WILLAMETTE UNIVERSITY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WILLAMETTE UNIVERSITY (EIN 93-0386972)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2022-04-19
- IRS object ID
- 202231099349301373
- Schema version
- 2020v4.2
- 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 D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-19T19:45:29-05:00 | ReturnTs |
| Tax Period End | 2021-05-31 | 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 | 805 SW BROADWAY STE 1200 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930386972 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLAMETTE UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 5033706974 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 STATE STREET | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL VALLES | PersonNm |
| Person Title | SR VP, COO & TREASURER | PersonTitleTxt |
| Phone | 5033706974 | PhoneNum |
| Signature | 2022-04-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | VALLES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | PhoneNum |
| Preparation | 2022-04-18 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHEN E THORSETT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 STATE STREET | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $153,163,722 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WILLAMETTE.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1842 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | WILLAMETTE UNIVERSITY PROVIDES RIGOROUS EDUCATION IN THE LIBERAL ARTS AND SELECTED PROFESSIONAL FIELDS. TEACHING AND LEARNING, STRENGTHENED BY SCHOLARSHIP AND SERVICE, FLOURISH IN A VIBRANT CAMPUS COMMUNITY. A WILLAMETTE EDUCATION PREPARES GRADUATES TO TRANSFORM KNOWLEDGE INTO ACTION AND LEAD LIVES OF ACHIEVEMENT, CONTRIBUTION AND MEANING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 1679 | TotalEmployeeCnt |
| Total Volunteers | 812 | TotalVolunteersCnt |
| Total Gross UBI | $1,106,858 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $32,374 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,088,114 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,238,009 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $112,862,444 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $102,078,361 | CYProgramServiceRevenueAmt |
| PY Investment Income | $718,763 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,453,512 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,582,877 | PYOtherRevenueAmt |
| CY Other Revenue | $1,247,469 | CYOtherRevenueAmt |
| PY Total Revenue | $130,252,198 | PYTotalRevenueAmt |
| CY Total Revenue | $116,017,351 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $50,114,258 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $50,150,230 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $59,826,936 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $51,525,074 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $102,013 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $152,805 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,594,792 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $30,660,735 | PYOtherExpensesAmt |
| CY Other Expenses | $28,603,010 | CYOtherExpensesAmt |
| PY Total Expenses | $140,703,942 | PYTotalExpensesAmt |
| CY Total Expenses | $130,431,119 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$10,451,744 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$14,413,768 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $443,732,072 | TotalAssetsBOYAmt |
| Total Assets EOY | $557,446,619 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $103,810,465 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $154,282,531 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $339,921,607 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $403,164,088 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WILLAMETTE UNIVERSITY PROVIDES RIGOROUS EDUCATION IN THE LIBERAL ARTS AND SELECTED PROFESSIONAL FIELDS. TEACHING AND LEARNING, STRENGTHENED BY SCHOLARSHIP AND SERVICE, FLOURISH IN A VIBRANT CAMPUS COMMUNITY. A WILLAMETTE EDUCATION PREPARES GRADUATES TO TRANSFORM KNOWLEDGE INTO ACTION AND LEAD LIVES OF ACHIEVEMENT, CONTRIBUTION AND MEANING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $104,726,100 | ExpenseAmt |
| Grant | $50,124,358 | GrantAmt |
| Revenue | $93,006,439 | RevenueAmt |
| Desc | HIGHER EDUCATION - INSTRUCTION AND SUPPORT: 1,277 IN THE COLLEGE OF ARTS AND SCIENCES, 325 IN THE COLLEGE OF LAW, 145 IN THE ATKINSON GRADUATE SCHOOL OF MANAGEMENT, 12 IN DATA SCIENCE, AND 64 IN A JOINT DEGREE PROGRAM (1,823 STUDENTS). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,823,180 | ExpenseAmt |
| Grant | $25,872 | GrantAmt |
| Revenue | $9,071,922 | RevenueAmt |
| Desc | HIGHER EDUCATION - AUXILIARY FUNCTIONS: INCLUDES ROOM & BOARD (FOR 663 STUDENTS) AND SUMMER CONFERENCES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $114,549,280 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3489 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1679 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | SP | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | 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 | MA | 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 | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | 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 | KENNETH L PIFER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5033706974 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 STATE STREET | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| STEPHEN E THORSETT | ||||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $401,690 | $0 | $177,029 | ||
| DANIEL VALLES SR VICE | ||||||||
| PRESIDENT, COO & TREASURER | 40.00 | Yes (X) | Yes (X) | $217,618 | $0 | $43,223 | ||
| LYNNE H SAXTON | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KEVIN R SMITH | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DALE C SAUSE | ||||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SEAN B O'HOLLAREN | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EVA M KRIPALANI | ||||||||
| ASSISTANT SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| COLLEEN KAWAHARA CHIEF OF | ||||||||
| STAFF, ADMINISTRATIVE SECRETARY | 40.00 | Yes (X) | $108,157 | $0 | $9,660 | |||
| CURTIS BRIDGEMAN RODERICK | ||||||||
| CAROL WENDT CHAIR IN BUSINESS LAW | 40.00 | $249,704 | $0 | $41,797 | Yes (X) | |||
| CAROL LONG | ||||||||
| PROVOST & SENIOR VICE PRESIDENT | 40.00 | $232,309 | $0 | $41,331 | Yes (X) | |||
| MICHAEL HAND | ||||||||
| PROFESSOR, ATKINSON GRADUATE SCHOOL OF MANAGEMENT | 40.00 | $242,110 | $0 | $29,258 | Yes (X) | |||
| RUTH FEINGOLD | ||||||||
| DEAN, COLLEGE OF ARTS & SCIENCES | 40.00 | $193,238 | $0 | $31,046 | Yes (X) | |||
| KENNETH PIFER | ||||||||
| CONTROLLER | 40.00 | $157,191 | $0 | $63,317 | Yes (X) | |||
| BRIAN GALLINI | ||||||||
| DEAN, COLLEGE OF LAW | 40.00 | $160,971 | $0 | $18,931 | Yes (X) | |||
| SYMEON SYMEONIDES ALEX L | ||||||||
| PARKS DISTINGUISHED PROF. OF LAW | 40.00 | $272,951 | $0 | $46,176 | Yes (X) | |||
| SHELBY RADCLIFFE | ||||||||
| VICE PRESIDENT FOR ADVANCEMENT | 40.00 | $256,054 | $0 | $41,002 | Yes (X) | |||
| YVONNE TAMAYO | ||||||||
| PROFESSOR OF LAW | 40.00 | $208,543 | $0 | $29,975 | Yes (X) | |||
| NORMAN WILLIAMS KEN AND | ||||||||
| CLAUDIA PETERSON PROFESSOR OF LAW | 40.00 | $205,298 | $0 | $29,449 | Yes (X) | |||
| DEBRA RINGOLD JELD-WEN | ||||||||
| PROFESSOR OF FREE ENTERPRISE | 40.00 | $195,172 | $0 | $27,206 | Yes (X) | |||
| JAMES F ALBAUGH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBIN O BRENA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHERINE S CAHILL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLOTTE P CARPENTER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF CHUNG | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TRUMAN W COLLINS JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES B CUNO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA FARRIS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE D FILIZETTI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES A FITZHENRY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH F HOFFMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN R HUFFT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LUCY M JENSEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KONRAD CHIP R KRUGER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH J LARGE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA G LEWIS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL S MARTINEZ | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HEIDI A PATTERSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LYNN E RISTIG | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDRA M ROWE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MELISSA L SMITH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| COLBY R TAKEDA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JON T THOMSEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHNNY C VONG | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK J WAITE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BJ WRIGHT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,101,006 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $629,400 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 93 | 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 |
|---|---|---|---|---|---|
| COMPASS GROUP USA | |||||
| PO BOX 417632 | BOSTON | MA | 02241 | FOOD SERVICE | $2,707,551 |
| AMERICAN CLEANING SOLUTIONS INC | |||||
| PO BOX 66681 | PORTLAND | OR | 97290 | JANITORIAL | $1,170,161 |
| FXG CONSTRUCTION LLC | |||||
| 3833 CROISAN CREEK RD S | SALEM | OR | 97302 | CONSTRUCTION | $662,737 |
| CARNEGIE DARTLET LLC | |||||
| 210 LITTLETON RD | WESTFORD | MA | 01886 | MARKETING | $384,388 |
| MURMUR CREATIVE LLC | |||||
| 1300 SE STARK ST SUITE 210 | PORTLAND | OR | 97214 | MARKETING | $348,677 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $4,434,666 | GovernmentGrantsAmt |
| All Other Contributions | $6,803,343 | AllOtherContributionsAmt |
| Noncash Contributions | $515,681 | NoncashContributionsAmt |
| Total Contributions | $11,238,009 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $93,006,439 | $93,006,439 |
| ROOM AND BOARD FEES | 721310 | $8,927,245 | $8,927,245 |
| AUXILIARY INCOME | 611710 | $144,677 | $144,677 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $102,078,361 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,448,675 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,039,282 | UnrelatedBusinessRevenueAmt |
| Exclusion | $409,393 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $103,197 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $103,197 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,197 | TotalRevenueColumnAmt |
| Exclusion | $103,197 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,151,208 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,146,371 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,837 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,837 | TotalRevenueColumnAmt |
| Exclusion | $4,837 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ACTIVITY FEES | 611310 | $464,122 | $464,122 | |
| PARKING | 812930 | $319,485 | $251,909 | $67,576 |
| TRUST DISTRIBUTIONS | 525920 | $97,743 | $97,743 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $262,922 | TotalRevenueColumnAmt |
| Exclusion | $262,922 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,144,272 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $116,017,351 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $102,078,361 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,106,858 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,594,123 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,150,230 | TotalAmt |
| Program Services | $50,150,230 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,605,527 | TotalAmt |
| Program Services | $839,385 | ProgramServicesAmt |
| Management And General | $1,514,457 | ManagementAndGeneralAmt |
| Fundraising | $251,685 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,443 | TotalAmt |
| Program Services | $53,638 | ProgramServicesAmt |
| Management And General | $196,805 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,364,194 | TotalAmt |
| Program Services | $31,896,638 | ProgramServicesAmt |
| Management And General | $3,374,397 | ManagementAndGeneralAmt |
| Fundraising | $2,093,159 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,823,907 | TotalAmt |
| Program Services | $2,426,990 | ProgramServicesAmt |
| Management And General | $213,741 | ManagementAndGeneralAmt |
| Fundraising | $183,176 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,499,481 | TotalAmt |
| Program Services | $4,609,014 | ProgramServicesAmt |
| Management And General | $545,984 | ManagementAndGeneralAmt |
| Fundraising | $344,483 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,981,522 | TotalAmt |
| Program Services | $2,476,251 | ProgramServicesAmt |
| Management And General | $324,574 | ManagementAndGeneralAmt |
| Fundraising | $180,697 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $462,413 | TotalAmt |
| Program Services | $74,534 | ProgramServicesAmt |
| Management And General | $386,788 | ManagementAndGeneralAmt |
| Fundraising | $1,091 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,330 | TotalAmt |
| Program Services | $3,150 | ProgramServicesAmt |
| Management And General | $87,180 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,805 | TotalAmt |
| Fundraising | $152,805 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,372,301 | TotalAmt |
| Management And General | $1,372,301 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,530,463 | TotalAmt |
| Program Services | $3,775,043 | ProgramServicesAmt |
| Management And General | $1,680,097 | ManagementAndGeneralAmt |
| Fundraising | $75,323 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $585,843 | TotalAmt |
| Program Services | $469,200 | ProgramServicesAmt |
| Management And General | $110,351 | ManagementAndGeneralAmt |
| Fundraising | $6,292 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,994,928 | TotalAmt |
| Program Services | $2,094,083 | ProgramServicesAmt |
| Management And General | $685,577 | ManagementAndGeneralAmt |
| Fundraising | $215,268 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,927,356 | TotalAmt |
| Program Services | $1,775,392 | ProgramServicesAmt |
| Management And General | $72,954 | ManagementAndGeneralAmt |
| Fundraising | $79,010 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,335,110 | TotalAmt |
| Program Services | $2,317,698 | ProgramServicesAmt |
| Management And General | $17,303 | ManagementAndGeneralAmt |
| Fundraising | $109 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,618 | TotalAmt |
| Program Services | $285,829 | ProgramServicesAmt |
| Management And General | $12,205 | ManagementAndGeneralAmt |
| Fundraising | $1,584 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,923 | TotalAmt |
| Program Services | $24,489 | ProgramServicesAmt |
| Management And General | $3,550 | ManagementAndGeneralAmt |
| Fundraising | $7,884 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,264,848 | TotalAmt |
| Program Services | $2,264,848 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,635,641 | TotalAmt |
| Program Services | $5,411,736 | ProgramServicesAmt |
| Management And General | $223,905 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,292,229 | TotalAmt |
| Program Services | $1,744 | ProgramServicesAmt |
| Management And General | $1,290,485 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICE | $2,590,186 | $2,582,846 | $5,804 | $1,536 |
| BOOKS AND PERIODICALS | $822,670 | $822,670 | ||
| MEMBERSHIPS | $305,774 | $144,127 | $160,957 | $690 |
| THEATRE PRODUCTION | $20,742 | $20,742 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,635 | TotalAmt |
| Program Services | $29,003 | ProgramServicesAmt |
| Management And General | $7,632 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,431,119 | TotalAmt |
| Program Services | $114,549,280 | ProgramServicesAmt |
| Management And General | $12,287,047 | ManagementAndGeneralAmt |
| Fundraising | $3,594,792 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,490 | BOYAmt |
| EOY | $2,214,360 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,473,216 | BOYAmt |
| EOY | $17,028,654 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,254,341 | BOYAmt |
| EOY | $2,129,833 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,835,324 | BOYAmt |
| EOY | $5,011,442 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,524,509 | BOYAmt |
| EOY | $3,377,457 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $842,499 | BOYAmt |
| EOY | $1,281,192 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $262,554,249 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $131,273,680 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,584,934 | BOYAmt |
| EOY | $131,280,569 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,285,141 | BOYAmt |
| EOY | $78,512,654 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,491,524 | BOYAmt |
| EOY | $312,145,040 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,150,190 | BOYAmt |
| EOY | $1,299,514 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,165,904 | BOYAmt |
| EOY | $3,165,904 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $443,732,072 | BOYAmt |
| EOY | $557,446,619 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,679,147 | BOYAmt |
| EOY | $17,329,898 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000,071 | BOYAmt |
| EOY | $1,489,940 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,560,341 | BOYAmt |
| EOY | $100,822,223 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,265,200 | BOYAmt |
| EOY | $859,972 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,305,706 | BOYAmt |
| EOY | $33,780,498 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,810,465 | BOYAmt |
| EOY | $154,282,531 | 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 | $98,645,510 | BOYAmt |
| EOY | $95,775,964 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,276,097 | BOYAmt |
| EOY | $307,388,124 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339,921,607 | BOYAmt |
| EOY | $403,164,088 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $443,732,072 | BOYAmt |
| EOY | $557,446,619 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$14,413,768 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $74,569,268 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,086,981 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| 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 | $10,272,514 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,024,404 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,843,466 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,088,114 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,238,009 | CurrentTaxYearAmt |
| Total | $56,466,507 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,272,514 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,024,404 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,843,466 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,088,114 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,238,009 | CurrentTaxYearAmt |
| Total | $56,466,507 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,525,474 | SubstantialContributorsTotAmt |
| Public Support Total170 | $50,941,033 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $230,178 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $339,778 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $532,753 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $380,739 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $409,393 | CurrentTaxYearAmt |
| Total | $1,892,841 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $32,374 | CurrentTaxYearAmt |
| Total | $32,374 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $354,753 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,369,612 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $582,837 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,571,054 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,247,469 | CurrentTaxYearAmt |
| Total | $5,125,725 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $63,517,447 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $579,362,447 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80200 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76330 | 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 D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $41,665 | RevenuesIncludedAmt |
| Assets Included | $6,261,997 | 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 |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $249,725,853 | BeginningYearBalanceAmt |
| Contributions | $2,356,252 | ContributionsAmt |
| Investment Earnings Or Losses | $75,631,109 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,324,551 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,868,842 | OtherExpendituresAmt |
| Administrative Expenses | $1,349,802 | AdministrativeExpensesAmt |
| End Year Balance | $312,170,019 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $258,143,403 | BeginningYearBalanceAmt |
| Contributions | $9,538,492 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,531,632 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,091,731 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,044,858 | OtherExpendituresAmt |
| Administrative Expenses | $1,287,821 | AdministrativeExpensesAmt |
| End Year Balance | $249,725,853 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $258,630,480 | BeginningYearBalanceAmt |
| Contributions | $4,232,851 | ContributionsAmt |
| Investment Earnings Or Losses | $8,281,150 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,406,926 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,398,561 | OtherExpendituresAmt |
| Administrative Expenses | $1,195,591 | AdministrativeExpensesAmt |
| End Year Balance | $258,143,403 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $240,701,156 | BeginningYearBalanceAmt |
| Contributions | $6,865,714 | ContributionsAmt |
| Investment Earnings Or Losses | $23,854,468 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,810,478 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,757,467 | OtherExpendituresAmt |
| Administrative Expenses | $1,222,913 | AdministrativeExpensesAmt |
| End Year Balance | $258,630,480 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $229,133,489 | BeginningYearBalanceAmt |
| Contributions | $3,528,612 | ContributionsAmt |
| Investment Earnings Or Losses | $21,941,870 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,905,787 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,841,907 | OtherExpendituresAmt |
| Administrative Expenses | $1,155,121 | AdministrativeExpensesAmt |
| End Year Balance | $240,701,156 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.09000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.51900 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.39100 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,659,554 | OtherCostOrOtherBasisAmt |
| Book Value | $8,659,554 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $182,234,322 | OtherCostOrOtherBasisAmt |
| Depreciation | $79,613,426 | DepreciationAmt |
| Book Value | $102,620,896 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,923,224 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,942,330 | DepreciationAmt |
| Book Value | $2,980,894 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,031,094 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,747,961 | DepreciationAmt |
| Book Value | $1,283,133 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,706,055 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,969,963 | DepreciationAmt |
| Book Value | $15,736,092 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $131,280,569 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MULTI-STRATEGY LIMITED PARTNERSHIP INVESTMENT FUND | $287,543,079 | F |
| PRIVATELY POOLED FUNDS | $24,601,961 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $312,145,040 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BONDS PAYABLE | $15,000,000 |
| ANNUITIES AND TRUSTS PAYABLE | $14,831,694 |
| GOVERNMENT ADVANCES FOR STUDENT LOANS | $3,948,804 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $33,780,498 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $143,828,574 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $74,569,268 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$44,333,194 | OtherRevenueAmt |
| Revenue Not Reported | $30,236,074 | RevenueNotReportedAmt |
| Revenue Subtotal | $113,592,500 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,385,569 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,039,282 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,424,851 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $116,017,351 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $80,586,092 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $80,586,092 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,385,569 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $48,459,458 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $49,845,027 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $130,431,119 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | WILLAMETTE UNIVERSITY HAS A COLLECTION OF ART AND CULTURAL/HISTORICAL ARTIFACTS THAT CONSISTS OF PAINTINGS, PHOTOGRAPHS, CERAMICS, DRAWINGS, ARCHAEOLOGICAL ARTIFACTS, TEXTILES, SCULPTURES, NATIVE AMERICAN WOVEN BASKETS, AND OTHER MEDIA. THE COLLECTION IS HELD AT $6,261,997 AND IS HELD IN THE UNIVERSITY ART MUSEUM. THE MUSEUM EXISTS TO SUPPORT THE LIBERAL ARTS CURRICULUM OF WILLAMETTE UNIVERSITY AND TO SERVE AS AN INTELLECTUAL AND CULTURAL RESOURCE FOR THE CITY OF SALEM AND BEYOND, THROUGH THE COLLECTION, PRESERVATION, EXHIBITION AND INTERPRETATION OF HISTORICAL AND CONTEMPORARY ART WITH AN EMPHASIS ON REGIONAL ART. |
| PART V, LINE 4: | THE ENDOWMENT FUNDS HELD BY THE UNIVERSITY ARE USED TO SUPPORT OPERATIONS, INCLUDING FINANCIAL AID, INSTRUCTION AND BUILDINGS. |
| PART X, LINE 2: | THE UNIVERSITY ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH ASC 740-10, INCOME TAXES - OVERALL, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF MORE-LIKELY-THAN-NOT FOR RECOGNITION OF TAX BENEFITS OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE UNIVERSITY DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. |
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 | 0 | 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 DRAWS AN AVERAGE OF 65% OF INCOMING STUDENTS FROM OUTSIDE OREGON, AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS. THEREFORE, THE UNIVERSITY IS EXEMPT FROM THE REQUIREMENT TO PUBLISH THE NOTICE OF NONDISCRIMINATION POLICY IN A LOCAL NEWSPAPER. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES TITLE IV FUNDS FOR FINANCIAL AID PURPOSES, AS WELL AS FEDERAL AND STATE GRANTS FOR FACULTY RESEARCH AND PROGRAMMING PURPOSES. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND AND GREENLAND) | RegionTxt |
| Offices | 1 | OfficesCnt |
| Employee | 5 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | STUDY ABROAD PROGRAM | SpecificServicesProvidedTxt |
| Region Total Expenditures | $181,817 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 5 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Subtotal Spent | $181,817 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $181,817 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | SCHOLARSHIPS/GRANTS AWARDED TO STUDENTS WHO ARE STUDYING ABROAD ARE APPLIED TO THEIR STUDENT ACCOUNTS. THE SCHOLARSHIPS OFFSET TUITION AND FEES TO REDUCE THE AMOUNT THAT STUDENTS OWE TO THE UNIVERSITY. THUS, THE STUDENTS DO NOT PHYSICALLY RECEIVE THE MONEY. PROCEDURES DO NOT DIFFER FROM THOSE APPLIED TO STUDENTS WHO ARE ATTENDING ON CAMPUS, OTHER THAN VERIFICATION OF PARTICIPATION AND COMPLETION OF THE PROGRAM. THE FOLLOWING ARE THE PROCEDURES FOLLOWED BY THE UNIVERSITY FOR MONITORING THE USE OF SCHOLARSHIP/GRANT FUNDS: THE ACCOUNTING OFFICE NOTIFIES THE FINANCIAL AID OFFICE OF AMOUNTS AVAILABLE TO AWARD TO STUDENTS EACH ACADEMIC YEAR. THE FINANCIAL AID OFFICE SELECTS RECIPIENTS BASED UPON CRITERIA ESTABLISHED FOR EACH TYPE OF FUNDING. THE FINANCIAL AID OFFICE NOTIFIES THE ACCOUNTING OFFICE OF EXPENDITURES FOR EACH TERM DURING THE ACADEMIC YEAR. AT YEAR-END, THE FINANCIAL AID OFFICE AND ACCOUNTING OFFICE RECONCILES ACCOUNTS FOR ALL FUNDS. THE ADVANCEMENT OFFICE PROVIDES ANNUAL REPORTS TO THE DONORS REGARDING THE USE OF DONOR-CONTRIBUTED SCHOLARSHIP FUNDS (ENDOWED OR ANNUALLY FUNDED.) |
| PART I, LINE 3: | EXPENDITURES ARE ACCOUNTED FOR UNDER THE CASH METHOD. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| WEST WIND CONSULTING STRATEGIES IN FUNDRAISING LLC | ||||||||
| 120 BRINDLEY ST SUITE 7 | ITHACA | NY | 14850 | CONSULTING | 0 | $0 | $139,493 | -$139,493 |
| PENTERA INC | ||||||||
| 8650 COMMERCE PARK PL SUITE G | INDIANAPOLIS | IN | 46268 | MARKETING | 0 | $0 | $13,312 | -$13,312 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $152,805 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$152,805 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | GU | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | PR | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS TO STUDENTS | 1833 | $48,376,789 |
| CARES HEERF STUDENT RELIEF GRANTS | 372 | $833,485 |
| OTHER STUDENT AWARDS AND PRIZES | 193 | $939,956 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING OF SCHOLARSHIPS - THE ACCOUNTING OFFICE NOTIFIES THE FINANCIAL AID OFFICE OF AMOUNTS AVAILABLE TO AWARD TO STUDENTS EACH ACADEMIC YEAR. THE FINANCIAL AID OFFICE SELECTS RECIPIENTS BASED UPON CRITERIA ESTABLISHED FOR EACH TYPE OF FUNDING. THE FINANCIAL AID OFFICE NOTIFIES THE ACCOUNTING OFFICE OF EXPENDITURES FOR EACH TERM DURING THE ACADEMIC YEAR. AT YEAR-END, THE FINANCIAL AID OFFICE AND ACCOUNTING OFFICE RECONCILE ACCOUNTS FOR ALL FUNDS. THE ADVANCEMENT OFFICE PROVIDES ANNUAL REPORTS TO THE DONORS REGARDING THE USE OF DONOR-CONTRIBUTED SCHOLARSHIP FUNDS (ENDOWED OR ANNUALLY FUNDED). PROCEDURES FOR MONITORING RESEARCH GRANTS: PROCEDURES FOR MONITORING RESEARCH GRANTS VARY DEPENDING ON THE REQUIREMENTS OF THE AWARDING ENTITY AND THE GRANT. HOWEVER, MONITORING PROCEDURES TYPICALLY INVOLVE WRITTEN AND/OR VERBAL REPORTS ON THE RESEARCH PROJECT ARE SUBMITTED DURING AND/OR AT THE CONCLUSION OF THE PROJECT; FINANCIAL REPORTS ARE PREPARED BY THE ACCOUNTING OFFICE AND SUBMITTED FOR REIMBURSEMENT OF PROJECT EXPENDITURES. FINAL PAYMENT OF GRANT FUNDS IS OFTEN CONTINGENT ON THE AFOREMENTIONED ITEMS. DEPARTMENTS AND PRINCIPAL INVESTIGATORS OR GRANT ADMINISTRATORS ARE RESPONSIBLE FOR MONITORING OF GRANT FUNDS WITH ASSISTANCE FROM THE OFFICE OF GRANTS AND STRATEGIC INITIATIVES AND THE ACCOUNTING OFFICE. PROCEDURES FOR MONITORING OTHER AWARDS AND PRIZES: AWARD/PRIZE RECIPIENTS ARE DETERMINED BY CRITERIA ESTABLISHED BY THE RESPECTIVE DEPARTMENTS. DEPENDING ON THE NATURE OF THE GRANT, DEPARTMENTS PARTNER WITH A VARIETY OF UNIVERSITY OFFICES INCLUDING FINANCIAL AID, ADVANCEMENT, GRANTS AND STRATEGIC INITIATIVES, AND ACCOUNTING TO MAKE SURE THAT THE AWARD FUNDS ARE DISBURSED CONSISTENTLY WITH THE REQUIREMENTS OF THE GRANT OR RESTRICTED FUND. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| 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 | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEPHEN E THORSETT | ||||||||||||||
| PRESIDENT | $391,630 | $0 | $0 | $0 | $10,060 | $0 | $75,168 | $0 | $101,861 | $0 | $578,719 | $0 | $0 | $0 |
| DANIEL VALLES SR VICE | ||||||||||||||
| PRESIDENT, COO & TREASURER | $217,142 | $0 | $0 | $0 | $476 | $0 | $27,498 | $0 | $15,725 | $0 | $260,841 | $0 | $0 | $0 |
| CURTIS BRIDGEMAN RODERICK | ||||||||||||||
| CAROL WENDT CHAIR IN BUSINESS LAW | $248,843 | $0 | $0 | $0 | $861 | $0 | $18,459 | $0 | $23,338 | $0 | $291,501 | $0 | $0 | $0 |
| CAROL LONG | ||||||||||||||
| PROVOST & SENIOR VICE PRESIDENT | $226,505 | $0 | $0 | $0 | $5,804 | $0 | $16,983 | $0 | $24,348 | $0 | $273,640 | $0 | $0 | $0 |
| MICHAEL HAND | ||||||||||||||
| PROFESSOR, ATKINSON GRADUATE SCHOOL | $229,623 | $0 | $0 | $0 | $12,487 | $0 | $16,589 | $0 | $12,669 | $0 | $271,368 | $0 | $0 | $0 |
| RUTH FEINGOLD | ||||||||||||||
| DEAN, COLLEGE OF ARTS & SCIENCES | $192,338 | $0 | $0 | $0 | $900 | $0 | $13,409 | $0 | $17,637 | $0 | $224,284 | $0 | $0 | $0 |
| KENNETH PIFER | ||||||||||||||
| CONTROLLER | $156,669 | $0 | $0 | $0 | $522 | $0 | $11,906 | $0 | $51,411 | $0 | $220,508 | $0 | $0 | $0 |
| BRIAN GALLINI | ||||||||||||||
| DEAN, COLLEGE OF LAW | $121,551 | $0 | $0 | $0 | $39,420 | $0 | $6,494 | $0 | $12,437 | $0 | $179,902 | $0 | $0 | $0 |
| SYMEON SYMEONIDES ALEX L | ||||||||||||||
| PARKS DISTINGUISHED PROF. OF LAW | $250,408 | $0 | $0 | $0 | $22,543 | $0 | $21,954 | $0 | $24,222 | $0 | $319,127 | $0 | $0 | $0 |
| SHELBY RADCLIFFE | ||||||||||||||
| VICE PRESIDENT FOR ADVANCEMENT | $248,770 | $0 | $0 | $0 | $7,284 | $0 | $30,480 | $0 | $10,522 | $0 | $297,056 | $0 | $0 | $0 |
| YVONNE TAMAYO | ||||||||||||||
| PROFESSOR OF LAW | $202,009 | $0 | $0 | $0 | $6,534 | $0 | $17,143 | $0 | $12,832 | $0 | $238,518 | $0 | $0 | $0 |
| NORMAN WILLIAMS KEN AND | ||||||||||||||
| CLAUDIA PETERSON PROFESSOR OF LAW | $186,315 | $0 | $0 | $0 | $18,983 | $0 | $16,043 | $0 | $13,406 | $0 | $234,747 | $0 | $0 | $0 |
| DEBRA RINGOLD JELD-WEN | ||||||||||||||
| PROFESSOR OF FREE ENTERPRISE | $172,218 | $0 | $0 | $0 | $22,954 | $0 | $14,632 | $0 | $12,574 | $0 | $222,378 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE UNIVERSITY PRESIDENT IS REQUIRED AS A CONDITION OF EMPLOYMENT TO MAINTAIN A PERSONAL RESIDENCE IN A HOUSE PROVIDED BY THE UNIVERSITY. THE HOUSING ARRANGEMENT IS FOR THE CONVENIENCE OF THE UNIVERSITY AND THE HOUSE IS USED FOR UNIVERSITY BUSINESS. THE PRESIDENT FLEW FIRST CLASS ON ONE OCCASION DURING THE FISCAL YEAR. CLUB MEMBERSHIPS WERE PROVIDED TO THE UNIVERSITY PRESIDENT AND ARE USED FOR UNIVERSITY BUSINESS MEETINGS. PERSONAL SERVICES CONSIST OF CUSTODIAL SERVICES FOR THE UNIVERSITY-OWNED RESIDENCE OCCUPIED BY THE PRESIDENT. |
| PART I, LINE 1B | ITEMS NOTED IN LINE 1A WERE PROVIDED BASED ON EMPLOYMENT AGREEMENTS WITH THE UNIVERSITY PRESIDENT AND OTHER EMPLOYEES, AND THE UNIVERSITY FOLLOWED THE PROVISIONS OF THESE AGREEMENTS REGARDING PAYMENT/REIMBURSEMENT/ PROVISION OF THESE ITEMS. |
| PART I, LINE 4B | THE EMPLOYMENT AGREEMENT FOR PRESIDENT THORSETT INCLUDES A LONGEVITY BONUS EQUAL TO 10% OF HIS BASE SALARY FOR EACH OF THE FIVE YEARS FOLLOWING JULY 1, 2016, PAYABLE AFTER JUNE 30, 2021. DURING FISCAL YEAR 2017-2018, VICE PRESIDENT FOR ADVANCEMENT SHELBY RADCLIFFE SIGNED AN AGREEMENT WHICH PROVIDES A LONGEVITY BONUS EQUAL TO 5% OF HER SALARY, PAYABLE UPON COMPLETION OF 6 YEARS OF FULL SERVICE ENDING ON MAY 31, 2023. |
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 |
|---|---|---|---|---|---|---|---|---|
| STATE OF OREGON - OREGON FACILITIES AUTHORITY | ||||||||
| A | 936001787 | 68608JTZ4 | 2016-07-14 | $22,815,181 | SEE SCHEDULE K, PART VI | 0 | 0 | 0 |
| STATE OF OREGON - OREGON FACILITIES AUTHORITY | ||||||||
| B | 936001787 | 68608JYY1 | 2021-05-27 | $79,865,559 | SEE SCHEDULE K, PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $22,837,167 | $315,181 | $9,720,449 | $12,500,000 | 2020 | 0 | Yes (1) | Yes (1) | Yes (1) | |||
| B | $79,865,559 | $1,339,157 | $48,460,624 | 2024 | Yes (1) | 0 | Yes (1) | Yes (1) | $35,166,764 | $2,065,778 | $28,000,000 |
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 | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 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 | Yes (1) | 0 | 0 | 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 |
|---|---|
| SCHEDULE K, PART I, BOND ISSUES: | (A) ISSUER NAME: STATE OF OREGON - OREGON FACILITIES AUTHORITY 7/14/16 (F) DESCRIPTION OF PURPOSE: THE PROCEEDS OF THE 2016 SERIES B BONDS WERE USED TO REFUND THE SERIES 2014 BONDS AND TO FUND $10 MILLION IN RESIDENCE HALL AND SPORTING FACILITIES UPGRADES. (A) ISSUER NAME: STATE OF OREGON - OREGON FACILITIES AUTHORITY 05/27/21 (F) DESCRIPTION OF PURPOSE: THE PROCEEDS OF THE 2021-A SERIES BONDS WERE USED TO REFUND THE SERIES 2010, SERIES 2016-A, AND SERIES 2016-C BONDS AND FUND CAMPUS MAINTENANCE AND UPGRADES. |
| SCHEDULE K, PART II, LINE 3: | (A) TOTAL PROCEEDS OF ISSUE INCLUDE $21,986 OF INVESTMENT EARNINGS. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $28,450 | CashGrantAmt |
| Type Of Assistance | SCHOLARSHIP | TypeOfAssistanceTxt |
| Assistance Purpose | TUITION ASSISTANCE | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHEL DEWEY THORSETT | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SPOUSE OF OFFICER STEPHEN THORSETT | RelationshipDescriptionTxt |
| Transaction | $53,638 | TransactionAmt |
| Transaction | EMPLOYMENT | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | (A) NAME OF PERSON: RACHEL DEWEY THORSETT(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:SPOUSE OF OFFICER STEPHEN THORSETT | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $41,665 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OPINION OF EXPERTS | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 39 | ContributionCnt |
| Noncash Contributions Rpt F990 | $461,801 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | GRAND PIANO | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $12,215 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | 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 | SCHEDULE M, PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT REPRESENTS THE NUMBER OF ACTUAL CONTIBUTIONS RECEIVED AND NOT THE NUMBER OF ITEMS RECEIVED FOR EACH CONTRIBUTION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BRIAN HUFFT AND CHIP KRUGER WERE EACH 20% OWNERS IN THE SAME STARTUP VENTURE. EVA KRIPALANI AND ELIZABETH LARGE ARE BUSINESS PARTNERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE DRAFT FORM 990 IS UPLOADED TO A SECURE WEBSITE THAT CAN ONLY BE ACCESSED BY MEMBERS OF THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS AND DISCUSSES THE RETURN. NEXT, THE DRAFT FORM 990 IS UPLOADED TO A SECURE WEBSITE THAT CAN BE ACCESSED BY ALL MEMBERS OF THE BOARD OF TRUSTEES. THEY ARE NOTIFIED VIA EMAIL THAT THE FORM IS AVAILABLE FOR THEIR REVIEW. AFTER THE FORM HAS BEEN MADE AVAILABLE FOR REVIEW BY ALL NOTED PARTIES, IT IS MODIFIED (IF NECESSARY), FINALIZED, AND SUBMITTED TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES, OFFICERS AND KEY EMPLOYEES MUST COMPLETE AND SIGN A CONFLICT OF INTEREST QUESTIONNAIRE, RETURNING IT TO THE PRESIDENT'S OFFICE (OFFICERS AND TRUSTEES) OR THE CONTROLLER'S OFFICE (KEY EMPLOYEES). THE BOARD'S PROCESS FOR ADDRESSING CONFLICTS OF INTEREST IN ACCORDANCE WITH THE ADOPTED ABOVE-REFERENCED POLICY IS AS FOLLOWS: "IF AN INDIVIDUAL BELIEVES THAT HE OR SHE MAY HAVE A CONFLICT OF INTEREST, THE INDIVIDUAL SHALL PROMPTLY AND FULLY DISCLOSE THE CONFLICT ON A FORM TO THE CHAIRMAN OF THE BOARD OF TRUSTEES OR PRESIDENT, OR THE CHAIR OF ANY COMMITTEE OF THE BOARD CONSIDERING THE MATTER, AND SHALL REFRAIN FROM PARTICIPATING ON BEHALF OF THE UNIVERSITY IN THE MATTER TO WHICH THE CONFLICT RELATES UNTIL THE CONFLICT QUESTION HAS BEEN WAIVED BY VOTE OF THE BOARD OF TRUSTEES OR A COMMITTEE OF THE BOARD AFTER THE MATERIAL FACTS OF THE TRANSACTION AND THE INDIVIDUAL'S INTEREST ARE DISCLOSED OR KNOWN TO THE BOARD OR COMMITTEE OF THE BOARD, OR OTHERWISE RESOLVED IN COMPLIANCE WITH THE OREGON NONPROFIT CORPORATION ACT (ORS CH. 65)." THE BOARD CHAIR, BOARD TREASURER, AND ADMINISTRATIVE SECRETARY TO THE BOARD MONITOR COMPLIANCE ON AN ONGOING BASIS. MONITORING ACTIVITIES MAY INCLUDE REVIEW OF MEETING MINUTES BY THE ADMINISTRATIVE SECRETARY TO IDENTIFY POTENTIAL/DEVELOPING CONFLICTS OR CONFLICTS THAT MAY HAVE ALREADY OCCURRED AND INFORMAL DISCUSSIONS WITH COMMITTEE CHAIRS OR BOARD OFFICERS TO RAISE AWARENESS OF CONFLICTS AND POTENTIAL CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | TO ESTABLISH AN APPROPRIATE LEVEL OF COMPENSATION FOR THE PRESIDENT, EXECUTIVE MANAGEMENT, AND KEY EMPLOYEES, THE COMPENSATION COMMITTEE OF THE BOARD (MADE UP OF THE CHAIR, VICE CHAIR, AND AUDIT CHAIR) REVIEWS COMPARISON DATA THAT INCLUDES: (A) DATA FROM SIMILARLY-SITUATED INSTITUTIONS; (B) POSITIONS IN MARKETS OUTSIDE HIGHER EDUCATION WHERE APPROPRIATE; AND (C) THE KNOWLEDGE, PERFORMANCE, SKILL, AND OTHER RELEVANT FACTORS OF THE CANDIDATE. THE COMPENSATION DATA IS COLLECTED FROM NATIONAL AND REGIONAL SURVEYS, AS WELL AS OTHER SOURCES. THE COMPENSATION COMMITTEE APPROVES COMPENSATION BASED ON THESE FACTORS AND DATA. THE LAST TIME THIS PROCESS WAS UNDERTAKEN BY THE UNIVERSITY WAS IN THE FISCAL YEAR ENDING 2021. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE UNIVERSITY FILED FOR TAX EXEMPTION BEFORE JULY 15, 1987 AND DID NOT HAVE A COPY OF FORM 1023 ON FILE AT THAT TIME AND IS THEREFORE NOT REQUIRED TO MAKE FORM 1023 PUBLICLY AVAILABLE. THE UNIVERSITY INSTEAD POSTS A COPY OF ITS CURRENT IRS EXEMPTION LETTER ON ITS WEBSITE. |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDITED FINANCIAL STATEMENTS, BYLAWS AND ARTICLES OF INCORPORATION ARE POSTED ON THE UNIVERSITY'S WEBSITE. THE UNIVERSITY'S CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART VII, SECTION A, LINE 1A | THE TREASURER OF THE ORGANIZATION IS NOT CONSIDERED A TRUSTEE BUT IS CONSIDERED A MEMBER OF THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THIS POSITION IS REPORTED AS A DIRECTOR/TRUSTEE ON THE FORM 990 BECAUSE MEMBERS OF THE EXECUTIVE COMMITTEE HAVE THE RIGHT TO VOTE ON CERTAIN BOARD MATTERS. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF ANNUITIES AND TRUSTS 3,998,413. UNRELATED BUSINESS INCOME FROM ALTERNATIVE INVESTMENTS -1,039,282. NONCASH EMPLOYEE BENEFITS NOT RECORDED ON FINANCIAL STATEMENTS 78,427. TUITION REMISSION NOT RECORDED ON FINANCIAL STATEMENTS 49,424. ROUNDING -1. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLAMETTE ANGEL FUND LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 STATE STREET | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271638088 | EIN |
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Total Income | $376,003 | TotalIncomeAmt |
| End Of Year Assets | $775,308 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLAMETTE UNIVERSITY | BusinessNameLine1Txt |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WUE INVESTMENTS HOLDINGS LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 S TRYON ST SUITE 3500 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331168742 | EIN |
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLOBAL ENDOWMENT MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | EXCLUDED | PredominantIncomeTypeTxt |
| Share Of Total Income | $10,325,725 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $167,081,899 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 1.00000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS (38) | |||
| BENEFICIAL INTEREST | OR | N/A | 0 |
| IRREVOCABLE NON-QUALIFIED TRUST | |||
| BENEFICIAL INTEREST | OR | 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 | Yes (1) | 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 |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WUE INVESTMENTS HOLDINGS LP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $7,500,000 | InvolvedAmt |
| Method Of Amount Determination | FAIR MARKET VALUE | MethodOfAmountDeterminationTxt |