Totals
- Total revenue
- $163,265,362
- Total expenses
- $190,546,447
- Contributions and grants received
- $17,071,748
- Grants paid
- $72,237,253
- Program service revenue
- $142,030,180
- Investment income
- $1,701,162
- Other revenue
- $2,462,272
- Total assets, end of year
- $537,942,266
- Total liabilities, end of year
- $157,855,268
- Net assets or fund balances, end of year
- $380,086,998
- Program services expenses (Part IX)
- $166,533,989
- Management and general expenses
- $19,994,153
- Fundraising expenses
- $4,018,305
- Program service expenses (Part III)
- $166,533,989
Program services were 87.4% 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.
-
1e · Government grants (contributions)
$2,409,784
-
1f · All other contributions, gifts and grants
$14,661,964
-
1g · Noncash contributions included above
$2,468,752
-
2a · Program service revenue: TUITION AND FEES
total $123,147,256 · related or exempt $123,147,256
-
2b · Program service revenue: ROOM AND BOARD FEES
total $18,160,689 · related or exempt $18,160,689
-
2c · Program service revenue: AUXILIARY INCOME
total $722,235 · related or exempt $722,235
-
3 · Investment income
total $1,726,830 · unrelated business $321,736 · excluded $1,405,094
-
6a · Gross rents
real property $153,808
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $153,808
-
6d · Net rental income or loss
total $153,808 · excluded $153,808
-
7a · Gross sales of assets other than inventory
securities $36,049,801
-
7b · Less cost or other basis and sales expenses
securities $36,048,278 · other assets $27,191
-
7c · Gain or loss
securities $1,523 · other assets -$27,191
-
7d · Net gain or loss
total -$25,668 · excluded -$25,668
-
11a · Other revenue: PARKING
total $440,708 · unrelated business $29,330 · excluded $411,378
-
11b · Other revenue: TRUST DISTRIBUTIONS
total $219,286 · excluded $219,286
-
11c · Other revenue: CONTRACTED SERVICES
total $91,242 · excluded $91,242
-
11d · All other revenue
total $1,557,228 · excluded $1,557,228
-
11e · Other revenue, total
$2,308,464
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,000 · program services $2,000
-
2 · Grants to domestic individuals
total $71,218,804 · program services $71,218,804
-
3 · Grants to foreign organizations and individuals
total $1,016,449 · program services $1,016,449
-
5 · Compensation of officers, directors and key employees
total $2,991,000 · program services $796,108 · management and general $2,030,493 · fundraising $164,399
-
6 · Compensation of disqualified persons
total $45,116 · program services $45,116
-
7 · Other salaries and wages
total $51,453,027 · program services $43,791,291 · management and general $5,318,003 · fundraising $2,343,733
-
8 · Pension plan contributions
total $4,725,417 · program services $4,029,977 · management and general $476,756 · fundraising $218,684
-
9 · Other employee benefits
total $7,220,119 · program services $6,143,184 · management and general $736,729 · fundraising $340,206
-
10 · Payroll taxes
total $3,991,311 · program services $3,344,151 · management and general $472,580 · fundraising $174,580
-
11b · Fees: legal
total $763,914 · program services $7,052 · management and general $750,227 · fundraising $6,635
-
11c · Fees: accounting
total $203,862 · management and general $203,862
-
11e · Fees: professional fundraising services
total $53,510 · fundraising $53,510
-
11f · Fees: investment management
total $1,786,072 · management and general $1,786,072
-
11g · Fees: other
total $7,904,702 · program services $6,266,475 · management and general $1,416,035 · fundraising $222,192
-
12 · Advertising and promotion
total $711,890 · program services $172,790 · management and general $539,100
-
13 · Office expenses
total $3,411,810 · program services $2,840,291 · management and general $291,317 · fundraising $280,202
-
14 · Information technology
total $2,247,095 · program services $2,016,788 · management and general $107,776 · fundraising $122,531
-
16 · Occupancy
total $7,812,645 · program services $5,581,534 · management and general $2,223,348 · fundraising $7,763
-
17 · Travel
total $2,513,745 · program services $2,414,090 · management and general $30,894 · fundraising $68,761
-
19 · Conferences, conventions and meetings
total $126,162 · program services $117,587 · management and general $5,286 · fundraising $3,289
-
20 · Interest
total $3,558,546 · program services $2,586,855 · management and general $971,691
-
22 · Depreciation, depletion and amortization
total $6,453,768 · program services $5,995,079 · management and general $458,689
-
23 · Insurance
total $1,759,588 · program services $16,048 · management and general $1,743,540
-
24a · Other expenses: FOOD SERVICE
total $5,962,473 · program services $5,842,637 · management and general $108,656 · fundraising $11,180
-
24b · Other expenses: SPECIAL PROGRAMS
total $1,097,248 · program services $1,097,248 · management and general $0 · fundraising $0
-
24c · Other expenses: BOOKS AND PERIODICALS
total $924,431 · program services $924,431 · management and general $0 · fundraising $0
-
24d · Other expenses: BAD DEBT
total $140,161 · program services $0 · management and general $140,161 · fundraising $0
-
24e · All other expenses
total $451,582 · program services $268,004 · management and general $182,938 · fundraising $640
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,167,007 · end of year $7,852,587
-
2 · Savings and temporary cash investments
beginning of year $21,755,842 · end of year $10,772,808
-
3 · Pledges and grants receivable
beginning of year $4,420,753 · end of year $4,480,607
-
4 · Accounts receivable
beginning of year $4,591,165 · end of year $3,533,981
-
7 · Other notes and loans receivable
beginning of year $1,978,688 · end of year $1,337,438
-
9 · Prepaid expenses and deferred charges
beginning of year $1,460,826 · end of year $1,310,332
-
10a · Land, buildings and equipment: cost or other basis
$323,046,735
-
10b · Land, buildings and equipment: accumulated depreciation
$150,778,998
-
10c · Land, buildings and equipment, net
beginning of year $166,775,642 · end of year $172,267,737
-
11 · Investments: publicly traded securities
beginning of year $20,603,043 · end of year $19,798,894
-
12 · Investments: other securities
beginning of year $293,946,613 · end of year $298,667,409
-
13 · Investments: program-related
beginning of year $1,330,224 · end of year $1,493,305
-
15 · Other assets
beginning of year $17,250,161 · end of year $16,427,168
-
17 · Accounts payable and accrued expenses
beginning of year $16,904,353 · end of year $16,681,510
-
19 · Deferred revenue
beginning of year $2,574,008 · end of year $2,548,411
-
20 · Tax-exempt bond liabilities
beginning of year $100,101,681 · end of year $99,757,799
-
21 · Escrow or custodial account liability
beginning of year $1,168,382 · end of year $808,514
-
25 · Other liabilities
beginning of year $40,735,013 · end of year $38,059,034
-
27 · Net assets without donor restrictions
beginning of year $84,095,210 · end of year $70,935,609
-
28 · Net assets with donor restrictions
beginning of year $290,701,317 · end of year $309,151,389
Mission and programs · 2023
Mission
THROUGH NATIONALLY DISTINCTIVE PROGRAMS CONNECTING LIBERAL EDUCATION TO PROFESSIONAL PRACTICE, WILLAMETTE UNIVERSITY PREPARES GRADUATES TO TURN KNOWLEDGE INTO ACTION AND LEAD LIVES OF ACHIEVEMENT, CONTRIBUTION, AND MEANING.
-
HIGHER EDUCATION - INSTRUCTION AND SUPPORT: 1,548 IN THE COLLEGE OF ARTS AND SCIENCES, 325 IN THE COLLEGE OF LAW, 105 IN THE ATKINSON GRADUATE SCHOOL OF MANAGEMENT, 27 IN THE SCHOOL OF COMPUTING AND INFORMATION SCIENCES, 73 IN A JOINT DEGREE PROGRAM, 401 IN PACIFIC NORTHWEST COLLEGE OF ARTS, AND 63 IN THE HALLIE FORD SCHOOL OF GRADUATE STUDIES (2,542 STUDENTS).
Expenses $151,807,569 · Grants $72,255,252 · Revenue $123,147,256
-
HIGHER EDUCATION - AUXILIARY FUNCTIONS: INCLUDES ROOM & BOARD (FOR 1,279 STUDENTS) AND SUMMER CONFERENCES.
Expenses $14,726,420 · Grants $21,327 · Revenue $18,882,924
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Stephen ThorsettSTEPHEN THORSETT
PRESIDENT
- Total calculated
- $660,581
- From this org
- $487,093
- From related orgs
- $0
- Other
- $173,488
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $470,372
- Bonus
- $0
- Other
- $16,721
- Deferred
- $48,500
- Nontaxable benefits
- $124,988
- Filer's total
- $660,581
-
Shelby RadcliffeSHELBY RADCLIFFE
VP FOR ADVANCEMENT
- Total calculated
- $378,667
- From this org
- $342,077
- From related orgs
- $0
- Other
- $36,590
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $258,705
- Bonus
- $76,086
- Other
- $7,286
- Deferred
- $26,010
- Nontaxable benefits
- $10,580
- Filer's total
- $378,667
-
Brian GalliniBRIAN GALLINI
DEAN, COLLEGE OF LAW
- Total calculated
- $322,626
- From this org
- $268,039
- From related orgs
- $0
- Other
- $54,587
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $267,145
- Bonus
- $0
- Other
- $894
- Deferred
- $27,554
- Nontaxable benefits
- $27,033
- Filer's total
- $322,626
-
Daniel Valles Sr ViceDANIEL VALLES SR VICE
PRESIDENT, COO & TREASURER
- Total calculated
- $311,803
- From this org
- $265,063
- From related orgs
- $0
- Other
- $46,740
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $264,189
- Bonus
- $0
- Other
- $874
- Deferred
- $27,040
- Nontaxable benefits
- $19,700
- Filer's total
- $311,803
-
Jennifer ColeJENNIFER COLE
DEAN, PNCA
- Total calculated
- $288,742
- From this org
- $214,432
- From related orgs
- $0
- Other
- $74,310
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $213,346
- Bonus
- $0
- Other
- $1,086
- Deferred
- $22,360
- Nontaxable benefits
- $51,950
- Filer's total
- $288,742
-
Carol LongCAROL LONG
PROVOST AND SENIOR VICE PRESIDENT
- Total calculated
- $286,451
- From this org
- $246,045
- From related orgs
- $0
- Other
- $40,406
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $241,241
- Bonus
- $0
- Other
- $4,804
- Deferred
- $24,671
- Nontaxable benefits
- $15,735
- Filer's total
- $286,451
-
Shana Sechrist GeneralSHANA SECHRIST GENERAL
COUNSEL & VP OF HUMAN RESOURCES
- Total calculated
- $281,930
- From this org
- $228,400
- From related orgs
- $0
- Other
- $53,530
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $227,232
- Bonus
- $0
- Other
- $1,168
- Deferred
- $23,868
- Nontaxable benefits
- $29,662
- Filer's total
- $281,930
-
William MullenWILLIAM MULLEN
VP FOR ENROLLMENT MANAGEMENT
- Total calculated
- $268,806
- From this org
- $235,174
- From related orgs
- $0
- Other
- $33,632
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $233,040
- Bonus
- $0
- Other
- $2,134
- Deferred
- $23,400
- Nontaxable benefits
- $10,232
- Filer's total
- $268,806
-
Orn Bodvarsson Dean AtkinsonORN BODVARSSON DEAN ATKINSON
GRADUATE SCHOOL OF MANAGEMENT
- Total calculated
- $261,755
- From this org
- $226,358
- From related orgs
- $0
- Other
- $35,397
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $220,361
- Bonus
- $0
- Other
- $5,997
- Deferred
- $22,360
- Nontaxable benefits
- $13,037
- Filer's total
- $261,755
-
Ruth FeingoldRUTH FEINGOLD
DEAN, COLLEGE OF ARTS & SCIENCES
- Total calculated
- $247,306
- From this org
- $205,168
- From related orgs
- $0
- Other
- $42,138
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $201,895
- Bonus
- $0
- Other
- $3,273
- Deferred
- $20,962
- Nontaxable benefits
- $21,176
- Filer's total
- $247,306
-
Norman Williams KenNORMAN WILLIAMS KEN
CLAUDIA PETERSON PROFESSOR OF LAW
- Total calculated
- $233,787
- From this org
- $211,911
- From related orgs
- $0
- Other
- $21,876
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $211,072
- Bonus
- $0
- Other
- $839
- Deferred
- $17,750
- Nontaxable benefits
- $4,126
- Filer's total
- $233,787
-
Lisa LandremanLISA LANDREMAN
VP FOR STUDENT AFFAIRS
- Total calculated
- $213,221
- From this org
- $184,500
- From related orgs
- $0
- Other
- $28,721
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $182,877
- Bonus
- $0
- Other
- $1,623
- Deferred
- $18,399
- Nontaxable benefits
- $10,322
- Filer's total
- $213,221
-
Colleen Kawahara Chief OfCOLLEEN KAWAHARA CHIEF OF
STAFF, ADMINISTRATIVE SECRETARY
- Total calculated
- $195,301
- From this org
- $173,818
- From related orgs
- $0
- Other
- $21,483
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $173,041
- Bonus
- $0
- Other
- $777
- Deferred
- $17,500
- Nontaxable benefits
- $3,983
- Filer's total
- $195,301
-
Anne Gallagher AssociateANNE GALLAGHER ASSOCIATE
VP OF BUDGET & FACILITIES
- Total calculated
- $188,781
- From this org
- $160,684
- From related orgs
- $0
- Other
- $28,097
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $158,546
- Bonus
- $0
- Other
- $2,138
- Deferred
- $16,120
- Nontaxable benefits
- $11,977
- Filer's total
- $188,781
-
Kevin SmithKEVIN SMITH
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth LargeELIZABETH LARGE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Lynne SaxtonLYNNE SAXTON
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Sandra RoweSANDRA ROWE
SECRETARY - 02/29/2024
- Total calculated
- $0
- Hours/week
- 1
-
Eva KripalaniEVA KRIPALANI
ASSISTANT SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Bob HeckBOB HECK
TRUSTEE - 06/30/2024
- Total calculated
- $0
- Hours/week
- 1
-
Bonnie FlynnBONNIE FLYNN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Brian HufftBRIAN HUFFT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Charlotte CarpenterCHARLOTTE CARPENTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Cortlandt CuffeeCORTLANDT CUFFEE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
David DrinkwardDAVID DRINKWARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Eloise DamroschELOISE DAMROSCH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Heidi PattersonHEIDI PATTERSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
James CunoJAMES CUNO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Janelle BovellJANELLE BOVELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jeff ChungJEFF CHUNG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jill Terry HallJILL TERRY HALL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Johnny VongJOHNNY VONG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jon ThomsenJON THOMSEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Joseph HoffmanJOSEPH HOFFMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Julie FilizettiJULIE FILIZETTI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Karyn Richards-KuanKARYN RICHARDS-KUAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Katherine CahillKATHERINE CAHILL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kenneth MorrisKENNETH MORRIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Konrad KrugerKONRAD KRUGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Linda HutchinsLINDA HUTCHINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Lynn RistigLYNN RISTIG
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Mariam HigginsMARIAM HIGGINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michael MartinezMICHAEL MARTINEZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Patrick WaitePATRICK WAITE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Robin BrenaROBIN BRENA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sean O'HollarenSEAN O'HOLLAREN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Truman Collins JrTRUMAN COLLINS JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
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 · 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 · Form 990 of other organizations
- 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
- 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. CLUB MEMBERSHIPS WERE PROVIDED TO THE UNIVERSITY PRESIDENT AND ARE USED FOR UNIVERSITY BUSINESS MEETINGS. PERSONAL SERVICES CONSIST OF CUSTODIAL SERVICES FOR THE UNIVERSITY OWNED RESIDENCE OCCUPIED BY THE PRESIDENT.
- PART I, LINE 1B
- ITEMS NOTED IN LINE 1A WERE PROVIDED BASED ON EMPLOYMENT AGREEMENTS WITH THE UNIVERSITY PRESIDENT AND OTHER EMPLOYEES, AND THE UNIVERSITY FOLLOWED THE PROVISIONS OF THESE AGREEMENTS REGARDING PAYMENT/REIMBURSEMENT/ PROVISION OF THESE ITEMS.
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
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
CENTER FOR CONTEMPORARY ART & CULTURE
501(C)(3) · MUSEUM OF ART · OR · controlled entity
Directly controlled by WILLAMETTE UNIVERSITY
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.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
WILLAMETTE ANGEL FUND LLC
INVESTMENT · OR · income -$3,672 · assets $928,308
Directly controlled by WILLAMETTE UNIVERSITY
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
WUE INVESTMENTS HOLDINGS LP
EXCLUDED · INVESTMENT · DE · 100% owned · share of income $2,014,297 · share of assets $266,086,031
Directly controlled by GLOBAL ENDOWMENT MANAGEMENT
-
PNCA MASTER TENANT LLC
EXCLUDED · HOLD, MAINTAIN, AND OPERATE PROPERTY · OR · 99% owned · share of assets $14,401 · general or managing partner
Directly controlled by WILLAMETTE UNIVERSITY
-
PNCA HOLDINGS LLC
DEVELOP REAL AND BUSINESS PROPERTY · OR
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CHARITABLE REMAINDER TRUSTS (33)
BENEFICIAL INTEREST · OR
-
IRREVOCABLE NON-QUALIFIED TRUST
BENEFICIAL INTEREST · OR
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202530729349301473
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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