WHITMAN COLLEGE BOARD OF TRUSTEES: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WHITMAN COLLEGE BOARD OF TRUSTEES (EIN 91-0567740)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201331359349303458
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T10:24:59-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910189318 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 WEST MARCH LANE SUITE 100 | AddressLine1 |
| City | STOCKTON | City |
| State | CA | State |
| ZIP Code | 952192303 | 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 | 910567740 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOARD OF TRUSTEES OF WHITMAN COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BOAR | NameControl |
| Phone | 5095275411 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 BOYER AVENUE | AddressLine1 |
| City | WALLA WALLA | City |
| State | WA | State |
| ZIP Code | 993622067 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER HARVEY | Name |
| Title | TREASURER & CFO | Title |
| Phone | 5095275411 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TRACY S PAGLIA | Name |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | Phone |
| 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 | GEORGE BRIDGES | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 BOYER AVENUE | AddressLine1 |
| City | WALLA WALLA | City |
| State | WA | State |
| ZIP Code | 993622067 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 150038257 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.WHITMAN.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1859 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF WHITMAN COLLEGE IS TO PROVIDE AN EXCELLENT, WELL-ROUNDED LIBERAL ARTS AND SCIENCES UNDERGRADUATE EDUCATION. STUDENTS PARTICIPATION IN CLASSES AND OTHER ACTIVITIES WITHIN A RESIDENTIAL SETTING IS INTEGRAL TO THE EDUCATION PROCESS AT WHITMAN COLLEGE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1889 | TotalNbrEmployees |
| Total Nbr Volunteers | 913 | TotalNbrVolunteers |
| Total Gross UBI | -868465 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -746010 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 16232701 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 15053498 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 68540965 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 72885799 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 14213291 | InvestmentIncomePriorYear |
| Investment Income Current Year | -3245774 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2117837 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1590849 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 101104794 | TotalRevenuePriorYear |
| Total Revenue Current Year | 86284372 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 23438858 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 23418588 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 39672636 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 39954316 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2544548 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 27253168 | OtherExpensePriorYear |
| Other Expenses Current Year | 26740946 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 90364662 | TotalExpensesPriorYear |
| Total Expenses Current Year | 90113850 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 10740132 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3829478 | RevenuesLessExpensesCY |
| Total Assets BOY | 595628253 | TotalAssetsBOY |
| Total Assets EOY | 596130319 | TotalAssetsEOY |
| Total Liabilities BOY | 93260879 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 104574191 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 502367374 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 491556128 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF WHITMAN COLLEGE IS TO PROVIDE AN EXCELLENT, WELL-ROUNDED LIBERAL ARTS AND SCIENCES UNDERGRADUATE EDUCATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 43549881 | Expense |
| Grants | 0 | Grants |
| Revenue | 63388864 | Revenue |
| Description | ACADEMIC INSTRUCTION, SUPPORT AND OTHER PROGRAMS:1,524 FULL TIME EQUIVALENT STUDENTS403 GRADUATES | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 12750784 | Expense |
| Grants | 0 | Grants |
| Revenue | 9496935 | Revenue |
| Description | AUXILIARY ENTERPRISES:835 STUDENTS IN COLLEGE-PROVIDED HOUSING760 STUDENTS IN COLLEGE-PROVIDED BOARD PLANS | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 23418588 | Expense |
| Grants | 23418588 | Grants |
| Revenue | 0 | Revenue |
| Description | INSTITUTIONAL FINANCIAL AID:1,276 STUDENTS RECEIVING INSTRUCTIONAL SCHOLARSHIPS711 STUDENTS RECEIVING FEDERAL LOANS OR GRANTS | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 79719253 | 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 | 1 | 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 | 0 | 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 | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | 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 | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2592 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1889 | 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| 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 | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | 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 | WALTER FROESE CONTROLLER WHITMAN COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5095274936 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 BOYER AVENUE | AddressLine1 |
| City | WALLA WALLA | City |
| State | WA | State |
| ZIP Code | 99362 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (27 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 |
|---|---|---|---|---|---|---|---|---|
| MEGAN FERGUSON CLUBB | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN C COLEMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANDREW U FERRARI | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KAREN E GLOVER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| TOM MCCRACKEN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BRADLEY M MCMURCHIE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MEGAN MEDICA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WALTER C MINNICK | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DEAN A NICHOLS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID NIERENBERG | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PETER H VAN OPPEN | ||||||||
| CHAIR OF THE TRUSTEES | 1.00 | X | 0 | 0 | 0 | X | ||
| JAMES L ROBART | ||||||||
| TRUSTEE (THROUGH 5/2012) | 1.00 | X | 0 | 0 | 0 | |||
| NANCY B SERRURIER | ||||||||
| VICE-CHAIR OF THE TRUSTEES | 1.00 | X | 0 | 0 | 0 | X | ||
| JOHN W STANTON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LAWRENCE B STONE | ||||||||
| TRUSTEE (THROUGH 5/2012) | 1.00 | X | 0 | 0 | 0 | |||
| JANICE ABRAHAM | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM WAY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GEORGE BRIDGES | ||||||||
| PRESIDENT | 40.00 | 337570 | 0 | 130631 | X | |||
| PETER HARVEY | ||||||||
| TREASURER/CFO | 40.00 | 203798 | 0 | 31917 | X | |||
| JOHN BOGLEY | ||||||||
| VP OF DEVELOPMENT | 40.00 | 178493 | 0 | 58260 | X | |||
| CHARLES CLEVELAND | ||||||||
| DEAN OF STUDENTS | 40.00 | 157535 | 0 | 32745 | X | |||
| TIMOTHY KAUFMAN-OSBORN | ||||||||
| PROVOST & DEAN OF THE FACULTY | 40.00 | 174286 | 0 | 28728 | X | |||
| J ANTONIO CABASCO | ||||||||
| DEAN OF ADMISSIONS & FINANCIAL AID | 40.00 | 128827 | 0 | 31930 | X | |||
| DAVID SCHMITZ | ||||||||
| FACULTY | 40.00 | 148508 | 0 | 48505 | X | |||
| ROBERT CARSON | ||||||||
| FACULTY | 40.00 | 147680 | 0 | 23027 | X | |||
| PATRICK KEEF | ||||||||
| FACULTY | 40.00 | 142331 | 0 | 22947 | X | |||
| SUSAN PICKETT | ||||||||
| FACULTY | 40.00 | 125005 | 0 | 20010 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1744033 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 428700 | TotalOtherCompensation |
| Number Individuals GT100 K | 20 | 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 |
|---|---|---|---|---|---|
| OPP & SEIBOLD GENERAL CONSTRUCTION | |||||
| 1120 W POPLAR | WALLA WALLA | WA | 99362 | CONSTRUCTION | 5282819 |
| RAD CONSTRUCTION | |||||
| 1980 DELMONT | WALLA WALLA | WA | 99362 | CONSTRUCTION | 611642 |
| S & K MOUNTAIN CONSTRUCTION | |||||
| 822 W MAIN STREET STE C | WALLA WALLA | WA | 99362 | CONSTRUCTION | 434148 |
| COUNCIL ON INTERNATIONAL EDUCATION | |||||
| 633 THIRD AVE 20TH FLOOR | NEW YORK | NY | 10017 | TUITION SERVICES | 296500 |
| INTERNATIONAL EDUCATION OF STUDENTS | |||||
| 33 N LASALLE ST 15TH FLOOR | CHICAGO | IL | 60602 | TUITION SERVICES | 204973 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 16 | NumberOfContractorsGT100K |
| Related Organizations | 447342 | RelatedOrganizations |
| Government Grants | 808956 | GovernmentGrants |
| All Other Contributions | 13797200 | AllOtherContributions |
| Noncash Contributions | 5437791 | NoncashContributions |
| Total Contributions | 15053498 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| STUDENT TUITION & FEES | 611310 | 62295304 | 62295304 |
| HOUSING & MEAL SERVICE | 611310 | 8372125 | 8372125 |
| BOOKSTORE | 451211 | 1124810 | 1124810 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1093560 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1093560 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 72885799 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 907824 | TotalRevenueColumn |
| Unrelated Business Revenue | -873189 | UnrelatedBusinessRevenue |
| Exclusion | $1,781,013 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3138779 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1552654 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1586125 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1586125 | TotalRevenueColumn |
| Exclusion | $1,586,125 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 58036197 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 62189795 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -4153598 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4153598 | TotalRevenueColumn |
| Exclusion | -$4,153,598 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 16160 | GrossSalesOfInventory |
| Cost Of Goods Sold | 11436 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4724 | TotalRevenueColumn |
| Unrelated Business Revenue | 4724 | UnrelatedBusinessRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 86284372 | TotalRevenueColumn |
| Related Or Exempt Function Income | 72885799 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -868465 | UnrelatedBusinessRevenue |
| Exclusion | -$786,460 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22673513 | Total |
| Program Services | 22673513 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 745075 | Total |
| Program Services | 745075 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1327629 | Total |
| Program Services | 466350 | ProgramServices |
| Management And General | 631964 | ManagementAndGeneral |
| Fundraising | 229315 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57089 | Total |
| Program Services | 57089 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27634976 | Total |
| Program Services | 23586615 | ProgramServices |
| Management And General | 2896585 | ManagementAndGeneral |
| Fundraising | 1151776 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2556949 | Total |
| Program Services | 2124357 | ProgramServices |
| Management And General | 310903 | ManagementAndGeneral |
| Fundraising | 121689 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6319994 | Total |
| Program Services | 5250758 | ProgramServices |
| Management And General | 768458 | ManagementAndGeneral |
| Fundraising | 300778 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2057679 | Total |
| Program Services | 1709555 | ProgramServices |
| Management And General | 250196 | ManagementAndGeneral |
| Fundraising | 97928 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37491 | Total |
| Program Services | 25491 | ProgramServices |
| Management And General | 6000 | ManagementAndGeneral |
| Fundraising | 6000 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111413 | Total |
| Program Services | 81413 | ProgramServices |
| Management And General | 15000 | ManagementAndGeneral |
| Fundraising | 15000 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7366 | Total |
| Management And General | 7366 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3721146 | Total |
| Program Services | 2057203 | ProgramServices |
| Management And General | 1479400 | ManagementAndGeneral |
| Fundraising | 184543 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1976213 | Total |
| Program Services | 1877402 | ProgramServices |
| Management And General | 88930 | ManagementAndGeneral |
| Fundraising | 9881 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2945282 | Total |
| Program Services | 2491741 | ProgramServices |
| Management And General | 263346 | ManagementAndGeneral |
| Fundraising | 190195 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2106782 | Total |
| Program Services | 2001443 | ProgramServices |
| Management And General | 94805 | ManagementAndGeneral |
| Fundraising | 10534 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6313855 | Total |
| Program Services | 5998162 | ProgramServices |
| Management And General | 284124 | ManagementAndGeneral |
| Fundraising | 31569 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SUPPLIES | 8717584 | 8169485 | 507340 | 40759 |
| COMMUNICATIONS | 1236064 | 835851 | 245632 | 154581 |
| PAUL GARRETT EXPENSES | -196634 | -196634 | ||
| 21 CENTURY EXPENSES | -235616 | -235616 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90113850 | Total |
| Program Services | 79719253 | ProgramServices |
| Management And General | 7850049 | ManagementAndGeneral |
| Fundraising | 2544548 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 910331 | BOY |
| EOY | 725799 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8818760 | BOY |
| EOY | 14871141 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20322449 | BOY |
| EOY | 20834357 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 370746 | BOY |
| EOY | 259614 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 452684 | BOY |
| EOY | 495737 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 466464 | BOY |
| EOY | 446580 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 204501018 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 59284763 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 145433728 | BOY |
| EOY | 145216255 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 195242688 | BOY |
| EOY | 193437772 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 219516934 | BOY |
| EOY | 215726884 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3182555 | BOY |
| EOY | 3146936 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 910914 | BOY |
| EOY | 969244 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 595628253 | BOY |
| EOY | 596130319 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8376858 | BOY |
| EOY | 6719486 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3393252 | BOY |
| EOY | 3414077 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1014068 | BOY |
| EOY | 1397884 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58113526 | BOY |
| EOY | 57689801 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1991395 | BOY |
| EOY | 1461685 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20371780 | BOY |
| EOY | 33891258 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93260879 | BOY |
| EOY | 104574191 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194418283 | BOY |
| EOY | 202420871 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 172595349 | BOY |
| EOY | 151740583 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135353742 | BOY |
| EOY | 137394674 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 502367374 | BOY |
| EOY | 491556128 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 595628253 | BOY |
| EOY | 596130319 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -3829478 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -6981768 | 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 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 | $3,594 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $3,772 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 7366 | 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 AMOUNT OF $3,594 IS THE PORTION OF ICW FEES ALLOCATED TO LOBBYING, AND $3,772 IS RELATED TO THE COLLEGE PRESIDENT'S TIME AND TRAVEL COSTS TO MEET WITH STATE LEGISLATORS. | Explanation |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 375000 | RevenuesIncluded |
| Assets In Part X | 1355031 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 374507651 | BeginningOfYearBalance |
| Contributions | 7129763 | Contributions |
| Investment Earnings Or Losses | 8565779 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7008868 | GrantsOrScholarships |
| Other Expenditures | 9449094 | OtherExpenditures |
| End Of Year Balance | 373745231 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 313738735 | BeginningOfYearBalance |
| Contributions | 9042964 | Contributions |
| Investment Earnings Or Losses | 66900952 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6541015 | GrantsOrScholarships |
| Other Expenditures | 8633985 | OtherExpenditures |
| End Of Year Balance | 374507651 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 278739032 | BeginningOfYearBalance |
| Contributions | 5407786 | Contributions |
| Investment Earnings Or Losses | 44766917 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6661827 | GrantsOrScholarships |
| Other Expenditures | 8513173 | OtherExpenditures |
| End Of Year Balance | 313738735 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 365692263 | BeginningOfYearBalance |
| Contributions | 2269450 | Contributions |
| Investment Earnings Or Losses | -72802811 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6010593 | GrantsOrScholarships |
| Other Expenditures | 10409277 | OtherExpenditures |
| End Of Year Balance | 278739032 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.31000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.64000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.05000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 12213886 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 6704580 | OtherCostOrOtherBasis |
| Book Value | 18918466 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 8960774 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 167284718 | OtherCostOrOtherBasis |
| Depreciation | 54142110 | Depreciation |
| Book Value | 122103382 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7982029 | OtherCostOrOtherBasis |
| Depreciation | 5142653 | Depreciation |
| Book Value | 2839376 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1355031 | OtherCostOrOtherBasis |
| Book Value | 1355031 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 145216255 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| ALTERNATIVE INVESTMENTS | 194906169 | F |
| COMMINGLED TRUSTS | 20820715 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 215726884 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTEREST RATE EXCHANGE AGREEMENTS | $16,920,000 |
| SPLIT INTEREST AGREEMENTS | $8,984,998 |
| POST-RETIREMENT BENEFITS | $5,413,697 |
| DEFERRED COMPENSATION | $969,244 |
| ASSET RETIREMENT OBLIGATION | $770,602 |
| MED/DENTAL INSURANCE TERMINAL LIABILITY | $832,717 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 33891258 | TotalOfAmounts |
| Total Revenue | 86284372 | TotalRevenue |
| Total Expenses | 90113850 | TotalExpenses |
| Excess Or Deficit For Year | -3829478 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -6981768 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -6981768 | TotalAdjustments |
| Excess Or Deficit Per FS | -10811246 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 56230261 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -6981768 | NetUnrealizedGainsInvestments |
| Other Revenues | 346245 | OtherRevenues |
| Revenue Not Rptd F990 | -6635523 | RevenueNotRptdF990 |
| Revenue Subtotal | 62865784 | RevenueSubtotal |
| Other Revenues Not Included | 23418588 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 23418588 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 86284372 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 67138950 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 443688 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 443688 | ExpensesNotRptdF990 |
| Expenses Subtotal | 66695262 | ExpensesSubtotal |
| Other Expenses Not Included | 23418588 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 23418588 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 90113850 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE COLLEGE HAS COLLECTIONS OF WORKS OF ART AND RARE BOOKS THAT ARE UTILIZED BY THE STUDENTS IN THEIR STUDIES. | |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE USED SOLELY TO SUPPORT THE BUSINESS PURPOSES OF WHITMAN COLLEGE SUCH AS FINANCIAL AID TO STUDENTS, FACULTY SALARIES, AND THE LIBRARY. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | MANAGEMENT BELIEVES THEY HAVE NO UNCERTAIN TAX POSITIONS AND IN ADDITION, UNRELATED BUSINESS INCOME TAX, IF ANY, IS IMMATERIAL. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL INCOME TAXES. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| COST OF GOODS SOLD 11,436. RELATED ENTITIES INVESTMENT INCOME 181,467. RELATED ENTITIES GAINS ON INVESTMENT SALES 153,342. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| TUITION DISCOUNT 23,418,588. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| COST OF GOODS SOLD 11,436. ROUNDING 2. RELATED ENTITIES EXPENSES 432,250. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| TUITION DISCOUNT 23,418,588. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
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 COLLEGE MAKES ITS POLICY OF NON-DISCRIMINATION KNOWN THROUGH THE COLLEGE WEBSITE, THE ANNUAL CATALOG, AND OTHER MATERIALS. ADDITIONALLY, THE COLLEGE PLACES AN ADVERTISEMENT WHICH DESCRIBES ITS POLICY IN A REGIONAL NEWSPAPER EACH YEAR. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE COLLEGE RECEIVES FUNDS FROM THE DEPARTMENT OF EDUCATION IN THE FORM OF GRANTS AND LOANS TO BE GIVEN OUT TO WHITMAN STUDENTS. THE COLLEGE ALSO RECEIVES OTHER FUNDS FROM OTHER FEDERAL AGENCIES IN THE FORM OF GRANTS FOR RESEARCH, EQUIPMENT, STUDY OR OTHER EFFORTS AS STIPULATED IN EACH INDIVIDUAL GRANT. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (24 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | GRANTMAKING | STUDENT FINANCIAL AID | 27750 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTMAKING | STUDENT FINANCIAL AID | 153400 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTMAKING | STUDENT FINANCIAL AID | 420214 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANTMAKING | STUDENT FINANCIAL AID | 6193 |
| SOUTH AMERICA | 0 | 0 | GRANTMAKING | STUDENT FINANCIAL AID | 74693 |
| SOUTH ASIA | 0 | 0 | GRANTMAKING | STUDENT FINANCIAL AID | 27700 |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTMAKING | STUDENT FINANCIAL AID | 35125 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICE | FACULTY TRAVEL | 9535 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICE | FACULTY TRAVEL | 95869 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICE | FACULTY TRAVEL | 280803 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICE | FACULTY TRAVEL | 26619 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICE | FACULTY TRAVEL | 72946 |
| SOUTH AMERICA | 0 | 0 | PROGAM SERVICE | FACULTY TRAVEL | 4492 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICE | FACULTY TRAVEL | 31816 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICE | FACULTY TRAVEL | 6178 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICE | OFF CAMPUS STUDIES | 51950 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICE | OFF CAMPUS STUDIES | 417551 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICE | OFF CAMPUS STUDIES | 904930 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICE | OFF CAMPUS STUDIES | 13750 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICE | OFF CAMPUS STUDIES | 200606 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICE | OFF CAMPUS STUDIES | 48679 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICE | OFF CAMPUS STUDIES | 95150 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | 102365187 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | 4232000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 754610 | SubtotalAmountSpent |
| Cont Amount Spent | 108848526 | ContAmountSpent |
| Total Amount Spent | 109603136 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (7 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|---|
| STUDENT FINANCIAL AID | CENTRAL AMERICA AND THE CARIBBEAN | 3 | 27750 |
| STUDENT FINANCIAL AID | EAST ASIA AND THE PACIFIC | 26 | 153400 |
| STUDENT FINANCIAL AID | EUROPE (INCLUDING ICELAND & GREENLAND) | 55 | 420214 |
| STUDENT FINANCIAL AID | MIDDLE EAST AND NORTH AFRICA | 1 | 6193 |
| STUDENT FINANCIAL AID | SOUTH AMERICA | 13 | 74693 |
| STUDENT FINANCIAL AID | SOUTH ASIA | 3 | 27700 |
| STUDENT FINANCIAL AID | SUB-SAHARAN AFRICA | 6 | 35125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | SCHEDULE F, PART I, LINE 2: THE GRANTMAKING ACTIVITIES SHOWN IN PARTS I AND III INVOLVE COLLEGE FINANCIAL AID FUNDS DELIVERED TO ENROLLED STUDENTS' INDIVIDUAL ACCOUNTS. THE AID IS TO HELP DEFRAY THE COST OF CERTAIN STUDY PROGRAMS TAKING PLACE IN FOREIGN COUNTRIES. ALL SUCH PROGRAMS ARE CLOSELY VETTED BY THE COLLEGE TO ENSURE THE RECIPIENTS ARE OF HIGH ACADEMIC QUALITY AND FINANCIALLY STABLE. ANY AID DELIVERED TO SUCH STUDENTS IS GOVERNED BY THE PROCESSES OUTLINED IN SCHEDULE E. |
| METHOD USED TO ACCCOUNT FOR EXPENDITURES: | SCHEDULE F, PART I, LINE 3: ALL AMOUNTS SHOWN ON SCHEDULE F ARE CALCULATED USING THE ACCRUAL METHOD OF ACCOUNTING. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | INSTITUTIONAL FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 1276 | NumberOfRecipients |
| Amount Of Cash Grant | 22673513 | AmountOfCashGrant |
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: THE COLLEGE AWARDS SCHOLARSHIPS IN CONFORMANCE WITH ESTABLISHED POLICIES ON THE BASIS OF BOTH NEED AND SCHOLASTIC MERIT. AWARDS TO STUDENTS WITH NEED ARE BASED ON THE STUDENTS' FINANCIAL INFORMATION CONTAINED IN THE FINANCIAL AID PROFILE FILED WITH THE COLLEGE SCHOLARSHIP SERVICE AND THE FREE APPLICATION FOR FINANCIAL AID FILED WITH THE FEDERAL PROCESSOR. ALL AID IS OBJECTIVELY DETERMINED AND AWARDED ON AN EQUAL BASIS TO RECIPIENTS WITH SIMILAR ATTRIBUTES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| 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 | 1 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GEORGE BRIDGES | |||||||||||||
| 309303 | 0 | 0 | 0 | 28267 | 0 | 66000 | 0 | 64631 | 0 | 468201 | 0 | 0 | 0 |
| PETER HARVEY | |||||||||||||
| 203330 | 0 | 0 | 0 | 468 | 0 | 20645 | 0 | 11272 | 0 | 235715 | 0 | 0 | 0 |
| JOHN BOGLEY | |||||||||||||
| 174633 | 0 | 0 | 0 | 3860 | 0 | 18156 | 0 | 40104 | 0 | 236753 | 0 | 0 | 0 |
| CHARLES CLEVELAND | |||||||||||||
| 155991 | 0 | 0 | 0 | 1544 | 0 | 16300 | 0 | 16445 | 0 | 190280 | 0 | 0 | 0 |
| TIMOTHY KAUFMAN-OSBORN | |||||||||||||
| 173161 | 0 | 0 | 0 | 1125 | 0 | 17850 | 0 | 10878 | 0 | 203014 | 0 | 0 | 0 |
| J ANTONIO CABASCO | |||||||||||||
| 128554 | 0 | 0 | 0 | 273 | 0 | 12485 | 0 | 19445 | 0 | 160757 | 0 | 0 | 0 |
| DAVID SCHMITZ | |||||||||||||
| 147545 | 0 | 0 | 0 | 963 | 0 | 15057 | 0 | 33448 | 0 | 197013 | 0 | 0 | 0 |
| ROBERT CARSON | |||||||||||||
| 143712 | 0 | 0 | 0 | 3968 | 0 | 13975 | 0 | 9052 | 0 | 170707 | 0 | 0 | 0 |
| PATRICK KEEF | |||||||||||||
| 141423 | 0 | 0 | 0 | 908 | 0 | 15045 | 0 | 7902 | 0 | 165278 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | RESIDENCE FOR PERSONAL USE - THE COLLEGE PRESIDENT IS REQUIRED, AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE COLLEGE, TO MAINTAIN A PERSONAL RESIDENCE IN A HOUSE PROVIDED BY THE COLLEGE. THIS HOUSE IS LOCATED ON THE EDGE OF THE CAMPUS AND IS NOT CONSIDERED TAXABLE COMPENSATION. SOCIAL CLUB DUES - THE COLLEGE PRESIDENT AND VICE PRESIDENT OF DEVELOPMENT ARE PROVIDED MEMBERSHIPS IN SOCIAL CLUBS BY THE COLLEGE. THE AMOUNTS PAID FOR DUES ARE INCLUDED IN THEIR W-2'S AS TAXABLE COMPENSATION. PERSONAL SERVICES - THE PRESIDENT'S PERSONAL RESIDENCE IS PROVIDED CLEANING SERVICES AND YARD CARE BY THE COLLEGE. THIS IS NOT CONSIDERED TAXABLE COMPENSATION. |
| PART I, LINE 4B | GEORGE BRIDGES PARTICIPATED IN A 457(F) PLAN DURING THE YEAR. THE COLLEGE CREDITED $41,500 TO THE PLAN FOR THE CALENDAR YEAR. PROVIDED THAT HE REMAINS ACTIVELY EMPLOYED WITH THE COLLEGE, THE ACCOUNT BECOMES FULLY VESTED ON THE EARLIER OF (A) HIS SPECIFIED DISTRIBUTION DATE (B) THE DATE ON WHICH HE SEPARATES FROM SERVICE INVOLUNTARILY WITHOUT CAUSE (C) THE PARTICIPANT'S DISABILITY, OR (D) THE PARTICIPANT'S DEATH. BENEFITS ARE DISTRIBUTED OVER A PERIOD OF YEARS NOT EXCEEDING THE LIFE EXPECTANCY OF DR. BRIDGES AND HIS BENEFICIARIES AS HE SHALL DESIGNATE AT LEAST TWELVE MONTHS PRIOR TO THE SPECIFIED DISTRIBUTION DATE. |
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 | 939781VM9 | 2004-11-23 | 28770000 | REFUND A BOND ISSUE FROM 1999 | 0 | 0 | 0 |
| WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY | |||||||
| 911306482 | 939781A34 | 2008-06-10 | 30395000 | FACILITIES CONSTRUCION | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capital ExpendituresCapitalExpenditures |
|---|---|---|---|---|---|---|---|---|---|
| 94956 | 28675044 | 232781 | 28442263 | 2004 | 0 | 1 | 1 | 1 | |
| 112158 | 30282842 | 282842 | 2010 | 0 | 0 | 1 | 1 | 30000000 |
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 | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JP MORGAN | |||||||||||
| 1 | 1 | 1 | 21.400000000000 | 0 | 0 | 0 | 0 | 0 | |||
| BNY MELLON | |||||||||||
| 1 | 1 | 1 | 26.000000000000 | 0 | 0 | 1 | 0 | 0 | AIG MATCHING FUND | 3.100000000000 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Form990 Schedule K Part VI Form990ScheduleKPartVI (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SCHEDULE K, PART II, LINE 3, COLUMN 1 | THE DIFFERENCE BETWEEN THE PROCEEDS AMOUNT ON LINE 3 AND THE ISSUE PRICE IN PART I REPRESENTS THE DISCOUNT AT ISSUANCE. |
| SCHEDULE K, PART II, LINE 3, COLUMN 2 | THE DIFFERENCE BETWEEN THE PROCEEDS AMOUNT ON LINE 3 AND THE ISSUE PRICE IN PART I REPRESENTS THE DISCOUNT AT ISSUANCE. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| SHARON KAUFMAN-OSBORN | |||
| FAMILY MEMBER OF TIMOTHY KAUFMAN-OSBORN, PROVOST | 35728 | COMPENSATION | 0 |
| PATRICIA SORENSON | |||
| FAMILY MEMBER OF CHARLES CLEVELAND, KEY EMPLOYEE | 32321 | COMPENSATION | 0 |
| KARI TUPPER | |||
| FAMILY MEMBER OF GEORGE BRIDGES, OFFICER | 57089 | COMPENSATION | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 19 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 381656 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 5312 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 2879 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 127 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4918701 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | COMPUTER SUPPLIES | 6 | 97473 | FMV |
| X | TRAVEL VOUCHERS | 3 | 16780 | FMV |
| X | THERMAL IMAGERS | 2 | 14990 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JOHN COLEMAN AND WILLIAM WAY, TRUSTEES - FAMILY RELATIONSHIP JOHN STANTON AND PETER VAN OPPEN, TRUSTEES - BUSINESS RELATIONSHIP | |
| FORM 990, PART VI, SECTION B, LINE 11 | PROCESS USED BY THE ORGANIZATION TO REVIEW FORM 990 - AN ELECTRONIC DRAFT COPY IS PROVIDED TO THE AUDIT COMMITTEE. VIA E-MAIL AND/OR CONFERENCE CALLS, THE COMMITTEE DISCUSSES AND PROVIDES INPUT TO MANAGEMENT. THE COMMITTEE NEXT ACCEPTS THE FORM 990 AND IT IS MADE AVAILABLE TO THE BOARD OF TRUSTEES FOR REVIEW. AFTER THE TRUSTEES HAVE PROVIDED THEIR INPUT AND ALL QUESTIONS ARE RESOLVED, THE FORM 990 IS FILED WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | PROCESS USED BY THE ORGANIZATION TO MONITOR AND ENFORCE COMPLIANCE WITH CONFLICT OF INTEREST POLICY - TRUSTEES, OFFICERS, AND KEY EMPLOYEES ARE GIVEN A QUESTIONNAIRE ANNUALLY. THE QUESTIONNAIRE INCLUDES THE COLLEGE'S CONFLICT OF INTEREST POLICY AND ASKS EACH INDIVIDUAL ABOUT THE EXISTENCE OF CONFLICTS OF INTEREST, AS WELL AS OTHER PAYMENTS OR SITUATIONS WHICH COULD BE CONSTRUED TO PRESENT A CONFLICT. IF AN INDIVIDUAL ANSWERS ANY QUESTION IN THE AFFIRMATIVE, THEY ARE ASKED TO DESCRIBE THE SITUATION IN THEIR RESPONSE. IF THERE ARE ANY CONCERNS RELATIVE TO ANY ONE INDIVIDUAL'S RESPONSES, MANAGEMENT FOLLOWS UP TO DISCUSS HOW BEST TO DEAL WITH ANY IDENTIFIED SITUATIONS. MANAGEMENT VERIFIES ALL IDENTIFIED INDIVIDUALS HAVE RESPONDED. ALL THE RESPONSES ARE RETAINED IN ACCORDANCE WITH THE COLLEGE'S FILE RETENTION POLICY. TRUSTEES ARE REMINDED OF POTENTIAL CONFLICTS AT EACH MEETING. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION PROCESS FOR TOP OFFICIAL - TRUSTEES APPROVED THE COMPENSATION PACKAGE OF THE COLLEGE'S PRESIDENT AND THE DELIBERATIONS ON THAT PROCESS ARE DOCUMENTED IN THE MINUTES. COMPARABLE DATA FROM PEER INSTITUTIONS WAS USED TO SET THE COMPENSATION RATE. COMPENSATION PROCESS FOR OFFICERS AND KEY EMPLOYEES - TRUSTEES APPROVED THE COMPENSATION PACKAGES OF THE COLLEGE'S OFFICERS. COMPARABLE DATA FROM PEER INSTITUTIONS FOR EACH POSITION WAS USED TO SET THE COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE COLLEGE PROVIDES ACCESS TO ITS FORM 990 AND FINANCIAL STATEMENTS VIA ITS WEBSITE. THE COLLEGE'S TAX EXEMPTION LETTER FROM THE IRS AND OTHER POLICY DOCUMENTS ARE AVAILABLE UPON REQUEST. | |
| PART VII, SECTION A: | NANCY B. SERRURIER, PETER VAN OPPEN AND PETER W. HARVEY EACH DEVOTE 1 HOUR TO WHITMAN COLLEGE 21ST CENTURY TRUST. EACH OF THE FOLLOWING DEVOTE 1 HOUR TO WHITMAN COLLEGE PAUL GARRETT FOUNDATION: MEGAN CLUBB JOHN C. COLEMAN ANDREW FERRARI KAREN GLOVER TOM MCCRACKEN BRADLEY M. MCMURCHIE MEGAN MEDICA WALTER C. MINNICK DEAN NICHOLS DAVID NIERENBERG JAMES L. ROBART JOHN W. STANTON LAWRENCE B. STONE JANICE ABRAHAM WILLIAM WAY PETER VAN OPPEN NANCY SERRURIER PETER W. HARVEY | HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS: |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -6,981,768. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| WHITMAN COLLEGE PAUL GARRETT FOUNDATION | ||||||||||
| 345 BOYER AVENUE | WALLA WALLA | WA | 99362 | 911648072 | TRUST | WA | 501(C) | LINE 11A, I | BOARD OF TRUSTEES OF WHITMAN COLLEGE | 1 |
| WHITMAN COLLEGE 21ST CENTURY TRUST | ||||||||||
| 345 BOYER AVENUE | WALLA WALLA | WA | 99362 | 916526001 | TRUST | WA | 501(C) | LINE 11A, I | BOARD OF TRUSTEES OF WHITMAN COLLEGE | 1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|
| CHARITABLE LEAD ANNUITY TRUST (1) | |||||||
| 345 BOYER AVENUE | WALLA WALLA | WA | 99362 | HOLDINGS | WA | N/A | T |
| CHARITABLE REMAINDER ANNUITY TRUSTS (2) | |||||||
| 345 BOYER AVENUE | WALLA WALLA | WA | 99362 | HOLDINGS | WA | N/A | T |
| CHARITABLE REMAINDER UNITRUSTS (21) | |||||||
| 345 BOYER AVENUE | WALLA WALLA | WA | 99362 | HOLDINGS | WA | N/A | T |
| POOLED INCOME FUNDS (3) | |||||||
| 345 BOYER AVENUE | WALLA WALLA | WA | 99362 | HOLDINGS | WA | N/A | T |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | 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 | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| WHITMAN COLLEGE PAUL GARRETT FOUNDATION | ||
| C | 196634 | CASH AMOUNT |
| WHITMAN COLLEGE 21ST CENTURY TRUST | ||
| C | 250708 | CASH AMOUNT |
Comments