SEATTLE PACIFIC UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SEATTLE PACIFIC UNIVERSITY (EIN 91-0565553)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-10
- IRS object ID
- 201331309349302778
- Schema version
- 2011v1.2
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-10T12:54:46-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910565553 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEATTLE PACIFIC UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SEAT | NameControl |
| Phone | 2062812066 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3307 THIRD AVE W | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 981191997 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DW Mortenson | Name |
| Title | V.P. of Business and Planning | Title |
| Phone | 2062812066 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Philip W Eaton | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3307 Third Ave W | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 981191997 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 147658014 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SPU.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1891 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | Seattle Pacific University seeks to be a premier Christian university fully committed to engaging the culture and changing the world by graduating people of competence and character, becoming people of wisdom, and modeling grace-filled community. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2453 | TotalNbrEmployees |
| Total Nbr Volunteers | 202 | TotalNbrVolunteers |
| Total Gross UBI | 152533 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -29853 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7013983 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6604354 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 122689943 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 129755364 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1134566 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10547589 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 416620 | OtherRevenuePriorYear |
| Other Revenue Current Year | 261879 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 131255112 | TotalRevenuePriorYear |
| Total Revenue Current Year | 147169186 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 39174773 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 40855028 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 53460004 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 56311019 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2791740 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 35526240 | OtherExpensePriorYear |
| Other Expenses Current Year | 35210964 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 128161017 | TotalExpensesPriorYear |
| Total Expenses Current Year | 132377011 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3094095 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 14792175 | RevenuesLessExpensesCY |
| Total Assets BOY | 215331138 | TotalAssetsBOY |
| Total Assets EOY | 221490648 | TotalAssetsEOY |
| Total Liabilities BOY | 104406379 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 102137136 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 110924759 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 119353512 | NetAssetsOrFundBalancesEOY |
| Mission Description | Seattle Pacific University seeks to be a premier Christian university fully committed to engaging the culture and changing the world by graduating people of competence and character, becoming people of wisdom, and modeling grace filled community. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 85328305 | Expense |
| Grants | 40760428 | Grants |
| Revenue | 110679339 | Revenue |
| Description | Higher Education: The academic program serves 4,000 undergraduate and graduate students at our main Seattle campus, as well as 2,500 part-time students per quarter on-line and in continuing education centers across Washington State. The University offers 61 undergraduate majors and 53 minors carried out through the College of Arts and Sciences and the schools of Business and Economics; Education; Health Sciences; Theology; and Psychology, Family, and Community. Graduate studies include 14 master's degrees and five doctoral programs. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 19115657 | Expense |
| Grants | 94600 | Grants |
| Revenue | 2780936 | Revenue |
| Description | Student Services, Constituency and Other Programs: The University provides activities and services to 4,000 students in co-curricular and support programs while engaged in their academic activities. The University also provides programs for the more than 33,000 Alumni to keep them engaged and involved with the University for years to come. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 14076202 | Expense |
| Grants | 0 | Grants |
| Revenue | 14313783 | Revenue |
| Description | Student Housing and Dining: Housing services are provided for 1,696 students and 1,281 students take part in the University meal plans annually. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | GrantsGrants | RevenueRevenue | DescriptionDescription |
|---|---|---|---|
| 1537681 | 0 | 1981306 | Public Service: The University operates a conference services program at its Seattle campus and at its 300 acre campus on Whidbey Island, known as "Camp Casey Conference Center". This center provides opportunities for students to further their studies in biological sciences and other disciplines, as well as providing a facility for diverse groups of nonprofit organizations to build community and provide educational opportunities for their constituents. The center offers all these groups a place to reflect, excel, discover and grow. This year there were 355 groups that utilized these facilities. |
| 0 | 0 | 9246632 | Proceeds from sales of assets other than inventory. These assets had been used for the University's exempt purpose. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1537681 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 11227938 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 120057845 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | 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 | 0 | 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 | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | 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 | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | 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 | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 576 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2453 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| 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 | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 1 | Form8899Filed |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | 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 | 0 | 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 | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Steve Whitehouse-Controller | NamePerson |
| Telephone Number | 2062812066 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3307 Third Ave W | AddressLine1 |
| City | Seatle | City |
| State | WA | State |
| ZIP Code | 981191997 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| A Gary Ames | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Douglas D Backous | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Clyde Ballard | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Kathleen Cummins | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Sara R Dial | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Harvey Drake Jr | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Ryan R Hamlin | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Victor C Moses | ||||||||
| Board Treasurer | 4 | X | 0 | 0 | 0 | X | ||
| Donald P Nielsen | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Federick J Stabbert | ||||||||
| Board Vice Chair | 4 | X | 0 | 0 | 0 | X | ||
| Richard E Stearns | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Bradley P Thoreson | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Dennis L Wayman | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Dennis M Weibling | ||||||||
| Board Chairman | 4 | X | 0 | 0 | 0 | X | ||
| Matthew H Whitehead | ||||||||
| Board Secretary | 4 | X | 0 | 0 | 0 | X | ||
| Philip W Eaton | ||||||||
| President | 50 | X | 334712 | 0 | 103695 | X | ||
| Donald W Mortenson | ||||||||
| VP Business and Planning | 50 | 230333 | 0 | 38674 | X | |||
| Marjorie Johnson | ||||||||
| VP Admin and University Relations | 50 | 199929 | 0 | 33810 | X | |||
| Les Steele | ||||||||
| VP Academic Affairs | 50 | 164327 | 0 | 30336 | X | |||
| Thomas W Box | ||||||||
| VP for University Advancement | 50 | 154780 | 0 | 26571 | X | |||
| Jeffrey Van Duzer | ||||||||
| Dean | 40 | 152410 | 0 | 26719 | X | |||
| Craig Kispert | ||||||||
| Associate VP Business and Finance | 40 | 146416 | 0 | 26595 | X | |||
| Bruce Congdon | ||||||||
| Dean | 40 | 132832 | 0 | 23983 | X | |||
| David Tindall | ||||||||
| Assistant VP Technology Services | 40 | 131821 | 0 | 23468 | X | |||
| Janet Ward | ||||||||
| Assoc VP Information & Data Management | 40 | 130140 | 0 | 23142 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1777700 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 356993 | TotalOtherCompensation |
| Number Individuals GT100 K | 38 | NumberIndividualsGT100K |
| Formers Listed | 0 | 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 | Address Line2AddressOfContractor/AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|
| Pacific Mobile | ||||||
| PO Box 1404 | Chehalis | WA | 985320350 | Modular building construction | 2209029 | |
| Kirtley Cole Associates Inc | ||||||
| 1010 SE Everett Mall Way | Everett | WA | 98208 | Construction | 868962 | Suite 102 |
| Miller Hull | ||||||
| 911 Western Ave Ste 220 | Seattle | WA | 981041031 | Architectural services | 746050 | |
| Seattle Best Services of America Inc | ||||||
| 13400 Northup Way Ste 7 | Bellevue | WA | 98005 | Custodial services | 573836 | |
| Northwest Landscape Services of WA | ||||||
| PO Box 864 | Woodinville | WA | 980720864 | Landscape services | 346742 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 21 | NumberOfContractorsGT100K |
| Federated Campaigns | 104367 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 6095 | FundraisingEvents |
| Related Organizations | 185064 | RelatedOrganizations |
| Government Grants | 2527222 | GovernmentGrants |
| All Other Contributions | 3781606 | AllOtherContributions |
| Noncash Contributions | 87967 | NoncashContributions |
| Total Contributions | 6604354 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition and Fees | 611310 | 110679339 | 110679339 | 0 | $0 |
| Student Housing and Dining | 611310 | 14313783 | 14313783 | 0 | $0 |
| Public Service Activities | 611310 | 1981306 | 1981306 | 0 | $0 |
| Seminars and Events | 611310 | 783245 | 783245 | 0 | $0 |
| Other Sales and Service | 611310 | 704084 | 704084 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1293607 | TotalRevenueColumn |
| Related Or Exempt Function Income | 918030 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $375,577 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 129755364 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1299232 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,299,232 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 401039 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 324108 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 76931 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 76931 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $76,931 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 74388 | Securities |
| Other | 9324714 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 72663 | Securities |
| Other | 78082 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1725 | Securities |
| Other | 9246632 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9248357 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9246632 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,725 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 46390 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 6095 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 13975 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 32415 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $32,415 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 0 | GrossSalesOfInventory |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Accomodation | Description |
| Business Code | 721000 | BusinessCode |
| Total Revenue Column | 152533 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 152533 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 152533 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 147169186 | TotalRevenueColumn |
| Related Or Exempt Function Income | 138626419 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 152533 | UnrelatedBusinessRevenue |
| Exclusion | $1,785,880 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94600 | Total |
| Program Services | 94600 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40660182 | Total |
| Program Services | 40660182 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100246 | Total |
| Program Services | 100246 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1226050 | Total |
| Program Services | 374772 | ProgramServices |
| Management And General | 565321 | ManagementAndGeneral |
| Fundraising | 285957 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 270909 | Total |
| Program Services | 148544 | ProgramServices |
| Management And General | 62186 | ManagementAndGeneral |
| Fundraising | 60179 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41961014 | Total |
| Program Services | 36784601 | ProgramServices |
| Management And General | 3852020 | ManagementAndGeneral |
| Fundraising | 1324393 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3213697 | Total |
| Program Services | 2719445 | ProgramServices |
| Management And General | 372240 | ManagementAndGeneral |
| Fundraising | 122012 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6429755 | Total |
| Program Services | 5632341 | ProgramServices |
| Management And General | 592015 | ManagementAndGeneral |
| Fundraising | 205399 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3209594 | Total |
| Program Services | 2721659 | ProgramServices |
| Management And General | 365824 | ManagementAndGeneral |
| Fundraising | 122111 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 494412 | Total |
| Program Services | 103275 | ProgramServices |
| Management And General | 388820 | ManagementAndGeneral |
| Fundraising | 2317 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96580 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 96580 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 460892 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 460892 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7423522 | Total |
| Program Services | 6837888 | ProgramServices |
| Management And General | 529564 | ManagementAndGeneral |
| Fundraising | 56070 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 805860 | Total |
| Program Services | 789058 | ProgramServices |
| Management And General | 16802 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3971077 | Total |
| Program Services | 3243591 | ProgramServices |
| Management And General | 604118 | ManagementAndGeneral |
| Fundraising | 123368 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1203801 | Total |
| Program Services | 993329 | ProgramServices |
| Management And General | 117052 | ManagementAndGeneral |
| Fundraising | 93420 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6486 | Total |
| Program Services | 2707 | ProgramServices |
| Management And General | 3779 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8867670 | Total |
| Program Services | 8475441 | ProgramServices |
| Management And General | 203919 | ManagementAndGeneral |
| Fundraising | 188310 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3296970 | Total |
| Program Services | 2869829 | ProgramServices |
| Management And General | 378964 | ManagementAndGeneral |
| Fundraising | 48177 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 388743 | Total |
| Program Services | 356726 | ProgramServices |
| Management And General | 24991 | ManagementAndGeneral |
| Fundraising | 7026 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7290995 | Total |
| Program Services | 6704108 | ProgramServices |
| Management And General | 425650 | ManagementAndGeneral |
| Fundraising | 161237 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 419976 | Total |
| Program Services | 112205 | ProgramServices |
| Management And General | 307771 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous Expenses | Description |
| Total | 483980 | Total |
| Program Services | 333298 | ProgramServices |
| Management And General | 158918 | ManagementAndGeneral |
| Fundraising | -8236 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132377011 | Total |
| Program Services | 120057845 | ProgramServices |
| Management And General | 9527426 | ManagementAndGeneral |
| Fundraising | 2791740 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9871687 | BOY |
| EOY | 13344376 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1001036 | BOY |
| EOY | 47235 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 899726 | BOY |
| EOY | 952687 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5158195 | BOY |
| EOY | 3890109 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 260031 | BOY |
| EOY | 24000 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9462419 | BOY |
| EOY | 9407197 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 247108 | BOY |
| EOY | 300176 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1822032 | BOY |
| EOY | 1681426 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 183941691 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 66583122 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116673805 | BOY |
| EOY | 117358569 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 51125 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69935099 | BOY |
| EOY | 74433748 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 215331138 | BOY |
| EOY | 221490648 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11037992 | BOY |
| EOY | 7881984 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4436856 | BOY |
| EOY | 4236757 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71800000 | BOY |
| EOY | 68300000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17131531 | BOY |
| EOY | 21718395 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104406379 | BOY |
| EOY | 102137136 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65301377 | BOY |
| EOY | 76727382 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15798155 | BOY |
| EOY | 12235217 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29825227 | BOY |
| EOY | 30390913 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110924759 | BOY |
| EOY | 119353512 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 215331138 | BOY |
| EOY | 221490648 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 14792175 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -6363422 | ReconcilationOtherChanges |
| 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Preservation Of Open Space | X | PreservationOfOpenSpace |
| Total Number Of Easements | 1 | TotalNumberOfEasements |
| Total Acreage | 3000 | TotalAcreage |
| Nmbr Hist Struct Easements | 0 | NmbrHistStructEasements |
| Nmbr Hist Struct Easements After | 0 | NmbrHistStructEasementsAfter |
| Nmbr Easements Modified | 0 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 1 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 0 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | 1 | Sect170hRequirementsSatisfied |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 46569164 | BeginningOfYearBalance |
| Contributions | 1992538 | Contributions |
| Investment Earnings Or Losses | -354722 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1460457 | GrantsOrScholarships |
| Other Expenditures | 503482 | OtherExpenditures |
| Administrative Expenses | 460892 | AdministrativeExpenses |
| End Of Year Balance | 45782149 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 39393011 | BeginningOfYearBalance |
| Contributions | 1167553 | Contributions |
| Investment Earnings Or Losses | 8321567 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1405336 | GrantsOrScholarships |
| Other Expenditures | 460299 | OtherExpenditures |
| Administrative Expenses | 447332 | AdministrativeExpenses |
| End Of Year Balance | 46569164 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 35180848 | BeginningOfYearBalance |
| Contributions | 1612672 | Contributions |
| Investment Earnings Or Losses | 4482305 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1100803 | GrantsOrScholarships |
| Other Expenditures | 457808 | OtherExpenditures |
| Administrative Expenses | 324203 | AdministrativeExpenses |
| End Of Year Balance | 39393011 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 47103706 | BeginningOfYearBalance |
| Contributions | 1141894 | Contributions |
| Investment Earnings Or Losses | -10868739 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1390667 | GrantsOrScholarships |
| Other Expenditures | 490486 | OtherExpenditures |
| Administrative Expenses | 314860 | AdministrativeExpenses |
| End Of Year Balance | 35180848 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.23 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.59 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.18 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 6298428 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 17692570 | OtherCostOrOtherBasis |
| Book Value | 23990998 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1259460 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 138051731 | OtherCostOrOtherBasis |
| Depreciation | 53892901 | Depreciation |
| Book Value | 85418290 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 11038368 | OtherCostOrOtherBasis |
| Depreciation | 6646269 | Depreciation |
| Book Value | 4392099 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 9601134 | OtherCostOrOtherBasis |
| Depreciation | 6043952 | Depreciation |
| Book Value | 3557182 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 117358569 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Securities OtherSecurities (7 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Pooled investments-cash & short-term investments | 14058646 | F |
| Pooled investments-stock funds | 6249648 | F |
| Pooled investments-bond funds | 26347604 | F |
| Pooled investments-private equity funds | 10725648 | F |
| Pooled investments-notes receivable | 1876775 | F |
| Pooled investments-real estate | 10052990 | F |
| Split interest agreements held by others | 5122437 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 74433748 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Trust and annuity obligations (present value) | $2,791,520 |
| Student deposits and prepaid fees | $1,755,485 |
| Asset retirement obligation (present value) | $1,107,958 |
| Fair value of interest rate swaps | $8,992,366 |
| Governmental student loan programs | $7,028,729 |
| Miscellaneous liabilities | $42,337 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 21718395 | TotalOfAmounts |
| Total Revenue | 147169186 | TotalRevenue |
| Total Expenses | 132377011 | TotalExpenses |
| Excess Or Deficit For Year | 14792175 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -6363422 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | -$624,338 | OtherAmount |
| Total Adjustments | -6987760 | TotalAdjustments |
| Excess Or Deficit Per FS | 7804415 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 99766670 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -6363422 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | -40678283 | OtherRevenues |
| Revenue Not Rptd F990 | -47041705 | RevenueNotRptdF990 |
| Revenue Subtotal | 146808375 | RevenueSubtotal |
| Investment Expenses Not Included | 460892 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -100081 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 360811 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 147169186 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 91962255 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 749976 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 749976 | ExpensesNotRptdF990 |
| Expenses Subtotal | 91212279 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 460892 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 40703840 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 41164732 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 132377011 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P02_S00_L09 | Schedule D, Part II, Line 9 | The University holds an open space conservation easement on a small island in the Puget Sound of Washington. This easement is observed several times a year since it has no activity. The University does not disclose this on its financial statements. |
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The University's endowments consist of funds established for a variety of purposes. These endowments include both donor restricted endowment funds and funds designated by the Board of Trustees to function as endowments. Distributions from endowments are used primarily to provide scholarship resources for students enrolled at SPU. Distributions are made per any applicable donor instructions in the endowment agreements. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | The University and the Foundation are exempt from federal income taxes pursuant to Section 501(c)(3) of the Internal Revenue Code except for unrelated business taxable income as defined in sections 511 through 515 of the Internal Revenue Code. Accordingly, the financial statements do not include a provision for federal income tax. |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Seattle Pacific Foundation operations, including trusts (consolidated in audited financial statements). |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Grants and scholarships - (40,817,354); Grant administration cost recovery - 113,514; Seattle Pacific Foundation revenue, including trusts (consolidated in audited financial statements) - 22,557. |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Rental expense Part VIII6b - (324,108); Fundraising event expense Part VIII8b - (13,975); Seattle Pacific Foundation donations, including trusts (consolidated in audited financial statements) - 238,002. |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Rental expense Part VIII6b - (324,108); Fundraising event expense Part VIII8b - (13,975); Seattle Pacific Foundation donations, including trusts (consolidated in audited financial statements) - 238,002. |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Grants and scholarships - 40,817,354; Grant administration cost recovery - (113,514). |
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 | 0 | 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 |
|---|---|---|
| SchE_P01_S00_L03 | Schedule E, Part I, Line 3 | SPU claims an exemption from the requirement to publish the University policy publicly as Rev. Proc. 75-50 states on the basis that the University draws its students nationally and their records show evidence of the nondiscrimination policy in meaningful numbers. The success of our policy is shown by having 26% or 967 ethnic students in our student body, which constitutes meaningful results in comparison to the ethnic makeup of the Northwest region. |
| SchE_P01_S00_L06 | Schedule E, Part I, Line 6 | The University receives funds from the federal government for research, student loans, grants and work study. The following is a list of the programs funded in part, or in whole, by the federal government: Federal Pell Grant Program, Federal Supplemental Education Opportunity Grant, Federal Work-Study Program, Federal Academic Competitiveness Grant, National SMART Grant , TEACH Grant, Perkins Loan Program, Nursing Student Loan Program, National Institutes of Health Grants, National Science Foundation Grants, and a Department of Defense Grant. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (9 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | Student study tours and service trips | 149437 |
| East Asia and the Pacific | 0 | 0 | Program Services | Student study tours and service trips | 180066 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | Student study tours | 136465 |
| Russia and the newly independent States | 0 | 0 | Program Services | Student service trip | 70646 |
| South America | 0 | 0 | Program Services | Student study tour | 23874 |
| South Asia | 0 | 0 | Program Services | Student study tours and service trips | 63070 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Student study tours and service trips | 149371 |
| Central America and the Caribbean | 0 | 0 | Grantmaking | Student financial aid | 59485 |
| East Asia and the Pacific | 0 | 0 | Grantmaking | Student financial aid | 40761 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 873175 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (2 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|
| Student financial aid posted while studying abroad | Central America and the Caribbean | 12 | 0 | 59485 | Financial aid posted to student accounts | Book |
| Student financial aid posted while studying abroad | East Asia and the Pacific | 8 | 0 | 40761 | Financial aid posted to student accounts | Book |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchF_P01_S00_L02 | Identifier |
| Return Reference | Schedule F, Part I, Line 2 | ReturnReference |
| Explanation | These are student financial aid grants awarded based on the institution's assessment of the recipient's academic achievement, financial need, and other standards similar to those held by other universities. The student's records are then monitored in order to ensure that the grant requirements are continuing to be met. These disbursements are made in accordance with the exempt purpose for which the institution was organized, and with procedures and conditions established by the university. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf Tournament | NameOfEvent1 |
| Gross Receipts Event1 | 52485 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 6095 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 46390 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 3700 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 8749 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 1527 | OtherDirectExpensesEvent1 |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Gross Receipts Total | 52485 | GrossReceiptsTotal |
| Charitable Contributions Total | 6095 | CharitableContributionsTotal |
| Gross Revenue Total Events | 46390 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 3700 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 8749 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 0 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 1527 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 13976 | DirectExpenseSummaryEvents |
| Net Income Summary | 32414 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| First Free Methodist Church | ||||||||
| 3200 Third Ave West | Seattle | WA | 98119 | 910667411 | 501(c)(3) | 75000 | 0 | To support sanctuary upgrades and student ministries. |
| John & Vera Mae Perkins Foundation | ||||||||
| 1831 Robinson Street | Jackson | MS | 39209 | 953818477 | 501(c)(3) | 10200 | 0 | To help fund Grandma Perkins Kitchen Project. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| Institutional Student Scholarships & Grants | 3071 | 0 | 38352828 | Book | Credit to student account |
| Federally Funded Student Scholarships and Grants | 297 | 0 | 910364 | Book | Credit to student account |
| Privately Funded Student Scholarships & Grants | 485 | 0 | 1365231 | Book | Credit to student account |
| Student Academic Achievement or Service Awards | 51 | 31759 | 0 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | Grant disbursements for the institution's exempt programs are made in accordance with the exempt purpose for which the institution was organized, and with procedures and conditions established by the institution's governing board. Student scholarships and fellowships are awarded based on the institution's assessment of recipient's academic achievement, financial need, and other standards similar to those held by other universities. The student's records are then monitored in order to ensure that the grant requirements are continuing to be met. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | 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 | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Philip W Eaton | |||||||||||||
| 315302 | 0 | 0 | 0 | 19410 | 0 | 33923 | 0 | 69772 | 0 | 438407 | 0 | 0 | |
| Donald W Mortenson | |||||||||||||
| 215167 | 0 | 3544 | 0 | 11622 | 0 | 26009 | 0 | 12665 | 0 | 269007 | 0 | 0 | 0 |
| Marjorie Johnson | |||||||||||||
| 190425 | 0 | 7796 | 0 | 1708 | 0 | 22406 | 0 | 11404 | 0 | 233739 | 0 | 0 | 0 |
| Les Steele | |||||||||||||
| 162836 | 0 | 0 | 0 | 1491 | 0 | 18574 | 0 | 11762 | 0 | 194663 | 0 | 0 | 0 |
| Thomas W Box | |||||||||||||
| 135507 | 0 | 0 | 0 | 19273 | 0 | 15162 | 0 | 11409 | 0 | 181351 | 0 | 0 | 0 |
| Jeffrey Van Duzer | |||||||||||||
| 151077 | 0 | 0 | 0 | 1333 | 0 | 16281 | 0 | 10438 | 0 | 179129 | 0 | 0 | 0 |
| Craig Kispert | |||||||||||||
| 145882 | 0 | 0 | 0 | 534 | 0 | 16086 | 0 | 10509 | 0 | 173011 | 0 | 0 | 0 |
| Bruce Congdon | |||||||||||||
| 126226 | 0 | 0 | 0 | 6606 | 0 | 13572 | 0 | 10411 | 0 | 156815 | 0 | 0 | 0 |
| David Tindall | |||||||||||||
| 130647 | 0 | 0 | 0 | 1174 | 0 | 13093 | 0 | 10375 | 0 | 155289 | 0 | 0 | 0 |
| Janet Ward | |||||||||||||
| 129064 | 0 | 0 | 0 | 1076 | 0 | 12812 | 0 | 10360 | 0 | 153312 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | First Class Travel - Certain University salaried officers and key employees are allowed to fly first class based on work need or physical limitations as approved by their immediate supervisors. Disqualified Persons as defined by IRC 4946 use of first class travel are also approved in advance by the governing board. Travel for Companions - The spouse of the President is allowed to travel with the President as required for business purpose and specifically approved by the board chair. The spouse of the chief academic officer travels at University expense as approved by the President to one professional conference that has programs for academic leader spouses. Housing Allowance - The President is required, as a condition of employment to live in campus provided housing. All facility related expenses to such housing is paid for by the University. Social Clubs - Social club memberships are provided to certain employees and officers related to their specific job responsibilities for donor development and business meetings. Any personal use of the clubs is minor and is reimbursed to the University and for disqualified persons as defined by IRC 4946 the memberships are approved in advance by the governing board. |
| SchJ_P01_S00_L03 | Schedule J, Part I, Line 3 | The President's compensation is reviewed and approved annually by the Executive Committee of the Board of Trustees. The review includes a comparison of compensation levels of university presidents of similar institutions using both regional and national higher education compensation surveys. The compensation of other officers and key employees is reviewed and approved by Executive Committee using a similar methodology of reviewing existing and proposed compensation against regional and national higher education surveys. The Executive Committee's actions are ratified at a subsequent meeting of the Board of Trustees. |
| SchJ_P01_S00_L07 | Schedule J, Part I, Line 7 | It is at the discretion of the President or Board of Trustees that these are awarded and are based upon significant accomplishments of key departmental objectives. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Washington Higher Education Facilities Authority | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 911306482 | IssuerEIN |
| CUSIP Number | 939781A42 | CUSIPNumber |
| Date Issued | 2008-06-26 | DateIssued |
| Issue Price | 81390000 | IssuePrice |
| Description Of Purpose | Current refunding of auction rate security bonds issued 12/01/2005 | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 0 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 81390000 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 80102982 | RefundingEscrow |
| Issuance Costs From Proceeds | 603668 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 683350 | WorkingCapitalExpenditures |
| Capital Expenditures | 0 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Year Of Subst Completion | 2008 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 1 | MngmentCntrctBondFinancdPrprty |
| Engage Bond Counsel Contracts | 1 | EngageBondCounselContracts |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 1 | ExceptionToRebate |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchK_P03_S00_L03a | Identifier |
| Return Reference | Schedule K, Part III, Line 3a | ReturnReference |
| Explanation | Seattle Pacific University engages Sodexo America LLC to provide food service operations to its campuses. SPU has worked with bond counsel to review and create the agreement between SPU and Sodexo for this service so that the agreement meets the safe harbor provisions available under Rev.Proc.97-13. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Bruce Congdon | NamePerson |
| Purpose Of Loan | Housing loan | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $30,000 | OriginalPrincipalAmount |
| Balance Due | 24000 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 24000 | TotalBalanceDue |
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Name Of Interested PersonNameOfInterestedPerson | Relationship With OrganizationRelationshipWithOrganization | Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance |
|---|---|---|---|
| Merit Scholarships | Relative of Trustee | 7500 | Scholarships |
| Merit Scholarship | Relative of Trustee | 500 | Scholarship |
Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Chadwick Steele | |||
| Family member of key employee - not in reporting line to relative | 66579 | Compensation/benefits | 0 |
| Melanie Whitehead | |||
| Spouse of board member - not in reporting line to relative | 62186 | Compensation/benefits | 0 |
| Andrea Steele | |||
| Family member of key employee - not in reporting line to relative | 60179 | Compensation/benefits | 0 |
| Marilyn Mortenson | |||
| Spouse of officer - not in reporting line to relative | 56481 | Compensation/benefits | 0 |
| Ingrid Steele | |||
| Family member of key employee - not in reporting line to relative | 25484 | Compensation/benefits | 0 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 3 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 11 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 74388 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Market Price | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Airline tickets | 1 | 13750 | FMV |
| X | Life Jackets | 1 | 1300 | FMV |
| X | Musical Instruments | 1 | 250 | FMV |
| X | Fabrics | 1 | 1 | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 10 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchM_P01_S00_L32b | Identifier |
| Return Reference | Schedule M, Part I, Line 32b | ReturnReference |
| Explanation | The Seattle Pacific Foundation manages the liquidation of publicly traded securities. Other non-cash gifts are liquidated by brokers/dealers specialized in a specific area. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | The University posts the form 990 on a secure website for the trustees to access prior to filing. The trustees receive a link to the website that allows them to access the return. The Executive Committee of the Board reviews the 990 as part of a separate process. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | Once a year conflict of interest questionnaires are sent to the trustees, officers, directors, and key employees along with requests of other information that is needed for the completion of the form 990 return. Those surveys are then reviewed for conflicts and a determination is made as to what if any action is needed. Business transactions with Board members must meet purchasing standards of the University regarding price competitiveness. All have been minor and infrequent in occurrence with no excess benefit to trustees. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The President's compensation is reviewed and approved annually by the Executive Committee of the Board of Trustees. The review includes a comparison of compensation levels of university presidents of similar institutions using both regional and national higher education compensation surveys. The compensation of other officers and key employees is reviewed and approved by Executive Committee using a similar methodology of reviewing existing and proposed compensation against regional and national higher education surveys. The Executive Committee's actions are ratified at a subsequent meeting of the Board of Trustees. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The University makes its governing documents, which includes the conflict of interest policy, available upon request. The audited financial statements are made available at www.spu.edu/about-spu/spu-facts/financial-statements and at various other organization websites associated with the University. |
| F990_P07_S0A_L01a | Form 990, Part VII, Section A, Line 1a | Donald Mortenson is an officer per IRS instructions only and is not an officer per corporate by-laws. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | This amount reflects the total of unrealized gains and losses on investments carried at market value. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Seattle Pacific Foundation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3307 Third Ave W | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 98119 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911068276 | EIN |
| Primary Activities | To support Seattle Pacific University | PrimaryActivities |
| Legal Domicile State | WA | LegalDomicileState |
| Exempt Code Section | 501 (c) (3) | ExemptCodeSection |
| Public Charity Status | 11a Type I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Seattle Pacific University (wholly controlling) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|
| Charitable Remainder Unitrusts (2) | |||||||
| 3307 Third Ave West | Seattle | WA | 98119 | Beneficial Interest | WA | N/A | T |
| Irrevocable Trust (1) | |||||||
| 3307 Third Ave West | Seattle | WA | 98119 | Beneficial Interest | WA | N/A | T |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | 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 | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Comments