UNIVERSITY OF PORTLAND: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF PORTLAND (EIN 93-0401259)
- Tax period
- 2010-06-01 to 2011-05-31
- Filed
- 2012-05-21
- IRS object ID
- 201241429349300329
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2012-05-21T13:22:33-07:00 | Timestamp |
| Tax Period End Date | 2011-05-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930401259 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF PORTLAND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 5039437337 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Alan Timmins | Name |
| Title | VP for Financial Affairs & CFO | Title |
| Phone | 5039437507 | Phone |
| Date Signed | 2012-03-05 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Rev E William Beauchamp | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 187375670 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.up.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1935 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 50 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 42 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2751 | TotalNbrEmployees |
| Total Nbr Volunteers | 75 | TotalNbrVolunteers |
| Total Gross UBI | 341228 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 22392 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 11832490 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 16196219 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 127789481 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 146334086 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -2990570 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4136465 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -13850 | OtherRevenuePriorYear |
| Other Revenue Current Year | -980 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 136617551 | TotalRevenuePriorYear |
| Total Revenue Current Year | 166665790 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 44252248 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 54127428 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 54332682 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 58987517 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2326367 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 36167852 | OtherExpensePriorYear |
| Other Expenses Current Year | 38346928 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 134752782 | TotalExpensesPriorYear |
| Total Expenses Current Year | 151461873 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1864769 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 15203917 | RevenuesLessExpensesCY |
| Total Assets BOY | 312174958 | TotalAssetsBOY |
| Total Assets EOY | 335860972 | TotalAssetsEOY |
| Total Liabilities BOY | 107044647 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 103667954 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 205130311 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 232193018 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 54127428 | Expense |
| Grants | 54127428 | Grants |
| Revenue | 0 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 40601713 | Expense |
| Grants | 0 | Grants |
| Revenue | 123980683 | Revenue |
| Description | Postsecondary Education: The primary mission of the University of Portland is education. 3,887 students were enrolled in 2010-11 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 24479199 | Expense |
| Grants | 0 | Grants |
| Revenue | 20193468 | Revenue |
| Description | 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 here include residence halls, dining, NCAA Division I athletics, and conferences. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | GrantsGrants | RevenueRevenue | DescriptionDescription |
|---|---|---|---|
| 8722178 | 0 | 2159934 | 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. |
| 3581197 | 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 Of Other Program Service Exp | 12303375 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 2159934 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 131511715 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 200 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2751 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 0 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | AU | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 50 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 42 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | 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 | Alan Timmins | NamePerson |
| Telephone Number | 5039437507 | TelephoneNumber |
Address US AddressUS
| 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 | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (65 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Mr Joseph B Allegretti | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mr Thomas D Arndorfer | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mr Richard Baek | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mr John M Becker | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mr Ralph G Bliquez | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mr John G Block | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mrs Mary R Boyle | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mrs Nancy K Bryant | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mrs Annie T Buell | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Ms Sarah N Carroll | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mr Matthew W Chapman | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mr Earle M Chiles | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mr Kevin M Cooper | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mr Russell E Danielson | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mr Frank D Dulcich | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Rev Carl F Ebey CSC | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mr Robert W Franz | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mr Mark B Ganz | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Rev Peter A Jarret CSC | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Ms Patricia K Johnson | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mr Charles Keller | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mr Patrick H Kessi | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Rev James R Lackenmier CSC | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mr Keith R Larson | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Rev William Lies CSC | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mr D Allen Lund | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mr Luis Machuca | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Rev Edward A Malloy CSC | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mr Ralph Miller | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mr Timothy J Morgan | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Rev Francis J Murphy CSC | ||||||||
| Trustee | 30 | X | 40941 | 0 | 9318 | |||
| Mr James P Murphy | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mr James T Price | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mrs Larree M Renda | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Dr Don V Romanaggi | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Rev John Ryan CSC | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mr Stephen L Shepard | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Ms Darlene Shiley | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Ms Milann Siegried | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mr Karl A Smith | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mr Edwin A Sweo | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mr William R Tagmyer | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mr Thomas J Tomjack | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Ms Kay Dean Toran | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Rev David T Tyson CSC | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mr Ted R Winnowski | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mr Eugene J Wizer | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Mr Darryl P Wong | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Dr Carolyn Y Woo | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Rev E William Beauchamp CSC | ||||||||
| President | 40 | X | 299692 | 0 | 73079 | X | ||
| Bro Donald Stabrowski CSC | ||||||||
| Provost | 40 | 177309 | 0 | 25040 | X | |||
| Mr Jim Lyons | ||||||||
| Vice President - University Relations | 40 | 145475 | 0 | 32728 | X | |||
| Mr John Goldrick | ||||||||
| Vice President - Enrollment Management and Student Affairs | 40 | 154817 | 0 | 60460 | X | |||
| Mr Denis Ransmeier | ||||||||
| Vice President - Financial Affairs | 40 | 172370 | 0 | 20512 | X | |||
| Mr Jim Ravelli | ||||||||
| Vice President - University Operations | 40 | 161944 | 0 | 16858 | X | |||
| Mr Robin Anderson | ||||||||
| Dean | 40 | 217207 | 0 | 39813 | X | |||
| Mr Zia Yamayee | ||||||||
| Dean | 40 | 157159 | 0 | 23409 | X | |||
| Ms Joanne Warner | ||||||||
| Dean | 40 | 154963 | 0 | 24890 | X | |||
| Mr Larry Williams | ||||||||
| Athletic Director | 40 | 161270 | 0 | 32225 | X | |||
| Mr Thomas Greene | ||||||||
| Dean | 40 | 159631 | 0 | 18561 | X | |||
| Mr Eric Reveno | ||||||||
| Men's Basketball Coach | 40 | 321285 | 0 | 50960 | X | |||
| Mr Mojtaba Takallou | ||||||||
| Professor | 40 | 187121 | 0 | 37350 | X | |||
| Mr Howard Feldman | ||||||||
| Associate Dean | 40 | 141372 | 0 | 32395 | X | |||
| Mr Arjun Chatrath | ||||||||
| Professor | 40 | 145163 | 0 | 26273 | X | |||
| Ms Nicole DeHoratius | ||||||||
| Professor | 40 | 152817 | 0 | 19469 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2950536 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 543340 | TotalOtherCompensation |
| Number Individuals GT100 K | 44 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Bon Appetit Management Co | |||||
| 100 Hamilton Ave Ste 400 | Palo Alto | CA | 94301 | Food Services | 5815194 |
| Kaiser Foundation Health Plan of the NW | |||||
| 3600 N Interstate Ave | Portland | OR | 97227 | Health Plan | 3927857 |
| Todd Construction Inc | |||||
| PO Box 949 | Tualatin | OR | 97062 | Construction | 2797984 |
| INX Inc | |||||
| 10725 SW Barbur Blvd | Portland | OR | 97219 | Information Technology | 589327 |
| Aon Risk Insurance Services West Inc | |||||
| 1211 SW 5th Ave Ste 600 | Portland | OR | 97204 | Insurance | 534337 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 51 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 125705 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 1095422 | GovernmentGrants |
| All Other Contributions | 14975092 | AllOtherContributions |
| Noncash Contributions | 4347050 | NoncashContributions |
| Total Contributions | 16196219 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition and Fees | 900099 | 117591294 | 117591294 | 0 | $0 |
| Room and Board | 721000 | 17429674 | 17429674 | 0 | $0 |
| Off-Campus Programs | 900099 | 6389389 | 6389389 | 0 | $0 |
| Athletics | 900099 | 2223810 | 1935025 | 288785 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2699919 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2459118 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 34244 | UnrelatedBusinessRevenue |
| Exclusion | $206,557 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 146334086 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1204909 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,204,909 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 98376 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $98,376 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16965 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $16,965 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23455385 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20622205 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2833180 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2833180 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 18199 | UnrelatedBusinessRevenue |
| Exclusion | $2,814,981 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 68930 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 125705 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 86975 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -18045 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$18,045 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 800 | GrossIncomeGaming |
| Gaming Direct Expenses | 700 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 100 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $100 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 0 | GrossSalesOfInventory |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 166665790 | TotalRevenueColumn |
| Related Or Exempt Function Income | 145804500 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 341228 | UnrelatedBusinessRevenue |
| Exclusion | $4,323,843 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51742439 | Total |
| Program Services | 51742439 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2384989 | Total |
| Program Services | 2384989 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2263257 | Total |
| Program Services | 1211368 | ProgramServices |
| Management And General | 869839 | ManagementAndGeneral |
| Fundraising | 182050 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41867889 | Total |
| Program Services | 33754569 | ProgramServices |
| Management And General | 6908882 | ManagementAndGeneral |
| Fundraising | 1204438 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3305629 | Total |
| Program Services | 2682003 | ProgramServices |
| Management And General | 531396 | ManagementAndGeneral |
| Fundraising | 92230 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8107350 | Total |
| Program Services | 5224527 | ProgramServices |
| Management And General | 2805669 | ManagementAndGeneral |
| Fundraising | 77154 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3443392 | Total |
| Program Services | 2734527 | ProgramServices |
| Management And General | 602713 | ManagementAndGeneral |
| Fundraising | 106152 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 236407 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 236407 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99598 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 99598 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103588 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 103588 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 953229 | Total |
| Program Services | 628236 | ProgramServices |
| Management And General | 324993 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 455368 | Total |
| Program Services | 167985 | ProgramServices |
| Management And General | 258684 | ManagementAndGeneral |
| Fundraising | 28699 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3352602 | Total |
| Program Services | 1939509 | ProgramServices |
| Management And General | 1392762 | ManagementAndGeneral |
| Fundraising | 20331 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 949272 | Total |
| Program Services | 39367 | ProgramServices |
| Management And General | 908492 | ManagementAndGeneral |
| Fundraising | 1413 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49859 | Total |
| Program Services | 49859 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3720394 | Total |
| Program Services | 3142956 | ProgramServices |
| Management And General | 577349 | ManagementAndGeneral |
| Fundraising | 89 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2833882 | Total |
| Program Services | 2244116 | ProgramServices |
| Management And General | 350031 | ManagementAndGeneral |
| Fundraising | 239735 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2857151 | Total |
| Program Services | 1687784 | ProgramServices |
| Management And General | 1067299 | ManagementAndGeneral |
| Fundraising | 102068 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3641342 | Total |
| Program Services | 3300680 | ProgramServices |
| Management And General | 340662 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5598149 | Total |
| Program Services | 3560548 | ProgramServices |
| Management And General | 2037601 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 573609 | Total |
| Program Services | 567717 | ProgramServices |
| Management And General | 29 | ManagementAndGeneral |
| Fundraising | 5863 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Non-Capitalized Library Acquisitions | 868996 | 868996 | 0 | 0 |
| Non-Professional Services | 5660479 | 4173908 | 1329524 | 157047 |
| Dining Hall Service | 5019159 | 5019159 | 0 | 0 |
| Allocation of Indirect Expenses Reported in Column C | -156561 | 3281449 | -3527073 | 89063 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1530405 | Total |
| Program Services | 1105024 | ProgramServices |
| Management And General | 405346 | ManagementAndGeneral |
| Fundraising | 20035 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151461873 | Total |
| Program Services | 131511715 | ProgramServices |
| Management And General | 17623791 | ManagementAndGeneral |
| Fundraising | 2326367 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15182 | BOY |
| EOY | 25832 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6688868 | BOY |
| EOY | 8995280 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18510708 | BOY |
| EOY | 13410627 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4164246 | BOY |
| EOY | 4164246 | 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 | 4522171 | BOY |
| EOY | 4522171 | 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 | 887852 | BOY |
| EOY | 887852 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 253336649 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 81231017 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170120944 | BOY |
| EOY | 172105632 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22831152 | BOY |
| EOY | 29247992 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82373573 | BOY |
| EOY | 100567000 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | 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 | 2060262 | BOY |
| EOY | 1934340 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 312174958 | BOY |
| EOY | 335860972 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6523961 | BOY |
| EOY | 6540220 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8894030 | BOY |
| EOY | 8894030 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80971359 | BOY |
| EOY | 78804346 | 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 | 10655297 | BOY |
| EOY | 9429358 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107044647 | BOY |
| EOY | 103667954 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108387508 | BOY |
| EOY | 114650462 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36189513 | BOY |
| EOY | 47054578 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60553290 | BOY |
| EOY | 70487978 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 205130311 | BOY |
| EOY | 232193018 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 312174958 | BOY |
| EOY | 335860972 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 15203917 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 11858790 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
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 D IRS990ScheduleD
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 87175501 | BeginningOfYearBalance |
| Contributions | 6915123 | Contributions |
| Investment Earnings Or Losses | 14358817 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1968252 | GrantsOrScholarships |
| Other Expenditures | 1650450 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 104830739 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 74082444 | BeginningOfYearBalance |
| Contributions | 4788487 | Contributions |
| Investment Earnings Or Losses | 11472608 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1732782 | GrantsOrScholarships |
| Other Expenditures | 1435256 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 87175501 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 99889494 | BeginningOfYearBalance |
| Contributions | 2676606 | Contributions |
| Investment Earnings Or Losses | -23703012 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2033521 | GrantsOrScholarships |
| Other Expenditures | 2747123 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 74082444 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.17 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.83 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 4034461 | OtherCostOrOtherBasis |
| Book Value | 4034461 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 175956633 | OtherCostOrOtherBasis |
| Depreciation | 34127399 | Depreciation |
| Book Value | 141829234 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 42071650 | OtherCostOrOtherBasis |
| Depreciation | 35790077 | Depreciation |
| Book Value | 6281573 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 31273905 | OtherCostOrOtherBasis |
| Depreciation | 11313541 | Depreciation |
| Book Value | 19960364 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 172105632 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Beneficial interest in assets held by others | 91567000 | F |
| Private equity investments | 9000000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 100567000 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Long-term obligation to EPA environmental trust | $1,000,000 |
| Annuitites Payable | $5,386,624 |
| Advances from federal government for student loans | $3,042,734 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 9429358 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P03_S00_L01 | Schedule D, Part III, Line 1 | The University has elected not to carry our collections on the balance sheet. Collections are immaterial in size and no note regarding SFAS 116 is included with our financial statements. In previous 990s a small carrying amount for collections was incorrectly listed. |
| SchD_P03_S00_L04 | Schedule D, Part III, Line 4 | The mission of the University of Portland Archives and Museum is to collect, access, arrange, preserve, and make available records and artifacts of enduring historical value created or received by the University of Portland for research, instructional, or administrative use. Archival materials collected include University publications and records, photographs, blueprints and architectural drawings, pamphlets and posters, and books published by or about members of the University community. Museum materials collected include historical, religious, educational and cultural objects related to the University, artwork of or by the University and its members, photographs, and printed or published items to support museum displays. Collections are projected to remain limited, of high quality, and focused in the areas noted above. |
| SchD_P05_S00_L03ai | 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. |
| SchD_P05_S00_L04 | 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. |
| SchD_P06_S00_L01a | Schedule D, Part VI, Line 1a | Record keeping of fixed assets was on a 13-month basis to coincide with the extended 2010-11 fiscal year covering June 1, 2010 to June 30, 2011. Fixed asset balances in the 1 month 990 for June 2011 reconcile to our audited financial statements. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchE_P01_S00_L03 | Schedule E, Part I, Line 3 | An advertisement stating our racially nondiscriminatory policy was placed in the primary regional newspaper in the spring. Additionally, the policy is featured on our website. |
| SchE_P01_S00_L06 | 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 | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Europe (including Iceland and Greenland) | 1 | 6 | Program Services | Study abroad programming | 3133495 |
| North America (including Canada and Mexico, but not the United States) | 0 | 2 | Program Services | Study abroad programming | 573887 |
| East Asia and the Pacific | 0 | 1 | Program Services | Study abroad programming | 1208355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 9 | TotalNumberOfEmployees |
| Total Amount Spent | 4915737 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (3 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| Scholarships for tuition, fees, and room & board | Europe (including Iceland and Greenland) | 108 | 1531530 | Credit to student account |
| Scholarships for tuition, fees, and room & board | North America (including Canada and Mexico, but not the United States) | 97 | 522629 | Credit to student account |
| Scholarships for tuition, fees, and room & board | East Asia and the Pacific | 21 | 330831 | Credit to student account |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchF_P01_S00_L02 | Identifier |
| Return Reference | Schedule F, Part I, Line 2 | ReturnReference |
| 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. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf Tournament | NameOfEvent1 |
| Gross Receipts Event1 | 98750 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 87670 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 11080 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 27679 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 3218 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Golf Tournament | NameOfEvent2 |
| Gross Receipts Event2 | 43810 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 17300 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 26510 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 4438 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 15500 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 8264 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 0 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 0 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 52075 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 20735 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 31340 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 1800 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 11751 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 9118 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 5207 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 0 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 194635 | GrossReceiptsTotal |
| Charitable Contributions Total | 125705 | CharitableContributionsTotal |
| Gross Revenue Total Events | 68930 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 6238 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 54930 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 17382 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 5207 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 3218 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 86975 | DirectExpenseSummaryEvents |
| Net Income Summary | -18045 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance |
|---|---|---|---|
| Scholarships from institutional funds for tuition, fees, and room & board | 3562 | 48878672 | 0 |
| Scholarships from annual donations for tuition, fees, and room & board | 38 | 615083 | 0 |
| Scholarships from endowed donations for tuition, fees, and room & board | 607 | 1772027 | 0 |
| Scholarships from institutional match of government funds for tuition, fees, and room & board | 94 | 476657 | 0 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (16 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Rev E William Beauchamp CSC | |||||||||||||
| 278814 | 0 | 0 | 0 | 20878 | 0 | 30670 | 0 | 42409 | 0 | 372771 | 0 | 0 | 0 |
| Bro Donald Stabrowski CSC | |||||||||||||
| 172709 | 0 | 0 | 0 | 4600 | 0 | 18998 | 0 | 6042 | 0 | 202349 | 0 | 0 | 0 |
| Mr Jim Lyons | |||||||||||||
| 139018 | 0 | 0 | 0 | 6457 | 0 | 15693 | 0 | 17035 | 0 | 178203 | 0 | 0 | 0 |
| Mr John Goldrick | |||||||||||||
| 147792 | 0 | 0 | 0 | 7025 | 0 | 16745 | 0 | 43714 | 0 | 215276 | 0 | 0 | 0 |
| Mr Denis Ransmeier | |||||||||||||
| 170880 | 0 | 0 | 0 | 1490 | 0 | 17311 | 0 | 3201 | 0 | 192882 | 0 | 0 | 0 |
| Mr Jim Ravelli | |||||||||||||
| 159271 | 0 | 0 | 0 | 2672 | 0 | 7489 | 0 | 9369 | 0 | 178801 | 0 | 0 | 0 |
| Mr Robin Anderson | |||||||||||||
| 208418 | 0 | 0 | 0 | 8789 | 0 | 23616 | 0 | 16197 | 0 | 257020 | 0 | 0 | 0 |
| Mr Zia Yamayee | |||||||||||||
| 156199 | 0 | 0 | 0 | 960 | 0 | 17211 | 0 | 6198 | 0 | 180568 | 0 | 0 | 0 |
| Ms Joanne Warner | |||||||||||||
| 153795 | 0 | 0 | 0 | 1167 | 0 | 17211 | 0 | 7679 | 0 | 179852 | 0 | 0 | 0 |
| Mr Larry Williams | |||||||||||||
| 153720 | 0 | 0 | 0 | 7550 | 0 | 17100 | 0 | 15126 | 0 | 193496 | 0 | 0 | 0 |
| Mr Thomas Greene | |||||||||||||
| 159129 | 0 | 0 | 0 | 502 | 0 | 17515 | 0 | 1046 | 0 | 178192 | 0 | 0 | 0 |
| Mr Eric Reveno | |||||||||||||
| 273889 | 0 | 25996 | 0 | 21400 | 0 | 34972 | 0 | 15988 | 0 | 372245 | 0 | 0 | 0 |
| Mr Mojtaba Takallou | |||||||||||||
| 90150 | 0 | 0 | 0 | 96972 | 0 | 20931 | 0 | 16419 | 0 | 224472 | 0 | 0 | 0 |
| Mr Howard Feldman | |||||||||||||
| 139049 | 0 | 0 | 0 | 2323 | 0 | 16082 | 0 | 16313 | 0 | 173767 | 0 | 0 | 0 |
| Mr Arjun Chatrath | |||||||||||||
| 142623 | 0 | 0 | 0 | 2540 | 0 | 16071 | 0 | 10202 | 0 | 171436 | 0 | 0 | 0 |
| Ms Nicole DeHoratius | |||||||||||||
| 150417 | 0 | 0 | 0 | 2400 | 0 | 16810 | 0 | 2659 | 0 | 172286 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | See explanation for Line 1b. |
| SchJ_P01_S00_L01b | Schedule J, Part I, Line 1b | First class travel is allowed only for flights exceeding 8 hours and with officer approval per written policy. University residences (on-campus) are only provided to University employees who are required to be available on campus at all hours; the President is also provided with basic housekeeping services. Social/business association memberships are provided in limited circumstances with officer approval when required for development activities per written policy. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
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) |
|---|---|---|
| Issuer EIN | 936001787 | IssuerEIN |
| CUSIP Number | 00068608J | CUSIPNumber |
| Date Issued | 2007-12-20 | DateIssued |
| Issue Price | 86727005 | IssuePrice |
| Description Of Purpose | See Part V | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 7900000 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 86727005 | TotalProceeds |
| Amount In Reserve Fund | 6135257 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 32582827 | RefundingEscrow |
| Issuance Costs From Proceeds | 1031436 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 47003879 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 1 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 1 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 0 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.001 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.001 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchK_P01_S00_L00e | Schedule K, Part I, Column e | 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, but that form erroneously lists an issue price of $87,727,005. Row 18 of the Form 8038 shows the correct issue price. |
| SchK_P01_S00_L00f | Schedule K, Part I, Column f | Description of purpose for 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 L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Kristin Bryant | |||
| Family member of Nancy Bryant, Regent | 54808 | Employment | 0 |
| Ralph Miller | |||
| Regent | 250000 | See Part V | 1 |
| Fr James Lies CSC | |||
| Family member of Fr William Lies CSC, Regent | 65527 | Employment | 0 |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchL_P04_S00_L00 | Identifier |
| Return Reference | Schedule L, Part IV | ReturnReference |
| Explanation | In fiscal year 2010-11 Regent Ralph Miller transferred $250,000 to an investment account to be managed by the University's student investment club. The arrangement is meant to provide a unique learning experience to finance students by providing them the opportunity to manage a portfolio of real investments. Investment gains will be split between Mr. Miller and the University according to a contractually agreed upon calculation performed annually. The University has no obligation to make up any losses that may occur. The arrangement is open ended but the initial $250,000 will revert to Mr. Miller upon dissolution. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2501 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Opinion of expert, default $1 | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 7681 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisal, Default $1 | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 129 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Purchase price | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 40 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4319619 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Market quote | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Default $1 | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Auto Lease | 1 | 7225 | Market rate |
| X | Classroom and lab equipment | 5 | 9892 | Purchase price, market rate, default $1 |
| X | Travel and event vouchers | 2 | 2 | Default $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchM_P01_S00_L00 | Schedule M, Part I | Number of contributions is being reported in column b. |
| SchM_P01_S00_L01 | Schedule M, Part I, Line 1 | "Default $1" - When a third party valuation (such as market price or independent appraisal) is not readily available for a non-cash gift the University of Portland recognizes revenue of $1 per gift. |
| SchM_P01_S00_L32b | 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
General Explanation GeneralExplanation (15 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P01_S00_L08 | Form 990, Part I, Line 8 | In 2011, the University changed our reporting period from a fiscal year ending on May 31 to a fiscal year ending on June 30 to better coincide with our activities and to better align financial reporting with quarterly investment return information. This change resulted in a one-time 13 month fiscal year. Our audited financial statements cover the entire 13 months, but IRS rules limit 990s to 12 months. This form, accordingly, corresponds to the 12 months ended May 31, 2011 and an additional 990 is being filed concurrently for June 2011. |
| F990_P04_S00_L11f | Form 990, Part IV, Line 11f | The University's financial statements for the 13 month fiscal year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740), the text of which is included in Part XIV of Schedule D. Part IV Line 11f is marked "No" because the University's financial statement does not coincide with the tax year reported on this 990. |
| F990_P04_S00_L12a | Form 990, Part IV, Line 12a | See note in Schedule O pertaining to Form 990 Part XII Line 1 |
| F990_P05_S00_L03b | Form 990, Part V, Line 3b | Form 990-T will be filed concurrently with this Form 990. |
| F990_P06_S0A_L04 | Form 990, Part VI, Section A, Line 4 | In May 2011 the Board of Trustees adopted the following updates to the Bylaws: creation of a standing Athletics Committee, an increase to the number of members on the Executive Committee from 13 to 14, and clarification of the dollar threshold of contracts for which the President has signing authority without Board approval. |
| F990_P06_S0A_L07a | Form 990, Part VI, Section A, Line 7a | The bylaws grant Congregation of Holy Cross the right to appoint up to nine board members. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | The Audit Subcommittee reviewed and approved the filing, which was subsequently distributed to the entire board electronically through a website. A summary of Schedule B rather than the full Schedule was distributed to the Board and Audit Subcommittee to maintain donor confidentiality. |
| F990_P06_S0B_L15 | 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. All salaries (except the Athletic Director and Men's Head Basketball Coach) are compared to two CUPA (College & University Personnel Association) benchmarks (Masters Schools and Private Religious Schools) as well as the prior year compensation provided for the position. The Athletic Director and Men's Head Basketball Coach salaries are compared with counterpart salaries for teams in the West Coast Conference. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | Financial statements are available on www.up.edu. Governing documents and conflict of interest policy are available to the public upon request. |
| F990_P07_S0A_L01a | Form 990, Part VII, Section A, Line 1a | Rev Francis J Murphy CSC is employed by the university as Pastoral Care Counselor and Adjunct Instructor. All of Fr. Murphy's compensation listed in Part VII is related to his employment; he received no compensation connected to his membership on the Board of Regents. |
| F990_P08_S00_L01a | Form 990, Part VIII, Line 1a | Record keeping was based upon the University's 13 month fiscal year. The combined revenues reported in this 12 month 990 and the 1 month 990 for June 2011 reconcile to our audited financial statements. |
| F990_P09_S00_L01 | Form 990, Part IX, Line 1 | Record keeping was based upon the University's 13 month fiscal year. The combined expenses reported in this 12 month 990 and the 1 month 990 for June 2011 reconcile to our audited financial statements. |
| F990_P10_S00_L01 | Form 990, Part X, Line 1 | Record keeping was based upon the University's 13 month fiscal year. The ending balances for the 1 month 990 covering June 2011 reconcile to our audited financial statements. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Other changes in net assets include unrealized investment gains (which are included in the fair market values included in the balance sheet but are excluded in revenues reported on the 990) and adjustments for rounding. |
| F990_P12_S00_L01 | Form 990, Part XII, Line 1 | The University prepared financial statements for the 13 month fiscal year extending from June 1, 2010 to June 30, 2011. Those statements were audited and received an unqualified opinion. We do not have separate audited financials for the 12 and 1 month tax years being submitted on separate 990s, but the two forms in aggregate tie to our 13 month audited financials. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Northwest Academic Computing Consortium Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3203 SE Woodstock Blvd Suite 326 | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 97202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841172799 | EIN |
| Primary Activities | Foster development and use of academic technology | PrimaryActivities |
| Legal Domicile State | OR | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 11 Type I | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable remainder trust (17) | BusinessNameLine1 |
Address US AddressUS
| 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 Activity | Charitable trust | PrimaryActivity |
| Legal Domicile State | OR | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | T | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchR_P04_S00_L00 | Identifier |
| Return Reference | Schedule R, Part IV | ReturnReference |
| Explanation | Identifying information for Charitable Trusts has been omitted to maintain donor confidentiality. | Explanation |
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