SAINT MARTINS UNIVERSITY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SAINT MARTINS UNIVERSITY (EIN 91-0564993)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-11
- IRS object ID
- 201741319349305114
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T16:10:31-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 22650 | AddressLine1Txt |
| City | YAKIMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 989072650 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910564993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT MARTIN'S UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAIN | BusinessNameControlTxt |
| Phone | 3604384534 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 ABBEY WAY SE | AddressLine1Txt |
| City | LACEY | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD J BARTON | PersonNm |
| Person Title | VICE PRESIDENT OF FINANCE | PersonTitleTxt |
| Phone | 3604384534 | PhoneNum |
| Signature | 2017-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HANNA KORESKI | PreparerPersonNm |
| PTIN | P01362850 | PTIN |
| Phone | 5092487750 | PhoneNum |
| Preparation | 2017-05-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROY HEYNDERICKX | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 ABBEY WAY SE | AddressLine1Txt |
| City | LACEY | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $50,904,261 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STMARTIN.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1895 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | SAINT MARTIN'S UNIVERSITY IS A CATHOLIC BENEDICTINE INSTITUTE OF HIGHER EDUCATION THAT EMPOWERS STUDENTS TO PURSUE A LIFETIME OF LEARNING AND ACCOMPLISHMENT IN ALL ARENAS OF HUMAN ENDEAVOR. | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 1095 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $243,807 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$33,865 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,303,192 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,488,963 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $48,142,413 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $47,404,735 | CYProgramServiceRevenueAmt |
| PY Investment Income | $727,753 | PYInvestmentIncomeAmt |
| CY Investment Income | $27,409 | CYInvestmentIncomeAmt |
| PY Other Revenue | $389,793 | PYOtherRevenueAmt |
| CY Other Revenue | $527,644 | CYOtherRevenueAmt |
| PY Total Revenue | $52,563,151 | PYTotalRevenueAmt |
| CY Total Revenue | $50,448,751 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $17,120,730 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,050,399 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,018,826 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,280,926 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $115,844 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,994,305 | PYOtherExpensesAmt |
| CY Other Expenses | $15,223,639 | CYOtherExpensesAmt |
| PY Total Expenses | $52,133,861 | PYTotalExpensesAmt |
| CY Total Expenses | $51,554,964 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $429,290 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,106,213 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $83,996,060 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,095,459 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $44,013,053 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,013,866 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $39,983,007 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $37,081,593 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SAINT MARTIN'S STUDENTS LEARN TO MAKE A POSITIVE DIFFERENCE IN THEIR LIVES AND IN THE LIVES OF OTHERS THROUGH THE INTERACTION OF FAITH, REASON AND SERVICE. THE UNIVERSITY HONORS BOTH THE SACREDNESS OF THE INDIVIDUAL AND THE SIGNIFICANCE OF COMMUNITY IN THE ONGOING JOURNEY OF BECOMING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,436,317 | ExpenseAmt |
| Revenue | $42,296,759 | RevenueAmt |
| Desc | HIGHER EDUCATION: INSTRUCTIONAL PROGRAMS AND RELATED SERVICES FOR ON-CAMPUS AND EXTENSION STUDENTS LEADING TO UNDERGRADUCATE AND GRADUATE DEGREES. SAINT MARTIN'S SERVES APPROXIMATELY 1,395 STUDENTS AT OUR MAIN CAMPUS IN LACEY, WA AND 386 STUDENTS AT OUR MILITARY EXTENSIONS. SAINT MARTIN'S OFFERS DEGREES IN ENGINEERING, BUSINESS, EDUCATION AND THE LIBERAL ARTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,050,399 | ExpenseAmt |
| Grant | $17,050,399 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | HIGHER EDUCATION: STUDENT FINANCIAL AID. SAINT MARTIN'S PROVIDES TUITION ASSISTANCE TO MORE THAN 95% OF ITS UNDERGRADUATE STUDENT BODY IN THE FORM OF, SCHOLARSHIPS, GRANTS AND LOANS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,163,233 | ExpenseAmt |
| Revenue | $4,859,358 | RevenueAmt |
| Desc | HIGHER EDUCATION: AUXILIARY SERVICES INCLUDING FOOD SERVICE, BOOKSTORE AND STUDENT HOUSING. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,469,797 | ExpenseAmt |
| Desc | HIGHER EDUCATION: STUDENT SERVICES FOR ON-CAMPUS AND EXTENSION STUDENTS LEADING TO UNDERGRADUATE AND GRADUATE DEGREES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $10,469,797 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $43,119,746 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 99 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1095 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 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 | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD J BARTON | PersonNm |
| Phone | 3604384534 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 ABBEY WAY SE | AddressLine1Txt |
| City | LACEY | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98503 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ROY F HEYNDERICKX | |||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $263,565 | $0 | $83,698 | |
| JOE WILLIAMS | |||||||
| BOARD CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD PANOWICZ | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BR BONIFACE V LAZZARI OSB | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FR BEDE CLASSICK OSB | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ABBOT NEAL G ROTH OSB | |||||||
| CHANCELLOR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOE ALONGI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN ANDERSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ARMANDINO BATALI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY BEECHER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN CARR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN CHARNESKI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MEDRICE CULLUCIO | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SR JOYCE COX BVM | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WAITE DALRYMPLE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BR LUKE DEVINE OSB | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LORI DRUMMOND | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL DUGAW | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GERRY GALLAGHER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP HALL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE LEAHY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY LOMBARDO | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FR KILIAN MALVEY OSB | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MATT MARCUS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FR JUSTIN MCCREEDY OSB | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRY MONAGHAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BR BEDE NICOL OSB | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN C O GRADY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN O'HALLORAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATIE OPITZ | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE PARKER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK RANTS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD A RONEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FR STEPHEN ROWAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY C RUDD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| COURT STANLEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA WORTH | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MOLLY SMITH | |||||||
| PROVOST | 40.00 | Yes (X) | $190,177 | $0 | $30,893 | ||
| SUSAN HELTSLEY | |||||||
| FORMER VP OF FINANCE UNTIL 2/1/16 | 40.00 | Yes (X) | $119,126 | $0 | $18,602 | ||
| EDWARD BARTON | |||||||
| VP OF FINANCE SINCE 4/15/16 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| MELANIE RICHARDSON | |||||||
| DEAN OF STUDENTS | 40.00 | $105,436 | $0 | $22,377 | Yes (X) | ||
| JOACHIM BEER | |||||||
| DEAN OF BUSINESS | 40.00 | $142,950 | $0 | $20,355 | Yes (X) | ||
| CECELIA LOVELESS | |||||||
| VICE PRESIDENT FOR INST ADV | 40.00 | $116,560 | $0 | $20,573 | Yes (X) | ||
| JOSEPHINE YUNG | |||||||
| VICE PRESIDENT OF INT'L PROGRAMS | 40.00 | $106,355 | $0 | $16,791 | Yes (X) | ||
| GENEVIEVE CHAN | |||||||
| VP MARKETING & COMMUNICATIONS | 40.00 | $104,720 | $0 | $29,762 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,148,889 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $243,051 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | 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 |
|---|---|---|---|---|---|
| BON APPETIT | |||||
| PO BOX 417632 | BOSTON | MA | 022417632 | FOOD SERVICES | $2,348,253 |
| ROYALL & COMPANY | |||||
| 1920 EAST PARHAM ROAD | RICHMOND | VA | 232282206 | MARKETING SERVICES | $400,775 |
| ORBIS CASCADE | |||||
| 2288 OAKMONT WAY | EUGENE | OR | 97401 | LIBRARY PRODUCTS | $183,863 |
| MILLER-NASH ATTORNEYS AT LAW | |||||
| PO BOX 3585 | PORTLAND | OR | 972083585 | ATTORNEY SERVICES | $176,406 |
| BAKER UNDERGROUND | |||||
| 3403 STEAMBOAT ISLAND ROAD | OLYMPIA | WA | 985024876 | CONSTRUCTION SERVICES | $167,923 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $463,521 | FundraisingAmt |
| Related Organizations | $731,965 | RelatedOrganizationsAmt |
| Government Grants | $58,180 | GovernmentGrantsAmt |
| All Other Contributions | $1,235,297 | AllOtherContributionsAmt |
| Noncash Contributions | $117,282 | NoncashContributionsAmt |
| Total Contributions | $2,488,963 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| TUITION AND FEES | 611310 | $42,296,759 | $42,296,759 | ||
| AUXILLIARY ENTERPRISES | 611310 | $4,632,445 | $4,392,597 | $235,037 | $4,811 |
| MISC CAMPUS REVENUE | 611310 | $475,531 | $466,761 | $8,770 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $47,404,735 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,916 | TotalRevenueColumnAmt |
| Exclusion | $27,916 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $186,900 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $186,900 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $186,900 | TotalRevenueColumnAmt |
| Exclusion | $186,900 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $64,831 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $65,338 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$507 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$507 | TotalRevenueColumnAmt |
| Exclusion | -$507 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $730,916 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $463,521 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $390,172 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $340,744 | TotalRevenueColumnAmt |
| Exclusion | $340,744 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,448,751 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $47,156,117 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $243,807 | UnrelatedBusinessRevenueAmt |
| Exclusion | $559,864 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,050,399 | TotalAmt |
| Program Services | $17,050,399 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $832,378 | TotalAmt |
| Management And General | $832,378 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,619,050 | TotalAmt |
| Program Services | $12,075,035 | ProgramServicesAmt |
| Management And General | $2,471,417 | ManagementAndGeneralAmt |
| Fundraising | $72,598 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,169,524 | TotalAmt |
| Program Services | $966,003 | ProgramServicesAmt |
| Management And General | $197,713 | ManagementAndGeneralAmt |
| Fundraising | $5,808 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,419,577 | TotalAmt |
| Program Services | $1,176,045 | ProgramServicesAmt |
| Management And General | $241,072 | ManagementAndGeneralAmt |
| Fundraising | $2,460 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,240,397 | TotalAmt |
| Program Services | $1,043,072 | ProgramServicesAmt |
| Management And General | $192,959 | ManagementAndGeneralAmt |
| Fundraising | $4,366 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,060 | TotalAmt |
| Management And General | $400,060 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,212 | TotalAmt |
| Management And General | $112,212 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,114 | TotalAmt |
| Management And General | $3,114 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,511 | TotalAmt |
| Management And General | $96,511 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,670,631 | TotalAmt |
| Program Services | $1,157,484 | ProgramServicesAmt |
| Management And General | $508,412 | ManagementAndGeneralAmt |
| Fundraising | $4,735 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,428 | TotalAmt |
| Program Services | $60,780 | ProgramServicesAmt |
| Management And General | $71,931 | ManagementAndGeneralAmt |
| Fundraising | $3,717 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $699,917 | TotalAmt |
| Program Services | $519,402 | ProgramServicesAmt |
| Management And General | $159,810 | ManagementAndGeneralAmt |
| Fundraising | $20,705 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,145 | TotalAmt |
| Program Services | $191,627 | ProgramServicesAmt |
| Management And General | $175,518 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $959,696 | TotalAmt |
| Program Services | $822,353 | ProgramServicesAmt |
| Management And General | $137,343 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,505,697 | TotalAmt |
| Program Services | $1,255,288 | ProgramServicesAmt |
| Management And General | $250,409 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,908,072 | TotalAmt |
| Management And General | $1,908,072 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,745,056 | TotalAmt |
| Program Services | $2,733,562 | ProgramServicesAmt |
| Management And General | $11,494 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,605 | TotalAmt |
| Program Services | $52,494 | ProgramServicesAmt |
| Management And General | $172,111 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICE | $2,130,691 | $2,116,398 | $13,397 | $896 |
| EQUIPMENT | $565,777 | $487,535 | $77,693 | $549 |
| DUES AND SUBSCRIPTION | $531,172 | $361,849 | $169,323 | |
| REPAIRS AND MAINTENANCE | $301,153 | $258,686 | $42,457 | $10 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $865,702 | TotalAmt |
| Program Services | $791,734 | ProgramServicesAmt |
| Management And General | $73,968 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,554,964 | TotalAmt |
| Program Services | $43,119,746 | ProgramServicesAmt |
| Management And General | $8,319,374 | ManagementAndGeneralAmt |
| Fundraising | $115,844 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,409,552 | BOYAmt |
| EOY | $1,831,668 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,971,593 | BOYAmt |
| EOY | $1,939,701 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,922 | BOYAmt |
| EOY | $100,649 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,289,396 | BOYAmt |
| EOY | $2,108,202 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,125 | BOYAmt |
| EOY | $286,870 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $93,259,372 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $37,661,284 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,503,556 | BOYAmt |
| EOY | $55,598,088 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,304,304 | BOYAmt |
| EOY | $14,523,922 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,827,407 | BOYAmt |
| EOY | $3,271,549 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $947,583 | BOYAmt |
| EOY | $892,207 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,371,622 | BOYAmt |
| EOY | $542,603 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,996,060 | BOYAmt |
| EOY | $81,095,459 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,451,335 | BOYAmt |
| EOY | $2,572,992 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,349,769 | BOYAmt |
| EOY | $905,984 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,543,693 | BOYAmt |
| EOY | $27,760,187 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $516,328 | BOYAmt |
| EOY | $476,882 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,151,928 | BOYAmt |
| EOY | $12,297,821 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,013,053 | BOYAmt |
| EOY | $44,013,866 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,371,844 | BOYAmt |
| EOY | $21,439,062 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,953,676 | BOYAmt |
| EOY | $3,757,078 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,657,487 | BOYAmt |
| EOY | $11,885,453 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,983,007 | BOYAmt |
| EOY | $37,081,593 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,996,060 | BOYAmt |
| EOY | $81,095,459 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,106,213 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$605,545 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,189,656 | 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 |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $3,114 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $3,114 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY PAYS DUES OF $77,088.00 TO THE INDEPENDENT COLLEGES OF WASHINGTON, WHO CONDUCTS LOBBYING ACTIVITIES ON BEHALF OF THE UNIVERSITY. 4% OF THE DUES ARE DEVOTED TO LOBBYING. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,317,429 | BeginningYearBalanceAmt |
| Contributions | $1,245,998 | ContributionsAmt |
| Investment Earnings Or Losses | -$361,696 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $642,769 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $66,640 | AdministrativeExpensesAmt |
| End Year Balance | $17,492,322 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,837,641 | BeginningYearBalanceAmt |
| Contributions | $686,568 | ContributionsAmt |
| Investment Earnings Or Losses | $574,949 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $716,985 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $64,744 | AdministrativeExpensesAmt |
| End Year Balance | $17,317,429 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,119,759 | BeginningYearBalanceAmt |
| Contributions | $420,810 | ContributionsAmt |
| Investment Earnings Or Losses | $1,990,601 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $619,402 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $74,127 | AdministrativeExpensesAmt |
| End Year Balance | $16,837,641 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,673,850 | BeginningYearBalanceAmt |
| Contributions | $1,655,216 | ContributionsAmt |
| Investment Earnings Or Losses | $1,538,280 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $692,332 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $55,255 | AdministrativeExpensesAmt |
| End Year Balance | $15,119,759 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,591,418 | BeginningYearBalanceAmt |
| Contributions | $134,481 | ContributionsAmt |
| Investment Earnings Or Losses | $394,438 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $393,793 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $52,694 | AdministrativeExpensesAmt |
| End Year Balance | $12,673,850 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.20040 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.67950 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12010 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $76,657,235 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,566,573 | DepreciationAmt |
| Book Value | $51,090,662 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,869,043 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,883,974 | DepreciationAmt |
| Book Value | $1,985,069 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,733,094 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,210,737 | DepreciationAmt |
| Book Value | $2,522,357 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $55,598,088 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| GOVERNMENT GRANTS REFUNDABLE | $972,178 |
| ANNUITIES PAYABLE | $1,787,047 |
| INTERESET RATE SWAP | $9,538,596 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,297,821 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $32,143,112 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$605,545 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $149,789 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$18,240,055 | OtherRevenueAmt |
| Revenue Not Reported | -$18,695,811 | RevenueNotReportedAmt |
| Revenue Subtotal | $50,838,923 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$390,172 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$390,172 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $50,448,751 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $35,044,526 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $149,789 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $390,172 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $539,961 | ExpensesNotReportedAmt |
| Expenses Subtotal | $34,504,565 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $17,050,399 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $17,050,399 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $51,554,964 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 110 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. |
| PART X, LINE 2: | NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE FINANCIAL STATEMENTS SINCE THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). ADDITIONALLY, THE UNIVERSITY HAS DONE AN ASSESSMENT OF ANY UNCERTAIN TAX POSITIONS AS REQUIRED UNDER FASB ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (ASC 740), AND HAS DETERMINED IT CURRENTLY HAS NO UNCERTAIN TAX BENEFITS TO RECORD AS A LIABILITY AT JUNE 30, 2016 AND 2015. IN ADDITION, THE UNIVERSITY HAS NO MATERIAL UNRELATED BUSINESS INCOME SUBJECT TO TAX AT JUNE 30, 2016 AND 2015. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DISPLAY OF SCHOLARSHIPS -17,050,399. UNREALIZED GAIN ON INTEREST RATE SWAP -1,189,656. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE -390,172. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE 390,172. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DISPLAY OF SCHOLARSHIPS 17,050,399. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE ORGANIZATION PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH AN ADVERTISEMENT PLACED IN THE NEWSPAPER. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES FUNDS FROM THE DEPARTMENT OF EDUCATION TO BE GIVEN OUT IN THE FORM OF GRANTS AND LOANS TO STUDENTS. THE UNIVERSITY ALSO PERIODICALLY RECEIVES FUNDS FROM FEDERAL AGENCIES FOR RESEARCH OR EQUIPMENT GRANTS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $1,159,879 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $451,821 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $708,058 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $57,753 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $309,584 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $34,558 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $11,700 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $22,858 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $7,255 | NonCashPrizesEvent2Amt |
| Food And Beverage Event2 | $1,397 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $14,183 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $1,194,437 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $463,521 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $730,916 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $7,255 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $59,150 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $323,767 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $390,172 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $340,744 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TUITION ASSISTANCE | GrantTypeTxt |
| Recipient | 900 | RecipientCnt |
| Cash Grant | $17,050,399 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANTS REPRESENT INTERNAL TRANSFER OF FUNDS FROM ENDOWMENTS OR OTHER ACCOUNTS TO A REVENUE ACCOUNT FOR TUITION PAYMENTS. NO FUNDS ARE DISTRIBUTED DIRECTLY TO INDIVIDUALS. MERIT SCHOLARSHIPS AND SMU GRANT LEVELS ARE BASED ON THE STUDENT'S ENTERING GPA AND NEED. FOR INCOMING FRESHMAN, TEST SCORES ARE ALSO A FACTOR. PROVIDED THAT EACH STUDENT MAINTAINS THE REQUIRED GPA, DOES NOT EXCEED THE MAXIMUM TIMEFRAME FOR INSTITUTIONAL AID AND SUBMITS EITHER A FAFSA OR FAFSA WAIVER BY THE MARCH 1ST DEADLINE, THE STUDENT WILL BE ELIGIBLE FOR HIS/ HER MERIT SCHOLARSHIP OR SMU GRANT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | 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 | 0 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROY F HEYNDERICKX | ||||||||||||||
| PRESIDENT | $263,565 | $0 | $0 | $0 | $0 | $0 | $59,952 | $0 | $23,746 | $0 | $347,263 | $0 | $0 | $0 |
| MOLLY SMITH | ||||||||||||||
| PROVOST | $190,177 | $0 | $0 | $0 | $0 | $0 | $15,200 | $0 | $15,693 | $0 | $221,070 | $0 | $0 | $0 |
| JOACHIM BEER | ||||||||||||||
| DEAN OF BUSINESS | $142,950 | $0 | $0 | $0 | $0 | $0 | $11,226 | $0 | $9,129 | $0 | $163,305 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4 | A CLAUSE IN THE UNIVERSITY PRESIDENT'S CONTRACT ENTITLES HIM TO ONE YEAR'S COMPENSATION AT THE COMPLETION OF A 5-YEAR TERM, STARTING IN 2011. IN MAY 2016, AT THE REQUEST OF THE UNIVERSITY PRESIDENT, THE BOARD OF TRUSTEES TERMINATED THE DEFERRED COMPENSATION AGREEMENT AND THE UNIVERSITY PRESIDENT ELECTED TO FORGO RECEIPT OR PAYMENT OF THE DEFERRED COMPENSATION ACCRUED UNDER THE 2011 CONTRACT. AS OF JUNE 30,2016, THE ACCRUED VALUE OF THE PRESIDENT'S DEFERRED COMPENSATION WAS $0. |
| SCHEDULE J, PART 1, LINE 1A | THE BOARD SHALL PAY OR REIMBURSE THE PRESIDENT AND PRESIDENT'S SPOUSE FOR REASONABLE ENTERTAINMENT EXPENSES, TRAVEL EXPENSES, HOTEL BILLS, AND OTHER NECESSARY EXPENSES TO FURTHER THE INTERESTS OF THE UNIVERSITY. AMOUNTS THAT ARE PERSONAL ARE INCLUDED IN TAXABLE WAGES. THE BOARD PROVIDES A TAXABLE HOUSING ALLOWANCE OF $30,000 PER YEAR AND A TAXABLE AUTOMOBILE ALLOWANCE OF $12,000 PER YEAR. THE BOARD WILL PROVIDE THE PRESIDENT, AT UNIVERSITY EXPENSE, WITH MEMBERSHIP IN BUSINESS CLUBS, SERVICE ORGANIZATIONS AND PROFESSIONAL ORGANIZATIONS THAT WOULD FURTHER THE INTERESTS OF THE UNIVERSITY. ANY PERSONAL USE OF THE MEMBERSHIP DUES ARE INCLUDED IN TAXABLE WAGES. |
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 | WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 911306482 | BondIssuerEIN |
| Bond Issued | 2014-04-24 | BondIssuedDt |
| Issue Price | $33,535,000 | IssuePriceAmt |
| Purpose | CONSTRUCTION OF SCIENCE BUILDING AND INDUSTRIAL LAB & REFINANCING 2007 BOND | 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 |
| Retired | $1,545,000 | RetiredAmt |
| Total Proceeds | $33,535,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $271,857 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $29,263,143 | OtherSpentProceedsAmt |
| Unspent | $4,000,000 | UnspentAmt |
| Substantial Completion | 2014 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | 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 |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| 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 | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 18.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| 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 (2 entries)
| Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|
| $6,000 | SCHOLARSHIP | SCHOLARSHIP |
| $17,178 | SCHOLARSHIP | SCHOLARSHIP |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $64,983 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | GALA AUCTION | Desc |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $52,299 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | PER THE SAINT MARTIN'S UNIVERSITY BYLAWS, A CAPITULAR OF THE RELIGIOUS HOUSE, KNOWN AS THE MONASTIC COMMUNITY KNOWN AS SAINT MARTIN'S ABBEY, HAS THE RIGHT TO PARTICIPATE IN THE UNIVERSITY'S GOVERNANCE EVEN THOUGH THEY ARE NOT A MEMBER OF THE BOARD OF TRUSTEES. SOME OF THE DECISIONS A CAPITULAR VOTES ON ARE TO ESTABLISH THE PHILOSOPHY AND MISSION ACCORDING TO WHICH THE UNIVERSITY OPERATES; TO AMEND THE ARTICLES OF INCORPORATION OR BYLAWS; TO CONVEY AN INTEREST IN REAL PROPERTY, TO INCUR INDEBTEDNESS SECURED BY ANY REAL OR PERSONAL PROPERTY OWNED BY THE UNIVERSITY; AND TO APPOINT A CERTIAN NUMBER OF CAPITULARS TO THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE CHANCELLOR, THE SECRETARY, AND THE TREASURER, AS MEMBERS OF THE ABBEY, ARE DEEMED MEMBER-TRUSTEES. THE MEMBERS OF THE ABBEY MAY ELECT ADDITIONAL MEMBERS OF THE ABBEY TO SERVE AS MEMBER-TRUSTEES IN SUCH NUMBER AS THE MEMBERS DETERMINE. |
| FORM 990, PART VI, SECTION A, LINE 7B | DURING THE 2015 TAX YEAR, THE CAPITULARS ELECTED NEW MEMBERS TO THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE 990 IS PROVIDED, VIA A SECURE INTERNET PORTAL, TO THE ENTIRE BOARD FOR THEIR REVIEW PRIOR TO SUBMISSION OF THE RETURN. THE VICE PRESIDENT OF FINANCE REVIEWS THE RETURN IN A GROUP FORUM WITH ALL AVAILABLE MEMBERS. SCHEDULE B, SCHEDULE OF CONTRIBUTORS, IS NOT PROVIDED TO THE BOARD OF TRUSTEES, OR MADE PUBLIC. |
| FORM 990, PART VI, SECTION B, LINE 12C | ARTICLE XIV SECTION 1 OF THE UNIVERSITY BYLAWS REQUIRED EACH TRUSTEE TO PROVIDE A STATEMENT AT LEAST ANNUALLY, SETTING FORTH ALL BUSINESS AND OTHER AFFILIATIONS THAT RELATED IN ANY WAY TO THE BUSINESS OF THE UNIVERSITY. THE UNIVERSITY SHALL NOT KNOWINGLY ENTER INTO ANY CONTRACT OR OTHER TRANSACTION IF AN EMPLOYEE, OFFICER, TRUSTEE OR COMMITTEE MEMBER HAS A CONFLICT OF INTEREST CONCERNING A PROPOSED GRANT, CONTRACT OR TRANSACTION UNLESS CERTAIN CONDITIONS ARE MET. INDIVIDUALS WHO DISCLOSE A CONFLICT OF INTEREST MAY NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT ANY BOARD OR COMMITTEE MEETING THAT APPROVES OR AUTHORIZES A CONTRACT OR TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | SAINT MARTIN'S UNIVERSITY HAS A COMPENSATION COMMITTEE THAT MEETS QUARTERLY TO REVIEW COMPENSATION AND BENEFITS FOR THE PRESIDENT. THE BOARD HAS TO APPROVE THE PRESIDENT'S SALARY ON A SALARY SURVEY DONE BY THE ASSOCIATE VP FOR HUMAN RESOURCES. THE PRESIDENT'S SALARY IS REVIEWED YEARLY, AND WAS LAST REVIEWED WHEN HIS NEW CONTRACT WAS APPROVED IN FEBRUARY 2016. |
| FORM 990, PART VI, SECTION C, LINE 19 | SAINT MARTIN'S UNIVERSITY MAKES ITS FINANCIAL INFORMATION AVAILABLE TO THE PUBLIC BY POSTING THE AUDITED FINANCIAL STATEMENTS ON THE UNIVERSITY WEBSITE. OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | UNREALIZED GAIN ON INTEREST RATE SWAP -1,128,385. CHANGE IN VALUE OF SPLIT- INTEREST AGREEMENTS -61,271. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT MARIN'S ABBEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 ABBEY WAY SE | AddressLine1Txt |
| City | LACEY | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911010006 | EIN |
| Primary Activities | BENEDICTINE MONASTERY | PrimaryActivitiesTxt |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 1 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ABBEY CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (8) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 ABBEY WAY SE | AddressLine1Txt |
| City | LACEY | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHARITABLE TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |