UNIVERSITY OF PORTLAND: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF PORTLAND (EIN 93-0401259)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-02
- IRS object ID
- 202441239349301984
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-02T17:03:47-07:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930401259 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF PORTLAND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5039437337 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 N Willamette Blvd | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972035798 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Eric Barger | PersonNm |
| Person Title | V.P. for Financial Affairs | PersonTitleTxt |
| Phone | 5039437507 | PhoneNum |
| Signature | 2024-05-02 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Eric | PersonFirstNm |
| Person Last | Barger | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Last Submission Rqr OOB | 1 | LastSubmissionRqrOOBCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Profile Password Change | Yes (X) | ProfilePasswordChangeInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Dr Robert Kelly | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 N Willamette Blvd | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $304,364,119 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.up.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1935 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | The University of Portland, an independently governed Catholic university guided by the Congregation of Holy Cross, addresses significant questions of human concern through interdisciplinary studies of the arts, sciences, and humanities and through studies in majors and professional programs at the undergraduate and graduate levels. As a diverse community of scholars dedicated to excellence and innovation, we pursue teaching and learning, faith and formation, leadership and service in the classroom, residence halls, and all activities of campus life. Because we value the development of the entire person, the university honors faith and reason as ways of knowing, promotes ethical reflection, and prepares people who respond to the needs of the world and its human family. | ActivityOrMissionDesc |
| Voting Members Governing Body | 50 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 2742 | TotalEmployeeCnt |
| Total Volunteers | 44 | TotalVolunteersCnt |
| Total Gross UBI | $103,601 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $79,069 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,918,632 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,609,810 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $220,687,428 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $216,912,412 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,242,519 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,583,403 | CYInvestmentIncomeAmt |
| PY Other Revenue | $25,842 | PYOtherRevenueAmt |
| CY Other Revenue | $32,212 | CYOtherRevenueAmt |
| PY Total Revenue | $239,874,421 | PYTotalRevenueAmt |
| CY Total Revenue | $240,137,837 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $99,479,464 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $101,163,228 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $87,287,071 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $85,759,941 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,490,785 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $63,575,539 | PYOtherExpensesAmt |
| CY Other Expenses | $59,558,784 | CYOtherExpensesAmt |
| PY Total Expenses | $250,342,074 | PYTotalExpensesAmt |
| CY Total Expenses | $246,481,953 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$10,467,653 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,344,116 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $712,308,478 | TotalAssetsBOYAmt |
| Total Assets EOY | $708,730,845 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $107,068,569 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $106,819,476 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $605,239,909 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $601,911,369 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The University of Portland, an independently governed Catholic university guided by the Congregation of Holy Cross, addresses significant questions of human concern through interdisciplinary studies of the arts, sciences, and humanities and through studies in majors and professional programs at the undergraduate and graduate levels. As a diverse community of scholars dedicated to excellence and innovation, we pursue teaching and learning, faith and formation, leadership and service in the classrooms, residence halls, and all activities of campus life. Because we value the development of the entire person, the university honors faith and reason as ways of knowing, promotes ethical reflection, and prepares people who respond to the needs of the world and its human family. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $168,846,776 | ExpenseAmt |
| Grant | $98,631,150 | GrantAmt |
| Revenue | $193,082,048 | RevenueAmt |
| Desc | Post-secondary Education: The primary mission of the University of Portland is education. 4,033 undergraduate and graduate students were enrolled in 2021/2022 in the College of Arts and Sciences, Pamplin School of Business Administration, School of Education, School of Nursing, and Shiley School of Engineering. The University has been repeatedly recognized as one of the top ten master's universities in the west. An integral part of our mission is the provision of student financial aid to help students pursue their education. A high-quality, personalized education at the University of Portland is an investment in each student's future success. We recognize that some students and their families may need assistance to meet some of their college costs, and we strive to help fill the gap between the cost of attendance and funds available to each student. We connect students with a wide range of internal and external funding options, but the expenses included in this category reflect scholarships and grants through institutional funds, annual and endowed gifts, and matching of government funds. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $36,261,042 | ExpenseAmt |
| Grant | $2,532,078 | GrantAmt |
| Revenue | $23,830,364 | RevenueAmt |
| Desc | Extracurricular Programs, Student Services and Campus Life: The University of Portland recognizes that an education should develop the entire person and accordingly maintains diverse and comprehensive extracurricular programs on campus. Expenses and revenues listed above include residence halls, dining, NCAA Division I athletics, International Student Services, Health and Career Services, Admissions, Registrar, Student Government and Activities, Financial Aid, and Intramurals. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $205,107,818 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 430 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2742 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | AU | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 50 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Eric C Barger | PersonNm |
| Phone | 5039437507 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 N Willamette Blvd | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972035798 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (66 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Shantay Legans | |||||||||
| Coach, Men's Basketball | 40 | Yes (X) | $538,414 | $0 | $21,428 | ||||
| Herbert Medina | |||||||||
| Provost | 40 | $344,954 | $0 | $41,073 | Yes (X) | ||||
| Michael DeVaughn | |||||||||
| Dean, School of Business | 40 | $281,724 | $0 | $47,215 | Yes (X) | ||||
| Eric Barger | |||||||||
| VP for Financial Affairs | 40 | $276,072 | $0 | $47,130 | Yes (X) | ||||
| Scott Leykam | |||||||||
| VP for Athletics | 40 | $275,298 | $0 | $45,433 | Yes (X) | ||||
| Mojtaba Takallou | |||||||||
| Professor | 40 | Yes (X) | $244,372 | $0 | $55,198 | ||||
| Robert Kelly | |||||||||
| President | 40 | $272,620 | $0 | $22,420 | Yes (X) | Yes (X) | |||
| Brian Fabien | |||||||||
| Dean, School of Engineering | 40 | $248,823 | $0 | $38,751 | Yes (X) | ||||
| Andrea Barton | |||||||||
| VP and General Counsel | 40 | $259,052 | $0 | $21,759 | Yes (X) | ||||
| Casey Shillam | |||||||||
| Dean, School of Nursing | 40 | $217,497 | $0 | $41,872 | Yes (X) | ||||
| Michael Lewellen | |||||||||
| VP for Marketing/Communications | 40 | $223,167 | $0 | $28,291 | Yes (X) | ||||
| John Watzke | |||||||||
| Dean, School of Education | 40 | $209,470 | $0 | $41,186 | Yes (X) | ||||
| Nick Carlin-Voigt | |||||||||
| Coach, Men's Soccer | 40 | Yes (X) | $205,130 | $0 | $39,858 | ||||
| Michael Meek | |||||||||
| Coach, Women's Basketball | 40 | Yes (X) | $197,023 | $0 | $40,030 | ||||
| Dana Lopez | |||||||||
| VP for Human Resources | 40 | $185,097 | $0 | $38,802 | Yes (X) | ||||
| Michelle French | |||||||||
| Coach, Women's Soccer | 40 | Yes (X) | $192,090 | $0 | $25,456 | ||||
| Fr John Donato CSC | |||||||||
| VP for Student Affairs | 40 | $173,268 | $0 | $23,944 | Yes (X) | ||||
| Elise Moentmann | |||||||||
| Provost, interim | 40 | $171,185 | $0 | $23,853 | Yes (X) | ||||
| Fr Ed Obermiller CSC | |||||||||
| VP for University Relations, interim | 40 | $104,001 | $0 | $17,471 | Yes (X) | ||||
| Rev Charles F McCoy CSC | |||||||||
| Professor, former trustee | 40 | $64,009 | $0 | $13,952 | Yes (X) | ||||
| Thomas D Arndorfer | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Kristen Backeberg | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Richard S Baek | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Rev E William Beauchamp CSC | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Patrick E Becker Jr | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| James J Berchtold | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Ralph G Bliquez | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Mary R Boyle | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Nancy K Bryant | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Annie T Buell | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Janice L Burger | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Cheryl L Cebula | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Kevin M Cooper | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Christina M Doerfler | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Elizabeth Dolly Duffy | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Rev James K Foster CSC | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Mark B Ganz | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Jennifer Graves | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Rev David L Guffey CSC | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Paul G Henningsen Jr | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Tom Hoban | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Rev Peter A Jarret CSC | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Patricia K Johnson | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Fred H Jonske | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Kasey C Keller | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Robert D Kelly | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Patrick H Kessi | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Rev William M Lies CSC | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Rev Edward A Malloy CSC | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| John S Marick | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Timothy J Morgan | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Monica Names-King | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Michael E Nelson | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Dr Silvia E Plascencia | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| James T Price Sr | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Rev Patrick E Reidy CSC | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Larree M Renda | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Don V Romanaggi MD | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Stephen L Shepard | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Darlene V Shiley | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Edwin A Sweo | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Kay Dean Toran | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Darryl P Wong | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Jennifer R Williams | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Rev Robert Loughery CSC | |||||||||
| Regent | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Gregory Naleski | |||||||||
| VP for University Relations | 40 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,683,266 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $675,122 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 130 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Skanska USA | |||||
| 1010 NW Flanders St Unit 500 | Portland | OR | 97209 | Construction and Development | $15,703,566 |
| Lease Crutcher Lewis | |||||
| 550 SW 12th Avenue | Portland | OR | 972053427 | General contractor | $10,253,266 |
| Bon Appetit Management Co | |||||
| 201 Redwood Shores Parkway Suite 10 | Redwood Shores | CA | 94065 | Food Service | $8,588,234 |
| Kaiser Foundation Health Plan | |||||
| PO Box 34178 | Seattle | WA | 98124 | Health Insurance Plan | $8,479,644 |
| PacificSource Health Plans | |||||
| PO Box 7068 | Springfield | OR | 97475 | Healthcare Services | $1,722,640 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 81 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $4,425 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $1,126,850 | GovernmentGrantsAmt |
| All Other Contributions | $19,478,535 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $20,609,810 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Tuition and Fees | 611310 | $186,221,945 | $186,221,945 | $0 | $0 |
| Room and Board | 611310 | $23,830,364 | $23,830,364 | $0 | $0 |
| Athletics | 611310 | $2,839,938 | $2,736,938 | $103,000 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,020,165 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,768,933 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,650 | UnrelatedBusinessRevenueAmt |
| Exclusion | $249,582 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $216,912,412 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,786,067 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$1,049 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,787,116 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,081 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $57,081 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $64,989,649 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $64,192,313 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $797,336 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $797,336 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $930,130 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$132,794 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $9,100 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $4,425 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $33,969 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$24,869 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$24,869 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $240,137,837 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $217,488,310 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $103,601 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,936,116 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,026 | TotalAmt |
| Program Services | $39,026 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,124,202 | TotalAmt |
| Program Services | $101,124,202 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,685,916 | TotalAmt |
| Program Services | $2,572,388 | ProgramServicesAmt |
| Management And General | $2,009,527 | ManagementAndGeneralAmt |
| Fundraising | $104,001 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,965,178 | TotalAmt |
| Program Services | $46,143,569 | ProgramServicesAmt |
| Management And General | $12,644,575 | ManagementAndGeneralAmt |
| Fundraising | $1,177,034 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,921,964 | TotalAmt |
| Program Services | $2,248,469 | ProgramServicesAmt |
| Management And General | $616,141 | ManagementAndGeneralAmt |
| Fundraising | $57,354 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,440,198 | TotalAmt |
| Program Services | $9,572,808 | ProgramServicesAmt |
| Management And General | $2,623,206 | ManagementAndGeneralAmt |
| Fundraising | $244,184 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,746,685 | TotalAmt |
| Program Services | $4,422,109 | ProgramServicesAmt |
| Management And General | $1,211,776 | ManagementAndGeneralAmt |
| Fundraising | $112,800 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,304 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $326,304 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,750 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $106,750 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,902 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $45,902 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,255,818 | TotalAmt |
| Program Services | $12,645,366 | ProgramServicesAmt |
| Management And General | $4,430,575 | ManagementAndGeneralAmt |
| Fundraising | $179,877 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,009,587 | TotalAmt |
| Program Services | $172,354 | ProgramServicesAmt |
| Management And General | $694,700 | ManagementAndGeneralAmt |
| Fundraising | $142,533 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,892,275 | TotalAmt |
| Program Services | $2,871,537 | ProgramServicesAmt |
| Management And General | $963,318 | ManagementAndGeneralAmt |
| Fundraising | $57,420 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,349,648 | TotalAmt |
| Program Services | $2,235,537 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $114,111 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,338 | TotalAmt |
| Program Services | $4,479 | ProgramServicesAmt |
| Management And General | $7,859 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,064,855 | TotalAmt |
| Management And General | $5,054,574 | ManagementAndGeneralAmt |
| Fundraising | $10,281 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,326,180 | TotalAmt |
| Program Services | $4,108,846 | ProgramServicesAmt |
| Management And General | $202,255 | ManagementAndGeneralAmt |
| Fundraising | $15,079 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,386,893 | TotalAmt |
| Program Services | $2,231,596 | ProgramServicesAmt |
| Management And General | $886,176 | ManagementAndGeneralAmt |
| Fundraising | $269,121 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,157,137 | TotalAmt |
| Program Services | $2,942,903 | ProgramServicesAmt |
| Management And General | $214,234 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,434,883 | TotalAmt |
| Program Services | $9,550,860 | ProgramServicesAmt |
| Management And General | $2,884,023 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,139,859 | TotalAmt |
| Program Services | $195,029 | ProgramServicesAmt |
| Management And General | $1,944,830 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Unrelated Business Income Tax | $23,520 | $0 | $23,520 | $0 |
| Student Health Insurance | $1,786,390 | $68,964 | $1,717,426 | $0 |
| Books and periodicals | $1,559,640 | $1,559,596 | $44 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $680,805 | TotalAmt |
| Program Services | $398,180 | ProgramServicesAmt |
| Management And General | $275,635 | ManagementAndGeneralAmt |
| Fundraising | $6,990 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,481,953 | TotalAmt |
| Program Services | $205,107,818 | ProgramServicesAmt |
| Management And General | $38,883,350 | ManagementAndGeneralAmt |
| Fundraising | $2,490,785 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,997 | BOYAmt |
| EOY | $1,502,382 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,390,608 | BOYAmt |
| EOY | $12,287,197 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,072,476 | BOYAmt |
| EOY | $17,578,399 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,584,107 | BOYAmt |
| EOY | $1,711,534 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,250 | BOYAmt |
| EOY | $30,593 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,416,258 | BOYAmt |
| EOY | $3,827,198 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $432,032 | BOYAmt |
| EOY | $407,884 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $505,499,861 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $151,058,576 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $330,383,243 | BOYAmt |
| EOY | $354,441,285 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,773,198 | BOYAmt |
| EOY | $22,859,989 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,310,349 | BOYAmt |
| EOY | $291,735,611 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,927,960 | BOYAmt |
| EOY | $2,348,773 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $712,308,478 | BOYAmt |
| EOY | $708,730,845 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,781,809 | BOYAmt |
| EOY | $16,537,022 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,304,092 | BOYAmt |
| EOY | $7,631,341 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,838,223 | BOYAmt |
| EOY | $72,470,584 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,321 | BOYAmt |
| EOY | $229,325 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,934,124 | BOYAmt |
| EOY | $9,951,204 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,068,569 | BOYAmt |
| EOY | $106,819,476 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $299,477,194 | BOYAmt |
| EOY | $297,358,659 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,762,715 | BOYAmt |
| EOY | $304,552,710 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $605,239,909 | BOYAmt |
| EOY | $601,911,369 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $712,308,478 | BOYAmt |
| EOY | $708,730,845 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$6,344,116 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,015,576 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,733,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,113,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,356,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,813,059 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,857,272 | CurrentTaxYearAmt |
| Total | $50,872,331 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,733,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,113,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,356,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,813,059 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,857,272 | CurrentTaxYearAmt |
| Total | $50,872,331 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,669,810 | SubstantialContributorsTotAmt |
| Public Support Total170 | $48,202,521 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,502,081 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $697,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,586,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,615,893 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,787,116 | CurrentTaxYearAmt |
| Total | $8,188,090 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,935 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,346 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,069 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,466 | CurrentTaxYearAmt |
| Total | $194,966 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,267,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,331,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,058,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,444,634 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,517,351 | CurrentTaxYearAmt |
| Total | $27,617,985 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $86,873,372 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,078,597,337 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.55486 | PublicSupportCY170Pct |
| Public Support PY170 | 0 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 | FormAndLineReferenceDesc |
| Explanation | Other income includes other investments returns and gains | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $298,970,872 | BeginningYearBalanceAmt |
| Contributions | $10,341,365 | ContributionsAmt |
| Investment Earnings Or Losses | $3,448,608 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,454,791 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,413,567 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $300,892,487 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $322,405,863 | BeginningYearBalanceAmt |
| Contributions | $5,522,642 | ContributionsAmt |
| Investment Earnings Or Losses | -$22,285,849 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,636,493 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,035,291 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $298,970,872 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $217,583,130 | BeginningYearBalanceAmt |
| Contributions | $3,016,001 | ContributionsAmt |
| Investment Earnings Or Losses | $109,134,610 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,352,636 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,975,242 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $322,405,863 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $209,126,764 | BeginningYearBalanceAmt |
| Contributions | $2,813,552 | ContributionsAmt |
| Investment Earnings Or Losses | $13,881,110 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,045,903 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,192,393 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $217,583,130 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $194,396,591 | BeginningYearBalanceAmt |
| Contributions | $8,432,010 | ContributionsAmt |
| Investment Earnings Or Losses | $13,702,076 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,754,385 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,649,528 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $209,126,764 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.15 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.85 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $17,984,885 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $17,984,885 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $339,727,347 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $83,982,778 | DepreciationAmt |
| Book Value | $255,744,569 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $72,144,889 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $46,975,258 | DepreciationAmt |
| Book Value | $25,169,631 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $75,642,740 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,100,540 | DepreciationAmt |
| Book Value | $55,542,200 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $354,441,285 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Private equity investment | $68,000 | F |
| Beneficial interest in assets held by others | $291,453,000 | F |
| Cash surrender value of life insurance | $214,611 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $291,735,611 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| US Government Loan Advances | $1,573,113 |
| Annuities Payable | $1,783,091 |
| Nontax-exempt bond liabilities | $6,595,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,951,204 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $143,639,280 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,015,576 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $271,585 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $33,969 | OtherRevenueAmt |
| Revenue Not Reported | $3,321,130 | RevenueNotReportedAmt |
| Revenue Subtotal | $140,318,150 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $99,819,687 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $99,819,687 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $240,137,837 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $146,967,820 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $271,585 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $33,969 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $305,554 | ExpensesNotReportedAmt |
| Expenses Subtotal | $146,662,266 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $99,819,687 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $99,819,687 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $246,481,953 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 3a(i) | The University invests most of its endowment with a religious affiliate that shares the University's Catholic ministry and educational mission. These assets are held in the affiliate's endowment and are invested for the University's best interest. |
| Schedule D, Part V, Line 4 | The endowment supports a wide spectrum of campus life including student scholarship, faculty development efforts, the library, and a variety of other academic and student services program. |
| Schedule D, Part X, Line 2 | The University recognizes interest accrued and penalties related to unrecognized tax benefits in administrative expenses. During the years ended June 30 2023 and 2022, the University recognized no interest and penalties. There were no recognized tax benefits at June 30 2023 and 2022, and the University has no uncertain tax position required accrual. |
| Schedule D, Part XI, Line 2d | Other reconciling items represent the fundraising expense reported on Part VIII and rounding. |
| Schedule D, Part XI, Line 4b | Scholarship was included in the University's financial statement as contra-revenue. The amount is treated as expense in 990. |
| Schedule D, Part XII, Line 2d | Other reconciling items represent fundraising expenses included in Part VII and rounding. |
| Schedule D, Part XII, Line 4b | Scholarships are included in the University's financial statement as contra-revenue. The amount is included as expense in 990. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | To supplement its nondiscriminatory practices, the University publishes an advertisement of its nondiscriminatory policy in the primary regional newspaper annually. The policy is featured on University's web site, and in public communications as describe in line 2. |
| Schedule E, Part I, Line 6 | The University participates in a variety of federal and state student grant and programs: Pell Grants, Academic Competitiveness Grant, SMART Grants, Supplementary Education Opportunity Grants, and Oregon Opportunity Grants. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (including Iceland and Greenland) | 1 | 3 | Program Services | Study abroad programming for students | $2,230,137 |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Program Services | Study abroad programming for students | $40,340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Spent | $2,270,477 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Scholarships from institutional funds for tuition, fees, and room & board | 3765 | $95,495,636 |
| Scholarships from annual donations for tuition, fees, and room & board | 283 | $1,221,195 |
| Scholarships from endowed donations for tuition, fees, and room & board | 762 | $3,850,796 |
| Scholarships from institutional match of government funds for tuition, fees, and room & board | 288 | $386,032 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Scholarships and grants are distributed to students by posting the funds to their accounts to offset charges for tuitions, fee, and room and board. Any remaining credit is refunded to students via check or direct deposit for use in purchasing books, food, and/or for housing. Contributions to exempt organizations that further the University's exempt purposes require approval of a Vice President. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Shantay Legans | ||||||||||||||
| Coach, Men's Basketball | $507,754 | $0 | $20,000 | $0 | $10,660 | $0 | $0 | $0 | $21,428 | $0 | $559,842 | $0 | $0 | $0 |
| Herbert Medina | ||||||||||||||
| Provost | $342,542 | $0 | $0 | $0 | $2,412 | $0 | $33,330 | $0 | $7,743 | $0 | $386,027 | $0 | $0 | $0 |
| Michael DeVaughn | ||||||||||||||
| Dean, School of Business | $279,813 | $0 | $0 | $0 | $1,912 | $0 | $26,510 | $0 | $20,704 | $0 | $328,939 | $0 | $0 | $0 |
| Eric Barger | ||||||||||||||
| VP for Financial Affairs | $275,112 | $0 | $0 | $0 | $960 | $0 | $25,894 | $0 | $21,235 | $0 | $323,201 | $0 | $0 | $0 |
| Andrea Barton | ||||||||||||||
| VP and General Counsel | $258,205 | $0 | $0 | $0 | $847 | $0 | $21,097 | $0 | $662 | $0 | $280,811 | $0 | $0 | $0 |
| Brian Fabien | ||||||||||||||
| Dean, School of Engineering | $247,863 | $0 | $0 | $0 | $960 | $0 | $23,483 | $0 | $15,268 | $0 | $287,574 | $0 | $0 | $0 |
| Scott Leykam | ||||||||||||||
| VP for Athletics | $241,758 | $0 | $10,000 | $0 | $23,540 | $0 | $24,005 | $0 | $21,428 | $0 | $320,731 | $0 | $0 | $0 |
| Robert Kelly | ||||||||||||||
| President | $235,000 | $0 | $0 | $0 | $37,620 | $0 | $11,353 | $0 | $11,067 | $0 | $295,040 | $0 | $0 | $0 |
| Michael Lewellen | ||||||||||||||
| VP for Marketing/Communications | $216,881 | $0 | $0 | $0 | $6,287 | $0 | $20,548 | $0 | $7,743 | $0 | $251,459 | $0 | $0 | $0 |
| Casey Shillam | ||||||||||||||
| Dean, School of Nursing | $216,537 | $0 | $0 | $0 | $960 | $0 | $20,444 | $0 | $21,428 | $0 | $259,369 | $0 | $0 | $0 |
| John Watzke | ||||||||||||||
| Dean, School of Education | $208,510 | $0 | $0 | $0 | $960 | $0 | $19,758 | $0 | $21,428 | $0 | $250,656 | $0 | $0 | $0 |
| Dana Lopez | ||||||||||||||
| VP for Human Resources | $183,150 | $0 | $0 | $0 | $1,947 | $0 | $17,352 | $0 | $21,449 | $0 | $223,898 | $0 | $0 | $0 |
| Nick Carlin-Voigt | ||||||||||||||
| Coach, Men's Soccer | $177,333 | $0 | $13,400 | $0 | $14,396 | $0 | $18,431 | $0 | $21,428 | $0 | $244,988 | $0 | $0 | $0 |
| Fr John Donato CSC | ||||||||||||||
| VP for Student Affairs | $173,268 | $0 | $0 | $0 | $0 | $0 | $16,405 | $0 | $7,540 | $0 | $197,213 | $0 | $0 | $0 |
| Michelle French | ||||||||||||||
| Coach, Women's Soccer | $172,975 | $0 | $9,934 | $0 | $9,181 | $0 | $17,636 | $0 | $7,820 | $0 | $217,546 | $0 | $0 | $0 |
| Michael Meek | ||||||||||||||
| Coach, Women's Basketball | $170,333 | $0 | $23,980 | $0 | $2,710 | $0 | $18,794 | $0 | $21,235 | $0 | $237,052 | $0 | $0 | $0 |
| Elise Moentmann | ||||||||||||||
| Provost, interim | $170,275 | $0 | $0 | $0 | $3,560 | $0 | $16,110 | $0 | $7,743 | $0 | $197,688 | $0 | $0 | $0 |
| Fr Ed Obermiller CSC | ||||||||||||||
| VP for University Relations, interim | $104,001 | $0 | $0 | $0 | $0 | $0 | $9,883 | $0 | $7,587 | $0 | $121,471 | $0 | $0 | $0 |
| Rev Charles F McCoy CSC | ||||||||||||||
| Professor, former trustee | $64,009 | $0 | $0 | $0 | $0 | $0 | $6,412 | $0 | $7,540 | $0 | $77,961 | $0 | $0 | $0 |
| Mojtaba Takallou | ||||||||||||||
| Professor | $37,655 | $0 | $0 | $0 | $206,716 | $0 | $48,909 | $0 | $6,289 | $0 | $299,569 | $0 | $0 | $0 |
| Gregory Naleski | ||||||||||||||
| VP for University Relations | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | First class travel is allowed only for flights exceeding eight hours an with officer approval per written policy. Reimbursements for companion travel are only allowed with a bona fide business purpose and approval of an officer. University residences on campus are provided to University employees who are required to be available on campus at all hours. These residences include basic housekeeping services. Social/business association memberships are provided in limited circumstances with officer approval when required for development activities per written policy. While the University does not directly indemnify any individual with respect to taxes, it has in some circumstances increased employee salaries in amount that may offset a portion of the employee's taxable benefit, concurrent with the provision of those benefits. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | State of Oregon-Oregon Facilities Authority | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 936001787 | BondIssuerEIN |
| CUSIP | 00068608J | CUSIPNum |
| Bond Issued | 2015-05-20 | BondIssuedDt |
| Issue Price | $69,645,000 | IssuePriceAmt |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $0 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $75,168,482 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $606,991 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $25,051,346 | CapitalExpendituresAmt |
| Other Spent Proceeds | $49,510,145 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2016 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I, Column f-05/20/2015 69,645,000 State of Oregon Oregon Facilities Authority | Purpose of the bond includes $25,000,000 for building projects; $658,337 for bond insurance costs; $49,510,145 to refund bond issued in 2007, which included a bond premium of $5,523,482. |
| Schedule K, Part IV, Line 2c-05/20/2015 69,645,000 State of Oregon Oregon Facilities Authority | The University contracted with an independent consultant in May 2020 to perform arbitrage calculations, who determined that no arbitrage exists. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (4 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan To OrganizationLoanToOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd | Loan From OrganizationLoanFromOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| Ralph Miller | ||||||||
| Regent trustee | Fund for student to invest | Yes (X) | $250,000 | $229,325 | 0 | 0 | Yes (1) | |
| Valerie Banschbach | ||||||||
| Key employee | Home loan program | $15,643 | $15,643 | 0 | 0 | Yes (1) | Yes (X) | |
| Dana Lopez | ||||||||
| Key employee | Home Loan Program | $15,000 | $13,214 | 0 | 0 | Yes (1) | Yes (X) | |
| Michele French | ||||||||
| Employee | Home loan progam | $15,000 | $1,736 | 0 | 0 | Yes (1) | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $259,918 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Walter E Nelson Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Business Owner | RelationshipDescriptionTxt |
| Transaction | $362,640 | TransactionAmt |
| Transaction | Industrial and custodial supplies | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part II | FormAndLineReferenceDesc |
| Explanation | A loan of $250,000 was provided to the student's University of Portland Investment Association for purposes of investing/trading equities, bonds and certain derivatives. This was established for the educational purpose of providing reality-based experience in investing and financial reporting to students at the University of Portland. Any loss exposure is assumed by the donor, limited to $250,000. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,760,580 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market quote | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Gift certificates | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,300 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Retail prices | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Line 32b | FormAndLineReferenceDesc |
| Explanation | The University periodically uses realtors or auction houses to assist in the disposal of gifted real property. The University also uses licensed broker to sell gift or marketable securities. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Header, Line A | The University submitted Form 8868 to request an automatic six-month extension of our filing deadline to May 15, 2024. The request was approved. |
| Form 990, Part VI, Section A, Line 7a | The Bylaws grant the Congregation of Holy Cross the right to appoint up to nine board members. |
| Form 990, Part VI, Section B, Line 11b | The Audit Subcommittee reviewed and approved the filing, which was subsequently made available to the entire Board of Regents at their next regular meeting. Schedule B is disclosed to the Board of Regents and the Audit Subcommittee if the aggregated donation over a threshold calculated according the instruction of Schedule B. Donor's information is excluded from disclosure to maintain donor confidentiality. |
| Form 990, Part VI, Section B, Line 15 | The salaries of all officers and key employees are reviewed by the Audit subcommittee of the Board of Regents annually. All salaries, except the Men's Basketball head coach, are compared to College & University Personnel Association benchmarks, 990 data from comparable institutions, and internal compensation history for the position. Salaries for the Men's Basketball head coach and the VP for Athletics are compared with the counterparts salaries of teams in the West Coast Conference and internal compensation history for the position. |
| Form 990, Part VI, Section C, Line 19 | University's financial statements are available on https://www.up.edu/controller/resources/index.html. Governing documents are available to the public upon request. |
| Form 990, Part XI, Line 9 | Other nonoperating revenue and expenses as stated in the financial statement, and rounding. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Northwest Academic Computing Consortium Inc | |||||||||||
| 3203 SE Woodstock Blvd Suite 326 | Portland | OR | 97202 | 841172799 | Foster academic technology | OR | 501(c)(3) | 11 Type I | N/A | 0 | |
| Friends of Saturday Academy | |||||||||||
| 5000 N Willamette Blvd | Portland | OR | 97203 | 203770321 | Education | OR | 501(c)(3) | 9 | Yes (1) | University of Portland | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable remainder trust (9) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 N Willamette Blvd | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Charitable trust | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Friends of Saturday Academy | ||
| l | $0 | Per contract and agreement |
| Friends of Saturday Academy | ||
| n | $0 | Per contract and agreement |
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