WHITWORTH UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WHITWORTH UNIVERSITY (EIN 91-0473310)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-03-14
- IRS object ID
- 201320739349300502
- Schema version
- 2011v1.5
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-14T07:35:50-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390859910 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S 6TH ST STE 2300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910473310 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITWORTH UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WHIT | NameControl |
| Phone | 5097773243 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W HAWTHORNE ROAD | AddressLine1 |
| City | SPOKANE | City |
| State | WA | State |
| ZIP Code | 99251 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN L BENZEL | Name |
| Title | CFO | Title |
| Phone | 5097773243 | Phone |
| Date Signed | 2013-02-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAWRENCE H MOHR CPA | Name |
| PTIN | P00447603 | PTIN |
| Phone | 6128764500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BECK TAYLOR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W HAWTHORNE ROAD | AddressLine1 |
| City | SPOKANE | City |
| State | WA | State |
| ZIP Code | 99251 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 115741393 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WHITWORTH.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1890 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | SINCE 1890, WHITWORTH HAS HELD FAST TO ITS FOUNDING MISSION OF PROVIDING "AN EDUCATION OF MIND AND HEART" THROUGH RIGOROUS INTELLECTUAL INQUIRY GUIDED BY DEDICATED CHRISTIAN SCHOLARS. RECOGNIZED AS ONE OF THE TOP REGIONAL COLLEGES AND UNIVERSITIES IN THE WEST, WHITWORTH UNIVERSITY HAS AN ENROLLMENT OF 2,887 STUDENTS AND OFFERS 60 UNDERGRADUATE AND GRADUATE DEGREE PROGRAMS. IN RECENT YEARS, WHITWORTH HAS ENJOYED RECORD LEVELS OF STUDENT ENROLLMENT AND RETENTION, THE STRONGEST FINANCIAL POSITION IN THE UNIVERSITY'S HISTORY, AND INCREASED EXTERNAL VISIBILITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 34 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 33 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2287 | TotalNbrEmployees |
| Total Nbr Volunteers | 55 | TotalNbrVolunteers |
| Total Gross UBI | -2792 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -3320 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10038114 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 14276395 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 84767223 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 87846175 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3677498 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3923067 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -158465 | OtherRevenuePriorYear |
| Other Revenue Current Year | -102380 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 98324370 | TotalRevenuePriorYear |
| Total Revenue Current Year | 105943257 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 31708364 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 32774245 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 37434926 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 38930295 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3067849 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 24624322 | OtherExpensePriorYear |
| Other Expenses Current Year | 27147226 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 93767612 | TotalExpensesPriorYear |
| Total Expenses Current Year | 98851766 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4556758 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 7091491 | RevenuesLessExpensesCY |
| Total Assets BOY | 223835836 | TotalAssetsBOY |
| Total Assets EOY | 247032756 | TotalAssetsEOY |
| Total Liabilities BOY | 78771688 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 99446280 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 145064148 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 147586476 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SINCE 1890, WHITWORTH HAS HELD FAST TO ITS FOUNDING MISSION OF PROVIDING "AN EDUCATION OF MIND AND HEART" THROUGH RIGOROUS INTELLECTUAL INQUIRY GUIDED BY DEDICATED CHRISTIAN SCHOLARS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 69155810 | Expense |
| Grants | 32774245 | Grants |
| Revenue | 75501241 | Revenue |
| Description | INSTRUCTION: WHITWORTH UNIVERSITY'S ENROLLMENT (2011-12) UNDERGRADUATE: 2,628; GRADUATE: 259.UNDER-REPRESENTED ETHNIC ENROLLMENT UNDERGRADUATE: 18.4 PERCENT. SIX-YEAR GRADUATION RATE (2011-12): 80.3 PERCENT OF FIRST-TIME, FULL-TIME STUDENTS ENROLLED IN FALL 2004 GRADUATED WITHIN SIX YEARS. FRESHMAN-TO-SOPHOMORE RETENTION RATE (2011-12): 83.3 PERCENT. THE UNIVERSITY UNDERGRADUATE STUDENT BODY HAS A COMPOSITION OF 82%/18% WHITE/NON-WHITE; 60%/40% FEMALE/MALE AND REPRESENTATION OF 23 COUNTRIES. THE UNIVERSITY OFFERS 60 UNDERGRADUATE AND GRADUATE DEGREE PROGRAMS; THE MOST PROMINENT ARE ELEMENTARY EDUCATION, BUSINESS MANAGEMENT, ENGLISH, BIOLOGY AND PSYCHOLOGY. IN FISCAL YEAR 2011-12 WHITWORTH STUDENTS SAW THE OPENING OF THE NEW ROBINSON CHEMISTRY AND BIOLOGY ACADEMIC BUILDING, A $31 MILLION LEED GOLD BUILDING, AND THE EXPANSION OF THE UNIVERSITY DINING FACILITIES. 2012 IS ALSO THE 13TH YEAR IN A ROW THAT WHITWORTH HAS BEEN IN THE TOP 10 OF U.S. NEWS AND WORLD REPORT'S ANNUAL RANKINGS; THE PRINCETON REVIEW AGAIN DESIGNATED WHITWORTH A "BEST IN THE WEST" UNIVERSITY IN THE REVIEW'S "2012 BEST COLLEGES: REGION BY REGION" GUIDE. IN 2012 THE WHITWORTH SCHOOL OF EDUCATION EARNED A NEARLY UNHEARD-OF PERFECT SCORE FOR ITS PROGRAMS IN TEACHER EDUCATION AND WHITWORTH WAS NAMED A "BEST CHRISTIAN WORKPLACE" AMONG HIGHER-EDUCATION INSTITUTIONS BASED ON THE 2012 NATIONAL SURVEY OF EMPLOYEES AT CHRISTIAN BUSINESSES AND NONPROFIT ORGANIZATIONS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7542225 | Expense |
| Revenue | 7988531 | Revenue |
| Description | STUDENT SERVICES: WHITWORTH'S RESIDENCE HALLS AND/OR ON-CAMPUS HOUSES/APARTMENTS ACCOMMODATE OVER 1,200 STUDENTS (FALL 2011). WHITWORTH HAS A TWO-YEAR RESIDENCY REQUIREMENT. THE UNIVERSITY OFFERS 11 HALLS AND 23 THEME HOUSES. STUDENT CLUBS AND ORGANIZATIONS: WHITWORTH HAS NEARLY 40 STUDENT CLUBS, RANGING FROM AMNESTY INTERNATIONAL TO THE HAWAIIAN CLUB. RECENT STUDENT HIGHLIGHTS: A RECORD FOUR WHITWORTH SENIORS WERE AWARDED FULBRIGHT ENGLISH TEACHING ASSISTANTSHIP GRANTS FOR THE 2011-12 ACADEMIC YEAR. IN ADDITION, WHITWORTH WAS NAMED A TOP PRODUCER OF FULBRIGHT SCHOLARS IN 2011-12, FOR THE SECOND TIME IN THREE YEARS. IN 2012, FOR THE FIRST TIME IN WHITWORTH HISTORY, A TEAM OF WHITWORTH STUDENTS WON THE NATIONAL CHAMPIONSHIP AT THE NATIONAL INTERCOLLEGIATE ETHICS BOWL, SPONSORED BY THE ASSOCIATION FOR PRACTICAL AND PROFESSIONAL ETHICS. THIS IS THE THIRD TIME IN FOUR YEARS WHITWORTH HAS PLACED IN THE TOP FIVE IN THE NATIONAL ETHICS. IN ADDITION, TWO STUDENTS IN WHITWORTH'S FORENSICS PROGRAM WON NATIONAL TITLES IN SPEECH AND DEBATE AT THE 2012 INTERNATIONAL PUBLIC DEBATE ASSOCIATION'S TOURNAMENT WHEN THEY BECAME CO-NATIONAL CHAMPIONS OUT OF A FIELD OF 94 DEBATERS FROM 28 SCHOOLS. THEIR WINS MARK THE FIRST TIME IN WHITWORTH HISTORY THAT STUDENTS HAVE TAKEN HOME INDIVIDUAL NATIONAL TITLES IN A SPEECH OR DEBATE EVENT. ALSO IN 2012, ONE OF OUR ENGINEERING PHYSICS MAJORS WON A PRESTIGIOUS BARRY M. GOLDWATER SCHOLARSHIP FOR 2012-13; HE WAS SELECTED FROM 1,123 TOP MATH, SCIENCE AND ENGINEERING STUDENTS NOMINATED BY THEIR INSTITUTIONS OUT OF A POOL OF MORE THAN 300,000 STUDENTS NATIONWIDE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2920832 | Expense |
| Revenue | 3067998 | Revenue |
| Description | AUXILIARY SERVICES: WHITWORTH UNIVERSITY PROVIDES DINING SERVICES TO OVER 1,200 RESIDENT STUDENTS AND TO THE MANY OTHER STUDENTS WHO LIVE OFF CAMPUS. THE UNIVERSITY ALSO PROVIDES ACCESS TO PURCHASING BOOKS AND SUPPLIES AT ITS CAMPUS BOOKSTORE. IN FISCAL YEAR 2012, AUXILIARY SERVICES GENERATED GROSS REVENUES OF OVER $12.0 MILLION THAT HELP SUPPORT THE ACADEMIC AND STUDENTS SERVICES PROVIDED TO THE ALMOST 3,000 UNDERGRADUATE AND GRADUATE STUDENTS REGISTERED AT THE UNIVERSITY. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1140816 | Expense |
| Revenue | 1288405 | Revenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1140816 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 1288405 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 80759683 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 125 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 2287 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | CS | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 34 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 33 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUZ MERKEL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5097774225 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W HAWTHORNE ROAD | AddressLine1 |
| City | SPOKANE | City |
| State | WA | State |
| ZIP Code | 99251 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (42 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| BECK TAYLOR | |||||||||
| PRESIDENT | 40.00 | X | X | 277908 | 0 | 54146 | |||
| REV DR PETER B BARNES | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JAMES S BENNETT JR | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| CHARLES L BOPPELL | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| SCOTT C CHANDLER | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DEBRA K COZZETTO | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| LINDA CUNNINGHAM | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DR PAUL CUNNINGHAM | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| WILLIAM P CURRY | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| CLARK DONNELL | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| REV DR SCOTT DUDLEY | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| CURTIS ESTES | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| WILLIAM C FIX | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| REV KATHY GOODRICH | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| GARY J HOPKINS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MICHAEL KEENAN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| BRIAN KIRKPATRICK | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ANDREA LAIRSON | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JAMES MUNYON | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DAVID G MYERS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| WALTER M OLIVER | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| REV GAYLE PARKER | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| MARK POE | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JENNIFER RATCLIFFE | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JOHN DAVID ROBBLEE | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| KENNETH M ROBERTS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JUDI SHUPPER | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| REV DR JAMES M SINGLETON | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JAN MORROW SKAGGS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| REV JOHN SOWERS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| STUART STILES | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ANNE STORM | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| ARTHUR SYMONS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JASON THACKSTON | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| BRIAN BENZEL | |||||||||
| VP OF FINANCE AND ADMINIST | 40.00 | X | 155960 | 0 | 18165 | ||||
| MICHAEL LE ROY | |||||||||
| VP FOR ACADEMIC AFFAIRS | 40.00 | 151655 | 0 | 34240 | X | ||||
| KATHY STORM | |||||||||
| VP FOR STUDENT LIFE | 40.00 | 128791 | 0 | 15017 | X | ||||
| SCOTT MCQUILKIN | |||||||||
| VP FOR INSTITUTIONAL ADVAN | 40.00 | 139391 | 0 | 81381 | X | ||||
| LUZ MERKEL | |||||||||
| ASSOCIATE VP FOR FINANCE AND ADMINISTRATION | 40.00 | 100228 | 0 | 44442 | X | ||||
| ROBERT BEATTY | |||||||||
| DEAN OF THE SCHOOL OF GLOBAL COMMERCE & MANAGEMENT | 40.00 | 147452 | 0 | 43318 | X | ||||
| HANS BYNAGLE | |||||||||
| DIRECTOR OF THE LIBRARY | 40.00 | 127489 | 0 | 15554 | X | ||||
| WILLIAM P ROBINSON | |||||||||
| FORMER PRESIDENT | 40.00 | 155199 | 0 | 16915 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1384073 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 323178 | TotalOtherCompensation |
| Number Individuals GT100 K | 20 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| WALKER CONSTRUCTION CO | |||||
| PO BOX 3901 | SPOKANE | WA | 99220 | CONSTRUCTION | 3248697 |
| BOUTEN CONSTRUCTION CO | |||||
| PO BOX 3507 | SPOKANE | WA | 99220 | CONSTRUCTION | 1395402 |
| WOLFE ARCHITECTURAL | |||||
| 221 W MAIN | SPOKANE | WA | 99201 | ARCHITECTS | 400198 |
| EDWARDS LALONE TRAVEL | |||||
| 221 W MAIN | SPOKANE | WA | 99204 | TRAVEL AGENCY | 391046 |
| ROYALL & COMPANY | |||||
| 1920 E PARHAM RD | RICHMOND | VA | 23228 | MAILING LIST SERVICES | 316953 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 48 | NumberOfContractorsGT100K |
| Fundraising Events | 82049 | FundraisingEvents |
| Related Organizations | 413936 | RelatedOrganizations |
| Government Grants | 4020972 | GovernmentGrants |
| All Other Contributions | 9759438 | AllOtherContributions |
| Noncash Contributions | 1834495 | NoncashContributions |
| Total Contributions | 14276395 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611710 | 75501241 | 75501241 |
| AUXILIARY ENTERPRISES | 611710 | 11099222 | 11099222 |
| SALES AND SERVICES | 611710 | 1245712 | 1245712 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 87846175 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2296598 | TotalRevenueColumn |
| Unrelated Business Revenue | 5011 | UnrelatedBusinessRevenue |
| Exclusion | $2,291,587 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 183903 | TotalRevenueColumn |
| Exclusion | $183,903 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 449241 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 457044 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -7803 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -7803 | TotalRevenueColumn |
| Unrelated Business Revenue | -7803 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9651330 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8208764 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1442566 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1442566 | TotalRevenueColumn |
| Exclusion | $1,442,566 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 72774 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 82049 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 64545 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8229 | TotalRevenueColumn |
| Exclusion | $8,229 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 964977 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1067783 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -102806 | TotalRevenueColumn |
| Exclusion | -$102,806 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 105943257 | TotalRevenueColumn |
| Related Or Exempt Function Income | 87846175 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -2792 | UnrelatedBusinessRevenue |
| Exclusion | $3,823,479 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32774245 | Total |
| Program Services | 32774245 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 559780 | Total |
| Program Services | 152131 | ProgramServices |
| Management And General | 255196 | ManagementAndGeneral |
| Fundraising | 152453 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28417248 | Total |
| Program Services | 21312936 | ProgramServices |
| Management And General | 6251795 | ManagementAndGeneral |
| Fundraising | 852517 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1966624 | Total |
| Program Services | 1297972 | ProgramServices |
| Management And General | 570321 | ManagementAndGeneral |
| Fundraising | 98331 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5953797 | Total |
| Program Services | 4415860 | ProgramServices |
| Management And General | 1331692 | ManagementAndGeneral |
| Fundraising | 206245 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2032846 | Total |
| Program Services | 914781 | ProgramServices |
| Management And General | 1016423 | ManagementAndGeneral |
| Fundraising | 101642 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33022 | Total |
| Program Services | 13209 | ProgramServices |
| Management And General | 18162 | ManagementAndGeneral |
| Fundraising | 1651 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98889 | Total |
| Management And General | 98889 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 426846 | Total |
| Management And General | 387580 | ManagementAndGeneral |
| Fundraising | 39266 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1382865 | Total |
| Program Services | 802062 | ProgramServices |
| Management And General | 511660 | ManagementAndGeneral |
| Fundraising | 69143 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 517880 | Total |
| Program Services | 388410 | ProgramServices |
| Fundraising | 129470 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2903638 | Total |
| Program Services | 1742183 | ProgramServices |
| Management And General | 1016273 | ManagementAndGeneral |
| Fundraising | 145182 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1756722 | Total |
| Program Services | 966197 | ProgramServices |
| Management And General | 527017 | ManagementAndGeneral |
| Fundraising | 263508 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1733 | Total |
| Program Services | 1733 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2415565 | Total |
| Program Services | 1715051 | ProgramServices |
| Management And General | 603891 | ManagementAndGeneral |
| Fundraising | 96623 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1647882 | Total |
| Program Services | 741547 | ProgramServices |
| Management And General | 576759 | ManagementAndGeneral |
| Fundraising | 329576 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1421531 | Total |
| Program Services | 781842 | ProgramServices |
| Management And General | 355383 | ManagementAndGeneral |
| Fundraising | 284306 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3062985 | Total |
| Program Services | 3062985 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6331116 | Total |
| Program Services | 5064893 | ProgramServices |
| Management And General | 1139601 | ManagementAndGeneral |
| Fundraising | 126622 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 385264 | Total |
| Program Services | 288948 | ProgramServices |
| Management And General | 88611 | ManagementAndGeneral |
| Fundraising | 7705 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BOARD EXPENSES | 2920832 | 2920832 | ||
| FED. GRANTS ADMIN. EXP. | 798476 | 798476 | ||
| EQUIPMENT & REPAIRS | 399947 | 239968 | 119984 | 39995 |
| SUBSCRIPTIONS & PUBS. | 332071 | 149432 | 83018 | 99621 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 309962 | Total |
| Program Services | 213990 | ProgramServices |
| Management And General | 71979 | ManagementAndGeneral |
| Fundraising | 23993 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98851766 | Total |
| Program Services | 80759683 | ProgramServices |
| Management And General | 15024234 | ManagementAndGeneral |
| Fundraising | 3067849 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2436271 | BOY |
| EOY | 4831140 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4019662 | BOY |
| EOY | 5373914 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2044828 | BOY |
| EOY | 1508787 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4333069 | BOY |
| EOY | 4196979 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 540300 | BOY |
| EOY | 539493 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 663061 | BOY |
| EOY | 500639 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 162367872 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 57856866 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100027163 | BOY |
| EOY | 104511006 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41749111 | BOY |
| EOY | 56881571 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40240742 | BOY |
| EOY | 30637662 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27781629 | BOY |
| EOY | 38051565 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223835836 | BOY |
| EOY | 247032756 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8483349 | BOY |
| EOY | 9351542 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3591234 | BOY |
| EOY | 3582619 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1283021 | BOY |
| EOY | 1755045 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62220942 | BOY |
| EOY | 81286583 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3193142 | BOY |
| EOY | 3470491 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78771688 | BOY |
| EOY | 99446280 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52525067 | BOY |
| EOY | 55840338 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30844965 | BOY |
| EOY | 26758523 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61694116 | BOY |
| EOY | 64987615 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 145064148 | BOY |
| EOY | 147586476 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223835836 | BOY |
| EOY | 247032756 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 7091491 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -4569163 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $4,400 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 4400 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | THE UNIVERSITY BELONGS TO THE INDEPENDENT COLLEGES AND UNIVERSITIES OF WASHINGTON AND THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES AND AS SUCH PARTICIPATES IN THE LOBBYING ACTIVITIES OF SUCH ORGANIZATIONS. ICW INDICATED THE ESTIMATED AMOUNT OF THE UNIVERSITY FEES DEDICATED TO LOBBYING IN FY 2012 ABOUT $4,000. NAICU INDICATED THE ESTIMATED AMOUNT OF THE UNIVERSITY FEES DEDICATED TO LOBBYING IN FY 2012 WAS ALMOST $400. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 99247149 | BeginningOfYearBalance |
| Contributions | 4484148 | Contributions |
| Investment Earnings Or Losses | -2284488 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2576741 | GrantsOrScholarships |
| End Of Year Balance | 98870068 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 80053250 | BeginningOfYearBalance |
| Contributions | 3413412 | Contributions |
| Investment Earnings Or Losses | 18082616 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2302129 | GrantsOrScholarships |
| End Of Year Balance | 99247149 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 73923116 | BeginningOfYearBalance |
| Contributions | 3080981 | Contributions |
| Investment Earnings Or Losses | 5362563 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2313410 | GrantsOrScholarships |
| End Of Year Balance | 80053250 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 93721329 | BeginningOfYearBalance |
| Contributions | 2167243 | Contributions |
| Investment Earnings Or Losses | -19531262 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2434194 | GrantsOrScholarships |
| End Of Year Balance | 73923116 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.10600 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.64690 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.24710 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5596315 | OtherCostOrOtherBasis |
| Book Value | 5596315 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 121705067 | OtherCostOrOtherBasis |
| Depreciation | 40332371 | Depreciation |
| Book Value | 81372696 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16123580 | OtherCostOrOtherBasis |
| Depreciation | 9116996 | Depreciation |
| Book Value | 7006584 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18942910 | OtherCostOrOtherBasis |
| Depreciation | 8407499 | Depreciation |
| Book Value | 10535411 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 104511006 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (9 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| EQUITY INDEX FUND | 6848877 | F |
| COMMODITIES | 2485307 | F |
| REAL ESTATE INVESTMENT | 6942612 | F |
| NOTES REC. COLL/REAL ESTATE | 58000 | F |
| SINGLE PREMIUM LIFE INS. POLICY | 136487 | F |
| LIMITED PARTNERSHIPS | 3487248 | F |
| PRIVATE EQUITY FUNDS | 4386642 | F |
| HEDGE FUNDS | 6199145 | F |
| OTHER INVESTMENTS | 93344 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 30637662 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS | 18337346 |
| DEFERRED DEBT ACQUISITION COSTS | 769993 |
| DEPOSITS HELD BY TRUSTEE | 18944226 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 38051565 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| STUDENT DEPOSITS | $1,447,008 |
| ASSET RETIREMENT OBLIGATION | $866,385 |
| INTEREST RATE EXCHANGE LIABILITY | $1,157,098 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3470491 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT FUNDS ARE MAINLY USED TO PROVIDE SCHOLARSHIP SUPPORT TO STUDENTS SO THAT THEY CAN ATTEND THE UNIVERSITY. SOME OF THE FUNDS ARE ALSO USED TO PROVIDE FUNDING SUPPORT FOR RESEARCH AND DEPARTMENTAL ACTIVITIES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE UNIVERSITY FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2012 AND 2011. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AUTHORITIES. THE TAX RETURNS FOR THE CURRENT YEAR AS WELL AS FISCAL YEARS 2009 THROUGH 2011 ARE OPEN TO EXAMINATION BY FEDERAL AUTHORITIES. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE NON-DISCRIMINATION POLICY IS PUBLISHED IN ALL STUDENT BROCHURES AND WEBSITES. THE POLICY IS ALSO PUBLISHED IN THE LOCAL NEWSPAPER AT LEAST ONCE DURING THE FISCAL YEAR. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | WHITWORTH UNIVERSITY PARTICIPATES IN THE FEDERAL FINANCIAL AID PROGRAM AND AS SUCH, MANAGES FEDERAL AND STATE AID THAT IS ALLOCATED TO THE STUDENTS. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 1 | 2 | PROGRAM SERVICES - CAPITAL CONTRIBUTIONS TO WHITWORTH COSTA RICA LIMITADA | ACADEMIC INSTRUCTION | 481503 |
| CENTRAL AMERICA AND THE CARIBBEAN | 1 | 0 | CAPITAL CONTRIBUTIONS FOR PLANT INVESTMENT | ACADEMIC INSTRUCTION | 6900 |
| CENTRAL AMERICA AND THE CARIBBEAN | 1 | 0 | INVESTMENT | 2407951 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 3 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 2 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 3 | TotalNumberOfOffices |
| Total Number Of Employees | 2 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 2896354 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 2896354 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SCHEDULE F, PART IV, LINE 4: THE UNIVERSITY INVESTS IN PARTNERSHIPS THAT HOLD DIRECT OR INDIRECT INTERESTS IN PASSIVE FOREIGN INVESTMENT COMPANIES. THE INVESTMENT PARTNERSHIPS HAVE PROPERLY FILED FORM 8621. UNDER THESE FACTS, IT IS NOT NECESSARY FOR THE UNIVERSITY TO FILE AN ADDITIONAL 8621. SCHEDULE F, PART IV, LINE 5: THE UNIVERSITY INVESTS IN PARTNERSHIPS THAT HOLD DIRECT OR INDIRECT INTERESTS IN FOREIGN PARTNERSHIPS. HOWEVER, THE UNIVERSITY DOES NOT MEET THE FILING REQUIREMENTS OF FORM 8865 AS A RESULT. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PIRATE NIGHT | NameOfEvent1 |
| Gross Receipts Event1 | 96381 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 61944 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 34437 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 3245 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 5060 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 8744 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF TOURNEY SPOKANE | NameOfEvent2 |
| Gross Receipts Event2 | 39065 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 17525 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 21540 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 20210 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 8692 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 19377 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 2580 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 16797 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 10754 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 7840 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 154823 | GrossReceiptsTotal |
| Charitable Contributions Total | 82049 | CharitableContributionsTotal |
| Gross Revenue Total Events | 72774 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 34209 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 5060 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 25276 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 64545 | DirectExpenseSummaryEvents |
| Net Income Summary | 8229 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID FOR TUITION, ROOM AND BOARD EXPENSES | TypeOfGrant |
| Number Of Recipients | 2887 | NumberOfRecipients |
| Amount Of Cash Grant | 32774245 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | BOOK | MethodOfValuation |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: STUDENTS MUST SUBMIT THEIR FAFSA FEDERAL FORM TO DOCUMENT THEIR NEED FOR FEDERAL FINANCIAL AID. ONCE THE FINANCIAL AID IS AWARDED, THE GRANTS ARE TRANSMITTED TO THE STUDENTS' INSTITUTIONAL ACCOUNTS TO PAY FOR TUITION CHARGES, THERE IS ALSO A FOLLOW UP PROCESS DURING THE SEMESTER AND SCHOOL YEAR TO ENSURE ACADEMIC CREDITS COMPLETION AND SATISFACTORY ACADEMIC PROCESS BEFORE ADDITIONAL FINANCIAL AID IS AWARDED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Payments For Use Of Residence | X | PaymentsForUseOfResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BECK TAYLOR | |||||||||||||
| 253533 | 0 | 0 | 0 | 24375 | 0 | 21518 | 0 | 32628 | 0 | 332054 | 0 | 0 | 0 |
| BRIAN BENZEL | |||||||||||||
| 154772 | 0 | 0 | 0 | 1188 | 0 | 12514 | 0 | 5651 | 0 | 174125 | 0 | 0 | 0 |
| MICHAEL LE ROY | |||||||||||||
| 151475 | 0 | 0 | 0 | 180 | 0 | 12667 | 0 | 21573 | 0 | 185895 | 0 | 0 | 0 |
| SCOTT MCQUILKIN | |||||||||||||
| 138125 | 0 | 0 | 0 | 1266 | 0 | 10962 | 0 | 70419 | 0 | 220772 | 0 | 0 | 0 |
| ROBERT BEATTY | |||||||||||||
| 97392 | 0 | 0 | 0 | 50060 | 0 | 11774 | 0 | 31544 | 0 | 190770 | 0 | 0 | 0 |
| WILLIAM P ROBINSON | |||||||||||||
| 154059 | 0 | 0 | 0 | 1140 | 0 | 12596 | 0 | 4319 | 0 | 172114 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE COMPENSATION AND BENEFITS OF THE ORGANIZATION'S PRESIDENT ARE ADOPTED AND APPROVED BY AN EXECUTIVE COMPENSATION COMMITTEE WHICH IS A SUB-COMMITTEE OF THE BOARD OF TRUSTEES. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY | |||||||
| 911306482 | 939781G53 | 2009-11-04 | 63581858 | CONSTRUCTION | 0 | 0 | 0 |
| WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY | |||||||
| 911306482 | 939781P20 | 2012-03-01 | 20065060 | CONSTRUCTION | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|
| 2257960 | 63581858 | 4299656 | 23022863 | 1069339 | 35190000 | 2011 | 1 | 1 | 1 | 1 |
| 102375 | 20065060 | 1211350 | 376375 | 18477335 | 2012 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 1 | 0 | 0 | 0.00000 | 0.03000 | 0.03000 | 1 |
| 0 | 0 | 1 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| AVISTA UTILITIES | |||
| JASON THACKSTON (TRUSTEE) IS AN OFFICER OF AVISTA UTILITIES | 1200000 | UTILITY EXPENSE | 0 |
| LAWTON PRINTING COMPANY INC | |||
| RAY LAWTON (FORMER TRUSTEE) IS AN OFFICER OF LAWTON PRINTING COMPANY | 137980 | PRINTING EXPENSE | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 10 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1772470 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | TRAVEL VOUCHERS | 4 | 43633 | FMV |
| X | OTHER | 6 | 18391 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B). | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF TRUSTEES HAS DELEGATED THE REVIEW RESPONSIBILITY TO ITS AUDIT COMMITTEE. ONCE THE REVIEW IS COMPLETED THE 990 IS PLACED IN A SECURE WEBSITE FOR THE BOARD'S INSPECTION AND REVIEW BEFORE FILING THE 990. | |
| FORM 990, PART VI, SECTION B, LINE 12C | STAFF AND FACULTY: AT THE BEGINNING OF THE YEAR, WE TIE THE COMPLETION OF THE CONFLICT OF INTEREST DISCLOSURE FORM TO BEING ABLE TO AUTHORIZE OR REQUEST ANY PAYMENT FOR THE UNIVERSITY. THIS IS TRACKED IN A DATABASE. TRUSTEES: THE SECRETARY OF THE BOARD ENSURES THAT EVERY TRUSTEE COMPLETES THE DISCLOSURE FORM EVERY FALL MEETING. IF ANYONE'S FORM IS MISSING, SHE OR HER ASSISTANT FOLLOW UP UNTIL THE FORM IS COMPLETED. THEN, THE AUDIT COMMITTEE REVIEWS THOSE FORMS WITH DISCLOSED CONFLICT DURING THE FALL MEETING FOR THE STAFF AND FACULTY AND DURING THE SPRING FOR TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR KEY OFFICERS REPORTING TO THE PRESIDENT WAS REVIEWED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES IN APRIL 2011; THIS PROCESS INVOLVED AN INDEPENDENT ANALYSIS BY AN OUTSIDE CONSULTANT WHO COMPARED COMPENSATION FOR THESE INDIVIDUALS AGAINST PEER INSTITUTIONS. THESE KEY EMPLOYEES INCLUDE THE EXECUTIVE VICE PRESIDENT FOR ACADEMIC AFFAIRS, THE VICE PRESIDENT FOR INSTITUTIONAL ADVANCEMENT, THE VICE PRESIDENT FOR STUDENT LIFE, THE VICE PRESIDENT FOR ADMISSIONS AND FINANCIAL AID, AND THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION. COMPENSATION FOR THE PRESIDENT WAS REVIEWED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES IN APRIL 2011; THIS PROCESS INVOLVED AN INDEPENDENT ANALYSIS BY AN OUTSIDE CONSULTANT WHO COMPARED COMPENSATION FOR THIS INDIVIDUAL AGAINST PEER INSTITUTIONS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND CONFLICT OF INTEREST STATEMENTS ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE AT THE UNIVERSITY'S WEBSITE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -4,569,163. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | NEITHER THE OVERSIGHT PROCESS OF THE AUDIT OR THE SELECTION PROCESS OF THE INDEPENDENT ACCOUNTANT CHANGED DURING THE CURRENT YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WHITWORTH FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W HAWTHORNE RD | AddressLine1 |
| City | SPOKANE | City |
| State | WA | State |
| ZIP Code | 99251 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237232067 | EIN |
| Primary Activities | FUNDRAISING SUPPORT FOR WHITWORTH UNIVERSITY | PrimaryActivities |
| Legal Domicile State | WA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 11B | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITWORTH UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Primary ActivityPrimaryActivity | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WHITWORTH COSTA RICA LIMITADA | |||||||||||
| CALLE 7 AVENIDAS 7 Y 9 EDIFICIO | SAN JOSE | CS | EDUCATIONAL INSTITUTION | CS | WHITWORTH UNIVERSITY | C | -195493 | 3163739 | 1.00000 | ||
| CHARITY REMAINDER UNITRUSTS (25) | |||||||||||
| CHARITABLE TRUST | T | WA | N/A | ||||||||
| CHARITY REMAINDER ANNUITY TRUSTS (2) | |||||||||||
| CHARITABLE TRUST | T | WA | N/A | ||||||||
| LIFE ANNUITY TRUSTS (16) | |||||||||||
| CHARITABLE TRUST | T | WA | N/A | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| THE WHITWORTH FOUNDATION | ||
| C | 413936 | FMV |
| WHITWORTH COSTA RICA LIMITADA | ||
| B | 488403 | FMV |
Comments