WHITWORTH UNIVERSITY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- WHITWORTH UNIVERSITY (EIN 91-0473310)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-03-01
- IRS object ID
- 201100609349300305
- Schema version
- 2009v1.7
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-01T10:45:59-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly Virchow Krause LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S 6th St Ste 2300 | AddressLine1 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910473310 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Whitworth University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WHIT | NameControl |
| Phone | 5097773243 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W Hawthorne Road | AddressLine1 |
| City | Spokane | City |
| State | WA | State |
| ZIP Code | 99251 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN L BENZEL | Name |
| Title | VP, FINANCE AND ADMINISTRATION | Title |
| Phone | 5097773243 | Phone |
| Date Signed | 2011-02-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6128764500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BRIAN L BENZEL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W Hawthorne Road | AddressLine1 |
| City | Spokane | City |
| State | WA | State |
| ZIP Code | 99251 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 97389057 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.whitworth.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1890 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 35 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2190 | TotalNbrEmployees |
| Total Nbr Volunteers | 27 | TotalNbrVolunteers |
| Total Gross UBI | 390898 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -120651 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7777802 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9003232 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 69922971 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 74238248 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -614513 | InvestmentIncomePriorYear |
| Investment Income Current Year | 11713659 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -277007 | OtherRevenuePriorYear |
| Other Revenue Current Year | -32368 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 76809253 | TotalRevenuePriorYear |
| Total Revenue Current Year | 94922771 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 23646485 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 27730535 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 36422735 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 35046240 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 37451 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3295402 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 20124305 | OtherExpensePriorYear |
| Other Expenses Current Year | 23574202 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 80230976 | TotalExpensesPriorYear |
| Total Expenses Current Year | 86350977 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3421723 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 8571794 | RevenuesLessExpensesCY |
| Total Assets BOY | 165564764 | TotalAssetsBOY |
| Total Assets EOY | 204464085 | TotalAssetsEOY |
| Total Liabilities BOY | 49602557 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 83504504 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 115962207 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 120959581 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 53996658 | Expense |
| Grants | 27730535 | Grants |
| Revenue | 62581053 | Revenue |
| Description | Instruction: Whitworth University's Enrollment (2009-10) Undergraduate: 2,700; Graduate: 289.Under-Represented Ethnic Enrollment Undergraduate: 18.4 percent. Six-Year Graduation Rate (2009-10): 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 offers 60 undergraduate and graduate degree programs; the most prominent are Accounting, Education, Art and Music. Whitworth is over 60% done with the new Chemistry and Biology academic building project at a cost of $31.0 Million. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7396758 | Expense |
| Revenue | 1959330 | Revenue |
| Description | 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. Whitworth's newest residence hall, currently known as East Hall, was dedicated in September 2009. The building is the academic-year home to 170 Whitworth students. 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7185198 | Expense |
| Revenue | 9288494 | Revenue |
| Description | 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 2010, the auxiliary services generated gross revenues of over $11.0 Million that supported the academic and students services provided to 2,989 undergraduate and graduate students registered at the university. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1143796 | Expense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1143796 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 69722410 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | 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 | 1 | 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 177 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 2190 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | CS | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 35 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | 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 |
| 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 | Luz Merkel | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5097774225 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W HAWTHORNE ROAD | AddressLine1 |
| City | SPOKANE | City |
| State | WA | State |
| ZIP Code | 99251 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (44 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| REV DR PETER B BARNES | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES S BENNETT JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CHARLES L BOPPELL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| Meghan Brown | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SCOTT C CHANDLER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DEBRA K COZZETTO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| Linda Cunningham | ||||||||
| TrUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM P CURRY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| Clark Donnell | ||||||||
| TrUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| Scott Dudley | ||||||||
| TrUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CURTIS ESTES | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM C FIX | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| Kathleen Goodrich | ||||||||
| TrUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GARY J HOPKINS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| Michael Keenan | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| Brian Kirkpatrick | ||||||||
| TrUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| Andrea Lairson | ||||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| Lee Augustus | ||||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| Bob McConkey | ||||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| Alan McGinnis | ||||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES MUNYON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| REV DR RICHARD MURRAY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID G MeYERS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WALTER M OLIVER | ||||||||
| Chairman | 1.00 | X | 0 | 0 | 0 | |||
| Rev Gayle Parker | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| Mark Poe | ||||||||
| trUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN DAVID ROBBLEE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KENNETH M ROBERTS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| STEVE SCOTFORD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JUDI SHUPPER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| REV DR JAMES M SINGLETON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAN MORROW SKAGGS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANNE MCCULLOCH STORM | ||||||||
| Vice Chair | 1.00 | X | 0 | 0 | 0 | |||
| ARTHUR E SYMONS JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| REV DR MARK J TOONE | ||||||||
| Secretary, Trustee | 1.00 | X | 0 | 0 | 0 | |||
| WAYNE WILLIAMS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM P ROBINSON | ||||||||
| PRESIDENT | 40.00 | 277966 | 0 | 121481 | X | |||
| Brian Benzel | ||||||||
| VP of Finance and Administ | 40.00 | 149256 | 0 | 17055 | X | |||
| MICHAEL LE ROY | ||||||||
| VP for Academic Affairs | 40.00 | 142789 | 0 | 16959 | X | |||
| KATHY STORM | ||||||||
| VP FOR STUDENT LIFE | 40.00 | 125807 | 0 | 26434 | X | |||
| FRED PFURSICH | ||||||||
| VP, Admissions/Financial A | 40.00 | 123283 | 0 | 42290 | X | |||
| Dale E Soden | ||||||||
| VP for Planning | 40.00 | 120866 | 0 | 14316 | X | |||
| Scott McQuilkin | ||||||||
| VP for INSTITUTIONAL ADVAN | 40.00 | 111285 | 0 | 40863 | X | |||
| KRISTI BURNS | ||||||||
| FORMER VP FOR INSTITUTIONAL ADVAN | 40.00 | 138116 | 0 | 14273 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1189368 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 293671 | TotalOtherCompensation |
| Number Individuals GT100 K | 16 | NumberIndividualsGT100K |
| Formers Listed | 1 | 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 |
|---|---|---|---|---|---|
| Bouten Construction Co | |||||
| PO Box 3507 | Spokane | WA | 99220 | Construction | 5464334 |
| Vandervert Construction Inc | |||||
| 608 E Holland Ave | Spokane | WA | 99218 | Construction | 1320036 |
| Miller Hull Partnership LLP | |||||
| 71 Columbia 6th Flr | Seattle | WA | 98104 | Construction | 414438 |
| Royall & Company | |||||
| 1920 E Parham Rd | Richmond | VA | 23228 | Mailing List Services | 311231 |
| Edwards Lalone Travel | |||||
| 221 W Main | Spokane | WA | 99201 | Travel Agency | 288068 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 11 | NumberOfContractorsGT100K |
| Fundraising Events | 10350 | FundraisingEvents |
| Related Organizations | 1475417 | RelatedOrganizations |
| Government Grants | 3377410 | GovernmentGrants |
| All Other Contributions | 4140055 | AllOtherContributions |
| Noncash Contributions | 900513 | NoncashContributions |
| Total Contributions | 9003232 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION AND FEES | 611710 | 62581053 | 62581053 | |
| Auxiliary enterprises | 611710 | 9697865 | 9288494 | 409371 |
| Sales and Services of | 611710 | 1959330 | 1959330 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 74238248 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11508563 | TotalRevenueColumn |
| Unrelated Business Revenue | -18473 | UnrelatedBusinessRevenue |
| Exclusion | $11,527,036 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 80402 | TotalRevenueColumn |
| Exclusion | $80,402 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 465178 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 573282 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -108104 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -108104 | TotalRevenueColumn |
| Exclusion | -$108,104 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 891069 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 766375 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 124694 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 124694 | TotalRevenueColumn |
| Exclusion | $124,694 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 36483 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 10350 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 17695 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18788 | TotalRevenueColumn |
| Exclusion | $18,788 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 1165882 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1108934 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 56948 | TotalRevenueColumn |
| Exclusion | $56,948 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 94922771 | TotalRevenueColumn |
| Related Or Exempt Function Income | 73828877 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 390898 | UnrelatedBusinessRevenue |
| Exclusion | $11,699,764 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27730535 | Total |
| Program Services | 27730535 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 439353 | Total |
| Program Services | 65903 | ProgramServices |
| Management And General | 221682 | ManagementAndGeneral |
| Fundraising | 151768 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26981285 | Total |
| Program Services | 20210073 | ProgramServices |
| Management And General | 5701690 | ManagementAndGeneral |
| Fundraising | 1069522 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1826345 | Total |
| Program Services | 1205388 | ProgramServices |
| Management And General | 529640 | ManagementAndGeneral |
| Fundraising | 91317 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3908655 | Total |
| Program Services | 2579712 | ProgramServices |
| Management And General | 1133510 | ManagementAndGeneral |
| Fundraising | 195433 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1890602 | Total |
| Program Services | 1247797 | ProgramServices |
| Management And General | 548275 | ManagementAndGeneral |
| Fundraising | 94530 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167601 | Total |
| Program Services | 67040 | ProgramServices |
| Management And General | 92181 | ManagementAndGeneral |
| Fundraising | 8380 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93324 | Total |
| Management And General | 93324 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 441078 | Total |
| Management And General | 404390 | ManagementAndGeneral |
| Fundraising | 36688 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 860106 | Total |
| Program Services | 498862 | ProgramServices |
| Management And General | 318239 | ManagementAndGeneral |
| Fundraising | 43005 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 500657 | Total |
| Program Services | 375493 | ProgramServices |
| Fundraising | 125164 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1835083 | Total |
| Program Services | 1024382 | ProgramServices |
| Management And General | 684592 | ManagementAndGeneral |
| Fundraising | 126109 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1067189 | Total |
| Program Services | 586954 | ProgramServices |
| Management And General | 298813 | ManagementAndGeneral |
| Fundraising | 181422 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1846 | Total |
| Program Services | 1846 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2433827 | Total |
| Program Services | 1703679 | ProgramServices |
| Management And General | 608457 | ManagementAndGeneral |
| Fundraising | 121691 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1416187 | Total |
| Program Services | 566475 | ProgramServices |
| Management And General | 424856 | ManagementAndGeneral |
| Fundraising | 424856 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1361120 | Total |
| Program Services | 748616 | ProgramServices |
| Management And General | 340280 | ManagementAndGeneral |
| Fundraising | 272224 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1834105 | Total |
| Program Services | 1834105 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6680320 | Total |
| Program Services | 5010240 | ProgramServices |
| Management And General | 1536474 | ManagementAndGeneral |
| Fundraising | 133606 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Board Expenses | 2808004 | 2808004 | ||
| Federal grants admin ex | 794058 | 794058 | ||
| Equipment and Repairs | 572523 | 286262 | 200383 | 85878 |
| Miscellaneous | 391713 | 235028 | 117514 | 39171 |
| Subscriptions and Publi | 315461 | 141958 | 78865 | 94638 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86350977 | Total |
| Program Services | 69722410 | ProgramServices |
| Management And General | 13333165 | ManagementAndGeneral |
| Fundraising | 3295402 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9156738 | BOY |
| EOY | 12068557 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4909507 | BOY |
| EOY | 4854971 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1597725 | BOY |
| EOY | 1472084 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125000 | BOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4505468 | BOY |
| EOY | 4483310 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500997 | BOY |
| EOY | 581131 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 422323 | BOY |
| EOY | 661238 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 131197747 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 47392741 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72055150 | BOY |
| EOY | 83805006 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25550040 | BOY |
| EOY | 25117355 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31093694 | BOY |
| EOY | 34381818 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15648122 | BOY |
| EOY | 37038615 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165564764 | BOY |
| EOY | 204464085 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12625723 | BOY |
| EOY | 12268698 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3648516 | BOY |
| EOY | 3595505 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1171134 | BOY |
| EOY | 1553591 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30119786 | BOY |
| EOY | 63937914 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2037398 | BOY |
| EOY | 2148796 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49602557 | BOY |
| EOY | 83504504 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59845492 | BOY |
| EOY | 44949770 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4402066 | BOY |
| EOY | 20942503 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51714649 | BOY |
| EOY | 55067308 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115962207 | BOY |
| EOY | 120959581 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165564764 | BOY |
| EOY | 204464085 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $2,977 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $10,000 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 12977 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II-B, Line 1i: | Identifier |
| Return Reference | Explanation of Other Lobbying Activities: | ReturnReference |
| Explanation | THE UNIVERSITY HIRED A PROFESSIONAL LOBBYING FIRM TO FURTHER A FEDERAL APPROPRIATION INITIATIVE FOR FUNDS FOR A FUTURE WHITWORTH SCIENCE BUILDING PROJECT. THE UNIVERSITY MADE $10,000 IN PAYMENTS TO THE CONTRACTOR AND THEN CANCELED THE CONTRACT. THE UNIVERSITY ALSO BELONGS TO THE INDEPENDENT COLLEGES AND UNIVERSITIES OF WASHINGTON STATE 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 2010 WAS $2,977 | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 73923116 | BeginningOfYearBalance |
| Contributions | 3080981 | Contributions |
| Investment Earnings Or Losses | 5362563 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2313410 | GrantsOrScholarships |
| End Of Year Balance | 80053250 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 93721329 | BeginningOfYearBalance |
| Contributions | 2167243 | Contributions |
| Investment Earnings Or Losses | -19531262 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2434194 | GrantsOrScholarships |
| End Of Year Balance | 73923116 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.10000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.68000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.22000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5561315 | OtherCostOrOtherBasis |
| Book Value | 5561315 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 85777265 | OtherCostOrOtherBasis |
| Depreciation | 32971232 | Depreciation |
| Book Value | 52806033 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12074563 | OtherCostOrOtherBasis |
| Depreciation | 7231700 | Depreciation |
| Book Value | 4842863 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 27784604 | OtherCostOrOtherBasis |
| Depreciation | 7189809 | Depreciation |
| Book Value | 20594795 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 83805006 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (11 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Tips | 2033223 | F |
| Equity Index Fund | 8674411 | F |
| Global Fixed income | 4636047 | F |
| Commodities | 1871965 | F |
| Real Estate Investment | 3768876 | F |
| Notes Rec. Coll/real estate | 229021 | F |
| Single premium life ins. policy | 129558 | F |
| Limited partnerships | 2631979 | F |
| Private equity funds | 1485167 | F |
| Hedge funds | 7680293 | F |
| Other Investments | 1241278 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 34381818 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Beneficial Interest in assets held by others | 15125639 |
| dEFERRED dEBT ACQUISITION COSTS | 538692 |
| Deposits held by trustee | 21374284 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 37038615 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Student deposits | $1,345,520 |
| Asset retirement obligation | $803,276 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2148796 | TotalOfAmounts |
| Total Revenue | 94922771 | TotalRevenue |
| Total Expenses | 86350977 | TotalExpenses |
| Excess Or Deficit For Year | 8571794 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -4412072 | NetUnrealizedGLOnInvestments |
| Other | $837,652 | OtherAmount |
| Total Adjustments | -3574420 | TotalAdjustments |
| Excess Or Deficit Per FS | 4997374 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 65499811 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -4412072 | NetUnrealizedGainsInvestments |
| Other Revenues | 2719647 | OtherRevenues |
| Revenue Not Rptd F990 | -1692425 | RevenueNotRptdF990 |
| Revenue Subtotal | 67192236 | RevenueSubtotal |
| Other Revenues Not Included | 27730535 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 27730535 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 94922771 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 60328517 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1708075 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1708075 | ExpensesNotRptdF990 |
| Expenses Subtotal | 58620442 | ExpensesSubtotal |
| Other Expenses Not Included | 27730535 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 27730535 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 86350977 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | 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. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | In accordance with the accounting standard on Accounting for Uncertainty in Income Taxes, the University addresses the determination of whether tax benefits claimed on a tax return should be recorded in the financial statements. Under this guidance, the University may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merit of the position. Examples of tax positions include the tax-exempt status of the University and various positions related to the potential sources of unrelated business taxable income. There were no significant unrecognized tax benefits identified or recorded as liabilities during fiscal year 2010. Open tax years subject to examination by the U.S. taxing authorities are for the years 2007 to 2009, which statutes expire in 2010 to 2012, respectively. |
| Part XI, Line 8: Loss on Refinancing of Debt: ($1,615,908) Actuarial Adjustment on Retiree Health Plan: $978,141 Net Income from the Foundation: $1,011,572 Change in net assets of the Foundation per Financial Statement: $463,847 Part XII line 2d Foundation Revenue: $1,019,736 Cost of Goods Sold at Bookstore: $1,108,934 Rental Expenses: $573,282 Fundraising Event Expenses: $17,695 Part XII line 4b Tuition discounting: $25,103,513 Pell Grant Revenue: $2,627,022 Part XIII line 2d Foundation: $8,164 Cost of Goods Sold at Bookstore: $1,108,934 Rental Expenses: $573,282 Fundraising Event Expenses: $17,695 Part XIII line 4b Tuition discounting: $25,103,513 Pell grant revenue: $2,627,022 |
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 |
| Pub Via Broadcast Media Expln | 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. | PubViaBroadcastMediaExpln |
| 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 |
| Govt Financial Aid Explanation | WHITWORTH UNIVERSITY PARTICIPATES IN THE FEDERAL FINANCIAL AID PROGRAM AND AS SUCH, MANAGES FEDERAL AND STATE AID THAT IS ALLOCATED TO THE STUDENTS. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Number Of Offices | 1 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Program Services - Loan to Whitworth Costa Rica Limitada | TypeOfActivitiesConducted |
| Total Expenditures | 2452832 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 2452832 | TotalAmountSpent |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Pirate Night | NameOfEvent1 |
| Gross Receipts Event1 | 46833 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 10350 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 36483 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 5717 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 250 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 11728 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 46833 | GrossReceiptsTotal |
| Charitable Contributions Total | 10350 | CharitableContributionsTotal |
| Gross Revenue Total Events | 36483 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 5717 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 250 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 11728 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 17695 | DirectExpenseSummaryEvents |
| Net Income Summary | 18788 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Financial aid for tuition, room and board expenses | TypeOfGrant |
| Number Of Recipients | 2747 | NumberOfRecipients |
| Amount Of Cash Grant | 27730535 | AmountOfCashGrant |
| Method Of Valuation | book | MethodOfValuation |
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: 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 the academic credits completion and satisfactory academic process before additional financial aid is awarded. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Payments For Use Of Residence | X | PaymentsForUseOfResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM P ROBINSON | |||||||||||||
| 268508 | 0 | 0 | 0 | 9458 | 0 | 84715 | 0 | 36766 | 0 | 399447 | 0 | 0 | 0 |
| Brian Benzel | |||||||||||||
| 149256 | 0 | 0 | 0 | 0 | 0 | 12076 | 0 | 4979 | 0 | 166311 | 0 | 0 | 0 |
| MICHAEL LE ROY | |||||||||||||
| 142789 | 0 | 0 | 0 | 0 | 0 | 11984 | 0 | 4975 | 0 | 159748 | 0 | 0 | 0 |
| KATHY STORM | |||||||||||||
| 125807 | 0 | 0 | 0 | 0 | 0 | 9196 | 0 | 17238 | 0 | 152241 | 0 | 0 | 0 |
| FRED PFURSICH | |||||||||||||
| 123283 | 0 | 0 | 0 | 0 | 0 | 9731 | 0 | 32559 | 0 | 165573 | 0 | 0 | 0 |
| Scott McQuilkin | |||||||||||||
| 111285 | 0 | 0 | 0 | 0 | 0 | 8407 | 0 | 32456 | 0 | 152148 | 0 | 0 | 0 |
| KRISTI BURNS | |||||||||||||
| 138116 | 0 | 0 | 0 | 0 | 0 | 10929 | 0 | 3344 | 0 | 152389 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Washington Higher Education Facilities Authority | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 911306482 | IssuerEIN |
| CUSIP Number | 939781YF1 | CUSIPNumber |
| Date Issued | 2009-11-01 | DateIssued |
| Issue Price | 63720000 | IssuePrice |
| Description Of Purpose | Construction | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 63720000 | TotalProceeds |
| Amount In Reserve Fund | 4299656 | AmountInReserveFund |
| Amount Defeased | 24600388 | AmountDefeased |
| Issuance Costs From Proceeds | 553250 | IssuanceCostsFromProceeds |
| Capital Expenditures | 35190000 | CapitalExpenditures |
| Year Of Subst Completion | 2011 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 1 | BondCounselRoutinelyEngaged |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Ray Lawton | |||
| Trustee | 63568 | Printing materials purchased | 0 |
| Vandervert Construction | |||
| Family member of Debra Cozzetto is one of the owners of the company | 1320036 | Construction | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 42125 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APRAISAL | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 7189 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APRAISAL | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 794665 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | market | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | other | Description |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 56535 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | market | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | 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)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 1 | The Executive Committee of the Board of Trustees (Board) consists of the President, Chairperson, Vice Chairperson(s), Secretary, Treasurer, the Chairperson and Vice Chairperson of each standing committee and two members at large designated by the Board. The Executive Committee acts during intervals between meetings of the Board and is subject to the control and direction of the Board at all times. During such intervals, and subject to such control and direction, the Executive Committee has and may exercise all of the authority and powers of the Board in the management and affairs of the University, subject to such limitations as the Board may impose. The Executive Committee shall meet when called by the Chairperson. Seven members of the Executive Committee shall constitute a quorum at meetings of the Executive Committee. The Executive Committee keeps regular minutes of its proceedings and reports the same to the Board. |
| Form 990, Part VI, Section A, line 6 | The members of the corporation shall be the president and those individuals who are members of the board of trustees of the corporation. |
| 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 will be set 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: We tie the completion of the conflict of interest disclosure form to being able to authorize or request any transaction for the university at the beginning of the fiscal year. 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 these individuals against peer institutions. |
| Form 990, Part VI, Section C, line 19 | Governing documents and conflict of interest statements are available upon request. Fianancial statements are available at the university's website |
| FORM 990, PART XI, Line 2c | The oversight and selection process has not changed from prior year. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The whitworth foundation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W HAWTHORNE RD | AddressLine1 |
| City | SPOKANE | City |
| State | WA | State |
| ZIP Code | 99251 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237232067 | EIN |
| Primary Activities | fundraising support for Whitworth University | PrimaryActivities |
| Legal Domicile State | WA | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 11b | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Whitworth University | BusinessNameLine1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Whitworth Costa Rica Limitada | BusinessNameLine1 |
Address Foreign AddressForeign
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Calle 7 Avenidas 7 y 9 Edificio | AddressLine1 |
| City | San Jose | City |
| Country | CS | Country |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | Educational Institution | PrimaryActivity |
| Legal Domicile Foreign Country | CS | LegalDomicileForeignCountry |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Whitworth University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | 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 | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| The Whitworth Foundation | |
| R | 1475417 |
| Whitworth Costa Rica Limitada | |
| D | 2452832 |
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