UNIVERSITY OF PUGET SOUND: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: UNIVERSITY OF PUGET SOUND (EIN 91-0564961)
Tax period: 2009-07-01 to 2010-06-30
Filed: 2011-05-11
IRS object ID: 201141319349302534
Schema version: 2009v1.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule 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	2011-05-11T12:26:38-07:00	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	910564961	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE UNIVERSITY OF PUGET SOUND	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	UNIV	NameControl
Phone	2538796110	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1500 N Warner St CMB 1075	AddressLine1
City	Tacoma	City
State	WA	State
ZIP Code	984161075	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Sherry B Mondou	Name
Title	VP for Finance & Administration	Title
Phone	2538793204	Phone
Date Signed	2011-05-11	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	Ronald R Thomas	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	same as C above	AddressLine1
City	Tacoma	City
State	WA	State
ZIP Code	98416	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	205287179	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	www.pugetsound.edu	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1888	YearFormation
State Legal Domicile	WA	StateLegalDomicile
Activity Or Mission Description	Education	ActivityOrMissionDescription
Nbr Voting Members Governing Body	33	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	30	NbrIndependentVotingMembers
Total Nbr Employees	2892	TotalNbrEmployees
Total Nbr Volunteers	595	TotalNbrVolunteers
Total Gross UBI	-477386	TotalGrossUBI
Net Unrelated Business Txbl Income	-487586	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	13310062	ContributionsGrantsPriorYear
Contributions Grants Current Year	15154187	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	114136822	ProgramServiceRevenuePriorYear
Program Service Revenue CY	121391487	ProgramServiceRevenueCY
Investment Income Prior Year	6781935	InvestmentIncomePriorYear
Investment Income Current Year	3715469	InvestmentIncomeCurrentYear
Other Revenue Prior Year	-7806103	OtherRevenuePriorYear
Other Revenue Current Year	-361605	OtherRevenueCurrentYear
Total Revenue Prior Year	126422716	TotalRevenuePriorYear
Total Revenue Current Year	139899538	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	31507871	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	36260064	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	61685834	SalariesEtcPriorYear
Salaries Etc Current Year	62081086	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	2898754	TotalFundrsngExpCurrentYear
Other Expense Prior Year	40300492	OtherExpensePriorYear
Other Expenses Current Year	40558589	OtherExpensesCurrentYear
Total Expenses Prior Year	133494197	TotalExpensesPriorYear
Total Expenses Current Year	138899739	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-7071481	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	999799	RevenuesLessExpensesCY
Total Assets BOY	446759237	TotalAssetsBOY
Total Assets EOY	474197981	TotalAssetsEOY
Total Liabilities BOY	111588852	TotalLiabilitiesBOY
Total Liabilities EOY	111727179	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	335170385	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	362470802	NetAssetsOrFundBalancesEOY
Mission Description	Education	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	126166701	Expense
Grants	36260064	Grants
Revenue	120914101	Revenue
Description	The only national independent undergraduate liberal arts college in Western Washington, Puget Sound serves 2,600 students from 48 states and 20 countries, who choose from 1,200 classes in more than 50 major areas of study in the arts, sciences, humanities, and social sciences, including graduate programs in education, occupational therapy, and physical therapy. The college maintains a student-faculty ratio of 11:1 and places an emphasis on excellence in teaching. Faculty awards include six Washington state professors of the year from the Carnegie Foundation. A rigorous residential college, Puget Sound provides a full range of services designed to support the academic experience, including athletics, study abroad, community service, and leadership opportunities. Globally focused, Puget Sound actively seeks and supports diversity in its students, faculty, and staff, and fosters lifelong relationships with its alumni.	Description
Total Of Other Program Service Exp	0	TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt	0	TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev	0	TotalOfOtherProgramServiceRev
Total Program Service Expense	126166701	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	1	LobbyingActivities
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	1	CollectionsOfArt
Credit Counseling	1	CreditCounseling
Term Or Permanent Endowments	1	TermOrPermanentEndowments
Balance Sheet Amounts Reported	1	BalanceSheetAmountsReported
Independent Audit Financial Stmt	0	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	1	ConsolidatedAuditFinancialStmt
School	1	School
Foreign Office	1	ForeignOffice
Foreign Activities	1	ForeignActivities
More Than5000 K To Organizations	1	MoreThan5000KToOrganizations
More Than5000 K To Individuals	1	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	1	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	1	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	1	TaxExemptBonds
Invest Tax Exempt Bonds	0	InvestTaxExemptBonds
Escrow Account	0	EscrowAccount
On Behalf Of Issuer	0	OnBehalfOfIssuer
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	1	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	1	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	1	DeductibleNonCashContributions
Deductible Contributions Of Art	1	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	1	DisregardedEntity
Related Entity	1	RelatedEntity
Related Org Controlled Entity	1	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	3854	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	2892	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	1	UnrelatedBusinessIncome
Form990-T Filed	1	Form990-TFiled
Foreign Financial Account	1	ForeignFinancialAccount
Name Of Foreign Country	FR	NameOfForeignCountry
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Nbr Voting Governing Body Members	33	NbrVotingGoverningBodyMembers
Number Independent Voting Members	30	NumberIndependentVotingMembers
Family Or Business Relationship	1	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	0	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
States Where Copy Of Return Is Filed	MA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MD	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	ME	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MI	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	NH	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	OR	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	WA	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	Janet S Hallman	NamePerson
Telephone Number	2538798620	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	Associate VP/Controller	AddressLine1
Address Line2	1500 N Warner St CMB 1075	AddressLine2
City	Tacoma	City
State	WA	State
ZIP Code	984161075	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (46 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Highest Compensated EmployeeHighestCompensatedEmployee
Carl G Behnke
Board Member	2.3	X	0	0	0
Richard M Brooks '82
Board Vice Chair	2.3	X	0	0	0	X
William M Canfield '76 P'08
Board Member	2.3	X	0	0	0
Marvin H Caruthers P'02
Board Member	2.3	X	0	0	0
Bradbury F Cheney '82
Board Member	2.3	X	0	0	0
Michael J Corliss '82 P'13
Board Member	2.3	X	0	0	0
Lowell Daun '68
Board Member	2.3	X	0	0	0
Hillis S Dillon '84 JD '88
Board Member	2.3	X	0	0	0
Kathleen A Duncan '82
Board Member	2.3	X	0	0	0
Randolph C Foster '74
Board Member	2.3	X	0	0	0
Frederick W Grimm '78
Board Member	2.3	X	0	0	0
Matthew M Kelleher '79
Board Member	2.3	X	0	0	0
Thomas E Leavitt '71 JD '75 P'10
Board Member	2.3	X	0	0	0
Gwendolyn H Lillis P'05
Board Member	2.3	X	0	0	0
Eric Lindgren
Board Member	2.3	X	0	0	0
George E Matelich '78
Board Treasurer	2.3	X	0	0	0	X
William D McCormick P'97
Board Member	2.3	X	0	0	0
Kenneth C McGill '61
Board Member	2.3	X	0	0	0
William C Nelson '69
Board Member	2.3	X	0	0	0
Jill T Nishi '89
Board Member	2.3	X	0	0	0
Deanna W Oppenheimer '80 P'11
Board Chair	2.3	X	0	0	0	X
Wade H Perrow '73 P'02
Board Member	2.3	X	0	0	0
John C Pierce '65 P'94 P'97
Board Member	2.3	X	0	0	0
Robert C Pohlad P'07
Board Member	2.3	X	0	0	0
Allan D Sapp '78 P'10
Board Member	2.3	X	0	0	0
Robert T Shishido '72 P'09
Board Member	2.3	X	0	0	0
Gillian Neukom Toledo '94
Board Member	2.3	X	0	0	0
Barbara S Walker P'05 P'07
Board Member	2.3	X	0	0	0
Peter K Wallerich P'77
Board Vice Chair	2.3	X	0	0	0	X
William T Weyerhaeuser
Board Member	2.3	X	0	0	0
John A Whalley '64
Board Member	2.3	X	0	0	0
Kenneth W Willman '82
Board Member	2.3	X	0	0	0
Ronald R Thomas
President & Trustee	40	X	385471	0	146007	X
Kristine M Bartanen
Academic VP and Dean	40		196791	0	33013	X
David R Beers
VP for University Relations	40		208711	0	78952	X
Mary Elizabeth Collins
Executive Assistant	40		85898	0	16072	X
Katherine W Davis
AVP for Treasury	40		104233	0	17307	X
Janet S Hallman
Controller	40		105463	0	17944	X
George H Mills Jr
VP for Enrollment	40		171780	0	25274	X
Sherry B Mondou
VP for Finance and Admin	40		220560	0	45032	X
J Michael Segawa
Dean of Students	40		132650	0	20578	X
David N Balaam
Professor	40		267584	0	6964		X
Kenneth W Rousslang
Professor	40		195865	0	33012		X
Christine Kline
Professor	40		149850	0	13905		X
John M Hickey
AVP Business Servs	40		145621	0	19151		X
Carl DeCree
Professor	40		134625	0	8082		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	2505102	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	481293	TotalOtherCompensation
Number Individuals GT100 K	47	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
Sierra Construction Co
1990 144th Ave NE	Woodinville	WA	98072	Const supplies & services	4812012
Bohlin Cywinski Jackson
1932 1st Ave Ste 916	Seattle	WA	98101	Architectural services	1499307
Colorgraphics
PO Box 31001-1283	Pasadena	CA	91110	Printing supplies & serv	347377
DLR Group Inc
901 5th Ave Ste 700	Seattle	WA	98164	Project design services	342321
Long Painting Company
21414 68th Ave S	Kent	WA	98032	Painting supplies & serv	316210

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	66	NumberOfContractorsGT100K
Federated Campaigns	0	FederatedCampaigns
Membership Dues	0	MembershipDues
Fundraising Events	10680	FundraisingEvents
Related Organizations	0	RelatedOrganizations
Government Grants	2070445	GovernmentGrants
All Other Contributions	13073062	AllOtherContributions
Noncash Contributions	543049	NoncashContributions
Total Contributions	15154187	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	Education	Description
Business Code	611310	BusinessCode
Total Revenue Column	121391487	TotalRevenueColumn
Related Or Exempt Function Income	121391487	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Field	Value	IRS element (for citing)
Total Program Service Revenue	121391487	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	2480767	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$2,480,767	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	0	Real
Personal	0	Personal

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	0	Real
Personal	0	Personal

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	0	Real
Personal	0	Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	66548135	Securities
Other	59644	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	65313284	Securities
Other	59793	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	1234851	Securities
Other	-149	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	1234702	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$1,234,702	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	6009	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	9088	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	10817	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	-4808	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	-$4,808	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Gaming	2072	GrossIncomeGaming
Gaming Direct Expenses	3747	GamingDirectExpenses

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	-1675	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	-$1,675	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	0	GrossSalesOfInventory
Cost Of Goods Sold	0	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Unrelated Business RevenueUnrelatedBusinessRevenue	ExclusionExclusionAmount
Loss other endow invstmnt	900099	-477386	-477386	$0
Gain on insurance recovery	611310	278190	0	$278,190
Loss other investment	611310	-155926	0	-$155,926

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	-355122	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	139899538	TotalRevenueColumn
Related Or Exempt Function Income	121391487	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	-477386	UnrelatedBusinessRevenue
Exclusion	$3,831,250	ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	35875439	Total
Program Services	35875439	ProgramServices

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	384625	Total
Program Services	384625	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	2054083	Total
Program Services	543899	ProgramServices
Management And General	1156289	ManagementAndGeneral
Fundraising	353895	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	79722	Total
Program Services	55110	ProgramServices
Management And General	24612	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	45717348	Total
Program Services	37944928	ProgramServices
Management And General	6392811	ManagementAndGeneral
Fundraising	1379609	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	4818189	Total
Program Services	3998807	ProgramServices
Management And General	702815	ManagementAndGeneral
Fundraising	116567	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	6175938	Total
Program Services	4874475	ProgramServices
Management And General	1101575	ManagementAndGeneral
Fundraising	199888	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	3235806	Total
Program Services	2519464	ProgramServices
Management And General	599186	ManagementAndGeneral
Fundraising	117156	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	71602	Total
Management And General	71602	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	130947	Total
Management And General	130947	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	3416	Total
Management And General	3416	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	2135780	Total
Management And General	2135780	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	3712005	Total
Program Services	2701281	ProgramServices
Management And General	965988	ManagementAndGeneral
Fundraising	44736	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	1868681	Total
Program Services	1301470	ProgramServices
Management And General	394572	ManagementAndGeneral
Fundraising	172639	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	3253535	Total
Program Services	2637941	ProgramServices
Management And General	480451	ManagementAndGeneral
Fundraising	135143	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	1284233	Total
Program Services	1086249	ProgramServices
Management And General	163855	ManagementAndGeneral
Fundraising	34129	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	23267	Total
Program Services	21073	ProgramServices
Management And General	2194	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	4192853	Total
Program Services	1699569	ProgramServices
Management And General	2492440	ManagementAndGeneral
Fundraising	844	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	1893042	Total
Program Services	1634324	ProgramServices
Management And General	161855	ManagementAndGeneral
Fundraising	96863	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	266578	Total
Program Services	218157	ProgramServices
Management And General	40949	ManagementAndGeneral
Fundraising	7472	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	2744973	Total
Program Services	2633891	ProgramServices
Management And General	74476	ManagementAndGeneral
Fundraising	36606	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	10327671	Total
Program Services	8918072	ProgramServices
Management And General	1294774	ManagementAndGeneral
Fundraising	114825	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	671416	Total
Program Services	15692	ProgramServices
Management And General	655724	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
Allocation of plant O & M	0	9475127	-9561285	86158
Goods purchased for resale	4809584	4809584	0	0
Study abroad program expense	2687029	2687029	0	0
Membership dues	260239	105094	153025	2120

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	221738	Total
Program Services	25401	ProgramServices
Management And General	196233	ManagementAndGeneral
Fundraising	104	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	138899739	Total
Program Services	126166701	ProgramServices
Management And General	9834284	ManagementAndGeneral
Fundraising	2898754	Fundraising

Field	Value	IRS element (for citing)
Joint Costs	X	JointCosts

Total Joint Costs TotalJointCosts

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	5422498	BOY
EOY	12081526	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	37658178	BOY
EOY	39409033	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	17755662	BOY
EOY	14744525	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	4931304	BOY
EOY	1358488	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	16417193	BOY
EOY	16506334	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	684977	BOY
EOY	757097	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	3019374	BOY
EOY	3551369	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	224018474	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	70747242	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	153014408	BOY
EOY	153271232	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	110958946	BOY
EOY	124146337	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	90371921	BOY
EOY	98682087	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	384528	BOY
EOY	595428	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	6140248	BOY
EOY	9094525	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	446759237	BOY
EOY	474197981	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	13321357	BOY
EOY	16318964	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
EOY	21442	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	1946644	BOY
EOY	2542742	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	65154144	BOY
EOY	63694205	EOY

Escrow Account Liability EscrowAccountLiability

Field	Value	IRS element (for citing)
BOY	61523	BOY
EOY	131189	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	31105184	BOY
EOY	29018637	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	111588852	BOY
EOY	111727179	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	182896983	BOY
EOY	192467604	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	58318462	BOY
EOY	71241008	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	93954940	BOY
EOY	98762190	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	335170385	BOY
EOY	362470802	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	446759237	BOY
EOY	474197981	EOY

Field	Value	IRS element (for citing)
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited
Audit Committee	1	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
Federal Grant Audit Required	1	FederalGrantAuditRequired
Federal Grant Audit Performed	1	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School170b1 Aii	X	School170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbying

Field	Value	IRS element (for citing)
Filing Organizations Totals	0	FilingOrganizationsTotals

Total Direct Lobbying TotalDirectLobbying

Field	Value	IRS element (for citing)
Filing Organizations Totals	3416	FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	3416	FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	138896323	FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	138899739	FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

Field	Value	IRS element (for citing)
Filing Organizations Totals	1000000	FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

Field	Value	IRS element (for citing)
Filing Organizations Totals	250000	FilingOrganizationsTotals

Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx

Field	Value	IRS element (for citing)
Filing Organizations Totals	0	FilingOrganizationsTotals

Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx

Field	Value	IRS element (for citing)
Filing Organizations Totals	0	FilingOrganizationsTotals

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

Field	Value	IRS element (for citing)
Current Year Minus3	1000000	CurrentYearMinus3
Current Year Minus2	1000000	CurrentYearMinus2
Current Year Minus1	1000000	CurrentYearMinus1
Current Year	1000000	CurrentYear
Total	4000000	Total

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

Field	Value	IRS element (for citing)
Current Year Minus3	228	CurrentYearMinus3
Current Year Minus2	235	CurrentYearMinus2
Current Year Minus1	242	CurrentYearMinus1
Current Year	3416	CurrentYear
Total	4121	Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

Field	Value	IRS element (for citing)
Current Year Minus3	250000	CurrentYearMinus3
Current Year Minus2	250000	CurrentYearMinus2
Current Year Minus1	250000	CurrentYearMinus1
Current Year	250000	CurrentYear
Total	1000000	Total

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmount

Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures

Field	Value	IRS element (for citing)
Current Year Minus3	0	CurrentYearMinus3
Current Year Minus2	0	CurrentYearMinus2
Current Year Minus1	0	CurrentYearMinus1
Current Year	0	CurrentYear
Total	0	Total

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	SchC_P2A_S00_L01c	Identifier
Return Reference	Schedule C, Part II-A, Line 1c	ReturnReference
Explanation	In addition to the lobbying amounts reported on line 1c, the university paid $78,193 in membership dues to organizations that may have preformed lobbying activities on behalf of its membership. These organizations are 501(c)(3) organizations which are exempt under section 6033(e) from having to report to its membership the portion of dues that are allocable to political or lobbying activities. As such, the university does not have this information to report on this return.	Explanation

Schedule D IRS990ScheduleD

Art Public Exhibition Amts ArtPublicExhibitionAmts

Field	Value	IRS element (for citing)
Revenues Included	0	RevenuesIncluded
Assets In Part X	534837	AssetsInPartX

Held Works Of Art Amts HeldWorksOfArtAmts

Field	Value	IRS element (for citing)
Revenues Included	0	RevenuesIncluded
Assets In Part X	0	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
Collect Used For Loan Or Exch Prgrms	X	CollectUsedForLoanOrExchPrgrms

Collection Used For Other CollectionUsedForOther

Field	Value	IRS element (for citing)
Collection Used For Other Purposes	X	CollectionUsedForOtherPurposes
Description Of Other Purposes	Teaching material and curricula to K-12	DescriptionOfOtherPurposes

Field	Value	IRS element (for citing)
Solicited Assets For Sale	0	SolicitedAssetsForSale
Agent Trustee Etc	0	AgentTrusteeEtc
Included On FS	1	IncludedOnFS

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	195505393	BeginningOfYearBalance
Contributions	7418474	Contributions
Investment Earnings Or Losses	28616915	InvestmentEarningsOrLosses
Grants Or Scholarships	5580841	GrantsOrScholarships
Other Expenditures	5853911	OtherExpenditures
Administrative Expenses	2415363	AdministrativeExpenses
End Of Year Balance	217690667	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	244480093	BeginningOfYearBalance
Contributions	6736634	Contributions
Investment Earnings Or Losses	-42356476	InvestmentEarningsOrLosses
Grants Or Scholarships	4945674	GrantsOrScholarships
Other Expenditures	6005976	OtherExpenditures
Administrative Expenses	2403208	AdministrativeExpenses
End Of Year Balance	195505393	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.377	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.621	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.002	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	1	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	0	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	133500	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	10464139	OtherCostOrOtherBasis
Book Value	10597639	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	1050000	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	176637698	OtherCostOrOtherBasis
Depreciation	60426007	Depreciation
Book Value	117261691	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	0	OtherCostOrOtherBasis
Depreciation	0	Depreciation
Book Value	0	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	17408716	OtherCostOrOtherBasis
Depreciation	7781765	Depreciation
Book Value	9626951	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	18324421	OtherCostOrOtherBasis
Depreciation	2539470	Depreciation
Book Value	15784951	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	153271232	TotalOfBookValueLandBuildings

Other Securities OtherSecurities (6 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
Endowment hedge funds	46827178	F
Endowment private equity	17550219	F
Endowment private real estate LPs & REITS	13442913	F
Endowment natural resources LPs	11485553	F
Endowment trusts with external trustees	1675298	F
Investment in subsidiary	7700926	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	98682087	TotalOfBookValueSecurities

Other Assets OtherAssets (2 entries)

DescriptionDescription	Book ValueBookValue
Assets restricted for investment in campus facilities	7468591
Beneficial interest in outside trusts	1625934

Field	Value	IRS element (for citing)
Total Book Value Other Assets	9094525	TotalBookValueOtherAssets
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescription	AmountAmount
Government advances for student loans	$13,514,845
Unrealized loss on interest rate swaps	$10,960,554
Liabilities under split-interest agreements	$2,784,880
Asset retirement obligation	$1,570,785
Capital lease obligations	$187,573

Field	Value	IRS element (for citing)
Total Of Amounts	29018637	TotalOfAmounts
Total Revenue	139899538	TotalRevenue
Total Expenses	138899739	TotalExpenses
Excess Or Deficit For Year	999799	ExcessOrDeficitForYear
Net Unrealized GL On Investments	24413388	NetUnrealizedGLOnInvestments
Donated Services And Facilities	0	DonatedServicesAndFacilities
Investment Expenses	0	InvestmentExpenses
Prior Period Adjustments	0	PriorPeriodAdjustments
Other	$3,365,123	OtherAmount
Total Adjustments	27778511	TotalAdjustments
Excess Or Deficit Per FS	28778310	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	131169069	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	24413388	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	0	DonatedSrvcAndUseOfFacilities
Recoveries Of Prior Year Grants	0	RecoveriesOfPriorYearGrants
Other Revenues	-30743058	OtherRevenues
Revenue Not Rptd F990	-6329670	RevenueNotRptdF990
Revenue Subtotal	137498739	RevenueSubtotal
Investment Expenses Not Included	2132054	InvestmentExpensesNotIncluded
Other Revenues Not Included	268745	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	2400799	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	139899538	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	102390759	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	0	DonatedServicesUseOfFacilities
Prior Year Adjustments	0	PriorYearAdjustments
Losses Reported	0	LossesReported
Other Expenses Included	1433622	OtherExpensesIncluded
Expenses Not Rptd F990	1433622	ExpensesNotRptdF990
Expenses Subtotal	100957137	ExpensesSubtotal
Investment Expenses Not Included2	2132054	InvestmentExpensesNotIncluded2
Other Expenses Not Included	35810548	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	37942602	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	138899739	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (9 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SchD_P03_S00_L04	Schedule D, Part III, Line 4	The Slater Museum of Natural History: The Slater Museum of Natural History, which is located on the university's campus in Thompson Hall, provides one of the region's significant repositories for bird, mammal, reptile, amphibian and plant specimens from the Pacific Northwest. The museum serves as resource for students, researchers, artists and educators alike. The museum plays a significant role in the university's biology program and is used by schools throughtout the south Puget Sound area. Planned improvements to the museum will further strengthen the museum's role as a resource for community groups, to provide eductational programming, offer museum-based excursions, and support research initiatives. The Collins Memorial Library: The unique collections of the Collins Memorial Library cover a broad range of topics, formats and periods. The library's many unique materials include artists' books, manuscript collections, photographs, rare books, and materials that document local and regional history and art. The collections provide educational and research resources for students, faculty, and staff and support the university's commitment to teaching, learning, civic engagement and diversity.
SchD_P04_S00_L02b	Schedule D, Part IV, Line 2b	The university receives scholarship and fellowship funds from unrelated granting organizations and awards them to specific, named students as directed by the granting organizations. The university also acts as custodian for the funds of service organizations in which students, faculty, or staff participate. These organizations are legally separate from the university and are funded from sources independent of the university.
SchD_P05_S00_L04	Schedule D, Part V, Line 4	The university's endowment includes donor-restricted endowment and funds designated by the Board of Trustees to function as endowment (quasi-endowment). The university's donor-restricted endowment was created through the generosity of generations of donors who requested that their gifts be invested for a period of time or in perpetuity to provide resources to support the university's mission. The university's quasi-endowment was created by the Board of Trustees through their designation of unrestricted bequests and careful stewardship of other unrestricted resources. The purpose of the endowment is to provide ongoing financial support for the university's annual operations. The university recognizes that support for current operations must be consistent with the long-term growth of the endowment. Over time the university's goal is to grow the endowment through careful investment and through the addition of new gifts, while providing steadily growing support to university programs across generations.
SchD_P10_S00_L00	Schedule D, Part X	The university had no unrecognized tax benefits that would have required an adjustment to its net assets, and no unrecognized tax benefits, at July 1, 2009, or at June 30, 2010. In general the university is no longer subject to U.S. federal and state income tax examinations by tax authorities before its fiscal year ended June 30, 2005.
SchD_P11_S00_L08	Schedule D, Part XI, Line 8	Actuarial adjustments and other changes ($1,419,058),investment gain from subsidiary $1,478,893, and gain on revaluation of asset retirement obligations $3,305,288
SchD_P12_S00_L02d	Schedule D, Part XII, Line 2d	Investment gain from subsidiary $1,762,202, student financial aid ($35,810,548), and gain on revaluation of asset retirement obligation $3,305,288
SchD_P12_S00_L04b	Schedule D, Part XII, Line 4b	Investment loss of subsidiary $283,309 and fundraising and gaming expenses ($14,564)
SchD_P13_S00_L02d	Schedule D, Part XIII, Line 2d	Actuarial adjustments and other changes $1,419,058 and fundraising and gaming expenses $14,564
SchD_P13_S00_L04b	Schedule D, Part XIII, Line 4b	Student financial aid $35,810,548

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	1	NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc	1	PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media	1	PolicyPublViaBroadcastMedia
Pub Via Broadcast Media Expln	The university publishes its nondiscriminatory policy toward students annually in a newspaper under guidelines set forth in Rev. Proc 75-50, 1975-2 C.B. 587 Section 4.03. The university also includes this nondiscriminatory statement in publications dealing with student admissions, programs, and scholarships.	PubViaBroadcastMediaExpln
Maint Racial Composition Records	1	MaintRacialCompositionRecords
Maint Scholarships Records	1	MaintScholarshipsRecords
Maint Copies Of Brochures Etc	1	MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations	1	MaintCopiesOfAllSolicitations
Discriminate Race Students Rights	0	DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies	0	DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty	0	DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships	0	DiscriminateRaceScholarships
Discriminate Race Educ Policies	0	DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog	0	DiscriminateRaceAthleticProg
Discriminate Race Other Acty	0	DiscriminateRaceOtherActy
Government Financial Aid Received	1	GovernmentFinancialAidReceived
Government Financial Aid Revoked	0	GovernmentFinancialAidRevoked
Govt Financial Aid Explanation	The university receives funding from the federal goverment to support student workstudy and financial aid including: Federal Work-Study Program, Federal Pell Grant Program, Academic Competitiveness Grants, National Science and Mathematics Access to Retain Talent (SMART) Grants, Teacher Education Assistance for College and Higher Education (TEACH) Grants, Federal Supplemental Education Opportunity Grants, and Federal Perkins Loan Program. Federal research grants have also been received directly or indirectly from the following federal agencies: National Science Foundation and National Aeronautics and Space Administration, National Endowment for the Humanities, Dapratment of Health and Human Services/National Institutes of Health, Department of Commerce/National Oceanic and Atmospheric Administration. Other grants received from federal agencies include: Institute of Museum and Library Services and U.S. Department of Education.	GovtFinancialAidExplanation
Compliance With Rev Proc7550	1	ComplianceWithRevProc7550

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	1	GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (15 entries)

RegionRegion	Number Of OfficesNumberOfOffices	Number Of EmployeesNumberOfEmployees	Type Of Activities ConductedTypeOfActivitiesConducted	Total ExpendituresTotalExpenditures	Specific Services ProvidedSpecificServicesProvided
Central America and the Caribbean	0	0	Grantmaking	35775
East Asia and the Pacific	0	0	Grantmaking	58272
Europe (including Iceland and Greenland)	0	0	Grantmaking	162711
North America (including Canada and Mexico, but not the United States)	0	0	Grantmaking	20100
Sub-Saharan Africa	0	0	Grantmaking	26965
South America	0	0	Grantmaking	6000
North America (including Canada and Mexico, but not the United States)	0	0	Grantmaking	74802
Europe (including Iceland and Greenland)	1	1	Program Services	169474	Study Abroad Program
South America	0	0	Program Services	20378	Study Tour
East Asia and the Pacific	0	0	Program Services	18951	Study Tour
East Asia and the Pacific	0	0	Program Services	33094	Faculty travel to conferences and professional meetings
Europe (including Iceland and Greenland)	0	0	Program Services	24309	Faculty travel to conferences and professional meetings
North America (including Canada and Mexico, but not the United States)	0	0	Program Services	12961	Faculty travel to conferences and professional meetings
South America	0	0	Program Services	1528	Faculty travel to conferences and professional meetings
Central America and the Caribbean	0	0	Investments

Field	Value	IRS element (for citing)
Total Number Of Offices	1	TotalNumberOfOffices
Total Number Of Employees	1	TotalNumberOfEmployees
Total Amount Spent	665320	TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS

Field	Value	IRS element (for citing)
Region	North America (including Canada and Mexico, but not the United States)	Region
Purpose Of Grant	Research	PurposeOfGrant
Amount Of Cash Grant	74802	AmountOfCashGrant
Manner Of Cash Disbursement	Check	MannerOfCashDisbursement

Field	Value	IRS element (for citing)
Total Number Of501c3 Orgs	1	TotalNumberOf501c3Orgs
Total Number Of Other Orgs	0	TotalNumberOfOtherOrgs

Grants To Ind Outside US GrantsToIndOutsideUS (7 entries)

Type Of AssistanceTypeOfAssistance	RegionRegion	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant	Manner Of Cash DisbursementMannerOfCashDisbursement
Financial aid grants posted to each student's Puget Sound account when students were studying abroad that term	Central America and the Caribbean	4	35775	Aid posted to student account held at the university
Financial aid grants posted to each student's Puget Sound account when students were studying abroad that term	East Asia and the Pacific	6	40455	Aid posted to student account held at the university
Financial aid grants posted to each student's Puget Sound account when students were studying abroad that term	Europe (including Iceland and Greenland)	21	162711	Aid posted to student account held at the university
Financial aid grants posted to each student's Puget Sound account when students were studying abroad that term	North America (including Canada and Mexico, but not the United States)	3	20100	Aid posted to student account held at the university
Financial aid grants posted to each student's Puget Sound account when students were studying abroad that term	Sub-Saharan Africa	2	26965	Aid posted to student account held at the university
Financial aid grants posted to each student's Puget Sound account when students were studying abroad that term	South America	2	6000	Aid posted to student account held at the university
Fellowship grant posted to student's Puget Sound account when student was studying abroad that term	East Asia and the Pacific	1	17817	Wire Transfer

Form990 Schedule F Part IV Form990ScheduleFPartIV (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SchF_P01_S00_L02	Schedule F, Part I, Line 2	Student financial aid grants - All students seeking need based financial assistance are required to complete the FAFSA. Eligibility, or need, is determined through federal methodology and resulting Expected Family Contribution as set against standard cost of attendance. Need based aid is awarded based on federal and/or state eligibility requirements and institutional aid is awarded according to institutional policy. Amounts of aid awarded are in compliance with governing regulations or institutional policy. In compliance with Title IV regulations, total aid from all sources cannot exceed need or the annual cost of attendance, whichever is less. Institutional policy prohibits institutional aid from exceeding the total cost of tuition, regardless of the level of need. Aid awards are posted to student accounts as an offset to semester charges. Institutional policy prohibits the release or refund of aid to students unless total charges for the semester have been paid.
SchF_P01_S00_L03	Schedule F, Part I, Line 3	The university's financial statements are accounted for on an accrual basis of accounting. As such, the expenditures reported by region in column (f) are accounted for on an accrual basis and do not include expenditures that were accrued in a prior reporting period. Under the university's current accounting procedure, indirect and direct expenses associated with certain activities outside the United States are not separately tracked and are therefore not included in column (f).
SchF_P03_S00_L00	Schedule F, Part III	The number of recipients reported in column (c) were actual numbers obtained from the university's Student Financial Services. This department keeps a record of cash grants and the recipients.

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	Auction	NameOfEvent1
Gross Receipts Event1	6234	GrossReceiptsEvent1
Charitable Contributions Event1	4338	CharitableContributionsEvent1
Gross Revenue Event1	1896	GrossRevenueEvent1
Cash Prizes Event1	0	CashPrizesEvent1
Non Cash Prizes Event1	2075	NonCashPrizesEvent1
Rent Facility Costs Event1	0	RentFacilityCostsEvent1
Food And Beverage Event1	956	FoodAndBeverageEvent1
Entertainment Event1	0	EntertainmentEvent1
Other Direct Expenses Event1	862	OtherDirectExpensesEvent1
Name Of Event2	Golf Tournament	NameOfEvent2
Gross Receipts Event2	7698	GrossReceiptsEvent2
Charitable Contributions Event2	4750	CharitableContributionsEvent2
Gross Revenue Event2	2948	GrossRevenueEvent2
Cash Prizes Event2	0	CashPrizesEvent2
Non Cash Prizes Event2	0	NonCashPrizesEvent2
Rent Facility Costs Event2	4260	RentFacilityCostsEvent2
Food And Beverage Event2	1345	FoodAndBeverageEvent2
Entertainment Event2	0	EntertainmentEvent2
Other Direct Expenses Event2	1093	OtherDirectExpensesEvent2
Total Number Of Other Events	0	TotalNumberOfOtherEvents
Gross Receipts Total	13932	GrossReceiptsTotal
Charitable Contributions Total	9088	CharitableContributionsTotal
Gross Revenue Total Events	4844	GrossRevenueTotalEvents
Cash Prizes Total Events	0	CashPrizesTotalEvents
Non Cash Prizes Total Events	2075	NonCashPrizesTotalEvents
Rent Facility Costs Total Events	4260	RentFacilityCostsTotalEvents
Food And Beverage Total Events	2301	FoodAndBeverageTotalEvents
Entertainment Total Events	0	EntertainmentTotalEvents
Other Direct Expenses Total Events	1955	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	10591	DirectExpenseSummaryEvents
Net Income Summary	-5747	NetIncomeSummary

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	1	RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)

Type Of GrantTypeOfGrant	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant
Student Financial Aid Grants	2607	35555072
Student Research Grants	154	223930
Faculty Research Grants	24	26090
Other Student Grants and Allocations	260	78897

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	SchI_P01_S00_L02	Identifier
Return Reference	Schedule I, Part I, Line 2	ReturnReference
Explanation	Student Financial Aid Grants - All students seeking need based financial asistance are required to complete the FAFSA. Eligibility, or need, is determined through federal methodology and resulting Expected Family Contribution as set against standard cost of attendance. Need based aid is awarded based on federal and/or state eligibility requirements and institutional aid is awarded according to institutional policy. Amounts of aid awarded are in compliance with governing regulations or institutional policy. In compliance with Title IV regulations, total aid from all sources cannot exceed need or the annual cost of attendance, whichever is less. University policy prohibits institutional aid from exceeding the total cost of tuition, regardless of the level of need. Aid awards are posted to student accounts as an offset to semester charges. University policy prohibits the release or refund of aid to students unless total charges for the semester have been paid. Research Grants - Research grants awarded to students and faculty are made in accordance with established written criteria and eligibility guidelines. Proposal applications are reviewed and awards are granted based on the quality, feasibility, and merits of the research proposed. Student grant awards are generally paid by check and faculty grant awards are transferred to an institutional account from which funds are drawn in reimbursement of actual expenditures which must be substantiated. All research grants require a final report and faculty research grants additionally require a financial accounting. Other Student Grants and Allocations - This includes awards, prizes, and other payments to students in recognition of academic achievements.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	X	FirstClassOrCharterTravel
Housing Allowance Or Residence	X	HousingAllowanceOrResidence
Written Policy Re T And E Expenses	1	WrittenPolicyReTAndEExpenses
Substantiation Required	1	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	0	SeverancePayment
Supplemental Nonqual Retire Plan	1	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	0	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	0	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	0	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	0	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	0	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)

Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Kristine M Bartanen
194937	0	0	0	1855	0	28173	0	5578	0	230543	0	0	0
David R Beers
207211	0	0	0	1500	0	39777	0	39948	0	288436	0	0	0
George H Mills Jr
170280	0	0	0	1500	0	20434	0	5495	0	197709	0	0	0
Sherry B Mondou
219060	0	0	0	1500	0	40192	0	5654	0	266406	0	0	0
J Michael Segawa
131150	0	0	0	1500	0	15738	0	5386	0	153774	0	0	0
Ronald R Thomas
382486	0	0	0	2985	0	141167	0	16428	0	543066	0	0	0
David N Balaam
46281	0	0	0	221303	0	6214	0	933	0	274731	0	0	0
Kenneth W Rousslang
0	0	0	0	195865	0	0	0	33012	0	228877	0	0	0
Christine Kline
78801	0	0	0	71049	0	9569	0	4536	0	163955	0	0	0
John M Hickey
144170	0	0	0	1451	0	17226	0	2398	0	165245	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SchJ_P01_S00_L01a	Schedule J, Part I, Line 1a	First-class or charter travel: The president is the only position reported in Form 990, Part VII for which the university paid or reimbursed business or first-class travel. The university did not utilize chartered flights for air travel. Extensive travel is required of the position of president and s/he is encouraged by the Board of Trustees to travel business or first class on flights of two hours or more. This provision is made for several reasons: (1) business or first-class travel allows for the most flexibility to accommodate a travel schedule that must frequently be altered, often at the last minute to accommodate donors' schedules, add critical meetings, or to take advantage of other strategic opportunities for the university; (2) circumstances sometimes call for the president to return to campus without notice, or to remain on campus when a trip was planned, and first or business-class travel best accommodates these changing conditions; and (3) the Board of Trustees wishes the president to be at his or her best performance representing and seeking funding for the university during often grueling travel itineraries for meetings frequently critical to the institution's well-being. Housing allowance or residence for personal use: The president is required to live on campus in the university-owned president's residence where he regularly holds university events. Because the president accepts this requirement as a condition of employment, the residence is on university premises, and it is provided for the convenience of the university, under IRS rules it is not taxable to the president. As required by IRS Form 990 instructions, the value of the portion of the residence used by the president for living quarters has been estimated and is included in the amounts reported in Form 990, Part VII, Column F; and in Form 990, Schedule J, Part II, Column D. The university owns several houses on campus that are used for qualified campus lodging. Faculty and staff members who rent these houses typically pay adequate rent as defined in IRS Publication 525. Occasionally, faculty or staff pay rent amounts that are below adequate rent and the difference is included in their taxable compensation as reported on their IRS Form W-2. Carl Decree's compensation amount reported on Form 990, Part VII, Column D includes such an amount. No person reported in Form 990, Part VII receives a housing allowance.
SchJ_P01_S00_L04	Schedule J, Part I, Line 4	Persons who participated in a supplemental nonqualified retirement plan, including a reasonable estimate of their potential share of the increase in actuarial value of the faculty early retirement and career change plan and the postretirement medical plan: Ronald R Thomas ($111,767), Sherry B Mondou ($12,952), David R Beers ($14,318), Kristine M Bartanen ($4,200). Persons who received payment from a supplemental nonqualified retirement plan: David N Balaam ($221,303), Kenneth W Rousslang ($200,430), Christine Kline ($73,311)

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Business Name Line2IssuerName/BusinessNameLine2	Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer
Washington Higher Education Facilities Authority
(WHEFA)	911306482	939781WU0	2006-06-30	30000000	Finance the contruction and renovation of campus facilities	0	0
Washington Higher Education Facilities Authority
(WHEFA)	911306482	939781WT3	2006-06-30	22360966	To advance refund outstanding WHEFA revenue bonds	0	0

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Total ProceedsTotalProceeds	Amount In Reserve FundAmountInReserveFund	Amount DefeasedAmountDefeased	Amount UnspentAmountUnspent	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Working Capital ExpendituresWorkingCapitalExpenditures	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
0	0	0	0	0	0	0	2008	0	0	1	1
0	0	0	0	0	0	0	2001	0	1	1	1

Form990 Schedule K Part III Form990ScheduleKPartIII

Field	Value	IRS element (for citing)
Owning Bond Financed Property	0	OwningBondFinancedProperty
Any Lease Arrangements	0	AnyLeaseArrangements
Mngment Cntrct Bond Financd Prprty	0	MngmentCntrctBondFinancdPrprty
Any Research Agreements	1	AnyResearchAgreements
Bond Counsel Routinely Engaged	1	BondCounselRoutinelyEngaged
Prcntge Prvt Business Use By Others	0.00	PrcntgePrvtBusinessUseByOthers
Percentage Of Prvt Business Re UBI	0	PercentageOfPrvtBusinessReUBI
Total Private Business Use	0.00	TotalPrivateBusinessUse
Post Issuance Compliance Procdrs	1	PostIssuanceComplianceProcdrs

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	Business Name Line1NameOfGICProvider/BusinessNameLine1	Term Of GICTermOfGIC	Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied	Gross Proceeds InvestedGrossProceedsInvested	Exception To RebateExceptionToRebate
Bank of NY Mellon
0	1	1	30.3	1	Trinity Plus Funding Company LLC	2.1	1	0	1
Bank of NY Mellon
0	1	1	22.5	0				0	0

Schedule L IRS990ScheduleL

Form990 Schedule L Part III Form990ScheduleLPartIII (3 entries)

Name Of Interested PersonNameOfInterestedPerson	Relationship With OrganizationRelationshipWithOrganization	Type Of AssistanceTypeOfAssistance
Student financial assistance	Student financial assistance	$3,000 Merit scholarship
Student financial assistance	Student financial assistance	$4,500 Research grants
Student financial assistance	Student financial assistance	$1,000 Travel grants

Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
Nancy Beers
Family member of nontrustee officer employed by the university as Admission Receptionist	36265	Compensation	0
Mary Thomas
Family member of officer employed by the university as Special Associate to the Chair of the Board	24612	Compensation	0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	2	NumberOfContributions
Noncash Contribs Rptd F990	71200	NoncashContribsRptdF990
Method Of Determining Revenues	Estimated FMV	MethodOfDeterminingRevenues

Clothing And Household Goods ClothingAndHouseholdGoods

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Noncash Contribs Rptd F990	1049	NoncashContribsRptdF990
Method Of Determining Revenues	Estimated FMV	MethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	43	NumberOfContributions
Noncash Contribs Rptd F990	411803	NoncashContribsRptdF990
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)

Non Cash CheckboxNonCashCheckbox	DescriptionDescription	Number Of ContributionsNumberOfContributions	Noncash Contribs Rptd F990NoncashContribsRptdF990	Method Of Determining RevenuesMethodOfDeterminingRevenues
X	Equip & supplies	20	50928	Estimated FMV
X	Gift certificates	79	7770	Value of certificates
X	Event tickets	2	300	Value of tickets

Field	Value	IRS element (for citing)
Number Of8283 Received	0	NumberOf8283Received
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	1	ReviewProcessUnusualNCGifts
Third Parties Used	1	ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SchM_P01_S00_L00	Schedule M, Part I	Column B: The number of contributions represents a combination of the number of items received and the number of contributions received. For publicly traded secruities, the number represents each gift of stock and not the number of shares received.
SchM_P01_S00_L32b	Schedule M, Part I, Line 32b	The university utilizes third parties, such as brokers, auctioneers, or dealers, to assist in cost-effective liquidation of gifts of securites and real and tangible property, as appropriate, and to maximize the net gift received. The university has no related organizations that perform this function.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
F990_P06_S0A_L02	Form 990, Part VI, Section A, Line 2	1.Michael J Corliss, Board member and Carl G Behnke, Board Member, business relationships 2.Michael J Corliss, Board member and George E Matelich, Board Member, business relationships 3.Michael J Corliss, Board member and Matthew M Kelleher, Board Member, business relationships 4.Michael J Corliss, Board member and Robert C Pohlad, Board Member, business relationships 5.Carl G Behnke, Board member and George E Matelich, Board Member, business relationships
F990_P06_S0B_L11	Form 990, Part VI, Section B, Line 11	The preparation and review process for The University of Puget Sound's Form 990 and required schedules is designed to produce a complete and accurate return filed on time with the IRS. The Form 990 and required schedules are prepared by qualified staff from audited financial statement data or from data provided by university personnel responsible for preparing or maintaining such information. The Form 990 and required schedules are subjected to three levels of review before they are filed with the IRS. Two non-trustee financial officers, the controller, who is a CPA, and the chief financial officer, review the form and required schedules. The Form 990 and required schedules, along with interpretive commentary prepared by non-trustee financial officers, are provided to each voting member of the Board of Trustees (university's governing body). Any changes identified during review are made and confirmed by a non-trustee financial officer before the Form 990 and required schedules are filed with the IRS. The filed Form 990 and required schedules are reviewed annually by the Audit Committee of the Board of Trustees. Additionally, the Compensation Committee of the Board of Trustees conducts an annual review of compensation-related disclosures in the Form 990 and required schedules.
F990_P06_S0B_L12c	Form 990, Part VI, Section B, Line 12c	Annually non-trustee officers and the Board of Trustees meet compliance requirements with a Conflict of Interest questionnaire and the office of the Secretary of the Board of Trustees monitors and manages responses.
F990_P06_S0B_L15	Form 990, Part VI, Section B, Line 15	The university follows the rebuttable presumption of reasonableness procedures identified in Treasury Regulation section 53.4958-6, which require the following three conditions to be met: 1.All elements of compensation (compensation arrangements) are approved in advance by an authorized body which is the governing body, a committee of the governing body or other parties authorized by the governing body of the organization who do not have a conflict of interest with respect to the compensation arrangements. 2.Prior to making the determination, the authorized body obtains and relies upon appropriate data as to comparability. 3.The authorized body adequately documents the basis for its determination regarding compensation arrangements concurrently with making the decision. The procedures were used in determining the fiscal year 2009-2010 compensation of the president (CEO), other officers or key employees. This process is regularly undertaken for each such person anytime his/her compensation changes.
F990_P06_S0C_L19	Form 990, Part VI, Section C, Line 19	The governing documents and conflict of interest policy will be available upon request subject to approval by the Chair of the Board of Trustees. The financial statements of the university are available on the website and a paper format is available upon request.
F990_P07_S0A_L01a	Form 990, Part VII, Section A, Line 1a	Column (B) Average hours per week: 40 hours reflect a full-time position; typically actual hours significantly exceed 40. Column (D) Reportable compensation from the organization: Compensation reported for David N Balaam includes early retirement benefits. Compensation reported for Kenneth W Rousslang includes early retirement benefits. Compensation reported for Christine Kline includes early retirement benefits. Compensation reported for Carl DeCree includes transition compensation. Column (F) Estimated amount of other compensation from the organization: Benefits reported for David R Beers include dependent tuition benefits. Benefits reported for Kenneth W Rousslang include dependent tuition benefits and post-retirement medical benefits. Benefits reported for Christine Kline include post-retirement medical benefits.

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	Rainier Heights Holdings LLC	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	600 University Street	AddressLine1
Address Line2	Suite 600	AddressLine2
City	Seattle	City
State	WA	State
ZIP Code	98101	ZIPCode

Field	Value	IRS element (for citing)
Primary Activities	Accept, manage and liquidate real estate	PrimaryActivities
Legal Domicile State	WA	LegalDomicileState
Total Income	0	TotalIncome
EOY Assets	381452	EOYAssets
Direct Controlling Entity NA	N/A	DirectControllingEntityNA

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	Northwest Academic Computing Consortium Inc	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	3203 SE Woodstock Blvd STE 326	AddressLine1
City	Portland	City
State	OR	State
ZIP Code	972028199	ZIPCode

Field	Value	IRS element (for citing)
EIN	841172799	EIN
Primary Activities	Develop and use advanced technology	PrimaryActivities
Legal Domicile State	OR	LegalDomicileState
Exempt Code Section	501(c)(3)	ExemptCodeSection
Public Charity Status	11e Type 1	PublicCharityStatus
Direct Controlling Entity NA	N/A	DirectControllingEntityNA

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

Field	Value	IRS element (for citing)
Business Name Line1	CVI GVF Holdings 13 Ltd	BusinessNameLine1

Address Foreign AddressForeign

Field	Value	IRS element (for citing)
Address Line1	PO Box 309GT Ugland House	AddressLine1
Address Line2	S Church St	AddressLine2
City	Georgetown	City
Country	CJ	Country
Postal Code	KY1-1104	PostalCode

Field	Value	IRS element (for citing)
Primary Activity	Hold endow invest	PrimaryActivity
Legal Domicile Foreign Country	CJ	LegalDomicileForeignCountry
Direct Controlling Entity NA	N/A	DirectControllingEntityNA
Type Of Entity	C	TypeOfEntity
Share Of Total Income	1762202	ShareOfTotalIncome
Share Of EOY Assets	8210623	ShareOfEOYAssets
Percentage Ownership	1	PercentageOwnership

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	0	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	1	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	0	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	0	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	0	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	0	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	0	ExchangeOfAssets
Rental Of Facilities To Other Orgs	0	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	0	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	0	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	0	PerformOfServicesByOtherOrgs
Sharing Of Facilities	0	SharingOfFacilities
Sharing Of Paid Employees	0	SharingOfPaidEmployees
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	0	OtherTransferToOtherOrg
Other Transfer From Other Org	0	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

Field	Value	IRS element (for citing)
Business Name Line1	CVI GVF Holdings 13 Ltd	BusinessNameLine1

Field	Value	IRS element (for citing)
Transaction Type	b	TransactionType
Amount Involved	1524950	AmountInvolved