2026-05-15T15:09:07-05:00 2025-06-30 911194016 CLARK NUBER PS 555 110TH AVE NE SUITE 700 BELLEVUE WA 98004 990 2024-07-01 910565553 SEATTLE PACIFIC UNIVERSITY SEAT 2062812066 3307 THIRD AVE W SEATTLE WA 981191997 CONNIE BONNER INTERIM VP FOR BUSINESS & FIN. 2062812066 2026-05-15 1 0 SARA ELIZABETH H JONES P00235495 4254544919 2026-05-15 2024 2025-03-06 01:10:19Z DEANA PORTERFIELD 3307 THIRD AVE W SEATTLE WA 981191997 143588350 0 X SPU.EDU X 1891 WA SEATTLE PACIFIC UNIVERSITY IS A CHRISTIAN UNIVERSITY FULLY COMMITTED TO ENGAGING THE CULTURE AND CHANGING THE WORLD BY GRADUATING PEOPLE OF COMPETENCE AND CHARACTER, BECOMING PEOPLE OF WISDOM, AND MODELING GRACE-FILLED COMMUNITY. 15 13 1459 79 107020 0 9084547 9008592 106504127 94345175 12343245 32517470 463427 452484 128395346 136323721 45506987 42772490 0 0 59504116 51814769 0 0 2013426 40677065 40484728 145688168 135071987 -17292822 1251734 346465858 321052996 109328188 99939427 237137670 221113569 X SEATTLE PACIFIC UNIVERSITY IS A CHRISTIAN UNIVERSITY FULLY COMMITTED TO ENGAGING THE CULTURE AND CHANGING THE WORLD BY GRADUATING PEOPLE OF COMPETENCE AND CHARACTER, BECOMING PEOPLE OF WISDOM, AND MODELING GRACE-FILLED COMMUNITY. 0 0 78054089 41662467 78438703 THE ACADEMIC PROGRAM SERVES 2,101 UNDERGRADUATE AND GRADUATE STUDENTS AT ITS MAIN SEATTLE CAMPUS AS WELL AS 747 STUDENTS IN CONTINUING EDUCATION CENTERS ACROSS WASHINGTON STATE. THE UNIVERSITY OFFERS 37 UNDERGRADUATE MAJORS AND 44 MINOR AREAS OF STUDY CARRIED OUT THROUGH THE COLLEGE OF ARTS AND SCIENCES AND THE SCHOOLS OF BUSINESS, GOVERNMENT AND ECONOMICS, EDUCATION, HEALTH SCIENCES, THEOLOGY, AND PSYCHOLOGY, FAMILY AND COMMUNITY. GRADUATE STUDIES INCLUDE 13 MASTER'S DEGREES AND 5 DOCTORAL PROGRAMS. 23051189 1110023 1929704 THE UNIVERSITY PROVIDES ACTIVITIES AND SERVICES TO 2,101 STUDENTS IN CO-CURRICULAR AND SUPPORT PROGRAMS WHILE ENGAGED IN THEIR ACADEMIC ACTIVITIES. THE UNIVERSITY ALSO PROVIDES PROGRAMS FOR MORE THAN 50,478 ALUMNI TO KEEP THEM ENGAGED WITH THE UNIVERSITY FOR YEARS TO COME. 16858622 12193709 STUDENT HOUSING AND DINING: AS OF FALL QUARTER 2024, HOUSING SERVICES ARE PROVIDED FOR 884 STUDENTS AND 724 STUDENTS TOOK PART IN THE UNIVERSITY MEAL PLANS. 1924957 1783059 PUBLIC SERVICES: THE UNIVERSITY OPERATES A CONFERENCE SERVICES PROGRAM AT ITS SEATTLE CAMPUS, PROVIDING A FACILITY FOR DIVERSE GROUPS OF NONPROFIT ORGANIZATIONS TO BUILD COMMUNITY AND PROVIDE EDUCATIONAL OPPORTUNITIES FOR THEIR CONSTITUENTS. THE UNIVERSITY OFFERS ALL THESE GROUPS A PLACE TO REFLECT, EXCEL, DISCOVER AND GROW. THIS YEAR THERE WERE 52 GROUPS THAT USED THESE FACILITIES. IN ADDITION, THE UNIVERSITY, THROUGH GRANT FUNDING, IS ALSO PARTNERING WITH VARIOUS CONGREGATIONS IN PROVIDING PARTICIPATION GRANTS FOR THE DEVELOPMENT OF THEIR YOUNG ADULT MINISTRIES. 1924957 1783059 119888857 1 1 0 1 0 0 1 0 0 1 1 0 0 0 1 1 0 1 1 0 1 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 1 0 0 1 4259 0 1 1459 1 1 1 0 0 0 0 0 1 1 0 0 0 0 0 X 15 13 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 WA AL AR CA FL GA HI IL IN KS KY MD MI MN MS NH NJ NM NY OR PA RI SC TN UT WI WY X DAVID FRENCH 2062812025 3307 THIRD AVE W SEATTLE WA 981191997 DEANA PORTERFIELD PRESIDENT 50.00 0.00 X X 362009 0 107284 DEAN KATO BOARD CHAIR 4.00 0.00 X X 0 0 0 JOEL HUSSEY BOARD VICE CHAIR 4.00 0.00 X X 0 0 0 MARK CEDERBORG BOARD SECRETARY 4.00 0.00 X X 0 0 0 LARRY BROWN BOARD TRUSTEE 1.00 0.00 X 0 0 0 HARVEY DRAKE BOARD TRUSTEE 1.00 0.00 X 0 0 0 DINA GONZALEZ-PINA BOARD TRUSTEE 1.00 0.00 X 0 0 0 DAVID GOODNIGHT BOARD TRUSTEE 1.00 0.00 X 0 0 0 KEITH HAMILTON BOARD TRUSTEE 1.00 0.00 X 0 0 0 KEVIN MANNOIA BOARD TRUSTEE 1.00 0.00 X 0 0 0 NGUEITA MEDARD BOARD TRUSTEE 1.00 0.00 X 0 0 0 GEORGE PARKER BOARD TRUSTEE 1.00 0.00 X 0 0 0 LARRY ROBERTS BOARD TRUSTEE 1.00 0.00 X 0 0 0 WENDY SEYFERT BOARD TRUSTEE 1.00 0.00 X 0 0 0 DEBORAH WILDS BOARD TRUSTEE 1.00 0.00 X 0 0 0 KIMBERLY SAWERS VP FOR BUSINESS & FINANCE 50.00 5.00 X 260495 0 32446 ALISSA MAHAR VP FOR BUSINESS & FINANCE 50.00 5.00 X 84625 0 17970 DOUGLAS TAYLOR VP FOR UNIVERSITY ADVANCEMENT 50.00 0.00 X 210261 0 32828 KENNETH CORNELL VP FOR ENROLLMENT MANAGEMENT & MARKETING 50.00 0.00 X 210207 0 27854 CYNTHIA BAUR VICE PROVOST FOR ACADEMIC AFFAIRS 50.00 0.00 X 206335 0 27779 JEFFREY JORDAN VP FOR STUDENT LIFE 50.00 0.00 X 192221 0 28874 KRISTEN BROWN CHIEF OF STAFF, SPECIAL ADVISOR TO THE PRESIDENT F 50.00 0.00 X 173487 0 21697 ROSS STEWART DEAN, BUSINESS GOVT & ECONOMICS 40.00 0.00 X 205920 0 27596 KATHLEEN TANGENBERG DEAN, SCHOOL OF PSYCHOLOGY, FAMILY, AND COMMUNITY 40.00 0.00 X 168786 0 30336 ERLA CHAMP-GIBSON INTERIM DEAN, SCHOOL OF NURSING 40.00 0.00 X 167206 0 24625 NYARADZO MVUDUDU DEAN, SCHOOL OF EDUCATION 40.00 0.00 X 155708 0 23953 TERRY WINN ASST VP OF HUMAN RESOURCES 40.00 0.00 X 154593 0 25779 2551853 0 429021 75 0 1 0 SODEXO INC & AFFILIATES 9801 WASHINGTON BLVD GAITHERSBURG MD 20878 CATERING 5996952 WRIGHT ROOFING PO BOX 9339 TACOMA WA 98490 CONSTRUCTION 943344 SYNERGY BUILDING SERVICES 13400 NE 70TH STREET STE 16 BELLEVUE WA 98005 CLEANING SERVICES 781517 SEATTLE PACIFIC FOUNDATION 3307 3RD AVE W SEATTLE WA 98119 INVESTMENT FEES 700000 LONG PAINTING 21414 - 68TH AVE S KENT WA 98032 MAINTENANCE 634877 25 120738 763422 2546723 5577709 481589 9008592 TUITION AND FEES 611310 78438703 78438703 STUDENT HOUSING AND DI 611310 12193709 12193709 PUBLIC SERVICE ACTIVIT 611310 1783059 1783059 ALL OTHER PROGRAM SERV 611310 1232002 1232002 SEMINARS AND EVENTS 611310 697702 697702 94345175 519580 519580 213223 739857 -526634 -526634 -526634 22241269 15867450 462393 5648436 21778876 10219014 31997890 31997890 1286041 413943 872098 872098 ACCOMMODATION 721000 107020 107020 107020 136323721 94345175 107020 32862934 42375261 42375261 397229 397229 2916133 1558170 1034141 323822 36967290 33242073 3322536 402681 2300632 2058315 208357 33960 6542703 5793062 667302 82339 3088011 2699609 340439 47963 292815 25749 267066 198447 198447 700000 700000 9551703 8538748 771160 241795 49774 42671 5501 1602 550391 354525 167351 28515 3017182 1200337 1791234 25611 4627 4627 11324392 10284862 1036657 2873 1417833 1346227 64708 6898 93526 88945 3709 872 2357201 2102011 231151 24039 6037816 5367968 608459 61389 1773342 371598 1401744 BAD DEBT 1542206 1542206 MISC TAXES LICENSES AND 126482 126482 INDIRECT COST CHARGES 106409 106409 CURRENT OTHER EXPENSES 75025 75025 1265557 191375 345115 729067 135071987 119888857 13169704 2013426 7272463 17903276 497752 500155 1693064 1087274 5826980 4607320 3399146 2641609 410567 326624 2315889 1797102 246355463 121603989 133851437 124751474 182358204 158186484 8618881 9203401 221475 48277 346465858 321052996 9824154 4961194 3114075 2815360 62324097 77322847 5359514 4501823 17720000 0 10986348 10338203 109328188 99939427 X 107207894 89106509 129929776 132007060 237137670 221113569 346465858 321052996 X 1251734 -16471055 -804780 X 0 1 X 1 1 1 X 11990298 15804567 9180023 9084547 9008592 55068027 11990298 15804567 9180023 9084547 9008592 55068027 1752308 53315719 5576224 6886149 6060825 744827 732803 20000828 75068855 607733398 0.71020 0.67860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 8427 0 0 0 8427 0 PART II-B, LINE 1: THE UNIVERSITY PAYS MEMBERSHIP DUES TO THE INDEPENDENT COLLEGES OF WASHINGTON. THIS AMOUNT REPRESENTS THE PORTION OF DUES ATTRIBUTED TO LOBBYING ACTIVITIES. X X 1 3000.00 0 0 0 1 0 1.00 0 1 0 0 162552249 867413 4197593 3898298 20199694 300000 143219263 162107932 2869141 11692078 3618773 9578209 919920 162552249 157684430 1383720 9821485 4361814 1536330 883559 162107932 169155266 -676768 -5276408 3549885 1367258 600517 157684430 121350742 1219634 51783069 3240933 1287233 670013 169155266 0.23127 0.34250 0.42623 0 1 1 17955567 21315667 39271234 4557293 179553104 102673583 81436814 9651349 7221461 2429888 13322483 11708945 1613538 124751474 ASSET RETIREMENT OBLIGATIONS 1267790 TRUST & ANNUITY OBLIGATIONS 4759051 LEASE OBLIGATION 48277 STUDENT DEPOSITS & PREPAID FEES 2747134 GOVERNMENT STUDENT LOAN PROGRAM 1515951 10338203 X PART II, LINE 9: THE UNIVERSITY HOLDS AN OPEN SPACE CONSERVATION EASEMENT ON A SMALL ISLAND IN THE PUGET SOUND OF WASHINGTON. SINCE IT HAS NO ACTIVITY, THE UNIVERSITY DOES NOT DISCLOSE THIS ON ITS FINANCIAL STATEMENTS. THE EASEMENT IS OBSERVED SEVERAL TIMES A YEAR. PART V, LINE 4: THE UNIVERSITY'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THESE ENDOWMENTS INCLUDE BOTH DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. DISTRIBUTIONS FROM ENDOWMENTS ARE PRIMARILY USED TO PROVIDE SCHOLARSHIP RESOURCES FOR STUDENTS ENROLLED AT THE UNIVERSITY. DISTRIBUTIONS ARE MADE IN ACCORDANCE WITH ANY APPLICABLE DONOR INSTRUCTIONS IN THE ENDOWMENT AGREEMENTS. PART X, LINE 2: THE UNIVERSITY FILES INCOME TAX RETURNS WITH THE U.S. GOVERNMENT AND IS SUBJECT TO INCOME TAX EXAMINATIONS FOR THE CURRENT YEAR AND CERTAIN PRIOR YEARS BASED ON THE APPLICABLE LAWS AND REGULATIONS. AS OF JUNE 30, 2025 AND 2024, THE UNIVERSITY HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE UNIVERSITY CLAIMS AN EXEMPTION FROM THE REQUIREMENT TO PUBLISH THE UNIVERSITY POLICY PUBLICLY (PER REV. PROC.75-50). THE UNIVERSITY DRAWS ITS STUDENTS NATIONALLY AND HAS 924 (56%) ETHNIC MINORITY STUDENTS IN ITS UNDERGRADUATE STUDENT BODY. THIS CONSTITUTES MEANINGFUL RESULTS IN COMPARISON TO THE ETHNIC MAKEUP OF THE NORTHWEST REGION AND SHOWS EVIDENCE OF THE NONDISCRIMINATION POLICY. IN ADDITION, THE UNIVERSITY PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY ON ITS PUBLICLY ACCESSIBLE INTERNET HOMEPAGE, AT ALL TIMES, IN A MANNER REASONABLY EXPECTED TO BE NOTICED BY VISITORS TO THE HOMEPAGE. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY RECEIVED FEDERAL AWARDS FROM THE U.S. DEPARTMENT OF EDUCATION, U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES, AND THE NATIONAL SCIENCE FOUNDATION. THESE AWARDS ARE PRIMARILY FOR STUDENT FINANCIAL ASSISTANCE AND FOR RESEARCH AND DEVELOPMENT. 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES STUDENT STUDY TOURS 5000 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES STUDENT STUDY TOURS 13000 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES STUDENT FINANCIAL AID 74000 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES STUDENT FINANCIAL AID 149000 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES STUDENT FINANCIAL AID 174000 0 0 0 0 0 0 415000 0 415000 STUDENT FINANCIAL AID POSTED WHILE STUDYING ABROAD CENTRAL AMERICA AND THE CARIBBEAN 7 73781 FINANCIAL AID FMV STUDENT FINANCIAL AID POSTED WHILE STUDYING ABROAD EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 17 149032 FINANCIAL AID FMV STUDENT FINANCIAL AID POSTED WHILE STUDYING ABROAD EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 17 174416 FINANCIAL AID FMV 0 0 0 0 0 0 PART I, LINE 2: ACTIVITIES OUTSIDE THE UNITED STATES REFLECT STUDENT FINANCIAL AID GRANTS. THESE ARE AWARDED BASED ON THE INSTITUTION'S ASSESSMENT OF THE RECIPIENT'S ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER STANDARDS SIMILAR TO THOSE HELD AT OTHER UNIVERSITIES. THE STUDENTS' RECORDS ARE THEN MONITORED IN ORDER TO ENSURE THAT THE GRANT REQUIREMENTS CONTINUE TO BE MET. DISBURSEMENTS ARE MADE IN ACCORDANCE WITH THE EXEMPT PURPOSE FOR WHICH THE INSTITUION WAS ORGANIZED, AND WITH PROCEDURES AND CONDITIONS ESTABLISHED BY THE UNIVERSITY. X X X X 1 KATHERINE SIMONSON 16681 LYNN LN APT D HUNTINGTON BEACH CA 92649 CULTIVATE DONOR RELATIONSHIPS; FACILITATED GIVING; PERSONAL 0 385153 53298 331855 385153 53298 331855 WA AL AK AZ AR CA CO CT DE DC FL GA HI ID IA IL IN KS KY LA ME MD MI MN MS MO MT NE NV NM NY NC NM NJ OH OK OR PA RI SC SD TN TX UT VT VA WV WI WY ND 1 INSTITUTIONAL STUDENT SCHOLARSHIPS & GRANTS 1815 38228840 FMV CREDIT TO STUDENT ACCOUNT FEDERALLY FUNDED STUDENT SCHOLARSHIPS & GRANTS 256 638266 FMV CREDIT TO STUDENT ACCOUNT PRIVATELY FUNDED STUDENT SCHOLARSHIPS & GRANTS 418 3458651 FMV CREDIT TO STUDENT ACCOUNT STUDENT ACADEMIC ACHIEVEMENT OR SERVICE AWARD 42 45934 BENEVOLENCE 10 3570 SCHEDULE I, PART I, LINE 2 GRANT DISBURSEMENTS FOR THE INSTITUTION'S EXEMPT PROGRAMS ARE MADE IN ACCORDANCE WITH THE EXEMPT PURPOSE FOR WHICH THE INSTITUTION WAS ORGANIZED, AND WITH PROCEDURES AND CONDITIONS ESTABLISHED BY THE UNIVERSITY'S GOVERNING BOARD. STUDENT SCHOLARSHIPS AND GRANTS ARE AWARDED BASED ON THE INSTITUTION'S ASSESSMENT OF THE RECIPIENT'S ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER STANDARDS SIMILAR TO THOSE HELD BY OTHER UNIVERSITIES. STUDENT RECORDS ARE MONITORED IN ORDER TO ENSURE GRANT REQUIREMENTS CONTINUE TO BE MET. X X X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 DEANA PORTERFIELD PRESIDENT 360000 0 0 0 2009 0 30450 0 76834 0 469293 0 0 0 KIMBERLY SAWERS VP FOR BUSINESS & FINANCE 249080 0 0 0 11415 0 22081 0 10365 0 292941 0 0 0 DOUGLAS TAYLOR VP FOR UNIVERSITY ADVANCEMENT 210000 0 0 0 261 0 18379 0 14449 0 243089 0 0 0 KENNETH CORNELL VP FOR ENROLLMENT MANAGEMENT & MARKE 208500 0 0 0 1707 0 17636 0 10218 0 238061 0 0 0 CYNTHIA BAUR VICE PROVOST FOR ACADEMIC AFFAIRS 204684 0 0 0 1651 0 17929 0 9850 0 234114 0 0 0 ROSS STEWART DEAN, BUSINESS GOVT & ECONOMICS 199708 0 0 0 6212 0 17508 0 10088 0 233516 0 0 0 JEFFREY JORDAN VP FOR STUDENT LIFE 189449 0 0 0 2772 0 17520 0 11354 0 221095 0 0 0 KATHLEEN TANGENBERG DEAN, SCHOOL OF PSYCHOLOGY, FAMILY, 163596 0 0 0 5190 0 15568 0 14768 0 199122 0 0 0 KRISTEN BROWN CHIEF OF STAFF, SPECIAL ADVISOR TO T 152268 0 0 0 21219 0 13826 0 7871 0 195184 0 0 0 ERLA CHAMP-GIBSON INTERIM DEAN, SCHOOL OF NURSING 160000 0 0 0 7206 0 14632 0 9993 0 191831 0 0 0 TERRY WINN ASST VP OF HUMAN RESOURCES 148105 0 0 0 6488 0 14606 0 11173 0 180372 0 0 0 NYARADZO MVUDUDU DEAN, SCHOOL OF EDUCATION 154335 0 0 0 1373 0 13970 0 9983 0 179661 0 0 0 PART I, LINE 1A FIRST CLASS TRAVEL - CERTAIN UNIVERSITY SALARIED OFFICERS AND KEY EMPLOYEES ARE ALLOWED TO FLY FIRST CLASS BASED ON WORK NEED OR PHYSICAL LIMITATIONS AS APPROVED BY THEIR IMMEDIATE SUPERVISORS. DISQUALIFIED PERSONS AS DEFINED BY IRC 4946 USE OF FIRST CLASS TRAVEL ARE ALSO APPROVED IN ADVANCE BY THE GOVERNING BOARD. TRAVEL FOR COMPANIONS - THE SPOUSE OF THE PRESIDENT IS ALLOWED TO TRAVEL WITH THE PRESIDENT AS REQUIRED FOR BUSINESS PURPOSES AND IS SPECIFICALLY APPROVED BY THE BOARD CHAIR. HOUSING ALLOWANCE - THE PRESIDENT IS REQUIRED, AS A CONDITION OF EMPLOYMENT, TO LIVE IN CAMPUS PROVIDED HOUSING. ALL FACILITY RELATED EXPENSES TO SUCH HOUSING IS PAID BY THE UNIVERSITY. SOCIAL CLUBS - SOCIAL CLUB MEMBERSHIPS ARE PROVIDED TO CERTAIN EMPLOYEES AND OFFICERS RELATED TO THEIR SPECIFIC JOB RESPONSIBILITIES FOR DONOR DEVELOPMENT AND BUSINESS MEETINGS. ANY PERSONAL USE OF THE CLUBS IS MINOR AND IS REIMBURSED TO THE UNIVERSITY. THE MEMBERSHIPS ARE APPROVED BY THE GOVERNING BOARD. A WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY 931306482 9397812U3 2020-03-02 51990000 REFUND BONDS ISSUED 12/19/2013; BUILDINGS & STRUCTURES 0 0 0 A 2095000 65570335 479751 65090584 2020 1 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 SCHEDULE K, PART II, LINE 3 LINE 3 INCLUDES BOND PREMIUM EXCLUDED FROM PART 1, COLUMN E. SCHEDULE K, PART III, LINE 3A THE UNIVERSITY ENGAGES SODEXO AMERICA LLC TO PROVIDE FOOD SERVICE OPERATIONS TO ITS CAMPUS. THE INSTITUTION HAS WORKED WITH BOND COUNSEL TO ENSURE THE AGREEMENT FOR THIS SERVICE MEETS THE SAFE HARBOR PROVISIONS AVAILABLE UNDER REV. PROC. 97-13. SCHEDULE K, PART IV, LINE 2B THE UNIVERSITY RECEIVED A SIX MONTH SPENDING EXEMPTION. A KATO RELATIVE TO TRUSTEE 109991 COMPENSATION/BENEFITS 0 SCHEDULE L, PART IV COMPENSATION IS SET BY THE SALARY AND BENEFITS POLICIES OF THE UNIVERSITY AND THERE IS NO INVOLVEMENT OF RELATED PARTIES IN THE SETTING OF THEIR COMPENSATION. X 23 462380 FAIR MARKET VALUE X 19CT SWEDISH 20 KRONER GOLD COINS, 1877-1899 1 19209 FAIR MARKET VALUE 1 0 0 0 PART I, COLUMN (B): THE AMOUNTS REPORTED IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED DURING THE YEAR. FORM 990, PART I, LINE 6 THE TOTAL NUMBER OF VOLUNTEERS WAS DETERMINED BY TRACKING INDIVIDUALS WHO PROVIDED UNPAID SERVICES TO THE ORGANIZATION DURING THE FISCAL YEAR. THIS COUNT INCLUDES: EVENT VOLUNTEERS, CLUB OFFICERS, ADVISORS, AND BOARD MEMBERS. VOLUNTEER LIST IS TRACKED THROUGH STAFF REPORTS AND INQUIRIES. FORM 990, PART VI, SECTION B, LINE 11B THE UNIVERSITY PROVIDES A COMPLETE COPY OF THE FINAL FORM 990 TO EACH MEMBER OF THE GOVERNING BODY, VIA A SECURE WEBSITE, WITH THE EXCEPTION OF SCHEDULE B (SCHEDULE OF CONTRIBUTORS). THEY ARE PROVIDED AN OPPORTUNITY TO SUBMIT QUESTIONS OR CONCERNS BEFORE THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, CONFLICT OF INTEREST QUESTIONNAIRES ARE SENT TO THE TRUSTEES, OFFICERS, DIRECTORS AND KEY EMPLOYEES. THE QUESTIONNAIRES ARE REVIEWED AND A DETERMINATION IS MADE AS TO WHAT, IF ANY, ACTION IS REQUIRED. BUSINESS TRANSACTIONS WITH ENTITIES THAT A TRUSTEE MAY OWN OR CONTROL MUST MEET THE PURCHASING STANDARDS OF THE UNIVERSITY REGARDING PRICE COMPETITIVENESS. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE REVIEW INCLUDES A COMPARISON OF COMPENSATION LEVELS OF PRESIDENTS OF SIMILAR INSTIUTIONS USING BOTH REGIONAL AND NATIONAL HIGHER EDUCATION COMPENSATION SURVEYS. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES, WHO ARE ALSO DISQUALIFIED PERSONS AS DEFINED BY IRC 4946, IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE USING A SIMILAR METHODOLOGY OF REVIEWING EXISTING AND PROPOSED COMPENSATION AGAINST REGIONAL AND NATIONAL HIGHER EDUCATION SURVEYS. THE EXECUTIVE COMMITTEE'S ACTIONS ARE RATIFIED AT A SUBSEQUENT MEETING OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE UNIVERSITY MAKES ITS GOVERNING DOCUMENTS, INCLUDING ITS CONFLICT OF INTEREST POLICY, AVAILABLE UPON REQUEST. THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE AT WWW.SPU.EDU. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTERESTS AGREEMENTS -804,780. SEATTLE PACIFIC FOUNDATION 3307 THIRD AVE W SEATTLE WA 98119 911068276 TO SUPPORT SEATTLE PACIFIC UNIVERSITY WA 501(C)(3) LINE 12A, I SEATTLE PACIFIC UNIVERSITY 1 CHARITABLE REMAINDER UNITRUSTS (36) 3307 THIRD AVE W SEATTLE WA 98119 BENEFICIAL INTEREST WA N/A T 0 POOLED INCOME FUND (1) 3307 THIRD AVE W SEATTLE WA 98119 BENEFICIAL INTEREST WA N/A T 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 SEATTLE PACIFIC FOUNDATION C 300000 FAIR MARKET VALUE SEATTLE PACIFIC FOUNDATION M 700000 FAIR MARKET VALUE SEATTLE PACIFIC FOUNDATION Q 482194 FAIR MARKET VALUE SEATTLE PACIFIC FOUNDATION A 14063 FAIR MARKET VALUE SEATTLE PACIFIC FOUNDATION S 270131 FAIR MARKET VALUE