Form 990 for tax year 2023

Filed by LEWIS AND CLARK COLLEGE.

Totals

Total revenue: $241,864,072
Total expenses: $235,484,369
Contributions and grants received: $15,580,371
Grants paid: $94,122,730
Program service revenue: $206,981,304
Investment income: $13,531,315
Other revenue: $5,771,082
Total assets, end of year: $630,399,797
Total liabilities, end of year: $180,647,635
Net assets or fund balances, end of year: $449,752,162
Program services expenses (Part IX): $207,550,219
Management and general expenses: $24,156,609
Fundraising expenses: $3,777,541
Program service expenses (Part III): $207,550,219

Program services were 88.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1c · Fundraising events

$20,630
1e · Government grants (contributions)

$3,930,246
1f · All other contributions, gifts and grants

$11,629,495
1g · Noncash contributions included above

$1,307,987
2a · Program service revenue: TUITION AND FEES

total $182,469,569 · related or exempt $182,469,569
2b · Program service revenue: AUXILIARY SERVICES

total $23,909,994 · related or exempt $23,837,284 · unrelated business $72,710
2c · Program service revenue: ACADEMIC AWARDS

total $329,306 · related or exempt $329,306
2d · Program service revenue: CONTRACTS/EXCHANGE TRA

total $272,435 · related or exempt $272,435
3 · Investment income

total $5,413,403 · unrelated business $323,646 · excluded $5,089,757
6a · Gross rents

real property $271,550
6b · Less rental expenses

real property $369,578
6c · Rental income or loss

real property -$98,028
6d · Net rental income or loss

total -$98,028 · unrelated business -$75,314 · excluded -$22,714
7a · Gross sales of assets other than inventory

securities $91,659,886
7b · Less cost or other basis and sales expenses

securities $83,541,974
7c · Gain or loss

securities $8,117,912
7d · Net gain or loss

total $8,117,912 · excluded $8,117,912
8a · Fundraising events: gross income

$17,290
8a · Fundraising events: contributions included on line 1c

$20,630
8b · Fundraising events: direct expenses

$22,167
8c · Net income from fundraising events

total -$4,877 · excluded -$4,877
11a · Other revenue: INSURANCE RECOVERIES

total $645,221 · related or exempt $645,221
11b · Other revenue: ALUMNI EVENTS

total $267,568 · related or exempt $267,568
11c · Other revenue: RETURN OF PERKINS LOAN

total $113,246 · related or exempt $113,246
11d · All other revenue

total $4,847,952 · related or exempt $4,847,952
11e · Other revenue, total

$5,873,987

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $58,882 · program services $58,882
2 · Grants to domestic individuals

total $87,579,972 · program services $87,579,972
3 · Grants to foreign organizations and individuals

total $6,483,876 · program services $6,483,876
5 · Compensation of officers, directors and key employees

total $3,291,723 · program services $1,689,829 · management and general $1,332,975 · fundraising $268,919
7 · Other salaries and wages

total $60,211,672 · program services $50,450,683 · management and general $7,577,055 · fundraising $2,183,934
8 · Pension plan contributions

total $4,213,037 · program services $3,515,070 · management and general $539,787 · fundraising $158,180
9 · Other employee benefits

total $10,076,571 · program services $8,275,115 · management and general $1,517,571 · fundraising $283,885
10 · Payroll taxes

total $4,514,686 · program services $3,755,438 · management and general $594,342 · fundraising $164,906
11b · Fees: legal

total $175,217 · program services $10,348 · management and general $164,869
11c · Fees: accounting

total $125,421 · program services $7,407 · management and general $118,014
11d · Fees: lobbying

total $6,000 · program services $6,000
11f · Fees: investment management

total $749,871 · program services $44,756 · management and general $705,115
11g · Fees: other

total $15,453,688 · program services $12,100,567 · management and general $3,127,113 · fundraising $226,008
12 · Advertising and promotion

total $163,287 · program services $135,442 · management and general $19,649 · fundraising $8,196
13 · Office expenses

total $3,617,798 · program services $2,605,847 · management and general $855,717 · fundraising $156,234
14 · Information technology

total $2,568,410 · program services $700,019 · management and general $1,801,798 · fundraising $66,593
16 · Occupancy

total $4,094,637 · program services $3,244,158 · management and general $850,479
17 · Travel

total $4,543,661 · program services $3,685,566 · management and general $634,735 · fundraising $223,360
19 · Conferences, conventions and meetings

total $312,482 · program services $216,119 · management and general $87,951 · fundraising $8,412
20 · Interest

total $4,550,634 · program services $3,837,053 · management and general $713,581
22 · Depreciation, depletion and amortization

total $9,423,065 · program services $7,565,701 · management and general $1,857,364
23 · Insurance

total $5,006,658 · program services $3,992,123 · management and general $1,014,535
24a · Other expenses: OVERSEAS PROJECT EXPENS

total $5,282,996 · program services $5,282,996
24b · Other expenses: LIBRARY BOOKS/MATERIALS

total $1,445,246 · program services $1,445,246
24c · Other expenses: BAD DEBT

total $336,765 · program services $13,865 · management and general $322,900
24e · All other expenses

total $1,198,114 · program services $848,141 · management and general $321,059 · fundraising $28,914

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $234,920 · end of year $142,966
2 · Savings and temporary cash investments

beginning of year $72,160,265 · end of year $61,668,722
3 · Pledges and grants receivable

beginning of year $8,996,057 · end of year $6,115,505
4 · Accounts receivable

beginning of year $714,551 · end of year $486,054
7 · Other notes and loans receivable

beginning of year $9,313,592 · end of year $6,984,930
8 · Inventories for sale or use

beginning of year $78,695 · end of year $83,456
9 · Prepaid expenses and deferred charges

beginning of year $996,088 · end of year $1,009,365
10a · Land, buildings and equipment: cost or other basis

$359,279,769
10b · Land, buildings and equipment: accumulated depreciation

$167,103,370
10c · Land, buildings and equipment, net

beginning of year $180,272,795 · end of year $192,176,399
11 · Investments: publicly traded securities

beginning of year $170,292,451 · end of year $207,895,118
12 · Investments: other securities

beginning of year $163,151,178 · end of year $152,441,785
15 · Other assets

beginning of year $2,441,417 · end of year $1,395,497
17 · Accounts payable and accrued expenses

beginning of year $18,355,916 · end of year $17,351,271
19 · Deferred revenue

beginning of year $7,288,200 · end of year $6,010,462
23 · Secured mortgages and notes payable

beginning of year $150,970,166 · end of year $151,008,940
25 · Other liabilities

beginning of year $6,000,095 · end of year $6,276,962
27 · Net assets without donor restrictions

beginning of year $145,231,999 · end of year $156,291,907
28 · Net assets with donor restrictions

beginning of year $280,805,633 · end of year $293,460,255

Mission and programs · 2023

Mission

THE MISSION OF LEWIS & CLARK COLLEGE IS TO KNOW THE TRADITIONS OF THE LIBERAL ARTS, TO TEST THEIR BOUNDARIES THROUGH ONGOING EXPLORATION, AND TO HAND ON TO SUCCESSIVE GENERATIONS THE TOOLS AND DISCOVERIES OF THIS QUEST. BY THESE MEANS, THE COLLEGE PURSUES THE AIMS OF ALL LIBERAL LEARNING: TO SEEK KNOWLEDGE FOR ITS OWN SAKE AND TO PREPARE FOR CIVIC LEADERSHIP.

ACADEMICS: LEWIS & CLARK COLLEGE SUPPORTS ITS EDUCATIONAL MISSION BY PREPARING STUDENTS FOR WORLD CITIZENSHIP THROUGH RIGOROUS CURRICULA AND RICH EXPERIENCES BOTH IN AND OUT OF THE CLASSROOM. THE COLLEGE OF ARTS AND SCIENCES OFFERS 29 MAJORS AND 33 MINORS IN THE SCIENCES, ARTS, HUMANITIES, AND SOCIAL SCIENCES. A STUDENT-FACULTY RATIO OF 13 TO 1 IS PROVIDED FOR A DIVERSE COMMUNITY OF STUDENTS FROM 47 STATES AND THE DISTRICT OF COLUMBIA, PUERTO RICO, THE VIRGIN ISLANDS, AND FROM APPROXIMATELY 56 OTHER COUNTRIES. A WIDE RANGE OF OVERSEAS AND OFF-CAMPUS PROGRAMS FORM AN INTEGRAL PART OF THE TOTAL EDUCATIONAL EXPERIENCE AT LEWIS & CLARK. THE COLLEGE IS COMMITTED IN HELPING STUDENTS DEVELOP THE SKILLS TO UNDERSTAND, CREATE, AND CONNECT THEIR EDUCATIONAL EXPERIENCE WITH FUTURE GOALS THROUGH PROGRAMS SUCH AS CAREER COUNSELING, INTERNSHIPS, LEADERSHIP & DEVELOPMENT, AND ENTREPRENEURSHIP PROGRAMS. IN SUPPORT OF ITS ACADEMIC PROGRAMS, LEWIS & CLARK OPERATES WELL-STOCKED LIBRARIES, AWARD-WINNING GREEN BUILDINGS, AND OUTSTANDING ATHLETIC FACILITIES. THE GRADUATE SCHOOL OF EDUCATION AND COUNSELING OFFERS NATIONALLY ACCREDITED PROFESSIONAL PROGRAMS IN A WIDE RANGE OF EDUCATION AND COUNSELING-RELATED FIELDS WITH SCHOLAR-PRACTITIONER FACULTY WHO CONDUCT LEADING RESEARCH IN THEIR ACADEMIC FIELDS, WHILE REMAINING DEEPLY EMBEDDED IN THE REAL NEEDS OF LOCAL COMMUNITIES, AGENCIES, AND INSTITUTIONS. DRAWING STUDENTS FROM ACROSS THE COUNTRY AND INTERNATIONALLY, THE LAW SCHOOL HAS A NATIONAL REACH WITH GRADUATES PRACTICING IN MANY AREAS OF LAW. WITH RIGOROUS CLASSROOM TEACHING AND A WIDE VARIETY OF OPPORTUNITIES TO GAIN PRACTICAL EXPERIENCE, THE LAW SCHOOL'S ENVIRONMENTAL PROGRAM HAS CONSISTENTLY BEEN RANKED AS ONE OF THE BEST IN THE NATION FOR MANY YEARS. ASIDE FROM TRADITIONAL LAW DEGREE, SPECIAL CERTIFICATES ARE AVAILABLE FOR STUDENTS WHO PURSUE A PRESCRIBED CURRICULUM IN BUSINESS, INTELLECTUAL PROPERTY, TAX, CRIMINAL LAW, GLOBAL LAW, PUBLIC INTEREST LAW, OR ENVIRONMENTAL LAW.

Expenses $154,701,647 · Grants $94,122,730 · Revenue $182,626,513
STUDENT SERVICES: STUDENT EXPERIENCE IS CRITICAL TO OUR MISSION AND LEWIS & CLARK IS DEDICATED IN SUPPORTING STUDENTS' TRANSITION TO COLLEGE BY ENCOURAGING PERSONAL DEVELOPMENT, PROMOTING CO-CURRICULAR LEARNING, STIMULATING EDUCATIONAL SUCCESS, AND HELPING PREPARE STUDENTS FOR LIFELONG CAREERS. LEWIS & CLARK IS A RESIDENTIAL CAMPUS, LOCATED ON 137 WOODED ACRES IN SOUTHWEST PORTLAND. FIRST AND SECOND YEAR STUDENTS ARE REQUIRED TO LIVE ON CAMPUS AND APPROXIMATELY 70% OF ALL LEWIS & CLARK UNDERGRADUATE STUDENTS LIVE ON CAMPUS. THE COLLEGE PROVIDES A RANGE OF STUDENT SERVICES AND SUPPORT WITH MORE THAN 100 REGISTERED STUDENT-RUN CLUBS AND ORGANIZATIONS. THE DIVISION OF STUDENT LIFE PARTNERS WITH THE UNDERGRADUATE STUDENTS THROUGH THEIR DEVELOPMENT IN ACADEMIC & EXPERIENTIAL LEARNING, CIVIC LEADERSHIP & CAREER DEVELOPMENT, AND WELLNESS. OVER 400 STUDENT-ATHLETES COMPETE IN 20 NCAA DIVISION III SPORTS PROGRAMS OFFERED AT LEWIS & CLARK AND A LARGER NUMBER PARTICIPATE IN OTHER RECREATIONAL ACTIVITIES SUCH AS CLUB AND INTRAMURAL SPORTS. AT THE GRADUATE SCHOOL OF EDUCATION AND COUNSELING, STUDENTS BENEFIT FROM SPECIALIZED SUPPORT IN A RANGE OF AREAS RELATED TO PROFESSIONAL LICENSURE, ENDORSEMENTS, AND OTHER JOB RELATED CREDENTIALS. GIVEN THAT GRADUATES PURSUE POSITIONS FROM PORTLAND TO QATAR, THIS CAN BE A COMPLICATED PROCESS, INVOLVING MANY EXTERNAL AGENCIES AND ORGANIZATIONS. STUDENTS ARE GUIDED THROUGH THE PROCESS AND REQUIREMENTS RELEVANT TO THEIR SPECIFIC GOALS. THE GRADUATE SCHOOL ALSO SPONSORS A VARIETY OF VISITS BY SCHOOL DISTRICTS, MENTAL HEALTH AGENCIES, AND RELATED ORGANIZATIONS TO HELP STUDENTS MAKE CONNECTIONS WITH (AND OFTEN ACTUALLY INTERVIEW WITH) THEIR FUTURE EMPLOYERS. THE CAREER DEVELOPMENT OFFICE WORKS CLOSELY WITH LAW STUDENTS AND PROVIDES SERVICES SUCH AS MAKING MENTORS AVAILABLE TO ALL STUDENTS, MEETING WITH STUDENTS INDIVIDUALLY TO COUNSEL ON CAREER CHOICES, REVIEWING RESUMES, AND TAPING MOCK INTERVIEWS WITH PRACTICING ATTORNEYS.

Expenses $18,681,379 · Revenue $3,570,910
ACADEMIC SUPPORT: LEWIS & CLARK IS COMMITTED TO THE ACADEMIC SUCCESS OF EVERY STUDENT AND CARRIES OUT ITS MISSION THROUGH GIVING EACH STUDENT THE OPPORTUNITY TO DISCOVER THEMSELVES AND THE WORLD THROUGH THE STUDY OF THE ARTS, THE HUMANITIES, AND THE MATHEMATICAL, NATURAL, AND SOCIAL SCIENCES. OVER NINETY-ONE PERCENT OF FULL TIME FACULTY HOLD A PH.D. OR TERMINAL DEGREE IN THEIR FIELDS. MANY OF OUR FACULTY ARE ACTIVE IN RESEARCH AND SCHOLARSHIPS AND HAVE BEEN TREMENDOUSLY SUCCESSFUL IN SECURING PRESTIGIOUS AWARDS AND APPOINTMENTS INCLUDING FULBRIGHT ALUMNI AMBASSADOR, COUNCIL FOR THE ADVANCEMENT AND SUPPORT OF EDUCATION (CASE)AND THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT FOR TEACHING FOR TEACHER OF YEAR AWARDS. SEVERAL FACULTY MEMBERS HAVE RECENTLY BEEN RECOGNIZED FOR EXCELLENCE IN TEACHING WITH GRAVES AWARDS IN HUMANITIES AND NUMEROUS FACULTY MEMBERS HAVE BEEN AWARDED FELLOWSHIPS TO CONDUCT RESEARCH AND TEACH ABROAD. AN AVERAGE CLASS SIZE OF 17 ALLOWS CLOSE CONTACT BETWEEN PROFESSORS AND STUDENTS AND CREATES OPPORTUNITIES FOR DISCUSSION AND COLLABORATION. OVER 90 PERCENT OF UNDERGRADUATE STUDENTS RECEIVE FINANCIAL ASSISTANCE THROUGH MERIT-BASED SCHOLARSHIPS, NEED-BASED GRANTS, LOANS, OR CAMPUS EMPLOYMENT.IN THE GRADUATE SCHOOL OF EDUCATION AND COUNSELING, STUDENTS AND FACULTY WORK CLOSELY TOGETHER IN A VARIETY OF CONTEXTS, FROM INTENSIVE FIELD-BASED INTERNSHIPS TO CO-AUTHORING RESEARCH ARTICLES. STUDENTS LEARN NOT ONLY TO BE EXCELLENT PRACTITIONERS, BUT LEADERS AND CHANGE AGENTS. THE LAW SCHOOL FACULTY MAKE THEMSELVES AVAILABLE OUTSIDE OF CLASS FOR MENTORING, AND TO EXPAND ON TOPICS TAUGHT IN CLASSES. IN ADDITION, THE LAW SCHOOL HAS A PROGRAM FOR STUDENTS WHO FEEL THE NEED FOR ACADEMIC SUPPORT DURING LAW SCHOOL, AS WELL AS A PROGRAM DESIGNED TO ENHANCE THE LIKELIHOOD OF BAR PASSAGE UPON GRADUATION. BEYOND ANYSPECIALIZED MAJORS, STUDENTS HONE THEIR ABILITIES AS KNOWLEDGEABLE AND LOGICAL THINKERS, ARTICULATE SPEAKERS, AND EFFECTIVE WRITERS. THE COLLEGE PROVIDES MANY RESOURCES TO SUPPORT STUDENTS. THESE SERVICES RANGE FROM TUTORING AT THE MATH SKILLS CENTER TO SUPPORT FROM ONE OF OUR COUNSELORS.

Expenses $11,648,610 · Revenue $22,191
AUXILIARY SERVICES RELATED TO AND SUPPORTING OUR EDUCATIONAL PURPOSE SUCH AS STUDENT HOUSING, FOOD SERVICE, CAMPUS BOOKSTORE, PARKING AND TRANSPORTATION, AND SUMMER CONFERENCES.

Expenses $22,518,583 · Revenue $26,562,967

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Robin Holmes-SullivanROBIN HOLMES-SULLIVAN

PRESIDENT

Total calculated

$476,587

From this org

$431,377

From related orgs

$0

Other

$45,210

Hours/week

45

Schedule J breakdown matched by us

Base

$411,591

Bonus

$0

Other

$19,786

Deferred

$25,650

Nontaxable benefits

$19,560

Filer's total

$476,587
Jennifer JohnsonJENNIFER JOHNSON

DEAN OF THE LAW SCHOOL

Total calculated

$395,377

From this org

$367,344

From related orgs

$0

Other

$28,033

Hours/week

45

Schedule J breakdown matched by us

Base

$363,951

Bonus

$0

Other

$3,393

Deferred

$25,650

Nontaxable benefits

$2,383

Filer's total

$395,377
Marinus WiewelMARINUS WIEWEL

FORMER PRESIDENT - EMERITUS

Total calculated

$288,237

From this org

$246,707

From related orgs

$0

Other

$41,530

Hours/week

45

Schedule J breakdown matched by us

Base

$243,914

Bonus

$0

Other

$2,793

Deferred

$22,655

Nontaxable benefits

$18,875

Filer's total

$288,237
David ReeseDAVID REESE

VP, CHIEF OF STAFF, GENERAL COUNSEL

Total calculated

$283,965

From this org

$259,129

From related orgs

$0

Other

$24,836

Hours/week

45

Schedule J breakdown matched by us

Base

$257,477

Bonus

$0

Other

$1,652

Deferred

$23,190

Nontaxable benefits

$1,646

Filer's total

$283,965
John ParryJOHN PARRY

ASSOC DEAN OF LAW SCHOOL FACULTY

Total calculated

$268,724

From this org

$231,439

From related orgs

$0

Other

$37,285

Hours/week

45

Schedule J breakdown matched by us

Base

$230,407

Bonus

$0

Other

$1,032

Deferred

$19,627

Nontaxable benefits

$17,658

Filer's total

$268,724
Andrea DooleyANDREA DOOLEY

CFO AND VP OF OPERATIONS

Total calculated

$257,188

From this org

$222,673

From related orgs

$0

Other

$34,515

Hours/week

45

Schedule J breakdown matched by us

Base

$222,433

Bonus

$0

Other

$240

Deferred

$21,090

Nontaxable benefits

$13,425

Filer's total

$257,188
Eric StaabERIC STAAB

VP OF ADMISSION AND FINANCIAL AID

Total calculated

$257,133

From this org

$218,727

From related orgs

$0

Other

$38,406

Hours/week

45

Schedule J breakdown matched by us

Base

$217,695

Bonus

$0

Other

$1,032

Deferred

$20,359

Nontaxable benefits

$18,047

Filer's total

$257,133
Bruce SuttmeierBRUCE SUTTMEIER

DEAN OF THE COLLEGE OF ARTS & SCIENCE

Total calculated

$251,606

From this org

$214,062

From related orgs

$0

Other

$37,544

Hours/week

45

Schedule J breakdown matched by us

Base

$206,032

Bonus

$0

Other

$8,030

Deferred

$18,718

Nontaxable benefits

$18,826

Filer's total

$251,606
Julio De PaulaJULIO DE PAULA

PROFESSOR OF CHEMISTRY

Total calculated

$251,274

From this org

$210,895

From related orgs

$0

Other

$40,379

Hours/week

45

Schedule J breakdown matched by us

Base

$209,311

Bonus

$0

Other

$1,584

Deferred

$19,747

Nontaxable benefits

$20,632

Filer's total

$251,274
Kenneth WalterKENNETH WALTER

VP FOR ADVANCEMENT

Total calculated

$250,775

From this org

$228,724

From related orgs

$0

Other

$22,051

Hours/week

45

Schedule J breakdown matched by us

Base

$227,764

Bonus

$0

Other

$960

Deferred

$20,516

Nontaxable benefits

$1,535

Filer's total

$250,775
Craig JohnstonCRAIG JOHNSTON

PROFESSOR OF LAW

Total calculated

$250,331

From this org

$224,238

From related orgs

$0

Other

$26,093

Hours/week

45

Schedule J breakdown matched by us

Base

$221,190

Bonus

$0

Other

$3,048

Deferred

$16,669

Nontaxable benefits

$9,424

Filer's total

$250,331
Evette ClarkEVETTE CLARK

VP STUDENT LIFE AND DEAN OF STUDENTS

Total calculated

$237,811

From this org

$193,028

From related orgs

$0

Other

$44,783

Hours/week

45

Schedule J breakdown matched by us

Base

$192,476

Bonus

$0

Other

$552

Deferred

$18,665

Nontaxable benefits

$26,118

Filer's total

$237,811
Earl FletcherEARL FLETCHER

DEAN OF THE GRADUATE SCHOOL OF EDUCATION

Total calculated

$236,428

From this org

$208,153

From related orgs

$0

Other

$28,275

Hours/week

45

Schedule J breakdown matched by us

Base

$206,569

Bonus

$0

Other

$1,584

Deferred

$18,761

Nontaxable benefits

$9,514

Filer's total

$236,428
Michael BlummMICHAEL BLUMM

PROFESSOR OF LAW

Total calculated

$236,179

From this org

$192,862

From related orgs

$0

Other

$43,317

Hours/week

45

Schedule J breakdown matched by us

Base

$190,069

Bonus

$0

Other

$2,793

Deferred

$17,329

Nontaxable benefits

$25,988

Filer's total

$236,179
Brian BlumBRIAN BLUM

PROFESSOR OF LAW

Total calculated

$228,784

From this org

$192,031

From related orgs

$0

Other

$36,753

Hours/week

45

Schedule J breakdown matched by us

Base

$190,177

Bonus

$0

Other

$1,854

Deferred

$18,109

Nontaxable benefits

$18,644

Filer's total

$228,784
Danielle TorresDANIELLE TORRES

DEAN EQUITY AND INCLUSION

Total calculated

$177,862

From this org

$154,822

From related orgs

$0

Other

$23,040

Hours/week

45

Schedule J breakdown matched by us

Base

$154,316

Bonus

$0

Other

$506

Deferred

$13,963

Nontaxable benefits

$9,077

Filer's total

$177,862
Lori FriedmanLORI FRIEDMAN

VP OF COMMUNICATIONS

Total calculated

$174,176

From this org

$140,013

From related orgs

$0

Other

$34,163

Hours/week

45

Schedule J breakdown matched by us

Base

$134,599

Bonus

$0

Other

$5,414

Deferred

$12,339

Nontaxable benefits

$21,824

Filer's total

$174,176
Paula HayesPAULA HAYES

TRUSTEE (CHAIR)

Total calculated

$0

Hours/week

4
Patrick MahaffyPATRICK MAHAFFY

TRUSTEE (FIRST VICE CHAIR)

Total calculated

$0

Hours/week

2
James SpencerJAMES SPENCER

TRUSTEE (SECOND VICE CHAIR)

Total calculated

$0

Hours/week

2
Patrick NielsonPATRICK NIELSON

TRUSTEE (THIRD VICE CHAIR)

Total calculated

$0

Hours/week

2
Amy MillerAMY MILLER

TRUSTEE

Total calculated

$0

Hours/week

2
Andre StewartANDRE STEWART

TRUSTEE

Total calculated

$0

Hours/week

2
Bob RoweBOB ROWE

TRUSTEE

Total calculated

$0

Hours/week

2
Brad KrupickaBRAD KRUPICKA

TRUSTEE

Total calculated

$0

Hours/week

2
Brent HutchingsBRENT HUTCHINGS

TRUSTEE

Total calculated

$0

Hours/week

2
Craig MacLeodCRAIG MACLEOD

TRUSTEE

Total calculated

$0

Hours/week

2
David MabieDAVID MABIE

TRUSTEE

Total calculated

$0

Hours/week

2
Heidi HuHEIDI HU

TRUSTEE

Total calculated

$0

Hours/week

2
Jay WaldonJAY WALDON

TRUSTEE

Total calculated

$0

Hours/week

2
Jennifer FronkJENNIFER FRONK

TRUSTEE

Total calculated

$0

Hours/week

2
Jim BlakemoreJIM BLAKEMORE

TRUSTEE

Total calculated

$0

Hours/week

2
John StadterJOHN STADTER

TRUSTEE

Total calculated

$0

Hours/week

2
Jouni KorhonenJOUNI KORHONEN

TRUSTEE

Total calculated

$0

Hours/week

2
Libby McCaslinLIBBY MCCASLIN

TRUSTEE

Total calculated

$0

Hours/week

2
Linda RobertsonLINDA ROBERTSON

TRUSTEE

Total calculated

$0

Hours/week

2
Mark TratosMARK TRATOS

TRUSTEE & ADJUCT FACULTY

Total calculated

$6,108

From this org

$6,087

From related orgs

$0

Other

$21

Hours/week

2
Matthew BergmanMATTHEW BERGMAN

TRUSTEE

Total calculated

$0

Hours/week

2
Patricia FrancyPATRICIA FRANCY

TRUSTEE

Total calculated

$0

Hours/week

2
Romayne LeveeROMAYNE LEVEE

TRUSTEE

Total calculated

$0

Hours/week

2
Serena CruzSERENA CRUZ

TRUSTEE

Total calculated

$0

Hours/week

2
Stacy ThompsonSTACY THOMPSON

TRUSTEE

Total calculated

$0

Hours/week

2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

1a · First-class or charter travel
1a · Travel for companions
1a · Housing allowance or residence for personal use
1a · Health or social club dues or initiation fees
1a · Personal services (maid, chauffeur, chef)
1b · Written policy on the line-1a expenses
2 · Substantiation required before reimbursing expenses
3 · Compensation committee
3 · Compensation survey or study
3 · Approval by the board or compensation committee

Answered no

4a · Severance or change-of-control payment
4b · Supplemental nonqualified retirement plan
4c · Equity-based compensation arrangement
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
7 · Other non-fixed payments
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A: CERTAIN EXPENSES ARE REIMBURSED TO THE COLLEGE PRESIDENT FOR SPOUSAL TRAVEL. WHEN SUCH TRAVEL IS NOT FOR BONA FIDE BUSINESS PURPOSES, REIMBURSEMENTS ARE TREATED AS TAXABLE COMPENSATION. A NON-TAXABLE HOUSING BENEFIT IS PROVIDED TO THE COLLEGE PRESIDENT. THE COLLEGE PRESIDENT ALSO RECEIVES AN AUTOMOTIVE ALLOWANCE AND CUSTODIAL SERVICES FOR THE PERSONAL PORTION OF THE PROVIDED HOUSING WHICH ARE INCLUDED IN TAXABLE COMPENSATION. THE COLLEGE PAYS MEMBERSHIP DUES TO LOCAL SOCIAL CLUBS FOR USE BY CERTAIN OFFICERS FOR MEETINGS AND NETWORKING RELATING TO COLLEGE BUSINESS AS RELEVANT TO THEIR ROLE. THE BENEFIT IS NOT TREATED AS TAXABLE COMPENSATION AS THERE IS A BONA FIDE BUSINESS PURPOSE TO MEMBERSHIP IN THESE CLUBS, AS THE CLUBS ARE USED FOR MEETINGS AND NETWORKING RELATING TO COLLEGE BUSINESS. ANY MEALS OR OTHER ACTIVITIES WHICH THE OFFICER DEEMS TO BE FOR HIS/HER OWN PERSONAL USE ARE NOT REIMBURSED. BUSINESS CLASS TRAVEL (OR FIRST-CLASS TRAVEL IF BUSINESS CLASS IS NOT AVAILABLE) IS PERMISSIBLE FOR FLIGHTS GREATER THAN FOUR HOURS TAKEN BY THE COLLEGE PRESIDENT FOR BUSINESS PURPOSES.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

HARVARD LAW SCHOOL

$25,000

SPONSORSHIP TO SUPPORT ACCOMMODATIONS FOR GLOBAL ANIMAL LAW HANDBOOK WORKSHOP PARTICIPANTS
WORLD AFFAIRS COUNCIL

$7,500

SPONSORHIP TO SUPPORT DEVELOPMENT OF GLOBAL LEARNING, CROSS-CULTURAL EXCHANGE, AND YOUTH LEADERSHIP TRAINING.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

CHARITABLE REMAINDER UNITRUSTS (7)

T · CHARITABLE REMAINDER TRUST · OR

Provenance

Return type: form_990
Tax year: 2023
Filed: 14 April 2025
IRS schema version: 2023v6.0
Source object: 202511059349302566

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