2017-02-08T15:42:39-07:00 2016-06-30 990 2015-07-01 930401259 UNIVERSITY OF PORTLAND UNIV 5039437337 5000 N Willamette Blvd Portland OR 972035798 Alan P Timmins VP for Financial Affairs 5039437507 2017-02-08 2015 2021-01-29 14:40:06Z Rev Mark Poorman 5000 N Willamette Blvd Portland OR 97203 222370130 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. 51 44 3098 50 164119 -18257 18121769 23503670 182674183 195856816 13322656 2115678 -20175 -22310 214098433 221453854 68898195 73182001 0 0 66596415 71330261 0 0 2575939 55382611 50197451 190877221 194709713 23221212 26744141 443564696 465364737 122702756 121173901 320861940 344190836 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 73182000 73182000 0 Student Financial Aid Programs: 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. 49441996 0 167351281 Post-secondary Education: The primary mission of the University of Portland is education. 4,338 undergraduate and graduate students were enrolled in 2014-15 in the College of Arts and Science, Pamplin School of Business, 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. 33205479 0 28505535 Extracurricular Programs 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, and conferences. 10354804 0 0 Student Services Programs: The University of Portland provides comprehensive support programs for our students to enable and promote their academic pursuits as well as their personal growth. Expenses in this category include International Student Services, Health and Career Services, Admissions, Registrar, Student Government and Activities, Financial Aid, and Intramurals. 4672767 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. 15027571 0 0 170857046 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 1 1 0 1 0 1 0 0 1 1 1 1 0 1 0 0 0 1 0 0 1 1 1 1 0 0 0 1 1 1 0 0 1 290 0 1 3098 1 1 1 1 AU 0 0 0 1 1 0 0 0 0 0 0 X 51 44 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 Mr Matthew W Chapman Trustee 1 0 X 0 0 0 Mr Earle M Chiles 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 Carl F Ebey CSC Trustee 1 0 X 0 0 0 Mr Robert W Franz 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 Edward C Hostman 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 Rev James R Lackenmier CSC 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 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 Rev Thomas O'Hara CSC Trustee 1 0 X 0 0 0 Rev Mark L Poorman CSC President 40 0 X X 336410 0 72949 Mr James T Price Trustee 1 0 X 0 0 0 Ms Rachel A Prusynski 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 Eugene J Wizer Trustee 1 0 X 0 0 0 Mr Darryl P Wong Trustee 1 0 X 0 0 0 Alan Timmins Vice President - Financial Affairs 40 0 X 269128 0 25336 Thomas Greene Provost 40 0 X 216333 0 21785 Laura Kelley Vice President - University Relations 40 0 X 201850 0 23131 James Ravelli Vice President - University Operations 40 0 X 190120 0 29118 Rev Gerard Olinger CSC Vice President - University Relations 40 0 X 200030 0 37605 Rev John Donato CSC Vice President - Student Affairs 40 0 X 98100 0 16872 Robin Anderson Dean - Pamplin School of Business 40 0 X 238278 0 41068 Sharon Jones Dean - Shiley School of Engineering 40 0 X 194567 0 53258 Michael Andrews Dean - College of Arts and Sciences 40 0 X 184474 0 23481 John Watzke Dean - School of Education 40 0 X 170332 0 37930 Joane Moceri Dean - School of Nursing 40 0 X 150961 0 30085 Scott Leykam Athletic Director 40 0 X 183729 0 39415 Eric Reveno Men's Basketball Coach 40 0 X 437490 0 51163 Mojtaba Takallou Associate Professor 40 0 X 193085 0 42876 Brian Adams Professor 40 0 X 168940 0 39112 J Bryce Strang Sr Assoc VP for Development 40 0 X 160765 0 39064 Bahram Adrangi Professor 40 0 X 160628 0 29481 John Goldrick Executive Assistant 40 0 X 102091 0 27574 Zia Yamayee Professor 40 0 X 132881 0 21848 3990192 0 703151 71 1 1 0 Bon Appetit Management Co 100 Hamilton Ave Ste 400 Palo Alto CA 94301 Food Services 9627829 Skanska USA 222 SW Columbia St Ste 300 Portland OR 97201 Construction 12621042 Todd Construction Inc PO Box 949 Tualatin OR 97062 Construction 2837365 Bremik Construction 1026 SE Stark St Portland OR 972141336 Construction 3013568 Soderstrom Architects Pc 1200 NW Nalito Pkwy Ste 410 Portland OR 972092829 Architectural Services 2038995 51 0 0 58166 0 1057646 22387858 11525633 23503670 Tuition and Fees 611310 161461555 161461555 0 0 Room and Board 611310 22497182 22497182 0 0 Off-Campus Programs 611310 5889726 5889726 0 0 Athletics 611310 2470935 2317889 153046 0 3537418 3133403 7010 397005 195856816 1288563 0 4063 1284500 0 0 0 0 15942 0 0 15942 0 0 1649000 0 821885 0 827115 0 827115 0 0 827115 56139 58165 94391 -38252 0 -38252 0 221453854 195299755 164119 2486310 46355 46355 71231254 71231254 1904392 1904392 0 0 2759857 1132277 1402599 224981 0 0 0 0 50634097 37838286 11484127 1311684 3787376 2851086 845589 90701 9783947 6205075 3517448 61424 4364984 3205764 1037483 121737 0 0 0 0 252260 0 252260 0 91775 0 91775 0 0 0 0 0 0 0 53399 0 53399 0 14261006 11620346 2393304 247356 510200 242350 265286 2564 4196682 2336954 1828594 31134 1400511 10912 1389589 10 17853 21543 -3690 0 4339489 346221 3992811 457 3450885 2943451 414138 93296 0 0 0 0 4453046 2690303 1509130 253613 3407724 3628526 -220802 0 0 0 0 0 8303018 5180679 3122339 0 1178944 261270 902322 15352 Other Expenses 4314534 2769339 1517071 28124 Allocation of indirect expenses reported in column C -33875 14390663 -14518044 93506 0 194709713 170857046 21276728 2575939 20468 15246 34840011 35299233 13753452 12174600 2232028 1550012 11250 5250 0 0 4236427 5063604 0 0 1623668 1729034 326660149 86616156 215770281 240043993 13838602 14682943 154636338 152821857 0 0 0 0 2602171 1978965 443564696 465364737 9471542 11584607 0 0 8003466 7497375 96793025 94303291 0 0 0 0 0 0 0 0 8434723 7788628 122702756 121173901 X 165841639 184266072 68153933 67278504 86866368 92646260 320861940 344190836 443564696 465364737 26744141 -3415245 0 0 0 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 157888526 8848567 -674910 3041840 2136545 0 160883798 146971577 3194228 12058519 2722380 1613418 0 157888526 122153078 4658097 23013080 2422118 430560 0 146971577 109322725 3217045 12265872 1764450 888114 0 122153078 106192116 3075240 3299103 1847921 1395812 0 109322726 0.16 0.84 0 1 0 0 17424759 17424759 0 223789591 50421596 173367995 0 0 0 0 0 38702586 21444357 17258229 0 46743213 14750203 31993010 240043993 0 0 Private equity investments 3005491 F Beneficial interest in assets held by others 149816366 F 152821857 0 Annuities Payable 4927593 Advances from federal government for student loans 2861035 7788628 X 145242000 -3409224 287000 0 92370 -3029854 148271854 0 73182000 73182000 221453854 121915000 287000 0 0 100287 387287 121527713 0 73182000 73182000 194709713 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 06/30/2016 and 2015, the University recognized no interest and penalties. The University had not unrecognized tax benefits at 06/30/2016 and 2015. 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 include fundraising expenses included in Part VIII (94,391) & rounding Schedule D, Part XI, Line 4b Scholarships of $73,182,000 are included in the University's financial statements as contra-revenue. They are revenue and expense in the 990. Schedule D, Part XII, Line 2d other reconciling items include fundraising expenses included in Part VIII (94391) & rounding Schedule D, Part XII, Line 4b Scholarships of $73,182,000 are included in the University's financial statements as contra-revenue. They are revenue and expense in the 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.) 1 Europe (including Iceland and Greenland) 1 5 Program Services Study abroad programming for students 3590801 North America (including Canada and Mexico, but not the United States) 0 2 Program Services Study abroad programming for students 45698 East Asia and the Pacific 0 1 Program Services Study abroad programming for students 811184 1 8 4447683 Scholarships for tuition, fees, and room & board Europe (including Iceland and Greenland) 87 1547814 Credit to student account 0 Scholarships for tuition, fees, and room & board East Asia and the Pacific 22 356578 Credit to student account 0 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 student's 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. UP Invitational Golf Tournament 50425 40525 9900 0 1600 23101 231 0 1860 Alumni Golf Tournament 16520 4500 12020 0 1513 15500 10105 0 232 2 47359 13140 34219 0 637 24434 13636 0 1542 114304 58165 56139 0 3750 63035 23972 0 3634 94391 -38252 1 Alliance for Nonprofit Management 12 Middlesex Road 67061 Chestnut Hill MA 02467 522089750 501 (c) (3) 7500 0 0 0 General support 1 0 Scholarships from institutional funds for tuition, fees, and room & board 3798 69020997 0 0 Scholarships from annual donations for tuition, fees, and room & board 263 810559 0 Scholarships from endowed donations for tuition, fees, and room & board 609 2962885 0 Scholarships from institutional match of government funds for tuition, fees, and room & board 236 444086 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 X 1 1 X X X 1 0 0 0 0 0 0 0 0 Eric Reveno Men's Basketball Coach 400942 0 27000 0 9548 0 29150 0 22013 0 488653 0 0 0 Mojtaba Takallou Associate Professor 91053 0 0 0 102032 0 21787 0 21089 0 235961 0 0 0 Brian Adams Professor 163423 0 0 0 5517 0 18461 0 20651 0 208052 0 0 0 J Bryce Strang Sr Assoc VP for Development 154964 0 0 0 5801 0 18275 0 20789 0 199829 0 0 0 Bahram Adrangi Professor 145958 0 0 0 14670 0 16251 0 13230 0 190109 0 0 0 Robin Anderson Dean - Pamplin School of Business 233376 0 0 0 4902 0 26032 0 15035 0 279345 0 0 0 Sharon Jones Dean - Shiley School of Engineering 188073 0 0 0 6494 0 20688 0 32570 0 247825 0 0 0 Michael Andrews Dean - College of Arts and Sciences 177980 0 0 0 6494 0 19776 0 3705 0 207955 0 0 0 Scott Leykam Athletic Director 170741 0 0 0 12988 0 19718 0 19698 0 223145 0 0 0 John Watzke Dean - School of Education 167932 0 0 0 2400 0 18776 0 19154 0 208262 0 0 0 Joane Moceri Dean - School of Nursing 150958 0 0 0 3 0 16775 0 13310 0 181046 0 0 0 Alan Timmins Vice President - Financial Affairs 201875 0 0 0 67253 0 22316 0 3019 0 294463 0 0 0 Thomas Greene Provost 192850 0 0 0 23483 0 21214 0 572 0 238119 0 0 0 Laura Kelley Vice President - University Relations 160375 0 0 0 41475 0 21442 0 1689 0 224981 0 0 0 James Ravelli Vice President - University Operations 186216 0 0 0 3904 0 20790 0 8328 0 219238 0 0 0 Rev Mark L Poorman CSC President 325000 0 0 0 11410 0 29150 0 43799 0 409359 0 0 0 Rev Gerard Olinger CSC Vice President - University Relations 151500 0 0 0 48530 0 16665 0 20940 0 237635 0 0 0 Zia Yamayee Professor 132228 0 0 0 653 0 14643 0 7205 0 154729 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 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 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 instances 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. Schedule J, Part I, Line 4 Eric Reveno - Head Coach - Men's Basketball Severance $309,375.00 A State of Oregon-Oregon Facilities Authority 936001787 00068608J 2007-12-20 86727005 See Part VI 1 0 0 B State of Oregon-Oregon Facilities Authority 936001787 00068608J 2015-05-20 69645000 See Part VI 0 0 0 A 17665000 69062005 86727005 0 0 0 1031436 0 0 47003879 0 0 2010 0 1 1 1 B 0 0 75168482 0 0 49510145 606991 0 0 11372128 0 13679218 0 1 0 1 A 0 1 0 0 0.001 0 0.001 0 0 0 B 0 1 0 0 0.001 0 0.001 0 0 0 A 0 0 0 1 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 0 B 0 Schedule K, Part I, Column e-12/20/2007 86,727,005 State of Oregon Oregon Facilities Authority Part I Column (e) reports an accurate issuance price of $86,727,005. The instructions for column (e) say to report the amount listed on Row 21 of Form 8038, which erroneously lists an issue price of $87,727,005. Row 18 of the Form 8038 reflects the correct issue price. Schedule K, Part I, Column f-12/20/2007 86,727,005 State of Oregon Oregon Facilities Authority Description of purpose of tax-exempt bond: Land acquisition and building projects - $47,003,879; Bond issuance costs - $1,031,436; Reserve fund - $6,108,863; Refunding of 1997 and 2000 issues - $32,582,827. 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-12/20/2007 86,727,005 State of Oregon Oregon Facilities Authority 12/20/2012 Sharon Jones Key Employee Home Loan X 15000 4000 0 0 1 Michael Andrews Key Employee Home Loan X 15000 1250 0 0 1 5250 Regence Blue Cross Blue Shield of Oregon Relationship with Mark Ganz, Trustee 724849 Student Insurance Services 0 Christopher Greene Family member of Thomas Greene, Provost 30084 Employee of UP 0 Schedule L, Part II The University provides an Employee Home Loan Program to assist employees in purchasing a home in the neighborhoods surrounding campus. The program is meant to help recruit and retain employees, as well as assist them in creating healthier lifestyles. It is available with identical terms to all full-time employees in good standing after a probationary period. One sixtieth of the loan amount is forgiven each month for five years while the employee remains employed and maintains the home as their primary residence. Monthly forgiveness is treated as taxable income with all necessary withholding and reporting. As of 6/30/2016, total employee home loans of $279,026.50 were outstanding, of which $5,250 pertained to individuals reportable in Part VII or Schedule J. X 1 1200 Cost of materials X 3 $1 X 17736 Retail Price X 45 6943512 Market Quote X 3 4550000 Appraisal X 8 1620 Retail Price X Other: Travel 5 4504 Retail prices X Other: Auto Lease 2 6549 Market Rate X Other: Instructional Equipment 7 509 Retail Prices 2 0 1 1 Schedule M, Part I "$1" - 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 gifts of marketable securities. Such sales occurred in the tax year Form 990, Part VI, Section A, Line 7a The bylaws grant 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 2015. 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 salary is compared with 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. 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 (17) 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 1 0 Friends of Saturday Academy a-iv 18000 Actual receipt of Cash