PORTLAND STATE UNIVERSITY FOUNDATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- PORTLAND STATE UNIVERSITY FOUNDATION (EIN 93-0619733)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-15
- IRS object ID
- 201140469349302219
- 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 K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-15T16:09:22-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 Second Avenue Suite 900 | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 98104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930619733 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Portland State University Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PORT | NameControl |
| Phone | 5037254911 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2125 SW FOURTH AVENUE | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | REBECCA HEIN | Name |
| Title | CFO | Title |
| Date Signed | 2011-02-09 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2069134000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | REBECCA HEIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2125 SW FOURTH AVENUE Ste 510 | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 97201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 20250216 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.FOUNDATION.PDX.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1963 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | THE PURPOSE AND MISSION OF THE FOUNDATION IS TO ENHANCE THE DEVELOPMENT OF PORTLAND STATE UNIVERSITY THROUGH OUR RELATIONSHIPS, RESOURCES, AND GUIDANCE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 35 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 35 | NbrIndependentVotingMembers |
| Total Nbr Employees | 16 | TotalNbrEmployees |
| Total Nbr Volunteers | 15 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10634538 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11514027 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5845501 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6049588 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1312214 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1339690 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 528564 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1086997 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18320817 | TotalRevenuePriorYear |
| Total Revenue Current Year | 19990302 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 9741265 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 9057402 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1049622 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1051050 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 595699 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9857851 | OtherExpensePriorYear |
| Other Expenses Current Year | 6994916 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20648738 | TotalExpensesPriorYear |
| Total Expenses Current Year | 17103368 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2327921 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2886934 | RevenuesLessExpensesCY |
| Total Assets BOY | 88820850 | TotalAssetsBOY |
| Total Assets EOY | 93905573 | TotalAssetsEOY |
| Total Liabilities BOY | 50800837 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 49798579 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 38020013 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 44106994 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 15485416 | Expense |
| Grants | 9057402 | Grants |
| Revenue | 6049588 | Revenue |
| Description | THE FOUNDATION SUPPORTS PORTLAND STATE UNIVERSITY BY PROVIDING SCHOLARSHIPS, SUPPORTING FACULTY RESEARCH AND INSTRUCTION, ENHANCING FACILITIES, AND NURTURING NEW PROGRAMS. DURING THE YEAR ENDED JUNE 30, 2010, THE FOUNDATION AWARDED $9,057,402 to the University; $1,511,648 for Scholarships & Fellowships, $716,450 for Capital Projects, $4,523,281 for Academic Support, and $2,306,022 for Administrative Support. THE FOUNDATION ALSO MAKES AVAILABLE TO THE UNIVERSITY THE BROADWAY HOUSING PROJECT WHICH PROVIDES STUDENT HOUSING, CLASSROOMS AND ACADEMIC FACILITIES. | Description |
| Total Program Service Expense | 15485416 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | 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 | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | 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 | true | 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 | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | 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 | 147 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 16 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 35 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 35 | 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 |
| 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 | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | REBECCA HEIN | NamePerson |
| Telephone Number | 5037255881 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2125 SW FOURTH AVENUE SUITE 510 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97201 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (37 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| John Petersen | |||||||
| Immediate Past President | 2.0 | X | X | 0 | 0 | 0 | |
| Richard Hawkins | |||||||
| Vice President | 2.0 | X | X | 0 | 0 | 0 | |
| Marc Fovinci | |||||||
| President | 2.0 | X | X | 0 | 0 | 0 | |
| Les Fahey | |||||||
| Treasurer | 2.0 | X | X | 0 | 0 | 0 | |
| Thomas Fink | |||||||
| Secretary | 2.0 | X | X | 0 | 0 | 0 | |
| Gary Eichman | |||||||
| First Vice President | 2.0 | X | X | 0 | 0 | 0 | |
| Lynn Johnson | |||||||
| Vice President | 2.0 | X | X | 0 | 0 | 0 | |
| Eva Kripalani | |||||||
| VICE PRESIDENT | 2.0 | X | X | 0 | 0 | 0 | |
| DOLORES LEON | |||||||
| VICE PRESIDENT | 2.0 | X | X | 0 | 0 | 0 | |
| KENNETH A THRASHER | |||||||
| VICE PRESIDENT | 2.0 | X | X | 0 | 0 | 0 | |
| SUSAN ALTERMAN | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| PETER ANDREWS | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| HADI ASGHARZADEH | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| TRACY BEAN | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| LARRY BECKER | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| DOUGLAS GOE | |||||||
| Vice President | 2.0 | X | X | 0 | 0 | 0 | |
| RAY GUENTHER | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| TOM IMESON | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| ERIK LAWRENCE | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| IRVING LEVIN | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| DON MAZZIOTTI | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| MICHAEL MCKEEL | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| MARK MILLER | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| JON MITCHELL | |||||||
| DIRECTOR | 0.0 | X | 0 | 0 | 0 | ||
| ANNETTE MULEE | |||||||
| Vice President | 2.0 | X | X | 0 | 0 | 0 | |
| PETER NICKERSON | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| AZAM QAYUM | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| JEFF REAVES | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| DAVID SHAFER | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| STEVEN STADUM | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| PETER STOTT | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| CHARLES WILHOITE | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| Senka Lenn | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Mark Rosenbaum | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Skip Stanaway | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| PA 'TONY' LEINEWEBER | |||||||
| EXECUTIVE DIRECTOR | 40.0 | X | 163925 | 0 | 33536 | ||
| REBECCA HEIN | |||||||
| CHIEF FINANCIAL OFFICER | 40.0 | X | 89790 | 0 | 17733 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 253715 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 51269 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 307137 | FundraisingEvents |
| Government Grants | 43892 | GovernmentGrants |
| All Other Contributions | 11162998 | AllOtherContributions |
| Noncash Contributions | 670109 | NoncashContributions |
| Total Contributions | 11514027 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RENTAL INCOME | 532000 | 4976567 | 4976567 |
| CONTRACT SERVICE REVENUE | 541900 | 437500 | 437500 |
| OTHER PROGRAM SERVICE REVENUE | 900099 | 635521 | 635521 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6049588 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1339690 | TotalRevenueColumn |
| Exclusion | $1,339,690 | 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 |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 851401 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 851401 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 851401 | TotalRevenueColumn |
| Exclusion | $851,401 | ExclusionAmount |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 157508 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 307137 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 259914 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -102406 | TotalRevenueColumn |
| Exclusion | -$102,406 | 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 (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| MANAGEMENT FEES | 900099 | 159776 | $159,776 |
| ANNUITY DISTRIBUTION | 900099 | 177350 | $177,350 |
| MISCELLANEOUS REVENUE | 900099 | 876 | $876 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 338002 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19990302 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6049588 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,426,687 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9057402 | Total |
| Program Services | 9057402 | 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 | 335195 | Total |
| Management And General | 253715 | ManagementAndGeneral |
| Fundraising | 81480 | 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 | 463539 | Total |
| Management And General | 208614 | ManagementAndGeneral |
| Fundraising | 254925 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76590 | Total |
| Management And General | 43442 | ManagementAndGeneral |
| Fundraising | 33148 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108626 | Total |
| Management And General | 69999 | ManagementAndGeneral |
| Fundraising | 38627 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67100 | Total |
| Management And General | 39601 | ManagementAndGeneral |
| Fundraising | 27499 | 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 | 21527 | Total |
| Program Services | 4438 | ProgramServices |
| Management And General | 17089 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56932 | Total |
| Program Services | 16100 | ProgramServices |
| Management And General | 40832 | ManagementAndGeneral |
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 | 79210 | Total |
| Program Services | 19028 | ProgramServices |
| Management And General | 26469 | ManagementAndGeneral |
| Fundraising | 33713 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3062517 | Total |
| Program Services | 2911176 | ProgramServices |
| Management And General | 151341 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 872500 | Total |
| Program Services | 778760 | ProgramServices |
| Management And General | 93740 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140219 | Total |
| Program Services | 128684 | ProgramServices |
| Management And General | 11535 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising | Program ServicesProgramServices |
|---|---|---|---|---|
| EQUIPMENT RENTAL | 92385 | 12242 | 80143 | |
| FOOD SERVICE EXPENSES | 1025981 | 1025981 | ||
| STUDENT HOUSING OPERATING EXP. | 1405706 | 1405706 | ||
| MISCELLANEOUS EXPENSES | 237939 | 53634 | 46164 | 138141 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17103368 | Total |
| Program Services | 15485416 | ProgramServices |
| Management And General | 1022253 | ManagementAndGeneral |
| Fundraising | 595699 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49654 | BOY |
| EOY | 12456 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 379618 | BOY |
| EOY | 523232 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3193093 | BOY |
| EOY | 2010106 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 129021 | BOY |
| EOY | 268523 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 335003 | BOY |
| EOY | 136465 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 40554734 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6054896 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35384195 | BOY |
| EOY | 34499838 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40452287 | BOY |
| EOY | 47977158 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 418840 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1151095 | BOY |
| EOY | 1151095 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7328044 | BOY |
| EOY | 7326700 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88820850 | BOY |
| EOY | 93905573 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1063192 | BOY |
| EOY | 937709 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 386092 | BOY |
| EOY | 325967 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 11736 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47712648 | BOY |
| EOY | 45521149 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46000 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1523422 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1592905 | BOY |
| EOY | 1478596 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50800837 | BOY |
| EOY | 49798579 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -8823528 | BOY |
| EOY | -6475449 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18615841 | BOY |
| EOY | 20985378 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28227700 | BOY |
| EOY | 29597065 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38020013 | BOY |
| EOY | 44106994 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88820850 | BOY |
| EOY | 93905573 | 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 Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8505770 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7052017 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13666460 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10634538 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11514026 | CurrentTaxYear |
| Total | 51372811 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8505770 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7052017 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13666460 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10634538 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11514026 | CurrentTaxYear |
| Total | 51372811 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4541888 | AmountsSubstContributorsTotal |
| Public Support Total170 | 46830923 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1210998 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1568461 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1689434 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1756491 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1781146 | CurrentTaxYear |
| Total | 8006530 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 448171 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 453540 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 267853 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 315891 | CurrentTaxYearMinus1Year |
| Current Tax Year | 338002 | CurrentTaxYear |
| Total | 1823457 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 61202798 | TotalSupport |
| Public Support Pertcentage170 | 0.76518 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.80250 | 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) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28160733 | BeginningOfYearBalance |
| Contributions | 1221167 | Contributions |
| Investment Earnings Or Losses | 3058971 | InvestmentEarningsOrLosses |
| Administrative Expenses | 423334 | AdministrativeExpenses |
| End Of Year Balance | 32017537 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36142062 | BeginningOfYearBalance |
| Contributions | 809587 | Contributions |
| Investment Earnings Or Losses | -7746386 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 291021 | GrantsOrScholarships |
| Other Expenditures | 267443 | OtherExpenditures |
| Administrative Expenses | 486066 | AdministrativeExpenses |
| End Of Year Balance | 28160733 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.12800 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.87200 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3482236 | OtherCostOrOtherBasis |
| Book Value | 3482236 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 36225040 | OtherCostOrOtherBasis |
| Depreciation | 5395263 | Depreciation |
| Book Value | 30829777 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 359358 | OtherCostOrOtherBasis |
| Depreciation | 243964 | Depreciation |
| Book Value | 115394 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 383159 | OtherCostOrOtherBasis |
| Depreciation | 352769 | Depreciation |
| Book Value | 30390 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 104941 | OtherCostOrOtherBasis |
| Depreciation | 62900 | Depreciation |
| Book Value | 42041 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 34499838 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEFERRED FINANCING COSTS | 1210824 |
| ACCRUED INTEREST RECEIVABLE | 43982 |
| FUND RESERVES (LIMITED) | 6012192 |
| OTHER ASSETS | 59702 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 7326700 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OBLIGATIONS TO TRUST BENEFICIARIES | $732,766 |
| INTEREST PAYABLE | $745,830 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1478596 | TotalOfAmounts |
| Total Revenue | 19990302 | TotalRevenue |
| Total Expenses | 17103368 | TotalExpenses |
| Excess Or Deficit For Year | 2886934 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2237123 | NetUnrealizedGLOnInvestments |
| Other | $963,288 | OtherAmount |
| Total Adjustments | 3200411 | TotalAdjustments |
| Excess Or Deficit Per FS | 6087345 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 23803507 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2237123 | NetUnrealizedGainsInvestments |
| Other Revenues | 1576082 | OtherRevenues |
| Revenue Not Rptd F990 | 3813205 | RevenueNotRptdF990 |
| Revenue Subtotal | 19990302 | RevenueSubtotal |
| Total Revenue Per Form990 | 19990302 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 17716162 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 612794 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 612794 | ExpensesNotRptdF990 |
| Expenses Subtotal | 17103368 | ExpensesSubtotal |
| Total Expenses Per Form990 | 17103368 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ENDOWMENT FUNDS | PART V, LINE 4 | ENDOWMENT FUNDS ARE USED FOR SPECIFIC CHARITABLE PURPOSES DESIGNATED BY DONORS (E.G. PRIMARILY FOR SCHOLARSHIPS, FELLOWSHIPS, CAPITAL PROJECTS, AND SUPPORT OF ACADEMIC PROGRAMS). |
| OTHER ADJUSTMENTS | PART XI, LINE 8 | CAPITAL CONTRIBUTIONS TO REAL ESTATE OPERATIONS: $962,925 CORBETT FUND BALANCE: $363 |
| REVENUE - OTHER ADJUSTMENTS | PART XII, LINE 2D | Capital Contributions to Real Estate Operations: -$962,925 Reclass Expenses of Affiliated Org netted with Income (2828 Corbett, Inc.): -$353,243 Reclass Fundraising Direct Expenses: -$259,914 |
| EXPENSES - OTHER ADJUSTMENTS | PART XIII, LINE 2D | Reclass Expenses of Affiliated Organization (2828 Corbett, Inc.): $352,880 Reclass Fundraising Direct Expenses: $259,914 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WINE & ROSES | NameOfEvent1 |
| Gross Receipts Event1 | 162211 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 85159 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 77052 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 59626 | OtherDirectExpensesEvent1 |
| Name Of Event2 | VIKING OPEN | NameOfEvent2 |
| Gross Receipts Event2 | 124517 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 102442 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 22075 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 93381 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 5 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 177917 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 119536 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 58381 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 106907 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 464645 | GrossReceiptsTotal |
| Charitable Contributions Total | 307137 | CharitableContributionsTotal |
| Gross Revenue Total Events | 157508 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 259914 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 259914 | DirectExpenseSummaryEvents |
| Net Income Summary | -102406 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTLAND STATE UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 751 | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 97207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 936001786 | EINOfRecipient |
| IRC Section | UNIVERSITY | IRCSection |
| Amount Of Cash Grant | 9057402 | AmountOfCashGrant |
| Purpose Of Grant | SEE SCH. I, PART IV | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| GRANT FUNDS | SCHEDULE I, PART I, LINE 1 | THE FOUNDATION EXISTS TO SUPPORT THE UNIVERSITY BY PROVIDING GRANTS IN THE FORM OF SCHOLARSHIPS AND FELLOWSHIPS, ACADEMIC SUPPORT, CAPITAL PROJECTS, AND ADMINISTRATIVE SUPPORT. TO ENSURE THAT GRANT FUNDS ARE EXPENDED FOR THE INTENDED PURPOSES, THE FOUNDATION APPROVES GRANT DISBURSEMENTS TO THE UNIVERSITY ONLY WHEN PROPER SUPPORTING DOCUMENTATION AND AUTHORIZATION BY DEPARTMENT HEADS ARE OBTAINED AND WHEN THE EXPENDITURE SATISFIES THE RESTRICTED PURPOSES IMPOSED BY DONORS AND FURTHERS THE EXEMPT MISSION OF THE FOUNDATION. BECAUSE SUPPORTING DOCUMENTATION AND AUTHORIZATION IS CAREFULLY EXAMINED BEFORE THE GRANT IS GIVEN AND THE PURPOSES FOR THE GRANT ARE KNOWN BEFORE IT IS AWARDED, NO ADDITIONAL FOLLOW UP IS PERFORMED TO FIND OUT HOW THE GRANT WAS USED. |
| PURPOSE OF GRANT | PART II, LINE 1, COLUMN H | GRANTS TO THE UNIVERSITY ARE PROVIDED FOR SCHOLARSHIPS, FELLOWSHIPS, CAPITAL PROJECTS, ACADEMIC SUPPORT, AND ADMINISTRATIVE SUPPORT. |
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 |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| 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 |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PA 'TONY' LEINEWEBER | NamePerson |
| Base Compensation Filing Org | 163925 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 16453 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 17083 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 197461 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SOCIAL CLUB DUES | Identifier |
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE FOUNDATION PROVIDED SOCIAL CLUB DUES TOTALING $7,814 FOR THE EXECUTIVE DIRECTOR, WHICH IS USED BY THE EXECUTIVE DIRECTOR FOR FUNDRAISING AND OTHER BUSINESS PURPOSES, THUS THE CLUB DUES ARE NOT TREATED AS TAXABLE COMPENSATION. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF PORTLAND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 936002236 | IssuerEIN |
| CUSIP Number | 736690AR9 | CUSIPNumber |
| Date Issued | 2008-10-22 | DateIssued |
| Issue Price | 46395000 | IssuePrice |
| Description Of Purpose | REFUND BOND ISSUED ON 04/01/03 | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 46395000 | TotalProceeds |
| Amount In Reserve Fund | 1117824 | AmountInReserveFund |
| Issuance Costs From Proceeds | 909246 | IssuanceCostsFromProceeds |
| Capital Expenditures | 44367930 | CapitalExpenditures |
| Year Of Subst Completion | 2004 | YearOfSubstCompletion |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | false | BondCounselRoutinelyEngaged |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | true | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRANSAMERICA INS CO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 26.4 | TermOfGIC |
| Regulatory Safe Harbor Satisfied | true | RegulatorySafeHarborSatisfied |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 21 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 489442 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVG. HIGH/LOW PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 180667 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NUMBER OF CONTRIBUTIONS | Identifier |
| Return Reference | PART II, COLUMN B | ReturnReference |
| Explanation | THE AMOUNTS REPORTED IN PART II, COLUMN (B), ARE THE NUMBER OF CONTRIBUTIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF ORGANIZATION MISSION | FORM 990, PART III, LINE 1 | Portland State University Foundation provides support for the private fundraising efforts of Portland State University and manages privately donated funds for the benefit of the University. The private fundraising efforts of the University result in the Foundation receiving gifts and pledges for the benefit of the university. Such gifts and pledges derive from multiple sources, including cash, checks, securities, personal and real property, and include endowment gifts to be invested in perpetuity, remainder interests in charitable remainder trusts, gift annuities, and other gifts for the benefit of the University and its Affiliates. The Foundation is responsible for appropriate receipting and prudent management of gifts and pledges. The Foundation also maintains records of donors, alumni and friends of the University and prepares various reports pertaining to these constituencies. The Foundation, through its volunteer Board of Directors, engages in private fundraising with these constituencies for the benefit of the University. The Foundation Board enhances the development of the University through its relationships, resources and guidance. |
| BOARD MEMBERS | FORM 990, PART VI, SECTION A, LINE 2 | Kenneth Thrasher and Les Fahey had a business relationship; Marc Fovinci had a business relationship with Annette Mulee, Rick Hawkins, Peter Stott, and Jon Mitchell during the year ended June 30, 2010. |
| FORM 990 REVIEW | FORM 990, PART VI, SECTION A, LINE 11 | THE FORM 990 IS CAREFULLY REVIEWED IN DRAFT FORM BY THE MEMBERS OF THE FOUNDATION'S FINANCE AND AUDIT COMMITTEE. THE FORM 990 IS DISCUSSED IN DETAIL AT THE FINANCE COMMITTEE MEETING IN FEBRUARY. KPMG, THE TAX PREPARER, ATTENDED THE FINANCE COMMITTEE MEETING. ALL REVIEWERS ARE GIVEN TIME TO RESPOND TO ANY REVISIONS. AFTER INCORPORATION OF ALL REVISIONS AND APPROXIMATELY ONE WEEK PRIOR TO FILING, THE FINAL FORM 990 IS SENT ELECTRONICALLY TO ALL MEMBERS OF THE BOARD OF DIRECTORS, WITH AN E-MAIL CALLING THEIR ATTENTION TO PORTIONS OF THE FORM MOST LIKELY TO BE READ BY THE PUBLIC AND FUNDERS. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12C | The purpose of the Conflict of Interest Policy is to protect the Foundation's interest when it is contemplating entering into a transaction or arrangement that might benefit the private interest of an officer or director of the Foundation. Pursuant to the Conflict of Interest Policy, any interested person must disclose the existence of his or her financial interest and must be given the opportunity to disclose all material facts to the Board President, and to directors and members of committees with board delegated powers considering the proposed transaction or arrangement. The determination whether a conflict of interest exists shall be made by the Board of Directors. Pending such determination, the interested person shall recuse himself or herself from participation in the review of and voting upon the transaction or arrangement in which that person has a possible conflict of interest. If a more advantageous transaction or arrangement is not reasonably attainable under circumstances that would not give rise to a conflict of interest, the board shall determine by a majority vote of the disinterested directors whether the transaction or arrangement is in the Foundation's best interest and for its own benefit and whether the transaction is fair and reasonable to the Foundation and shall make its decision as to whether to enter into the transaction or arrangement in conformity with such determination. The conflict of interest policy is monitored by an annual distribution of questionnaires to all officers, directors and key employees. Each year, the organization has a 100% response rate to the questionnaires. If the board determines that an interested person has failed to disclose an actual or possible conflict of interest, the board shall take appropriate disciplinary and corrective action. Each director, principal officer and member of a committee with board delegated powers annually shall sign a statement which affirms that such person has received a copy of the conflict of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands that the Foundation is a charitable organization and that in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. |
| OFFICER COMPENSATION | FORM 990, PART VI, SECTION B, LINE 15 | THE PERSONNEL COMMITTEE, COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS, DETERMINED COMPENSATION FOR THE EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER BASED ON COMPARABILITY DATA AND PERFORMANCE EVALUATION. THE COMPENSATION MEETING TOOK PLACE ON JUNE 30, 2009. THE MEETING DISCUSSION AND DECISIONS WERE DOCUMENTED IN MINUTES. |
| Financial Statements | Form 990, Part VI, Section C, Line 19 | The foundation's audited financial statements are posted on the organization's website. The foundation's governing instruments, conflict of interest policies, and other documents and policy statements may be made available upon request. |
| SCHEDULE K | Schedule K, Part III, Line 1 | Taxpayer answered "no" to this question but wishes to advise that it is the single member of a limited liability company (Broadway Housing, LLC) which received proceeds of tax-exempt bonds. As a disregarded entity for federal income tax purposes, the activities of the limited company are reported as part of this Form 990. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROADWAY HOUSING LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2125 SW 4TH AVE SUITE 510 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930619733 | EIN |
| Primary Activities | HOUSING | PrimaryActivities |
| Legal Domicile State | OR | LegalDomicileState |
| Total Income | 6005017 | TotalIncome |
| EOY Assets | 42033475 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 2828 CORBETT INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2125 SW 4TH AVE SUITE 510 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202021524 | EIN |
| Primary Activities | PROPERTY MGMT | PrimaryActivities |
| Legal Domicile State | OR | LegalDomicileState |
| Exempt Code Section | 501(C)(2) | 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 | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | 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 | false | 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 | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 2828 CORBETT INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionType |
| Amount Involved | 111894 | AmountInvolved |
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