PORTLAND STATE UNIVERSITY FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PORTLAND STATE UNIVERSITY FOUNDATION (EIN 93-0619733)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-14
- IRS object ID
- 201420459349301982
- Schema version
- 2012v2.3
- 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 C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-14T13:55:38-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1918 Eighth Avenue Suite 2900 | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 98101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930619733 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Portland State University Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % REBECCA HEIN | InCareOfName |
| Name Control | PORT | NameControl |
| Phone | 5037254911 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2125 SW FOURTH AVENUE | AddressLine1 |
| Address Line2 | Suite 510 | AddressLine2 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | REBECCA HEIN | Name |
| Title | CFO | Title |
| Phone | 5037255881 | Phone |
| Date Signed | 2014-02-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2069134000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | REBECCA HEIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2125 SW FOURTH AVENUE Ste 510 | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 97201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 30841204 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FOUNDATION.PDX.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1963 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | THE PURPOSE AND MISSION OF THE FOUNDATION IS TO ENHANCE THE DEVELOPMENT OF PORTLAND STATE UNIVERSITY THROUGH OUR RELATIONSHIPS, RESOURCES, AND GUIDANCE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 31 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 31 | NbrIndependentVotingMembers |
| Total Nbr Employees | 17 | TotalNbrEmployees |
| Total Nbr Volunteers | 16 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 15924561 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 19202989 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7575143 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7707781 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3072594 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3105230 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 14240 | OtherRevenuePriorYear |
| Other Revenue Current Year | -116022 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 26586538 | TotalRevenuePriorYear |
| Total Revenue Current Year | 29899978 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 12087167 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 11705608 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1190791 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1256445 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 962314 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7171146 | OtherExpensePriorYear |
| Other Expenses Current Year | 7322675 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20449104 | TotalExpensesPriorYear |
| Total Expenses Current Year | 20284728 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 6137434 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 9615250 | RevenuesLessExpensesCY |
| Total Assets BOY | 107938910 | TotalAssetsBOY |
| Total Assets EOY | 119637388 | TotalAssetsEOY |
| Total Liabilities BOY | 48212186 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 49875602 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 59726724 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 69761786 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 18131098 | Expense |
| Grants | 11705608 | Grants |
| Revenue | 7707781 | Revenue |
| Description | THE FOUNDATION SUPPORTS PORTLAND STATE UNIVERSITY BY PROVIDING SCHOLARSHIPS, SUPPORTING FACULTY RESEARCH AND INSTRUCTION, ENHANCING FACILITIES, AND NURTURING NEW PROGRAMS. DURING THE YEAR ENDED JUNE 30, 2013, THE FOUNDATION AWARDED $12,420,385 TO THE UNIVERSITY; $1,805,353, FOR SCHOLARSHIPS & FELLOWSHIPS, $860,597 FOR CAPITAL PROJECTS, $9,046,213 FOR ACADEMIC SUPPORT, AND $708,222 FOR ADMINISTRATIVE SUPPORT. THE FOUNDATION ALSO MAKES AVAILABLE TO THE UNIVERSITY THE BROADWAY HOUSING PROJECT WHICH PROVIDES STUDENT HOUSING, CLASSROOMS AND ACADEMIC FACILITIES. | Description |
| Total Program Service Expense | 18131098 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 180 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 17 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 31 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 31 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | REBECCA HEIN | NamePerson |
| Telephone Number | 5037255881 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2125 SW FOURTH AVENUE SUITE 510 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97201 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Reportable Comp From OrganizationReportableCompFromOrganization | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| AZAM QAYUM | |||||||
| TRUSTEE | 2.0 | 1.0 | X | 0 | |||
| CARL TALTON | |||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | |||
| CORT O'HAVER | |||||||
| TRUSTEE | 2.0 | 0.0 | X | ||||
| DON MAZZIOTTI | |||||||
| TRUSTEE | 2.0 | 0.0 | X | ||||
| ERIK LAWRENCE | |||||||
| TRUSTEE | 2.0 | 0.0 | X | ||||
| GIL JIMENEZ | |||||||
| TRUSTEE | 2.0 | 0.0 | X | ||||
| JACK LOACKER | |||||||
| TRUSTEE | 2.0 | 0.0 | X | ||||
| JARED HOLUM | |||||||
| TRUSTEE | 2.0 | 0.0 | X | ||||
| JEFF REAVES | |||||||
| TRUSTEE | 2.0 | 0.0 | X | ||||
| KAY ABRAMOWITZ | |||||||
| TRUSTEE | 2.0 | 0.0 | X | ||||
| KEN THRASHER | |||||||
| TRUSTEE | 2.0 | 0.0 | X | ||||
| KIMBERLY COOPER | |||||||
| TRUSTEE | 2.0 | 0.0 | X | ||||
| KURT BRUUN | |||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |
| LINDA WILLIAMS | |||||||
| TRUSTEE | 2.0 | 0.0 | X | ||||
| MARK MILLER | |||||||
| TRUSTEE | 2.0 | 0.0 | X | ||||
| MARK ROSENBAUM | |||||||
| TRUSTEE | 2.0 | 0.0 | X | ||||
| MIKE MCKEEL | |||||||
| TRUSTEE | 2.0 | 0.0 | X | ||||
| PETER ANDREWS | |||||||
| TRUSTEE | 2.0 | 1.0 | X | ||||
| PETER STOTT | |||||||
| TRUSTEE | 2.0 | 0.0 | X | ||||
| RAY GUENTHER | |||||||
| TRUSTEE | 2.0 | 0.0 | X | ||||
| SENKA LENN | |||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |
| SKIP STANAWAY | |||||||
| TRUSTEE | 2.0 | 0.0 | X | ||||
| STEVE STADUM | |||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |
| SUSAN ALTERNMAN | |||||||
| TRUSTEE | 2.0 | 1.0 | X | 0 | 0 | 0 | |
| TAMMY NEITZKE | |||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |
| TOM IMESON | |||||||
| TRUSTEE | 2.0 | 0.0 | X | 0 | 0 | 0 | |
| ANNETTE MULEE | |||||||
| SECRETARY | 2.0 | 0.0 | X | 0 | 0 | X | |
| JON MITCHELL | |||||||
| CHAIR ELECT | 2.0 | 0.0 | X | 0 | 0 | X | |
| LES FAHEY | |||||||
| TREASURER | 2.0 | 0.0 | X | 0 | 0 | X | |
| PETE NICKERSON | |||||||
| BOARD CHAIR | 2.0 | 0.0 | X | 0 | 0 | X | |
| TOM FINK | |||||||
| IMMEDIATE PAST CHAIR | 2.0 | 0.0 | X | 0 | 0 | X | |
| PA 'TONY' LEINEWEBER | |||||||
| Executive Director | 40.0 | 1.0 | 148970 | 18149 | X | ||
| FRED GRANUM | |||||||
| CEO | 40.0 | 1.0 | 35010 | 4577 | X | ||
| REBECCA HEIN | |||||||
| CFO | 40.0 | 1.0 | 86572 | 19973 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 270552 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 42699 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | NONE | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Of Contractor | AddressOfContractor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 1037071 | FundraisingEvents |
| Government Grants | 13853 | GovernmentGrants |
| All Other Contributions | 18152065 | AllOtherContributions |
| Noncash Contributions | 854258 | NoncashContributions |
| Total Contributions | 19202989 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RENTAL INCOME | 532000 | 5628114 | 5628114 |
| CONTRACT SERVICE REVENUE | 541900 | 902849 | 902849 |
| OTHER PROGRAM SERVICE REVENUE | 900099 | 1176818 | 1176818 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7707781 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3125880 | TotalRevenueColumn |
| Exclusion | $3,125,880 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 478236 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 105764 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 372472 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 372472 | TotalRevenueColumn |
| Exclusion | $372,472 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 100033 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 120683 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -20650 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -20650 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 226285 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1037071 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 714779 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -488494 | TotalRevenueColumn |
| Exclusion | -$488,494 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29899978 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7707781 | RelatedOrExemptFunctionIncome |
| Exclusion | $3,009,858 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11705608 | Total |
| Program Services | 11705608 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 251716 | Total |
| Management And General | 239747 | ManagementAndGeneral |
| Fundraising | 11969 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 712061 | Total |
| Management And General | 457729 | ManagementAndGeneral |
| Fundraising | 254332 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65529 | Total |
| Management And General | 52681 | ManagementAndGeneral |
| Fundraising | 12848 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146616 | Total |
| Management And General | 115104 | ManagementAndGeneral |
| Fundraising | 31512 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80523 | Total |
| Management And General | 62104 | ManagementAndGeneral |
| Fundraising | 18419 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41359 | Total |
| Program Services | 4228 | ProgramServices |
| Management And General | 37131 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53000 | Total |
| Program Services | 11110 | ProgramServices |
| Management And General | 41890 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10 | Total |
| Fundraising | 10 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 255800 | Total |
| Management And General | 73815 | ManagementAndGeneral |
| Fundraising | 181985 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5234 | Total |
| Fundraising | 5234 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8873 | Total |
| Fundraising | 8873 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2894964 | Total |
| Program Services | 2894964 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 794421 | Total |
| Program Services | 767065 | ProgramServices |
| Management And General | 27356 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151565 | Total |
| Program Services | 135669 | ProgramServices |
| Management And General | 15896 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising | Program ServicesProgramServices |
|---|---|---|---|---|
| EQUIPMENT RENTAL | 87162 | 7094 | 80068 | |
| FOOD SERVICE EXPENSES | 990299 | 990299 | ||
| MEALS & ENTERTAINMENT | 122460 | 122460 | ||
| STUDENT HOUSING OPERATING EXP. | 1605601 | 1605601 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 311927 | Total |
| Program Services | 16554 | ProgramServices |
| Management And General | 60769 | ManagementAndGeneral |
| Fundraising | 234604 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20284728 | Total |
| Program Services | 18131098 | ProgramServices |
| Management And General | 1191316 | ManagementAndGeneral |
| Fundraising | 962314 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77022 | BOY |
| EOY | 78292 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 621156 | BOY |
| EOY | 634975 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3657326 | BOY |
| EOY | 7092375 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 361142 | BOY |
| EOY | 395599 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 202974 | BOY |
| EOY | 258675 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 40651807 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8316984 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33061818 | BOY |
| EOY | 32334823 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61149923 | BOY |
| EOY | 69527327 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1151694 | BOY |
| EOY | 1151094 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7655855 | BOY |
| EOY | 8164228 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107938910 | BOY |
| EOY | 119637388 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 724778 | BOY |
| EOY | 1158732 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 255155 | BOY |
| EOY | 361801 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 145544 | BOY |
| EOY | 123528 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45446764 | BOY |
| EOY | 44502071 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1639945 | BOY |
| EOY | 3729470 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48212186 | BOY |
| EOY | 49875602 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -3857729 | BOY |
| EOY | -3212144 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30109669 | BOY |
| EOY | 35640784 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33474784 | BOY |
| EOY | 37333146 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59726724 | BOY |
| EOY | 69761786 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107938910 | BOY |
| EOY | 119637388 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 9615250 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 420412 | ReconciliationUnrealizedInvest |
| Reconcilation Prior Adjustment | -600 | ReconcilationPriorAdjustment |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10634538 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11514026 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15485193 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15924561 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19202989 | CurrentTaxYear |
| Total | 72761307 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10634538 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11514026 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15485193 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15924561 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19202989 | CurrentTaxYear |
| Total | 72761307 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 9122929 | AmountsSubstContributorsTotal |
| Public Support Total170 | 63638378 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1756491 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1781146 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3199842 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3505180 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3604116 | CurrentTaxYear |
| Total | 13846775 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 315891 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 338002 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 170942 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 166982 | CurrentTaxYearMinus1Year |
| Current Tax Year | 226284 | CurrentTaxYear |
| Total | 1218101 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 87826183 | TotalSupport |
| Gross Receipts From Admissions Etc | 35372976 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.72459 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.75680 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $15,000 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 15000 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I-A | Identifier |
| Explanation | PORTLAND STATE UNIVERSITY FOUNDATION CEO AND SOME MEMBERS OF THE BOARD ENGAGED DIRECTLY WITH STATE LEGISLATORS TO SUPPORT LEGISLATION BENEFICIAL TO PORTLAND STATE UNIVERSITY. IN ADDITION, PORTLAND STATE UNIVERSITY FOUNDATION ENGAGED A LOBBYIST TO COORDINATE EFFORTS AND CONTACT STATE LEGISLATORS. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 38548541 | BeginningOfYearBalance |
| Contributions | 4053085 | Contributions |
| Investment Earnings Or Losses | 3521432 | InvestmentEarningsOrLosses |
| Other Expenditures | 1486512 | OtherExpenditures |
| Administrative Expenses | 582846 | AdministrativeExpenses |
| End Of Year Balance | 44053700 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 40009710 | BeginningOfYearBalance |
| Contributions | 1411176 | Contributions |
| Investment Earnings Or Losses | -1310494 | InvestmentEarningsOrLosses |
| Other Expenditures | 996813 | OtherExpenditures |
| Administrative Expenses | 565038 | AdministrativeExpenses |
| End Of Year Balance | 38548541 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 32017537 | BeginningOfYearBalance |
| Contributions | 2693725 | Contributions |
| Investment Earnings Or Losses | 6908056 | InvestmentEarningsOrLosses |
| Other Expenditures | 1108367 | OtherExpenditures |
| Administrative Expenses | 501241 | AdministrativeExpenses |
| End Of Year Balance | 40009710 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28160733 | BeginningOfYearBalance |
| Contributions | 1221167 | Contributions |
| Investment Earnings Or Losses | 3058971 | InvestmentEarningsOrLosses |
| Administrative Expenses | 423334 | AdministrativeExpenses |
| End Of Year Balance | 32017537 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36142062 | BeginningOfYearBalance |
| Contributions | 809587 | Contributions |
| Investment Earnings Or Losses | -7746386 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 291021 | GrantsOrScholarships |
| Other Expenditures | 267443 | OtherExpenditures |
| Administrative Expenses | 486066 | AdministrativeExpenses |
| End Of Year Balance | 28160733 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.12000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.88000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3482236 | OtherCostOrOtherBasis |
| Book Value | 3482236 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 36246600 | OtherCostOrOtherBasis |
| Depreciation | 7489943 | Depreciation |
| Book Value | 28756657 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 359358 | OtherCostOrOtherBasis |
| Depreciation | 311853 | Depreciation |
| Book Value | 47505 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 458672 | OtherCostOrOtherBasis |
| Depreciation | 428009 | Depreciation |
| Book Value | 30663 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 104941 | OtherCostOrOtherBasis |
| Depreciation | 87179 | Depreciation |
| Book Value | 17762 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 32334823 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEFERRED FINANCING COSTS | 1050638 |
| ACCRUED INTEREST RECEIVABLE | 43496 |
| FUND RESERVES (LIMITED) | 7008390 |
| OTHER ASSETS | 61704 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 8164228 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OBLIGATIONS TO TRUST BENEFICIARIES | $1,022,365 |
| INTEREST PAYABLE | $707,105 |
| DEFERRED REVENUE | $2,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3729470 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 31485196 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 420412 | NetUnrealizedGainsInvestments |
| Other Revenues | 1164806 | OtherRevenues |
| Revenue Not Rptd F990 | 1585218 | RevenueNotRptdF990 |
| Revenue Subtotal | 29899978 | RevenueSubtotal |
| Total Revenue Per Form990 | 29899978 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 21450134 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1165406 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1165406 | ExpensesNotRptdF990 |
| Expenses Subtotal | 20284728 | ExpensesSubtotal |
| Total Expenses Per Form990 | 20284728 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ENDOWMENT FUNDS | PART V, LINE 4 | ENDOWMENT FUNDS ARE USED FOR SPECIFIC CHARITABLE PURPOSES DESIGNATED BY DONORS (E.G. PRIMARILY FOR SCHOLARSHIPS, FELLOWSHIPS, PROFESSORSHIPS, AND SUPPORT OF ACADEMIC PROGRAMS). |
| REVENUE - OTHER ADJUSTMENTS | PART XI, LINE 2D | $714,777 - RECLASS FUNDRAISING DIRECT EXPENSES $105,764 - RECLASS RENTAL EXPENSES $344,265 - RECLASS EXPENSES LESS DISTRIBUTED FUNDS OF AFFILIATED ORG (2828 CORBETT, INC.) |
| EXPENSES - OTHER ADJUSTMENTS | PART XII, LINE 2D | $714,777 - RECLASS FUNDRAISING DIRECT EXPENSES $105,764 - RECLASS RENTAL EXPENSES $344,865 - RECLASS EXPENSES OF AFFILIATED ORGANIZATION (2828 CORBETT, INC.) |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WINE & ROSES | NameOfEvent1 |
| Gross Receipts Event1 | 327071 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 238782 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 88289 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 6983 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 59724 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 1720 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 51665 | OtherDirectExpensesEvent1 |
| Name Of Event2 | AWARDS DINNER | NameOfEvent2 |
| Gross Receipts Event2 | 732254 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 652845 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 79409 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 29600 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 122460 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 176285 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 186799 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 5 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 204031 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 145444 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 58587 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 815 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 35643 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 3530 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 39555 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1263356 | GrossReceiptsTotal |
| Charitable Contributions Total | 1037071 | CharitableContributionsTotal |
| Gross Revenue Total Events | 226285 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 37398 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 217827 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 181535 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 278019 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 714779 | DirectExpenseSummaryEvents |
| Net Income Summary | -488494 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTLAND STATE UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 751 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 936001786 | EINOfRecipient |
| IRC Section | UNIVERSITY | IRCSection |
| Amount Of Cash Grant | 11705608 | AmountOfCashGrant |
| Purpose Of Grant | SEE SCH. I, PART IV | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| GRANT FUNDS | SCHEDULE I, PART I, LINE 1 | THE FOUNDATION EXISTS TO SUPPORT THE UNIVERSITY BY PROVIDING GRANTS IN THE FORM OF SCHOLARSHIPS AND FELLOWSHIPS, ACADEMIC SUPPORT, CAPITAL PROJECTS, AND ADMINISTRATIVE SUPPORT. TO ENSURE THAT GRANT FUNDS ARE EXPENDED FOR THE INTENDED PURPOSES, THE FOUNDATION APPROVES GRANT DISBURSEMENTS TO THE UNIVERSITY ONLY WHEN PROPER SUPPORTING DOCUMENTATION AND AUTHORIZATION BY DEPARTMENT HEADS ARE OBTAINED AND WHEN THE EXPENDITURE SATISFIES THE RESTRICTED PURPOSES IMPOSED BY DONORS AND FURTHERS THE EXEMPT MISSION OF THE FOUNDATION. BECAUSE SUPPORTING DOCUMENTATION AND AUTHORIZATION IS CAREFULLY EXAMINED BEFORE THE GRANT IS GIVEN AND THE PURPOSES FOR THE GRANT ARE KNOWN BEFORE IT IS AWARDED, NO ADDITIONAL FOLLOW UP IS PERFORMED TO FIND OUT HOW THE GRANT WAS USED. |
| PURPOSE OF GRANT | PART II, LINE 1, COLUMN H | GRANTS TO THE UNIVERSITY ARE PROVIDED FOR SCHOLARSHIPS, FELLOWSHIPS, CAPITAL PROJECTS, ACADEMIC SUPPORT, AND ADMINISTRATIVE SUPPORT. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PA 'TONY' LEINEWEBER | NamePerson |
| Title | Executive Director | Title |
| Base Compensation Filing Org | 148970 | BaseCompensationFilingOrg |
| Deferred Comp Filing Org | 9300 | DeferredCompFilingOrg |
| Nontaxable Benefits Filing Org | 8849 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 167119 | TotalCompensationFilingOrg |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SOCIAL CLUB DUES | Identifier |
| Return Reference | PART 1, LINE 1A | ReturnReference |
| Explanation | THE FOUNDATION PROVIDED SOCIAL CLUB DUES TOTALING $6,335 FOR THE EXECUTIVE DIRECTOR AND CEO, WHICH IS USED EXCLUSIVELY BY THE EXECUTIVE DIRECTOR AND CEO FOR FUNDRAISING AND OTHER BUSINESS PURPOSES, THUS THE CLUB DUES ARE NOT TREATED AS TAXABLE COMPENSATION. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF PORTLAND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 936002236 | IssuerEIN |
| CUSIP Number | 736690AR9 | CUSIPNumber |
| Date Issued | 2008-10-22 | DateIssued |
| Issue Price | 46395000 | IssuePrice |
| Description Of Purpose | REFUND BOND ISSUED ON 04/01/03 | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 42725000 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 46395000 | TotalProceeds |
| Amount In Reserve Fund | 1117824 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 909246 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 44367930 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Year Of Subst Completion | 2004 | YearOfSubstCompletion |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
| Bond Iss Meet Prvt Security Pay Test | true | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedProp |
| Remedial Action Taken | false | RemedialActionTaken |
| Non Qualified Bond Remed Procdrs | true | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiled |
| Rebate Not Due Yet | false | RebateNotDueYet |
| Exception To Rebate | false | ExceptionToRebate |
| No Rebate Due | false | NoRebateDue |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | true | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRANSAMERICA WS CO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 26.4 | TermOfGIC |
| Regulatory Safe Harbor Satisfied | true | RegulatorySafeHarborSatisfied |
| Gross Proceeds Invested | false | GrossProceedsInvested |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | false | ProcToUndertkCorrectiveAction |
Form990 Schedule K Part VI Form990ScheduleKPartVI (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SINGLE MEMBER OF A LIMITED LIABILITY COMPANY | PART III, LINE 1 | TAXPAYER ANSWERED "NO" TO THIS QUESTION BUT WISHES TO ADVISE THAT IT IS THE SINGLE MEMBER OF A LIMITED LIABILITY COMPANY (BROADWAY HOUSING, LLC) WHICH RECEIVED PROCEEDS OF TAX-EXEMPT BONDS. AS A DISREGARDED ENTITY FOR FEDERAL INCOME TAX PURPOSES, THE ACTIVITIES OF THE LIMITED LIABILITY COMPANY ARE REPORTED AS PART OF THIS FORM 990. |
| REBATE COMPUTATION | PART IV, LINE 2C | THE FOUNDATION PERFORMED A REBATE COMPUTATION ON DECEMBER 5, 2012. THIS COMPUTATION INDICATED NO REBATE DUE. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 48 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 794194 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVG. HIGH/LOW PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | AUCTION ITEMS | 314 | 52381 | SALE OF SIMILAR ITEM |
| X | 1200 BOXES OF TRUFFLES | 1 | 6500 | SALE OF SIMILAR ITEM |
| X | SUPPLIES FOR ATHLETES | 1 | 1183 | SALE OF SIMILAR ITEM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| THIRD PARTIES OR RELATED ORGANIZATIONS | PART I, LINE 32B | THE FOUNDATION OCCASIONALLY RECEIVES NONCASH CONTRIBUTIONS OF REAL OR PERSONAL PROPERTY AND USES A THIRD PARTY, SUCH AS A REAL ESTATE BROKER OR AUCTIONEER, TO DISPOSE OF THE ASSETS AND CONVERT THEM TO CASH. |
| NUMBER OF CONTRIBUTIONS | PART II, COLUMN B | THE AMOUNTS REPORTED IN PART II, COLUMN (B), ARE THE NUMBER OF CONTRIBUTIONS. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF ORGANIZATION MISSION | FORM 990, PART III, LINE 1 | PORTLAND STATE UNIVERSITY FOUNDATION PROVIDES SUPPORT FOR THE PRIVATE FUNDRAISING EFFORTS OF PORTLAND STATE UNIVERSITY AND MANAGES PRIVATELY DONATED FUNDS FOR THE BENEFIT OF THE UNIVERSITY. THE PRIVATE FUNDRAISING EFFORTS OF THE UNIVERSITY RESULT IN THE FOUNDATION RECEIVING GIFTS AND PLEDGES FOR THE BENEFIT OF THE UNIVERSITY. SUCH GIFTS AND PLEDGES DERIVE FROM MULTIPLE SOURCES, INCLUDING CASH, CHECKS, SECURITIES, PERSONAL AND REAL PROPERTY, AND INCLUDE ENDOWMENT GIFTS TO BE INVESTED IN PERPETUITY, REMAINDER INTERESTS IN CHARITABLE REMAINDER TRUSTS, GIFT ANNUITIES, AND OTHER GIFTS FOR THE BENEFIT OF THE UNIVERSITY AND ITS AFFILIATES. THE FOUNDATION IS RESPONSIBLE FOR APPROPRIATE RECEIPTING AND PRUDENT MANAGEMENT OF GIFTS AND PLEDGES. THE FOUNDATION, THROUGH ITS VOLUNTEER BOARD OF TRUSTEES, ENGAGES IN PRIVATE FUNDRAISING WITH THESE CONSTITUENCIES FOR THE BENEFIT OF THE UNIVERSITY. THE FOUNDATION BOARD ENHANCES THE DEVELOPMENT OF THE UNIVERSITY THROUGH ITS RELATIONSHIPS, RESOURCES AND GUIDANCE. |
| SIGNIFICANT CHANGES MADE TO GOVERNING DOCUMENTS | FORM 990, PART VI, SECTION A, LINE 4 | DURING 2012, PORTLAND STATE UNIVERSITY FOUNDATION RELEASED UPDATED BYLAWS WHICH INCLUDE THE FOLLOWING SIGNIFICANT CHANGES: -MOVED RESPONSIBILITIES BETWEEN THE BOARD OF TRUSTEES, THE AUDIT AND FINANCE COMMITTEE AND THE INVESTMENT COMMITTEE -ADDED THE POSITION OF CHIEF FINANCIAL OFFICER -CHANGED THE TITLES AND RESPONSIBILITIES OF SEVERAL OFFICER POSITIONS -GRANTED SIGNATURE AUTHORITY TO THE BOARD CHAIR AND SECRETARY, ACTING ALONE -REMOVED THE REQUIREMENT FOR AN ANNUAL MEETING OF TRUSTEES -CHANGED THE EXECUTIVE DIRECTOR TITLE TO PRESIDENT AND CEO -CHANGED THE BOARD OF DIRECTORS TITLE TO BOARD OF TRUSTEES -IDENTIFIED SPECIFIC OFFICERS OF THE BOARD TO SERVE ON THE PERSONNEL COMMITTEE |
| FORM 990 PROVIDED TO GOVERNING BODY | FORM 990, PART VI, SECTION B, LINE 11A | TO PROTECT THE PRIVACY OF OUR DONORS, SCHEDULE B IS REDACTED FROM THE VERSION OF THE 990 THAT WAS REVIEWED BY THE COMMITTEES AND THE BOARD OF TRUSTEES. |
| FORM 990 REVIEW | FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS CAREFULLY REVIEWED IN DRAFT FORM BY THE MEMBERS OF THE FOUNDATION'S FINANCE AND AUDIT COMMITTEE. THE FORM 990 IS DISCUSSED IN DETAIL AT THE FINANCE COMMITTEE MEETING IN FEBRUARY. KPMG, THE TAX PREPARER, ATTENDED THE FINANCE COMMITTEE MEETING. ALL REVIEWERS ARE GIVEN TIME TO RESPOND TO ANY REVISIONS. AFTER INCORPORATION OF ALL REVISIONS AND APPROXIMATELY ONE WEEK PRIOR TO FILING, THE FINAL FORM 990 IS SENT ELECTRONICALLY TO ALL MEMBERS OF THE BOARD OF TRUSTEES, WITH AN E-MAIL CALLING THEIR ATTENTION TO PORTIONS OF THE FORM MOST LIKELY TO BE READ BY THE PUBLIC AND FUNDERS. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12C | THE PURPOSE OF THE CONFLICT OF INTEREST POLICY IS TO PROTECT THE FOUNDATION'S INTEREST WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR TRUSTEE OF THE FOUNDATION. PURSUANT TO THE CONFLICT OF INTEREST POLICY, ANY INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND MUST BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD PRESIDENT, AND TO TRUSTEES AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE DETERMINATION WHETHER A CONFLICT OF INTEREST EXISTS SHALL BE MADE BY THE BOARD OF TRUSTEES. PENDING SUCH DETERMINATION, THE INTERESTED PERSON SHALL RECUSE HIMSELF OR HERSELF FROM PARTICIPATION IN THE REVIEW OF AND VOTING UPON THE TRANSACTION OR ARRANGEMENT IN WHICH THAT PERSON HAS A POSSIBLE CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE FOUNDATION'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE FOUNDATION AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. THE CONFLICT OF INTEREST POLICY IS MONITORED BY AN ANNUAL DISTRIBUTION OF QUESTIONNAIRES TO ALL OFFICERS, TRUSTEES AND KEY EMPLOYEES. EACH YEAR, THE ORGANIZATION HAS A 100% RESPONSE RATE TO THE QUESTIONNAIRES. IF THE BOARD DETERMINES THAT AN INTERESTED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE BOARD SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. EACH TRUSTEE, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS ANNUALLY SHALL SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE FOUNDATION IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. |
| OFFICER COMPENSATION | FORM 990, PART VI, SECTION B, LINE 15 | THE PERSONNEL COMMITTEE, COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES, DETERMINED AND APPROVED COMPENSATION FOR THE PRESIDENT & CEO AND OTHER OFFICERS OF THE ORGANIZATION BASED ON COMPARABILITY DATA (SUCH AS COMPENSATION SURVEYS AND FORMS 990 OF OTHER ORGANIZATIONS) AND PERFORMANCE EVALUATION. THE COMPENSATION MEETING TOOK PLACE ON MAY 2, 2012 AND THE PERSONNEL COMMITTEE DOCUMENTED THE BASIS FOR ITS DETERMINATION CONCURRENTLY WITH MAKING THE COMPENSATION DETERMINATION. |
| FINANCIAL STATEMENTS | FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. THE FOUNDATION'S GOVERNING INSTRUMENTS, CONFLICT OF INTEREST POLICIES, AND OTHER DOCUMENTS AND POLICY STATEMENTS MAY BE MADE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROADWAY HOUSING LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2125 SW 4TH AVE SUITE 510 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930619733 | EIN |
| Primary Activities | HOUSING | PrimaryActivities |
| Legal Domicile State | OR | LegalDomicileState |
| Total Income | 6281036 | TotalIncome |
| EOY Assets | 40976092 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PSU FDN | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 2828 CORBETT INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2125 SW 4TH AVE SUITE 510 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202021524 | EIN |
| Primary Activities | PROPERTY MGMT | PrimaryActivities |
| Legal Domicile State | OR | LegalDomicileState |
| Exempt Code Section | 501(C)(2) | ExemptCodeSection |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PSU FDN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | true | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (5) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | CRUT | PrimaryActivity |
| Legal Domicile State | OR | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | TRUST | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 2828 CORBETT INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 118037 | AmountInvolved |
| Method Of Amt Determination | CASH | MethodOfAmtDetermination |
Comments