2014-05-14T15:01:47-05:00 2013-06-30 990 2012-07-01 910567740 BOARD OF TRUSTEES OF WHITMAN COLLEGE BOAR 5095275411 345 Boyer Ave Walla Walla WA 993622067 PETER HARVEY 2014-05-14 2012 2015-11-30 17:44:51Z GEORGE BRIDGES 345 Boyer Ave Walla Walla WA 99362 196079699 false X WWW.WHITMAN.EDU X 1859 WA THE MISSION OF WHITMAN COLLEGE IS TO PROVIDE AN EXCELLENT, WELL-ROUNDED LIBERAL ARTS AND SCIENCES UNDERGRADUATE EDUCATION. 18 17 1944 910 -329357 -363467 15053498 15233571 72885799 72407124 -3245774 58109895 1590849 4634928 86284372 150385518 23418588 22367267 0 0 39954316 43924466 0 0 2751761 26740946 28112119 90113850 94403852 -3829478 55981666 596130319 646767477 104574191 99229683 491556128 547537794 THE MISSION OF WHITMAN COLLEGE IS TO PROVIDE AN EXCELLENT, WELL-ROUNDED LIBERAL ARTS AND SCIENCES UNDERGRADUATE EDUCATION. false false 47923611 65944520 ACADEMIC INSTRUCTION, SUPPORT AND OTHER PROGRAMS: 1,470 FULL TIME EQUIVALENT STUDENTS, 371 GRADUATES 22367267 22367267 INSTITUTIONAL FINANCIAL AID 1,241 STUDENTS RECEIVING INSTRUCTIONAL SCHOLARSHIPS, 711 STUDENTS RECEIVING FEDERAL LOANS OR GRANTS 12908654 9446525 AUXILIARY ENTERPRISES: 787 STUDENTS IN COLLEGE-PROVIDED HOUSING, 720 STUDENTS IN COLLEGE-PROVIDED BOARD PLANS 83199532 true true false true false false true false true true true false false true true false true true false true false true false false false false false true true true false false false false false false true false true false true true false false false true true true false false true 2866 0 true 1944 true true true false false false false false false false false false X 18 17 true false false false false false false true true false false true true true true true true true true false OR WA X X Walter Froese Controller 5095275411 345 Boyer Ave Walla Walla WA 99362 NANCY B SERRURIER 1.00 2.00 X X 0 0 0 PETER H VAN OPPEN 1.00 2.00 X X 0 0 0 ANDREW U FERRARI 1.00 1.00 X 0 0 0 BRADLEY M MCMURCHIE 1.00 1.00 X 0 0 0 DAVID NIERENBERG 1.00 1.00 X 0 0 0 DEAN ALLEN NICHOLS 1.00 1.00 X 0 0 0 JAMES R MOORE 1.00 1.00 X 0 0 0 JANICE M ABRAHAM 1.00 1.00 X 0 0 0 JOHN C COLEMAN 1.00 1.00 X 0 0 0 JOHN W STANTON 1.00 1.00 X 0 0 0 KAREN E GLOVER 1.00 1.00 X 0 0 0 MEGAN FERGUSON CLUBB 1.00 1.00 X 0 0 0 MEGAN MEDICA 1.00 1.00 X 0 0 0 RYAN C CROCKER 1.00 1.00 X 0 0 0 SARAH O WANG 1.00 1.00 X 0 0 0 THOMAS H MCCRACKEN 1.00 1.00 X 0 0 0 WALTER C MINNICK 1.00 1.00 X 0 0 0 WILLIAM G WAY 1.00 1.00 X 0 0 0 GEORGE S BRIDGES 40.00 X 335878 0 141825 PETER HARVEY 40.00 2.00 X 206364 0 31458 CHARLES E CLEVELAND 40.00 X 160229 0 34606 DAN M TERRIO 40.00 X 151005 0 23268 JOHN W BOGLEY 40.00 X 184320 0 82715 TIMOTHY V KAUFMAN-OSBORN 40.00 X 178606 0 35080 DAVID F SCHMITZ 40.00 X 145617 0 49366 J ANTONIO CABASCO 40.00 X 121845 0 33715 PATRICK KEEF 40.00 X 132444 0 22965 PAUL H YANCEY 40.00 X 148033 0 23635 ROBERT J CARSON 40.00 X 144126 0 24162 1908467 0 502795 26 false true false BON APPETIT P O BOX 417632 BOSTON MA 02241 FOOD SERVICES 4069912 S & K MOUNTAIN CONSTRUCTION INC 822 W MAIN STREET C WALLA WALLA WA 99362 CONSTRUCTION 1185192 OPP & SIEBOLD GENERAL CONSTRUCTION 1220 WEST POPLAR WALLA WALLA WA 99362 CONSTRUCTION 794617 RUFFALOCODY LLC P O BOX 3018 CEDAR RAPIDS IA 524063018 ENROLLMENT MANAGEMENT SERVICES 247200 WALLA WALLA ELECTRIC 1225 W POPLAR WALLA WALLA WA 99362 ELECTRICAL WORK 240888 9 462255 849633 13921683 6774673 15233571 STUDENT TUITION & FEES 611310 62960599 62960599 HOUSING & MEAL SERVICES 611310 8307650 8307650 BOOKSTORE 451211 1138875 1138875 0 0 0 0 0 0 72407124 1490325 -335649 1825974 0 0 3233856 1589141 1644715 0 1644715 1644715 100715469 44095899 56619570 0 56619570 56619570 0 0 15433 9141 6292 6292 0 0 0 2983921 2983921 0 0 2983921 150385518 75391045 -329357 60090259 0 20838150 20838150 1529117 1529117 0 1390700 569150 619950 201600 0 30594425 26006647 3245415 1342363 2649529 2201441 314620 133468 7146830 5938158 848655 360017 2142982 1780561 254470 107951 0 36663 24663 6000 6000 107044 81044 13000 13000 8944 8944 0 0 8712574 6985756 1542498 184320 0 0 0 0 1978525 1879599 89033 9893 3330365 2766154 361529 202682 0 0 2194688 2084954 98761 10973 0 6109446 5803974 274925 30547 0 COMMUNICATIONS 1127556 712750 281204 133602 SUPPLIES 4974646 4465746 493555 15345 PAUL GARRETT EXPENSES -198870 -198870 21ST CENTURY TRUST EXPENES -269462 -269462 0 0 0 0 94403852 83199532 8452559 2751761 0 725799 846394 14871141 19842681 20834357 19552225 259614 262909 0 0 495737 545610 446580 300365 205820027 63139341 145216255 142680686 193437772 188464342 215726884 270100694 3146936 3045693 969244 1125878 596130319 646767477 6719486 6677297 3414077 3433517 1397884 1550479 57689801 57030977 0 1461685 1062193 33891258 29475220 104574191 99229683 X 202420871 226401053 151740583 172771380 137394674 148365361 491556128 547537794 596130319 646767477 55981666 0 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 3919 true 5025 false false 8944 false Description of the activities reported on Lines 1a through 1i Schedule C, Part II-B, Line 1 THE AMOUNT OF $3,919 IS THE PORTION OF INDEPENDENT COLLEGES OF WASHINGTON FEES/DUES ALLOCATED TO LOBBYING. COSTS ALLOCATED TO THE COLLEGE PRESIDENT'S TIME AND TRAVEL COSTS TO MEET WITH STATE AND FEDERAL LEGISLATORS WERE $5,025. 1355031 X X X false 373745231 9015129 49256080 7310481 10163852 414542107 374507651 7129763 8565779 7008868 9449094 373745231 313738735 9042964 66900952 6541015 8633985 374507651 278739032 5407786 44766917 6661827 8513173 313738735 365692263 2269450 -72802811 6010593 10409277 278739032 0.31000 0.36000 0.33000 false false 11506276 6704580 18210856 9018749 170451043 58894262 120575530 0 6784348 4245079 2539269 1355031 1355031 142680686 0 0 ALTERNATIVE INVESTMENTS 243096987 F COMMINGLED TRUSTS 35488867 F INVESTMENT SHARES BELONGING TO RELATED ENTITIES -8485160 F 270100694 0 INTEREST RATE EXCHANGE AGREEMENTS 10660000 SPLIT INTEREST AGREEMENTS 9129187 POST-RETIREMENT BENEFITS 5332729 DEFERRED COMPENSATION 1125878 ASSET RETIREMENT OBLIGATION 793636 MED/DENTAL INSURANCE TERMINAL LIABILITY 879056 SALARY CONTINUATION PLAN 1554734 29475220 X Collections of art - description of collections Schedule D, Part III, Line 4 THE COLLEGE HAS COLLECTIONS OF WORKS OF ART AND RARE BOOKS THAT ARE UTILIZED BY THE STUDENTS IN THEIR STUDIES. Intended uses of endowment funds Schedule D, Part V, Line 4 ENDOWMENT FUNDS ARE USED SOLELY TO SUPPORT THE MISSION OF WHITMAN COLLEGE FOR COSTS SUCH AS FINANCIAL AID TO STUDENTS, FACULTY SALARIES AND TO SUPPORT THE LIBRARY. FIN 48 (ASC 740) footnote Schedule D, Part X, Line 2 MANAGEMENT BELIEVES THEY HAVE NO UNCERTAIN TAX POSITIONS AND IN ADDITION, UNRELATED BUSINESS INCOME TAX, IF ANY, IS IMMATERIAL. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL INCOME TAXES. true true true true true true true false false false false false false false false true false true Racially nondiscriminatory policy Schedule E, Part I, Line 3 THE COLLEGE MAKES ITS POLICY OF NON-DISCRIMINATION KNOWN THROUGH THE COLLEGE WEBSITE, THE ANNUAL CATALOG, AND OTHER MATERIALS. ADDITIONALLY, THE COLLEGE PLACES AN ADVERTISEMENT WHICH DESCRIBES ITS POLICY IN A REGIONAL NEWSPAPER EACH YEAR. Financial aid or assistance from a governmental agency Schedule E, Part I, Line 6a THE COLLEGE RECEIVES FUNDS FROM THE DEPARTMENT OF EDUCATION IN THE FORM OF GRANTS AND LOANS TO BE GIVEN OUT TO WHITMAN STUDENTS. THE COLLEGE ALSO RECEIVES FUNDS FROM OTHER FEDERAL AGENCIES IN THE FORM OF GRANTS FOR RESEARCH EQUIPMENT, STUDY, OR OTHER EFFORTS AS STIPULATED IN EACH INDIVIDUAL GRANT. true CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING STUDENT FINANCIAL AID 10250 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING STUDENT FINANCIAL AID 226847 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 GRANTMAKING STUDENT FINANCIAL AID 381274 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING GRANTMAKING 14750 NORTH AMERICA (CANADA & MEXICO ONLY) 0 0 GRANTMAKING STUDENT FINANCIAL AID 8500 SOUTH AMERICA 0 0 GRANTMAKING STUDENT FINANCIAL AID 63075 SOUTH ASIA 0 0 GRANTMAKING STUDENT FINANCIAL AID 50575 SUB-SAHARAN AFRICA 0 0 GRANTMAKING STUDENT FINANCIAL AID 18575 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES OFF CAMPUS STUDIES 35950 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES OFF CAMPUS STUDIES 763063 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES OFF CAMPUS STUDIES 763063 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 PROGRAM SERVICES OFF CAMPUS STUDIES 1009938 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES OFF CAMPUS STUDIES 26500 NORTH AMERICA (CANADA & MEXICO ONLY) 0 0 PROGRAM SERVICES OFF CAMPUS STUDIES 27750 SOUTH AMERICA 0 0 PROGRAM SERVICES OFF CAMPUS STUDIES 129975 SOUTH ASIA 0 0 PROGRAM SERVICES OFF CAMPUS STUDIES 83899 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES OFF CAMPUS STUDIES 63900 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES FACULTY TRAVEL 4826 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES FACULTY TRAVEL 156015 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 PROGRAM SERVICES FACULTY TRAVEL 97733 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES FACULTY TRAVEL 7753 NORTH AMERICA (CANADA & MEXICO ONLY) 0 0 PROGRAM SERVICES FACULTY TRAVEL 17421 SOUTH AMERICA 0 0 PROGRAM SERVICES FACULTY TRAVEL 8598 SOUTH ASIA 0 0 PROGRAM SERVICES FACULTY TRAVEL 2263 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES FACULTY TRAVEL 17333 CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 117234072 EUROPE (INCLUDING ICELAND AND GREENLAND) INVESTMENTS 4832000 0 0 126055898 STUDENT FINANCIAL AID CENTRAL AMERICA AND THE CARIBBEAN 2 10250 WIRE TRANSFER AND CHECK STUDENT FINANCIAL AID EAST ASIA AND THE PACIFIC 42 226847 WIRE TRANSFER AND CHECK STUDENT FINANCIAL AID EUROPE (INCLUDING ICELAND AND GREENLAND) 59 381274 WIRE TRANSFER AND CHECK STUDENT FINANCIAL AID MIDDLE EAST AND NORTH AFRICA 2 14750 CHECK AND WIRE TRANSFER STUDENT FINANCIAL AID NORTH AMERICA (CANADA & MEXICO ONLY) 2 8500 CHECK AND WIRE TRANSFER STUDENT FINANCIAL AID SOUTH AMERICA 8 63075 CHECK AND WIRE TRANSFER STUDENT FINANCIAL AID SOUTH ASIA 5 50575 CHECK AND WIRE TRANSFER STUDENT FINANCIAL AID SUB-SAHARAN AFRICA 4 18575 CHECK AND WIRE TRANSFER true false false false true false Procedures for monitoring use of grant funds Schedule F, Part I, Line 2 THE GRANTMAKING ACTIVITIES SHOWN IN PARTS I AND III INVOLVE COLLEGE FINANCIAL AID FUNDS DELIVERED TO ENROLLED STUDENTS' INDIVIDUAL ACCOUNTS. THE AID IS TO HELP DEFRAY THE COST OF CERTAIN STUDY PROGRAMS TAKING PLACE IN FOREIGN COUNTRIES. ALL SUCH PROGRAMS ARE CLOSELY VETTED BY THE COLLEGE TO ENSURE THE RECIPIENTS ARE OF HIGH ACADEMIC QUALITY AND FINANCIALLY STABLE. ANY AID DELIVERED TO SUCH STUDENTS IS GOVERNED BY THE PROCESSES OUTLINED IN SCHEDULE E. Method used to account for expenditures on organization's financial statements Schedule F, Part I, Line 3 CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL MIDDLE EAST AND NORTH AFRICA: ACCRUAL NORTH AMERICA (CANADA & MEXICO ONLY): ACCRUAL SOUTH AMERICA: ACCRUAL SOUTH ASIA: ACCRUAL SUB-SAHARAN AFRICA: ACCRUAL Method used to account for grants on organization's financial statements Schedule F, Part III CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL MIDDLE EAST AND NORTH AFRICA: ACCRUAL NORTH AMERICA (CANADA & MEXICO ONLY): ACCRUAL SOUTH AMERICA: ACCRUAL SOUTH ASIA: ACCRUAL SUB-SAHARAN AFRICA: ACCRUAL Method used to account for expenditures on organization's financial statements Schedule F, Part I, Line 3 CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL MIDDLE EAST AND NORTH AFRICA: ACCRUAL NORTH AMERICA (CANADA & MEXICO ONLY): ACCRUAL SOUTH AMERICA: ACCRUAL SOUTH ASIA: ACCRUAL SUB-SAHARAN AFRICA: ACCRUAL Method used to account for grants on organization's financial statements Schedule F, Part III CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL MIDDLE EAST AND NORTH AFRICA: ACCRUAL NORTH AMERICA (CANADA & MEXICO ONLY): ACCRUAL SOUTH AMERICA: ACCRUAL SOUTH ASIA: ACCRUAL SUB-SAHARAN AFRICA: ACCRUAL true INSTITUTIONAL FINANCIAL AID 1241 20838150 Procedures for monitoring use of grant funds Schedule I, Part I, Line 2 THE COLLEGE AWARDS SCHOLARSHIPS USING ESTABLISHED POLICIES ON THE BASIS OF BOTH NEED AND SCHOLARSHIP MERIT. AWARDS TO STUDENTS WITH NEED ARE BASED ON THE STUDENTS' FINANCIAL INFORMATION CONTAINED IN THE FINANCIAL AID PROFILE FILED WITH THE COLLEGE SCHOLARSHIP SERVICES AND THE FREE APPLICATION FOR FINANCIAL AID FILED WITH THE FEDERAL PROCESSOR. ALL AID IS OBJECTIVELY DETERMINED AND AWARDED ON AN EQUAL BASIS TO RECIPIENTS WITH SIMILAR ATTRIBUTES. X X X true true X X X X false true false false false false false false false PETER HARVEY 205633 0 0 0 731 0 20958 0 10500 0 237822 0 0 0 JOHN W BOGLEY 181623 0 0 0 2697 0 19158 0 63557 0 267035 0 0 0 GEORGE S BRIDGES 306917 0 0 0 28961 0 66000 0 75825 0 477703 0 0 0 ROBERT J CARSON 141679 0 0 0 2447 0 14442 0 9720 0 168288 0 0 0 CHARLES E CLEVELAND 157204 0 0 0 3025 0 16545 0 18061 0 194835 0 0 0 PATRICK KEEF 131536 0 0 0 908 0 15045 0 7920 0 155409 0 0 0 TIMOTHY V KAUFMAN-OSBORN 177437 0 0 0 1169 0 18425 0 16655 0 213686 0 0 0 DAVID F SCHMITZ 144747 0 0 0 870 0 14893 0 34473 0 194983 0 0 0 DAN M TERRIO 150791 0 0 0 214 0 15225 0 8043 0 174273 0 0 0 J ANTONIO CABASCO 121671 0 0 0 174 0 12943 0 20772 0 155560 0 0 0 PAUL H YANCEY 146774 0 0 0 1259 0 13883 0 9752 0 171668 0 0 0 Housing allowance or residence for personal use Schedule J, Part I, Line 1a THE COLLEGE PRESIDENT IS REQUIRED, AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE COLLEGE, TO MAINTAIN HIS (HER) PERSONAL RESIDENCE IN A HOUSE PROVIDED BY THE COLLEGE. THIS HOUSE IS LOCATED ON THE EDGE OF THE CAMPUS AND IS NOT CONSIDERED TAXABLE COMPENSATION. Health or social club dues or initiation fees Schedule J, Part I, Line 1a THE COLLEGE PRESIDENT AND THE VICE PRESIDENT OF DEVELOPMENT ARE PROVIDED MEMBERSHIPS IN SOCIAL CLUBS BY THE COLLEGE. THE AMOUNTS PAID FOR DUES ARE INCLUDED IN THEIR W-2'S AS TAXABLE COMPENSATION. Personal services Schedule J, Part I, Line 1a THE PRESIDENT'S PERSONAL RESIDENCE (OWNED BY THE COLLEGE) IS PROVIDED CLEANING SERVICES AND YARD CARE BY THE COLLEGE. THIS IS NOT CONSIDERED TAXABLE COMPENSATION. Supplemental nonqualified retirement plan Schedule J, Part I, Line 4b GEORGE BRIDGES PARTICIPATED IN A 457(F) PLAN DURING THE YEAR. THE COLLEGE MADE PAYMENTS OF $41,000 TO THE PLAN FOR THE 2012 CALENDAR YEAR. PROVIDED THAT HE REMAINS ACTIVELY EMPLOYED WITH THE COLLEGE, THE ACCOUNT BECOMES FULLY VESTED ON THE EARLIER OF (A) HIS SPECIFIED DISTRIBUTION DATE (B) THE DATE ON WHICH HE SEPARATES FROM SERVICE INVOLUNTARILY WITHOUT CAUSE (C) HIS DISABILITY OR (D) HIS DEATH. BENEFITS ARE DISTRIBUTED OVER A PERIOD OF YEARS NOT EXCEEDING THE LIFE EXPECTANCY OF DR. BRIDGES AND HIS BENEFICIARIES AS HE SHALL DESIGNATE AT LEAST TWELVE MONTHS PRIOR TO THE SPECIFIED DISTRIBUTION DATE. A WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY 911306482 939781VM9 2004-11-23 28770000 REFUND A BOND ISSUE FROM 1999 false false false B WASHINGTON HIGHER EDUCATION FACILITIES AUTHORITY 911306482 939781A34 2008-06-10 30395000 FACILITIES CONSTRUCTION false false false A 0 0 28675044 0 0 0 232781 0 0 0 28442263 0 2004 false true true true B 685000 0 30282842 0 0 0 282842 0 0 30000000 0 0 2010 false false true true A false false false false false false 0.00000 0.00000 0.00000 false false 0 false false B false false false false false false 0.00000 0.00000 0.00000 false false 0 false true A true false false false true true JP MORGAN 25.0 false false false 0.0 false false false B true false false false true true BNY MELLON 30.0 false false true AIG MATCHING FUND 3.1 true false false A true B true SCHEDULE K PART II LINE 3 COLUMNS A AND B SCHEDULE K, PART VI THE DIFFERENCE BETWEEN THE PROCEEDS ON PART II LINE 3 AND THE ISSUE PRICE IN PART I COLUMN "E" REPRESENTS THE DISCOUNT AT ISSUANCE STUDENT STUDENT 10500 SCHOLARSHIP COLLEGE ATTENDANCE SHARON KAUFMAN-OSBORN FAMILY MEMBER OF TIMOTHY KAUFMAN-OSBORN, KEY EMPLOYEE 37005 COMPENSATION false PATRICIA SORENSON FAMILY MEMBER OF CHARLES CLEVELAND, KEY EMPLOYEE 35046 COMPENSATION false KARI TUPPER FAMILY MEMBER OF GEORGE BRIDGES, OFFICER 57838 COMPENSATION false X 5 0 MARKET VALUE X 0 MARKET VALUE X 0 MARKET VALUE X 179 6709460 MARKET VALUE X LIFE INSURANCE POLICY 1 65213 SURRENDER VALUE OF LIFE INSURANCE POLICY 1 false true false Explanations of reporting method for number of contributions Schedule M, Part I ART - WORKS OF ART: NUMBER OF CONTRIBUTIONS BOOKS AND PUBLICATIONS: NUMBER OF CONTRIBUTIONS SECURITIES - PUBLICLY TRADED: NUMBER OF CONTRIBUTIONS OTHER: NUMBER OF CONTRIBUTIONS Number of contributions or items contributed. Schedule M, part I, column (b), Line 1 NUMBER OF CONTRIBUTIONS Number of contributions or items contributed. Schedule M, part I, column (b), Line 4 NUMBER OF CONTRIBUTIONS Number of contributions or items contributed. Schedule M, part I, column (b), Line 9 NUMBER OF CONTRIBUTIONS Number of contributions or items contributed. Schedule M, part I, column (b), Line 5 Family/business relationships amongst interested persons Form 990, Part VI, Section A, Line 2 JOHN COLEMAN AND WILLIAM WAY - FAMILY RELATIONSHIP, JOHN STANTON AND PETER VAN OPPEN - BUSINESS RELATIONSHIP Review of form 990 by governing body Form 990, Part VI, Section B, Line 11b AN ELECTRONIC DRAFT COPY IS PROVIDED TO THE AUDIT COMMITTEE VIA THE WHITMAN COLLEGE WEBSITE. THE COMMITTEE DISCUSSES AND PROVIDES INPUT TO MANAGEMENT. THE COMMITTEE NEXT ACCEPTS THE FORM 990 AND IT IS MADE AVAILABLE TO THE BOARD OF TRUSTEES FOR REVIEW. AFTER THE TRUSTEES HAVE PROVIDED THEIR INPUT AND ALL QUESTIONS ARE RESOLVED, THE FORM 990 IS FILED WITH THE IRS. Conflict of interest policy Form 990, Part VI, Section B, Line 12c TRUSTEES, OFFICERS, AND KEY EMPLOYEES ARE GIVEN A QUESTIONNAIRE ANNUALLY. THE QUESTIONNAIRE INCLUDES THE COLLEGE'S CONFLICT OF INTEREST POLICY AND ASKS EACH INDIVIDUAL ABOUT THE EXISTENCE OF CONFLICTS OF INTEREST, AS WELL AS OTHER PAYMENTS OR SITUATIONS WHICH COULD BE CONSTRUED TO PRESENT A CONFLICT. IF AN INDIVIDUAL ANSWERS ANY QUESTION IN THE AFFIRMATIVE, THEY ARE ASKED TO DESCRIBE THE SITUATION IN THEIR RESPONSE. IF THERE ARE ANY CONCERNS RELATIVE TO ANY ONE INDIVIDUAL'S RESPONSE, MANAGEMENT FOLLOWS UP TO DISCUSS HOW BEST TO DEAL WITH ANY IDENTIFIED SITUATIONS. MANAGEMENT VERIFIES ALL IDENTIFIED INDIVIDUALS HAVE RESPONDED. ALL THE RESPONSES ARE RETAINED IN ACCORDANCE WITH THE COLLEGE'S FILE RETENTION POLICY. TRUSTEES ARE REMINDED OF POTENTIAL CONFLICTS AT EACH MEETING. Process used to establish compensation of top management official Form 990, Part VI, Section B, Line 15a TRUSTEES APPROVED THE COMPENSATION PACKAGE OF THE COLLEGE'S PRESIDENT AND THE DELIBERATIONS ON THAT PROCESS ARE DOCUMENTED IN THE MINUTES. COMPARABLE DATA FROM PEER INSTITUTIONS WAS USED TO SET THE COMPENSATION RATE. Process used to establish compensation of other officers/key employees Form 990, Part VI, Section B, Line 15b COMPENSATION PROCESS FOR OFFICERS AND KEY EMPLOYEES: TRUSTEES APPROVED THE COMPENSATION PACKAGES OF THE COLLEGES OFFICERS AND KEY EMPLOYEES. COMPARABLE DATA FROM PEER INSTITUTIONS FOR EACH POSITION WAS USED TO SET THE COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. Governing documents, conflict of interest policy and financial statements available to the public Form 990, Part VI, Section C, Line 19 THE COLLEGE PROVIDES ACCESS TO ITS FORM 990 AND FINANCIAL STATEMENTS VIA ITS WEBSITE. THE COLLEGE'S TAX EXEMPTION LETTER FROM THE IRS AND OTHER POLICY DOCUMENTS ARE AVAILABLE UPON REQUEST. Number of contributions or items contributed. Schedule M, part I, column (b), Line other=LIFE INSURANCE POLICY NUMBER OF CONTRIBUTIONS Number of contributions or items contributed. Schedule M, part I, column (b), Line 1 NUMBER OF CONTRIBUTIONS Number of contributions or items contributed. Schedule M, part I, column (b), Line 4 NUMBER OF CONTRIBUTIONS Number of contributions or items contributed. Schedule M, part I, column (b), Line 9 NUMBER OF CONTRIBUTIONS Number of contributions or items contributed. Schedule M, part I, column (b), Line other=LIFE INSURANCE POLICY NUMBER OF CONTRIBUTIONS WHITMAN COLLEGE PAUL GARRETT FOUNDATION 345 BOYER AVENUE WALLA WALLA WA 99362 TRUST WA 501(C)(3) 11 - Type I BOARD OF TRUSTEES OF WHITMAN COLLEGE true WHITMAN COLLEGE 21ST CENTURY TRUST 345 BOYER AVENUE WALLA WALLA WA 99362 TRUST WA 501(C)(3) 11 - Type I BOARD OF TRUSTEES OF WHITMAN COLLEGE true CHARITABLE LEAD ANNUITY TRUST (1) 345 BOYER AVENUE WALLA WALLA WA 99362 HOLDINGS WA NA TRUST true CHARITABLE REMAINDER TRUSTS (37) 345 BOYER AVENUE WALLA WALLA WA 99362 HOLDINGS WA NA TRUST true POOLED INCOME FUNDS (3) 345 BOYER AVENUE WALLA WALLA WA 99362 HOLDINGS WA NA TRUST true false false true false false false false false false false false false false false false false false false false WHITMAN COLLEGE PAUL GARRETT FOUNDATION C 198870 CASH AMOUNT WHITMAN COLLEGE 21ST CENTURY TRUST C 263385 CASH AMOUNT