NORTHWEST UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NORTHWEST UNIVERSITY (EIN 91-0615846)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2012-10-22
- IRS object ID
- 201242969349300224
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-22T08:49:03-00:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lakeview Accounting Associates | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5530 - 114th Ave NE | AddressLine1 |
| City | Kirkland | City |
| State | WA | State |
| ZIP Code | 980337513 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910615846 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Northwest University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NORT | NameControl |
| Phone | 4258228266 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 579 | AddressLine1 |
| City | Kirkland | City |
| State | WA | State |
| ZIP Code | 980830579 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John Jordan | Name |
| Title | Chief Financial Officer | Title |
| Phone | 4258897788 | Phone |
| Date Signed | 2012-10-22 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Dale Sorensen | Name |
| Phone | 4258895984 | Phone |
| Date Prepared | 2012-10-22 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph Castleberry | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 579 | AddressLine1 |
| City | Kirkland | City |
| State | WA | State |
| ZIP Code | 98033 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 37390585 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.northwestu.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1955 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | Our mission is to carry the call of God by continually building a learning community dedicated to spiritual vitality, academic excellence, and empowered engagement with human need. This is achieved on a distinctively Christian residential campus through offering post-secondary education for students. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 743 | TotalNbrEmployees |
| Total Gross UBI | 83799 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -13442 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2317874 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1109905 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 30832042 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 35355075 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 339745 | InvestmentIncomePriorYear |
| Investment Income Current Year | -40977 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 428695 | OtherRevenuePriorYear |
| Other Revenue Current Year | 85139 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 33918356 | TotalRevenuePriorYear |
| Total Revenue Current Year | 36509142 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 8188906 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 10394479 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 15412270 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 15962422 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1349414 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10485552 | OtherExpensePriorYear |
| Other Expenses Current Year | 12295836 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 34086728 | TotalExpensesPriorYear |
| Total Expenses Current Year | 38652737 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -168372 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2143595 | RevenuesLessExpensesCY |
| Total Assets BOY | 62653303 | TotalAssetsBOY |
| Total Assets EOY | 61480799 | TotalAssetsEOY |
| Total Liabilities BOY | 42438517 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 43311852 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 20214786 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18168947 | NetAssetsOrFundBalancesEOY |
| Mission Description | We, the people of Northwest University, carry the call of God by continually building a learning community dedicated to spiritual vitality, academic excellence, and empowered engagement with human need. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 27508848 | Expense |
| Grants | 10394479 | Grants |
| Revenue | 30602559 | Revenue |
| Description | Postsecondary education University instruction during the 2011-12 academic year 1430.4 FTE students | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4322213 | Expense |
| Revenue | 4500256 | Revenue |
| Description | Postsecondary education University housing and food service for students during the 2011-12 academic year1430.4 FTE students | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 239868 | Expense |
| Revenue | 664594 | Revenue |
| Description | Postsecondary education University bookstore sales for students during the 2011-12 academic year. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 32070929 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 1776 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 743 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | John Jordan | NamePerson |
| Telephone Number | 4258897788 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5520 - 108th Ave NE | AddressLine1 |
| City | Kirkland | City |
| State | WA | State |
| ZIP Code | 980830579 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (41 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Welk Leslie | |||||||
| Chairman | 001.90 | X | X | 9838 | 0 | 0 | |
| Petty Barbara | |||||||
| Vice Chair | 001.90 | X | X | 17571 | 0 | 0 | |
| Conn Sallee | |||||||
| Secretary | 001.90 | X | X | 0 | 0 | 0 | |
| Powers Boyd | |||||||
| Treasurer | 001.50 | X | X | 1413 | 0 | 0 | |
| King Gary | |||||||
| Treasurer | 001.50 | X | X | 0 | 0 | 0 | |
| Bullock Warren | |||||||
| Director | 001.50 | X | 0 | 0 | 0 | ||
| Cole Dave | |||||||
| Director | 001.00 | X | 935 | 0 | 0 | ||
| Detrick Don | |||||||
| Director | 001.00 | X | 3828 | 0 | 0 | ||
| Dickhoff Art | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Edwardson Christopher | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Eno Brian | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Fox John | |||||||
| Director | 001.00 | X | 8515 | 0 | 0 | ||
| Fox Robert | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Fulkes Doyle | |||||||
| Director | 001.50 | X | 1914 | 0 | 0 | ||
| Guneratnam Datuk | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Hayford James | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Khoo Kay Peng | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Lebeda Bob | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Morton Gary | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Perkins Byron | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Phillips Dave | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Pizelo Tony | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Portmann Jeffery | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Reece George | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Rice Jim | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Schaberg Alan | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Smith Eugene Jr | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Smith Gini | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Vallerand Philippe | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Veristain Mark | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Waggoner Kristen | |||||||
| Director | 001.00 | X | 3512 | 0 | 0 | ||
| Warneke Alan | |||||||
| Director | 001.50 | X | 0 | 0 | 0 | ||
| Welch Roy Bill | |||||||
| Director | 001.50 | X | 0 | 0 | 0 | ||
| Wilson William | |||||||
| Director | 001.50 | X | 0 | 0 | 0 | ||
| York Dan | |||||||
| Director | 001.50 | X | 0 | 0 | 0 | ||
| Castleberry Joseph | |||||||
| Director / President | 040.00 | X | X | 107608 | 0 | 123626 | |
| Jordan John | |||||||
| CFO | 017.00 | X | 0 | 0 | 0 | ||
| Neary Daniel T | |||||||
| CFO - Exec Vice Pres | 008.00 | X | 142206 | 0 | 58312 | ||
| Schimelpfenig Dan | |||||||
| CFO | 037.00 | X | 30842 | 0 | 70255 | ||
| Smith Steven | |||||||
| Creative Director | 040.00 | 119334 | 0 | 5175 | X | ||
| Quiggle Merlin | |||||||
| Associate VP | 008.00 | 112528 | 0 | 8158 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 560044 | TotalReportableCompFromOrg |
| Total Other Compensation | 265526 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Pioneer College Caterers | |||||
| 303 Glenrose Ave | Nashville | TN | 37210 | Student Food Services | 782288 |
| RCC Inc | |||||
| 545 Andover Park W Ste 211 | Tukwila | WA | 98188 | Janitorial services | 229972 |
| PSSP - Puget Sound Security | |||||
| PO Box 1892 | Bellevue | WA | 980091892 | Security patrol | 156791 |
| Northwest Landscape Services of WA LLC | |||||
| PO Box 864 | Woodinville | WA | 98072 | Grounds maintenance | 149497 |
| Spirit 1053 Stream | |||||
| 19303 Fremont Ave N | Seattle | WA | 98133 | Radio advertising | 133938 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Fundraising Events | 63188 | FundraisingEvents |
| Related Organizations | 222287 | RelatedOrganizations |
| Government Grants | 240910 | GovernmentGrants |
| All Other Contributions | 583520 | AllOtherContributions |
| Total Contributions | 1109905 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition and fees | 611600 | 30602559 | 30602559 |
| Student housing | 611710 | 4500256 | 4500256 |
| Other student income | 611600 | 209971 | 209971 |
| Other income | 611710 | 42289 | 42289 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 35355075 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9122 | TotalRevenueColumn |
| Exclusion | $5,894 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 159806 | Real |
| Personal | 36485 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 159806 | Real |
| Personal | 36485 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 196291 | TotalRevenueColumn |
| Unrelated Business Revenue | 83799 | UnrelatedBusinessRevenue |
| Exclusion | $112,492 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 50099 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -50099 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -50099 | TotalRevenueColumn |
| Exclusion | -$50,099 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 16381 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 63188 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 51643 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -35262 | TotalRevenueColumn |
| Exclusion | -$35,262 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 664594 | GrossSalesOfInventory |
| Cost Of Goods Sold | 779701 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -115107 | TotalRevenueColumn |
| Related Or Exempt Function Income | -115107 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Bad debts recovered | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 73473 | TotalRevenueColumn |
| Related Or Exempt Function Income | 73473 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 39217 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36509142 | TotalRevenueColumn |
| Related Or Exempt Function Income | 35313441 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 83799 | UnrelatedBusinessRevenue |
| Exclusion | -$1,231 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10394479 | Total |
| Program Services | 10394479 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 643840 | Total |
| Program Services | 48923 | ProgramServices |
| Management And General | 277828 | ManagementAndGeneral |
| Fundraising | 317089 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13765461 | Total |
| Program Services | 11367995 | ProgramServices |
| Management And General | 1741705 | ManagementAndGeneral |
| Fundraising | 655761 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 671362 | Total |
| Program Services | 593548 | ProgramServices |
| Management And General | 14106 | ManagementAndGeneral |
| Fundraising | 63708 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 881759 | Total |
| Program Services | 726387 | ProgramServices |
| Management And General | 102674 | ManagementAndGeneral |
| Fundraising | 52698 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 740 | Total |
| Program Services | 740 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51939 | Total |
| Program Services | 16000 | ProgramServices |
| Management And General | 35939 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7538 | Total |
| Management And General | 7538 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1646606 | Total |
| Program Services | 1334200 | ProgramServices |
| Management And General | 301669 | ManagementAndGeneral |
| Fundraising | 10737 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 650943 | Total |
| Program Services | 571842 | ProgramServices |
| Management And General | 32863 | ManagementAndGeneral |
| Fundraising | 46238 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 308328 | Total |
| Program Services | 258063 | ProgramServices |
| Management And General | 30433 | ManagementAndGeneral |
| Fundraising | 19832 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 244816 | Total |
| Management And General | 244816 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2398134 | Total |
| Program Services | 1826212 | ProgramServices |
| Management And General | 528456 | ManagementAndGeneral |
| Fundraising | 43466 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1219308 | Total |
| Program Services | 1054542 | ProgramServices |
| Management And General | 134114 | ManagementAndGeneral |
| Fundraising | 30652 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88241 | Total |
| Program Services | 83833 | ProgramServices |
| Management And General | 3730 | ManagementAndGeneral |
| Fundraising | 678 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1569213 | Total |
| Program Services | 1438485 | ProgramServices |
| Management And General | 88733 | ManagementAndGeneral |
| Fundraising | 41995 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 354354 | Total |
| Program Services | 354354 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1878784 | Total |
| Program Services | 1675581 | ProgramServices |
| Management And General | 137926 | ManagementAndGeneral |
| Fundraising | 65277 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 240248 | Total |
| Program Services | 27864 | ProgramServices |
| Management And General | 212384 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| Derivitives | 1118723 | 1118723 | ||
| Bad debts | 161202 | 161202 | ||
| Write off unused capital assets | 80679 | 80679 | ||
| Other | 276040 | 57555 | 217202 | 1283 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38652737 | Total |
| Program Services | 32070929 | ProgramServices |
| Management And General | 5232394 | ManagementAndGeneral |
| Fundraising | 1349414 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 281976 | BOY |
| EOY | 548552 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1116036 | BOY |
| EOY | 1245971 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2306515 | BOY |
| EOY | 1685400 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7022 | BOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151573 | BOY |
| EOY | 145017 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 413407 | BOY |
| EOY | 184439 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 693290 | BOY |
| EOY | 694449 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 68460588 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 19568522 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49602291 | BOY |
| EOY | 48892066 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7939084 | BOY |
| EOY | 8084905 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142109 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62653303 | BOY |
| EOY | 61480799 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2144411 | BOY |
| EOY | 2300415 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2055125 | BOY |
| EOY | 1783955 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26735000 | BOY |
| EOY | 26735000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5334433 | BOY |
| EOY | 4750000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6169548 | BOY |
| EOY | 7742482 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42438517 | BOY |
| EOY | 43311852 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20214661 | BOY |
| EOY | 18168822 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125 | BOY |
| EOY | 125 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20214786 | BOY |
| EOY | 18168947 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62653303 | BOY |
| EOY | 61480799 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2143595 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 97756 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
| Public Support Pertcentage170 | 0.00000 | PublicSupportPertcentage170 |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
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) |
|---|---|---|
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7594637 | BeginningOfYearBalance |
| Contributions | 299427 | Contributions |
| Investment Earnings Or Losses | 609357 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 177129 | GrantsOrScholarships |
| Other Expenditures | 34105 | OtherExpenditures |
| End Of Year Balance | 8292187 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6873583 | BeginningOfYearBalance |
| Contributions | 173691 | Contributions |
| Investment Earnings Or Losses | 681944 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 133822 | GrantsOrScholarships |
| Administrative Expenses | 759 | AdministrativeExpenses |
| End Of Year Balance | 7594637 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6318105 | BeginningOfYearBalance |
| Contributions | 349864 | Contributions |
| Investment Earnings Or Losses | 345230 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 139616 | GrantsOrScholarships |
| End Of Year Balance | 6873583 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.39000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.46000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.15000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3307918 | OtherCostOrOtherBasis |
| Book Value | 3307918 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 55851196 | OtherCostOrOtherBasis |
| Depreciation | 13406223 | Depreciation |
| Book Value | 42444973 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9301474 | OtherCostOrOtherBasis |
| Depreciation | 6162299 | Depreciation |
| Book Value | 3139175 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 48892066 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Governmental student loan programs | $726,001 |
| Student deposits | $483,172 |
| Actuarial liability for charitable gift annuities | $308,575 |
| Asset retirement obligation FIN 47 | $39,279 |
| Interest rate swap agreement liability | $4,684,182 |
| Due to Northwest University Foundation | $446,642 |
| Note payable to Northwest University Foundation related organization | $1,054,631 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7742482 | TotalOfAmounts |
| Total Revenue | 36509142 | TotalRevenue |
| Total Expenses | 38652737 | TotalExpenses |
| Excess Or Deficit For Year | -2143595 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 97756 | NetUnrealizedGLOnInvestments |
| Other | $323,729 | OtherAmount |
| Total Adjustments | 421485 | TotalAdjustments |
| Excess Or Deficit Per FS | -1722110 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 27053005 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 97756 | NetUnrealizedGainsInvestments |
| Other Revenues | 1675365 | OtherRevenues |
| Revenue Not Rptd F990 | 1773121 | RevenueNotRptdF990 |
| Revenue Subtotal | 25279884 | RevenueSubtotal |
| Other Revenues Not Included | 11229258 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 11229258 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 36509142 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 28775115 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1351636 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1351636 | ExpensesNotRptdF990 |
| Expenses Subtotal | 27423479 | ExpensesSubtotal |
| Other Expenses Not Included | 11229258 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 11229258 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 38652737 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| V | 4 | Endowment funds are held for student scholarships and for other University purposes. |
| XI | 8 | Northwest University Foundation net income included on consolidated audit report, 323,729. |
| XII | 2d | Cost of goods sold on audit as expense but reflected against income on Form 990, 779,701. Northwest University Foundation revenue included on consolidated audit report, 895,664. |
| XII | 4b | Scholarships reported on audit as offset to revenue while they show as expenses on Form 990, 10,392,209. Payments from affiliate that were netted against expense on audit, 222,287. Revenue on Form 990 that were netted against expenses on audit, 614,762. |
| XIII | 2d | Cost of goods sold on audit as expense but reflected against income on Form 990, 779,701. Northwest University Foundation expenses included on consolidated audit report, 571,935. |
| XIII | 4b | Scholarships reported on audit as offset to revenue while they show as expenses on Form 990, 10,392,209. Revenue on Form 990 that were netted against expenses on audit, 614,762. Payments to affiliate that were netted against expense on audit, 222,287. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I | Identifier |
| Return Reference | 6a | ReturnReference |
| Explanation | Northwest University receives Title IV financial aid that is disbursed to eligible students attending university. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (16 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| Central America and the Caribbean | Program services | Student study tour | 20199 |
| Central America and the Caribbean | Program services | Explore new educ site | 97 |
| East Asia and the Pacific | Program services | Student study tour | 29017 |
| East Asia and the Pacific | Program services | Recruiting students | 12860 |
| East Asia and the Pacific | Program services | Speak at conference | 2425 |
| Europe | Program services | Student debate tourney | 9058 |
| Europe | Program services | Student study tour | 152302 |
| Europe | Program services | Explore new educ site | 6237 |
| Middle East and North Africa | Program services | Student study tour | 30373 |
| North America | Program services | Attend conference | 1882 |
| North America | Program services | Student athletic tourney | 2244 |
| North America | Program services | Student study tour | 13814 |
| Russia and the Newly Independent States | Program services | Student study tour | 21269 |
| Russia and the Newly Independent States | Program services | Student missions trip | 761 |
| South Asia | Program services | Student study tour | 25828 |
| Sub-Saharan Africa | Program services | Student study tour | 17081 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 345447 | SubtotalAmountSpent |
| Total Amount Spent | 345447 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Presidents Banquet | NameOfEvent1 |
| Gross Receipts Event1 | 41175 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 39665 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 1510 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 8866 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 5950 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 5529 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Golf Tournament | NameOfEvent2 |
| Gross Receipts Event2 | 23104 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 11090 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 12014 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 602 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 6843 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 250 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 15290 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 12433 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 2857 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 1682 | NonCashPrizesOtherEvents |
| Food And Beverage Other Events | 16219 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 5702 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 79569 | GrossReceiptsTotal |
| Charitable Contributions Total | 63188 | CharitableContributionsTotal |
| Gross Revenue Total Events | 16381 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 2284 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 6843 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 25085 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 5950 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 11481 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 51643 | DirectExpenseSummaryEvents |
| Net Income Summary | -35262 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Student scholarships | TypeOfGrant |
| Number Of Recipients | 1226 | NumberOfRecipients |
| Amount Of Cash Grant | 10394479 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | I | Identifier |
| Return Reference | 2 | ReturnReference |
| Explanation | Students apply for scholarships using federal FAFSA applications. Specific criteria are applied to confirm eligibility and to assure fairness to all applicants. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg |
|---|---|---|---|---|
| Castleberry Joseph | ||||
| 105459 | 2149 | 123626 | 231234 | |
| Neary Daniel T | ||||
| 54109 | 82097 | 58312 | 200518 | 6000 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| I | 1a | Ministers parsonage allowance was paid in cash to our President and other minister employees. These amounts were reported as additional compensation on Form 990, Part VII since these amounts are not reportable on Form W-2, Line 5 or 1. Additionally, occasional payments for spouse travel and meals were made for the Presidents spouse but only when there was a valid business purpose for her travel. House cleaning services were paid at the Presidents home when related to business events. |
| I | 7 | Tuition benefits at Northwest University were provided to the tax dependents of board members. These amounts were available to all board members but were only received by board members whose dependents were students at our University last year. These benefits were reported as board directors fees on Form 1099Misc at box 7. |
| I | 4a | Dan Neary, Executive Vice President received severance compensation after terminating employment in August 2011. This compensation was reported on Form 990 Part VII and also on Schedule J Part II. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Colorado Educational and Cultural Facilities Authority | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 840896727 | IssuerEIN |
| CUSIP Number | 19645RCD1 | CUSIPNumber |
| Date Issued | 2007-10-04 | DateIssued |
| Issue Price | 28265000 | IssuePrice |
| Description Of Purpose | To construct and equip academic bldg to refinance existing campus debt | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 1530000 | AmountRetired |
| Total Proceeds | 28265000 | TotalProceeds |
| Issuance Costs From Proceeds | 489050 | IssuanceCostsFromProceeds |
| Capital Expenditures | 4376501 | CapitalExpenditures |
| Other Spent Proceeds | 23888499 | OtherSpentProceeds |
| Year Of Subst Completion | 2008 | YearOfSubstCompletion |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | true | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wells Fargo Bank | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 0000000010.800000000000 | TermOfHedge |
| Superintegrated Hedge | false | SuperintegratedHedge |
| Hedge Terminated | false | HedgeTerminated |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | true | ExceptionToRebate |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Neary Daniel | NamePerson |
| Purpose Of Loan | Sale of auto | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $8,043 | OriginalPrincipalAmount |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990 Part VI | 11b | Form 990 and related schedules are prepared by the University. These are internally reviewed. Then a copy is sent to each Board member and they are asked to review the return and make comments about any part that they wish. After these responses are addressed and any corrections are made, the return is reviewed again and then filed. |
| Form 990 Part VI | 12c | Each Officer, Director, and Key Employee, ODKE, is asked to complete a form disclosing any conflict of interest with the University at each annual board meeting. This document is used to disclose any activity for which an ODKE may have a conflicting interest. This document is signed and submitted to the University President. His office is responsible for reviewing these documents and following up with any member that reports a conflict. He would also confirm that such ODKE refrains from discussion or voting on any issue related to the conflict. |
| Form 990 Part VI | 19 | Our governing documents, conflict of interest policy, and financial statements are available to the public upon request. These requests are made to the University Presidents office. When requests are received, we provide copies as requested. This might be in paper form or by e-mail sent as a pdf document. |
| Form 990 Part VII | 1a | King, Gary served as Treasurer thru Nov 2011. Powers, Boyd serves as Treasurer since Nov 2011. Neary, Daniel served as CFO thru Aug 2011. Schimelpfenig, Dan served as CFO from Aug 2011 thru Dec 2011. Jordan, John serves as CFO since Jan 2012. |
| Form 990 Part XI | 5 | Unrealized gains on investments, 97,756. |
| Form 990 Part VI Section B Line 11b Form 990 and related schedules are prepared by the University. These are internally reviewed. Then a copy is sent to each Board member and they are asked to review the return and make comments about any part that they wish. After these responses are addressed and any corrections are made, the return is reviewed again and then filed. Form 990 Part VI Section B Line 12c Each Officer, Director, and Key Employee, ODKE, is asked to complete a form disclosing any conflict of interest with the University at each annual board meeting. This document is used to disclose any activity for which an ODKE may have a conflicting interest. This document is signed and submitted to the University President. His office is responsible for reviewing these documents and following up with any member that reports a conflict. He would also confirm that such ODKE refrains from discussion or voting on any issue related to the conflict. Form 990 Part VI Section C Line 19 Our governing documents, conflict of interest policy, and financial statements are available to the public upon request. These requests are made to the University Presidents office. When requests are received, we provide copies as requested. This might be in paper form or by e-mail sent as a pdf document. Form 990 Part VII Section A Line 1a King, Gary served as Treasurer thru Nov 2011. Powers, Boyd serves as Treasurer since Nov 2011. Neary, Daniel served as CFO thru Aug 2011. Schimelpfenig, Dan served as CFO from Aug 2011 thru Dec 2011. Jordan, John serves as CFO since Jan 2012. Form 990 Part XI Line 5 Unrealized gains on investments, 97,756. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Northwest University Foundation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5520 108th Ave NE PO Box 579 | AddressLine1 |
| City | Kirkland | City |
| State | WA | State |
| ZIP Code | 980830579 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952008029 | EIN |
| Primary Activities | support for higher educ at Northwest University | PrimaryActivities |
| Legal Domicile State | WA | LegalDomicileState |
| Exempt Code Section | 501C3 | ExemptCodeSection |
| Public Charity Status | Type I | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | true | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Northwest University Foundation | |
| b | 354354 |
| Northwest University Foundation | |
| c | 222287 |
| Northwest University Foundation | |
| e | 1054631 |