2016-04-08T10:38:17-05:00 2015-05-31 910189318 MOSS ADAMS LLP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990 2014-06-01 910236600 CORPORATION OF GONZAGA UNIVERSITY CORP 5093136370 502 E BOONE AVE SPOKANE WA 99258 CHARLES J MURPHY VICE PRESIDENT FOR FINANCE 5093136370 2016-04-04 1 TRACY S PAGLIA P00366884 2099556100 2016-04-04 2014 2016-08-17 19:52:53Z GONZAGA UNIVERSITY THAYNE MCCULLOH 502 E BOONE AVE SPOKANE WA 99258 412734815 0 X WWW.GONZAGA.EDU X 1894 WA PRIVATE JESUIT HIGHER EDUCATION INSTITUTION 31 27 4200 86 361240 165793 21132844 82201223 252950455 264529116 14083494 12261204 73344 23733 288240137 359015276 77540114 80296191 0 0 114534076 120155192 41655 14320 4544657 70218173 75644005 262334018 276109708 25906119 82905568 615666468 718343802 252988657 272827470 362677811 445516332 SEE SCHEDULE O 0 0 236724541 80296191 264529116 GONZAGA UNIVERSITY IS A PRIVATE, FOUR-YEAR INSTITUTION OF HIGHER EDUCATION. MORE THAN 105 BUILDINGS DOT THE 131-ACRE CAMPUS OVERLOOKING THE SPOKANE RIVER. STUDENTS INCLUDE BOTH WOMEN AND MEN, WHO CAN ENROLL IN A MULTITUDE OF UNDERGRADUATE OR GRADUATE PROGRAMS. A CONSTANT THROUGHOUT THE YEARS IS GONZAGA'S EDUCATIONAL PHILOSOPHY, BASED ON THE CENTURIES-OLD IGNATIAN MODEL OF EDUCATING THE WHOLE PERSON - MIND, BODY AND SPIRIT. AT GONZAGA, STUDENTS DISCOVER HOW TO INTEGRATE SCIENCE AND ART, FAITH AND REASON, ACTION AND CONTEMPLATION. "CURA PERSONALIS", OR CARE FOR THE INDIVIDUAL, IS OUR GUIDING THEME. 236724541 1 1 0 1 0 0 0 1 1 1 1 1 0 0 1 1 0 1 1 1 1 1 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 1 1 1 1 0 0 0 1 1 1 0 0 1 9760 0 1 4200 1 1 1 1 IT 0 0 0 1 1 0 0 0 0 X 31 27 1 0 1 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK CO DC KY MA MD ME MI MT NH NV OR WA X DEENA PRESNELL 5093136803 502 E BOONE AVE SPOKANE WA 99258 BARNARD TIMOTHY TRUSTEE 1.50 X 0 0 0 BRAJCICH PAUL W TRUSTEE 1.50 X 0 0 0 BROWN FRED A TRUSTEE 1.50 X 0 0 0 CATES REBECCA A TRUSTEE 1.50 X 0 0 0 CLANCY SJ TIMOTHY R TRUSTEE 40.00 X 0 0 0 CRAVES GERALDINE TRUSTEE 1.50 X 0 0 0 CURRAN J DONALD TRUSTEE 1.50 X 0 0 0 FITZGIBBONS SJ JOHN P TRUSTEE 1.50 X 0 0 0 GEE THERESA B TRUSTEE 1.50 X 0 0 0 GRAHAM SJ MICHAEL J TRUSTEE 1.50 X 0 0 0 GRETHER CARL B TRUSTEE 1.50 X 0 0 0 HEMMINGSON JOHN J TRUSTEE 1.50 X 0 0 0 JOHNSON CHRISTINE TRUSTEE 1.50 X 0 0 0 KUDER SJ STEPHEN TRUSTEE (THROUGH 7/2014) 40.00 X 0 0 0 LARSEN CHRISTY M TRUSTEE 1.50 X 0 0 0 LEIGH SJ DAVID J TRUSTEE 1.50 X 0 0 0 LIEBELT RITA I TRUSTEE 1.50 X 0 0 0 LUGER JOHN J TRUSTEE 1.50 X 0 0 0 MAGNUSON-SHEPHARD KATHLEEN J TRUSTEE 1.50 X 0 0 0 MCCAMBRIDGE SHANNON TRUSTEE (THROUGH 12/2014) 1.50 X 0 0 0 MCCANN JACK K TRUSTEE 1.50 X 0 0 0 MCCARTHEY JR THOMAS K TRUSTEE 1.50 X 0 0 0 MCCARTHEY PHILIP TRUSTEE (THROUGH 12/2014) 1.50 X 0 0 0 MCGARRY SJ JOHN P TRUSTEE 1.50 X 0 0 0 MCQUILKIN KEVIN D TRUSTEE 1.50 X 0 0 0 MORRIS SCOTT L TRUSTEE, VICE CHAIR 1.50 X 0 0 0 NELLES DONALD TRUSTEE (THROUGH 12/2014) 1.50 X 0 0 0 PATTERSON MICHAEL TRUSTEE (THROUGH 12/2014) 1.50 X 0 0 0 POWERS JAMES E TRUSTEE 1.50 X 0 0 0 REESE SJ EDWARD A TRUSTEE 1.50 X 0 0 0 ROSSI SJ JOSEPH TRUSTEE (THROUGH 12/2014) 1.50 X 0 0 0 STANTON PETER F TRUSTEE 1.50 X 0 0 0 TAYLOR JR EDWARD TRUSTEE 1.50 X 0 0 0 TIMBERLAKE DIANE TRUSTEE 1.50 X 0 0 0 TOMLINSON SR ROBERT H TRUSTEE 1.50 X 0 0 0 VOISS SJ JAMES K TRUSTEE 40.00 X 0 0 0 WOLFF JR ALVIN J TRUSTEE, CHAIR 1.50 X 0 0 0 MCCULLOH THAYNE M PRESIDENT 40.00 X 423915 0 45087 MARTIN EARL F EXECUTIVE VICE PRESIDENT 40.00 X 286817 0 44715 KILLEN PATRICIA O ACADEMIC VICE PRESIDENT 40.00 X 286914 0 33043 MURPHY CHARLES J VICE PRESIDENT FOR FINANCE 40.00 X 235010 0 35678 POSS JOSEPH R VP FOR UNIVERSITY ADVANCEMENT 40.00 X 219166 0 38602 BIGGS GARBUIO JUDITH VP FOR STUDENT DEVELOPMENT 40.00 X 180949 0 19812 CASE SJ FRANK VICE PRESIDENT FOR MISSION 40.00 X 0 0 0 ROTH MICHAEL ATHLETIC DIRECTOR 40.00 X 376087 0 30000 MCGUIRE MAUREEN CORPORATION COUNCIL/SECRETARY 40.00 X 194875 0 22542 STANFIELD MARGOT SR. VP OF PRINCIPAL GIFTS 40.00 X 168086 0 19393 WEITZ SUSAN VP FOR STUDENT DEVELOPMENT 40.00 X 77317 0 21183 FEW MARK MEN'S BASKETBALL HEAD COACH 40.00 X 1586396 0 42687 KORN JANE DEAN, LAW SCHOOL 40.00 X 265100 0 35295 SILLIMAN STEPHEN DEAN, SCHOOL OF ENGINEERING AND APPLIED SCIENCE 40.00 X 223836 0 42665 BURKE PATRICK DEAN, FLORENCE 40.00 X 216463 0 26093 LLOYD THOMAS C MEN'S BASKETBALL ASSISTANT COACH 40.00 X 216749 0 38654 4957680 0 495449 180 0 1 0 SODEXO AMERICA LLC C/O GONZAGA UNIV BOX MSC 2479 SPOKANE WA 99258 FOOD CONTRACTOR 10810842 HOFFMAN CONSTRUCTION COMPANY OF WASHINGT 1505 WESTLAKE AVE NORTH STE 500 SEATTLE WA 98109 CONSTRUCTION ON CAMPUS 6450681 OPSIS ARCHITECTURE LP 920 NW 17TH AVE PORTLAND OR 97209 CONSTRUCTION ON CAMPUS 1538827 DELTAK EDU INC 1415 W 22ND ST STE 400 OAK BROOK IL 90523 VIRTUAL CAMPUS MANAGEMENT 1251342 ACSYS INC 1577 NEW BRITAIN AVE STE 1 FARMINGTON CT 06032 WEB ADS / WEB REDESIGN 1147771 31 27878 710648 2234349 79228348 3445097 82201223 STUDENT TUITION & FEES 611310 223122726 223122726 AUXILIARY ENTERPRISES 611310 26810141 26810141 MISCELLANEOUS FEES & SALES 611310 9338722 9156369 182353 ORGANIZED ACTIVITIES 611310 5159798 5159798 LOAN INTEREST INCOME 611310 97729 97729 264529116 5885015 189078 5695937 319805 319805 47087 57278 -10191 -10191 -10191 59660926 28568 53378103 255007 6282823 -226439 6056384 6056384 63075 27878 29151 33924 33924 359015276 264346763 361240 12106050 113080 113080 80061841 80061841 121270 121270 2640870 419476 2063738 157656 340756 135403 205353 89069941 74774411 12196969 2098561 6377540 5803972 433429 140139 14874448 9461063 5086535 326850 6851637 6428924 272156 150557 105465 105465 284510 284510 102860 102860 14320 14320 1545653 1545653 4321051 2081800 2174346 64905 3880282 3280783 537488 62011 6604758 5512230 612810 479718 8094711 4550742 3482343 61626 5875400 5750686 121498 3216 6712283 5952307 521142 238834 3941016 2693076 913538 334402 8580075 7989228 590847 8943800 8478020 465780 1147128 290755 856373 DINING EXPENSES 8225260 7831772 393488 MAINTENANCE AND RENTALS 1398979 1101092 297838 49 MEMBERSHIPS 684928 264160 412946 7822 UNRELATED BUSINESS INCO 37867 37867 5157979 3525590 1228398 403991 276109708 236724541 34840510 4544657 26928822 30163758 29719020 45776811 33158906 83904400 1986757 1320731 404475 343185 3152367 3841864 392415330 104646915 245823658 287768415 140545922 150413220 54125342 77383342 16681609 16540565 63139590 20887511 615666468 718343802 33471044 29745363 11451072 21273553 183143844 177329632 19352087 1086257 958548 23836440 24168287 252988657 272827470 X 161460485 166520795 112856540 160246540 88360786 118748997 362677811 445516332 615666468 718343802 X 82905568 56499 -123546 X 0 1 X 1 1 1 X 13649687 16157659 35782045 21132844 82201223 168923458 13649687 16157659 35782045 21132844 82201223 168923458 67489248 101434210 3308974 3413669 3998880 4899240 6015742 21636505 70492 230844 129464 104301 158719 693820 191253783 1107180541 0.53040 0.72480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 72860 0 1 30000 102860 0 PART II-B, LINE 1: FEES PAID TO PARKER NORTHWEST WERE FOR THE FOLLOWING SERVICES: 1. MONITORING FEDERAL LEGISLATION AND REGULATIONS, 2. INTERCEDING ON GONZAGA UNIVERSITY'S BEHALF IN LEGISLATIVE AND/OR ADMINISTRATIVE PROCESSES WHEN APPROPRIATE, 3. HELPING GONZAGA UNIVERSITY TO IDENTIFY, ACQUIRE, AND RETAIN NEW BUSINESS, 4. ARRANGING MEETINGS BETWEEN GONZAGA UNIVERSITY'S OFFICIALS/EXECUTIVES AND FEDERAL OFFICIALS, 5. PROVIDING CONSULTING SERVICES IN AREAS WHERE PARKER NORTHWEST HAS KNOWLEDGE OR EXPERTISE. FEES PAID TO INDEPENDENT COLLEGES OF WASHINGTON ARE FOR MONITORING STATE LEGISLATIONS FOR PRIVATE COLLEGES AND UNIVERSITIES IN THE STATE OF WASHINGTON. DUES PAID TO AJCU ARE FOR MONITORING LEGISLATION FOR JESUIT COLLEGES AND UNIVERSITIES. DUES PAID TO THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES ARE FOR MONITORING LEGISLATION FOR INDEPENDENT COLLEGES AND UNIVERSITIES. 79360 3614018 0 20000 X X X X X STUDENT EMPLOYMENT 0 0 1 X 175489398 28836520 11704582 4089153 1989162 1484253 208467932 149969885 8511342 23691743 3629433 1818524 1235615 175489398 128592219 4687572 22695462 3334890 1760005 910473 149969885 129852368 6712551 -2742041 2858439 1539561 832659 128592219 105896700 5323733 24362073 3217622 1805378 707138 129852368 0.07000 0.57000 0.36000 1 1 1 579834 8066305 8646139 159500 349361074 82251103 267269471 25396825 17833330 7563495 65705 8786087 4562482 4289310 287768415 6438342 F ALTERNATIVE INVESTMENTS 70945000 F 77383342 FEDERAL STUDENT LOANS 10953300 OBLIGATION UNDER INTEREST RATE SWAP 7453402 ANNUITIES PAYABLE 5761585 24168287 X PART III, LINE 4: GONZAGA UNIVERSITY'S ART COLLECTION IS HOUSED IN THE JUNDT ART MUSEUM AND CONSISTS OF APPROXIMATELY 3,500 WORKS WITH AN EMPHASIS ON ORIGINAL PRINTS REPRESENTING SEVEN CENTURIES, FROM OLD MASTERS TO MODERN. IN ADDITION TO THE COLLECTION OF ORIGINAL PRINTS, THE MUSEUM ALSO COLLECTS CERAMICS, PAINTINGS, DRAWINGS, SCULPTURE, PHOTOGRAPHS, TEXTILES, AND ASSORTED MIXED-MEDIA WORKS, WITH A CONCENTRATION IN REGIONAL ARTISTS. THE COLLECTION OF THE JUNDT ART MUSEUM SERVES GONZAGA UNIVERSITY'S EXEMPT PURPOSE BY ENGAGING IN THE HUMANISTIC, CATHOLIC, AND JESUIT MISSION OF THE UNIVERSITY. BY EXHIBITING THEMED SHOWS THAT EXAMINE OUR CATHOLIC BELIEFS AND EXAMINE ETHICAL, RELIGIOUS, PHILOSOPHICAL, AND SOCIOLOGICAL VIEWS THROUGH THE VISUAL ARTS, WE PRESENT OUR CAMPUS COMMUNITY AS WELL AS OUR LARGER, SPOKANE COMMUNITY, A FORUM FOR THOUGHT AND CONVERSATION IN THESE TOPICS. FURTHERMORE, WE HAVE A TRADITION OF EXPLORING DIVERSITY THROUGH OUR EXHIBITS AND ENGAGING PEOPLE THROUGHOUT THE GONZAGA UNIVERSITY COMMUNITY IN THE REFLECTION ON THOSE TOPICS PART IV, LINE 2B: GONZAGA UNIVERSITY AND THE GONZAGA LAW SCHOOL FOUNDATION (THE "FOUNDATION") EACH HAS SUBSTANTIAL ENDOWMENT FUNDS AND OTHER ASSETS THAT IT INVESTS AND HAVE POOLED THEIR INVESTMENTS AND OTHER ASSETS AND CENTRALIZED CERTAIN ACCOUNTING AND ADMINISTRATIVE FUNCTIONS SO AS TO ENABLE THE FOUNDATION TO BENEFIT FROM THE EXPANDED PROCESSES, EXPERTISE, INVESTMENT PRODUCT AVAILABILITY AND COST REDUCTIONS OF GONZAGA. GONZAGA'S ENDOWMENT IS SUBSTANTIALLY LARGER THAN THE FOUNDATION'S ENDOWMENT, WITH ACCESS TO A MORE DIVERSIFIED CLASS OF INVESTMENT ASSETS AND STRATEGIES THAN IS CURRENTLY AVAILABLE TO THE FOUNDATION AND MORE PERSONNEL TO MANAGE TO ITS INVESTMENT PROCESS. IN ADDITION, THE INVESTMENT COMMITTEE OF GONZAGA (THE "INVESTMENT COMMITTEE") AND ITS OUTSIDE CONSULTANT HAVE SIGNIFICANT EXPERIENCE WITH RESPECT TO INVESTMENT MANAGEMENT. THE FOUNDATION USES THE INCOME FROM ITS ENDOWMENT AND OTHER UNRESTRICTED AND TEMPORARILY RESTRICTED NET ASSETS TO HELP FINANCE THE COSTS AND MISSION OF THE GONZAGA UNIVERSITY SCHOOL OF LAW (THE "LAW SCHOOL"), AN AFFILIATE OF GONZAGA, CONSISTENT WITH THE INTENDED PURPOSE (AS APPLICABLE) SET FORTH BY THE RESPECTIVE DONOR AND PURSUANT TO THE POLICIES OF THE LAW SCHOOL AND THE FOUNDATION. PART V, LINE 4: THE INTENDED USES OF THE ORGANIZATIONS ENDOWMENT FUNDS ARE PRIMARILY SCHOLARSHIPS AND PROFESSORSHIPS. PART X, LINE 2: THE INTERNAL REVENUE SERVICE (IRS) HAS RECOGNIZED THE CORPORATION AND FOUNDATION AS EXEMPT FROM TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT TO THE EXTENT OF UNRELATED BUSINESS INCOME UNDER SECTIONS 511 THROUGH 515. UNRELATED BUSINESS INCOME TAX, IF ANY, IS IMMATERIAL AND, THEREFORE, THE CONSOLIDATED FINANCIAL STATEMENTS DO NOT INCLUDE A PROVISION FOR FEDERAL INCOME TAX. AS OF MAY 31, 2015 AND 2014, THE UNIVERSITY HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THE UNIVERSITY MAY BE SUBJECT TO ROUTINE AUDIT BY THE IRS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE UNIVERSITY'S MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR YEARS PRIOR TO 2011. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 ALL UNIVERSITY CATALOGS, ADMISSION APPLICATIONS AND FINANCIAL AID BROCHURES CONTAIN STATEMENTS OF NON-DISCRIMINATORY POLICIES. THESE DOCUMENTS ARE AVAILABLE BY REQUEST OR BY ACCESSING OUR WEBSITE. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY RECEIVES VARIOUS FEDERAL, STATE, LOCAL AND FOUNDATION GRANTS FOR ACADEMIC ACTIVITIES, RESEARCH, STUDENT FINANCIAL AID, LOAN, AND WORK STUDY PROGRAMS. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES EDUCATION 200792 EAST ASIA AND THE PACIFIC 0 1 PROGRAM SERVICES EDUCATION 47002 EUROPE (INCLUDING ICELAND AND GREENLAND) 2 57 PROGRAM SERVICES EDUCATION 6191930 NORTH AMERICA (CANADA AND MEXICO) 0 52 PROGRAM SERVICES EDUCATION 758169 SOUTH AMERICA 0 1 PROGRAM SERVICES EDUCATION 202848 SUB-SAHARAN AFRICA 0 17 PROGRAM SERVICES EDUCATION 304712 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 7174346 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 49000 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 GRANTMAKING 72270 2 128 0 0 2 128 14928799 72270 15001069 SUB-SAHARAN AFRICA SUPPORT LIBRARY AND CHURCH HALL PROJECTS 10000 WIRE TRANSFER 0 SUB-SAHARAN AFRICA SUPPORT CONSTRUCTION OF TENNIS COURTS AT A SCHOOL 25000 WIRE TRANSFER 0 SUB-SAHARAN AFRICA LIBRARY BOOKS FOR LITERACY PROJECT IN ZAMBIA 14000 CHECK 0 1 2 SCHOLARSHIPS FOR TUITION EUROPE (INCLUDING ICELAND AND GREENLAND) 14 46900 TUITION DISCOUNT CREDITED TO STUDENT ACCOUNT GRANTS-IN-AID FOR TUITION EUROPE (INCLUDING ICELAND AND GREENLAND) 5 13350 TUITION DISCOUNT CREDITED TO STUDENT ACCOUNT WAIVERS FOR TUITION EUROPE (INCLUDING ICELAND AND GREENLAND) 1 12020 TUITION DISCOUNT CREDITED TO STUDENT ACCOUNT 1 0 1 1 1 0 PART I, LINE 2: STUDENTS RECEIVING SCHOLARSHIPS AND FELLOWSHIPS ARE JUDGED WORTHY BY THE INSTITUTION'S ASSESSMENT ON THE BASIS OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. THE UNIVERSITY DETERMINES WHO QUALIFIES FOR LOANS BASED ON ANALYSIS BY THE FINANCIAL AID OFFICE. LOANS ARE AWARDED AS PART OF A PACKAGE CONSISTING OF FEDERAL GRANTS, FEDERAL AND UNIVERSITY LOANS, FEDERAL WORK-STUDY AND UNIVERSITY SCHOLARSHIPS. IN ALL CASES, THOSE WHO RECEIVE LOANS HAVE DEMONSTRATED FINANCIAL NEED AND HAVE COMPLETED A FEDERAL FINANCIAL AID APPLICATION FORM. THE AMOUNTS RECEIVED ARE ADDED TO THE STUDENT'S ACCOUNT TO OFFSET THE COST OF TUITION AND FEES. GOLF TOURNAMENT 52210 1800 50410 1625 10549 10972 2128 ANTHONY'S SCHOLARSHIP DINNER & AUCT 38743 26078 12665 1016 2861 90953 27878 63075 1625 10549 11988 4989 29151 33924 1 DOWNTOWN SPOKANE VENTURES ASSOCIATION UNIVERSITY DISTRICT 10 N POST STREET SUITE 400 SPOKANE WA 99201 911973749 501(C)3 27500 0 SUPPORT FOR UNIVERSITY DISTRICT FULCRUM FOUNDATION 710 NINTH AVENUE SEATTLE WA 98104 161616262 501(C)3 7280 0 CELEBRATION OF LIGHT GALA NAACP SPOKANE WA BRANCH #1137 PO BOX 18968 SPOKANE WA 99228 131084135 501(C)3 5600 0 SPONSOR NAACP FREEDOM FUND AWARDS BANQUET, AFRICAN AMERICAN HISTORY MONTH CE SEEL-SPOKANE 330 E BOONE AVE SPOKANE WA 992021710 912010814 501(C)3 6000 0 GENERAL SUPPORT OF PROGRAM CATHOLIC CHARITIES OF SPOKANE PO BOX 2253 SPOKANE WA 992102253 910569880 501(C)3 6700 0 GENERAL SUPPORT OF PROGRAM, CATHOLIC CHARITIES GALA SPOKANE ISLAMIC CENTER PO BOX 9698 SPOKANE WA 992060698 911580585 501(C)3 15000 0 HELP IN THE CONSTRUCTION OF A MOSQUE GONZAGA PREPARATORY SCHOOL 1224 EAST EUCLID AVE SPOKANE WA 99207 910639299 501(C)3 0 20000 BOOK TUITION CREDITS HELP IN THE EDUCATION OF STUDENTS NAZARETH GUILD PO BOX 1453 SPOKANE WA 99210 453962529 501(C)3 0 25000 ORIGINAL COST PAYMENT TO EVENT CATERER HELP SUPPORT CELEBRATION OF LIGHT GALA 8 0 COLLEGE WORK STUDY 362 282392 SCHOLARSHIPS FOR TUITION 6949 45764968 GRANTS-IN-AID FOR TUITION 3536 26618218 WAIVERS FOR TUITION 462 6258483 DISCOUNTS FOR TUITION 276 1137780 PART I, LINE 2: STUDENTS RECEIVING SCHOLARSHIPS AND FELLOWSHIPS ARE JUDGED WORTHY BY THE INSTITUTION'S ASSESSMENT, THE BASIS OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. THE UNIVERSITY DETERMINES WHO QUALIFIES FOR LOANS BASED ON ANALYSIS BY THE FINANCIAL AID OFFICE. LOANS ARE AWARDED AS PART OF A PACKAGE CONSISTING OF FEDERAL GRANTS, FEDERAL AND UNIVERSITY LOANS, FEDERAL WORK-STUDY AND UNIVERSITY SCHOLARSHIPS. IN ALL CASES, THOSE WHO RECEIVE LOANS HAVE DEMONSTRATED FINANCIAL NEED AND HAVE COMPLETED A FEDERAL FINANCIAL AID APPLICATION FORM. THE AMOUNTS RECEIVED ARE ADDED TO THE STUDENT'S ACCOUNT TO OFFSET THE COST OF TUITION AND FEES. X X X 1 1 X X X 0 1 0 0 0 0 0 1 0 MCCULLOH THAYNE M PRESIDENT 306916 0 87578 0 29421 0 22100 0 22987 0 469002 0 0 0 MARTIN EARL F EXECUTIVE VICE PRESIDENT 234804 0 20000 0 32013 0 22100 0 22615 0 331532 0 0 0 KILLEN PATRICIA O ACADEMIC VICE PRESIDENT 230046 0 20000 0 36868 0 22100 0 10943 0 319957 0 0 0 MURPHY CHARLES J VICE PRESIDENT FOR FINANCE 219863 0 0 0 15147 0 20148 0 15530 0 270688 0 0 0 POSS JOSEPH R VP FOR UNIVERSITY ADVANCEMENT 172624 0 35000 0 11542 0 19092 0 19510 0 257768 0 0 0 BIGGS GARBUIO JUDITH VP FOR STUDENT DEVELOPMENT 155182 0 10784 0 14983 0 7147 0 12665 0 200761 0 0 0 ROTH MICHAEL ATHLETIC DIRECTOR 271785 0 50000 0 54302 0 22100 0 7900 0 406087 0 0 0 MCGUIRE MAUREEN CORPORATION COUNCIL/SECRETARY 152111 0 12000 0 30764 0 15134 0 7408 0 217417 0 0 0 STANFIELD MARGOT SR. VP OF PRINCIPAL GIFTS 140554 0 0 0 27532 0 14225 0 5168 0 187479 0 0 0 FEW MARK MEN'S BASKETBALL HEAD COACH 1260341 0 145788 0 180267 0 22100 0 20587 0 1629083 0 0 0 KORN JANE DEAN, LAW SCHOOL 245395 0 3000 0 16705 0 22100 0 13195 0 300395 0 0 0 SILLIMAN STEPHEN DEAN, SCHOOL OF ENGINEERING AND APPL 210215 0 0 0 13621 0 19621 0 23044 0 266501 0 0 0 BURKE PATRICK DEAN, FLORENCE 201982 0 0 0 14481 0 18182 0 7911 0 242556 0 0 0 LLOYD THOMAS C MEN'S BASKETBALL ASSISTANT COACH 173445 0 5000 0 38304 0 18130 0 20524 0 255403 0 0 0 PART I, LINE 1A CHARTER AIR TRAVEL IS PROVIDED TO THE MEN'S AND WOMEN'S BASKETBALL TEAMS. COACHES AND ATHLETIC ADMINISTRATORS ARE ALLOWED TO FLY WITH THE TEAM FOR OUT OF TOWN GAMES. LISTED PEOPLE ARE THAYNE MCCULLOH, MICHAEL ROTH, MARK FEW, AND THOMAS LLOYD. THIS BENEFIT IS NOT TAXABLE COMPENSATION. MEMBERSHIP DUES TO SOCIAL CLUBS ARE PAID BY THE UNIVERSITY WITH THE PERSONAL USE OF THE MEMBERSHIP PLACED ON THE W-2 WITH APPROPRIATE TAXES WITHHELD. LISTED PEOPLE ARE MICHAEL ROTH AND MARK FEW. HOUSING FACILITIES AT JESUIT HOUSE ARE PROVIDED TO ALL JESUITS AT GONZAGA UNIVERSITY (RENT FREE) INCLUDING THOSE THAT ARE OFFICERS AND TRUSTEES. LISTED PEOPLE ARE FR. TIM CLANCY, FR. STEPHEN KUDER, FR. FRANK CASE, AND FR. JAMES VOISS. PART I, LINE 4B MARK FEW - PAYMENT OF $100,000 TOTAL BENEFIT - $1,000,000 PAID IN THE FORM OF CASH ACCORDING TO THE SCHEDULE BELOW: VESTED DATE AMOUNT VESTED PAYMENT DATE 5/31/10 $500,000 6/15/10 5/31/11 $100,000 6/15/11 5/31/12 $100,000 6/15/12 5/31/13 $100,000 6/15/13 5/31/14 $100,000 6/15/14 5/31/15 $100,000 6/15/15 FORFEITURE UNVESTED AMOUNTS SHALL BE FORFEITED UPON EITHER A) FOR CAUSE TERMINATION FOR FEW BY GONZAGA OR B) VOLUNTARY TERMINATION BY FEW. PART I, LINE 7 THAYNE MCCULLOH, EARL MARTIN, PATRICIA KILLEN, JOSEPH POSS, MICHAEL ROTH, JUDITH BIGGS-GARBUIO, MAUREEN MCGUIRE, MARK FEW, JANE KORN, AND THOMAS LLOYD RECEIVED BONUS PAYMENTS THAT CAN BE DEFINED AS NON-FIXED PAYMENTS. IT IS AT THE DISCRETION OF THE PRESIDENT OR THE TRUSTEES THAT THESE ARE AWARDED AND ARE BASED UPON ACCOMPLISHMENT OF KEY DEPARTMENTAL OBJECTIVES. ADDITIONAL INFORMATION THE JESUITS LISTED ON FORM 990 PART VII ARE MEMBERS OF A RELIGIOUS CONGREGATION AND ARE SUBJECT TO A VOW OF POVERTY. COMPENSATION FOR THEIR SERVICES ARE PAID TO THE RELIGIOUS CONGREGATION OF WHICH THEY ARE MEMBERS. A WA HIGHER ED FACILITIES AUTHORITY SERIES 2010A 911306482 939781H78 2010-01-07 43655830 SEE BELOW 0 0 0 B WA HIGHER ED FACILITIES AUTHORITY SERIES 2009B 911306482 939781E71 2009-10-01 56059066 SEE BELOW 0 0 0 C WA HIGHER ED FACILITIES AUTHORITY SERIES 2009A 911306482 939781C73 2009-03-30 39276504 SEE BELOW 0 0 0 D WA HIGHER EDUCATION FACILITIES AUTHORITY 911306482 2012-08-07 10625000 SEE BELOW 0 0 0 A 15250000 43668545 3385896 510608 39412186 2010 1 0 1 1 B 2755000 56064514 5616940 843199 49610000 2009 1 0 1 1 C 5350000 39435989 3935204 1121533 785572 21951536 11600010 2011 1 0 1 1 D 380000 10625000 212500 10412500 2013 0 0 1 1 A 0 0 1 1 0 0.00400 0.00000 0.00400 0 0 1 B 0 0 1 1 0 0.00550 0.00000 0.00550 0 0 1 C 0 1 1 1 0 0.00100 0.00000 0.00100 0 0 1 D 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 0 0 1 0 0 0 0 1 D 0 1 0 0 1 0 0 0 1 A 1 B 1 C 1 D 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: WA HIGHER ED FACILITIES AUTHORITY SERIES 2010A DATE THE REBATE COMPUTATION WAS PERFORMED: 03/19/2015 ISSUER NAME: WA HIGHER ED FACILITIES AUTHORITY SERIES 2009B DATE THE REBATE COMPUTATION WAS PERFORMED: 12/18/2014 ISSUER NAME: WA HIGHER ED FACILITIES AUTHORITY SERIES 2009A DATE THE REBATE COMPUTATION WAS PERFORMED: 04/23/2014 SCHEDULE K, PART II, LINE 3 THE DIFFERENCE BETWEEN THE LISTED ISSUE PRICES ON PART I, COLUMN (E) AND THE TOTAL PROCEEDS OF ISSUE LISTED ON PART II, LINE 3 ARE DUE TO INVESTMENT EARNINGS. PART I COLUMN (F) BOND A - REFUND BONDS ISSUED 5/31/2007 AND OTHER DEBT, SWAP TERMINATION BOND B - REFUND BONDS ISSUED 9/10/2008 AND SWAP TERMINATION PAYMENT BOND C - REFUND BONDS ISSUED 7/17/2007,CONSTRUCT BUILDINGS & STRUCTURES BOND D - CONSTRUCT BUILDINGS & STRUCTURES BOND E - CONSTRUCT BUILDINGS & STRUCTURES A WA HIGHER EDUCATION FACILITIES AUTHORITY 911306482 939781R77 2013-12-20 32607960 SEE BELOW 0 0 0 A 32644455 425204 2218563 342493 29658195 0 0 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 16200 TUITION WAIVER STUDENT AID 139500 MERIT SCHOLARSHIPS STUDENT AID 1630 NEED-BASED GRANT STUDENT AID 34971 ATHLETIC SCHOLARSHIP STUDENT AID JOHN BARNARD CHILD OF TIMOTHY BARNARD, TRUSTEE 77267 COMPENSATION 0 JULIE MCCULLOH SPOUSE OF THAYNE MCCULLOH, OFFICER 120403 COMPENSATION 0 MICHAEL POUTIATINE BROTHER-IN-LAW OF PETER STANTON, TRUSTEE 15000 COMPENSATION 0 ROBERT TOMLINSON JR CHILD OF ROBERT TOMLINSON, TRUSTEE 89014 COMPENSATION 0 X 5 79360 APPRAISAL X 122 COST OF SIMILAR ITEMS X 450 COST OF SIMILAR ITEMS X 58 2931503 SELLING PRICE X 1 300000 APPRAISAL X 13 27119 COST OF SIMILAR ITEMS X EQUIP & SUPPLIES 25 106543 APPRAISAL & COST OF 1 0 1 0 PART I, COLUMN (B): THE UNIVERSITY HAS REPORTED ON THE NUMBER OF DONOR CONTRIBUTIONS, NOT THE NUMBER OF EACH ITEM RECEIVED. FORM 990; PART III LINE 1 GONZAGA UNIVERSITY IS AN EXEMPLARY LEARNING COMMUNITY THAT EDUCATES STUDENTS FOR LIVES OF LEADERSHIP AND SERVICE FOR THE COMMON GOOD. IN KEEPING WITH ITS CATHOLIC, JESUIT, AND HUMANISTIC HERITAGE AND IDENTITY, GONZAGA MODELS AND EXPECTS EXCELLENCE IN ACADEMIC AND PROFESSIONAL PURSUITS AND INTENTIONALLY DEVELOPS THE WHOLE PERSON INTELLECTUALLY, SPIRITUALLY, PHYSICALLY, AND EMOTIONALLY. THROUGH ENGAGEMENT WITH KNOWLEDGE, WISDOM, AND QUESTIONS INFORMED BY CLASSICAL AND CONTEMPORARY PERSPECTIVES, GONZAGA CULTIVATES IN ITS STUDENTS THE CAPACITIES AND DISPOSITIONS FOR REFLECTIVE AND CRITICAL THOUGHT, LIFELONG LEARNING, SPIRITUAL GROWTH, ETHICAL DISCERNMENT, CREATIVITY, AND INNOVATION. THE GONZAGA EXPERIENCE FOSTERS A MATURE COMMITMENT TO DIGNITY OF THE HUMAN PERSON, SOCIAL JUSTICE, DIVERSITY, INTERCULTURAL COMPETENCE, GLOBAL ENGAGEMENT, SOLIDARITY WITH THE POOR AND VULNERABLE, AND CARE FOR THE PLANET. GRATEFUL TO GOD, THE GONZAGA COMMUNITY CARRIES OUT THIS MISSION WITH RESPONSIBLE STEWARDSHIP OF OUR PHYSICAL, FINANCIAL, AND HUMAN RESOURCES. FORM 990, PART VI, SECTION A, LINE 2 - FRED BROWN, PAUL BRAJCICH, JOHN LUGER, DON NELLES, JIM POWERS, JACK MCCANN, PHILIP MCCARTHEY, AND CARL GRETHER HAVE A BUSINESS RELATIONSHIP. - PETER STANTON, JOHN LUGER AND JOHN HEMMINGSON HAVE A BUSINESS RELATIONSHIP. - ROBERT TOMLINSON AND JOHN HEMMINGSON HAVE A BUSINESS RELATIONSHIP. - PHILIP MCCARTHEY AND THOMAS MCCARTHEY HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 AMENDED BYLAWS - THE OFFICERS OF THE CORPORATION WERE REVISED TO INCLUDE THE PRESIDENT, ACADEMIC VICE PRESIDENT, TREASURER AND SECRETARY. AMENDMENTS TO THE BYLAWS OR ARTICLES OF INCORPORATION ARE SUBJECT TO APPROVAL OF TWO-THIRDS MAJORITY OF THE BOARD OF MEMBERS AND THE BOARD OF TRUSTEES. CERTAIN TRANSACTIONS HAVING A VALUE IN EXCESS OF $15 MILLION REQUIRE APPROVAL OF A QUORUM OF BOTH THE BOARD OF MEMBERS AND THE BOARD OF TRUSTEES. THERE MUST BE AT LEAST 10 AND NO MORE THAN 36 TRUSTEES OF WHICH 22% MUST BE MEMBERS OF THE SOCIETY OF JESUS. FORM 990, PART VI, SECTION A, LINE 6 THERE SHALL BE SEVEN TO NINE MEMBERS OF THE CORPORATION. MEMBERSHIP IS RESTRICTED TO JESUITS WHO ARE ACTIVE IN, AND MISSIONED TO, THE UNIVERSITY, AS DECIDED BY THE RECTOR OF THE GONZAGA JESUIT COMMUNITY. THREE MEMBERS SHALL BE ELECTED BY MAJORITY VOTE OF ALL JESUITS ACTIVE IN AND MISSIONED TO, THE UNIVERSITY AS DECIDED BY THE RECTOR. THESE MEMBERS WILL SERVE STAGGERED THREE-YEAR TERMS AND SHALL BE ELIGIBLE FOR RE-ELECTION. THE BOARD OF MEMBERS WILL ELECT FOUR TO SIX ADDITIONAL MEMBERS FROM THE POOL OF JESUITS ACTIVE IN THE UNIVERSITY, AS THEY JUDGE NECESSARY, FOR RENEWABLE THREE-YEAR TERMS. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN TRANSACTIONS INVOLVING CORPORATE ASSETS, PURCHASES AND CAPITAL EXPENDITURES IN EXCESS OF $15 MILLION SHALL BE SUBJECT TO MUTUAL APPROVAL BY A QUORUM OF BOTH THE BOARD OF MEMBERS AND THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11 THE INITIAL DRAFT OF THE 990 IS REVIEWED BY THE STAFF OF THE CONTROLLER'S OFFICE AS WELL AS THE VICE PRESIDENT FOR FINANCE, THE ASSOCIATE VICE PRESIDENT FOR FINANCE, AND THE PRESIDENT. THE SUBSEQUENT DRAFT OF THE 990 IS GIVEN TO THE UNIVERSITY'S AUDIT COMMITTEE FOR REVIEW AND COMMENT. AFTER THIS REVIEW, ALL BOARD OF TRUSTEES RECEIVE THE FINAL DRAFT OF THE FORM 990 FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST QUESTIONNAIRE MUST BE COMPLETED ANNUALLY AND MUST BE KEPT CURRENT. THE QUESTIONNAIRES ARE SUBMITTED TO THE UNIVERSITY'S GENERAL COUNSEL. ANY CONFLICTS OR POTENTIAL CONFLICTS ARE SHARED WITH THE CHAIR OF THE AUDIT COMMITTEE AND THE VICE PRESIDENT FOR FINANCE. THE CHAIR OF THE AUDIT COMMITTEE DETERMINES WHETHER THE INFORMATION SO DISCLOSED WILL BE REVIEWED BY THE AUDIT COMMITTEE OR, IF NECESSARY, REVIEWED BY THE CHAIR OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 EACH FISCAL YEAR, THE SALARIES OF THE PRESIDENT AND OFFICERS OR KEY EMPLOYEES OF THE UNIVERSITY ARE REVIEWED. THIS REVIEW INCLUDES A SALARY BENCHMARKING PROCESS CONDUCTED BY YAFFE & COMPANY, REVIEW AND APPROVAL BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, AND (IN THE CASE OF THE PRESIDENT) REVIEW AND APPROVAL BY THE BOARD OF TRUSTEES. YAFFE & COMPANY USE THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION ANNUAL SALARY SURVEY AND/OR SIMILAR SURVEYS IN COMPARISON WITH PEER INSTITUTIONS TO BENCHMARK THE SALARIES OF THESE INDIVIDUALS. FORM 990, PART VI, SECTION C, LINE 19 GONZAGA UNIVERSITY MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAP -579,878. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 456,332. GONZAGA LAW SCHOOL FOUNDATION PO BOX 3528 SPOKANE WA 992203528 237052227 PROVIDE REVENUE TO THE LAW SCHOOL WA 501(C)(3) LINE 11C, III-FI N/A 1 GONZAGA UNIVERSITY TELECOMMUNICATIONS ASSOCIATION C/O ROBERT LYONS SJ 502 E BOONE AVE SPOKANE WA 99258 911709892 EDUCATION ITFS TELEVISION & FM RADIO BROADCASTING WA 501(C)(3) LINE 11A, I N/A 1 CHARITABLE REMAINDER TRUST (9) 502 E BOONE SPOKANE WA 99258 CHARITABLE TRUST WA T 0 CHARITABLE LEAD TRUST (1) 502 E BOONE SPOKANE WA 99258 CHARITABLE TRUST WA T 0 POOLED CHARITABLE ANNUITY TRUST (2) 502 E BOONE SPOKANE WA 99258 CHARITABLE TRUST WA T 0 GONZAGA IMMOBILIARE SRL VIA G LA PIRA 11/13 FIRENZA IT 50121 LEASING EDUCATION BUILDING IT GONZAGA UNIVERSITY C 350140 5155890 1.00000 1 0 0 1 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 GONZAGA LAW SCHOOL FOUNDATION L 426260 FMV IMMOBILIARE GONZAGA SRL K 287000 FMV GONZAGA LAW SCHOOL FOUNDATION C 710648 FMV