2013-05-14T13:31:49-05:00 2012-06-30 911056739 VINE DAHLEN PLLC 3500 188TH STREET SW SUITE 322 LYNNWOOD WA 98037 990 2011-07-01 910654200 LUTHERAN BIBLE INSTITUTE OF SEATTLE LUTH 4252494748 2802 WETMORE AVENUE EVERETT WA 98201 TOM RAMSEY 4252494748 2013-05-14 1 KIMBERLY D FYFE P01422564 4257716055 2011 2016-02-24 21:20:13Z TRINITY LUTHERAN COLLEGE TOM RAMSEY 2802 WETMORE AVENUE EVERETT WA 98201 5521729 0 X WWW.TLC.EDU X 1945 WA TO OPERATE AN ACCREDITED CHRISTIAN LIBERAL ARTS INSTITUTION OF HIGHER EDUCATION THAT GRANTS FOUR-YEAR BACCALAUREATE DEGREES AND CERTIFICATES. 17 17 148 0 0 0 1713902 1223590 3273313 3781637 9935 547 264612 127081 5261762 5132855 1542061 1749895 0 0 2050136 1968446 0 0 336440 2320772 2362439 5912969 6080780 -651207 -947925 14610734 14243250 3877957 4533579 10732777 9709671 TO OPERATE AN ACCREDITED CHRISTIAN LIBERAL ARTS INSTITUTION OF HIGHER EDUCATION THAT GRANTS FOUR-YEAR BACCALAUREATE DEGREES AND CERTIFICATES. 0 0 4429459 1749895 3278298 TRINITY LUTHERAN COLLEGE PROVIDES OVER ONE HUNDRED AND SEVENTY EIGHT FULL-TIME EQUIVALENT STUDENTS WITH A CHRISTIAN LIBERAL ARTS EDUCATION LEADING TO A FOUR YEAR BACCALAUREATE DEGREE. 593697 369983 STUDENT HOUSING AND DINING - TRINITY LUTHERAN COLLEGE PROVIDES STUDENTS WITH ON-CAMPUS LIVING FACILITIES IN A CHRISTIAN ENVIRONMENT. 27448 133356 27448 133356 5050604 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 76 0 1 148 1 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 X TOM RAMSEY VP OF FINANCE 4252494748 2802 WETMORE AVENUE EVERETT WA 98201 DEBORAH SQUIRES 1.00 X X 0 0 0 DALE SODEN 1.00 X X 0 0 0 TWYLA LUCAS 1.00 X X 0 0 0 BARBARA ANDREWS 1.00 X 0 0 0 REV KEVIN BATES 1.00 X 0 0 0 REV PAUL CROSS 1.00 X 0 0 0 HEIDI FRANCIS 1.00 X 0 0 0 MARIA PAIVA 1.00 X 0 0 0 REV DAVID PARKS 1.00 X 0 0 0 TIM PEARSON 1.00 X 0 0 0 JOSH POST 1.00 X 0 0 0 REV JOHN SCHRAAN 1.00 X 0 0 0 SUE TAYLOR 1.00 X 0 0 0 DONEL PEDERSON 1.00 X 0 0 0 REV HERB SHAO 1.00 X 0 0 0 PHYLLIS T TURNER-BRIM ESQ 1.00 X 0 0 0 REV DR TOM WOLBRECHT 1.00 X 0 0 0 JOHN REED 40.00 X 145500 0 3930 TOM RAMSEY 40.00 X 82673 0 3930 228173 0 7860 1 0 0 0 0 150000 1073590 6332 1223590 TUITION AND FEES 611600 3278298 3278298 STUDENT HOUSING & DINI 611710 369983 369983 SEMINARS, CONVENTIONS, 611710 79245 79245 OTHER SALES & SERVICES 611710 54111 54111 3781637 347 347 504149 384863 119286 119286 119286 200 0 200 200 200 11806 4011 7795 7795 5132855 3781637 0 127628 25512 25512 1724383 1724383 194357 76184 118173 1553565 1382553 94825 76187 88947 76503 12444 131577 99857 25678 6042 284 284 44650 44650 163774 154477 2066 7231 70614 70441 154 19 274793 215798 21338 37657 642541 354903 191759 95879 136810 116074 11593 9143 12278 11643 480 155 173556 121489 34711 17356 501752 351227 100350 50175 56111 39278 11222 5611 RECRUITMENT 63470 61344 2126 HOSPITALITY 47681 17451 7079 23151 MEMBERSHIPS & SUBSCRIPT 42998 35257 4783 2958 MISCELLANEOUS 39683 33264 5731 688 91444 82966 4290 4188 6080780 5050604 693736 336440 25870 134103 23389 19116 792610 228715 22219 31354 59850 68429 15211625 2116156 12886248 13095469 568548 436229 232000 229835 14610734 14243250 236983 230324 22972 12133 2850532 3597153 767470 693969 3877957 4533579 X 9616489 9338625 1099676 353945 16612 17101 10732777 9709671 14610734 14243250 X -947925 -75181 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 421064 67532 -3361 46394 438841 582741 15252 7799 184728 421064 3925471 588648 49355 3980733 582741 3840819 363347 64254 342949 3925471 0.29000 0.03900 0.67100 0 0 810000 810000 12717306 1130442 11586864 272017 104273 167744 26031 26031 0 1386271 855410 530861 13095469 ASSET RETIREMENT OBLIGATION 72390 DEPOSIT 56398 UNITRUST AGREEMENT LIABILITY 47426 GIFT LOANS PAYABLE 70500 ANNUITIES PAYABLE 205151 TRUST FUNDS HELD FOR OTHERS 242104 693969 5132855 6080780 -947925 -6434 -68747 -75181 -1023106 3761432 -6434 -1753863 -1760297 5521729 -388874 -388874 5132855 4784538 388874 388874 4395664 1685116 1685116 6080780 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO PROVIDE SCHOLARSHIPS AND ASSISTANCE TO STUDENTS AT TRINITY LUTHERAN COLLEGE. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: TRINITY LUTHERAN COLLEGE FILES ITS TAX RETURN ANNUALLY WHICH IS SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. TRINITY LUTHERAN COLLEGE'S OPEN AUDIT PERIODS ARE TAX YEAR 2007 AND FORWARD, GENERALLY FOR THREE YEARS AFTER THE RETURNS ARE FILED. IN EVALUATING THE COLLEGE'S TAX PROVISIONS AND ACCRUALS, FUTURE TAXABLE INCOME, AND THE REVERSAL OF TEMPORARY DIFFERENCES, INTERPRETATIONS, AND TAX PLANNING STRATEGIES ARE CONSIDERED. THE COLLEGE BELIEVES THEIR ESTIMATES ARE APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENTS -68,747. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENTS -68,747. GRANTS AND SCHOLARSHIPS -1,685,116. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE -384,863. BOOKSTORE EXPENSE -4,011. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 384,863. BOOKSTORE EXPENSE 4,011. PART XIII, LINE 4B - OTHER ADJUSTMENTS: GRANTS AND SCHOLARSHIPS 1,685,116. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE TRINITY LUTHERAN COLLEGE'S NONDISCRIMINATORY POLICY IS EXPLICITLY STATED IN ITS RECRUITING PUBLICATIONS AND IN ITS NEWSPAPER ADVERTISEMENTS. 1 TRINITY EDUCATION FOUNDATION 2802 WETMORE AVENUE EVERETT WA 98201 743258358 501(C)(3) 25512 TRANSFER OF ENDOWMENT ASSETS THAT WILL BE USED TO FUND FUTURE SCHOLARSHIPS 1 STUDENT SCHOLARSHIPS & GRANTS 148 1724383 SCHOLARSHIPS & GRANTS ARE PROVIDED BASED THE COLLEGE'S ASSESSMENT OF THE RECIPIENTS ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER STANDARDS ESTABLISHED BY THE COLLEGE. APPLICATIONS ARE REVIEWED AND APPROVED BY THE FINANCIAL AID DEPARTMENT. X X 0 0 0 0 0 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE COLLEGE EMAILS THE FORM 990 TO THE BOARD DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS ANNUALLY COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. FORM 990, PART VI, SECTION B, LINE 15A THE COLLEGE USED COMPARIBILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION DURING THE DELIBERATION PROCESS INVOLVED WITH HIRING THE COLLEGE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THE COLLEGE MAKES ITS GOVERNING DOCUMENTS WHICH INCLUDED A CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -6,434. CHANGE IN SPLIT INTEREST AGREEMENTS -68,747. TOTAL TO FORM 990, PART XI, LINE 5: -75,181. TRINITY EDUCATION FOUNDATION 2802 WETMORE AVENUE EVERETT WA 98201 743258358 FOUNDATION WA 501(C)(3) LINE 11A, I 0 0 1 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 TRINITY EDUCATION FOUNDATION C 150000 FAIR MARKET VALUE TRINITY EDUCATION FOUNDATION E 600000 FAIR MARKET VALUE TRINITY EDUCATION FOUNDATION J 158402 FAIR MARKET VALUE