2011-05-16T16:44:06-07:00 2010-06-30 990 2009-07-01 237083114 Oregon Health and Science University Foundation OREG 5032281730 1121 SW Salmon Street Portland OR 97205 Allan H Price 2011-05-16 2009 2016-02-24 21:20:13Z Allan Price 1121 SW Salmon Street Ste 100 Portland OR 97205 224301576 false false X www.ohsufoundation.org X 1970 OR 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. 51 42 123 100 -216535 184320196 44879952 1182077 1077312 14400561 18253895 2123640 2002578 202026474 66213737 66721866 40446149 0 7498089 8405836 0 4924509 2889604 3083573 77109559 51935558 124916915 14278179 595678392 649183016 25337830 40465259 570340562 608717757 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. true false 40740252 40740252 21333785 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. 41593 41593 41593 Grants and transfers to support programs of other charitable, medical, and educational organizations. 40781845 true true false false false true false false false true true true false false false false false false false true false false true false true false false false false false false false false true true true true true false false false true false false false true 388 0 true 123 true true true false false false false false false true true false 0 false false true true false false false false 51 42 true false false false false false false true true false false false true true true true true true true true true true WA OR X Lori MuellerVP Fin Adm 5032288313 1121 SW Salmon Street 100 Portland OR 97205 Wayne A Drinkward 1.00 X 0 0 0 Walter H Grebe JD 1.00 X 0 0 0 Truman W Collins Jr 1.00 X 0 0 0 Tony L Hopson Sr 1.00 X 0 0 0 Tamara L Lundgren 1.00 X 0 0 0 Susan H Nicol 40.00 X 172788 3140 37139 Steven W Beadnell DMD 1.00 X 0 17177 0 Stephen S Pawlowski 1.00 X 0 0 0 Shirley N Pape RD 1.00 X 0 0 0 Sharon A LaCroix Kitzhaber 1.00 X 0 0 0 Ruth J Fisher 1.00 X 0 0 0 Ruth H Layton 1.00 X 0 0 0 Ronald E Timpe 1.00 X 0 0 0 Ronald C Parker 1.00 X 0 0 0 Ronald Brake 1.00 X 0 0 0 Roderick C Wendt 1.00 X 0 0 0 Robert S Gregg 1.00 X 0 0 0 Robert L Ridgley JD 1.00 X 0 0 0 Robert G Gootee 1.00 X 0 0 0 Rob Shick 1.00 X 0 0 0 Rich Royse 1.00 X 0 0 0 R Sam Connell Jr PhD 1.00 X 0 13164 0 Peter O Kohler MD 1.00 X 0 22835 4181 Peter C Olson 1.00 X 0 0 0 Patrick J Green JD 1.00 X 0 0 0 Patricia L Smith 1.00 X 0 0 0 Norwood W Knight-Richardson MD 1.00 X 0 296912 10190 Mina M Schnitzer 1.00 X 0 0 0 Mary D Wilcox JD 1.00 X 0 0 0 Maria M Pope 1.00 X 0 0 0 Marcus C Mundy 1.00 X 0 0 0 Marcia S Walsh 1.00 X 0 0 0 Malia H Wasson 1.00 X 0 0 0 M Susan Smith PhD 1.00 X 0 118852 6348 M Kem Hawkins 1.00 X 0 0 0 Lori L Mueller 40.00 X 153872 0 38217 Lori B Flexer CFA 1.00 X 0 0 0 Keith L Thomson 10.00 X 0 0 0 Julie Neupert Stott 1.00 X 0 0 0 Julie Fitzgerald 40.00 X 127116 0 29030 Joy McCammon 40.00 X 102166 0 21656 Joseph E Robertson Jr MD 1.00 X 0 730523 15000 Joseph D Matarazzo PhD 1.00 X 0 0 0 John W Dixon 1.00 X 0 0 0 John L Blackwell 1.00 X 0 0 0 Jill Price DMD 1.00 X 0 0 0 Janet Fratella 40.00 X 43689 0 15850 James B Jeddeloh 1.00 X 0 0 0 Honorable Elizabeth K Johnson 1.00 X 0 0 0 Gordon D Sondland 1.00 X 0 0 0 Gary W Reynolds 1.00 X 0 0 0 Eric E Parsons 1.00 X 0 0 0 Dee Metaj 40.00 X 184218 0 33062 Constance French 40.00 X 269932 0 51072 Carmen E Phillips 1.00 X 0 0 0 Arlene D Schnitzer 1.00 X 0 0 0 Ann P Edlen 1.00 X 0 0 0 Allan Price 40.00 X 483134 0 46500 Alice B Davies 1.00 X 0 0 0 1536915 1202603 308245 7 false true false 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 4 21526 641114 3113893 41103419 5807582 44879952 Education of Public 741852 741852 Alumni/Outreach Activity 335460 335460 1077312 12334425 -216535 12550960 0 0 0 163246484 449333 157365909 410438 5880575 38895 5919470 5919470 182122 641114 311492 -129370 -129370 0 0 Research activity agmts 900099 159842 159842 Mgmt Service Fees 900099 1972106 1972106 2131948 66213737 8968888 -216535 12581432 40446149 40446149 0 0 0 1872385 51992 948381 872012 0 4790012 158224 2780720 1851068 430220 12646 224273 193301 905195 29430 547613 328152 408024 12612 231564 163848 0 120653 3807 82626 34220 215152 6788 206764 1600 0 0 0 537359 16955 180742 339662 93079 93079 555328 17522 140664 397142 140677 4439 97713 38525 0 417279 13166 185739 218374 78750 2485 17425 58840 0 69563 2195 17584 49784 0 0 218022 218022 0 Sponsored Events 198742 49088 149654 Realized losses on investmetns 194861 194861 Other Management and Admin. 108860 3435 105425 Other Fundraising Expenses 135248 135248 0 51935558 40781845 6229204 4924509 22827627 6967196 11760234 14663450 119103063 103003978 1022120 1313344 0 0 1303933 1301739 0 96272 137618 1563129 941553 465654 621576 309812919 356020420 122678792 156687743 0 0 6607778 8465952 595678392 649183016 2102929 2040014 23234901 38425245 25337830 40465259 X 454227163 478525823 465654 621576 115647745 129570358 570340562 608717757 595678392 649183016 X false true true X false false X 47857187 76545623 53540188 92656010 44879952 315478960 0 0 47857187 76545623 53540188 92656010 44879952 315478960 38039350 277439610 9928742 12404024 13443262 14400561 12334425 62511014 -22307 -32462 48491 48819 42541 0 378032515 0.73390 0.75280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2 975 34000 1067123 true true 244903795 8803340 27631831 1690536 11671717 3054881 264921832 322760382 11431155 -71518318 1655370 12445471 3668583 244903795 0.41050 0.57810 0.01140 false false false 327719 55790 271929 1235410 885763 349647 621576 156687743 Liability for life income agreements 15193727 Lease incentives 567948 Due to other institutions 1271063 Due to OHSU 21392507 38425245 66213737 51935558 14278179 26659399 -4049235 1515852 24126016 38404195 94388988 26659399 1515852 28175251 66213737 66213737 55984793 55984793 -4049235 -4049235 51935558 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. false Women's Health Gala 2009 291904 273800 18104 58432 Surgery Golf 2009 117211 68701 48510 50984 12 414121 298613 115508 202076 823236 641114 182122 311492 311492 -129370 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 2 0 X true true X X X X false false false false false false false false false false Susan H Nicol 172788 3140 20735 16404 209927 3140 Norwood W Knight-Richardson MD 296912 8100 2090 307102 Lori L Mueller 153872 18465 19752 192089 Julie Fitzgerald 127116 15254 13776 156146 Joseph E Robertson Jr MD 684032 19823 26668 15000 745523 Dee Metaj 184218 22106 10956 217280 Constance French 269932 29400 21672 321004 Allan Price 411499 63100 8535 29400 17100 529634 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. 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 X 3 1079 Appraisal X 3676 Compar. sales X 2 130000 Compar. sales X 83 3852761 FMV-Sale price X 1 225000 Compar. sales X 15 284998 Compar. sales X Other 178 1310068 FMV-Sale price 3 false true true Part I, Line 32, Hire and Use of Third Parties 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. 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. 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