MULTNOMAH UNIVERSITY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MULTNOMAH UNIVERSITY (EIN 93-0398802)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-29
- IRS object ID
- 202431209349300638
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-29T14:42:58-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY STE 1400 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | 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 | 930398802 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MULTNOMAH UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MULT | BusinessNameControlTxt |
| Phone | 5032550332 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8435 NE GLISAN ST | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97220 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSICA TAYLOR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5032550332 | PhoneNum |
| Signature | 2024-04-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JESSICA | PersonFirstNm |
| Person Last | TAYLOR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | PhoneNum |
| Preparation | 2024-04-18 | PreparationDt |
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 | JESSICA TAYLOR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8435 NE GLISAN ST | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,503,837 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MULTNOMAH.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1937 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | IT IS THE MISSION OF MULTNOMAH UNIVERSITY TO EQUIP CHRISTIAN STUDENTS THROUGH HIGHER EDUCATION TO BECOME BIBLICALLY COMPETENT, ACADEMICALLY PROFICIENT, SPIRITUALLY FORMED, AND CULTURALLY ENGAGED SERVANT LEADERS, SHAPED TO BE A TRANSFORMING FORCE IN THE CHURCH, COMMUNITY AND WORLD. THE UNIVERSITY PROVIDES STUDENTS ALL SERVICES NECESSARY FOR A COLLEGE EDUCATION AND ASSISTS, WHERE POSSIBLE, THOSE STUDENTS IN FINANCIAL NEED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 440 | TotalEmployeeCnt |
| Total Volunteers | 29 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,093,352 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,051,006 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,251,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,631,084 | CYProgramServiceRevenueAmt |
| PY Investment Income | $215,210 | PYInvestmentIncomeAmt |
| CY Investment Income | $65,584 | CYInvestmentIncomeAmt |
| PY Other Revenue | $320,761 | PYOtherRevenueAmt |
| CY Other Revenue | $326,425 | CYOtherRevenueAmt |
| PY Total Revenue | $17,880,323 | PYTotalRevenueAmt |
| CY Total Revenue | $14,074,099 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,862,971 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,910,560 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,478,447 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,355,141 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $296,690 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,543,563 | PYOtherExpensesAmt |
| CY Other Expenses | $6,390,356 | CYOtherExpensesAmt |
| PY Total Expenses | $18,884,981 | PYTotalExpensesAmt |
| CY Total Expenses | $19,656,057 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,004,658 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,581,958 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $29,044,106 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,298,921 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,420,292 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,966,732 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,623,814 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,332,189 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | IT IS THE MISISON OF MULTNOMAH UNIVERSITY TO EQUIP CHRISTIAN STUDENTS THROUGH HIGHER EDUCATION TO BECOME BIBLICALLY COMPETENT, ACADEMICALLY PROFICIENT, SPIRITUALLY FORMED, AND CULTURALLY ENGAGED SERVANT LEADERS, SHAPED TO BE A TRANSFORMING FORCE IN THE CHURCH, COMMUNITY AND WORLD. THE UNIVERSITY PROVIDES STUDENTS ALL SERVICES NECESSARY FOR A COLLEGE EDUCATION AND ASSISTS, WHERE POSSIBLE, THOSE STUDENTS IN FINANCIAL NEED. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,695,379 | ExpenseAmt |
| Grant | $5,910,560 | GrantAmt |
| Revenue | $11,254,702 | RevenueAmt |
| Desc | DURING THE CURRENT FISCAL YEAR THE COLLEGE PROVIDED EDUCATIONAL PROGRAMS FOR APPROXIMATELY 89 SEMINARY AND 402 UNDERGRADUATE & MASTERS STUDENTS (TOTAL 515 STUDENTS). | Desc |
| Total Program Service Expenses | $14,695,379 | 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 | Yes (1) | 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 | 0 | TaxExemptBondsInd |
| 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 55 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 440 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTY FITZGERALD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5032515346 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8435 NE GLISAN ST | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97220 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| TED ALLEN | ||||||
| EXECUTIVE VP (THRU 01/23) | 50.00 | Yes (X) | $144,027 | $0 | $3,468 | |
| ERIC JOSEPH | ||||||
| PRESIDENT & CEO (THRU 12/22) | 50.00 | Yes (X) | $148,135 | $0 | $5,344 | |
| ALIN VRANCILA | ||||||
| VP OF ACADEMICS | 50.00 | Yes (X) | $120,521 | $0 | $5,795 | |
| ROBERT LARSON | ||||||
| VP OF ADVANCEMENT (THRU 06/23) | 50.00 | Yes (X) | $114,455 | $0 | $4,624 | |
| JESSICA TAYLOR | ||||||
| INTERIM PRESIDENT | 50.00 | Yes (X) | $112,575 | $0 | $1,124 | |
| JOE SLAVENS | ||||||
| VP OF STUDENT LIFE | 50.00 | Yes (X) | $105,148 | $0 | $7,898 | |
| JAY MOSSER | ||||||
| CHAIRMAN | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOYCE SCHROEDER | ||||||
| VICE CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRENT MESQUIT | ||||||
| SECRETARY | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| VICTOR ALVARIZARES | ||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | |
| CLIFF CHAPPELL | ||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | |
| PAUL COLLIGAN | ||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | |
| AUSTIN HODGES | ||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | |
| CHARLES LANDERS | ||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | |
| ADRIENNE LIVINGSTON | ||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | |
| NATHAN NYMEYER | ||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | |
| CLIFFORD COOK | ||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | |
| BEN OCHS | ||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | |
| JONATHAN ORTIZ-MYERS | ||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | |
| CHANDLER WILSON | ||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $744,861 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $28,253 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PIONEER COLLEGE CATERERS | |||||
| 25055 W VALLEY PKWY STE 120 | OLATHE | KS | 66061 | FOOD SERVICE | $681,167 |
| LIGHTWORKS ELECTRIC COMPANY | |||||
| 20915 SW 105TH AVENUE | TUALATIN | OR | 97062 | ELECTRICAL & CONSTRUCTION | $215,899 |
| JANI-KING OF PORTLAND - PROFECTUS INC | |||||
| 11851 NE GLENNWIDING DRIVE B | PORTLAND | OR | 97220 | JANITORIAL | $138,830 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,051,006 | AllOtherContributionsAmt |
| Noncash Contributions | $16,581 | NoncashContributionsAmt |
| Total Contributions | $1,051,006 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| TUITION | 611600 | $10,928,277 | $10,928,277 | |
| ROOM & BOARD | 721310 | $1,702,807 | $1,702,807 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,631,084 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,320 | TotalRevenueColumnAmt |
| Exclusion | $71,320 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,419,702 | SecuritiesAmt |
| Other | $4,300 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,429,738 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$10,036 | SecuritiesAmt |
| Other | $4,300 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,736 | TotalRevenueColumnAmt |
| Exclusion | -$5,736 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | 611600 | $250,669 | $250,669 |
| CAFE/GEAR STORE | 611600 | $75,756 | $75,756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $326,425 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,074,099 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,254,702 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,768,391 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,910,560 | TotalAmt |
| Program Services | $5,910,560 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $850,640 | TotalAmt |
| Program Services | $260,120 | ProgramServicesAmt |
| Management And General | $456,860 | ManagementAndGeneralAmt |
| Fundraising | $133,660 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,384,325 | TotalAmt |
| Program Services | $3,536,009 | ProgramServicesAmt |
| Management And General | $1,776,368 | ManagementAndGeneralAmt |
| Fundraising | $71,948 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,588 | TotalAmt |
| Program Services | $40,231 | ProgramServicesAmt |
| Management And General | $25,536 | ManagementAndGeneralAmt |
| Fundraising | $4,821 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,361 | TotalAmt |
| Program Services | $201,709 | ProgramServicesAmt |
| Management And General | $128,031 | ManagementAndGeneralAmt |
| Fundraising | $16,621 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $703,227 | TotalAmt |
| Program Services | $420,821 | ProgramServicesAmt |
| Management And General | $267,109 | ManagementAndGeneralAmt |
| Fundraising | $15,297 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,491 | TotalAmt |
| Management And General | $250,491 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,066 | TotalAmt |
| Management And General | $53,066 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,907 | TotalAmt |
| Management And General | $119,907 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,452 | TotalAmt |
| Management And General | $33,452 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,125,700 | TotalAmt |
| Program Services | $743,018 | ProgramServicesAmt |
| Management And General | $382,682 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $462,576 | TotalAmt |
| Program Services | $271,975 | ProgramServicesAmt |
| Management And General | $169,255 | ManagementAndGeneralAmt |
| Fundraising | $21,346 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $681,437 | TotalAmt |
| Program Services | $665,670 | ProgramServicesAmt |
| Management And General | $13,478 | ManagementAndGeneralAmt |
| Fundraising | $2,289 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,323 | TotalAmt |
| Program Services | $32,119 | ProgramServicesAmt |
| Management And General | $352,749 | ManagementAndGeneralAmt |
| Fundraising | $7,455 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $908,006 | TotalAmt |
| Program Services | $816,223 | ProgramServicesAmt |
| Management And General | $91,783 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,047 | TotalAmt |
| Program Services | $447,083 | ProgramServicesAmt |
| Management And General | $32,889 | ManagementAndGeneralAmt |
| Fundraising | $11,075 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,189 | TotalAmt |
| Program Services | $18,689 | ProgramServicesAmt |
| Management And General | $42,500 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $895,014 | TotalAmt |
| Program Services | $895,014 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LICENSE & FEES | $566,538 | $308,485 | $246,789 | $11,264 |
| LEASE | $169,148 | $169,148 | ||
| FOOD SERVICES & MERCHAN | $54,615 | $35,068 | $19,547 | |
| BAD DEBT | $32,348 | $32,348 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,499 | TotalAmt |
| Program Services | $92,585 | ProgramServicesAmt |
| Fundraising | $914 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,656,057 | TotalAmt |
| Program Services | $14,695,379 | ProgramServicesAmt |
| Management And General | $4,663,988 | ManagementAndGeneralAmt |
| Fundraising | $296,690 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,081,885 | BOYAmt |
| EOY | $85,018 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $990,383 | BOYAmt |
| EOY | $247,032 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,529 | BOYAmt |
| EOY | $123,283 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,642 | BOYAmt |
| EOY | $2,825,627 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,302 | BOYAmt |
| EOY | $33,996 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,312 | BOYAmt |
| EOY | $89,408 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $35,088,725 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,264,248 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,012,194 | BOYAmt |
| EOY | $12,824,477 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,110,758 | BOYAmt |
| EOY | $5,324,767 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,655,101 | BOYAmt |
| EOY | $5,745,313 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,044,106 | BOYAmt |
| EOY | $27,298,921 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $798,667 | BOYAmt |
| EOY | $1,170,171 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,093 | BOYAmt |
| EOY | $275,254 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,200,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,414,532 | BOYAmt |
| EOY | $3,321,307 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,420,292 | BOYAmt |
| EOY | $7,966,732 | 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 | $8,718,000 | BOYAmt |
| EOY | $5,407,116 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,905,814 | BOYAmt |
| EOY | $13,925,073 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,623,814 | BOYAmt |
| EOY | $19,332,189 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,044,106 | BOYAmt |
| EOY | $27,298,921 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$5,581,958 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $480,379 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $295 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$190,341 | OtherChangesInNetAssetsAmt |
| 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 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $22,286 | BeginningBalanceAmt |
| Additions During Year | $157,433 | AdditionsDuringYearAmt |
| Distributions During Year | $151,801 | DistributionsDuringYearAmt |
| Ending Balance | $27,918 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,805,608 | BeginningYearBalanceAmt |
| Contributions | $6,650 | ContributionsAmt |
| Investment Earnings Or Losses | $425,788 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $199,702 | GrantsOrScholarshipsAmt |
| End Year Balance | $8,038,344 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,670,555 | BeginningYearBalanceAmt |
| Contributions | $31,700 | ContributionsAmt |
| Investment Earnings Or Losses | -$678,577 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $218,070 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,805,608 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,882,218 | BeginningYearBalanceAmt |
| Contributions | $6,590 | ContributionsAmt |
| Investment Earnings Or Losses | $953,271 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $171,524 | GrantsOrScholarshipsAmt |
| End Year Balance | $8,670,555 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,849,982 | BeginningYearBalanceAmt |
| Contributions | $33,850 | ContributionsAmt |
| Investment Earnings Or Losses | $89,990 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $91,604 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,882,218 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,328,725 | BeginningYearBalanceAmt |
| Contributions | $448,128 | ContributionsAmt |
| Investment Earnings Or Losses | $230,158 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $157,029 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,849,982 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.08000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.92000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | 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 | $996,662 | OtherCostOrOtherBasisAmt |
| Book Value | $996,662 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,053,267 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,977,537 | DepreciationAmt |
| Book Value | $9,075,730 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,537,202 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,111 | DepreciationAmt |
| Book Value | $1,486,091 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,185,213 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,483,061 | DepreciationAmt |
| Book Value | $702,152 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,316,381 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,752,539 | DepreciationAmt |
| Book Value | $563,842 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,824,477 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ASSETS HELD IN CRT | $3,973,771 |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $1,771,542 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,745,313 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITY UNDER SPLIT-INTEREST AGREEMENTS | $2,143,317 |
| ACTUARIAL LIABILITY FOR ANNUITIES | $707,954 |
| CAPITAL LEASES PAYABLE | $317,904 |
| DEPOSITS | $152,132 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,321,307 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,160,090 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $480,379 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,549,624 | OtherRevenueAmt |
| Revenue Not Reported | $2,030,003 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,130,087 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $33,452 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $5,910,560 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $5,944,012 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,074,099 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,452,010 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,739,965 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,739,965 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,712,045 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $33,452 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $5,910,560 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,944,012 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,656,057 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 1B: | STUDENT GOVERNMENT FUNDS HELD IN AGENCY ARRANGEMENT. WE ASSIST OUR STUDENT GOVERNMENT ASSOCIATION BY PROVIDING A/P & A/R FUNCTIONS, AT THEIR DIRECTION. |
| PART V, LINE 4: | TO PROVIDE SCHOLARSHIPS PER DONOR INSTRUCTIONS. |
| PART X, LINE 2: | THE UNIVERSITY IS A TAX-EXEMPT ORGANIZATION AND IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES, EXCEPT FOR UNRELATED BUSINESS INCOME, IN ACCORDANCE WITH SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE UNIVERSITY QUALIFIED FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. UNRELATED BUSINESS INCOME TAX, IF ANY, IS INSIGNIFICANT AND NO TAX PROVISION HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE UNIVERSITY 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 THE 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 SETTLEMENTS. THE UNIVERSITY RECOGNIZES INTEREST ACCRUED AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AS AN ADMINISTRATIVE EXPENSE. DURING THE YEARS ENDED JUNE 30, 2023 AND 2022, THE UNIVERSITY RECOGNIZED NO INTEREST AND PENALTIES. THE UNIVERSITY HAD NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2023 AND 2022. THE UNIVERSITY FILES AN EXEMPT ORGANIZATION INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | PRESENT VALUE ADJUSTMENT ANNUITIES 68,154. PRESENT VALUE ADJUSTMENT SPLIT-INTEREST AGREEMENTS -258,495. EMPLOYEE RETENTION CREDIT 1,739,965. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | STUDENT SCHOLARSHIPS 5,910,560. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EMPLOYEE RETENTION CREDIT 1,739,965. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | STUDENT SCHOLARSHIPS 5,910,560. |
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 | THE ORGANIZATION HAS THEIR NONDISCRIMINATION POLICY AVAILABLE ON THEIR WEBSITE. |
| SCHEDULE E, PART I, LINE 6 | THE ORGANIZATION RECEIVES FINANCIAL AID FOR QUALIFYING STUDENTS ENROLLED AT THE UNIVERSITY. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| ENDOWMENT SCHOLARSHIPS | 166 | $281,999 |
| MULTNOMAH INSTITUTIONAL AID | 425 | $5,628,561 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV - ADDITIONAL SUPPLEMENTAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | ALL GRANT FUNDS RECEIVED BY THE UNIVERSITY ARE OVERSEEN BY OUR FINANCIAL AID DEPARTMENT. THE DIRECTOR OF FINANCIAL AID WORKS CLOSELY WITH THE DEPT OF EDUCATION AND OUR STUDENT ACCOUNTS DEPARTMENT TO ENSURE PROPER MANAGEMENT OF THE STUDENTS' FUNDS. AS FUNDS ARE APPROVED AND RELEASED, DISBURSEMENT REPORTS ARE GIVEN TO OUR STUDENT ACCOUNTS DEPARTMENT AND FUNDS ARE ELECTRONICALLY UPLOADED TO THE INDIVIDUAL STUDENT TUITION ACCOUNTS AND VERIFIED FOR ACCURACY. ALL FUNDS ARE UPLOADED WITHIN THE PRESCRIBED WINDOW OF THREE BUSINESS DAYS AND ALL FUNDS ARE AVAILABLE TO THE STUDENT WITH 14 DAYS OF DISBURSEMENT TO THEIR ACCOUNT. | 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 |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC JOSEPH | PersonNm |
| Title | PRESIDENT & CEO (THRU 12/22) | TitleTxt |
| Base Compensation Filing Org | $139,935 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $8,200 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $5,344 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $153,479 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | CLERGY HOUSING ALLOWANCES ARE SUBMITTED TO THE BOARD BY QUALIFYING FACULTY/STAFF WHO ARE ORDAINED MINISTERS. THE PRESIDENT OF MULTNOMAH UNIVERSITY IS ORDAINED, AND SUBMITS AN ANNUAL REQUEST TO THE BOARD TO DESIGNATE A PORTION OF HIS RESPECTIVE COMPENSATION AS A CLERGY HOUSING ALLOWANCE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 99O IS SUBMITTED TO THE FINANCE COMMITTEE OF THE BOARD FOR DISCUSSION, REVIEW, AND APPROVAL PRIOR TO FILING. IN ADDITION, A COPY OF FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL DIRECTORS, TRUSTEES, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A QUESTIONNAIRE, THEN SIGN AN ANNUAL FORM STATING THAT THEY HAVE REVIEWED THE CONFLICT OF INTEREST POLICY AND HAVE DISCLOSED ANY CONFLICT THEY MAY HAVE. THESE FORMS ARE REVIEWED FOR ACCURACY AND COMPLETION, AND ARE RETAINED BY THE NOMINATING AND MEMBERSHIP COMMITTEE OF THE BOARD. IN THE CASE OF A CONFLICT, THE CONFLICTED PERSON IS EXCUSED FROM THE DISCUSSION AND VOTING PROCESS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE CEO IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD, WITH CURRENT CUPA RANGES UTILIZED FOR COMPARABILITY DATA. THE LAST REVIEW WAS COMPLETED IN MAY 2022. COMPENSATION OF ALL OFFICERS AND KEY EMPLOYEES ARE REVIEWED ANNUALLY BY THE BOARD THROUGH THE BUDGET PROCESS, WITH CURRENT CUPA RANGES UTILIZED FOR COMPARABILITY DATA. THE LAST REVIEW WAS COMPLETED IN MAY 2021. |
| FORM 990, PART VI, SECTION C, LINE 19 | PROVIDED ON REQUEST FROM THE PRESIDENT'S OFFICE. |
| FORM 990, PART XI, LINE 9: | PRESENT VALUE ADJUSTMENT SPLIT-INTEREST AGREEMENTS 68,154. PRESENT VALUE ADJUSTMENT ANNUITIES -258,495. |