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WHITMAN COLLEGE BOARD OF TRUSTEES: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
WHITMAN COLLEGE BOARD OF TRUSTEES (EIN 91-0567740)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-05-14
IRS object ID
202021359349303627
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-05-14T18:02:48-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN910567740EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Board of Trustees of Whitman CollegeBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBOARBusinessNameControlTxt
Phone5095275592PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1345 Boyer AveAddressLine1Txt
CityWalla WallaCityNm
State AbbreviationWAStateAbbreviationCd
ZIP993622067ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPeter HarveyPersonNm
Person TitleCFOPersonTitleTxt
Signature2020-05-14SignatureDt
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Kathleen MurrayBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1345 Boyer AveAddressLine1Txt
CityWalla WallaCityNm
State AbbreviationWAStateAbbreviationCd
ZIP993622067ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$177,735,833GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.whitman.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1859FormationYr
Legal Domicile StateWALegalDomicileStateCd
Activity Or MissionThe mission of Whitman College is to provide a rigorous liberal arts education of the highest quality to passionate and engaged students from diverse backgrounds.ActivityOrMissionDesc
Voting Members Governing Body24VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee1898TotalEmployeeCnt
Total Volunteers900TotalVolunteersCnt
Total Gross UBI-$2,503,944TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$2,503,944NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$9,808,963PYContributionsGrantsAmt
CY Contributions Grants$17,716,679CYContributionsGrantsAmt
PY Program Service Revenue$87,512,289PYProgramServiceRevenueAmt
CY Program Service Revenue$91,266,357CYProgramServiceRevenueAmt
PY Investment Income$21,470,002PYInvestmentIncomeAmt
CY Investment Income$10,100,305CYInvestmentIncomeAmt
PY Other Revenue$742,835PYOtherRevenueAmt
CY Other Revenue$1,130,994CYOtherRevenueAmt
PY Total Revenue$119,534,089PYTotalRevenueAmt
CY Total Revenue$120,214,335CYTotalRevenueAmt
PY Grants And Similar Paid$28,394,538PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$31,779,712CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$51,387,745PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$51,594,409CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,319,313CYTotalFundraisingExpenseAmt
PY Other Expenses$47,681,910PYOtherExpensesAmt
CY Other Expenses$48,599,413CYOtherExpensesAmt
PY Total Expenses$127,464,193PYTotalExpensesAmt
CY Total Expenses$131,973,534CYTotalExpensesAmt
PY Revenues Less Expenses-$7,930,104PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$11,759,199CYRevenuesLessExpensesAmt
Total Assets BOY$815,697,131TotalAssetsBOYAmt
Total Assets EOY$834,429,146TotalAssetsEOYAmt
Total Liabilities BOY$118,638,494TotalLiabilitiesBOYAmt
Total Liabilities EOY$123,329,588TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$697,058,637NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$711,099,558NetAssetsOrFundBalancesEOYAmt
MissionThe mission of Whitman College is to provide a rigorous liberal arts education of the highest quality to passionate and engaged students from diverse backgrounds. Whitman students develop their intellectual and creative capacities in a supportive scholarly community that prioritizes student learning within and beyond the classroom.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$31,779,712ExpenseAmt
Grant$31,779,712GrantAmt
DescINSTITUTIONAL FINANCIAL AID 1,245 STUDENTS RECEIVING INSTRUCTIONAL SCHOLARSHIPS, 564 STUDENTS RECEIVING FEDERAL LOANS OR GRANTSDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$14,219,027ExpenseAmt
Revenue$11,502,807RevenueAmt
DescAUXILIARY ENTERPRISES: 787 STUDENTS IN COLLEGE-PROVIDED HOUSING, 752 STUDENTS IN COLLEGE-PROVIDED BOARD PLANSDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$61,411,751ExpenseAmt
Revenue$79,763,550RevenueAmt
DescACADEMIC INSTRUCTION, SUPPORT AND OTHER PROGRAMS: 1,523 FULL TIME EQUIVALENT STUDENTS, 337 GRADUATESDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$107,410,490TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2687IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee1898EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members24GoverningBodyVotingMembersCnt
Independent Voting Member23IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Walter Froese ControllerBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5095274936PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1345 Boyer AveAddressLine1Txt
CityWalla WallaCityNm
State AbbreviationWAStateAbbreviationCd
ZIP99362ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Nancy B Serrurier
Chair1.01.0Yes (X)Yes (X)$0$0$0
Joseph C Davis
Vice Chair1.01.0Yes (X)Yes (X)$0$0$0
Janice M Abraham
Trustee1.01.0Yes (X)$0$0$0
Megan Ferguson Clubb
Trustee1.01.0Yes (X)$0$0$0
Richard Fade
Trustee1.01.0Yes (X)$0$0$0
Christina M Dawson
Trustee1.01.0Yes (X)$0$0$0
Barbara Sommer Feigin
Trustee1.01.0Yes (X)$0$0$0
Stephen E Hammond
Trustee1.01.0Yes (X)$0$0$0
Gordon H Keane
Trustee1.01.0Yes (X)$0$0$0
Peter T Lewis
Trustee1.01.0Yes (X)$0$0$0
Bradley M McMurchie
Trustee1.01.0Yes (X)$0$0$0
Nathaniel R Miles
Trustee1.01.0Yes (X)$0$0$0
Tricia Putnam Montgomery
Trustee1.01.0Yes (X)$0$0$0
James R Moore
Trustee1.01.0Yes (X)$0$0$0
William R Neff
Trustee1.01.0Yes (X)$0$0$0
Dean Allen Nichols
Trustee1.01.0Yes (X)$0$0$0
Dana M Reid
Trustee1.01.0Yes (X)$0$0$0
Charley W Rosenberry
Trustee1.01.0Yes (X)$0$0$0
Akshay Anand Shetty
Trustee1.01.0Yes (X)$0$0$0
Jonathan N Sposato
Trustee1.01.0Yes (X)$0$0$0
Denise Garvey Tabbutt
Trustee1.01.0Yes (X)$0$0$0
Julia C Taylor
Trustee1.01.0Yes (X)$0$0$0
Sarah O Wang
Trustee1.01.0Yes (X)$0$0$0
Court G Wyckoff
Trustee1.01.0Yes (X)$0$0$0
Kathleen Murray
President40.0Yes (X)$466,982$0$62,757
Peter Harvey
CFO40.01.0Yes (X)$249,733$0$103,428
John W Bogley
VP for Development and Alumni Relations40.0$227,397$0$112,917Yes (X)
Joshua Jensen
Vice President for Enrollment and Communications40.0$181,100$0$27,886Yes (X)
Kaziputalimba Joshua
VP Diversity Inclusion40.0$167,468$0$43,689Yes (X)
Dan M Terrio
Chief Information Officer40.0$163,785$0$35,676Yes (X)
Alzada Tipton
Provost and Dean of the Faculty40.0$237,709$0$48,121Yes (X)
David F Schmitz
Faculty40.0$180,637$0$27,700Yes (X)
Patrick Keef
Professor of Mathematics40.0$177,533$0$27,391Yes (X)
Keith Farrington
Professor of Social Science40.0$161,237$0$28,252Yes (X)
Patrick Spencer
Professor of Geology40.0$156,658$0$36,846Yes (X)
Dana Burgess
Professor of Humanities40.0$139,034$0$32,318Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,509,273TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$586,981TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K59IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
Leone & Keeble
PO Box 2747SpokaneWA99220CONSTRUCTION$26,146,895
Bon Appetit
P O BOX 417632BOSTONMA02241FOOD SERVICES$4,825,038
Zimmer Gunsul Frasca Architects LLP
320 SW Oak StPortlandOR97204Architects$737,314Ste 500
Gillespie Roofing
3400 East Isaacs AveWalla WallaWA80202Construction$287,342
Monticello Associates
One Tabor CenterDenverCO80202Investment Management$250,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K11CntrctRcvdGreaterThan100KCnt
Government Grants$1,344,360GovernmentGrantsAmt
All Other Contributions$16,372,319AllOtherContributionsAmt
Noncash Contributions$1,754,292NoncashContributionsAmt
Total Contributions$17,716,679TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Student Tuition & Fees616000$79,167,488$79,167,488
Housing & meal services611710$10,525,400$10,525,400
Auxiliary611710$977,407$977,407
Miscellaneous Income900099$596,062$596,062

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$91,266,357TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,724,288TotalRevenueColumnAmt
Unrelated Business Revenue-$2,503,944UnrelatedBusinessRevenueAmt
Exclusion$5,228,232ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,368,532RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$1,041,340RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,327,192RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,327,192TotalRevenueColumnAmt
Exclusion$1,327,192ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$63,824,287SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$56,448,270SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$7,376,017SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,376,017TotalRevenueColumnAmt
Exclusion$7,376,017ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$34,494GrossSalesOfInventoryAmt
Cost Of Goods Sold$31,888CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,606TotalRevenueColumnAmt
Exclusion$2,606ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescRelated Party RevenueDesc
Business900099BusinessCd
Total Revenue Column-$198,804TotalRevenueColumnAmt
Exclusion-$198,804ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total-$198,804OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$120,214,335TotalRevenueColumnAmt
Related Or Exempt Func Income$91,266,357RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$2,503,944UnrelatedBusinessRevenueAmt
Exclusion$13,735,243ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$30,027,705TotalAmt
Program Services$30,027,705ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,752,007TotalAmt
Program Services$1,752,007ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,751,525TotalAmt
Program Services$445,627ProgramServicesAmt
Management And General$965,929ManagementAndGeneralAmt
Fundraising$339,969FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$36,249,053TotalAmt
Program Services$30,611,236ProgramServicesAmt
Management And General$4,153,606ManagementAndGeneralAmt
Fundraising$1,484,211FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$3,211,021TotalAmt
Program Services$2,635,386ProgramServicesAmt
Management And General$408,074ManagementAndGeneralAmt
Fundraising$167,561FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$7,688,844TotalAmt
Program Services$6,310,477ProgramServicesAmt
Management And General$1,017,202ManagementAndGeneralAmt
Fundraising$361,165FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,693,966TotalAmt
Program Services$2,211,022ProgramServicesAmt
Management And General$342,364ManagementAndGeneralAmt
Fundraising$140,580FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$262,189TotalAmt
Management And General$262,189ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$118,850TotalAmt
Management And General$118,850ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$4,918TotalAmt
Fundraising$4,918FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$10,029,858TotalAmt
Management And General$10,029,858ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$13,980,823TotalAmt
Program Services$13,329,323ProgramServicesAmt
Management And General$485,871ManagementAndGeneralAmt
Fundraising$165,629FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$49,740TotalAmt
Program Services$40,651ProgramServicesAmt
Management And General$6,701ManagementAndGeneralAmt
Fundraising$2,388FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,640,608TotalAmt
Program Services$830,707ProgramServicesAmt
Management And General$728,911ManagementAndGeneralAmt
Fundraising$80,990FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,168,256TotalAmt
Program Services$2,038,160ProgramServicesAmt
Management And General$108,413ManagementAndGeneralAmt
Fundraising$21,683FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,121,826TotalAmt
Program Services$4,268,487ProgramServicesAmt
Management And General$663,045ManagementAndGeneralAmt
Fundraising$190,294FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,074,366TotalAmt
Program Services$1,009,904ProgramServicesAmt
Management And General$53,718ManagementAndGeneralAmt
Fundraising$10,744FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,944,826TotalAmt
Program Services$7,468,136ProgramServicesAmt
Management And General$397,242ManagementAndGeneralAmt
Fundraising$79,448FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$870,945TotalAmt
Program Services$290,315ProgramServicesAmt
Management And General$580,630ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Printing & Publication$358,997$119,666$59,833$179,498
Supplies$3,673,176$3,001,989$654,601$16,586
Paul Garrett Expenses-$234,185-$234,185
Postage & Shipping$222,730$182,031$30,007$10,692

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,311,490TotalAmt
Program Services$1,071,846ProgramServicesAmt
Management And General$176,687ManagementAndGeneralAmt
Fundraising$62,957FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$131,973,534TotalAmt
Program Services$107,410,490ProgramServicesAmt
Management And General$21,243,731ManagementAndGeneralAmt
Fundraising$3,319,313FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,865,658BOYAmt
EOY$2,258,746EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$33,826,879BOYAmt
EOY$18,541,947EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$14,224,493BOYAmt
EOY$20,287,302EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$428,845BOYAmt
EOY$488,267EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$243,893BOYAmt
EOY$260,019EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$624,519BOYAmt
EOY$1,073,685EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$268,168,016LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$93,009,452LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$164,753,606BOYAmt
EOY$175,158,564EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$273,083,232BOYAmt
EOY$283,806,033EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$322,204,853BOYAmt
EOY$329,728,873EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$2,191,573BOYAmt
EOY$1,779,128EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,249,580BOYAmt
EOY$1,046,582EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$815,697,131BOYAmt
EOY$834,429,146EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$12,450,599BOYAmt
EOY$11,361,127EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,399,148BOYAmt
EOY$2,251,346EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,045,348BOYAmt
EOY$1,083,979EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$71,282,748BOYAmt
EOY$70,139,906EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$32,460,651BOYAmt
EOY$38,493,230EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$118,638,494BOYAmt
EOY$123,329,588EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$286,285,483BOYAmt
EOY$291,208,432EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$226,809,040BOYAmt
EOY$226,939,030EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$183,964,114BOYAmt
EOY$192,952,096EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$697,058,637BOYAmt
EOY$711,099,558EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$815,697,131BOYAmt
EOY$834,429,146EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$11,759,199ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$21,348,522NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$4,451,598OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,672,977CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,276,959CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,874,836CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,808,964CurrentTaxYearMinus1YearAmt
Current Tax Year$17,716,679CurrentTaxYearAmt
Total$68,350,415TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,672,977CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,276,959CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,874,836CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,808,964CurrentTaxYearMinus1YearAmt
Current Tax Year$17,716,679CurrentTaxYearAmt
Total$68,350,415TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,484,903SubstantialContributorsTotAmt
Public Support Total170$66,865,512PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,840,846CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,670,232CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,067,586CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,202,302CurrentTaxYearMinus1YearAmt
Current Tax Year$7,596,824CurrentTaxYearAmt
Total$41,377,790TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$109,728,205TotalSupportAmt
Gross Receipts Rltd Activities$416,053,332GrossReceiptsRltdActivitiesAmt
Public Support CY1700.6094PublicSupportCY170Pct
Public Support PY1700.598PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part I, Line 2 Schedule A, Part I, Line 2FormAndLineReferenceDesc
ExplanationWhitman College also qualifies for public charity status as a school described in section 170(b)(1)(A)(ii).ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsYes (true)GrantsOtherOrganizationsInd
Grants Other Organizations$4,006GrantsOtherOrganizationsAmt
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$912DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$4,918TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
Explanation$4,006 is the amount of dues paid to the Independent Colleges of Washington allocated to lobbying efforts by ICW.ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$20,400RevenuesIncludedAmt
Assets Included$2,165,582AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$534,871,675BeginningYearBalanceAmt
Contributions$7,022,776ContributionsAmt
Investment Earnings Or Losses$31,313,093InvestmentEarningsOrLossesAmt
Grants Or Scholarships$10,009,928GrantsOrScholarshipsAmt
Other Expenditures$14,438,023OtherExpendituresAmt
Administrative Expenses$9,361,229AdministrativeExpensesAmt
End Year Balance$539,398,364EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$492,753,694BeginningYearBalanceAmt
Contributions$5,616,288ContributionsAmt
Investment Earnings Or Losses$72,799,836InvestmentEarningsOrLossesAmt
Grants Or Scholarships$9,827,166GrantsOrScholarshipsAmt
Other Expenditures$14,509,468OtherExpendituresAmt
Administrative Expenses$11,961,509AdministrativeExpensesAmt
End Year Balance$534,871,675EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$451,574,678BeginningYearBalanceAmt
Contributions$3,489,422ContributionsAmt
Investment Earnings Or Losses$72,412,669InvestmentEarningsOrLossesAmt
Grants Or Scholarships$9,543,650GrantsOrScholarshipsAmt
Other Expenditures$14,078,112OtherExpendituresAmt
Administrative Expenses$11,101,313AdministrativeExpensesAmt
End Year Balance$492,753,694EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$485,516,507BeginningYearBalanceAmt
Contributions$3,982,729ContributionsAmt
Investment Earnings Or Losses-$11,935,555InvestmentEarningsOrLossesAmt
Grants Or Scholarships$8,808,436GrantsOrScholarshipsAmt
Other Expenditures$12,838,589OtherExpendituresAmt
Administrative Expenses$4,341,978AdministrativeExpensesAmt
End Year Balance$451,574,678EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$477,132,462BeginningYearBalanceAmt
Contributions$14,097,456ContributionsAmt
Investment Earnings Or Losses$21,872,078InvestmentEarningsOrLossesAmt
Grants Or Scholarships$8,160,101GrantsOrScholarshipsAmt
Other Expenditures$11,877,583OtherExpendituresAmt
Administrative Expenses$7,547,805AdministrativeExpensesAmt
End Year Balance$485,516,507EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.3BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.32PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.38TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$7,841,409InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$8,366,060OtherCostOrOtherBasisAmt
Book Value$16,207,469BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$6,452,750InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$238,368,927OtherCostOrOtherBasisAmt
Depreciation$90,187,654DepreciationAmt
Book Value$154,634,023BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,973,288OtherCostOrOtherBasisAmt
Depreciation$2,821,798DepreciationAmt
Book Value$2,151,490BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,165,582OtherCostOrOtherBasisAmt
Book Value$2,165,582BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$175,158,564TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Commingled Trusts$44,822,525F
Investment Shares Belonging to Related Entities$0
Alternative Investments$284,906,348F
FieldValueIRS element (for citing)
Total Book Value Securities$329,728,873TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
Post Retirement Benefit Obligation$5,777,345
Split interest agreements$14,615,500
Interest rate exchange agreements$12,750,000
Med/Dental insurance terminal liability$590,306
Deferred Compensation$1,046,582
Asset retirement obligation$894,607
Refundable Advance$2,818,890
FieldValueIRS element (for citing)
Total Liability$38,493,230TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$99,213,043TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$21,348,522NetUnrealizedGainsInvstAmt
Other Revenue-$34,823,899OtherRevenueAmt
Revenue Not Reported-$13,475,377RevenueNotReportedAmt
Revenue Subtotal$112,688,420RevenueSubtotalAmt
Investment Expenses Not Incld$10,029,858InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$2,503,943OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$7,525,915RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$120,214,335TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$90,398,148TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$234,185OtherExpensesIncludedAmt
Expenses Not Reported$234,185ExpensesNotReportedAmt
Expenses Subtotal$90,163,963ExpensesSubtotalAmt
Investment Expenses Not Incld2$10,029,858InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$31,779,713OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$41,809,571ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$131,973,534TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 4 Collections of art - description of collectionsThe College has collections of works of art and rare books that are utilized by the students in their studies and the faculty in their research.
Schedule D, Part V, Line 4 Intended uses of endowment fundsEndowment funds are used solely to support the mission of Whitman College for costs such as financial aid to students, faculty salaries and the library
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteManagement believes they have no uncertain tax positions and in addition, unrelated business income tax for Whitman College and Paul Garrett Whitman Foundation, if any, is immaterial.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990Change in Split Interest Agreements - 17009 Net Loss on Interest Rate Exchange Agreements - -3260000 Institutional Aid - -31779712 Related Party Revenues - 198804
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsLosses Generated from Alternative Investments - -2503943
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Related Entity Expenses - 234185
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsInstitutional financial aid - 31779713

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYThe College makes its policy of non-discrimination known through the College website, the annual catalog, and other materials. Additionally, the College places an advertisement which describes its policy in a regional newspaper each year.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTThe College receives funds from the Department of Education to be given to Whitman students in the forms of grants and loans. The College also receives funds from other federal agencies in the form of grants for research equipment, study, or other efforts as stipulated in each individual grant.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (24 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
East Asia and the Pacific00GrantmakingSTUDENT FINANCIAL AID$357,899
Europe (Including Iceland and Greenland)00GrantmakingSTUDENT FINANCIAL AID$982,484
South America00GrantmakingSTUDENT FINANCIAL AID$120,461
Central America and the Caribbean00GrantmakingSTUDENT FINANCIAL AID$257,138
East Asia and the Pacific00Program ServicesFACULTY AND STAFF CONFERENCES AND RESEARCH$198,237
East Asia and the Pacific00Program ServicesOFF CAMPUS STUDIES$727,160
Europe (Including Iceland and Greenland)00Program ServicesFACULTY AND STAFF CONFERENCES AND RESEARCH$447,597
South America00Program ServicesOFF CAMPUS STUDIES$254,203
North America (Canada & Mexico only)00Program ServicesOff Campus Studies$12,800
Central America and the Caribbean00Program ServicesOFF CAMPUS STUDIES$495,423
Europe (Including Iceland and Greenland)00Program ServicesOff Campus Studies$2,154,946
Middle East and North Africa00Program ServicesOff Campus Studies$17,283
North America (Canada & Mexico only)00Program ServicesFACULTY AND STAFF CONFERENCES AND RESEARCH$45,634
South America00Program ServicesFACULTY AND STAFF CONFERENCES AND RESEARCH$11,141
Sub-Saharan Africa00Program ServicesFACULTY AND STAFF CONFERENCES AND RESEARCH$24,419
Central America and the Caribbean00Investments$260,678,000
Europe (Including Iceland and Greenland)00Investments$477,000
Russia and Neighboring States00Program ServicesFaculty and staff conferences and research$9,511
Middle East and North Africa00GrantmakingStudent Financial Aid$9,550
South Asia00Program ServicesOff Campus Studies$20,577
Middle East and North Africa00Program ServicesFACULTY AND STAFF CONFERENCES AND RESEARCH$33,180
Sub-Saharan Africa00Program ServicesOff Campus Studies$132,658
Sub-Saharan Africa00GrantmakingStudent Financial Aid$24,475
Middle East and North Africa00Program ServicesOff Campus Studies$17,283
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$266,784,825SubtotalSpentAmt
Continuation Spent$724,234ContinuationSpentAmt
Total Spent$267,509,059TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
STUDENT FINANCIAL AIDEast Asia and the Pacific29$357,899Wire Transfer or check
STUDENT FINANCIAL AIDEurope (Including Iceland and Greenland)92$982,484Wire transfer or check
STUDENT FINANCIAL AIDSouth America13$120,461Wire transfer or check
STUDENT FINANCIAL AIDCentral America and the Caribbean27$257,138Wire transfer or check
Student Financial AidMiddle East and North Africa1$9,550Wire transfer or check
Student Financial AidSub-Saharan Africa6$24,475Wire transfer or check
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsThe grantmaking activities shown in parts I and III involve College financial aid funds delivered to enrolled students' individual accounts. The aid is to help defray the cost of certain study programs taking place in foreign countries. All such programs are closely vetted by the College to ensure the recipients are of high academic quality and financially stable. Any aid delivered to such students is governed by the processes outlined in Schedule E.
Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDSThe grantmaking activities shown in parts I and III involve College financial aid funds delivered to enrolled students' individual accounts. The aid is to help defray the cost of certain study programs taking place in foreign countries. All such programs are closely vetted by the College to ensure the recipients are of high academic quality and financially stable. Any aid delivered to such students is governed by the processes outlined in Schedule E.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeINSTITUTIONAL FINANCIAL AIDGrantTypeTxt
Recipient1245RecipientCnt
Cash Grant$30,027,705CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationThe College awards scholarships using established policies on the basis of both need and scholarship merit. Awards to students with need are based on the students' financial information contained in the financial aid profile filed with the college scholarship services and the free application for financial aid filed with the federal processor. All aid is objectively determined and awarded on an equal basis to recipients with similar attributes.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Kathleen Murray
President$454,922$0$0$0$12,060$0$20,000$0$42,757$0$529,739$0$0$0
Peter Harvey
CFO$249,733$0$0$0$0$0$40,724$0$62,704$0$353,161$0$0$0
John W Bogley
VP for Development and Alumni Relations$223,594$0$0$0$3,803$0$23,367$0$89,550$0$340,314$0$0$0
Joshua Jensen
Vice President for Enrollment and Communications$181,100$0$0$0$0$0$18,202$0$9,684$0$208,986$0$0$0
Kaziputalimba Joshua
VP Diversity Inclusion$151,465$0$0$0$16,003$0$15,771$0$27,918$0$211,157$0$0$0
Dan M Terrio
Chief Information Officer$163,785$0$0$0$0$0$16,992$0$18,684$0$199,461$0$0$0
Alzada Tipton
Provost and Dean of the Faculty$222,709$0$0$0$15,000$0$22,753$0$25,368$0$285,830$0$0$0
David F Schmitz
Faculty$180,637$0$0$0$0$0$18,016$0$9,684$0$208,337$0$0$0
Patrick Keef
Professor of Mathematics$177,533$0$0$0$0$0$17,707$0$9,684$0$204,924$0$0$0
Keith Farrington
Professor of Social Science$161,237$0$0$0$0$0$16,113$0$12,139$0$189,489$0$0$0
Patrick Spencer
Professor of Geology$156,658$0$0$0$0$0$16,232$0$20,614$0$193,504$0$0$0
Dana Burgess
Professor of Humanities$139,034$0$0$0$0$0$14,354$0$17,964$0$171,352$0$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Travel for companionsWhen the spouses of key employees accompany them on College-related business trips at the request of the College, the incremental travel costs are included in the employee's taxable income.
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsWhen the spouses of key employees accompany them on College-related business trips at the request of the College, the incremental travel costs are included in the employee's taxable income. These payments are grossed up so there is no negative tax effect on the employee.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useThe College President is required, as a condition of employment and for the convenience of the College, to maintain his their personal residence in a house provided by the College. This house is located on the edge of the campus and the provision of such is not considered taxable compensation
Schedule J, Part I, Line 1a Health or social club dues or initiation feesThe College President and the Vice President of Development are provided memberships in social clubs by the College. The amounts paid for dues are included in their W-2's as taxable compensation.
Schedule J, Part I, Line 1a Personal servicesThe President's personal residence (owned by the College) is provided cleaning services and yard care by the College. This is not considered taxable compensation.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Washington Higher Education Facilities Authority
A911306482939781VM92004-11-23$28,770,000Refund A Bond Issue from 1999falsefalsefalse
Washington Higher Education Facilities Authority
B911306482939781A342008-06-10$30,395,000Facilities Constructionfalsefalsefalse
Washington Higher Education Facilities
C911306482939781U572017-01-05$18,315,448Facilities Constructionfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$28,770,000$0$0$0$232,781$0$0$0$28,442,263$02004falseYes (true)Yes (true)Yes (true)
B$855,000$0$30,395,000$0$0$0$282,842$0$0$30,000,000$0$02010falsefalseYes (true)Yes (true)
C$305,000$0$18,315,448$0$376,062$0$325,296$0$0$15,862,540$0$0falsefalseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdTotal Private Business UseTotalPrivateBusinessUsePctProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropInd
A0.0Yes (true)
B0.0Yes (true)falsefalsefalsefalse0.00.0Yes (true)false
C0.0Yes (true)falsefalsefalsefalsefalsefalse

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndRebate Not Due YetRebateNotDueYetIndNo Rebate DueNoRebateDueInd
JP Morgan
AYes (true)Yes (true)Yes (true)25.0falsefalsefalsefalseYes (true)
BNY Mellon
BYes (true)Yes (true)Yes (true)30.0Yes (true)falseYes (true)falseYes (true)AIG Matching Fund3.1Yes (true)
(no name)
CfalsefalsefalsefalsefalseYes (true)Yes (true)Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Merit Based ScholarshipsBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgFamily MembersRelationshipWithOrgTxt
Cash Grant$1,500CashGrantAmt
Type Of AssistanceScholarshipTypeOfAssistanceTxt
Assistance PurposeEducationAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Adam DawsonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionFamily Member of Trustee, Christina DawsonRelationshipDescriptionTxt
Transaction$27,760TransactionAmt
TransactionEmploymentTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution7ContributionCnt
Noncash Contributions Rpt F990$20,400NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$11,454NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$700NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution73ContributionCnt
Noncash Contributions Rpt F990$1,700,265NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$4,860NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescTravel vouchers, Adobe subscriptions, sheet music, science equipment and fitness equipment.Desc
Contribution7ContributionCnt
Noncash Contributions Rpt F990$16,613NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I, Line 1 Art - Works of artNumber of items
Schedule M, Part I, Line 9 Securities - Publicly tradedNumber of contributions
Schedule M, Part I, Line 25 OtherTravel vouchers, grand piano and musical cds
Schedule M, Part I, Line 4 Books and publicationsNumber of contributions
Schedule M, Part I Explanations of reporting method for number of contributionsArt - Works of art - Number of items Securities - Publicly traded - Number of contributions Other - Travel vouchers, Adobe subscriptions, sheet music, science equipment and fitness equipment. Numer of contributions Books and publications - Number of contributions Clothing and household goods - Wedding dress and bookcase games Number Food inventory - Wine Number

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b Review of form 990 by governing bodyAn electronic draft copy is provided to the Audit Committee via the Whitman College website. The Committee discusses and provides input to management. The Committee next accepts the Form 990 and it is made available to the Board of Trustees for review. After the Trustees have provided their input and all questions are resolved, the Form 990 is then filed with the IRS
Form 990, Part VI, Line 12c Conflict of interest policyTrustees, officers, and key employees are given a questionnaire annually. The questionnaire includes the College's conflict of interest policy and asks each individual about the existence of conflicts of interest, as well as other payments or situations which could be construed to present a conflict. If an individual answers any question in the affirmative, they are asked to describe the situation in their response. If there are any concerns relative to any one individual's response, management follows up to discuss how best to deal with any identified situations. Management verifies all identified individuals have responded. All the responses are retained in accordance with the College's file retention policy. Trustees are reminded of potential conflicts at each meeting.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialThe Trustees delegated authority for setting the President's compensation to the Executive Committee of the Board. Comparable data from peer institutions was used in the discussion to set the President's compensation. Those discussions are summarized in a memo from the Chair of the Board to the CFO.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesComparable data from peer institutions for each position was used to set the compensation for officers and key employees.The Trustees approved the compensation packages of the College's officers and key employees.
Form 990, Part VI, Line 19 Required documents available to the publicThe College provides access to its financial statements via its website. The College's governing documents and conflict of interest policy are available upon request.
Form 990, Part IX, Line 11g Other FeesEquipment Rent - Total Expense: 74020, Program Service Expense: 74020, Management and General Expenses: , Fundraising Expenses: ; Other Services - Total Expense: 13906803, Program Service Expense: 13255303, Management and General Expenses: 485871, Fundraising Expenses: 165629;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesLoss on interest rate exchange agreements - -3260000; Change in split interest agreements - 17009; UBI Loss from Partnerships - 2503943; Transfer from dissolution of related party (Whitman College Paul Garrett Foundation) - 5190646;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
WHITMAN COLLEGE PAUL GARRETT FOUNDATION
345 BOYER AVENUEWALLA WALLAWA99362911648072Provide Support for Whitman CollegeWA501(c)(3)Type IBOARD OF TRUSTEES OF WHITMAN COLLEGEYes (true)
WHITMAN COLLEGE 21ST CENTURY TRUST
345 BOYER AVENUEWALLA WALLAWA99362916526001Provide support for Whitman CollegeWA501(c)(3)Type IBOARD OF TRUSTEES OF WHITMAN COLLEGEYes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
CHARITABLE LEAD ANNUITY TRUST (1)
345 Boyer AvenueWalla WallaWA99362HOLDINGSWANA
CHARITABLE REMAINDER TRUSTS (31)
345 Boyer AvenueWalla WallaWA99362HOLDINGSWANA
POOLED INCOME FUNDS (3)
345 Boyer AvenueWalla WallaWA99362HOLDINGSWANA
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1WHITMAN COLLEGE PAUL GARRETT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$5,424,831InvolvedAmt
Method Of Amount DeterminationCashMethodOfAmountDeterminationTxt