UNIVERSITY OF PORTLAND: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF PORTLAND (EIN 93-0401259)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-06
IRS object ID
202601269349301820
Schema version
2024v5.5
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-06T11:19:53-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1805 SW BROADWAY STE 1400AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97205ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN930401259EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF PORTLANDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNIVBusinessNameControlTxt
Phone5039437337PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15000 N WILLAMETTE BLVDAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEN PIFERPersonNm
Person TitleINTERIM VP OF FINANCIAL AFFAIRSPersonTitleTxt
Phone5039437337PhoneNum
Signature2026-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWENDY CAMPOSPreparerPersonNm
PTINP00448102PTIN
Phone5032421447PhoneNum
Preparation2026-04-22PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKEN PIFERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15000 N WILLAMETTE BLVDAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97203ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$283,525,026GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UP.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1935FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionTHE UNIVERSITY OF PORTLAND, AN INDEPENDENTLY GOVERNED CATHOLIC UNIVERSITY GUIDED BY THE CONGREGATION OF HOLY CROSS, ADDRESSES SIGNIFICANT QUESTIONS OF HUMAN CONCERN THROUGH INTERDISCIPLINARY STUDIES OF THE ARTS, SCIENCES, AND HUMANITIES AND THROUGH STUDIES IN MAJORS AND PROFESSIONAL PROGRAMS AT THE UNDERGRADUATE AND GRADUATE LEVELS. AS A DIVERSE COMMUNITY OF SCHOLARS DEDICATED TO EXCELLENCE AND INNOVATION, WE PURSUE TEACHING AND LEARNING, FAITH AND FORMATION, LEADERSHIP AND SERVICE IN THE CLASSROOM, RESIDENCE HALLS, AND ALL ACTIVITIES OF CAMPUS LIFE. BECAUSE WE VALUE THE DEVELOPMENT OF THE ENTIRE PERSON, THE UNIVERSITY HONORS FAITH AND REASON AS WAYS OF KNOWING, PROMOTES ETHICAL REFLECTION, AND PREPARES PEOPLE WHO RESPOND TO THE NEEDS OF THE WORLD AND ITS HUMAN FAMILYActivityOrMissionDesc
Voting Members Governing Body50VotingMembersGoverningBodyCnt
Voting Members Independent48VotingMembersIndependentCnt
Total Employee1838TotalEmployeeCnt
Total Volunteers49TotalVolunteersCnt
Total Gross UBI$654,961TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$357,047NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$20,675,649PYContributionsGrantsAmt
CY Contributions Grants$47,803,759CYContributionsGrantsAmt
PY Program Service Revenue$209,422,997PYProgramServiceRevenueAmt
CY Program Service Revenue$212,462,810CYProgramServiceRevenueAmt
PY Investment Income$9,091,474PYInvestmentIncomeAmt
CY Investment Income$16,473,117CYInvestmentIncomeAmt
PY Other Revenue$3,854,781PYOtherRevenueAmt
CY Other Revenue$4,104,062CYOtherRevenueAmt
PY Total Revenue$243,044,901PYTotalRevenueAmt
CY Total Revenue$280,843,748CYTotalRevenueAmt
PY Grants And Similar Paid$104,796,457PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$109,960,694CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$85,717,264PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$83,579,011CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,155,829CYTotalFundraisingExpenseAmt
PY Other Expenses$59,599,165PYOtherExpensesAmt
CY Other Expenses$60,390,325CYOtherExpensesAmt
PY Total Expenses$250,112,886PYTotalExpensesAmt
CY Total Expenses$253,930,030CYTotalExpensesAmt
PY Revenues Less Expenses-$7,067,985PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$26,913,718CYRevenuesLessExpensesAmt
Total Assets BOY$718,823,741TotalAssetsBOYAmt
Total Assets EOY$785,791,862TotalAssetsEOYAmt
Total Liabilities BOY$104,345,881TotalLiabilitiesBOYAmt
Total Liabilities EOY$115,219,194TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$614,477,860NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$670,572,668NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE UNIVERSITY OF PORTLAND, AN INDEPENDENTLY GOVERNED CATHOLIC UNIVERSITY GUIDED BY THE CONGREGATION OF HOLY CROSS, ADDRESSES SIGNIFICANT QUESTIONS OF HUMAN CONCERN THROUGH INTERDISCIPLINARY STUDIES OF THE ARTS, SCIENCES, AND HUMANITIES AND THROUGH STUDIES IN MAJORS AND PROFESSIONAL PROGRAMS AT THE UNDERGRADUATE AND GRADUATE LEVELS. AS A DIVERSE COMMUNITY OF SCHOLARS DEDICATED TO EXCELLENCE AND INNOVATION, WE PURSUE TEACHING AND LEARNING, FAITH AND FORMATION, LEADERSHIP AND SERVICE IN THE CLASSROOM, RESIDENCE HALLS, AND ALL ACTIVITIES OF CAMPUS LIFE. BECAUSE WE VALUE THE DEVELOPMENT OF THE ENTIRE PERSON, THE UNIVERSITY HONORS FAITH AND REASON AS WAYS OF KNOWING, PROMOTES ETHICAL REFLECTION, AND PREPARES PEOPLE WHO RESPOND TO THE NEEDS OF THE WORLD AND ITS HUMAN FAMILYMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$162,805,969ExpenseAmt
Grant$103,809,728GrantAmt
Revenue$183,270,561RevenueAmt
DescPOST-SECONDARY EDUCATION: THE PRIMARY MISSION OF THE UNIVERSITY OF PORTLAND IS EDUCATION. 3,285 UNDERGRADUATE AND GRADUATE STUDENTS WERE ENROLLED IN 2024/2025 IN THE COLLEGE OF ARTS AND SCIENCES, SCHOOL OF BUSINESS, SCHOOL OF EDUCATION, SCHOOL OF NURSING AND SHILEY SCHOOL OF ENGINEERING. AN INTEGRAL PART OF OUR MISSION IS THE PROVISION OF STUDENT FINANCIAL AID TO HELP STUDENTS PURSUE THEIR EDUCATION. A HIGH-QUALITY PERSONALIZED EDUCATION AT THE UNIVERSITY OF PORTLAND IS AN INVESTMENT IN EACH STUDENT'S FUTURE SUCCESS. WE RECOGNIZE THAT SOME STUDENTS AND THEIR FAMILIES MAY NEED ASSISTANCE TO MEET SOME OF THEIR COLLEGE COSTS, AND WE STRIVE TO HELP FILL THE GAP BETWEEN THE COST OF ATTENDANCE AND FUNDS AVAILABLE TO EACH STUDENT. WE CONNECT STUDENTS WITH A WIDE RANGE OF INTERNAL AND EXTERNAL FUNDING OPTIONS, BUT THE EXPENSES INCLUDED IN THIS CATEGTORY REFLECT SCHOLARSHIPS AND GRANTS THROUGH INSTITUTIONAL FUNDS, ANNUAL AND ENDOWED GIFTS, AND MATCHING OF GOVERNMENT FUNDS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$67,616,357ExpenseAmt
Grant$4,797,900GrantAmt
Revenue$28,539,043RevenueAmt
DescEXTRACURRICULAR PROGRAMS, STUDENT SERVICES AND CAMPUS LIFE: THE UNIVERSITY OF PORTLAND RECOGNIZES THAT AN EDUCATION SHOULD DEVELOP THE ENTIRE PERSON AND ACCORDINGLY MAINTAINS DIVERSE AND COMPREHENSIVE EXTRACURRICULAR PROGRAMS ON CAMPUS. EXPENSES AND REVENUES LISTED ABOVE INCLUDE RESIDENCE HALLS, DINING, NCAA DIVISION I ATHLETICS, INTERNATIONAL STUDENT SERVICES, HEALTH AND CAREER SERVICES, ADMISSIONS, REGISTRAR, STUDENT GOVERNMENT AND ACTIVITIES, ADMINISTRATION, FOOD AND HOUSING GRANTS, AND INTRAMURALS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$230,422,326TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document412IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1838EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryAUForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members50GoverningBodyVotingMembersCnt
Independent Voting Member48IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KEN PIFERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5039437337PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15000 N WILLAMETTE BLVDAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97203ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (71 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
TIMOTHY J MORGAN
REGENT/CHAIR1.00Yes (X)Yes (X)$0$0$0
CHERYL L CEBULA
REGENT/CO-VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
PATRICIA K JOHNSON
REGENT/CO-VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
ANNIE T BUELL
REGENT/SECRETARY1.00Yes (X)Yes (X)$0$0$0
THOMAS D ARNDORFER
REGENT1.00Yes (X)$0$0$0
KRISTEN D BACKEBERG
REGENT1.00Yes (X)$0$0$0
RICHARD S BAEK
REGENT1.00Yes (X)$0$0$0
REV E WILLIAM BEAUCHAMP CSC
REGENT1.00Yes (X)$0$0$0
PATRICK E BECKER JR
REGENT1.00Yes (X)$0$0$0
JAMES J BERCHTOLD
REGENT1.00Yes (X)$0$0$0
MARY R BOYLE
REGENT1.00Yes (X)$0$0$0
J'REYESHA R BRANNON
REGENT1.00Yes (X)$0$0$0
DAN S BROWN
REGENT1.00Yes (X)$0$0$0
NANCY K BRYANT
REGENT1.00Yes (X)$0$0$0
JANICE L BURGER
REGENT1.00Yes (X)$0$0$0
KEVIN M COOPER
REGENT1.00Yes (X)$0$0$0
CHRISTINA M DOERFLER
REGENT1.00Yes (X)$0$0$0
GREG E DUBE
REGENT1.00Yes (X)$0$0$0
REV JAMES K FOSTER CSC
REGENT1.00Yes (X)$0$0$0
RIAN M FUREY
REGENT1.00Yes (X)$0$0$0
MARK B GANZ
REGENT1.00Yes (X)$0$0$0
JENNIFER GRAVES
REGENT1.00Yes (X)$0$0$0
REV DAVID L GUFFEY CSC
REGENT1.00Yes (X)$0$0$0
PAUL G HENNINGSEN JR
REGENT1.00Yes (X)$0$0$0
TOM HOBAN
REGENT1.00Yes (X)$0$0$0
REV PETER A JARRET CSC
REGENT1.00Yes (X)$0$0$0
MOLLY CRAFT JOHNSON
REGENT1.00Yes (X)$0$0$0
FRED H JONSKE
REGENT1.00Yes (X)$0$0$0
KASEY C KELLER
REGENT1.00Yes (X)$0$0$0
PATRICK H KESSI
REGENT1.00Yes (X)$0$0$0
REV WILLIAM M LIES CSC
REGENT1.00Yes (X)$0$0$0
REV ROBERT J LOUGHERY CSC
REGENT1.00Yes (X)$0$0$0
MIKE E MALIN
REGENT1.00Yes (X)$0$0$0
REV EDWARD A MALLOY CSC
REGENT1.00Yes (X)$0$0$0
JOHN S MARICK
REGENT1.00Yes (X)$0$0$0
PATRICK MILLER
REGENT1.00Yes (X)$0$0$0
MONICA NAMES-KING
REGENT1.00Yes (X)$0$0$0
MICHAEL E NELSON
REGENT1.00Yes (X)$0$0$0
MARGO PASSADORE
REGENT1.00Yes (X)$0$0$0
JAMES T PRICE SR
REGENT1.00Yes (X)$0$0$0
REV PATRICK E REIDY CSC
REGENT1.00Yes (X)$0$0$0
LARREE M RENDA
REGENT1.00Yes (X)$0$0$0
DON V ROMANAGGI MD
REGENT1.00Yes (X)$0$0$0
DARLENE V SHILEY
REGENT1.00Yes (X)$0$0$0
KAY DEAN TORAN
REGENT1.00Yes (X)$0$0$0
DARRYL P WONG
REGENT1.00Yes (X)$0$0$0
JENNIFER R WILLIAMS
REGENT1.00Yes (X)$0$0$0
EDWIN A SWEO
REGENT1.00Yes (X)$0$0$0
STEPHEN L SHEPARD
REGENT1.00Yes (X)$0$0$0
SUMMER WIDMER
REGENT1.00Yes (X)$0$0$0
ROBERT D KELLY
PRESIDENT40.00Yes (X)$524,550$0$50,537
ERIC BARGER
VP FOR FINANCIAL AFFAIRS40.00Yes (X)$294,255$0$33,566
SCOTT LEYKAM
VP FOR ATHLETICS40.00Yes (X)$282,343$0$42,326
GREGORY NALESKI
VP FOR UNIVERSITY RELATIONS40.00Yes (X)$254,175$0$52,921
MICHAEL LEWELLEN
VP FOR MARKETING/COMMUNICATIONS40.00Yes (X)$208,985$0$9,090
DANA LOPEZ
VP FOR HUMAN RESOURCES40.00Yes (X)$200,845$0$32,405
JOHN DONATO
VP FOR STUDENT AFFAIRS40.00Yes (X)$183,179$0$17,313
DAVID MENGEL
PROVOST40.00Yes (X)$295,050$0$37,463
MAI NHIA XIONG-CHAN
VP FOR ENROLLMENT MANAGEMENT40.00Yes (X)$256,058$0$35,065
ALVIN STURDIVANT
VP FOR STUDENT AFFAIRS AND INCLUSIVE EXCELLENCE40.00Yes (X)$0$0$0
MICHAEL DEVAUGHN
DEAN, SCHOOL OF BUSINESS40.00$295,187$0$30,943Yes (X)
BRIAN FABIEN
DEAN, SCHOOL OF ENGINEERING40.00$264,384$0$28,880Yes (X)
VALERIE BANSCHBACH
DEAN, COLLEGE OF ARTS & SCIENCES40.00$226,230$0$33,563Yes (X)
JOHN WATZKE
DEAN, SCHOOL OF EDUCATION40.00$219,486$0$33,221Yes (X)
JOANE MOCERI
DEAN SCHOOL OF NURSING40.00$233,457$0$20,058Yes (X)
SHANTAY LEGANS
COACH, MEN'S BASKETBALL40.00$687,208$0$52,522Yes (X)
NICK CARLIN-VOIGT
COACH, MEN'S SOCCER40.00$272,280$0$53,557Yes (X)
MICHAEL MEEK
COACH, WOMEN'S BASKETBALL40.00$246,331$0$52,506Yes (X)
MICHELLE FRENCH
COACH, WOMEN'S SOCCER40.00$208,670$0$18,464Yes (X)
ARJUN CHATRATH
PROFESSOR40.00$211,254$0$18,707Yes (X)
ELISE MOENTMANN
VICE PROVOST, FORMER INTERIM PROVOST40.00$177,600$0$16,957Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,541,527TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$670,064TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K168IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (1)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SKANSKA USA
1010 NW FLANDERS ST UNIT 500PORTLANDOR972093119CONSTRUCTION & DEVELOPMENT$8,899,327
BON APPETIT MANAGEMENT CO
201 REDWOOD SHORES PKWY SUITE 100REDWOOD CITYCA940656111FOOD SERVICE$8,817,649
LEASE CRUTCHER LEWIS
550 SW 12TH AVEPORTLANDOR972052300GENERAL CONTRACTOR$3,578,750
APOLLO SHEET METAL INC
7555 SW TECH CENTER DRTIGARDOR97223MECHANICAL CONTRACTOR$1,294,702
AMERICAN HEATING INC
5035 SE 24TH AVEPORTLANDOR97202COMMERCIAL & INDUSTRIAL HEATING SYSTEMS$1,037,721
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K66CntrctRcvdGreaterThan100KCnt
Fundraising$15,841FundraisingAmt
Government Grants$2,635,137GovernmentGrantsAmt
All Other Contributions$45,152,781AllOtherContributionsAmt
Noncash Contributions$5,250,080NoncashContributionsAmt
Total Contributions$47,803,759TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION AND FEES611310$183,270,561$183,270,561
ROOM AND BOARD611310$25,373,563$25,373,563
ATHLETICS611310$2,914,658$2,261,452$653,206

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$904,028TotalRevenueColumnAmt
Related Or Exempt Func Income$904,028RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$212,462,810TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,173,879TotalRevenueColumnAmt
Exclusion$6,173,879ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,691TotalRevenueColumnAmt
Exclusion$29,691ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$60,640RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$60,640RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$60,640TotalRevenueColumnAmt
Exclusion$60,640ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$12,969,946SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,670,708SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$10,299,238SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,299,238TotalRevenueColumnAmt
Exclusion$10,299,238ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$22,400FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$15,841ContriRptFundraisingEventAmt
Fundraising Direct Expenses$10,570FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,830TotalRevenueColumnAmt
Exclusion$11,830ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
OTHER INCOME900099$4,000,146$4,000,146
ADVERTISING541800$1,870$1,870
QUALIFIED PARTNERSHIPS525990-$115-$115
FieldValueIRS element (for citing)
Other Revenue Total$4,001,901OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$280,843,748TotalRevenueColumnAmt
Related Or Exempt Func Income$211,809,604RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$654,961UnrelatedBusinessRevenueAmt
Exclusion$20,575,424ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$50,549TotalAmt
Program Services$50,549ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$109,910,145TotalAmt
Program Services$109,910,145ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,021,695TotalAmt
Program Services$1,920,453ProgramServicesAmt
Management And General$1,787,421ManagementAndGeneralAmt
Fundraising$313,821FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$197,101TotalAmt
Management And General$197,101ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$59,551,520TotalAmt
Program Services$52,425,027ProgramServicesAmt
Management And General$5,880,642ManagementAndGeneralAmt
Fundraising$1,245,851FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,330,759TotalAmt
Program Services$1,986,288ProgramServicesAmt
Management And General$287,466ManagementAndGeneralAmt
Fundraising$57,005FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$11,725,527TotalAmt
Program Services$9,992,571ProgramServicesAmt
Management And General$1,446,177ManagementAndGeneralAmt
Fundraising$286,779FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,752,409TotalAmt
Program Services$4,902,241ProgramServicesAmt
Management And General$709,478ManagementAndGeneralAmt
Fundraising$140,690FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$319,943TotalAmt
Program Services$1,127ProgramServicesAmt
Management And General$257,293ManagementAndGeneralAmt
Fundraising$61,523FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$107,780TotalAmt
Management And General$107,780ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$25,508TotalAmt
Management And General$25,508ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$17,055,296TotalAmt
Program Services$14,056,483ProgramServicesAmt
Management And General$2,791,845ManagementAndGeneralAmt
Fundraising$206,968FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$469,623TotalAmt
Program Services$221,230ProgramServicesAmt
Management And General$161,320ManagementAndGeneralAmt
Fundraising$87,073FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,284,962TotalAmt
Program Services$2,300,252ProgramServicesAmt
Management And General$962,535ManagementAndGeneralAmt
Fundraising$22,175FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,620,259TotalAmt
Program Services$2,287,594ProgramServicesAmt
Management And General$28,662ManagementAndGeneralAmt
Fundraising$304,003FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$11,104TotalAmt
Program Services$5,327ProgramServicesAmt
Management And General$5,777ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$4,916,565TotalAmt
Program Services$4,905,680ProgramServicesAmt
Fundraising$10,885FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,181,540TotalAmt
Program Services$3,962,560ProgramServicesAmt
Management And General$169,773ManagementAndGeneralAmt
Fundraising$49,207FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,325,122TotalAmt
Program Services$2,072,486ProgramServicesAmt
Management And General$918,870ManagementAndGeneralAmt
Fundraising$333,766FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$3,255,273TotalAmt
Program Services$3,131,229ProgramServicesAmt
Management And General$124,044ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$13,615,259TotalAmt
Program Services$12,992,080ProgramServicesAmt
Management And General$623,179ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,154,324TotalAmt
Program Services$214,707ProgramServicesAmt
Management And General$1,939,617ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
STUDENT HEALTHCARE INSU$1,698,325$74,428$1,623,897
BOOKS AND PERIODICALS$1,217,986$1,217,937$49
UBI TAX$74,980$74,980

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,056,476TotalAmt
Program Services$1,791,932ProgramServicesAmt
Management And General$228,461ManagementAndGeneralAmt
Fundraising$36,083FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$253,930,030TotalAmt
Program Services$230,422,326ProgramServicesAmt
Management And General$20,351,875ManagementAndGeneralAmt
Fundraising$3,155,829FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,944,895BOYAmt
EOY$1,544,304EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$6,837,078BOYAmt
EOY$20,151,559EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$19,437,714BOYAmt
EOY$22,494,562EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,394,097BOYAmt
EOY$3,105,382EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$26,950BOYAmt
EOY$20,750EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$4,382,071BOYAmt
EOY$4,073,724EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$318,998BOYAmt
EOY$297,750EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$542,574,067LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$171,876,168LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$374,841,621BOYAmt
EOY$370,697,899EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$5,934,196BOYAmt
EOY$6,496,696EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$299,690,741BOYAmt
EOY$354,870,836EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,015,380BOYAmt
EOY$2,038,400EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$718,823,741BOYAmt
EOY$785,791,862EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$13,897,227BOYAmt
EOY$10,805,633EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$10,095,650BOYAmt
EOY$5,031,021EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$72,254,998BOYAmt
EOY$94,658,100EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,098,006BOYAmt
EOY$4,724,440EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$104,345,881BOYAmt
EOY$115,219,194EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$302,476,980BOYAmt
EOY$307,463,924EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$312,000,880BOYAmt
EOY$363,108,744EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$614,477,860BOYAmt
EOY$670,572,668EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$718,823,741BOYAmt
EOY$785,791,862EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$26,913,718ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$29,181,090NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,356,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,813,059CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,857,272CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,675,649CurrentTaxYearMinus1YearAmt
Current Tax Year$47,803,759CurrentTaxYearAmt
Total$107,505,739TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,356,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,813,059CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,857,272CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,675,649CurrentTaxYearMinus1YearAmt
Current Tax Year$47,803,759CurrentTaxYearAmt
Total$107,505,739TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$20,476,229SubstantialContributorsTotAmt
Public Support Total170$87,029,510PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,586,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,615,893CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,787,116CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,736,046CurrentTaxYearMinus1YearAmt
Current Tax Year$6,264,210CurrentTaxYearAmt
Total$14,989,265TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$56,346CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$79,069CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$42,466CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$211,714CurrentTaxYearMinus1YearAmt
Current Tax Year$357,047CurrentTaxYearAmt
Total$746,642TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,058,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,444,634CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,517,351CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,824,208CurrentTaxYearMinus1YearAmt
Current Tax Year$4,000,146CurrentTaxYearAmt
Total$23,844,339TotalAmt
FieldValueIRS element (for citing)
Total Support$147,085,985TotalSupportAmt
Gross Receipts Rltd Activities$1,058,122,100GrossReceiptsRltdActivitiesAmt
Public Support CY1700.59170PublicSupportCY170Pct
Public Support PY1700.52760PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10FormAndLineReferenceDesc
ExplanationOTHER INCOME INCLUDES INCOME FROM CONFERENCE FACILITY RENTALS, BOOKSTORE LEASING, GAINS (LOSSES) FROM EXCHANGE RATES, AND LOAN COLLECTIONS.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$323,628,740BeginningYearBalanceAmt
Contributions$26,816,822ContributionsAmt
Investment Earnings Or Losses$41,787,842InvestmentEarningsOrLossesAmt
Grants Or Scholarships$8,379,209GrantsOrScholarshipsAmt
Other Expenditures$5,362,420OtherExpendituresAmt
Administrative Expenses$10,500AdministrativeExpensesAmt
End Year Balance$378,481,275EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$300,892,487BeginningYearBalanceAmt
Contributions$8,815,342ContributionsAmt
Investment Earnings Or Losses$27,590,342InvestmentEarningsOrLossesAmt
Grants Or Scholarships$7,521,928GrantsOrScholarshipsAmt
Other Expenditures$6,147,503OtherExpendituresAmt
End Year Balance$323,628,740EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$298,970,872BeginningYearBalanceAmt
Contributions$10,341,365ContributionsAmt
Investment Earnings Or Losses$3,448,608InvestmentEarningsOrLossesAmt
Grants Or Scholarships$7,454,791GrantsOrScholarshipsAmt
Other Expenditures$4,413,567OtherExpendituresAmt
End Year Balance$300,892,487EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$322,405,863BeginningYearBalanceAmt
Contributions$5,522,642ContributionsAmt
Investment Earnings Or Losses-$22,285,849InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,636,493GrantsOrScholarshipsAmt
Other Expenditures$2,035,291OtherExpendituresAmt
End Year Balance$298,970,872EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$217,583,130BeginningYearBalanceAmt
Contributions$3,016,001ContributionsAmt
Investment Earnings Or Losses$109,134,610InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,352,636GrantsOrScholarshipsAmt
Other Expenditures$2,975,242OtherExpendituresAmt
End Year Balance$322,405,863EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.13030BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.86970PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$17,971,385OtherCostOrOtherBasisAmt
Book Value$17,971,385BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$386,362,825OtherCostOrOtherBasisAmt
Depreciation$96,333,996DepreciationAmt
Book Value$290,028,829BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$77,446,535OtherCostOrOtherBasisAmt
Depreciation$53,537,344DepreciationAmt
Book Value$23,909,191BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$60,793,322OtherCostOrOtherBasisAmt
Depreciation$22,004,828DepreciationAmt
Book Value$38,788,494BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$370,697,899TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PRIVATE EQUITY INVESTMENTS$11,676F
BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS$354,668,800F
CASH SURRENDER VALUE OF LIFE INSURANCE$190,360F
FieldValueIRS element (for citing)
Total Book Value Securities$354,870,836TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
US GOVERNMENT LOAN ADVANCES$565,156
ANNUITIES PAYABLE$1,854,284
NON TAX-EXEMPT BOND LIABILITIES$2,305,000
FieldValueIRS element (for citing)
Total Liability$4,724,440TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$201,420,750TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$29,181,090NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$266,858DonatedServicesAndUseFcltsAmt
Other Revenue$10,570OtherRevenueAmt
Revenue Not Reported$29,458,518RevenueNotReportedAmt
Revenue Subtotal$171,962,232RevenueSubtotalAmt
Other Revenues Not Included$108,881,516OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$108,881,516RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$280,843,748TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$145,325,942TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$266,858DonatedServicesUseFcltsAmt
Other Expenses Included$10,570OtherExpensesIncludedAmt
Expenses Not Reported$277,428ExpensesNotReportedAmt
Expenses Subtotal$145,048,514ExpensesSubtotalAmt
Other Expenses Not Included$108,881,516OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$108,881,516ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$253,930,030TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ENDOWMENT SUPPORTS A WIDE SPECTRUM OF CAMPUS LIFE INCLUDING STUDENT SCHOLARSHIP, FACULTY DEVELOPMENT EFFORTS, THE LIBRARY, AND A VARIETY OF OTHER ACADEMIC AND STUDENT SERVICE PROGRAMS.
PART X, LINE 2:THE UNIVERSITY RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE UNIVERSITY RECOGNIZES INTEREST ACCRUED AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN ADMINISTRATIVE EXPENSE. DURING THE YEARS ENDED JUNE 30, 2025 AND 2024, THE UNIVERSITY RECOGNIZED NO INTEREST AND PENALTIES. THERE WERE NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2025 AND 2024, AND THE UNIVERSITY HAS NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL.
PART XI, LINE 2D - OTHER ADJUSTMENTS:RECONCILING TO FUNDRAISING EXPENSE
PART XI, LINE 4B - OTHER ADJUSTMENTS:ADJUSTMENT TO CONTRA-REVENUE RELATED TO SCHOLARSHIP
PART XII, LINE 2D - OTHER ADJUSTMENTS:RECONCILING TO FUNDRAISING EXPENSE
PART XII, LINE 4B - OTHER ADJUSTMENTS:ADJUSTMENT TO CONTRA-REVENUE RELATED TO SCHOLARSHIP

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3TO SUPPLEMENT ITS NONDISCRIMINATORY PRACTICES, THE UNIVERSI!Y PUBLISHES AN ADVERTISEMENT OF ITS NONDISCRIMINATORY POLICY IN THE PRIMARY REGIONAL NEWSPAPER ANNUALLY: THE POLICY IS FEATURED ON THE UNIVERSITY'S WEBSITE,AND IN PUBLIC COMMUNICATION AS DESCRIBED IN LINE 2.
SCHEDULE E, PART I, LINE 6THE UNIVERSITY PARTICIPATES IN A VARIETY OF FEDERAL AND STATE STUDENT GRANT AND PROGRAMS: PELL GRANT, ACADEMIC COMPETITIVENESS GRANT, SMART GRANTS, SUPPLEMENTAR:Y EDUCATION OPPORTUNITY GRANTS, AND OREGON OPPORTUNITY GRANTS.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESSTUDY ABROAD PROGRAMMING FOR STUDENTS$127,089
EUROPE (INCLUDING ICELAND & GREENLAND)13PROGRAM SERVICESSTUDY ABROAD PROGRAMMING FOR STUDENTS$2,127,999
NORTH AMERICA110PROGRAM SERVICESSTUDY ABROAD PROGRAMMING FOR STUDENTS$89,031
FieldValueIRS element (for citing)
Subtotal Offices2SubtotalOfficesCnt
Subtotal Employees13SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office2TotalOfficeCnt
Total Employee13TotalEmployeeCnt
Subtotal Spent$2,344,119SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$2,344,119TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1PRESIDENT'S GOLF TOURNEMENTEvent1Nm
Gross Receipts Event1$38,241GrossReceiptsEvent1Amt
Charitable Contri Event1$15,841CharitableContriEvent1Amt
Gross Revenue Event1$22,400GrossRevenueEvent1Amt
Non Cash Prizes Event1$800NonCashPrizesEvent1Amt
Rent Facility Costs Event1$9,770RentFacilityCostsEvent1Amt
Gross Receipts Total$38,241GrossReceiptsTotalAmt
Charitable Contributions Tot$15,841CharitableContributionsTotAmt
Gross Revenue Total Events$22,400GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$800NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$9,770RentFcltyCostsTotalEventsAmt
Direct Expense Summary Events$10,570DirectExpenseSummaryEventsAmt
Net Income Summary$11,830NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIPS FROM INSTITUTIONAL MATCH OF GOVERNMENT FUNDS FOR TUITION, FEES, AND ROOM & BOARD3149$99,815,569
SCHOLARSHIPS FROM ENDOWED DONATIONS FOR TUITION, FEES, AND ROOM & BOARD842$5,168,186
SCHOLARSHIPS FROM ANNUAL DONATIONS FOR TUITIONS, FEES, AND ROOM & BOARD393$1,957,651
GRANTS FOR COST OF ATTENDANCE158$936,231
SCHOLARSHIPS FROM INSTITUTIONAL MATCH OF GOVERNMENT FUNDS FOR TUITION, FEES, AND ROOM & BOARD433$377,916

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART L, LINE 2FormAndLineReferenceDesc
ExplanationSCHOLARSHIPS AND GRANTS ARE DISTRIBUTED TO STUDENTS BY POSTING THE FUNDS TO THEIR ACCOUNTS TO OFFSET CHARGES FOR TUITIONS, FEES, AND ROOM AND BOARD. ANY REMAINING CREDIT IS REFUNDED TO STUDENTS VIA CHECK OR DIRECT DEPOSIT FOR USE IN PURCHASING BOOKS, FOOD, AND/OR HOUSING: CONTRIBUTIONS TO EXEMPT ORGANIZATIONS THAT FURTHER THE UNIVERSITY'S EXEMPT PURPOSES REQUIRE APPROVAL OF A VICE PRESIDENT.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
SHANTAY LEGANS
COACH, MEN'S BASKETBALL$644,048$0$35,000$0$8,160$0$30,567$0$21,955$0$739,730$0$0$0
ROBERT D KELLY
PRESIDENT$516,750$0$0$0$7,800$0$21,642$0$28,895$0$575,087$0$0$0
DAVID MENGEL
PROVOST$294,450$0$0$0$600$0$14,723$0$22,740$0$332,513$0$0$0
ERIC BARGER
VP FOR FINANCIAL AFFAIRS$293,655$0$0$0$600$0$14,683$0$18,883$0$327,821$0$0$0
MICHAEL DEVAUGHN
DEAN, SCHOOL OF BUSINESS$294,587$0$0$0$600$0$14,729$0$16,214$0$326,130$0$0$0
NICK CARLIN-VOIGT
COACH, MEN'S SOCCER$200,000$0$66,700$0$5,580$0$20,175$0$33,382$0$325,837$0$0$0
SCOTT LEYKAM
VP FOR ATHLETICS$254,523$0$10,000$0$17,820$0$16,347$0$25,979$0$324,669$0$0$0
GREGORY NALESKI
VP FOR UNIVERSITY RELATIONS$253,575$0$0$0$600$0$19,018$0$33,903$0$307,096$0$0$0
MICHAEL MEEK
COACH, WOMEN'S BASKETBALL$245,551$0$0$0$780$0$19,278$0$33,228$0$298,837$0$0$0
BRIAN FABIEN
DEAN, SCHOOL OF ENGINEERING$263,777$0$0$0$607$0$13,189$0$15,691$0$293,264$0$0$0
MAI NHIA XIONG-CHAN
VP FOR ENROLLMENT MANAGEMENT$255,458$0$0$0$600$0$12,773$0$22,292$0$291,123$0$0$0
VALERIE BANSCHBACH
DEAN, COLLEGE OF ARTS & SCIENCES$225,630$0$0$0$600$0$11,282$0$22,281$0$259,793$0$0$0
JOANE MOCERI
DEAN SCHOOL OF NURSING$232,857$0$0$0$600$0$11,643$0$8,415$0$253,515$0$0$0
JOHN WATZKE
DEAN, SCHOOL OF EDUCATION$218,886$0$0$0$600$0$10,944$0$22,277$0$252,707$0$0$0
DANA LOPEZ
VP FOR HUMAN RESOURCES$200,245$0$0$0$600$0$10,012$0$22,393$0$233,250$0$0$0
ARJUN CHATRATH
PROFESSOR$211,254$0$0$0$0$0$10,556$0$8,151$0$229,961$0$0$0
MICHELLE FRENCH
COACH, WOMEN'S SOCCER$173,953$0$33,937$0$780$0$10,394$0$8,070$0$227,134$0$0$0
MICHAEL LEWELLEN
VP FOR MARKETING/COMMUNICATIONS$95,138$0$0$0$113,847$0$5,708$0$3,382$0$218,075$0$0$0
JOHN DONATO
VP FOR STUDENT AFFAIRS$183,179$0$0$0$0$0$9,159$0$8,154$0$200,492$0$0$0
ELISE MOENTMANN
VICE PROVOST, FORMER INTERIM PROVOST$177,000$0$0$0$600$0$8,850$0$8,107$0$194,557$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE J, PART I, LINE 1AFormAndLineReferenceDesc
ExplanationFIRST CLASS TRAVEL IS ALLOWED ONLY FOR FLIGHTS EXCEEDING EIGHT HOURS AND WITH OFFICER APPROVAL PER WRITTEN POLICY. REIMBURSEMENT FOR COMPANION TRAVEL ARE ONLY ALLOWED WITH A BONA FIDE BUSINESS PURPOSE AND APPROVAL OF AN OFFICER. UNIVERSITY RESIDENCES ON CAMPUS ARE PROVIDED TO UNIVERSITY EMPLOYEES WHO ARE REQUIRED TO BE AVAILABLE ON CAMPUS AT ALL HOURS. HOUSEKEEPING SERVICES ARE PROVIDED TO THE PRESIDENT'S HOUSE DUE TO IT BEING USED FOR FUNDRAISING AND EVENTS. SOCIAL/BUSINESS ASSOCIATION MEMBERSHIPS ARE PROVIDED IN LIMITED CIRCUMSTANCES WITH OFFICER APPROVAL WHEN REQUIRED FOR DEVELOPMENT ACTIVITIES PER WRITTEN POLICY. WHILE THE UNIVERSITY DOES NOT DIRECTLY INDEMNIFY ANY INDIVIDUAL WITH RESPECT TO TAXES, IT HAS IN SOME CIRCUMSTANCES INCREASED EMPLOYEE SALARIES IN AMOUNT THAT MAY OFFSET A PORTION OF THE EMPLOYEE'S TAXABLE BENEFIT, CONCURRENT WITH THE PROVISION OF THOSE BENEFITS.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
STATE OF OREGON-OREGON FACILITIES AUTHORITY
A93600178700068608J2015-05-20$69,645,000000
STATE OF OREGON-OREGON FACILITIES AUTHORITY
B93600178768608JA842025-06-05$93,148,835000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$75,168,482$606,991$25,051,346$49,510,14520160Yes (1)0Yes (1)
B$93,148,835$833,4932055Yes (1)000

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0000000
B0000000

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A000Yes (1)0000Yes (1)
B000Yes (1)0000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
VALERIE BANSCHBACH
KEY EMPLOYEEHOME LOAN PROGRAMYes (X)$18,000$10,92800Yes (1)
DANA LOPEZ
OFFICERHOME LOAN PROGRAMYes (X)$15,000$9,82200Yes (1)
FieldValueIRS element (for citing)
Total Balance Due$20,750TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
MICHAEL E NELSON
REGENT$286,034INDUSTRIAL AND CUSTODIAL SUPPLIES0
PATRICK E BECKER JR
REGENT$14,562ACCOUNT MANAGEMENT0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$85,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesCERTIFICATE OF AUTHENTICMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$8,295NoncashContributionsRptF990Amt
Method Of Determining RevenuesRETAIL PRICEMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution33ContributionCnt
Noncash Contributions Rpt F990$5,082,304NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)GRAND PIANO1$45,998RETAIL PRICE
Yes (X)SOCCER GOAL1$20,885RETAIL PRICE
Yes (X)E-BIKES2$7,598RETAIL PRICE
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationSCHEDULE M, PART I, LINE 32B - THE UNIVERSITY PERIODICALLY USES REALTORS OR AUCTION HOUSES TO ASSIST IN THE DISPOSAL OF GIFTED REAL PROPERTY. THE UNIVERSITY ALSO USES A LICENSED BROKER TO SELL GIFT OR MARKETABLE SECURITIES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE BYLAWS GRANT THE CONGREGATION OF THE HOLY CROSS THE RIGHT TO APPOINT UP TO NINE BOARD MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11BA DRAFT OF THE 990 THAT DOES NOT INCLUDE SCHEDULE B IS REVIEWED AND APPROVED BY THE AUDIT SUBCOMMITTEE, AND AFTER ANY RESULTING EDITS ARE MADE , THE 990 IS MADE AVAILABLE FOR REVIEW TO ALL VOTING MEMBERS OF THE BOARD OF REGENTS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY REQUIRES THAT ALL DECISIONS BY THE UNIVERSITY OF PORTLAND'S BOARD OF REGENTS AND ITS OFFICERS BE MADE IN THE BEST INTERESTS OF THE UNIVERSITY. IF A REGENT OR OFFICER HAS A PERSONAL INTEREST IN A TRANSACTION, THEY MUST FULLY DISCLOSE THE NATURE OF THAT INTEREST AND REFRAIN FROM VOTING ON THE MATTER. EACH YEAR, THEY MUST ALSO SUBMIT A STATEMENT CONFIRMING WHETHER THEY HAVE ANY CONFLICTS OR DISCLOSING THEM IF THEY DO. A CONFLICT OF INTEREST INCLUDES SITUATIONS WHERE THE INDIVIDUAL OR THEIR IMMEDIATE FAMILY HAS A PARTNERSHIP ROLE, LEADERSHIP POSITION, OR FINANCIAL STAKE IN AN ENTITY INVOLVED IN A TRANSACTION UNDER CONSIDERATION. ALL DISCLOSURES MUST BE SUBMITTED IN WRITING TO THE VICE PRESIDENT OF FINANCIAL AFFAIRS, AND ANY VIOLATIONS OR DISPUTES ARE REFERRED TO THE UNIVERSITY PRESIDENT AND THE CHAIR OF THE BOARD FOR APPROPRIATE ACTION.
FORM 990, PART VI, SECTION B, LINE 15THE SALARIES OF ALL OFFICERS AND KEY EMPLOYEES ARE REVIEWED BY THE AUDIT SUBCOMMITTEE OF THE BOARD OF REGENTS ANNUALLY. ALL SALARIES, EXCEPT THE MEN'S BASKETBALL HEAD COACH, ARE COMPARED TO COLLEGE & UNIVERSITY PERSONNEL ASSOCIATION BENCHMARKS, 990 DATA FROM COMPARABLE INSTITUTIONS, AND INTERNAL COMPENSATION HISTORY FOR THE POSITION. SALARIES FOR THE MEN'S BASKETBALL HEAD COACH AND VP FOR ATHLETICS ARE COMPARED WITH THE COUNTERPARTS SALARIES OF TEAMS IN THE WEST COAST CONFERENCE AND INTERNAL COMPENSATION HISTORY FOR THE POSITION.
FORM 990, PART VI, SECTION C, LINE 19THE UNIVERSITY'S FINANCIAL STATEMENTS ARE AVAILABLE ON HTTPS://WWW.UP.EDU/CONTROLLER/RESOURCES/INDEX.HTML. GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
NORTHWEST ACADEMIC COMPUTING CONSORTIUM INC
3203 SE WOODSTOCK BLVD SUITE 326PORTLANDOR97202841172799FOSTER ACADEMIC TECHNOLOGYOR501(C)(3)LINE 11N/A0
FRIENDS OF SATURDAY ACADEMY
5000 N WILLAMETTE BLVDPORTLANDOR97203203770321EDUCATIONOR501(C)(3)LINE 9Yes (1)UNIVERSITY OF PORTLAND

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE REMAINDER TRUST (7)BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15000 N WILLAMETTE BLVDAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97203ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesCHARITABLE TRUSTPrimaryActivitiesTxt
Legal Domicile StateORLegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Entity TypeTEntityTypeTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.