2019-02-11T18:25:52-07:00 2018-06-30 990 2017-07-01 930401259 UNIVERSITY OF PORTLAND UNIV 5039437337 5000 N Willamette Blvd Portland OR 972035798 Alan P Timmins VP for Financial Affairs 5039437507 2019-02-11 64.251.252.137 2017 2019-02-21 02:37:17Z Rev Mark Poorman CSC 5000 N Willamette Blvd Portland OR 97203 262866470 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. 53 30 3041 51 184927 21701 42897197 36885375 206585912 220773520 14284262 1581098 1953 22666 263769324 259262659 79473156 85440495 0 0 73277680 78121967 0 0 2733028 53069139 57583774 205819975 221146236 57949349 38116423 525894664 588649619 116396671 117845738 409497993 470803881 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 138183592 83071143 186923959 Post-secondary Education: The primary mission of the University of Portland is education. 4,280 undergraduate and graduate students were enrolled in 2017-18 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. 53481176 2312784 27765084 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. 4898492 0 0 Library Programs: The Wilson W. Clark Memorial Library serves the University of Portland community as a dynamic teaching library. The library accomplishes this through interactive instruction, by acquiring and organizing multi-format collections that support the curriculum, and by facilitating access to resources in the library and beyond. 0 0 0 196563260 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 1 0 0 0 1 0 0 1 0 1 1 0 0 0 1 1 1 0 0 1 441 0 1 3041 1 1 1 1 AU 0 0 0 1 1 1 0 0 0 0 X 53 30 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 1 1 0 OR X X Alan P Timmins 5039437507 5000 N Willamette Blvd Portland OR 972035798 Mr Joseph B Allegretti Trustee 1 0 X 0 0 0 Mr Thomas D Arndorfer Trustee 1 0 X 0 0 0 Mr Richard Baek Trustee 1 0 X 0 0 0 Patrick E Becker Jr Trustee 1 0 X 0 0 0 Mr Ralph G Bliquez Trustee 1 0 X 0 0 0 Mr John G Block Trustee 1 0 X 0 0 0 Mrs Mary R Boyle Trustee 1 0 X 0 0 0 Mrs Nancy K Bryant Trustee 1 0 X 0 0 0 Mrs Annie T Buell Trustee 1 0 X 0 0 0 Ms Cheryl L Cebula Trustee 1 0 X 0 0 0 Mr Matthew W Chapman Trustee 1 0 X 0 0 0 Mr Kevin M Cooper Trustee 1 0 X 0 0 0 Ms Catherine David Buley Trustee 1 0 X 0 0 0 Ms Elizabeth Duffy Trustee 1 0 X 0 0 0 Mr Frank D Dulcich Trustee 1 0 X 0 0 0 Ms Amy Dundon-Berchtold Trustee 1 0 X 0 0 0 Rev James K Foster CSC Trustee 1 0 X 0 0 0 Mr Mark B Ganz Trustee 1 0 X 0 0 0 Mr Ryan M Gillespie Trustee 1 0 X 0 0 0 Mr Mike Golub Trustee 1 0 X 0 0 0 Rev David L Guffey CSC Trustee 1 0 X 0 0 0 Mr Edward C Hostmann Trustee 1 0 X 0 0 0 Rev Peter A Jarret CSC Trustee 1 0 X 0 0 0 Ms Patricia K Johnson Trustee 1 0 X 0 0 0 Mr Fred H Jonske Trustee 1 0 X 0 0 0 Mr Kasey C Keller Trustee 1 0 X 0 0 0 Mr Patrick H Kessi Trustee 1 0 X 0 0 0 Mr Keith R Larson Trustee 1 0 X 0 0 0 Mr Jason W Lesh Trustee 1 0 X 0 0 0 Rev William Lies CSC Trustee 1 0 X 0 0 0 Mr D Allen Lund Trustee 1 0 X 0 0 0 Rev Edward A Malloy CSC Trustee 1 0 X 0 0 0 Rev Charles F McCoy CSC Trustee 1 0 X 63174 0 29083 Mr Ralph Miller Trustee 1 0 X 0 0 0 Mr Timothy J Morgan Trustee 1 0 X 0 0 0 Mr James P Murphy Trustee 1 0 X 0 0 0 Mr Michael E Nelson Trustee 1 0 X 0 0 0 Rev Thomas O'Hara CSC Trustee 1 0 X 0 0 0 Rev Mark L Poorman CSC President 40 0 X X 400156 0 76558 Mr James T Price Trustee 1 0 X 0 0 0 Ms Rachel A Prusynski Trustee 1 0 X X 0 0 0 Rev Patrick E Reidy CSC Trustee 1 0 X 0 0 0 Mrs Larree M Renda Trustee 1 0 X 0 0 0 Dr Don V Romanaggi Trustee 1 0 X 0 0 0 Rev John Ryan CSC Trustee 1 0 X 0 0 0 Mr Stephen L Shepard Trustee 1 0 X 0 0 0 Ms Darlene Shiley Trustee 1 0 X 0 0 0 Mr Karl A Smith Trustee 1 0 X 0 0 0 Mr Edwin A Sweo Trustee 1 0 X 0 0 0 Ms Kay Dean Toran Trustee 1 0 X 0 0 0 Mr Dave Underriner Trustee 1 0 X 0 0 0 Mr Ted R Winnowski Trustee 1 0 X 0 0 0 Mr Darryl P Wong Trustee 1 0 X 0 0 0 Thomas Greene Provost 40 0 X 229508 0 22926 J Bryce Strang Sr Assoc VP for Development 40 0 X 176536 0 43277 Alan Timmins VP For Financial Affairs 40 0 X 274439 0 27521 James Ravelli VP for Information Services 40 0 X 199177 0 25311 Scott Leykam VP for Athletics 40 0 X 219707 0 42665 John J Donato CSC VP for Student Affairs 40 0 X 159775 0 39639 Gerard Olinger CSC VP for University Relations 40 0 X 189913 0 42607 Robin Anderson Dean - School of Business 40 0 X 252636 0 44221 John Watzke Dean - School of Education 40 0 X 181745 0 39919 Sharon Jones Dean - School of Engineering 40 0 X 203931 0 23760 Joane Moceri Dean - School of Nursing 40 0 X 180900 0 34182 Gary Malecha Dean - College of Arts and Sciences 40 0 X X 118088 0 26507 Michael Andrews Dean - College of Arts and Sciences 40 0 X X 114731 0 11081 Brian Adams Assoc Professor-Assoc Dean Business 40 0 X 181606 0 42500 Mojtaba Takallou Assoc Professor - Engineering 40 0 X 212026 0 33837 Garrett Smith Associate Director of Soccer 40 0 X 193395 0 38722 Terry Porter Head Men's Basketball Coach 40 0 X 453013 0 2871 Arjun Chatrath Pamplin School of Business - Professor 40 0 X 177214 0 26900 4181670 0 674087 78 1 1 0 Bon Appetit Management Co 100 Hamilton Ave Ste 400 Palo Alto CA 94301 Food Services 10125836 Soderstrom Architects Pc 1200 NW Nalito Pkwy Ste 410 Portland OR 972092829 Architectural Services 1865739 Turner Construction Company 1200 NW Naito Pkwy Suite 300 Portland OR 97209 Construction 1262609 McKinstry PO BOX 3895 Seattle WA 981243895 Construction 1169314 EAB Global PO BOX 603519 Charlotte NC 282603519 Educational Advisory 949981 41 0 0 62511 0 1185743 35637121 8171744 36885375 Tuition and Fees 611310 186923959 186923959 0 0 Room and Board 611310 27772532 27772532 0 0 Athletics 611310 2358103 2174538 183565 0 3718926 3284337 2085 432504 220773520 578948 0 -723 579671 0 0 0 0 35711 0 0 35711 0 0 0 0 0 0 0 0 0 0 4561977 0 3559827 0 1002150 0 1002150 0 0 1002150 29739 62511 42661 -12922 0 -12922 1200 1323 -123 0 0 -123 0 259262659 220155366 184927 2036991 56578 56578 85383917 85383917 0 0 0 0 3085679 1488244 1385576 211859 0 0 0 0 54646025 40919877 12326983 1399165 4095324 3002339 996248 96737 11556467 6577307 4860476 118684 4738472 3404375 1207030 127067 0 0 0 0 379723 0 379723 0 90355 0 90355 0 0 0 0 0 50919 0 50919 0 17713406 14176437 3254221 282748 430209 206564 223529 116 4030574 2419319 1604555 6700 1832014 16179 1815835 0 9088 9088 0 0 5387206 705587 4681619 0 3900618 3446392 375583 78643 0 0 0 0 4002505 2755435 957775 289295 3584614 3584614 0 0 0 0 0 0 9466036 8961147 504889 0 1888259 332163 1548723 7373 Unrelated Business Income Taxes 6398 0 6398 0 Allocation of Indirect Expenses Reported in Col C -22370 15040763 -15197047 133914 Other Expenses 4834220 4076935 776558 -19273 221146236 196563260 21849948 2733028 15246 18726 42763845 54735899 15720388 20427011 1776998 1288356 1000 0 0 0 5814420 6590120 0 0 1480803 1253152 364981957 102310355 248897615 262671602 12851670 12934466 194598000 226825000 0 0 0 0 1974679 1905287 525894664 588649619 8019313 12704581 0 0 8477266 7674159 92333034 90325473 0 0 0 263610 0 0 0 0 7567058 6877915 116396671 117845738 X 205219550 229273384 111084809 144245143 93193634 97285354 409497993 470803881 525894664 588649619 X 38116423 23190673 0 0 0 -1208 X 0 1 X 1 1 1 X 177642157 3467808 19934288 3551069 3096593 0 194396591 160883798 3680541 19055762 3285450 2692494 0 177642157 157888526 8848567 -674910 3041840 2136545 0 160883798 146971577 3194228 12058519 2722380 1613418 0 157888526 122153078 4658097 23013080 2422118 430560 0 146971577 0.15 0.85 0 1 0 17618478 0 17618478 255810040 0 59064025 196746015 0 0 0 0 47776704 0 27100401 20676303 43776735 0 16145929 27630806 262671602 0 0 Beneficial Interest in Assets Held by Others 226054000 F Private Equity Investments 771000 F 226825000 0 Annuities Payable 4531202 Advances from Federal Government for Student Loans 2346713 6877915 X 197302000 23190673 299650 0 43900 23534223 173767777 0 85494882 85494882 259262659 135995000 299650 0 0 43996 343646 135651354 0 85494882 85494882 221146236 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 education 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, 2018 and 2017, the University recognized no interest and penalties. There were no unrecognized tax benefits at June 30, 2018 or 2017. 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 Other reconciling items represent fundraising expenses included in Part VIII ($43,984) and rounding. Schedule D, Part XI, Line 4b Scholarships of $85,494,882 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 ($43,984) and rounding. Schedule D, Part XII, Line 4b Scholarships of $85,494,882 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. 2334515 North America (including Canada and Mexico, but not the United States) 0 3 Program Services Study abroad programming for students. 46556 East Asia and the Pacific 0 1 Program Services Study abroad programming for students. 641513 South America 0 0 Program Services Study abroad programming for students. 146164 1 9 3168748 1 0 1 1 1 0 Schedule F, Part I, Line 2 Scholarships and grants are distributed to students by posting the funds directly to the students' 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. Invitational Golf Tournament 79465 57190 22275 0 5366 25383 269 0 3021 Baseball Golf Tournament 12785 5321 7464 0 1630 5916 1076 0 0 0 92250 62511 29739 0 6996 31299 1345 0 3021 42661 -12922 1 Holy Cross Mission Center PO Box 543 Notre Dame IN 465560543 144426455 501 (c) (3) 9892 0 General Support 1 0 Scholarships from institutional funds for tuition, fees, and room & board 4138 80711036 0 Scholarships from annual donations for tuition, fees, and room & board 250 618797 0 Scholarships from endowed donations for tuition, fees, and room & board 668 3584463 0 Scholarships from institutional match of government funds for tuition, fees, and room & board 237 469621 0 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 1 1 X X X 0 0 0 0 0 0 0 0 0 Rev Mark L Poorman CSC President 344250 0 0 0 55906 0 29700 0 46858 0 476714 0 0 0 Terry Porter Head Men's Basketball Coach 425000 0 0 0 28013 0 0 0 2871 0 455884 0 0 0 Alan Timmins VP For Financial Affairs 220037 0 0 0 54401 0 24336 0 3185 0 301959 0 0 0 Robin Anderson Dean - School of Business 243555 0 0 0 9080 0 27284 0 16937 0 296856 0 0 0 Scott Leykam VP for Athletics 190238 0 0 0 29469 0 21377 0 21288 0 262372 0 0 0 Thomas Greene Provost 203613 0 0 0 25895 0 22397 0 528 0 252433 0 0 0 Mojtaba Takallou Assoc Professor - Engineering 94002 0 0 0 118024 0 10995 0 22842 0 245863 0 0 0 Gerard Olinger CSC VP for University Relations 182663 0 0 0 7250 0 20093 0 22514 0 232520 0 0 0 Garrett Smith Associate Director of Soccer 167040 0 0 0 26355 0 20404 0 18318 0 232117 0 0 0 Sharon Jones Dean - School of Engineering 197117 0 0 0 6813 0 21683 0 2077 0 227690 0 0 0 James Ravelli VP for Information Services 196725 0 0 0 2452 0 21805 0 3506 0 224488 0 0 0 Brian Adams Assoc Professor-Assoc Dean Business 179620 0 0 0 1987 0 20330 0 22170 0 224107 0 0 0 John Watzke Dean - School of Education 175798 0 0 0 5947 0 19679 0 20240 0 221664 0 0 0 J Bryce Strang Sr Assoc VP for Development 170391 0 0 0 6145 0 19968 0 23309 0 219813 0 0 0 Joane Moceri Dean - School of Nursing 179736 0 0 0 1164 0 19978 0 14204 0 215082 0 0 0 Arjun Chatrath Pamplin School of Business - Professor 177149 0 0 0 65 0 19590 0 7310 0 204114 0 0 0 John J Donato CSC VP for Student Affairs 155675 0 0 0 4100 0 17125 0 22514 0 199414 0 0 0 Gary Malecha Dean - College of Arts and Sciences 113157 0 0 0 4931 0 12654 0 13853 0 144595 0 0 0 Michael Andrews Dean - College of Arts and Sciences 93050 0 0 0 21681 0 10236 0 845 0 125812 0 0 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 1 0 0 0 0 0 0 1 A 0 Schedule K, Part II, Line 6-05/20/2015 69,645,000 State of Oregon Oregon Facilities Authority Originally, $49,510,145 from this bond issue was placed in refunding escrows. The bond issue refunded has now been fully retired and this amount is now reported in Line 11. Mr Ralph Miller Regent To provide funds for student investment club X 250000 263610 0 0 1 263610 Christopher Greene Family member of Thomas Greene 31363 Employment 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 8 216056 Appraisal X 2 Default value of $1 per gift X 32537 Retail Value X 74 7914586 Market Quote X 8 441 Retail Value X Automobile Lease 2 7113 Retail Value X Gift Certificates 10 10 Default Value of $1 per Gift 3 0 1 1 Schedule M, Part I When third party valuation (such as market price or independent appraisal) is not readily available for a non-cash gift, the University recognizes revenue of $1 per gift. 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 Form 8868 Extension was approved for automatic 6 month extension to 5/15/2019. 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 at a meeting. A summary of Schedule B rather than the full Schedule was distributed to the Board 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 2018. 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 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 (12) 5000 N Willamette Blvd Portland OR 97203 Charitable trust OR N/A T 1 0 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.