Totals
- Total revenue
- $23,352
- Total expenses
- $279,611
- Contributions and grants received
- $23,352
- Grants paid
- $279,611
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $15,418,052
- Total liabilities, end of year
- $6,499,960
- Net assets or fund balances, end of year
- $8,918,092
- Program services expenses (Part IX)
- $279,611
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $279,611
Program services were 100.0% 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.
-
1f · All other contributions, gifts and grants
$23,352
-
1g · Noncash contributions included above
$6,984
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $279,611 · program services $279,611
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $74,208 · end of year $56,337
-
2 · Savings and temporary cash investments
beginning of year $348,190 · end of year $234,703
-
11 · Investments: publicly traded securities
beginning of year $1,263,902 · end of year $1,393,689
-
12 · Investments: other securities
beginning of year $10,550,719 · end of year $10,051,126
-
15 · Other assets
beginning of year $3,635,923 · end of year $3,682,197
-
18 · Grants payable
beginning of year $203,559 · end of year $0
-
25 · Other liabilities
beginning of year $6,510,439 · end of year $6,499,960
-
27 · Net assets without donor restrictions
beginning of year $2,913,594 · end of year $2,960,139
-
28 · Net assets with donor restrictions
beginning of year $6,245,350 · end of year $5,957,953
Mission and programs · 2022
Mission
TO SERVE AS THE CATALYST OR CONDUIT THROUGH WHICH DEFERRED OR PLANNED GIFTS FLOW TO PROVIDE PERMANENT FINANCIAL SUPPORT OF WHITWORTH UNIVERSITY.
-
DURING FISCAL YEAR 2023, THE WHITWORTH FOUNDATION TRANSFERRED $279,611 TO WHITWORTH UNIVERSTIY TO SUPPORT THE MISSION OF THE INSTITUTION.
Expenses $279,611 · Grants $279,611
As filed on the 2022 return.
Listed in Part VII
-
Scott McQuilkin DirectorSCOTT MCQUILKIN DIRECTOR
UNIVERSITY PRESIDENT
- Total calculated
- $437,748
- From this org
- $0
- From related orgs
- $404,733
- Other
- $33,015
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $378,083 related
- Bonus
- $0
- Other
- $0 + $26,650 related
- Deferred
- $0 + $24,400 related
- Nontaxable benefits
- $0 + $8,615 related
- Filer's total
- $0 + $437,748 related
-
Lawrence Probus DirectorLAWRENCE PROBUS DIRECTOR
VP FOR FIN & ADMIN (TERM 12/2022)
- Total calculated
- $252,274
- From this org
- $0
- From related orgs
- $226,734
- Other
- $25,540
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $211,431 related
- Bonus
- $0
- Other
- $0 + $15,303 related
- Deferred
- $0 + $17,139 related
- Nontaxable benefits
- $0 + $8,401 related
- Filer's total
- $0 + $252,274 related
-
Stacey Kamm Smith DirectorSTACEY KAMM SMITH DIRECTOR
VP INSTITUTIONAL ADVANCEMENT
- Total calculated
- $200,288
- From this org
- $0
- From related orgs
- $177,763
- Other
- $22,525
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $177,763 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $14,323 related
- Nontaxable benefits
- $0 + $8,202 related
- Filer's total
- $0 + $200,288 related
-
Dawn Keig DirectorDAWN KEIG DIRECTOR
UNIVERSITY FACULTY PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
William CurryWILLIAM CURRY
FOUNDATION PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
William Sperling JrWILLIAM SPERLING JR
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Ben NielsenBEN NIELSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cheryl BrooksCHERYL BROOKS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Daniel HulsizerDANIEL HULSIZER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dione JantzDIONE JANTZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Frank KnottFRANK KNOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jerry SheffelsJERRY SHEFFELS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kenneth RobertsKENNETH ROBERTS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark LuptonMARK LUPTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Peter EnkemaPETER ENKEMA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Richard LewisRICHARD LEWIS
DIRECTOR
- 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
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 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 3
- THE ORGANIZATION'S OFFICERS ARE COMPENSATED FROM ITS RELATED ORGANIZATION, WHITWORTH UNIVERSITY. THE FOLLOWING WERE USED BY WHITWORTH UNIVERSITY TO DETERMINE THE COMPENSATION OF THE PRESIDENT: 1. COMPENSATION COMMITTEE 2. INDEPENDENT COMPENSATION CONSULTANT 3. FORM 990 OF OTHER ORGANIZATIONS 4. COMPENSATION SURVEY OR STUDY 5. APPROVAL BY THE BOARD AND COMPENSATION COMMITTEE
- PART I, LINE 4B
- SCOTT MCQUILKIN PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN UNDER SECTION 457(F). A $25,733 NON-VESTED CONTRIBUTION WAS MADE DURING FY2023, WHICH IS A PART OF COLUMN C IN PART II.
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
-
$279,611
TO AID WHITWORTH UNIVERSITY'S PROGRAMS
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.
-
501(C)(3) · HIGHER EDUCATION · WA
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 (20)
T · CHARITABLE TRUST · WA
-
CHARITY REMAINDER ANNUITY TRUSTS (1)
T · CHARITABLE TRUST · WA
-
LIFE ANNUITY TRUSTS (65)
T · CHARITABLE TRUST · WA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 8 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202400999349301955
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