2011-01-03T12:17:51-07:00 2010-05-31 990 2009-06-01 930401259 UNIVERSITY OF PORTLAND UNIV 5039437337 5000 N Willamette Blvd Portland OR 972035798 Eric Barger 5039437337 2011-01-03 2009 2016-02-24 21:20:13Z Rev E William Beauchamp 5000 N Willamette Blvd Portland OR 97203 330563241 0 X www.up.edu X 1935 OR The University of Portland, an independently governed Catholic university guided by the Congregation of Holy Cross, addresses significant questions of human concern through interdisciplinary studies of the arts, sciences, and humanities and through studies in majors and professional programs at the undergraduate and graduate levels. As a diverse community of scholars dedicated to excellence and innovation, we pursue teaching and learning, faith and formation, leadership and service in the classroom, residence halls, and all activities of campus life. Because we value the development of the entire person, the university honors faith and reason as ways of knowing, promotes ethical reflection, and prepares people who respond to the needs of the world and its human family. 49 43 2645 200 306302 -112789 11832490 127789481 -2990570 -13850 0 136617551 44252248 0 54332682 0 2009751 36167852 0 134752782 0 1864769 299129989 312174958 111015224 107044647 188114765 205130311 The University of Portland, an independently governed Catholic university guided by the Congregation of Holy Cross, addresses significant questions of human concern through interdisciplinary studies of the arts, sciences, and humanities and through studies in majors and professional programs at the undergraduate and graduate levels. As a diverse community of scholars dedicated to excellence and innovation, we pursue teaching and learning, faith and formation, leadership and service in the classroom, residence halls, and all activities of campus life. Because we value the development of the entire person, the university honors faith and reason as ways of knowing, promotes ethical reflection, and prepares people who respond to the needs of the world and its human family. 0 0 44252248 44252248 0 Student Financial Aid Programs: A high-quality, personalized education at the University of Portland is an investment in each student's future success. We recognize that some students and their families may need assistance to meet some of their college costs and strive to help fill the gap between the cost of attendance and funds available to each student. We connect students with a wide range of internal and external funding options, but the expenses included in this category reflect scholarships and grants through institutional funds, annual and endowed gifts, and matching of government funds. 37656217 0 108313655 Postsecondary Education: The primary mission of the University of Portland is education. 3,706 students were enrolled in 2009-10 in the College of Arts and Science, Pamplin School of Business, School of Education, School of Nursing, and/or the School of Engineering. The University has been repeatedly recognized as one of the top ten master's universities in the west. 22170456 0 17865488 Extracurricular Programs: The University of Portland recognizes that an education should develop the entire person and accordingly maintains diverse and comprehensive extracurricular programs on campus. Expenses and revenues listed here include residence halls, dining, NCAA Division I athletics, and conferences. 8118838 0 1610337 Student Services Programs: The University of Portland provides comprehensive support programs for our student to enable and promote their academic pursuits as well as their personal growth. Expenses in this category include International Student Services, Health and Career Services, Admissions, Registrar, Student Government and Activities, Financial Aid, and Intramurals. 3362555 0 0 Library Programs: The Wilson W. Clark Memorial Library serves the University of Portland community as a dynamic teaching library. The library accomplishes this through interactive instruction, by acquiring and organizing multi-format collections that support the curriculum, and by facilitating access to resources in the library and beyond. 11481393 0 1610337 115560314 1 1 0 0 0 0 1 0 1 1 1 0 1 1 1 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 1 233 0 1 2645 1 1 0 1 AU 0 0 0 1 1 1 2 0 0 49 43 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X Eric Barger 5039437337 5000 N Willamette Blvd Portland OR 972035798 Mr Joseph B Allegretti 0 X 0 0 0 Mr Thomas D Arndorfer 0 X 0 0 0 Mr Richard Baek 0 X 0 0 0 Mr John M Becker 0 X 0 0 0 Mr Ralph G Bliquez 0 X 0 0 0 Mr John G Block 0 X 0 0 0 Ms Mary R Boyle 0 X 0 0 0 Ms Nancy K Bryant 0 X 0 0 0 Ms Annie T Buell 0 X 0 0 0 Mr Matthew W Chapman 0 X 0 0 0 Mr Earle M Chiles 0 X 0 0 0 Mr Russell E Danielson 0 X 0 0 0 Mr Frank D Dulcich 0 X 0 0 0 Rev Carl F Ebey CSC 0 X 0 0 0 Mr John R Emrick 0 X 0 0 0 Mr Robert W Franz 0 X 0 0 0 Mr Mark B Ganz 0 X 0 0 0 Rev Peter A Jarret CSC 0 X 0 0 0 Ms Patricia K Johnson 0 X 0 0 0 Mr Patrick H Kessi 0 X 0 0 0 Rev James R Lackenmier CSC 0 X 0 0 0 Mr Keith R Larson 0 X 0 0 0 Mr D Allen Lund 0 X 0 0 0 Mr Luis Machuca 0 X 0 0 0 Rev Edward A Malloy CSC 0 X 0 0 0 Mr Ralph Miller 0 X 0 0 0 Rev Wilson D Miscamble CSC 0 X 0 0 0 Mr Timothy J Morgan 0 X 0 0 0 Rev Francis J Murphy CSC 30 X 33065 0 10171 Mr Jerry A Parsons 0 X 0 0 0 Rev Mark L Poorman CSC 0 X 0 0 0 Mr James T Price 0 X 0 0 0 Ms Larree M Renda 0 X 0 0 0 Dr Don V Romanaggi 0 X 0 0 0 Mr Stephen L Shepard 0 X 0 0 0 Mr Karl A Smith 0 X 0 0 0 Mr Edwin A Sweo 0 X 0 0 0 Mr William R Tagmyer 0 X 0 0 0 Mr Thomas J Tomjack 0 X 0 0 0 Ms Kay Dean Toran 0 X 0 0 0 Rev David T Tyson CSC 0 X 0 0 0 Ms Sharon D VanSickle-Robbins 0 X 0 0 0 Ms Summer Anne-Widmer 0 X 0 0 0 Mr Ted R Winnowski 0 X 0 0 0 Mr Eugene J Wizer 0 X 0 0 0 Mr Darryl P Wong 0 X 0 0 0 Dr Carolyn Y Woo 0 X 0 0 0 Mr Randall L Yoakum 0 X 0 0 0 Rev E William Beauchamp CSC 40 X X 301533 0 73080 Bro Donald Stabrowski CSC 40 X 174100 0 24233 Mr Jim Lyons 40 X 141378 0 34239 Mr John Goldrick 40 X 150905 0 59115 Mr Denis Ransmeier 40 X 181177 0 5966 Mr Jim Ravelli 40 X 160913 0 6785 Rev Thomas Doyle CSC 40 X 138600 0 19944 Mr Robin Anderson 40 X 219811 0 38231 Mr Zia Yamayee 40 X 154576 0 22147 Ms Joanne Warner 40 X 152900 0 23713 Mr Larry Williams 40 X 149903 0 24945 Mr Eric Reveno 40 X 235311 0 39920 Mr Mojtaba Takallou 40 X 183960 0 35471 Mr Howard Feldman 40 X 146334 0 30085 Mr Bahram Adrangi 40 X 146172 0 24462 2670638 0 472507 44 0 1 0 Todd Construction Inc PO Box 949 Tualatin OR 97062 Construction 15548558 Turner Construction Company 1200 NW Naito Pkwy Ste 300 Portland OR 97209 Construction 4982041 Bon Appetit Management Co 100 Hamilton Ave Ste 400 Palo Alto CA 94301 Food Services 4418128 Kaiser Foundation Health Plan of the NW 3600 N Interstate Ave Portland OR 97227 Health Plan 3898100 Fortis Construction Inc 1705 SW Taylor St Ste 200 Portland OR 97205 Construction 1037636 48 0 0 110061 0 1296474 10425955 1059024 11832490 Tuition and Fees 900099 103664385 103664385 0 0 Room and Board 721000 15321600 15321600 0 0 Off-Campus Programs 900099 4724274 4724274 0 0 Athletics 900099 1675184 1382351 292833 0 2404038 2157925 13469 232644 127789481 766559 0 0 766559 49586 0 0 49586 8633 0 0 8633 0 0 189902000 165000 193780222 93493 -3878222 71507 -3806715 0 0 -3806715 47492 110061 71275 -23783 -23783 0 0 2000 700 1300 1300 0 0 0 136617551 127228052 306302 -2749293 0 0 42849103 42849103 1403145 1403145 0 0 1976055 790690 1016198 169167 0 0 0 0 38966662 32008083 5901891 1056688 3003730 2459120 466961 77649 7217867 4972560 2164501 80806 3168368 2545884 529961 92523 0 0 0 0 266734 0 266734 0 101370 0 101370 0 0 0 0 0 0 0 135709 0 135709 0 1040193 705864 334329 0 331270 129851 191027 10392 3273311 1971633 1272214 29464 962852 31470 931173 209 44115 44115 0 0 4035304 2981451 1053712 141 2017269 1798512 143255 75502 0 0 0 0 2067475 1357441 586838 123196 3516069 3129444 386625 0 0 0 0 0 5694793 3597320 2097473 0 58779 52427 0 6352 Non-capitalized library acquisitions 859453 859453 0 0 Non-professional services 4615149 3073776 1390273 151100 Dining hall service 3620308 3620308 0 0 Allocation of indirect expenses reported in Column C -108078 3007246 -3216448 101124 Other expenses 3635777 2171418 1428921 35438 134752782 115560314 17182717 2009751 15707 15182 5695249 6688868 16013903 18510708 4260490 4164246 0 0 0 0 6753657 4522171 0 0 1048469 887852 245459467 75338523 164510500 170120944 69345910 22831152 29364439 82373573 0 0 0 2121665 2060262 299129989 312174958 8828371 6523961 0 0 8568574 8894030 83052833 80971359 0 0 0 0 0 0 0 0 10565446 10655297 111015224 107044647 X 102004027 108387508 30322851 36189513 55787887 60553290 188114765 205130311 299129989 312174958 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 200 121095 0 0 X X X 0 74082444 4788487 11472608 1732782 1435256 0 87175501 99889494 2676606 -23703012 2033521 2747123 0 74082444 0.21 0.79 0 1 0 0 4038339 4038339 0 171626023 30824597 140801426 0 0 0 0 0 38777561 33877234 4900327 0 31017544 10636692 20380852 170120944 0 0 Beneficial interest in assets held by others 73170641 F Private equity investments 9202932 F 82373573 Other assets 2060262 2060262 0 Annuities payable 5231886 Advances from federal government for student loans 3423411 Long-term obligation to EPA environmental trust 2000000 10655297 136617551 134752782 1864769 15150782 0 0 0 449 15151231 17016000 107983000 15150782 394540 0 72375 15617697 92365303 0 44252248 44252248 136617551 90967000 394540 0 0 71926 466466 90500534 0 44252248 44252248 134752782 SchD_P03_S00_L04 Schedule D, Part III, Line 4 The mission of the University of Portland Archives and Museum is to collect, access, arrange, preserve, and make available records and artifacts of enduring historical value created or received by the University of Portland for research, instructional, or administrative use. Archival materials collected include University publications and records, photographs, blueprints and architectural drawings, pamphlets and posters, and books published by or about members of the University community. Museum materials collected include historical, religious, educational and cultural objects related to the University, artwork of or by the University and its members, photographs, and printed or published items to support museum displays. Collections are projected to remain limited, of high quality, and focused in the areas noted above. SchD_P05_S00_L03ai Schedule D, Part V, Line 3a(i) The University invests most of its endowment with a religious affiliate that shares the University's Catholic ministry and education mission. These assets are held in the affiliate's endowment and are invested for the University's benefit. SchD_P05_S00_L04 Schedule D, Part V, Line 4 The endowment supports a wide spectrum of campus life including student scholarships, faculty development efforts, the library, and a variety of other academic and student service programs. SchD_P10_S00_L00 Schedule D, Part X The University is a tax-exempt organization and is not subject to federal or state income taxes, except for unrelated business income, in accordance with Section 501(c)(3) of the Internal Revenue Code. In addition, the University qualified for the charitable contribution deduction under Section 170(b)(1)(A) and has been classified as an organization that is not a private foundation. Unrelated business income tax, if any, is insignificant and no tax provision has been made in the accompanying financial statements. The University adopted the provisions of ASC 740-10, Accounting for Uncertainty in Income Taxes, on June 1, 2007. The University had no unrecognized tax benefits which would require an adjustment to the June 1, 2009 beginning balance of net assets. The University had no unrecognized tax benefits at May 31, 2010 or at May 31, 2009. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 Other reconciliation amount of $449 is adjustment for rounding in financial statements. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Other adjustments include: Fundraising expenses included in Part VIII ($71,275), gaming expenses in Part VIII ($700), and a $400 rounding adjustment SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Scholarships of $44,252,248 are included in our financial statements as contra-revenue. They are an expense in the 990. SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Other adjustments include:Fundraising expenses included in Part VIII ($71,275), gaming expenses included in Part VIII ($700), and a rounding adjustment of -$49 SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b Scholarships of $44,252,248 are included in our financial statements as contra-revenue. They are an expense in the 990. 1 1 1 An advertisement stating our racially nondiscriminatory policy was placed in the primary regional newspaper in the spring. Additionally, the policy is featured on our website. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 The University of Portland participates in a variety of federal and state student grant and aid programs, including Pell Grants, Academic Competitiveness Grants, SMART Grants, Supplemental Educational Opportunity Grants, and Oregon Opportunity Grants. 1 1 Europe (including Iceland and Greenland) 1 6 Program Services Study abroad programming. 2482866 East Asia and the Pacific 0 1 Program Services Study abroad programming 567859 North America (including Canada and Mexico, but not the United States) 0 2 Program Services Study abroad programming 69587 1 9 3120312 Scholarships for tuition, fees, and room & board Europe (including Iceland and Greenland) 102 1160494 Credit to student account 0 Scholarships for tuition, fees, and room & board East Asia and the Pacific 24 242651 Credit to student account 0 SchF_P01_S00_L02 Schedule F, Part I, Line 2 Scholarships and grants are distributed to students by posting the funds directly to their student accounts to offset charges for tuition, fees, and room and board. Any remaining credit is refunded to the student via check or direct deposit for use in purchasing books, housing, food, etc. Golf Tournament 98750 87670 11080 0 0 27679 0 0 3218 Golf Tournament 39068 15500 23568 0 3668 15500 6272 0 553 1 19735 6891 12844 0 844 1344 7010 2500 2686 157553 110061 47492 0 4512 44523 13282 2500 6457 71274 -23782 1 Scholarships from institutional funds for tuition, fees, and room & board 2913 40142752 0 Scholarships from annual donations for tuition, fees, and room & board 38 564771 0 Scholarships from endowed donations for tuition, fees, and room & board 604 1719324 0 Scholarships from institutional match of government funds for tuition, fees, and room & board 79 422256 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 Scholarships and grants are distributed to students by posting the funds directly to their student accounts to offset charges for tuition, fees, and room and board. Any remaining credit is refunded to the student via check or direct deposit for use in purchasing books, housing, food, etc. X X X 1 1 X X 0 0 0 1 0 0 0 0 0 Rev E William Beauchamp CSC 280900 0 0 0 20633 0 30899 0 42181 0 374613 0 0 0 Bro Donald Stabrowski CSC 169500 0 0 0 4600 0 18645 0 5589 0 198334 0 0 0 Mr Jim Lyons 132898 0 0 0 8481 0 15316 0 18923 0 175618 0 0 0 Mr John Goldrick 145666 0 0 0 5239 0 16544 0 42572 0 210021 0 0 0 Mr Denis Ransmeier 181177 0 0 0 0 0 0 0 5967 0 187144 0 0 0 Mr Jim Ravelli 160913 0 0 0 0 0 0 0 6785 0 167698 0 0 0 Rev Thomas Doyle CSC 134000 0 0 0 4600 0 14740 0 5205 0 158545 0 0 0 Mr Robin Anderson 206611 0 0 0 13200 0 23335 0 14896 0 258042 0 0 0 Mr Zia Yamayee 154496 0 0 0 80 0 17004 0 5143 0 176723 0 0 0 Ms Joanne Warner 152900 0 0 0 0 0 16995 0 6719 0 176614 0 0 0 Mr Larry Williams 143353 0 0 0 6550 0 10903 0 14042 0 174848 0 0 0 Mr Eric Reveno 198953 0 15520 0 20838 0 25647 0 14273 0 275231 0 0 0 Mr Mojtaba Takallou 90024 0 0 0 93937 0 20514 0 14957 0 219432 0 0 0 Mr Howard Feldman 140155 0 0 0 6180 0 16474 0 13612 0 176421 0 0 0 Mr Bahram Adrangi 120824 0 24198 0 1150 0 14755 0 9707 0 170634 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a University residences (on-campus) are only provided to University officers who are required to be available on campus at all hours; the President is also provided with basic housekeeping services. Social/business association memberships are provided in limited circumstances when required for development activities. SchJ_P01_S00_L05 Schedule J, Part I, Line 5 Professor Bahram Adrangi taught two summer classes. His compensation was based on a percentage of tuition billed for those classes (subject to a maximum). State of Oregon-Oregon Facilities Authority 936001787 00068608J 2007-12-20 86727005 See Schedule O 0 0 86727005 6026350 32582827 0 1031436 0 47003879 2010 1 1 1 1 0 1 0 0 0 0.001 0 0.001 1 0 0 0 0 0 0 Mary Francis Louie Family member of Thomas Doyle, Executive Vice President 41363 Employment 0 Kristin Bryant Family member of Nancy Bryant, Regent 52671 Employment 0 Noel Peterson Family member of Allen Lund, Regent 12805 Employment 0 X 1 1 $1 see Part II X 5 $1 see Part II X 3 $1 see Part II X 28 948190 Market quote X 1 70466 Independent appraisal X 3 3 $1 see Part II X 6 1882 $1, retail receipts X 1 17540 Independent appraisal X Camera Equipment 3 3 $1 see Part II X Classroom and lab equipment 3 6388 $1, retail price X Concert tickets 1 1 $1 see Part II X Musical Instruments 2 2 $1 see Part II X Travel Vouchers 2 6961 $1, Retail price X Auto lease 1 7578 Retail price X Golf Cart 1 1 $1 see Part II 1 0 1 1 SchM_P01_S00_L01 Schedule M, Part I, Line 1 "$1 see Part II" - When a third party valuation (such as market price or independent appraisal) is not readily available for a non-cash gift the University of Portland recognizes revenue of $1 per gift. SchM_P01_S00_L32b Schedule M, Part I, Line 32b A realtor was hired to assist with the disposal of a piece of property. An auction house was used to sell jewelry received as a bequest. In both cases the value of the gift was booked at appraised value. F990_P05_S00_L03b Form 990, Part V, Line 3b Form 990-T will be filed concurrently with this Form 990 F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a The bylaws grant the Congregation of Holy Cross the right to appoint up to eleven board members. F990_P06_S0B_L11 Form 990, Part VI, Section B, Line 11 The Audit Subcommittee reviewed and approved the filing, which was subsequently distributed to the entire board electronically through a website. A summary of Schedule B rather than the full Schedule was distributed to the Board and Audit Subcommittee to maintain donor confidentiality. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c An annual disclosure/conflict of interest questionnaire is collected from all board members each year. Additionally, the board chair invites recusals on board matters of likely conflict. The board has a history of active voluntary recusal. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The salaries of all officers and key employees are reviewed by the Audit Subcommittee of the Board of Regents annually. All salaries (except the Men's Head Basketball Coach) are compared to two CUPA (College & University Personnel Association) benchmarks (Masters Schools and Private Religious Schools) as well as the prior year compensation provided for the position. The Men's Head Basketball Coach salary is compared with other Men's Head Basketball Coach salaries for teams in the West Coast Conference. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Financial statements are available on www.up.edu. Governing documents and conflict of interest policy are available to the public upon request. F990_P07_S0A_L01a Form 990, Part VII, Section A, Line 1a Rev Francis J Murphy CSC is employed by the university as Pastoral Care Counselor and Adjunct Instructor. All of Fr. Murphy's compensation listed in Part VII is related to his employment; he received no compensation connected to his membership on the Board of Regents. SchK_P01_S00_L00e Schedule K, Part I, Column e The correct issuance amount of $86,727,005 is listed. The Form 8038 that accompanied the bond issuance listed the correct amount in Row 18 but erroneously listed $87,727,005 in Row 21. University of Portland's 2008 Form 990 Schedule K included the incorrect issuance amount of $87,727,005. SchK_P01_S00_L00f Schedule K, Part I, Column f Description of purpose for tax-exempt bond: Land acquisition and building projects - $47,003,879; Bond issuance costs - $1,031,436; Reserve fund - $6,108,863; Refunding of 1997 and 2000 issues - $32,582,827