OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION (EIN 23-7083114)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201111369349307111
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T16:44:06-07:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237083114 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oregon Health and Science University | BusinessNameLine1 |
| Business Name Line2 | Foundation | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OREG | NameControl |
| Phone | 5032281730 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 SW Salmon Street | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 97205 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Allan H Price | Name |
| Title | President | Title |
| Date Signed | 2011-05-16 | DateSigned |
| 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) |
|---|---|---|
| Name Of Principal Officer Person | Allan Price | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 SW Salmon Street Ste 100 | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 97205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 224301576 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| Web Site | www.ohsufoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1970 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | Oregon Health & Science University Foundation is a nonprofit organization established in 1970 dedicated to secure private philanthropic support for OHSU and to invest and manage gifts responsibly in accordance with donors' wishes. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 51 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 42 | NbrIndependentVotingMembers |
| Total Nbr Employees | 123 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | -216535 | TotalGrossUBI |
| Contributions Grants Prior Year | 184320196 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 44879952 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1182077 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1077312 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 14400561 | InvestmentIncomePriorYear |
| Investment Income Current Year | 18253895 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2123640 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2002578 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 202026474 | TotalRevenuePriorYear |
| Total Revenue Current Year | 66213737 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 66721866 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 40446149 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7498089 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8405836 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4924509 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2889604 | OtherExpensePriorYear |
| Other Expenses Current Year | 3083573 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 77109559 | TotalExpensesPriorYear |
| Total Expenses Current Year | 51935558 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 124916915 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 14278179 | RevenuesLessExpensesCY |
| Total Assets BOY | 595678392 | TotalAssetsBOY |
| Total Assets EOY | 649183016 | TotalAssetsEOY |
| Total Liabilities BOY | 25337830 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 40465259 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 570340562 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 608717757 | NetAssetsOrFundBalancesEOY |
| Mission Description | Oregon Health & Science University Foundation is a nonprofit organization established in 1970 dedicated to secure private philanthropic support for OHSU and to invest and manage gifts responsibly in accordance with donors' wishes. | MissionDescription |
| Significant New Program Services | true | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 40740252 | Expense |
| Grants | 40740252 | Grants |
| Revenue | 21333785 | Revenue |
| Description | Contributions, grants, transfers to Oregon Health and Science University for research leading to the prevention and treatment of disease, teaching, and institutional support and maintenance. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 41593 | Expense |
| Grants | 41593 | Grants |
| Revenue | 41593 | Revenue |
| Description | Grants and transfers to support programs of other charitable, medical, and educational organizations. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 40781845 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 388 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 123 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | true | Form8899Filed |
| Form1098 C Filed | true | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Nbr Voting Governing Body Members | 51 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 42 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Lori MuellerVP Fin Adm | NamePerson |
| Telephone Number | 5032288313 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 SW Salmon Street 100 | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 97205 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (59 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Wayne A Drinkward | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Walter H Grebe JD | ||||||||
| Treasurer | 1.00 | X | 0 | 0 | 0 | |||
| Truman W Collins Jr | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Tony L Hopson Sr | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Tamara L Lundgren | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Susan H Nicol | ||||||||
| DCHF Exec Dir | 40.00 | 172788 | 3140 | 37139 | X | |||
| Steven W Beadnell DMD | ||||||||
| Trustee | 1.00 | X | 0 | 17177 | 0 | |||
| Stephen S Pawlowski | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Shirley N Pape RD | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Sharon A LaCroix Kitzhaber | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Ruth J Fisher | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Ruth H Layton | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Ronald E Timpe | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Ronald C Parker | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Ronald Brake | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Roderick C Wendt | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Robert S Gregg | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Robert L Ridgley JD | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Robert G Gootee | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Rob Shick | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Rich Royse | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| R Sam Connell Jr PhD | ||||||||
| Trustee | 1.00 | X | 0 | 13164 | 0 | |||
| Peter O Kohler MD | ||||||||
| Trustee | 1.00 | X | 0 | 22835 | 4181 | |||
| Peter C Olson | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Patrick J Green JD | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Patricia L Smith | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Norwood W Knight-Richardson MD | ||||||||
| Trustee | 1.00 | X | 0 | 296912 | 10190 | |||
| Mina M Schnitzer | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mary D Wilcox JD | ||||||||
| Secretary | 1.00 | X | 0 | 0 | 0 | |||
| Maria M Pope | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Marcus C Mundy | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Marcia S Walsh | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Malia H Wasson | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| M Susan Smith PhD | ||||||||
| Trustee | 1.00 | X | 0 | 118852 | 6348 | |||
| M Kem Hawkins | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Lori L Mueller | ||||||||
| VP Fin Admin | 40.00 | 153872 | 0 | 38217 | X | |||
| Lori B Flexer CFA | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Keith L Thomson | ||||||||
| Chairman | 10.00 | X | 0 | 0 | 0 | |||
| Julie Neupert Stott | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Julie Fitzgerald | ||||||||
| AVP Medicine | 40.00 | 127116 | 0 | 29030 | X | |||
| Joy McCammon | ||||||||
| VP Org Dev | 40.00 | 102166 | 0 | 21656 | X | |||
| Joseph E Robertson Jr MD | ||||||||
| Trustee | 1.00 | X | 0 | 730523 | 15000 | |||
| Joseph D Matarazzo PhD | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| John W Dixon | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| John L Blackwell | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Jill Price DMD | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Janet Fratella | ||||||||
| VP Donor Rel | 40.00 | 43689 | 0 | 15850 | X | |||
| James B Jeddeloh | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Honorable Elizabeth K Johnson | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Gordon D Sondland | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Gary W Reynolds | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Eric E Parsons | ||||||||
| Vice Chairman | 1.00 | X | 0 | 0 | 0 | |||
| Dee Metaj | ||||||||
| VP Development | 40.00 | 184218 | 0 | 33062 | X | |||
| Constance French | ||||||||
| Senior VP | 40.00 | 269932 | 0 | 51072 | X | |||
| Carmen E Phillips | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Arlene D Schnitzer | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Ann P Edlen | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Allan Price | ||||||||
| President | 40.00 | 483134 | 0 | 46500 | X | |||
| Alice B Davies | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1536915 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1202603 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 308245 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Tonkon Torp LLP | |||||
| 888 SW Fifth Avenue Ste 1600 | Portland | OR | 972042099 | Legal | 180704 |
| Sunriver Resort LP | |||||
| PO Box 3609 | Sunriver | OR | 97707 | Conferences | 114024 |
| KPMG LLP | |||||
| PO Box 120001 | Dallas | TX | 75312 | Accounting and Tax | 166631 |
| Cambridge Associates LLC | |||||
| 100 Summer Street | Boston | MA | 02110 | Consulting | 512871 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Federated Campaigns | 21526 | FederatedCampaigns |
| Fundraising Events | 641114 | FundraisingEvents |
| Related Organizations | 3113893 | RelatedOrganizations |
| All Other Contributions | 41103419 | AllOtherContributions |
| Noncash Contributions | 5807582 | NoncashContributions |
| Total Contributions | 44879952 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| Education of Public | 741852 | 741852 |
| Alumni/Outreach Activity | 335460 | 335460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1077312 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12334425 | TotalRevenueColumn |
| Unrelated Business Revenue | -216535 | UnrelatedBusinessRevenue |
| Exclusion | $12,550,960 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 163246484 | Securities |
| Other | 449333 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 157365909 | Securities |
| Other | 410438 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5880575 | Securities |
| Other | 38895 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5919470 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5919470 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 182122 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 641114 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 311492 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -129370 | TotalRevenueColumn |
| Exclusion | -$129,370 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| Research activity agmts | 900099 | 159842 | $159,842 | |
| Mgmt Service Fees | 900099 | 1972106 | 1972106 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2131948 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 66213737 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8968888 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -216535 | UnrelatedBusinessRevenue |
| Exclusion | $12,581,432 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40446149 | Total |
| Program Services | 40446149 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1872385 | Total |
| Program Services | 51992 | ProgramServices |
| Management And General | 948381 | ManagementAndGeneral |
| Fundraising | 872012 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4790012 | Total |
| Program Services | 158224 | ProgramServices |
| Management And General | 2780720 | ManagementAndGeneral |
| Fundraising | 1851068 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 430220 | Total |
| Program Services | 12646 | ProgramServices |
| Management And General | 224273 | ManagementAndGeneral |
| Fundraising | 193301 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 905195 | Total |
| Program Services | 29430 | ProgramServices |
| Management And General | 547613 | ManagementAndGeneral |
| Fundraising | 328152 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 408024 | Total |
| Program Services | 12612 | ProgramServices |
| Management And General | 231564 | ManagementAndGeneral |
| Fundraising | 163848 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120653 | Total |
| Program Services | 3807 | ProgramServices |
| Management And General | 82626 | ManagementAndGeneral |
| Fundraising | 34220 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 215152 | Total |
| Program Services | 6788 | ProgramServices |
| Management And General | 206764 | ManagementAndGeneral |
| Fundraising | 1600 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 537359 | Total |
| Program Services | 16955 | ProgramServices |
| Management And General | 180742 | ManagementAndGeneral |
| Fundraising | 339662 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93079 | Total |
| Fundraising | 93079 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 555328 | Total |
| Program Services | 17522 | ProgramServices |
| Management And General | 140664 | ManagementAndGeneral |
| Fundraising | 397142 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140677 | Total |
| Program Services | 4439 | ProgramServices |
| Management And General | 97713 | ManagementAndGeneral |
| Fundraising | 38525 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 417279 | Total |
| Program Services | 13166 | ProgramServices |
| Management And General | 185739 | ManagementAndGeneral |
| Fundraising | 218374 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78750 | Total |
| Program Services | 2485 | ProgramServices |
| Management And General | 17425 | ManagementAndGeneral |
| Fundraising | 58840 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69563 | Total |
| Program Services | 2195 | ProgramServices |
| Management And General | 17584 | ManagementAndGeneral |
| Fundraising | 49784 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 218022 | Total |
| Management And General | 218022 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising | Program ServicesProgramServices |
|---|---|---|---|---|
| Sponsored Events | 198742 | 49088 | 149654 | |
| Realized losses on investmetns | 194861 | 194861 | ||
| Other Management and Admin. | 108860 | 105425 | 3435 | |
| Other Fundraising Expenses | 135248 | 135248 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51935558 | Total |
| Program Services | 40781845 | ProgramServices |
| Management And General | 6229204 | ManagementAndGeneral |
| Fundraising | 4924509 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22827627 | BOY |
| EOY | 6967196 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11760234 | BOY |
| EOY | 14663450 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119103063 | BOY |
| EOY | 103003978 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1022120 | BOY |
| EOY | 1313344 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1303933 | BOY |
| EOY | 1301739 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96272 | BOY |
| EOY | 137618 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1563129 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 941553 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 465654 | BOY |
| EOY | 621576 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 309812919 | BOY |
| EOY | 356020420 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122678792 | BOY |
| EOY | 156687743 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6607778 | BOY |
| EOY | 8465952 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 595678392 | BOY |
| EOY | 649183016 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2102929 | BOY |
| EOY | 2040014 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23234901 | BOY |
| EOY | 38425245 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25337830 | BOY |
| EOY | 40465259 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 454227163 | BOY |
| EOY | 478525823 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 465654 | BOY |
| EOY | 621576 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115647745 | BOY |
| EOY | 129570358 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 570340562 | BOY |
| EOY | 608717757 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 595678392 | BOY |
| EOY | 649183016 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 47857187 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 76545623 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 53540188 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 92656010 | CurrentTaxYearMinus1Year |
| Current Tax Year | 44879952 | CurrentTaxYear |
| Total | 315478960 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 47857187 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 76545623 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 53540188 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 92656010 | CurrentTaxYearMinus1Year |
| Current Tax Year | 44879952 | CurrentTaxYear |
| Total | 315478960 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 38039350 | AmountsSubstContributorsTotal |
| Public Support Total170 | 277439610 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9928742 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12404024 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13443262 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14400561 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12334425 | CurrentTaxYear |
| Total | 62511014 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -22307 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -32462 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 48491 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 48819 | CurrentTaxYearMinus1Year |
| Total | 42541 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 378032515 | TotalSupport |
| Public Support Pertcentage170 | 0.73390 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.75280 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 2 | NumberDAFsHeld |
| Donor Advised Contributions | 975 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 34000 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 1067123 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 244903795 | BeginningOfYearBalance |
| Contributions | 8803340 | Contributions |
| Investment Earnings Or Losses | 27631831 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1690536 | GrantsOrScholarships |
| Other Expenditures | 11671717 | OtherExpenditures |
| Administrative Expenses | 3054881 | AdministrativeExpenses |
| End Of Year Balance | 264921832 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 322760382 | BeginningOfYearBalance |
| Contributions | 11431155 | Contributions |
| Investment Earnings Or Losses | -71518318 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1655370 | GrantsOrScholarships |
| Other Expenditures | 12445471 | OtherExpenditures |
| Administrative Expenses | 3668583 | AdministrativeExpenses |
| End Of Year Balance | 244903795 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.41050 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.57810 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.01140 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 327719 | OtherCostOrOtherBasis |
| Depreciation | 55790 | Depreciation |
| Book Value | 271929 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1235410 | OtherCostOrOtherBasis |
| Depreciation | 885763 | Depreciation |
| Book Value | 349647 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 621576 | TotalOfBookValueLandBuildings |
| Total Of Book Value Securities | 156687743 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Liability for life income agreements | $15,193,727 |
| Lease incentives | $567,948 |
| Due to other institutions | $1,271,063 |
| Due to OHSU | $21,392,507 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 38425245 | TotalOfAmounts |
| Total Revenue | 66213737 | TotalRevenue |
| Total Expenses | 51935558 | TotalExpenses |
| Excess Or Deficit For Year | 14278179 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 26659399 | NetUnrealizedGLOnInvestments |
| Investment Expenses | -4049235 | InvestmentExpenses |
| Other | $1,515,852 | OtherAmount |
| Total Adjustments | 24126016 | TotalAdjustments |
| Excess Or Deficit Per FS | 38404195 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 94388988 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 26659399 | NetUnrealizedGainsInvestments |
| Other Revenues | 1515852 | OtherRevenues |
| Revenue Not Rptd F990 | 28175251 | RevenueNotRptdF990 |
| Revenue Subtotal | 66213737 | RevenueSubtotal |
| Total Revenue Per Form990 | 66213737 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 55984793 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 55984793 | ExpensesSubtotal |
| Investment Expenses Not Included2 | -4049235 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | -4049235 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 51935558 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XII, Line 2d | Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Change in value of life income $1515852 |
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | Change in value of life income $1515852 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | An endowed fund may support a specific Oregon Health and Science University school, department, research institute or program. It also may support specific people or purposes such as a faculty professorship or chair, scholarship or fellowship, research activity, visiting lecturer or patient care. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Women's Health Gala 2009 | NameOfEvent1 |
| Gross Receipts Event1 | 291904 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 273800 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 18104 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 58432 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Surgery Golf 2009 | NameOfEvent2 |
| Gross Receipts Event2 | 117211 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 68701 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 48510 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 50984 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 12 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 414121 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 298613 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 115508 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 202076 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 823236 | GrossReceiptsTotal |
| Charitable Contributions Total | 641114 | CharitableContributionsTotal |
| Gross Revenue Total Events | 182122 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 311492 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 311492 | DirectExpenseSummaryEvents |
| Net Income Summary | -129370 | NetIncomeSummary |
Schedule I IRS990ScheduleI
Recipient Table RecipientTable (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| Providence St Vincent Med Fdn | ||||||||
| 9205 SW Barnes Rd | Portland | OR | 97225 | 930575982 | 501(c)3 | 31666 | 0 | Research |
| OHSU | ||||||||
| 3181 SW Sam Jackson Park Rd | Portland | OR | 97239 | 931176109 | Oregon Health and Sc | 9495154 | 0 | Academic admin. and supp. |
| OHSU | ||||||||
| 3181 SW Sam Jackson Park Rd | Portland | OR | 97239 | 931176109 | Oregon Health and Sc | 4587965 | 0 | Instructional activities. |
| OHSU | ||||||||
| 3181 SW Sam Jackson Park Rd | Portland | OR | 97239 | 931176109 | Oregon Health and Sc | 2577478 | 0 | Clinical support |
| OHSU | ||||||||
| 3181 SW Sam Jackson Park Rd | Portland | OR | 97239 | 931176109 | Oregon Health and Sc | 2099577 | 0 | Public service |
| OHSU | ||||||||
| 3181 SW Sam Jackson Park Rd | Portland | OR | 97239 | 931176109 | Oregon Health and Sc | 1921577 | 0 | Institut. support, admin. |
| OHSU | ||||||||
| 3181 SW Sam Jackson Park Rd | Portland | OR | 97239 | 931176109 | Oregon Health and Sc | 1680810 | 0 | Student aid and training |
| OHSU | ||||||||
| 3181 SW Sam Jackson Park Rd | Portland | OR | 97239 | 931176109 | Oregon Health and Sc | 15891206 | 0 | Research and develop. |
| OHSU | ||||||||
| 3181 Sam Jackson Park Rd | Portland | OR | 97239 | 931176109 | Oregon Health and Sc | 2177789 | 0 | Capital projects and planning |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Susan H Nicol | |||||||||||
| 172788 | 3140 | 20735 | 16404 | 209927 | 3140 | ||||||
| Norwood W Knight-Richardson MD | |||||||||||
| 307102 | 296912 | 8100 | 2090 | ||||||||
| Lori L Mueller | |||||||||||
| 153872 | 18465 | 19752 | 192089 | ||||||||
| Julie Fitzgerald | |||||||||||
| 127116 | 15254 | 13776 | 156146 | ||||||||
| Joseph E Robertson Jr MD | |||||||||||
| 26668 | 745523 | 684032 | 15000 | 19823 | |||||||
| Dee Metaj | |||||||||||
| 184218 | 22106 | 10956 | 217280 | ||||||||
| Constance French | |||||||||||
| 269932 | 29400 | 21672 | 321004 | ||||||||
| Allan Price | |||||||||||
| 411499 | 29400 | 17100 | 529634 | 63100 | 8535 | ||||||
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Sch J, Part III, Additional Information | Part III, Additional Information | Part 1, Line 1a - Relevant Information Regarding Compensation BeneifitsThe organization paid a local social club fees for its president and a key employee. This benefit was treated as taxable compensation. |
| Sch J, Part I, Line 1a | Part I, Line 1a: Relevant information in regards to selections on 1a. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Peter Kohler MD | |||
| OHSUF Trustee | 400522 | Financial Products | false |
| Ronald Timpe | |||
| OHSUF Trustee | 400522 | Financial Products | false |
| Eric Parsons | |||
| OHSUF Trustee | 400522 | Financial Products | false |
| Arlene Schnitzer | |||
| OHSUF Trustee | 138707 | Building Lease | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1079 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 3676 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Compar. sales | MethodOfDeterminingRevenues |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 130000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Compar. sales | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 83 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3852761 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV-Sale price | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 225000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Compar. sales | MethodOfDeterminingRevenues |
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 15 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 284998 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Compar. sales | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Other | Description |
| Number Of Contributions | 178 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1310068 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV-Sale price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 3 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 32, Hire and Use of Third Parties | Identifier |
| Explanation | The organization partners with Volunteers of America for the collection and sale of gifts of automobiles. The organization also engages the services of real estate agents when selling gifts of real property. The organization uses stock brokers to process and sell securities. The services of marketing firms in the solicitation of planned gifts is also used. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | While federal tax laws do not mandate that the organization's governing documents, conflict of interest policy and financial statements be made available for public inspection, limited information on the governing documents, conflict of interest policy and financial statements is available at the Foundation's website. This information is not readily available for the general public and requests for this information are assessed on a case by case basis by the relevant Foundation employee before disclosure. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Process of determining the compensation:1. Review and approval by a governing body: A compensation committee is composed of OHSU Foundation Board of Trustees with members to include but not be limited to the Board chair, immediate past chair, and finance chair. The compensation committee reviews the documentation for approval within a reasonable time after preparation.2. Use of data as to comparable compensation: For each position subject to review, comparability data is gathered from any of the following sources - industry surveys,documented compensation of persons holding similar positions in similar organizations,expert compensation studies, or other comparable data. Data may be obtained by any means, including documented phone calls. For each time there is a material change to the salary range or compensation package of the affected position and/or person in that position, new data is gathered and new documentation is created. Annual cost-of living increases, based on government cost-of-living figures, would not necessitate a new documentation. This process was last undertaken in April 2010 for all officers and key employees except the president (2008) and the senior vice president (new position in 2008).3. Contemporaneous documentation regarding decisions: All documentation on final decisions made by the compensation committee is kept on record in the OHSU Foundation Human Resources Department. This process was last undertaken for Allan Price, President in 2008 and for Immediate former President Stephen Sanders in 2007. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | An annual conflict of interest questionnaire and statement to sign are provided to each covered person to disclose any interests that could give rise to conflicts of interest. Covered persons include officers, directors, chief executive, chief finance executive, and senior management members. The Executive Committee and the Chairman of the Board reviews conflict of interest statements. The Chairman determines the action to take regarding any persons with conflict of interest. This may include, but not limited to, asking the person not to participate in related decisions or asking the person to resign from the position. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | The VP of Finance and the Controller review the final draft of Form 990. In addition, the final draft of Form 990 is also reviewed by an outside accounting firm. This draft is then provided to the Foundation finance and audit committee, and then to the executive committee. The executive committee reviews the form and upon its approval, the committee recommends the final copy to the Board for acceptance and authorization. The return is approved by the voting Board. The President of the Foundation reviews and signs the return before it is filed. |
| Form 990, Part VI, Line 2 | Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Arlene Schnitzer and Mina Schnitzer have a family relationship. |
| Form 990, Part III, Line 2 | Form 990, Part III, Line 2: New Services | Oregon Health & Science University Foundation is a nonprofit organization established in 1970 to secure private philanthropic support to advance OHSU's vital missions, and to invest and manage gifts responsibly to honor donors' wishes. In FY09-10, the OHSU Foundation:- Received gift commitments totaling $52 million.- Launched a three-year, $100 million initiative to support OHSU faculty and give them the resources needed to succeed. The first phase of this initiative is focused on a dozen university priorities identified by OHSU faculty and approved by the university's Executive Leadership Team. In FY09-10 the OHSU Foundation raised $25.8 million for this initiative.- Launched a Patient Partner Program designed to provide grateful OHSU patients and their families a vehicle for supporting OHSU and recognizing exceptional care.- Received a gift of $2.5 million from Columbia Sportswear's Boyle family - President and CEO Tim Boyle, his wife, Mary, and his mother, Chairman of the Board Gert Boyle - to endow a faculty chair in basic science at the OHSU Knight Cancer Institute in honor of Gert's late sister, Hildegard Lamfrom, Ph.D.- Raised $15 million in scholarship support, including $5 million for the School of Medicine from an anonymous donor, $5.1 million from the Wilbur Van Zile estate to the School of Dentistry, and $1 million for the School of Nursing from Susan Pasarow and Andres Berger-Kiss, Ph.D. - Received a number of gift commitments to support research, including a $2 million pledge from OHSU alumnus Herbert Semler, M.D., and his wife, Shirley, to establish an institute to promote cardiovascular health through education, prevention and cutting-edge research; a $1 million grant from the Walter S. & Lucienne Driskill Foundation to advance OHSU's pioneering research in novel treatments for brain tumors; and a $1 million gift from Paul Casey to expand the Translational Clinical Trials Center at Casey Eye Institute.- Provided $40.5 million in program support to OHSU, primarily to pursue new and promising research, to procure specialized equipment for research and treatment, to provide scholarships for students and endowed resources for faculty, to sponsor community outreach activities, and to help provide medical services for the underinsured and other vulnerable patient populations.- Coordinated the efforts of hundreds of volunteers, including the 100 volunteer trustees and emeritus trustees who help the OHSU Foundation further its mission of support. Board members serve on committees to oversee foundation policy and development in areas of institutional priority.- Awarded more than $1 million in grants supporting life science research at Oregon research institutions through the OHSU Foundation's affiliate, the Medical Research Foundation. - Received more than $13 million in bequests and planned gifts facilitated by the Department of Gift Planning and supporting a variety of programs. These include a $500,000 charitable gift annuity from Muhammad Akhavein to support the School of Medicine; $1.2 million from John Ritchey to fund a charitable remainder trust in support of Pulmonary Disease Research at the School of Medicine; and $750,000 from the William A. Meissner Trust Estate to benefit scholarships at the School of Medicine. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oregon Health & Science University | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3181 Sam Jackson Park Rd | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 97239 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931176109 | EIN |
| Primary Activities | Hospital, Education | PrimaryActivities |
| Legal Domicile State | OR | LegalDomicileState |
| Exempt Code Section | 170 (c)(1) | ExemptCodeSection |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Oregon Health & Science University | |
| r | 3176037 |
| Oregon Health & Science University | |
| j | 58100 |
| Oregon Health & Science University | |
| c | 3000000 |
| Oregon Health & Science University | |
| b | 49168705 |
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