WESTMINSTER UNIVERSITY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- WESTMINSTER UNIVERSITY (EIN 87-0212470)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-09
- IRS object ID
- 201101299349301010
- 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 | 2011-05-09T10:43:06-07:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 870212470 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Westminster College | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEST | NameControl |
| Phone | 8018322139 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1840 South 1300 East | AddressLine1 |
| City | Salt Lake City | City |
| State | UT | State |
| ZIP Code | 84105 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Sydney Tervort | Name |
| Title | Managing Director | Title |
| Date Signed | 2011-05-09 | DateSigned |
| 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 | Michael Bassis | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1840 S 1300 E | AddressLine1 |
| City | Salt Lake City | City |
| State | UT | State |
| ZIP Code | 84015 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 104005260 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| Web Site | www.westminstercollege.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1886 | YearFormation |
| State Legal Domicile | UT | StateLegalDomicile |
| Activity Or Mission Description | Westminster College is a private comprehensive liberal arts college in Salt Lake City, UT offering undergraduate and graduate degrees in liberal arts and professional programs. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 32 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1493 | TotalNbrEmployees |
| Total Nbr Volunteers | 31 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 5510996 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11875697 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 65247274 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 72411418 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -14023121 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6322725 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 511495 | OtherRevenuePriorYear |
| Other Revenue Current Year | 394585 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 57246644 | TotalRevenuePriorYear |
| Total Revenue Current Year | 91004425 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 18824698 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 21479148 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 33151947 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 35291035 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1934731 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 20944557 | OtherExpensePriorYear |
| Other Expenses Current Year | 21109506 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 72921202 | TotalExpensesPriorYear |
| Total Expenses Current Year | 77879689 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -15674558 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 13124736 | RevenuesLessExpensesCY |
| Total Assets BOY | 177355467 | TotalAssetsBOY |
| Total Assets EOY | 185565525 | TotalAssetsEOY |
| Total Liabilities BOY | 65841560 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 60926882 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 111513907 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 124638643 | NetAssetsOrFundBalancesEOY |
| Mission Description | We are a community of learners with a long and honored tradition of caring deeply about students and their education. Students are challenged to experiment with ideas, raise questions, critically examine alternatives, and make informed decisions. We encourage students to accept responsibility for their own learning, to discover and pursue their passions, and to act with responsibility. Our purposes are to prepare students to lead lives of learning, accomplishment, and service, and to help them develop skills and attributes critical for success in a rapidly changing world. We do this by offering distinctive academic programs that emphasize theory and practice and encourage active, experiential, collaborative, and cross-disciplinary learning. We work to pursue excellence while promoting inclusiveness and respect for differences. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 63773404 | Expense |
| Grants | 21479148 | Grants |
| Revenue | 72411418 | Revenue |
| Description | Instruction: 2,098 FTE students in undergraduate programs 699 FTE students in graduate programs 887 students graduated in the 2009-2010 academic year | Description |
| Total Program Service Expense | 63773404 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | 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 | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 149 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1493 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Nbr Voting Governing Body Members | 32 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | 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 |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| 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 |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Sydney Tervort | NamePerson |
| Telephone Number | 8018322133 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1840 South 1300 East | AddressLine1 |
| City | Salt Lake City | City |
| State | UT | State |
| ZIP Code | 84105 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (42 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| William Orchow | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| W Curtis Ryan | ||||||||
| Treasurer | 40.00 | 156214 | 0 | 26728 | X | |||
| W Carter Stinton | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| Thomas Fey | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| Thomas A Ellison Esq | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| Susan Glasmann | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| Stephen Morgan | ||||||||
| VP, Development | 0. | 241191 | 0 | 31024 | X | |||
| Robert J Frankenberg | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| Robert A Garda | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| R Anthony Sweet | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| Peter D Meldrum | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| Pat Richards | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| O Wood Moyle IV | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| Noreen Rouillard | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| Michael Bills | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| Michael Bassis | ||||||||
| President | 40.00 | X | 488743 | 0 | 37864 | X | ||
| Mary Jane Chase | ||||||||
| Dean, Arts & Scien | 0. | 129676 | 0 | 22493 | X | |||
| Martha Felt Barton | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| Kim T Adamson | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| Judith Billings | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| John Groesbeck | ||||||||
| Dean, Business | 0. | 165439 | 0 | 25845 | X | |||
| Joel Bauman | ||||||||
| VP, Enrollment | 40.00 | 148445 | 0 | 25728 | X | |||
| Joe Reyna | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| Jeanne Ambruster | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| James Stimpson | ||||||||
| Asst. Professor | 40.00 | 144298 | 0 | 25356 | X | |||
| James Seidelman | ||||||||
| Provost | 0. | 219761 | 0 | 26653 | X | |||
| James R Clark | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| Hank Hemingway | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| Gretchen Anderson | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| George White | ||||||||
| Professor | 40.00 | 128723 | 0 | 23858 | X | |||
| ER Zeke Dumke III | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| David E Simmons | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| Dale Miller | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| Curt P Crowther | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| Colleen Kearns McCann | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| Clark P Giles | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| Bing L Fang | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| Aric Krause | ||||||||
| Dean, New Learning | 40.00 | 149307 | 0 | 18685 | X | |||
| Annalisa Steggell-Holcombe | ||||||||
| Secretary | 40.00 | 74335 | 0 | 17024 | X | |||
| Andrew J Schilly | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| Andrew Harding | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| Alvin Richer | ||||||||
| Trustee | 1.60 | X | 0 | 0 | 0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2046132 | TotalReportableCompFromOrg |
| Total Other Compensation | 281258 | TotalOtherCompensation |
| Number Individuals GT100 K | 27 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Mechanical Systems Service | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 556 West 8360 South | AddressLine1 |
| City | Sandy | City |
| State | UT | State |
| ZIP Code | 84070 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Maintenance/repair | DescriptionOfServices |
| Compensation | 174725 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 60244 | FundraisingEvents |
| Government Grants | 2383683 | GovernmentGrants |
| All Other Contributions | 9431770 | AllOtherContributions |
| Noncash Contributions | 1408765 | NoncashContributions |
| Total Contributions | 11875697 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| Tuition and Fees | 68139669 | 68139669 |
| Auxiliary enterprises | 4271749 | 4271749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 72411418 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 945749 | TotalRevenueColumn |
| Exclusion | $945,749 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 166275 | TotalRevenueColumn |
| Exclusion | $166,275 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1323 | TotalRevenueColumn |
| Exclusion | $1,323 | ExclusionAmount |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18107381 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12896680 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5210701 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5210701 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5210701 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 105290 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 60244 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 104155 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1135 | TotalRevenueColumn |
| Exclusion | $1,135 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Interest-Accts Receivable | 525990 | 149436 | 149436 |
| Commissions | 611710 | 161708 | 161708 |
| Annuity Liability Adjust | 525990 | 85726 | 85726 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4743 | TotalRevenueColumn |
| Related Or Exempt Function Income | -4743 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 392127 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 91004425 | TotalRevenueColumn |
| Related Or Exempt Function Income | 78014246 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,114,482 | 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 | 21460360 | Total |
| Program Services | 21460360 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18788 | Total |
| Program Services | 18788 | ProgramServices |
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 | 1348734 | Total |
| Program Services | 395010 | ProgramServices |
| Management And General | 727590 | ManagementAndGeneral |
| Fundraising | 226134 | 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 | 25486991 | Total |
| Program Services | 20959559 | ProgramServices |
| Management And General | 3524704 | ManagementAndGeneral |
| Fundraising | 1002728 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2031594 | Total |
| Program Services | 1555291 | ProgramServices |
| Management And General | 360577 | ManagementAndGeneral |
| Fundraising | 115726 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4534344 | Total |
| Program Services | 3269956 | ProgramServices |
| Management And General | 962660 | ManagementAndGeneral |
| Fundraising | 301728 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1889372 | Total |
| Program Services | 1518452 | ProgramServices |
| Management And General | 288320 | ManagementAndGeneral |
| Fundraising | 82600 | 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 | 57527 | Total |
| Management And General | 57527 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91090 | Total |
| Management And General | 91090 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84788 | Total |
| Management And General | 84788 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1250993 | Total |
| Program Services | 632300 | ProgramServices |
| Management And General | 606253 | ManagementAndGeneral |
| Fundraising | 12440 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 390797 | Total |
| Program Services | 364934 | ProgramServices |
| Management And General | 25863 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2472467 | Total |
| Program Services | 2132310 | ProgramServices |
| Management And General | 243066 | ManagementAndGeneral |
| Fundraising | 97091 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 967568 | Total |
| Program Services | 735282 | ProgramServices |
| Management And General | 231731 | ManagementAndGeneral |
| Fundraising | 555 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4543 | Total |
| Program Services | 4543 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1426710 | Total |
| Program Services | 118760 | ProgramServices |
| Management And General | 1307950 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2425884 | Total |
| Program Services | 2342605 | ProgramServices |
| Management And General | 43770 | ManagementAndGeneral |
| Fundraising | 39509 | 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 | 91795 | Total |
| Program Services | 79523 | ProgramServices |
| Management And General | 8254 | ManagementAndGeneral |
| Fundraising | 4018 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2692284 | Total |
| Program Services | 2016759 | ProgramServices |
| Management And General | 675525 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3116363 | Total |
| Program Services | 2334431 | ProgramServices |
| Management And General | 781932 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 668367 | Total |
| Program Services | 227357 | ProgramServices |
| Management And General | 441010 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Misc Other | 1529174 | 1281651 | 232413 | 15110 |
| Food | 2096773 | 1938362 | 139670 | 18741 |
| Campus Repair & Maint. | 745357 | 198698 | 546659 | |
| Banking Charges | 353632 | 2361 | 351271 | |
| Bad Debt Expense | 349366 | 349366 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 294028 | Total |
| Program Services | 186112 | ProgramServices |
| Management And General | 89565 | ManagementAndGeneral |
| Fundraising | 18351 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77879689 | Total |
| Program Services | 63773404 | ProgramServices |
| Management And General | 12171554 | ManagementAndGeneral |
| Fundraising | 1934731 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22226957 | BOY |
| EOY | 18923946 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7665757 | BOY |
| EOY | 10672163 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1492792 | BOY |
| EOY | 2718877 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3936066 | BOY |
| EOY | 4064113 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 560022 | BOY |
| EOY | 531001 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 124798764 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 33733671 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81226255 | BOY |
| EOY | 91065093 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60247618 | BOY |
| EOY | 57590332 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 177355467 | BOY |
| EOY | 185565525 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7139143 | BOY |
| EOY | 7514303 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2064161 | BOY |
| EOY | 2459346 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38065000 | BOY |
| EOY | 32360000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16250068 | BOY |
| EOY | 16299272 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2323188 | BOY |
| EOY | 2293961 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65841560 | BOY |
| EOY | 60926882 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45481254 | BOY |
| EOY | 59065681 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24074310 | BOY |
| EOY | 21270240 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41958343 | BOY |
| EOY | 44302722 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111513907 | BOY |
| EOY | 124638643 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 177355467 | BOY |
| EOY | 185565525 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 |
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) |
|---|---|---|
| Form4720 Filed4955 Tax | false | Form4720Filed4955Tax |
| Correction Made | false | CorrectionMade |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $84,788 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 84788 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 538610 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 46849346 | BeginningOfYearBalance |
| Contributions | 1402238 | Contributions |
| Investment Earnings Or Losses | 5149824 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -925759 | GrantsOrScholarships |
| Other Expenditures | -984357 | OtherExpenditures |
| End Of Year Balance | 51491292 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 63615040 | BeginningOfYearBalance |
| Contributions | 398119 | Contributions |
| Investment Earnings Or Losses | -15148357 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -904390 | GrantsOrScholarships |
| Other Expenditures | -1111066 | OtherExpenditures |
| End Of Year Balance | 46849346 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.02000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.14000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.84000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1977785 | OtherCostOrOtherBasis |
| Book Value | 1977785 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 99629983 | OtherCostOrOtherBasis |
| Depreciation | 17165950 | Depreciation |
| Book Value | 82464033 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2492329 | OtherCostOrOtherBasis |
| Depreciation | 1073752 | Depreciation |
| Book Value | 1418577 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12301573 | OtherCostOrOtherBasis |
| Depreciation | 9654180 | Depreciation |
| Book Value | 2647393 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8397094 | OtherCostOrOtherBasis |
| Depreciation | 5839789 | Depreciation |
| Book Value | 2557305 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 91065093 | TotalOfBookValueLandBuildings |
| Total Of Book Value Securities | 57590332 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| U.S. government grants refundable - gov | $2,038,300 |
| Funds held on deposit for others | $255,661 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2293961 | TotalOfAmounts |
| Total Revenue | 91004425 | TotalRevenue |
| Total Expenses | 77879689 | TotalExpenses |
| Excess Or Deficit For Year | 13124736 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 13124736 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 91004425 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 91004425 | RevenueSubtotal |
| Total Revenue Per Form990 | 91004425 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 77879689 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 77879689 | ExpensesSubtotal |
| Total Expenses Per Form990 | 77879689 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X | Part X : FIN48 Footnote | Income tax status: The College is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code; accordingly, no provision for income taxes is made in the financial statements. At July 1, 2007, the College applied Financial Accounting Standards Board (FASB) Interpretation Number 48, Accounting for Uncertainty in Income Taxes, (FIN 48) an Interpretation of SFAS No. 109, Accounting for Income Taxes to all tax positions for which the statute of limitations remained open and determined there were no material unrecognized tax benefits as of that date. In addition, there have been no material changes in unrecognized benefits since July 1, 2007, nor was there a material effect during the current year nor is it expected that there will be a material change in the next12 months. |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | Theintended use of endowment funds is to provide scholarships to students and support the activities of the College through distribution of earnings to the operating fund in a manner consistent with donor restrictions. |
| Part III, Line 4 | Part III, Line 4: Description of organization's collections and how it furthers its purpose. | The college received donations of collection and works of art. These collections further the college's exempt purpose by enhancing the educational experience for the students by using them for discussions and research in the classroom as wells as for public exhibition. |
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 |
| Pub Via Broadcast Media Expln | Westminster College of Salt Lake City administers all educational programs, related support services, and benefits in a manner which does not discriminate against students or prospective students with regard to race, color, religion, gender, sexual orientation, age, national or ethnic origin, disability, or a person's status as a veteran.The admissions application, scholarship application, academic catalog, class schedules and all other materials sent to prospective students and members of the general community served by the College include the College's statement as noted above. Westminster College complies with federal and state non-discrimination laws and will not discriminate in admission and financial aid against any person because of race, color, religion, gender, sexual orientation, age, national or ethnic origin, disability, or a person's status as a veteran. | PubViaBroadcastMediaExpln |
| 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 |
| Govt Financial Aid Explanation | Westminster College participates in various financial assistance programs as authorized by Title IV of the Higher Education Act of 1965 and administered by the U.S. Department of Education. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (21 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Sub-Saharan Africa | 0 | 0 | Program Services | Student Services | 16 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Graduate Trip | 137481 |
| South Asia | 0 | 0 | Program Services | Student Services | 1867 |
| South Asia | 0 | 0 | Program Services | Graduate Trip | 54978 |
| South Asia | 0 | 0 | Program Services | Academic Support | 431 |
| South America | 0 | 0 | Program Services | Undergrad Trip | 54179 |
| South America | 0 | 0 | Program Services | Instruction | 404 |
| South America | 0 | 0 | Program Services | Graduate Trip | 115120 |
| South America | 0 | 0 | Program Services | Academic Support | 1475 |
| South America | 0 | 0 | Grantmaking | Study Abroad | 12288 |
| North America | 0 | 0 | Program Services | Graduate Trip | 70935 |
| Europe | 0 | 0 | Program Services | Undergrad Trip | 179051 |
| Europe | 0 | 0 | Program Services | Student Services | 228 |
| Europe | 0 | 0 | Program Services | Instruction | 10 |
| Europe | 0 | 0 | Program Services | Graduate Trip | 105066 |
| Europe | 0 | 0 | Grantmaking | Study Abroad | 6500 |
| East Asia & the Pacific | 0 | 0 | Program Services | Undergrad Trip | 69450 |
| East Asia & the Pacific | 0 | 0 | Program Services | Student Services | 11668 |
| East Asia & the Pacific | 0 | 0 | Program Services | Instruction | 43420 |
| East Asia & the Pacific | 0 | 0 | Program Services | Graduate Trip | 311058 |
| East Asia & the Pacific | 0 | 0 | Program Services | Academic Support | 17594 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 1193219 | TotalAmountSpent |
| No Recipient Over5 K | X | NoRecipientOver5K |
Grants To Ind Outside US GrantsToIndOutsideUS (2 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|
| Institutional Scholarships | South America | 1 | 12288 | Student Account | N/A | Book |
| Institutional Scholarships | Europe | 1 | 6500 | Student Account | N/A | Book |
Form990 Schedule F Part IV Form990ScheduleFPartIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Grantmaker's Description of How Grants are Used in Foreign Country | The costs of providing the college's various programs and other supporting services, including foreign transactions, have been summarized on a functional basis in the statements of activities. Accordingly, certain costs have been allocated among the programs and supporting services. We are not required to show foreign transactions separately for financial statement reporting purposes. The method used to account for the total expenditures by region included an evaluation of all expenses that included a cross border transaction fee and an accumulation of total expenditures related to undergraduate and graduate academic/international trips. |
| Additional Supplemental Information | Part III, column (a)The College pays grants or assistance to students on the first day of classes for each respective semester. To determine the residential status at the time the grant is paid, the College compares the first day of classes for both institutions. The student is considered to be a "foreign individual" within one week of the start of classes at the foreign institution. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Scholarship Gala 2009 | NameOfEvent1 |
| Gross Receipts Event1 | 154934 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 51984 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 102950 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 41156 | NonCashPrizesEvent1 |
| Food And Beverage Event1 | 16858 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 44936 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Scholarship Gala 2010 | NameOfEvent2 |
| Gross Receipts Event2 | 10600 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 8260 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 2340 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 1205 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 165534 | GrossReceiptsTotal |
| Charitable Contributions Total | 60244 | CharitableContributionsTotal |
| Gross Revenue Total Events | 105290 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 41156 | NonCashPrizesTotalEvents |
| Food And Beverage Total Events | 16858 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 46141 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 104155 | DirectExpenseSummaryEvents |
| Net Income Summary | 1135 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (10 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation |
|---|---|---|---|
| UHEAA | 4 | 2400 | Book Value |
| UCOPE | 37 | 32676 | Book Value |
| TEACH | 5 | 12000 | Book Value |
| Smart Grant | 11 | 30000 | Book Value |
| SEOG | 230 | 266435 | Book Value |
| LEAP (SSIG) | 26 | 31700 | Book Value |
| Institutional Scholarships | 2133 | 19462268 | Book Value |
| Endowed Scholarships | 397 | 1009993 | Book Value |
| Annual Scholarships | 189 | 519613 | Book Value |
| AC Grant | 121 | 93275 | Book Value |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | The college reports are regularly reviewed to be certain funds are used for proper purposes. Federal grant reporting and reconciliation occurs monthly and during the yearly A-133 audit. Awarding practices are reviewedforcompliance with federal regulations. Students are reviewed yearly for continued and new fund eligibility to be sure academic standards and other grant-specific criteria have been met. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | 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 | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg |
|---|---|---|---|---|
| W Curtis Ryan | ||||
| 155674 | 540 | 26728 | 182942 | |
| Stephen Morgan | ||||
| 216663 | 24528 | 31024 | 272215 | |
| Michael Bassis | ||||
| 280530 | 17030 | 37864 | 526607 | 191183 |
| Mary Jane Chase | ||||
| 129676 | 22493 | 152169 | ||
| John Groesbeck | ||||
| 164899 | 540 | 25845 | 191284 | |
| Joel Bauman | ||||
| 147905 | 540 | 25728 | 174173 | |
| James Stimpson | ||||
| 144298 | 25356 | 169654 | ||
| James Seidelman | ||||
| 218681 | 1080 | 26653 | 246414 | |
| George White | ||||
| 128723 | 23858 | 152581 | ||
| Aric Krause | ||||
| 147207 | 2100 | 18685 | 167992 | |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| Salt Lake County Utah | ||||||
| 876000316 | 79567PDG5 | 2007-04-10 | 18270000 | To advance refund the callable college revenue bonds | false | false |
| Salt Lake County Utah | ||||||
| 876000316 | 79567PCS0 | 2005-05-10 | 16715000 | To finance construction projects and debt service reserve | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Amount DefeasedAmountDefeased | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|
| 18270000 | 1611450 | 15752862 | 14670 | 2549541 | 2008 | false | true | true | true |
| 16715000 | 193859 | 8280000 | 51762 | 8267906 | 2006 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|
| false | false | false | false | false | true |
| false | false | false | false | false | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|
| NA | |||||||
| false | false | false | false | NA | false | false | true |
| NA | |||||||
| false | false | false | false | NA | false | false | true |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Mary Bassis | |||
| Family - President | 34500 | Special Asst to the Board | false |
| Katherine Dumke Revoc TrustSabioLLC | |||
| Trustee | 78526 | Home lease agreement | false |
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 | 20000 | NoncashContribsRptdF990 |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 19000 | NoncashContribsRptdF990 |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 10159 | NoncashContribsRptdF990 |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 10 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1192497 | NoncashContribsRptdF990 |
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 59567 | NoncashContribsRptdF990 |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 20800 | NoncashContribsRptdF990 |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|
| Food/Activities | 1 | 17750 | Cost |
| Rentals/service | 2 | 1750 | Cost |
| Gift Basket | 2 | 3700 | Cost |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The following records of Westminster College are available for public inspection and copying, upon request:*Exemption Letter*Audited Financial Statements with A133 for the three fiscal years prior to the date of the request*Tax filings Form 990 and 990T for the three fiscal years prior to the date of the requestTo make a request to inspect and/or acquire a copy of these records, contact the Managing Director of Financial Affairs, Office of Administrative Services, at 801-832-2133. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The Compensation Committee of the Board of Trustees of Westminster College is responsible for reviewing and making recommendations to the Board of Trustees regarding the terms of contract with the President and the President's compensation, conducting an annual evaluation of the President, and overseeing compensation for the provost, vice presidents, staff who report directly to the President, and covered employees for fairness, effectiveness, and reasonableness. 1.In forming a recommendation regarding the President's compensation, the Committee will rely on comparability data, such as the compensation paid to Presidents and executive officers by similar institutions. This data may include compensation studies by independent organizations, written job offers for positions at similar organizations, and information obtained from the IRS Form 990 filings of similar organizations.2.The Committee shall fully disclose the proposed employment contract for the President, including its recommendation for compensation and all material financial terms, to the full Board of Trustees for approval.3.Concurrent with its recommendation regarding compensation, the Committee shall provide an annual report to the Board regarding its evaluation of the President's performance.4.The President will present to the Committee his or her report on compensation for the provost, vice presidents, staff who report directly to the President, and any covered employee, including comparability data and performance information. 5.The Committee will take and keep minutes that document how it formed its recommendations and approval decisions. The minutes will include the following:a.The terms of the compensation and the date it was approved;b.The members of the Committee who were present during the Committee meetings and who voted on the recommendation; andc.The comparability data obtained and reviewed and the source of the data. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Process of Identification: The Secretary of the Board will collect Statements of Disclosure from all trustees, officers, and key employees each year at the first Board meeting of the College's fiscal year and from all new trustees, officers, and key employees at the time of their appointment. The Audit Committee will review each Statement of Disclosure for actual or potential conflicts of interest, including, but not limited to, the following factors:*Solicitation or acceptance of gifts, gratuities, free travel, or other items of value that could create the appearance of a conflict or an expectation of special treatment in College matters;*Incidents of abuse or misuse of an individual's position for personal or third-party gain or benefit;*Use of the College's staff, services, equipment, materials, resources, or property for personal or third party gain, or representing to third parties that one's authority as a trustee, officer, volunteer, or key employee is more extensive than it is in actuality;*Situations where a trustee, officer, or key employee may be divided between personal interests or the interests of another organization and the best interests of the College;*Engagement in business, professional conduct, or other activities that may be directly or indirectly adverse to the interests of the College; and,*Any arrangements in which a trustee, officer, or key employee provides goods or services to the College as a paid vendor or outside service-provider.The Audit Committee may request additional information from any trustee, officer, or key employee at any time. While an individual's relationships or activities are under review, the individual may not deliberate, debate, or vote until a determination is made.Resolution: When the Audit Committee or the Board of Trustees identifies an actual, potential, or apparent conflict of interest, it may take one of the following actions to resolve such conflict:*Waive the conflict of interest as unlikely to affect the trustee's, officer's, volunteer's or key employee's ability to act in the best interests of the College;*Recuse the individual trustee, officer, volunteer, or key employee from deliberation or decision-making related to the specific matter giving rise to the conflict. *Request the resignation of the trustee, officer, volunteer or key employee from his or her service or position at the College because the conflict of interest is so pervasive that it is likely the trustee, officer or key employee would be unable to act solely in the best interests of the College.The Board of Trustees has final authority over the resolution of all conflicts of interest involving a trustee, officer, or key employee and may overrule any decision of the Audit Committee and the Audit Committee may refer any conflict of issue matter to the Board at any time. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | The Westminster College (the "College") tax return is completed by the Director of Budget, and reviewed by the Managing Director of Financial Affairs and the VP of Finance and Administration. Once completed, the documents are reviewed by the Audit Committee and submitted electronically to the full board of trustees. Once the trustees have reviewed - the return is transmitted electronically to the IRS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bill and Vieve Gore Endowment Fund | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1840 South 1300 East | AddressLine1 |
| City | Salt Lake City | City |
| State | UT | State |
| ZIP Code | 841053617 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 876213067 | EIN |
| Primary Activities | Endowment earnings to Westminster College of Salt Lake City | PrimaryActivities |
| Legal Domicile State | UT | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 509(a)(3)Type I | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | 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 | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bill and Vieve Gore Endowment Fund | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | r | TransactionType |
| Amount Involved | 697584 | AmountInvolved |
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