WILLAMETTE UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WILLAMETTE UNIVERSITY (EIN 93-0386972)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2013-04-11
- IRS object ID
- 201341039349300924
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-11T16:26:42-07:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930386972 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLAMETTE UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILL | NameControl |
| Phone | 5033706985 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 State Street | AddressLine1 |
| City | Salem | City |
| State | OR | State |
| ZIP Code | 97301 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Arnold Yasinski | Name |
| Title | VP for Financial Affairs | Title |
| Phone | 5033706728 | Phone |
| Date Signed | 2013-04-11 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Stephen E Thorsett | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 State Street | AddressLine1 |
| City | Salem | City |
| State | OR | State |
| ZIP Code | 97301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 169299963 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.willamette.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1842 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | Willamette University provides rigorous education in the liberal arts and selected professional fields. Teaching and learning, strengthened by scholarship and service, flourish in a vibrant campus community. A Willamette education prepares graduates to transform knowledge into action and lead lives of achievement, contribution and meaning. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 41 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 37 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2799 | TotalNbrEmployees |
| Total Nbr Volunteers | 1050 | TotalNbrVolunteers |
| Total Gross UBI | -136808 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -136820 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10440649 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 12838622 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 106847427 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 117246102 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2057230 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5485914 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3307242 | OtherRevenuePriorYear |
| Other Revenue Current Year | 682236 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 122652548 | TotalRevenuePriorYear |
| Total Revenue Current Year | 136252874 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 39047822 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 42835237 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 56247621 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 57338308 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2170652 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 34804388 | OtherExpensePriorYear |
| Other Expenses Current Year | 38333844 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 130099831 | TotalExpensesPriorYear |
| Total Expenses Current Year | 138507389 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -7447283 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2254515 | RevenuesLessExpensesCY |
| Total Assets BOY | 434576098 | TotalAssetsBOY |
| Total Assets EOY | 414649915 | TotalAssetsEOY |
| Total Liabilities BOY | 98522980 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 100097675 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 336053118 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 314552240 | NetAssetsOrFundBalancesEOY |
| Mission Description | Willamette University provides rigorous education in the liberal arts and selected professional fields. Teaching and learning, strengthened by scholarship and service, flourish in a vibrant campus community. A Willamette education prepares graduates to transform knowledge into action and lead lives of achievement, contribution and meaning. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 118511003 | Expense |
| Grants | 42835237 | Grants |
| Revenue | 108031986 | Revenue |
| Description | Higher Education: Instruction and Support: 1,907 in CLA, 390 in LAW, 269 in MBA programs and 114 in MAT. (2,680 students) | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 13748110 | Expense |
| Grants | 0 | Grants |
| Revenue | 15519074 | Revenue |
| Description | Higher Education: Auxiliary Functions - Includes room & board (for 1,430 students), bookstore, and summer conferences. | 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 | 132259113 | 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 | 1 | 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 | 1 | 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 |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 3683 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2799 | 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 | SP | 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 | 41 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 37 | 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 | 0 | 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 | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CO | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Robert N Olson | NamePerson |
| Telephone Number | 5033706985 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 State Street | AddressLine1 |
| City | Salem | City |
| State | OR | State |
| ZIP Code | 97301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (54 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| James Albaugh | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Julie Branford | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Truman Collins | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Heather Dempsey | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Paul DeMuniz - See Schedule O | |||||||||
| Board Member | 5 | X | 11700 | 0 | 0 | ||||
| James Fitzhenry | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Eric Friedenwald-Fishman | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| A Brian Gard | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| William R Haden | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Stuart Hall | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Melvin Henderson-Rubio | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Dale Hermann | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Joseph Hoffman | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Robert Hoshibata | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Brian Hufft | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Mary Hughes | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Ronald J Knox | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Peter Kremer | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Eva M Kripalani | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Robert Nunn | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Heidi Patterson | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Punit Renjen | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Sandra M Rowe | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Jacqueline Rushing | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Dale Sause | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Lynne Saxton | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Kevin R Smith | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Patricia Smullin | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Guy Stephenson | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Craig Strobel | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Patrick J Waite | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Roderick Wendt | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Dale Harris | |||||||||
| Life Board Member | 0 | X | 0 | 0 | 0 | ||||
| George Hoyt | |||||||||
| Life Board Member | 0 | X | 0 | 0 | 0 | ||||
| Joan McNamara | |||||||||
| Life Board Member | 0 | X | 0 | 0 | 0 | ||||
| Claris Poppert | |||||||||
| Life Board Member | 0 | X | 0 | 0 | 0 | ||||
| Donald Brown | |||||||||
| Vice Chairman of the Board | 0 | X | 0 | 0 | 0 | X | |||
| Jonathan Carder | |||||||||
| Secretary | 0 | X | 0 | 0 | 0 | X | |||
| Kerry Tymchuk | |||||||||
| Assistant Secretary | 0 | X | 0 | 0 | 0 | X | |||
| Steven Wynne | |||||||||
| Chairman of the Board | 0 | X | 0 | 0 | 0 | X | |||
| Stephen E Thorsett | |||||||||
| President | 40 | X | 179254 | 0 | 57307 | X | |||
| M Lee Pelton | |||||||||
| President | 40 | X | 204165 | 0 | 50380 | X | |||
| William A Yasinski | |||||||||
| VP for Financial Affairs/ Treasurer | 40 | X | 253417 | 0 | 86661 | X | |||
| Kristen Grainger | |||||||||
| Admin Secretary/VP Exec Assist to President | 40 | 158689 | 0 | 29759 | X | ||||
| Peter Letsou | |||||||||
| Dean of Law School/Wendt Chair | 40 | 235076 | 0 | 37264 | X | ||||
| Symeon Symeonides | |||||||||
| Dean of Law School/Parks Chair | 40 | 288782 | 0 | 48352 | X | ||||
| Marlene Moore | |||||||||
| Dean College of Liberal Arts | 40 | 201888 | 0 | 26548 | X | ||||
| Madeleine Rhyneer | |||||||||
| VP for Admission & Financial Aid/CMO | 40 | 238454 | 0 | 33795 | X | ||||
| Debra Ringold | |||||||||
| Dean Atkinson Graduate School of Mgmt | 40 | 234151 | 0 | 33297 | X | ||||
| James Nafziger | |||||||||
| Thomas B Stoel Professor of Law | 40 | 186469 | 0 | 25609 | X | ||||
| Yvonne Tamayo | |||||||||
| Professor of Law & University General Counsel | 40 | 177719 | 0 | 21149 | X | ||||
| David S Clark | |||||||||
| M & B Wilson Professor of Law | 40 | 170109 | 0 | 34740 | X | ||||
| Robert Olson | |||||||||
| Former Interim VP for Financial Affairs/Treasurer | 40 | 142910 | 0 | 36027 | X | ||||
| David Douglass | |||||||||
| Former Interim Dean College of Liberal Arts | 40 | 170083 | 0 | 25450 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2852866 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 546338 | TotalOtherCompensation |
| Number Individuals GT100 K | 84 | 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 | Business Name Line2NameOfContractor/NameBusiness/BusinessNameLine2 | Address Line2AddressOfContractor/AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|
| FXG Construction LLC | |||||||
| 1235 19th Street NE | Salem | OR | 97301 | Construction | 729268 | ||
| White Glove Building Maintenance | |||||||
| PO Box 3108 | Salem | OR | 97302 | Building maintenance | 216604 | Michael Williams | |
| Snyder Roofing of Oregon | |||||||
| PO Box 23819 | Tigard | OR | 97281 | Roofing | 214778 | ||
| KPMG LLP | |||||||
| Dept 0771 | Dallas | TX | 75312 | Auditors | 127800 | PO Box 120001 | |
| Brian Joynt | |||||||
| 14300 West Bell Rd | Surprise | AZ | 85374 | Electrical Contractor | 115018 | Unit 37 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 51320 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 2660919 | GovernmentGrants |
| All Other Contributions | 10126383 | AllOtherContributions |
| Noncash Contributions | 1430424 | NoncashContributions |
| Total Contributions | 12838622 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition and fees | 611310 | 101727028 | 101727028 | 0 | $0 |
| Room and Board fees | 721310 | 13084360 | 13084360 | 0 | $0 |
| Auxiliary income | 611710 | 2434714 | 2434714 | 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 | 117246102 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2262145 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 3720 | UnrelatedBusinessRevenue |
| Exclusion | $2,258,425 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1958 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,958 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5957 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $5,957 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| 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 Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 36196639 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 32974828 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3221811 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3221811 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -140528 | UnrelatedBusinessRevenue |
| Exclusion | $3,362,339 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 79840 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 51320 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 72261 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7579 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $7,579 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Other income | 900099 | 965155 | 0 | 0 | $965,155 |
| Adj related to trusts & annuities | 900099 | -296455 | 0 | 0 | -$296,455 |
Miscellaneous Revenue MiscellaneousRevenue
| 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 Other Revenue | 668700 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 136252874 | TotalRevenueColumn |
| Related Or Exempt Function Income | 117246102 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -136808 | UnrelatedBusinessRevenue |
| Exclusion | $6,304,958 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41312869 | Total |
| Program Services | 41312869 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1522368 | Total |
| Program Services | 1522368 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1058625 | Total |
| Program Services | 528601 | ProgramServices |
| Management And General | 530024 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 488105 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 488105 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42726803 | Total |
| Program Services | 40225327 | ProgramServices |
| Management And General | 1113075 | ManagementAndGeneral |
| Fundraising | 1388401 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3761937 | Total |
| Program Services | 3577304 | ProgramServices |
| Management And General | 60976 | ManagementAndGeneral |
| Fundraising | 123657 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6132109 | Total |
| Program Services | 5784207 | ProgramServices |
| Management And General | 149605 | ManagementAndGeneral |
| Fundraising | 198297 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3170729 | Total |
| Program Services | 2933534 | ProgramServices |
| Management And General | 137078 | ManagementAndGeneral |
| Fundraising | 100117 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125848 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 125848 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133421 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 133421 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 373755 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 373755 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 743416 | Total |
| Program Services | 603974 | ProgramServices |
| Management And General | 73037 | ManagementAndGeneral |
| Fundraising | 66405 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 414596 | Total |
| Program Services | 382091 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 32505 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2537317 | Total |
| Program Services | 2339288 | ProgramServices |
| Management And General | 64195 | ManagementAndGeneral |
| Fundraising | 133834 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1126249 | Total |
| Program Services | 1117312 | ProgramServices |
| Management And General | 8937 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149783 | Total |
| Program Services | 149783 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2562075 | Total |
| Program Services | 2412397 | ProgramServices |
| Management And General | 37121 | ManagementAndGeneral |
| Fundraising | 112557 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62620 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 62620 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2753512 | Total |
| Program Services | 2753512 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5170713 | Total |
| Program Services | 5170713 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 733193 | Total |
| Program Services | 36335 | ProgramServices |
| Management And General | 696858 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Programming and Study Abroad Program | 7291406 | 7291406 | 0 | 0 |
| Designated and Restricted expenses | 5628786 | 5628786 | 0 | 0 |
| Food Service | 3205540 | 3205540 | 0 | 0 |
| Utilities | 2586667 | 2586667 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2734947 | Total |
| Program Services | 2697099 | ProgramServices |
| Management And General | 22969 | ManagementAndGeneral |
| Fundraising | 14879 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138507389 | Total |
| Program Services | 132259113 | ProgramServices |
| Management And General | 4077624 | ManagementAndGeneral |
| Fundraising | 2170652 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16340528 | BOY |
| EOY | 23801031 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8765783 | BOY |
| EOY | 8985833 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1862908 | BOY |
| EOY | 1923910 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10030473 | BOY |
| EOY | 9664454 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 511391 | BOY |
| EOY | 510550 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 790564 | BOY |
| EOY | 365069 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 222440839 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 81332339 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142124492 | BOY |
| EOY | 141108500 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140204179 | BOY |
| EOY | 118103175 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113178602 | BOY |
| EOY | 109281294 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 767178 | BOY |
| EOY | 906099 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 434576098 | BOY |
| EOY | 414649915 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16055793 | BOY |
| EOY | 18581506 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2424036 | BOY |
| EOY | 2516591 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64510586 | BOY |
| EOY | 63480603 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105753 | BOY |
| EOY | 67624 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15426812 | BOY |
| EOY | 15451351 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98522980 | BOY |
| EOY | 100097675 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48771145 | BOY |
| EOY | 40638014 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 158653687 | BOY |
| EOY | 142888429 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128628286 | BOY |
| EOY | 131025797 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 336053118 | BOY |
| EOY | 314552240 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 434576098 | BOY |
| EOY | 414649915 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2254515 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -19246363 | 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 | 203020 | RevenuesIncluded |
| Assets In Part X | 3329716 | AssetsInPartX |
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Solicited Assets For Sale | 1 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 238639755 | BeginningOfYearBalance |
| Contributions | 1798414 | Contributions |
| Investment Earnings Or Losses | -12718310 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 4881878 | GrantsOrScholarships |
| Other Expenditures | 8698764 | OtherExpenditures |
| Administrative Expenses | 373755 | AdministrativeExpenses |
| End Of Year Balance | 213765462 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 215471491 | BeginningOfYearBalance |
| Contributions | 3232101 | Contributions |
| Investment Earnings Or Losses | 34515481 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5099917 | GrantsOrScholarships |
| Other Expenditures | 9052579 | OtherExpenditures |
| Administrative Expenses | 426822 | AdministrativeExpenses |
| End Of Year Balance | 238639755 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 197933688 | BeginningOfYearBalance |
| Contributions | 2383021 | Contributions |
| Investment Earnings Or Losses | 31018728 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5399820 | GrantsOrScholarships |
| Other Expenditures | 9450582 | OtherExpenditures |
| Administrative Expenses | 1013544 | AdministrativeExpenses |
| End Of Year Balance | 215471491 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 267209451 | BeginningOfYearBalance |
| Contributions | 2929983 | Contributions |
| Investment Earnings Or Losses | -58175666 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5021560 | GrantsOrScholarships |
| Other Expenditures | 8380073 | OtherExpenditures |
| Administrative Expenses | 628447 | AdministrativeExpenses |
| End Of Year Balance | 197933688 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.06 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.94 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 8607797 | OtherCostOrOtherBasis |
| Book Value | 8607797 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 156177585 | OtherCostOrOtherBasis |
| Depreciation | 47957506 | Depreciation |
| Book Value | 108220079 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 12555315 | OtherCostOrOtherBasis |
| Depreciation | 8479583 | Depreciation |
| Book Value | 4075732 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 5694923 | OtherCostOrOtherBasis |
| Depreciation | 4130601 | Depreciation |
| Book Value | 1564322 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 39405219 | OtherCostOrOtherBasis |
| Depreciation | 20764649 | Depreciation |
| Book Value | 18640570 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 141108500 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Hedge funds | 47378004 | F |
| Private Equity funds | 35166334 | F |
| Real Asset funds | 17615219 | F |
| Venture Capital funds | 9121737 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 109281294 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Annuities and trusts payable | $8,524,386 |
| U.S. Government loan advances refundable | $6,926,965 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 15451351 | TotalOfAmounts |
| Total Revenue | 136252874 | TotalRevenue |
| Total Expenses | 138507389 | TotalExpenses |
| Excess Or Deficit For Year | -2254515 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -19246363 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $0 | OtherAmount |
| Total Adjustments | -19246363 | TotalAdjustments |
| Excess Or Deficit Per FS | -21500878 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 74035678 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -19246363 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | -19246363 | RevenueNotRptdF990 |
| Revenue Subtotal | 93282041 | RevenueSubtotal |
| Investment Expenses Not Included | 373755 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 42597078 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 42970833 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 136252874 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 95536556 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 72261 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 72261 | ExpensesNotRptdF990 |
| Expenses Subtotal | 95464295 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 373755 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 42669339 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 43043094 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 138507389 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P03_S00_L04 | Schedule D, Part III, Line 4 | Willamette University has a collection of art and cultural/historical artifacts that consists of paintings, photographs, ceramics, drawings, archaeological artifacts, textiles, sculptures, Native American woven baskets, and other media. The collection is valued at $3,329,716 and is held in the University Art Museum. The museum exists to support the liberal arts curriculum of Willamette University, and to serve as an intellectual and cultural resource for the City of Salem and beyond, through the collection, preservation, exhibition, and interpretation of historical and contemporary art with an emphasis on regional art. |
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The endowment funds held by the University are used to support operations including financial aid, instruction, and buildings. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | The Internal Revenue Service has recognized the University as exempt from tax under the provisions of Section 501(c) (3) of the Internal Revenue Code except to the extent of unrelated business income under Sections 511 through 515. Unrelated business income tax is insignificant, and therefore, no tax provision has been made. Accounting principles generally accepted in the United States of America require the University's management to evaluate tax positions taken by the University and recognize a tax liability (or asset) if the University has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. Management has analyzed tax positions taken by the University and has concluded as of May 31, 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. |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Student scholarships of $42,669,339 are net against tuition and fees on the Financial Statement's Statement of Activities to show net tuition and fees. Tuition and fees are grossed up by this amount in Part VIII of the 990 which increases the revenue amount on Line 12. In addition, fundraising direct expenses of $72,261 are included in the calculation of total revenue as reported in Part VIII, Line 12, but are not included in revenue on the Statement of Activities. Thus, revenue in Part VIII of the 990 is decreased by this amount. The net effect of these two items is an increase in revenue in part VIII of the 990 of $42,597,078. |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Direct expenses for fundraising events totaling $72,261 are included in expenses on the Statement of Activities in the audited financial statements. However, they are not included in Part IX of the 990. Rather, they are included in the calculation of total revenue in Part VIII. |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Student scholarships of $42,669,339 are net against tuition and fees on the Statement of Activities to reduce total revenue on the audited financial statements. They are not included in total expenses on the Statement of Activities. Whereas, student scholarships are reported as an expense in Part IX of the 990 and are included in total expenses as reported on Line 25. |
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 University posted its policy in the Oregonian newspaper during the period of solicitation for students. |
| SchE_P01_S00_L06 | Schedule E, Part I, Line 6 | The University receives Title IV funds for financial aid purposes, as well as federal and state grants for faculty research and programming purposes. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (12 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | 88144000 | |
| Europe (including Iceland and Greenland) | 0 | 0 | Investments | 5927000 | |
| Europe (including Iceland and Greenland) | 1 | 2 | Program Services | 1303856 | Study Abroad Program |
| Europe (including Iceland and Greenland) | 0 | 0 | Grantmaking | 711452 | |
| East Asia and the Pacific | 0 | 0 | Grantmaking | 501675 | |
| South America | 0 | 0 | Grantmaking | 187271 | |
| East Asia and the Pacific | 0 | 0 | Program Services | 132884 | Study Abroad Program |
| Central America and the Caribbean | 0 | 0 | Grantmaking | 37050 | |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Grantmaking | 32600 | |
| Sub-Saharan Africa | 0 | 0 | Grantmaking | 25975 | |
| Russia and the newly independent States | 0 | 0 | Grantmaking | 13920 | |
| Middle East and North Africa | 0 | 0 | Grantmaking | 12425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 2 | TotalNumberOfEmployees |
| Total Amount Spent | 97030108 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (8 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance |
|---|---|---|---|---|---|
| Scholarships | Europe (including Iceland and Greenland) | 65 | 711452 | Applied to student bill to offset tuition and fees | 0 |
| Scholarships | East Asia and the Pacific | 41 | 501675 | Applied to student bill to offset tuition and fees | 0 |
| Scholarships | South America | 19 | 187271 | Applied to student bill to offset tuition and fees | 0 |
| Scholarships | Central America and the Caribbean | 2 | 37050 | Applied to student bill to offset tuition and fees | 0 |
| Scholarships | North America (including Canada and Mexico, but not the United States) | 2 | 32600 | Applied to student bill to offset tuition and fees | 0 |
| Scholarships | Sub-Saharan Africa | 4 | 25975 | Applied to student bill to offset tuition and fees | 0 |
| Scholarships | Russia and the newly independent States | 1 | 13920 | Applied to student bill to offset tuition and fees | 0 |
| Scholarships | Middle East and North Africa | 1 | 12425 | Applied to student bill to offset tuition and fees | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchF_P01_S00_L02 | Schedule F, Part I, Line 2 | Scholarships/grants awarded to students that are studying abroad are applied to their student accounts. The scholarships offset tuition and fees to reduce the amount that students owe to the University. Thus, the students do not physically receive the money. So, there is not a need to have any procedures that differ from students that are attending on campus - other than the verification of participation and completion of the program. The following are the procedures followed by the University for monitoring the use of scholarship/grant funds: The Business Office notifies the Financial Aid Office of amounts available to award to students each academic year. Financial Aid Office selects recipients based upon criteria established for each type of funding. Financial Aid Office notifies the Business Office of expenditures for each term during the academic year. At year-end, Financial Aid Office and Business Office reconcile accounts for all funds. For donor-contributed scholarships (endowed or annually funded), the Development Office provides annual reports to the donors regarding the use of those funds. |
| SchF_P04_S00_L03 | Schedule F, Part IV, Line 3 | The University had ownership interests in foreign corporations through investments. However, the University does not meet the filing requirements for Form 5471 based upon the category of filers noted in the instructions. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FORE Willamette | NameOfEvent1 |
| Gross Receipts Event1 | 93885 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 40940 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 52945 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 11000 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 10748 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 32916 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Puttin' on the Ritz | NameOfEvent2 |
| Gross Receipts Event2 | 18760 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 0 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 18760 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 0 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 1405 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 6095 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 1800 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 4535 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 18515 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 10380 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 8135 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 0 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 880 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 2347 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 535 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 131160 | GrossReceiptsTotal |
| Charitable Contributions Total | 51320 | CharitableContributionsTotal |
| Gross Revenue Total Events | 79840 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 13285 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 19190 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 1800 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 37986 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 72261 | DirectExpenseSummaryEvents |
| Net Income Summary | 7579 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Scholarships to students | 2462 | 41146971 |
| Student research grants | 37 | 91561 |
| Faculty research grants | 26 | 67837 |
| Other student awards & prizes | 20 | 6500 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | Procedures for monitoring of scholarships - The Business Office notifies the Financial Aid Office of amounts available to award to students each academic year. Financial Aid Office selects recipients based upon criteria established for each type of funding. Financial Aid Office notifies the Business Office of expenditures for each term during the academic year. At year-end, Financial Aid Office and Business Office reconcile accounts for all funds. For donor-contributed scholarships (endowed or annually funded), the Development Office provides annual reports to the donors regarding the use of those funds. Procedures for monitoring research grants - There are several different departments that offer research grants at Willamette. Each department has different monitoring procedures for the use of grant funds. However, the monitoring procedures typically involve the following: a written and/or verbal report on the research project must be submitted during and/or at the conclusion of the project; receipts must be submitted for reimbursement of project expenditures. Final payment of grant funds is often contingent on the aforementioned items. The Department that awards the grants handles the related monitoring of those grant funds. Procedures for monitoring other student awards and prizes - Award/prize recipients are determined by criteria established by the respective departments. Departments work with the Accounting Office to make sure that the award funds are disbursed to the correct student. Procedures for monitoring other student awards & prizes - Award/prize recipients are determined by criteria established by the respective departments. Departments work with the Accounting Office to make sure that the award funds go to the correct student. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| 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 | 1 | 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 (14 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 Related OrgsCompReportPrior990RelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stephen E Thorsett | |||||||||||||
| 174295 | 0 | 0 | 0 | 4959 | 0 | 35000 | 0 | 22307 | 0 | 236561 | 0 | 0 | |
| M Lee Pelton | |||||||||||||
| 194681 | 0 | 0 | 0 | 9484 | 0 | 18725 | 0 | 31655 | 0 | 254545 | 0 | 0 | 0 |
| William A Yasinski | |||||||||||||
| 243927 | 0 | 0 | 0 | 9490 | 0 | 24500 | 0 | 62161 | 0 | 340078 | 0 | 0 | 0 |
| Kristen Grainger | |||||||||||||
| 128288 | 0 | 0 | 0 | 30401 | 0 | 13629 | 0 | 16130 | 0 | 188448 | 0 | 0 | 0 |
| Peter Letsou | |||||||||||||
| 233898 | 0 | 0 | 0 | 1178 | 0 | 23827 | 0 | 13437 | 0 | 272340 | 0 | 0 | 0 |
| Symeon Symeonides | |||||||||||||
| 281550 | 0 | 0 | 0 | 7232 | 0 | 24500 | 0 | 23852 | 0 | 337134 | 0 | 0 | 0 |
| Marlene Moore | |||||||||||||
| 199116 | 0 | 0 | 0 | 2772 | 0 | 20000 | 0 | 6548 | 0 | 228436 | 0 | 0 | 0 |
| Madeleine Rhyneer | |||||||||||||
| 204971 | 0 | 0 | 0 | 33483 | 0 | 21012 | 0 | 12783 | 0 | 272249 | 0 | 0 | 0 |
| Debra Ringold | |||||||||||||
| 227338 | 0 | 0 | 0 | 6813 | 0 | 22889 | 0 | 10408 | 0 | 267448 | 0 | 0 | 0 |
| James Nafziger | |||||||||||||
| 180108 | 0 | 0 | 0 | 6361 | 0 | 17240 | 0 | 8369 | 0 | 212078 | 0 | 0 | 0 |
| Yvonne Tamayo | |||||||||||||
| 176641 | 0 | 0 | 0 | 1078 | 0 | 12910 | 0 | 8239 | 0 | 198868 | 0 | 0 | 0 |
| David S Clark | |||||||||||||
| 165674 | 0 | 0 | 0 | 4435 | 0 | 17040 | 0 | 17700 | 0 | 204849 | 0 | 0 | 0 |
| Robert Olson | |||||||||||||
| 141692 | 0 | 0 | 0 | 1218 | 0 | 14280 | 0 | 21747 | 0 | 178937 | 0 | 0 | 0 |
| David Douglass | |||||||||||||
| 169558 | 0 | 0 | 0 | 525 | 0 | 17085 | 0 | 8365 | 0 | 195533 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | First class travel for business purposes was provided to the University President. The University President is required as a condition of employment to maintain a personal residence in a house provided by the University. The housing arrangement is for the convenience of the University and the house is used for University business. Housing allowances were paid to the Dean of the Law School and to the Vice President for Admission & Financial Aid. Club memberships were provided to the University President and the Dean of the Graduate School of Management. Personal services consist of custodial services for the University-owned residence occupied by the President. |
| SchJ_P01_S00_L01b | Schedule J, Part I, Line 1b | Items noted in 1a were provided based on employment agreements with the University President and other employees, and the University followed the provisions of these agreements regarding payment/reimbursement/provision of these items. |
| SchJ_P01_S00_L04 | Schedule J, Part I, Line 4 | (4b) The employment agreement for President Thorsett includes a longevity bonus equal to 10% of the base salary amount for each of the five years following July 1, 2011, payable upon completion of five full years of employment as President. |
Schedule K IRS990ScheduleK
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 |
|---|---|---|---|---|---|---|---|
| State of Oregon - Oregon Facilities Authority | |||||||
| 936001787 | 00068608J | 2007-06-14 | 32409522 | See Part VI of Schedule K | 0 | 0 | 0 |
| State of Oregon - Oregon Facilities Authority | |||||||
| 936001787 | 68608JMC2 | 2010-05-06 | 28540002 | See Part VI of Schedule K | 0 | 0 | 0 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 550000 | 0 | 32409522 | 0 | 0 | 5605788 | 419966 | 0 | 0 | 23437177 | 0 | 0 | 2009 | 0 | 1 | 1 | 1 |
| 1125000 | 0 | 28540002 | 0 | 156603 | 16251533 | 373227 | 0 | 0 | 12206147 | 0 | 2686246 | 2012 | 0 | 1 | 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 | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|
| GE Capitol | |||||||
| 0 | 0 | 0 | 1 | 120109 | 1 | 0 | 0 |
| (no name) | |||||||
| 0 | 0 | 0 | 0 | 0 | 0 | ||
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchK_P01_S00_L00f | Identifier |
| Return Reference | Schedule K, Part I, Column f | ReturnReference |
| Explanation | Line a) - Bond issue date 6/14/2007, CUSIP 00068608J: The proceeds of the bonds were used to repay the outstanding line of credit, to finance the construction of five major projects, and to advance refund $8,400,000 of the Series 2004 bonds, which were issued on June 30, 2004. Line B) - Bond issue date 5/6/2010, CUSIP 68608JMC2: The proceeds of the bonds were used to repay the outstanding line of credit, to advance refund the remaining balances of the Series 2004 (issued June 30, 2004) and Series 2005 (issued 8/18/2005) bonds, to provide funding for several capital projects, and to assist with other facility upgrades and improvements. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Brian Hoyt | |||
| Son of Trustee George Hoyt | 121209 | Employment | 0 |
| Carolyn Hoyt | |||
| Daughter-in-law of Trustee George Hoyt | 116185 | Employment | 0 |
| Mary DeMuniz | |||
| Spouse of Trustee Paul DeMuniz | 48200 | Employment | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 31 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 203020 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Opinion of Experts | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 7407 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Sale of comparable books | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 29 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1197700 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Selling price | MethodOfDeterminingRevenues |
Historical Artifacts HistoricalArtifacts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4907 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Opinion of experts | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Fundraiser auction items | 5 | 8564 | Cost of donated items |
| X | Physical structures/Equipment | 2 | 7498 | Cost of donated items |
| X | Classroom equipment and materials | 3 | 992 | Cost of donated items |
| X | Food, beverage and other items donated for campus events | 2 | 336 | Cost of donated items |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 8 | 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 (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchM_P01_S00_L00 | Schedule M, Part I | Part I, column b represents the number of donors who made contributions for the applicable categories. |
| SchM_P01_S00_L32b | Schedule M, Part I, Line 32b | Securities that are donated to the University are sold by investment brokerage firms. In addition, the University uses a third party company to help process noncash donations for an annual fundraiser. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P05_S00_L04b | Form 990, Part V, Line 4b | Willamette University filed a Report of Foreign Bank and Financial Accounts TD F 90-22.1, related to the financial account in the country noted in Part V, Line 4b. |
| F990_P06_S0A_L01a | Form 990, Part VI, Section A, Line 1a | The University Bylaws grant broad authority to the Executive Committee of the Board of Trustees to act as an interim Board. It is comprised of the Chair of the Board, the Vice Chair of the Board, the Treasurer, the Secretary, the President of the University, and the chair of the following committees: Endowment, Financial Affairs & Audit, Facilities & Technology, College of Liberal Arts, Atkinson Graduate School of Management, College of Law, Graduate School of Education and University Relations. All of the voting members of the Executive Committee are members of the Board of Trustees or Officers of the corporation. |
| F990_P06_S0A_L01b | Form 990, Part VI, Section A, Line 1b | As is noted in Schedule O for question 12c, board members with a conflict of interest disclose this fact to either the Chairman of the Board, the University President, or the chair of the relevant committee. Then, an appropriate course of action is taken, such as refraining from participation in the matter to which the conflict relates. |
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | Donald Brown, trustee, and Patricia Smullin, trustee: Family relationship. Truman Collins, trustee, and Roderick Wendt, trustee: Business relationship. Punit Renjen, trustee, and James Albaugh, trustee: Business relationship. Roderick Wendt, trustee, and Steven Wynne, trustee: Business relationship. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | (11a) The Form 990 and its related schedules, except for Schedule B, was provided to all members of the Board of Trustees prior to the University filing the completed form with the IRS. (11b) The Form 990 and its accompanying schedules are reviewed by the Controller, the Vice President for Financial Affairs and the President. Then, the draft of the 990, except for Schedule B, is posted to a secure website that can only be accessed by members of the Board of Trustees. Board members are notified via e-mail that the 990 is available to review on the secure website. In addition, both the Finance Committee and the Executive Committee review and discuss the return. After the form has been reviewed by all noted parties it is modified (if necessary) and finalized. If the form is modified, it is re-submitted to the board. Then, it is submitted to the IRS. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | The conflict of interest policy that applies to all Officers, members of the Board of Trustees and Key Employees is distributed and reviewed annually; all Trustees, Officers and Key Employees must complete, sign, and return the policy to the President's Office or the Vice President for Financial Affairs. The Board's process for addressing conflicts of interest in accordance with the adopted above-referenced policy is as follows: "If an individual believes that he or she may have a conflict of interest, the individual shall promptly and fully disclose the conflict on a form and to the Chairman of the Board of Trustees or President, or the Chair of any Committee of the Board considering the matter, and shall refrain from participating on behalf of the University in the matter to which the conflict relates until the conflict question has been waived by vote of the Board of Trustees or a Committee of the Board after the material facts of the transaction and the individual's interest are disclosed or known to the Board or Committee of the Board, or otherwise resolved in compliance with the Oregon Nonprofit Corporation Act (ORS ch. 65)." The Board Chair, President, Board Treasurer and Administrative Secretary to the Board monitor compliance on an ongoing basis. Monitoring activities may include review of meeting minutes by the Administrative Secretary to identify potential/developing conflicts or conflicts that may have already occurred; informal discussions with Committee chairs or Board officers to raise awareness of conflicts and potential conflicts. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | An ad hoc committee of members of the Board of Trustees established the compensation for the President of the University. The committee consisted of three members that did not have a conflict of interest per IRS regulations section 53-4958-6(c)(1)(iii). In order to establish an appropriate level of compensation, the committee gathered data from several comparison groups, including similar sized liberal arts colleges located in the northwestern United States. In addition, a nationwide review of compensation as reported on the 990's of other similar sized private liberal arts universities was performed. Once the amount was decided upon the information was passed on to the Executive Committee. The Executive Committee subsequently approved the compensation package. This process occurred in April of 2011 for fiscal year 2011-12. The last time this process was undertaken by the University was in June of 2012. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | Audited Financial Statements are posted on the University's website. The conflict of interest policy and the University's governing documents are not made available to the public. |
| F990_P07_S0A_L01a | Form 990, Part VII, Section A, Line 1a | Paul DeMuniz, a board member listed under Line 1a, was compensated as an Adjunct Professor at Willamette University's College of Law. His compensation was not related to his position as a member of the board of trustees. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | The $-19,246,363 on line 5, other changes in net assets or fund balances, is unrealized losses on investments. This amount is also noted in Part XI and XII of Schedule D, the reconciliation schedules between the 990 and the University's audited financial statements. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|
| Charitable remainder unitrusts (28) | |||||||
| 900 State Street | Salem | OR | 97301 | Beneficial interest | OR | N/A | T |
| Estate Trust (1) | |||||||
| 900 State Street | Salem | OR | 97301 | Beneficial interest | OR | N/A | T |
| 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 |