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Nonprofiteer
← WILLAMETTE UNIVERSITY

Form 990 for tax year 2022

Filed by WILLAMETTE UNIVERSITY.

Totals

Total revenue
$137,752,242
Total expenses
$172,915,669
Contributions and grants received
$15,414,203
Grants paid
$57,722,938
Program services expenses (Part IX)
$148,605,921
Management and general expenses
$20,095,199
Fundraising expenses
$4,214,549
Program service expenses (Part III)
$148,605,921

Program services were 85.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEPHEN THORSETT

    PRESIDENT

    Total calculated
    $654,278
    From this org
    $484,263
    From related orgs
    $0
    Other
    $170,015
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $467,836
    Bonus
    $0
    Other
    $16,427
    Deferred
    $48,000
    Nontaxable benefits
    $122,015
    Filer's total
    $654,278

  • DANIEL VALLES SR VICE

    PRESIDENT, COO & TREASURER

    Total calculated
    $305,213
    From this org
    $262,276
    From related orgs
    $0
    Other
    $42,937
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $260,448
    Bonus
    $0
    Other
    $1,828
    Deferred
    $26,520
    Nontaxable benefits
    $16,417
    Filer's total
    $305,213

  • KEVIN SMITH

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH LARGE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • LYNNE SAXTON

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • SEAN O'HOLLAREN

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • EVA KRIPALANI

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • BOB HECK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BONNIE FLYNN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BRIAN HUFFT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHARLOTTE CARPENTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • COLBY TAKEDA

    TRUSTEE - 06/30/2023

    Total calculated
    $0
    Hours/week
    1

  • CORTLANDT CUFFEE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DALE SAUSE

    TRUSTEE - 06/30/2023

    Total calculated
    $0
    Hours/week
    1

  • DAVID DRINKWARD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ELOISE DAMROSCH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HEIDI PATTERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES CUNO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JANELLE BOVELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JEFF CHUNG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JILL TERRY HALL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHNNY VONG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JON THOMSEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH HOFFMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JULIE FILIZETTI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KATHERINE CAHILL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KENNETH MORRIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KONRAD KRUGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LINDA HUTCHINS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LYNN RISTIG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARIAM HIGGINS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL MARTINEZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PATRICIA FARRIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PATRICK WAITE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROBIN BRENA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SANDRA ROWE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TRUMAN COLLINS JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • COLLEEN KAWAHARA CHIEF OF

    STAFF, ADMINISTRATIVE SECRETARY

    Total calculated
    $174,808
    From this org
    $155,935
    From related orgs
    $0
    Other
    $18,873
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,315
    Bonus
    $0
    Other
    $620
    Deferred
    $15,635
    Nontaxable benefits
    $3,238
    Filer's total
    $174,808

  • BRIAN GALLINI

    DEAN, COLLEGE OF LAW

    Total calculated
    $315,520
    From this org
    $262,794
    From related orgs
    $0
    Other
    $52,726
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $261,934
    Bonus
    $0
    Other
    $860
    Deferred
    $27,025
    Nontaxable benefits
    $25,701
    Filer's total
    $315,520

  • CAROL LONG

    PROVOST AND SENIOR VICE PRESIDENT

    Total calculated
    $280,414
    From this org
    $241,969
    From related orgs
    $0
    Other
    $38,445
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,370
    Bonus
    $0
    Other
    $4,599
    Deferred
    $24,197
    Nontaxable benefits
    $14,248
    Filer's total
    $280,414

  • JENNIFER COLE

    DEAN, PNCA

    Total calculated
    $249,867
    From this org
    $197,513
    From related orgs
    $0
    Other
    $52,354
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,234
    Bonus
    $0
    Other
    $22,279
    Deferred
    $18,347
    Nontaxable benefits
    $34,007
    Filer's total
    $249,867

  • RUTH FEINGOLD

    DEAN, COLLEGE OF ARTS & SCIENCES

    Total calculated
    $241,148
    From this org
    $200,709
    From related orgs
    $0
    Other
    $40,439
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,264
    Bonus
    $0
    Other
    $9,445
    Deferred
    $19,905
    Nontaxable benefits
    $20,534
    Filer's total
    $241,148

  • LISA LANDREMAN

    VP FOR STUDENT AFFAIRS

    Total calculated
    $208,713
    From this org
    $180,924
    From related orgs
    $0
    Other
    $27,789
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,377
    Bonus
    $0
    Other
    $1,547
    Deferred
    $18,045
    Nontaxable benefits
    $9,744
    Filer's total
    $208,713

  • ANNE GALLAGHER ASSOCIATE

    VP OF BUDGET & FACILITIES

    Total calculated
    $184,761
    From this org
    $156,887
    From related orgs
    $0
    Other
    $27,874
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,820
    Bonus
    $0
    Other
    $2,067
    Deferred
    $15,810
    Nontaxable benefits
    $12,064
    Filer's total
    $184,761

  • SHELBY RADCLIFFE

    VP FOR ADVANCEMENT

    Total calculated
    $290,030
    From this org
    $260,974
    From related orgs
    $0
    Other
    $29,056
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $253,736
    Bonus
    $0
    Other
    $7,238
    Deferred
    $25,510
    Nontaxable benefits
    $3,546
    Filer's total
    $290,030

  • SHANA SECHRIST GENERAL

    COUNSEL & VP OF HUMAN RESOURCES

    Total calculated
    $275,552
    From this org
    $223,846
    From related orgs
    $0
    Other
    $51,706
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $223,114
    Bonus
    $0
    Other
    $732
    Deferred
    $23,409
    Nontaxable benefits
    $28,297
    Filer's total
    $275,552

  • DEBRA RINGOLD JELD-WEN

    PROFESSOR OF FREE ENTERPRISE

    Total calculated
    $253,285
    From this org
    $219,343
    From related orgs
    $0
    Other
    $33,942
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,498
    Bonus
    $0
    Other
    $4,845
    Deferred
    $17,258
    Nontaxable benefits
    $16,684
    Filer's total
    $253,285

  • NORMAN WILLIAMS KEN

    CLAUDIA PETERSON PROFESSOR OF LAW

    Total calculated
    $251,962
    From this org
    $220,931
    From related orgs
    $0
    Other
    $31,031
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,055
    Bonus
    $0
    Other
    $876
    Deferred
    $17,701
    Nontaxable benefits
    $13,330
    Filer's total
    $251,962

  • SYMEON SYMEONIDES ALEX L

    PARKS DISTINGUISHED PROF. OF LAW

    Total calculated
    $249,794
    From this org
    $202,727
    From related orgs
    $0
    Other
    $47,067
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $196,682
    Bonus
    $0
    Other
    $6,045
    Deferred
    $20,911
    Nontaxable benefits
    $26,156
    Filer's total
    $249,794

  • CURTIS BRIDGEMAN RODERICK

    CAROL WENDT CHAIR IN BUSINESS LAW

    Total calculated
    $219,801
    From this org
    $165,534
    From related orgs
    $0
    Other
    $54,267
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,695
    Bonus
    $0
    Other
    $839
    Deferred
    $22,521
    Nontaxable benefits
    $31,746
    Filer's total
    $219,801

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 · First-class or charter travel
  • 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
  • 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 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. THE PRESIDENT FLEW FIRST CLASS ON ONE OCCASION DURING THE FISCAL YEAR.
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, LINE 4B
DURING FISCAL YEAR 2017-2018, VICE PRESIDENT FOR ADVANCEMENT SHELBY RADCLIFFE SIGNED AN AGREEMENT WHICH PROVIDES A LONGEVITY BONUS EQUAL TO 5% OF HER SALARY, PAYABLE UPON COMPLETION OF 6 YEARS OF FULL SERVICE ENDING ON MAY 31, 2023. THE LONGEVITY BONUS WAS PAID IN JUNE OF 2023.

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

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
23 February 2024
IRS schema version
2022v5.0
Source object
202420589349300422

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

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