WILLAMETTE UNIVERSITY: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: WILLAMETTE UNIVERSITY (EIN 93-0386972)
Tax period: 2010-06-01 to 2011-05-31
Filed: 2012-04-09
IRS object ID: 201231029349300708
Schema version: 2010v3.4
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	2012-04-09T13:14:44-07:00	Timestamp
Tax Period End Date	2011-05-31	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2010-06-01	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	Robert Olson	Name
Title	AVP Financial Affairs	Title
Phone	5033706985	Phone
Date Signed	2012-04-09	DateSigned

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	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	179715271	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 educates 2,800 enterprising, high-achieving students in a premier undergraduate college of arts and sciences, and graduate schools of law, business and education. We are nationally recognized for our leadership in sustainability and focus on social responsibility - qualities that reflect our Northwest values and our deeply held motto "not unto ourselves alone are we born." Willamette faculty members are celebrated teachers and noted scholars who above all else are deeply committed to the success of their students. Our graduates are prepared for successful careers of meaningful work in the private and public sectors or to pursue advanced study at some of the nation's most prestigious graduate and professional schools.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	41	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	36	NbrIndependentVotingMembers
Total Nbr Employees	2812	TotalNbrEmployees
Total Nbr Volunteers	744	TotalNbrVolunteers
Total Gross UBI	-150559	TotalGrossUBI
Net Unrelated Business Txbl Income	-150568	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	8915295	ContributionsGrantsPriorYear
Contributions Grants Current Year	10440649	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	102198782	ProgramServiceRevenuePriorYear
Program Service Revenue CY	106847427	ProgramServiceRevenueCY
Investment Income Prior Year	24024962	InvestmentIncomePriorYear
Investment Income Current Year	2057230	InvestmentIncomeCurrentYear
Other Revenue Prior Year	356752	OtherRevenuePriorYear
Other Revenue Current Year	3307242	OtherRevenueCurrentYear
Total Revenue Prior Year	135495791	TotalRevenuePriorYear
Total Revenue Current Year	122652548	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	36317426	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	39047822	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	53475592	SalariesEtcPriorYear
Salaries Etc Current Year	56247621	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	2360320	TotalFundrsngExpCurrentYear
Other Expense Prior Year	35995254	OtherExpensePriorYear
Other Expenses Current Year	34804388	OtherExpensesCurrentYear
Total Expenses Prior Year	125788272	TotalExpensesPriorYear
Total Expenses Current Year	130099831	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	9707519	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-7447283	RevenuesLessExpensesCY
Total Assets BOY	408135711	TotalAssetsBOY
Total Assets EOY	434576098	TotalAssetsEOY
Total Liabilities BOY	97080926	TotalLiabilitiesBOY
Total Liabilities EOY	98522980	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	311054785	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	336053118	NetAssetsOrFundBalancesEOY
Mission Description	Willamette University educates 2,800 enterprising, high-achieving students in a premier undergraduate college of arts and sciences, and graduate schools of law, business and education. We are nationally recognized for our leadership in sustainability and focus on social responsibility - qualities that reflect our Northwest values and our deeply held motto "not unto ourselves alone are we born." Willamette faculty members are celebrated teachers and noted scholars who above all else are deeply committed to the success of their students. Our graduates are prepared for successful careers of meaningful work in the private and public sectors or to pursue advanced study at some of the nation's most prestigious graduate and professional schools.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	110449748	Expense
Grants	39047822	Grants
Revenue	97634351	Revenue
Description	Higher Education: Instruction and Support: 1,762 in CLA, 412 in LAW, 262 in MBA programs and 94 in MAT. (2.530 students)	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	13246297	Expense
Grants	0	Grants
Revenue	14577548	Revenue
Description	Higher Education: Auxiliary Functions - Includes room & board (for 1,389 students), bookstore, and summer conferences. (2,530 students)	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	123696045	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	1	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	3056	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	2812	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	36	NumberIndependentVotingMembers
Family Or Business Relationship	1	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	1	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	0	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	0	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	0	WhistleblowerPolicy
Document Retention Policy	0	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 (76 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
Katherine Conolly
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	10080	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
Susan Hammer
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
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
Margaret Moreland
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
Lila Schmidt
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
John Wittmayer
Board Member	0	X	0	0	0
Ray Atkinson
Life Board Member	0	X	0	0	0
Ralph Bolliger
Life Board Member	0	X	0	0	0
Robert Burtner
Life Board Member	0	X	0	0	0
Stewart Butler
Life Board Member	0	X	0	0	0
Wallace Carson Jr
Life Board Member	0	X	0	0	0
Maribeth Collins
Life Board Member	0	X	0	0	0
Gerald Frank
Life Board Member	0	X	0	0	0
Alan Goudy
Life Board Member	0	X	0	0	0
Henry Haines
Life Board Member	0	X	0	0	0
Dale Harris
Life Board Member	0	X	0	0	0
Mark O Hatfield
Life Board Member	0	X	0	0	0
Henry Hewitt
Life Board Member	0	X	0	0	0
Douglas Houser
Life Board Member	0	X	0	0	0
George Hoyt
Life Board Member	0	X	0	0	0
William Kilkenny
Life Board Member	0	X	0	0	0
Eric Lindauer
Life Board Member	0	X	0	0	0
William Long
Life Board Member	0	X	0	0	0
Joan McNamara
Life Board Member	0	X	0	0	0
Thomas Neilsen
Life Board Member	0	X	0	0	0
Robert Packard
Life Board Member	0	X	0	0	0
Norma Paulus
Life Board Member	0	X	0	0	0
Claris Poppert
Life Board Member	0	X	0	0	0
George Rives
Life Board Member	0	X	0	0	0
Robert Smith
Life Board Member	0	X	0	0	0
William Swindells
Life Board Member	0	X	0	0	0
Loren Winterscheid
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
M Lee Pelton
President	40	X	441625	0	66539	X
Larry D Large
Interim President	40	X	102570	0	22513	X
William A Yasinski
VP for Financial Affairs/ Treasurer	40	X	252445	0	87931	X
Kristen Grainger
Admin Secretary/VP Exec Assist to President	40		138365	0	28662	X
Symeon Symeonides
Dean of Law School/Parks Chair	40		292303	0	39576		X
David Douglass
Interim Dean College of Liberal Arts	40		176055	0	25568		X
Madeleine Rhyneer
VP for Admission & Financial Aid/CMO	40		236586	0	32848			X
Debra Ringold
Dean Atkinson Graduate School of Mgmt	40		232427	0	34589			X
Ron Korvas
VP for Development & Alumni Relations	40		222896	0	33707			X
Peter Letsou
Law School Associate Dean/Wendt Chair	40		200095	0	24110			X
James Nafziger
Thomas B Stoel Professor of Law	40		180641	0	25144			X
Robert Olson
Former Interim VP for Financial Affairs/Treasurer	40		142557	0	21020				X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	2628645	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	442207	TotalOtherCompensation
Number Individuals GT100 K	77	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	Address Line2AddressOfContractor/AddressUS/AddressLine2	Business Name Line2NameOfContractor/NameBusiness/BusinessNameLine2
FXG Construction LLC
1235 19th Street NE	Salem	OR	97301	Construction	1163696
LCG Pence LLC
2747 Pence Loop SE	Salem	OR	97302	Building Construction	343747
Cadent Energy Partners I LP
4 High Ridge Park	Stamford	CT	06905	Investment management	233193	Suite 303
Brian Joynt
2710 Harding Avenue NW	Salem	OR	97304	Electrician	141567
White Glove Building Maintenance
PO Box 3108	Salem	OR	97302	Building maintenance	111580		Michael Williams

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	6	NumberOfContractorsGT100K
Federated Campaigns	0	FederatedCampaigns
Membership Dues	0	MembershipDues
Fundraising Events	27133	FundraisingEvents
Related Organizations	0	RelatedOrganizations
Government Grants	1724488	GovernmentGrants
All Other Contributions	8689028	AllOtherContributions
Noncash Contributions	1123754	NoncashContributions
Total Contributions	10440649	TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	ExclusionExclusionAmount
Tuition and fees	611310	92269879	92269879	$0
Room and Board fees	721310	12142597	12142597	$0
Auxiliary income	611710	2434951	2434951	$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	106847427	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	2674955	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	49754	UnrelatedBusinessRevenue
Exclusion	$2,625,201	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	10070	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$10,070	ExclusionAmount

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	4876	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$4,876	ExclusionAmount

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	0	Real
Personal	0	Personal

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	56378785	Securities
Other	0	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	57006580	Securities
Other	0	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	-627795	Securities
Other	0	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	-627795	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	-200313	UnrelatedBusinessRevenue
Exclusion	-$427,482	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	57042	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	27133	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	56143	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	899	TotalRevenueColumn
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$899	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	1040212	0	0	$1,040,212
Adj related to trusts & annuities	900099	2261255	0	0	$2,261,255

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	3301467	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	122652548	TotalRevenueColumn
Related Or Exempt Function Income	106847427	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	-150559	UnrelatedBusinessRevenue
Exclusion	$5,515,031	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	37752238	Total
Program Services	37752238	ProgramServices

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	1295584	Total
Program Services	1295584	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	1074193	Total
Program Services	564356	ProgramServices
Management And General	509837	ManagementAndGeneral
Fundraising	0	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	521641	Total
Program Services	0	ProgramServices
Management And General	521641	ManagementAndGeneral
Fundraising	0	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	41923846	Total
Program Services	39338177	ProgramServices
Management And General	1074442	ManagementAndGeneral
Fundraising	1511227	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	3746877	Total
Program Services	3506891	ProgramServices
Management And General	105243	ManagementAndGeneral
Fundraising	134743	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	5881725	Total
Program Services	5549770	ProgramServices
Management And General	120486	ManagementAndGeneral
Fundraising	211469	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	3099339	Total
Program Services	2855053	ProgramServices
Management And General	135970	ManagementAndGeneral
Fundraising	108316	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	67318	Total
Program Services	0	ProgramServices
Management And General	67318	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	108722	Total
Program Services	0	ProgramServices
Management And General	108722	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	426822	Total
Program Services	0	ProgramServices
Management And General	426822	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	651990	Total
Program Services	521710	ProgramServices
Management And General	70915	ManagementAndGeneral
Fundraising	59365	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	350299	Total
Program Services	322149	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	28150	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	2411992	Total
Program Services	2213768	ProgramServices
Management And General	57339	ManagementAndGeneral
Fundraising	140885	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	896474	Total
Program Services	889418	ProgramServices
Management And General	7056	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	152172	Total
Program Services	152172	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	2410497	Total
Program Services	2186384	ProgramServices
Management And General	75248	ManagementAndGeneral
Fundraising	148865	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	48605	Total
Program Services	0	ProgramServices
Management And General	48605	ManagementAndGeneral
Fundraising	0	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	2764600	Total
Program Services	2764600	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	5201704	Total
Program Services	5201704	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	727161	Total
Program Services	19500	ProgramServices
Management And General	707661	ManagementAndGeneral
Fundraising	0	Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices
Programming and Study Abroad Program	5782458	5782458
Designated and Restricted expenses	4124241	4124241
Food Service	3037191	3037191
Utilities	2402606	2402606
Bookstore	1355789	1355789

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	1883747	Total
Program Services	1860286	ProgramServices
Management And General	6161	ManagementAndGeneral
Fundraising	17300	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	130099831	Total
Program Services	123696045	ProgramServices
Management And General	4043466	ManagementAndGeneral
Fundraising	2360320	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	13012320	BOY
EOY	16340528	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	9440383	BOY
EOY	8765783	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	2059198	BOY
EOY	1862908	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	10263618	BOY
EOY	10030473	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	592786	BOY
EOY	511391	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	513063	BOY
EOY	790564	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	219109034	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	76984542	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	143683740	BOY
EOY	142124492	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	120439702	BOY
EOY	140204179	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	105971553	BOY
EOY	113178602	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	2159348	BOY
EOY	767178	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	408135711	BOY
EOY	434576098	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	16132442	BOY
EOY	16055793	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	2057435	BOY
EOY	2424036	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	65285571	BOY
EOY	64510586	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	142658	BOY
EOY	105753	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	13462820	BOY
EOY	15426812	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	97080926	BOY
EOY	98522980	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	40290474	BOY
EOY	48771145	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	147098451	BOY
EOY	158653687	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	123665860	BOY
EOY	128628286	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	311054785	BOY
EOY	336053118	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	408135711	BOY
EOY	434576098	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-7447283	ReconcilationRevenueExpenses
Reconcilation Other Changes	32445616	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	175004	RevenuesIncluded
Assets In Part X	3161806	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	0	SolicitedAssetsForSale

Current Year CurrentYear

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 Minus1 Year CurrentYearMinus1Year

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 Minus2 Years CurrentYearMinus2Years

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	0.09	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.91	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	154241157	OtherCostOrOtherBasis
Depreciation	44847100	Depreciation
Book Value	109394057	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	12478633	OtherCostOrOtherBasis
Depreciation	7969313	Depreciation
Book Value	4509320	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	5409138	OtherCostOrOtherBasis
Depreciation	4589783	Depreciation
Book Value	819355	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	38372309	OtherCostOrOtherBasis
Depreciation	19578346	Depreciation
Book Value	18793963	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	142124492	TotalOfBookValueLandBuildings

Other Securities OtherSecurities (4 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
Hedge funds	51067393	F
Private Equity funds	35400683	F
Real Asset funds	18078518	F
Venture Capital funds	8632008	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	113178602	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
Annuities and trusts payable	$8,569,236
U.S. government loans advances, refundable	$6,857,576

Field	Value	IRS element (for citing)
Total Of Amounts	15426812	TotalOfAmounts
Total Revenue	122652548	TotalRevenue
Total Expenses	130099831	TotalExpenses
Excess Or Deficit For Year	-7447283	ExcessOrDeficitForYear
Net Unrealized GL On Investments	32445616	NetUnrealizedGLOnInvestments
Donated Services And Facilities	0	DonatedServicesAndFacilities
Investment Expenses	0	InvestmentExpenses
Prior Period Adjustments	0	PriorPeriodAdjustments
Other	$0	OtherAmount
Total Adjustments	32445616	TotalAdjustments
Excess Or Deficit Per FS	24998333	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	115865692	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	32445616	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	0	DonatedSrvcAndUseOfFacilities
Recoveries Of Prior Year Grants	0	RecoveriesOfPriorYearGrants
Other Revenues	0	OtherRevenues
Revenue Not Rptd F990	32445616	RevenueNotRptdF990
Revenue Subtotal	83420076	RevenueSubtotal
Investment Expenses Not Included	426822	InvestmentExpensesNotIncluded
Other Revenues Not Included	38805650	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	39232472	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	122652548	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	90867359	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	0	DonatedServicesUseOfFacilities
Prior Year Adjustments	0	PriorYearAdjustments
Losses Reported	0	LossesReported
Other Expenses Included	56143	OtherExpensesIncluded
Expenses Not Rptd F990	56143	ExpensesNotRptdF990
Expenses Subtotal	90811216	ExpensesSubtotal
Investment Expenses Not Included2	426822	InvestmentExpensesNotIncluded2
Other Expenses Not Included	38861793	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	39288615	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	130099831	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 $3,161,806 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, 2011, 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 $38,861,793 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 $56,143 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 $38,805,650.
SchD_P13_S00_L02d	Schedule D, Part XIII, Line 2d	Direct expenses for fundraising events totaling $56,143 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 $38,861,793 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	86996000
Europe (including Iceland and Greenland)	0	0	Investments	6638000
Europe (including Iceland and Greenland)	1	2	Program Services	1146607	Study Abroad Program
Europe (including Iceland and Greenland)	0	0	Grantmaking	644575
East Asia and the Pacific	0	0	Grantmaking	262889
East Asia and the Pacific	0	0	Program Services	135505	Study Abroad Program
South America	0	0	Grantmaking	199580
Sub-Saharan Africa	0	0	Grantmaking	68790
Middle East and North Africa	0	0	Grantmaking	46000
Russia and the newly independent States	0	0	Grantmaking	41250
South Asia	0	0	Grantmaking	24425
North America (including Canada and Mexico, but not the United States)	0	0	Grantmaking	8075

Field	Value	IRS element (for citing)
Total Number Of Offices	1	TotalNumberOfOffices
Total Number Of Employees	2	TotalNumberOfEmployees
Total Amount Spent	96211696	TotalAmountSpent

Grants To Ind Outside US GrantsToIndOutsideUS (8 entries)

Type Of AssistanceTypeOfAssistance	RegionRegion	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant	Manner Of Cash DisbursementMannerOfCashDisbursement
Scholarships	Europe (including Iceland and Greenland)	64	644575	Applied to student bill to offset tuition and fees
Scholarships	East Asia and the Pacific	25	262889	Applied to student bill to offset tuition and fees
Scholarships	South America	21	199580	Applied to student bill to offset tuition and fees
Scholarships	Sub-Saharan Africa	5	68790	Applied to student bill to offset tuition and fees
Scholarships	Middle East and North Africa	6	46000	Applied to student bill to offset tuition and fees
Scholarships	Russia and the newly independent States	2	41250	Applied to student bill to offset tuition and fees
Scholarships	South Asia	2	24425	Applied to student bill to offset tuition and fees
Scholarships	North America (including Canada and Mexico, but not the United States)	1	8075	Applied to student bill to offset tuition and fees

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	1	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	48495	GrossReceiptsEvent1
Charitable Contributions Event1	15975	CharitableContributionsEvent1
Gross Revenue Event1	32520	GrossRevenueEvent1
Cash Prizes Event1	0	CashPrizesEvent1
Non Cash Prizes Event1	345	NonCashPrizesEvent1
Rent Facility Costs Event1	20813	RentFacilityCostsEvent1
Food And Beverage Event1	5186	FoodAndBeverageEvent1
Entertainment Event1	0	EntertainmentEvent1
Other Direct Expenses Event1	5698	OtherDirectExpensesEvent1
Name Of Event2	Puttin on the Ritz	NameOfEvent2
Gross Receipts Event2	14140	GrossReceiptsEvent2
Charitable Contributions Event2	0	CharitableContributionsEvent2
Gross Revenue Event2	14140	GrossRevenueEvent2
Cash Prizes Event2	0	CashPrizesEvent2
Non Cash Prizes Event2	0	NonCashPrizesEvent2
Rent Facility Costs Event2	1607	RentFacilityCostsEvent2
Food And Beverage Event2	7038	FoodAndBeverageEvent2
Entertainment Event2	1800	EntertainmentEvent2
Other Direct Expenses Event2	8456	OtherDirectExpensesEvent2
Total Number Of Other Events	2	TotalNumberOfOtherEvents
Gross Receipts Other Events	21540	GrossReceiptsOtherEvents
Charitable Contrib Other Events	11158	CharitableContribOtherEvents
Gross Revenue Other Events	10382	GrossRevenueOtherEvents
Cash Prizes Other Events	0	CashPrizesOtherEvents
Non Cash Prizes Other Events	0	NonCashPrizesOtherEvents
Rent Facility Costs Other Events	1100	RentFacilityCostsOtherEvents
Food And Beverage Other Events	2050	FoodAndBeverageOtherEvents
Entertainment Other Events	1700	EntertainmentOtherEvents
Other Direct Expenses Other Events	350	OtherDirectExpensesOtherEvents
Gross Receipts Total	84175	GrossReceiptsTotal
Charitable Contributions Total	27133	CharitableContributionsTotal
Gross Revenue Total Events	57042	GrossRevenueTotalEvents
Cash Prizes Total Events	0	CashPrizesTotalEvents
Non Cash Prizes Total Events	345	NonCashPrizesTotalEvents
Rent Facility Costs Total Events	23520	RentFacilityCostsTotalEvents
Food And Beverage Total Events	14274	FoodAndBeverageTotalEvents
Entertainment Total Events	3500	EntertainmentTotalEvents
Other Direct Expenses Total Events	14504	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	56143	DirectExpenseSummaryEvents
Net Income Summary	899	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	2254	37566209
Faculty research grants	31	113922
Student research grants	25	62107
Other student awards & prizes	22	10000

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.	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
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 (11 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
M Lee Pelton
376659	0	0	0	64966	0	24500	0	42039	0	508164	0	0	0
William A Yasinski
242878	0	0	0	9567	0	24500	0	63431	0	340376	0	0	0
Kristen Grainger
137967	0	0	0	398	0	13518	0	15144	0	167027	0	0	0
Symeon Symeonides
279749	0	0	0	12554	0	24500	0	15076	0	331879	0	0	0
David Douglass
175640	0	0	0	415	0	17674	0	7894	0	201623	0	0	0
Madeleine Rhyneer
203717	0	0	0	32869	0	20840	0	12008	0	269434	0	0	0
Debra Ringold
225383	0	0	0	7044	0	22702	0	11887	0	267016	0	0	0
Ron Korvas
218480	0	0	0	4416	0	22257	0	11450	0	256603	0	0	0
Peter Letsou
199467	0	0	0	628	0	19933	0	4177	0	224205	0	0	0
James Nafziger
173431	0	0	0	7210	0	17073	0	8071	0	205785	0	0	0
Robert Olson
141352	0	0	0	1205	0	14163	0	6856	0	163576	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (2 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, the Vice President for Financial Affairs, the Dean of the Graduate School of Management and the Associate Vice President for Financial Affairs. Personal services - housekeeping - were provided to the University President.
SchJ_P01_S00_L01b	Schedule J, Part I, Line 1b	The benefits noted in 1a that were given to the University President were determined by the compensation committee, an ad-hoc committee of members from the board of trustees. The full board of trustees approved these benefits as proposed by the compensation committee. The board of trustees grants the University President the authority to define and negotiate compensation packages with employees. Thus, the benefits noted in 1a for officers, key employees, and highly compensated employees were set forth in this manner.

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 Schedule O	0	0	0
State of Oregon - Oregon Facilities Authority
936001787	68608JMC2	2010-05-06	28540002	See Schedule O	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
425000	0	32409522	0	0	6231900	419966	0	0	23437177	0	0	2009	0	1	1	1
265000	0	28540002	0	156603	13100005	373227	0	0	9878384	0	5014009	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	Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged	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	0	1
0	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 V Form990ScheduleKPartV

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 III Form990ScheduleLPartIII (2 entries)

Name Of Interested PersonNameOfInterestedPerson	Relationship With OrganizationRelationshipWithOrganization	Amount Of GrantAmountOfGrant	Type Of AssistanceTypeOfAssistance
Need based scholarships	FERPA privacy	8400	Scholarships
Music scholarship	FERPA privacy	2000	Scholarships

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	111814	Employment	0
Carolyn Hoyt
Daughter-in-law of Trustee George Hoyt	129030	Employment	0
Mary DeMuniz
Spouse of Trustee Paul DeMuniz	46925	Employment	0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	38	NumberOfContributions
Noncash Contribs Rptd F990	175004	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	997	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	31	NumberOfContributions
Noncash Contribs Rptd F990	843227	NoncashContribsRptdF990
Method Of Determining Revenues	Selling price	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	Classroom Equipment	4	93575	Cost of the donated items
X	Musical instruments	1	7800	Opinion of experts
X	Food, beverages and other items donated for campus events	9	2806	Cost of donated items
X	Fundraiser auction items	3	345	Cost of donated items

Field	Value	IRS element (for citing)
Number Of8283 Received	10	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 (12 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	Patricia Smullin, trustee, and Donald Brown, trustee: Family relationship. Punit Renjen, trustee, and James Albaugh, trustee: Business relationship. Roderick Wendt, trustee, and Steven Wynne, trustee: Business relationship.
F990_P06_S0A_L04	Form 990, Part VI, Section A, Line 4	Willamette University made a change to its Bylaws during the 5/31/11 fiscal year. The change that was made during this past fiscal year pertained to the types of Board Members that serve on the Board of Trustees. Prior to this change there were Trustees and Life Trustees. Life Trustees were voted to their position by the Board of Trustees upon completion of four terms as members of the Board. Life Trustees could serve at their option and enjoyed the same privileges as regular board members except they were not to be assigned to standing committees, unless at the request of the Board Chair or President of the University. The revision to the Bylaws added the position of Life Trustee Emeritus. The revised section to the Bylaws pertaining to Life Trustee Emeritus reads as follows: "The Board shall establish the position of LifeTrustee Emeritus. Members of the Board may be elected to this position by a vote of the Board upon completion of four terms as members of the Board, or in special cases by vote of the Board. Election to this classification also shall be based on distinguished service. Life Trustee Emeriti shall serve at their option and shall enjoy all privileges of membership except they may not vote or make motions, and they may not be assigned to standing committees, except at the request of the Chair of the Board or the President of the University." Current Life Trustees were given the option to go to Life Trustee Emeritus status and lose the right to vote, or stay a Life Trustee and keep their right to vote. All of the Life Trustees, except for four, opted to change to Life Trustee Emeritus status. Beginning in fiscal year 5/31/12 all trustees who attain life status will not have a choice between Life Trustee and Life Trustee Emeritus. They will become Life Trustee Emeriti without the privilege to vote or make a motion.
F990_P06_S0B_L11a	Form 990, Part VI, Section B, Line 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. 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_L14	Form 990, Part VI, Section B, Line 14	The University has a written draft of a document retention and destruction policy. Also, the University is working with a consultant to implement a policy and related procedures by the end of 2013.
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 similar sized private liberal arts colleges located in the northwestern United States. The data from the schools was obtained directly from each institution. 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 last occurred in April of 2011.
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 $32,445,616 on line 5, other changes in net assets or fund balances, is unrealized gains 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 (27 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Direct Controlling Entity NADirectControllingEntityNA	Type Of EntityTypeOfEntity	Share Of Total IncomeShareOfTotalIncome	Share Of EOY AssetsShareOfEOYAssets	Percentage OwnershipPercentageOwnership
CR and DE Beaton CRUT
900 State Street	Salem	OR	97301	206785038	Charitable Remainder Trust	OR	N/A	T	0	181994	1
Brosterhous CRUT
900 State Street	Salem	OR	97301	836051274	Charitable Remainder Trust	OR	N/A	T	0	50388	1
WC and BA Bunney CRUT
900 State Street	Salem	OR	97301	376407370	Charitable Remainder Trust	OR	N/A	T	0	364468	1
Cammarano Charitable Remainder Trust
900 State Street	Salem	OR	97301	306242093	Charitable Remainder Trust	OR	N/A	T	0	537375	1
PDH Donald CRUT
900 State Street	Salem	OR	97301	776271148	Charitable Remainder Trust	OR	N/A	T	0	86160	1
DC Hamilton Charitable Remainder Unitrust
900 State Street	Salem	OR	97301	936265744	Charitable Remainder Trust	OR	N/A	T	0	40945	1
G and C Hoyt Unitrust
900 State Street	Salem	OR	97301	931237857	Charitable Remainder Trust	OR	N/A	T	0	553297	1
RH and R Lafky Estate Trust
900 State Street	Salem	OR	97301	936121923	Simple Trust	OR	N/A	T	0	29524	1
VD McConnell CRUT
900 State Street	Salem	OR	97301	936345807	Charitable Remainder Trust	OR	N/A	T	0	69246	1
G Morgan Charitable Remainder Unitrust I
900 State Street	Salem	OR	97301	686240871	Charitable Remainder Trust	OR	N/A	T	0	60136	1
G Morgan Charitable Remainder Unitrust II
900 State Street	Salem	OR	97301	686240872	Charitable Remainder Trust	OR	N/A	T		357827	1
G Morgan Charitable Remainder Unitrust VII
900 State Street	Salem	OR	97301	686240878	Charitable Remainder Trust	OR	N/A	T	0	122162	1
JJ Nichols Charitable Remainder Unitrust
900 State Street	Salem	OR	97301	206307663	Charitable Remainder Trust	OR	N/A	T	0	102245	1
EA and HJ Peters CRUT
900 State Street	Salem	OR	97301	686240880	Charitable Remainder Trust	OR	N/A	T	0	66316	0.5
DA and ME Peterson CRUT
900 State Street	Salem	OR	97301	206670537	Charitable Remainder Trust	OR	N/A	T	0	43905	1
C and C Poppert CRUT
900 State Street	Salem	OR	97301	931202968	Charitable Remainder Trust	OR	N/A	T	0	1212090	1
WL and LK Richter CRUT
900 State Street	Salem	OR	97301	931237864	Charitable Remainder Trust	OR	N/A	T	0	37692	0.45
Slack Charitable Remainder Unitrust
900 State Street	Salem	OR	97301	736353995	Charitable Remainder Trust	OR	N/A	T	0	225024	1
Svarverud Charitable Remainder Unitrust
900 State Street	Salem	OR	97301	306214957	Charitable Remainder Trust	OR	N/A	T	0	55423	1
CE and TW Thompson CRUT
900 State Street	Salem	OR	97301	206370927	Charitable Remainder Trust	OR	N/A	T	0	182190	1
GJ Tipton Charitable Remainder Unitrust
900 State Street	Salem	OR	97301	206683744	Charitable Remainder Trust	OR	N/A	T	0	277425	0.5
Tripp Charitable Remainder Trust
900 State Street	Salem	OR	97301	306267216	Charitable Remainder Trust	OR	N/A	T	0	1064273	1
DE Walwyn CRUT I
900 State Street	Salem	OR	97301	936302582	Charitable Remainder Trust	OR	N/A	T	0	366297	1
DE Walwyn CRUT II
900 State Street	Salem	OR	97301	911786078	Charitable Remainder Trust	OR	N/A	T	0	530148	1
R and A Waring CRUT
900 State Street	Salem	OR	97301	936302516	Charitable Remainder Trust	OR	N/A	T	0	59456	0.4
L Wilfert Charitable Remainder Unitrust
900 State Street	Salem	OR	97301	931202837	Charitable Remainder Trust	OR	N/A	T	0	17970	0.25
RD and MA Wilson CRUT
900 State Street	Salem	OR	97301	206287410	Charitable Remainder Trust	OR	N/A	T	0	509832	1

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