PACIFIC UNIVERSITY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PACIFIC UNIVERSITY (EIN 93-0386892)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-24
- IRS object ID
- 202421159349301717
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-24T14:32:11-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 UNION STREET SUITE 2800 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930386892 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PACI | BusinessNameControlTxt |
| Phone | 5033522819 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2043 COLLEGE WAY | AddressLine1Txt |
| City | FOREST GROVE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRANDON GATKE | PersonNm |
| Person Title | INTERIM VP FINANCE & OPERATIONS | PersonTitleTxt |
| Phone | 5033522819 | PhoneNum |
| Signature | 2024-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRANDON | PersonFirstNm |
| Person Last | GATKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLE C SWARTHOUT | PreparerPersonNm |
| PTIN | P00951911 | PTIN |
| Phone | 2069134000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRANDON GATKE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2043 COLLEGE WAY | AddressLine1Txt |
| City | FOREST GROVE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $188,302,860 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PACIFICU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1849 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | A DIVERSE SUSTAINABLE COMMUNITY DEDICATED TO DISCOVERY AND EXCELLENCE IN TEACHING, SCHOLARSHIP, AND PRACTICE, PACIFIC INSPIRES STUDENTS TO THINK, CARE, AND PURSUE JUSTICE IN OUR WORLD | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 3846 | TotalEmployeeCnt |
| Total Volunteers | 275 | TotalVolunteersCnt |
| Total Gross UBI | $269,907 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,537,520 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,549,615 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $167,127,923 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $163,638,803 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,872,946 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,253,168 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $181,538,389 | PYTotalRevenueAmt |
| CY Total Revenue | $179,441,586 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $42,689,904 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $43,653,818 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $86,321,901 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $88,043,043 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,928,876 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $46,784,037 | PYOtherExpensesAmt |
| CY Other Expenses | $42,935,434 | CYOtherExpensesAmt |
| PY Total Expenses | $175,795,842 | PYTotalExpensesAmt |
| CY Total Expenses | $174,632,295 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,742,547 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,809,291 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $329,912,152 | TotalAssetsBOYAmt |
| Total Assets EOY | $328,042,784 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $139,841,333 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $133,162,674 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $190,070,819 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $194,880,110 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | A DIVERSE AND SUSTAINABLE LEARNING COMMUNITY DEDICATED TO DISCOVERY AND EXCELLENCE IN TEACHING, SCHOLARSHIP AND PRACTICE, PACIFIC UNIVERSITY INSPIRES STUDENTS TO THINK, CARE, CREATE AND PURSUE JUSTICE IN OUR WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $31,874,992 | ExpenseAmt |
| Revenue | $145,374,761 | RevenueAmt |
| Desc | INSTRUCTION - ACADEMIC DEPARTMENTS PROVIDE EDUCATIONAL SERVICES TO ATTENDING STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $43,653,818 | ExpenseAmt |
| Grant | $43,653,818 | GrantAmt |
| Desc | GRANTS AND SCHOLARSHIPS - THE UNIVERSITY PROVIDES MONETARY SUPPORT THROUGH GRANTS, SCHOLARSHIPS, AND FINANCIAL AID TO QUALIFIED STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $32,133,198 | ExpenseAmt |
| Revenue | $13,595,830 | RevenueAmt |
| Desc | OTHER STUDENT SUPPORT SERVICES - DORM, CAFETERIA AND ACTIVITIES ARE PROVIDED TO STUDENTS TO ENHANCE THE ACADEMIC SOCIAL ENVIRONMENT AT THE UNIVERSITY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,831,344 | ExpenseAmt |
| Revenue | $4,398,097 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $18,831,344 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $4,398,097 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $126,493,352 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 445 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3846 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN RASMUSSEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5033522819 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2043 COLLEGE WAY FOREST | AddressLine1Txt |
| City | GROVE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97116 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DR LESLEY M HALLICK | |||||||
| PRESIDENT EMERITA | 40.00 | Yes (X) | Yes (X) | $595,012 | $0 | $21,949 | |
| AMELIE BRAZELTON AUST | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAMERON PERRY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS TUFFLI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHUCK QUINN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN JAMES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS R WEBERLING | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY A PACARRO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GENE ZURBRUGG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GERALD C YOSHIDA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GREG DINGES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HEIDI NIELSEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES BAKER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES L FITZGERALD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIA BRIM-EDWARDS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE BERGLUND BAKER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLI GEHRS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MANUEL CASTANEDA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK FRANDSEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK TRUAX | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTIN MOLL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW D LOWE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL E HUDSON SR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL HENNINGSEN JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY M PHILLIPS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NORMAN SCOTT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK CH CLARK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD B MILES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT O BARRETT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHERI GARBODEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM KHIEM M TRAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM SCHAUERMANN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOMMY THAYER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NOUR ABU-HALTAM | |||||||
| STUDENT TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MAJESTIK DE LUZ | |||||||
| STUDENT TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JILL DOLATA | |||||||
| FACULTY TRUSTEE | 1.00 | Yes (X) | $67,558 | $0 | $8,223 | ||
| LORELY FRENCH | |||||||
| FACULTY TRUSTEE | 1.00 | Yes (X) | $97,696 | $0 | $10,896 | ||
| ANN BARR-GILLESPIE | |||||||
| VP OF ACADEMIC AND PROVOST | 40.00 | Yes (X) | $282,067 | $0 | $31,083 | ||
| DR JENNIFER L COYLE | |||||||
| PRESIDENT | 40.00 | Yes (X) | $372,452 | $0 | $38,243 | ||
| FRASER HORN | |||||||
| DEAN, COLLEGE OF OPTOMETRY | 40.00 | $246,960 | $0 | $27,209 | Yes (X) | ||
| JAMES LANGSTRAAT | |||||||
| VP FINANCE & ADMINISTRATION | 40.00 | $256,702 | $0 | $45,389 | Yes (X) | ||
| JENNIFER ELAINE YRUEGAS | |||||||
| DEAN, COLLEGE OF BUSINESS | 40.00 | $232,350 | $0 | $27,209 | Yes (X) | ||
| MARY VON | |||||||
| VICE PROVOST & EXEC DEAN | 40.00 | $262,345 | $0 | $17,939 | Yes (X) | ||
| SARAH PHILLIPS | |||||||
| INTERIM VP ENROLLMENT MANAGMENT | 40.00 | $232,247 | $0 | $37,943 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,645,389 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $266,083 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 148 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BON APPETIT MANAGEMENT | |||||
| 201 REDWOOD SHORES PKWY STE 100 | REDWOOD CITY | CA | 94065 | FOOD SERVICE | $4,145,250 |
| WALSH CONSTRUCTION COMPANY | |||||
| 2905 SW 1ST AVE | PORTLAND | OR | 97201 | CONTRACTOR | $1,498,845 |
| MILLER NASH GRAHAM & DUNN LLP | |||||
| PO BOX 3585 | PORTLAND | OR | 97208 | LEGAL | $1,227,418 |
| LEGACY GENERAL CONTRACTING LLC | |||||
| 2406 PACIFIC AVE STE A | FOREST GROVE | OR | 97116 | CONTRACTOR | $1,024,388 |
| IN LINE COMMERCIAL CONSTRUCTION | |||||
| 18880 SW SHAW ST | ALOHA | OR | 97078 | CONTRACTOR | $628,825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,021,887 | GovernmentGrantsAmt |
| All Other Contributions | $7,527,728 | AllOtherContributionsAmt |
| Noncash Contributions | $358,712 | NoncashContributionsAmt |
| Total Contributions | $10,549,615 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES | 611600 | $146,577,751 | $146,577,751 | |
| AUXILIARY SERVICES | 532000 | $13,865,945 | $13,595,830 | $270,115 |
| CLINICAL SERVICES | 621400 | $3,195,107 | $3,195,107 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $163,638,803 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,845,030 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$208 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,845,238 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,269,412 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,859,842 | SecuritiesAmt |
| Other | $1,432 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,409,570 | SecuritiesAmt |
| Other | -$1,432 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,408,138 | TotalRevenueColumnAmt |
| Exclusion | $1,408,138 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $179,441,586 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $163,368,688 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $269,907 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,253,376 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,653,818 | TotalAmt |
| Program Services | $43,653,818 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,340,806 | TotalAmt |
| Program Services | $871,524 | ProgramServicesAmt |
| Management And General | $415,650 | ManagementAndGeneralAmt |
| Fundraising | $53,632 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,307,484 | TotalAmt |
| Program Services | $41,799,865 | ProgramServicesAmt |
| Management And General | $19,935,320 | ManagementAndGeneralAmt |
| Fundraising | $2,572,299 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,702,898 | TotalAmt |
| Program Services | $3,056,884 | ProgramServicesAmt |
| Management And General | $1,457,898 | ManagementAndGeneralAmt |
| Fundraising | $188,116 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,988,957 | TotalAmt |
| Program Services | $8,442,822 | ProgramServicesAmt |
| Management And General | $4,026,577 | ManagementAndGeneralAmt |
| Fundraising | $519,558 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,702,898 | TotalAmt |
| Program Services | $3,056,884 | ProgramServicesAmt |
| Management And General | $1,457,898 | ManagementAndGeneralAmt |
| Fundraising | $188,116 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,385,200 | TotalAmt |
| Management And General | $4,385,200 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,433 | TotalAmt |
| Management And General | $413,433 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,760 | TotalAmt |
| Management And General | $177,760 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,889 | TotalAmt |
| Management And General | $34,889 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,785,491 | TotalAmt |
| Program Services | $3,110,569 | ProgramServicesAmt |
| Management And General | $1,483,502 | ManagementAndGeneralAmt |
| Fundraising | $191,420 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,945,230 | TotalAmt |
| Program Services | $1,264,400 | ProgramServicesAmt |
| Management And General | $603,021 | ManagementAndGeneralAmt |
| Fundraising | $77,809 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,443,759 | TotalAmt |
| Program Services | $2,238,443 | ProgramServicesAmt |
| Management And General | $1,067,566 | ManagementAndGeneralAmt |
| Fundraising | $137,750 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,909,542 | TotalAmt |
| Program Services | $4,491,202 | ProgramServicesAmt |
| Management And General | $2,141,958 | ManagementAndGeneralAmt |
| Fundraising | $276,382 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,029,579 | TotalAmt |
| Program Services | $669,226 | ProgramServicesAmt |
| Management And General | $319,169 | ManagementAndGeneralAmt |
| Fundraising | $41,184 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ADMINISTRATION COSTS | $12,785,066 | $8,310,293 | $3,963,370 | $511,403 |
| CATERING MEAL SERVICE | $3,221,055 | $2,093,686 | $998,527 | $128,842 |
| INTERSCHOLASTIC ACTIVIT | $2,745,304 | $2,745,304 | ||
| EQUIPMENT | $1,059,126 | $688,432 | $328,329 | $42,365 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,632,295 | TotalAmt |
| Program Services | $126,493,352 | ProgramServicesAmt |
| Management And General | $43,210,067 | ManagementAndGeneralAmt |
| Fundraising | $4,928,876 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,495,341 | BOYAmt |
| EOY | $45,739,526 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,988 | BOYAmt |
| EOY | $106,061 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,374,202 | BOYAmt |
| EOY | $6,303,542 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,933,114 | BOYAmt |
| EOY | $5,209,417 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,026,197 | BOYAmt |
| EOY | $6,221,599 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $523,633 | BOYAmt |
| EOY | $374,289 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,232,189 | BOYAmt |
| EOY | $4,766,082 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $248,987,552 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $107,171,238 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,548,397 | BOYAmt |
| EOY | $141,816,314 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,078,287 | BOYAmt |
| EOY | $45,733,180 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,191,144 | BOYAmt |
| EOY | $15,174,375 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,334,660 | BOYAmt |
| EOY | $56,598,399 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,912,152 | BOYAmt |
| EOY | $328,042,784 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,443,534 | BOYAmt |
| EOY | $4,409,111 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,093,739 | BOYAmt |
| EOY | $9,028,172 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,386,969 | BOYAmt |
| EOY | $73,749,185 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,125,666 | BOYAmt |
| EOY | $997,811 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,791,425 | BOYAmt |
| EOY | $44,978,395 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,841,333 | BOYAmt |
| EOY | $133,162,674 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,573,779 | BOYAmt |
| EOY | $107,821,075 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,497,040 | BOYAmt |
| EOY | $87,059,035 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,070,819 | BOYAmt |
| EOY | $194,880,110 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,912,152 | BOYAmt |
| EOY | $328,042,784 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,809,291 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,795,133 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,801,115 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,165,374 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,537,520 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,549,615 | CurrentTaxYearAmt |
| Total | $54,848,757 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,795,133 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,801,115 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,165,374 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,537,520 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,549,615 | CurrentTaxYearAmt |
| Total | $54,848,757 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $54,848,757 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,004,613 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,262,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,620,445 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $336,896 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,845,030 | CurrentTaxYearAmt |
| Total | $16,069,192 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,882 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,325 | CurrentTaxYearMinus3YearsAmt |
| Total | $47,207 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $70,965,156 | TotalSupportAmt |
| Public Support CY170 | 0.77290 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77300 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING EVENTS - 2018 AMOUNT: $ 26,882. 2019 AMOUNT: $ 20,325. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,128,420 | BeginningYearBalanceAmt |
| Contributions | $1,411,373 | ContributionsAmt |
| Investment Earnings Or Losses | $3,205,537 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,280,657 | OtherExpendituresAmt |
| End Year Balance | $59,464,673 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,835,965 | BeginningYearBalanceAmt |
| Contributions | $1,187,235 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,961,359 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $773,963 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,159,458 | OtherExpendituresAmt |
| End Year Balance | $57,128,420 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,421,858 | BeginningYearBalanceAmt |
| Contributions | $1,031,605 | ContributionsAmt |
| Investment Earnings Or Losses | $11,363,652 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $968,321 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,012,829 | OtherExpendituresAmt |
| End Year Balance | $61,835,965 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,730,267 | BeginningYearBalanceAmt |
| Contributions | $1,709,195 | ContributionsAmt |
| Investment Earnings Or Losses | $892,151 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $947,993 | GrantsOrScholarshipsAmt |
| Other Expenditures | $961,762 | OtherExpendituresAmt |
| End Year Balance | $51,421,858 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,166,501 | BeginningYearBalanceAmt |
| Contributions | $2,689,385 | ContributionsAmt |
| Investment Earnings Or Losses | $1,637,650 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $844,483 | GrantsOrScholarshipsAmt |
| Other Expenditures | $918,786 | OtherExpendituresAmt |
| End Year Balance | $50,730,267 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.21890 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.49010 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.29100 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,321,595 | OtherCostOrOtherBasisAmt |
| Book Value | $7,321,595 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $197,034,987 | OtherCostOrOtherBasisAmt |
| Depreciation | $79,907,553 | DepreciationAmt |
| Book Value | $117,127,434 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,775,979 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,213,564 | DepreciationAmt |
| Book Value | $3,562,415 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,854,991 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,050,121 | DepreciationAmt |
| Book Value | $13,804,870 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $141,816,314 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS WITH THE BOND TRUSTEE | $863,807 |
| FUNDS HELD IN TRUST BY OTHERS | $25,959,423 |
| OPERATING LEASE ROU ASSETS | $29,775,169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $56,598,399 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITY | $31,859,455 |
| SALARIES PAYABLE AND COMPENSATED ABSENCES | $3,194,303 |
| REFUNDABLE DEPOSITS | $2,363,691 |
| CAPITAL LEASE OBLIGATION | $37,617 |
| ASSET RETIREMENT OBLIGATION | $754,595 |
| EMPLOYEE BENEFITS | $258,027 |
| US GOVERNMENT GRANTS REFUNDABLE | $5,106,800 |
| CITY OF FOREST GROVE 2021A SERIES TAXABLE BONDS | $1,403,907 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $44,978,395 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $135,787,768 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $135,787,768 | RevenueSubtotalAmt |
| Other Revenues Not Included | $43,653,818 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $43,653,818 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $179,441,586 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $130,978,477 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $130,978,477 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $43,653,818 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $43,653,818 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $174,632,295 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE USED TO HELP THE UNIVERSITY PLAN BEYOND THE CURRENT YEAR. THE FUND GROWS EACH YEAR THROUGH ADDITIONAL GIFTS AND SUCCESSFUL INVESTING. THE ENDOWMENT PRIMARILY PROVIDES FUNDING FOR SCHOLARSHIPS, PROFESSORSHIPS AND OTHER SCHOOL PROGRAMS EACH YEAR. |
| PART X, LINE 2: | THE INTERNAL REVENUE SERVICE HAS RECOGNIZED THE UNIVERSITY AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (IRC) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE IRC EXCEPT TO THE EXTENT OF UNRELATED BUSINESS INCOME UNDER SECTIONS 511 THROUGH 515. MANAGEMENT BELIEVES THAT UNRELATED BUSINESS INCOME TAX, IF ANY, IS IMMATERIAL, AND THEREFORE, NO TAX PROVISION HAS BEEN MADE. THE UNIVERSITY ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH FASB ASC SUBTOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES - AN INTERPRETATION OF FASB STATEMENT 109, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF MORE LIKELY THAN NOT FOR RECOGNITION OF TAX BENEFITS OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FASB ASC 740-10 ALSO PROVIDES RELATED GUIDANCE ON MEASUREMENT, DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURE. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 43,653,818. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 43,653,818. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | 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. |
| SCHEDULE E, PART I, LINE 6 | PACIFIC UNIVERSITY RECEIVES FINANCIAL AID OR ASSISTANCE FROM GOVERNMENTAL AGENCIES, INCLUDING US GOVERNMENT GRANTS, LOANS AND OTHER GOVERNMENT GRANTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| ACADEMIC AWARDS/SCHOLARSHIPS | 1675 | $42,066,430 | $0 |
| ENDOWED SCHOLARSHIPS | 305 | $591,336 | $0 |
| RESTRICTED NAMED SCHOLARSHIPS | 202 | $589,700 | $0 |
| TUALATIN ACADEMIC WAIVERS | 30 | $406,352 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PACIFIC UNIVERSITY AWARDS FEDERAL AND STATE AID ONLY TO U.S. 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 POSSESS A VARIETY OF DOCUMENTS WHICH DEMONSTRATE THAT STATUS, INCLUDING I-551S 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 U.S. SOLELY OR PRIMARILY TO PURSUE POSTSECONDARY EDUCATION. STAFF IN THE FINANCIAL AID AND BUSINESS OFFICE MONITOR AWARDING AND DISBURSEMENT ACTIVITY OF AWARDS AND LOANS ON A MONTHLY BASIS AT MINIMUM. ANY DIFFERENCES OR ANOMALIES ARE INVESTIGATED IMMEDIATELY AND CORRECTED, IF NEEDED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR LESLEY M HALLICK | ||||||||||||||
| PRESIDENT EMERITA | $566,932 | $0 | $0 | $0 | $28,080 | $0 | $20,500 | $0 | $1,449 | $0 | $616,961 | $0 | $0 | $0 |
| DR JENNIFER L COYLE | ||||||||||||||
| PRESIDENT | $345,452 | $0 | $0 | $0 | $27,000 | $0 | $20,500 | $0 | $17,743 | $0 | $410,695 | $0 | $0 | $0 |
| ANN BARR-GILLESPIE | ||||||||||||||
| VP OF ACADEMIC AND PROVOST | $282,067 | $0 | $0 | $0 | $0 | $0 | $20,500 | $0 | $10,583 | $0 | $313,150 | $0 | $0 | $0 |
| JAMES LANGSTRAAT | ||||||||||||||
| VP FINANCE & ADMINISTRATION | $256,702 | $0 | $0 | $0 | $0 | $0 | $20,500 | $0 | $24,889 | $0 | $302,091 | $0 | $0 | $0 |
| MARY VON | ||||||||||||||
| VICE PROVOST & EXEC DEAN | $262,345 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $17,939 | $0 | $280,284 | $0 | $0 | $0 |
| FRASER HORN | ||||||||||||||
| DEAN, COLLEGE OF OPTOMETRY | $246,960 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $27,209 | $0 | $274,169 | $0 | $0 | $0 |
| SARAH PHILLIPS | ||||||||||||||
| INTERIM VP ENROLLMENT MANAGMENT | $232,247 | $0 | $0 | $0 | $0 | $0 | $20,500 | $0 | $17,443 | $0 | $270,190 | $0 | $0 | $0 |
| JENNIFER ELAINE YRUEGAS | ||||||||||||||
| DEAN, COLLEGE OF BUSINESS | $232,350 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $27,209 | $0 | $259,559 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY PROVIDES HOUSING ALLOWANCE AND AUTOMOBILE ALLOWANCE TO THE UNIVERSITY PRESIDENT. THE AMOUNT IS TAXED AND IS INCLUDED IN THE PRESIDENT'S FORM W-2. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CITY OF FOREST GROVE OREGON | ||||||||
| A | 936002164 | 345648DR7 | 2015-04-22 | $38,515,031 | SEE SUPPLEMENTAL INFORMATION | 0 | 0 | 0 |
| CITY OF FOREST GROVE OREGON | ||||||||
| B | 936002164 | 2016-10-19 | $17,800,000 | SEE SUPPLEMENTAL INFORMATION | 0 | 0 | 0 | |
| CITY OF FOREST GROVE OREGON | ||||||||
| C | 936002164 | 345648EJ4 | 2022-02-01 | $33,115,611 | SEE SUPPLEMENTAL INFORMATION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $8,810,000 | $38,515,031 | $463,921 | $38,051,110 | 2015 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $4,736,871 | $17,800,000 | $185,398 | $17,614,602 | 2016 | Yes (1) | 0 | Yes (1) | Yes (1) |
| C | $33,115,611 | $505,358 | $32,610,253 | 2022 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $42,528 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | GIFTS IN KIND | Desc |
| Contribution | 164 | ContributionCnt |
| Noncash Contributions Rpt F990 | $316,184 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTIONS REPORTED IN PART I IS THE TOTAL NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE FORM 990 FOR FISCAL YEAR 2022-2023 WILL BE SENT TO EACH MEMBER OF THE BOARD BEFORE FILING. THE COMMITTEE HAS DELEGATED THE AUDIT 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 THE AUDIT COMMITTEE. AFTER REVIEW AND PRIOR TO FILING, A COPY OF THE RETURN WILL BE PROVIDED TO EACH BOARD MEMBER, PREFERABLY BY EMAIL TRANSMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES CONFLICT OF INTEREST POLICY IS INCLUDED AS ARTICLE 6, SECTION 5 OF THE BYLAWS WHICH GOVERN THE ACTIONS OF THE BOARD OF TRUSTEES OF PACIFIC UNIVERSITY. A)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. THE PRESIDENT AND CHAIRMAN OF THE BOARD FOLLOW-UP WITH THE BOARD MEMBERS REGARDING COMPLETING THE DISCLOSURE STATEMENT. THE OFFICE OF THE PRESIDENT MONITORS RECEIPT OF THE SIGNED STATEMENT TO ENSURE ALL BOARD MEMBERS COMPLETE THE DISCLOSURE. ALL RESPONSES ARE REVIEWED BY THE PRESIDENT. IF A MEMBER DISCLOSES A CONFLICT OF INTEREST, A COPY IS SENT TO THE VP OF FINANCE. ADDITIONALLY, UPON DISCOVERY OF A POSSIBLE CONFLICT OF INTEREST OR AT ANY OTHER TIME REQUESTED BY THE COMMITTEE OF TRUSTEES, TRUSTEES WILL 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, INCLUDING OFFICERS, REQUIRES EMPLOYEES TO DISCLOSE ALL CONFLICTS OF INTEREST WITH 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. WWW.PACIFICU.EDU/HR/POLICIES/INDEX.CFM 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 IS 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 NO LATER THAN SEPTEMBER 15 ANNUALLY TO A DEPARTMENT CHAIR OR DIRECTOR AND TO THE COLLEGE DEAN BY FACULTY MEMBERS WITH APPOINTMENTS OF 0.5 FTE OR GREATER. |
| 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 WILL BE AUTHORIZED BY THE BOARD TO REVIEW COMPENSATION DATA AND OTHER EMPLOYMENT INFORMATION APPROPRIATE FOR THE POSITION OF THE PRESIDENT. IN 2023-2024, THE UNIVERSITY CONTRACTED WITH AN OUTSIDE FIRM TO CONDUCT A BENCHMARKING STUDY IN ORDER TO OBTAIN COMPETITIVE AND RELEVANT COMPENSATION DATA. THIS BENCHMARKING STUDY INCLUDED RELEVANT INFORMATION ABOUT PACIFIC UNIVERSITY AND THE RESPONSIBILITIES AND ROLES OF THE PRESIDENT AND VICE PRESIDENTS, INCLUDING VP UNIVERSITY ADVANCEMENT, VP STUDENT LIFE, CFO-VP FINANCE & ADMINISTRATION, AND PROVOST-VP ACADEMIC AFFAIRS. SUCH INFORMATION INCLUDED A JOB DESCRIPTION FOR EACH 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 AND VICE PRESIDENTS THAT INCLUDED 11 PEER INSTITUTIONS. THE SURVEY INCLUDED REQUESTS OF INFORMATION ON BASE COMPENSATION, BONUSES, DEFERRED COMPENSATION, AND RETIREMENT PROGRAMS AND INCLUDED VARIOUS PREREQUISITES. 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. BENCHMARKING STUDIES ARE USED BY MEMBERS OF THE BOARD OF TRUSTEE ("BOARD") WHEN REVIEWING COMPENSATION FOR THE PRESIDENT OR IN SELECTING A NEW PRESIDENT. THIS BENCHMARKING STUDY CONDUCTED IN 2013-2014 WAS SHARED WITH THE CHAIR OF THE BOARD OF TRUSTEES AND OTHER MEMBERS OF THE BOARD COMPENSATION COMMITTEE. THE BOARD HAS RESPONSIBILITY TO APPOINT THE PRESIDENT AND SET APPROPRIATE CONDITIONS OF EMPLOYMENT, INCLUDING COMPENSATION. WHEN THE BOARD SELECTS A NEW PRESIDENT, A VOTE PROCESS FOR APPROVAL IS CONDUCTED THROUGH A SPECIAL MEETING OF THE BOARD. AT THAT MEETING EACH MEMBER OF THE BOARD WHO IS PRESENT MUST CALL OUT THEIR VOTE AND THEIR VOTE IS RECORDED IN THE MINUTES. THEN AT THE NEXT REGULAR BOARD OF TRUSTEES MEETING A MOTION IS MADE THAT MUST BE PASSED APPOINTING THE NEXT PRESIDENT. THIS IS ALL FULLY DOCUMENTED IN THE MINUTES OF THE MEETING. DETERMINING COMPENSATION FOR KEY AND OTHER EMPLOYEES SUCH AS THE UNIVERSITY'S VICE PRESIDENTS AND DEANS ARE DONE BY COMPARING COMPENSATION TO MEDIANS OF NATIONAL DATA FOR INSTITUTIONS IN OUR QUARTILE FOR ENROLLMENT AND OUR QUARTILE FOR BUDGET, OR MEDIAN OF THEIR COUNTERPARTS FOR THE PROFESSIONAL SCHOOLS. THEIR SALARIES ARE THEN SET AT OR NEAR THE MEDIAN OF THE RELEVANT COMPARABLE SALARY DATA SET, USING THE SAME METHODOLOGY THAT IS ALSO APPLIED TO ALL FACULTY SALARIES. |
| 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: WWW.PACIFICU.EDU/HR/POLICIES/INDEX.CFM THE UNIVERSITY HANDBOOK IS FOUND ONLINE AT: WWW.PACIFICU.EDU/HR/POLICIES/INDEX.CFM FINANCIAL STATEMENTS ARE AVAILABLE ON THE INSTITUTION'S BUSINESS OFFICE WEBSITE AT: WWW.PACIFICU.EDU/OFFICES/BO/STAFFFACULTY/INDEX.CFM ALL OF THE DOCUMENTS ABOVE ARE ALSO AVAILABLE BY REQUEST. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Share Of Total IncomeShareOfTotalIncomeAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER ANNUITY TRUST | |||||||||||
| 2043 COLLEGE WAY | FOREST GROVE | OR | 97116 | 931305429 | CHARITABLE REMAINDER ANNUITY TRUST | OR | N/A | T | 0.60000 | Yes (1) | |
| CHARITABLE REMAINDER UNITRUST | |||||||||||
| 2043 COLLEGE WAY | FOREST GROVE | OR | 97116 | 826105750 | CHARITABLE REMAINDER UNITRUST | OR | N/A | T | 1.00000 | Yes (1) | $7,342 |
| CHARITABLE REMAINDER UNITRUST | |||||||||||
| 2043 COLLEGE WAY | FOREST GROVE | OR | 97116 | 866341685 | CHARITABLE REMAINDER UNITRUST | OR | N/A | T | 1.00000 | Yes (1) | $8,438 |
| CHARITABLE REMAINDER UNITRUST | |||||||||||
| 2043 COLLEGE WAY | FOREST GROVE | OR | 97116 | 931305430 | CHARITABLE REMAINDER UNITRUST | OR | N/A | T | 1.00000 | Yes (1) | |
| CHARITABLE REMAINDER UNITRUST | |||||||||||
| 2043 COLLEGE WAY | FOREST GROVE | OR | 97116 | 826105812 | CHARITABLE REMAINDER UNITRUST | OR | N/A | T | 1.00000 | Yes (1) | |
| CHARITABLE REMAINDER UNITRUST | |||||||||||
| 2043 COLLEGE WAY | FOREST GROVE | OR | 97116 | 510533108 | CHARITABLE REMAINDER UNITRUST | OR | N/A | T | 1.00000 | Yes (1) | $38,343 |
| CHARITABLE REMAINDER UNITRUST | |||||||||||
| 2043 COLLEGE WAY | FOREST GROVE | OR | 97116 | CHARITABLE REMAINDER UNITRUST | OR | N/A | T | 0.75000 | Yes (1) | $110,450 | |
| CHARITABLE REMAINDER UNITRUST | |||||||||||
| 2043 COLLEGE WAY | FOREST GROVE | OR | 97116 | 931239969 | CHARITABLE REMAINDER UNITRUST | OR | N/A | T | 1.00000 | Yes (1) | |
| CHARITABLE TRUST | |||||||||||
| 2043 COLLEGE WAY | FOREST GROVE | OR | 97116 | CHARITABLE TRUST | OR | N/A | T | 1.00000 | Yes (1) | $36,450 | |
| CHARITABLE PRIVATE FOUNDATION | |||||||||||
| 2043 COLLEGE WAY | FOREST GROVE | OR | 97116 | CHARITABLE PRIVATE FOUNDATION | OR | N/A | T | 1.00000 | Yes (1) | $7,750 | |
| CHARITABLE PRIVATE FOUNDATION | |||||||||||
| 2043 COLLEGE WAY | FOREST GROVE | OR | 97116 | CHARITABLE PRIVATE FOUNDATION | OR | N/A | T | 1.00000 | Yes (1) | $278,672 | |
| REVOCABLE LIVING TRUST | |||||||||||
| 2043 COLLEGE WAY | FOREST GROVE | OR | 97116 | REVOCABLE LIVING TRUST | OR | N/A | T | 1.00000 | Yes (1) | $305,609 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CHARITABLE REMAINDER UNITRUST | ||
| A | $7,342 | CASH RECEIVED |
| CHARITABLE REMAINDER UNITRUST | ||
| A | $8,438 | CASH RECEIVED |
| CHARITABLE REMAINDER UNITRUST | ||
| A | $38,343 | CASH RECEIVED |
| CHARITABLE REMAINDER UNITRUST | ||
| A | $110,450 | CASH RECEIVED |
| CHARITABLE TRUST | ||
| A | $36,450 | CASH RECEIVED |
| CHARITABLE PRIVATE FOUNDATION | ||
| A | $7,750 | CASH RECEIVED |
| CHARITABLE PRIVATE FOUNDATION | ||
| A | $278,672 | CASH RECEIVED |
| REVOCABLE LIVING TRUST | ||
| A | $305,609 | CASH RECEIVED |