UNIVERSITY OF PORTLAND: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF PORTLAND (EIN 93-0401259)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-03-09
- IRS object ID
- 201520689349300347
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-09T12:21:57-07:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930401259 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF PORTLAND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5039437337 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 N Willamette Blvd | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 972035798 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Alan P Timmins | PersonNm |
| Person Title | VP for Financial Affairs | PersonTitleTxt |
| Phone | 5039437507 | PhoneNum |
| Signature | 2015-03-09 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Rev Mark Poorman | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 N Willamette Blvd | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 97203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $205,897,625 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.up.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1935 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | The University of Portland, an independently governed Catholic university guided by the Congregation of Holy Cross, addresses significant questions of human concern through interdisciplinary studies of the arts, sciences, and humanities and through studies in majors and professional programs at the undergraduate and graduate levels. As a diverse community of scholars dedicated to excellence and innovation, we pursue teaching and learning, faith and formation, leadership and service in the classroom, residence halls, and all activities of campus life. Because we value the development of the entire person, the university honors faith and reason as ways of knowing, promotes ethical reflection, and prepares people who respond to the needs of the world and its human family. | ActivityOrMissionDesc |
| Voting Members Governing Body | 50 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 47 | VotingMembersIndependentCnt |
| Total Employee | 2816 | TotalEmployeeCnt |
| Total Volunteers | 48 | TotalVolunteersCnt |
| Total Gross UBI | $179,666 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,090 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,600,216 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,843,725 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $157,184,485 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $168,559,534 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,036,123 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,696,220 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$29,864 | PYOtherRevenueAmt |
| CY Other Revenue | -$38,786 | CYOtherRevenueAmt |
| PY Total Revenue | $176,790,960 | PYTotalRevenueAmt |
| CY Total Revenue | $189,060,693 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $59,057,412 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $64,491,879 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $62,838,729 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $63,502,456 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,482,515 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $41,209,287 | PYOtherExpensesAmt |
| CY Other Expenses | $42,697,132 | CYOtherExpensesAmt |
| PY Total Expenses | $163,105,428 | PYTotalExpensesAmt |
| CY Total Expenses | $170,691,467 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,685,532 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,369,226 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $360,241,679 | TotalAssetsBOYAmt |
| Total Assets EOY | $394,564,941 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $97,966,679 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $95,865,144 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $262,275,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $298,699,797 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The University of Portland, an independently governed Catholic university guided by the Congregation of Holy Cross, addresses significant questions of human concern through interdisciplinary studies of the arts, sciences, and humanities and through studies in majors and professional programs at the undergraduate and graduate levels. As a diverse community of scholars dedicated to excellence and innovation, we pursue teaching and learning, faith and formation, leadership and service in the 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $64,313,034 | ExpenseAmt |
| Grant | $64,313,034 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $44,422,757 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $143,857,987 | RevenueAmt |
| Desc | Postsecondary Education: The primary mission of the University of Portland is education. 4,169 students were enrolled in 2013-14 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $27,365,519 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $24,320,186 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $9,651,339 | $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. |
| $4,149,804 | $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. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $13,801,143 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $149,902,453 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 187 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2816 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | AU | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 50 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 47 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Alan P Timmins | PersonNm |
| Phone | 5039437507 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 N Willamette Blvd | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 972035798 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (70 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Mr Joseph B Allegretti | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Rev Jeffrey L Allison CSC | ||||||||||
| Trustee | 40 | 0 | Yes (X) | $39,270 | $0 | $9,209 | ||||
| Mr Thomas D Arndorfer | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Richard Baek | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Ralph G Bliquez | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr John G Block | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Mary R Boyle | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Nancy K Bryant | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Annie T Buell | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Ms Catherine David Buley | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Ms Sarah N Carroll | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Matthew W Chapman | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Earle M Chiles | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Kevin M Cooper | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Russell E Danielson | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Frank D Dulcich | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Ms Amy Dundon-Berchtold | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Rev Carl F Ebey CSC | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Patrick J Fennessy | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Robert W Franz | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Mark B Ganz | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Rev Peter A Jarret CSC | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Ms Patricia K Johnson | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Charles Keller | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Kasey Keller | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Patrick H Kessi | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Rev James R Lackenmier CSC | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Keith R Larson | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Rev William Lies CSC | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr D Allen Lund | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Rev Edward A Malloy CSC | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Ralph Miller | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Timothy J Morgan | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr James P Murphy | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Rev Thomas O'Hara CSC | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr James T Price | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Larree M Renda | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Dr Don V Romanaggi | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Rev John Ryan CSC | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Stephen L Shepard | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Ms Milann Siegfried | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Ms Darlene Shiley | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Karl A Smith | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Edwin A Sweo | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Ms Kay Dean Toran | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Ted R Winnowski | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Eugene J Wizer | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Darryl P Wong | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Dr Carolyn Y Woo | ||||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Rev William Beauchamp CSC | ||||||||||
| President | 40 | 0 | Yes (X) | $329,996 | $0 | $70,933 | Yes (X) | |||
| Mr Thomas Greene | ||||||||||
| Provost | 40 | 0 | $201,556 | $0 | $21,554 | Yes (X) | ||||
| Rev Mark Poorman CSC | ||||||||||
| Executive Vice President | 40 | 0 | $192,998 | $0 | $40,282 | Yes (X) | ||||
| Rev Gerard Olinger CSC | ||||||||||
| Vice President - Student Affairs | 40 | 0 | $189,772 | $0 | $35,935 | Yes (X) | ||||
| Mr Alan Timmins | ||||||||||
| Vice President - Financial Affairs | 40 | 0 | $183,341 | $0 | $9,741 | Yes (X) | ||||
| Mr James Ravelli | ||||||||||
| Vice President - University Operations | 40 | 0 | $176,352 | $0 | $28,761 | Yes (X) | ||||
| Ms Laurie Kelley | ||||||||||
| Vice President - University Relations | 40 | 0 | $129,806 | $0 | $16,118 | Yes (X) | ||||
| Mr Michael Andrews | ||||||||||
| Dean - College of Arts and Sciences | 40 | 0 | $179,773 | $0 | $27,006 | Yes (X) | ||||
| Mr John Watzke | ||||||||||
| Dean - School of Education | 40 | 1 | $163,030 | $0 | $34,897 | Yes (X) | ||||
| Mr Robin Anderson | ||||||||||
| Dean - Pamplin School of Business | 40 | 0 | $225,901 | $0 | $42,668 | Yes (X) | ||||
| Ms Sharon Jones | ||||||||||
| Dean - Shiley School of Engineering | 40 | 0 | $188,270 | $0 | $61,711 | Yes (X) | ||||
| Ms Joanne Warner | ||||||||||
| Dean - School of Nursing | 40 | 0 | $161,766 | $0 | $29,401 | Yes (X) | ||||
| Mr Eric Reveno | ||||||||||
| Men's Basketball Coach | 40 | 0 | $422,552 | $0 | $45,490 | Yes (X) | ||||
| Mr Mojtaba Takallou | ||||||||||
| Associate Professor | 40 | 0 | $198,761 | $0 | $40,897 | Yes (X) | ||||
| Mr Scott Leykam | ||||||||||
| Athletic Director | 40 | 0 | $176,654 | $0 | $17,776 | Yes (X) | ||||
| Mr Arjun Chatrath | ||||||||||
| Professor | 40 | 0 | $168,064 | $0 | $30,139 | Yes (X) | ||||
| Mr Bahram Adrangi | ||||||||||
| Professor | 40 | 0 | $164,898 | $0 | $29,374 | Yes (X) | ||||
| Mr Brian Adams | ||||||||||
| Associate Professor | 40 | 0 | $164,019 | $0 | $37,359 | Yes (X) | ||||
| Mr Zia Yamayee | ||||||||||
| Vassallo Distinguished Professor | 40 | 0 | $129,570 | $0 | $20,944 | Yes (X) | ||||
| Mr John Goldrick | ||||||||||
| University Relations Sp. Asst. | 40 | 0 | $101,185 | $0 | $25,755 | Yes (X) | ||||
| Mr James Lyons | ||||||||||
| Former Vice President - University Relations | 40 | 0 | $135,457 | $0 | $28,135 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,022,991 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $704,085 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 67 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Bon Appetit Management Co | |||||
| 100 Hamilton Ave Ste 400 | Palo Alto | CA | 94301 | Food Services | $7,496,874 |
| Todd Construction Inc | |||||
| PO Box 949 | Tualatin | OR | 97062 | Construction | $2,325,802 |
| ThreeSixty Architecture | |||||
| 300 W 22nd St | Kansas City | MO | 641081938 | Architectural Services | $1,880,362 |
| Royall & Company | |||||
| 1920 E Parham Rd | Richmond | VA | 23228 | Marketing Services | $651,310 |
| Marsh USA Inc | |||||
| PO Box 846112 | Dallas | TX | 752846112 | Insurance Brokerage | $436,819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 36 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $250,378 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $1,086,445 | GovernmentGrantsAmt |
| All Other Contributions | $12,506,902 | AllOtherContributionsAmt |
| Noncash Contributions | $1,836,738 | NoncashContributionsAmt |
| Total Contributions | $13,843,725 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Tuition and Fees | 611310 | $137,468,395 | $137,468,395 | $0 | $0 |
| Room and Board | 611310 | $20,058,698 | $20,058,698 | $0 | $0 |
| Off-Campus Programs | 611310 | $6,389,592 | $6,389,592 | $0 | $0 |
| Athletics | 611310 | $2,150,756 | $1,976,501 | $174,255 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,492,093 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,305,058 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $7,343 | UnrelatedBusinessRevenueAmt |
| Exclusion | $179,692 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $168,559,534 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,832,394 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$1,932 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,834,326 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,623 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $78,623 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,952 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $20,952 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,473,000 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,687,797 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,785,203 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,785,203 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,785,203 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $87,397 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $123,678 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $148,205 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$60,808 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$60,808 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $2,000 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $930 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,070 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,070 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $189,060,693 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $168,198,244 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $179,666 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,839,058 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,845 | TotalAmt |
| Program Services | $178,845 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,634,925 | TotalAmt |
| Program Services | $62,634,925 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,678,109 | TotalAmt |
| Program Services | $1,678,109 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,641,152 | TotalAmt |
| Program Services | $1,121,452 | ProgramServicesAmt |
| Management And General | $1,370,767 | ManagementAndGeneralAmt |
| Fundraising | $148,933 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,221,502 | TotalAmt |
| Program Services | $33,386,957 | ProgramServicesAmt |
| Management And General | $10,537,012 | ManagementAndGeneralAmt |
| Fundraising | $1,297,533 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,480,308 | TotalAmt |
| Program Services | $2,620,320 | ProgramServicesAmt |
| Management And General | $769,822 | ManagementAndGeneralAmt |
| Fundraising | $90,166 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,263,806 | TotalAmt |
| Program Services | $5,367,446 | ProgramServicesAmt |
| Management And General | $2,771,377 | ManagementAndGeneralAmt |
| Fundraising | $124,983 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,895,688 | TotalAmt |
| Program Services | $2,860,997 | ProgramServicesAmt |
| Management And General | $925,408 | ManagementAndGeneralAmt |
| Fundraising | $109,283 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,825 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $165,825 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,050 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $93,050 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,415 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $102,415 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,560,659 | TotalAmt |
| Program Services | $10,469,036 | ProgramServicesAmt |
| Management And General | $1,887,139 | ManagementAndGeneralAmt |
| Fundraising | $204,484 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $563,208 | TotalAmt |
| Program Services | $191,083 | ProgramServicesAmt |
| Management And General | $362,898 | ManagementAndGeneralAmt |
| Fundraising | $9,227 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,705,225 | TotalAmt |
| Program Services | $1,837,573 | ProgramServicesAmt |
| Management And General | $1,843,379 | ManagementAndGeneralAmt |
| Fundraising | $24,273 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,210,437 | TotalAmt |
| Program Services | $28,269 | ProgramServicesAmt |
| Management And General | $1,182,023 | ManagementAndGeneralAmt |
| Fundraising | $145 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,423 | TotalAmt |
| Program Services | $38,942 | ProgramServicesAmt |
| Management And General | -$3,519 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,256,665 | TotalAmt |
| Program Services | $524,054 | ProgramServicesAmt |
| Management And General | $3,732,422 | ManagementAndGeneralAmt |
| Fundraising | $189 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,531,677 | TotalAmt |
| Program Services | $2,697,214 | ProgramServicesAmt |
| Management And General | $687,337 | ManagementAndGeneralAmt |
| Fundraising | $147,126 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,997,955 | TotalAmt |
| Program Services | $1,829,949 | ProgramServicesAmt |
| Management And General | $1,043,636 | ManagementAndGeneralAmt |
| Fundraising | $124,370 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,202,031 | TotalAmt |
| Program Services | $3,549,330 | ProgramServicesAmt |
| Management And General | -$347,299 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,674,278 | TotalAmt |
| Program Services | $4,173,897 | ProgramServicesAmt |
| Management And General | $2,500,381 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $991,934 | TotalAmt |
| Program Services | $187,395 | ProgramServicesAmt |
| Management And General | $733,245 | ManagementAndGeneralAmt |
| Fundraising | $71,294 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Unrelated business income taxes | $6,000 | $0 | $6,000 | $0 |
| Allocation of indirect expenses reported in column C | -$125,338 | $12,581,535 | -$12,796,553 | $89,680 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,725,688 | TotalAmt |
| Program Services | $1,945,125 | ProgramServicesAmt |
| Management And General | $739,734 | ManagementAndGeneralAmt |
| Fundraising | $40,829 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,691,467 | TotalAmt |
| Program Services | $149,902,453 | ProgramServicesAmt |
| Management And General | $18,306,499 | ManagementAndGeneralAmt |
| Fundraising | $2,482,515 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,045 | BOYAmt |
| EOY | $27,286 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,990,530 | BOYAmt |
| EOY | $16,169,130 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,573,848 | BOYAmt |
| EOY | $10,564,394 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,330,821 | BOYAmt |
| EOY | $2,517,423 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,250 | BOYAmt |
| EOY | $17,250 | 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 | $3,518,446 | BOYAmt |
| EOY | $4,052,986 | 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 | $639,549 | BOYAmt |
| EOY | $1,772,072 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $268,197,273 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $76,708,021 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,723,003 | BOYAmt |
| EOY | $191,489,252 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,443,633 | BOYAmt |
| EOY | $22,986,446 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,032,367 | BOYAmt |
| EOY | $143,189,554 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $1,951,187 | BOYAmt |
| EOY | $1,779,148 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,241,679 | BOYAmt |
| EOY | $394,564,941 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,341,704 | BOYAmt |
| EOY | $7,658,311 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,584,528 | BOYAmt |
| EOY | $8,015,133 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,136,398 | BOYAmt |
| EOY | $71,629,924 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,904,049 | BOYAmt |
| EOY | $8,561,776 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,966,679 | BOYAmt |
| EOY | $95,865,144 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,323,000 | BOYAmt |
| EOY | $152,053,945 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,896,000 | BOYAmt |
| EOY | $63,180,066 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,056,000 | BOYAmt |
| EOY | $83,465,786 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,275,000 | BOYAmt |
| EOY | $298,699,797 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,241,679 | BOYAmt |
| EOY | $394,564,941 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $18,369,226 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $18,055,571 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $122,153,078 | BeginningYearBalanceAmt |
| Contributions | $4,658,097 | ContributionsAmt |
| Investment Earnings Or Losses | $23,013,080 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,422,118 | GrantsOrScholarshipsAmt |
| Other Expenditures | $430,560 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $146,971,577 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $109,322,725 | BeginningYearBalanceAmt |
| Contributions | $3,217,045 | ContributionsAmt |
| Investment Earnings Or Losses | $12,265,872 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,764,450 | GrantsOrScholarshipsAmt |
| Other Expenditures | $888,114 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $122,153,078 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $106,192,116 | BeginningYearBalanceAmt |
| Contributions | $3,075,240 | ContributionsAmt |
| Investment Earnings Or Losses | $3,299,103 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,847,921 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,395,812 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $109,322,726 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $87,175,501 | BeginningYearBalanceAmt |
| Contributions | $6,984,145 | ContributionsAmt |
| Investment Earnings Or Losses | $15,651,172 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,968,252 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,650,450 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $106,192,116 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,082,444 | BeginningYearBalanceAmt |
| Contributions | $4,788,487 | ContributionsAmt |
| Investment Earnings Or Losses | $11,472,608 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,732,782 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,435,256 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $87,175,501 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.17 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.83 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $16,772,497 | OtherCostOrOtherBasisAmt |
| Book Value | $16,772,497 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $195,306,775 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,712,809 | DepreciationAmt |
| Book Value | $151,593,966 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $29,454,535 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,672,182 | DepreciationAmt |
| Book Value | $9,782,353 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $26,663,466 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,323,030 | DepreciationAmt |
| Book Value | $13,340,436 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $191,489,252 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Private equity investments | $4,350,360 | F |
| Beneficial interest in assets held by others | $138,839,194 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $143,189,554 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Annuities payable | $5,646,836 |
| Advances from federal government for student loans | $2,914,940 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,561,776 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $143,218,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $18,053,640 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $267,600 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $149,067 | OtherRevenueAmt |
| Revenue Not Reported | $18,470,307 | RevenueNotReportedAmt |
| Revenue Subtotal | $124,747,693 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $64,313,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $64,313,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $189,060,693 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $106,793,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $267,600 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $146,933 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $414,533 | ExpensesNotReportedAmt |
| Expenses Subtotal | $106,378,467 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $64,313,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $64,313,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $170,691,467 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 3a(i) | The University invests most of its endowment with a religious affiliate that shares the University's Catholic ministry and 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 XI, Line 2d | Other reconciling items include fundraising expenses included in Part VIII (148,205), gaming expenses included in part VIII (1,070), and rounding. |
| Schedule D, Part XI, Line 4b | Scholarships of $64,313,000 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 (148,205), gaming expenses included in Part VIII (1,070) and rounding. |
| Schedule D, Part XII, Line 4b | Scholarships of $64,313,000 are included in the University's financial statements as contra-revenue. They are revenue and expense in the 990. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | To supplement its nondiscriminatory practices, the University publishes annually an advertisement of its nondiscriminatory policy in the primary regional newspaper. The policy is featured on the University's website and in public communications as described in Line 2. |
| Schedule E, Part I, Line 6 | The University participates in a variety of federal and state student grant and aid programs, including Pell Grants, Academic Competitiveness Grants, SMART Grants, Supplemental Educational Opportunity Grants, and Oregon Opportunity Grants. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (including Iceland and Greenland) | 1 | 6 | Program Services | Study abroad programming | $3,608,943 |
| North America (including Canada and Mexico, but not the United States) | 0 | 2 | Program Services | Study abroad programming | $109,823 |
| East Asia and the Pacific | 0 | 1 | Program Services | Study abroad programming | $925,683 |
| South America | 0 | 0 | Program Services | Study abroad programming | $44,945 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Spent | $4,689,394 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|---|
| Scholarships for tuition, fees, and room & board | Europe (including Iceland and Greenland) | 82 | $1,330,560 | Credit to student account | $0 |
| Scholarships for tuition, fees, and room & board | East Asia and the Pacific | 20 | $310,043 | Credit to student account | $0 |
| Scholarships for tuition, fees, and room & board | South America | 2 | $37,506 | Credit to student account | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf Tournament | NameOfEvent1Amt |
| Gross Receipts Event1 | $55,415 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $36,750 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $18,665 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $1,000 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $8,257 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $14,768 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $7,100 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Golf Tournament | NameOfEvent2Amt |
| Gross Receipts Event2 | $34,875 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $20,600 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $14,275 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $740 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $23,166 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $11,867 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $892 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $247,485 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $193,028 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $54,457 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $189 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $37,713 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $17,674 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $2,341 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $22,497 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $337,775 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $250,378 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $87,397 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $1,929 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $69,136 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $44,309 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,341 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $30,489 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $148,204 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$60,807 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Congregation of Holy Cross US Province Inc | ||||||||
| PO Box 774 | Notre Dame | IN | 46556 | 320344245 | 501(c)(3) | $100,000 | $0 | General support |
| Macdonald Center | ||||||||
| 121 NW Sixth Avenue | Portland | OR | 97209 | 931060938 | 501(c)(3) | $14,700 | $0 | General support |
| Fulcrum Foundation | ||||||||
| 710 Ninth Avenue | Seattle | WA | 98104 | 161616262 | 501(c)(3) | $8,000 | $0 | Event sponsorship |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| Scholarships from institutional funds for tuition, fees, and room & board | 3583 | $59,061,453 | $0 |
| Scholarships from annual donations for tuition, fees, and room & board | 195 | $860,225 | $0 |
| Scholarships from endowed donations for tuition, fees, and room & board | 532 | $2,289,407 | $0 |
| Scholarships from institutional match of government funds for tuition, fees, and room & board | 223 | $423,840 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Scholarships and grants are distributed to students by posting the funds 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Rev William Beauchamp CSC | ||||||||||||||
| President | $312,500 | $0 | $0 | $0 | $17,496 | $0 | $28,050 | $0 | $42,883 | $0 | $400,929 | $0 | $0 | $0 |
| Mr Thomas Greene | ||||||||||||||
| Provost | $182,167 | $0 | $0 | $0 | $19,389 | $0 | $20,982 | $0 | $572 | $0 | $223,110 | $0 | $0 | |
| Rev Mark Poorman CSC | ||||||||||||||
| Executive Vice President | $183,000 | $0 | $0 | $0 | $9,998 | $0 | $20,130 | $0 | $20,152 | $0 | $233,280 | $0 | $0 | $0 |
| Rev Gerard Olinger CSC | ||||||||||||||
| Vice President - Student Affairs | $144,500 | $0 | $0 | $0 | $45,272 | $0 | $15,895 | $0 | $20,040 | $0 | $225,707 | $0 | $0 | $0 |
| Mr Alan Timmins | ||||||||||||||
| Vice President - Financial Affairs | $179,900 | $0 | $0 | $0 | $3,441 | $0 | $6,747 | $0 | $2,994 | $0 | $193,082 | $0 | $0 | $0 |
| Mr James Ravelli | ||||||||||||||
| Vice President - University Operations | $174,500 | $0 | $0 | $0 | $1,852 | $0 | $19,910 | $0 | $8,851 | $0 | $205,113 | $0 | $0 | $0 |
| Ms Laurie Kelley | ||||||||||||||
| Vice President - University Relations | $126,688 | $0 | $0 | $0 | $3,118 | $0 | $13,936 | $0 | $2,183 | $0 | $145,925 | $0 | $0 | $0 |
| Mr Michael Andrews | ||||||||||||||
| Dean - College of Arts and Sciences | $174,234 | $0 | $0 | $0 | $5,540 | $0 | $19,250 | $0 | $7,756 | $0 | $206,780 | $0 | $0 | $0 |
| Mr John Watzke | ||||||||||||||
| Dean - School of Education | $161,996 | $0 | $0 | $0 | $1,034 | $0 | $18,065 | $0 | $16,833 | $0 | $197,928 | $0 | $0 | $0 |
| Mr Robin Anderson | ||||||||||||||
| Dean - Pamplin School of Business | $220,857 | $0 | $0 | $0 | $5,044 | $0 | $25,117 | $0 | $17,552 | $0 | $268,570 | $0 | $0 | $0 |
| Ms Sharon Jones | ||||||||||||||
| Dean - Shiley School of Engineering | $181,855 | $0 | $0 | $0 | $6,415 | $0 | $20,004 | $0 | $41,707 | $0 | $249,981 | $0 | $0 | $0 |
| Ms Joanne Warner | ||||||||||||||
| Dean - School of Nursing | $160,418 | $0 | $0 | $0 | $1,348 | $0 | $18,286 | $0 | $11,115 | $0 | $191,167 | $0 | $0 | $0 |
| Mr Eric Reveno | ||||||||||||||
| Men's Basketball Coach | $385,274 | $0 | $26,000 | $0 | $11,278 | $0 | $28,050 | $0 | $17,440 | $0 | $468,042 | $0 | $0 | $0 |
| Mr Mojtaba Takallou | ||||||||||||||
| Associate Professor | $96,408 | $0 | $0 | $0 | $102,354 | $0 | $22,281 | $0 | $18,616 | $0 | $239,659 | $0 | $0 | $0 |
| Mr Scott Leykam | ||||||||||||||
| Athletic Director | $168,624 | $0 | $0 | $0 | $8,030 | $0 | $0 | $0 | $17,776 | $0 | $194,430 | $0 | $0 | $0 |
| Mr Arjun Chatrath | ||||||||||||||
| Professor | $164,684 | $0 | $0 | $0 | $3,380 | $0 | $18,408 | $0 | $11,730 | $0 | $198,202 | $0 | $0 | $0 |
| Mr Bahram Adrangi | ||||||||||||||
| Professor | $144,804 | $0 | $0 | $0 | $20,093 | $0 | $17,045 | $0 | $12,329 | $0 | $194,271 | $0 | $0 | $0 |
| Mr Brian Adams | ||||||||||||||
| Associate Professor | $146,150 | $0 | $0 | $0 | $17,869 | $0 | $18,100 | $0 | $19,258 | $0 | $201,377 | $0 | $0 | $0 |
| Mr Zia Yamayee | ||||||||||||||
| Vassallo Distinguished Professor | $129,197 | $0 | $0 | $0 | $373 | $0 | $14,290 | $0 | $6,655 | $0 | $150,515 | $0 | $0 | $0 |
| Mr John Goldrick | ||||||||||||||
| Executive Assistant | $101,185 | $0 | $0 | $0 | $0 | $0 | $11,553 | $0 | $14,202 | $0 | $126,940 | $0 | $0 | $0 |
| Mr James Lyons | ||||||||||||||
| Former Vice President - University Relations | $118,844 | $0 | $0 | $0 | $16,225 | $0 | $14,424 | $0 | $13,711 | $0 | $163,204 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| Schedule J, Part I, Line 3 | For compensation review procedures see note in Schedule O for Part VI, Section B, Line 15. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | State of Oregon-Oregon Facilities Authority | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 936001787 | BondIssuerEIN |
| CUSIP | 00068608J | CUSIPNum |
| Bond Issued | 2007-12-20 | BondIssuedDt |
| Issue Price | $86,727,005 | IssuePriceAmt |
| Purpose | See Part VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $10,170,000 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $86,727,005 | TotalProceedsAmt |
| In Reserve Fund | $6,102,033 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $32,582,827 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $1,031,436 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $47,003,879 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2010 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | Yes (1) | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (1) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.001 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.001 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 IV, Line 2c-12/20/2007 86,727,005 State of Oregon Oregon Facilities Authority | Rebate computation last performed December 20, 2012. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| Sharon Jones | |||||||
| Key employee | Home loan | Yes (X) | $15,000 | $10,000 | 0 | 0 | Yes (1) |
| Michael Andrews | |||||||
| Key employee | Home loan | Yes (X) | $15,000 | $7,250 | 0 | 0 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $17,250 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Christopher Greene | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family member of Officer | RelationshipDescriptionTxt |
| Transaction | $34,183 | TransactionAmt |
| Transaction | Employment | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part II | FormAndLineReferenceDesc |
| Explanation | 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 6/30/2014, total employee home loans of $333,312 were outstanding, of which $17,250 pertained to individuals reportable in Part VII or Schedule J. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $39,002 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal, $1 | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | $1 | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 55 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,751,011 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market quote | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $221 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Retail price | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | $1 | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Furniture | 3 | $35,117 | Retail price |
| Yes (X) | Auto lease | 2 | $5,897 | Market rate |
| Yes (X) | Airfare | 1 | $5,148 | Retail price |
| Yes (X) | Musical Instruments | 1 | $335 | Retail price |
| Yes (X) | Instructional Equipment | 2 | $2 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I, Line 1 | "$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. No such third parties were used in the report year. The University also uses licensed brokers to sell gifts of marketable securities. Such sales occurred in the tax year. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2014. 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. |
| Form 990, Part VII, Section A, Line 1a | Rev Jeffrey L Allison CSC was employed by the University as a Graduation and Degree Audit Coordinator. All of Fr. Allison's compensation listed in Part VII was related to his employment; he received no compensation connected to his membership on the Board of Regents. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Northwest Academic Computing Consortium Inc | |||||||||||
| 3203 SE Woodstock Blvd Suite 326 | Portland | OR | 97202 | 841172799 | Foster academic technology | OR | 501(c)(3) | 11 Type I | N/A | 0 | |
| Friends of Saturday Academy | |||||||||||
| 5000 N Willamette Blvd | Portland | OR | 97203 | 203770321 | Education | OR | 501(c)(3) | 9 | Yes (1) | University of Portland | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable remainder trust (16) | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 N Willamette Blvd | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 97203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Charitable trust | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Friends of Saturday Academy | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | a-iv | TransactionTypeTxt |
| Involved | $18,000 | InvolvedAmt |
| Method Of Amount Determination | Cash | MethodOfAmountDeterminationTxt |
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