2021-05-07T17:58:51-07:00 2020-06-30 990 2019-07-01 930401259 UNIVERSITY OF PORTLAND UNIV 5039437337 5000 N Willamette Blvd Portland OR 972035798 Eric Barger V.P. for Financial Affairs 5039437507 2021-05-07 2019 2022-09-23 18:48:47Z Rev Mark Poorman CSC 5000 N Willamette Blvd Portland OR 972035798 247873912 0 X www.up.edu X 1935 OR 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. 49 34 3217 51 167811 15150 18102464 18629171 223303520 224190875 1711125 691037 -540 15800 243116569 243526883 88790447 94956726 0 0 82977046 86929120 0 0 2427456 58423857 54812432 230191350 236698278 12925219 6828605 613041443 637956444 113376806 113587313 499664637 524369131 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. 0 0 157999522 91167907 195740300 Post-secondary Education: The primary mission of the University of Portland is education. 4,254 undergraduate and graduate students were enrolled in 2018-19 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. 54375131 3724429 26194884 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. 0 0 0 212374653 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 1 1 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 1 1 1 0 0 1 418 0 1 3217 1 1 1 1 AU 0 0 0 1 1 0 0 0 0 0 0 X 49 34 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 1 1 0 OR X X Eric C Barger 5039437507 5000 N Willamette Blvd Portland OR 972035798 Rev Mark L Poorman CSC President 40 0 X X 431032 0 79996 Terry Porter Head Men's Basketball Coach 40 0 X 457650 0 32816 Mojtaba B Takallou Assoc. Professor, Engineering 40 0 X 318402 0 55157 Alan P Timmins VP for Financial Affairs 40 0 X 285702 0 32092 Robin D Anderson Dean - School of Business 40 0 X 257830 0 46583 Thomas G Greene Provost 40 0 X 261568 0 26148 Scott R Leykam VP for Athletics 40 0 X 236367 0 47769 John L Watzke Dean - School of Education 40 0 X 237325 0 43648 J Bryce Strang VP for University Relations 40 0 X 204419 0 44477 Casey R Shillam Dean - School of Nursing 40 0 X 203548 0 44961 James B Ravelli VP for University Operations 40 0 X 209046 0 29057 Herbert A Medina Dean - College of Arts and Sciences 40 0 X 202627 0 30157 Brian J Adams Assoc. Dean, School of Business 40 0 X 182685 0 45485 Bahram Adrangi Professor, Economics 40 0 X 188724 0 34186 Sandy S Chung VP for Human Resources 40 0 X 175148 0 47424 John J Donato CSC VP for Student Affairs 40 0 X 167410 0 41984 Michelle A French Head Women's Soccer Coach 40 0 X 182086 0 7967 Andrea M Barton VP and General Counsel 40 0 X 168991 0 17750 Sharon A Jones Dean - School of Engineering 40 0 X X 134055 0 11984 Gary L Malecha Dean - College of Arts and Sciences, Interim 40 0 X X 108021 0 25820 Rev Charles F McCoy CSC Trustee 1 0 X 70247 0 31621 Thomas D Arndorfer Trustee 1 0 X 0 0 0 Richard S Baek Trustee 1 0 X 0 0 0 Patrick E Becker Jr Trustee 1 0 X 0 0 0 James J Berchtold Trustee 1 0 X 0 0 0 Ralph G Bliquez Trustee 1 0 X 0 0 0 Mary R Boyle Trustee 1 0 X 0 0 0 Nancy K Bryant Trustee 1 0 X 0 0 0 Annie T Buell Trustee 1 0 X 0 0 0 Janice L Burger Trustee 1 0 X 0 0 0 Cheryl L Cebula Trustee 1 0 X 0 0 0 Matthew W Chapman Trustee 1 0 X 0 0 0 Kevin M Cooper Trustee 1 0 X 0 0 0 Catherine David Buley Trustee 1 0 X 0 0 0 Christina M Doerfler Trustee 1 0 X 0 0 0 Dolly Duffy Trustee 1 0 X 0 0 0 Frank D Dulcich Trustee 1 0 X 0 0 0 Amy K Dundon-Berchtold Trustee 1 0 X 0 0 0 Rev James K Foster CSC Trustee 1 0 X 0 0 0 Mark B Ganz Trustee 1 0 X 0 0 0 Mike Golub Trustee 1 0 X 0 0 0 Rev David L Guffey CSC Trustee 1 0 X 0 0 0 Tom Hoban Trustee 1 0 X 0 0 0 Edward C Hostmann Trustee 1 0 X 0 0 0 Rev Peter A Jarret CSC Trustee 1 0 X 0 0 0 Patricia K Johnson Trustee 1 0 X 0 0 0 Fred H Jonske Trustee 1 0 X 0 0 0 Kasey C Keller Trustee 1 0 X 0 0 0 Patrick H Kessi Trustee 1 0 X 0 0 0 Jason W Lesh Trustee 1 0 X 0 0 0 Rev William M Lies CSC Trustee 1 0 X 0 0 0 Rev Edward A Malloy CSC Trustee 1 0 X 0 0 0 John S Marick Trustee 1 0 X 0 0 0 Kyle A McDonnell Trustee 1 0 X 0 0 0 Ralph Miller Trustee 1 0 X 0 0 0 Timothy J Morgan Trustee 1 0 X 0 0 0 James P Murphy Trustee 1 0 X 0 0 0 Monica Names-King Trustee 1 0 X 0 0 0 Michael E Nelson Trustee 1 0 X 0 0 0 James T Price Sr Trustee 1 0 X 0 0 0 Rev Patrick E Reidy CSC Trustee 1 0 X 0 0 0 Larree M Renda Trustee 1 0 X 0 0 0 Don V Romanaggi MD Trustee 1 0 X 0 0 0 Rev John J Ryan CSC Trustee 1 0 X 0 0 0 Stephen L Shepard Trustee 1 0 X 0 0 0 Darlene V Shiley Trustee 1 0 X 0 0 0 Edwin A Sweo Trustee 1 0 X 0 0 0 Kay D Toran Trustee 1 0 X 0 0 0 Georgia H Ullmann Trustee 1 0 X 0 0 0 Jennifer R Williams Trustee 1 0 X 0 0 0 Darryl P Wong Trustee 1 0 X 0 0 0 4682883 0 777082 120 1 1 0 Fortis Construction Inc 1705 SW Taylor St Ste 200 Portland OR 97205 Construction 18133573 Bon Appetit Management Co 100 Hamilton Ave Ste 400 Palo Alto CA 94301 Food Service 10019873 Soderstrom Architects PC 1200 NW Naito Pkwy Ste 410 Portland OR 972092829 Architectural Services 1938810 Yorke & Curtis Inc 4480 SW 101st Ave Beaverton OR 97005 Construction 1534919 Turner Construction Co 1155 SW Morrison St Portland OR 97205 Construction 1503340 52 0 0 40200 0 3012007 15576964 1026554 18629171 Tuition and Fees 611310 195740300 195740300 0 0 Room and Board 611310 23170121 23170121 0 0 Athletics 611310 2247370 2081447 165923 0 3033084 2630080 0 403004 224190875 247631 0 1888 245743 0 0 0 0 23710 0 0 23710 0 0 4755350 0 4311944 0 443406 0 443406 443406 0 0 27175 40200 35085 -7910 0 -7910 0 243526883 224065354 167811 664547 64390 64390 94892336 94892336 0 0 0 0 3859122 1655340 1952576 251206 0 0 0 0 60856850 45993824 13571206 1291820 4511610 3434302 986906 90402 12303190 6752625 5428116 122449 5398348 3988569 1282769 127010 0 0 0 0 430934 0 430934 0 95100 0 95100 0 0 0 0 0 0 0 19551 0 19551 0 15170120 11901276 3241770 27074 1413645 891229 410037 112379 4178681 2365538 1798591 14552 2179222 150895 1919618 108709 12571 12571 0 0 5287437 933052 4354385 0 3236968 2868787 337399 30782 0 0 0 0 2791868 1769558 774265 248045 3227057 3227057 0 0 0 0 0 0 11617962 10975620 642342 0 1520370 75968 1444402 0 Unrelated Business Income Taxes 2550 0 2550 0 Allocation of Indirect Expenses 0 16477741 -16528046 50305 3628396 3943975 -268302 -47277 236698278 212374653 21896169 2427456 28596 15196 27016407 5528966 15854288 22380239 1448883 1547750 12250 9250 0 0 6596403 5716004 0 0 1275638 579025 430435651 120485227 295632730 309950424 10864309 10211000 252420000 280375000 0 0 0 0 1891939 1643590 613041443 637956444 11963566 15275455 0 0 7156866 6339845 88281189 86190698 0 0 186848 195988 0 0 0 0 5788337 5585327 113376806 113587313 X 245575187 269874131 254089450 254495000 499664637 524369131 613041443 637956444 X 6828605 17875525 0 0 0 364 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 209126764 2813552 13881110 4045903 4192393 0 217583130 194396591 8432010 13702076 3754385 3649528 0 209126764 177642157 3467808 19934288 3551069 3096593 0 194396591 160883798 3680541 19055762 3285450 2692494 0 177642157 157888526 8848567 -674910 3041840 2136545 0 160883798 0.15 0.85 0 1 0 17984885 0 17984885 294834720 0 68073953 226760767 0 0 0 0 63826012 0 34801719 29024293 53790034 0 17609555 36180479 309950424 0 0 Private Equity Investments 353000 F Beneficial Interest in Assets Held by Others 280022000 F 280375000 Annuities Payable 3217941 Advances from Federal Government for Student Loans 2367386 5585327 X 168395918 17875525 142350 0 35084 18052959 150342959 54096 93129828 93183924 243526883 143691788 142350 0 0 35084 177434 143514354 54096 93129828 93183924 236698278 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 benefit. Schedule D, Part V, Line 4 The endowment supports a wide spectrum of campus life including student scholarships, faculty development efforts, the library, and a variety of other academic and student service programs. Schedule D, Part X, Line 2 The University recognizes interest accrued and penalties related to unrecognized tax benefits in administrative expense. During the years ended June 30, 2019, and 2018, the University recognized no interest or penalties. There were no unrecognized tax benefits at June 30, 2020 or 2019. The University files an exempt organization income tax return and an unrelated business income tax return in the U.S. federal jurisdiction. The appropriate state and local returns are also filed for any unrelated business income. Schedule D, Part XI, Line 2d Schedule D, Part XI, Line 2d - Other reconciling items represent fundraising expenses included in Part VIII ($35,085) and rounding. Schedule D, Part XI, Line 4b Schedule D, Part XI, Line 4b - Scholarships of $93,129,828 are included in the University's financial statements as contra-revenue. They are treated as expenses in the Form 990. Schedule D, Part XII, Line 2d Other reconciling items represent fundraising expenses included in Part VIII ($35,085) and rounding. Schedule D, Part XII, Line 4b Schedule D, Part XI, Line 4b - Scholarships of $93,129,828 are included in the University's financial statements as contra-revenue. They are treated as expenses in the Form 990. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 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 the University's website and in all public communications as described in line 2. Schedule E, Part I, Line 6 University of Portland participates in a variety of federal and state student grant aid programs: Pell Grants, Academic Competitiveness Grants, SMART Grants, Supplemental Educational Opportunity Grants and Oregon Opportunity Grants. Europe (including Iceland and Greenland) 1 5 Program Services Study abroad programming for students. 2227233 North America (including Canada and Mexico, but not the United States) 0 3 Program Services Study abroad programming for students. 52054 East Asia and the Pacific 0 1 Program Services Study abroad programming for students. 360121 South America 0 0 Program Services Study abroad programming for students. 55129 1 9 2694537 1 0 1 1 1 0 Portland Pilots Invitational 67375 40200 27175 0 3020 23984 408 0 7673 0 0 67375 40200 27175 0 3020 23984 408 0 7673 35085 -7910 1 Holy Cross Mission Center PO Box 543 Notre Dame IN 465560543 144426455 501(c)(3) 5544 0 General Support 1 0 Scholarships from institutional funds for tuition, fees, and room and board 4011 88772821 Scholarships from annual donations for tuition, fees, and room and board 291 805199 Scholarships from endowed donations for tuition, fees, and room and board 701 3954638 Scholarships from institutional match of government funds for tuition, fees, and room and board 279 553426 Grants from HEERF 2012 806249 Schedule I, Part I, Line 2 Schedule I, Part I, Line 2 - Scholarships and Grants are distributed to students by posting the funds directly to their student accounts to offset charges for tuition, fees, and room and board. Any remaining credit is refunded to the student via check or direct deposit for use in purchasing books, housing, food, etc. Contributions to exempt organizations that further the University's exempt purpose require approval of a Vice President. X X X X 1 1 X X X 0 0 0 0 0 0 0 0 0 Rev Mark L Poorman CSC President 393750 0 0 0 37282 0 29673 0 50324 0 511029 0 501539 0 Terry Porter Head Men's Basketball Coach 425000 0 21250 0 11526 0 30800 0 1890 0 490466 0 477930 0 Mojtaba B Takallou Assoc. Professor, Engineering 107359 0 0 0 217047 0 30800 0 18354 0 373560 0 235001 0 Alan P Timmins VP for Financial Affairs 254375 0 0 0 33823 0 27981 0 1615 0 317794 0 297880 0 Robin D Anderson Dean - School of Business 260594 0 0 0 960 0 28665 0 14194 0 304413 0 301319 0 Thomas G Greene Provost 231990 0 0 0 28342 0 25794 0 1590 0 287716 0 271013 0 Scott R Leykam VP for Athletics 210322 0 10000 0 20855 0 24235 0 18724 0 284136 0 275324 0 John L Watzke Dean - School of Education 193955 0 0 0 46934 0 21335 0 18749 0 280973 0 249682 0 J Bryce Strang VP for University Relations 208336 0 0 0 5359 0 23016 0 12186 0 248897 0 227680 0 Casey R Shillam Dean - School of Nursing 206200 0 0 0 960 0 22682 0 18667 0 248509 0 195708 0 James B Ravelli VP for University Operations 209279 0 0 0 4006 0 23021 0 1799 0 238105 0 230647 0 Herbert A Medina Dean - College of Arts and Sciences 202500 0 0 0 1023 0 22275 0 6986 0 232784 0 0 0 Brian J Adams Assoc. Dean, School of Business 186699 0 0 0 2250 0 20537 0 18684 0 228170 0 0 0 Bahram Adrangi Professor, Economics 168602 0 0 0 22100 0 18578 0 13630 0 222910 0 211048 0 Sandy S Chung VP for Human Resources 183150 0 0 0 640 0 20147 0 18636 0 222573 0 196686 0 John J Donato CSC VP for Student Affairs 163560 0 0 0 3850 0 17992 0 23992 0 209394 0 204307 0 Michelle A French Head Women's Soccer Coach 153750 0 25225 0 4181 0 0 0 6897 0 190053 0 172881 0 Andrea M Barton VP and General Counsel 167063 0 0 0 1994 0 16864 0 819 0 186740 0 158896 0 Sharon A Jones Dean - School of Engineering 132357 0 0 0 1800 0 11250 0 632 0 146039 0 229836 0 Gary L Malecha Dean - College of Arts and Sciences, Interim 94857 0 0 0 15000 0 10434 0 13551 0 133842 0 145225 0 Rev Charles F McCoy CSC Trustee 70247 0 0 0 0 0 7727 0 23894 0 101868 0 96454 0 Schedule J, Part I, Line 1a First class travel is allowed only for flights exceeding 8 hours and 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 only provided to University employees who are required to be available on campus at all hours and 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 amounts that may offset a portion of the employee's taxes related to taxable benefits, concurrent with the provision of those benefits. A State of Oregon-Oregon Facilities Authority 936001787 00068608J 2015-05-20 69645000 See Part VI 0 0 0 A 0 0 75168482 0 0 0 606991 0 0 25051346 49510145 0 2016 0 1 0 1 A 0 0 0 0 0 0 0 0 0 0 A 0 0 0 1 0 0 0 0 1 A 0 Schedule K, Part I, Column f-05/20/2015 69,645,000 State of Oregon Oregon Facilities Authority Description of purpose of tax-exempt bond: Building projects - $25,000,000; Bond issuance costs - $658,337; Refunding of 2007 issue - $49,510,145, (this includes 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 to perform arbitrage calculations who determined that no arbitrage exists. This analysis was completed in May, 2020. Ralph Miller Regent (Trustee) Money for Student Investment Club to Invest X 250000 195988 0 0 1 Michele French Employee Home Loan Program X 15000 9250 0 0 1 205238 Various Various 10000 Scholarship Education Christopher Greene Relative 39047 Employment 0 Walter E Nelson Co Business Owner 293949 Industrial / Custodial Supplies 0 Schedule L, Part II A loan of $250,000 was provided to the student's University of Portland Investment Association for purposes of investing/trading in 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. X 1 85000 Appraisal X 30610 Retail Price X 44 900576 Market Quote X Auto Lease 1 6566 Retail Price X Gift Certificates 4 3788 Retail Price X Household 9 9 Default Value of $1.00 per gift X Instructional Equipment 6 6 Default Value of $1.00 Per Gift 4 0 1 1 Schedule M, Part I, Line 32b Schedule M, Part I, Line 32b - The University periodically uses realtors or auction houses to assist in the disposal of gifted real property. The University also uses licensed brokers to sell gift of marketable securities. Such sales occurred in the tax year. Form 990, Header, Line A The University submitted a Form 8868 to request an automatic six-month extension of our filing deadline to May 15, 2021. This request was approved. Form 990, Part VI, Section A, Line 4 The University's by-laws have been changed to create a new board committee for executive compensation with responsibility for reviewing compensation of officers and certain other employees, effective January 28, 2021. 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. A summary of Schedule B rather than the full Schedule was distributed to the Board of Regents and Audit Subcommittee 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, most recently in April 2020. All salaries (except the Men's Head Basketball Coach) are compared to CUPA (College & University Personnel Association) benchmarks, 990 data from comparable institutions, and internal compensation history for the position. The Men's Head Basketball Coach and VP for Athletics salaries are compared with the counterpart salaries for teams in the West Coast Conference and internal compensation history for the position. Form 990, Part VI, Section C, Line 19 Financial statements are available on www.up.edu. Governing documents are available to the public upon request. Form 990, Part XI, Line 9 Rounding 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 University of Portland 1 Charitable remainder trust (9) 5000 N Willamette Blvd Portland OR 97203 Charitable trust OR N/A T 1 1 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 0 0 Friends of Saturday Academy a-iv 30000 Actual cash payment Friends of Saturday Academy b 1500 Actual cash payment