PACIFIC UNIVERSITY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- PACIFIC UNIVERSITY (EIN 93-0386892)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-12
- IRS object ID
- 201141329349303924
- 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 C
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T18:11:34-05:00 | 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 | 930386892 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PACI | NameControl |
| Phone | 5033522819 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2043 COLLEGE WAY | AddressLine1 |
| City | FOREST GROVE | City |
| State | OR | State |
| ZIP Code | 97116 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael Mallery | Name |
| Title | VP Finance and Admin. | Title |
| Date Signed | 2011-03-24 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kilmer Tadj | Name |
| Phone | 2069134000 | Phone |
| Date Prepared | 2011-05-12 | DatePrepared |
| 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 | DR PHILLIP D CREIGHTON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2043 College Way | AddressLine1 |
| City | Forest Grove | City |
| State | OR | State |
| ZIP Code | 97116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 108881357 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.PACIFICU.EDU | WebSite |
| Type Of Organization Other | X | TypeOfOrganizationOther |
| Type Of Org Other Description | SCHOOL | TypeOfOrgOtherDescription |
| Year Formation | 1849 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE EDUCATIONAL SERVICES TO ATTENDING STUDENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 31 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2446 | TotalNbrEmployees |
| Total Nbr Volunteers | 443 | TotalNbrVolunteers |
| Total Gross UBI | 379675 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 96060 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4804727 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5373403 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 91690052 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 97361413 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1838638 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2060089 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 94656141 | TotalRevenuePriorYear |
| Total Revenue Current Year | 104794905 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 16789820 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 18618292 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 47254218 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 49351181 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3413102 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 29983239 | OtherExpensePriorYear |
| Other Expenses Current Year | 29621396 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 94027277 | TotalExpensesPriorYear |
| Total Expenses Current Year | 97590869 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 628864 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 7204036 | RevenuesLessExpensesCY |
| Total Assets BOY | 166374329 | TotalAssetsBOY |
| Total Assets EOY | 209001911 | TotalAssetsEOY |
| Total Liabilities BOY | 75098466 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 107829425 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 91275863 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 101172486 | NetAssetsOrFundBalancesEOY |
| Mission Description | PACIFIC UNIVERSITY HAD ITS ORIGIN IN A MEETING OF THE ASSOCIATION OF CONGREGATIONAL AND PRESBYTERIAN BRETHREN HELD AT OREGON CITY, OREGON, ON SEPTEMBER 21, 1848 FOR THE PURPOSE OF ESTABLISHING A SEMINARY OF LEARNING FOR THE INSTRUCTION OF PERSONS OF BOTH SEXES IN SCIENCE AND LITERATURE. PACIFIC UNIVERSITY IS ONE OF THE OLDEST CHARTERED INSTITUTIONS OF HIGHER EDUCATION IN THE WEST. ITS HISTORICAL AND GROWING TIES TO COLLEGES AND BUSINESSES IN EAST ASIA, ESPECIALLY JAPAN, ENSURE ITS CONTINUING POSITION AS A PIONEERING INSTITUTION INTO THE 21ST CENTURY. PACIFIC UNIVERSITY'S PRIMARY EXEMPT PURPOSE IS PROVIDING EDUCATIONAL SERVICES TO ATTENDING STUDENTS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 29764706 | Expense |
| Revenue | 85131726 | Revenue |
| Description | INSTRUCTION - ACADEMIC DEPARTMENTS PROVIDE EDUCATIONAL SERVICES TO ATTENDING STUDENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 18618293 | Expense |
| Grants | 18618293 | Grants |
| Description | GRANTS AND SCHOLARSHIPS - THE UNIVERSITY PROVIDES MONETARY SUPPORT THROUGH GRANTS, SCHOLARSHIPS, AND FINANCIAL AID TO QUALIFIED STUDENTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 22433323 | Expense |
| Revenue | 9130570 | Revenue |
| Description | OTHER STUDENT SUPPORT SERVICES - DORM, CAFETERIA AND ACTIVITIES ARE PROVIDED TO STUDENTS TO ENHANCE THE ACADEMIC SOCIAL ENVIRONMENT AT THE UNIVERSITY. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3071330 | Expense |
| Revenue | 2720949 | Revenue |
| Description | CLINICS-PART OF CURRICULUM | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 3071330 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 2720949 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 73887652 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | 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 | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | 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 | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | 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 | false | DisregardedEntity |
| Related Entity | false | 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 | 280 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2446 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | true | NonDeductibleContributions |
| Non Deductible Disclosure | true | NonDeductibleDisclosure |
| 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 | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 31 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | 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 | false | CompensationProcessCEO |
| Compensation Process Other | false | 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 | ALLIE LOSLI | NamePerson |
| Telephone Number | 5033522819 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2043 COLLEGE WAY | AddressLine1 |
| City | FOREST GROVE | City |
| State | OR | State |
| ZIP Code | 97116 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (44 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| PAULETTE LONG | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DAVID W LOWE | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| KENNETH C MCGILL | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DR RICHARD MILES | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| PAUL V PHILLIPS | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| IRENE PRICE | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JOSEPH A RODRIGUEZ | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| TIM SCHAUERMANN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| SHERRY H SMITH | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| WILLIAM H STOLLER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MILAN STOYANOV | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| TOMMY THAYER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| SHEILA MANUS VORTMAN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DR SCOTT COOPER | ||||||||
| PROFESSOR/TRUSTEE | 40.0 | X | 98810 | 0 | 16805 | |||
| J RENEE ANDERSON | ||||||||
| STUDENT TRUSTEE | 1.0 | X | 2856 | 0 | 0 | |||
| GEORGE W BURLINGHAM | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MINDY CAMERON | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MANUEL CASTANEDA | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| PATRICK CH CLARK | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| BRIAN B DOHERTY | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MARK FRANDSEN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| REBECCA GRAHAM | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DAVID C HAMILL | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| RICHARD E HANSON | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| LAWRENCE W HARRIS III | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MICHAEL E HENNINGSEN JR | ||||||||
| TRUSTEE/SECRETARY | 1.0 | X | 0 | 0 | 0 | |||
| DR YVONNE KATZ | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JOHN G KING | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DR ERIC KNUTSON | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| KIM W LEDBETTER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| KENNETH LEWIS | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DR LORELY FRENCH | ||||||||
| Professor/Trustee | 40.0 | X | 70157 | 0 | 12235 | |||
| NATHAN GILPIN | ||||||||
| Student Trustee | 1.0 | X | 981 | 0 | 0 | |||
| DR LESLEY HALLICK | ||||||||
| PRESIDENT/TRUSTEE | 40.0 | X | 180572 | 0 | 17028 | X | ||
| GARY PACARRO | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| Julie Berglund Baker | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JOHN MILLER | ||||||||
| VP ACADEMIC AFFAIRS | 40.0 | 158436 | 0 | 31230 | X | |||
| DARLENE MORGAN | ||||||||
| VP FINANCE & ADMINISTRATION | 40.0 | 175222 | 0 | 32735 | X | |||
| JAMES SHEEDY | ||||||||
| DIR. OF OPTOMETRIC RESEARCH | 40.0 | 181820 | 0 | 20779 | X | |||
| PHILIP AKERS | ||||||||
| VP UNIVERSITY RELATIONS | 40.0 | 188562 | 0 | 37210 | X | |||
| JENNIFER SMYTHE | ||||||||
| DEAN OPTOMETRY | 40.0 | 160718 | 0 | 24849 | X | |||
| SUSAN STEIN | ||||||||
| DEAN PHARMACY | 40.0 | 155696 | 0 | 20405 | X | |||
| SARA HOPKINS-POWELL | ||||||||
| EXECUTIVE DEAN/VICE PROVOST | 40.0 | 136155 | 0 | 18182 | X | |||
| DR PHILLIP D CREIGHTON | ||||||||
| FORMER PRESIDENT | 40.0 | 570971 | 0 | 27074 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2080956 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 258532 | TotalOtherCompensation |
| Number Individuals GT100 K | 39 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| PACIFIC LANDSCAPE MANAGEMENT | |||||
| 21555 NW AMBERWOOD DR | HILLSBORO | OR | 97124 | CONTRACTOR | 278758 |
| EBSCO SUBSCRIPTION SERVICES | |||||
| PO BOX 92901 | LOS ANGELES | CA | 900092901 | WEB BASE LIBRARY SVC | 307136 |
| DIGITAL TELECOMMUNICATIONS CORP | |||||
| 7733 LEMONA AVENUE | VAN NUYS | CA | 91405 | CONTRACTOR | 252391 |
| MICHAEL PATRICK PARTNERS | |||||
| 322 NW FIFTH AVE 312 | PORTLAND | OR | 97209 | CONSULTANT | 214322 |
| TUALITY HEALTHCARE | |||||
| 335 SE 8TH AVE | HILLSBORO | OR | 97123 | CONTRACTOR | 198058 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 12 | NumberOfContractorsGT100K |
| Government Grants | 1251771 | GovernmentGrants |
| All Other Contributions | 4121632 | AllOtherContributions |
| Noncash Contributions | 71088 | NoncashContributions |
| Total Contributions | 5373403 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| EDUCATIONAL & EXTRACURICULAR PROGRAMS | 611600 | 85131726 | 85131726 | |
| CLINICAL SERVICES | 621400 | 2720949 | 2720949 | |
| AUXILLARY SERVICES | 532000 | 9508738 | 9130570 | 378168 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 97361413 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1495567 | TotalRevenueColumn |
| Unrelated Business Revenue | 1507 | UnrelatedBusinessRevenue |
| Exclusion | $1,494,060 | 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 Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4641012 | Securities |
| Other | 9962 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4077623 | Securities |
| Other | 8829 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 563389 | Securities |
| Other | 1133 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 564522 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 104794905 | TotalRevenueColumn |
| Related Or Exempt Function Income | 96983245 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 379675 | UnrelatedBusinessRevenue |
| Exclusion | $1,494,060 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18618292 | Total |
| Program Services | 18618292 | ProgramServices |
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 | 1258006 | Total |
| Program Services | 331240 | ProgramServices |
| Management And General | 926766 | ManagementAndGeneral |
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 | 35770815 | Total |
| Program Services | 25233109 | ProgramServices |
| Management And General | 8874829 | ManagementAndGeneral |
| Fundraising | 1662877 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2969765 | Total |
| Program Services | 2050298 | ProgramServices |
| Management And General | 786102 | ManagementAndGeneral |
| Fundraising | 133365 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6525263 | Total |
| Program Services | 4504980 | ProgramServices |
| Management And General | 1727249 | ManagementAndGeneral |
| Fundraising | 293034 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2827332 | Total |
| Program Services | 1951963 | ProgramServices |
| Management And General | 748400 | ManagementAndGeneral |
| Fundraising | 126969 | 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 | 162680 | Total |
| Management And General | 162680 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144023 | Total |
| Management And General | 144023 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109076 | Total |
| Management And General | 109076 | ManagementAndGeneral |
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 | 44491 | Total |
| Management And General | 44491 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2904960 | Total |
| Program Services | 2005557 | ProgramServices |
| Management And General | 768948 | ManagementAndGeneral |
| Fundraising | 130455 | Fundraising |
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 | 3418303 | Total |
| Program Services | 2359964 | ProgramServices |
| Management And General | 904831 | ManagementAndGeneral |
| Fundraising | 153508 | Fundraising |
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 | 1934687 | Total |
| Program Services | 1335690 | ProgramServices |
| Management And General | 512115 | ManagementAndGeneral |
| Fundraising | 86882 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2826430 | Total |
| Program Services | 1951341 | ProgramServices |
| Management And General | 748161 | ManagementAndGeneral |
| Fundraising | 126928 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3350232 | Total |
| Program Services | 2312969 | ProgramServices |
| Management And General | 886812 | ManagementAndGeneral |
| Fundraising | 150451 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| INTERSCHOLASTIC ACTIVITIES | 1586448 | 1530584 | 47761 | 8103 |
| EQUIPMENT | 1678731 | 1158980 | 444363 | 75388 |
| UTILITIES | 1407742 | 971892 | 372632 | 63218 |
| ADMIN. COSTS | 4065807 | 2882299 | 996023 | 187485 |
| CATERING & MEALS SERVICES | 1937742 | 1673737 | 199730 | 64275 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4050044 | Total |
| Program Services | 3014757 | ProgramServices |
| Management And General | 885123 | ManagementAndGeneral |
| Fundraising | 150164 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97590869 | Total |
| Program Services | 73887652 | ProgramServices |
| Management And General | 20290115 | ManagementAndGeneral |
| Fundraising | 3413102 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9083567 | BOY |
| EOY | 26573016 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3254975 | BOY |
| EOY | 3885610 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1988335 | BOY |
| EOY | 2031079 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8613374 | BOY |
| EOY | 7884963 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 376598 | BOY |
| EOY | 354018 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2346252 | BOY |
| EOY | 3190643 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 151436166 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 39170956 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96406119 | BOY |
| EOY | 112265210 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17121665 | BOY |
| EOY | 22590439 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7586207 | BOY |
| EOY | 6994704 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19597237 | BOY |
| EOY | 23232229 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166374329 | BOY |
| EOY | 209001911 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5360825 | BOY |
| EOY | 6441350 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4085413 | BOY |
| EOY | 4081265 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44782940 | BOY |
| EOY | 78553795 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8033904 | BOY |
| EOY | 6388036 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12835384 | BOY |
| EOY | 12364979 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75098466 | BOY |
| EOY | 107829425 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51914826 | BOY |
| EOY | 58064874 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10412490 | BOY |
| EOY | 11268194 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28948547 | BOY |
| EOY | 31839418 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91275863 | BOY |
| EOY | 101172486 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166374329 | BOY |
| EOY | 209001911 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $109,076 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 109076 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
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 | 25570959 | BeginningOfYearBalance |
| Contributions | 3903626 | Contributions |
| Investment Earnings Or Losses | 2326380 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 633447 | GrantsOrScholarships |
| Other Expenditures | 565521 | OtherExpenditures |
| End Of Year Balance | 30601997 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 26588734 | BeginningOfYearBalance |
| Contributions | 3513711 | Contributions |
| Investment Earnings Or Losses | -3346086 | InvestmentEarningsOrLosses |
| Other Expenditures | 1185400 | OtherExpenditures |
| End Of Year Balance | 25570959 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.39720 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.52650 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.07630 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5414282 | OtherCostOrOtherBasis |
| Book Value | 5414282 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 105256920 | OtherCostOrOtherBasis |
| Depreciation | 24276077 | Depreciation |
| Book Value | 80980843 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14971340 | OtherCostOrOtherBasis |
| Depreciation | 11693456 | Depreciation |
| Book Value | 3277884 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25793624 | OtherCostOrOtherBasis |
| Depreciation | 3201423 | Depreciation |
| Book Value | 22592201 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 112265210 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEPOSITS WITH BOND TRUSTEE | 6433552 |
| FUNDS HELD IN TRUST BY OTHERS | 16798677 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 23232229 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FACULTY CONTRACTS PAYABLE | $2,323,532 |
| REFUNDABLE DEPOSITS | $497,949 |
| CAPITAL LEASE OBLIGATION | $551,645 |
| ASSET RETIREMENT OBLIGATION | $1,308,922 |
| EMPLOYMENT BENEFITS | $714,288 |
| US GOVERNMENT GRANTS REFUNDABL | $6,968,643 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 12364979 | TotalOfAmounts |
| Total Revenue | 104794905 | TotalRevenue |
| Total Expenses | 97590869 | TotalExpenses |
| Excess Or Deficit For Year | 7204036 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2829077 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 49680 | DonatedServicesAndFacilities |
| Other | -$186,170 | OtherAmount |
| Total Adjustments | 2692587 | TotalAdjustments |
| Excess Or Deficit Per FS | 9896623 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 88869199 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2829077 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 49680 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 2878757 | RevenueNotRptdF990 |
| Revenue Subtotal | 85990442 | RevenueSubtotal |
| Other Revenues Not Included | 18804463 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 18804463 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 104794905 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 78972576 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 78972576 | ExpensesSubtotal |
| Other Expenses Not Included | 18618293 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 18618293 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 97590869 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER ADJUSTMENTS | SCHEDULE D, PART XI, LINE 8 | ACTUARIAL ADJUSTMENTS (425,882) PARTNERSHIP LOSS 239,712 TOTAL ADJUSTMENT (186,170) |
| OTHER ADJUSTMENTS - REVENUE | Schedule D, Part XII, Line 4b | Scholarships 18,618,293 Actuarial Adjustments 425,882 Partnership K-1 Loss (239,712) TOTAL ADJUSTMENT 18,804,463 |
| OTHER ADJUSTMENTS - EXPENSES | SCHEDULE D, PART XIII, LINE 4B | Scholarships 18,618,293 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | DUE TO THE SIZE OF THE SCHOOL, ITS GEOGRAPHICAL LOCATION, AND THE COMMUNITY IT SERVES, THE NON-DISCRIMINATION POLICY AND RACIAL COMPOSITION OF THE STUDENT BODY IS WELL-KNOWN TO ALL SEGMENTS OF THE GENERAL COMMUNITY SERVED AND IS PUBLISHED LOCALLY. | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Govt Financial Aid Explanation | PACIFIC UNIVERSITY RECEIVES FINANCIAL AID OR ASSISTANCE FROM GOVERNMENTAL AGENCIES, INCLUDING US GOVERNMENT GRANTS, LOANS AND OTHER GOVERNMENT GRANTS. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| ACADEMIC AWARDS SCHOLARSHIPS | 1391 | 16482808 | 0 | N/A | N/A |
| ENDOWED SCHOLARSHIPS | 137 | 609975 | 0 | N/A | N/A |
| RESTRICTED NAMED SCHOLARSHIPS | 509 | 1232791 | 0 | N/A | N/A |
| TUITION EXCHANGE WAIVERS | 8 | 257848 | 0 | N/A | N/A |
| TUAL. ACADEMIC WAIVERS | 10 | 34870 | 0 | N/A | N/A |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITOR PROCESS | Identifier |
| Return Reference | SCHEDULE I, PART 1, LINE 2 | ReturnReference |
| Explanation | SEE STATEMENT O Y | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | false | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | 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 (9 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR PHILLIP D CREIGHTON | |||||||||||||
| 461428 | 0 | 85848 | 0 | 23695 | 0 | 0 | 0 | 27074 | 0 | 598045 | 0 | 517758 | 0 |
| JOHN MILLER | |||||||||||||
| 158436 | 0 | 0 | 0 | 0 | 0 | 10000 | 0 | 21230 | 0 | 189666 | 0 | 194163 | 0 |
| DARLENE MORGAN | |||||||||||||
| 175222 | 0 | 0 | 0 | 0 | 0 | 10000 | 0 | 22735 | 0 | 207957 | 0 | 200728 | 0 |
| JAMES SHEEDY | |||||||||||||
| 181820 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 20779 | 0 | 202599 | 0 | 201089 | 0 |
| PHILIP AKERS | |||||||||||||
| 182562 | 0 | 0 | 0 | 6000 | 0 | 14500 | 0 | 22710 | 0 | 225772 | 0 | 217898 | 0 |
| JENNIFER SMYTHE | |||||||||||||
| 160718 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 24849 | 0 | 185567 | 0 | 191124 | 0 |
| SUSAN STEIN | |||||||||||||
| 155696 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 20405 | 0 | 176101 | 0 | 173654 | 0 |
| SARA HOPKINS-POWELL | |||||||||||||
| 136155 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 18182 | 0 | 154337 | 0 | 155263 | 0 |
| DR LESLEY HALLICK | |||||||||||||
| 163335 | 0 | 0 | 0 | 17237 | 0 | 0 | 0 | 17028 | 0 | 197600 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| HOUSING ALLOWANCE | SCHEDULE J, PART I, LINE 1A | THE UNIVERSITY PROVIDES HOUSING ALLOWANCE TO THE UNIVERSITY PERSIDENT. THE AMOUNT IS TAXED AND IS INCLUDED IN THE PRESIDENT'S FORM W-2. |
| Severance Payment | Sch. J Part I Questions 4a | Former President Dr. Phillip Creighton received $140,000 to remain president through July 2009. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| Pacific University | ||||||
| 930386892 | 345648CE7 | 2005-08-01 | 46625000 | Construct New HEALTH Campus | true | false |
| Pacific University | ||||||
| 930386892 | 345648CX5 | 2009-07-23 | 35305000 | Construct New Building | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Amount DefeasedAmountDefeased | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount UnspentAmountUnspent |
|---|---|---|---|---|---|---|---|---|---|---|
| 41881709 | 2258297 | 11557498 | 1818498 | 26247416 | 2007 | false | true | true | true | |
| 34735307 | 2324663 | 694706 | 19717609 | 2010 | false | false | false | true | 11998329 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| false | false | true | false | true | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | true | 0.00000 | 0.00000 | 0.00000 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested |
|---|---|---|---|---|---|---|
| RBC | ||||||
| true | false | false | true | 3.5 | true | false |
| (no name) | ||||||
| true | false | false | false | false | ||
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 | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 71088 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SALE OF SIMILAR ITEM | 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 | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | 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 | Sch. M Part I | ReturnReference |
| Explanation | The number of contributions reported in Part I is the total number of contributions received. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| REVIEW OF FORM 990 | FORM 990, PART VI, LINE 11 A | A DRAFT OF THE FORM 990 FOR FISCAL YEAR 2009-2010 WILL BE SENT TO EACH MEMBER OF THE BOARD BEFORE FILING. THE COMMITTEE WILL DELEGATE A BOARD COMMITTEE TO REVIEW THE FORM 990. THIS REVIEW PROCESS WILL TAKE PLACE BEFORE THE FORM 990 IS FILED AND WILL INCLUDE PARTIES FROM THE TAX FIRM INVOLVED, THE CONTROLLER, THE VP FOR FINANCE & ADMINISTRATION, AND OTHER UNIVERSITY PERSONNEL. AFTER REVIEW, A COPY OF THE RETURN WILL BE PROVIDED TO EACH BOARD MEMBER, PREFERABLY BY EMAIL TRANSMISSION. |
| ENFORCEMENT OF WRITTEN CONFLICT OF INTERERST POLICY | FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES CONFLICT OF INTEREST POLICY IS INCLUDED IN THE BYLAWS WHICH GOVERN THE ACTIONS OF THE BOARD OF TRUSTEES OF PACIFIC UNIVERSITY. TRUSTEES SHALL DISCLOSE TO THE BOARD ANY POSSIBLE CONFLICT OF INTEREST AT THE EARLIEST PRACTICAL TIME. A TRUSTEE SHALL BE CONSIDERED TO HAVE A CONFLICT OF INTEREST IF (I) SUCH TRUSTEE HAS EXISTING OR POTENTIAL FINANCIAL OR OTHER INTERESTS WHICH IMPAIR OR MIGHT REASONABLY APPEAR TO IMPAIR SUCH MEMBER'S INDEPENDENT, UNBIASED JUDGMENT IN THE DISCHARGE OF SUCH TRUSTEE'S RESPONSIBILITIES TO THE UNIVERSITY, OR (II) SUCH TRUSTEE IS AWARE THAT A MEMBER OF HIS OR HER FAMILY, OR ANY ORGANIZATION IN WHICH SUCH TRUSTEE (OR MEMBER OF HIS OR HER FAMILY) IS AN OFFICER, DIRECTOR, EMPLOYEE, MEMBER, PARTNER, TRUSTEE OR CONTROLLING STOCKHOLDER, HAS SUCH EXISTING OR POTENTIAL FINANCIAL OR OTHER INTERESTS. FOR THE PURPOSES OF THIS PROVISION, A FAMILY MEMBER IS DEFINED AS A SPOUSE, PARENT, SIBLING, CHILD AND ANY OTHER RELATIVE IF RESIDING IN THE SAME HOUSEHOLD AS THE TRUSTEE. B) ALL TRUSTEES AND COMMITTEE MEMBERS SHALL REFRAIN FROM CONFLICTS OF INTERESTS, THE PERCEPTION OF CONFLICTS OF INTEREST AND REQUESTING SPECIAL FAVORS. HOWEVER, IF CONFLICTS DO OCCUR, TRUSTEES AND COMMITTEE MEMBERS SHOULD DISCLOSE THEIR INTEREST DURING THE TRANSACTION OF BUSINESS AND ABSTAIN FROM VOTING ON ISSUES WHERE A CONFLICT IS PRESENT. ANNUALLY, BOARD MEMBERS RECEIVE A COPY OF THE CONFLICT OF INTEREST STATEMENT AND ARE REQUIRED TO COMPLETE A DISCLOSURE STATEMENT. THIS STATEMENT IS RETURNED TO THE OFFICE OF THE PRESIDENT AND KEPT ON FILE. ADDITIONALLY, UPON DISCOVERY OF A POSSIBLE CONFLICT OF INTEREST OR AT ANY OTHER TIME REQUESTED BY THE COMMITTEE OF TRUSTEES, TRUSTEES MAY BE ASKED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AND RETURN IT TO THE OFFICE OF THE PRESIDENT. THE UNIVERSITY'S INSTITUTIONAL CONFLICT OF INTEREST POLICY FOR ALL EMPLOYEES REQUIRES EMPLOYEES TO DISCLOSE ANY ACTIVITY THAT MAY EXIST BETWEEN THEM AND THE UNIVERSITY. A COPY OF THIS CONFLICT OF INTEREST POLICY IS DELIVERED ELECTRONICALLY TO EMPLOYEES ANNUALLY AND IS INCLUDED AMONG UNIVERSITY INSTITUTIONAL POLICIES POSTED IN THE HUMAN RESOURCES WEB PAGE ONLINE. HTTP://WWW.PACIFICU.EDU/HR/POLICIES/INSTITUTIONALPOLICIES.HTM#I33 THIS POLICY PROVIDES THAT A CONFLICT OF INTEREST EXISTS IF AN EMPLOYEE'S ACTIONS, ACTIVITIES, OR PRACTICES ON BEHALF OF THE UNIVERSITY EITHER (A) RESULT IN PREFERENTIAL TREATMENT OR AN IMPROPER GAIN OR ADVANTAGE TO THE EMPLOYEE, THE EMPLOYEE'S FAMILY OR BUSINESS ASSOCIATES, OR (B) HAS A DETRIMENTAL EFFECT ON THE UNIVERSITY'S INTERESTS. A CONFLICT OF INTEREST MAY OCCUR WHEN AN EMPLOYEE FAILS TO EXERCISE DUE CARE, SKILL OR JUDGMENT ON BEHALF OF THE UNIVERSITY IN THE PERFORMANCE OF THE EMPLOYEE'S DUTIES BECAUSE OF AN INTEREST INCONSISTENT WITH THE MISSION GOALS OR WORK OF THE UNIVERSITY. EMPLOYEES MUST PROVIDE FULL DISCLOSURE OF ALL FACTS AND CIRCUMSTANCES RELATED TO ANY TRANSACTION, CONTRACT OR ACTIVITY IN WHICH THEY ARE INVOLVED, OR MAY BECOME INVOLVED, THAT MIGHT DIRECTLY OR INDIRECTLY CREATE A CONFLICT OF INTEREST WITH THE UNIVERSITY. DISCLOSURE SHOULD BE MADE TO THE EMPLOYEE'S IMMEDIATE SUPERVISOR WHO MUST REPORT THE MATTER TO THE VICE-PRESIDENT OF FINANCE AND ADMINISTRATION. FAILURE TO DISCLOSE A CONFLICT OF INTEREST SUBJECTS THE EMPLOYEE TO DISCIPLINE UP TO AND INCLUDING TERMINATION OF EMPLOYMENT. SECTION 4.10 OF THE UNIVERSITY HANDBOOK GOVERNS FACULTY CONFLICTS OF INTERESTS RELATED TO OUTSIDE CONSULTING OR PARTICIPATION IN COMMERCIAL OR GOVERNMENTAL ENTERPRISES THAT HAVE THE POTENTIAL FOR CREATING A CONFLICT OF INTEREST WITH UNIVERSITY OBLIGATIONS. A CONFLICT OF INTEREST DISCLOSURE FORM MUST BE SUBMITTED ANNUALLY TO A DEPARTMENT CHAIR OR DIRECTOR AND TO THE COLLEGE DEAN BY FACULTY MEMBERS WITH APPOINTMENTS OF 0.5 FTE OR GREATER. THE UNIVERSITY RECENTLY ADOPTED A CONSENSUAL RELATIONS POLICY WHICH PROHIBITS EMPLOYEES FROM EXERCISING AUTHORITY OR PROFESSIONAL INFLUENCE OR ACTING IN A SUPERVISORY CAPACITY OVER ANOTHER EMPLOYEE OR STUDENT WITH WHOM ONE HAS A CONSENSUAL INTIMATE, ROMANTIC OR SEXUAL RELATIONSHIP (ACTUAL OR POTENTIAL CONFLICT OF INTEREST). HTTP://WWW.PACIFICU.EDU/HR/POLICIES/INSTITUTIONALPOLICIES.HTM#I56 |
| COMPENSATION REVIEW PROCESS | FORM 990, PART VI, SECTION B, LINE 15 | THE BYLAWS OF PACIFIC UNIVERSITY SPECIFICALLY STATE THAT THE BOARD OF TRUSTEES IS RESPONSIBLE TO APPOINT THE PRESIDENT AND SET APPROPRIATE CONDITIONS OF EMPLOYMENT WHICH INCLUDE COMPENSATION. THE BOARD SHALL ESTABLISH THE CONDITIONS OF EMPLOYMENT OF OTHER KEY INSTITUTIONAL OFFICERS WHO SERVE AT THE PLEASURE OF THE PRESIDENT (IN CONSULTATION WITH THE BOARD AS MAY BE APPROPRIATE). A COMMITTEE OF THE BOARD COMPRISED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT OR PROPERTY TRANSACTION WILL BE AUTHORIZED BY THE BOARD TO REVIEW COMPENSATION DATA AND OTHER EMPLOYMENT INFORMATION APPROPRIATE FOR THE POSITION OF THE PRESIDENT. IN ORDER TO OBTAIN COMPETITIVE AND RELEVANT COMPENSATION DATA, THE UNIVERSITY CONTRACTED WITH AN OUTSIDE FIRM TO CONDUCT A BENCHMARKING STUDY. THIS BENCHMARKING STUDY INCLUDED RELEVANT INFORMATION ABOUT PACIFIC UNIVERSITY AND THE RESPONSIBILITIES AND ROLE OF THE PRESIDENT. SUCH INFORMATION INCLUDED A JOB DESCRIPTION FOR THE POSITION, PACIFIC'S COMPENSATION PHILOSOPHY, GOALS, ROLES AND RESPONSIBILITIES AND OTHER PERTINENT INFORMATION. IN ADDITION, THE FIRM CONDUCTED A COMPREHENSIVE SURVEY OF COMPENSATION PACKAGES OF UNIVERSITY PRESIDENTS THAT INCLUDED 12 TO 15 PEER INSTITUTIONS. THE SURVEY ITSELF INCLUDED REQUESTS OF INFORMATION ON BASE COMPENSATION, BONUSES, DEFERRED COMPENSATION, AND RETIREMENT PROGRAMS AND INCLUDED VARIOUS PERQUISITES. THE FIRM MONITORED RESPONSES AND ANALYZED THE DATA AND THEN PREPARED A REPORT OF THE RESULTS. THIS BENCHMARKING REPORT ALSO INCLUDED RECOMMENDATIONS OF THE RANGE OF PERCENTILES FOR COMPENSATION BASED ON THE PEER GROUP AND INCLUDED RECOMMENDATIONS REGARDING THE STRUCTURE OF THE PACKAGE. THIS BENCHMARKING STUDY IS OBTAINED AND RELIED HEAVILY UPON BY MEMBERS OF THE EXECUTIVE COMMITTEE AND A SUMMARY OF THE FINDINGS ARE REPORTED IN THE COMMITTEE MINUTES AND SHARED WITH THE BOARD OF TRUSTEES. ONCE A POTENTIAL PRESIDENT IS SELECTED, A SPECIAL MEETING OF THE BOARD OF TRUSTEES IS THEN CONDUCTED TO REVIEW THE PROCESS AND TO VOTE IN FAVOR OF ELECTING THE NEW PRESIDENT. DURING THIS PROCESS MINUTES ARE TAKEN AND EACH TRUSTEE PRESENT MUST CALL OUT THEIR VOTE AND THEIR VOTE IS RECORDED IN THE MINUTES LISTING THE INDIVIDUALS WHO ELECTED IN FAVOR. THEN AT THE NEXT REGULAR BOARD OF TRUSTEES MEETING A MOTION IS MADE AND MUST BE PASSED APPOINTING THE NEXT PRESIDENT. THIS IS FULLY DOCUMENTED IN THE MINUTES OF THE MEETING. |
| PUBLIC DISCLOSURE | FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND PACIFIC UNIVERSITY'S ARTICLES OF INCORPORATION ARE OF RECORD IN THE OFFICE OF THE OREGON SECRETARY OF STATE. CURRENT ARTICLES OF INCORPORATION AND BYLAWS FOR THE BOARD OF TRUSTEES ARE AVAILABLE FROM THE OFFICE OF THE PRESIDENT OF THE UNIVERSITY UPON REQUEST. THE INSTITUTIONAL CONFLICT OF INTEREST POLICY AND THE CONSENSUAL RELATIONS POLICY ARE SITUATED ON THE INSTITUTION'S HUMAN RESOURCES WEBSITE AT: HTTP://WWW.PACIFICU.EDU/HR/POLICIES/INSTITUTIONALPOLICIES.HTM . SECTION 4.10 OF THE UNIVERSITY HANDBOOK IS FOUND ONLINE AT: HTTP://WWW.PACIFICU.EDU/POLICIES/DOCUMENTS/CHAPTER4REVISIONS2009-2010_000. PDF . PDF FINANCIAL STATEMENTS ARE AVAILABLE ON THE INSTITUTION'S BUSINESS OFFICE WEBSITE. 2009-2010 FINANCIAL STATEMENTS ARE AVAILABLE AT: HTTP://PACIFICU.EDU/OFFICES/BO/STAFFFACULTY/INDEX.CFM ALL OF THE DOCUMENTS ABOVE ARE ALSO AVAILABLE BY REQUEST. |
| GRANT MONITORING PROCESS | SCHEDULE I, PART 1, LINE 2 | PACIFIC UNIVERSITY AWARDS FEDERAL AND STATE AID ONLY TO US CITIZENS AND ELIGIBLE NON-CITIZENS. ELIGIBLE NON-CITIZENS ARE DEFINED AS THOSE LIVING IN THE U.S. FOR "OTHER THAN A TEMPORARY PURPOSE"; THEY CAN POSSES A VARIETY OF DOCUMENTS WHICH DEMONSTRATES THAT STATUS, INCLUDING I-551S, I-151S, AND I-94S WITH CERTAIN STAMPS. APPLICANTS WHO FILE A FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) HAVE THEIR FAFSA DATA MATCHED WITH DATA IN SEVERAL FEDERAL DATABASES, INCLUDING THE SOCIAL SECURITY ADMINISTRATION AND THE DEPARTMENT OF HOMELAND SECURITY. WHEN THOSE DATABASE MATCHES ARE NOT SUCCESSFUL, WE OBTAIN DOCUMENTATION FROM THE APPLICANTS TO ENSURE THAT WE ARE AWARDING FEDERAL AND STATE AID ONLY TO ELIGIBLE RECIPIENTS. THAT DOCUMENTATION BECOMES PART OF THEIR FINANCIAL AID FILES AND IS RETAINED FOR AT LEAST FIVE YEARS. ELIGIBLE NON-CITIZENS MUST ALSO BE OREGON RESIDENTS TO RECEIVE STATE AID. INSTITUTIONAL AID ONLY IS AWARDED TO CERTAIN INTERNATIONAL STUDENTS WHO ARE IN THE US SOLELY OR PRIMARILY TO PURSUE POSTSECONDARY EDUCATION. ON AN ON-GOING BASIS, STAFF IN FINANCIAL AID AND BUSINESS OFFICE MONITORS THE ACTIVITY OF ALL AWARDING AND DISBURSEMENT ACTIVITY OF AWARDS AND LOANS ON A MONTHLY BASIS AT A MINIMUM. ANY DIFFERENCES OR ANOMALIES ARE INVESTIGATED IMMEDIATELY AND, IF NEEDED, CORRECTED. |
| SIGNIFICANT CHANGES TO BYLAWS | FORM 990, PART VI, LINE 4 | THERE WERE TWO BOARD APPROVED REVISIONS TO THE BY-LAWS IN FY 09/10. THE FIRST VOTE OCCURRED ON DECEMBER 5, 2009, AND A SUMMARY OF SIGNIFICANT CHANGES TO THE BY-LAWS IS AS FOLLOWS: ARTICLE 5 SECTION 5A FINANCE COMMITTEE FUNCTIONS THE LAST SENTENCE IN THIS SECTION WAS CHANGED TO "IT SHALL BE RESPONSIBLE FOR COMPLIANCE OF THE UNIVERSITY WITH ALL FEDERAL AND STATE REGULATIONS THAT AFFECT THE FINANCES AND FINANCIAL REPORTING OF THE UNIVERSITY." ARTICLE 1 SECTION 2 PARAGRAPH B GOVERNING BODY THE SENTENCE WAS CHANGED TO "APPOINT THE PRESIDENT AND SET APPROPRIATE CONDITIONS OF EMPLOYMENT, INCLUDING COMPENSATION." ARTICLE 2 SECTION 5 TERM OF TRUSTEESHIP THE PROVISION IS REVISED TO READ AS FOLLOWS: "UPON EXPIRATION OF AN INDEPENDENT TRUSTEE'S TERM, RE-ELECTION TO THE BOARD IS SUBJECT TO COMPLIANCE WITH THE PROVISIONS OF ARTICLE 2, SECTION 2 AND 3 AND ARTICLE 5, SECTION 10B." ARTICLE 2 SECTION 1 COMPOSITION THE SECOND SENTENCE IS AMENDED TO READ AS FOLLOWS: "TRUSTEE MEMBERSHIP SHALL REFLECT SUITALBE EXPERTISE, DIVERSITY, AND THE CAPACITY TO CONTRIBTUE TO THE UNIVERSITY'S ADVANCEMENT, INCLUDING THROUGH PERSONAL PHILANTHROPY AND SUCH OTHER NEEDS AS THE COMMITTEE ON TRUSTEES SHALL DETERMINE ON BEHALF OF THE BOARD OF TRUSTEES." ARTICLE 2 SECTION 1 COMPOSITION OF BOARD OF TRUSTEES 1A - NEW LANGUAGE WAS ADDED TO THE FIRST SENTENCE. THE "VOTING MEMBERS OF THE BOARD OF TRUSTEES" WAS ADDED. 1C - NEW LANGUAGE WAS ADDED TO THE FIRST SENTENCE. THE WORD "VOTING" WAS ADDED TO DESCRIBE MEMBERS. ARTICLE 2 SECTION 9 LEAVE OF ABSENCE THIS IS A NEW PROVISION TO THE BY-LAWS. EXISTING ARTICLE 3 SECTION D WAS RENAMED TO ARTICLE 3 SECTION E. ARTICLE 3 SECTION D NEW PROVISION WAS INSERTED AFTER THE OLD SECTION D WAS RENAMED TO SECTION E. THE PROVISION READS AS FOLLOWS: "THE OFFICERS OF THE BOARD OF TRUSTEES SHALL BE ELECTED TO A RENEWABLE ONE-YEAR TERMS; PROVIDED, HOWEVER, THE CHAIR OF THE BOARD SHALL CUSTOMARILY SERVE FOR AT LEAST THREE BUT NOT MORE THAN SIX CONSECUTIVE ONE-YEAR TERMS." ARTICLE 5 SECTION 4D THE EXECUTIVE COMMITTEE MODIFIED TO "A QUORUM SHALL CONSIST OF A MAJORITY OF MEMBERS." ARTICLE 6 SECTION 5C CONFLICT OF INTEREST THE PHRASE "COMMON OR" WAS DELETED FROM THIS PROVISION THAT DEALS WITH CONFLICTS OF INTEREST. THE AMENDED BY-LAW WOULD READ "INTERESTED TRUSTEES MAY BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT A MEETING OF THE BOARD OF TRUSTEES OR A COMMITTEE THEREOF WHICH AUTHORIZES OR RATIFIES ANY CONTRACT OR TRANSACTION ABOVE. THE SECOND BOARD APPROVED CHANGE TO THE BY-LAWS OCCURRED ON MARCH 6, 2010. DURING THE BOARD MEETING, THE TRUSTEES CLARIFIED THAT STUDENT AND FACULTY TRUSTEES "ARE ELECTED FROM" RATHER THAN "REPRESENT" THEIR RESPECTIVE CONSTITUENCIES. ADDITIONALLY, IT WAS APPROVED THAT INDEPENDENT TRUSTEES CAN SERVE A MAXIMUM OF 3 CONSECUTIVE FOUR-YEAR TERMS, BEFORE TAKING A HIATUS OF ONE YEAR, AFTER WHICH THEY MAY BE RE-ELECTED. THE BOARD MAY MAKE AN EXCEPTION TO THIS POLICY FOR TRUSTEES WHO HAVE MADE AN EXTRAORDINARY CONTRIBUTION TO THE UNIVERSITY. |
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