WILLAMETTE UNIVERSITY: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: WILLAMETTE UNIVERSITY (EIN 93-0386972)
Tax period: 2016-06-01 to 2017-05-31
Filed: 2018-04-06
IRS object ID: 201800969349300345
Schema version: 2016v3.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-04-06T13:59:07-05:00	ReturnTs
Tax Period End	2017-05-31	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	2016-06-01	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	VP for Finance and Treasurer	PersonTitleTxt
Phone	5033706974	PhoneNum
Signature	2018-04-02	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Wendy Campos	PreparerPersonNm
PTIN	P00448102	PTIN
Phone	5032421447	PhoneNum
Preparation	2018-04-02	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	12.129.7.100	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2018-04-02	IPDt
IP Tm	19:31:56	IPTm
IP Timezone	PD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	1DCA0316B2A479D8F78AABC97C76C596FAFC6DA1	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	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	$153,363,587	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	2355	TotalEmployeeCnt
Total Volunteers	520	TotalVolunteersCnt
Total Gross UBI	-$90,865	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$100,902	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$9,500,089	PYContributionsGrantsAmt
CY Contributions Grants	$10,272,515	CYContributionsGrantsAmt
PY Program Service Revenue	$126,387,609	PYProgramServiceRevenueAmt
CY Program Service Revenue	$125,557,501	CYProgramServiceRevenueAmt
PY Investment Income	-$426,199	PYInvestmentIncomeAmt
CY Investment Income	$115,081	CYInvestmentIncomeAmt
PY Other Revenue	$2,733,207	PYOtherRevenueAmt
CY Other Revenue	$391,303	CYOtherRevenueAmt
PY Total Revenue	$138,194,706	PYTotalRevenueAmt
CY Total Revenue	$136,336,400	CYTotalRevenueAmt
PY Grants And Similar Paid	$49,623,268	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$51,117,434	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$63,997,211	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$64,650,847	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$360,000	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$42,000	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$4,223,356	CYTotalFundraisingExpenseAmt
PY Other Expenses	$35,689,815	PYOtherExpensesAmt
CY Other Expenses	$34,474,772	CYOtherExpensesAmt
PY Total Expenses	$149,670,294	PYTotalExpensesAmt
CY Total Expenses	$150,285,053	CYTotalExpensesAmt
PY Revenues Less Expenses	-$11,475,588	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$13,948,653	CYRevenuesLessExpensesAmt
Total Assets BOY	$438,379,987	TotalAssetsBOYAmt
Total Assets EOY	$457,044,870	TotalAssetsEOYAmt
Total Liabilities BOY	$99,894,678	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$110,428,423	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$338,485,309	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$346,616,447	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	$124,087,041	ExpenseAmt
Grant	$50,857,883	GrantAmt
Revenue	$109,436,143	RevenueAmt
Desc	Higher Education - Instruction and Support: 1,856 in the College of Liberal Arts, 278 in the College of Law, 227 in the Atkinson Graduate School of Management, and 47 in the Joint Degree JD/MBA (2,408 students).	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$12,317,759	ExpenseAmt
Grant	$259,551	GrantAmt
Revenue	$16,121,358	RevenueAmt
Desc	HIGHER EDUCATION - AUXILIARY FUNCTIONS: INCLUDES ROOM & BOARD (FOR 1,327 STUDENTS) AND SUMMER CONFERENCES.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$136,404,800	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
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
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	Yes (1)	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	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 With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (1)	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	0	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	3169	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	2355	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	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
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	0	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	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd
Other	Yes (X)	OtherInd

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

Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
James F Albaugh
Board Member	1.00	Yes (X)	$0	$0	$0
Bryn A Berglund
Board Member	1.00	Yes (X)	$0	$0	$0
Robin O Brena
Board Member	1.00	Yes (X)	$0	$0	$0
Truman W Collins Jr
Board Member	1.00	Yes (X)	$0	$0	$0
James B Cuno
Board Member	1.00	Yes (X)	$0	$0	$0
Heather K Dempsey
Board Member	1.00	Yes (X)	$0	$0	$0
James A Fitzhenry
Board Member	1.00	Yes (X)	$0	$0	$0
Eric M Friedenwald-Fishman
Board Member	1.00	Yes (X)	$0	$0	$0
Melvin Henderson-Rubio
Board Member	1.00	Yes (X)	$0	$0	$0
Joseph F Hoffman
Board Member	1.00	Yes (X)	$0	$0	$0
Brian R Hufft
Board Member	1.00	Yes (X)	$0	$0	$0
Eva M Kripalani
Board Member	1.00	Yes (X)	$0	$0	$0
Konrad Chip R Kruger
Board Member	1.00	Yes (X)	$0	$0	$0
Elizabeth J Large
Board Member	1.00	Yes (X)	$0	$0	$0
Andy M Miguel
Board Member	1.00	Yes (X)	$0	$0	$0
Sean B O'Hollaren
Board Member	1.00	Yes (X)	$0	$0	$0
Heidi A Patterson
Board Member	1.00	Yes (X)	$0	$0	$0
Craig S Pesti-Strobel
Board Member	1.00	Yes (X)	$0	$0	$0
Punit Renjen
Board Member	1.00	Yes (X)	$0	$0	$0
Lynn E Ristig
Board Member	1.00	Yes (X)	$0	$0	$0
Jacqueline C Rushing
Board Member-9/7/16	1.00	Yes (X)	$0	$0	$0
Lynne H Saxton
Board Member	1.00	Yes (X)	$0	$0	$0
Kevin R Smith
Board Member	1.00	Yes (X)	$0	$0	$0
Melissa L Smith
Board Member	1.00	Yes (X)	$0	$0	$0
Patricia C Smullin
Board Member	1.00	Yes (X)	$0	$0	$0
Guy C Stephenson
Board Member	1.00	Yes (X)	$0	$0	$0
Patrick J Waite
Board Member	1.00	Yes (X)	$0	$0	$0
Roderick C Wendt
Board Member	1.00	Yes (X)	$0	$0	$0
Steven E Wynne
Chair	1.00	Yes (X)	$0	$0	$0	Yes (X)
Dale C Sause
Vice Chair	1.00	Yes (X)	$0	$0	$0	Yes (X)
Sandra M Rowe
Secretary	1.00	Yes (X)	$0	$0	$0	Yes (X)
Kerry R Tymchuk
Assistant Secretary	1.00	Yes (X)	$0	$0	$0	Yes (X)
Stephen E Thorsett
President	40.00	Yes (X)	$595,159	$0	$190,098	Yes (X)
Monica Rimai
SVP Finance/Admin, Treasurer	40.00	Yes (X)	$337,296	$0	$39,046	Yes (X)
Colleen Kawahara
Admin Secretary/Dir Office of Pres	40.00		$81,335	$0	$11,261	Yes (X)
James R Bauer
VP for Campus Planning & External Affairs	40.00		$167,993	$0	$89,874		Yes (X)
Michael G Beseda
VP of Enrollment -10/7/16	40.00		$196,650	$0	$24,660		Yes (X)
Curtis Bridgeman
Dean, College of Law	40.00		$251,330	$0	$51,236		Yes (X)
Marlene Moore
Dean, College of Liberal Arts-7/1/16	40.00		$218,666	$0	$14,429		Yes (X)
David A Douglass
Professor-5/31/17	40.00		$218,527	$0	$77,607			Yes (X)
John Launchbury
Professor of Computer Science	40.00		$240,843	$0	$50,278			Yes (X)
Shelby Radcliffe
VP for Advancement	40.00		$255,848	$0	$32,657			Yes (X)
Debra Ringold
Dean, Atkinson Grad School of Mgmt	40.00		$240,985	$0	$35,444			Yes (X)
Symeon Symeonides
Parks Distinguished Professor of Law	40.00		$274,312	$0	$44,219			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,078,944	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$660,809	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	94	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 (Bon Appetit)
100 Hamilton Ave Suite 400	Palo Alto	CA	94301	Food Service	$3,926,646
LCG Pence LLC
2747 Pence Loop SE	Salem	OR	97302	Construction	$2,459,104
FXG CONSTRUCTION LLC
3833 Croisan Creek Rd S	Salem	OR	97302	Construction	$2,029,493
Whiteboard Communications LLC
30 Clipper Rd	West Conshohocken	PA	19428	Marketing	$286,100
IBM Corporation
PO Box 676673	Dallas	TX	752676673	Software Configuration	$241,016

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	25	CntrctRcvdGreaterThan100KCnt
Fundraising	$10,000	FundraisingAmt
Government Grants	$1,259,500	GovernmentGrantsAmt
All Other Contributions	$9,003,015	AllOtherContributionsAmt
Noncash Contributions	$936,933	NoncashContributionsAmt
Total Contributions	$10,272,515	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES	611310	$109,436,143	$109,436,143
room and board fees	721310	$15,325,405	$15,325,405
auxiliary income	611710	$795,953	$795,953

Field	Value	IRS element (for citing)
Total Program Service Revenue	$125,557,501	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$99,582	TotalRevenueColumnAmt
Unrelated Business Revenue	-$120,604	UnrelatedBusinessRevenueAmt
Exclusion	$220,186	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,992	TotalRevenueColumnAmt
Exclusion	$9,992	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$17,020,536	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$17,005,037	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$15,499	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$15,499	TotalRevenueColumnAmt
Exclusion	$15,499	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$18,970	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$10,000	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$22,150	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$3,180	TotalRevenueColumnAmt
Exclusion	-$3,180	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
Other Income	900099	$354,752	$354,752
Parking UBI	900099	$29,739		$29,739

Field	Value	IRS element (for citing)
Other Revenue Total	$384,491	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$136,336,400	TotalRevenueColumnAmt
Related Or Exempt Func Income	$125,557,501	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$90,865	UnrelatedBusinessRevenueAmt
Exclusion	$597,249	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$11,000	TotalAmt
Program Services	$11,000	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$49,616,875	TotalAmt
Program Services	$49,616,875	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$1,489,559	TotalAmt
Program Services	$1,489,559	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,992,602	TotalAmt
Program Services	$559,985	ProgramServicesAmt
Management And General	$1,147,517	ManagementAndGeneralAmt
Fundraising	$285,100	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$163,947	TotalAmt
Program Services	$41,074	ProgramServicesAmt
Management And General	$122,873	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$46,487,791	TotalAmt
Program Services	$40,849,380	ProgramServicesAmt
Management And General	$3,442,778	ManagementAndGeneralAmt
Fundraising	$2,195,633	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$4,063,244	TotalAmt
Program Services	$3,673,649	ProgramServicesAmt
Management And General	$172,298	ManagementAndGeneralAmt
Fundraising	$217,297	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$8,422,958	TotalAmt
Program Services	$7,424,178	ProgramServicesAmt
Management And General	$561,361	ManagementAndGeneralAmt
Fundraising	$437,419	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$3,520,305	TotalAmt
Program Services	$3,069,676	ProgramServicesAmt
Management And General	$270,411	ManagementAndGeneralAmt
Fundraising	$180,218	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$59,559	TotalAmt
Program Services	$11,981	ProgramServicesAmt
Management And General	$44,833	ManagementAndGeneralAmt
Fundraising	$2,745	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$172,331	TotalAmt
Management And General	$172,331	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$42,000	TotalAmt
Fundraising	$42,000	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,168,212	TotalAmt
Management And General	$1,168,212	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$3,122,318	TotalAmt
Program Services	$2,452,820	ProgramServicesAmt
Management And General	$378,931	ManagementAndGeneralAmt
Fundraising	$290,567	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$817,028	TotalAmt
Program Services	$671,651	ProgramServicesAmt
Management And General	$144,729	ManagementAndGeneralAmt
Fundraising	$648	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,709,107	TotalAmt
Program Services	$2,279,032	ProgramServicesAmt
Management And General	$197,427	ManagementAndGeneralAmt
Fundraising	$232,648	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,741,548	TotalAmt
Program Services	$1,683,584	ProgramServicesAmt
Management And General	$44,976	ManagementAndGeneralAmt
Fundraising	$12,988	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$3,051,779	TotalAmt
Program Services	$2,922,992	ProgramServicesAmt
Management And General	$128,371	ManagementAndGeneralAmt
Fundraising	$416	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,582,764	TotalAmt
Program Services	$1,372,194	ProgramServicesAmt
Management And General	$74,442	ManagementAndGeneralAmt
Fundraising	$136,128	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$221,228	TotalAmt
Program Services	$127,351	ProgramServicesAmt
Management And General	$12,477	ManagementAndGeneralAmt
Fundraising	$81,400	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$2,192,270	TotalAmt
Program Services	$2,113,017	ProgramServicesAmt
Management And General	$79,253	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$5,897,565	TotalAmt
Program Services	$5,875,237	ProgramServicesAmt
Management And General	$22,328	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$979,828	TotalAmt
Program Services	-$14,167	ProgramServicesAmt
Management And General	$993,995	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Food service	$4,355,812	$4,180,903	$92,780	$82,129
SPECIAL PROGRAMS	$2,928,685	$2,877,534	$35,485	$15,666
Program/study abroad	$783,381	$783,381
Books and Periodicals	$766,795	$766,795

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,924,562	TotalAmt
Program Services	$1,565,119	ProgramServicesAmt
Management And General	$349,089	ManagementAndGeneralAmt
Fundraising	$10,354	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$150,285,053	TotalAmt
Program Services	$136,404,800	ProgramServicesAmt
Management And General	$9,656,897	ManagementAndGeneralAmt
Fundraising	$4,223,356	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$369,368	BOYAmt
EOY	$40,134	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$23,162,772	BOYAmt
EOY	$21,547,838	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,863,995	BOYAmt
EOY	$4,760,532	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$6,030,343	BOYAmt
EOY	$3,106,219	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$7,941,516	BOYAmt
EOY	$7,731,238	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
EOY	$11,284	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$490,700	BOYAmt
EOY	$428,377	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$251,626,945	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$108,410,992	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$142,784,029	BOYAmt
EOY	$143,215,953	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$3,472,385	BOYAmt
EOY	$4,776,377	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$249,409,823	BOYAmt
EOY	$270,124,982	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$1,855,056	BOYAmt
EOY	$1,301,936	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$438,379,987	BOYAmt
EOY	$457,044,870	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$16,664,323	BOYAmt
EOY	$17,499,264	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$2,802,454	BOYAmt
EOY	$2,617,817	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$59,780,665	BOYAmt
EOY	$69,030,151	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$1,350,443	BOYAmt
EOY	$1,330,070	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$19,296,793	BOYAmt
EOY	$19,951,121	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$99,894,678	BOYAmt
EOY	$110,428,423	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$54,723,521	BOYAmt
EOY	$53,260,804	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$140,013,793	BOYAmt
EOY	$145,191,397	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$143,747,995	BOYAmt
EOY	$148,164,246	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$338,485,309	BOYAmt
EOY	$346,616,447	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$438,379,987	BOYAmt
EOY	$457,044,870	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$13,948,653	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$21,313,003	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$766,790	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$12,079,301	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$12,554,742	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,713,676	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$9,500,089	CurrentTaxYearMinus1YearAmt
Current Tax Year	$10,272,514	CurrentTaxYearAmt
Total	$52,120,322	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$12,079,301	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$12,554,742	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,713,676	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$9,500,089	CurrentTaxYearMinus1YearAmt
Current Tax Year	$10,272,514	CurrentTaxYearAmt
Total	$52,120,322	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$2,172,845	SubstantialContributorsTotAmt
Public Support Total170	$49,947,477	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,767,955	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,925,481	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,444,124	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$199,988	CurrentTaxYearMinus1YearAmt
Current Tax Year	$230,178	CurrentTaxYearAmt
Total	$5,567,726	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$223,641	CurrentTaxYearMinus2YearsAmt
Total	$223,641	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,443,881	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,307,197	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,526,934	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,687,881	CurrentTaxYearMinus1YearAmt
Current Tax Year	$354,753	CurrentTaxYearAmt
Total	$9,320,646	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$67,232,335	TotalSupportAmt
Public Support CY170	0.74290	PublicSupportCY170Pct
Public Support PY170	0.73600	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	Part I, Line 7:	FormAndLineReferenceDesc
Explanation	The University is tax exempt as a school under 170(b)(1)(A)(ii) and also meets the public support test under 509(a)(1) calculated in Part II of Schedule A.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$368,786	RevenuesIncludedAmt
Assets Included	$5,461,642	AssetsIncludedAmt

Held Works Art HeldWorksArtGrp

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

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$245,454,444	BeginningYearBalanceAmt
Contributions	$4,130,352	ContributionsAmt
Investment Earnings Or Losses	-$6,353,672	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,015,227	GrantsOrScholarshipsAmt
Other Expenditures	$9,195,024	OtherExpendituresAmt
Administrative Expenses	$887,384	AdministrativeExpensesAmt
End Year Balance	$229,133,489	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$236,678,165	BeginningYearBalanceAmt
Contributions	$2,178,723	ContributionsAmt
Investment Earnings Or Losses	$19,990,691	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,815,105	GrantsOrScholarshipsAmt
Other Expenditures	$8,390,249	OtherExpendituresAmt
Administrative Expenses	$187,781	AdministrativeExpensesAmt
End Year Balance	$245,454,444	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$222,487,762	BeginningYearBalanceAmt
Contributions	$3,727,322	ContributionsAmt
Investment Earnings Or Losses	$23,482,147	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,601,814	GrantsOrScholarshipsAmt
Other Expenditures	$8,012,288	OtherExpendituresAmt
Administrative Expenses	$404,964	AdministrativeExpensesAmt
End Year Balance	$236,678,165	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$213,765,462	BeginningYearBalanceAmt
Contributions	$2,007,611	ContributionsAmt
Investment Earnings Or Losses	$20,404,995	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,824,897	GrantsOrScholarshipsAmt
Other Expenditures	$8,430,489	OtherExpendituresAmt
Administrative Expenses	$434,920	AdministrativeExpensesAmt
End Year Balance	$222,487,762	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.07260	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.59520	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.33220	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (1)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (1)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$8,655,297	OtherCostOrOtherBasisAmt
Book Value	$8,655,297	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$176,537,012	OtherCostOrOtherBasisAmt
Depreciation	$64,591,638	DepreciationAmt
Book Value	$111,945,374	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$14,217,407	OtherCostOrOtherBasisAmt
Depreciation	$11,285,765	DepreciationAmt
Book Value	$2,931,642	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$7,191,088	OtherCostOrOtherBasisAmt
Depreciation	$5,782,378	DepreciationAmt
Book Value	$1,408,710	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$45,026,141	OtherCostOrOtherBasisAmt
Depreciation	$26,751,211	DepreciationAmt
Book Value	$18,274,930	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$143,215,953	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
MULTI-STRATEGY LIMITED PARTNERSHIP INVESTMENT FUND	$228,534,039	F
FIXED INCOME FUNDS	$15,241,820	F
OTHER INVESTMENTS	$14,679,823	F
Money Market Funds	$11,669,300	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$270,124,982	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
ANNUITIES AND TRUSTS PAYABLE	$12,641,153
GOVERNMENT ADVANCES FOR STUDENT LOANS	$7,309,968

Field	Value	IRS element (for citing)
Total Liability	$19,951,121	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$106,732,767	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$21,313,003	NetUnrealizedGainsInvstAmt
Other Revenue	-$49,899,178	OtherRevenueAmt
Revenue Not Reported	-$28,586,175	RevenueNotReportedAmt
Revenue Subtotal	$135,318,942	RevenueSubtotalAmt
Investment Expenses Not Incld	$1,160,212	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$142,755	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$1,017,457	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$136,336,399	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$98,601,629	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$22,151	OtherExpensesIncludedAmt
Expenses Not Reported	$22,151	ExpensesNotReportedAmt
Expenses Subtotal	$98,579,478	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$1,160,212	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$50,545,364	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$51,705,576	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$150,285,054	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 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 valued at $5,461,642 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 IV, Line 2b:	The University holds the accounts of student organizations on its balance sheet.
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:	FIN 48 (ASC 740) UNCERTAIN TAX POSITIONS FINANCIAL STATEMENT FOOTNOTE - U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE THE UNIVERSITY'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE UNIVERSITY AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE UNIVERSITY HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED TAX POSITIONS TAKEN BY THE UNIVERSITY AND HAS CONCLUDED AS OF MAY 31, 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE UNIVERSITY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE UNIVERSITY'S MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO FISCAL 2013.
Part XI, Line 2d - Other Adjustments:	Scholarships netted with revenue on financial statements -50,428,025. change in value of annuities and trusts 536,847. Pledge adjustments netted with revenue on financial statements -8,000.
Part XI, Line 4b - Other Adjustments:	Unrelated business income from alternative investments -120,604. Fundraising expenses netted with revenue on 990 -22,151.
Part XII, Line 2d - Other Adjustments:	Fundraising event expenses netted with revenue on 990 22,151.
Part XII, Line 4b - Other Adjustments:	Scholarships netted with revenue on financial statements 50,428,025. Noncash employee benefits not included on financial statements 109,339. Pledge Write-offs netted with revenue on financial statements 8,000.

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 69% 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 nondiscriminatory 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 (8 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium	1	2	PROGRAM SERVICES	STUDY ABROAD PROGRAM	$721,572
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,	0	0	GrantMaking		$15,000
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,	0	0	GRANTMAKING		$365,679
Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium	0	0	GRANTMAKING		$871,966
South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador,	0	0	GRANTMAKING		$148,639
Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso,	0	0	GRANTMAKING		$33,400
Middle East and North Africa	0	0	Grantmaking		$54,875
Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium	0	0	Investments		$194,633

Field	Value	IRS element (for citing)
Subtotal Offices	1	SubtotalOfficesCnt
Subtotal Employees	2	SubtotalEmployeesCnt
Continutation Total Office	0	ContinutationTotalOfficeCnt
Continutation Total Employee	0	ContinutationTotalEmployeeCnt
Total Office	1	TotalOfficeCnt
Total Employee	2	TotalEmployeeCnt
Subtotal Spent	$2,405,764	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$2,405,764	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
SCHOLARSHIPS	Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,	1	$15,000	APPLIED TO STUDENT BILL TO OFFSET TUITION AND FEES
SCHOLARSHIPS	East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,	29	$365,679	APPLIED TO STUDENT BILL TO OFFSET TUITION AND FEES
SCHOLARSHIPS	Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgiu	87	$871,966	APPLIED TO STUDENT BILL TO OFFSET TUITION AND FEES
SCHOLARSHIPS	South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador,	13	$148,639	APPLIED TO STUDENT BILL TO OFFSET TUITION AND FEES
SCHOLARSHIPS	Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso,	2	$33,400	APPLIED TO STUDENT BILL TO OFFSET TUITION AND FEES
Scholarships	Middle East and North Africa	4	$54,875	APPLIED TO STUDENT BILL TO OFFSET TUITION AND FEES

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (1)	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 (2 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 Business 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 Business Office of expenditures for each term during the academic year. At year-end, the Financial Aid Office and Business Office reconcile accounts for all funds. The Development 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 accrual 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

Organization Business Name OrganizationBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	COMMUNITY COUNSELLING SERVICE CO	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 MONTGOMERY STREET STE 2270	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94104	ZIPCd

Field	Value	IRS element (for citing)
Activity	FUNDRAISING SERVICES	ActivityTxt
Fundraiser Control Of Funds	0	FundraiserControlOfFundsInd
Gross Receipts	$0	GrossReceiptsAmt
Retained By Contractor	$42,000	RetainedByContractorAmt
Net To Organization	-$42,000	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Retained By Contractors	$42,000	TotalRetainedByContractorsAmt
Total Net To Organization	-$42,000	TotalNetToOrganizationAmt
Licensed States	CO	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	CA	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	FORE Golf Tournament	Event1Nm
Gross Receipts Event1	$28,970	GrossReceiptsEvent1Amt
Charitable Contri Event1	$10,000	CharitableContriEvent1Amt
Gross Revenue Event1	$18,970	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$455	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$11,560	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$208	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$9,927	OtherDirectExpensesEvent1Amt
Gross Receipts Total	$28,970	GrossReceiptsTotalAmt
Charitable Contributions Tot	$10,000	CharitableContributionsTotAmt
Gross Revenue Total Events	$18,970	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$455	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$11,560	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$208	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$9,927	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$22,150	DirectExpenseSummaryEventsAmt
Net Income Summary	-$3,180	NetIncomeSummaryAmt

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	2492	$48,938,466
OTHER STUDENT AWARDS AND PRIZES	161	$366,022
Faculty Grants, Awards, and Prizes	128	$312,387

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 Business 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 Business Office of expenditures for each term during the academic year. At year-end, the Financial Aid Office and Business Office reconcile accounts for all funds. The Development Office provides annual reports to the donors regarding the use of donor-contributed scholarship funds (endowed or annually funded). Procedures for monitoring research grants - There are several different departments that offer research grants at Willamette. Each department has different monitoring procedures for the use of grant funds. However, the monitoring procedures typically involve the following: a written and/or verbal report on the research project must be submitted during and/or at the conclusion of the project; receipts must be submitted for reimbursement of project expenditures. Final payment of grant funds is often contingent on the aforementioned items. The Department that awards the grants handles the related monitoring of those grant funds. Procedures for monitoring other awards and prizes - Award/prize recipients are determined by criteria established by the respective departments. Departments work with the Accounting Office to make sure that the award funds are disbursed to the correct student or faculty member.	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 (11 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Stephen E Thorsett
President	$398,720	$0	$189,885	$0	$6,554	$0	$82,164	$0	$107,934	$0	$785,257	$0	$189,885	$0
Monica Rimai
SVP Finance/Admin, Treasurer	$335,861	$0	$0	$0	$1,435	$0	$29,181	$0	$9,865	$0	$376,342	$0	$0	$0
James R Bauer
VP for Campus Planning & External Af	$160,696	$0	$0	$0	$7,297	$0	$17,222	$0	$72,652	$0	$257,867	$0	$0	$0
Michael G Beseda
VP of Enrollment -10/7/16	$195,102	$0	$0	$0	$1,548	$0	$18,815	$0	$5,845	$0	$221,310	$0	$0	$0
Curtis Bridgeman
Dean, College of Law	$250,538	$0	$0	$0	$792	$0	$25,500	$0	$25,736	$0	$302,566	$0	$0	$0
Marlene Moore
Dean, College of Liberal Arts-7/1/16	$215,870	$0	$0	$0	$2,796	$0	$10,884	$0	$3,545	$0	$233,095	$0	$0	$0
David A Douglass
Professor-5/31/17	$217,683	$0	$0	$0	$844	$0	$21,805	$0	$55,802	$0	$296,134	$0	$0	$0
John Launchbury
Professor of Computer Science	$239,601	$0	$0	$0	$1,242	$0	$25,000	$0	$25,278	$0	$291,121	$0	$0	$0
Shelby Radcliffe
VP for Advancement	$249,912	$0	$0	$0	$5,936	$0	$23,135	$0	$9,522	$0	$288,505	$0	$0	$0
Debra Ringold
Dean, Atkinson Grad School of Mgmt	$229,142	$0	$0	$0	$11,843	$0	$23,037	$0	$12,407	$0	$276,429	$0	$0	$0
Symeon Symeonides
Parks Distinguished Professor of Law	$267,348	$0	$0	$0	$6,964	$0	$25,500	$0	$18,719	$0	$318,531	$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 TWO DIFFERENT OCCASIONS DURING THE 2016-2017 FISCAL YEAR. CLUB MEMBERSHIPS WERE PROVIDED TO THE UNIVERSITY PRESIDENT AND THE DEAN OF THE GRADUATE SCHOOL OF MANAGEMENT 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 the base salary amount for each of the five years following July 1, 2011, payable upon completion of five full years of employment as President. That bonus was paid during this fiscal year, and a new agreement was signed renewing this benefit for another five years ending June 30, 2022.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 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	68608JFN6	2007-06-14	$32,409,522	SEE SCHEDULE K, PART VI	0	0	0
STATE OF OREGON - OREGON FACILITIES AUTHORITY
B	936001787	68608JMC2	2010-05-06	$28,540,002	SEE SCHEDULE K, PART VI	0	0	0
STATE OF OREGON - OREGON FACILITIES AUTHORITY
C	936001787	68608JSD4	2014-07-30	$12,500,000	SEE SCHEDULE K, PART VI	0	0	0
STATE OF OREGON - OREGON FACILITIES AUTHORITY
D	936001787		2016-07-14	$22,140,000	SeE SCHEDULE K, PART VI	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Refunding EscrowRefundingEscrowAmt
A	$2,615,000	$21,550,000	$32,409,522	$426,220	$15,800,000	$16,183,302	2009	Yes (1)	Yes (1)	Yes (1)
B	$2,875,000	$9,100,000	$28,540,002	$438,227	$10,405,304	$17,696,471	2012	Yes (1)	Yes (1)	Yes (1)
C	$12,500,000		$12,500,000	$245,000		$12,255,000		Yes (1)	Yes (1)	Yes (1)
D			$1,151,264	$232,892		$22,154,698		Yes (1)	Yes (1)	Yes (1)	$21,236,326

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 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)
C	0	0	0	0	0	0	Yes (1)
D	0	0	0	0	0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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	Term Of GICTermOfGICPct	Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
GE CAPITAL
A	0	0	0	Yes (1)	0	0	Yes (1)	2.500000000000	Yes (1)	0	Yes (1)
(no name)
B	0	0	0	Yes (1)	0	0	0			0	Yes (1)
(no name)
C	0	0	0	Yes (1)	Yes (1)	0	0			0	Yes (1)
(no name)
D	0	0	Yes (1)	0	0	0	0			0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Date Rebate Computation Performed

Issuer Name: STATE OF OREGON - OREGON FACILITIES AUTHORITY Date the Rebate Computation was Performed: 05/17/2017 Issuer Name: STATE OF OREGON - OREGON FACILITIES AUTHORITY Date the Rebate Computation was Performed: 04/01/2015 Issuer Name: STATE OF OREGON - OREGON FACILITIES AUTHORITY Date the Rebate Computation was Performed: 01/27/2017

Schedule K, Part I, Bond Issues:

(A) Issuer Name: State of Oregon - Oregon Facilities Authority 6/14/07 (F) Description of Purpose: THE PROCEEDS OF THE SERIES 2007 BONDS WERE USED TO REPAY THE OUTSTANDING LINE OF CREDIT, TO FINANCE THE CONSTRUCTION OF FIVE MAJOR PROJECTS, AND TO ADVANCE REFUND $8,400,000 OF THE SERIES 2004 BONDS, WHICH WERE ISSUED ON JUNE 30, 2004. (A) Issuer Name: State of Oregon - Oregon Facilities Authority 5/6/10 (F) Description of Purpose: THE PROCEEDS OF THE SERIES 2010 BONDS WERE USED TO REPAY THE OUTSTANDING LINE OF CREDIT, TO ADVANCE REFUND THE REMAINING BALANCES OF THE SERIES 2004 (ISSUED JUNE 30, 2004) AND SERIES 2005 (ISSUED AUGUST 18, 2005) BONDS, TO PROVIDE FUNDING FOR SEVERAL CAPITAL PROJECTS, AND TO ASSIST WITH OTHER FACILITY UPGRADES AND IMPROVEMENTS. (A) Issuer Name: State of Oregon - Oregon Facilities Authority 7/30/14 (F) Description of Purpose: THE PROCEEDS OF THE SERIES 2014 BOND WERE USED TO REFUND THE 2010 SERIES A AND B BONDS WITH PAYMENTS DUE OCTOBER 1, 2014. (A) Issuer Name: State of Oregon - Oregon Facilities Authority 7/14/16 (F) Description of Purpose: The proceeds of the 2016 Series A bonds were used to refund the majority of the 2007 Series A bonds. (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 $10,000,000 in residence hall upgrades.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	STATE OF OREGON - OREGON FACILITIES AUTHORITY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	936001787	BondIssuerEIN
CUSIP	68608JTZ4	CUSIPNum
Bond Issued	2016-07-14	BondIssuedDt
Issue Price	$22,815,181	IssuePriceAmt
Purpose	sEE SCHEDULE K, PART VI	PurposeDesc
Defeased	0	DefeasedInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Pool Financing	0	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Total Proceeds	$22,518,181	TotalProceedsAmt
In Reserve Fund	$5,373,827	InReserveFundAmt
Issuance Costs From Proceeds	$315,181	IssuanceCostsFromProceedsAmt
Capital Expenditures	$4,626,173	CapitalExpendituresAmt
Other Spent Proceeds	$12,500,000	OtherSpentProceedsAmt
Current Refunding	0	CurrentRefundingInd
Advance Refunding	Yes (1)	AdvanceRefundingInd
Final Allocation Made	Yes (1)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (1)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	0	OwningBondFinancedPropertyInd
Any Lease Arrangements	0	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	0	MgmtContractBondFincdPropInd
Any Research Agreements	0	AnyResearchAgreementsInd
Bond Iss Meet Prvt Sec Pymt Test	0	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	0	ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd	Yes (1)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	0	Form8038TFiledInd
Rebate Not Due Yet	0	RebateNotDueYetInd
Exception To Rebate	Yes (1)	ExceptionToRebateInd
No Rebate Due	0	NoRebateDueInd
Variable Rate Issue	0	VariableRateIssueInd
Hedge Identified In Bks And Rec	0	HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC	0	GrossProceedsInvestedInGICInd
Gross Proceeds Invested	0	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (1)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (1)	ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Field	Value	IRS element (for citing)
Cash Grant	$37,500	CashGrantAmt
Type Of Assistance	SCHOLARSHIP	TypeOfAssistanceTxt
Assistance Purpose	TO ASSIST WITH FUNDING WILLAMETTE UNDERGRADUATE EDUCATION	AssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
Rachel Dewey Thorsett
See Part V	$41,209	Employment	0
Jacqueline L Balzer
See Part V	$122,738	employment	0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCH L, Part IV, Business Transactions Involving Interested Persons:	(A) NAME OF PERSON: RACHEL DEWEY THORSETT(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:SPOUSE OF OFFICER STEPHEN THORSETT
SCH L, Part IV, Business Transactions Involving Interested Persons:	(A) name of Person: Jacqueline L Balzer(B) Relationship Between Interested Person and Organization:Spouse of Officer Monica Rimai

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	23	ContributionCnt
Noncash Contributions Rpt F990	$175,324	NoncashContributionsRptF990Amt
Method Of Determining Revenues	opinion of experts	MethodOfDeterminingRevenuesTxt

Art Historical Treasures ArtHistoricalTreasuresGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	6	ContributionCnt
Noncash Contributions Rpt F990	$38,962	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Opinion of Experts	MethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$144,500	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	25	ContributionCnt
Noncash Contributions Rpt F990	$372,692	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Reported market value	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	Trust interests	4	$195,455	Opinion of Experts
Yes (X)	Scientific Instruments	1	$10,000	Opinion of Experts

Field	Value	IRS element (for citing)
Form8283 Received	3	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 (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part I, Column (b):	REPRESENTS THE NUMBER OF DONORS WHO MADE CONTRIBUTIONS FOR THE APPLICABLE CATEGORIES.
Part I, Line 33:	$16,165 was not included in revenue because non-art in-kind donations under $5,000 are not recorded in general ledger per policy.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section A, line 2	RODERICK WENDT, TRUSTEE, AND STEVEN WYNNE, TRUSTEE: BUSINESS RELATIONSHIP.
Form 990, Part VI, Section B, line 11b	The draft form 990 and all its accompanying schedules are reviewed by the controller, the Vice President for Finance and Treasurer, and the Audit Committee chair. The draft form 990 (except for Schedule B) is then reviewed by the audit committee and modified (if necessary) before being made available to the Board of Trustees for their review. After the form has been reviewed by all noted parties, it is finalized and submitted to the IRS.
Form 990, Part VI, Section B, line 12c	The conflict of interest policy is distributed and reviewed annually to those whom it applies: officers, members of the Board of Trustees and key employees. All trustees, officers and key employees must complete, sign and return the policy to the President or the Senior Vice President for Finance and Administration. 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 15a	An ad hoc committee of members of the Board of Trustees established the compensation for the President of the University. The committee consisted of three members who did not have a conflict of interest per IRS regulations section 53.4958-6(c)(1)(iii). In order to establish an appropriate level of compensation, the committee gathered data from similar sized private liberal arts colleges located in the northwestern United States. The data from the schools was obtained directly from each institution. In addition, a nationwide review of compensation as reported on the 990's of other similar sized private liberal arts universities was performed. Once the amount was decided upon, the information was passed on to the Executive Committee. The Executive Committee subsequently approved the compensation package. The last time this process was undertaken by the University was in August of 2014.
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 XI, line 9:	CHANGE IN VALUE OF ANNUITIES AND TRUSTS 536,847. Unrelated business income from alternative investments 120,604. NONCASH EMPLOYEE BENEFITS NOT RECORDED ON FINANCIAL STATEMENTS 109,339.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Willamette Angel Fund LLC
900 State Street	Salem	OR	97301	271638088	Investment	OR	-$7,327	$478,661	Willamette University
Willamette Angel Fund Conference 2010 LLC
900 State Street	salem	OR	97301	273724001	Investment	OR	$0	$10,400	Willamette Angel Fund LLC
Willamette Angel Fund Conference 2011 LLC
900 State Street	salem	OR	97301	453417723	investment	OR	$0	$21,075	Willamette Angel Fund LLC
Willamette Angel Fund AthletePath LLC
900 State Street	salem	OR	97301	371816514	investment	OR	$0	$32,500	Willamette Angel Fund LLC

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 Street 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	$5,300,896	ShareOfTotalIncomeAmt
Share Of EOY Assets	$243,866,021	ShareOfEOYAssetsAmt
Disproportionate Allocations	0	DisproportionateAllocationsInd
General Or Managing Partner	0	GeneralOrManagingPartnerInd
Ownership	0.99980	OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER TRUSTS (34)
BENEFICIAL INTEREST	OR	N/A	0
ESTATE TRUST (1)
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	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
WUE Investments Holdings LP
S	$6,000,000	fair market value
WUE Investments Holdings LP
B	$12,747,694	fair market value