LEWIS AND CLARK COLLEGE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LEWIS AND CLARK COLLEGE (EIN 93-0386858)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2013-04-15
- IRS object ID
- 201301069349300210
- Schema version
- 2011v1.5
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-15T20:29:53-05:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910189318 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY 1200 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930386858 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS & CLARK COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LEWI | NameControl |
| Phone | 5037687801 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 0615 SW PALATINE HILL ROAD | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 972197899 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CARL B VANCE | Name |
| Title | VP BUSINESS & FINANCE | Title |
| Phone | 5037687801 | Phone |
| Date Signed | 2013-03-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WENDY CAMPOS | Name |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CARL B VANCE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 0615 SW PALATINE HILL ROAD | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 972197899 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 234799599 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LCLARK.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1946 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF LEWIS & CLARK COLLEGE IS TO KNOW THE TRADITIONS OF THE LIBERAL ARTS, TO TEST THEIR BOUNDARIES THROUGH ONGOING EXPLORATION, AND TO HAND ON TO SUCCESSIVE GENERATIONS THE TOOLS AND DISCOVERIES OF THIS QUEST. BY THESE MEANS THE COLLEGE PURSUES THE AIMS OF ALL LIBERAL LEARNING: TO SEEK KNOWLEDGE FOR ITS OWN SAKE AND TO PREPARE FOR CIVIC LEADERSHIP. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 35 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2986 | TotalNbrEmployees |
| Total Nbr Volunteers | 1516 | TotalNbrVolunteers |
| Total Gross UBI | 87275 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 74516 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8043102 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 16376973 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 127459389 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 137563339 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4590476 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4523157 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2976752 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2234824 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 143069719 | TotalRevenuePriorYear |
| Total Revenue Current Year | 160698293 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 32088723 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 37704385 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 67066295 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 66320814 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3279175 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 47700674 | OtherExpensePriorYear |
| Other Expenses Current Year | 50148303 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 146855692 | TotalExpensesPriorYear |
| Total Expenses Current Year | 154173502 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3785973 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 6524791 | RevenuesLessExpensesCY |
| Total Assets BOY | 419036018 | TotalAssetsBOY |
| Total Assets EOY | 405217330 | TotalAssetsEOY |
| Total Liabilities BOY | 142257430 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 147485535 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 276778588 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 257731795 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF LEWIS & CLARK COLLEGE IS TO KNOW THE TRADITIONS OF THE LIBERAL ARTS, TO TEST THEIR BOUNDARIES THROUGH ONGOING EXPLORATION, AND TO HAND ON TO SUCCESSIVE GENERATIONS THE TOOLS AND DISCOVERIES OF THIS QUEST. BY THESE MEANS THE COLLEGE PURSUES THE AIMS OF ALL LIBERAL LEARNING: TO SEEK KNOWLEDGE FOR ITS OWN SAKE AND TO PREPARE FOR CIVIC LEADERSHIP. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 88555343 | Expense |
| Grants | 37704385 | Grants |
| Revenue | 119897637 | Revenue |
| Description | INSTRUCTION EXPENSES DIRECTLY RELATED TO ACADEMIC DEPARTMENTS INCLUDING PROFESSOR AND SUPPORT STAFF SALARIES AND BENEFITS, VARIOUS SUPPLIES AND EQUIPMENT, AND OTHER COSTS ASSOCIATED WITH PROVIDING INSTRUCTION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 13703878 | Expense |
| Revenue | 86331 | Revenue |
| Description | ACADEMIC SUPPORT EXPENSES RELATED TO (1) RETENTION, PRESERVATION AND DISPLAY OF EDUCATIONAL MATERIALS, (2) THE PROVISION OF SERVICES THAT DIRECTLY ASSIST THE ACADEMIC FUNCTIONS OF THE INSTITUTION, (3) ACADEMIC ADMINISTRATION AND PERSONNEL DEVELOPMENT PROVIDING THE ADMINISTRATIVE SUPPORT FOR COURSE AND CURRICULUM DEVELOPMENT, AND (4) SEPARATELY BUDGETED SUPPORT FOR COURSE AND CURRICULUM DEVELOPMENT. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11590026 | Expense |
| Revenue | 2389679 | Revenue |
| Description | STUDENT SERVICES EXPENSES RELATED TO (1) OFFICE OF ADMISSIONS, OFFICE OF ENROLLMENT AND REGISTRAR, (2) ACTIVITIES THAT CONTRIBUTE TO STUDENTS' EMOTIONAL AND PHYSICAL WELL BEING, (3) STUDENTS' ACTIVITIES, CULTURAL EVENTS, STUDENT NEWSPAPERS, ETC., (4) COUNSELING AND CAREER GUIDANCE, AND (5) STUDENT AND ADMINISTRATION. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 17279443 | Expense |
| Revenue | 2424533 | Revenue |
| Description | OTHER EXPENSES RELATED TO (1) SCHOLARLY RESEARCH, (2) CAMPUS EVENTS FOR THE BENEFIT OF THE LOCAL COMMUNITY AND GENERAL PUBLIC, (3) AUXILIARY SERVICES SUCH AS RESIDENCE HALLS, FOOD SERVICE, CAMPUS BOOKSTORE, CONFERENCES AND COMPUTER PURCHASING PROGRAM. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 17279443 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 2424533 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 131128690 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 360 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2986 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 35 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARL B VANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5037687801 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 0615 SW PALATINE HILL ROAD | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 972197899 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (50 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JAMES T RICHARDSON | |||||||
| CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| ERIC PARSONS | |||||||
| FIRST VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| MARK TRATOS | |||||||
| SECOND VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| STEPHANIE J FOWLER | |||||||
| THIRD VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| AHMED AL BADI | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JUDI BECK | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| D MARK DORMAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| STEPHEN H DOVER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| SCOTT DUBCHANSKY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| GERALD W FISCHER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JAMES L FORMAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JON V JAQUA | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CHRISTOPHER E JAY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ED JENSEN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| FREDERICK D JUBITZ | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOUNI J KORHONEN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| WESLEY W LAWRENCE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MARILYN LOY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| PATRICK MAHAFFY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| PATRICK MARKHAM | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| RANDY MASSENGALE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| LIBBY MCCASLIN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| AMY L MILLER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| M BETH MILLER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JIM PARK | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| RONALD K RAGEN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| THOMAS P RASMUSSEN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOHN S ROGERS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| STEPHEN ROTH | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MARTHA STEIN-SOCHAS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| KENT SWANSON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| RON TIMPE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JAY T WALDRON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| FRANK DILLOW | |||||||
| TRUSTEE EX-OFFICIO | 2.00 | X | 0 | 0 | 0 | ||
| CONNIE MCKELVEY | |||||||
| TRUSTEE EX-OFFICIO | 2.00 | X | 0 | 0 | 0 | ||
| BARRY GLASSNER | |||||||
| PRESIDENT | 45.00 | X | X | 379056 | 0 | 34099 | |
| GREGORY A VOLK | |||||||
| VP INSTITUTIONAL ADVANCEMENT | 45.00 | X | 279176 | 0 | 33793 | ||
| ROBERT H KLONOFF | |||||||
| DEAN OF LAW SCHOOL | 45.00 | X | 240838 | 0 | 35962 | ||
| CARL B VANCE | |||||||
| VP BUSINESS & FINANCE/TREASURER | 45.00 | X | 221034 | 0 | 30928 | ||
| TUAJUANDA JORDAN | |||||||
| DEAN OF C.A.S. | 45.00 | X | 100421 | 0 | 15262 | ||
| JANE M ATKINSON | |||||||
| VP & PROVOST | 45.00 | X | 189887 | 0 | 28494 | ||
| DAVID G ELLIS | |||||||
| VP, SECRETARY, GENERAL COUNSEL | 45.00 | X | 182194 | 0 | 17190 | ||
| EARL S FLETCHER | |||||||
| DEAN OF GRADUATE SCHOOL | 45.00 | X | 158884 | 0 | 19978 | ||
| JANE HUNTER | |||||||
| INTERIM DEAN OF C.A.S./PROFESSOR OF HISTORY | 45.00 | X | 142123 | 0 | 27635 | ||
| GEORGE P BATTISTEL | |||||||
| AVP FOR FINANCE/CONTROLLER | 45.00 | X | 120024 | 0 | 19435 | ||
| BRIAN A BLUM | |||||||
| ASSOC DEAN & PROFESSOR OF LAW | 45.00 | 200792 | 0 | 25546 | X | ||
| EDWARD J BRUNET | |||||||
| PROFESSOR OF LAW | 45.00 | 200692 | 0 | 28571 | X | ||
| WILLIAM F FUNK | |||||||
| PROFESSOR OF LAW | 45.00 | 197430 | 0 | 27045 | X | ||
| JENNIFER J JOHNSON | |||||||
| PROFESSOR OF LAW | 45.00 | 189995 | 0 | 16577 | X | ||
| JULIO C DE PAULA | |||||||
| AVP/PROFESSOR OF CHEMISTRY | 45.00 | 177612 | 0 | 27840 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2980158 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 388355 | TotalOtherCompensation |
| Number Individuals GT100 K | 71 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BON APPETIT | |||||
| 100 HAMILTON AVE SUITE 400 | PALO ALTO | CA | 94301 | FOOD SERVICE | 3931804 |
| WALSH CONSTRUCTION CO | |||||
| 2905 SW FIRST AVE | PORTLAND | OR | 97201 | CONSTRUCTION CONTRACTING/GENERAL | 3627419 |
| SKYLINE BUILDING MAINTENANCE | |||||
| 17446 SW BOONES FERRY RD | LAKE OSWEGO | OR | 97035 | JANITORIAL SERVICES | 1656290 |
| KEMS WOODWORKS | |||||
| PO BOX 396 | CORNELIUS | OR | 97113 | CONSTRUCTION CONTRACTING/GENERAL | 1372320 |
| NORTHWEST CONTROL CO | |||||
| 7820 SE MCLOUGHLIN | PORTLAND | OR | 97222 | HVAC MAINTENANCE | 1044782 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 30 | NumberOfContractorsGT100K |
| Fundraising Events | 32224 | FundraisingEvents |
| All Other Contributions | 16344749 | AllOtherContributions |
| Noncash Contributions | 443481 | NoncashContributions |
| Total Contributions | 16376973 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| TUITION AND FEES | 611600 | 119816534 | 119816534 | |
| AUXILIARY SERVICES | 900099 | 14817829 | $14,817,829 | |
| CONTRACTS/EXCHANGE TRA | 900099 | 2928976 | 2928976 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 137563339 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3227046 | TotalRevenueColumn |
| Unrelated Business Revenue | 25537 | UnrelatedBusinessRevenue |
| Exclusion | $3,201,509 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 94019 | TotalRevenueColumn |
| Exclusion | $94,019 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 358618 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 336445 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 22173 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22173 | TotalRevenueColumn |
| Exclusion | $22,173 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 75014482 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 73718371 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1296111 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1296111 | TotalRevenueColumn |
| Exclusion | $1,296,111 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 50714 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 32224 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 46490 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4224 | TotalRevenueColumn |
| Exclusion | $4,224 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2114408 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2052670 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 61738 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2114408 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 160698293 | TotalRevenueColumn |
| Related Or Exempt Function Income | 124798180 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 87275 | UnrelatedBusinessRevenue |
| Exclusion | $19,435,865 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37704385 | Total |
| Program Services | 37704385 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2461497 | Total |
| Program Services | 987147 | ProgramServices |
| Management And General | 1154295 | ManagementAndGeneral |
| Fundraising | 320055 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48978832 | Total |
| Program Services | 40611519 | ProgramServices |
| Management And General | 6620568 | ManagementAndGeneral |
| Fundraising | 1746745 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3375479 | Total |
| Program Services | 2719101 | ProgramServices |
| Management And General | 524056 | ManagementAndGeneral |
| Fundraising | 132322 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7439644 | Total |
| Program Services | 6193378 | ProgramServices |
| Management And General | 1023107 | ManagementAndGeneral |
| Fundraising | 223159 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4065362 | Total |
| Program Services | 2976689 | ProgramServices |
| Management And General | 946298 | ManagementAndGeneral |
| Fundraising | 142375 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59815 | Total |
| Program Services | 2500 | ProgramServices |
| Management And General | 45767 | ManagementAndGeneral |
| Fundraising | 11548 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108435 | Total |
| Management And General | 108435 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 931870 | Total |
| Management And General | 931870 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11090979 | Total |
| Program Services | 7676538 | ProgramServices |
| Management And General | 3198287 | ManagementAndGeneral |
| Fundraising | 216154 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91487 | Total |
| Program Services | 55096 | ProgramServices |
| Management And General | 29025 | ManagementAndGeneral |
| Fundraising | 7366 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5859306 | Total |
| Program Services | 3133709 | ProgramServices |
| Management And General | 2495863 | ManagementAndGeneral |
| Fundraising | 229734 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2961694 | Total |
| Program Services | 1343439 | ProgramServices |
| Management And General | 1618255 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3941800 | Total |
| Program Services | 2964913 | ProgramServices |
| Management And General | 771897 | ManagementAndGeneral |
| Fundraising | 204990 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 281400 | Total |
| Program Services | 192250 | ProgramServices |
| Management And General | 71044 | ManagementAndGeneral |
| Fundraising | 18106 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7551627 | Total |
| Program Services | 2832305 | ProgramServices |
| Management And General | 4719322 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6462074 | Total |
| Program Services | 4523226 | ProgramServices |
| Management And General | 1938848 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2210634 | Total |
| Program Services | 1805457 | ProgramServices |
| Management And General | 405177 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OVERSEAS PROGRAMS | 4993067 | 4993067 | ||
| LIBRARY BOOKS/MATERIALS | 2365627 | 2365627 | ||
| DUES & SUBSCRIPTIONS | 465251 | 232845 | 220892 | 11514 |
| TAXES PAID ON UBI | 32639 | 32639 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 740598 | Total |
| Program Services | 7782860 | ProgramServices |
| Management And General | -7057369 | ManagementAndGeneral |
| Fundraising | 15107 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154173502 | Total |
| Program Services | 131128690 | ProgramServices |
| Management And General | 19765637 | ManagementAndGeneral |
| Fundraising | 3279175 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11709371 | BOY |
| EOY | 8219617 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8015085 | BOY |
| EOY | 6933277 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 331225 | BOY |
| EOY | 399587 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8022227 | BOY |
| EOY | 7987028 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2419222 | BOY |
| EOY | 2133721 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 267791234 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 94409718 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 163425990 | BOY |
| EOY | 173381516 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170528651 | BOY |
| EOY | 142201092 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53744247 | BOY |
| EOY | 63121492 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 840000 | BOY |
| EOY | 840000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 419036018 | BOY |
| EOY | 405217330 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17284331 | BOY |
| EOY | 14481753 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1681329 | BOY |
| EOY | 3503505 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108107731 | BOY |
| EOY | 108124291 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15184039 | BOY |
| EOY | 21375986 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142257430 | BOY |
| EOY | 147485535 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89993437 | BOY |
| EOY | 86131288 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83250036 | BOY |
| EOY | 65507879 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103535115 | BOY |
| EOY | 106092628 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 276778588 | BOY |
| EOY | 257731795 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 419036018 | BOY |
| EOY | 405217330 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 6524791 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -25571584 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 162345 | RevenuesIncluded |
| Assets In Part X | 2542171 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 204141206 | BeginningOfYearBalance |
| Contributions | 12312337 | Contributions |
| Investment Earnings Or Losses | -21017256 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3657013 | GrantsOrScholarships |
| Other Expenditures | 8579256 | OtherExpenditures |
| Administrative Expenses | 929805 | AdministrativeExpenses |
| End Of Year Balance | 182270213 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 179309669 | BeginningOfYearBalance |
| Contributions | 1537363 | Contributions |
| Investment Earnings Or Losses | 34281838 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3949546 | GrantsOrScholarships |
| Other Expenditures | 6280261 | OtherExpenditures |
| Administrative Expenses | 757857 | AdministrativeExpenses |
| End Of Year Balance | 204141206 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 165600644 | BeginningOfYearBalance |
| Contributions | 1916851 | Contributions |
| Investment Earnings Or Losses | 24385644 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3676117 | GrantsOrScholarships |
| Other Expenditures | 8400871 | OtherExpenditures |
| Administrative Expenses | 516482 | AdministrativeExpenses |
| End Of Year Balance | 179309669 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 232119348 | BeginningOfYearBalance |
| Contributions | 2155728 | Contributions |
| Investment Earnings Or Losses | -55785494 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 4388776 | GrantsOrScholarships |
| Other Expenditures | 7779709 | OtherExpenditures |
| Administrative Expenses | 720453 | AdministrativeExpenses |
| End Of Year Balance | 165600644 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.19000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.51000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.30000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18132443 | OtherCostOrOtherBasis |
| Book Value | 18132443 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 183753474 | OtherCostOrOtherBasis |
| Depreciation | 53772300 | Depreciation |
| Book Value | 129981174 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13139768 | OtherCostOrOtherBasis |
| Depreciation | 6795785 | Depreciation |
| Book Value | 6343983 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 38446557 | OtherCostOrOtherBasis |
| Depreciation | 33841633 | Depreciation |
| Book Value | 4604924 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14318992 | OtherCostOrOtherBasis |
| Book Value | 14318992 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 173381516 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| ALTERNATIVE INVESTMENTS | 61400916 | F |
| REAL ESTATE AND OTHER | 1720576 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 63121492 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SPLIT INTEREST AGREEMENTS | $604,317 |
| US GOVT GRANTS REFUNDABLE | $6,341,129 |
| INTEREST RATE SWAPS LIABILITY | $14,430,540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 21375986 | TotalOfAmounts |
| Total Revenue | 160698293 | TotalRevenue |
| Total Expenses | 154173502 | TotalExpenses |
| Excess Or Deficit For Year | 6524791 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -19223553 | NetUnrealizedGLOnInvestments |
| Other | -$6,348,031 | OtherAmount |
| Total Adjustments | -25571584 | TotalAdjustments |
| Excess Or Deficit Per FS | -19046793 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 97708840 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -19223553 | NetUnrealizedGainsInvestments |
| Other Revenues | -44087097 | OtherRevenues |
| Revenue Not Rptd F990 | -63310650 | RevenueNotRptdF990 |
| Revenue Subtotal | 161019490 | RevenueSubtotal |
| Other Revenues Not Included | -321197 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -321197 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 160698293 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 116755633 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 286516 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 286516 | ExpensesNotRptdF990 |
| Expenses Subtotal | 116469117 | ExpensesSubtotal |
| Other Expenses Not Included | 37704385 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 37704385 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 154173502 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | DESCRIPTION OF COLLEGE'S COLLECTIONS - PAINTINGS, SCULPTURES AND OTHER WORKS OF ART FOR PUBLIC EXHIBITION AND CAMPUS BEAUTIFICATION; POETRY, LITERARY COLLECTIONS, PHOTOGRAPHS, MEMORABILIA, NEWSPAPERS, JOURNALS, CORRESPONDENCE AND RESEARCH NOTES HELD FOR HISTORICAL PRESERVATION AND EDUCATIONAL RESEARCH PURPOSES. | |
| PART V, LINE 4: | INTENDED USE OF COLLEGE'S ENDOWMENT FUNDS - TO PROVIDE FUNDING FOR STUDENT SCHOLARSHIPS AND TUITION ASSISTANCE, AND TO PROVIDE FINANCIAL SUPPORT AND STABILITY FOR INSTITUTIONAL PROGRAMS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | FIN 48 (ASC 740) FOOTNOTE - THE COLLEGE RECOGNIZES INTEREST ACCRUED AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AS AN ADMINISTRATIVE EXPENSE. DURING THE YEARS ENDED MAY 31, 2012 AND 2011, THE COLLEGE RECOGNIZED NO INTEREST AND PENALTIES. THE COLLEGE HAD NO UNRECOGNIZED TAX BENEFITS AT MAY 31, 2012. THE COLLEGE FILES AN EXEMPT ORGANIZATION INCOME TAX RETURN AND AN UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND A COPY WITH THE STATE CHARITIES DIVISION AND STATE DEPARTMENT OF REVENUE. WITH FEW EXCEPTIONS, THE COLLEGE IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE/LOCAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2008. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 39,219. UNREALIZED LOSS ON INTEREST RATE SWAPS -6,325,512. UNRELATED BUSINESS INCOME FROM ALTERNATIVE INVESTMENTS -61,738. TOTAL TO SCHEDULE D, PART XI, LINE 8: -6,348,031. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| UNREALIZED LOSS ON INTEREST RATE SWAPS -6,325,512. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -57,200. SCHOLARSHIPS & FELLOWSHIPS NETTED WITH REVENUE ON FINANCIAL STATEMENTS -37,704,385. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| RENTAL EXPENSES NETTED WITH REVENUE ON 990 -336,445. FUNDRAISING EVENT EXPENSES NETTED WITH REVENUE ON 990 -46,490. UNRELATED BUSINESS INCOME FROM ALTERNATIVE INVESTMENTS 61,738. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| RENTAL EXPENSES NETTED WITH REVENUE ON 990 336,445. FUNDRAISING EVENT EXPENSES NETTED WITH REVENUE ON 990 46,490. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -96,419. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| SCHOLARSHIPS & FELLOWSHIPS NETTED WITH REVENUE ON FINANCIAL STATEMENTS 37,704,385. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | LEWIS & CLARK COLLEGE INCLUDES A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY TOWARDS STUDENTS IN ALL DOCUMENTED AND CIRCULATED SOLICITATIONS FOR REGISTRATION. IN ADDITION, DUE TO THE SIZE OF THE SCHOOL, ITS GEOGRAPHIC ALLOCATION, AND THE COMMUNITY IT SERVES, THE NON-DISCRIMINATION POLICY AND RACIAL COMPOSITION OF THE STUDENT BODY IS WELL-KNOWN TO ALL SEGMENTS OF THE GENERAL COMMUNITY SERVED. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | ALL FEDERAL GRANT OPERATIONS OF LEWIS & CLARK COLLEGE ARE INCLUDED IN AN AUDIT OF FEDERAL AWARDS PERFORMED IN ACCORDANCE WITH U.S. OFFICE OF MANAGEMENT AND BUDGET CIRCULAR A-133, COMPLIANCE SUPPLEMENT FOR AUDITS OF HIGHER LEARNING, AND OTHER NON-PROFIT INSTITUTIONS, INCLUDING TITLE IV PROGRAMS, U.S. DEPARTMENT OF EDUCATION, NATIONAL SCIENCE FOUNDATION, AND NATIONAL INSTITUTE OF HEALTH. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (7 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| CENTRAL AMERICA | 0 | 3 | PROGRAM SERVICESPROGRAM SERVICES | STUDY ABROAD PROGRAMS FOR UNDERGRADUATE STUDENTS | 246957 |
| EAST ASIA | 0 | 9 | PROGRAM SERVICESPROGRAM SERVICES | STUDY ABROAD PROGRAMS FOR UNDERGRADUATE STUDENTS | 1411477 |
| EUROPE | 0 | 5 | PROGRAM SERVICES | STUDY ABROAD PROGRAMS FOR UNDERGRADUATE STUDENTS | 1493208 |
| RUSSIA | 0 | 2 | PROGRAM SERVICES | STUDY ABROAD PROGRAMS FOR UNDERGRADUATE STUDENTS | 25649 |
| SOUTH AMERICA | 0 | 4 | PROGRAM SERVICES | STUDY ABROAD PROGRAMS FOR UNDERGRADUATE STUDENTS | 528938 |
| SUB-SAHARAN AFRICA | 0 | 3 | PROGRAM SERVICESPROGRAM SERVICES | STUDY ABROAD PROGRAMS FOR UNDERGRADUATE STUDENTS | 461430 |
| SOUTH ASIA | 0 | 1 | PROGRAM SERVICES | STUDY ABROAD PROGRAMS FOR UNDERGRADUATE STUDENTS | 248400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 27 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 27 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 4416059 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 4416059 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 1 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SCHEDULE F PART IV, FOREIGN FORMS: SOME QUESTIONS REGARDING OWNERSHIP IN OR TRANSFERS TO FOREIGN ENTITIES HAVE BEEN ANSWERED YES DUE TO THE COLLEGE'S INDIRECT OWNERSHIP OF FOREIGN ENTITIES THROUGH VARIOUS ALTERNATIVE INVESTMENTS. THE COLLEGE HAS NO DIRECT INTEREST IN ANY FOREIGN ENTITY, AND NONE OF THE FORMS REFERENCED IN PART IV WERE REQUIRED TO BE FILED BY THE COLLEGE. THE COLLEGE HAS AN OVERSEAS PROGRAM IN CUBA, A BOYCOTTING COUNTRY, AND PART IV LINE 6 HAS ACCORDINGLY BEEN ANSWERED YES. THE COLLEGE MEETS EXCEPTIONS FOR FILING FORM 5713 AND HAS THEREFORE NOT FILED THAT FORM. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 42625 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 27245 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 15380 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 13000 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 4353 | OtherDirectExpensesEvent1 |
| Name Of Event2 | PILP AUCTION | NameOfEvent2 |
| Gross Receipts Event2 | 40313 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 4979 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 35334 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 29137 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 82938 | GrossReceiptsTotal |
| Charitable Contributions Total | 32224 | CharitableContributionsTotal |
| Gross Revenue Total Events | 50714 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 13000 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 33490 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 46490 | DirectExpenseSummaryEvents |
| Net Income Summary | 4224 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| GRANTS AND SCHOLARSHIPS FOR UNDERGRADUATE STUDENTS | 2832 | 32332147 |
| SCHOLARSHIPS AND FELLOWSHIPS FOR LAW SCHOOL STUDENTS | 657 | 5086683 |
| SCHOLARSHIPS FOR GRADUATE SCHOOL STUDENTS | 144 | 285555 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: ASSISTANCE IS GIVEN ONLY IN THE FORM OF CREDITS TOWARD THE COST OF TUITION, AND A RECORD OF THE ASSISTANCE PROVIDED IS RECORDED IN SEPARATE ACCOUNTS MAINTAINED FOR EACH STUDENT/RECIPIENT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARRY GLASSNER | |||||||||||||
| 378505 | 0 | 0 | 0 | 551 | 0 | 22050 | 0 | 12049 | 0 | 413155 | 0 | 0 | 0 |
| GREGORY A VOLK | |||||||||||||
| 271976 | 0 | 0 | 0 | 7200 | 0 | 22050 | 0 | 11743 | 0 | 312969 | 0 | 0 | 0 |
| ROBERT H KLONOFF | |||||||||||||
| 240838 | 0 | 0 | 0 | 0 | 0 | 22050 | 0 | 13912 | 0 | 276800 | 0 | 0 | 0 |
| CARL B VANCE | |||||||||||||
| 221034 | 0 | 0 | 0 | 0 | 0 | 19473 | 0 | 11455 | 0 | 251962 | 0 | 0 | 0 |
| JANE M ATKINSON | |||||||||||||
| 189887 | 0 | 0 | 0 | 0 | 0 | 17135 | 0 | 11359 | 0 | 218381 | 0 | 0 | 0 |
| DAVID G ELLIS | |||||||||||||
| 182194 | 0 | 0 | 0 | 0 | 0 | 15723 | 0 | 1467 | 0 | 199384 | 0 | 0 | 0 |
| EARL S FLETCHER | |||||||||||||
| 158884 | 0 | 0 | 0 | 0 | 0 | 14044 | 0 | 5934 | 0 | 178862 | 0 | 0 | 0 |
| JANE HUNTER | |||||||||||||
| 142123 | 0 | 0 | 0 | 0 | 0 | 13324 | 0 | 14311 | 0 | 169758 | 0 | 0 | 0 |
| BRIAN A BLUM | |||||||||||||
| 200792 | 0 | 0 | 0 | 0 | 0 | 17934 | 0 | 7612 | 0 | 226338 | 0 | 0 | 0 |
| EDWARD J BRUNET | |||||||||||||
| 200692 | 0 | 0 | 0 | 0 | 0 | 17209 | 0 | 11362 | 0 | 229263 | 0 | 0 | 0 |
| WILLIAM F FUNK | |||||||||||||
| 197430 | 0 | 0 | 0 | 0 | 0 | 15953 | 0 | 11092 | 0 | 224475 | 0 | 0 | 0 |
| JENNIFER J JOHNSON | |||||||||||||
| 189995 | 0 | 0 | 0 | 0 | 0 | 14647 | 0 | 1930 | 0 | 206572 | 0 | 0 | 0 |
| JULIO C DE PAULA | |||||||||||||
| 177612 | 0 | 0 | 0 | 0 | 0 | 16427 | 0 | 11413 | 0 | 205452 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE COLLEGE PAYS MEMBERSHIP DUES TO LOCAL SOCIAL CLUBS FOR THE PRESIDENT, THE DEAN OF THE LAW SCHOOL AND THE VICE PRESIDENT FOR INSTITUTIONAL ADVANCEMENT. THE BENEFIT IS NOT TREATED AS TAXABLE COMPENSATION AS THERE IS A BONA FIDE BUSINESS PURPOSE TO MEMBERSHIP IN THESE CLUBS, AS THE CLUBS ARE USED FOR MEETINGS AND NETWORKING RELATING TO COLLEGE BUSINESS. ANY MEALS OR OTHER ACTIVITIES WHICH THE OFFICER DEEMS TO BE FOR HIS/HER OWN PERSONAL USE ARE TREATED AS TAXABLE COMPENSATION TO HIM/HER. ALSO, EXPENSES ARE REIMBURSED TO THE COLLEGE PRESIDENT FOR SPOUSAL TRAVEL. WHEN SUCH TRAVEL IS NOT FOR BONA FIDE BUSINESS PURPOSES THE REIMBURSEMENTS ARE TREATED AS TAXABLE COMPENSATION. A NON-TAXABLE HOUSING BENEFIT IS PROVIDED TO THE COLLEGE PRESIDENT. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STATE OF OREGON - OREGON FACILITIES AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 936001787 | IssuerEIN |
| CUSIP Number | 68608JNN7 | CUSIPNumber |
| Date Issued | 2011-03-01 | DateIssued |
| Issue Price | 108610000 | IssuePrice |
| Description Of Purpose | REFUNDING OUTSTANDING BONDS, FINANCE CONSTRUCTION COSTS OF RESIDENCE HALL | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 95450000 | AmountRetired |
| Total Proceeds | 108104970 | TotalProceeds |
| Issuance Costs From Proceeds | 1150875 | IssuanceCostsFromProceeds |
| Capital Expenditures | 9367444 | CapitalExpenditures |
| Amount Unspent | 2136651 | AmountUnspent |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 1 | MngmentCntrctBondFinancdPrprty |
| Engage Bond Counsel Contracts | 1 | EngageBondCounselContracts |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 89674 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | PROFESSIONAL APPRAISAL | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 72671 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL/EXPERT OPINION | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 32 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 274543 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenues |
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 400 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST OF DONATED ITEMS | MethodOfDeterminingRevenues |
Historical Artifacts HistoricalArtifacts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 400 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST OF DONATED ITEMS | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | MISC SUPPLIES FOR EVENTS | Description |
| Number Of Contributions | 22 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5793 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST OF DONATED ITEMS | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 4 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE COLLEGE USES AN INDEPENDENT STOCK BROKER TO SELL DONATED SECURITIES. SALES OF OTHER NON-CASH CONTRIBUTIONS HAPPEN VERY INFREQUENTLY, BUT TYPICALLY AN INDEPENDENT AUCTIONEER OR OTHER EXPERT IS HIRED TO ASSIST IN THE SALE OF ITEMS WHICH ARE OF SIGNIFICANT VALUE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE COLLEGE'S BYLAWS WERE AMENDED AS FOLLOWS: CHANGE IN METHODOLOGY FOR ELECTING BOARD OFFICERS; CLEAN UP LANGUAGE IN VARIOUS SECTIONS; PERMIT BOARD MEMBERS TO ATTEND MEETINGS TELEPHONICALLY OR BY OTHER LEGAL MEANS; DEFINE QUORUM FOR DOING BUSINESS FOR COMMITTEES AS 1/3 OF COMMITTEE MEMBERS; EXPAND DEFINITION OF CLASSES OF PEOPLE WHO ARE PROTECTED BY THE COLLEGE'S DISCRIMINATION PROVISION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | 1. SUBJECT TO POSSIBLE DELAYS DUE TO THE RECEIPT OF K-1'S, THE AUDIT COMMITTEE WILL MEET EACH YEAR PRIOR TO THE FEBRUARY MEETING OF THE BOARD OF TRUSTEES TO REVIEW THE FORM 990. 2. TWO WEEKS PRIOR TO THIS AUDIT COMMITTEE MEETING THE BUSINESS OFFICE WILL FORWARD THE ELECTRONIC PUBLIC VERSION OF THE FORM 990 TO THE AUDIT COMMITTEE FOR REVIEW. 3. AT THE AUDIT COMMITTEE MEETING THE COMMITTEE WILL RECEIVE A NUMBERED PRINTED COPY OF THE SCHEDULE B DONORS, WHICH WILL SHOW ON THE FILED VERSION OF THE FORM 990. THE COMMITTEE WILL REVIEW THE COMPLETE FORM 990 AND HAVE THE ABILITY TO ASK QUESTIONS OF THE ADMINISTRATION AND THE COLLEGE'S AUDITORS. 4. THE NUMBERED PRINTED COPY OF THE LIST OF THE SCHEDULE B DONORS WILL BE COLLECTED AT THE END OF THE AUDIT COMMITTEE MEETING. 5. FOLLOWING THE AUDIT COMMITTEE MEETING AND TWO WEEKS PRIOR TO THE FEBRUARY MEETING OF THE BOARD OF TRUSTEES THE ELECTRONIC VERSION OF THE PUBLIC FORM 990 WILL BE SENT TO EACH TRUSTEE. TRUSTEES WILL HAVE THE ABILITY TO ASK QUESTIONS REGARDING THE FORM 990 BY EMAIL OR AT THE FINANCE COMMITTEE MEETING DURING THE FEBRUARY BOARD MEETING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ANNUALLY ALL MEMBERS OF THE BOARD OF TRUSTEES ARE ASKED TO SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT. IF CONFLICTS ARE DISCLOSED THE CONFLICT MUST BE DISCLOSED TO THE FULL BOARD, AND ANY TRUSTEE WITH A CONFLICT MUST BE PRECLUDED FROM TAKING ACTION ON ITEMS OF BUSINESS FOR WHICH THEY MAY HAVE A CONFLICT. STATEMENTS ARE COLLECTED BY THE SECRETARY TO THE BOARD ANNUALLY. ANNUALLY EACH OFFICER OF THE COLLEGE IS REQUIRED TO REVIEW THE COLLEGE'S CODE OF ETHICS, WHICH INCLUDES OUR CONFLICT OF INTEREST POLICY, AND ACKNOWLEDGE COMPLIANCE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES HAS A COMPENSATION COMMITTEE THAT SETS THE COMPENSATION OF THE PRESIDENT AND REVIEWS THE COMPENSATION FOR OTHER SENIOR EXECUTIVES. COMPENSATION IS REGULARLY ADJUSTED ANNUALLY ON SEPTEMBER 1, SO THE REPORTED CALENDAR YEAR 2011 DATA WOULD NORMALLY REFLECT 2/3 OF THE COMPENSATION FOR THE 2010-2011 ACADEMIC YEAR AND 1/3 OF THE COMPENSATION FOR THE 2011-2012 ACADEMIC YEAR. HOWEVER, BECAUSE THE NEW PRESIDENT BEGAN HIS EMPLOYMENT ON OCTOBER 28, 2010, HIS INITIAL EMPLOYMENT CONTRACT RAN THROUGH OCTOBER 28, 2011. THE PRESIDENTIAL SEARCH CONSULTANT, ISAACSON MILLER, PROVIDED THE SEARCH COMMITTEE WITH COMPARATIVE COMPENSATION NUMBERS AND A RECOMMENDED COMPENSATION PACKAGE, WHICH WAS APPROVED BY THE ENTIRE BOARD OF TRUSTEES. THE COMPENSATION COMMITTEE DID REVIEW THE PRESIDENT'S PERFORMANCE FOR THE 2010-2011 ACADEMIC YEAR AS WELL AS 990 COMPENSATION DATA FROM OTHER PEER SCHOOLS TO SET HIS COMPENSATION FOR 2011-12. THE COMMITTEE ALSO REVIEWED THE COMPENSATION FOR OTHER SENIOR EXECUTIVES DURING THE 2011-12 ACADEMIC YEAR. | |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS MADE AVAILABLE TO THE PUBLIC ON THE COLLEGE'S WEBSITE AND UPON REQUEST. IN LIEU OF FORM 1023, A LETTER FROM THE IRS DATED 6/3/2002 ACKNOWLEDGING THE ORGANIZATION'S TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE IS MADE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS (CORPORATE BY-LAWS) AND THE AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -19,223,553. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 39,219. UNREALIZED LOSS ON INTEREST RATE SWAPS -6,325,512. UNRELATED BUSINESS INCOME FROM ALTERNATIVE INVESTMENTS -61,738. TOTAL TO FORM 990, PART XI, LINE 5: -25,571,584. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (18) | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 0615 SW PALATINE HILL ROAD | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | CHARITABLE REMAINDER TRUST | PrimaryActivity |
| Legal Domicile State | OR | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS & CLARK COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | T | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |