OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION (EIN 23-7083114)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-13
- IRS object ID
- 202201339349305880
- Schema version
- 2020v4.2
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T12:57:08-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1918 EIGHTH AVENUE SUITE 2900 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237083114 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON HEALTH & SCIENCE UNIVERSITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OREG | BusinessNameControlTxt |
| Phone | 5032281730 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 SW 4TH AVENUE SUITE 900 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TARA SIMS | PersonNm |
| Person Title | CFO - VP FINANCE & ADMIN | PersonTitleTxt |
| Phone | 5032208316 | PhoneNum |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TARA | PersonFirstNm |
| Person Last | SIMS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUE W ROBISON | PreparerPersonNm |
| PTIN | P00560072 | PTIN |
| Phone | 2069134000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | TARA SIMS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 SW 4TH AVENUE SUITE 900 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $222,536,666 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OHSUFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | OHSUF IS A NONPROFIT ORG. ESTABLISHED IN 1970 DEDICATED TO SECURE PRIVATE PHILANTHROPIC SUPPORT FOR OHSU AND TO INVEST AND MANAGE GIFTS RESPONSIBLY IN ACCORDANCE WITH DONORS' WISHES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 43 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 40 | VotingMembersIndependentCnt |
| Total Employee | 117 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $92,840,238 | PYContributionsGrantsAmt |
| CY Contributions Grants | $78,898,591 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,706,385 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,245,790 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,037,665 | PYInvestmentIncomeAmt |
| CY Investment Income | $23,651,787 | CYInvestmentIncomeAmt |
| PY Other Revenue | $19,475 | PYOtherRevenueAmt |
| CY Other Revenue | -$213,884 | CYOtherRevenueAmt |
| PY Total Revenue | $108,603,763 | PYTotalRevenueAmt |
| CY Total Revenue | $105,582,284 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $119,633,719 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $94,993,388 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,608,210 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,111,745 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $9,147,678 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,695,674 | PYOtherExpensesAmt |
| CY Other Expenses | $5,519,760 | CYOtherExpensesAmt |
| PY Total Expenses | $141,937,603 | PYTotalExpensesAmt |
| CY Total Expenses | $115,624,893 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$33,333,840 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$10,042,609 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,419,565,425 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,682,678,497 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $166,562,084 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $80,359,894 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,253,003,341 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,602,318,603 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION IS A NONPROFIT ORGANIZATION ESTABLISHED IN 1970 DEDICATED TO SECURE PRIVATE PHILANTHROPIC SUPPORT FOR OHSU AND TO INVEST AND MANAGE GIFTS RESPONSIBLY IN ACCORDANCE WITH DONORS' WISHES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $90,961,581 | ExpenseAmt |
| Grant | $90,469,530 | GrantAmt |
| Revenue | -$1,278,068 | RevenueAmt |
| Desc | CONTRIBUTIONS, GRANTS, TRANSFERS TO OREGON HEALTH AND SCIENCE UNIVERSITY FOR RESEARCH LEADING TO THE PREVENTION AND TREATMENT OF DISEASE, TEACHING, AND INSTITUTIONAL SUPPORT AND MAINTENANCE. SEE SCHEDULE O FOR MORE INFORMATION.HIGHLIGHTS FROM THIS YEAR INCLUDE THE FOLLOWING:OHSU CONTINUED TO PLAY A CRITICAL ROLE IN OREGON'S EFFORTS AGAINST COVID-19 THROUGH VACCINATIONS, TESTING AND CARE WITH A FOCUS ON SOME OF THE STATE'S MOST VULNERABLE COMMUNITIES. OHSU JOINED WITH OTHER HEALTH SYSTEMS AND ORGANIZATIONS BEGINNING IN JANUARY TO VACCINATE AS MANY OREGONIANS AS QUICKLY AS POSSIBLE THROUGH NUMEROUS MASS VACCINATION SITES. OHSU'S COMMUNITY VACCINATION EFFORTS AMOUNTED TO MORE THAN 900,000 DOSES INTO ARMS. SCIENTISTS AND COMMUNITY ACTIVISTS ALSO CAME TOGETHER TO VACCINATE COMMUNITIES OF COLOR WHO HAVE BEEN HIT HARDEST BY THE PANDEMIC. COMMUNITY PARTNERS AND OHSU'S VACCINE EQUITY COMMITTEE HELD 40 CULTURALLY AND LINGUISTICALLY SPECIFIC CLINICS ALL OVER THE PORTLAND METRO AREA FOR BLACK, LATINO, ASIAN, PACIFIC ISLAND AND NATIVE AMERICAN COMMUNITIES.THE OHSU KNIGHT CANCER INSTITUTE RECENTLY RECEIVED TWO GRANTS TO BETTER SERVE RURAL COMMUNITIES. ONE GRANT HELPS EXPAND THE KNIGHT SCHOLARS PROGRAM THROUGHOUT RURAL OREGON, INTRODUCING UNDERREPRESENTED HIGH SCHOOL STUDENTS TO CAREERS IN CANCER RESEARCH, TREATMENT AND PREVENTION. THE SECOND GRANT BENEFITS SMMART, A CLINICAL TRIAL THAT USES TEST DRUG COMBINATIONS TO STOP TUMORS BEFORE THEY ADAPT, AND WILL HELP RESEARCHERS MAKE THIS GROUNDBREAKING TRIAL MORE ACCESSIBLE TO PATIENTS FROM RURAL OREGON AND WASHINGTON AND THE BIPOC COMMUNITY.IN DECEMBER, THE OHSU CASEY EYE INSTITUTE OPENED THE DOORS TO THE NEW ELKS CHILDREN'S EYE CLINIC. THIS 60,000-SQUARE-FOOT FACILITY PROVIDES ADDITIONAL SPACE AND RESOURCES TO ADVANCE WORK IN CHILDREN'S EYE CARE, MACULAR DEGENERATION RESEARCH AND PATIENT CARE, GENE THERAPY, COMMUNITY OUTREACH AND MORE. THE BUILDING REFLECTS THE GENEROSITY OF MANY DONORS, AND IS NAMED IN RECOGNITION OF THE OREGON STATE ELKS ASSOCIATION.AFTER 10 YEARS AND MORE THAN 10,000 FREE EYE EXAMS THROUGHOUT OREGON, CASEY'S MOBILE EYE CLINIC WAS ABLE TO EXPAND ITS REACH THANKS TO SIGNIFICANT PHILANTHROPIC GIFTS. THE EXPANSION PROVIDES A SECOND MOBILE EYE CLINIC TO PROVIDE EYE CARE IN COMMUNITIES STATEWIDE, AND USES TECHNOLOGY TO CONNECT EXPERTS AT OHSU TO LOCAL PROVIDERS ACROSS OREGON.THE ON TRACK OHSU! PROGRAM CONTINUES TO EXPAND THEIR WORK WITH MIDDLE AND HIGH SCHOOLS IN OREGON TO INCREASE THE NUMBER OF STUDENTS FROM HISTORICALLY MARGINALIZED COMMUNITIES IN HEALTH AND SCIENCE CAREERS. BUILDING A DIVERSE WORKFORCE IS CRITICAL TO MEETING HEALTH CARE NEEDS IN UNDERSERVED COMMUNITIES AND SUPPORT FOR STUDENTS IS MORE IMPORTANT THAN EVER. SCHOLARSHIPS, LONG-TERM PARTNERSHIPS AND HANDS-ON, CULTURALLY RELEVANT CURRICULUM ARE THE BEST AVAILABLE TOOLS TO HELP OHSU ATTRACT THE BEST, BRIGHTEST AND MOST DIVERSE STUDENTS TO MEET THE REGION'S CHANGING HEALTH CARE NEEDS.OHSU IS THE FIRST PACIFIC NORTHWEST INSTITUTION TO INSTALL A STATE-OF-THE-ART SCANNER THAT COMBINES TWO OF TODAY'S MOST POWERFUL IMAGING TECHNOLOGIES POSITRON EMISSION TOMOGRAPHY (PET) AND MAGNETIC RESONANCE IMAGING (MRI). BY PAIRING THE COMPLEMENTARY IMAGES OBTAINED BY BOTH TECHNIQUES, PET-MRI CAN REVEAL THE FINE DETAILS OF STRUCTURES AND FUNCTIONS OF TISSUES AND ORGANS BOTH IN THE RESEARCH AND CLINICAL SETTING WITH PATIENTS. THE TECHNOLOGY IS ESPECIALLY USEFUL FOR STUDYING DISEASES SUCH AS EPILEPSY, BRAIN TUMORS, HEART CONDITIONS AND VARIOUS CANCERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,523,858 | ExpenseAmt |
| Grant | $4,523,858 | GrantAmt |
| Revenue | $4,523,858 | RevenueAmt |
| Desc | GRANTS AND TRANSFERS TO SUPPORT PROGRAMS OF OTHER CHARITABLE, MEDICAL, AND EDUCATIONAL ORGANIZATIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $95,485,439 | 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 | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 114 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 117 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| 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 |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| 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 | 43 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 40 | 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 | Yes (1) | 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 | 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 | TARA SIMS - CFO - VP FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5032281730 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 SW 4TH AVENUE SUITE 900 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| MATT MCNAIR | |||||||||
| PRESIDENT | 40.00 | 0.00 | Yes (X) | Yes (X) | $718,309 | $0 | $104,616 | ||
| DANIEL M DORSA | |||||||||
| DIRECTOR | 1.00 | 10.00 | Yes (X) | $0 | $62,161 | $0 | |||
| DANNY O JACOBS MD MPH FACS | |||||||||
| DIRECTOR | 40.00 | 0.00 | Yes (X) | $0 | $1,228,837 | $63 | |||
| JOHN D KLOUCEK | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $4,980 | $0 | |||
| WILLIAM A BERG | |||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN T JANIK | |||||||||
| IMMEDIATE PAST CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| VINCENT P PRICE | |||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GARY W REYNOLDS | |||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| J GREG NESS | |||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RUKAIYAH ADAMS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN E BABSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRAD BLUMENFELD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MAUREEN CASEY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JORGE G CASIMIRO | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALICE B DAVIES | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN EDLEN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK GOODMAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK J GREEN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL P HAGEL | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KELLY KILKENNY HALE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK T HATTENHAUER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE W HOSFIELD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DON R KANIA PHD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CRAIG A KELLY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY E LAGO CTFA | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PRISCILLA W LONGFIELD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE B MCELDOWNEY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| XANDRA T MCKEOWN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| COREY MORRIS-SINGER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSIE PAPE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHAD PAULSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR SELMA MOON PIERCE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD A ROYSE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY LOU SCHRADER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROB SHICK | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA A SILVER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STACEY STRADE SQUIRES | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CALVIN T TANABE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN UNGERLEIDER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON P WAXMAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RODERICK C WENDT | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES H WINKLER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAY N ZIDELL | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DONDI CUPP | |||||||||
| SENIOR VP OF DEVELOPMENT | 40.00 | 0.00 | Yes (X) | $417,447 | $0 | $24,342 | |||
| TARA SIMS | |||||||||
| CFO - VP FINANCE | 40.00 | 0.00 | Yes (X) | $277,443 | $0 | $53,876 | |||
| AMANDA HOSKINS | |||||||||
| AVP OF ADVANCEMENT SERVICES | 40.00 | 0.00 | $154,845 | $0 | $42,003 | Yes (X) | |||
| REBECCA DEBO | |||||||||
| AVP OF DEVELOPMENT | 40.00 | 0.00 | $182,767 | $0 | $49,795 | Yes (X) | |||
| ALEX EVANS | |||||||||
| SENIOR DIRECTOR OF DEVELOPMENT | 40.00 | 0.00 | $154,350 | $0 | $61,078 | Yes (X) | |||
| JOSHUA GEHRIG | |||||||||
| DIRECTOR OF FINANCE | 40.00 | 0.00 | $175,210 | $0 | $59,685 | Yes (X) | |||
| EDGAR GONZALEZ | |||||||||
| AVP OF DEVELOPMENT | 40.00 | 0.00 | $184,041 | $0 | $35,402 | Yes (X) | |||
| SARAH NEVUE | |||||||||
| SENIOR DIRECTOR OF DEVELOPMENT | 40.00 | 0.00 | $180,983 | $0 | $51,942 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,445,395 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,295,978 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $482,802 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | 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 |
|---|---|---|---|---|---|
| HSP HOLDINGS LLC | |||||
| 1121 SW SALMON STE 500 | PORTLAND | OR | 97205 | REAL PROPERTY LEASE | $688,079 |
| AFFINAQUEST LLC | |||||
| PO BOX 670769 | DALLAS | TX | 752670769 | CONSULTING SERVICES | $171,656 |
| PLUS DELTA PARTNERS | |||||
| 6965 EL CAMINO REAL SUITE 105-488 | CARLSBAD | CA | 92009 | TRAINING | $168,050 |
| STOEL RIVES LLP | |||||
| 760 SW NINTH AVENUE SUITE 3000 | PORTLAND | OR | 97205 | LEGAL SERVICES | $163,128 |
| KPMG LLP | |||||
| PO BOX 120001 | DALLAS | TX | 753120771 | ACCOUNTING SERVICES | $133,503 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $45,129 | FederatedCampaignsAmt |
| Fundraising | $1,253,566 | FundraisingAmt |
| Related Organizations | $3,716,457 | RelatedOrganizationsAmt |
| All Other Contributions | $73,883,439 | AllOtherContributionsAmt |
| Noncash Contributions | $13,446,780 | NoncashContributionsAmt |
| Total Contributions | $78,898,591 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT SERVICE FEE | 900099 | $3,003,291 | $3,003,291 |
| EDUCATION OF PUBLIC | 900099 | $190,527 | $190,527 |
| ALUMNI/OUTREACH ACTIVI | 900099 | $51,972 | $51,972 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,245,790 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$15,848,171 | TotalRevenueColumnAmt |
| Exclusion | -$15,848,171 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,130 | TotalRevenueColumnAmt |
| Exclusion | $4,130 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,597,014 | SecuritiesAmt |
| Other | $124,611,822 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,279,745 | SecuritiesAmt |
| Other | $90,429,133 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,317,269 | SecuritiesAmt |
| Other | $34,182,689 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,499,958 | TotalRevenueColumnAmt |
| Exclusion | $39,499,958 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $27,490 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,253,566 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $245,504 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$218,014 | TotalRevenueColumnAmt |
| Exclusion | -$218,014 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $105,582,284 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,245,790 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,437,903 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,993,388 | TotalAmt |
| Program Services | $94,993,388 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,585,036 | TotalAmt |
| Program Services | $49,295 | ProgramServicesAmt |
| Management And General | $818,671 | ManagementAndGeneralAmt |
| Fundraising | $717,070 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,776,063 | TotalAmt |
| Program Services | $304,035 | ProgramServicesAmt |
| Management And General | $5,049,337 | ManagementAndGeneralAmt |
| Fundraising | $4,422,691 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,146,341 | TotalAmt |
| Program Services | $35,651 | ProgramServicesAmt |
| Management And General | $592,085 | ManagementAndGeneralAmt |
| Fundraising | $518,605 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,829,456 | TotalAmt |
| Program Services | $56,896 | ProgramServicesAmt |
| Management And General | $944,914 | ManagementAndGeneralAmt |
| Fundraising | $827,646 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $774,849 | TotalAmt |
| Program Services | $24,097 | ProgramServicesAmt |
| Management And General | $400,210 | ManagementAndGeneralAmt |
| Fundraising | $350,542 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,573 | TotalAmt |
| Program Services | $738 | ProgramServicesAmt |
| Management And General | $106,554 | ManagementAndGeneralAmt |
| Fundraising | $77,281 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,498 | TotalAmt |
| Program Services | $674 | ProgramServicesAmt |
| Management And General | $97,274 | ManagementAndGeneralAmt |
| Fundraising | $70,550 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,976,031 | TotalAmt |
| Program Services | $7,904 | ProgramServicesAmt |
| Management And General | $1,140,763 | ManagementAndGeneralAmt |
| Fundraising | $827,364 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,864 | TotalAmt |
| Program Services | $307 | ProgramServicesAmt |
| Management And General | $44,374 | ManagementAndGeneralAmt |
| Fundraising | $32,183 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $818,791 | TotalAmt |
| Program Services | $3,275 | ProgramServicesAmt |
| Management And General | $472,688 | ManagementAndGeneralAmt |
| Fundraising | $342,828 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $713,138 | TotalAmt |
| Program Services | $2,852 | ProgramServicesAmt |
| Management And General | $411,695 | ManagementAndGeneralAmt |
| Fundraising | $298,591 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $564,392 | TotalAmt |
| Program Services | $2,257 | ProgramServicesAmt |
| Management And General | $325,824 | ManagementAndGeneralAmt |
| Fundraising | $236,311 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,557 | TotalAmt |
| Program Services | $58 | ProgramServicesAmt |
| Management And General | $8,404 | ManagementAndGeneralAmt |
| Fundraising | $6,095 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,492 | TotalAmt |
| Program Services | $238 | ProgramServicesAmt |
| Management And General | $34,345 | ManagementAndGeneralAmt |
| Fundraising | $24,909 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,239 | TotalAmt |
| Program Services | $337 | ProgramServicesAmt |
| Management And General | $48,631 | ManagementAndGeneralAmt |
| Fundraising | $35,271 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,613 | TotalAmt |
| Program Services | $303 | ProgramServicesAmt |
| Management And General | $43,651 | ManagementAndGeneralAmt |
| Fundraising | $31,659 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| OTHER MGMT & ADMIN | $433,814 | $433,814 | ||
| OTHER FUNDRAISING | $314,634 | $314,634 | ||
| DONOR CULTIVATION | $32,118 | $18,542 | $13,448 | $128 |
| OTHER PROGRAM SERVICE E | $3,006 | $3,006 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,624,893 | TotalAmt |
| Program Services | $95,485,439 | ProgramServicesAmt |
| Management And General | $10,991,776 | ManagementAndGeneralAmt |
| Fundraising | $9,147,678 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,184,920 | BOYAmt |
| EOY | $43,360,133 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,831,943 | BOYAmt |
| EOY | $362,719,926 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,884,609 | BOYAmt |
| EOY | $3,459,363 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,099,726 | BOYAmt |
| EOY | $11,896,119 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,501 | BOYAmt |
| EOY | $610,830 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,026,870 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,859,155 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,216 | BOYAmt |
| EOY | $167,715 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,247,543 | BOYAmt |
| EOY | $165,477,305 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $824,541,283 | BOYAmt |
| EOY | $1,089,939,005 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,435,684 | BOYAmt |
| EOY | $5,048,101 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,419,565,425 | BOYAmt |
| EOY | $1,682,678,497 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,343,648 | BOYAmt |
| EOY | $7,085,127 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,218,436 | BOYAmt |
| EOY | $73,274,767 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,562,084 | BOYAmt |
| EOY | $80,359,894 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $988,720,473 | BOYAmt |
| EOY | $1,297,454,457 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,216 | BOYAmt |
| EOY | $167,715 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,178,652 | BOYAmt |
| EOY | $304,696,431 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,253,003,341 | BOYAmt |
| EOY | $1,602,318,603 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,419,565,425 | BOYAmt |
| EOY | $1,682,678,497 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$10,042,609 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $262,648,497 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$910,141 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $97,619,515 | 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84,611,711 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,939,849 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $82,145,060 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $92,832,486 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $81,004,005 | CurrentTaxYearAmt |
| Total | $406,533,111 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84,611,711 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,939,849 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $82,145,060 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $92,832,486 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $81,004,005 | CurrentTaxYearAmt |
| Total | $406,533,111 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $121,427,528 | SubstantialContributorsTotAmt |
| Public Support Total170 | $285,105,583 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,678,019 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$7,821,836 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$9,784,131 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$10,047,589 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$15,848,171 | CurrentTaxYearAmt |
| Total | -$40,823,708 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,026 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,382 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,630 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,490 | CurrentTaxYearAmt |
| Total | $222,703 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $365,932,106 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $30,135,837 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77910 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58470 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2016 AMOUNT: $ 92,026. 2017 AMOUNT: $ 28,175. 2018 AMOUNT: $ 41,382. 2019 AMOUNT: $ 33,630. 2020 AMOUNT: $ 27,490. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 2 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Vl EOY | $1,414,356 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $634,281,119 | BeginningYearBalanceAmt |
| Contributions | $24,586,234 | ContributionsAmt |
| Investment Earnings Or Losses | $217,717,115 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,179,307 | GrantsOrScholarshipsAmt |
| Other Expenditures | $36,968,700 | OtherExpendituresAmt |
| Administrative Expenses | $458,826 | AdministrativeExpensesAmt |
| End Year Balance | $842,336,249 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $572,315,257 | BeginningYearBalanceAmt |
| Contributions | $20,932,540 | ContributionsAmt |
| Investment Earnings Or Losses | $7,349,419 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,084,511 | GrantsOrScholarshipsAmt |
| Other Expenditures | $27,151,216 | OtherExpendituresAmt |
| Administrative Expenses | $536,017 | AdministrativeExpensesAmt |
| End Year Balance | $569,825,472 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $462,503,011 | BeginningYearBalanceAmt |
| Contributions | $101,652,478 | ContributionsAmt |
| Investment Earnings Or Losses | $36,065,641 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,945,235 | GrantsOrScholarshipsAmt |
| Other Expenditures | $23,841,554 | OtherExpendituresAmt |
| Administrative Expenses | $1,119,084 | AdministrativeExpensesAmt |
| End Year Balance | $572,315,257 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $418,015,926 | BeginningYearBalanceAmt |
| Contributions | $26,603,517 | ContributionsAmt |
| Investment Earnings Or Losses | $41,569,718 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,726,462 | GrantsOrScholarshipsAmt |
| Other Expenditures | $19,909,089 | OtherExpendituresAmt |
| Administrative Expenses | $1,050,599 | AdministrativeExpensesAmt |
| End Year Balance | $462,503,011 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $362,165,843 | BeginningYearBalanceAmt |
| Contributions | $22,169,286 | ContributionsAmt |
| Investment Earnings Or Losses | $56,420,085 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,510,065 | GrantsOrScholarshipsAmt |
| Other Expenditures | $17,820,860 | OtherExpendituresAmt |
| Administrative Expenses | $2,408,363 | AdministrativeExpensesAmt |
| End Year Balance | $418,015,926 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.46480 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.53120 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00400 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $783,150 | OtherCostOrOtherBasisAmt |
| Depreciation | $665,745 | DepreciationAmt |
| Book Value | $117,405 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,243,716 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,193,410 | DepreciationAmt |
| Book Value | $50,306 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4 | OtherCostOrOtherBasisAmt |
| Book Value | $4 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $167,715 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQUITIES | $906,986,816 | F |
| OTHER LONG-TERM INVESTMENTS | $182,949,043 | F |
| OTHER SHORT-TERM INVESTMETNS | $3,146 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,089,939,005 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO OHSU | $7,410,881 |
| LIAB. FOR LIFE INCOME AGRMT. | $23,491,648 |
| DUE TO OTHER INSTITUTIONS | $3,122,188 |
| LEASE INCENTIVES | $11,796 |
| DEFERRED INFLOWS | $39,086,929 |
| OTHER LIABILITIES | $151,325 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $73,274,767 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $366,358,360 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $262,648,497 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $262,648,497 | RevenueNotReportedAmt |
| Revenue Subtotal | $103,709,863 | RevenueSubtotalAmt |
| Other Revenues Not Included | $3,977,835 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,977,835 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $107,687,698 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $114,662,613 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $114,662,613 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | -$910,141 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,977,835 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,067,694 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $117,730,307 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | AN ENDOWED FUND MAY SUPPORT A SPECIFIC OREGON HEALTH AND SCIENCE UNIVERSITY SCHOOL, DEPARTMENT, RESEARCH INSTITUTE OR PROGRAM. IT ALSO MAY SUPPORT SPECIFIC PEOPLE OR PURPOSES SUCH AS A FACULTY PROFESSORSHIP OR CHAIR, SCHOLARSHIP OR FELLOWSHIP, RESEARCH ACTIVITY, VISITING LECTURER OR PATIENT CARE. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RECLASS SPECIAL EVENT EXPENSE -245,504. RECLASS DCHF REIMBURSEMENT 1,207,784. RECLASS INVESTMENT EXPENSE 910,141. RECLASS OTHER NONOPERATING EXPENSE 2,105,414. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RECLASS SPECIAL EVENT EXPENSE -245,504. RECLASS DCHF REIMBURSEMENT 1,207,784. RECLASS INVESTMENT EXPENSE 910,141. RECLASS OTHER NONOPERATING EXPENSE 2,105,414. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FREESTYLE | Event1Nm |
| Gross Receipts Event1 | $1,281,056 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,253,566 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $27,490 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $5,574 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $239,931 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,281,056 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,253,566 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $27,490 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $5,574 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $239,931 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $245,505 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$218,015 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||||
| 3181 SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | OREGON STATE | $55,067,929 | $2,282 | FMV | SUPPLIES | RESEARCH |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||||
| 3181 SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | OREGON STATE | $12,314,127 | $43,010 | FMV | SUPPLIES | ACADEMIC SUPPORT |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||||
| 3181 SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | OREGON STATE | $3,679,165 | $930 | FMV | SUPPLIES | INSTRUCTION |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||||
| 3181 SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | OREGON STATE | $1,933,127 | $22,379 | FMV | SUPPLIES | INSTITUTIONAL SUPPORT |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||||
| 3181 SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | OREGON STATE | $3,858,512 | $16,000 | FMV | SUPPLIES | PUBLIC SERVICE |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||||
| 3181 SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | OREGON STATE | $9,400,693 | $0 | FMV | MATERIALS | CAPITAL PROJECTS AND PLANNING |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||||
| 3181 SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | OREGON STATE | $2,970,953 | $0 | FMV | N/A | STUDENT AID |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||||
| 3181 SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | OREGON STATE | $5,726,645 | $39,403 | FMV | SUPPLIES | CLINICAL SUPPORT |
| PROVIDENCE - ST VINCENTS | ||||||||||
| 9205 SW BARNES RD | PORTLAND | OR | 97225 | 930575982 | 501(C)(3) | $30,670 | $0 | N/A | N/A | RESEARCH |
| FRIENDS OF ZENGER FARM | ||||||||||
| 11741 SE FOSTER RD | PORTLAND | OR | 97266 | 931269630 | 501(C)(3) | $25,075 | $0 | N/A | N/A | RESEARCH |
| SUSAN THOMPSON BUFFETT FOUNDATION | ||||||||||
| 808 CONAGRA DRIVE SUITE 300 | OMAHA | NE | 68102 | 476032365 | 501(C)(3) | $13,875 | $0 | N/A | N/A | RESEARCH |
| SKY LAKES MEDICAL CENTER | ||||||||||
| 2865 DAGGETT AVE | KLAMAH | OR | 97601 | 930508781 | 501(C)(3) | $4,017,019 | $0 | N/A | N/A | RESEARCH |
| AAEP FOUNDATION INC | ||||||||||
| 4033 IRON WORKS PARKWAY | LEXINGTON | KY | 40511 | 611259683 | 501(C)(3) | $437,219 | $0 | N/A | N/A | RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TRANSFERS ARE MADE TO OREGON HEALTH AND SCIENCE UNIVERSITY (OHSU) AND UNRELATED PARTIES BASED ON THESE ENTITIES PROVIDING AUTHORIZED DOCUMENTATION OF SATISFACTION OF DONORS' INTENT. AUTHORIZATION IS CONTROLLED AND LIMITED TO SELECT INDIVIDUALS WITH THE KNOWLEDGE AND RESPONSIBILITY OF ENSURING THE TRANSFERS ARE MADE IN ACCORDANCE WITH DONOR INTENT. DOCUMENTATION CAN INCLUDE PROVIDING LABOR, EQUIPMENT, AND CONSTRUCTION REPORTS PRODUCED THAT SUBSTANTIATE SALARY EXPENSES, EQUIPMENT PURCHASES, AND CONSTRUCTION COSTS INCURRED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANNY O JACOBS MD MPH FACS | ||||||||||||||
| DIRECTOR | $0 | $1,077,617 | $0 | $102,290 | $0 | $48,930 | $0 | $0 | $0 | $63 | $0 | $1,228,900 | $0 | $0 |
| MATT MCNAIR | ||||||||||||||
| PRESIDENT | $542,038 | $0 | $149,071 | $0 | $27,200 | $0 | $67,800 | $0 | $36,816 | $0 | $822,925 | $0 | $0 | $0 |
| DONDI CUPP | ||||||||||||||
| SENIOR VP OF DEVELOPMENT | $395,141 | $0 | $0 | $0 | $22,306 | $0 | $0 | $0 | $24,342 | $0 | $441,789 | $0 | $0 | $0 |
| TARA SIMS | ||||||||||||||
| CFO - VP FINANCE | $235,239 | $0 | $20,000 | $0 | $22,204 | $0 | $31,318 | $0 | $22,558 | $0 | $331,319 | $0 | $0 | $0 |
| JOSHUA GEHRIG | ||||||||||||||
| DIRECTOR OF FINANCE | $168,229 | $0 | $5,448 | $0 | $1,533 | $0 | $22,012 | $0 | $37,673 | $0 | $234,895 | $0 | $0 | $0 |
| SARAH NEVUE | ||||||||||||||
| SENIOR DIRECTOR OF DEVELOPMENT | $175,511 | $0 | $2,000 | $0 | $3,472 | $0 | $22,210 | $0 | $29,732 | $0 | $232,925 | $0 | $0 | $0 |
| REBECCA DEBO | ||||||||||||||
| AVP OF DEVELOPMENT | $181,202 | $0 | $0 | $0 | $1,565 | $0 | $22,438 | $0 | $27,357 | $0 | $232,562 | $0 | $0 | $0 |
| EDGAR GONZALEZ | ||||||||||||||
| AVP OF DEVELOPMENT | $182,699 | $0 | $0 | $0 | $1,342 | $0 | $0 | $0 | $35,402 | $0 | $219,443 | $0 | $0 | $0 |
| ALEX EVANS | ||||||||||||||
| SENIOR DIRECTOR OF DEVELOPMENT | $153,026 | $0 | $0 | $0 | $1,324 | $0 | $20,037 | $0 | $41,041 | $0 | $215,428 | $0 | $0 | $0 |
| AMANDA HOSKINS | ||||||||||||||
| AVP OF ADVANCEMENT SERVICES | $153,692 | $0 | $0 | $0 | $1,153 | $0 | $9,608 | $0 | $32,395 | $0 | $196,848 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINES 4A-B | FormAndLineReferenceDesc |
| Explanation | MATT MCNAIR, PRESIDENT, RECEIVED $19,000 IN DEFERRED COMPENSATION UNDER SECTION 457(B) DURING 2020. THIS COMPENSATION IS INCLUDED IN THE COMPENSATION REPORTED IN PART II. DONDI CUPP, SENIOR VICE PRESIDENT OF DEVELOPMENT, RECEIVED $19,000 IN DEFERRED COMPENSATION UNDER SECTION 457(B) DURING 2020. THIS COMPENSATION IS INCLUDED IN THE COMPENSATION REPORTED IN PART II. TARA SIMS, CFO - VICE PRESIDENT OF FINANCE, RECEIVED $19,000 IN DEFERRED COMPENSATION UNDER SECTION 457(B) DURING 2020. THIS COMPENSATION IS INCLUDED IN THE COMPENSATION REPORTED IN PART II. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANDARD INSURANCE COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | THE PRESIDENT, GREG NESS, IS A MEMBER OF THE OHSU FOUNDATION | RelationshipDescriptionTxt |
| Transaction | $2,196,407 | TransactionAmt |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,360 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $50,951 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 100 | ContributionCnt |
| Noncash Contributions Rpt F990 | $12,942,702 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE MARKET | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $375,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,100 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $31,002 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,350 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | VARIOUS | Desc |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $30,316 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE ORGANIZATION IS REPORTING A COMBINATION OF METHODS - THE NUMBER OF CONTRIBUTIONS AND THE NUMBER OF ITEMS RECEIVED. |
| PART I, LINE 32B: | THE ORGANIZATION PARTNERS WITH VOLUNTEERS OF AMERICA FOR THE COLLECTION AND SALE OF GIFTS OF AUTOMOBILES. THE ORGANIZATION ALSO ENGAGES THE SERVICES OF REAL ESTATE AGENTS WHEN SELLING GIFTS OF REAL PROPERTY. THE ORGANIZATION USES STOCK BROKERS TO PROCESS AND SELL SECURITIES. THE SERVICES OF MARKETING FIRMS IN THE SOLICITATION OF PLANNED GIFTS ARE ALSO USED. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7B | OHSU'S PRESIDENT HAS THE POWER TO APPROVE DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE VP - CHIEF FINANCIAL OFFICER REVIEWS THE FINAL FORM 990, WHICH IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM FROM WORKPAPERS PREPARED BY FOUNDATION STAFF. THE FORM 990 IS THEN PROVIDED TO THE FOUNDATION FINANCE AND AUDIT COMMITTEE. THE FINANCE AND AUDIT COMMITTEE REVIEWS AND APPROVES THE DRAFT FORM. THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES. THE VP - CHIEF FINANCIAL OFFICER REVIEWS AND SIGNS THE RETURN BEFORE IT IS FILED. TO PROTECT THE PRIVACY OF OUR DONORS, SCHEDULE B IS REDACTED FROM THE DRAFT 990 THAT IS REVIEWED BY THE FINANCE AND AUDIT COMMITTEE AND PROVIDED TO THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE AND STATEMENT ARE PROVIDED TO EACH COVERED PERSON TO DISCLOSE ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. COVERED PERSONS INCLUDE ANY CURRENT AND FORMER OFFICER, TRUSTEE, DIRECTOR, MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS, HIGHEST COMPENSATED EMPLOYEES, OR KEY EMPLOYEE, ANY OF WHOM HELD THE NAMED POSITION WITHIN FIVE YEARS FROM THE DATE THE POSITION TERMINATED. EACH RESPONDENT IS ASKED TO SIGN A DISCLOSURE STATEMENT WHICH AFFIRMS THAT THEY RECEIVED A COPY OF THE POLICY, HAVE READ AND UNDERSTAND THE POLICY, HAVE AGREED TO COMPLY WITH THE POLICY, AND HAVE RESPONDED TO THE QUESTIONNAIRE TO THE BEST OF THEIR ABILITY. THE COMPLETED QUESTIONNAIRE WILL BE PROVIDED TO THE EXECUTIVE COMMITTEE PRIOR TO JUNE 30 OF EACH YEAR. AFTER REVIEWING THE DISCLOSURE STATEMENTS AS WELL AS ANY OTHER POTENTIAL OR REAL CONFLICTS OF INTEREST THAT ARE IDENTIFIED, THE EXECUTIVE COMMITTEE SHALL NOTIFY THE OHSU FOUNDATION VICE-PRESIDENT-CHIEF FINANCIAL OFFICER OF ANY POSITIVE RESPONSES TO ANY QUESTIONS ON THE DISCLOSURE STATEMENT; AND WILL FOLLOW UP WITH RESPECT TO ANY OTHER DISCLOSURES THAT INDICATE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST. THIS MAY INCLUDE, BUT IS NOT LIMITED TO, ASKING THE PERSON NOT TO PARTICIPATE IN RELATED DECISIONS OR RECOMMENDING APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION TO THE FOUNDATION PRESIDENT AND/OR CHAIRMAN OF THE BOARD OF TRUSTEES FOR THE OHSU FOUNDATION. AS POTENTIAL CONFLICTS OF INTEREST ARE IDENTIFIED THROUGHOUT THE COURSE OF A YEAR, EACH RESPONDENT HAS AN OBLIGATION TO ADVISE THE EXECUTIVE COMMITTEE IN WRITING OF THE EXISTANCE OF ANY SUCH REAL OR POTENTIAL CONFLICT OF INTEREST. A RESPONDENT MAY MAKE A PRESENTATION AT THE EXECUTIVE COMMITTEE MEETING, BUT AFTER SUCH PRESENTATION, HE OR SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT CREATES THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST. THE EXECUTIVE COMMITTEE SHALL DETERMINE TO ITS SATISFACTION WHETHER THE FOUNDATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO AN ACTUAL OF POTENTIAL CONFLICT OF INTEREST, THE EXECUTIVE COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED COMMITTEE MEMBERS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE FOUNDATION'S BEST INTEREST AND WHETHER THE TRANSACTION IS FAIR TO THE FOUNDATION, AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. THE EXECUTIVE COMMITTEE WILL INFORM THE RESPONDENT, IN WRITING, OF ITS DECISION. IF THE EXECUTIVE COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A RESPONDENT HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL INFORM THE RESPONDENT OF THE BASIS FOR SUCH BELIEF AND AFFORD THE RESPONDENT AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE RESPONDENT AND MAKING FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE EXECUTIVE COMMITTEE DETERMINES THAT THE RESPONDENT HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL RECOMMEND APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION TO THE FOUNDATION PRESIDENT AND/OR THE CHAIRMAN OF THE BOARD OF TRUSTEES FOR THE OHSU FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS OF DETERMINING THE COMPENSATION: 1. REVIEW AND APPROVAL BY A GOVERNING BODY: A COMPENSATION COMMITTEE IS COMPOSED OF REPRESENTATIVES OF THE OHSU FOUNDATION BOARD OF TRUSTEES WITH MEMBERS TO INCLUDE BUT NOT LIMITED TO THE BOARD CHAIR, IMMEDIATE PAST CHAIR, AND FINANCE CHAIR. IF THERE ARE CHANGES TO THE MERIT BUDGET FROM THE PREVIOUS YEAR, THE COMPENSATION COMMITTEE REVIEWS THE DOCUMENTATION FOR APPROVAL PRIOR TO THE PRESENTATION OF THE BUDGET AT THE JUNE BOARD MEETING. THE COMPENSATION COMMITTEE ONLY APPROVES THE COMPENSATION OF SENIOR LEADERSHIP. 2. USE OF DATA AS TO COMPARABLE COMPENSATION: FOR EACH POSITION SUBJECT TO REVIEW, COMPARABILITY DATA IS GATHERED FROM ANY OF THE FOLLOWING SOURCES: INDUSTRY SURVEYS, DOCUMENTED COMPENSATION OF PERSONS HOLDING SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS, EXPERT COMPENSATION STUDIES, OR OTHER COMPARABLE DATA. FOR EACH TIME THERE IS A MATERIAL CHANGE TO THE SALARY RANGE OR COMPENSATION PACKAGE OF THE AFFECTED POSITION AND/OR PERSON IN THAT POSITION, NEW DATA IS GATHERED AND NEW DOCUMENTATION IS CREATED. 3. CONTEMPORANEOUS DOCUMENTATION REGARDING DECISIONS: ALL DOCUMENTATION ON FINAL DECISIONS, INCLUDING DELIBERATIONS, MADE BY THE COMPENSATION COMMITTEE IS KEPT ON RECORD IN THE OHSU FOUNDATION HUMAN RESOURCES DEPARTMENT. IN CASES WHERE THERE IS A HIRING DECISION OF THE PRESIDENT, THE EXECUTIVE COMMITTEE IS CONVENED WHICH INCLUDES ALL MEMBERS OF THE COMPENSATION COMMITTEE. THIS PROCESS WAS LAST UNDERTAKEN FOR THE HIRING OF THE NEW PRESIDENT IN WINTER 2019. |
| FORM 990, PART VI, SECTION C, LINE 19 | OTHER ORG. DOCUMENTS PUBLICLY AVAILABLE WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTERST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, LIMITED INFORMATION ON THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE FOUNDATION'S WEBSITE INCLUDING THE AUDITED FINANCIAL STATEMENTS. THIS INFORMATION IS NOT READILY AVAILABLE FOR THE GENERAL PUBLIC AND REQUESTS FOR THIS INFORMATION ARE ASSESSED ON A CASE BY CASE BASIS BY THE RELEVANT FOUNDATION EMPLOYEE BEFORE DISCLOSURE. |
| FORM 990, PART XI, LINE 9: | NET ASSETS TRANSFERRED IN FROM DCHF AS A RESULT OF IT'S MERGER TO OHSUF 97,619,515. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHSUF PROPERTIES I LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 SW 4TH AVENUE SUITE 900 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | REAL PROPERTY | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHSUF | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| OREGON HEALTH AND SCIENCE UNIVERSITY | ||||||||||
| 3181 SAM JACKSON PARK ROAD | PORTLAND | OR | 97239 | 931176109 | HOSPITAL/UNIVERSITY | OR | N/A | 0 | ||
| OREGON RURAL HEALTH INITIATIVE | ||||||||||
| 2020 SW 4TH AVENUE SUITE 900 | PORTLAND | OR | 97201 | 814624043 | FUNDRAISING | OR | N/A | 0 | 501(C)(3) | LINE 12A, I |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| CHARITABLE REMAINDER TRUST (31) | |||
| CHARITABLE REMAINDER TRUST | OR | OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION | 0 |
| CHARITABLE REMAINDER TRUST (1) | |||
| CHARITABLE REMAINDER TRUST | NC | JUNE H RITCHEY | 0 |
| CHARITABLE REMAINDER TRUST (1) | |||
| CHARITABLE REMAINDER TRUST | OR | DAVID S STONER | 0 |
| CHARITABLE LEAD TRUST (2) | |||
| CHARITABLE LEAD TRUST | OR | OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| OREGON HEALTH & SCIENCE UNIVERSITY | ||
| B | $101,860,698 | CASH PAID |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||
| O | $543,731 | CASH PAID |
| DOERNBECHER CHILDREN'S HOSPITAL FOUNDATION | ||
| Q | $1,207,784 | WRITTEN AGREEMENT |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||
| R | $275,000 | CASH PAID |