NORTHWEST UNIVERSITY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NORTHWEST UNIVERSITY (EIN 91-0615846)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2014-10-15
- IRS object ID
- 201422909349300622
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-15T13:34:38-05:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1700 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 98004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910615846 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 4258895216 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 579 | AddressLine1 |
| City | KIRKLAND | City |
| State | WA | State |
| ZIP Code | 98083 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN JORDAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4258895216 | PhoneNum |
| Signature | 2014-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARA ELIZABETH J HYRE | PreparerPersonNm |
| PTIN | P00235495 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2014-10-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOSEPH CASTLEBERRY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 579 | AddressLine1 |
| City | KIRKLAND | City |
| State | WA | State |
| ZIP Code | 98083 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $41,858,606 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NORTHWESTU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | POST-SECONDARY EDUCATION IN A CHRISTIAN ENVIRONMENT | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 765 | TotalEmployeeCnt |
| Total Volunteers | 32 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $994,445 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,095,206 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $37,238,039 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $39,721,465 | CYProgramServiceRevenueAmt |
| PY Investment Income | $244,051 | PYInvestmentIncomeAmt |
| CY Investment Income | $439,098 | CYInvestmentIncomeAmt |
| PY Other Revenue | $349,901 | PYOtherRevenueAmt |
| CY Other Revenue | $351,805 | CYOtherRevenueAmt |
| PY Total Revenue | $38,826,436 | PYTotalRevenueAmt |
| CY Total Revenue | $41,607,574 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,712,066 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,786,633 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,748,588 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,226,151 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $363,899 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,833,318 | PYOtherExpensesAmt |
| CY Other Expenses | $13,091,692 | CYOtherExpensesAmt |
| PY Total Expenses | $40,293,972 | PYTotalExpensesAmt |
| CY Total Expenses | $41,104,476 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,467,536 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $503,098 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $59,992,643 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,159,585 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $41,983,818 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,692,467 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,008,825 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,467,118 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE, THE PEOPLE OF NORTHWEST UNIVERSITY, CARRY THE CALL OF GOD BY CONTINUALLY BUILDING A LEARNING COMMUNITY DEDICATED TO SPIRITUAL VITALITY, ACADEMIC EXCELLENCE, AND EMPOWERED ENGAGEMENT WITH HUMAN NEED. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $31,922,973 | ExpenseAmt |
| Grant | $11,786,633 | GrantAmt |
| Revenue | $34,505,414 | RevenueAmt |
| Desc | POSTSECONDARY EDUCATION: NORTHWEST UNIVERSITY PROVIDES POSTSECONDARY EDUCATION FOR APPROXIMATELY 1,800 STUDENTS ON CAMPUSES IN KIRKLAND, WA, SALEM, OR, NAMPA, ID, SACRAMENTO, CA AND VIA ONLINE LEARNING MODALITIES. INCLUDED AMONG THESE STUDENTS ARE TWENTY SEVEN ACTS 6 SCHOLARS. THESE STUDENTS RECEIVE FULL NEED SCHOLARSHIPS AND COME FROM URBAN SCHOOLS. THEY HELP TO INCREASE THE DIVERSITY OF THE UNIVERSITY POPULATION AND HAVE FILLED IMPORTANT STUDENT LEADERSHIP POSITIONS. NORTHWEST UNIVERSITY ALSO PREPARES OUR STUDENTS TO BE PROFESSIONALS AND LAY LEADERS FOR CHURCH MINISTRIES AND OTHER NOT-FOR-PROFIT MINISTRY ORGANIZATIONS. SEVERAL OF OUR UNDERGRADUATE AND GRADUATE STUDENTS PARTICIPATE IN MISSION TRIPS TO OTHER COUNTRIES, AS WELL AS STUDY ABROAD OPPORTUNITIES THAT ARE PRESENTED TO THEM. AS PART OF OUR SENIOR NURSING STUDENTS' CLINICAL ROTATIONS THEY SPEND ONE MONTH WORKING IN OTHER COUNTRIES, OR A REMOTE AREA OF ALASKA, LEARNING TO APPLY THEIR CLASSROOM LEARNING INTO PRACTICAL EXPERIENCES. IN ADDITION, STUDENTS IN OUR INTERNATIONAL COMMUNITY DEVELOPMENT PROGRAM ARE GIVEN INTERNSHIP OPPORTUNITIES WORKING WITH NOT-FOR-PROFIT ORGANIZATIONS SPECIALIZING IN INTERNATIONAL DEVELOPMENT EFFORTS. OUR DOCTOR OF PSYCHOLOGY PROGRAM HAS STARTED A LOW OR NO COST MENTAL HEALTH CLINIC TO PROVIDE COUNSELING SERVICES TO LOW INCOME INDIVIDUALS UTILIZING STUDENTS, WITH FACULTY OVERSIGHT, PROVIDING THE COUNSELING SERVICES. NORTHWEST UNIVERSITY SEEKS TO CARRY THE CALL OF GOD THROUGH OUR STUDENTS AND AROUND THE WORLD AS WE BUILD A LEARNING COMMUNITY DEDICATED TO SPIRITUAL VITALITY, ACADEMIC EXCELLENCE AND EMPOWERED ENGAGEMENT WITH HUMAN NEED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,252,560 | ExpenseAmt |
| Revenue | $5,184,531 | RevenueAmt |
| Desc | POSTSECONDARY EDUCATION: UNIVERSITY HOUSING AND FOOD SERVICE FOR STUDENTS DURING THE 2013-14 ACADEMIC YEAR; APPROX 1,800 FTE STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $84,653 | ExpenseAmt |
| Revenue | $31,520 | RevenueAmt |
| Desc | POSTSECONDARY EDUCATION: UNIVERSITY BOOKSTORE AND CAFE ARE CONTRACTED OUT TO A THIRD PARTY. BOTH SERVICED APPROX 1,800 FTE STUDENTS DURING THE 2013-14 ACADEMIC YEAR. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $35,260,186 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2255 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 765 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| 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 | JOHN JORDAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4258897788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5520 - 108TH AVENUE NE PO BOX 579 | AddressLine1 |
| City | KIRKLAND | City |
| State | WA | State |
| ZIP Code | 98083 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ALAN SCHABERG | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALAN WARNEKE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA PETTY | ||||||||
| VICE CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BILL WELCH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL WILSON | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $13,743 | $0 | $0 | ||
| BOYD POWERS | ||||||||
| TREASURER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BYRON PERKINS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS EDWARDSON | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN SCHIMELPFENIG | ||||||||
| DIRECTOR | 1.00 | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| DAVE COLE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVE PHILLIPS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVE VEACH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DON DETRICK | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $2,800 | $0 | $0 | ||
| DOYLE FULKES | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $3,924 | $0 | $0 | ||
| EUGENE SMITH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY KING | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE REECE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GINI SMITH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES BRADDY | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JESSE GALINDO | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM RICE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN FOX | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $18,116 | $0 | $0 | ||
| JOSEPH CASTLEBERRY | ||||||||
| UNIVERSITY PRESIDENT | 32.00 | 8.00 | Yes (X) | $115,442 | $0 | $114,472 | Yes (X) | |
| KAY PENG KHOO | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTEN WAGGONER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $1,000 | $0 | $0 | ||
| HILARIO GARZA | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK ZWEIFEL | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT BUNBURY | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSIE BARRIOS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SALLEE CONN | ||||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TONY PIZELO | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WARREN BULLOCK | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN JORDAN | ||||||||
| CFO | 32.00 | 8.00 | $52,023 | $0 | $64,964 | Yes (X) | ||
| RON JACOBSON | ||||||||
| DEAN, SCHOOL OF EDUCATION | 40.00 | 0.00 | $106,175 | $0 | $4,669 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $313,223 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $184,105 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NATIONAL MANAGEMENT RESOURCE | |||||
| PO BOX 1224 | LAGRANGE | GA | 30241 | FACILITY AND LANDSCAPE MAINTENANCE | $1,679,650 |
| PIONEER COLLEGE CATERERS | |||||
| 303 GLENROSE AVE | NASHVILLE | TN | 37210 | STUDENT FOOD SERVICES | $1,034,952 |
| SYNERGY CAMPUS SECURITY | |||||
| PO BOX 1224 | LAGRANGE | GA | 30241 | SECURITY PATROL | $264,669 |
| SAVANT LEARNING SYSTEMS | |||||
| 311 S LINDELL ST | MARTIN | TN | 38237 | ON-LINE LEARNING | $155,794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $62,169 | FundraisingAmt |
| Related Organizations | $50,902 | RelatedOrganizationsAmt |
| Government Grants | $157,243 | GovernmentGrantsAmt |
| All Other Contributions | $824,892 | AllOtherContributionsAmt |
| Noncash Contributions | $31,339 | NoncashContributionsAmt |
| Total Contributions | $1,095,206 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $34,505,414 | $34,505,414 |
| STUDENT HOUSING | 611710 | $5,184,531 | $5,184,531 |
| CAFE AND STUDENT PRGMS | 611710 | $27,596 | $27,596 |
| BOOKSTORE | 611710 | $3,924 | $3,924 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $39,721,465 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $337,749 | TotalRevenueColumnAmt |
| Exclusion | $337,749 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $198,595 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $198,595 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $198,595 | TotalRevenueColumnAmt |
| Exclusion | $198,595 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $139,524 | SecuritiesAmt |
| Other | $82,728 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $120,903 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $139,524 | SecuritiesAmt |
| Other | -$38,175 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $101,349 | TotalRevenueColumnAmt |
| Exclusion | $101,349 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $42,402 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $62,169 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $130,129 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$87,727 | TotalRevenueColumnAmt |
| Exclusion | -$87,727 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| STUDENT SUPPORT FEES | 611710 | $222,338 | $222,338 |
| ATHLETIC EVENTS | 711210 | $18,599 | $18,599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $240,937 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,607,574 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,721,465 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $790,903 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,786,633 | TotalAmt |
| Program Services | $11,786,633 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467,350 | TotalAmt |
| Program Services | $346,017 | ProgramServicesAmt |
| Management And General | $111,092 | ManagementAndGeneralAmt |
| Fundraising | $10,241 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,985 | TotalAmt |
| Program Services | $8,086 | ProgramServicesAmt |
| Management And General | $809 | ManagementAndGeneralAmt |
| Fundraising | $90 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,376,630 | TotalAmt |
| Program Services | $11,074,370 | ProgramServicesAmt |
| Management And General | $1,060,646 | ManagementAndGeneralAmt |
| Fundraising | $241,614 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $470,285 | TotalAmt |
| Program Services | $421,904 | ProgramServicesAmt |
| Management And General | $41,773 | ManagementAndGeneralAmt |
| Fundraising | $6,608 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,987,860 | TotalAmt |
| Program Services | $1,818,375 | ProgramServicesAmt |
| Management And General | $150,765 | ManagementAndGeneralAmt |
| Fundraising | $18,720 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $915,041 | TotalAmt |
| Program Services | $814,104 | ProgramServicesAmt |
| Management And General | $84,100 | ManagementAndGeneralAmt |
| Fundraising | $16,837 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,940 | TotalAmt |
| Management And General | $34,940 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,489 | TotalAmt |
| Management And General | $58,489 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,335 | TotalAmt |
| Management And General | $31,335 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,866,835 | TotalAmt |
| Program Services | $2,666,104 | ProgramServicesAmt |
| Management And General | $200,731 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,524 | TotalAmt |
| Program Services | $31,627 | ProgramServicesAmt |
| Management And General | $407,897 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,223,852 | TotalAmt |
| Program Services | $689,332 | ProgramServicesAmt |
| Management And General | $534,520 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $512,919 | TotalAmt |
| Program Services | $471,791 | ProgramServicesAmt |
| Management And General | $41,128 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,895,337 | TotalAmt |
| Program Services | $1,689,263 | ProgramServicesAmt |
| Management And General | $170,660 | ManagementAndGeneralAmt |
| Fundraising | $35,414 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,525,301 | TotalAmt |
| Program Services | $1,506,597 | ProgramServicesAmt |
| Management And General | $18,142 | ManagementAndGeneralAmt |
| Fundraising | $562 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,555 | TotalAmt |
| Program Services | $55,049 | ProgramServicesAmt |
| Management And General | $25,656 | ManagementAndGeneralAmt |
| Fundraising | $1,850 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,474,383 | TotalAmt |
| Program Services | $1,429,779 | ProgramServicesAmt |
| Management And General | $14,193 | ManagementAndGeneralAmt |
| Fundraising | $30,411 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,075,460 | TotalAmt |
| Management And General | $2,075,460 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,912 | TotalAmt |
| Program Services | $35,190 | ProgramServicesAmt |
| Management And General | $206,722 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES,FEES,SUBSCRIPTIONS | $288,049 | $214,439 | $73,538 | $72 |
| MISCELLANEOUS OTHER EXP | $162,619 | $134,738 | $26,401 | $1,480 |
| BAD DEBT EXPENSE | $111,394 | $111,394 | ||
| GRADUATION EXPENSE | $66,788 | $66,788 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,104,476 | TotalAmt |
| Program Services | $35,260,186 | ProgramServicesAmt |
| Management And General | $5,480,391 | ManagementAndGeneralAmt |
| Fundraising | $363,899 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,692,154 | BOYAmt |
| EOY | $956,642 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,061,309 | BOYAmt |
| EOY | $1,588,284 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,598,739 | BOYAmt |
| EOY | $2,084,749 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $487,250 | BOYAmt |
| EOY | $354,146 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,578 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,979 | BOYAmt |
| EOY | $264,499 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $66,594,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,210,694 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,182,245 | BOYAmt |
| EOY | $47,383,306 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,324,136 | BOYAmt |
| EOY | $7,026,339 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $507,253 | BOYAmt |
| EOY | $501,620 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,992,643 | BOYAmt |
| EOY | $60,159,585 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,458,371 | BOYAmt |
| EOY | $2,727,281 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,286,902 | BOYAmt |
| EOY | $1,941,483 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,150,000 | BOYAmt |
| EOY | $27,150,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,145,000 | BOYAmt |
| EOY | $3,505,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,943,545 | BOYAmt |
| EOY | $5,368,703 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,983,818 | BOYAmt |
| EOY | $40,692,467 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,931,617 | BOYAmt |
| EOY | $19,353,888 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,208 | BOYAmt |
| EOY | $113,230 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,008,825 | BOYAmt |
| EOY | $19,467,118 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,992,643 | BOYAmt |
| EOY | $60,159,585 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $503,098 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $302,230 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $652,965 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,843,639 | BeginningYearBalanceAmt |
| Contributions | $102,796 | ContributionsAmt |
| Investment Earnings Or Losses | $315,878 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $139,612 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,122,701 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,478,764 | BeginningYearBalanceAmt |
| Contributions | $116,281 | ContributionsAmt |
| Investment Earnings Or Losses | $399,672 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $151,078 | GrantsOrScholarshipsAmt |
| End Year Balance | $6,843,639 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,594,637 | BeginningYearBalanceAmt |
| Contributions | $299,427 | ContributionsAmt |
| Investment Earnings Or Losses | $609,357 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $177,129 | GrantsOrScholarshipsAmt |
| Other Expenditures | $34,105 | OtherExpendituresAmt |
| End Year Balance | $8,292,187 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,873,582 | BeginningYearBalanceAmt |
| Contributions | $173,691 | ContributionsAmt |
| Investment Earnings Or Losses | $681,945 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $133,822 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $759 | AdministrativeExpensesAmt |
| End Year Balance | $7,594,637 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,318,104 | BeginningYearBalanceAmt |
| Contributions | $349,864 | ContributionsAmt |
| Investment Earnings Or Losses | $345,230 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $139,616 | GrantsOrScholarshipsAmt |
| End Year Balance | $6,873,582 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.41750 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.51430 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06820 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,307,918 | OtherCostOrOtherBasisAmt |
| Book Value | $3,307,918 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,015,976 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,719,367 | DepreciationAmt |
| Book Value | $40,296,609 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,183,937 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,491,327 | DepreciationAmt |
| Book Value | $3,692,610 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $86,169 | OtherCostOrOtherBasisAmt |
| Book Value | $86,169 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $47,383,306 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| GOVERNMENTAL STUDENT LOAN PROGRAMS | $706,794 |
| STUDENT DEPOSITS | $840,494 |
| SPLIT INTEREST AGREEMENT OBLIGATIONS | $287,102 |
| ASSET RETIREMENT OBLIGATIONS | $154,726 |
| INTEREST RATE SWAP AGREEMENT LIABILITY | $3,379,587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,368,703 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $31,849,335 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $302,230 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$10,159,259 | OtherRevenueAmt |
| Revenue Not Reported | -$9,857,029 | RevenueNotReportedAmt |
| Revenue Subtotal | $41,706,364 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$98,790 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$98,790 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $41,607,574 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,571,779 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $285,271 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $285,271 | ExpensesNotReportedAmt |
| Expenses Subtotal | $29,286,508 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $11,817,968 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $11,817,968 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $41,104,476 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT IS HELD BY NORTHWEST UNIVERSITY FOUNDATION. THE ENDOWMENT IS USED PRIMARILY TO GENERATE REVENUE TO SUPPORT SCHOLARSHIPS FOR STUDENTS TO STUDY AT NORTHWEST UNIVERSITY. OTHER ENDOWMENT FUNDS SUPPORT THE UNIVERSITY DIRECTLY BY ADDING ADDITIONAL REVENUE TO THE UNIVERSITY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT 652,965. REVENUE REPORTED ON NORTHWEST UNIVERSITY FOUNDATION'S TAX RETURN 1,005,744. FINANCIAL AID REPORTED WITH REVENUE IN THE AUDITED FINANCIAL STATEMENTS -11,786,633. INVESTMENT EXPENSES NETTED WITH INTEREST/DIVIDEND INCOME ON FINANCIALS -31,335. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES REPORTED WITH EXPENSES ON THE FINANCIAL STATEMENTS -98,790. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES REPORTED ON NORTHWEST UNIVERSITY FOUNDATION'S TAX RETURN 186,481. FUNDRAISING EXPENSES REPORTED WITH REVENUE ON THE TAX RETURN 98,790. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID REPORTED WITH REVENUE IN THE AUDITED FINANCIAL STATEMENTS 11,786,633. INVESTMENT EXPENSES NETTED WITH INTEREST/DIVIDEND INCOME 31,335. |
| SCHEDULE D, PART V, LINE 1A, COLUMN B: | IN PREPARING LAST YEAR'S FORM 990, IT WAS DISCOVERED THAT PRIOR YEARS HAD COMBINED BOTH THE ENDOWMENTS AS WELL AS ANNUITIES AND CHARITABLE REMAINDER TRUSTS. THE BEGINNING BALANCE FOR THE PRIOR YEAR HAS BEEN RESTATED TO REFLECT THE PROPER BALANCE OF THE ENDOWMENT FUNDS. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY MEETS SECTION 2(B) OF REVENUE PROCEDURE 75-50. THE UNIVERSITY HAS SATISFIED THE PUBLICITY REQUIREMENTS BY COMPLYING WITH SECTION 4.02 OF THE SAME REVENUE PROCEDURE. |
| SCHEDULE E, PART I, LINE 6 | NORTHWEST UNIVERSITY RECEIVES TITLE IV FINANCIAL AID THAT IS DISBURSED TO ELIGIBLE STUDENTS ATTENDING THE UNIVERSITY. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (14 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | MISSION TRIP | $652 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | MISSION TRIP | $1,709 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | MISSION TRIP | $18,845 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | MISSION TRIP | $21,667 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | NURSING INTERNATIONAL STUDY TOUR | $44,129 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | NURSING INTERNATIONAL STUDY TOUR | $25,064 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | PROGRAM SERVICES | NURSING INTERNATIONAL STUDY TOUR | $20,019 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | NURSING INTERNATIONAL STUDY TOUR | $36,347 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | NURSING INTERNATIONAL STUDY TOUR | $20,917 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | CAS INTERNATIONAL STUDY TOUR | $22,048 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | CAS INTERNATIONAL STUDY TOUR | $21,576 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | COM INTERNATIONAL STUDY TOUR | $90,111 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | SOBM INTERNATIONAL STUDY TOUR | $128,608 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | CSBS INTERNATIONAL STUDY TOUR | $73,256 |
| 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 | $168,432 | SubtotalSpentAmt |
| Continuation Spent | $356,516 | ContinuationSpentAmt |
| Total Spent | $524,948 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | HALL OF FAME | NameOfEvent1Amt |
| Gross Receipts Event1 | $85,892 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $53,615 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $32,277 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $29,923 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $11,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $46,455 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | GOLF TOURNAMENT | NameOfEvent2Amt |
| Gross Receipts Event2 | $18,200 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $8,075 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $10,125 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $9,176 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $64 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $257 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $104,092 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $61,690 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $42,402 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $39,099 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $64 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $11,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $46,712 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $97,375 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$54,973 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1216 | RecipientCnt |
| Non Cash Assistance | $11,786,633 | NonCashAssistanceAmt |
| Valuation Method Used | BOOK VALUE | ValuationMethodUsedDesc |
| Non Cash Assistance | FINANCIAL AID TO STUDENTS | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | STUDENTS APPLY FOR SCHOLARSHIPS USING FEDERAL FAFSA APPLICATIONS. SPECIFIC CRITERIA ARE APPLIED TO CONFIRM ELIGIBILITY AND TO ASSURE FAIRNESS TO ALL APPLICANTS. | ExplanationTxt |
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 |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH CASTLEBERRY | PersonNm |
| Title | UNIVERSITY PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $113,499 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $1,943 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $12,814 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $101,658 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $229,914 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | MINISTER'S PARSONAGE ALLOWANCE WAS PAID IN CASH TO OUR PRESIDENT AND OTHER MINISTER EMPLOYEES. THESE AMOUNTS ARE CONSIDERED NON-TAXABLE COMPENSATION SINCE THE PAYMENTS MEET THE CRITERIA UNDER IRC SECTION 107. OCCASIONAL PAYMENTS FOR SPOUSE TRAVEL AND MEALS WERE MADE FOR THE PRESIDENT'S SPOUSE BUT ONLY WHEN THERE WAS A VALID BUSINESS PURPOSE FOR HER TRAVEL. SINCE THERE IS A BONA FIDE BUSINESS PURPOSE, THE AMOUNTS ARE NOT TAXABLE TO THE PRESIDENT. THE PRESIDENT RECEIVES A CAR ALLOWANCE THAT IS GROSSED UP AS A TAXABLE BENEFIT. HOUSE CLEANING SERVICES WERE PAID FOR THE PRESIDENT'S HOME WHEN RELATED TO BUSINESS EVENTS. SINCE THERE IS A BONA FIDE BUSINESS PURPOSE, THE AMOUNTS ARE NOT TAXABLE TO THE PRESIDENT. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN PUBLIC FINANCE AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 273866124 | BondIssuerEIN |
| Bond Issued | 2012-08-01 | BondIssuedDt |
| Issue Price | $27,150,000 | IssuePriceAmt |
| Purpose | REFINANCE EXISTING CAMPUS DEBT | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $27,150,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $415,000 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $26,735,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2008 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (1) | Form8038TFiledInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 10.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 123 | ContributionCnt |
| Noncash Contributions Rpt F990 | $31,339 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTIONS REPORTED REPRESENTS THE NUMBER OF ITEMS DONATED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6: | THERE WERE 32 VOLUNTEER BOARD MEMBERS DURING THE YEAR. |
| FORM 990, PART VI, SECTION A, LINE 2 | DAVE COLE AND DON DETRICK HAVE A BUSINESS RELATIONSHIP. DOYLE FULKES, BILL WILSON, KRISTEN WAGGONER AND BOYD POWERS HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7A | TWO BOARD MEMBERS ARE APPOINTED OR ELECTED BY EACH OF THE PARTICIPATING DISTRICT OF THE ASSEMBLIES OF GOD. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 AND RELATED SCHEDULES ARE PREPARED BY ACCOUNTANTS AT NORTHWEST UNIVERSITY. THE RETURN IS INTERNALLY REVIEWED AND THEN SUBMITTED TO A THIRD PARTY CPA FOR REVIEW. A PUBLIC DISCLOSURE VERSION OF THE RETURN IS THEN DISTRIBUTED TO EACH MEMBER OF THE BOARD FOR REVIEW. AFTER THE COMMENTS FROM BOARD MEMBERS ARE ADDRESSED AND ANY CORRECTIONS ARE MADE, THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY APPLIES TO OFFICERS, DIRECTORS, TRUSTEES, AND MANAGEMENT EMPLOYEES. CONFLICTS AND POTENTIAL CONFLICTS ARE DISCLOSED TO THE EXECUTIVE DIRECTOR AND THE EXECUTIVE COMMITTEE OF THE BOARD AS THEY ARISE. THE EXECUTIVE DIRECTOR AND THE EXECUTIVE COMMITTEE DETERMINE WHETHER OR NOT AN ACTUAL CONFLICT OF INTEREST EXISTS. IF AN ACTUAL CONFLICT IS DEEMED TO EXIST, THE BOARD WILL DETERMINE THE APPROPRIATE RESPONSE THAT RESULTS IN THE BEST INTEREST FOR NORTHWEST UNIVERSITY. THE FOLLOWING ARE THE RESTRICTIONS IMPOSED ON INDIVIDUALS FOR WHOM A CONFLICT EXISTS: THEY ARE REQUIRED TO RECUSE THEMSELVES FROM ALL VOTING AND OTHER DECISION MAKING WITH REGARD TO THE TRANSACTION FOR WHICH THE CONFLICT EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS ALL COMPENSATION. THE CCCU NATIONAL SALARY SURVEY IS USED AS A COMPARATIVE SOURCE FOR REASONABLENESS. THIS PROCESS IS DONE FOR THE PRESIDENT AS WELL AS ALL OFFICERS AND KEY EMPLOYEES OF THE UNIVERSITY. |
| FORM 990, PART VI, SECTION C, LINE 19 | OUR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THESE REQUESTS ARE MADE TO THE UNIVERSITY PRESIDENT'S OFFICE. WHEN REQUESTS ARE RECEIVED, WE PROVIDE COPIES AS REQUESTED. THIS MIGHT BE IN PAPER FORM OR BY E-MAIL SENT AS A PDF DOCUMENT. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT 652,965. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST UNIVERSITY FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5520 108TH AVENUE NE PO BOX 579 | AddressLine1 |
| City | KIRKLAND | City |
| State | WA | State |
| ZIP Code | 98083 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952008029 | EIN |
| Primary Activities | SUPPORT HIGHER EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS (16) | ||||
| INVESTMENT | WA | N/A | T | 0 |
| CHARITABLE ANNUITY TRUSTS (3) | ||||
| INVESTMENT | WA | N/A | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| NORTHWEST UNIVERSITY FOUNDATION | ||
| A | $135,579 | ACTUAL COSTS |
| NORTHWEST UNIVERSITY FOUNDATION | ||
| C | $50,902 | ACTUAL COSTS |