2020-04-15T12:27:49-05:00 2019-05-31 910189318 MOSS ADAMS LLP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990 2018-06-01 910236600 CORPORATION OF GONZAGA UNIVERSITY CORP 5093136370 502 E BOONE AVE SPOKANE WA 99258 JOSEPH SMITH CHIEF FINANCIAL OFFICER 5093136370 2020-04-13 1 TRACY S PAGLIA P00366884 2099556100 2020-04-13 73.59.64.75 2020-04-13 13:26:17 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C6DE56114614F097EFEFA27A1F452A96C82E7D93 2018 2021-01-29 14:40:06Z GONZAGA UNIVERSITY THAYNE MCCULLOH 502 E BOONE AVE SPOKANE WA 99258 430243291 0 X WWW.GONZAGA.EDU X 1894 WA PRIVATE JESUIT HIGHER EDUCATION INSTITUTION. 30 25 4311 60 -283044 4289 24712765 31389529 307746937 325218248 22981263 16846073 685450 532953 356126415 373986803 102588887 111047171 0 0 133752979 136684225 0 0 5009810 92411111 103087486 328752977 350818882 27373438 23167921 825856928 848684279 289344568 285215554 536512360 563468725 SEE SCHEDULE O. 0 0 308551361 111047171 325098413 GONZAGA UNIVERSITY IS A PRIVATE, CATHOLIC INSTITUTION OF HIGHER EDUCATION. MORE THAN 105 BUILDINGS DOT THE 131-ACRE CAMPUS OVERLOOKING THE SPOKANE RIVER. STUDENTS, WHICH INCLUDE BOTH WOMEN AND MEN, CAN ENROLL IN A MULTITUDE OF UNDERGRADUATE OR GRADUATE PROGRAMS. A CONSTANT THROUGHOUT THE YEARS IS GONZAGA'S EDUCATIONAL PHILOSOPHY, BASED ON THE CENTURIES-OLD IGNATIAN MODEL OF EDUCATING THE WHOLE PERSON - MIND, BODY AND SPIRIT. AT GONZAGA, STUDENTS DISCOVER HOW TO INTEGRATE SCIENCE AND ART, FAITH AND REASON, ACTION AND CONTEMPLATION. "CURA PERSONALIS", OR CARE FOR THE INDIVIDUAL, IS OUR GUIDING THEME. 308551361 1 1 0 1 0 0 0 1 1 1 1 1 0 0 1 1 0 1 1 1 1 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 1 0 1 1 0 0 1 1 1 1 0 0 1 9809 0 1 4311 1 1 1 1 IT 0 0 0 1 1 0 0 0 0 1 0 X 30 25 1 0 1 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MI NH NY OR SC WI MA X DEENA PRESNELL 5093136803 502 E BOONE AVE SPOKANE WA 99258 BRAJCICH PAUL W TRUSTEE, CHAIR 4.00 X 0 0 0 BROWN FRED A TRUSTEE 1.50 X 0 0 0 BUI GREG TRUSTEE 1.50 X 0 0 0 CATES REBECCA A TRUSTEE 1.50 X 0 0 0 CLANCY SJ TIMOTHY R TRUSTEE 40.00 X 0 0 0 CURRAN J DONALD TRUSTEE 1.50 X 0 0 0 GEE THERESA B TRUSTEE 1.50 X 0 0 0 GRAHAM SJ MICHAEL J TRUSTEE 1.50 X 0 0 0 GRETHER CARL B TRUSTEE 1.50 X 0 0 0 HEMMINGSON JOHN J TRUSTEE 1.50 X 0 0 0 HERCHE MARY R TRUSTEE 1.50 X 0 0 0 JOHNSON CHRISTINE TRUSTEE 1.50 X 0 0 0 LARSEN CHRISTY M TRUSTEE, VICE CHAIR 1.50 X 0 0 0 LIEBELT RITA I TRUSTEE 1.50 X 0 0 0 MAW SCOTT TRUSTEE 1.50 X 0 0 0 MCCARTHEY JR THOMAS K TRUSTEE 1.50 X 0 0 0 MCQUILKIN KEVIN D TRUSTEE 1.50 X 0 0 0 MORRIS SCOTT L TRUSTEE 1.50 X 0 0 0 PHAM SJ BRYAN TRUSTEE 1.50 X 0 0 0 REESE SJ EDWARD A TRUSTEE 1.50 X 0 0 0 REILLY MICHAEL D TRUSTEE 1.50 X 0 0 0 REUTHER RENEE TRUSTEE 1.50 X 0 0 0 SIMKINS LARRY TRUSTEE 1.50 X 0 0 0 SNOW KRISTINE TRUSTEE 1.50 X 0 0 0 STANTON PETER TRUSTEE (THRU 12/18) 1.50 X 0 0 0 STEMPSEY SJ WILLIAM E TRUSTEE 1.50 X 0 0 0 TAYLOR JR EDWARD TRUSTEE 1.50 X 0 0 0 THOMPSON THATCHER TRUSTEE 1.50 X 0 0 0 TIMBERLAKE DIANE TRUSTEE 1.50 X 0 0 0 VOISS SJ JAMES TRUSTEE (THRU 01/19) 1.50 X 0 0 0 WEILER SJ MICHAEL TRUSTEE (THRU 03/19) 1.50 X 0 0 0 WOLFF FRITZ TRUSTEE (THRU 12/18) 1.50 X 0 0 0 ZAKHEIM IRV TRUSTEE 1.50 X 0 0 0 MCCULLOH THAYNE M PRESIDENT 40.00 X X 617028 0 48332 MCGUIRE MAUREEN GENERAL COUNCIL 40.00 X 217224 0 26546 MERMANN-JOZWIAK ELISABETH INTERIM PROVOST/ SR VICE PRESIDENT 40.00 X 250451 0 41158 SMITH JOSEPH P CHIEF FINANCIAL OFFICER 40.00 X 234676 0 43792 SKLUT JOHN CHIEF OF STAFF TO PRESIDENT 40.00 X 219901 0 43280 FEW MARK N MEN'S BASKETBALL HEAD COACH 40.00 X 1933019 0 46040 KORN JANE B PROFESSOR, LAW 40.00 X 319788 0 38395 LLOYD THOMAS C ASSISTANT MEN'S BASKETBALL COACH 40.00 X 935996 0 48640 MISPLEY FORTIER LISA M WOMEN'S BASKETBALL HEAD COACH 40.00 X 352168 0 51022 ROTH MICHAEL L ATHLETIC DIRECTOR 40.00 X 521091 0 32517 BIGGS GARBUIO JUDITH VP FOR STUDENT DEV., FORMER OFFICER 40.00 X 201663 0 34224 KILLEN PATRICIA O PROF. RELIGIOUS STUDIES, FORMER OFFICER 40.00 X 284967 0 34791 MURPHY CHARLES J CHIEF STRATEGY OFFICER, FORMER OFFICER 40.00 X 204636 0 26673 POSS JOSEPH R VP FOR UNIV. ADVANCEMENT, FORMER OFFICER 40.00 X 240770 0 43042 6533378 0 558452 198 1 1 0 LYDIG CONSTRUCTION 11001 E MONTGOMERY DR SPOKANE WA 99206 CONSTRUCTION 21852537 SODEXO C/O GONZAGA UNIV BOX MSC 2479 SPOKANE WA 99258 FOOD CONTRACTOR 12053673 WALKER CONSTRUCTION 1803 E SPRINGFIELD AVE SPOKANE WA 99202 CONSTRUCTION 2179008 AM LANDSHAPER 8004 N MARKET ST SPOKANE WA 99217 LANDSCAPE CONSTRUCTION 899566 HURON CONSULTING GROUP INC 550 W VAN BUREN ST CHICAGO IL 60607 MANAGEMENT CONSULTING 769388 23 143514 745868 914072 29586075 3869110 31389529 STUDENT TUITION & FEES 611310 279911641 279911641 AUXILIARY ENTERPRISES 611310 28485479 28485479 ORGANIZED ACTIVITIES 611310 8393516 8393516 MISCELLANEOUS FEES & SALES 611310 8319679 8199844 119835 LOAN INTEREST INCOME 611310 107933 107933 325218248 8870684 -408645 9279329 986 986 459074 459074 25200 19434 5766 5766 5766 64072367 39381 56135824 1521 7936543 37860 7974403 7974403 167822 143514 99709 68113 68113 373986803 325098413 -283044 17781905 153300 153300 110780891 110780891 112980 112980 1671074 264510 1406564 1329409 427780 787086 114543 100458658 84732629 13272636 2453393 7290555 6609343 489374 191838 18117256 14547092 3241304 328860 7817273 6944285 686443 186545 224065 224065 154015 154015 103842 103842 2641122 2641122 11016742 8574360 2307759 134623 2632985 2396648 225993 10344 11826851 9884351 1597887 344613 11633748 9489481 1956429 187838 4321591 3078534 1191275 51782 9030775 8167063 619433 244279 3490504 2398291 807518 284695 8000158 6944421 939777 115960 17633224 15448057 1938605 246562 1487439 624359 862938 142 DINING EXPENSES 9497741 9497741 MAINTENANCE AND RENTALS 4732916 3995747 661312 75857 MEMBERSHIPS 751201 319257 425979 5965 UBTI TAXES 118972 118972 3789595 2937427 820197 31971 350818882 308551361 37257711 5009810 24131671 56586011 64093252 17282923 37948200 43784078 2341062 4038732 448882 422998 3154513 3853296 600897331 146640436 427837379 454256895 156270105 157867214 85682342 87228342 16263590 14199688 7685932 9164102 825856928 848684279 37000301 33895614 20353386 21895134 32377163 32402199 23597799 24009156 633604 459840 175382315 172553611 289344568 285215554 X 245174262 303191125 149594027 110697851 141744071 149579749 536512360 563468725 825856928 848684279 X 23167921 2919444 869000 X 0 1 X 1 1 1 X 26936034 34987342 23802930 24591615 31376101 141694022 26936034 34987342 23802930 24591615 31376101 141694022 11840278 129853744 6015742 5885194 6400292 9464339 9739389 37504956 158719 270963 87499 517181 2306475 194647 2501122 182217281 1474747497 0.71260 0.75060 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SETTLEMENT INCOME - 2016 AMOUNT: $ 2,306,475. 2017 AMOUNT: $ 194,647. SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: CASH AND NONCASH DATE: 12/31/14 AMOUNT: 54591839. DESCRIPTION: CASH AND NONCASH DATE: 12/31/16 AMOUNT: 24110947. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 76342 0 1 27500 103842 0 PART II-B, LINE 1: FEES PAID TO PARKER NORTHWEST WERE FOR THE FOLLOWING SERVICES: 1. MONITORING FEDERAL LEGISLATION AND REGULATIONS, 2. INTERCEDING ON GONZAGA UNIVERSITY'S BEHALF IN LEGISLATIVE AND/OR ADMINISTRATIVE PROCESSES WHEN APPROPRIATE, 3. HELPING GONZAGA UNIVERSITY TO IDENTIFY, ACQUIRE, AND RETAIN NEW BUSINESS, 4. ARRANGING MEETINGS BETWEEN GONZAGA UNIVERSITY'S OFFICIALS/EXECUTIVES AND FEDERAL OFFICIALS, 5. PROVIDING CONSULTING SERVICES IN AREAS WHERE PARKER NORTHWEST HAS KNOWLEDGE OR EXPERTISE. FEES PAID TO INDEPENDENT COLLEGES OF WASHINGTON ARE FOR MONITORING STATE LEGISLATIONS FOR PRIVATE COLLEGES AND UNIVERSITIES IN THE STATE OF WASHINGTON. DUES PAID TO AJCU ARE FOR MONITORING LEGISLATION FOR JESUIT COLLEGES AND UNIVERSITIES. DUES PAID TO THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES ARE FOR MONITORING LEGISLATION FOR INDEPENDENT COLLEGES AND UNIVERSITIES. 448666 4781458 0 20000 X X X X X STUDENT EMPLOYMENT 0 0 1 X 269763654 9836564 19526675 7187287 3573366 2573520 285792720 253297467 6056866 20683871 5062793 3002009 2209748 269763654 187267861 50045376 24584031 4703973 2331256 1564572 253297467 208467932 -11375989 -1486604 4481178 2263838 1592462 187267861 175489398 28836520 11704582 4089153 1989162 1484253 208467932 0.22000 0.52000 0.26000 1 1 1 65268190 11929757 77197947 3150000 455125331 114181223 344094108 46168084 23631696 22536388 243105 19012864 8827517 10428452 454256895 5145342 F ALTERNATIVE INVESTMENTS 82083000 F 87228342 FEDERAL STUDENT LOANS 10779288 INTEREST RATE SWAPS 3956340 ANNUITIES PAYABLE 5277144 TAXABLE BONDS PAYABLE 152540839 172553611 X PART III, LINE 4: GONZAGA UNIVERSITY'S ART COLLECTION IS HOUSED IN THE JUNDT ART MUSEUM AND CONSISTS OF APPROXIMATELY 3,500 WORKS WITH AN EMPHASIS ON ORIGINAL PRINTS REPRESENTING SEVEN CENTURIES, FROM OLD MASTERS TO MODERN. IN ADDITION TO THE COLLECTION OF ORIGINAL PRINTS, THE MUSEUM ALSO COLLECTS CERAMICS, PAINTINGS, DRAWINGS, SCULPTURE, PHOTOGRAPHS, TEXTILES, AND ASSORTED MIXED-MEDIA WORKS, WITH A CONCENTRATION IN REGIONAL ARTISTS. THE COLLECTION OF THE JUNDT ART MUSEUM SERVES GONZAGA UNIVERSITY'S EXEMPT PURPOSE BY ENGAGING IN THE HUMANISTIC, CATHOLIC, AND JESUIT MISSION OF THE UNIVERSITY. BY EXHIBITING THEMED SHOWS THAT EXAMINE OUR CATHOLIC BELIEFS AND EXAMINE ETHICAL, RELIGIOUS, PHILOSOPHICAL, AND SOCIOLOGICAL VIEWS THROUGH THE VISUAL ARTS, WE PRESENT OUR CAMPUS COMMUNITY AS WELL AS OUR LARGER, SPOKANE COMMUNITY, A FORUM FOR THOUGHT AND CONVERSATION IN THESE TOPICS. FURTHERMORE, WE HAVE A TRADITION OF EXPLORING DIVERSITY THROUGH OUR EXHIBITS AND ENGAGING PEOPLE THROUGHOUT THE GONZAGA UNIVERSITY COMMUNITY IN THE REFLECTION ON THOSE TOPICS. PART IV, LINE 2B: GONZAGA UNIVERSITY AND THE GONZAGA LAW SCHOOL FOUNDATION (THE "FOUNDATION") EACH HAS SUBSTANTIAL ENDOWMENT FUNDS AND OTHER ASSETS THAT IT INVESTS AND HAVE POOLED THEIR INVESTMENTS AND OTHER ASSETS AND CENTRALIZED CERTAIN ACCOUNTING AND ADMINISTRATIVE FUNCTIONS SO AS TO ENABLE THE FOUNDATION TO BENEFIT FROM THE EXPANDED PROCESSES, EXPERTISE, INVESTMENT PRODUCT AVAILABILITY AND COST REDUCTIONS OF GONZAGA. GONZAGA'S ENDOWMENT IS SUBSTANTIALLY LARGER THAN THE FOUNDATION'S ENDOWMENT, WITH ACCESS TO A MORE DIVERSIFIED CLASS OF INVESTMENT ASSETS AND STRATEGIES THAN IS CURRENTLY AVAILABLE TO THE FOUNDATION AND MORE PERSONNEL TO MANAGE TO ITS INVESTMENT PROCESS. IN ADDITION, THE INVESTMENT COMMITTEE OF GONZAGA (THE "INVESTMENT COMMITTEE") AND ITS OUTSIDE CONSULTANT HAVE SIGNIFICANT EXPERIENCE WITH RESPECT TO INVESTMENT MANAGEMENT. THE FOUNDATION USES THE INCOME FROM ITS ENDOWMENT AND OTHER UNRESTRICTED AND TEMPORARILY RESTRICTED NET ASSETS TO HELP FINANCE THE COSTS AND MISSION OF THE GONZAGA UNIVERSITY SCHOOL OF LAW (THE "LAW SCHOOL"), AN AFFILIATE OF GONZAGA, CONSISTENT WITH THE INTENDED PURPOSE (AS APPLICABLE) SET FORTH BY THE RESPECTIVE DONOR AND PURSUANT TO THE POLICIES OF THE LAW SCHOOL AND THE FOUNDATION. PART V, LINE 4: THE INTENDED USES OF THE ORGANIZATIONS ENDOWMENT FUNDS ARE PRIMARILY SCHOLARSHIPS AND PROFESSORSHIPS. PART X, LINE 2: THE INTERNAL REVENUE SERVICE (IRS) HAS RECOGNIZED THE CORPORATION AND FOUNDATION AS EXEMPT FROM TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT TO THE EXTENT OF UNRELATED BUSINESS INCOME UNDER SECTIONS 511 THROUGH 515. UNRELATED BUSINESS INCOME TAX, IF ANY, IS IMMATERIAL. AS OF MAY 31, 2019 AND 2018, THE UNIVERSITY HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THE UNIVERSITY MAY BE SUBJECT TO ROUTINE AUDIT BY THE IRS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 ALL UNIVERSITY CATALOGS, ADMISSION APPLICATIONS AND FINANCIAL AID BROCHURES CONTAIN STATEMENTS OF NON-DISCRIMINATORY POLICIES. THESE DOCUMENTS ARE AVAILABLE BY REQUEST OR BY ACCESSING OUR WEBSITE. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY RECEIVES VARIOUS FEDERAL, STATE, LOCAL AND FOUNDATION GRANTS FOR ACADEMIC ACTIVITIES, RESEARCH, STUDENT FINANCIAL AID, LOAN, AND WORK STUDY PROGRAMS. 0 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 13715758 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES EDUCATION 120673 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES EDUCATION 531660 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING EDUCATION 9500 EUROPE (INCLUDING ICELAND AND GREENLAND) 1 46 PROGRAM SERVICES EDUCATION 8653749 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 GRANTMAKING EDUCATION 103480 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES EDUCATION 91175 NORTH AMERICA (CANADA AND MEXICO) 0 16 PROGRAM SERVICES EDUCATION 567544 SOUTH AMERICA 0 2 PROGRAM SERVICES EDUCATION 354417 SUB-SAHARAN AFRICA 0 4 PROGRAM SERVICES EDUCATION 345070 1 62 0 6 1 68 23793539 699487 24493026 SCHOLARSHIPS FOR TUITION EUROPE (INCLUDING ICELAND AND GREENLAND) 6 100660 TUITION DISCOUNT CREDITED TO STUDENT ACCOUNT SCHOLARSHIPS FOR TUITION EAST ASIA AND THE PACIFIC 1 9500 TUITION DISCOUNT CREDITED TO STUDENT ACCOUNT GRANTS-IN-AID FOR TUITION EUROPE (INCLUDING ICELAND AND GREENLAND) 1 2820 TUITION DISCOUNT CREDITED TO STUDENT ACCOUNT 1 0 1 1 1 0 PART I, LINE 2: STUDENTS RECEIVING SCHOLARSHIPS AND FELLOWSHIPS ARE JUDGED WORTHY BY THE INSTITUTION'S ASSESSMENT ON THE BASIS OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. THE UNIVERSITY DETERMINES WHO QUALIFIES FOR LOANS BASED ON ANALYSIS BY THE FINANCIAL AID OFFICE. LOANS ARE AWARDED AS PART OF A PACKAGE CONSISTING OF FEDERAL GRANTS, FEDERAL AND UNIVERSITY LOANS, FEDERAL WORK-STUDY AND UNIVERSITY SCHOLARSHIPS. IN ALL CASES, THOSE WHO RECEIVE LOANS HAVE DEMONSTRATED FINANCIAL NEED AND HAVE COMPLETED A FEDERAL FINANCIAL AID APPLICATION FORM. THE AMOUNTS RECEIVED ARE ADDED TO THE STUDENT'S ACCOUNT TO OFFSET THE COST OF TUITION AND FEES. PART I, LINE 3: THE ACCOUNTING METHOD DETERMINED FOR PROGRAM SERVICES IS BY THE EXPENSES INCURRED IN THAT REGION. INVESTMENTS IN COLUMN (D) ARE BASED UPON THE FAIR MARKET VALUE OF EACH FUND WHILE THE AMOUNT IN COLUMN (F) IS BASED UPON THE COST BASIS. PART III, COL (C): THE ACCOUNTING METHOD USED TO DETERMINE THE CASH GRANTS IS BASED UPON THE ORGANIZATIONS EXPENSES BOOKED USING ACCRUAL BASIS ACCOUNTING. SBA WINE & DINE 87534 72519 15015 6268 ATHLETIC'S GOLF TOURNAMENT 82175 7450 74725 14643 11463 13670 1273 6 141627 63545 78082 2515 577 37109 12191 311336 143514 167822 17158 12040 57047 13464 99709 68113 1 FULCRUM FOUNDATION 710 NINTH AVENUE SEATTLE WA 98104 161616262 501(C)(3) 7500 CELEBRATION OF LIGHT SPONSORSHIP NAZARETH GUILD PO BOX 76 SPOKANE WA 99210 453962529 501(C)(3) 26500 ANNUAL CELEBRATION OF LIGHT GALA UNIVERSITY DISTRICT DEVELOPMENT ASSOCIATION 120 N PINE ST STE 232 SPOKANE WA 99202 911973749 501(C)(3) 20000 SUPPORT FOR UNIVERSITY DISTRICT COLLEGE SUCCESS FOUNDATION 15500 SE 30TH PLACE SUITE 200 BELLEVUE WA 98007 912036088 501(C)(3) 5000 2500 BOOK EVENT SPACE EMPOWERING YOUTH SEATTLE CUM LAUDE SPONSORSHIP SEEL - SPOKANE 330 E BOONE AVE SPOKANE WA 99202 911156041 501(C)(3) 9400 GENERAL SUPPORT OF PROGRAM SECOND HARVEST INLAND NORTHWEST 1234 EAST FRONT AVENUE SPOKANE WA 99202 237173826 501(C)(3) 5400 BITE TO GO SPONSORSHIP LUTHERAN COMMUNITY SERVICES NORTHWEST 210 W SPRAGUE AVE SPOKANE WA 99201 930386860 501(C)(3) 37000 GENERAL SUPPORT OF PROGRAM GONZAGA PREPARATORY SCHOOL 1224 E EUCLID AVE SPOKANE WA 99207 910639299 501(C)(3) 25000 BOOK TUITION CREDITS HELP IN EDUCATION OF STUDENTS 8 0 COLLEGE WORK STUDY 454 363758 SCHOLARSHIPS FOR TUITION 5462 74624925 GRANTS-IN-AID FOR TUITION 2977 28167853 WAIVERS FOR TUITION 426 6558043 DISCOUNTS FOR TUITION 251 1066312 PART I, LINE 2: GONZAGA UNIVERSITY IS NOT A "GRANTMAKER" PER SE IN THAT ITS FUNDAMENTAL MISSION, AND PURPOSE FOR TAX-EXEMPTION, RELATES TO EDUCATION. HOWEVER, IN THE COURSE OF THESE MISSION-RELATED ACTIVITIES, THE UNIVERSITY DOES MAKE PAYMENTS THAT MEET THE CRITERIA FOR "GRANTMAKING" AS DEFINED BY THE INSTRUCTIONS TO SCHEDULE I OF THE FORM 990. THESE PAYMENTS FALL INTO TWO CATEGORIES. (1) STUDENT FINANCIAL AID: STUDENTS RECEIVING SCHOLARSHIPS ARE JUDGED WORTHY BY THE INSTITUTION'S ASSESSMENT, THE BASIS OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. THE UNIVERSITY DETERMINES WHO QUALIFIES FOR LOANS BASED ON ANALYSIS BY THE FINANCIAL AID OFFICE. LOANS ARE AWARDED AS PART OF A PACKAGE CONSISTING OF FEDERAL GRANTS, FEDERAL AND UNIVERSITY LOANS, FEDERAL WORK-STUDY AND UNIVERSITY SCHOLARSHIPS. IN ALL CASES, THOSE WHO RECEIVE LOANS HAVE DEMONSTRATED FINANCIAL NEED AND HAVE COMPLETED A FEDERAL FINANCIAL AID APPLICATION FORM. THE AMOUNTS RECEIVED ARE ADDED TO THE STUDENT'S ACCOUNT TO OFFSET THE COST OF TUITION AND FEES. (2) CHARITABLE: CONTRIBUTIONS ARE MADE AT THE DISCRETION OF THE UNIVERSITY. X X X 1 1 X X X X 0 0 0 0 0 0 0 1 1 1 MCCULLOH THAYNE M PRESIDENT 444281 0 115104 0 57643 0 23375 0 24957 0 665360 0 0 0 MCGUIRE MAUREEN GENERAL COUNCIL 138547 0 20000 0 58677 0 18111 0 8435 0 243770 0 0 0 MERMANN-JOZWIAK ELISABETH INTERIM PROVOST/ SR VICE PRESIDENT 222970 0 0 0 27481 0 21371 0 19787 0 291609 0 0 0 SMITH JOSEPH P CHIEF FINANCIAL OFFICER 217226 0 0 0 17450 0 20569 0 23223 0 278468 0 0 0 SKLUT JOHN CHIEF OF STAFF TO PRESIDENT 166560 0 41053 0 12288 0 19369 0 23911 0 263181 0 0 0 FEW MARK N MEN'S BASKETBALL HEAD COACH 1488418 0 243101 0 201500 0 23375 0 22665 0 1979059 0 0 0 KORN JANE B PROFESSOR, LAW 260505 0 25468 0 33815 0 23375 0 15020 0 358183 0 0 0 LLOYD THOMAS C ASSISTANT MEN'S BASKETBALL COACH 293458 0 593000 0 49538 0 23375 0 25265 0 984636 0 0 0 MISPLEY FORTIER LISA M WOMEN'S BASKETBALL HEAD COACH 273430 0 36000 0 42738 0 23375 0 27647 0 403190 0 0 0 ROTH MICHAEL L ATHLETIC DIRECTOR 354508 0 99488 0 67095 0 23375 0 9142 0 553608 0 0 0 BIGGS GARBUIO JUDITH VP FOR STUDENT DEV., FORMER OFFICER 159386 0 20000 0 22277 0 17519 0 16705 0 235887 0 0 0 KILLEN PATRICIA O PROF. RELIGIOUS STUDIES, FORMER OFFI 246730 0 0 0 38237 0 23375 0 11416 0 319758 0 0 0 MURPHY CHARLES J CHIEF STRATEGY OFFICER, FORMER OFFIC 191159 0 0 0 13477 0 17281 0 9392 0 231309 0 0 0 POSS JOSEPH R VP FOR UNIV. ADVANCEMENT, FORMER OFF 182983 0 45000 0 12787 0 21013 0 22029 0 283812 0 0 0 PART I, LINE 1A CHARTER AIR TRAVEL IS PROVIDED TO THE MEN'S AND WOMEN'S BASKETBALL TEAMS. COACHES AND ATHLETIC ADMINISTRATORS ARE ALLOWED TO FLY WITH THE TEAM FOR OUT OF TOWN GAMES. LISTED PEOPLE ARE THAYNE MCCULLOH, MICHAEL ROTH, MARK FEW, THOMAS LLOYD AND LISA MISPLEY FORTIER. PERSONAL USE OF CHARTER AIR TRAVEL IS TAXABLE TO MARK FEW. BUSINESS TRAVEL IS A BENEFIT THAT IS NOT TAXABLE COMPENSATION. MEMBERSHIP DUES TO SOCIAL CLUBS ARE PAID BY THE UNIVERSITY WITH THE PERSONAL USE OF THE MEMBERSHIP PLACED ON THE W-2 WITH APPROPRIATE TAXES WITHHELD. LISTED PEOPLE ARE MICHAEL ROTH AND MARK FEW. HOUSING FACILITIES AT JESUIT HOUSE ARE PROVIDED TO ALL JESUITS AT GONZAGA UNIVERSITY (RENT FREE) INCLUDING THOSE THAT ARE OFFICERS AND TRUSTEES. LISTED PEOPLE ARE FR. TIM CLANCY AND FR. JAMES VOISS. PART I, LINE 7 THAYNE MCCULLOH, JOSEPH POSS, MICHAEL ROTH, JUDITH BIGGS-GARBUIO, MAUREEN MCGUIRE, MARK FEW, JOHN SKLUT, THOMAS LLOYD, JANE KORN, AND LISA MISPLEY FORTIER RECEIVED BONUS PAYMENTS/INCENTIVES THAT CAN BE DEFINED AS NON-FIXED PAYMENTS. IT IS AT THE DISCRETION OF THE PRESIDENT OR THE TRUSTEES THAT THESE ARE AWARDED AND ARE BASED UPON ACCOMPLISHMENT OF KEY DEPARTMENTAL OBJECTIVES. PART I, LINE 8 A 990 HIGHLY COMPENSATED EMPLOYEE RECEIVED AN ACCRUED PAYMENT PER THE INDIVIDUAL'S CONTRACT. ADDITIONAL INFORMATION THE JESUITS LISTED ON FORM 990 PART VII ARE MEMBERS OF A RELIGIOUS CONGREGATION AND ARE SUBJECT TO A VOW OF POVERTY. COMPENSATION FOR THEIR SERVICES ARE PAID TO THE RELIGIOUS CONGREGATION OF WHICH THEY ARE MEMBERS. A WA HIGHER ED FACILITIES AUTHORITY SERIES 2013A 911306482 939781R77 2013-12-20 32607960 CONSTRUCT BUILDINGS & STRUCTURES 0 0 0 A 32644455 2643720 342493 29658195 2015 0 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 SCHEDULE K, PART II, LINE 3 THE DIFFERENCE BETWEEN THE LISTED ISSUE PRICES ON PART I, COLUMN (E) AND THE TOTAL PROCEEDS OF ISSUE LISTED ON PART II, LINE 3 ARE DUE TO INVESTMENT EARNINGS. 363535 MERIT SCHOLARSHIPS STUDENT AID 21320 NEED-BASED GRANT STUDENT AID 106798 ATHLETIC SCHOLARSHIP STUDENT AID 50720 WAIVERS STUDENT AID JULIE MCCULLOH SPOUSE OF THAYNE MCCULLOH, OFFICER, TRUSTEE 145764 COMPENSATION 0 GERRY C SNOW BROTHER OF KRISTINE SNOW, TRUSTEE 11500 COMPENSATION 0 X 15 448666 APPRAISAL X 6000 COST OF SIMILAR ITEMS X 48 2885958 SELLING PRICE X 2 6100 COST OF SIMILAR ITEMS X EQUIP & SUPPLIES 34 506363 APPRAISAL & COST OF X CONSUMABLES 3 15963 COST OF SIMILAR ITEM 0 0 1 1 PART I, COLUMN (B): THE AMOUNT IS DETERMINED BY THE NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: WE HAVE CONTINUED TO WORK WITH A REAL ESTATE COMPANY TO SELL PROPERTY LOCATED IN COEUR D'ALENE, ID GIFTED TO US DURING FISCAL YEAR 2016. FORM 990; PART III LINE 1 GONZAGA UNIVERSITY IS AN EXEMPLARY LEARNING COMMUNITY THAT EDUCATES STUDENTS FOR LIVES OF LEADERSHIP AND SERVICE FOR THE COMMON GOOD. IN KEEPING WITH ITS CATHOLIC, JESUIT, AND HUMANISTIC HERITAGE AND IDENTITY, GONZAGA MODELS AND EXPECTS EXCELLENCE IN ACADEMIC AND PROFESSIONAL PURSUITS AND INTENTIONALLY DEVELOPS THE WHOLE PERSON -- INTELLECTUALLY, SPIRITUALLY, CULTURALLY, PHYSICALLY, AND EMOTIONALLY. THROUGH ENGAGEMENT WITH KNOWLEDGE, WISDOM, AND QUESTIONS INFORMED BY CLASSICAL AND CONTEMPORARY PERSPECTIVES, GONZAGA CULTIVATES IN ITS STUDENTS THE CAPACITIES AND DISPOSITIONS FOR REFLECTIVE AND CRITICAL THOUGHT, LIFELONG LEARNING, SPIRITUAL GROWTH, ETHICAL DISCERNMENT, CREATIVITY, AND INNOVATION. THE GONZAGA EXPERIENCE FOSTERS A MATURE COMMITMENT TO DIGNITY OF THE HUMAN PERSON, SOCIAL JUSTICE, DIVERSITY, INTERCULTURAL COMPETENCE, GLOBAL ENGAGEMENT, SOLIDARITY WITH THE POOR AND VULNERABLE, AND CARE FOR THE PLANET. GRATEFUL TO GOD, THE GONZAGA COMMUNITY CARRIES OUT THIS MISSION WITH RESPONSIBLE STEWARDSHIP OF OUR PHYSICAL, FINANCIAL, AND HUMAN RESOURCES. FORM 990, PART VI, SECTION A, LINE 2 - FRED BROWN AND PAUL BRAJCICH HAVE A BUSINESS RELATIONSHIP. - JOHN HEMMINGSON AND PETE STANTON HAVE A BUSINESS RELATIONSHIP. - PAUL BRAJCICH AND JOHN HEMMINGSON HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 SECTION 2, ARTICLE 1, STIPULATING THE NUMBER OF MEMBERS OF THE CORPORATION TO BE BETWEEN SEVEN AND NINE, WAS REMOVED. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IS RESTRICTED TO JESUITS WHO ARE ACTIVE IN, AND MISSIONED TO, THE UNIVERSITY, AS DECIDED BY THE RECTOR OF THE GONZAGA JESUIT COMMUNITY. THREE MEMBERS SHALL BE ELECTED BY MAJORITY VOTE OF ALL JESUITS ACTIVE IN AND MISSIONED TO, THE UNIVERSITY AS DECIDED BY THE RECTOR. THESE MEMBERS WILL SERVE STAGGERED THREE-YEAR TERMS AND SHALL BE ELIGIBLE FOR RE-ELECTION. THE BOARD OF MEMBERS WILL ELECT FOUR TO SIX ADDITIONAL MEMBERS FROM THE POOL OF JESUITS ACTIVE IN THE UNIVERSITY, AS THEY JUDGE NECESSARY, FOR RENEWABLE THREE-YEAR TERMS. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN TRANSACTIONS INVOLVING CORPORATE ASSETS, PURCHASES AND CAPITAL EXPENDITURES IN EXCESS OF $15 MILLION SHALL BE SUBJECT TO MUTUAL APPROVAL BY A QUORUM OF BOTH THE BOARD OF MEMBERS AND THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE INITIAL DRAFT OF THE 990 IS REVIEWED BY THE STAFF OF THE CONTROLLER'S OFFICE AS WELL AS THE CFO AND THE PRESIDENT. THE SUBSEQUENT DRAFT OF THE 990 IS GIVEN TO THE UNIVERSITY'S AUDIT COMMITTEE FOR REVIEW AND COMMENT. AFTER THIS REVIEW, ALL BOARD OF TRUSTEES RECEIVE THE FINAL DRAFT OF THE FORM 990 FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST QUESTIONNAIRE MUST BE COMPLETED ANNUALLY AND MUST BE KEPT CURRENT. THE QUESTIONNAIRES ARE SUBMITTED TO THE UNIVERSITY'S GENERAL COUNSEL. ANY CONFLICTS OR POTENTIAL CONFLICTS ARE SHARED WITH THE CHAIR OF THE AUDIT COMMITTEE AND THE CFO. THE CHAIR OF THE AUDIT COMMITTEE DETERMINES WHETHER THE INFORMATION SO DISCLOSED WILL BE REVIEWED BY THE AUDIT COMMITTEE OR, IF NECESSARY, REVIEWED BY THE CHAIR OF THE BOARD OF TRUSTEES. WHEN THERE IS A CONFLICT OF INTEREST, THE BOARD MEMBER MUST ABSTAIN FROM VOTING AFTER SUCH ACKNOWLEDGMENT AS WELL AS HAVING TO LEAVE THE MEETING WHEN THE BOARD IS DISCUSSING THE CONFLICTED MATTER. FORM 990, PART VI, SECTION B, LINE 15 EACH FISCAL YEAR, THE SALARIES OF THE PRESIDENT AND OFFICERS OR KEY EMPLOYEES OF THE UNIVERSITY ARE REVIEWED. THIS REVIEW INCLUDES A SALARY BENCHMARKING PROCESS CONDUCTED BY YAFFE & COMPANY, REVIEW AND APPROVAL BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, AND (IN THE CASE OF THE PRESIDENT) REVIEW AND APPROVAL BY THE BOARD OF TRUSTEES. YAFFE & COMPANY USE THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION ANNUAL SALARY SURVEY AND/OR SIMILAR SURVEYS IN COMPARISON WITH PEER INSTITUTIONS TO BENCHMARK THE SALARIES OF THESE INDIVIDUALS. FORM 990, PART VI, SECTION C, LINE 19 GONZAGA UNIVERSITY MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. PART VII, SECTION A: GONZAGA UNIVERSITY AMENDED THEIR BYLAWS IN A PREVIOUS YEAR AND REDUCED THE NUMBER OF OFFICERS OF THE CORPORATION. AS A RESULT, IN THIS YEAR'S FORM 990, FOUR CURRENT EMPLOYEES (PATRICIA KILLEN, JUDITH BIGGS-GARBUIO, CHARLES MURPHY, AND JOSEPH POSS) ARE LISTED IN PART VII AS "FORMER". THE "FORMER" TRANSLATES TO FORMER OFFICER, NOT EMPLOYEE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAPS -364,667. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,285,520. LOSS ON UNCOLLECTIBLE PLEDGES -460,498. UNRELATED BUSINESS INCOME FROM PASSTHROUGH 408,645. 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