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← WHITMAN COLLEGE BOARD OF TRUSTEES

Form 990 for tax year 2022

Filed by WHITMAN COLLEGE BOARD OF TRUSTEES.

Totals

Total revenue
$163,932,972
Total expenses
$155,562,893
Contributions and grants received
$24,868,989
Grants paid
$41,505,390
Program services expenses (Part IX)
$122,283,117
Management and general expenses
$29,085,690
Fundraising expenses
$4,194,086
Program service expenses (Part III)
$122,283,117

Program services were 78.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JOSEPH C DAVIS

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DANA REID

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • BARBARA FEIGIN

    TRUSTEE (THRU 6/23)

    Total calculated
    $0
    Hours/week
    1

  • DANIELLE GARBE RESER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARK KAJITA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GORDON KEANE JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PETER LEWIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LEIGH ANN LUCERO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARSHAL MCREAL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NATHANIAL MILES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TRICIA PUTNAM MONTEGOMERY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JIM MOORE

    TRUSTEE (THRU 6/23)

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM R NEFF

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • AARON PERRINE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHARLES NELSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHARLEY ROSENBERRY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NANCY SERRURIER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JONATHAN SPOSATO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DENISE TABBUTT

    TRUSTEE (THRU 6/23)

    Total calculated
    $0
    Hours/week
    1

  • JULIE TAYLOR

    TRUSTEE (THRU 6/23)

    Total calculated
    $0
    Hours/week
    1

  • SARAH WANG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANN WATSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • COURT WYCKOFF

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SARAH R BOLTON

    PRESIDENT (FROM 7/22)

    Total calculated
    $349,472
    From this org
    $305,944
    From related orgs
    $0
    Other
    $43,528
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $291,324
    Bonus
    $0
    Other
    $14,620
    Deferred
    $25,500
    Nontaxable benefits
    $18,028
    Filer's total
    $349,472

  • KATHLEEN MURRAY

    PRESIDENT (THRU 6/22)

    Total calculated
    $305,226
    From this org
    $285,196
    From related orgs
    $0
    Other
    $20,030
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $285,196
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $20,030
    Filer's total
    $305,226

  • PETER W HARVEY

    CHIEF FINANCIAL OFFICER (THRU 5/23)

    Total calculated
    $338,126
    From this org
    $273,765
    From related orgs
    $0
    Other
    $64,361
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $258,285
    Bonus
    $0
    Other
    $15,480
    Deferred
    $27,269
    Nontaxable benefits
    $37,092
    Filer's total
    $338,126

  • DAVID J HAMRICK

    VP FOR FINANCE AND ADMIN (FROM 5/23)

    Total calculated
    $0
    Hours/week
    40 + 1 related

  • ALZADA TIPTON

    PROVOST AND DEAN OF FACULTY

    Total calculated
    $314,154
    From this org
    $237,803
    From related orgs
    $0
    Other
    $76,351
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,803
    Bonus
    $0
    Other
    $0
    Deferred
    $24,583
    Nontaxable benefits
    $51,768
    Filer's total
    $314,154

  • JOHN JOHNSON

    VP DIVERSITY AND INCLUSION

    Total calculated
    $211,563
    From this org
    $184,392
    From related orgs
    $0
    Other
    $27,171
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,392
    Bonus
    $0
    Other
    $6,000
    Deferred
    $18,519
    Nontaxable benefits
    $8,652
    Filer's total
    $211,563

  • KAZIPUTALIMBA JOSHUA

    VP STUDENT AFFAIRS AND DEAN OF STUDENTS

    Total calculated
    $271,585
    From this org
    $186,007
    From related orgs
    $0
    Other
    $85,578
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,257
    Bonus
    $0
    Other
    $13,750
    Deferred
    $19,627
    Nontaxable benefits
    $65,951
    Filer's total
    $271,585

  • STEVEN J SETCHELL

    VP DEVELOPMENT AND ALUMNI RELATIONS

    Total calculated
    $301,183
    From this org
    $266,076
    From related orgs
    $0
    Other
    $35,107
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $245,576
    Bonus
    $0
    Other
    $20,500
    Deferred
    $26,455
    Nontaxable benefits
    $8,652
    Filer's total
    $301,183

  • DAN TERRIO

    CHIEF INFORMATION OFFICER

    Total calculated
    $209,273
    From this org
    $174,371
    From related orgs
    $0
    Other
    $34,902
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,371
    Bonus
    $0
    Other
    $0
    Deferred
    $18,006
    Nontaxable benefits
    $16,896
    Filer's total
    $209,273

  • PATRICK SPENCER

    FACULTY

    Total calculated
    $200,220
    From this org
    $172,959
    From related orgs
    $0
    Other
    $27,261
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,959
    Bonus
    $0
    Other
    $0
    Deferred
    $17,141
    Nontaxable benefits
    $10,120
    Filer's total
    $200,220

  • PATRICK KEEF

    FACULTY

    Total calculated
    $190,447
    From this org
    $169,572
    From related orgs
    $0
    Other
    $20,875
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,572
    Bonus
    $0
    Other
    $0
    Deferred
    $12,223
    Nontaxable benefits
    $8,652
    Filer's total
    $190,447

  • SCOTT KLEINHEKSEL

    ASSOCIATE VP FOR DEVELOPMENT

    Total calculated
    $191,530
    From this org
    $166,178
    From related orgs
    $0
    Other
    $25,352
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,178
    Bonus
    $0
    Other
    $0
    Deferred
    $16,700
    Nontaxable benefits
    $8,652
    Filer's total
    $191,530

  • PHILIP BRICK

    FACULTY

    Total calculated
    $175,040
    From this org
    $150,908
    From related orgs
    $0
    Other
    $24,132
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,908
    Bonus
    $0
    Other
    $0
    Deferred
    $14,480
    Nontaxable benefits
    $9,652
    Filer's total
    $175,040

  • KIMBERLY CHANDLER

    DIRECTOR OF ATHLETICS, DEPT CHAIR & SR LECTURER OF

    Total calculated
    $168,674
    From this org
    $153,424
    From related orgs
    $0
    Other
    $15,250
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,424
    Bonus
    $0
    Other
    $0
    Deferred
    $15,250
    Nontaxable benefits
    $0
    Filer's total
    $168,674

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 — 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 · Tax indemnification and gross-up payments
  • 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 · 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 COLLEGE PRESIDENT AND VICE PRESIDENT FOR DEVELOPMENT AND ALUMNI RELATIONS WERE PROVIDED MEMBERSHIPS IN SOCIAL CLUBS BY THE COLLEGE. THE AMOUNTS PAID FOR DUES WERE INCLUDED IN THEIR W-2 AS TAXABLE COMPENSATION. THE COLLEGE PRESIDENT IS REQUIRED, AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE COLLEGE, TO MAINTAIN THEIR PERSONAL RESIDENCE IN A HOUSE PROVIDED BY THE COLLEGE. THIS HOUSE IS LOCATED ON THE EDGE OF THE CAMPUS. THE PRESIDENT'S PERSONAL RESIDENCE (OWNED BY THE COLLEGE) IS PROVIDED CLEANING SERVICES, YARD CARE, AND GARBAGE SERVICES BY THE COLLEGE. THE AMOUNTS PAID FOR BY THE COLLEGE AND ALLOCATED TO PERSONAL BENEFIT WERE INCLUDED IN THE PRESIDENT'S W-2 AS TAXABLE COMPENSATION.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
1 April 2024
IRS schema version
2022v5.0
Source object
202400999349301740

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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