PORTLAND STATE UNIVERSITY FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PORTLAND STATE UNIVERSITY FOUNDATION (EIN 93-0619733)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-02-07
- IRS object ID
- 202000389349301570
- Schema version
- 2018v3.1
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-07T18:15:26-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1918 Eighth Avenue Suite 2900 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930619733 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTLAND STATE UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WILLIAM BOLDT | InCareOfNm |
| Business Name Control | PORT | BusinessNameControlTxt |
| Phone | 5037255863 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 SW 4TH AVE SUITE 730 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STACEY HENRIQUEZ | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5037255863 | PhoneNum |
| Signature | 2020-02-03 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA M MEYER | PreparerPersonNm |
| PTIN | P01490170 | PTIN |
| Phone | 2069134000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.102.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 91023620200385000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-02-07 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E312A954C766B45D87E73D828E4C14B6F8BC32A8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EDE32A16B4CDC6BEE2654235EC23B818E29F5A22 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STACEY HENRIQUEZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 SW 4TH AVE SUITE 730 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $33,088,855 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PSUF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1963 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | PORTLAND STATE UNIVERSITY FOUNDATION IS RESPONSIBLE FOR RAISING AND MANAGING PRIVATE RESOURCES TO ADVANCE PSU'S PRIORITIES AND MISSION TO BE A LEADING URBAN UNIVERSITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 87 | TotalEmployeeCnt |
| Total Volunteers | 26 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $30,678,005 | PYContributionsGrantsAmt |
| CY Contributions Grants | $21,481,693 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,778,049 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,598,145 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,816,345 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,504,404 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$154,981 | PYOtherRevenueAmt |
| CY Other Revenue | -$362,245 | CYOtherRevenueAmt |
| PY Total Revenue | $44,117,418 | PYTotalRevenueAmt |
| CY Total Revenue | $32,221,997 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $19,811,025 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $19,729,564 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,458,587 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,061,480 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $167,554 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,503,005 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,761,716 | PYOtherExpensesAmt |
| CY Other Expenses | $2,159,874 | CYOtherExpensesAmt |
| PY Total Expenses | $29,198,882 | PYTotalExpensesAmt |
| CY Total Expenses | $28,950,918 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $14,918,536 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,271,079 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $136,873,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $142,943,770 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,730,261 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,216,175 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $130,143,231 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $135,727,595 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $19,729,564 | ExpenseAmt |
| Grant | $19,729,564 | GrantAmt |
| Revenue | $8,598,145 | RevenueAmt |
| Desc | THE FOUNDATION SUPPORTS PORTLAND STATE UNIVERSITY BY PROVIDING SCHOLARSHIPS, SUPPORTING FACULTY RESEARCH AND INSTRUCTION, ENHANCING FACILITIES, AND NURTURING NEW PROGRAMS. DURING THE YEAR ENDED JUNE 30, 2019, THE FOUNDATION AWARDED $19,729,564 TO THE UNIVERSITY; $4,147,885 FOR SCHOLARSHIPS AND FELLOWSHIPS, $4,726,506 FOR CAPITAL PROJECTS, $10,047,330 FOR ACADEMIC SUPPORT, AND $807,843 FOR ADMINISTRATIVE SUPPORT. | Desc |
| Total Program Service Expenses | $19,729,564 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 204 | IRPDocumentCnt |
| IRP Document W2 G | 30 | IRPDocumentW2GCnt |
| Employee | 87 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM BOLDT | PersonNm |
| Phone | 5037255881 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 SW 4TH AVE SUITE 730 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| WALLY VAN VALKENBURG | |||||||||
| Chair | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DON VOLLUM | |||||||||
| Vice Chair | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| AL BARKOULI | |||||||||
| Treasurer | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BARRE STOLL | |||||||||
| Secretary | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID ANDERSON | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ERIC S BROWN | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KEREN BROWN WILSON | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| HERMANN COLAS JR | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GARY CUMPSTON | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARY DICK | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JEFF EULBERG | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TOM FINK | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH FULLER | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LINDA HAMILTON | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT HIBBS | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JARED HOLUM | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CARY JACKSON | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KRISTEN KERN | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PAULA M KINNEY | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT LANGLEY | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROSS LIENHART | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARK MILLER | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN PERCY | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| STEVE PETRUZELLI | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KATHRYN REBAGLIATI | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PAUL SCHLESINGER | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD SOLOMON | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JILL SOUEDE | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LINDSAY STEWART | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LINDA WILLIAMS | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CHARLENE ZIDELL | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM BOLDT | |||||||||
| President/CEO | 40.0 | 0.25 | $328,252 | $0 | $67,932 | Yes (X) | |||
| SARAH SCHWARZ | |||||||||
| Executive Vice President | 40.0 | 0.0 | $175,962 | $0 | $43,777 | Yes (X) | |||
| BRIAN HESS | |||||||||
| Vice President of Development | 40.0 | 0.0 | $153,538 | $0 | $39,599 | Yes (X) | |||
| STACEY HENRIQUEZ | |||||||||
| Chief Financial Officer | 40.0 | 0.25 | $152,447 | $0 | $26,935 | Yes (X) | |||
| CATHERINE SOULAGES | |||||||||
| Sr. Director of Engagement/Com | 40.0 | 0.0 | $139,948 | $0 | $18,470 | Yes (X) | |||
| DAWN THOMASON | |||||||||
| Sr. Director of HR/TM/OPS | 40.0 | 0.0 | $136,131 | $0 | $38,345 | Yes (X) | |||
| SYLVIAN BULL | |||||||||
| Executive Director-Alumni Rel | 40.0 | 0.0 | $133,323 | $0 | $24,070 | Yes (X) | |||
| STEVEN ARNDT | |||||||||
| Sr. Director of IT/Data Mngmt | 40.0 | 0.0 | $107,523 | $0 | $34,205 | Yes (X) | |||
| JAYMEE JACOBY | |||||||||
| Sr. Director of Dev-COTA | 40.0 | 0.0 | $110,670 | $0 | $34,420 | Yes (X) | |||
| KRISTEN NORQUIST | |||||||||
| Sr. Director of Dev-MCECS | 40.0 | 0.0 | $113,516 | $0 | $29,682 | Yes (X) | |||
| SARA CASE | |||||||||
| Sr. Managing Director of Dev | 40.0 | 0.0 | $105,716 | $0 | $33,606 | Yes (X) | |||
| KARIN TRUMBO | |||||||||
| Sr. Director of Dev-PG/PG | 40.0 | 0.0 | $109,118 | $0 | $29,725 | Yes (X) | |||
| MICHELLE JENSON | |||||||||
| Assoc. Director of Fin/Acct | 40.0 | 0.0 | $93,902 | $0 | $31,968 | Yes (X) | |||
| DAVID STEPP | |||||||||
| Chief Info Officer/AVP Adv Srv | 40.0 | 0.0 | $150,398 | $0 | $18,227 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,010,444 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $470,961 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Zuri Group | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 328 NW Bond St | AddressLine1Txt |
| City | Bend | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CRM Design Services | ServicesDesc |
| Compensation | $204,447 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,341,772 | FundraisingAmt |
| Government Grants | $87,000 | GovernmentGrantsAmt |
| All Other Contributions | $20,052,921 | AllOtherContributionsAmt |
| Noncash Contributions | $1,776,732 | NoncashContributionsAmt |
| Total Contributions | $21,481,693 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACT SERVICE REVENUE | 541900 | $7,320,958 | $7,320,958 |
| SPECIAL EVENTS | 900099 | $1,014,879 | $1,014,879 |
| OTHER PROGRAM SERVICE REVENUE | 900099 | $262,308 | $262,308 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,598,145 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,504,404 | TotalRevenueColumnAmt |
| Exclusion | $2,504,404 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $345,240 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,341,772 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $766,724 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$421,484 | TotalRevenueColumnAmt |
| Exclusion | -$421,484 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $159,373 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $100,134 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,239 | TotalRevenueColumnAmt |
| Exclusion | $59,239 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,221,997 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,598,145 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,142,159 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,729,564 | TotalAmt |
| Program Services | $19,729,564 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,713,821 | TotalAmt |
| Management And General | $1,013,592 | ManagementAndGeneralAmt |
| Fundraising | $700,229 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,818,484 | TotalAmt |
| Management And General | $1,204,633 | ManagementAndGeneralAmt |
| Fundraising | $2,613,851 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,105 | TotalAmt |
| Management And General | $91,578 | ManagementAndGeneralAmt |
| Fundraising | $244,527 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $752,509 | TotalAmt |
| Management And General | $279,434 | ManagementAndGeneralAmt |
| Fundraising | $473,075 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,561 | TotalAmt |
| Management And General | $173,827 | ManagementAndGeneralAmt |
| Fundraising | $266,734 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,056 | TotalAmt |
| Management And General | $71,056 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,400 | TotalAmt |
| Management And General | $68,400 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,356 | TotalAmt |
| Management And General | $155,666 | ManagementAndGeneralAmt |
| Fundraising | $285,690 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,434 | TotalAmt |
| Management And General | $21,686 | ManagementAndGeneralAmt |
| Fundraising | $75,748 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,331 | TotalAmt |
| Management And General | $54,339 | ManagementAndGeneralAmt |
| Fundraising | $71,992 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,456 | TotalAmt |
| Management And General | $14,893 | ManagementAndGeneralAmt |
| Fundraising | $23,563 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,933 | TotalAmt |
| Management And General | $11,095 | ManagementAndGeneralAmt |
| Fundraising | $1,838 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $512,676 | TotalAmt |
| Management And General | $257,501 | ManagementAndGeneralAmt |
| Fundraising | $255,175 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,803 | TotalAmt |
| Management And General | $10,272 | ManagementAndGeneralAmt |
| Fundraising | $14,531 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| MISCELLANEOUS | $720,188 | $261,691 | $458,497 |
| MEALS AND ENTERTAINMENT | $20,148 | $13,814 | $6,334 |
| MAINTENANCE & REPAIRS | $17,523 | $7,728 | $9,795 |
| EQUIPMENT RENTAL | $8,570 | $7,144 | $1,426 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,950,918 | TotalAmt |
| Program Services | $19,729,564 | ProgramServicesAmt |
| Management And General | $3,718,349 | ManagementAndGeneralAmt |
| Fundraising | $5,503,005 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144 | BOYAmt |
| EOY | $61 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,034,434 | BOYAmt |
| EOY | $6,267,627 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,066,079 | BOYAmt |
| EOY | $15,014,451 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,014,717 | BOYAmt |
| EOY | $104,790 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $0 | BOYAmt |
| EOY | $0 | 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 | $335,492 | BOYAmt |
| EOY | $230,541 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,878,057 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,204,451 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,180,823 | BOYAmt |
| EOY | $673,606 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,693,902 | BOYAmt |
| EOY | $117,050,887 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,151,094 | BOYAmt |
| EOY | $1,151,094 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,396,807 | BOYAmt |
| EOY | $2,450,713 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,873,492 | BOYAmt |
| EOY | $142,943,770 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,016,322 | BOYAmt |
| EOY | $2,507,509 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $876,305 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,500 | BOYAmt |
| EOY | $60,857 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $642,535 | 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 | $4,147,599 | BOYAmt |
| EOY | $4,647,809 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,730,261 | BOYAmt |
| EOY | $7,216,175 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,736,357 | BOYAmt |
| EOY | $6,141,646 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,467,413 | BOYAmt |
| EOY | $64,331,292 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,939,461 | BOYAmt |
| EOY | $65,254,657 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,143,231 | BOYAmt |
| EOY | $135,727,595 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,873,492 | BOYAmt |
| EOY | $142,943,770 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,271,079 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,314,481 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,196 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,380,353 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,530,337 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,281,573 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,678,005 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,481,693 | CurrentTaxYearAmt |
| Total | $146,351,961 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,380,353 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,530,337 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,281,573 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,678,005 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,481,693 | CurrentTaxYearAmt |
| Total | $146,351,961 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,341,650 | SubstantialContributorsTotAmt |
| Public Support Total170 | $132,010,311 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,716,258 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,405,068 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,875,157 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,816,343 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,504,404 | CurrentTaxYearAmt |
| Total | $22,317,230 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $236,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $312,625 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $342,002 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $444,456 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $345,240 | CurrentTaxYearAmt |
| Total | $1,680,592 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $170,349,783 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $53,474,695 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77494 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77242 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,417,691 | BeginningYearBalanceAmt |
| Contributions | $3,409,040 | ContributionsAmt |
| Investment Earnings Or Losses | $3,328,422 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,026,565 | OtherExpendituresAmt |
| Administrative Expenses | $1,028,260 | AdministrativeExpensesAmt |
| End Year Balance | $80,100,328 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,503,385 | BeginningYearBalanceAmt |
| Contributions | $7,430,763 | ContributionsAmt |
| Investment Earnings Or Losses | $3,706,348 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,361,815 | OtherExpendituresAmt |
| Administrative Expenses | $860,990 | AdministrativeExpensesAmt |
| End Year Balance | $76,417,691 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,371,675 | BeginningYearBalanceAmt |
| Contributions | $6,417,865 | ContributionsAmt |
| Investment Earnings Or Losses | $6,712,006 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,193,081 | OtherExpendituresAmt |
| Administrative Expenses | $805,080 | AdministrativeExpensesAmt |
| End Year Balance | $68,503,385 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,155,161 | BeginningYearBalanceAmt |
| Contributions | $7,662,006 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,603,591 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,053,285 | OtherExpendituresAmt |
| Administrative Expenses | $788,616 | AdministrativeExpensesAmt |
| End Year Balance | $58,371,675 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,304,913 | BeginningYearBalanceAmt |
| Contributions | $3,602,384 | ContributionsAmt |
| Investment Earnings Or Losses | $849,338 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,846,055 | OtherExpendituresAmt |
| Administrative Expenses | $755,419 | AdministrativeExpensesAmt |
| End Year Balance | $54,155,161 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.13460 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.81470 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05070 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $436,072 | OtherCostOrOtherBasisAmt |
| Depreciation | $238,822 | DepreciationAmt |
| Book Value | $197,250 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,441,985 | OtherCostOrOtherBasisAmt |
| Depreciation | $965,629 | DepreciationAmt |
| Book Value | $476,356 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $673,606 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ENDOWMENTS HELD FOR PSU | $2,533,621 |
| OBLIGATIONS TO TRUST BENEF. | $2,114,188 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,647,809 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $35,303,202 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,314,481 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $766,724 | OtherRevenueAmt |
| Revenue Not Reported | $3,081,205 | RevenueNotReportedAmt |
| Revenue Subtotal | $32,221,997 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $32,221,997 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,717,642 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $766,724 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $766,724 | ExpensesNotReportedAmt |
| Expenses Subtotal | $28,950,918 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $28,950,918 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ENDOWMENT FUNDS | PART V, LINE 4 ENDOWMENT FUNDS ARE USED FOR SPECIFIC CHARITABLE PURPOSES DESIGNATED BY DONORS (E.G. PRIMARILY FOR SCHOLARSHIPS, FELLOWSHIPS, CAPITAL PROJECTS, AND SUPPORT OF ACADEMIC PROGRAMS). |
| REVENUE - OTHER ADJUSTMENTS | PART XI, LINE 2D $766,724 RECLASS FUNDRAISING DIRECT EXPENSES |
| EXPENSES - OTHER ADJUSTMENTS | PART XII, LINE 2D $766,724 RECLASS FUNDRAISING DIRECT EXPENSES |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WINE & ROSES | Event1Nm |
| Gross Receipts Event1 | $345,518 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $251,699 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $93,819 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $123,766 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $29,508 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $80,743 | OtherDirectExpensesEvent1Amt |
| Event2 | AWARDS DINNER | Event2Nm |
| Gross Receipts Event2 | $639,284 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $511,334 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $127,950 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $7,125 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $132,710 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $100,265 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $177,244 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 11 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $702,210 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $578,739 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $123,471 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $11,607 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $53,020 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $13,750 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $36,986 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,687,012 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,341,772 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $345,240 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $18,732 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $309,496 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $143,523 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $294,973 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $766,724 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$421,484 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $159,373 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $41,675 | CashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $58,459 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (true) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 1.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $159,373 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $41,675 | CashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $58,459 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $100,134 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $59,239 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | OR | StatesWhereGamingConductedCd |
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | false | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | STACEY HENRIQUEZ | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 SW 4TH AVE SUITE 730 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTLAND STATE UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 751 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 936001786 | RecipientEIN |
| IRC Section | OREGON | IRCSectionDesc |
| Cash Grant | $19,729,564 | CashGrantAmt |
| Purpose Of Grant | SEE SCH. I, PART IV | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| GRANT FUNDS | SCHEDULE I, PART I, LINE 1 THE FOUNDATION EXISTS TO SUPPORT THE UNIVERSITY BY PROVIDING GRANTS IN THE FORM OF SCHOLARSHIPS AND FELLOWSHIPS, ACADEMIC SUPPORT, CAPITAL PROJECTS, AND ADMINISTRATIVE SUPPORT. TO ENSURE THAT GRANT FUNDS ARE EXPENDED FOR THE INTENDED PURPOSES, THE FOUNDATION APPROVES GRANT DISBURSEMENTS TO THE UNIVERSITY ONLY WHEN PROPER SUPPORTING DOCUMENTATION AND AUTHORIZATION BY DEPARTMENT HEADS ARE OBTAINED AND WHEN THE EXPENDITURE SATISFIES THE RESTRICTED PURPOSES IMPOSED BY DONORS AND FURTHERS THE EXEMPT MISSION OF THE FOUNDATION. BECAUSE SUPPORTING DOCUMENTATION AND AUTHORIZATION IS CAREFULLY EXAMINED BEFORE THE GRANT IS GIVEN AND THE PURPOSES FOR THE GRANT ARE KNOWN BEFORE IT IS AWARDED, NO ADDITIONAL FOLLOW UP IS PERFORMED TO FIND OUT HOW THE GRANT WAS USED. |
| PURPOSE OF GRANT | PART II, LINE 1, COLUMN H GRANTS TO THE UNIVERSITY ARE PROVIDED FOR SCHOLARSHIPS, FELLOWSHIPS, CAPITAL PROJECTS, ACADEMIC SUPPORT, AND ADMINISTRATIVE SUPPORT. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM BOLDT | ||||||||||||||
| President/CEO | $299,063 | $0 | $25,000 | $0 | $4,189 | $0 | $51,000 | $0 | $16,932 | $0 | $396,184 | $0 | $0 | $0 |
| SARAH SCHWARZ | ||||||||||||||
| Executive Vice President | $175,937 | $0 | $0 | $0 | $25 | $0 | $21,800 | $0 | $21,977 | $0 | $219,739 | $0 | $0 | $0 |
| BRIAN HESS | ||||||||||||||
| Vice President of Development | $153,513 | $0 | $0 | $0 | $25 | $0 | $18,000 | $0 | $21,599 | $0 | $193,137 | $0 | $0 | $0 |
| STACEY HENRIQUEZ | ||||||||||||||
| Chief Financial Officer | $152,422 | $0 | $0 | $0 | $25 | $0 | $18,400 | $0 | $8,535 | $0 | $179,382 | $0 | $0 | $0 |
| CATHERINE SOULAGES | ||||||||||||||
| Sr. Director of Engagement/Com | $139,036 | $0 | $857 | $0 | $55 | $0 | $10,213 | $0 | $8,257 | $0 | $158,418 | $0 | $0 | $0 |
| DAWN THOMASON | ||||||||||||||
| Sr. Director of HR/TM/OPS | $136,106 | $0 | $0 | $0 | $25 | $0 | $16,817 | $0 | $21,528 | $0 | $174,476 | $0 | $0 | $0 |
| SYLVIAN BULL | ||||||||||||||
| Executive Director-Alumni Rel | $133,298 | $0 | $0 | $0 | $25 | $0 | $15,808 | $0 | $8,262 | $0 | $157,393 | $0 | $0 | $0 |
| DAVID STEPP | ||||||||||||||
| Chief Info Officer/AVP Adv Srv | $74,917 | $0 | $0 | $0 | $75,481 | $0 | $10,558 | $0 | $7,669 | $0 | $168,625 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1.a. | GOLF CLUB FEES TOTALING $4,164 WERE PAID ON BEHALF OF WILLIAM BOLDT IN THE CALENDAR YEAR. FEES WERE NOT REPORTED AS TAXABLE INCOME AS THE FEES WERE PART OF STEWARDSHIP AND DONOR CULTIVATION. |
| PART I, LINE 4.a. | SEVERANCE TOTALING $62,500 WAS PAID TO THE FOLLOWING FORMER EMPLOYEES IN THE CALENDAR YEAR: DAVID STEPP - $62,500 |
| PART I, Line 4.b. | William Boldt participated in a Nonqualified Executive Deferred Compensation Plan in the calendar year. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 23977 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,476,792 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HIGH/LOW PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | AUCTION ITEMS | 5 | $2,630 | SALE OF SIMILAR ITEM |
| Yes (X) | BEVERAGES FOR EVENTS | 1599 | $35,469 | SALE OF SIMILAR ITEM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| THIRD PARTIES OR RELATED ORGANIZATIONS | PART I, LINE 32B THE FOUNDATION OCCASIONALLY RECEIVES NONCASH CONTRIBUTIONS OF REAL OR PERSONAL PROPERTY AND USES A THIRD PARTY, SUCH AS A REAL ESTATE BROKER OR AUCTIONEER, TO DISPOSE OF THE ASSETS AND CONVERT THEM TO CASH. |
| NUMBER OF CONTRIBUTIONS | PART II, COLUMN B THE AMOUNTS REPORTED IN PART II, COLUMN (B), ARE THE NUMBER OF CONTRIBUTIONS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DESCRIPTION OF ORGANIZATION MISSION | Form 990, Part III, Line 1 Founded in 1963, the PSU Foundation raises and manages philanthropic contributions to Portland State University, Oregons only urban public research university. Over the last two decades, the foundation has transferred close to $300 million to PSU to support student and faculty success, program development, and capital construction. Serving more than 28,000 students a year, PSU is Portlands most vibrant resource for learning, scholarship, research, creativity, culture and workforce development. A legacy of educational access and urban partnership is central to PSU's mission - and the reason it is repeatedly named one of the most innovative colleges in the nation by U.S. News and World Report. The PSU Foundations current focus is a $300 million fund-raising campaign intended to grow private giving, deepen relationships with donors and alumni, and leverage philanthropy to advance the university. Giving priorities include academic scholarships for promising students with limited resources as well as faculty, program and capital support. In addition to direct fund-raising efforts,the PSU foundation directs donor stewardship activities, administers records,oversees reporting, and invests and manages financial resources in accordance with donor wishes. The PSU Foundations independent volunteer Board of Trustees helps promote PSUs mission and fund-raising priorities by leveraging expertise and relationships and committing personal resources. |
| FORM 990 PROVIDED TO GOVERNING BODY | FORM 990, PART VI, SECTION B, LINE 11A TO PROTECT THE PRIVACY OF OUR DONORS, SCHEDULE B IS REDACTED FROM THE VERSION OF THE 990 THAT WAS REVIEWED BY THE BOARD OF TRUSTEES. |
| FORM 990 REVIEW | FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS CAREFULLY REVIEWED IN DRAFT FORM BY THE MEMBERS OF THE FOUNDATION'S AUDIT COMMITTEE. KPMG, THE TAX PREPARER, ATTENDS THE AUDIT COMMITTEE MEETING AND DISCUSSES THE FORM 990 IN DETAIL WITH THE AUDIT COMMITTEE. ALL REVIEWERS ARE GIVEN TIME TO RESPOND TO ANY REVISIONS. AFTER INCORPORATION OF ALL REVISIONS AND PRIOR TO FILING, THE FINAL FORM 990 IS SENT ELECTRONICALLY TO ALL MEMBERS OF THE BOARD OF TRUSTEES, WITH AN E-MAIL CALLING THEIR ATTENTION TO PORTIONS OF THE FORM MOST LIKELY TO BE READ BY THE PUBLIC AND FUNDERS. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12C The purpose of the Conflict of Interest Policy is to protect the Foundation's interest when it is contemplating entering into a transaction or arrangement that might benefit the private interest of an officer or director of the Foundation. Pursuant to the Conflict of Interest Policy, any interested person must disclose the existence of his or her financial interest and must be given the opportunity to disclose all material facts to the Board Chair, and to directors and members of committees with board delegated powers considering the proposed transaction or arrangement. The determination whether a conflict of interest exists shall be made by the Board of Trustees. Pending such determination, the interested person shall recuse himself or herself from participation in the review of and voting upon the transaction or arrangement in which that person has a possible conflict of interest. If a more advantageous transaction or arrangement is not reasonably attainable under circumstances that would not give rise to a conflict of interest, the board shall determine by a majority vote of the disinterested trustees whether the transaction or arrangement is in the Foundation's best interest and for its own benefit and whether the transaction is fair and reasonable to the Foundation and shall make its decision as to whether to enter into the transaction or arrangement in conformity with such determination. The conflict of interest policy is monitored by an annual distribution of questionnaires to all officers, directors and key employees. If the board determines that an interested person has failed to disclose an actual or possible conflict of interest, the board shall take appropriate disciplinary and corrective action. Each director, principal officer and member of a committee with board delegated powers annually shall sign a statement which affirms that such person has received a copy of the conflict of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands that the Foundation is a charitable organization and that in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. |
| OFFICER COMPENSATION | FORM 990, PART VI, SECTION B, LINE 15 IN JUNE 2019, THE EXECUTIVE COMMITTEE, COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES, APPROVED THE COMPENSATION OF THE PRESIDENT/CEO. ANNUALLY AS PART OF THE BUDGET PROCESS, THE FINANCE COMMITTEE AND SUBSEQUENTLY THE BOARD OF TRUSTEES, REVIEWS AND APPROVES THE COMPENSATION OF ALL FOUNDATION EMPLOYEES INCLUDING THE CEO, OTHER OFFICERS, AND KEY EMPLOYEES. COMPENSATION FOR ALL EMPLOYEES OF THE ORGANIZATION IS DETERMINED USING COMPENSATION DATA FROM SALARY SURVEYS AND 990 FILINGS FOR SIMILAR POSITIONS AND ORGANIZATIONS IN OREGON AND NATIONALLY; AND AS APPROPRIATE THE LOCAL LABOR MARKET FOR SIMILAR POSITIONS IN THE PRIVATE SECTOR AND GOVERNMENTAL ORGANIZATIONS. THE BOARD'S PROCESS AND DECISIONS ARE DOCUMENTED IN THE BOARD MINUTES. |
| FINANCIAL STATEMENTS | FORM 990, PART VI, SECTION C, LINE 19 The foundation's audited financial statements are posted on the organization's website. The foundation's governing instruments, conflict of interest policies, and other documents and policy statements may be made available upon request. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 9 Other adjustment decrease of $1,196 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROADWAY HOUSING LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 SW 4TH AVE SUITE 730 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930619733 | EIN |
| Primary Activities | HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PSU FDN | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 2828 CORBETT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 SW 4th Ave Suite 730 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202021524 | EIN |
| Primary Activities | PROPERTY MGMT | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Exempt Code Section | 501 (C)(2) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PSU FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ED & OLIVE BUSHBY SCHOLARSHIP FUND TRUST | |||||||||||
| 100 PUBLIC SQUARE SUITE 600 | CLEVELAND | OH | 44113 | PERPETUAL TRUST | OR | KEY PRIVATE BNK | Trust | $70,570 | $535,175 | 1.00000 | Yes (true) |
| HELEN J FEHRENBACHER CRUT | |||||||||||
| 6325 S RAINBOW BLVD 3RD FLOOR | HENDERSON | NV | 89009 | CRUT | OR | WELLS FARGO | Trust | $5,444 | $165,761 | 1.00000 | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 2828 CORBETT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | c | TransactionTypeTxt |
| Involved | $462,300 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
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