UNIVERSITY OF OREGON FOUNDATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF OREGON FOUNDATION (EIN 93-6015767)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201111339349304196
- Schema version
- 2009v1.7
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T14:42:52-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 975 OAK STREET SUITE 500 | AddressLine1 |
| City | EUGENE | City |
| State | OR | State |
| ZIP Code | 97401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936015767 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF OREGON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 5413020300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3346 | AddressLine1 |
| City | EUGENE | City |
| State | OR | State |
| ZIP Code | 974030346 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ERIKA FUNK | Name |
| Title | CCO | Title |
| Phone | 5413020300 | Phone |
| Date Signed | 2011-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Paul D Keller | Name |
| Phone | 5416861040 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | ERIKA FUNK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3346 | AddressLine1 |
| City | EUGENE | City |
| State | OR | State |
| ZIP Code | 974030346 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 194399096 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.uofoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1951 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | THE PURPOSE AND MISSION OF THE FOUNDATION ARE, ACTING ON ITS OWN OR THROUGH AFFILIATES, TO SUPPORT AND ASSIST THE UNIVERSITY OF OREGON IN ITS ACTIVITIES BY MANAGEMENT AND ADMINISTRATION OF FOUNDATION ASSETS REPRESENTING PRIVATELY DONATED FUNDS, BY LEADING ADVOCACY FOR THE UNIVERSITY, AND BY DEVELOPING, FINANCING, CONSTRUCTION, ACQUIRING AND OPERATION FACILITIES FOR OR ON BEHALF OF THE UNIVERSITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 36 | NbrIndependentVotingMembers |
| Total Nbr Employees | 43 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | -2136956 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -2124216 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 65064309 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 81974788 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -129308038 | InvestmentIncomePriorYear |
| Investment Income Current Year | 7936332 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1353114 | OtherRevenuePriorYear |
| Other Revenue Current Year | 601973 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | -62890615 | TotalRevenuePriorYear |
| Total Revenue Current Year | 90513093 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 73958876 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 100546370 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3592704 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3459996 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1158832 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10533320 | OtherExpensePriorYear |
| Other Expenses Current Year | 17675053 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 88084900 | TotalExpensesPriorYear |
| Total Expenses Current Year | 121681419 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -150975515 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -31168326 | RevenuesLessExpensesCY |
| Total Assets BOY | 714724266 | TotalAssetsBOY |
| Total Assets EOY | 737052822 | TotalAssetsEOY |
| Total Liabilities BOY | 60671462 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 82743428 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 654052804 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 654309394 | NetAssetsOrFundBalancesEOY |
| Mission Description | IN SUPPORT OF THE FOUNDATION'S MISSION, STAFF ENDEAVORS TO POSITIVELY IMPACT SOCIETY BY SUPPORTING THE UNIVERSITY OF OREGON'S MISSION OF EDUCATION, RESEARCH AND ENTREPRENEURSHIP THROUGH EXEMPLARY STEWARDSHIP OR RELATIONSHIPS AND RESOURCES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 15029071 | Expense |
| Grants | 15029071 | Grants |
| Description | FUNDS ARE DISBURSED FROM RESTRICTED CONTRIBUTIONS TO THE UNIVERSITY OF OREGON AT THE REQUEST OF AUTHORIZED UNIVERSITY OFFICIALS FOR THE DONOR DESIGNATED PURPOSE OF THE CONTRIBUTION: STUDENT AID; ACADEMIC MERIT AND NEEDS SCHOLARSHIPS; STUDENT ATHLETIC SCHOLARSHIPS; STUDENT LOANS AND WAGES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 17758645 | Expense |
| Grants | 17758645 | Grants |
| Description | FUNDS ARE DISBURSED FROM RESTRICTED CONTRIBUTIONS TO THE UNIVERSITY OF OREGON AT THE REQUEST OF AUTHORIZED UNIVERSITY OFFICIALS FOR THE DONOR DESIGNATED PURPOSE OF THE CONTRIBUTION: OTHER UNIVERSITY SUPPORT; SUPPLIES AND OPERATING EXPENSES AND PERSONNEL EXPENSES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 73489582 | Expense |
| Grants | 62673964 | Grants |
| Description | FUNDS ARE DISBURSED FROM RESTRICTED CONTRIBUTIONS TO THE UNIVERSITY OF OREGON AT THE REQUEST OF AUTHORIZED UNIVERSITY OFFICIALS FOR THE DONOR DESIGNATED PURPOSE OF THE CONTRIBUTION: ACADEMIC FACILITIES AND EQUIPMENT; NON-ACADEMIC FACILITIES AND EQUIPMENT. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5084690 | Expense |
| Grants | 5084690 | Grants |
| Description | FUNDS ARE DISBURSED FROM RESTRICTED CONTRIBUTIONS TO THE UNIVERSITY OF OREGON AT THE REQUEST OF AUTHORIZED UNIVERSITY OFFICIALS FOR THE DONOR DESIGNATED PURPOSE OF THE CONTRIBITUION: INSTRUCTIONAL AND RESEARCH PROGRAMS; OTHER FACULTY SUPPORT. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 5084690 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 5084690 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 111361988 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| 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 | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 249 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 43 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | CY | NameOfForeignCountry |
| Name Of Foreign Country | LU | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 36 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | 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 | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF OREGON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5413020300 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3346 | AddressLine1 |
| City | EUGENE | City |
| State | OR | State |
| ZIP Code | 974030346 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (41 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| THOMAS COSTABILE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KEITH L THOMPSON | ||||||||
| TRUSTEE | 0.80 | X | 0 | 0 | 0 | |||
| JOSEPH H GONYEA II | ||||||||
| TRUSTEE | 0.80 | X | 0 | 0 | 0 | |||
| LARRY S BRUTON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT C FULTON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GEORGE E GLASS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ALLEN L GUMMER | ||||||||
| TRUSTEE | 0.80 | X | 0 | 0 | 0 | |||
| LORRY I LOKEY | ||||||||
| TRUSTEE | 0.80 | X | 0 | 0 | 0 | |||
| SAMMIE MCCORMACK | ||||||||
| TRUSTEE | 0.80 | X | 0 | 0 | 0 | |||
| JANICE M MONTI | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CHERYL D PERRIN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT F TURNER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD B WARD | ||||||||
| TRUSTEE | 0.80 | X | 0 | 0 | 0 | |||
| CAROL B WILLIAMS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL D COUCH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| EDWIN J HAGERTY | ||||||||
| TRUSTEE | 0.80 | X | 0 | 0 | 0 | |||
| EDWARD L MALETIS | ||||||||
| TRUSTEE | 0.80 | X | 0 | 0 | 0 | |||
| DOUGLAS W OAS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GINEVRA REED RALPH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROHN M ROBERTS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| COLIN SLADE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| STACY M SQUIRES | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL B WILKES | ||||||||
| TRUSTEE | 0.80 | X | 0 | 0 | 0 | |||
| CHERYL RAMBERG FORD | ||||||||
| TRUSTEE | 0.80 | X | 0 | 0 | 0 | |||
| J SCOTT ANDREWS | ||||||||
| TRUSTEE | 0.80 | X | 0 | 0 | 0 | |||
| AMY RITTENBERG-KARI | ||||||||
| TRUSTEE | 0.80 | X | 0 | 0 | 0 | |||
| SUSIE YANCEY PAPE | ||||||||
| TRUSTEE | 0.80 | X | 0 | 0 | 0 | |||
| MARK RICHARDS | ||||||||
| TRUSTEE | 0.80 | X | 0 | 0 | 0 | |||
| DWAYNE RICHARDSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CHRIS A SMITH | ||||||||
| TRUSTEE | 0.80 | X | 0 | 0 | 0 | |||
| DANA L WADE | ||||||||
| TRUSTEE | 0.80 | X | 0 | 0 | 0 | |||
| R PAUL WEINHOLD | ||||||||
| PRESIDENT/CEO | 40.00 | 137996 | 0 | 8872 | X | |||
| JAY D NAMYET | ||||||||
| CIO (CHIEF INVESTMENT OFFICER) | 40.00 | 305468 | 0 | 62528 | X | |||
| GARY F LIVESAY | ||||||||
| COO | 40.00 | 165181 | 0 | 43047 | X | |||
| STEVEN J HOLWERDA | ||||||||
| TREASURER & SECRETARY | 2.00 | 0 | 0 | 0 | X | |||
| DAN W HOLLINGSHEAD | ||||||||
| BOARD CHAIR | 2.00 | 0 | 0 | 0 | X | |||
| JON P ANDERSON | ||||||||
| SECOND CHAIR ELECT | 2.00 | 0 | 0 | 0 | X | |||
| NORMAN H BROWN JR | ||||||||
| CHAIR ELECT | 2.00 | 0 | 0 | 0 | X | |||
| GWENDOLYN H LILLIS | ||||||||
| IMMEDIATE PAST BOARD CHAIR | 2.00 | 0 | 0 | 0 | X | |||
| MELINDA MULHORN | ||||||||
| VP-FINANICAL MANAGEMENT | 40.00 | 125378 | 0 | 29650 | X | |||
| KAREN A KREFT | ||||||||
| FORMER PRESIDENT/CEO | 0.00 | 170750 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 904773 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 144097 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 1 | 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 |
|---|---|---|---|---|---|
| JACOBSON CONSULTING | |||||
| 575 EIGHTH AVE 21ST FL | NEW YORK | NY | 10018 | SOFTWARE CONSULTING | 404160 |
| SUNGARD HIGHER EDUCATION | |||||
| 14083 COLLECTIONS CTR DR | CHICAGO | IL | 60693 | SOFTWARE CONSULTING | 384136 |
| CHAMBERS CONSTRUCTION | |||||
| 3028 JUDKINS RD 1 | EUGENE | OR | 97403 | CONSTRUCTION & REMODELING | 262474 |
| SUNGARD HE MANAGED SERVICES | |||||
| 2300 MAITLAND CENTER PARKWAY SUITE | MAITLAND | FL | 35751 | SOFTWARE CONSULTING | 161808 |
| MOSS ADAMS LLP | |||||
| 975 OAK STREET SUITE 500 | EUGENE | OR | 97401 | AUDIT | 157159 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| All Other Contributions | 81974788 | AllOtherContributions |
| Noncash Contributions | 39985827 | NoncashContributions |
| Total Contributions | 81974788 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3269818 | TotalRevenueColumn |
| Exclusion | $3,269,818 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12042 | TotalRevenueColumn |
| Exclusion | $12,042 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 612011 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 461557 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 150454 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 150454 | TotalRevenueColumn |
| Unrelated Business Revenue | -33363 | UnrelatedBusinessRevenue |
| Exclusion | $183,817 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 106611460 | Securities |
| Other | 1479500 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 102211348 | Securities |
| Other | 1213098 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4400112 | Securities |
| Other | 266402 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4666514 | TotalRevenueColumn |
| Exclusion | $4,666,514 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|---|
| other revenue | 900099 | 2177970 | $2,177,970 | ||
| giving assessment | 900099 | 365100 | 365100 | ||
| PARTNERSHIP FLOW THROU | 900000 | -2103593 | -2103593 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 439477 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 90513093 | TotalRevenueColumn |
| Related Or Exempt Function Income | 365100 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -2136956 | UnrelatedBusinessRevenue |
| Exclusion | $10,310,161 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100546370 | Total |
| Program Services | 100546370 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 991982 | Total |
| Management And General | 991982 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1503123 | Total |
| Management And General | 1503123 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 400219 | Total |
| Management And General | 400219 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 376548 | Total |
| Management And General | 376548 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 188124 | Total |
| Management And General | 188124 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95384 | Total |
| Management And General | 95384 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148886 | Total |
| Management And General | 148886 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2754727 | Total |
| Management And General | 2754727 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 171811 | Total |
| Management And General | 171811 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20628 | Total |
| Management And General | 20628 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 285198 | Total |
| Management And General | 285198 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 168294 | Total |
| Management And General | 168294 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47844 | Total |
| Management And General | 47844 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3705 | Total |
| Management And General | 3705 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 279938 | Total |
| Management And General | 279938 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220124 | Total |
| Management And General | 220124 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31721 | Total |
| Management And General | 31721 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| UO PROGRAM SUPPORT | 11758132 | 10815618 | 942514 | |
| UO FUNDRAISING SUPPORT | 1158832 | 1158832 | ||
| miscellaneous | 325519 | 325519 | ||
| PROPERTY EXPENSES | 107655 | 107655 | ||
| SPECIAL EVENTS | 87556 | 87556 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9099 | Total |
| Management And General | 9099 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121681419 | Total |
| Program Services | 111361988 | ProgramServices |
| Management And General | 9160599 | ManagementAndGeneral |
| Fundraising | 1158832 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47116587 | BOY |
| EOY | 32253655 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46666819 | BOY |
| EOY | 46606946 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 185852761 | BOY |
| EOY | 145938651 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 637428 | BOY |
| EOY | 21487 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 482675 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115928 | BOY |
| EOY | 156337 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 16936104 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1375395 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11211823 | BOY |
| EOY | 15560709 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170409887 | BOY |
| EOY | 193970676 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 241563542 | BOY |
| EOY | 291248517 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11149491 | BOY |
| EOY | 10813169 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 714724266 | BOY |
| EOY | 737052822 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7872038 | BOY |
| EOY | 5268098 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4684185 | BOY |
| EOY | 24004813 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48115239 | BOY |
| EOY | 53470517 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60671462 | BOY |
| EOY | 82743428 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -126751 | BOY |
| EOY | 4307619 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 344355470 | BOY |
| EOY | 331341494 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 309824085 | BOY |
| EOY | 318660281 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 654052804 | BOY |
| EOY | 654309394 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 714724266 | BOY |
| EOY | 737052822 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | 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 | 71406782 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 84223129 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 230160650 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 65064309 | CurrentTaxYearMinus1Year |
| Current Tax Year | 81974788 | CurrentTaxYear |
| Total | 532829658 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 71406782 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 84223129 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 230160650 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 65064309 | CurrentTaxYearMinus1Year |
| Current Tax Year | 81974788 | CurrentTaxYear |
| Total | 532829658 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 53019701 | AmountsSubstContributorsTotal |
| Public Support Total170 | 479809957 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11374641 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13546733 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19283965 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1816894 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3893871 | CurrentTaxYear |
| Total | 49916104 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1093076 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 634926 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 257662 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3459748 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2177969 | CurrentTaxYear |
| Total | 7623381 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 590369143 | TotalSupport |
| Gross Receipts From Admissions Etc | 1100651 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.81270 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.83290 | 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 D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 368010579 | BeginningOfYearBalance |
| Contributions | 5576187 | Contributions |
| Investment Earnings Or Losses | 31269526 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3982524 | GrantsOrScholarships |
| Other Expenditures | 8777965 | OtherExpenditures |
| Administrative Expenses | 3599902 | AdministrativeExpenses |
| End Of Year Balance | 388495901 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 453063163 | BeginningOfYearBalance |
| Contributions | 6810456 | Contributions |
| Investment Earnings Or Losses | -75338457 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 4462288 | GrantsOrScholarships |
| Other Expenditures | 8826657 | OtherExpenditures |
| Administrative Expenses | 3235638 | AdministrativeExpenses |
| End Of Year Balance | 368010579 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.82000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.18000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12801240 | OtherCostOrOtherBasis |
| Depreciation | 56832 | Depreciation |
| Book Value | 12744408 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 90914 | OtherCostOrOtherBasis |
| Depreciation | 66078 | Depreciation |
| Book Value | 24836 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3867729 | OtherCostOrOtherBasis |
| Depreciation | 1114792 | Depreciation |
| Book Value | 2752937 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 176221 | OtherCostOrOtherBasis |
| Depreciation | 137693 | Depreciation |
| Book Value | 38528 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 15560709 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT IN LIMITED PARTNERSHIPS | Description |
| Book Value | 291248517 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 291248517 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS HELD IN CUSTODY | $10,665,063 |
| OBLIGATIONS TO BENEFICIARIES UNDER SPLIT-INTERST AGREEMENTS | $42,805,454 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 53470517 | TotalOfAmounts |
| Total Revenue | 90513093 | TotalRevenue |
| Total Expenses | 121681419 | TotalExpenses |
| Excess Or Deficit For Year | -31168326 | ExcessOrDeficitForYear |
| Other | $31,424,916 | OtherAmount |
| Total Adjustments | 31424916 | TotalAdjustments |
| Excess Or Deficit Per FS | 256590 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 119183281 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 31424915 | OtherRevenues |
| Revenue Not Rptd F990 | 31424915 | RevenueNotRptdF990 |
| Revenue Subtotal | 87758366 | RevenueSubtotal |
| Investment Expenses Not Included | 2754727 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2754727 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 90513093 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 118926692 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 118926692 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 2754727 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 2754727 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 121681419 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XI, Line 8 - Other Adjustments: | FAIR VALUE ADJUSTMENT FOR INVESTMENTS: 31424915. ROUNDING ON FINANCIAL STATEMENTS: 1. |
| Part XII, Line 2d - Other Adjustments: | FAIR VALUE ADJUSTMENT FOR INVESTMENTS: 31424915. |
| PART XI, LINE 8 AND PART XII, LINE 2D: REPRESENTS NET INVESTMENT GAINS/LOSSES REALIZED AND REPORTED IN FORM 990 IN FISCAL YEAR 2010 BUT REPORTED IN PRIOR YEARS' AUDITED FINANCIAL STATEMENTS, LESS NET UNREALIZED INVESTMENT GAINS/LOSSES RECOGNIZED IN FISCAL YEAR 2010 AUDITED FINANCIAL STATEMENTS BUT NOT REPORTED IN FORM 990. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF OREGON | |||||||
| 1278 university of oregon | Eugene | OR | 974031278 | 481278531 | GOVERNMENTAL | 15029070 | STUDENT AID, ACADEMIC MERIT AND NEEDS SCHOLARSHIPS, STUDENT ATHLETIC SCHOLARSHIPS, STUDENT LOANS AND WAGES |
| UNIVERSITY OF OREGON | |||||||
| 1278 university of oregon | Eugene | OR | 974031278 | 481278531 | GOVERNMENTAL | 17758645 | UNIVERSITY SUPPORT, SUPPLIES AND OPERATING EXPENSES AND PERSONNEL EXPENSES |
| UNIVERSITY OF OREGON | |||||||
| 1278 university of oregon | Eugene | OR | 974031278 | 481278531 | GOVERNMENTAL | 62673964 | ACADEMIC FACILITIES AND EQUIPMENT AND NON-ACADEMIC FACILITIES AND EQUIPMENT |
| UNIVERSITY OF OREGON | |||||||
| 1278 university of oregon | Eugene | OR | 974031278 | 481278531 | GOVERNMENTAL | 5084690 | INSTRUCTIONAL AND RESEARCH PROGRAMS AND OTHER FACULTY SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: ALL FUNDS RECEIVED BY THE FOUNDATION FROM A DONOR ARE ADMINISTERED IN ACCORDANCE WITH THE WRITTEN INTENT OF THE DONOR. ORIGINAL GIFT DOCUMENTS ARE RETAINED IN ACCORDANCE WITH THE FOUNDATION'S RECORDS MANAGEMENT POLICY. IN ORDER TO ENSURE COMPLIANCE WITH DONOR INTENT, THE FOUNDATION PLACES ALL ASSETS INTO IDENTIFIABLE FUNDS. IT IS THE ROLE OF THE FOUNDATION TO ONLY APPROVE THOSE EXPENDITURES THAT ARE IN ALIGNMENT WITH DONOR INTENT. EACH EXPENDITURE REQUEST MUST BE SIGNED BY AN AUTHORIZED SIGNER ON THE SOURCE OF FUNDS EQUITY. THIS SIGNATURE AUTHORIZES THE FOUNDATION TO RELEASE THE FUNDS AND ATTESTS THAT THE EXPENDITURE IS CONSISTENT WITH ALL RESTRICTIONS ON THE USE OF THE EQUITY AND HAS NOT BEEN PAID FROM ANY OTHER SOURCE. THE FOUNDATION SHALL DENY A REQUEST IF IT IS DETERMINED UPON REVIEW THAT THE EXPENDITURE DOES NOT MATCH THE DONOR INTENT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAY D NAMYET | |||||||||||||
| 305468 | 0 | 0 | 0 | 0 | 0 | 44784 | 0 | 17744 | 0 | 367996 | 0 | 0 | 0 |
| GARY F LIVESAY | |||||||||||||
| 165181 | 0 | 0 | 0 | 0 | 0 | 30492 | 0 | 12555 | 0 | 208228 | 0 | 0 | 0 |
| MELINDA MULHORN | |||||||||||||
| 125378 | 0 | 0 | 0 | 0 | 0 | 23266 | 0 | 6384 | 0 | 155028 | 0 | 0 | 0 |
| KAREN A KREFT | |||||||||||||
| 170750 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 170750 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | THE PRESIDENT/CEO WAS REIMBURSED FOR SPOUSAL TRAVEL, JANUARY 2010, THAT DID NOT MEET THE IRS REQUIREMENT FOR BUSINESS PURPOSE. THE SPOUSAL TRAVEL BENEFIT WAS TREATED AS TAXABLE COMPENSTATION. THE REIMBURSEMENT AND TREATEMENT AS COMPENSATION WAS APPROVED BY THE BOARD FOR $1,514. |
| Part I, Line 4a | KAREN KREFT FORMER PRESIDENT AND CEO $170,750 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 81325 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 61 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 36553851 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVERAGE HIGH/LOW QUOTE | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 340301 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Real Estate Commercial RealEstateCommercial
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2930000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | 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 | CEMETARY PLOTS | 2 | 2850 | FMV |
| X | MINERAL RIGHTS | 1 | 2500 | FMV |
| X | EQUIPMENT | 1 | 75000 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Use: | Identifier |
| Return Reference | Part I, Line 32b: | ReturnReference |
| Explanation | The Property Committee and the Foundation's Real Estate Services department is charged with not only maximizing the return on property gifts and acquisitions, but also mitigating risk associated with property. The best method to accomplish this is to utilize industry professionals with credentials and experience lending credibility to their conclusions. Generally, the following industry professionals are hired when evaluating a property intended for acquisition or donation to the Foundation. Not all professionals are needed when evaluating or holding every property, rather, each property is unique requiring a separate and distinct review. 1. Environmental Engineer (Lead, asbestos, grey soil, pcb's, radon, visual mold) 2. Residential/Commercial Building Inspector 3. Geotechnical Engineer 4. Structural Engineer 5. Civil Engineer 6. Private Planner for land use issues 7. Pest/Dry-rot Inspector 8. Mold Inspector 9. Title Officer for title inspection 10. MAI Appraiser for valuation 11. CPA for review of financials, cost certification, tax filing 12. Attorney for document production and review 13. Real Estate Broker for determination of liquidity and sale or lease 14. Insurance Broker for insurance coverage and risk analysis 15. General Contractor for repair 16. Security professionals 17. Property Managers | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | THE AUDIT COMMITTEE MEETS TO REVIEW AND APPROVE THE 990 PRIOR TO FILING. MEETING MINUTES WILL BE PROVIDED TO ALL TRUSTEES. A COPY OF THE FORM 990 WILL BE PROVIDED ELECTRONICALLY TO ALL TRUSTEES PRIOR TO FILING. THE FOUNDATION WILL ANNUALLY, PRIOR TO THE FILING DATE, PROVIDE TRAINING TO THE TRUSTEES TO UNDERSTAND THE CONTENT OF THE FORM 990 BOTH IN GENERAL AND AS TO SPECIFIC INFORMATION FOR THE CURRENT FILING YEAR. | |
| Form 990, Part VI, Section B, line 12c | THE REVIEW OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS DOCUMENTED IN THE MANAGEMENT OF DISCLOSURE OF POTENTIAL CONFLICT OF INTEREST STATEMENT POLICY. BOTH TRUSTEES AND EMPLOYEES COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY AND UPON OCCURRENCE OF A MATERIAL CHANGE IN THE INFORMATION DISCLOSED. ALL FORMS ARE LOGGED AND REVIEWED TO IDENTIFY THOSE WHO HAVE INDICATED A POTENTIAL CONFLICT. A DESIGNATED EXECUTIVE MANAGEMENT GROUP REVIEWS THOSE WITH POTENTIAL CONFLICTS TO DETERMINE IF THERE TRULY IS A CONFLICT OF INTEREST. FOR TRUSTEES, A CONFLICT OF INTEREST LOG IS MAINTAINED AND AVAILABLE FOR REFERENCE AT ALL BOARD MEETINGS. PRIOR TO VOTE, THE BOARD CHAIR WILL IDENTIFY ANY INDIVIDUALS WHO MUST ABSTAIN FROM VOTING DUE TO A CONFLICT OF INTEREST. FOR EMPLOYEES, ANY TRUE CONFLICTS ARE DISCUSSED WITH THE EMPLOYEE AND HUMAN RESOURCES AND THE EMPLOYEE WILL BE RESTRAINED FROM PARTICIPATION IN A TRANSACTION DIRECTLY RELATED TO THE CONFLICT. | |
| Form 990, Part VI, Section C, line 19 | THE FOUNDATION WEBSITE, WWW.UOFOUNDATION.ORG, PROVIDES THE PUBLIC WITH ACCESS TO VIEW AND PRINT THE MOST RECENT FOUR ANNUAL REPORTS, CONFIDENTIALITY AND OTHER POLICIES. ADDITIONALLY, ALL TRUSTEES HAVE ACCESS TO, VIA THE WEBSITE, THE ARTICLES OF INCORPORATION, BYLAWS, COMMITTEE CHARTERS, ALL COMMITTEE AND FULL BOARD MEETING MINUTES, MEMO OF UNDERSTANDING WITH THE UNIVERSITY, WHISTLEBLOWER AND CONFLICT OF INTEREST POLICIES, STATEMENT OF ETHICAL VALUES, AND STANDARDS OF ETHICAL CONDUCT. THE FOUNDATION WILL ALSO PROVIDE HARDCOPIES OF THE ANNUAL REPORTS UPON REQUEST. | |
| FORM 990, PART VI, SECTION B, LINE 15 | The Board of Trustee's Executive Compensation Committee develops and recommends for Board approval a compensation philosophy, the President/CEO total compensation package in accordance with the rebuttable presumption of reasonableness, and the performance reviews and compensation of all Foundation executives. During the reporting year, no compensation determinations were made. | COMPENSATION DETERMINATION |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| NATIONAL CHAMPIONSHIP PROPERTIES LLC | |||||||||
| C/O UO foundation 360 E 10th ave | eugene | OR | 97401 | 201644870 | TO FACILITATE THE CONSTRUCTION OF A NEW BASKETBALL ARENA | OR | 2741 | 127286 | UNIVERSITY OF OREGON FOUNDATION |
| OREGON FUTURE EXPANSION II LLC | |||||||||
| C/O UO foundation 360 E 10th ave | eugene | OR | 97401 | 936015767 | TO ACQUIRE CERTAIN REAL PROPERTY INTENDED FOR USE BY THE UO | OR | 105987 | 1738653 | UNIVERSITY OF OREGON FOUNDATION |
| OREGON FUTURE EXPANSION III LLC | |||||||||
| C/O UO foundation 360 E 10th ave | Eugene | OR | 97401 | 936015767 | TO ACQUIRE AND IMPROVE REAL PROPERTY | OR | 385828 | 4700142 | UNIVERSITY OF OREGON FOUNDATION |
| PHIT LLC | |||||||||
| C/O UO foundation 360 E 10th ave | Eugene | OR | 97401 | 264501534 | TO EXPEDITE RENOVATION AND CONSTRUCTION OF FACILITIES FOR THE UO | OR | 11826140 | 4120283 | UNIVERSITY OF OREGON FOUNDATION |
| OREGON FUTURE EXPANSION PK LLC | |||||||||
| C/O UO foundation 360 E 10th ave | Eugene | OR | 97401 | 936015767 | TO FACILITATE FUNDING FOR THE EXPANSION OF THE BASEBALL FACILITIES | OR | 2206 | 11363467 | UNIVERSITY OF OREGON FOUNDATION |
| OREGON FUTURE EXPANSION FRANKLIN LLC | |||||||||
| C/O UO foundation 360 E 10th ave | Eugene | OR | 97401 | 936015767 | TO ACQUIRE CERTAIN REAL PROPERTY INTENDED FOR USE BY THE UO | OR | 44195 | 2097597 | UNIVERSITY OF OREGON FOUNDATION |
| OREGON FUTURE EXPANSION TIGARD LLC | |||||||||
| C/O UO foundation 360 E 10th ave | Eugene | OR | 97401 | 936015767 | TO RECEIVE AND MANAGE A GIFT OF COMMERCIAL PROPERTY FOR THE UO | OR | 2656023 | 2634831 | UNIVERSITY OF OREGON FOUNDATION |
| OREGON FUTURE EXPANSION COKE LLC | |||||||||
| C/O UO foundation 360 E 10th ave | Eugene | OH | 97401 | 936015767 | TO MAKE FUTURE PROPERTY ACQUISITIONS FOR THE UO | OR | -100 | UNIVERSITY OF OREGON FOUNDATION | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | 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 | 1 | 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 |
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