COLUMN (E) AND THE TOTAL PROCEEDS OF ISSUE LISTED ON PART II, LINE 3 ARE DUE TO INVESTMENT EARNINGS. 55426 ATHLETIC SCHOLARSHIPS STUDENT AID 26555 TUITION WAIVERS STUDENT AID 6500 NEED-BASED SCHOLARSHIPS STUDENT AID 23884 NEED-BASED GRANTS STUDENT AID 155729 MERIT SCHOLARSHIPS STUDENT AID 8503 TUITION DISCOUNTS STUDENT AID JULIE MCCULLOH SPOUSE OF THAYNE MCCULLOH, OFFICER 118769 COMPENSATION 0 ROBERT TOMLINSON JR CHILD OF ROBERT TOMLINSON, TRUSTEE 68739 COMPENSATION 0 AVISTA CORPORATION SCOTT MORRIS, TRUSTEE, IS AN OFFICER OF AVISTA CORPORATION 2278129 UTILITIES FOR GONZAGA UNIVERSITY 0 WASHINGTON TRUST BANK PETER STANTON, TRUSTEE, IS AN OFFICER OF WASHINGTON TRUST BANK 128735 BANK AND CREDIT CARD PROCESSING FEES 0 MICHAEL POUTIATINE BROTHER-IN-LAW OF PETER STANTON, TRUSTEE 21525 COMPENSATION 0 X 10 50478 APPRAISAL X 147097 APPRAISAL X 3872 COST OF SIMILAR ITEMS X 46 1108818 SELLING PRICE X 1 120000 OPINION OF EXPERT X 2 6843 APPRAISAL X 57 51051 COST OF SIMILAR ITEMS X BUSINESS EQUIPMENT AND SUPPLIES 20 45408 APPRAISAL 3 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: PART I, COLUMN (B): THE UNIVERSITY HAS REPORTED ON THE NUMBER OF DONOR CONTRIBUTIONS, NOT THE NUMBER OF EACH ITEM RECEIVED. BRIEFLY DESCRIBE THE ORGANIZATION'S MISSION: FORM 990; PART III LINE 1 GONZAGA UNIVERSITY IS AN EXEMPLARY LEARNING COMMUNITY THAT EDUCATES STUDENTS FOR LIVES OF LEADERSHIP AND SERVICE FOR THE COMMON GOOD. IN KEEPING WITH ITS CATHOLIC, JESUIT, AND HUMANISTIC HERITAGE AND IDENTITY, GONZAGA MODELS AND EXPECTS EXCELLENCE IN ACADEMIC AND PROFESSIONAL PURSUITS AND INTENTIONALLY DEVELOPS THE WHOLE PERSON - INTELLECTUALLY, SPIRITUALLY, PHYSICALLY, AND EMOTIONALLY. THROUGH ENGAGEMENT WITH KNOWLEDGE, WISDOM, AND QUESTIONS INFORMED BY CLASSICAL AND CONTEMPORARY PERSPECTIVES, GONZAGA CULTIVATES IN ITS STUDENTS THE CAPACITIES AND DISPOSITIONS FOR REFLECTIVE AND CRITICAL THOUGHT, LIFELONG LEARNING, SPIRITUAL GROWTH, ETHICAL DISCERNMENT, CREATIVITY, AND INNOVATION. THE GONZAGA EXPERIENCE FOSTERS A MATURE COMMITMENT TO DIGNITY OF THE HUMAN PERSON, SOCIAL JUSTICE, DIVERSITY, INTERCULTURAL COMPETENCE, GLOBAL ENGAGEMENT, SOLIDARITY WITH THE POOR AND VULNERABLE, AND CARE FOR THE PLANET. GRATEFUL TO GOD, THE GONZAGA COMMUNITY CARRIES OUT THIS MISSION WITH RESPONSIBLE STEWARDSHIP OF OUR PHYSICAL, FINANCIAL, AND HUMAN RESOURCES. FORM 990, PART VI, SECTION A, LINE 2 PETER STANTON, TRUSTEE, HAS BUSINESS RELATIONSHIPS WITH JOHN LUGER, TRUSTEE, AND JOHN HEMMINGSON, TRUSTEE. ALVIN J. WOLFF, JR, TRUSTEE, HAS BUSINESS RELATIONSHIPS WITH THERESA GEE, TRUSTEE, JOHN HEMMINGSON, TRUSTEE, DON NELLES, TRUSTEE, PETER STANTON, TRUSTEE, AND ROBERT TOMLINSON, TRUSTEE. FRED BROWN, TRUSTEE, HAS A BUSINESS RELATIONSHIP WITH JOHN LUGER, TRUSTEE, JOHN MCCANN, TRUSTEE, KEVIN MCQUILKIN, TRUSTEE, AND JAMES POWERS, TRUSTEE. FORM 990, PART VI, SECTION A, LINE 6 THERE SHALL BE SEVEN TO NINE MEMBERS OF THE CORPORATION. THE RECTOR OF THE JESUIT COMMUNITY AT GONZAGA UNIVERSITY SHALL BE AN EX OFFICIO MEMBER OF THE CORPORATION. THREE OTHER MEMBERS SHALL BE ELECTED BY MAJORITY VOTE OF THE MEMBERS OF THE JESUIT COMMUNITY ACTIVE IN THE UNIVERSITY. THESE MEMBERS SHALL SERVE STAGGERED THREE YEAR TERMS AND SHALL BE ELIGIBLE FOR RE-ELECTION. THE BOARD OF MEMBERS WILL ELECT THREE TO FIVE ADDITIONAL MEMBERS AS THEY JUDGE NECESSARY FOR RENEWABLE THREE YEAR TERMS. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMTTED TO A VOTE OF THE MEMBERS. THREE OF THE TRUSTEES SHALL BE JESUITS ELECTED BY THE MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS MUST GIVE CONSENT TO SPECIFIC ACTIONS OF THE BOARD OF TRUSTEES SUCH AS AUTHORIZING PURCHASE OF CORPORATE ASSETS GREATER THAN $3,000,000, OR TRANSFERS OF ASSETS WITHIN THE CORPORATION FROM ONE FUND TO ANOTHER WHEN THE VALUE IS IN EXCESS OF $3,000,000. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS GIVEN TO THE UNIVERSITY'S AUDIT COMMITTEE FOR REVIEW AND COMMENT. AFTER THIS REVIEW, ALL BOARD MEMBERS RECEIVE AN EMAIL WITH A LINK TO A PASSWORD-PROTECTED WEB SITE ON WHICH THE ENTIRE FORM 990 CAN BE VIEWED, AND IT IS NOTED IN THE EMAIL THAT THE FORM 990 IS AVAILABLE FOR REVIEW ON THAT SITE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST QUESTIONNAIRE MUST BE COMPLETED ANNUALLY AND MUST BE KEPT CURRENT. THE QUESTIONNAIRES ARE SUBMITTED TO THE UNIVERSITY'S COUNSEL. ANY CONFLICTS OR POTENTIAL CONFLICTS ARE SHARED WITH THE CHAIR OF THE AUDIT COMMITTEE AND THE VICE PRESIDENT FOR FINANCE. THE CHAIR OF THE AUDIT COMMITTEE DETERMINES WHETHER THE INFORMATION SO DISCLOSED WILL BE REVIEWED BY THE AUDIT COMMITTEE OR, IF NECESSARY, REVIEWED BY THE CHAIR OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 EACH FISCAL YEAR, THE SALARIES OF THE PRESIDENT AND OFFICERS OR KEY EMPLOYEES OF THE UNIVERSITY ARE REVIEWED. THIS REVIEW INCLUDES A SALARY BENCHMARKING PROCESS CONDUCTED BY YAFFE & COMPANY, REVIEW AND APPROVAL BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, AND (IN THE CASE OF THE PRESIDENT) REVIEW AND APPROVAL BY THE BOARD OF TRUSTEES. YAFFE & COMPANY USE THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION ANNUAL SALARY SURVEY AND/OR SIMILAR SURVEYS IN COMPARISON WITH PEER INSTITUTIONS TO BENCHMARK THE SALARIES OF THESE INDIVIDUALS. THE POSITIONS FOR WHICH THIS PROCESS WAS USED ARE AS FOLLOWS: A) PRESIDENT, B) CHANCELLOR, C) EXECUTIVE VICE PRESIDENT, D) ACADEMIC VICE PRESIDENT, E) VICE PRESIDENT FOR FINANCE, F) VICE PRESIDENT FOR UNIVERSITY ADVANCEMENT, G) VICE PRESIDENT FOR MISSION, H) SENIOR VICE PRESIDENT FOR PRINCIPAL GIFTS, I)VICE PRESIDENT FOR STUDENT DEVELOPMENT, J) CORPORATION COUNSEL, AND K) ATHLETIC DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 GONZAGA UNIVERSITY MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAP 1,076,287. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,024,070. GONZAGA LAW SCHOOL FOUNDATION PO BOX 3528 SPOKANE WA 992203528 237052227 PROVIDE REVENUE TO THE LAW SCHOOL WA 501(C)(3) LINE 11C, III-FI N/A 1 GONZAGA UNIVERSITY TELECOMMUNICATIONS ASSOCIATION C/O ROBERT LYONS SJ 502 E BOONE AVE SPOKANE WA 99258 911709892 EDUCATION ITFS TELEVISION & FM RADIO BROADCASTING WA 501(C)(3) LINE 11A, I N/A 1 CHARITABLE REMAINDER TRUST (12) 502 E BOONE SPOKANE WA 99258 CHARITABLE TRUST WA N/A T 0 GONZAGA IMMOBILIARE SRL VIA G LA PIRA 11/13 FIRENZA IT 50121 LEASING EDUCATION BUILDING IT GONZAGA UNIVERSITY C 284687 5834872 1.00000 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0 IMMOBILIARE GONZAGA SRL K 236250 FMV LAW SCHOOL FOUNDATION L 95999 FMV LAW SCHOOL FOUNDATION Q 402895 FMV