WHITMAN COLLEGE BOARD OF TRUSTEES: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- WHITMAN COLLEGE BOARD OF TRUSTEES (EIN 91-0567740)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-12
- IRS object ID
- 201111329349303096
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T17:39:11-05:00 | 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 | ZALAZNIK MOORE & ASSOCIATES PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1724 | AddressLine1 |
| City | WALLA WALLA | City |
| State | WA | State |
| ZIP Code | 99362 | 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 | 910567740 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOARD OF TRUSTEES | BusinessNameLine1 |
| Business Name Line2 | OF WHITMAN COLLEGE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WHIT | NameControl |
| Phone | 5095275411 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 BOYER AVE | AddressLine1 |
| City | WALLA WALLA | City |
| State | WA | State |
| ZIP Code | 993622067 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER W HARVEY | Name |
| Title | TREASURER & C.F.O. | Title |
| Phone | 5095275411 | Phone |
| Date Signed | 2011-04-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBORA L ZALAZNIK | Name |
| Phone | 5095265689 | Phone |
| Date Prepared | 2011-04-29 | DatePrepared |
| 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 | GEORGE BRIDGES PRESIDENT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 BOYER AVE | AddressLine1 |
| City | WALLA WALLA | City |
| State | WA | State |
| ZIP Code | 993622067 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 128547157 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | HTTP://WWW.WHITMAN.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1859 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF WHITMAN COLLEGE IS TO PROVIDE AN EXCELLENT, WELL-ROUNDED LIBERAL ARTS AND SCIENCES UNDERGRADUATE EDUCATION. STUDENT'S PARTICIPATION IN CLASSES AND OTHER ACTIVITIES WITHIN A RESIDENTIAL SETTING IS INTEGRAL TO THE EDUCATION PROCESS AT WHITMAN COLLEGE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1821 | TotalNbrEmployees |
| Total Nbr Volunteers | 740 | TotalNbrVolunteers |
| Total Gross UBI | 26210 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -912927 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 13259897 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 19211857 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 60322851 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 63205274 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -5959152 | InvestmentIncomePriorYear |
| Investment Income Current Year | 7050455 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 861022 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1248338 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 68484618 | TotalRevenuePriorYear |
| Total Revenue Current Year | 90715924 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 18375506 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 21803060 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 37945099 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 37648685 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2357454 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 25314671 | OtherExpensePriorYear |
| Other Expenses Current Year | 23616088 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 81635276 | TotalExpensesPriorYear |
| Total Expenses Current Year | 83067833 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -13150658 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 7648091 | RevenuesLessExpensesCY |
| Total Assets BOY | 482832875 | TotalAssetsBOY |
| Total Assets EOY | 529023366 | TotalAssetsEOY |
| Total Liabilities BOY | 91610193 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 94885499 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 391222682 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 434137867 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF WHITMAN COLLEGE IS TO PROVIDE AN EXCELLENT, WELL-ROUNDED LIBERAL ARTS AND SCIENCES UNDERGRADUATE EDUCATION. STUDENT'S PARTICIPATION IN CLASSES AND OTHER ACTIVITIES WITHIN A RESIDENTIAL SETTING IS INTEGRAL TO THE EDUCATION PROCESS AT WHITMAN COLLEGE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 40819042 | Expense |
| Revenue | 54300007 | Revenue |
| Description | ACADEMIC INSTRUCTION, SUPPORT AND OTHER PROGRAMS: 1,496 FULL TIME EQUIVALENT STUDENTS 361 GRADUATES | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11353917 | Expense |
| Revenue | 8905267 | Revenue |
| Description | AUXILIARY ENTERPRISE: 800 STUDENTS IN COLLEGE PROVIDED HOUSING 735 STUDENTS IN COLLEGE PROVIDED BOARD PLANS | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 20699566 | Expense |
| Grants | 20699566 | Grants |
| Description | INSTITUTIONAL FINANCIAL AID: 1,333 STUDENTS RECEIVING INSTITUTIONAL SCHOLARSHIPS 930 STUDENTS RECEIVING FEDERAL LOANS OR GRANTS | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 72872525 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | 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 | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | 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 | false | 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 | 2386 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1821 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | true | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| 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 | WHITMAN COLLEGE CONTROLLER'S OFFICE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5095275411 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 BOYER | AddressLine1 |
| City | WALLA WALLA | City |
| State | WA | State |
| ZIP Code | 99362 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Institutional TrusteeInstitutionalTrustee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| DAVID W WYCKOFF | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DEAN NICHOLS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RYAN CROCKER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES K HAYNER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES L ROBART | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN C COLEMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN W STANTON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KAREN E GLOVER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LAWRENCE L DRAKE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LAWRENCE B STONE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MEGAN MEDICA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PETER VAN OPPEN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANDREW FERRARI | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| THOMAS H MCCRACKEN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID NIERENBERG | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WALTER C MINNICK | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| NANCY SERRURIER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BRADLEY MARK MCMURCHIE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MEGAN CLUBB | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANNA HERNANDEZ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GEORGE W BRIDGES | ||||||||
| PRESIDENT | 40.00 | 292235 | 0 | 61425 | X | |||
| PETER W HARVEY | ||||||||
| TREAS/CFO | 40.00 | 197144 | 0 | 28120 | X | |||
| TIMOTHY V KAUFMAN-OSBORN | ||||||||
| PROVOST/DEAN | 40.00 | 174365 | 0 | 31126 | X | |||
| JOHN W BOGLEY | ||||||||
| VP DEVELOPMT | 40.00 | 168805 | 0 | 31435 | X | |||
| CHARLES E CLEVELAND | ||||||||
| DEAN OF STUD | 40.00 | 153290 | 0 | 26603 | X | |||
| KEIKO M PITTER | ||||||||
| C.T.O. | 40.00 | 148847 | 0 | 23075 | X | |||
| JA CABASCO | ||||||||
| DEAN OF ADM | 40.00 | 115090 | 0 | 25886 | X | |||
| DAVID F SCHMITZ | ||||||||
| FACULTY | 40.00 | 138367 | 0 | 24476 | X | |||
| ROBERT J CARSON | ||||||||
| FACULTY | 40.00 | 136847 | 0 | 21635 | X | |||
| LAURIE K HOUCK | ||||||||
| STAFF | 40.00 | 129064 | 0 | 27360 | X | |||
| KEITH FARRINGTON | ||||||||
| FACULTY | 40.00 | 120502 | 0 | 35168 | X | |||
| PATRICK W KEEF | ||||||||
| FACULTY | 40.00 | 148272 | 0 | 33291 | X | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1922828 | TotalReportableCompFromOrg |
| Total Other Compensation | 369600 | TotalOtherCompensation |
| Number Individuals GT100 K | 22 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| OPP & SEIBOLD GENERAL CONSTRUCTION | |||||
| 1220 W POPLAR | WALLA WALLA | WA | 99362 | GEN CONTR | 453438 |
| ALPHA ENERGY | |||||
| 3767 ALPHA WAY | BELLINGHAM | WA | 98226 | ENERGY CONTR | 166659 |
| DATATEL | |||||
| 4345 FAIR LAKES CT | FAIRFAX | VA | 22033 | SFTWARE CONTR | 159282 |
| MONTICHELLO ASSOCIATES | |||||
| 1200 17TH ST STE 2600 | DENVER | CO | 80202 | INVSTMT CONSULT | 150000 |
| WINGS TOURS & NILE CRUISES | |||||
| 11350 MCCORMICK ROAD | HUNT VALLEY | MD | 21031 | TRAVEL CONTR | 148655 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Government Grants | 1456149 | GovernmentGrants |
| All Other Contributions | 17755708 | AllOtherContributions |
| Noncash Contributions | 1284125 | NoncashContributions |
| Total Contributions | 19211857 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| STUDENT TUITION & FEES | 611310 | 54300007 | 54300007 | |
| AUXILIARY ENTERPRISES | 611310 | 8895157 | 8895157 | |
| INTERNET BOOKSTORE SALES | 451211 | 10110 | 10110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 63205274 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1853727 | TotalRevenueColumn |
| Exclusion | $1,853,727 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 740098 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 639443 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 100655 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 100655 | TotalRevenueColumn |
| Exclusion | $100,655 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 42388518 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 37191790 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5196728 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5196728 | TotalRevenueColumn |
| Exclusion | $5,196,728 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|---|
| OTHER REVENUE | 611310 | 758541 | 758541 | ||
| OTHER REVENUE | 611310 | 373042 | $373,042 | ||
| TOWER LEASE REVENUE | 900000 | 16100 | 16100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1147683 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 90715924 | TotalRevenueColumn |
| Related Or Exempt Function Income | 63953705 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 26210 | UnrelatedBusinessRevenue |
| Exclusion | $7,524,152 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20699566 | Total |
| Program Services | 20699566 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1103494 | Total |
| Program Services | 1103494 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1268725 | Total |
| Program Services | 621050 | ProgramServices |
| Management And General | 414848 | ManagementAndGeneral |
| Fundraising | 232827 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26031212 | Total |
| Program Services | 22111441 | ProgramServices |
| Management And General | 2790653 | ManagementAndGeneral |
| Fundraising | 1129118 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2479721 | Total |
| Program Services | 2064849 | ProgramServices |
| Management And General | 296625 | ManagementAndGeneral |
| Fundraising | 118247 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5704736 | Total |
| Program Services | 4539598 | ProgramServices |
| Management And General | 885541 | ManagementAndGeneral |
| Fundraising | 279597 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2164291 | Total |
| Program Services | 1802192 | ProgramServices |
| Management And General | 258893 | ManagementAndGeneral |
| Fundraising | 103206 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11411 | Total |
| Program Services | 9000 | ProgramServices |
| Management And General | 1911 | ManagementAndGeneral |
| Fundraising | 500 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78692 | Total |
| Program Services | 60000 | ProgramServices |
| Management And General | 16692 | ManagementAndGeneral |
| Fundraising | 2000 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7579486 | Total |
| Program Services | 6593171 | ProgramServices |
| Management And General | 832115 | ManagementAndGeneral |
| Fundraising | 154200 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3445953 | Total |
| Program Services | 2926541 | ProgramServices |
| Management And General | 422361 | ManagementAndGeneral |
| Fundraising | 97051 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1745062 | Total |
| Program Services | 1652052 | ProgramServices |
| Management And General | 83709 | ManagementAndGeneral |
| Fundraising | 9301 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2578121 | Total |
| Program Services | 2128045 | ProgramServices |
| Management And General | 304821 | ManagementAndGeneral |
| Fundraising | 145255 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1967757 | Total |
| Program Services | 1869369 | ProgramServices |
| Management And General | 88549 | ManagementAndGeneral |
| Fundraising | 9839 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5557500 | Total |
| Program Services | 5279625 | ProgramServices |
| Management And General | 250087 | ManagementAndGeneral |
| Fundraising | 27788 | Fundraising |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COMMUNICATIONS | Description |
| Total | 652106 | Total |
| Program Services | 516026 | ProgramServices |
| Management And General | 87555 | ManagementAndGeneral |
| Fundraising | 48525 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83067833 | Total |
| Program Services | 73976019 | ProgramServices |
| Management And General | 6734360 | ManagementAndGeneral |
| Fundraising | 2357454 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12901057 | BOY |
| EOY | 4489476 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13743957 | BOY |
| EOY | 16170702 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12029747 | BOY |
| EOY | 18622641 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 418028 | BOY |
| EOY | 415403 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3318328 | BOY |
| EOY | 3321549 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 485170 | BOY |
| EOY | 540027 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 603969 | BOY |
| EOY | 390516 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 190146286 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 49408981 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135012427 | BOY |
| EOY | 140737305 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51088876 | BOY |
| EOY | 55570370 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 241807887 | BOY |
| EOY | 276785001 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11423429 | BOY |
| EOY | 11980376 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 482832875 | BOY |
| EOY | 529023366 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6920880 | BOY |
| EOY | 6520686 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3385720 | BOY |
| EOY | 3383950 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1179741 | BOY |
| EOY | 1313986 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58520975 | BOY |
| EOY | 58407251 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2775137 | BOY |
| EOY | 2393596 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18827740 | BOY |
| EOY | 22866030 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91610193 | BOY |
| EOY | 94885499 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156968920 | BOY |
| EOY | 167732143 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118449972 | BOY |
| EOY | 141074546 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115803790 | BOY |
| EOY | 125331178 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 391222682 | BOY |
| EOY | 434137867 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 482832875 | BOY |
| EOY | 529023366 | 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 |
| Form1120 Pol Filed | false | Form1120PolFiled |
| Form4720 Filed | false | Form4720Filed |
| 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 | $1,656 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 1656 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
| Substantially All Dues Nondeduct | false | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | false | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | false | AgreeToCarryoverPriorYear |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 950790 | 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 |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 278739032 | BeginningOfYearBalance |
| Contributions | 5407786 | Contributions |
| Investment Earnings Or Losses | 44766917 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -6661827 | GrantsOrScholarships |
| Other Expenditures | -8513173 | OtherExpenditures |
| End Of Year Balance | 313738735 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 365692263 | BeginningOfYearBalance |
| Contributions | 2269450 | Contributions |
| Investment Earnings Or Losses | -72802811 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -6010593 | GrantsOrScholarships |
| Other Expenditures | -10409277 | OtherExpenditures |
| End Of Year Balance | 278739032 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.30000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.65000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.05000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 11980986 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 6704580 | OtherCostOrOtherBasis |
| Book Value | 18685566 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 7230200 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 155728007 | OtherCostOrOtherBasis |
| Depreciation | 45225373 | Depreciation |
| Book Value | 117732834 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7551723 | OtherCostOrOtherBasis |
| Depreciation | 4183608 | Depreciation |
| Book Value | 3368115 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 950790 | OtherCostOrOtherBasis |
| Book Value | 950790 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 140737305 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (9 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| PRIVATE EQUITY | 62652021 | F |
| INTERNATIONAL EQUITY | 53491159 | F |
| US EQUITY | 46745611 | F |
| HEDGED EQUITY | 43622668 | F |
| ABSOLUTE RETURN | 31175694 | F |
| NATURAL RESOURCES | 23684013 | F |
| BALANCED | 18856189 | F |
| FIXED INCOME | 418891 | F |
| PGWC FOUNDATION 91-1648072 | -3861245 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 276785001 | TotalOfBookValueSecurities |
| Total Book Value Other Assets | 11980376 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTEREST RATE EXCHANGE AGREEMENTS | $9,694,000 |
| SPLIT INTEREST CONTRACTS | $6,429,230 |
| POST-RETIREMENT BENEFITS | $4,550,680 |
| DEFERRED COMPENSATION | $817,790 |
| ASSET RETIREMENT OBLIGATION | $714,330 |
| INSURANCE TERMINAL LIABILITY | $660,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 22866030 | TotalOfAmounts |
| Total Revenue | 90715924 | TotalRevenue |
| Total Expenses | 83067833 | TotalExpenses |
| Excess Or Deficit For Year | 7648091 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 34163596 | NetUnrealizedGLOnInvestments |
| Other | $1,037,097 | OtherAmount |
| Total Adjustments | 35200693 | TotalAdjustments |
| Excess Or Deficit Per FS | 42848784 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 105464852 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 34163596 | NetUnrealizedGainsInvestments |
| Other Revenues | -19414668 | OtherRevenues |
| Revenue Not Rptd F990 | 14748928 | RevenueNotRptdF990 |
| Revenue Subtotal | 90715924 | RevenueSubtotal |
| Total Revenue Per Form990 | 90715924 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 62616068 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 247801 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 247801 | ExpensesNotRptdF990 |
| Expenses Subtotal | 62368267 | ExpensesSubtotal |
| Other Expenses Not Included | 20699566 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 20699566 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 83067833 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | RELATED ENTITES' REVENUE (SHARE OF GAIN) 1,284,898 TUITION DISCOUNT -20,699,566 RELATED ENTITIES -247,801 TUITION DISCOUNT 20,699,566 |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | RELATED ENTITES' REVENUE (SHARE OF GAIN) 1,284,898 TUITION DISCOUNT -20,699,566 |
| EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 2D | RELATED ENTITIES 247,801 |
| EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 4B | TUITION DISCOUNT 20,699,566 |
| SUPPLEMENTAL FINANCIAL INFORMATION | SCHEDULE D, PAGE 4, PART XIV | FEDERAL INCOME TAXES: WHITMAN COLLEGE IS A QUALIFIED NOT-FOR-PROFIT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND AS SUCH, IS GENERALLY EXEMPT FROM FEDERAL TAXATION OF INCOME. ACCORDINGLY NO PROVISION HAS BEEN MADE FOR FEDERAL INCOME TAXES. CONTRIBUTIONS TO THE COLLEGE ARE GENERALLY TAX DEDUCTIBLE. THE PAUL GARRET WHITMAN COLLEGE FOUNDATION AND THE 21ST CENTURY TRUST ARE SEPARATE TAX ENTITIES. IN ACCORDANCE WITH THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD INTERPRETATION (FIN) NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, THE COLLEGE HAD NO UNRECOGNIZED TA BENEFITS AT JUNE 30, 2010 AND 2009. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Govt Financial Aid Explanation | THE COLLEGE RECEIVES FUNDS FROM THE DEPARTMENT OF EDUCATION TO BE GIVEN OUT IN THE FORM OF GRANTS AND LOANS TO WHITMAN STUDENTS. THE COLLEGE ALSO RECEIVES FUNDS FROM OTHER FEDERAL AGENCIES IN THE FORM OF GRANTS FOR EQUIPMENT, RESEARCH, STUDY OR OTHER EFFORTS AS STIPULATED IN EACH INDIVIDUAL GRANT. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (16 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|
| CENTRAL AMERICA & CARIBBEAN | INVESTMENT | 399271 | |
| EAST ASIA & PACIFIC | PROGRAM SERVICE | 426472 | STUDY ABROAD |
| EUROPE | PROGRAM SERVICE | 99646 | STUDY ABROAD |
| EUROPE | INVESTMENT | 767979 | |
| EAST ASIA & PACIFIC | PROGRAM SERVICE | 4379 | FACULTY TRAVEL |
| EUROPE | PROGRAM SERVICE | 13988 | FACULTY TRAVEL |
| MIDDLE EAST & NORTH AFRICA | PROGRAM SERVICE | 2346 | FACULTY TRAVEL |
| NORTH AMERICA | PROGRAM SERVICE | 6265 | FACULTY TRAVEL |
| SOUTH ASIA | PROGRAM SERVICE | 2554 | FACULTY TRAVEL |
| SUB-SAHARAN AFRICA | PROGRAM SERVICE | 1668 | FACULTY TRAVEL |
| CENTRAL AMERICA & CARRIBEAN | GRANTMAKING | 78478 | STUDENT FINAN. AID |
| EAST ASIA & PACIFIC | GRANTMAKING | 341228 | STUDENT FINAN. AID |
| EUROPE | GRANTMAKING | 554300 | STUDENT FINAN. AID |
| SOUTH AMERICA | GRANTMAKING | 40475 | STUDENT FINAN. AID |
| SOUTH ASIA | GRANTMAKING | 45063 | STUDENT FINAN. AID |
| SUB-SAHARAN AFRICA | GRANTMAKING | 43950 | STUDENT FINAN. AID |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Amount Spent | 2828062 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (6 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| STUDENT FINANCIAL AID | CENTRAL AMERICA & CARRIBEAN | 13 | 78478 | STUDENT ACCOUNT |
| STUDENT FINANCIAL AID | EAST ASIA & PACIFIC | 27 | 341228 | STUDENT ACCOUNT |
| STUDENT FINANCIAL AID | EUROPE | 65 | 554300 | STUDENT ACCOUNT |
| STUDENT FINANCIAL AID | SOUTH AMERICA | 4 | 40475 | STUDENT ACCOUNT |
| STUDENT FINANCIAL AID | SOUTH ASIA | 4 | 45063 | STUDENT ACCOUNT |
| STUDENT FINANCIAL AID | SUB-SAHARAN AFRICA | 5 | 43950 | STUDENT ACCOUNT |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | INSTIT. FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 1333 | NumberOfRecipients |
| Amount Of Cash Grant | 20699566 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | Identifier |
| Return Reference | SCHEDULE I, PAGE 4, PART IV | ReturnReference |
| Explanation | THE COLLEGE AWARDS SCHOLARSHIPS IN CONFORMANCE WITH ESTABLISHED POLICIES ON THE BASIS OF BOTH NEED AND SCHOLASTIC MERIT. AWARDS TO STUDENTS WITH NEED ARE BASED ON THE STUDENT'S FINANCIAL INFORMATION CONTAINED IN THE FINANCIAL AID PROFILE FILED WITH THE COLLEGE SCHOLARSHIP SERVICE AND THE FREE APPLICATION FOR FINANCIAL AID FILED WITH THE FEDERAL PROCESSOR. ALL AID IS OBJECTIVELY DETERMINED AND AWARDED ON AN EQUAL BASIS TO RECIPIENTS WITH SIMILAR ATTRIBUTES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|
| GEORGE W BRIDGES | ||||
| 287407 | 4828 | 24500 | 36925 | 353660 |
| PETER W HARVEY | ||||
| 197144 | 19735 | 8385 | 225264 | |
| TIMOTHY V KAUFMAN-OSBORN | ||||
| 174365 | 17930 | 13196 | 205491 | |
| JOHN W BOGLEY | ||||
| 165550 | 3255 | 17535 | 13900 | 200240 |
| CHARLES E CLEVELAND | ||||
| 153290 | 15740 | 10863 | 179893 | |
| KEIKO M PITTER | ||||
| 148847 | 14915 | 8160 | 171922 | |
| DAVID F SCHMITZ | ||||
| 138367 | 13710 | 10766 | 162843 | |
| ROBERT J CARSON | ||||
| 136847 | 13540 | 8095 | 158482 | |
| LAURIE K HOUCK | ||||
| 128554 | 510 | 13645 | 13715 | 156424 |
| KEITH FARRINGTON | ||||
| 120502 | 12750 | 22418 | 155670 | |
| PATRICK W KEEF | ||||
| 148272 | 15045 | 18246 | 181563 | |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NON-FIXED PAYMENTS PROVIDED | SCHEDULE J, PAGE 1, PART I, LINE 7 | REIMBURSEMENTS FOR TRAVEL AND MEALS ARE PAID PERSUANT TO THE COLLEGE'S ACCOUNTABLE PLAN. |
| OTHER ADDITIONAL INFORMATION | SCHEDULE J, PART III | PART III: PART 1, 1A RESIDENCE FOR PERSONAL USE--THE COLLEGE PRESIDENT IS REQUIRED AS A CONDITION OF EMPLOYMENT TO MAINTAIN A PERSONAL RESIDENCE IN A HOUSE PROVIDED BY THE COLLEGE. THIS HOUSE IS LOCATED ON THE EDGE OF CAMPUS AND IS REQUIRED FOR THE CONVENIENCE OF THE COLLEGE. SOCIAL CLUB DUES--THE COLLEGE PRESIDENT AND VP OF DEVELOPMENT ARE PROVIDED MEMBERSHIPS IN SOCIAL CLUBS BY THE COLLEGE. PERSONAL SERVICES--THE PRESIDENT'S PERSONAL RESIDENCE IS PROVIDED CLEANING SERVICES AND YARD CARE BY THE COLLEGE. |
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 |
|---|---|---|---|---|---|---|
| WHEFA 2004 BONDS | ||||||
| 911306482 | 939781VM9 | 2004-11-16 | 28770000 | REFUND A PRIOR ISSUE | false | false |
| WHEFA 2008 BONDS | ||||||
| 911306482 | 939781A34 | 2008-06-10 | 30935000 | FACILITIES CONSTRUCT | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Amount DefeasedAmountDefeased | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount UnspentAmountUnspent | Capital ExpendituresCapitalExpenditures |
|---|---|---|---|---|---|---|---|---|---|
| 28770000 | 28660421 | 109579 | 2004 | true | false | true | true | ||
| 30282842 | 282842 | 2010 | false | false | false | true | 4173456 | 25826544 |
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 | false |
| 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 | Term Of HedgeTermOfHedge | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN | |||||||||
| false | true | true | 23.4 | false | false | false | |||
| GK BAUM | |||||||||
| false | true | true | 28.0 | true | false | false | AIG MATCHING FU | 3.1 | true |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | PATRICK KEEF | NameOfInterestedPerson |
| Relationship With Organization | FORMER OFFICER | RelationshipWithOrganization |
| Amount Of Grant | 7416 | AmountOfGrant |
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| NANCY MITCHELL | |||
| FAMILY MEMBER | 58180 | COMPENSATION | false |
| SHARON KAUFMAN-OSBORN | |||
| FAMILY MEMBER | 34970 | COMPENSATION | false |
| PAT SORENSON | |||
| FAMILY MEMBER | 31255 | COMPENSATION | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 43 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 910125 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 374000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | COMPUTER SUPP. | Description |
| Number Of Contributions | 2 | NumberOfContributions |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | THE MISSION OF WHITMAN COLLEGE IS TO PROVIDE AN EXCELLENT, WELL-ROUNDED LIBERAL ARTS AND SCIENCES UNDERGRADUATE EDUCATION. STUDENT'S PARTICIPATION IN CLASSES AND OTHER ACTIVITIES WITHIN A RESIDENTIAL SETTING IS INTEGRAL TO THE EDUCATION PROCESS AT WHITMAN COLLEGE. |
| FINANCIAL ACCOUNTS IN FOREIGN COUNTRIES | FORM 990, PART V, LINE 4B | CAYMAN ISLANDS, BRITISH INDIAN OCEAN TERRITORY |
| RELATED PARTY INFORMATION AMONG OFFICERS | FORM 990, PAGE 6, PART VI, LINE 2 | PETER VAN OPPEN JOHN STANTON TRUSTEE TRUSTEE BUSINESS RELATIONSHIP |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11 | THE COLLEGE'S AUDIT COMMITTEE WAS PROVIDED A COPY OF THE FORM AND REVIEWED WITH COLLEGE STAFF. SUBSEQUENT TO THE COMMITTEE REVIEW, THE TRUSTEES WERE EACH PROVIDED A COPY OF THE FORM PRIOR TO THE COLLEGE'S FILING WITH THE IRS. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE GIVEN A QUESTIONNAIRE ANNUALLY. THE QUESTIONNAIRE INCLUDES THE COLLEGE'S CONFLICT OF INTEREST POLICY AND ASK EACH INDIVIDUAL ABOUT THE EXISTENCE OF CONFLICTS OF INTEREST AS WELL AS OTHER PAYMENTS OR SITUATIONS WHICH COULD BE CONSTRUED TO PRESENT A CONFLICT. IF AN INDIVIDUAL ANSWERS ANY QUESTION IN THE AFFIRMATIVE THEY ARE ASKED TO DESCRIBE THE SITUATION IN THEIR RESPONSE. IF THERE ARE ANY CONCERNS RELATIVE TO ANY ONE INDIVIDUAL'S RESPONSES, MANAGEMENT FOLLOWS-UP TO DISCUSS HOW BEST TO DEAL WITH ANY IDENTIFIED SITUATIONS. TRUSTEES ARE REMINDED OF POTENTIAL CONFLICTS AT EACH MEETING. MANAGEMENT ASCERTAINS ALL IDENTIFIED INDIVIDUALS HAVE RESPONDED AND ALL THE RESPONSES ARE MAINTAINED IN ACCORDANCE WITH THE COLLEGE'S FILE RETENTION POLICY. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | TRUSTEES APPROVED THE COMPENSATION PACKAGE OF THE COLLEGE'S PRESIDENT AND THE DELIBERATIONS ON THAT PROCESS ARE DOCUMENTED IN ITS MINUTES. COMPARABLE DATA FROM PEER INSTITUTIONS WERE USED TO SET THE COMPENSATION FOR THE PRESIDENT OF THE COLLEGE. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | TRUSTEES APPROVED THE COMPENSATION PACKAGES OF THE COLLEGE'S OFFICERS. COMPARABLE DATA FROM PEER INSTITUTIONS FOR EACH POSITION WERE USED TO SET THE COMPENSATION FOR EACH OFFICER OF THE COLLEGE. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | THE COLLEGE PROVIDES ACCESS TO ITS FORM 990 AND ITS FINANCIAL STATEMENTS VIA ITS WEBSITE. THE COLLEGE'S TAX EXEMPTION LETTER FROM THE IRS AND OTHER POLICY DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FINANCIAL AID OR GOVERNMENT ASSISTANCE EXPLANATION | SCHEDULE E, LINE 6 | THE COLLEGE RECEIVES FUNDS FROM THE DEPARTMENT OF EDUCATION TO BE GIVEN OUT IN THE FORM OF GRANTS AND LOANS TO WHITMAN STUDENTS. THE COLLEGE ALSO RECEIVES FUNDS FROM OTHER FEDERAL AGENCIES IN THE FORM OF GRANTS FOR EQUIPMENT, RESEARCH, STUDY OR OTHER EFFORTS AS STIPULATED IN EACH INDIVIDUAL GRANT. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| WHITMAN COLLEGE PAUL GARRETT FOUND | |||||||||
| 345 BOYER AVENUE | WALLA WALLA | WA | 99362 | 911648072 | TRUST | WA | 501 | 11A | N/A |
| WHITMAN COLLEGE 21ST CENTURY TRUST | |||||||||
| 345 BOYER AVENUE | WALLA WALLA | WA | 99362 | 916526001 | TRUST | WA | 501 | 11A | N/A |
| 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 | true | 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 | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| WHITMAN COLLEGE PAUL GARRETT FOUND | |
| C | 195174 |
| WHITMAN COLLEGE 21ST CENTURY TRUST | |
| C | 161067 |
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