WHITMAN COLLEGE BOARD OF TRUSTEES: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WHITMAN COLLEGE BOARD OF TRUSTEES (EIN 91-0567740)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-04-13
- IRS object ID
- 202331039349301428
- Schema version
- 2021v4.2
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-13T18:01:26-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 W MARCH LN STE 200 | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 952192367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910567740 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOARD OF TRUSTEES OF WHITMAN COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOAR | BusinessNameControlTxt |
| Phone | 5095275411 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 BOYER AVENUE | AddressLine1Txt |
| City | WALLA WALLA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 993622067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER HARVEY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5095275145 | PhoneNum |
| Signature | 2023-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | HARVEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY S PAGLIA | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | PhoneNum |
| Preparation | 2023-03-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SARAH BOLTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 BOYER AVENUE | AddressLine1Txt |
| City | WALLA WALLA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 993622067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $403,201,924 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.WHITMAN.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1859 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE A RIGOROUS LIBERAL ARTS EDUCATION TO PASSIONATE, ENGAGED STUDENTS FROM DIVERSE BACKGROUNDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 1545 | TotalEmployeeCnt |
| Total Volunteers | 875 | TotalVolunteersCnt |
| Total Gross UBI | $8,151,609 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $6,826,840 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,995,979 | PYContributionsGrantsAmt |
| CY Contributions Grants | $25,192,899 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $71,354,082 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $97,675,433 | CYProgramServiceRevenueAmt |
| PY Investment Income | $41,216,176 | PYInvestmentIncomeAmt |
| CY Investment Income | $31,195,807 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,830,242 | PYOtherRevenueAmt |
| CY Other Revenue | $1,963,457 | CYOtherRevenueAmt |
| PY Total Revenue | $127,396,479 | PYTotalRevenueAmt |
| CY Total Revenue | $156,027,596 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $31,850,406 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $40,174,163 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $48,177,952 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $50,979,638 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,454,906 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $75,265,872 | PYOtherExpensesAmt |
| CY Other Expenses | $42,632,137 | CYOtherExpensesAmt |
| PY Total Expenses | $155,294,230 | PYTotalExpensesAmt |
| CY Total Expenses | $133,785,938 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$27,897,751 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $22,241,658 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,131,583,451 | TotalAssetsBOYAmt |
| Total Assets EOY | $951,754,815 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $123,847,426 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $115,740,918 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,007,736,025 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $836,013,897 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF WHITMAN COLLEGE IS TO PROVIDE A RIGOROUS LIBERAL ARTS EDUCATION OF THE HIGHEST QUALITY TO PASSIONATE AND ENGAGED STUDENTS FROM DIVERSE BACKGROUNDS. WHITMAN STUDENTS DEVELOP THEIR INTELLECTUAL AND CREATIVE CAPACITIES IN A SUPPORTIVE SCHOLARLY COMMUNITY THAT PRIORITIZES STUDENT LEARNING WITHIN AND BEYOND THE CLASSROOM. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $61,248,728 | ExpenseAmt |
| Revenue | $85,736,833 | RevenueAmt |
| Desc | TO PROVIDE ACADEMIC INSTRUCTION, SUPPORT AND OTHER PROGRAMS TO ALL WHITMAN COLLEGE STUDENTS, INCLUDING 1,482 FULL TIME EQUIVALENT STUDENTS AND 337 GRADUATED STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $40,174,163 | ExpenseAmt |
| Grant | $40,174,163 | GrantAmt |
| Desc | TO PROVIDE STUDENTS WITH SERVICES INCLUDING FINANCIAL AID ASSISTANCE, COUNSELING, INTERNSHIPS, JOB PLACEMENT, INSTRUCTIONAL SCHOLARSHIPS, AND FEDERAL LOANS OR GRANTS. DURING THE FISCAL YEAR, 1,440 STUDENTS RECEIVED INSTRUCTIONAL SCHOLARSHIPS AND 585 STUDENTS RECEIVED FEDERAL LOANS OR GRANTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,762,248 | ExpenseAmt |
| Revenue | $11,942,155 | RevenueAmt |
| Desc | TO PROVIDE STUDENTS WITH AUXILIARY SERVICES. DURING THE FISCAL YEAR, 758 STUDENTS WERE HOUSED IN COLLEGE-PROVIDED HOUSING AND 823 STUDENTS PARTICIPATED IN COLLEGE-PROVIDED BOARD PLANS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $115,185,139 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2334 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1545 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | Yes (1) | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DARLENE WILSON CONTROLLER WHITMAN COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5095274936 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 BOYER AVENUE | AddressLine1Txt |
| City | WALLA WALLA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99362 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JOE DAVIS | |||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DANA REID | |||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINA DAWSON | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARBARA FEIGIN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANIELLE GARBE RESER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK KAJITA | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GORDON KEANE JR | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER LEWIS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NATE MILES | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TRICIA MONTGOMERY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JIM MOORE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BILL NEFF | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLES NELSON | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLEY ROSENBERRY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NANCY SERRURIER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| AKSHAY SHETTY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JONATHAN SPOSATO | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DENISE TABBUTT | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JULIE TAYLOR | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SARAH WANG | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANN WATSON | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| COURT WYCKOFF | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRAD MCMURCHIE | |||||||||
| TRUSTEE (THROUGH 08/21) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHLEEN MURRAY | |||||||||
| PRESIDENT | 40.00 | Yes (X) | $497,750 | $0 | $68,969 | ||||
| PETER HARVEY | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $253,349 | $0 | $50,843 | 1.00 | |||
| ALZADA TIPTON | |||||||||
| PROVOST & DEAN OF FACULTY | 40.00 | $223,092 | $0 | $62,528 | Yes (X) | ||||
| STEVEN SETCHELL | |||||||||
| VICE PRESIDENT FOR DEVELOPMENT & ALUMNI RELATION | 40.00 | $251,493 | $0 | $21,652 | Yes (X) | ||||
| KAZIPUTALIMBA JOSHUA | |||||||||
| VICE PRESIDENT FOR STUDENT AFFAIRS/DEAN OF STUDENT | 40.00 | $175,335 | $0 | $89,253 | Yes (X) | ||||
| PATRICK KEEF | |||||||||
| FACULTY | 40.00 | $179,318 | $0 | $17,819 | Yes (X) | ||||
| DAN TERRIO | |||||||||
| CHIEF INFORMATION OFFICER | 40.00 | $165,453 | $0 | $25,654 | Yes (X) | ||||
| PATRICK SPENCER | |||||||||
| FACULTY | 40.00 | $162,940 | $0 | $20,176 | Yes (X) | ||||
| SCOTT KLEINHEKSEL | |||||||||
| ASSOCIATE VICE PRESIDENT FOR DEVELOPMENT | 40.00 | $158,289 | $0 | $16,858 | Yes (X) | ||||
| DAVID SCHMITZ | |||||||||
| FACULTY | 40.00 | $155,031 | $0 | $16,217 | Yes (X) | ||||
| KIMBERLY CHANDLER | |||||||||
| FACULTY | 40.00 | $147,057 | $0 | $7,500 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,369,107 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $397,469 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 68 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BON APPETIT | |||||
| PO BOX 417632 | BOSTON | MA | 02241 | FOOD SERVICES | $4,093,799 |
| APOLLO MECHANICAL CONTRACTORS | |||||
| 1207 W COLUMBIA DR | KENNEWICK | WA | 99336 | CONSTRUCTION | $492,353 |
| MORENO NELSON CONSTRUCTION CORP | |||||
| PO BOX 794 | WALLA WALLA | WA | 99362 | CONSTRUCTION | $476,910 |
| LEONE KEEBLE INC | |||||
| 108 W BOONE AVENUE | SPOKANE | WA | 99201 | CONSTRUCTION | $439,200 |
| MONTICELLO ASSOCIATES | |||||
| 1200 17TH STREET STE 2600 | DENVER | CO | 80202 | CONSULTING - INVESTMENT MANAGEMENT | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,899,566 | GovernmentGrantsAmt |
| All Other Contributions | $23,293,333 | AllOtherContributionsAmt |
| Noncash Contributions | $14,132,908 | NoncashContributionsAmt |
| Total Contributions | $25,192,899 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STUDENT TUITION & FEES | 616000 | $84,958,229 | $84,958,229 |
| HOUSING & MEAL SERVICES | 611710 | $11,909,225 | $11,909,225 |
| MISCELLANEOUS INCOME | 900099 | $775,049 | $775,049 |
| AUXILIARY | 611710 | $32,930 | $32,930 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $97,675,433 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,220,072 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $8,152,412 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,067,660 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,555 | TotalRevenueColumnAmt |
| Exclusion | $3,555 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,177,647 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,216,942 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,960,705 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,960,705 | TotalRevenueColumnAmt |
| Exclusion | $1,960,705 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $262,932,318 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $245,956,583 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,975,735 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,975,735 | TotalRevenueColumnAmt |
| Exclusion | $16,975,735 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Of Goods Sold | $803 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$803 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$803 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $156,027,596 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $97,675,433 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $8,151,609 | UnrelatedBusinessRevenueAmt |
| Exclusion | $25,007,655 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,101,174 | TotalAmt |
| Program Services | $38,101,174 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,072,989 | TotalAmt |
| Program Services | $2,072,989 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,096,070 | TotalAmt |
| Program Services | $627,462 | ProgramServicesAmt |
| Management And General | $1,137,960 | ManagementAndGeneralAmt |
| Fundraising | $330,648 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,476,066 | TotalAmt |
| Program Services | $30,768,406 | ProgramServicesAmt |
| Management And General | $4,095,462 | ManagementAndGeneralAmt |
| Fundraising | $1,612,198 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,983,502 | TotalAmt |
| Program Services | $5,278,349 | ProgramServicesAmt |
| Management And General | $301,212 | ManagementAndGeneralAmt |
| Fundraising | $403,941 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,682,436 | TotalAmt |
| Program Services | $3,247,013 | ProgramServicesAmt |
| Management And General | $182,684 | ManagementAndGeneralAmt |
| Fundraising | $252,739 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,741,564 | TotalAmt |
| Program Services | $2,411,340 | ProgramServicesAmt |
| Management And General | $145,689 | ManagementAndGeneralAmt |
| Fundraising | $184,535 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,549 | TotalAmt |
| Management And General | $249,549 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,613 | TotalAmt |
| Management And General | $126,613 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,812 | TotalAmt |
| Management And General | $4,812 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,986,507 | TotalAmt |
| Management And General | $2,986,507 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,676,506 | TotalAmt |
| Program Services | $13,789,580 | ProgramServicesAmt |
| Management And General | $703,004 | ManagementAndGeneralAmt |
| Fundraising | $183,922 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,826 | TotalAmt |
| Program Services | $43,022 | ProgramServicesAmt |
| Management And General | $7,183 | ManagementAndGeneralAmt |
| Fundraising | $2,621 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,811,547 | TotalAmt |
| Program Services | $50,375 | ProgramServicesAmt |
| Management And General | $1,585,055 | ManagementAndGeneralAmt |
| Fundraising | $176,117 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,440,009 | TotalAmt |
| Program Services | $2,293,608 | ProgramServicesAmt |
| Management And General | $146,401 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,366,974 | TotalAmt |
| Program Services | $2,596,546 | ProgramServicesAmt |
| Management And General | $684,104 | ManagementAndGeneralAmt |
| Fundraising | $86,324 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,389,739 | TotalAmt |
| Program Services | $2,246,355 | ProgramServicesAmt |
| Management And General | $143,384 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,478,023 | TotalAmt |
| Program Services | $7,969,342 | ProgramServicesAmt |
| Management And General | $508,681 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,307,105 | TotalAmt |
| Management And General | $1,307,105 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES | $3,521,663 | $2,868,092 | $653,571 | $0 |
| COMMUNICATIONS | $673,660 | $548,638 | $91,600 | $33,422 |
| PRINTING & PUBLICATION | $358,182 | $119,394 | $59,697 | $179,091 |
| POSTAGE & SHIPPING | $188,422 | $153,454 | $25,620 | $9,348 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,785,938 | TotalAmt |
| Program Services | $115,185,139 | ProgramServicesAmt |
| Management And General | $15,145,893 | ManagementAndGeneralAmt |
| Fundraising | $3,454,906 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,352,666 | BOYAmt |
| EOY | $2,585,673 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,175,618 | BOYAmt |
| EOY | $60,868,168 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,165,388 | BOYAmt |
| EOY | $17,907,905 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $631,846 | BOYAmt |
| EOY | $726,632 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $881,596 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $649,120 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $278,358,360 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $112,671,636 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,608,041 | BOYAmt |
| EOY | $165,686,724 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $422,347,622 | BOYAmt |
| EOY | $288,232,930 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $475,138,771 | BOYAmt |
| EOY | $413,312,465 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,022,395 | BOYAmt |
| EOY | $738,496 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,259,508 | BOYAmt |
| EOY | $1,046,702 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,131,583,451 | BOYAmt |
| EOY | $951,754,815 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,559,667 | BOYAmt |
| EOY | $9,729,651 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,275,875 | BOYAmt |
| EOY | $989,264 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,860,883 | BOYAmt |
| EOY | $1,863,212 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,714,221 | BOYAmt |
| EOY | $78,057,872 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,436,780 | BOYAmt |
| EOY | $25,100,919 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,847,426 | BOYAmt |
| EOY | $115,740,918 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $390,320,369 | BOYAmt |
| EOY | $334,352,892 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $617,415,656 | BOYAmt |
| EOY | $501,661,005 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,007,736,025 | BOYAmt |
| EOY | $836,013,897 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,131,583,451 | BOYAmt |
| EOY | $951,754,815 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $22,241,658 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$190,534,095 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$3,429,692 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,806,004 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,713,622 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,935,784 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,967,899 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,192,899 | CurrentTaxYearAmt |
| Total | $82,616,208 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,806,004 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,713,622 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,935,784 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,967,899 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,192,899 | CurrentTaxYearAmt |
| Total | $82,616,208 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,536,878 | SubstantialContributorsTotAmt |
| Public Support Total170 | $70,079,330 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,202,302 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,596,764 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,752,681 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,920,679 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,245,307 | CurrentTaxYearAmt |
| Total | $43,717,733 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $7,940,743 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,827,840 | CurrentTaxYearAmt |
| Total | $14,768,583 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $141,102,524 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $442,976,909 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.49670 | PublicSupportCY170Pct |
| Public Support PY170 | 0.54080 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | WHITMAN COLLEGE ALSO QUALIFIES FOR PUBLIC CHARITY STATUS AS A SCHOOL DESCRIBED IN SECTION 170(B)(1)(A)(II). | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $4,812 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $4,812 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | $4,812 IS THE AMOUNT OF DUES PAID TO THE INDEPENDENT COLLEGES OF WASHINGTON ALLOCATED TO LOBBYING EFFORTS FOR INDEPENDENT COLLEGES OF WASHINGTON. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $595,000 | RevenuesIncludedAmt |
| Assets Included | $3,178,140 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $812,714,816 | BeginningYearBalanceAmt |
| Contributions | $21,839,774 | ContributionsAmt |
| Investment Earnings Or Losses | -$150,533,180 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,110,816 | GrantsOrScholarshipsAmt |
| Other Expenditures | $17,116,362 | OtherExpendituresAmt |
| Administrative Expenses | $1,333,125 | AdministrativeExpensesAmt |
| End Year Balance | $655,461,107 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $560,653,503 | BeginningYearBalanceAmt |
| Contributions | $4,121,039 | ContributionsAmt |
| Investment Earnings Or Losses | $317,706,785 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,241,253 | GrantsOrScholarshipsAmt |
| Other Expenditures | $15,403,808 | OtherExpendituresAmt |
| Administrative Expenses | $43,121,450 | AdministrativeExpensesAmt |
| End Year Balance | $812,714,816 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $539,398,364 | BeginningYearBalanceAmt |
| Contributions | $5,906,621 | ContributionsAmt |
| Investment Earnings Or Losses | $57,202,221 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,691,838 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,777,756 | OtherExpendituresAmt |
| Administrative Expenses | $16,384,109 | AdministrativeExpensesAmt |
| End Year Balance | $560,653,503 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $534,871,675 | BeginningYearBalanceAmt |
| Contributions | $7,022,776 | ContributionsAmt |
| Investment Earnings Or Losses | $31,313,093 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,009,928 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,438,023 | OtherExpendituresAmt |
| Administrative Expenses | $9,361,229 | AdministrativeExpensesAmt |
| End Year Balance | $539,398,364 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $492,753,694 | BeginningYearBalanceAmt |
| Contributions | $5,616,288 | ContributionsAmt |
| Investment Earnings Or Losses | $72,799,836 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,827,166 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,509,468 | OtherExpendituresAmt |
| Administrative Expenses | $11,961,509 | AdministrativeExpensesAmt |
| End Year Balance | $534,871,675 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.29000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.32000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.39000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $8,290,119 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $8,479,089 | OtherCostOrOtherBasisAmt |
| Book Value | $16,769,208 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $10,201,811 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $243,843,396 | OtherCostOrOtherBasisAmt |
| Depreciation | $110,054,839 | DepreciationAmt |
| Book Value | $143,990,368 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,365,805 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,616,797 | DepreciationAmt |
| Book Value | $1,749,008 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,178,140 | OtherCostOrOtherBasisAmt |
| Book Value | $3,178,140 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $165,686,724 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMINGLED TRUSTS | $42,063,425 | F |
| ALTERNATIVE INVESTMENTS | $371,249,040 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $413,312,465 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $1,500,000 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| POST RETIREMENT BENEFIT OBLIGATION | $4,875,328 |
| SPLIT INTEREST AGREEMENTS | $13,911,749 |
| DEFERRED COMPENSATION | $1,046,702 |
| REFUNDABLE ADVANCE | $2,218,410 |
| MED/DENTAL INS. TERMINAL LIABILITY | $560,507 |
| ASSET RETIREMENT OBLIGATION | $988,223 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $25,100,919 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$81,096,860 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$190,534,095 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,543,720 | OtherRevenueAmt |
| Revenue Not Reported | -$186,990,375 | RevenueNotReportedAmt |
| Revenue Subtotal | $105,893,515 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,986,507 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $47,147,575 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $50,134,082 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $156,027,597 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $90,625,266 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $90,625,266 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,986,507 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $40,174,165 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $43,160,672 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $133,785,938 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE COLLEGE HAS COLLECTIONS OF WORKS OF ART AND RARE BOOKS THAT ARE UTILIZED BY THE STUDENTS IN THEIR STUDIES AND THE FACULTY IN THEIR RESEARCH. |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE USED SOLELY TO SUPPORT THE MISSION OF WHITMAN COLLEGE FOR COSTS SUCH AS FINANCIAL AID TO STUDENTS, FACULTY SALARIES AND THE LIBRARY. |
| PART X, LINE 2: | WHITMAN COLLEGE IS A QUALIFIED NOT-FOR-PROFIT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND AS SUCH, IS GENERALLY EXEMPT FROM FEDERAL TAXATION OF INCOME. CONTRIBUTIONS TO THE COLLEGE ARE GENERALLY TAX DEDUCTIBLE. THE 21ST CENTURY TRUST IS A SEPARATE QUALIFIED 501(C)(3) TAX ENTITY THAT IS CONSOLIDATED IN THESE FINANCIAL STATEMENTS. FOR THE YEARS ENDED JUNE 30, 2022 AND 2021, MANAGEMENT ESTIMATES THAT THE COLLEGE HAS GENERATED UNRELATED BUSINESS INCOME TAX FROM ITS INVESTMENT ACTIVITY OF APPROXIMATELY $8,000,000 AND $8,205,000, RESPECTIVELY, WHICH IS TAXED AT THE FEDERAL CORPORATE TAX RATE OF 21%. ALL OF THE COLLEGE'S NET OPERATING LOSSES THAT WERE CARRIED FORWARD FROM PREVIOUS FISCAL YEARS OF APPROXIMATELY $4,191,000 WERE UTILIZED AS OF JUNE 30, 2021, THUS NONE ARE AVAILABLE FOR THE YEAR ENDED JUNE 30, 2022. AS A RESULT, MANAGEMENT ESTIMATES THAT THE COLLEGE HAS INCURRED A TAX LIABILITY PLUS POTENTIAL UNDERPAYMENT PENALTIES AT JUNE 30, 2022 AND 2021 TOTALING APPROXIMATELY $1,700,000 AND $865,000, RESPECTIVELY, OF WHICH $800,000 AND $865,000, RESPECTIVELY, NET OF TAX ESTIMATES PAID, HAVE BEEN RECORDED AS FEDERAL INCOME TAXES PAYABLE ON THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. ON DECEMBER 22, 2017, THE TAX CUTS AND JOBS ACT (THE ACT) WAS ENACTED. THE ACT IMPACTS THE COLLEGE IN THE ADDITION OF A FEDERAL EXCISE TAX OF 1.4% ON ITS NET INVESTMENT INCOME, OF WHICH THE FISCAL YEAR ENDED JUNE 30, 2022, IS THE FIRST YEAR THAT THE COLLEGE IS PAYING THIS EXCISE TAX, DUE TO MEETING THE THRESHOLD OF ITS ENDOWMENT VALUE BEING OVER $500,000 PER TUITION PAYING STUDENT AS OF JUNE 30, 2021. THE COLLEGE RECORDS AN ESTIMATE FOR RELATED TAX EXPENSE BASED ON CURRENTLY AVAILABLE REGULATORY GUIDANCE OF THE ACT, AND CONTINUES TO EVALUATE THE IMPACT OF THE ACT ON CURRENT AND FUTURE TAX POSITIONS. AN ESTIMATE OF THE COLLEGE'S TAX LIABILITY FOR THE FEDERAL EXCISE TAX IS $700,000 AT JUNE 30, 2022, WHICH HAS BEEN RECORDED AS FEDERAL INCOME TAXES PAYABLE ON THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | NET GAIN ON RATE EXCHANGE AGREEMENTS 3,575,598. LOSS ON UNCOLLECTIBLE PLEDGES -31,878. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GAINS GENERATED FROM ALTERNATIVE INVESTMENTS 8,152,412. INSTITUTIONAL AID 40,174,163. CHANGE IN SPLIT INTEREST AGREEMENTS -1,179,000. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INSTITUTIONAL AID 40,174,165. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE COLLEGE MAKES ITS POLICY OF NON-DISCRIMINATION KNOWN THROUGH THE COLLEGE WEBSITE, THE ANNUAL CATALOG, AND OTHER MATERIALS. ADDITIONALLY, THE COLLEGE PLACES AN ADVERTISEMENT WHICH DESCRIBES ITS POLICY IN A REGIONAL NEWSPAPER EACH YEAR. |
| SCHEDULE E, PART I, LINE 6 | THE COLLEGE RECEIVES FUNDS FROM THE DEPARTMENT OF EDUCATION TO BE GIVEN TO WHITMAN STUDENTS IN THE FORMS OF GRANTS AND LOANS. THE COLLEGE ALSO RECEIVES FUNDS FROM OTHER FEDERAL AGENCIES IN THE FORM OF GRANTS FOR RESEARCH EQUIPMENT, STUDY, OR OTHER EFFORTS AS STIPULATED IN EACH INDIVIDUAL GRANT. AS PART OF THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITIES (CARES) ACT 2020, THE CORONAVIRUS RESPONSE AND RELIEF SUPPLEMENTAL APPROPRIATIONS ACT 2021 (CRRSSA), AND THE AMERICAN RESCUE PLAN ACT 2021 (ARPA) PASSED BY CONGRESS AND SIGNED INTO LAW, THE COLLEGE WAS AWARDED $3,912,945 TOTAL IN COVID-19 HIGHER EDUCATION EMERGENCY RELIEF FUNDS THROUGH THE EDUCATION STABILIZATION FUND. OF THESE EMERGENCY FUNDS, $1,774,783 WERE ALLOCATED FOR DIRECT STUDENT AWARDS AND $2,138,162 WERE ALLOCATED FOR INSTITUTIONAL AID. AS OF JUNE 30, 2022, ALL AWARDED FUNDING UNDER THESE PROGRAMS HAVE BEEN FULLY UTILIZED AND RECOGNIZED AS REVENUE. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (16 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | GRANTMAKING | STUDENT FINANCIAL AID | $124,069 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | GRANTMAKING | STUDENT FINANCIAL AID | $78,300 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 0 | 0 | GRANTMAKING | STUDENT FINANCIAL AID | $14,000 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | GRANTMAKING | STUDENT FINANCIAL AID | $1,772,420 |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 0 | 0 | GRANTMAKING | STUDENT FINANCIAL AID | $84,200 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $274,075,257 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | INVESTMENTS | $87,000 | |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | PROGRAM SERVICES | FACULTY AND STAFF CONFERENCES AND RESEARCH | $24,408 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | PROGRAM SERVICES | FACULTY AND STAFF CONFERENCES AND RESEARCH | $3,552 |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 0 | 0 | PROGRAM SERVICES | FACULTY AND STAFF CONFERENCES AND RESEARCH | $7,855 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 0 | 0 | PROGRAM SERVICES | FACULTY AND STAFF CONFERENCES AND RESEARCH | $26,988 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | PROGRAM SERVICES | FACULTY AND STAFF CONFERENCES AND RESEARCH | $12,175 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | FACULTY AND STAFF CONFERENCES AND RESEARCH | $50,440 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | OFF CAMPUS STUDIES | $2,175 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | PROGRAM SERVICES | FACULTY AND STAFF CONFERENCES AND RESEARCH | $9,711 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | FACULTY AND STAFF CONFERENCES AND RESEARCH | $2,822 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $276,259,654 | SubtotalSpentAmt |
| Continuation Spent | $115,718 | ContinuationSpentAmt |
| Total Spent | $276,375,372 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| STUDENT FINANCIAL AID | CENTRAL AMERICA AND THE CARIBBEAN | 6 | $78,300 | WIRE TRANSFER OR CHECK |
| STUDENT FINANCIAL AID | EAST ASIA AND THE PACIFIC | 2 | $124,069 | WIRE TRANSFER OR CHECK |
| STUDENT FINANCIAL AID | EUROPE (INCLUDING ICELAND & GREENLAND) | 58 | $1,772,420 | WIRE TRANSFER OR CHECK |
| STUDENT FINANCIAL AID | MIDDLE EAST AND NORTH AFRICA | 2 | $84,200 | WIRE TRANSFER OR CHECK |
| STUDENT FINANCIAL AID | SUB-SAHARAN AFRICA | 1 | $14,000 | WIRE TRANSFER OR CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE GRANTMAKING ACTIVITIES SHOWN IN PARTS I AND III INVOLVE COLLEGE FINANCIAL AID FUNDS DELIVERED TO ENROLLED STUDENTS' INDIVIDUAL ACCOUNTS. THE AID IS TO HELP DEFRAY THE COST OF CERTAIN STUDY PROGRAMS TAKING PLACE IN FOREIGN COUNTRIES. ALL SUCH PROGRAMS ARE CLOSELY VETTED BY THE COLLEGE TO ENSURE THE RECIPIENTS ARE OF HIGH ACADEMIC QUALITY AND FINANCIALLY STABLE. ANY AID DELIVERED TO SUCH STUDENTS IS GOVERNED BY THE PROCESSES OUTLINED IN SCHEDULE E. |
| PART I, LINE 3: | THE AMOUNT ON PART I, LINE 3, COLUMN (F) FOR GRANTMAKING AND PROGRAM SERVICE EXPENSES REPRESENTS ACTUAL EXPENDITURES IN THE REGION FOR A TAXPAYER ON THE ACCRUAL BASIS OF ACCOUNTING. THE AMOUNT ON PART I, LINE 3, COLUMN (F) FOR INVESTMENTS ARE BASED UPON THE FAIR MARKET VALUE OF EACH FUND. |
| PART III ACCOUNTING METHOD: | THE AMOUNT ON PART III, COLUMN (D) REPRESENTS ACTUAL EXPENDITURES IN THE REGION FOR A TAXPAYER ON THE ACCRUAL BASIS OF ACCOUNTING. INVESTMENTS IN COLUMN (D) AND COLUMN (F) ARE BASED UPON THE FAIR MARKET VALUE OF EACH FUND. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | INSTITUTIONAL FINANCIAL AID | GrantTypeTxt |
| Recipient | 1371 | RecipientCnt |
| Cash Grant | $38,101,174 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE COLLEGE AWARDS SCHOLARSHIPS USING ESTABLISHED POLICIES ON THE BASIS OF BOTH NEED AND SCHOLARSHIP MERIT. AWARDS TO STUDENTS WITH NEED ARE BASED ON THE STUDENTS' FINANCIAL INFORMATION CONTAINED IN THE FINANCIAL AID PROFILE FILED WITH THE COLLEGE SCHOLARSHIP SERVICES AND THE FREE APPLICATION FOR FINANCIAL AID FILED WITH THE FEDERAL PROCESSOR. ALL AID IS OBJECTIVELY DETERMINED AND AWARDED ON AN EQUAL BASIS TO RECIPIENTS WITH SIMILAR ATTRIBUTES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHLEEN MURRAY | ||||||||||||||
| PRESIDENT | $472,804 | $0 | $0 | $0 | $24,946 | $0 | $27,209 | $0 | $41,760 | $0 | $566,719 | $0 | $0 | $0 |
| PETER HARVEY | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $237,869 | $0 | $0 | $0 | $15,480 | $0 | $13,400 | $0 | $37,443 | $0 | $304,192 | $0 | $0 | $0 |
| ALZADA TIPTON | ||||||||||||||
| PROVOST & DEAN OF FACULTY | $223,092 | $0 | $0 | $0 | $0 | $0 | $12,080 | $0 | $50,448 | $0 | $285,620 | $0 | $0 | $0 |
| STEVEN SETCHELL | ||||||||||||||
| VICE PRESIDENT FOR DEVELOPMENT & ALU | $227,725 | $0 | $0 | $0 | $23,768 | $0 | $13,000 | $0 | $8,652 | $0 | $273,145 | $0 | $0 | $0 |
| KAZIPUTALIMBA JOSHUA | ||||||||||||||
| VICE PRESIDENT FOR STUDENT AFFAIRS/D | $155,835 | $0 | $0 | $0 | $19,500 | $0 | $9,630 | $0 | $79,623 | $0 | $264,588 | $0 | $0 | $0 |
| PATRICK KEEF | ||||||||||||||
| FACULTY | $179,318 | $0 | $0 | $0 | $0 | $0 | $9,167 | $0 | $8,652 | $0 | $197,137 | $0 | $0 | $0 |
| DAN TERRIO | ||||||||||||||
| CHIEF INFORMATION OFFICER | $165,453 | $0 | $0 | $0 | $0 | $0 | $8,848 | $0 | $16,806 | $0 | $191,107 | $0 | $0 | $0 |
| PATRICK SPENCER | ||||||||||||||
| FACULTY | $162,940 | $0 | $0 | $0 | $0 | $0 | $8,356 | $0 | $11,820 | $0 | $183,116 | $0 | $0 | $0 |
| SCOTT KLEINHEKSEL | ||||||||||||||
| ASSOCIATE VICE PRESIDENT FOR DEVELOP | $158,289 | $0 | $0 | $0 | $0 | $0 | $8,206 | $0 | $8,652 | $0 | $175,147 | $0 | $0 | $0 |
| DAVID SCHMITZ | ||||||||||||||
| FACULTY | $155,031 | $0 | $0 | $0 | $0 | $0 | $7,565 | $0 | $8,652 | $0 | $171,248 | $0 | $0 | $0 |
| KIMBERLY CHANDLER | ||||||||||||||
| FACULTY | $147,057 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,500 | $0 | $154,557 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE COLLEGE PRESIDENT AND VICE PRESIDENT FOR DEVELOPMENT AND ALUMNI RELATIONS WERE PROVIDED MEMBERSHIPS IN SOCIAL CLUBS BY THE COLLEGE. THE AMOUNTS PAID FOR DUES WERE INCLUDED IN THEIR W-2 AS TAXABLE COMPENSATION. THE COLLEGE PRESIDENT IS REQUIRED, AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE COLLEGE, TO MAINTAIN THEIR PERSONAL RESIDENCE IN A HOUSE PROVIDED BY THE COLLEGE. THIS HOUSE IS LOCATED ON THE EDGE OF THE CAMPUS AND THE PROVISION OF SUCH IS NOT CONSIDERED TAXABLE COMPENSATION. THE PRESIDENT'S PERSONAL RESIDENCE (OWNED BY THE COLLEGE) IS PROVIDED CLEANING SERVICES AND YARD CARE BY THE COLLEGE. THIS IS NOT CONSIDERED TAXABLE COMPENSATION. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY | ||||||||
| A | 911306482 | 939781U57 | 2017-01-05 | $18,303,824 | FACILITIES CONSTRUCTION | 0 | 0 | 0 |
| WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY | ||||||||
| B | 911306482 | 9397815K2 | 2021-11-30 | $26,143,436 | REFUND BOND ISSUE FROM 6/10/08 | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Bond DefeasedBondDefeasedAmt | Refunding EscrowRefundingEscrowAmt | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,290,000 | $18,303,824 | $376,053 | $325,296 | $17,602,475 | 2019 | 0 | 0 | Yes (1) | Yes (1) | |||
| B | $26,143,436 | $323,871 | 2021 | Yes (1) | 0 | Yes (1) | Yes (1) | $22,290,000 | $21,328,565 | $4,491,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 02/10/2022 |
| SCHEDULE K, PART II, PROCEEDS, LINE 10A: | FOR THE FISCAL YEAR 6/30/22, PART II, LINE 10, COLUMN A WAS REDUCED BY THE CAPITALIZED INTEREST THAT IS ALREADY REPORTED ON LINE 5. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARA SETCHELL | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SPOUSE OF STEVE SETCHELL, THE VP FOR DEVELOPMENT AND ALUMNI RELATIONS | RelationshipDescriptionTxt |
| Transaction | $75,182 | TransactionAmt |
| Transaction | EMPLOYMENT | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $14,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 68 | ContributionCnt |
| Noncash Contributions Rpt F990 | $11,612,908 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,501,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT REPORTED IN COLUMN (B) IS THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | AN ELECTRONIC DRAFT COPY IS PROVIDED TO THE AUDIT COMMITTEE VIA WHITMAN'S BOARD MANAGEMENT SOFTWARE CALLED ONBOARD PRIOR TO THE MEETING. THE COMMITTEE DISCUSSES AND PROVIDES INPUT TO MANAGEMENT. THE COMMITTEE NEXT ACCEPTS THE FORM 990 AND IT IS MADE AVAILABLE TO THE BOARD OF TRUSTEES FOR REVIEW. AFTER THE TRUSTEES HAVE PROVIDED THEIR INPUT AND ALL QUESTIONS ARE RESOLVED, THE FORM 990 IS THEN FILED WITH THE IRS AND POSTED ON THE COLLEGE'S WEBSITE TO BE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES, OFFICERS, AND KEY EMPLOYEES ARE GIVEN A QUESTIONNAIRE ANNUALLY. THE QUESTIONNAIRE INCLUDES THE COLLEGE'S CONFLICT OF INTEREST POLICY AND ASKS EACH INDIVIDUAL ABOUT THE EXISTENCE OF CONFLICTS OF INTEREST, AS WELL AS OTHER PAYMENTS OR SITUATIONS WHICH COULD BE CONSTRUED TO PRESENT A CONFLICT. IF AN INDIVIDUAL ANSWERS ANY QUESTION IN THE AFFIRMATIVE, THEY ARE ASKED TO DESCRIBE THE SITUATION IN THEIR RESPONSE. IF THERE ARE ANY CONCERNS RELATIVE TO ANY ONE INDIVIDUAL'S RESPONSE, MANAGEMENT FOLLOWS UP TO DISCUSS HOW BEST TO DEAL WITH ANY IDENTIFIED SITUATIONS. MANAGEMENT VERIFIES ALL IDENTIFIED INDIVIDUALS HAVE RESPONDED. ALL THE RESPONSES ARE RETAINED IN ACCORDANCE WITH THE COLLEGE'S FILE RETENTION POLICY. TRUSTEES ARE REMINDED OF POTENTIAL CONFLICTS AT EACH MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE TRUSTEES DELEGATED AUTHORITY FOR SETTING THE PRESIDENT'S COMPENSATION TO THE EXECUTIVE COMMITTEE OF THE BOARD. COMPARABLE DATA FROM PEER INSTITUTIONS WAS USED IN THE DISCUSSION TO SET THE PRESIDENT'S COMPENSATION. THOSE DISCUSSIONS ARE SUMMARIZED IN A MEMO FROM THE CHAIR OF THE BOARD TO THE CFO. COMPARABLE DATA FROM PEER INSTITUTIONS FOR EACH POSITION WAS USED TO SET THE COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. THE TRUSTEES APPROVED THE COMPENSATION PACKAGES OF THE COLLEGE'S OFFICERS AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE COLLEGE PROVIDES ACCESS TO ITS FINANCIAL STATEMENTS VIA ITS WEBSITE. THE COLLEGE'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | EQUIPMENT RENTAL: PROGRAM SERVICE EXPENSES 77,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 77,500. OTHER SERVICES: PROGRAM SERVICE EXPENSES 13,712,080. MANAGEMENT AND GENERAL EXPENSES 703,004. FUNDRAISING EXPENSES 183,922. TOTAL EXPENSES 14,599,006. |
| FORM 990, PART XI, LINE 9: | GAIN ON INTEREST RATE EXCHANGE AGREEMENTS 1,179,000. CHANGE IN SPLIT INTEREST AGREEMENTS 3,575,598. UBI GAIN FROM PARTNERSHIPS -8,152,412. LOSS ON UNCOLLECTIBLE PLEDGES -31,878. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITMAN COLLEGE 21ST CENTURY TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 BOYER AVENUE | AddressLine1Txt |
| City | WALLA WALLA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99362 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 916526001 | EIN |
| Primary Activities | PROVIDE SUPPORT FOR WHITMAN COLLEGE | PrimaryActivitiesTxt |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOARD OF TRUSTEES OF WHITMAN COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|
| CHARITABLE LEAD ANNUITY TRUST (1) | |||||||
| 345 BOYER AVENUE | WALLA WALLA | WA | 99362 | HOLDINGS | WA | N/A | 0 |
| CHARITABLE REMAINDER TRUSTS (32) | |||||||
| 345 BOYER AVENUE | WALLA WALLA | WA | 99362 | HOLDINGS | WA | N/A | 0 |
| POOLED INCOME FUNDS (2) | |||||||
| 345 BOYER AVENUE | WALLA WALLA | WA | 99362 | HOLDINGS | WA | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |