WILLAMETTE UNIVERSITY: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: WILLAMETTE UNIVERSITY (EIN 93-0386972)
Tax period: 2009-06-01 to 2010-05-31
Filed: 2011-04-15
IRS object ID: 201131059349301103
Schema version: 2009v1.2
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	2011-04-15T11:38:15-07:00	Timestamp
Tax Period End Date	2010-05-31	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2009-06-01	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	2011-04-15	DateSigned

Field	Value	IRS element (for citing)
Tax Year	2009	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	M Lee Pelton	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	302960374	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c	X	Organization501c
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 2,500 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	59	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	52	NbrIndependentVotingMembers
Total Nbr Employees	2760	TotalNbrEmployees
Total Nbr Volunteers	535	TotalNbrVolunteers
Total Gross UBI	-63869	TotalGrossUBI
Net Unrelated Business Txbl Income	-63890	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	10206430	ContributionsGrantsPriorYear
Contributions Grants Current Year	8915295	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	93565543	ProgramServiceRevenuePriorYear
Program Service Revenue CY	102198782	ProgramServiceRevenueCY
Investment Income Prior Year	192746	InvestmentIncomePriorYear
Investment Income Current Year	24024962	InvestmentIncomeCurrentYear
Other Revenue Prior Year	-1341243	OtherRevenuePriorYear
Other Revenue Current Year	356752	OtherRevenueCurrentYear
Total Revenue Prior Year	102623476	TotalRevenuePriorYear
Total Revenue Current Year	135495791	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	32012810	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	36317426	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	50872207	SalariesEtcPriorYear
Salaries Etc Current Year	53475592	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	2743924	TotalFundrsngExpCurrentYear
Other Expense Prior Year	34951177	OtherExpensePriorYear
Other Expenses Current Year	35995254	OtherExpensesCurrentYear
Total Expenses Prior Year	117836194	TotalExpensesPriorYear
Total Expenses Current Year	125788272	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-15212718	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	9707519	RevenuesLessExpensesCY
Total Assets BOY	387453502	TotalAssetsBOY
Total Assets EOY	408135711	TotalAssetsEOY
Total Liabilities BOY	84922038	TotalLiabilitiesBOY
Total Liabilities EOY	97080926	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	302531464	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	311054785	NetAssetsOrFundBalancesEOY
Mission Description	Willamette University educates 2,500 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	105313314	Expense
Grants	36317426	Grants
Revenue	112113491	Revenue
Description	Higher Education: Instruction and Support: 1801 students in CLA, 404 in Law, 243 in MBA programs and 95 in MAT. (2543 students)	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	13211000	Expense
Revenue	14467005	Revenue
Description	Higher Education: Auxiliary functions - Includes room and board (for 1,455 students), bookstore, and summer conferences. (2543 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	118524314	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	1	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	1	TermOrPermanentEndowments
Balance Sheet Amounts Reported	1	BalanceSheetAmountsReported
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
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	3062	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	2760	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	LU	NameOfForeignCountry
Name Of Foreign Country	SP	NameOfForeignCountry
Name Of Foreign Country	UK	NameOfForeignCountry
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	1	QuidProQuoContributions
Quid Pro Quo Disclosure	1	QuidProQuoDisclosure
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Nbr Voting Governing Body Members	59	NbrVotingGoverningBodyMembers
Number Independent Voting Members	52	NumberIndependentVotingMembers
Family Or Business Relationship	1	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	0	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	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	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

Form990 Part VII Section A Form990PartVIISectionA (71 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
Peter Kremer
Board Member	0	X	0	0	0
Jay Booth
Board Member	0	X	0	0	0
A Brian Gard
Board Member	0	X	0	0	0
Robert Hoshibata
Board Member	0	X	0	0	0
Mary Hughes
Board Member	0	X	0	0	0
Melvin Henderson-Rubio
Board Member	0	X	0	0	0
Robert Packard
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
Margaret Moreland
Board Member	0	X	0	0	0
Lila Schmidt
Board Member	0	X	0	0	0
Katherine Conolly
Board Member	0	X	0	0	0
Paul DeMuniz - See Schedule O
Board Member	5	X	9000	0	0
James Fitzhenry
Board Member	0	X	0	0	0
Eric Friedenwald-Fishman
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
Heather Dempsey
Board Member	0	X	0	0	0
Dale Hermann
Board Member	0	X	0	0	0
Robert Nunn
Board Member	0	X	0	0	0
Julie Branford
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
James Albaugh
Board Member	0	X	0	0	0
Bradley King
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
Ronald J Knox
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
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 - See Sch J Pt III
President	40	X	701391	0	97063	X
Larry D Large - See Schedule O
Interim President	40	X	0	0	0	X
William A Yasinski
VP for Financial Affairs/ Treasurer	40	X	147197	0	21956	X
Robert Olson
Interim VP for Financial Affairs/Treasurer and Controller	40	X	155849	0	22501	X
Kristen Grainger
Admin Secretary/VP Exec Assist to President	40		126098	0	27025	X
Symeon Symeonides
Dean of Law School/Parks Chair	40		286355	0	43139		X
David Douglass
Interim Dean College of Liberal Arts	40		178963	0	24881		X
Debra Ringold
Dean Atkinson Graduate School of Mgmt	40		231348	0	31584			X
Madeleine Rhyneer
VP for Admission & Financial Aid/CMO	40		226974	0	30409			X
Ron Korvas
VP for Development & Alumni Relations	40		225768	0	31993			X
Peter Letsou
Law School Associate Dean/Wendt Chair	40		186308	0	21616			X
David Clark
Wilson Professor of Law	40		180911	0	31548			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	2656162	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	383715	TotalOtherCompensation
Number Individuals GT100 K	69	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation	Address Line2AddressOfContractor/AddressUS/AddressLine2	Business Name Line2NameOfContractor/NameBusiness/BusinessNameLine2
LCG Pence LLC
2747 Pence Loop SE	Salem	OR	97302	Building Construction	869066
FXG Construction LLC
1235 19th Street NE	Salem	OR	97301	Construction	392351
Cadent Energy Partners I LP
800 Westchester Avenue	Rye Brook	NY	10573	Investment management	149597	Suite 617N
White Glove Building Maintenance
PO Box 3108	Salem	OR	97302	Building maintenance	103339		Michael Williams
Canterbury Consulting
500 Union Street	Seattle	WA	98101	Investment consulting	101416	Suite 945

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	5	NumberOfContractorsGT100K
Federated Campaigns	0	FederatedCampaigns
Membership Dues	0	MembershipDues
Fundraising Events	33424	FundraisingEvents
Related Organizations	0	RelatedOrganizations
Government Grants	2163992	GovernmentGrants
All Other Contributions	6717879	AllOtherContributions
Noncash Contributions	1356421	NoncashContributions
Total Contributions	8915295	TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	ExclusionExclusionAmount
Tuition and fees	611310	87731777	87731777	$0
Room and Board fees	900099	11813377	11813377	$0
Auxiliary income	611710	2653628	2653628	$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	102198782	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	3121130	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	260	UnrelatedBusinessRevenue
Exclusion	$3,120,870	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	42064	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$42,064	ExclusionAmount

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	3655	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$3,655	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	188284529	Securities
Other	0	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	167422761	Securities
Other	0	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	20861768	Securities
Other	0	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	20861768	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	-64129	UnrelatedBusinessRevenue
Exclusion	$20,925,897	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	36375	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	33424	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	41822	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	-5447	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	-$5,447	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Gaming	0	GrossIncomeGaming
Gaming Direct Expenses	0	GamingDirectExpenses

Net Income From Gaming NetIncomeFromGaming

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)
Gross Sales Of Inventory	0	GrossSalesOfInventory
Cost Of Goods Sold	0	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

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

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	ExclusionExclusionAmount
Other income	900099	1335268	$1,335,268
Adj related to trusts & annuities	900099	884840	$884,840
Loss on revenue bonds refunding	900099	-1861564	-$1,861,564

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	358544	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	135495791	TotalRevenueColumn
Related Or Exempt Function Income	102198782	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	-63869	UnrelatedBusinessRevenue
Exclusion	$24,445,583	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	35184028	Total
Program Services	35184028	ProgramServices

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	1133398	Total
Program Services	1133398	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	1005782	Total
Program Services	562946	ProgramServices
Management And General	442836	ManagementAndGeneral
Fundraising	0	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	586819	Total
Program Services	0	ProgramServices
Management And General	586819	ManagementAndGeneral
Fundraising	0	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	39739467	Total
Program Services	37194367	ProgramServices
Management And General	953760	ManagementAndGeneral
Fundraising	1591340	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	3648376	Total
Program Services	3396428	ProgramServices
Management And General	106629	ManagementAndGeneral
Fundraising	145319	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	5442813	Total
Program Services	5069539	ProgramServices
Management And General	158273	ManagementAndGeneral
Fundraising	215001	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	3052335	Total
Program Services	2798092	ProgramServices
Management And General	136101	ManagementAndGeneral
Fundraising	118142	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	99450	Total
Program Services	0	ProgramServices
Management And General	94935	ManagementAndGeneral
Fundraising	4515	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	105171	Total
Program Services	0	ProgramServices
Management And General	105171	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	1013544	Total
Program Services	0	ProgramServices
Management And General	1013544	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	630812	Total
Program Services	502441	ProgramServices
Management And General	66800	ManagementAndGeneral
Fundraising	61571	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	306681	Total
Program Services	262882	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	43799	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	2559525	Total
Program Services	2276264	ProgramServices
Management And General	54390	ManagementAndGeneral
Fundraising	228871	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	834340	Total
Program Services	826306	ProgramServices
Management And General	8034	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	144984	Total
Program Services	144984	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	2272372	Total
Program Services	2011257	ProgramServices
Management And General	80494	ManagementAndGeneral
Fundraising	180621	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	46152	Total
Program Services	0	ProgramServices
Management And General	46152	ManagementAndGeneral
Fundraising	0	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	2548916	Total
Program Services	2548916	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	5243515	Total
Program Services	5243515	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	658149	Total
Program Services	19500	ProgramServices
Management And General	638649	ManagementAndGeneral
Fundraising	0	Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	FundraisingFundraising
Programming and Abroad Program	5569343	5436946	132397
Designated and Restricted expenses	5029831	5029831	0
Food Service	3103384	3103384	0
Utilities	2520914	2520914	0
Bookstore	1275925	1275925	0

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	2032246	Total
Program Services	1982451	ProgramServices
Management And General	27447	ManagementAndGeneral
Fundraising	22348	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	125788272	Total
Program Services	118524314	ProgramServices
Management And General	4520034	ManagementAndGeneral
Fundraising	2743924	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	7517255	BOY
EOY	13012320	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	12828036	BOY
EOY	9440383	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	2006468	BOY
EOY	2059198	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	10480084	BOY
EOY	10263618	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

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

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	1078450	BOY
EOY	1105849	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	216154983	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	72471243	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	137823780	BOY
EOY	143683740	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	133452401	BOY
EOY	120439702	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	80294798	BOY
EOY	105971553	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
BOY	0	BOY

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	1972230	BOY
EOY	2159348	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	387453502	BOY
EOY	408135711	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	15566505	BOY
EOY	16132442	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	2257478	BOY
EOY	2057435	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	49681127	BOY
EOY	65285571	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	176939	BOY
EOY	142658	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	4039612	BOY
EOY	0	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	13200377	BOY
EOY	13462820	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	84922038	BOY
EOY	97080926	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	38928271	BOY
EOY	40290474	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	142284962	BOY
EOY	147098451	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	121318231	BOY
EOY	123665860	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	302531464	BOY
EOY	311054785	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	387453502	BOY
EOY	408135711	EOY

Field	Value	IRS element (for citing)
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	228420	RevenuesIncluded
Assets In Part X	3019706	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	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 Minus1 Year CurrentYearMinus1Year

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	0.07	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.93	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	151954652	OtherCostOrOtherBasis
Depreciation	41778793	Depreciation
Book Value	110175859	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	12400633	OtherCostOrOtherBasis
Depreciation	7277834	Depreciation
Book Value	5122799	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	5868935	OtherCostOrOtherBasis
Depreciation	5021319	Depreciation
Book Value	847616	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	37322966	OtherCostOrOtherBasis
Depreciation	18393297	Depreciation
Book Value	18929669	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	143683740	TotalOfBookValueLandBuildings

Other Securities OtherSecurities (4 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
Hedge funds	46035206	F
Private Equity funds	32611214	F
Real Asset funds	20941261	F
Venture Capital funds	6383872	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	105971553	TotalOfBookValueSecurities

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	Remainder trusts held by others	Description
Book Value	2159348	BookValue

Field	Value	IRS element (for citing)
Total Book Value Other Assets	2159348	TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
U.S. government loans advances, refundable	$6,827,700
Annuities and trusts payable	$6,635,120

Field	Value	IRS element (for citing)
Total Of Amounts	13462820	TotalOfAmounts
Total Revenue	135495791	TotalRevenue
Total Expenses	125788272	TotalExpenses
Excess Or Deficit For Year	9707519	ExcessOrDeficitForYear
Net Unrealized GL On Investments	-1184198	NetUnrealizedGLOnInvestments
Donated Services And Facilities	0	DonatedServicesAndFacilities
Investment Expenses	0	InvestmentExpenses
Prior Period Adjustments	0	PriorPeriodAdjustments
Other	$0	OtherAmount
Total Adjustments	-1184198	TotalAdjustments
Excess Or Deficit Per FS	8523321	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	97157693	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	-1184198	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	0	DonatedSrvcAndUseOfFacilities
Recoveries Of Prior Year Grants	0	RecoveriesOfPriorYearGrants
Other Revenues	0	OtherRevenues
Revenue Not Rptd F990	-1184198	RevenueNotRptdF990
Revenue Subtotal	98341891	RevenueSubtotal
Investment Expenses Not Included	1013544	InvestmentExpensesNotIncluded
Other Revenues Not Included	36140356	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	37153900	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	135495791	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	88634372	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	0	DonatedServicesUseOfFacilities
Prior Year Adjustments	0	PriorYearAdjustments
Losses Reported	0	LossesReported
Other Expenses Included	41822	OtherExpensesIncluded
Expenses Not Rptd F990	41822	ExpensesNotRptdF990
Expenses Subtotal	88592550	ExpensesSubtotal
Investment Expenses Not Included2	1013544	InvestmentExpensesNotIncluded2
Other Expenses Not Included	36182178	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	37195722	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	125788272	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 $3,019,706 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_L00	Schedule D, Part X	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.
SchD_P12_S00_L04b	Schedule D, Part XII, Line 4b	Student scholarships of $36,182,178 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 $41,822 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 $36,140,356.
SchD_P13_S00_L02d	Schedule D, Part XIII, Line 2d	Direct expenses for fundraising events totaling $41,822 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 $36,182,178 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. However, 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
Pub Via Broadcast Media Expln	The University posted its policy in the Oregonian newspaper during the period of solicitation for students.	PubViaBroadcastMediaExpln
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
Govt Financial Aid Explanation	The University receives Title IV funds for financial aid purposes, as well as federal and state grants for faculty research and programming purposes.	GovtFinancialAidExplanation
Compliance With Rev Proc7550	1	ComplianceWithRevProc7550

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	1	GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (13 entries)

RegionRegion	Number Of OfficesNumberOfOffices	Number Of EmployeesNumberOfEmployees	Type Of Activities ConductedTypeOfActivitiesConducted	Total ExpendituresTotalExpenditures	Specific Services ProvidedSpecificServicesProvided
Central America and the Caribbean	0	0	Grantmaking	4500
Central America and the Caribbean			Investments
East Asia and the Pacific	0	0	Program Services	93482	Study Abroad Program
East Asia and the Pacific	0	0	Grantmaking	308731
Europe (including Iceland and Greenland)	1	2	Program Services	876317	Study Abroad Program
Europe (including Iceland and Greenland)	0	0	Grantmaking	460438
Europe (including Iceland and Greenland)			Investments
Middle East and North Africa	0	0	Grantmaking	7000
North America (including Canada and Mexico, but not the United States)	0	0	Grantmaking	23625
Russia and the newly independent States	0	0	Grantmaking	6500
South America	0	0	Grantmaking	233187
South Asia	0	0	Grantmaking	5250
Sub-Saharan Africa	0	0	Grantmaking	84167

Field	Value	IRS element (for citing)
Total Number Of Offices	1	TotalNumberOfOffices
Total Number Of Employees	2	TotalNumberOfEmployees
Total Amount Spent	2103197	TotalAmountSpent

Grants To Ind Outside US GrantsToIndOutsideUS (9 entries)

Type Of AssistanceTypeOfAssistance	RegionRegion	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant	Manner Of Cash DisbursementMannerOfCashDisbursement
Scholarships	Europe (including Iceland and Greenland)	50	460438	Applied to student bill to offset tuition and fees
Scholarships	East Asia and the Pacific	31	308731	Applied to student bill to offset tuition and fees
Scholarships	South America	22	233187	Applied to student bill to offset tuition and fees
Scholarships	Sub-Saharan Africa	9	84167	Applied to student bill to offset tuition and fees
Scholarships	North America (including Canada and Mexico, but not the United States)	2	23625	Applied to student bill to offset tuition and fees
Scholarships	Middle East and North Africa	1	7000	Applied to student bill to offset tuition and fees
Scholarships	Russia and the newly independent States	1	6500	Applied to student bill to offset tuition and fees
Scholarships	South Asia	1	5250	Applied to student bill to offset tuition and fees
Scholarships	Central America and the Caribbean	1	4500	Applied to student bill to offset tuition and fees

Form990 Schedule F Part IV Form990ScheduleFPartIV

Field	Value	IRS element (for citing)
Identifier	SchF_P01_S00_L02	Identifier
Return Reference	Schedule F, Part I, Line 2	ReturnReference
Explanation	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.	Explanation

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	FORE Willamette	NameOfEvent1
Gross Receipts Event1	61441	GrossReceiptsEvent1
Charitable Contributions Event1	33424	CharitableContributionsEvent1
Gross Revenue Event1	28017	GrossRevenueEvent1
Cash Prizes Event1	0	CashPrizesEvent1
Non Cash Prizes Event1	4899	NonCashPrizesEvent1
Rent Facility Costs Event1	16257	RentFacilityCostsEvent1
Food And Beverage Event1	6147	FoodAndBeverageEvent1
Entertainment Event1	0	EntertainmentEvent1
Other Direct Expenses Event1	6223	OtherDirectExpensesEvent1
Name Of Event2	Puttin' on the Ritz	NameOfEvent2
Gross Receipts Event2	8358	GrossReceiptsEvent2
Charitable Contributions Event2	0	CharitableContributionsEvent2
Gross Revenue Event2	8358	GrossRevenueEvent2
Cash Prizes Event2	0	CashPrizesEvent2
Non Cash Prizes Event2	0	NonCashPrizesEvent2
Rent Facility Costs Event2	0	RentFacilityCostsEvent2
Food And Beverage Event2	5643	FoodAndBeverageEvent2
Entertainment Event2	0	EntertainmentEvent2
Other Direct Expenses Event2	2653	OtherDirectExpensesEvent2
Total Number Of Other Events	0	TotalNumberOfOtherEvents
Gross Receipts Total	69799	GrossReceiptsTotal
Charitable Contributions Total	33424	CharitableContributionsTotal
Gross Revenue Total Events	36375	GrossRevenueTotalEvents
Cash Prizes Total Events	0	CashPrizesTotalEvents
Non Cash Prizes Total Events	4899	NonCashPrizesTotalEvents
Rent Facility Costs Total Events	16257	RentFacilityCostsTotalEvents
Food And Beverage Total Events	11790	FoodAndBeverageTotalEvents
Entertainment Total Events	0	EntertainmentTotalEvents
Other Direct Expenses Total Events	8876	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	41822	DirectExpenseSummaryEvents
Net Income Summary	-5447	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	2213	35048780
Student research grants	46	77775
Faculty research grants	23	53673
Other student awards & prizes	16	3800

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 & 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
Idemnification Gross Up Payments	X	IdemnificationGrossUpPayments
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 - See Sch J Pt III
361738	0	0	0	339653	0	24500	0	72563	0	798454	0	0	0
William A Yasinski
144623	0	0	0	2574	0	12500	0	9456	0	169153	0	0	0
Robert Olson
152912	0	0	0	2937	0	15319	0	7182	0	178350	0	0	0
Kristen Grainger
125710	0	0	0	388	0	13253	0	13772	0	153123	0	0	0
Symeon Symeonides
273889	0	0	0	12466	0	24500	0	18639	0	329494	0	0	0
David Douglass
178463	0	0	0	500	0	17864	0	7017	0	203844	0	0	0
Debra Ringold
221700	0	0	0	9648	0	22257	0	9327	0	262932	0	0	0
Madeleine Rhyneer
196585	0	0	0	30389	0	20038	0	10371	0	257383	0	0	0
Ron Korvas
221157	0	0	0	4611	0	21427	0	10566	0	257761	0	0	0
Peter Letsou
185723	0	0	0	585	0	18717	0	2899	0	207924	0	0	0
David Clark
176613	0	0	0	4298	0	16568	0	14980	0	212459	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 received a tax gross-up payment during calendar year 2009 that was related to a one-time retention payment paid during calendar year 2008. Please see the note for Schedule J, Part II below for more details on this payment. 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 Dean of the Law School, the Vice President for Financial Affairs, the Dean of the Graduate School of Management, and the Vice President for Development & Alumni Relations. Personal services - childcare, housekeeping, landscaping - 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 President, M. Lee Pelton, 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.
SchJ_P02_S00_L00	Schedule J, Part II	Compensation information reported on the University's Form 990 for the 2008-09 fiscal year included the $349,000 loan made to the President by the University, M. Lee Pelton, as part of a one-time retention agreement which provided that the loan would be forgiven after five years. This forgiveness of indebtedness created taxable income for the President in 2008. The Board authorized a one-time payment to him in 2009 of $291,543, sufficient to cover the tax liabilities associated with forgiveness of the loan. This payment was included in his taxable income for 2009.

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
State of Oregon - Oregon Facilities Authority
936001787	00068608J	2007-06-14	32409522	See Schedule O	0	0
State of Oregon - Oregon Facilities Authority
936001787	68608JMC2	2010-05-06	28540002	See Schedule O	0	0

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Total ProceedsTotalProceeds	Amount In Reserve FundAmountInReserveFund	Amount DefeasedAmountDefeased	Amount UnspentAmountUnspent	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Working Capital ExpendituresWorkingCapitalExpenditures	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
32409522	0	8552379	0	419966	0	23437177	2009	0	1	1	1
28540002	6137920	13642850	0	373227	0	8386005	2011	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 Capital
0	0	0	1	120109	1	0	0
(no name)
0	0	0	0			0	0

Schedule L IRS990ScheduleL

Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)

Name Of Interested PersonNameOfInterestedPerson	Relationship With OrganizationRelationshipWithOrganization	Amount Of GrantAmountOfGrant
Need based scholarships	FERPA privacy	12000
Music scholarship	FERPA privacy	2000

Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
Brian Hoyt
Son of Trustee George Hoyt	107024	Employment	0
Carolyn Hoyt
Daughter-in-law of Trustee George Hoyt	129664	Employment	0
Mary DeMuniz
Spouse of Trustee Paul DeMuniz	45699	Employment	0
Jim Booth
Father of Trustee Jay Booth	64249	Employment	0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	36	NumberOfContributions
Noncash Contribs Rptd F990	228420	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	76173	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	1021801	NoncashContribsRptdF990
Method Of Determining Revenues	Selling price	MethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (5 entries)

Non Cash CheckboxNonCashCheckbox	DescriptionDescription	Number Of ContributionsNumberOfContributions	Noncash Contribs Rptd F990NoncashContribsRptdF990	Method Of Determining RevenuesMethodOfDeterminingRevenues
X	Athletic equipment	2	812	Cost of donated items
X	Food, beverages and other items donated for campus events	11	2718	Cost of donated items
X	Fundraiser auction items	36	4899	Cost of donated items
X	Furniture and office equipment	3	5398	Cost of the donated property
X	Musical instruments	1	16200	Opinion of experts

Field	Value	IRS element (for citing)
Number Of8283 Received	3	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 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 accounts in the countries 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; 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. Robert Packard, trustee, and Eric Friedenwald-Fishman, trustee: Business relationship. Punit Renjen, trustee, and James Albaugh, trustee: Business relationship.
F990_P06_S0B_L11	Form 990, Part VI, Section B, Line 11	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 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 afer 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 of 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, key staff 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 formed a committee charged with the creation of a document retention and destruction policy. In addition, a consulting firm has been hired to assist the University with the process of creating a policy and related procedures. A policy draft has been created as a result of this process.
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 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 May of 2009.
F990_P06_S0C_L17	Form 990, Part VI, Section C, Line 17	The University has recently reviewed its state registration requirements for states and is in the process of completing the required registration paperwork for the applicable states.
F990_P06_S0C_L19	Form 990, Part VI, Section C, Line 19	Audited financial statements are posted on the University 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. Larry Large, Interim President, served his term beginning in January of 2010. He is a current officer per the 990 definition, but did not serve and was not compensated during calendar year 2009. These factors result in showing hours worked, but no compensation. His compensation is incorporated into the fiscal year reporting in Part IX of the 990.
SchK_P01_S00_L00f	Schedule K, Part I, Column f	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.

Schedule R IRS990ScheduleR

Form990 Schedule R Part IV Form990ScheduleRPartIV (26 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	168001	1
Brosterhous CRUT
900 State Street	Salem	OR	97301	836051274	Charitable Remainder Trust	OR	N/A	T	0	47952	1
WC and BA Bunney CRUT
900 State Street	Salem	OR	97301	376407370	Charitable Remainder Trust	OR	N/A	T	0	340455	1
PDH Donald CRUT
900 State Street	Salem	OR	97301	776271148	Charitable Remainder Trust	OR	N/A	T	0	80290	1
DC Hamilton Charitable Remainder Unitrust
900 State Street	Salem	OR	97301	936265744	Charitable Remainder Trust	OR	N/A	T	0	39037	1
G and C Hoyt Unitrust
900 State Street	Salem	OR	97301	931237857	Charitable Remainder Trust	OR	N/A	T	0	333111	1
RH and R Lafky Estate Trust
900 State Street	Salem	OR	97301	936121923	Simple Trust	OR	N/A	T	0	26521	1
VD McConnell CRUT
900 State Street	Salem	OR	97301	936345807	Charitable Remainder Trust	OR	N/A	T	0	67469	1
G Morgan Charitable Remainder Unitrust I
900 State Street	Salem	OR	97301	686240871	Charitable Remainder Trust	OR	N/A	T	0	56116	1
G Morgan Charitable Remainder Unitrust II
900 State Street	Salem	OR	97301	686240872	Charitable Remainder Trust	OR	N/A	T	0	333943	1
G Morgan Charitable Remainder Unitrust VII
900 State Street	Salem	OR	97301	686240878	Charitable Remainder Trust	OR	N/A	T	0	114008	1
JJ Nichols Charitable Remainder Unitrust
900 State Street	Salem	OR	97301	206307663	Charitable Remainder Trust	OR	N/A	T	0	92551	1
EA and HJ Peters CRUT
900 State Street	Salem	OR	97301	686240880	Charitable Remainder Trust	OR	N/A	T	0	61653	0.5
DA and ME Peterson CRUT
900 State Street	Salem	OR	97301	206670537	Charitable Remainder Trust	OR	N/A	T	0	41009	1
C and C Poppert CRUT
900 State Street	Salem	OR	97301	931202968	Charitable Remainder Trust	OR	N/A	T	0	1121284	1
WL and LK Richter CRUT
900 State Street	Salem	OR	97301	931237864	Charitable Remainder Trust	OR	N/A	T	0	35587	0.45
Slack Charitable Remainder Unitrust
900 State Street	Salem	OR	97301	736353995	Charitable Remainder Trust	OR	N/A	T	0	210241	1
Svarverud Charitable Remainder Unitrust
900 State Street	Salem	OR	97301	306214957	Charitable Remainder Trust	OR	N/A	T	0	51065	1
CE and TW Thompson CRUT
900 State Street	Salem	OR	97301	206370927	Charitable Remainder Trust	OR	N/A	T	0	168507	1
GJ Tipton Charitable Remainder Unitrust
900 State Street	Salem	OR	97301	206683744	Charitable Remainder Trust	OR	N/A	T	0	262023	0.5
AE Voigt Charitable Remainder Unitrust
900 State Street	Salem	OR	97301	911794468	Charitable Remainder Trust	OR	N/A	T	0	209666	1
DE Walwyn CRUT I
900 State Street	Salem	OR	97301	936302582	Charitable Remainder Trust	OR	N/A	T	0	338775	1
DE Walwyn CRUT II
900 State Street	Salem	OR	97301	911786078	Charitable Remainder Trust	OR	N/A	T	0	490375	1
R and A Waring CRUT
900 State Street	Salem	OR	97301	936302516	Charitable Remainder Trust	OR	N/A	T	0	56959	0.4
L Wilfert Charitable Remainder Unitrust
900 State Street	Salem	OR	97301	931202837	Charitable Remainder Trust	OR	N/A	T	0	16963	0.25
RD and MA Wilson CRUT
900 State Street	Salem	OR	97301	206287410	Charitable Remainder Trust	OR	N/A	T	0	475753	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