UNIVERSITY OF PUGET SOUND: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: UNIVERSITY OF PUGET SOUND (EIN 91-0564961)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-05-13
IRS object ID: 202521339349308207
Schema version: 2023v6.0
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	2025-05-13T15:49:57-05:00	ReturnTs
Tax Period End	2024-06-30	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	999 THIRD AVENUE SUITE 2800	AddressLine1Txt
City	SEATTLE	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	98104	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	910564961	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE UNIVERSITY OF PUGET SOUND	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	UNIV	BusinessNameControlTxt
Phone	2538793224	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1500 N WARNER STREET CMB 1075	AddressLine1Txt
City	TACOMA	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	984161075	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JUSTINE LEVESQUE	PersonNm
Person Title	AVP FOR FINANCE	PersonTitleTxt
Phone	2538792720	PhoneNum
Signature	2025-04-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	EMINA O CRESSWELL CPA	PreparerPersonNm
PTIN	P01217304	PTIN
Phone	2063026500	PhoneNum
Preparation	2025-05-12	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ISIAAH CRAWFORD	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1500 N WARNER STREET CMB 1075	AddressLine1Txt
City	TACOMA	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	984161075	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$187,508,082	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.PUGETSOUND.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1888	FormationYr
Legal Domicile State	WA	LegalDomicileStateCd
Activity Or Mission	DEVELOP STUDENTS TO SUSTAIN INTELLECTUAL CURIOSITY, ACTIVE INQUIRY, & REASONED INDEPENDENCE	ActivityOrMissionDesc
Voting Members Governing Body	29	VotingMembersGoverningBodyCnt
Voting Members Independent	28	VotingMembersIndependentCnt
Total Employee	2179	TotalEmployeeCnt
Total Volunteers	1423	TotalVolunteersCnt
Total Gross UBI	$559,647	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$22,135,535	PYContributionsGrantsAmt
CY Contributions Grants	$15,474,993	CYContributionsGrantsAmt
PY Program Service Revenue	$129,047,834	PYProgramServiceRevenueAmt
CY Program Service Revenue	$129,942,891	CYProgramServiceRevenueAmt
PY Investment Income	$6,009,761	PYInvestmentIncomeAmt
CY Investment Income	$6,133,634	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$157,193,130	PYTotalRevenueAmt
CY Total Revenue	$151,551,518	CYTotalRevenueAmt
PY Grants And Similar Paid	$52,769,065	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$54,123,317	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$70,544,958	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$69,423,355	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$3,621,018	CYTotalFundraisingExpenseAmt
PY Other Expenses	$41,832,477	PYOtherExpensesAmt
CY Other Expenses	$42,988,396	CYOtherExpensesAmt
PY Total Expenses	$165,146,500	PYTotalExpensesAmt
CY Total Expenses	$166,535,068	CYTotalExpensesAmt
PY Revenues Less Expenses	-$7,953,370	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$14,983,550	CYRevenuesLessExpensesAmt
Total Assets BOY	$731,731,932	TotalAssetsBOYAmt
Total Assets EOY	$750,428,227	TotalAssetsEOYAmt
Total Liabilities BOY	$95,212,442	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$92,314,457	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$636,519,490	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$658,113,770	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	UNIVERSITY OF PUGET SOUND, AS A COMMUNITY OF LEARNING, MAINTAINS A STRONG COMMITMENT TO TEACHING EXCELLENCE, SCHOLARLY ENGAGEMENT, AND FRUITFUL STUDENT-FACULTY INTERACTION. THE MISSION OF THE UNIVERSITY IS TO DEVELOP IN ITS STUDENTS' CAPACITIES FOR (CONTINUED ON SCHEDULE O) CRITICAL ANALYSIS, AESTHETIC APPRECIATION, SOUND JUDGMENT, AND APT EXPRESSION THAT WILL SUSTAIN A LIFETIME OF INTELLECTUAL CURIOSITY, ACTIVE INQUIRY, AND REASONED INDEPENDENCE. A PUGET SOUND EDUCATION, BOTH ACADEMIC AND COCURRICULAR, ENCOURAGES A RICH KNOWLEDGE OF SELF AND OTHERS; AN APPRECIATION OF COMMONALITY AND DIFFERENCE; THE FULL, OPEN, AND CIVIL DISCUSSION OF IDEAS; THOUGHTFUL MORAL DISCOURSE; AND THE INTEGRATION OF LEARNING, PREPARING THE UNIVERSITY'S GRADUATES TO MEET THE HIGHEST TESTS OF DEMOCRATIC CITIZENSHIP. SUCH AN EDUCATION SEEKS TO LIBERATE EACH PERSON'S FULLEST INTELLECTUAL AND HUMAN POTENTIAL TO ASSIST IN THE UNFOLDING OF CREATIVE AND USEFUL LIVES.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$148,778,529	ExpenseAmt
Grant	$54,123,317	GrantAmt
Revenue	$129,942,891	RevenueAmt
Desc	THE ONLY NATIONAL INDEPENDENT UNDERGRADUATE LIBERAL ARTS COLLEGE IN WESTERN WASHINGTON, PUGET SOUND SERVES APPROXIMATELY 2,000 STUDENTS FROM 46 STATES AND ABROAD, PROVIDING 1,200 CLASSES IN MORE THAN 50 MAJOR AREAS OF STUDY IN THE ARTS, SCIENCES, HUMANITIES, AND SOCIAL SCIENCES, INCLUDING GRADUATE PROGRAMS IN EDUCATION, OCCUPATIONAL THERAPY, PHYSICAL THERAPY, AND PUBLIC HEALTH. THE COLLEGE MAINTAINS A LOW STUDENT-FACULTY RATIO AND PLACES AN EMPHASIS ON EXCELLENCE IN TEACHING. AN ACADEMICALLY RIGOROUS RESIDENTIAL COLLEGE, PUGET SOUND OFFERS A FULL RANGE OF SERVICES TO SUPPORT THE ACADEMIC EXPERIENCE AND STUDENT SUCCESS, INCLUDING ATHLETICS, STUDY ABROAD, COMMUNITY SERVICE, INTERNSHIPS, CAREER PREPARATION, AND LEADERSHIP OPPORTUNITIES. PUGET SOUND ACTIVELY SEEKS AND SUPPORTS A DIVERSITY (SEE SCHEDULE O) OF BACKGROUNDS AND PERSPECTIVES THAT INFORM DEEP AND BROAD LIFELONG LEARNING FOR STUDENTS, FACULTY, STAFF, ALUMNI AND THE BROADER COMMUNITY.	Desc
Total Program Service Expenses	$148,778,529	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	Yes (1)	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	Yes (1)	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	Yes (1)	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	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	Yes (1)	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	2784	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	2179	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	Yes (1)	NondeductibleContributionsInd
Nondeductible Contri Discl	Yes (1)	NondeductibleContriDisclInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
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	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	29	GoverningBodyVotingMembersCnt
Independent Voting Member	28	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	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	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	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	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JUSTINE LEVESQUE AVP FOR FINANCE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2538793224	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1500 N WARNER 1075	AddressLine1Txt
City	TACOMA	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	98416	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Key EmployeeKeyEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ISIAAH CRAWFORD
PRESIDENT & TRUSTEE	40.00	Yes (X)	Yes (X)	$498,242	$0	$177,167
KIM KVAAL
EXECUTIVE VICE PRESIDENT & CFO	40.00		Yes (X)	$356,612	$0	$64,358
VICTOR MARTIN
VP FOR UNIVERSITY RELATIONS	40.00		Yes (X)	$331,892	$0	$86,886
JOANNA CAREY CLEVELAND
VP GENERAL COUNSEL	40.00		Yes (X)	$285,720	$0	$62,612
MICHAEL JOHNSON
FACULTY	40.00			$296,384	$0	$8,357	Yes (X)
SHERRY SARAH MOORE
FACULTY	40.00			$276,291	$0	$5,750	Yes (X)
MATTHEW BOYCE
VP FOR ENROLLMENT	40.00		Yes (X)	$212,904	$0	$34,908
NICK KONTOGEORGOPOULOS
INTERIM PROVOST (THRU 7/23)	40.00		Yes (X)	$203,709	$0	$34,199
SARAH COMSTOCK
VP FOR STUDENT AFFAIRS & DEAN OF STUDENTS	40.00		Yes (X)	$207,596	$0	$33,994
ALLISON CANNADY-SMITH
AVP FOR CONSTITUENT RELATIONS	40.00			$196,894	$0	$28,616	Yes (X)
PETER H WIMBERGER
FACULTY	40.00			$215,000	$0	$9,080	Yes (X)
ANDREW KERKHOFF
PROVOST (FROM 7/23)	40.00		Yes (X)	$198,693	$0	$16,022
LORNA HERNANDEZ JARVIS
VP INSTITUTIONAL EQUITY & DIVERSITY	40.00		Yes (X)	$191,689	$0	$21,377
JAMES JASINSKI
FACULTY	40.00			$194,932	$0	$8,542	Yes (X)
ROBERT KIEF
AVP FOR FACILITIES SERVICES	40.00			$165,333	$0	$31,827		Yes (X)
JANET S HALLMAN '84
AVP FOR FINANCIAL PLANNING & ANALYSIS	40.00		Yes (X)	$147,180	$0	$19,219
JUSTINE LEVESQUE
AVP FOR FINANCE	40.00		Yes (X)	$140,646	$0	$25,009
LAURA BEHLING
FORMER PROVOST	40.00			$131,986	$0	$23,369			Yes (X)
BETH M PICARDO '83 JD86
TRUSTEE, CHAIR	2.30	Yes (X)	Yes (X)	$0	$0	$0
KENNETH W WILLMAN '82 P15 P18
TRUSTEE, VICE CHAIR	2.30	Yes (X)	Yes (X)	$0	$0	$0
SHELLY J HEIER '98
TRUSTEE, TREASURER	2.30	Yes (X)	Yes (X)	$0	$0	$0
MARIA A ARELLANO '86
TRUSTEE	2.30	Yes (X)		$0	$0	$0
HEIDI B BROCK '85
TRUSTEE	2.30	Yes (X)		$0	$0	$0
MITZI W CARLETTI '78
TRUSTEE	2.30	Yes (X)		$0	$0	$0
RYAN W DUMM '07
TRUSTEE	2.30	Yes (X)		$0	$0	$0
KATHLEEN M DUNCAN
TRUSTEE	2.30	Yes (X)		$0	$0	$0
EMILY S EHRENS '14
TRUSTEE	2.30	Yes (X)		$0	$0	$0
SUMNER P ERDMAN
TRUSTEE	2.30	Yes (X)		$0	$0	$0
BRIAN R GROSS '98
TRUSTEE	2.30	Yes (X)		$0	$0	$0
SCOTT H HIGASHI '91
TRUSTEE	2.30	Yes (X)		$0	$0	$0
KAREN V JENKINS-JOHNSON '82
TRUSTEE	2.30	Yes (X)		$0	$0	$0
JEREMY L KORST
TRUSTEE	2.30	Yes (X)		$0	$0	$0
SARAH L LEE '94
TRUSTEE	2.30	Yes (X)		$0	$0	$0
GWENDOLYN H LILLIS P'0S
TRUSTEE	2.30	Yes (X)		$0	$0	$0
RYAN E MCANINCH '06
TRUSTEE	2.30	Yes (X)		$0	$0	$0
SUNSHINE A MORRISON '94
TRUSTEE	2.30	Yes (X)		$0	$0	$0
CHRISTOPHER R POHLAD '07
TRUSTEE	2.30	Yes (X)		$0	$0	$0
ROBERT C POHLAD
TRUSTEE	2.30	Yes (X)		$0	$0	$0
LYLE QUASIM 70 HON '05
TRUSTEE	2.30	Yes (X)		$0	$0	$0
JAMILIA J SHERLS-JONES '05
TRUSTEE	2.30	Yes (X)		$0	$0	$0
ELIZABETH C STONE
TRUSTEE	2.30	Yes (X)		$0	$0	$0
BRUCE L TITCOMB '80 P'13
TRUSTEE	2.30	Yes (X)		$0	$0	$0
NICHOLAS D VASILIUS '07
TRUSTEE	2.30	Yes (X)		$0	$0	$0
ERIK A WALLACE '96
TRUSTEE	2.30	Yes (X)		$0	$0	$0
DAVID J WATSON '92
TRUSTEE	2.30	Yes (X)		$0	$0	$0
WILLIAM T WEYERHAEUSER
TRUSTEE	2.30	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$4,251,703	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$691,292	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	161	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	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
JANI-KING OF WESTERN WASHINGTON
7064 S 220TH ST BLDG 9	KENT	WA	98032	JANITORIAL SERVICES	$1,358,377
IES ABROAD
33 WEST MONROE STREET SUITE 2300	CHICAGO	IL	60603	STUDY ABROAD SERVICES	$1,122,908
SEMAPHORE CORPORATION
9675 SE 36TH ST	MERCER ISLAND	WA	98040	DESIGN SERVICES	$808,963
MCKINSTRY CO LLC
5005 3RD AVENUE S	SEATTLE	WA	98134	CONSTRUCTION SERVICES	$757,997
SCHUCHART CORPORATION
919 5TH AVE	SEATTLE	WA	98164	CONSTRUCTION SERVICES	$662,337

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	61	CntrctRcvdGreaterThan100KCnt
Government Grants	$2,627,964	GovernmentGrantsAmt
All Other Contributions	$12,847,029	AllOtherContributionsAmt
Noncash Contributions	$409,158	NoncashContributionsAmt
Total Contributions	$15,474,993	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	EDUCATION	Desc
Business	611310	BusinessCd
Total Revenue Column	$129,942,891	TotalRevenueColumnAmt
Related Or Exempt Func Income	$129,942,891	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$129,942,891	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,360,305	TotalRevenueColumnAmt
Unrelated Business Revenue	$559,647	UnrelatedBusinessRevenueAmt
Exclusion	$2,800,658	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$30,589,904	SecuritiesAmt
Other	$8,139,989	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$28,006,065	SecuritiesAmt
Other	$7,950,499	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$2,583,839	SecuritiesAmt
Other	$189,490	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,773,329	TotalRevenueColumnAmt
Exclusion	$2,773,329	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$151,551,518	TotalRevenueColumnAmt
Related Or Exempt Func Income	$129,942,891	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$559,647	UnrelatedBusinessRevenueAmt
Exclusion	$5,573,987	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$48,305	TotalAmt
Program Services	$48,305	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$52,953,213	TotalAmt
Program Services	$52,953,213	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$1,121,799	TotalAmt
Program Services	$1,121,799	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,798,350	TotalAmt
Program Services	$1,453,294	ProgramServicesAmt
Management And General	$1,851,731	ManagementAndGeneralAmt
Fundraising	$493,325	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$51,712,055	TotalAmt
Program Services	$43,657,610	ProgramServicesAmt
Management And General	$6,291,399	ManagementAndGeneralAmt
Fundraising	$1,763,046	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$2,891,493	TotalAmt
Program Services	$2,489,385	ProgramServicesAmt
Management And General	$333,163	ManagementAndGeneralAmt
Fundraising	$68,945	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$7,086,542	TotalAmt
Program Services	$6,261,723	ProgramServicesAmt
Management And General	$458,344	ManagementAndGeneralAmt
Fundraising	$366,475	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$3,934,915	TotalAmt
Program Services	$3,136,168	ProgramServicesAmt
Management And General	$607,532	ManagementAndGeneralAmt
Fundraising	$191,215	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$184,794	TotalAmt
Management And General	$184,794	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$160,810	TotalAmt
Management And General	$160,810	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$382,863	TotalAmt
Management And General	$382,863	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$7,445,050	TotalAmt
Program Services	$5,827,852	ProgramServicesAmt
Management And General	$1,347,941	ManagementAndGeneralAmt
Fundraising	$269,257	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,277,974	TotalAmt
Program Services	$1,503,580	ProgramServicesAmt
Management And General	$711,196	ManagementAndGeneralAmt
Fundraising	$63,198	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,972,474	TotalAmt
Program Services	$2,708,679	ProgramServicesAmt
Management And General	$84,402	ManagementAndGeneralAmt
Fundraising	$179,393	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$2,721,554	TotalAmt
Program Services	$2,260,970	ProgramServicesAmt
Management And General	$430,418	ManagementAndGeneralAmt
Fundraising	$30,166	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$5,234	TotalAmt
Program Services	$5,234	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$5,533,417	TotalAmt
Program Services	$5,440,881	ProgramServicesAmt
Management And General	$73,520	ManagementAndGeneralAmt
Fundraising	$19,016	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,397,446	TotalAmt
Program Services	$2,083,918	ProgramServicesAmt
Management And General	$241,669	ManagementAndGeneralAmt
Fundraising	$71,859	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$217,213	TotalAmt
Program Services	$165,718	ProgramServicesAmt
Management And General	$30,298	ManagementAndGeneralAmt
Fundraising	$21,197	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$1,791,123	TotalAmt
Program Services	$1,748,901	ProgramServicesAmt
Management And General	$24,055	ManagementAndGeneralAmt
Fundraising	$18,167	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$9,424,039	TotalAmt
Program Services	$8,843,411	ProgramServicesAmt
Management And General	$538,704	ManagementAndGeneralAmt
Fundraising	$41,924	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,152,602	TotalAmt
Program Services	$1,108,626	ProgramServicesAmt
Management And General	$34,972	ManagementAndGeneralAmt
Fundraising	$9,004	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	FundraisingFundraisingAmt	Management And GeneralManagementAndGeneralAmt
GOODS PURCHASED FOR RES	$3,548,559	$3,548,247	$312
STUDY ABROAD EXPENSE	$1,992,056	$1,992,056
DUES & SUBSCRIPTIONS	$514,027	$228,972	$11,097	$273,958
LOSS - DEBT EXTINGUISHM	$167,190	$167,190

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$99,971	TotalAmt
Program Services	$22,797	ProgramServicesAmt
Management And General	$73,752	ManagementAndGeneralAmt
Fundraising	$3,422	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$166,535,068	TotalAmt
Program Services	$148,778,529	ProgramServicesAmt
Management And General	$14,135,521	ManagementAndGeneralAmt
Fundraising	$3,621,018	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$16,901,583	BOYAmt
EOY	$8,470,868	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$51,885,331	BOYAmt
EOY	$53,630,670	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$10,438,232	BOYAmt
EOY	$12,406,987	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$646,195	BOYAmt
EOY	$1,089,484	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$3,739,744	BOYAmt
EOY	$2,703,679	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$349,599	BOYAmt
EOY	$352,278	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,950,450	BOYAmt
EOY	$2,257,721	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$358,032,895	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$181,098,024	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$180,148,345	BOYAmt
EOY	$176,934,871	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$72,323,193	BOYAmt
EOY	$15,007,148	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$383,073,286	BOYAmt
EOY	$467,157,219	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$9,205,472	BOYAmt
EOY	$9,255,750	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$1,070,502	BOYAmt
EOY	$1,161,552	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$731,731,932	BOYAmt
EOY	$750,428,227	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$18,033,442	BOYAmt
EOY	$19,168,518	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$2,092,319	BOYAmt
EOY	$1,712,421	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$63,193,006	BOYAmt
EOY	$62,764,564	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$21,892	BOYAmt
EOY	$81,844	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$11,871,783	BOYAmt
EOY	$8,587,110	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$95,212,442	BOYAmt
EOY	$92,314,457	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	$302,256,845	BOYAmt
EOY	$301,341,770	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$334,262,645	BOYAmt
EOY	$356,772,000	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$636,519,490	BOYAmt
EOY	$658,113,770	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$731,731,932	BOYAmt
EOY	$750,428,227	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$14,983,550	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$38,560,507	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$1,982,677	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)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$19,482,601	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$12,828,728	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$13,970,513	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$22,094,535	CurrentTaxYearMinus1YearAmt
Current Tax Year	$15,375,993	CurrentTaxYearAmt
Total	$83,752,370	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$19,482,601	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$12,828,728	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$13,970,513	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$22,094,535	CurrentTaxYearMinus1YearAmt
Current Tax Year	$15,375,993	CurrentTaxYearAmt
Total	$83,752,370	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$16,346,408	SubstantialContributorsTotAmt
Public Support Total170	$67,405,962	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,453,431	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,719,011	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,921,061	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,875,334	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,800,658	CurrentTaxYearAmt
Total	$16,769,495	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,455,975	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus1 Year	$442,194	CurrentTaxYearMinus1YearAmt
Current Tax Year	$318,628	CurrentTaxYearAmt
Total	$4,216,797	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$104,738,662	TotalSupportAmt
Gross Receipts Rltd Activities	$657,409,160	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.64360	PublicSupportCY170Pct
Public Support PY170	0.62030	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

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

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$6,885	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$6,885	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$166,528,183	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$166,535,068	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$1,000,000	CurrentYearMinus3Amt
Current Year Minus2	$1,000,000	CurrentYearMinus2Amt
Current Year Minus1	$1,000,000	CurrentYearMinus1Amt
Current Year	$1,000,000	CurrentYearAmt
Total	$4,000,000	TotalAmt

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

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$7,820	CurrentYearMinus3Amt
Current Year Minus2	$7,547	CurrentYearMinus2Amt
Current Year Minus1	$7,042	CurrentYearMinus1Amt
Current Year	$6,885	CurrentYearAmt
Total	$29,294	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$250,000	CurrentYearMinus3Amt
Current Year Minus2	$250,000	CurrentYearMinus2Amt
Current Year Minus1	$250,000	CurrentYearMinus1Amt
Current Year	$250,000	CurrentYearAmt
Total	$1,000,000	TotalAmt

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

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-A, LINE 1C:	FormAndLineReferenceDesc
Explanation	IN ADDITION TO THE LOBBYING EXPENDITURES REPORTED ON LINE 1C, THE UNIVERSITY PAID $196,110 IN INSTITUTIONAL MEMBERSHIP DUES, AS WELL AS OTHER DEPARTMENTAL MEMBERSHIP DUES, TO ORGANIZATIONS THAT MAY HAVE PERFORMED LOBBYING ACTIVITIES ON BEHALF OF ITS MEMBERSHIP. MOST OF THESE ORGANIZATIONS ARE 501(C)(3) ORGANIZATIONS WHICH ARE EXEMPT UNDER SECTION 6033(E) FROM HAVING TO REPORT TO ITS MEMBERSHIP THE PORTION OF DUES THAT ARE ALLOCABLE TO POLITICAL OR LOBBYING ACTIVITIES. AS SUCH, THE UNIVERSITY DOES NOT HAVE THIS INFORMATION TO REPORT ON THIS RETURN.	ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$0	RevenuesIncludedAmt
Assets Included	$1,051,238	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

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

Field	Value	IRS element (for citing)
Collection Used Other Purposes	Yes (X)	CollectionUsedOtherPurposesInd
Other Purposes	TEACHING MATERIAL & CURRICULA	OtherPurposesDesc

Field	Value	IRS element (for citing)
Solicited Assets Sale	0	SolicitedAssetsSaleInd
Agent Trustee Etc	0	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (1)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$458,251,447	BeginningYearBalanceAmt
Contributions	$6,748,170	ContributionsAmt
Investment Earnings Or Losses	$41,977,003	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$9,151,155	GrantsOrScholarshipsAmt
Other Expenditures	$16,979,582	OtherExpendituresAmt
Administrative Expenses	$380,093	AdministrativeExpensesAmt
End Year Balance	$480,465,790	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$428,906,244	BeginningYearBalanceAmt
Contributions	$14,539,568	ContributionsAmt
Investment Earnings Or Losses	$37,427,173	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$8,261,355	GrantsOrScholarshipsAmt
Other Expenditures	$13,805,600	OtherExpendituresAmt
Administrative Expenses	$554,583	AdministrativeExpensesAmt
End Year Balance	$458,251,447	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$476,039,677	BeginningYearBalanceAmt
Contributions	$2,381,463	ContributionsAmt
Investment Earnings Or Losses	-$33,784,117	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$7,989,698	GrantsOrScholarshipsAmt
Other Expenditures	$6,242,707	OtherExpendituresAmt
Administrative Expenses	$1,498,374	AdministrativeExpensesAmt
End Year Balance	$428,906,244	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$380,044,572	BeginningYearBalanceAmt
Contributions	$3,614,126	ContributionsAmt
Investment Earnings Or Losses	$115,682,649	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$7,745,578	GrantsOrScholarshipsAmt
Other Expenditures	$14,811,251	OtherExpendituresAmt
Administrative Expenses	$744,841	AdministrativeExpensesAmt
End Year Balance	$476,039,677	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$381,766,489	BeginningYearBalanceAmt
Contributions	$11,228,159	ContributionsAmt
Investment Earnings Or Losses	$3,194,113	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$7,365,945	GrantsOrScholarshipsAmt
Other Expenditures	$8,106,687	OtherExpendituresAmt
Administrative Expenses	$671,557	AdministrativeExpensesAmt
End Year Balance	$380,044,572	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.29739	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.37372	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.32889	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (1)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (1)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$11,630,282	OtherCostOrOtherBasisAmt
Book Value	$11,630,282	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$294,489,870	OtherCostOrOtherBasisAmt
Depreciation	$149,963,839	DepreciationAmt
Book Value	$144,526,031	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$13,970,647	OtherCostOrOtherBasisAmt
Depreciation	$9,090,953	DepreciationAmt
Book Value	$4,879,694	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$37,942,096	OtherCostOrOtherBasisAmt
Depreciation	$22,043,232	DepreciationAmt
Book Value	$15,898,864	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$176,934,871	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
ENDOWMENT GLOBAL EQUITIES	$238,496,669	F
ENDOWMENT GLOBAL FIXED INCOME	$45,797,935	F
ENDOWMENT ABSOLUTE RETURN	$38,581,139	F
ENDOWMENT REAL ASSETS	$68,933,584	F
ENDOWMENT PRIVATE CAPITAL	$67,196,204	F
NONPOOLED ENDOWMENT WITH EXTERNAL MANAGERS	$2,278,599	F
INVESTMENT IN LLC	$5,873,089	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$467,157,219	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS	$2,418,039
GOVERNMENT ADVANCES FOR STUDENT LOANS	$3,470,635
ASSET RETIREMENT OBLIGATION	$2,677,415
CAPITAL LEASE OBLIGATIONS	$21,021

Field	Value	IRS element (for citing)
Total Liability	$8,587,110	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 4:	THE PUGET SOUND MUSEUM OF NATURAL HISTORY LOCATED ON THE UNIVERSITY'S CAMPUS IN THOMPSON HALL PROVIDES ONE OF THE REGION'S MOST SIGNIFICANT REPOSITORIES FOR BIRD, MAMMAL, REPTILE, AMPHIBIAN, PLANT, FOSSIL, ROCK AND MINERAL SPECIMENS. THESE SPECIMENS, MOSTLY FROM THE PACIFIC NORTHWEST, COMPRISE APPROXIMATELY 110,000 SPECIMENS. THE MUSEUM SERVES AS A RESOURCE FOR STUDENTS, RESEARCHERS, ARTISTS, AND EDUCATORS. IT IS ALSO USED BY COURSES THROUGHOUT THE UNIVERSITY AND BY SCHOOLS THROUGHOUT THE SOUTH PUGET SOUND AREA. THOUSANDS OF K-12 STUDENTS ARE EXPOSED TO THE MUSEUM'S COLLECTIONS THROUGH CURRICULUM KITS THAT GO INTO THE SCHOOLS, MUSEUM TOURS, AND OTHER OUTREACH ACTIVITIES. THE MUSEUM FEATURES A SMALL SET OF EXHIBITS FOCUSED ON THE BIODIVERSITY OF THE REGION. THE COLLINS MEMORIAL LIBRARY: THE UNIQUE COLLECTIONS OF THE COLLINS MEMORIAL LIBRARY, IN BOTH PRINT AND ELECTRONIC FORMAT, COVER A BROAD RANGE OF TOPICS, FORMATS, AND PERIODS. THE LIBRARY'S MANY UNIQUE MATERIALS INCLUDE ARTISTS' BOOKS, MANUSCRIPT COLLECTIONS, PHOTOGRAPHS, RARE BOOKS, AND MATERIALS THAT DOCUMENT LOCAL AND REGIONAL HISTORY AND ART. THE COLLECTIONS PROVIDE EDUCATIONAL AND RESEARCH RESOURCES FOR STUDENTS, FACULTY, AND STAFF AND SUPPORT THE UNIVERSITY'S COMMITMENT TO TEACHING, LEARNING, CIVIC ENGAGEMENT AND DIVERSITY.
PART IV, LINE 2B:	THE UNIVERSITY RECEIVES SCHOLARSHIP AND FELLOWSHIP FUNDS FROM UNRELATED GRANTING ORGANIZATIONS AND AWARDS THEM TO SPECIFIC, NAMED STUDENTS AS DIRECTED BY THE GRANTING ORGANIZATIONS. THE UNIVERSITY ALSO ACTS AS CUSTODIAN FOR THE FUNDS OF SERVICE ORGANIZATIONS IN WHICH STUDENTS, FACULTY, OR STAFF PARTICIPATE. THESE ORGANIZATIONS ARE LEGALLY SEPARATE FROM THE UNIVERSITY AND ARE FUNDED FROM SOURCES INDEPENDENT OF THE UNIVERSITY.
PART V, LINE 4:	THE UNIVERSITY'S ENDOWMENT INCLUDES DONOR-RESTRICTED ENDOWMENT AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENT (QUASI-ENDOWMENT). THE UNIVERSITY'S DONOR-RESTRICTED ENDOWMENT WAS CREATED THROUGH THE GENEROSITY OF GENERATIONS OF DONORS WHO REQUESTED THAT THEIR GIFTS BE INVESTED FOR A PERIOD OF TIME OR IN PERPETUITY TO PROVIDE RESOURCES TO SUPPORT THE UNIVERSITY'S MISSION. THE UNIVERSITY'S QUASI-ENDOWMENT WAS CREATED BY THE BOARD OF TRUSTEES THROUGH THEIR DESIGNATION OF UNRESTRICTED BEQUESTS AND CAREFUL STEWARDSHIP OF OTHER UNRESTRICTED RESOURCES. THE PURPOSE OF THE ENDOWMENT IS TO PROVIDE ONGOING FINANCIAL SUPPORT FOR THE UNIVERSITY'S ANNUAL OPERATIONS. THE UNIVERSITY RECOGNIZES THAT SUPPORT FOR CURRENT OPERATIONS MUST BE CONSISTENT WITH THE LONG-TERM GROWTH OF THE ENDOWMENT. OVER TIME THE UNIVERSITY'S GOAL IS TO GROW THE ENDOWMENT THROUGH PRUDENT INVESTMENT AND THROUGH THE ADDITION OF NEW GIFTS, WHILE PROVIDING STEADILY GROWING SUPPORT TO UNIVERSITY PROGRAMS ACROSS GENERATIONS.
PART X, LINE 2:	FEDERAL INCOME TAXES: THE UNIVERSITY HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME. DONATIONS TO THE UNIVERSITY ARE GENERALLY TAX DEDUCTIBLE TO THE DONOR. THE UNIVERSITY'S WHOLLY-OWNED SUBSIDIARY, RAINIER HEIGHTS HOLDINGS, LLC, IS DISREGARDED FOR FEDERAL INCOME TAX PURPOSES, AND ITS ACTIVITY FLOWS THROUGH TO THE UNIVERSITY. THE UNIVERSITY HAD NO UNRECOGNIZED TAX BENEFITS THAT WOULD HAVE REQUIRED AN ADJUSTMENT TO ITS NET ASSETS AT JUNE 30, 2024 OR 2023.

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 UNIVERSITY PUBLISHES ITS NONDISCRIMINATORY POLICY TOWARD STUDENTS ANNUALLY IN A NEWSPAPER UNDER GUIDELINES SET FORTH IN REV. PROC. 75-50, 1975-2 C.B. 587 SECTION 4.03. THE UNIVERSITY ALSO INCLUDES THIS NONDISCRIMINATORY STATEMENT IN PUBLICATIONS DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS.

SCHEDULE E, PART I, LINE 6

THE UNIVERSITY HAS RECEIVED FUNDING FROM THE FEDERAL GOVERNMENT TO SUPPORT STUDENT WORK-STUDY AND FINANCIAL AID, INCLUDING FEDERAL PELL GRANT PROGRAM, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS, FEDERAL WORK-STUDY PROGRAM, FEDERAL PERKINS LOAN PROGRAM, AND FEDERAL DIRECT STUDENT LOANS PROGRAM. FEDERAL RESEARCH GRANTS HAVE ALSO BEEN RECEIVED DIRECTLY OR INDIRECTLY FROM THE FOLLOWING FEDERAL AGENCIES: NATIONAL SCIENCE FOUNDATION, NATIONAL AERONAUTICS AND SPACE ADMINISTRATION, AND DEPARTMENT OF HEALTH AND HUMAN SERVICES/ NATIONAL INSTITUTES OF HEALTH. THE UNIVERSITY ALSO RECEIVED FUNDING FROM OTHER SMALL STATE AND LOCAL GRANTS IN SUPPORT OF CONFERENCES, SCHOLARSHIP AND OTHER PROGRAMMATIC ACTIVITIES.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	0	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (15 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
CENTRAL AMERICA AND THE CARIBBEAN	0	INVESTMENTS	$5,196,472
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,	0	GRANTMAKING	$29,500
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM	0	GRANTMAKING	$416,555
EAST ASIA AND THE PACIFIC	0	GRANTMAKING	$183,521
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,	0	PROGRAM SERVICES	$31,003	FACULTY CONFERENCES
SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,	0	PROGRAM SERVICES	$4,855	FACULTY CONFERENCES
MIDDLE EAST AND NORTH AFRICA	0	PROGRAM SERVICES	$6,069	FACULTY CONFERENCES
SUB-SAHARAN AFRICA	0	PROGRAM SERVICES	$36,991	STUDY TOURS, FACULTY CONFERENCES
EUROPE (INCLUDING ICELAND AND GREENLAND)	1	PROGRAM SERVICES	$105,317	STUDY TOURS, FACULTY CONFERENCES
EAST ASIA AND THE PACIFIC	0	PROGRAM SERVICES	$397,410	STUDY TOURS, FACULTY CONFERENCES
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,	0	PROGRAM SERVICES	$36,904	STUDY TOURS, FACULTY CONFERENCES
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES	0	PROGRAM SERVICES	$42,723	STUDY TOURS, FACULTY CONFERENCES
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,	0	GRANTMAKING	$114,925
SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,	0	GRANTMAKING	$377,298
EAST ASIA AND THE PACIFIC	0	FUNDRAISING	$5,524

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	1	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	1	TotalEmployeeCnt
Subtotal Spent	$5,904,966	SubtotalSpentAmt
Continuation Spent	$1,080,101	ContinuationSpentAmt
Total Spent	$6,985,067	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Non Cash AssistanceNonCashAssistanceAmt
FINANCIAL AID GRANTS POSTED TO EACH STUDENT'S PUGET SOUND ACCOUNT WHEN STUDENTS WERE STUDYING ABROAD THAT TERM	EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,	43	$183,521	CREDIT TO STUDENT ACCOUNT REDUCING FUTURE PAYMENT	$0
FINANCIAL AID GRANTS POSTED TO EACH STUDENT'S PUGET SOUND ACCOUNT WHEN STUDENTS WERE STUDYING ABROAD THAT TERM	EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU	79	$416,555	CREDIT TO STUDENT ACCOUNT REDUCING FUTURE PAYMENT	$0
FINANCIAL AID GRANTS POSTED TO EACH STUDENT'S PUGET SOUND ACCOUNT WHEN STUDENTS WERE STUDYING ABROAD THAT TERM	SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,	4	$29,500	CREDIT TO STUDENT ACCOUNT REDUCING FUTURE PAYMENT	$0
FINANCIAL AID GRANTS POSTED TO EACH STUDENT'S PUGET SOUND ACCOUNT WHEN STUDENTS WERE STUDYING ABROAD THAT TERM	CENTRAL AMERICA AND THE CARIBBEAN	24	$114,925	CREDIT TO STUDENT ACCOUNT REDUCING FUTURE PAYMENT	$0
FINANCIAL AID GRANTS POSTED TO EACH STUDENT'S PUGET SOUND ACCOUNT WHEN STUDENTS WERE STUDYING ABROAD THAT TERM	SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,	54	$377,298	CREDIT TO STUDENT ACCOUNT REDUCING FUTURE PAYMENT	$0

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 (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 2:

ALL STUDENTS SEEKING NEED BASED FINANCIAL ASSISTANCE ARE REQUIRED TO COMPLETE THE FAFSA. ELIGIBILITY, OR NEED, IS DETERMINED THROUGH FEDERAL METHODOLOGY AND RESULTING EXPECTED FAMILY CONTRIBUTION AS SET AGAINST STANDARD COST OF ATTENDANCE. NEED BASED AID IS AWARDED BASED ON FEDERAL AND/OR STATE ELIGIBILITY REQUIREMENTS AND INSTITUTIONAL POLICY. IN COMPLIANCE WITH TITLE IV REGULATIONS, TOTAL AID FROM ALL SOURCES CANNOT EXCEED NEED OR THE ANNUAL COST OF ATTENDANCE, REGARDLESS OF THE LEVEL OF NEED. AID AWARDS ARE POSTED TO STUDENT ACCOUNTS AS AN OFFSET TO SEMESTER CHARGES. INSTITUTIONAL POLICY PROHIBITS THE RELEASE OR REFUND OF AID TO STUDENTS UNLESS TOTAL CHARGES FOR THE SEMESTER HAVE BEEN PAID.

PART I, LINE 3:

THE UNIVERSITY'S FINANCIAL STATEMENTS ARE ACCOUNTED FOR ON AN ACCRUAL BASIS OF ACCOUNTING. AS SUCH, THE EXPENDITURES REPORTED BY REGION IN COLUMN (F) ARE ACCOUNTED FOR ON AN ACCRUAL BASIS OF ACCOUNTING AND DO NOT INCLUDE EXPENDITURES THAT WERE RECOGNIZED IN A PRIOR REPORTING PERIOD. UNDER THE UNIVERSITY'S CURRENT ACCOUNTING PROCEDURES, INDIRECT AND DIRECT EXPENSES ASSOCIATED WITH CERTAIN ACTIVITIES OUTSIDE THE UNITED STATES ARE NOT SEPARATELY TRACKED AND THEREFORE ARE NOT INCLUDED IN COLUMN (F). THE AMOUNT ON PART I, LINE 3, COLUMN (F) FOR INVESTMENTS 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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	FREEDOM EDUCATION PROJECT PUGET SOUND (FEPPS)	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	918 S HORTON ST 912	AddressLine1Txt
City	SEATTLE	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	98134	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	455291038	RecipientEIN
IRC Section	501(C)(3)	IRCSectionDesc
Cash Grant	$48,305	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt
Purpose Of Grant	TO SUPPORT INSTRUCTION IN THE WASHINGTON WOMEN'S CORRECTIONAL CENTER AT PURDY WHICH LEADS TO A BA	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
STUDENT FINANCIAL AID GRANTS	1503	$52,082,357
STUDENT RESEARCH GRANTS	73	$364,699
STUDENT FELLOWSHIPS	85	$300,112
STUDENT PRIZES & AWARDS	194	$187,567
FACULTY RESEARCH GRANTS	14	$18,478

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	ALL STUDENTS SEEKING NEED BASED FINANCIAL ASSISTANCE ARE REQUIRED TO COMPLETE THE FAFSA, ELIGIBILITY, OR NEED, IS DETERMINED THROUGH FEDERAL METHODOLOGY AND RESULTING EXPECTED FAMILY CONTRIBUTION AS SET AGAINST STANDARD COST OF ATTENDANCE. NEED BASED AID IS AWARDED BASED ON FEDERAL AND/OR STATE ELIGIBILITY REQUIREMENTS AND INSTITUTIONAL AID IS AWARDED ACCORDING TO INSTITUTIONAL POLICY. AMOUNTS OF AID AWARDED ARE IN COMPLIANCE WITH GOVERNING REGULATIONS OR INSTITUTIONAL POLICY IN COMPLIANCE WITH TITLE IV REGULATIONS, TOTAL AID FROM ALL SOURCES CANNOT EXCEED NEED OR THE ANNUAL COST OF ATTENDANCE, REGARDLESS OF THE LEVEL OF NEED. AID AWARDS ARE POSTED TO STUDENT ACCOUNTS AS AN OFFSET TO SEMESTER CHARGES. INSTITUTIONAL POLICY PROHIBITS THE RELEASE OR REFUND OF AID TO STUDENTS UNLESS TOTAL CHARGES FOR THE SEMESTER HAVE BEEN PAID.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Travel For Companions	Yes (X)	TravelForCompanionsInd
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
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	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 (18 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
ISIAAH CRAWFORD
PRESIDENT & TRUSTEE	$495,934	$0	$0	$0	$2,308	$0	$143,637	$0	$33,530	$0	$675,409	$0	$0	$0
KIM KVAAL
EXECUTIVE VICE PRESIDENT & CFO	$356,612	$0	$0	$0	$0	$0	$42,716	$0	$21,642	$0	$420,970	$0	$0	$0
VICTOR MARTIN
VP FOR UNIVERSITY RELATIONS	$331,892	$0	$0	$0	$0	$0	$60,710	$0	$26,176	$0	$418,778	$0	$0	$0
JOANNA CAREY CLEVELAND
VP GENERAL COUNSEL	$285,720	$0	$0	$0	$0	$0	$33,650	$0	$28,962	$0	$348,332	$0	$0	$0
MICHAEL JOHNSON
FACULTY	$60,232	$0	$625	$0	$235,527	$0	$3,545	$0	$4,812	$0	$304,741	$0	$0	$0
SHERRY SARAH MOORE
FACULTY	$0	$0	$0	$0	$276,291	$0	$0	$0	$5,750	$0	$282,041	$0	$0	$0
MATTHEW BOYCE
VP FOR ENROLLMENT	$212,904	$0	$0	$0	$0	$0	$13,410	$0	$21,498	$0	$247,812	$0	$0	$0
NICK KONTOGEORGOPOULOS
INTERIM PROVOST (THRU 7/23)	$183,209	$0	$20,500	$0	$0	$0	$17,085	$0	$17,114	$0	$237,908	$0	$0	$0
SARAH COMSTOCK
VP FOR STUDENT AFFAIRS & DEAN OF STU	$207,596	$0	$0	$0	$0	$0	$12,534	$0	$21,460	$0	$241,590	$0	$0	$0
ALLISON CANNADY-SMITH
AVP FOR CONSTITUENT RELATIONS	$91,269	$0	$625	$0	$105,000	$0	$5,294	$0	$23,322	$0	$225,510	$0	$0	$0
PETER H WIMBERGER
FACULTY	$214,375	$0	$625	$0	$0	$0	$4,245	$0	$4,835	$0	$224,080	$0	$0	$0
ANDREW KERKHOFF
PROVOST (FROM 7/23)	$176,744	$0	$20,000	$0	$1,949	$0	$7,250	$0	$8,772	$0	$214,715	$0	$0	$0
LORNA HERNANDEZ JARVIS
VP INSTITUTIONAL EQUITY & DIVERSITY	$191,689	$0	$0	$0	$0	$0	$11,526	$0	$9,851	$0	$213,066	$0	$0	$0
JAMES JASINSKI
FACULTY	$194,932	$0	$0	$0	$0	$0	$3,726	$0	$4,816	$0	$203,474	$0	$0	$0
ROBERT KIEF
AVP FOR FACILITIES SERVICES	$164,708	$0	$625	$0	$0	$0	$10,456	$0	$21,371	$0	$197,160	$0	$0	$0
JANET S HALLMAN '84
AVP FOR FINANCIAL PLANNING & ANALYSI	$146,555	$0	$625	$0	$0	$0	$8,970	$0	$10,249	$0	$166,399	$0	$0	$0
JUSTINE LEVESQUE
AVP FOR FINANCE	$140,021	$0	$625	$0	$0	$0	$9,097	$0	$15,912	$0	$165,655	$0	$0	$0
LAURA BEHLING
FORMER PROVOST	$131,361	$0	$625	$0	$0	$0	$13,712	$0	$9,657	$0	$155,355	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	FIRST-CLASS OR CHARTER TRAVEL: THE PRESIDENT IS THE ONLY POSITION REPORTED ON THE FORM 990 FOR WHICH THE UNIVERSITY PAID OR REIMBURSED BUSINESS OR FIRST-CLASS TRAVEL. THE UNIVERSITY DID NOT UTILIZE CHARTERED FLIGHTS FOR AIR TRAVEL. EXTENSIVE TRAVEL IS REQUIRED OF THE POSITION OF PRESIDENT AND THEY ARE ENCOURAGED BY THE BOARD OF TRUSTEES TO TRAVEL BUSINESS OR FIRST CLASS ON FLIGHTS OF TWO HOURS OR MORE. THIS PROVISION IS MADE FOR SEVERAL REASONS 1) BUSINESS OR FIRST-CLASS TRAVEL ALLOWS FOR THE MOST FLEXIBILITY TO ACCOMMODATE A TRAVEL SCHEDULE THAT MUST FREQUENTLY BE ALTERED, OFTEN AT THE LAST MINUTE TO ACCOMMODATE DONORS' SCHEDULES, ADD CRITICAL MEETINGS, OR TO TAKE ADVANTAGE OF OTHER STRATEGIC OPPORTUNITIES FOR THE UNIVERSITY, 2) CIRCUMSTANCES SOMETIMES CALL FOR THE PRESIDENT TO RETURN TO CAMPUS WITHOUT NOTICE, OR TO REMAIN ON CAMPUS WHEN A TRIP WAS PLANNED, AND FIRST OR BUSINESS-CLASS TRAVEL BEST ACCOMMODATES THESE CHANGING CONDITIONS, AND 3) THE BOARD OF TRUSTEES WISHES THE PRESIDENT TO BE AT THEIR BEST PERFORMANCE REPRESENTING AND SEEKING FUNDING FOR THE UNIVERSITY DURING OFTEN GRUELING TRAVEL ITINERARIES FOR MEETINGS FREQUENTLY CRITICAL TO THE INSTITUTION'S WELL-BEING. THIS ACCOMMODATION WAS NOT TREATED AS TAXABLE COMPENSATION. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: THE PRESIDENT IS REQUIRED TO LIVE ON CAMPUS IN THE UNIVERSITY-OWNED PRESIDENT'S RESIDENCE WHERE THEY REGULARLY HOLD UNIVERSITY EVENTS. BECAUSE THE PRESIDENT ACCEPTS THIS REQUIREMENT AS A CONDITION OF EMPLOYMENT, THE RESIDENCE IS ON UNIVERSITY PREMISES, AND IT IS PROVIDED FOR THE CONVENIENCE OF THE UNIVERSITY, UNDER IRS RULES IT IS NOT CONSIDERED A TAXABLE BENEFIT TO THE PRESIDENT. AS REQUIRED BY IRS FORM 990, THE VALUE OF THE PORTION OF THE RESIDENCE USED BY THE PRESIDENT FOR PERSONAL LIVING QUARTERS HAS BEEN ESTIMATED AND IS INCLUDED IN THE AMOUNTS REPORTED ON FORM 990, SCHEDULE J, PART II, COLUMN (D). HEALTH CLUB MEMBERSHIP: THE PRESIDENT'S HEALTH CLUB MEMBERSHIP IS PAID BY THE UNIVERSITY AND REPORTED AS TAXABLE COMPENSATION. PERSONAL SERVICES: THE UNIVERSITY PAYS FOR THE PRESIDENT'S HOUSE CLEANING SERVICES.
PART I, LINES 4A-B	LINE 4A: ALLISON CANNADY-SMITH, $105,000 LINE 4B: IN 2023, ISIAAH CRAWFORD, KIM KVAAL, VICTOR MARTIN, JOANNA CLEVELAND, AND LORNA HERNANDEZ JARVIS PARTICIPATED IN A 457(F) SUPPLEMENTAL RETIREMENT PLAN SUBJECT TO FUTURE VESTING. ISIAAH CRAWFORD, KIM KVAAL, VICTOR MARTIN, AND JOANNA CLEVELAND WERE APPROVED FOR A $100,000, $18,900, $17,600, AND $15,500 CONTRIBUTION TO THEIR 457(F) ACCOUNTS IN 2023. NO OTHER CONTRIBUTIONS WERE RECEIVED IN 2023 OTHER THAN EARNINGS ON UNVESTED BALANCES.
PART II:	OTHER REPORTABLE COMPENSATION UNDER COLUMN B(III) INCLUDES TAXABLE OPTIONAL LIFE INSURANCE, VESTED 457(F) DEFERRED COMPENSATION ACCUMULATION, FACULTY EARLY RETIREMENT, RELOCATION COSTS, AND CAREER CHANGE PLAN DISTRIBUTIONS, AS APPLICABLE TO EACH INDIVIDUAL. COLUMN (C) RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES 403(B) RETIREMENT CONTRIBUTIONS, UNVESTED 457(F) DEFERRED COMPENSATION, AND THE ATTRIBUTED INCREASE OR DECREASE IN THE ACTUARIAL VALUE OF THE FACULTY EARLY RETIREMENT AND CAREER CHANGE PLAN AND POST-RETIREMENT MEDICAL BENEFITS PLAN, AS APPLICABLE TO EACH INDIVIDUAL. COLUMN (D) NONTAXABLE BENEFITS INCLUDE EMPLOYER AND EMPLOYEE PRE-TAX CONTRIBUTIONS TO MEDICAL INCLUDING FACULTY POST-RETIREMENT MEDICAL, DENTAL, DISABILITY, AND LIFE INSURANCE BENEFITS, DEPENDENT TUITION BENEFITS, AND PERSONAL PORTION OF EMPLOYER PROVIDED HOUSING AS A REQUIREMENT OF EMPLOYMENT, AS APPLICABLE FOR EACH INDIVIDUAL.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd	CUSIPCUSIPNum
WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY (WHEFA)
A	911306482	2022-07-22	$35,600,000	REFUND OUTSTANDING WHEFA 2012A BOND	0	0	0
WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY (WHEFA)
B	911306482	2023-09-06	$27,025,000	REFUND OUTSTANDING WHEFA 2021A BOND	0	0	0	9397816C9

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt
A	$1,530,000	$35,600,000	$35,600,000	2021	0	Yes (1)	Yes (1)	Yes (1)
B		$27,025,000	$26,640,395	2003	Yes (1)	0	Yes (1)	Yes (1)	$384,605

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	Engage Bond Counsel ResearchEngageBondCounselResearchInd	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	Yes (1)	Yes (1)	0.00000	0.00000	0.00000	0	0	Yes (1)
B	0	0	0	Yes (1)	Yes (1)	0.00000	0.00000	0.00000	0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd
A	Yes (1)	0	0	0	0	Yes (1)
B	0	0	0	0	0	Yes (1)	Yes (1)	0	0

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Field	Value	IRS element (for citing)
Cash Grant	$47,341	CashGrantAmt
Type Of Assistance	MERIT SCHOLARSHIP	TypeOfAssistanceTxt
Assistance Purpose	STUDENT AID	AssistancePurposeTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	21	ContributionCnt
Noncash Contributions Rpt F990	$402,195	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	OTHER MISC	Desc
Contribution	5	ContributionCnt
Noncash Contributions Rpt F990	$6,963	NoncashContributionsRptF990Amt
Method Of Determining Revenues	ESTIMATED FMV	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	Yes (1)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, COLUMN (B):	THE NUMBER OF CONTRIBUTIONS REPRESENT A COMBINATION OF THE NUMBER OF ITEMS RECEIVED AND THE NUMBER OF CONTRIBUTIONS RECEIVED. FOR PUBLICLY TRADED SECURITIES, THE NUMBER REPRESENTS EACH GIFT OF STOCK AND NOT THE NUMBER OF SHARES RECEIVED.
PART I, LINE 32B:	THE UNIVERSITY UTILIZES THIRD PARTIES, SUCH AS BROKERS, AUCTIONEERS, OR DEALERS, TO ASSIST IN COST-EFFECTIVE LIQUIDATION OF SECURITIES AND REAL AND TANGIBLE PROPERTY, AS APPROPRIATE, AND TO MAXIMIZE THE NET GIFT RECEIVED. THE UNIVERSITY HAS NO RELATED ORGANIZATION WHICH PERFORMS THIS FUNCTION.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2	ROBERT POHLAD AND CHRISTOPHER POHLAD HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11B	THE PREPARATION AND REVIEW PROCESS FOR THE UNIVERSITY OF PUGET SOUND'S FORM 990 AND REQUIRED SCHEDULES IS DESIGNED TO PRODUCE A COMPLETE AND ACCURATE RETURN FILED ON TIME WITH THE IRS. THE FORM 990 AND REQUIRED SCHEDULES ARE PREPARED AND REVIEWED BY AN OUTSIDE CPA FIRM FROM AUDITED FINANCIAL STATEMENT DATA OR FROM DATA PROVIDED BY UNIVERSITY PERSONNEL RESPONSIBLE FOR PREPARING OR MAINTAINING SUCH INFORMATION. THE FORM AND REQUIRED SCHEDULES ARE SUBJECTED TO THREE ADDITIONAL LEVELS OF REVIEW BEFORE THEY ARE FILED WITH THE IRS. TWO NON-TRUSTEE FINANCIAL OFFICERS, THE ASSOCIATE VICE-PRESIDENT FOR FINANCE, AND THE CHIEF FINANCIAL OFFICER, REVIEW THE FORM AND REQUIRED SCHEDULES AGAINST SUPPORTING SOURCE DOCUMENTATION AND/OR OTHER INFORMATION. THE FORM 990 AND REQUIRED SCHEDULES, ALONG WITH INTERPRETIVE COMMENTARY ARE PROVIDED TO EACH VOTING MEMBER OF THE UNIVERSITY'S BOARD OF TRUSTEES. ANY CHANGES IDENTIFIED DURING REVIEW ARE MADE AND CONFIRMED BY A NON-TRUSTEE FINANCIAL OFFICER BEFORE THE FORM 990 AND REQUIRED SCHEDULES ARE FILED WITH THE IRS. THE FILED FORM 990 AND REQUIRED SCHEDULES ARE ALSO REVIEWED ANNUALLY BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. ADDITIONALLY, THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES CONDUCTS AN ANNUAL REVIEW OF COMPENSATION-RELATED DISCLOSURES IN THE FORM 990 AND REQUIRED SCHEDULES.
FORM 990, PART VI, SECTION B, LINE 12C	THE CONFLICT OF INTEREST POLICY IS INCLUDED IN BOARD MATERIALS FOR NEW TRUSTEES, AND THE CONFLICT OF INTEREST PROCESS IS INCLUDED IN THE BOARD'S BYLAWS. ANNUALLY THE SECRETARY REMINDS TRUSTEES, OFFICERS, AND KEY EMPLOYEES OF THE POLICY IN WRITING AND SOLICITS THEIR COMPLETION OF THE CONFLICT OF INTEREST QUESTIONNAIRE. RESPONSES TO THE CONFLICT OF INTEREST QUESTIONNAIRE ARE PROVIDED TO THE DIRECTOR OF FINANCE WHO WORKS WITH THE SECRETARY TO ASSURE ALL QUESTIONNAIRES ARE COMPLETED AND REPORTED CONFLICTS ADDRESSED (IF ANY). ANY CONFLICTS THAT AFFECT A TRUSTEE'S ABILITY TO PARTICIPATE OR VOTE ON A MATTER ARE DISCLOSED TO THE BOARD OR COMMITTEE AND THE RECUSAL IS REFLECTED IN THE MEETING MINUTES. THE UNIVERSITY OF PUGET SOUND FILES AN INFORMATIONAL RETURN (FORM 990) ANNUALLY WITH THE INTERNAL REVENUE SERVICE (IRS) AND AN ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN (FORM 5500) WITH THE DEPARTMENT OF LABOR. AS PART OF THESE FILINGS, WE REPORT CERTAIN INFORMATION ABOUT INDIVIDUALS WITH WHOM PUGET SOUND HAD A RELATIONSHIP, AND TRANSACTIONS THE INDIVIDUAL MAY HAVE WITH SPECIFIED PARTIES DURING THE FISCAL YEAR.
FORM 990, PART VI, SECTION B, LINE 15	THE UNIVERSITY FOLLOWS THE REBUTTABLE PRESUMPTION OF REASONABLENESS PROCEDURES IDENTIFIED IN TREASURY REGULATION SECTION 53.4958-6, WHICH REQUIRE THE FOLLOWING THREE CONDITIONS TO BE MET: 1) ALL ELEMENTS OF COMPENSATION (COMPENSATION ARRANGEMENTS) ARE APPROVED IN ADVANCE BY AN AUTHORIZED BODY, WHICH IS THE GOVERNING BODY, A COMMITTEE OF THE GOVERNING BODY OR OTHER PARTIES AUTHORIZED BY THE GOVERNING BODY OF THE ORGANIZATION WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENTS; 2) PRIOR TO MAKING THE DETERMINATION, THE AUTHORIZED BODY OBTAINS AND RELIES UPON APPROPRIATE DATA AS TO COMPARABILITY; AND 3) THE AUTHORIZED BODY ADEQUATELY DOCUMENTS THE BASIS FOR ITS DETERMINATION REGARDING COMPENSATION ARRANGEMENTS CONCURRENTLY WITH MAKING THE DECISION. OFFICER AND KEY EMPLOYEE COMPENSATION REVIEWS ARE DONE ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19	THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS OF THE UNIVERSITY ARE AVAILABLE ON THE WEBSITE AND A PAPER FORMAT IS AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:	CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENTS 2,322,560. ACTUARIAL ADJUSTMENTS -2,075,992. SPLIT INTEREST INCOME ADJUSTMENT 257,755. CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE PROMISES -247,000. SWAP TERMINATION COSTS -2,240,000.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	RAINIER HEIGHTS HOLDINGS LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	101 E 8TH ST SUITE 330G	AddressLine1Txt
City	VANCOUVER	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	986603286	ZIPCd

Field	Value	IRS element (for citing)
EIN	853120181	EIN
Primary Activities	ACCEPT, MANAGE, AND LIQUIDATE REAL ESTATE	PrimaryActivitiesTxt
Legal Domicile State	WA	LegalDomicileStateCd
Total Income	$0	TotalIncomeAmt
End Of Year Assets	$5,873,089	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	THE UNIVERSITY OF PUGET SOUND	BusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NORTHWEST ACADEMIC COMPUTING CONSORTIUM INC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 9128	AddressLine1Txt
City	PORTLAND	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97207	ZIPCd

Field	Value	IRS element (for citing)
EIN	841172799	EIN
Primary Activities	PROMOTE THE DEVELOPMENT AND USE OF ADVANCED TECHNOLOGY	PrimaryActivitiesTxt
Legal Domicile State	OR	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	11A TYPE 1	PublicCharityStatusTxt
Direct Controlling NA	N/A	DirectControllingNACd
Controlled Organization	0	ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CHARITABLE REMAINDER TRUSTS (11)	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Primary Activities	BENEFICIAL INTEREST	PrimaryActivitiesTxt
Legal Domicile State	WA	LegalDomicileStateCd
Direct Controlling NA	N/A	DirectControllingNACd
Entity Type	T	EntityTypeTxt
Controlled Organization	0	ControlledOrganizationInd

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	0	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	Yes (1)	TransferFromOtherOrgInd