Civic Intelligence

Willamette University

990T • Fiscal year 2023 • EIN 93-0386972

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 18, 2024

Organization ProfileWWW.WILLAMETTE.EDU

View Organization Page

900 State StreetSalem, OR 97301

(503) 370-6710

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800M$600M$400M$200M$0Assets 2010: $408,135,711Liabilities 2010: $97,080,926Net Assets 2010: $311,054,7852010Assets 2011: $434,576,098Liabilities 2011: $98,522,980Net Assets 2011: $336,053,1182011Assets 2012: $414,649,915Liabilities 2012: $100,097,675Net Assets 2012: $314,552,2402012Assets 2013: $430,164,245Liabilities 2013: $100,805,623Net Assets 2013: $329,358,6222013Assets 2014: $448,732,824Liabilities 2014: $100,417,767Net Assets 2014: $348,315,0572014Assets 2015: $458,860,701Liabilities 2015: $101,221,250Net Assets 2015: $357,639,4512015Assets 2016: $438,379,987Liabilities 2016: $99,894,678Net Assets 2016: $338,485,3092016Assets 2017: $457,044,870Liabilities 2017: $110,428,423Net Assets 2017: $346,616,4472017Assets 2018: $470,919,843Liabilities 2018: $109,818,023Net Assets 2018: $361,101,8202018Assets 2019: $461,698,461Liabilities 2019: $106,102,197Net Assets 2019: $355,596,2642019Assets 2020: $443,732,072Liabilities 2020: $103,810,465Net Assets 2020: $339,921,6072020Assets 2021: $639,462,434Liabilities 2021: $182,305,375Net Assets 2021: $457,157,0592021Assets 2022: $555,407,413Liabilities 2022: $163,796,612Net Assets 2022: $391,610,8012022Assets 2023: $536,279,964Liabilities 2023: $161,483,437Net Assets 2023: $374,796,5272023

Latest loaded filing

2023

Assets$536,279,964
Liabilities$161,483,437
Net Assets$374,796,527
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200M$100M$0-$100MExpenses 2010: $125,788,2722010Revenue 2011: $122,652,548Expenses 2011: $130,099,831Net Income 2011: -$7,447,2832011Expenses 2012: $138,507,3892012Expenses 2013: $141,907,7412013Revenue 2014: $147,011,198Expenses 2014: $142,512,725Net Income 2014: $4,498,4732014Revenue 2015: $179,129,448Expenses 2015: $145,478,416Net Income 2015: $33,651,0322015Revenue 2016: $138,194,706Expenses 2016: $149,670,294Net Income 2016: -$11,475,5882016Revenue 2017: $136,336,400Expenses 2017: $150,285,053Net Income 2017: -$13,948,6532017Revenue 2018: $133,466,370Expenses 2018: $144,114,106Net Income 2018: -$10,647,7362018Revenue 2019: $128,026,752Expenses 2019: $141,644,195Net Income 2019: -$13,617,4432019Revenue 2020: $130,252,198Expenses 2020: $140,703,942Net Income 2020: -$10,451,7442020Revenue 2021: $5,516,907Expenses 2021: $6,252,286Net Income 2021: -$735,3792021Revenue 2022: $131,114,519Expenses 2022: $155,951,633Net Income 2022: -$24,837,1142022Revenue 2023: $137,752,242Expenses 2023: $172,915,669Net Income 2023: -$35,163,4272023

Latest loaded filing

2023

Revenue$137,752,242
Expenses$172,915,669
Net Income-$35,163,427
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 18, 2024
Return Version
2022v7.0
Mission and Program Overview

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.

Filing and Contact Details

Filer

Filer Name
Willamette University
EIN
93-0386972
Phone
5033706710
Address
900 STATE STREET, SALEM, OR 97301

Signing Officer

Name
Daniel Valles
Title
Sr VP, COO & Treasurer
Phone
5033706710
Signed
2024-03-18
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
805 SW BROADWAY STE 1400, PORTLAND, OR 97205
Preparer
Wendy Campos
Phone
5032421447
Raw XML Appendix162 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt024087
IRS1120ScheduleD/Form4797GainOrLossAmt0662000
IRS1120ScheduleD/NetCapitalGainAmt0746097
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0746097
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt024087
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt084097
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt024087
IRS3800/AdjustedNetIncomeTaxAmt01620
IRS3800/AdjustedRegTaxBeforeCreditAmt04516
IRS3800/AlternativeMinimumTaxAmt00
IRS3800/CurrentYearCreditAllowedAmt01620
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IRS3800/CYCreditsNotAllwAgainstTMTAmt01620
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IRS3800/GenBusCrOrEligSmllBusCrGrp/GeneralBusCrFromPassiveActyGrp/BusinessCreditsGrp/CYIncreasingResearchCrGrp/PassThroughEntityEIN0331168742
IRS3800/GenBusCrOrEligSmllBusCrGrp/GeneralBusCrFromPassiveActyGrp/BusinessCreditsGrp/TotalBusinessCreditsAmt04099
IRS3800/GenBusCrOrEligSmllBusCrGrp/GeneralBusCrFromPassiveActyGrp/GeneralBusCrFromPassiveActyInd0X
IRS3800/NetIncomeTaxAmt01620
IRS3800/NetIncomeTaxLessPctExcessAmt01620
IRS3800/NetRegularTaxAmt01620
IRS3800/NetSmllrAndEmpwrZnEmplmnCrAmt00
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IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt084097
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
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IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0WUE INVESTMENTS HOLDINGS LP
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt024087
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0SCOTT SCHAEFER
IRS990T/BooksInCareOfDetail/PhoneNum05033706710
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0900 STATE STREET
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SALEM
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd097301
IRS990T/BookValueAssetsEOYAmt0536279964
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt02390
IRS990T/CYGenBusinessCreditAllowedAmt01620
IRS990T/ExtsnRequestIncomeTaxPaidAmt0125000
IRS990T/ForeignAccountsQuestionInd01
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherCreditsAmt02896
IRS990T/OverpaymentSection/OverpaymentAmt0125000
IRS990T/OverpaymentSection/RefundAmt0125000
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt0770184
IRS990TScheduleA/DepletionAmt072938
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt10
IRS990TScheduleA/OtherDeductionsAmt06232
IRS990TScheduleA/OtherDeductionsAmt16233
IRS990TScheduleA/OtherIncomeAmt033767
IRS990TScheduleA/PrincipalBusinessActivityCd0812930
IRS990TScheduleA/PrincipalBusinessActivityCd1901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
IRS990TScheduleA/SequenceTotalNum12
IRS990TScheduleA/TaxesAndLicensesAmt02640
IRS990TScheduleA/TaxesAndLicensesAmt173014
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt10
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalDeductionsAmt08872
IRS990TScheduleA/TotalDeductionsAmt1152185
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-1324641
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt033767
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt1-554457
IRS990TScheduleA/TotUnrltTrdBusIncmAmt033767
IRS990TScheduleA/TotUnrltTrdBusIncmAmt1-554457
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0PARKING (LEASED SPACES)
IRS990TScheduleA/TradeOrBusinessDesc1PASSTHROUGH INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt024895
IRS990TScheduleA/UBIBeforeNOLDedAmt1-706642
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt024895
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt1-706642
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt04516
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalCreditsAmt04516
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0125000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt04516
IRS990T/TotalUBTIAmt021505
IRS990T/TotalUBTIBeforeNOLSpecificAmt022505
IRS990T/TotalUBTIBeforeSection199AAmt022505
IRS990T/TotalUBTIComputedAmt024895
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL VALLES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SR VP, COO & TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05033706710
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLAMETTE UNIVERSITY
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0930386972
ReturnHeader/Filer/PhoneNum05033706710
ReturnHeader/Filer/USAddress/AddressLine1Txt0900 STATE STREET
ReturnHeader/Filer/USAddress/CityNm0SALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097301
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSS ADAMS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0805 SW BROADWAY STE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097205
ReturnHeader/PreparerPersonGrp/PhoneNum05032421447
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WENDY CAMPOS
ReturnHeader/ReturnTs02024-03-18T12:08:32-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANIEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VALLES
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$536$161$375$138$173$35.2
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$555$164$392$131$156$24.8
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$639$182$457$5.52$6.25$0.74
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$444$104$340$130$141$10.5
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$462$106$356$128$142$13.6
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$471$110$361$133$144$10.6
2017Summary only. Only limited summary data is available for this year.$457$110$347$136$150$13.9
2016Summary only. Only limited summary data is available for this year.$438$99.9$338$138$150$11.5
2015Detailed filing. Detailed filing data is available for this year.$459$101$358$179$145$33.7
2014Detailed filing. Detailed filing data is available for this year.$449$100$348$147$143$4.50
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$430$101$329$142
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$415$100$315$139
2011Summary only. Only limited summary data is available for this year.$435$98.5$336$123$130$7.45
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$408$97.1$311$126