2012-03-14T16:11:30-05:00 2011-06-30 BAKER TILLY VIRCHOW KRAUSE LLP 225 S 6TH ST STE 2300 MINNEAPOLIS MN 55402 990 2010-07-01 910473310 WHITWORTH UNIVERSITY WHIT 5097773243 300 W HAWTHORNE ROAD SPOKANE WA 99251 BRIAN L BENZEL 5097773243 2012-03-14 1 LAWRENCE H MOHR CPA 6128764500 2010 2016-02-24 21:20:13Z BRIAN L BENZEL 300 W HAWTHORNE ROAD SPOKANE WA 99251 114209529 0 X WWW.WHITWORTH.EDU X 1890 WA SINCE 1890, WHITWORTH HAS HELD FAST TO ITS FOUNDING MISSION OF PROVIDING "AN EDUCATION OF MIND AND HEART" THROUGH RIGOROUS INTELLECTUAL INQUIRY GUIDED BY DEDICATED CHRISTIAN SCHOLARS. RECOGNIZED AS ONE OF THE TOP REGIONAL COLLEGES AND UNIVERSITIES IN THE WEST, WHITWORTH UNIVERSITY HAS AN ENROLLMENT OF 2,989 STUDENTS AND OFFERS 60 UNDERGRADUATE AND GRADUATE DEGREE PROGRAMS. IN RECENT YEARS, WHITWORTH HAS ENJOYED RECORD LEVELS OF STUDENT ENROLLMENT AND RETENTION, THE STRONGEST FINANCIAL POSITION IN THE UNIVERSITY'S HISTORY, AND INCREASED EXTERNAL VISIBILITY. 35 35 2246 52 -119830 -137512 9003232 10038114 74238248 84767223 11713659 3677498 -32368 -158465 94922771 98324370 27730535 31708364 0 0 35046240 37434926 0 0 3340433 23574202 24624322 86350977 93767612 8571794 4556758 204464085 223835836 83504504 78771688 120959581 145064148 X SINCE 1890, WHITWORTH HAS HELD FAST TO ITS FOUNDING MISSION OF PROVIDING "AN EDUCATION OF MIND AND HEART" THROUGH RIGOROUS INTELLECTUAL INQUIRY GUIDED BY DEDICATED CHRISTIAN SCHOLARS. 0 0 65314114 31708364 72040895 INSTRUCTION: WHITWORTH UNIVERSITY'S ENROLLMENT (2010-11) UNDERGRADUATE: 2,700; GRADUATE: 289.UNDER-REPRESENTED ETHNIC ENROLLMENT UNDERGRADUATE: 18.4 PERCENT. SIX-YEAR GRADUATION RATE (2010-11): 79.3 PERCENT OF FIRST-TIME, FULL-TIME STUDENTS ENROLLED IN FALL 2004 GRADUATED WITHIN SIX YEARS. FRESHMAN-TO-SOPHOMORE RETENTION RATE (2009-10): 85.4 PERCENT. THE UNIVERSITY UNDERGRADUATE STUDENT BODY HAS A COMPOSITION OF 82%/18% WHITE/NON-WHITE; 60%/40% FEMALE/MALE AND REPRESENTATION OF 23 COUNTRIES. THE UNIVERSITY OFFERS 60 UNDERGRADUATE AND GRADUATE DEGREE PROGRAMS; THE MOST PROMINENT ARE ELEMENTARY EDUCATION, BUSINESS MANAGEMENT, ENGLISH, BIOLOGY AND PSYCHOLOGY. IN FISCAL YEAR 2010-11 WHITWORTH COMPLETED TWO VERY IMPORTANT PROJECTS, THE OPENING OF THE NEW WHITWORTH COSTA RICA CENTER AND THE CONSTRUCTION OF ITS NEW $31.0 MILLION CHEMISTRY AND BIOLOGY ACADEMIC BUILDING. 2011 IS ALSO THE 9TH YEAR IN A ROW THAT WHITWORTH HAS BEEN IN THE TOP 10 OF U.S. NEWS AND WORLD REPORT'SANNUAL RANKINGS; WHITWORTH IS RANKED 62ND AMONG THE TOP 100 PRIVATE UNIVERSITIES IN THE UNITED STATES BY KIPLINGER'S PERSONAL FINANCE (2011) AND, WHITWORTH IS AMONG THE TOP SCHOOLS IN THE U.S. FOR ITS COMMITMENT TO COMMUNITY SERVICE AS LISTED BY THE PRESIDENT'S HIGHER EDUCATION COMMUNITY SERVICE 2011 HONOR ROLL. 7247211 11026931 STUDENT SERVICES: WHITWORTH'S RESIDENCE HALLS AND/OR ON-CAMPUS HOUSES/APARTMENTS ACCOMMODATE OVER 1,400 STUDENTS (FALL 2010). WHITWORTH HAS A TWO-YEAR RESIDENCY REQUIREMENT. THE UNIVERISTY OFFERS 11 HALLS AND 23 THEME HOUSES. STUDENT CLUBS AND ORGANIZATIONS: WHITWORTH HAS NEARLY 40 STUDENT CLUBS, RANGING FROM AMNESTY INTERNATIONAL TO THE HAWAIIAN CLUB. RECENT STUDENT HIGHLIGHTS: 2010 PRESIDENT'S CUP WINNERS (WHO MAINTAINED A 4.0 GPA THROUGHOUT THEIR COLLEGE CAREERS) SIX STUDENTS. ONE OF THOSE STUDENTS ALSO RECEIVED A FULL-TUITION SCHOLARSHIP AND A STIPEND TO CONDUCT RESEARCH IN THE LASERS AND APPLIED PHYSICS DOCTORATE PROGRAM AT PRINCETON UNIVERSITY. THE AWARD AMOUNTS TO $65,000-70,000 PER YEAR FOR UP TO SIX YEARS. THREE 2010 GRADUATES HAVE BEEN AWARDED FULBRIGHT ASSISTANTSHIP GRANTS TO TEACH ENGLISH AS A FOREIGN LANGUAGE IN ARGENTINA AND MALAYSIA, AND BELGIUM. ALSO IN 2010, WHITWORTH'S STUDENT-RUN NEWSPAPER, THE WHITWORTHIAN, WON FIRST PLACE IN ITS DIVISION AT THE 2009 NATIONAL MARK OF EXCELLENCE AWARDS, SPONSORED BY THE SOCIETY OF PROFESSIONAL JOURNALISTS; FOR THE SIXTH TIME IN THE PAST 12 YEARS, THE WHITWORTH JAZZ ENSEMBLE WAS NAMED OUTSTANDING COLLEGE BAND AT THE LIONEL HAMPTON JAZZ FESTIVAL. 2895603 1699397 AUXILIARY SERVICES: WHITWORTH UNIVERSITY PROVIDES DINING SERVICES TO OVER 1,400 STUDENTS RESIDENT STUDENTS AND TO THE MANY OTHER STUDENTS WHO LIVE OFF CAMPUS, THE UNIVERSITY ALSO PROVIDES ACCESS TO PURCHASING BOOKS AND SUPPLIES AT ITS CAMPUS BOOKSTORE. IN FISCAL YEAR 2011, AUXILIARY SERVICES GENERATED GROSS REVENUES OF OVER $12.0 MILLION THAT HELP SUPPORT THE ACADEMIC AND STUDENTS SERVICES PROVIDED TO THE ALMOST 3,000 UNDERGRADUATE AND GRADUATE STUDENTS REGISTERED AT THE UNIVERSITY. 484598 484598 75941526 1 1 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 1 1 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 153 0 2246 1 1 1 1 CJ CS 0 0 0 1 1 1 1 0 0 0 X 35 35 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA WA X X LUZ MERKEL 5097774225 300 W HAWTHORNE ROAD SPOKANE WA 99251 REV DR PETER B BARNES 1.00 X 0 0 0 JAMES S BENNETT JR 1.00 X 0 0 0 CHARLES L BOPPELL 1.00 X 0 0 0 SCOTT C CHANDLER 1.00 X 0 0 0 DEBRA K COZZETTO 1.00 X 0 0 0 LINDA CUNNINGHAM 1.00 X 0 0 0 WILLIAM P CURRY 1.00 X 0 0 0 CLARK DONNELL 1.00 X 0 0 0 SCOTT DUDLEY 1.00 X 0 0 0 CURTIS ESTES 1.00 X 0 0 0 WILLIAM C FIX 1.00 X 0 0 0 KATHLEEN GOODRICH 1.00 X 0 0 0 GARY J HOPKINS 1.00 X 0 0 0 MICHAEL KEENAN 1.00 X 0 0 0 BRIAN KIRKPATRICK 1.00 X 0 0 0 ANDREA LAIRSON 1.00 X 0 0 0 LEE AUGUSTUS 1.00 X 0 0 0 BOB MCCONKEY 1.00 X 0 0 0 JAMES MUNYON 1.00 X 0 0 0 REV DR RICHARD MURRAY 1.00 X 0 0 0 DAVID G MEYERS 1.00 X 0 0 0 WALTER M OLIVER 1.00 X 0 0 0 REV GAYLE PARKER 1.00 X 0 0 0 MARK POE 1.00 X 0 0 0 JOHN DAVID ROBBLEE 1.00 X 0 0 0 KENNETH M ROBERTS 1.00 X 0 0 0 JUDI SHUPPER 1.00 X 0 0 0 REV DR JAMES M SINGLETON 1.00 X 0 0 0 JAN MORROW SKAGGS 1.00 X 0 0 0 ANNE MCCULLOCH STORM 1.00 X 0 0 0 ARTHUR E SYMONS JR 1.00 X 0 0 0 REV DR MARK J TOONE 1.00 X 0 0 0 WAYNE WILLIAMS 1.00 X 0 0 0 BRIAN BENZEL 40.00 X 152233 0 17424 BECK TAYLOR 40.00 X 256437 0 25896 MICHAEL LE ROY 40.00 X 149726 0 17412 KATHY STORM 40.00 X 127689 0 14321 FRED PFURSICH 40.00 X 125768 0 14908 DALE E SODEN 40.00 X 140058 0 15574 SCOTT MCQUILKIN 40.00 X 136491 0 59786 MEGHAN BROWN 1.00 X 0 0 0 WILLIAM P ROBINSON 40.00 X 408756 0 35878 1497158 0 201199 17 1 1 0 BOUTEN CONSTRUCTION CO PO BOX 3507 SPOKANE WA 99220 CONSTRUCTION 15234281 MILLER HULL PARTNERSHIP LLP 71 COLUMBIA 6TH FLR SEATTLE WA 98104 CONSTRUCTION 559570 EDWARDS LALONE TRAVEL 221 W MAIN SPOKANE WA 99201 TRAVEL AGENCY 547699 INTEGRUS ARCHITECTURE PS 10 S CEDAR ST SPOKANE WA 99204 ARCHITECTS 415883 ROYALL & COMPANY 1920 E PARHAM RD RICHMOND VA 23228 MAILING LIST SERVICES 320460 8 46683 56461 3995609 5939361 1488341 10038114 TUITION AND FEES 611710 72040895 72040895 AUXILIARY ENTERPRISES 611710 11026931 11026931 SALES AND SERVICES OF 611710 1699397 1699397 84767223 2593342 2593342 418290 528181 -109891 -109891 -119830 9939 14907192 13823036 1084156 1084156 1084156 44802 46683 18568 26234 26234 1440566 1515374 -74808 -74808 98324370 84767223 -119830 3638863 31708364 31708364 451989 67798 231693 152498 27998052 21269733 5742816 985503 1873179 1236298 543222 93659 5156213 3403100 1495302 257811 1955493 782197 1075521 97775 135200 54080 74360 6760 93679 93679 550467 512086 38381 1193022 691953 441418 59651 362557 271918 90639 1796155 1077693 628654 89808 1453825 799604 407071 247150 2529 2529 2164759 1536979 541190 86590 1652946 661178 578531 413237 1929716 1061344 482429 385943 2225072 2225072 5357412 4285929 1012551 58932 390600 292950 89838 7812 BOARD EXPENSES 2895603 2895603 EQUIPMENT AND REPAIRS 1109388 554694 388286 166408 FEDERAL GRANTS ADMIN EX 780699 780699 MISCELLANEOUS 286660 171996 85998 28666 SUBSCRIPTIONS AND PUBLI 244033 109815 61008 73210 93767612 75941526 14485653 3340433 12068557 2436271 4854971 4019662 1472084 2044828 4483310 4333069 581131 540300 661238 663061 152446281 52419118 83805006 100027163 25117355 41749111 34381818 40240742 37038615 27781629 204464085 223835836 12268698 8483349 3595505 3591234 1553591 1283021 63937914 62220942 2148796 3193142 83504504 78771688 X 44949770 52525067 20942503 30844965 55067308 61694116 120959581 145064148 204464085 223835836 X 4556758 19547809 X X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 4558 4558 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: THE UNIVERSITY BELONGS TO THE INDEPENDENT COLLEGES AND UNIVERSITIES OF WASHINGTON AND THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES AND AS SUCH PARTICIPATES IN THE LOBBYING ACTIVITIES OF SUCH ORGANIZATIONS. ICW INDICATED THE ESTIMATED AMOUNT OF THE UNIVERSITY FEES DEDICATED TO LOBBYING IN FY 2011 WAS $4,110. NAICU INDICATED THE ESTIMATED AMOUNT OF THE UNIVERSITY FEES DEDICATED TO LOBBYING IN FY 2011 WAS $448. 80053250 3413412 18082616 2302129 99247149 73923116 3080981 5362563 2313410 80053250 93721329 2167243 -19531262 2434194 73923116 0.11000 0.61000 0.28000 1 0 5561315 5561315 118462060 36386673 82075387 12772235 7321641 5450594 15650671 8710804 6939867 100027163 TIPS 2822586 F EQUITY INDEX FUND 7551460 F GLOBAL FIXED INCOME 6268480 F COMMODITIES 2809684 F REAL ESTATE INVESTMENT 5582815 F NOTES REC. COLL/REAL ESTATE 211846 F SINGLE PREMIUM LIFE INS. POLICY 133003 F LIMITED PARTNERSHIPS 3569907 F PRIVATE EQUITY FUNDS 2220263 F HEDGE FUNDS 6178153 F OTHER INVESTMENTS 2892545 F 40240742 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 19345804 DEFERRED DEBT ACQUISITION COSTS 519280 DEPOSITS HELD BY TRUSTEE 7916545 27781629 STUDENT DEPOSITS 1539583 ASSET RETIREMENT OBLIGATION 807457 INTEREST RATE EXCHANGE LIABILITY 846102 3193142 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUNDS ARE MAINLY USED TO PROVIDE SCHOLARSHIP SUPPORT TO STUDENTS SO THAT THEY CAN ATTEND THE UNIVERSITY. SOME OF THE FUNDS ARE ALSO USED TO PROVIDE FUNDING SUPPORT FOR RESEARCH AND DEPARTMENTAL ACTIVITIES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE UNIVERSITY FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2011 AND 2010. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AUTHORITIES. THE TAX RETURNS FOR THE CURRENT YEAR AS WELL AS FISCAL YEARS 2008 THROUGH 2010 ARE OPEN TO EXAMINATION BY FEDERAL AUTHORITIES. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE NON-DISCRIMINATION POLICY IS PUBLISHED IN ALL STUDENT BROCHURES AND WEBSITES. THE POLICY IS ALSO PUBLISHED IN THE LOCAL NEWSPAPER AT LEAST ONCE DURING THE FISCAL YEAR. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 WHITWORTH UNIVERSITY PARTICIPATES IN THE FEDERAL FINANCIAL AID PROGRAM AND AS SUCH, MANAGES FEDERAL AND STATE AID THAT IS ALLOCATED TO THE STUDENTS. CENTRAL AMERICA AND THE CARIBBEAN 1 2 PROGRAM SERVICES - CAPITAL CONTRIBUTIONS TO WHITWORTH COSTA RICA LIMITADA ACADEMIC INSTRUCTION 712352 CENTRAL AMERICA AND THE CARIBBEAN 1 2 CAPITAL CONTRIBUTIONS FOR PLANT INVESTMENT ACADEMIC INSTRUCTION 947143 CENTRAL AMERICA AND THE CARIBBEAN 1 2 INVESTMENT 2368434 3 6 0 0 3 6 4027929 0 4027929 1 0 1 1 0 0 OTHER INFORMATION SCHEDULE F, PART V SCHEDULE F, PART IV, LINE 4: THE UNIVERSITY INVESTS IN PARTNERSHIPS THAT HOLD DIRECT OR INDIRECT INTERESTS IN PASSIVE FOREIGN INVESTMENT COMPANIES. THE INVESTMENT PARTNERSHIPS HAVE PROPERLY FILED FORM 8621. UNDER THESE FACTS, IT IS NOT NECESSARY FOR THE UNIVERSITY TO FILE AN ADDITIONAL 8621. PIRATE NIGHT 91485 46683 44802 9204 9364 91485 46683 44802 9204 9364 18568 26234 1 FINANCIAL AID FOR TUITION, ROOM AND BOARD EXPENSES 2989 31708364 BOOK PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: STUDENTS MUST SUBMIT THEIR FAFSA FEDERAL FORM TO DOCUMENT THEIR NEED FOR FEDERAL FINANCIAL AID. ONCE THE FINANCIAL AID IS AWARDED, THE GRANTS ARE TRANSMITTED TO THE STUDENTS' INSTITUTIONAL ACCOUNTS TO PAY FOR TUITION CHARGES, THERE IS ALSO A FOLLOW UP PROCESS DURING THE SEMESTER AND SCHOOL YEAR TO ENSURE ACADEMIC CREDITS COMPLETION AND SATISFACTORY ACADEMIC PROCESS BEFORE ADDITIONAL FINANCIAL AID IS AWARDED. X X X X X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 BRIAN BENZEL 150085 0 0 0 2148 0 12308 0 5116 0 169657 0 0 0 BECK TAYLOR 123702 0 0 0 132735 0 10600 0 15296 0 282333 0 0 0 MICHAEL LE ROY 148201 0 0 0 1525 0 12296 0 5116 0 167138 0 0 0 DALE E SODEN 138943 0 0 0 1115 0 10575 0 4999 0 155632 0 0 0 SCOTT MCQUILKIN 134626 0 0 0 1865 0 10690 0 49096 0 196277 0 0 0 WILLIAM P ROBINSON 220665 0 0 0 188091 0 18446 0 17432 0 444634 0 144944 0 PART I, LINE 1A THE COMPENSATION AND BENEFITS OF THE ORGANIZATION'S PRESIDENT ARE ADOPTED AND APPROVED BY AN EXECUTIVE COMPENSATION COMMITTEE WHICH IS A SUB-COMMITTEE OF THE BOARD OF TRUSTEES. DR. BECK TAYLOR, OTHER COMPENSATION INCLUDES PAYMENT OF $117,926 TRANSITIONAL AND ONE-TIME TAXABLE BENEFIT PAID TO FACILITATE HIS RELOCATION TO SPOKANE TO BECOME THE UNIVERSITY'S PRESIDENT ON 7/1/10. WILLIAM P. ROBINSON'S SALARY DATA INCLUDES PAYMENT OF $144,944 FOR DEFERRED COMPENSATION PREVIOUSLY REPORTED AS PART OF HIS BENEFITS. WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY 911306482 939781YF1 2009-11-01 63720000 CONSTRUCTION 0 0 0 63720000 4299656 24600388 553250 35190000 2011 1 0 1 1 0 0 1 0 1 0.03000 0.03000 1 0 0 0 0 0 0 X 900 APRAISAL X 5 145767 MARKET X 1 5615 FMV X 1 1179341 FMV X PHOTOGRAPHS 1 69426 FMV X TRAVEL VOUCHERS 5 20525 FMV X DIAGNOSTIC READING BATTERY 1 7500 FMV X OTHER 7 16874 FMV 1 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF TRUSTEES HAS DELEGATED THE REVIEW RESPONSIBILITY TO ITS AUDIT COMMITTEE. ONCE THE REVIEW IS COMPLETED THE 990 IS PLACED IN A SECURE WEBSITE FOR THE BOARD'S INSPECTION AND REVIEW BEFORE FILING THE 990. FORM 990, PART VI, SECTION B, LINE 12C STAFF AND FACULTY: AT THE BEGINNING OF THE YEAR, WE TIE THE COMPLETION OF THE CONFLICT OF INTEREST DISCLOSURE FORM TO BEING ABLE TO AUTHORIZE OR REQUEST ANY PAYMENT FOR THE UNIVERSITY. THIS IS TRACKED IN A DATABASE. TRUSTEES: THE SECRETARY OF THE BOARD, ENSURES THAT EVERY TRUSTEE COMPLETES THE DISCLOSURE FORM EVERY FALL MEETING. IF ANYONE'S FORM IS MISSING, SHE OR HER ASSISTANT FOLLOW UP UNTIL THE FORM IS COMPLETED. THEN, THE AUDIT COMMITTEE REVIEWS THOSE FORMS WITH DISCLOSED CONFLICT DURING THE FALL MEETING FOR THE STAFF AND FACULTY AND DURING THE SPRING FOR TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR KEY OFFICERS REPORTING TO THE PRESIDENT WAS REVIEWED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES IN JUNE 2009; THIS PROCESS INVOLVED AN INDEPENDENT ANALYSIS BY AN OUTSIDE CONSULTANT WHO COMPARED COMPENSATION FOR THESE INDIVIDUALS AGAINST PEER INSTITUTIONS. THESE KEY EMPLOYEES INCLUDE THE VICE PRESIDENT FOR ACADEMIC AFFAIRS, THE VICE PRESIDENT FOR STUDENT LIFE, THE VICE PRESIDENT FOR PLANNING, THE VICE PRESIDENT FOR ADMISSION AND FINANCIAL AID, AND THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION. COMPENSATION FOR THE PRESIDENT WAS REVIEWED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES IN APRIL 2010; THIS PROCESS INVOLVED AN INDEPENDENT ANALYSIS BY AN OUTSIDE CONSULTANT WHO COMPARED COMPENSATION FOR THIS INDIVIDUAL AGAINST PEER INSTITUTIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST STATEMENTS ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE AT THE UNIVERSITY'S WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 16,123,984. ACTUARIAL ADJUSTMENT ON RETIREE HEALTH PLAN 3,367,352. NET INCOME FROM THE FOUNDATION 1,205,315. CHANGE IN NET ASSETS OF THE FOUNDATION PER FINANCIAL STATEMENTS -1,148,842. TOTAL TO FORM 990, PART XI, LINE 5: 19,547,809. FORM 990, PART XI, LINE 2C: NEITHER THE OVERSIGHT PROCESS OF THE AUDIT OR THE SELECTION PROCESS OF THE INDEPENDENT ACCOUNTANT CHANGED DURING THE CURRENT YEAR. THE WHITWORTH FOUNDATION 300 W HAWTHORNE RD SPOKANE WA 99251 237232067 FUNDRAISING SUPPORT FOR WHITWORTH UNIVERSITY WA 501(C)(3) 11B WHITWORTH UNIVERSITY 1 WHITWORTH COSTA RICA LIMITADA CALLE 7 AVENIDAS 7 Y 9 EDIFICIO SAN JOSE CS EDUCATIONAL INSTITUTION CS WHITWORTH UNIVERSITY C -4898 2919914 1.00000 1 1 1 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 THE WHITWORTH FOUNDATION C 56461 FMV WHITWORTH COSTA RICA LIMITADA B 1659495 FMV