2011-04-01T16:01:37-07:00 2010-06-30 990 2009-07-01 930391586 LINFIELD COLLEGE LINF 5038832698 900SE Baker Street unit A454 McMinnville OR 97128 W Glenn Ford 5038832640 2011-04-01 2009 2016-02-24 21:20:13Z W Glenn Ford 900 SE Baker Street McMinnville OR 97128 76839147 0 X linfield.edu X 1858 OR Linfield College is an independent, comprehensive institution, nationally recognized for its strong teaching faculty, outstanding science programs, and distinctive international emphasis. Linfield has a challenging and exciting academic program that features a broad liberal arts core and an atmosphere in which there is genuine concern for individuals and their progress. Linfield College advances a vision of learning, life, and community that promotes intellectual challenge and creativity, values both theoretical and practical knowlegge, engages thoughtful dialogue in a a climate of mutual respect and inspires the courage to live by moral and spiritual principles. 34 33 2205 142 0 0 6033803 9128306 48591031 49445300 1829883 1717766 1022141 1122550 57476858 61413922 0 0 0 0 34767461 35839190 0 0 1885433 21392409 22042865 56159870 57882055 1316988 3531867 182258404 191281324 51718402 49867870 130540002 141413454 Linfield College advances a vision of learning, life, and community that promotes intellectual challenge and creativity, values both theoretical and practical knowledge, engages thoughtful dialogue in a climate of mutual respect and inspires the courage to live by moral and spiritual principles. 0 0 30338645 38436057 Linfield College is an independent, comprehensive undergraduate college recognized for its strong teaching faculty, outstanding science programs and distinctive international emphasis. Linfield has a challenging and exciting academic program that features a broad liberal arts core and an atmosphere in which there is genuine concern for individuals and their progress. The curriculum fosters the development of wholly educated individulas through a series of courses spanning the arts and humanities, natural sciences, and social and behavorial sciences. The Linfield curriculum encourages inquiry, analysis and imagination habits of mind that provide the foundation for reasoned action, wonder and continuel learning in all aspects of life. 9059193 0 Student support: In support of the mission of the college, the mission of the student services division is to optimize the opportunity for student development by facilitating and encouraging the intellectual, social, cultural, emotional, physical, life planning and spiritual growth of the students as individuals and as members of the larger community. 8612671 11009243 Auxilary Enterprises: In support of the mission of the college, the Auxiliary areas of the college provide services to the students while they carry out their educational endeavers. Auxiliary enterprises includes such areas as bookstore, dining servicesa and on campus living facilites. 0 0 0 48010509 1 1 0 0 0 0 0 0 1 1 1 0 1 1 1 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 1 1 1 1 0 0 0 0 0 0 0 1 3350 0 1 2205 1 0 1 CS 0 0 0 34 33 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OR X Lee Sarver 5038832698 900 SE Baker St A454 McMinnville OR 97128 Larry Sims 2 X 0 0 0 Pamela Jacklin 2 X 0 0 0 Thomas Sutro 2 X 0 0 0 Dave Dillon 2 X 0 0 0 Donna Woolley 2 X 0 0 0 Bernard Turner 2 X 0 0 0 Ronni Lacroute 2 X 0 0 0 Doug Tunnell 2 X 0 0 0 Thomas Hellie 40 X X 247821 0 62074 Lucinda Fournier 2 X 0 0 0 Dave Haugeberg 2 X 0 0 0 Phillip Bond 2 X 0 0 0 Martha Cox 2 X 0 0 0 Daniel O'Leary 2 X 0 0 0 Sarojini Budden 2 X 0 0 0 Moe Momtazi 2 X 0 0 0 Glenna Kruger 2 X 0 0 0 TJ Day 2 X 0 0 0 Kent Harrop 2 X 0 0 0 Pam Claassen 2 X 0 0 0 David Baca 2 X 0 0 0 Kerry Carmody 2 X 0 0 0 Kellannie Henry 2 X 0 0 0 Paul Aslanian 2 X 0 0 0 David Jubb 2 X 0 0 0 Gary Magnuson 2 X 0 0 0 Michael McBride 2 X 0 0 0 Sandra Thompson 2 X 0 0 0 Michelle Giguere 2 X 0 0 0 Mark Patterson 2 X 0 0 0 Timothy Phillips 2 X 0 0 0 Brian Winkenweder 2 X 0 0 0 Dick Withnell 2 X 0 0 0 Katherine Patterson 0 X 0 0 0 W Glenn Ford 40 X 173392 0 28997 Dan Preston 40 X 101865 0 25334 Bruce Wyatt 40 X 145298 0 18119 Victoria McGillin 40 X 147162 0 26190 Bonnie Saucier 40 X 133714 0 19679 David Hansen 40 X 115085 0 9878 Greg Copeland 40 X 107077 0 25157 Irving Wiswall 40 X 105516 0 20884 William Millar 40 X 105688 0 27108 Susan Whyte 40 X 101579 0 20321 John Hall 40 X 100241 0 21137 1584438 0 304878 12 0 1 0 Sodexho Inc PO Box 70060 Chicago IL 60673 Food Service 2348336 McMinnville Water and Light PO Box 638 McMinnville OR 97128 Utilities 809396 NW Natural Gas PO Box 4100-72 Portland OR 97208 Utilities 387461 Cedar Mill Construction 19465 SW 89th Ave Tualatin OR 97062 Construction 174864 Farnham Electric 1050 NE Lafayette Avenue McMinnville OR 97128 Construction-Electrical 141797 40 0 0 0 0 1213457 7914849 4065765 9128306 Net Tuition Revenue 611310 38436057 38436057 0 0 Auxilary Services 611310 11009243 11009243 0 0 0 0 0 0 49445300 2260702 0 0 2260702 0 0 0 0 0 0 0 0 470964 0 466407 0 4557 0 4557 0 0 4557 14401676 0 14944612 0 -542936 0 -542936 0 0 -542936 44066 0 14206 29860 29860 0 0 Athletics 611310 430888 430888 0 0 Rental 531120 69293 69293 0 0 Parking Permits 611310 60418 60418 0 0 527534 527534 0 0 1088133 61413922 50563293 0 1722323 1321325 467508 680061 173756 25280741 21112069 3285050 883622 2802660 2340515 364185 97960 4351161 3633676 565402 152083 2083303 1739776 270710 72817 Auxilary Enterprises 7230511 7230511 0 0 Instruction 7106766 7106766 0 0 Student Services 3458820 3458820 0 0 Institutional Support 2325900 0 1820705 505195 Academic Support 920868 920868 0 0 1000000 1000000 57882055 48010509 7986113 1885433 4550518 7094314 1819376 1173322 1468246 1765605 5942153 5704344 995502 1119264 1851149 1832465 136061976 41416821 95813258 94645155 69428131 77526745 390071 420110 182258404 191281324 3253745 3365272 4629615 4592662 2195427 2423896 36309264 35213389 5330351 4272651 51718402 49867870 X 74866016 77503592 17655574 21792911 38018412 42116951 130540002 141413454 182258404 191281324 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58212416 4394385 7459951 0 3005725 34000 67027027 70177892 1330732 -10493899 993794 1778265 30250 58212416 0.36 0.64 0 0 0 15112642 0 15112642 90491199 0 21150902 69340297 5743789 0 1431570 4312219 14434953 0 12293570 2141383 10279393 0 6540779 3738614 94645155 Interest Receivable 420110 420110 0 Obligations for Split Interest Agreements 4272651 4272651 61413922 57882055 3531867 7098276 0 0 0 243309 7341585 10873452 67880350 7098276 0 0 -646054 6452222 61428128 0 -14206 -14206 61413922 57006898 0 0 0 0 0 57006898 0 875157 875157 57882055 SchD_P05_S00_L04 Schedule D, Part V, Line 4 The college's endowment fund spending is used for scholarships, lectureships, and department funding. SchD_P10_S00_L00 Schedule D, Part X Obligation for Split Interest Agreements SchD_P11_S00_L08 Schedule D, Part XI, Line 8 Change in accrued gift receivable $646,054 Change in Actuarial Liability (passage of time) ($889,363). SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Change in Accrued Gifts Receivable SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Financial statement expense that reduced 990 Revenue SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b Financial statement expense that reduced 990 Revenue <$14,206), Actuarial change in Split Interst Agreements $889,363 1 1 1 The school draws its students from a wide geographic section of the western US and from overseas. The college complies by enrolling meaningful numbers of minority students and by using recruiting efforts that inform students of all racial segments. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 Linfield College students are eligible to receive all of the Federal Financial Aid that they qualify for including such aid as PELL grants, SEOG grants, Federal Workstudy, Perkins loans, etc. 1 Central America and the Caribbean 0 1 Program Services Higher Education-Study abroad program 59707 0 1 59707 Wildcat Open 44066 0 44066 0 0 13788 0 0 418 0 0 44066 0 44066 0 0 13788 0 0 418 14206 29860 X X 1 1 X 0 0 0 0 0 0 0 0 0 Thomas Hellie 247147 0 0 0 674 0 28196 0 33878 0 309895 0 0 W Glenn Ford 170604 0 0 0 2788 0 19119 0 9878 0 202389 0 0 Bruce Wyatt 144573 0 0 0 725 0 16360 0 1759 0 163417 0 0 Bonnie Saucier 133714 0 0 0 0 0 13372 0 6307 0 153393 0 0 Victoria McGillin 147162 0 0 0 0 0 16312 0 9878 0 173352 0 0 0 Greg Copeland 107077 0 0 0 0 0 11259 0 13898 0 132234 0 0 William Millar 105688 0 0 0 0 0 13210 0 13898 0 132796 0 0 Irving Wiswall 105516 0 0 0 0 0 11822 0 9062 0 126400 0 0 0 Susan Whyte 101579 0 0 0 0 0 11259 0 9062 0 121900 0 0 0 John Hall 100241 0 0 0 0 0 11259 0 9878 0 121378 0 0 0 Dan Preston 101865 0 0 0 0 0 11436 0 13898 0 127199 0 0 David Hansen 115085 0 0 0 0 0 13760 0 9878 0 138723 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a Sch J, part 1, Line 1a-The college provides housing for the President. He is required to live there as a condition of his employment and for the convenience of the employer. The college pays club dues to Michelbook Counrty Club, the University Club and the Arlington Club, as part of the President's role (e.g. fundraising, external relations, meeting space, etc). State of Oregon Facilities Authority 936001787 00068608J 2005-05-19 20602766 Refund series 2000 and capital improvement projects 0 0 348992 0 0 0 0 0 0 2007 0 1 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 Faculty trustee Recieved a faculty research grant, of which 40 are awarded annually 1200 Trustee Trustee 91490 Board member is a partner in a law firm tha provides legal counsel for Linfield college. Board member's daughter (also an attorney) and other attorneys in the firm bill the college during the ordinary course of business. 0 X 1 41000 Appraisel X 1 75000 Appraisel X 16 3861223 Current trading value X Misc 102 88542 Fair value 0 1 0 F990_P01_S00_L01 Form 990, Part I, Line 1 Linfield College is an independent, comprehensive institution, nationally recognized for its strong teaching faculty, outstanding science programs, and distinctive international emphasis. Linfield has a challenging and exciting academic program that features a broad liberal arts core and an atmosphere in which there is genuine concern for individuals and their progress. Linfield College advances a vision of learning, life, and community that promotes intellectual challenge and creativity, values both theoretical and practical knowlegge, engages thoughtful dialogue in a a climate of mutual respect and inspires the courage to live by moral and spiritual principles. F990_P06_S0A_L02 Form 990, Part VI, Section A, Line 2 Several trustees sit on other boards of trustees with each other. F990_P06_S0B_L11 Form 990, Part VI, Section B, Line 11 Before the filing of the college's tax return, the return (form 990) and supplemental schedules are forwarded to the Audit Committee of the Board of Trustees, for review, comment, and approval. After the approval and before the return is filed, a copy is posted to the Trustee's website to be available for review by each of the Board of Trustees. Ample time is allowed for comments and changes, if any, prior to the extended due date of the return. Any material changes in the return or any proposed changes to the governance section would require an additional approval by the Audit Committee. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Conflict of Interest policies and questionaires are disbursed, collected, and reviewed annually. After review, the conflicts, if any, are fowarded to the college's audit committee for further review and action as seemed necessary. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The process for determining the compensation of the president of the College is completed periodically based on the direction and review of the Executive Committee of the Board of Trustees. Data collection is performed by Linfield's Senior Director of Human Resources & Administration via survey of comparable institutions. The data is analyzed and reveiwed by the Executive Committee of the Board of Trustees who determines the President's compensaton. It was last completed during the spring of 2008. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Linfield College's financial statements are available on the college's website and by request. The college has not previously had requests for copies of its governing documents or conflict of interest policy. We would however, provide them if requested to do so. On extension