GEORGE FOX UNIVERSITY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE FOX UNIVERSITY (EIN 93-0386839)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202531349349309398
- Schema version
- 2023v6.0
- 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 F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T19:03:38-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | 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 | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930386839 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE FOX UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 5035388383 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 414 N MERIDIAN STREET | AddressLine1Txt |
| City | NEWBERG | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97132 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICKI PIERSALL | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5035388383 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | VICKI PIERSALL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 414 N MERIDIAN STREET | AddressLine1Txt |
| City | NEWBERG | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $176,178,544 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GEORGEFOX.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1891 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | GEORGE FOX UNIVERSITY, A CHRIST CENTERED COMMUNITY, PREPARES STUDENTS SPIRITUALLY, ACADEMICALLY, AND PROFESSIONALLY TO THINK WITH CLARITY, ACT WITH INTEGRITY, AND SERVE WITH PASSION THROUGH BOTH UNDERGRADUATE AND GRADUATE EDUCATIONAL PROGRAMS OF STUDY FOR APPROXIMATELY 4,300 STUDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 2350 | TotalEmployeeCnt |
| Total Volunteers | 159 | TotalVolunteersCnt |
| Total Gross UBI | $190,234 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,207,587 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,922,180 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $136,568,489 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $143,012,033 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,034,629 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,026,982 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,933,800 | PYOtherRevenueAmt |
| CY Other Revenue | $1,610,179 | CYOtherRevenueAmt |
| PY Total Revenue | $151,744,505 | PYTotalRevenueAmt |
| CY Total Revenue | $157,571,374 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $46,248,811 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $48,099,467 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $57,991,846 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $63,400,483 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,572,943 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $38,068,237 | PYOtherExpensesAmt |
| CY Other Expenses | $37,795,313 | CYOtherExpensesAmt |
| PY Total Expenses | $142,308,894 | PYTotalExpensesAmt |
| CY Total Expenses | $149,295,263 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,435,611 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,276,111 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $243,323,413 | TotalAssetsBOYAmt |
| Total Assets EOY | $255,622,308 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $61,688,979 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $62,136,119 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $181,634,434 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $193,486,189 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | GEORGE FOX UNIVERSITY, A CHRIST CENTERED COMMUNITY, PREPARES STUDENTS SPIRITUALLY, ACADEMICALLY, AND PROFESSIONALLY TO THINK WITH CLARITY, ACT WITH INTEGRITY, AND SERVE WITH PASSION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $76,366,944 | ExpenseAmt |
| Grant | $47,820,298 | GrantAmt |
| Revenue | $96,016,680 | RevenueAmt |
| Desc | QUALITY UNDERGRADUATE EDUCATION IN THE HUMANITIES, SCIENCES AND PROFESSIONAL STUDIES, WITH MORE THAN 40 MAJORS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $22,003,919 | ExpenseAmt |
| Grant | $279,169 | GrantAmt |
| Revenue | $29,501,860 | RevenueAmt |
| Desc | QUALITY GRADUATE EDUCATION PROGRAMS IN THE AREAS OF OCCUPATIONAL THERAPY, PSYCHOLOGY, COUNSELING, SOCIAL WORK, PHYSICAL THERAPY, PHYSICIAN ASSISTANT, EDUCATION, BUSINESS AND SEMINARY, INCLUDING 5 SEMINARY DEGREES, 15 MASTERS AND DOCTORAL DEGREES, AND ADULT DEGREE COMPLETION EDUCATION PROGRAMS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,753,402 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | ATHLETIC PROGRAMS FOR MEN AND WOMEN DEVELOPING LEADERSHIP AND TEAM-BUILDING SKILLS, INCLUDING BASEBALL, SOFTBALL, VOLLEYBALL, BASKETBALL, TRACK, CROSS COUNTRY, SOCCER, GOLF, SWIMMING, FOOTBALL, LACROSSE, TENNIS, CHEER/STUNT, AND ESPORTS (NCAA DIVISION 3), AND STUDENT LIFE EXPENDITURES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $19,451,026 | ExpenseAmt |
| Revenue | $1,941,928 | RevenueAmt |
| Desc | ADMISSIONS, HOUSING, FOOD SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $19,451,026 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,941,928 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $127,575,291 | 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 | Yes (1) | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | 5290 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2350 | 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 | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | 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 | 0 | 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 | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBIN E BAKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5035388383 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 414 N MERIDIAN STREET | AddressLine1Txt |
| City | NEWBERG | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97132 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| ROBIN BAKER | ||||||||
| CEO/PRESIDENT | 60.00 | Yes (X) | $432,575 | $0 | $179,059 | |||
| VICKI PIERSALL | ||||||||
| CFO/VP OF FINANCE & TREASURY | 60.00 | Yes (X) | $277,064 | $0 | $17,155 | |||
| BOB HARDER | ||||||||
| EXECUTIVE DEAN | 60.00 | $181,117 | $0 | $27,220 | Yes (X) | |||
| ANDREA SCOTT | ||||||||
| SPECIAL ADVISOR TO THE PRESIDENT | 60.00 | $184,584 | $0 | $22,334 | Yes (X) | |||
| BRADLEY LAU | ||||||||
| VP STUDENT LIFE | 60.00 | Yes (X) | $168,042 | $0 | $31,174 | |||
| CURT STILP | ||||||||
| ASSOCIATE DEAN OF MEDICAL SCIENCE | 60.00 | $167,907 | $0 | $31,222 | Yes (X) | |||
| LINDSAY KNOX | ||||||||
| VP ENROLLMENT & MARKETING | 60.00 | Yes (X) | $163,457 | $0 | $30,245 | |||
| ARMINDA LATHROP | ||||||||
| VP ADVANCEMENT | 60.00 | Yes (X) | $156,977 | $0 | $30,869 | |||
| MARY PETERSON | ||||||||
| PROVOST | 60.00 | Yes (X) | $160,858 | $0 | $23,164 | |||
| DAVID CIMBORA | ||||||||
| EXECUTIVE DEAN | 60.00 | $151,358 | $0 | $30,213 | Yes (X) | |||
| KARA ROMAN | ||||||||
| ASSOC. PROFESSOR OF MEDICAL SCIENCE | 60.00 | $146,186 | $0 | $33,916 | Yes (X) | |||
| WILLIAM BUHROW | ||||||||
| DEAN OF STUDENT SERVICES | 60.00 | $151,839 | $0 | $19,671 | Yes (X) | |||
| NICHOLE DREW | ||||||||
| VP PEOPLE & CULTURE | 60.00 | Yes (X) | $149,363 | $0 | $10,112 | |||
| STANLEY PAUL | ||||||||
| DIRECTOR, OCCUPATIONAL THERAPY PROGRAM | 60.00 | $146,577 | $0 | $9,909 | Yes (X) | |||
| SHAWN DALEY | ||||||||
| VP STRATEGY AND BUSINESS DEVELOPMENT | 60.00 | Yes (X) | $138,440 | $0 | $17,687 | |||
| BRIAN DOAK | ||||||||
| VP GEORGE FOX DIGITAL | 60.00 | Yes (X) | $121,217 | $0 | $27,723 | |||
| STEPHEN TATONE | ||||||||
| TRUSTEE, CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DEBORAH MARTIN | ||||||||
| TRUSTEE, VICE CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| HEATHER LEWIS | ||||||||
| TRUSTEE, SECRETARY | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DAVID ANDERSEN | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| LARRY BAILEY | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| KEN BEEBE | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| CARRIE LAMM BISHOP | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| DANIEL CAMMACK | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| RAYMOND CHEUNG | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| CURTIS CLIMER | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| VALERIE CRUMPTON | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| FRANK ENGLE | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| SCOTT GRATSINGER | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| STEPHEN GULLEY | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| ERIC HAGEN | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| DEBBIE HARRISON | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| ANDREA HERLING | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| BRENT KIMBERLY | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| MATHEWS MANALOOR | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| HOLLY MIELE | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| KATIE MORSE | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| STAN MORSE | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| BARBARA PALMER | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| CAROLYN RAYBACK | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| KEN REDFORD | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| TRUMAN STONE | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| LANA THURSTON | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| DAVID TUSSING | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| DAVID VANDELINDE | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| GUSTAVO VELO-MORENO | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| SCOTT WINTER | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| JULIANN PARK | ||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,897,561 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $541,673 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 55 | 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 |
|---|---|---|---|---|---|
| FIRST AMERICAN TITLE COMPANY | |||||
| PO BOX 1239 | MCMINNVILLE | OR | 97128 | TITLE SETTLEMENT SERVICES | $14,726,406 |
| TODD CONSTRUCTION INC | |||||
| PO BOX 949 | TUALATIN | OR | 97062 | CONSTRUCTION | $5,676,253 |
| BON APPETIT | |||||
| PO BOX 417632 | BOSTON | MA | 022417632 | FOOD SERVICES | $4,614,475 |
| PROFECTUS INC | |||||
| 11851 NE GLENN WIDING DRIVE B | PORTLAND | OR | 97220 | CLEANING SERVICES | $1,232,503 |
| PENCE CONTRACTORS LLC | |||||
| 5400 MEADOWS ROAD SUITE 410 | LAKE OSWEGO | OR | 97035 | CONSTRUCTION | $646,474 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 45 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $999,107 | GovernmentGrantsAmt |
| All Other Contributions | $6,923,073 | AllOtherContributionsAmt |
| Noncash Contributions | $235,119 | NoncashContributionsAmt |
| Total Contributions | $7,922,180 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| STUDENT TUITION & FEES | 611600 | $125,518,540 | $125,518,540 | ||
| AUXILIARY ENTERPRISES | 900001 | $17,493,493 | $190,234 | $17,303,259 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $143,012,033 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,885,758 | TotalRevenueColumnAmt |
| Exclusion | $4,885,758 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $89,884 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $421,633 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$331,749 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$331,749 | TotalRevenueColumnAmt |
| Exclusion | -$331,749 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,264,952 | SecuritiesAmt |
| Other | $61,809 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,088,640 | SecuritiesAmt |
| Other | $96,897 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $176,312 | SecuritiesAmt |
| Other | -$35,088 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $141,224 | TotalRevenueColumnAmt |
| Exclusion | $141,224 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACTIVITY FEES & OTHER | Desc |
| Business | 611310 | BusinessCd |
| Total Revenue Column | $1,941,928 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,941,928 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,941,928 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $157,571,374 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $127,460,468 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $190,234 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,998,492 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,099,467 | TotalAmt |
| Program Services | $48,099,467 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,744,686 | TotalAmt |
| Program Services | $1,139,206 | ProgramServicesAmt |
| Management And General | $1,117,652 | ManagementAndGeneralAmt |
| Fundraising | $487,828 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,511,109 | TotalAmt |
| Program Services | $38,054,147 | ProgramServicesAmt |
| Management And General | $7,734,121 | ManagementAndGeneralAmt |
| Fundraising | $722,841 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,995,264 | TotalAmt |
| Program Services | $1,605,302 | ProgramServicesAmt |
| Management And General | $352,313 | ManagementAndGeneralAmt |
| Fundraising | $37,649 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,892,149 | TotalAmt |
| Program Services | $4,935,182 | ProgramServicesAmt |
| Management And General | $3,829,408 | ManagementAndGeneralAmt |
| Fundraising | $127,559 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,257,275 | TotalAmt |
| Program Services | $2,576,603 | ProgramServicesAmt |
| Management And General | $591,925 | ManagementAndGeneralAmt |
| Fundraising | $88,747 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,727 | TotalAmt |
| Management And General | $178,727 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,833 | TotalAmt |
| Management And General | $133,833 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,843 | TotalAmt |
| Management And General | $289,843 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,948,594 | TotalAmt |
| Program Services | $7,652,756 | ProgramServicesAmt |
| Management And General | $2,294,386 | ManagementAndGeneralAmt |
| Fundraising | $1,452 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,282,097 | TotalAmt |
| Program Services | $164,212 | ProgramServicesAmt |
| Management And General | $2,104,071 | ManagementAndGeneralAmt |
| Fundraising | $13,814 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,416,934 | TotalAmt |
| Program Services | $4,013,752 | ProgramServicesAmt |
| Management And General | $1,265,594 | ManagementAndGeneralAmt |
| Fundraising | $137,588 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,428,557 | TotalAmt |
| Program Services | $631,024 | ProgramServicesAmt |
| Management And General | $1,894,272 | ManagementAndGeneralAmt |
| Fundraising | -$96,739 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,714,174 | TotalAmt |
| Program Services | $119,865 | ProgramServicesAmt |
| Management And General | $2,594,301 | ManagementAndGeneralAmt |
| Fundraising | $8 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,446,182 | TotalAmt |
| Program Services | $3,309,023 | ProgramServicesAmt |
| Management And General | $127,208 | ManagementAndGeneralAmt |
| Fundraising | $9,951 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,200,783 | TotalAmt |
| Program Services | $1,009,530 | ProgramServicesAmt |
| Management And General | $171,543 | ManagementAndGeneralAmt |
| Fundraising | $19,710 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,331,442 | TotalAmt |
| Program Services | $911,909 | ProgramServicesAmt |
| Management And General | $419,533 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,825,734 | TotalAmt |
| Program Services | $4,825,734 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,012,809 | TotalAmt |
| Program Services | $82,338 | ProgramServicesAmt |
| Management And General | $930,471 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEMBERSHIPS | $1,041,652 | $190,134 | $845,383 | $6,135 |
| ENTERTAINMENT | $822,103 | $626,519 | $179,184 | $16,400 |
| MAINTENANCE | $818,408 | $299,458 | $518,950 | |
| O&MALLOC | $0 | $6,941,945 | -$6,941,945 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$96,559 | TotalAmt |
| Program Services | $387,185 | ProgramServicesAmt |
| Management And General | -$483,744 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,295,263 | TotalAmt |
| Program Services | $127,575,291 | ProgramServicesAmt |
| Management And General | $20,147,029 | ManagementAndGeneralAmt |
| Fundraising | $1,572,943 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,350 | BOYAmt |
| EOY | $12,700 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,016,079 | BOYAmt |
| EOY | $52,385,009 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,643,090 | BOYAmt |
| EOY | $2,200,416 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,325,854 | BOYAmt |
| EOY | $1,854,202 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $489,528 | BOYAmt |
| EOY | $861,697 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $223,559,410 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $86,243,213 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,942,572 | BOYAmt |
| EOY | $137,316,197 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,610,669 | BOYAmt |
| EOY | $60,697,296 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,350 | BOYAmt |
| EOY | $76,397 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,921 | BOYAmt |
| EOY | $218,394 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,323,413 | BOYAmt |
| EOY | $255,622,308 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,324,552 | BOYAmt |
| EOY | $5,475,920 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,242,203 | BOYAmt |
| EOY | $11,897,983 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,016,455 | BOYAmt |
| EOY | $37,314,879 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,067,160 | BOYAmt |
| EOY | $5,853,653 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $341,047 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,697,562 | BOYAmt |
| EOY | $1,593,684 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,688,979 | BOYAmt |
| EOY | $62,136,119 | 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 | $147,578,910 | BOYAmt |
| EOY | $156,674,762 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,055,524 | BOYAmt |
| EOY | $36,811,427 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,634,434 | BOYAmt |
| EOY | $193,486,189 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,323,413 | BOYAmt |
| EOY | $255,622,308 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,276,111 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,695,577 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$119,933 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $294,447 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | ART ITEMS ARE USED IN TEACHING | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,903,614 | BeginningYearBalanceAmt |
| Contributions | $533,430 | ContributionsAmt |
| Investment Earnings Or Losses | $3,933,526 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $746,078 | GrantsOrScholarshipsAmt |
| Other Expenditures | $142,861 | OtherExpendituresAmt |
| Administrative Expenses | $170,073 | AdministrativeExpensesAmt |
| End Year Balance | $34,311,558 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,152,661 | BeginningYearBalanceAmt |
| Contributions | $641,616 | ContributionsAmt |
| Investment Earnings Or Losses | $2,217,585 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $782,768 | GrantsOrScholarshipsAmt |
| Other Expenditures | $194,672 | OtherExpendituresAmt |
| Administrative Expenses | $130,808 | AdministrativeExpensesAmt |
| End Year Balance | $30,903,614 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,195,520 | BeginningYearBalanceAmt |
| Contributions | $1,002,577 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,098,426 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $622,653 | GrantsOrScholarshipsAmt |
| Other Expenditures | $192,932 | OtherExpendituresAmt |
| Administrative Expenses | $131,425 | AdministrativeExpensesAmt |
| End Year Balance | $29,152,661 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,218,560 | BeginningYearBalanceAmt |
| Contributions | $1,199,649 | ContributionsAmt |
| Investment Earnings Or Losses | $5,654,552 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $572,628 | GrantsOrScholarshipsAmt |
| Other Expenditures | $188,269 | OtherExpendituresAmt |
| Administrative Expenses | $116,344 | AdministrativeExpensesAmt |
| End Year Balance | $32,195,520 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,893,166 | BeginningYearBalanceAmt |
| Contributions | $1,393,572 | ContributionsAmt |
| Investment Earnings Or Losses | $768,488 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $503,356 | GrantsOrScholarshipsAmt |
| Other Expenditures | $182,156 | OtherExpendituresAmt |
| Administrative Expenses | $151,154 | AdministrativeExpensesAmt |
| End Year Balance | $26,218,560 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.14400 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.68900 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.16700 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,845,208 | OtherCostOrOtherBasisAmt |
| Book Value | $13,845,208 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $164,651,097 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,048,941 | DepreciationAmt |
| Book Value | $114,602,156 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,944,258 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,856,142 | DepreciationAmt |
| Book Value | $4,088,116 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,276,220 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,338,130 | DepreciationAmt |
| Book Value | $2,938,090 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,842,627 | OtherCostOrOtherBasisAmt |
| Book Value | $1,842,627 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $137,316,197 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACTUARIAL LIABILITY FOR ANNUITIES PAYABLE AND CHARITABLE REMAINDER TRUST | $1,376,830 |
| LEASE LIABILITY - OPERATING ROU | $216,854 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,593,684 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $113,179,341 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,695,577 | NetUnrealizedGainsInvstAmt |
| Recoveries Prior Year Grants | -$50,220 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | -$47,747,547 | OtherRevenueAmt |
| Revenue Not Reported | -$44,102,190 | RevenueNotReportedAmt |
| Revenue Subtotal | $157,281,531 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $289,843 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $289,843 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $157,571,374 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $101,327,586 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $421,633 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $421,633 | ExpensesNotReportedAmt |
| Expenses Subtotal | $100,905,953 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $289,843 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $48,099,467 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $48,389,310 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $149,295,263 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | ART ITEMS ARE USED IN TEACHING, AND ANCIENT MANUSCRIPTS ARE PART OF AN ONGOING PROJECT TO PRESERVE AND SCAN ANCIENT MANUSCRIPTS FOR POSTERITY AND TO PROVIDE THE SCANNED DOCUMENTS FOR SCHOLARSHIP. |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE USED FOR STUDENT SCHOLARSHIPS AND ALSO FOR OTHER DESIGNATED EDUCATIONAL PURPOSES AS REQUIRED BY THE DONOR. |
| PART X, LINE 2: | THE UNIVERSITY RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY 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 SETTLEMENT. THE UNIVERSITY HAD NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2024 AND 2023. THE UNIVERSITY RECOGNIZES INTEREST ACCRUED AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS, IF ANY, AS AN ADMINISTRATIVE EXPENSE. DURING THE YEARS ENDED JUNE 30, 2024 AND 2023, THE UNIVERSITY RECOGNIZED NO INTEREST AND PENALTIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN PRESENT VALUE OF ANNUITIES PAYABLE 5,646. CHANGE IN PRESENT VALUE OF CHARITABLE REMAINDER TRUSTS -75,359. FINANCIAL AID NETTED WITH REVENUE ON FINANCIAL STATEMENTS -48,099,467. RENTAL EXPENSES NETTED WITH REVENUE ON FORM 990 421,633. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES NETTED WITH REVENUE ON FORM 990 421,633. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NETTED WITH REVENUE ON FINANCIAL STATEMENTS 48,099,467. |
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 | OUR NON-DISCRIMINATION POLICY IS AVAILABLE VIA OUR WEBSITE HOMEPAGE. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES TITLE IV AID FOR SEOG AND FEDERAL WORK STUDY. THE UNIVERSITY ALSO ADMINISTERS GRANTS WITH THE NSF. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $2,190,844 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $319,722 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $2,510,566 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $2,510,566 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| PERFORMANCE SCHOLARSHIPS | 1310 | $1,952,951 |
| SEOG GRANTS | 473 | $404,655 |
| ENDOWED & DESIGNATED SCHOLARSHIPS | 466 | $1,209,032 |
| ACADEMIC SCHOLARSHIPS | 304 | $1,189,925 |
| OTHER SCHOLARSHIPS | 3813 | $43,342,904 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ONCE THE SPECIFIC CRITERIA FOR EACH SCHOLARSHIP HAVE BEEN REVIEWED AND MET, GFU DISBURSES FINANCIAL AID FUNDS TO THE INDIVIDUAL STUDENT'S ACCOUNT DIRECTLY, ENSURING THAT THE FUNDS ARE USED AS INTENDED FOR TUITION AND EDUCATIONAL COSTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBIN BAKER | ||||||||||||||
| CEO/PRESIDENT | $344,639 | $0 | $82,500 | $0 | $5,436 | $0 | $165,000 | $0 | $14,059 | $0 | $611,634 | $0 | $0 | $0 |
| VICKI PIERSALL | ||||||||||||||
| CFO/VP OF FINANCE & TREASURY | $275,480 | $0 | $0 | $0 | $1,584 | $0 | $16,500 | $0 | $655 | $0 | $294,219 | $0 | $0 | $0 |
| BOB HARDER | ||||||||||||||
| EXECUTIVE DEAN | $179,533 | $0 | $0 | $0 | $1,584 | $0 | $10,649 | $0 | $16,571 | $0 | $208,337 | $0 | $0 | $0 |
| ANDREA SCOTT | ||||||||||||||
| SPECIAL ADVISOR TO THE PRESIDENT | $184,032 | $0 | $0 | $0 | $552 | $0 | $11,220 | $0 | $11,114 | $0 | $206,918 | $0 | $0 | $0 |
| BRADLEY LAU | ||||||||||||||
| VP STUDENT LIFE | $167,010 | $0 | $0 | $0 | $1,032 | $0 | $10,353 | $0 | $20,821 | $0 | $199,216 | $0 | $0 | $0 |
| CURT STILP | ||||||||||||||
| ASSOCIATE DEAN OF MEDICAL SCIENCE | $167,547 | $0 | $0 | $0 | $360 | $0 | $10,401 | $0 | $20,821 | $0 | $199,129 | $0 | $0 | $0 |
| LINDSAY KNOX | ||||||||||||||
| VP ENROLLMENT & MARKETING | $163,241 | $0 | $0 | $0 | $216 | $0 | $10,353 | $0 | $19,892 | $0 | $193,702 | $0 | $0 | $0 |
| ARMINDA LATHROP | ||||||||||||||
| VP ADVANCEMENT | $156,737 | $0 | $0 | $0 | $240 | $0 | $10,049 | $0 | $20,820 | $0 | $187,846 | $0 | $0 | $0 |
| MARY PETERSON | ||||||||||||||
| PROVOST | $159,274 | $0 | $0 | $0 | $1,584 | $0 | $9,009 | $0 | $14,155 | $0 | $184,022 | $0 | $0 | $0 |
| DAVID CIMBORA | ||||||||||||||
| EXECUTIVE DEAN | $150,806 | $0 | $0 | $0 | $552 | $0 | $9,392 | $0 | $20,821 | $0 | $181,571 | $0 | $0 | $0 |
| KARA ROMAN | ||||||||||||||
| ASSOC. PROFESSOR OF MEDICAL SCIENCE | $145,154 | $0 | $0 | $0 | $1,032 | $0 | $9,142 | $0 | $24,774 | $0 | $180,102 | $0 | $0 | $0 |
| WILLIAM BUHROW | ||||||||||||||
| DEAN OF STUDENT SERVICES | $150,572 | $0 | $0 | $0 | $1,267 | $0 | $6,275 | $0 | $13,396 | $0 | $171,510 | $0 | $0 | $0 |
| NICHOLE DREW | ||||||||||||||
| VP PEOPLE & CULTURE | $139,123 | $0 | $10,000 | $0 | $240 | $0 | $8,831 | $0 | $1,281 | $0 | $159,475 | $0 | $0 | $0 |
| STANLEY PAUL | ||||||||||||||
| DIRECTOR, OCCUPATIONAL THERAPY PROGR | $145,975 | $0 | $0 | $0 | $602 | $0 | $4,582 | $0 | $5,327 | $0 | $156,486 | $0 | $0 | $0 |
| SHAWN DALEY | ||||||||||||||
| VP STRATEGY AND BUSINESS DEVELOPMENT | $137,080 | $0 | $1,000 | $0 | $360 | $0 | $8,510 | $0 | $9,177 | $0 | $156,127 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | GEORGE FOX OWNS A HOME THAT IS SUITABLE FOR UNIVERSITY EVENTS AND FUNCTIONS THAT ARE HOSTED BY THE UNIVERSITY PRESIDENT AND HIS/HER SPOUSE. THE PRESIDENT IS PROVIDED WITH THIS HOUSING AND THE BENEFIT IS NOT INCLUDED IN TAXABLE INCOME. IN ORDER TO ENHANCE THE INFLUENCE OF THE UNIVERSITY IN THE LOCAL COMMUNITY, ARLINGTON CLUB DUES ARE PAID FOR THE PRESIDENT. THE ARLINGTON CLUB PROVIDES A FORUM FOR NETWORKING WITHIN THE BUSINESS COMMUNITY TO FIND PEOPLE INTERESTED IN INVESTING TIME AND RESOURCES IN HIGHER EDUCATION. DUES PAID ARE NOT INCLUDED IN TAXABLE INCOME. THE PRESIDENT'S SPOUSE'S ATTENDANCE IS REQUIRED FOR SOME EVENTS AND FUNCTIONS. TRAVEL FOR THOSE EVENTS/FUNCTIONS IS CONSIDERED TO BE AN ORDINARY AND NECESSARY BUSINESS EXPENSE FOR THE PRESIDENT'S SPOUSE TO ACCOMPANY HIM AND THEREFORE IS NOT INCLUDED IN TAXABLE INCOME. |
| PART I, LINE 4B | ROBIN BAKER, CEO/PRESIDENT, PARTICIPATED IN A 457(F) PLAN AND CONTRIBUTIONS OF $145,000 WERE MADE DURING THE YEAR. |
| PART I, LINE 7 | THESE BONUSES WERE DETERMINED AT THE DISCRETION OF THE PRESIDENT AND WERE NOT REVIEWED OR APPROVED BY THE BOARD. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YAMHILL COUNTY OREGON SERIES 2021 GEORGE FOX UNIVERSITY PROJECT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 936002318 | BondIssuerEIN |
| CUSIP | 98464TBA6 | CUSIPNum |
| Bond Issued | 2021-12-01 | BondIssuedDt |
| Issue Price | $45,635,213 | IssuePriceAmt |
| Purpose | REVENUE AND REFUNDING BONDS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $720,000 | RetiredAmt |
| Total Proceeds | $45,635,213 | TotalProceedsAmt |
| Refunding Escrow | $34,923,433 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $556,134 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $10,155,646 | CapitalExpendituresAmt |
| Substantial Completion | 2023 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| STAN MORSE | |||
| RELATIVE OF TRUSTEE | $45,687 | EMPLOYED BY THE UNIVERSITY | 0 |
| DEBBIE HARRISON | |||
| RELATIVE OF TRUSTEE | $41,082 | EMPLOYED BY THE UNIVERSITY | 0 |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $21,113 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MIDPOINT FMV - GIFT DATE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | ROBOTIC ARM | 1 | $135,000 | MARKET VALUE |
| Yes (X) | SPECTROMETER | 1 | $79,000 | MARKET VALUE |
| Yes (X) | ART SUPPLIES | 4 | $4 | MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| 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 | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTIONS IS USED FOR COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY A THIRD-PARTY ACCOUNTING FIRM. FINANCE OFFICE STAFF, THE CONTROLLER AND THE CFO REVIEW THE FORM 990 BEFORE FILING. THE BOARD OF TRUSTEES FINANCE COMMITTEE REVIEWS FORM 990 AFTER FILING AT THEIR NEXT BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | GFU'S CONFLICT OF INTEREST POLICY STATES THAT A TRUSTEE AND/OR EMPLOYEE WITH IDENTIFIED CONFLICT OF INTEREST WILL REFRAIN FROM PARTICIPATING IN THE CONSIDERATIONS REGARDING THE PROPOSED TRANSACTION, AND FROM THE ACTION REQUIRED TO AUTHORIZE OR APPROVE THE TRANSACTIONS IN WHICH THE CONFLICT EXISTS. ANNUALLY, THE BOARD OF TRUSTEE MEMBERS ARE REQUIRED TO COMPLETE A NEW CONFLICT OF INTEREST FORM, WHICH ARE MAINTAINED AND REVIEWED BY THE PRESIDENT'S OFFICE. WHEN A TRUSTEE'S CONFLICT OF INTEREST FORM DENOTES A POTENTIAL CONFLICT OF INTEREST, THE PRESIDENT'S OFFICE ESCALATES THE FORM TO THE CHIEF FINANCIAL OFFICER (CFO) FOR REVIEW. DURING THE NEW HIRE ONBOARDING PROCESS EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM, WHICH IS MAINTAINED AND REVIEWED BY HUMAN RESOURCES. WHEN AN EMPLOYEE'S CONFLICT OF INTEREST FORM DENOTES A POTENTIAL CONFLICT OF INTEREST, THE EXECUTIVE DIRECTOR OF HUMAN RESOURCES ESCALATES THE FORM TO THE CFO FOR REVIEW. IF NEEDED, THE CFO CONTACTS THE TRUSTEE, EMPLOYEE, OR THE HEAD OF THE DEPARTMENT THAT MIGHT BE IMPACTED BY THE CONFLICT OF INTEREST TO ENSURE THAT GFU'S CONFLICT OF INTEREST POLICY IS UNDERSTOOD AND THAT SOUND BUSINESS PRACTICES CONTINUE TO BE FOLLOWED IN SELECTING VENDORS, ETC. |
| FORM 990, PART VI, SECTION B, LINE 15 | FOR THE PRESIDENT OF THE UNIVERSITY: COMPENSATION IS EVALUATED AND ESTABLISHED BY THE BOARD OF TRUSTEES. NO CONFLICT OF INTEREST FOR MEMBERS EVALUATING AND REVIEWING THE PRESIDENT'S COMPENSATION EXISTS. THE BOARD REVIEWS AND DISCUSSES THE COMPENSATION OF OTHER UNIVERSITY PRESIDENTS WITHIN THE COUNCIL FOR CHRISTIAN COLLEGES AND UNIVERSITIES, SPECIFICALLY, THE ONES WITH SIMILAR ENROLLMENT AND STUDENT DEMOGRAPHICS (PELL ELIGIBILITY, ETC.), AND THEN ADJUSTS FOR THE COST OF LIVING IN OTHER REGIONS. COMPENSATION IS APPROVED BY THE BOARD. DISCUSSION WITHIN THE BOARD REGARDING COMPENSATION ISSUES IS DOCUMENTED IN THE APPROPRIATE MINUTES OF THOSE MEETINGS, GENERALLY THE EXECUTIVE COMMITTEE OF THE BOARD. THIS PROCESS IS DOCUMENTED THROUGH THE TRANSFER OF THIS DOCUMENTATION AND EMAIL CORRESPONDENCE BETWEEN HUMAN RESOURCES AND THE PRESIDENT'S OFFICE. A CONTRACT IS COMPLETED AND SIGNED BY A BOARD MEMBER AND SUPPLIED TO THE HUMAN RESOURCES. CHANGES AND/OR ADJUSTMENTS TO THE PRESIDENT'S COMPENSATION ARE ALSO COMMUNICATED VIA EMAIL ON BEHALF OF A MEMBER OF THE BOARD. FOR THIS PERIOD, THE REVIEW OF THE PRESIDENT'S COMPENSATION PACKAGE WAS COMPLETED IN THE SPRING OF 2022. THE PRESIDENT'S COMPENSATION AND CONTRACT RUNS THROUGH JUNE 2024. FOR THE VICE PRESIDENTS AND PROVOST: COMPENSATION IS EVALUATED AND ESTABLISHED BY THE PRESIDENT OF THE UNIVERSITY. NO CONFLICT OF INTEREST EXISTS. THE PRESIDENT OF THE UNIVERSITY REVIEWS THE COMPENSATION OF OTHER UNIVERSITY VICE PRESIDENTS WITHIN THE COUNCIL FOR CHRISTIAN COLLEGES AND UNIVERSITIES, SPECIFICALLY, THE ONES WITH SIMILAR ENROLLMENT AND STUDENT DEMOGRAPHICS (PELL ELIGIBILITY, ETC.), AND THEN ADJUSTS FOR THE COST OF LIVING IN OTHER REGIONS. CUPA-HR SURVEY DATA IS ALSO SUPPLIED TO THE PRESIDENT BY HUMAN RESOURCES FOR COMPARISON. INDIVIDUAL COMPENSATION IS NEGOTIATED BETWEEN EACH VICE PRESIDENT AND THE PRESIDENT OF THE UNIVERSITY. THE BUDGET FOR THAT COMPENSATION IS APPROVED AS PART OF THE ENTIRE UNIVERSITY BUDGET BY THE BOARD OF TRUSTEES. A CONTRACT IS COMPLETED FOR EACH VICE PRESIDENT AND SIGNED BY THE PRESIDENT OF THE UNIVERSITY. THIS PROCESS IS DOCUMENTED THROUGH THE TRANSFER OF THIS DOCUMENTATION AND EMAIL CORRESPONDENCE BETWEEN HUMAN RESOURCES AND THE PRESIDENT'S OFFICE. CURRENT CONTRACTS RUN AS FOLLOWS: CHIEF FINANCIAL OFFICER- JULY 1, 2022 - JUNE 30, 2024. VP OF ENROLLMENT AND MARKETING- JULY 1, 2022 - JUNE 30, 2025. VP OF STUDENT LIFE- JULY 1, 2022 - JUNE 30, 2025. VP OF ADVANCEMENT- JULY 1, 2023 - JUNE 30, 2025. VP OF PEOPLE AND CULTURE JULY 1, 2021 - JUNE 30, 2024. VP FOR GFD- THIS POSITION IS NO LONGER UNDER CONTRACT. PROVOST- JULY 1, 2020-JUNE 30, 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE ON THE UNIVERSITY'S WEBSITE. FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | WRITE-OFF OF PRIOR YEAR PLEDGES -50,220. CHANGE IN PRESENT VALUE OF ANNUITIES PAYABLE 5,646. CHANGE IN PRESENT VALUE OF CHARITABLE REMAINDER TRUSTS -75,359. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|
| 808 HANCOCK LLC | ||||||||
| 808 E HANCOCK STREET | NEWBERG | OR | 97132 | LEASED PROPERTY | OR | $50,400 | $713,259 | GEORGE FOX UNIVERSITY |
| 814 HANCOCK LLC | ||||||||
| 814 E HANCOCK STREET | NEWBERG | OR | 97132 | LEASED PROPERTY | OR | $23,850 | $400,125 | GEORGE FOX UNIVERSITY |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER UNITRUSTS (13) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 414 N MERIDIAN | AddressLine1Txt |
| City | NEWBERG | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHARITABLE REMAINDER TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE FOX UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | T | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | 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 |