LINFIELD UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LINFIELD UNIVERSITY (EIN 93-0391586)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-04-29
- IRS object ID
- 201321219349300202
- Schema version
- 2011v1.2
- 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 J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-29T18:40:01-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930391586 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Linfield College | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LINF | NameControl |
| Phone | 5038832698 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 SE Baker Street unit A512 | AddressLine1 |
| City | McMinnville | City |
| State | OR | State |
| ZIP Code | 97128 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | W Glenn Ford | Name |
| Title | V.P. for Finance and Administration | Title |
| Phone | 5038832458 | Phone |
| Date Signed | 2013-04-29 | DateSigned |
| 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 | W Glenn Ford-CFO-VP for Fin and Adm | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 SE Baker St Unit A454 | AddressLine1 |
| City | McMinnville | City |
| State | OR | State |
| ZIP Code | 97128 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 84664610 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | linfield.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1858 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | Linfield College is an independent, comprehensive institution, nationally recognized for its strong teaching faculty, outstanding science programs, and distinctive international emphasis. Linfield has a challenging and exciting academic program that features a broad liberal arts core and an atmosphere in which there is genuine concern for individuals and their progress. Linfield College advances a vision of learning, life, and community that promotes intellectual challenge and creativity, values both theoretical and practical knowledge, engages thoughtful dialogue in a climate of mutual respect and inspires the courage to live by moral and spiritual principles. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 32 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 32 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2290 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8556946 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4500586 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 52756417 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 55288614 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5325534 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2723770 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 911623 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1317088 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 67550520 | TotalRevenuePriorYear |
| Total Revenue Current Year | 63830058 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 38469674 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 39749068 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1843100 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 21972728 | OtherExpensePriorYear |
| Other Expenses Current Year | 22889213 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 60442402 | TotalExpensesPriorYear |
| Total Expenses Current Year | 62638281 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7108118 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1191777 | RevenuesLessExpensesCY |
| Total Assets BOY | 221858494 | TotalAssetsBOY |
| Total Assets EOY | 215434324 | TotalAssetsEOY |
| Total Liabilities BOY | 60040832 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 55241941 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 161817662 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 160192383 | NetAssetsOrFundBalancesEOY |
| Mission Description | Linfield College advances a vision of learning, life, and community that promotes intellectual challenge and creativity, values both theoretical and practical knowledge, engages thoughtful dialogue in a climate of mutual respect and inspires the courage to live by moral and spiritual principles. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 33101983 | Expense |
| Revenue | 43301167 | Revenue |
| Description | Linfield College is an independent, comprehensive undergraduate college recognized for its strong teaching faculty, outstanding science programs and distinctive international emphasis. Linfield has a challenging and exciting academic program that features a broad liberal arts core and an atmosphere in which there is genuine concern for individuals and their progress. The curriculum fosters the development of wholly educated individuals through a series of courses spanning the arts and humanities, natural sciences and social and behavioral sciences. The Linfield curriculum encourages inquiry, analysis and imagination habits of mind that provide the foundation for reasoned action, wonder and continual learning in all aspects of life. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10164285 | Expense |
| Revenue | 0 | Revenue |
| Description | Student support: In support of the mission of the college, the mission of the Students Services division is to optimize the opportunity for student development by facilitating and encouraging the intellectual, social, cultural, emotional, physical, life planning and spirtiual growth of the students as individuals and as members of the larger community. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 9385830 | Expense |
| Revenue | 12593204 | Revenue |
| Description | Auxiliary Enterprises: In support of the mission of the college, the Auxiliary areas of the college provide services to the students while they carry out their educational endeavors. Auxiliary Enterprises includes such areas as bookstore, dining services and on campus living facilities. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 52652098 | 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 | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | 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 | 0 | 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 | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | 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 | 3535 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2290 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CS | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| 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 | 32 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 32 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | 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 | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Lee Sarver | NamePerson |
| Telephone Number | 5038832698 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 SE Baker Street unit A512 | AddressLine1 |
| City | McMinnville | City |
| State | OR | State |
| ZIP Code | 97128 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (46 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Pamela Jacklin | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Thomas Sutro | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Dave Dillon | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Bernard Turner | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Ronni Lacroute | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Doug Tunnell | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Lucinda Fournier | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Dave Haugeberg | |||||||||
| Board Chair | 2 | X | 0 | 0 | 0 | ||||
| Phillip Bond | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Martha Cox | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Daniel O'Leary | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Sarojini Budden | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Moe Momtazi | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| TJ Day | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Kent Harrop | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Pam Claassen | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| David Baca | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Kerry Carmody | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Kellannie Henry | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Paul Aslanian | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| David Jubb | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Gary Magnuson | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Michael McBride | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Sandra Thompson | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Michelle Giguere | |||||||||
| Board member | 2 | X | 0 | 0 | 0 | ||||
| Mark Patterson | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Timothy Phillips | |||||||||
| Board member | 2 | X | 0 | 0 | 0 | ||||
| Dick Withnell | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Gale Castillo | |||||||||
| Board member | 2 | X | 0 | 0 | 0 | ||||
| Bradley Keliinoi | |||||||||
| Student Board member | 2 | X | 0 | 0 | 0 | ||||
| David Sumner | |||||||||
| Faculty Board Member | 2 | X | 0 | 0 | 0 | ||||
| Thomas Hellie | |||||||||
| President | 40 | X | 264415 | 0 | 93306 | X | |||
| Antony Uphoff | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| W Glenn Ford | |||||||||
| Vice President | 40 | 184371 | 0 | 35677 | X | ||||
| Dan Preston | |||||||||
| Dean of Enrollment | 40 | 110613 | 0 | 23877 | X | ||||
| Bruce Wyatt | |||||||||
| VP College Relations | 40 | 144986 | 0 | 20117 | X | ||||
| Bonnie Saucier | |||||||||
| Dean of Nursing | 40 | 183158 | 0 | 21758 | X | ||||
| Susan Hopp | |||||||||
| Vice President/Dean of Students | 40 | 117783 | 0 | 28558 | X | ||||
| John McKeegan | |||||||||
| Legal Counsel/Adv to President | 40 | 118542 | 0 | 26799 | X | ||||
| Greg Copeland | |||||||||
| Director of Budget & Financial Analysis | 40 | 104122 | 0 | 28289 | X | ||||
| Irving Wiswall | |||||||||
| Chief Technology officer | 40 | 105213 | 0 | 23711 | X | ||||
| John Hall | |||||||||
| Director of Capital Planning | 40 | 104078 | 0 | 26310 | X | ||||
| Melissa Jones | |||||||||
| Asst Professor of Nursing | 40 | 115965 | 0 | 17360 | X | ||||
| Kate Bemis | |||||||||
| Dean of Continuing Education | 40 | 105851 | 0 | 33065 | X | ||||
| Susan Whyte | |||||||||
| Director of the Library | 40 | 104542 | 0 | 27454 | X | ||||
| Victoria McGillin | |||||||||
| VP Academic Affairs | 40 | 92479 | 0 | 17540 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1856118 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 423821 | TotalOtherCompensation |
| Number Individuals GT100 K | 23 | NumberIndividualsGT100K |
| Formers Listed | 1 | 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 |
|---|---|---|---|---|---|
| Sodexo Inc | |||||
| PO Box 70060 | Chicago | IL | 60673 | Food Service | 2517512 |
| McMinnville Water and Light | |||||
| PO Box 638 | McMinnville | OR | 97128 | Utilities | 837502 |
| Michelle Joel Travel Service | |||||
| 1761 NW 8th Street | McMinnville | OR | 97128 | Travel Agency | 598280 |
| Walsh Construction | |||||
| 2905 SW First Ave | Portland | OR | 97101 | Construction | 581204 |
| NW Natural Gas | |||||
| PO Box 4100-72 | Portland | OR | 97208 | Utilities | 385504 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 30 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 950535 | GovernmentGrants |
| All Other Contributions | 3550051 | AllOtherContributions |
| Noncash Contributions | 259025 | NoncashContributions |
| Total Contributions | 4500586 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Net Tuition Revenue | 611310 | 43301167 | 43301167 | 0 | $0 |
| Auxiliary Services | 611310 | 11987447 | 11987447 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 55288614 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2065419 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,065,419 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 605757 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 556188 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 49569 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 49569 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $49,569 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20922797 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20264446 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 658351 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 658351 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $658,351 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 38334 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 13918 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24416 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $24,416 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Athletics | 611310 | 439168 | 439168 | 0 | $0 |
| Rental - HP | 531120 | 68563 | 68563 | 0 | $0 |
| Parking Fees | 611310 | 54655 | 54655 | 0 | $0 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 680717 | TotalRevenueColumn |
| Related Or Exempt Function Income | 680717 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1243103 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 63830058 | TotalRevenueColumn |
| Related Or Exempt Function Income | 56531717 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,797,755 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1616924 | Total |
| Program Services | 675519 | ProgramServices |
| Management And General | 760113 | ManagementAndGeneral |
| Fundraising | 181292 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28196299 | Total |
| Program Services | 24071778 | ProgramServices |
| Management And General | 3074752 | ManagementAndGeneral |
| Fundraising | 1049769 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2876746 | Total |
| Program Services | 2455939 | ProgramServices |
| Management And General | 313704 | ManagementAndGeneral |
| Fundraising | 107103 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4906738 | Total |
| Program Services | 4188986 | ProgramServices |
| Management And General | 535070 | ManagementAndGeneral |
| Fundraising | 182682 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2152361 | Total |
| Program Services | 1837516 | ProgramServices |
| Management And General | 234711 | ManagementAndGeneral |
| Fundraising | 80134 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Instruction | 7268760 | 7268760 | 0 | 0 |
| Academic Support | 618053 | 618053 | 0 | 0 |
| Student Services | 3784430 | 3784430 | 0 | 0 |
| Institutional Support | 2785619 | 0 | 2543499 | 242120 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8432351 | Total |
| Program Services | 7751117 | ProgramServices |
| Management And General | 681234 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62638281 | Total |
| Program Services | 52652098 | ProgramServices |
| Management And General | 8143083 | ManagementAndGeneral |
| Fundraising | 1843100 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5991615 | BOY |
| EOY | 5545347 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5032696 | BOY |
| EOY | 2050065 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 841632 | BOY |
| EOY | 603574 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1705952 | BOY |
| EOY | 1999185 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5614096 | BOY |
| EOY | 5376780 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1158549 | BOY |
| EOY | 21285 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1991617 | BOY |
| EOY | 1805294 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 148834424 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 47321617 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101002116 | BOY |
| EOY | 101512807 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98233642 | BOY |
| EOY | 96224306 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 286579 | BOY |
| EOY | 295681 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 221858494 | BOY |
| EOY | 215434324 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5264833 | BOY |
| EOY | 3485993 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4528942 | BOY |
| EOY | 4511714 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2704827 | BOY |
| EOY | 2272135 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43487513 | BOY |
| EOY | 42666637 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4054717 | BOY |
| EOY | 2305462 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60040832 | BOY |
| EOY | 55241941 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91874377 | BOY |
| EOY | 95907772 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25366695 | BOY |
| EOY | 22341441 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44576590 | BOY |
| EOY | 41943170 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161817662 | BOY |
| EOY | 160192383 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 221858494 | BOY |
| EOY | 215434324 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1191777 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2817056 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 83875485 | BeginningOfYearBalance |
| Contributions | 2312654 | Contributions |
| Investment Earnings Or Losses | -4522820 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1293947 | GrantsOrScholarships |
| Other Expenditures | 2212421 | OtherExpenditures |
| Administrative Expenses | 52359 | AdministrativeExpenses |
| End Of Year Balance | 78106592 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 67027027 | BeginningOfYearBalance |
| Contributions | 5670371 | Contributions |
| Investment Earnings Or Losses | 14393495 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1246332 | GrantsOrScholarships |
| Other Expenditures | 1932076 | OtherExpenditures |
| Administrative Expenses | 37000 | AdministrativeExpenses |
| End Of Year Balance | 83875485 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 58212416 | BeginningOfYearBalance |
| Contributions | 4394385 | Contributions |
| Investment Earnings Or Losses | 7459951 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1254675 | GrantsOrScholarships |
| Other Expenditures | 1751050 | OtherExpenditures |
| Administrative Expenses | 34000 | AdministrativeExpenses |
| End Of Year Balance | 67027027 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 70177892 | BeginningOfYearBalance |
| Contributions | 1563176 | Contributions |
| Investment Earnings Or Losses | -10126343 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 993794 | GrantsOrScholarships |
| Other Expenditures | 1778265 | OtherExpenditures |
| Administrative Expenses | 30250 | AdministrativeExpenses |
| End Of Year Balance | 58812416 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.37 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.53 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.1 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 6641720 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 8640922 | OtherCostOrOtherBasis |
| Book Value | 15282642 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 99574165 | OtherCostOrOtherBasis |
| Depreciation | 24380022 | Depreciation |
| Book Value | 75194143 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 5815259 | OtherCostOrOtherBasis |
| Depreciation | 1739020 | Depreciation |
| Book Value | 4076239 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 27104854 | OtherCostOrOtherBasis |
| Depreciation | 21202575 | Depreciation |
| Book Value | 5902279 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1057504 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 1057504 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 101512807 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Obligation for Split Interest Agreement | Description |
| Amount | $2,305,462 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2305462 | TotalOfAmounts |
| Total Revenue | 63830058 | TotalRevenue |
| Total Expenses | 62638281 | TotalExpenses |
| Excess Or Deficit For Year | 1191777 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -4231371 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $1,414,315 | OtherAmount |
| Total Adjustments | -2817056 | TotalAdjustments |
| Excess Or Deficit Per FS | -1625279 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 59930735 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -4231371 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | -238058 | OtherRevenues |
| Revenue Not Rptd F990 | -4469429 | RevenueNotRptdF990 |
| Revenue Subtotal | 64400164 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -570106 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -570106 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 63830058 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 61556014 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | -1082267 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -1082267 | ExpensesNotRptdF990 |
| Expenses Subtotal | 62638281 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 62638281 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The College's endowment fund spending is used for scholarships, lectureships, departmental funding and building maintenance and operations. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | Line 1 -The College is exempt from federal and state income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code (IRC), except to the extent of unrelated business income tax under Sections 511 through 515 of the IRC. Unrelated business income tax is insignificant or nonexistent, and therefore, no tax provision has been made. Management has analyzed tax positions taken by the College and has concluded that as of June 30, 2012, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. Line 2 -The College uses an actuarial method to record certain split-interest arrangements. Under this method, the present value of the payments to beneficiaries is estimated based upon life expectancy tables when the gift is received. The present value of those payments is recorded as a liability and the remainder as temporarily restricted net assets. Periodic adjustments are made between the liability and the net assets to record actuarial gains or losses. |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Change in accrued gifts receivalbe ($238,058). Change in actuarial liability (payments and passage of time) and change in value of split-interest agreements $1,652,373. |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Change in accrued gifts receivable. |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Financial Statement expense that reduced 990 revenue (rental and fundraising expenses). |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Financial Statement expense that reduced 990 revenue ($570,106) in XII, 4b. Actuarial change and change in value of split interest agreements $1,652,373. |
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 |
|---|---|---|
| SchE_P01_S00_L03 | Schedule E, Part I, Line 3 | The college customarily draws a substantial percentage of students from a large geographic section of the US, and worldwide, and enrolls students of racial minority groups in meaningful numbers. The college follows a racially nondiscriminatory policy as to all students, which is widely published in the literature sent to students and prospective students. Accordingly, under Sec. 4.03(2)(b), the college complies with the publicity requirement by fulfilling the Sec. 4.02 procedures pertaining to nondiscriminatory policy statements. |
| SchE_P01_S00_L06 | Schedule E, Part I, Line 6 | The College receives student financial assistance from the Department of Education and has an annual independent audit in accordance with OMB Circular A-133. That report and the accompanying schedule of expenditures of federal awards includes all federal grants received by the college, which had activity during the fiscal year. The schedule is prepared on the accrual basis of accounting and in accordance with OMB Circular A-133. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 1 | NumberOfEmployees |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConducted |
| Specific Services Provided | Higher Education | SpecificServicesProvided |
| Total Expenditures | 67189 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Total Amount Spent | 67189 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Wildcat Open | NameOfEvent1 |
| Gross Receipts Event1 | 38334 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 0 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 38334 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 12202 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 1716 | OtherDirectExpensesEvent1 |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Gross Receipts Total | 38334 | GrossReceiptsTotal |
| Charitable Contributions Total | 0 | CharitableContributionsTotal |
| Gross Revenue Total Events | 38334 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 0 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 12202 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 1716 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 13918 | DirectExpenseSummaryEvents |
| Net Income Summary | 24416 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Victoria McGillin | |||||||||||||
| 92479 | 0 | 0 | 0 | 0 | 0 | 10477 | 0 | 7063 | 0 | 110019 | 0 | 0 | |
| Thomas Hellie | |||||||||||||
| 263998 | 0 | 0 | 0 | 416 | 0 | 54995 | 0 | 38310 | 0 | 357719 | 0 | 0 | 0 |
| W Glenn Ford | |||||||||||||
| 182491 | 0 | 0 | 0 | 1880 | 0 | 20267 | 0 | 15410 | 0 | 220048 | 0 | 0 | |
| Bonnie Saucier | |||||||||||||
| 183158 | 0 | 0 | 0 | 0 | 0 | 16253 | 0 | 5505 | 0 | 204916 | 0 | 0 | 0 |
| Bruce Wyatt | |||||||||||||
| 144124 | 0 | 0 | 0 | 862 | 0 | 16399 | 0 | 3719 | 0 | 165104 | 0 | ||
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchJ_P01_S00_L01a | Identifier |
| Return Reference | Schedule J, Part I, Line 1a | ReturnReference |
| Explanation | The college provides housing for the President. He is required to live there as a condition of his employment and for the convenience of the employer. The college pays club dues to Michelbook Country Club, the University Club, and the Arlington Club, as part of the President's role (e.g. fundraising, external relations, meetings space, etc). | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing | Business Name Line2IssuerName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| State of Oregon Facilities Authority | ||||||||
| 936001787 | 00068608J | 2005-05-19 | 20602766 | Refund series 2000 & capital improvement projects | 0 | 0 | 0 | |
| State of Oregon Facilites Authority | ||||||||
| 936001787 | 68608JMT5 | 2010-08-11 | 23233102 | Refunding series 1998 and 2001, Capital Improvement projects, and reserve fund | 0 | 0 | 0 | 2010 Bonds |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 345000 | 0 | 20602766 | 1776214 | 0 | 0 | 357228 | 0 | 0 | 6482595 | 0 | 0 | 2007 | 0 | 1 | 1 | 1 |
| 0 | 0 | 23236800 | 1172953 | 0 | 0 | 456758 | 0 | 0 | 5300011 | 0 | 1676347 | 2012 | 1 | 0 | 0 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part VI Form990ScheduleKPartVI (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchK_P02_S00_L03 | Schedule K, Part II, Line 3 | Column B = Issue Price/Total Proceeds of $23,233,102(Form 8038) plus investment earnings of $3,698 for total of $23,236,800. |
| SchK_P05_S00_L00 | Schedule K, Part V | Procedures formalized in 2012/2013 fiscal year. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 15 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 124025 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Market Value | MethodOfDeterminingRevenues |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 135000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | A few trustees serve together on other boards. Two trustees with family member relations. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | Before the filing of the college's tax return, the return (form 990) and supplemental schedules and information, are forwarded to the Audit Committee, for review, comments, and approval, including schedule B. After the approval and before the return is filed, a copy is posted to the Trustee's website to be available for review by each of the Board of Trustees, excluding schedule B. The information that is included/reported in schedule B is provided to the full Board of Trustees confidentially at its regular meetings. After the return is posted to the full Trustee's website, ample time is allowed for comments and changes, if any, prior to the extended due date of the return. Any material changes in the return or any proposed changes to the governance section would require an additional approval by the Audit Committee. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | Conflict of Interest policies and questionaires are disbursed, collected and reviewed annually. After review, the conflicts, if any, are followed up on internally and forwarded to the college's Audit Committee for further review and action as deemed necessary. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The process for determining the compensation of the President of the College is completed periodically based on the direction and review of the Executive Committee of the Board of Trustees. Data collection is performed by Linfield's Senior Director of Human Resources and Administration via survey of comparable institutions. The data is analyzed and reviewed by the Executive Committe of the Board of Trustees who determines the President's compensation. It was last completed during the spring of 2012. The process for determining compensation for officers and key employees is also completed periodically by the Senior Director of Human Services and Administration utilizing published comparability data. The data is analyzed and reviewed by the President of the College. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | Linfield College's financial statements are available on the College's website and by request. The College has not previously had requests for copies of it's governing documents or conflict of interest policies. We would however, provide them if requested to do so. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | See Schedule D section XI lines 4 and 8: Unrealized gain/<loss>, change in accrued gifts receivable, change in value of split-interest agreements and split interest agreement payments and change in actuarial liability due to the passage of time. |