WILLAMETTE UNIVERSITY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WILLAMETTE UNIVERSITY (EIN 93-0386972)
- Tax period
- 2014-06-01 to 2015-05-31
- Filed
- 2016-04-18
- IRS object ID
- 201611099349301166
- Schema version
- 2014v6.0
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-18T16:17:01-05:00 | ReturnTs |
| Tax Period End | 2015-05-31 | 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 | 2014-06-01 | 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 | MONICA RIMAI | PersonNm |
| Person Title | SENIOR VP FINANCE AND ADMIN | PersonTitleTxt |
| Phone | 5033706974 | PhoneNum |
| Signature | 2016-04-14 | 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 | 2016-04-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | 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 | $347,594,233 | 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 | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 2553 | TotalEmployeeCnt |
| Total Volunteers | 189 | TotalVolunteersCnt |
| Total Gross UBI | $244,166 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,554,742 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,713,675 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $123,218,215 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $127,281,427 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,909,710 | PYInvestmentIncomeAmt |
| CY Investment Income | $42,545,956 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,328,531 | PYOtherRevenueAmt |
| CY Other Revenue | $1,588,390 | CYOtherRevenueAmt |
| PY Total Revenue | $147,011,198 | PYTotalRevenueAmt |
| CY Total Revenue | $179,129,448 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $46,485,489 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $48,310,080 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $59,836,257 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $59,619,066 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,386,307 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $36,190,979 | PYOtherExpensesAmt |
| CY Other Expenses | $37,549,270 | CYOtherExpensesAmt |
| PY Total Expenses | $142,512,725 | PYTotalExpensesAmt |
| CY Total Expenses | $145,478,416 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,498,473 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $33,651,032 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $448,732,824 | TotalAssetsBOYAmt |
| Total Assets EOY | $458,860,701 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $100,417,767 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $101,221,250 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $348,315,057 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $357,639,451 | 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 | $124,072,206 | ExpenseAmt |
| Grant | $48,310,080 | GrantAmt |
| Revenue | $110,242,151 | RevenueAmt |
| Desc | HIGHER EDUCATION - INSTRUCTION AND SUPPORT: 1,995 IN THE COLLEGE OF LIBERAL ARTS, 330 IN THE COLLEGE OF LAW, 220 IN THE ATKINSON GRADUATE SCHOOL OF MANAGEMENT, AND 57 IN THE JOINT DEGREE JD/MBA (2,602 STUDENTS). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,645,116 | ExpenseAmt |
| Revenue | $17,039,276 | RevenueAmt |
| Desc | HIGHER EDUCATION - AUXILIARY FUNCTIONS: INCLUDES ROOM & BOARD (FOR 1,457 STUDENTS), BOOKSTORE AND SUMMER CONFERENCES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $137,717,322 | 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 | 0 | 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 | 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 | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | 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 | 3327 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2553 | 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 | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | 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 | 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 (48 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 | |||
| JULIE E BRANFORD | ||||||||
| 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 | |||
| WILLIAM R HADEN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MELVIN HENDERSON-RUBIO | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DALE M HERMANN | ||||||||
| 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 | |||
| MARY K HUGHES | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD J KNOX | ||||||||
| 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 | |||
| 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 RUSHING | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DALE C SAUSE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LYNNE A 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 SMULLIN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GUY C STEPHENSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KERRY R TYMCHUK | ||||||||
| 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) | ||
| DONALD G BROWN | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| SANDRA M ROWE | ||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| STEPHEN E THORSETT | ||||||||
| PRESIDENT | 40.00 | Yes (X) | $424,716 | $0 | $152,610 | Yes (X) | ||
| MONICA RIMAI | ||||||||
| SENIOR VP FINANCE AND ADMIN/TREAS | 40.00 | Yes (X) | $147,722 | $0 | $12,726 | Yes (X) | ||
| KRISTEN GRAINGER | ||||||||
| ADMIN SECRETARY/EXEC ASST TO PRES | 40.00 | $180,138 | $0 | $24,006 | Yes (X) | |||
| COLLEEN KAWAHARA | ||||||||
| ADMIN SECRETARY/DIR OFFICE OF PRES | 40.00 | $63,694 | $0 | $8,044 | Yes (X) | |||
| JAMES BAUER | ||||||||
| VP FOR PLANNING, FACILITIES & EXTERNAL AFFAIRS | 40.00 | $165,864 | $0 | $29,485 | Yes (X) | |||
| MICHAEL BESEDA | ||||||||
| VP OF ENROLLMENT AND UNIVERSITY COMMUNICATIONS | 40.00 | $217,106 | $0 | $22,462 | Yes (X) | |||
| CURTIS BRIDGEMAN | ||||||||
| DEAN, COLLEGE OF LAW | 40.00 | $244,091 | $0 | $33,153 | Yes (X) | |||
| DAVID DOUGLASS | ||||||||
| DEAN, CAMPUS LIFE | 40.00 | $182,290 | $0 | $24,945 | Yes (X) | |||
| MARLENE MOORE | ||||||||
| DEAN, COLLEGE OF LIBERAL ARTS/VP ACADEMIC AFFAIRS | 40.00 | $215,085 | $0 | $27,344 | Yes (X) | |||
| DENNIS BERGVALL | ||||||||
| VP FOR ADVANCEMENT DEVELOPMENT | 40.00 | $221,209 | $0 | $29,953 | Yes (X) | |||
| DEBRA RINGOLD | ||||||||
| DEAN OF ATKINSON GRAD SCHOOL OF MGMT | 40.00 | $240,554 | $0 | $31,398 | Yes (X) | |||
| SYMEON SYMEONIDES | ||||||||
| L PARKS CHAIR PROFESSOR OF LAW | 40.00 | $251,217 | $0 | $33,545 | Yes (X) | |||
| YVONNE TAMAYO | ||||||||
| PROFESSOR OF LAW/UNIV GENERAL COUNSEL | 40.00 | $206,461 | $0 | $20,141 | Yes (X) | |||
| WILLIAM YASINSKI | ||||||||
| SPECIAL ASSISTANT TO THE PRESIDENT | 40.00 | $279,289 | $0 | $33,993 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,039,436 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $483,805 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 87 | 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) | |||||
| 2400 YORKMONT RD | CHARLOTTE | NC | 28217 | FOOD SERVICE | $4,042,562 |
| FORTIS CONSTRUCTION INC | |||||
| 1705 SW TAYLOR ST | PORTLAND | OR | 97205 | CONSTRUCTION | $2,330,873 |
| FXG CONSTRUCTION LLC | |||||
| 1235 19TH ST NE | SALEM | OR | 97301 | CONSTRUCTION | $912,211 |
| EBSCO | |||||
| 10 ESTES STREET | IPSWICH | MA | 01938 | RESEARCH MATERIALS & SUBSCRIPTIONS | $334,684 |
| ELLUCIAN INC | |||||
| 4375 FAIR LAKES COURT | FAIRFAX | VA | 22033 | SOFTWARE LICENSING & SUPPORT | $324,283 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 28 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $21,400 | FundraisingAmt |
| Government Grants | $1,910,433 | GovernmentGrantsAmt |
| All Other Contributions | $5,781,842 | AllOtherContributionsAmt |
| Noncash Contributions | $1,474,905 | NoncashContributionsAmt |
| Total Contributions | $7,713,675 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $110,242,151 | $110,242,151 |
| ROOM AND BOARD FEES | 721310 | $15,006,125 | $15,006,125 |
| AUXILIARY INCOME | 611710 | $2,033,151 | $2,033,151 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $127,281,427 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,640,645 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $220,029 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,420,616 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,508 | TotalRevenueColumnAmt |
| Exclusion | $23,508 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $209,348,710 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $168,443,399 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $40,905,311 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,905,311 | TotalRevenueColumnAmt |
| Exclusion | $40,905,311 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $35,197 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $21,400 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $21,386 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,811 | TotalRevenueColumnAmt |
| Exclusion | $13,811 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,551,071 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $24,137 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,526,934 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,551,071 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $179,129,448 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $127,281,427 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $244,166 | UnrelatedBusinessRevenueAmt |
| Exclusion | $43,890,180 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
| Program Services | $20,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,935,585 | TotalAmt |
| Program Services | $46,935,585 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,354,495 | TotalAmt |
| Program Services | $1,354,495 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,432,647 | TotalAmt |
| Program Services | $521,994 | ProgramServicesAmt |
| Management And General | $1,910,653 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,870 | TotalAmt |
| Program Services | $40,315 | ProgramServicesAmt |
| Management And General | $113,555 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,436,381 | TotalAmt |
| Program Services | $40,201,306 | ProgramServicesAmt |
| Management And General | $948,764 | ManagementAndGeneralAmt |
| Fundraising | $1,286,311 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,780,934 | TotalAmt |
| Program Services | $3,581,796 | ProgramServicesAmt |
| Management And General | $84,532 | ManagementAndGeneralAmt |
| Fundraising | $114,606 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,353,841 | TotalAmt |
| Program Services | $6,966,523 | ProgramServicesAmt |
| Management And General | $164,412 | ManagementAndGeneralAmt |
| Fundraising | $222,906 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,461,393 | TotalAmt |
| Program Services | $3,161,929 | ProgramServicesAmt |
| Management And General | $199,538 | ManagementAndGeneralAmt |
| Fundraising | $99,926 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,427 | TotalAmt |
| Program Services | $3,385 | ProgramServicesAmt |
| Management And General | $121,373 | ManagementAndGeneralAmt |
| Fundraising | $1,669 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,110 | TotalAmt |
| Management And General | $152,110 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,781 | TotalAmt |
| Management And General | $187,781 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,279,904 | TotalAmt |
| Program Services | $1,064,627 | ProgramServicesAmt |
| Management And General | $88,719 | ManagementAndGeneralAmt |
| Fundraising | $126,558 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $577,343 | TotalAmt |
| Program Services | $540,119 | ProgramServicesAmt |
| Management And General | $4,057 | ManagementAndGeneralAmt |
| Fundraising | $33,167 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,969,811 | TotalAmt |
| Program Services | $1,737,737 | ProgramServicesAmt |
| Management And General | $74,532 | ManagementAndGeneralAmt |
| Fundraising | $157,542 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,166,478 | TotalAmt |
| Program Services | $1,152,609 | ProgramServicesAmt |
| Management And General | $9,110 | ManagementAndGeneralAmt |
| Fundraising | $4,759 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,551,690 | TotalAmt |
| Program Services | $2,551,690 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,246,051 | TotalAmt |
| Program Services | $2,087,859 | ProgramServicesAmt |
| Management And General | $43,190 | ManagementAndGeneralAmt |
| Fundraising | $115,002 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,165 | TotalAmt |
| Program Services | $34,300 | ProgramServicesAmt |
| Management And General | $79,063 | ManagementAndGeneralAmt |
| Fundraising | $26,802 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,470,108 | TotalAmt |
| Program Services | $2,470,108 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,772,350 | TotalAmt |
| Program Services | $5,772,350 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $777,344 | TotalAmt |
| Program Services | $36,807 | ProgramServicesAmt |
| Management And General | $740,537 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICE | $3,687,256 | $3,687,256 | ||
| PROGRAM/STUDY ABROAD | $3,609,923 | $3,409,394 | $21,863 | $178,666 |
| BOOKS AND PERIODICALS | $1,320,007 | $1,320,007 | ||
| ATHLETICS | $1,016,948 | $1,016,948 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,497,574 | TotalAmt |
| Program Services | $8,048,183 | ProgramServicesAmt |
| Management And General | $430,998 | ManagementAndGeneralAmt |
| Fundraising | $18,393 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,478,416 | TotalAmt |
| Program Services | $137,717,322 | ProgramServicesAmt |
| Management And General | $5,374,787 | ManagementAndGeneralAmt |
| Fundraising | $2,386,307 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,513,708 | BOYAmt |
| EOY | $364,638 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,571,188 | BOYAmt |
| EOY | $26,318,887 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,377,070 | BOYAmt |
| EOY | $4,135,753 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,990,545 | BOYAmt |
| EOY | $2,055,461 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,834,153 | BOYAmt |
| EOY | $7,929,711 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $471,701 | BOYAmt |
| EOY | $369,693 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $381,859 | BOYAmt |
| EOY | $313,863 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $241,944,279 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $97,372,685 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,095,850 | BOYAmt |
| EOY | $144,571,594 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,166,022 | BOYAmt |
| EOY | $3,409,009 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,246,995 | BOYAmt |
| EOY | $267,536,581 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,083,733 | BOYAmt |
| EOY | $1,855,511 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $448,732,824 | BOYAmt |
| EOY | $458,860,701 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,499,774 | BOYAmt |
| EOY | $17,394,743 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,587,487 | BOYAmt |
| EOY | $2,721,997 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,183,967 | BOYAmt |
| EOY | $61,102,316 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,146,539 | BOYAmt |
| EOY | $20,002,194 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,417,767 | BOYAmt |
| EOY | $101,221,250 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,372,188 | BOYAmt |
| EOY | $63,038,325 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,346,720 | BOYAmt |
| EOY | $154,405,912 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,596,149 | BOYAmt |
| EOY | $140,195,214 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $348,315,057 | BOYAmt |
| EOY | $357,639,451 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $448,732,824 | BOYAmt |
| EOY | $458,860,701 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $33,651,032 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$22,310,277 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,016,361 | 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 D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $230,055 | RevenuesIncludedAmt |
| Assets Included | $4,671,481 | 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 |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $238,639,755 | BeginningYearBalanceAmt |
| Contributions | $1,798,414 | ContributionsAmt |
| Investment Earnings Or Losses | -$12,718,310 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,881,878 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,698,764 | OtherExpendituresAmt |
| Administrative Expenses | $373,755 | AdministrativeExpensesAmt |
| End Year Balance | $213,765,462 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $215,471,491 | BeginningYearBalanceAmt |
| Contributions | $3,232,101 | ContributionsAmt |
| Investment Earnings Or Losses | $34,515,481 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,099,917 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,052,579 | OtherExpendituresAmt |
| Administrative Expenses | $426,822 | AdministrativeExpensesAmt |
| End Year Balance | $238,639,755 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.09000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.91000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,655,297 | OtherCostOrOtherBasisAmt |
| Book Value | $8,655,297 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $169,797,432 | OtherCostOrOtherBasisAmt |
| Depreciation | $57,873,383 | DepreciationAmt |
| Book Value | $111,924,049 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,217,407 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,254,873 | DepreciationAmt |
| Book Value | $3,962,534 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,417,423 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,830,808 | DepreciationAmt |
| Book Value | $1,586,615 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,856,720 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,413,621 | DepreciationAmt |
| Book Value | $18,443,099 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $144,571,594 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MULTI-STRATEGY LIMITED PARTNERSHIP INVESTMENT FUND | $234,427,257 | F |
| FIXED INCOME FUNDS | $18,232,815 | F |
| REAL ASSETS | $831,378 | F |
| OTHER INVESTMENTS | $14,045,131 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $267,536,581 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES AND TRUSTS PAYABLE | $12,839,234 |
| GOVERNMENT ADVANCES FOR STUDENT LOANS | $7,162,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $20,002,194 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $106,464,180 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$22,310,277 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$49,840,402 | OtherRevenueAmt |
| Revenue Not Reported | -$72,150,679 | RevenueNotReportedAmt |
| Revenue Subtotal | $178,614,859 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $187,781 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $326,808 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $514,589 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $179,129,448 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $97,139,768 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$106,437 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$106,437 | ExpensesNotReportedAmt |
| Expenses Subtotal | $97,246,205 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $187,781 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $48,044,430 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $48,232,211 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $145,478,416 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 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 $4,671,481 AND IS HELD IN THE UNIVERSITY ART MUSEUM. THE MUSEUM EXISTS TO SUPPORT THE LIBERAL ARTS CURRICULUM OF WILLAMETTE UNIVERSITY AND TO SERVE AS AN INTELLECTUAL AND CULTURAL RESOURCE FOR THE CITY OF SALEM AND BEYOND, THROUGH THE COLLECTION, PRESERVATION, EXHIBITION AND INTERPRETATION OF HISTORICAL AND CONTEMPORARY ART WITH AN EMPHASIS ON REGIONAL ART. |
| PART V, LINE 4: | THE ENDOWMENT FUNDS HELD BY THE UNIVERSITY ARE USED TO SUPPORT OPERATIONS, INCLUDING FINANCIAL AID, INSTRUCTION AND BUILDINGS. |
| PART X, LINE 2: | 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, 2015, 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 2011. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SCHOLARSHIPS NETTED WITH REVENUE ON FINANCIAL STATEMENTS -47,991,930. CHANGE IN VALUE OF ANNUITIES AND TRUSTS -1,848,472. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | UNRELATED BUSINESS INCOME FROM ALTERNATIVE INVESTMENTS 220,029. FUNDRAISING EXPENSES NETTED WITH REVENUE ON 990 -21,386. CASH SALES NETTED WITH EXPENSE ON FINANCIAL STATEMENTS 128,165. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES NETTED WITH REVENUE ON 990 21,386. CASH SALES NETTED WITH EXPENSE ON FINANCIAL STATEMENTS -128,165. OTHER ADJUSTMENT 342. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS NETTED WITH REVENUE ON FINANCIAL STATEMENTS 47,991,930. PRESIDENT'S HOUSING BENEFITS NOT INCLUDED ON FINANCIAL STATEMENTS 52,500. |
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 UNIVERSITY POSTED ITS POLICY IN THE OREGONIAN NEWSPAPER DURING THE PERIOD OF SOLICITATION FOR STUDENTS. |
| 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 (10 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 | $888,630 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD PROGRAM | $57,811 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | GRANTMAKING | $20,375 | |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | GRANTMAKING | $318,899 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | GRANTMAKING | $840,871 | |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 0 | 0 | GRANTMAKING | $18,500 | |
| NORTH AMERICA - CANADA AND MEXICO, BUT BUT NOT THE UNITED STATES | 0 | 0 | GRANTMAKING | $18,750 | |
| RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, | 0 | 0 | GRANTMAKING | $35,500 | |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 0 | 0 | GRANTMAKING | $57,550 | |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA, FASO, | 0 | 0 | GRANTMAKING | $44,050 |
| 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 | $2,199,336 | SubtotalSpentAmt |
| Continuation Spent | $101,600 | ContinuationSpentAmt |
| Total Spent | $2,300,936 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| SCHOLARSHIPS | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 1 | $20,375 | APPLIED TO STUDENT BILL TO OFFSET TUITION AND FEES |
| SCHOLARSHIPS | EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 45 | $318,899 | APPLIED TO STUDENT BILL TO OFFSET TUITION AND FEES |
| SCHOLARSHIPS | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU | 89 | $840,871 | APPLIED TO STUDENT BILL TO OFFSET TUITION AND FEES |
| SCHOLARSHIPS | MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 2 | $18,500 | APPLIED TO STUDENT BILL TO OFFSET TUITION AND FEES |
| SCHOLARSHIPS | NORTH AMERICA - CANADA AND MEXICO, BUT BUT NOT THE UNITED STATES | 6 | $18,750 | APPLIED TO STUDENT BILL TO OFFSET TUITION AND FEES |
| SCHOLARSHIPS | RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, | 3 | $35,500 | APPLIED TO STUDENT BILL TO OFFSET TUITION AND FEES |
| SCHOLARSHIPS | SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 36 | $57,550 | APPLIED TO STUDENT BILL TO OFFSET TUITION AND FEES |
| SCHOLARSHIPS | SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA, FASO, | 4 | $44,050 | 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 | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | SCHOLARSHIPS/GRANTS AWARDED TO STUDENTS WHO ARE STUDYING ABROAD ARE APPLIED TO THEIR STUDENT ACCOUNTS. THE SCHOLARSHIPS OFFSET TUITION AND FEES TO REDUCE THE AMOUNT THAT STUDENTS OWE TO THE UNIVERSITY. THUS, THE STUDENTS DO NOT PHYSICALLY RECEIVE THE MONEY. PROCEDURES DO NOT DIFFER FROM THOSE APPLIED TO STUDENTS WHO ARE ATTENDING ON CAMPUS, OTHER THAN VERIFICATION OF PARTICIPATION AND COMPLETION OF THE PROGRAM. THE FOLLOWING ARE THE PROCEDURES FOLLOWED BY THE UNIVERSITY FOR MONITORING THE USE OF SCHOLARSHIP/GRANT FUNDS: THE BUSINESS OFFICE NOTIFIES THE FINANCIAL AID OFFICE OF AMOUNTS AVAILABLE TO AWARD TO STUDENTS EACH ACADEMIC YEAR. FINANCIAL AID OFFICE SELECTS RECIPIENTS BASED UPON CRITERIA ESTABLISHED FOR EACH TYPE OF FUNDING. FINANCIAL AID OFFICE NOTIFIES THE BUSINESS OFFICE OF EXPENDITURES FOR EACH TERM DURING THE ACADEMIC YEAR. AT YEAR-END, FINANCIAL AID OFFICE AND BUSINESS OFFICE RECONCILE ACCOUNTS FOR ALL FUNDS. FOR DONOR-CONTRIBUTED SCHOLARSHIPS (ENDOWED OR ANNUALLY FUNDED), THE DEVELOPMENT OFFICE PROVIDES ANNUAL REPORTS TO THE DONORS REGARDING THE USE OF THOSE FUNDS. |
| PART I, LINE 3: | EXPENDITURES ARE ACCOUNTED FOR UNDER THE ACCRUAL METHOD. |
| PART IV: | THE UNIVERSITY HAD OWNERSHIP INTERESTS IN FOREIGN CORPORATIONS, PASSIVE FOREIGN INVESTMENT COMPANIES AND FOREIGN PARTNERSHIPS THROUGH INVESTMENTS. HOWEVER, THE UNIVERSITY DOES NOT MEET THE FILING REQUIREMENTS FOR FORMS 5471, 8621, OR 8865, RESPECTIVELY, BASED UPON EACH FORM'S FILING INSTRUCTIONS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FORE GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $56,597 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $21,400 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $35,197 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $4,528 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $11,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $2,517 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $3,341 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $56,597 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $21,400 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $35,197 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $4,528 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $11,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $2,517 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,341 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $21,386 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $13,811 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS TO STUDENTS | 2394 | $46,637,435 |
| STUDENT RESEARCH GRANTS | 48 | $163,502 |
| FACULTY RESEARCH GRANTS | 72 | $111,998 |
| OTHER STUDENT AWARDS AND PRIZES | 31 | $20,650 |
| OTHER FACULTY AWARDS AND PRIZES | 2 | $2,000 |
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. FINANCIAL AID OFFICE SELECTS RECIPIENTS BASED UPON CRITERIA ESTABLISHED FOR EACH TYPE OF FUNDING. FINANCIAL AID OFFICE NOTIFIES THE BUSINESS OFFICE OF EXPENDITURES FOR EACH TERM DURING THE ACADEMIC YEAR. AT YEAR-END, FINANCIAL AID OFFICE AND BUSINESS OFFICE RECONCILE ACCOUNTS FOR ALL FUNDS. FOR DONOR-CONTRIBUTED SCHOLARSHIPS (ENDOWED OR ANNUALLY FUNDED), THE DEVELOPMENT OFFICE PROVIDES ANNUAL REPORTS TO THE DONORS REGARDING THE USE OF THOSE FUNDS. 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 |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEPHEN E THORSETT | ||||||||||||||
| PRESIDENT | $417,115 | $0 | $0 | $0 | $7,601 | $0 | $77,852 | $0 | $74,758 | $0 | $577,326 | $0 | $0 | $0 |
| MONICA RIMAI | ||||||||||||||
| SENIOR VP FINANCE AND ADMIN/TREAS | $147,244 | $0 | $0 | $0 | $478 | $0 | $9,500 | $0 | $3,226 | $0 | $160,448 | $0 | $0 | $0 |
| KRISTEN GRAINGER | ||||||||||||||
| ADMIN SECRETARY/EXEC ASST TO PRES | $179,420 | $0 | $0 | $0 | $718 | $0 | $15,604 | $0 | $8,402 | $0 | $204,144 | $0 | $0 | $0 |
| JAMES BAUER | ||||||||||||||
| VP FOR PLANNING, FACILITIES & EXTERN | $164,409 | $0 | $0 | $0 | $1,455 | $0 | $16,717 | $0 | $12,768 | $0 | $195,349 | $0 | $0 | $0 |
| MICHAEL BESEDA | ||||||||||||||
| VP OF ENROLLMENT AND UNIVERSITY COMM | $215,248 | $0 | $0 | $0 | $1,858 | $0 | $20,679 | $0 | $1,783 | $0 | $239,568 | $0 | $0 | $0 |
| CURTIS BRIDGEMAN | ||||||||||||||
| DEAN, COLLEGE OF LAW | $243,563 | $0 | $0 | $0 | $528 | $0 | $24,714 | $0 | $8,439 | $0 | $277,244 | $0 | $0 | $0 |
| DAVID DOUGLASS | ||||||||||||||
| DEAN, CAMPUS LIFE | $181,446 | $0 | $0 | $0 | $844 | $0 | $18,164 | $0 | $6,781 | $0 | $207,235 | $0 | $0 | $0 |
| MARLENE MOORE | ||||||||||||||
| DEAN, COLLEGE OF LIBERAL ARTS/VP ACA | $209,492 | $0 | $0 | $0 | $5,593 | $0 | $20,990 | $0 | $6,354 | $0 | $242,429 | $0 | $0 | $0 |
| DENNIS BERGVALL | ||||||||||||||
| VP FOR ADVANCEMENT DEVELOPMENT | $213,641 | $0 | $0 | $0 | $7,568 | $0 | $21,608 | $0 | $8,345 | $0 | $251,162 | $0 | $0 | $0 |
| DEBRA RINGOLD | ||||||||||||||
| DEAN OF ATKINSON GRAD SCHOOL OF MGMT | $231,484 | $0 | $0 | $0 | $9,070 | $0 | $22,853 | $0 | $8,545 | $0 | $271,952 | $0 | $0 | $0 |
| SYMEON SYMEONIDES | ||||||||||||||
| L PARKS CHAIR PROFESSOR OF LAW | $244,323 | $0 | $0 | $0 | $6,894 | $0 | $25,095 | $0 | $8,450 | $0 | $284,762 | $0 | $0 | $0 |
| YVONNE TAMAYO | ||||||||||||||
| PROFESSOR OF LAW/UNIV GENERAL COUNSE | $205,324 | $0 | $0 | $0 | $1,137 | $0 | $13,499 | $0 | $6,642 | $0 | $226,602 | $0 | $0 | $0 |
| WILLIAM YASINSKI | ||||||||||||||
| SPECIAL ASSISTANT TO THE PRESIDENT | $262,935 | $0 | $0 | $0 | $16,354 | $0 | $25,500 | $0 | $8,493 | $0 | $313,282 | $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 FOUR DIFFERENT OCCASIONS DURING THE 2014-2015 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. NONE OF THESE BENEFITS WERE TREATED AS TAXABLE COMPENSATION TO THE RECIPIENTS. |
| 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. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 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 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Refunding EscrowRefundingEscrowAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,165,000 | $32,409,522 | $419,966 | $23,437,177 | 2009 | 0 | Yes (1) | Yes (1) | Yes (1) | |
| B | $10,835,000 | $28,540,002 | $373,227 | $14,892,393 | 2012 | 0 | Yes (1) | Yes (1) | Yes (1) | $10,989,664 |
| C | $12,500,000 | $223,575 | 0 | Yes (1) | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 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 CAPITOL | |||||||||||
| 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 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
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: 06/14/2012 ISSUER NAME: STATE OF OREGON - OREGON FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 04/01/2015 |
| 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. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $1,500 | CashGrantAmt |
| Type Of Assistance | SCHOLARSHIP | TypeOfAssistanceTxt |
| Assistance Purpose | TO ASSIST WITH FUNDING WILLAMETTE UNDERGRADUATE EDUCATION | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| RACHEL DEWEY THORSETT | |||
| SPOUSE OF OFFICER STEPHEN THORSETT | $40,315 | EMPLOYMENT | 0 |
| JACQUELINE L BALZER | |||
| SPOUSE OF OFFICER MONICA RIMAI | $113,555 | EMPLOYMENT | 0 |
| CHRISTENSEN ELECTRIC INC | |||
| BOARD MEMBER HEIDI PATTERSON'S DAUGHTER-IN-LAW OWNS COMPANY | $201,337 | ELECTRICAL WORK - CONSTRUCTION | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 30 | ContributionCnt |
| Noncash Contributions Rpt F990 | $230,055 | 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 | $650 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 48 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,242,700 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Archaeological Artifacts ArchaeologicalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OPINION OF EXPERTS | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 4 | 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: | $2,656 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 | DONALD BROWN, TRUSTEE, AND PATRICIA SMULLIN, TRUSTEE: FAMILY RELATIONSHIP RODERICK WENDT, TRUSTEE, AND STEVEN WYNNE, TRUSTEE: BUSINESS RELATIONSHIP |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 AND ITS RELATED SCHEDULES, EXCEPT FOR SCHEDULE B, WERE PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO THE UNIVERSITY FILING THE COMPLETED FORM WITH THE IRS. FORM 990 AND ALL ITS ACCOMPANYING SCHEDULES ARE REVIEWED BY THE CONTROLLER AND THE SENIOR VICE PRESIDENT FOR FINANCE AND ADMINISTRATION, AS WELL AS THE AUDIT COMMITTEE. THE DRAFT FORM 990 (EXCEPT FOR SCHEDULE B) IS POSTED TO A SECURE WEBSITE THAT CAN ONLY BE ACCESSED BY MEMBERS OF THE BOARD OF TRUSTEES. BOARD MEMBERS ARE NOTIFIED VIA E-MAIL THAT FORM 990 IS AVAILABLE TO REVIEW ON THE SECURE WEBSITE. IN ADDITION, THE AUDIT COMMITTEE REVIEWS AND DISCUSSES THE RETURN. AFTER THE FORM HAS BEEN REVIEWED BY ALL NOTED PARTIES IT IS MODIFIED (IF NECESSARY), 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, KEY EMPLOYEES, AND HIGHLY COMPENSATED EMPLOYEES. ALL TRUSTEES, OFFICERS, KEY EMPLOYEES, AND HIGHLY COMPENSATED 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 -1,848,472. UNRELATED BUSINESS INCOME FROM ALTERNATIVE INVESTMENTS -220,029. PRESIDENT'S HOUSING BENEFIT NOT RECORDED ON FINANCIAL STATEMENTS 52,500. OTHER ADJUSTMENT -360. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLAMETTE ANGEL FUND LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 STATE STREET | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271638088 | EIN |
| Primary Activities | INVESTMENT IN PRIVATE COMPANIES | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Total Income | $156,850 | TotalIncomeAmt |
| End Of Year Assets | $1,520 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLAMETTE UNIVERSITY | BusinessNameLine1Txt |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WUE INVESTMENT HOLDINGS LP | |||||||||||||
| 550 S TRYON STREET SUITE 3500 | CHARLOTTE | NC | 28202 | 331168742 | INVESTMENT | DE | GLOBAL ENDOWMENT MANAGEMENT | EXCLUDED | $9,286,070 | $234,427,257 | 0 | 0 | 0.99980 |
| WILLAMETTE ANGEL FUND CONFERENCE 2010 LLC | |||||||||||||
| 900 STATE STREET | SALEM | OR | 97301 | 273724001 | INVESTMENT | OR | WILLAMETTE UNIVERSITY | EXCLUDED | $16,365 | 0 | Yes (1) | 0.50000 | |
| WILLAMETTE ANGEL FUND CONFERENCE 2011 LLC | |||||||||||||
| 900 STATE STREET | SALEM | OR | 97301 | 453417723 | INVESTMENT | OR | WILLAMETTE UNIVERSITY | EXCLUDED | $20,920 | 0 | Yes (1) | 0.50000 | |
| WILLAMETTE ANGEL FUND ATHLETEPATH LLC | |||||||||||||
| 900 STATE STREET | SALEM | OR | 97301 | 371816514 | INVESTMENT | OR | WILLAMETTE UNIVERSITY | EXCLUDED | $32,500 | 0 | Yes (1) | 0.67000 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER TRUST (33) | ||||||||
| 900 STATE STREET | SALEM | OR | 97301 | BENEFICIAL INTEREST | OR | N/A | T | 0 |
| ESTATE TRUST (1) | ||||||||
| 900 STATE STREET | SALEM | OR | 97301 | BENEFICIAL INTEREST | OR | N/A | T | 0 |
| 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 | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |