2021-01-14T10:53:56-06:00 2019-06-30 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2018-07-01 930634049 MARYLHURST UNIVERSITY MARY 5032270581 520 SW YAMHILL ST NO 500 PORTLAND OR 97204 CHARLES TERHUNE CHAIR 5032270581 2021-01-14 1 SANG AHN P00540880 5032270581 2018 2022-09-23 18:48:47Z CHARLES TERHUNE 520 SW YAMHILL ST NO 500 PORTLAND OR 97204 12754258 0 0982 X N/A X 1983 OR MARLYTHURST UNIVERSITY IS A CATHOLIC LIBERAL ARTS UNIVERSITY PROVIDING HIGHER EDUCATION THROUGH BOTH ON-CAMPUS AND ON-LINE EDUCATIONAL PROGRAMS. THE UNIVERSITY CLOSED AS OF DECEMBER 31, 2018 AND IS IN THE PROCESS OF DISSOLVING. X 7 7 291 7 0 0 998366 8599 9392521 792958 1782648 1539896 70437 88547 12243972 2430000 0 0 0 0 8960410 3709129 0 0 148111 6766030 2428233 15726440 6137362 -3482468 -3707362 35641653 3833812 4702658 360580 30938995 3473232 X MARYTHURST UNIVERSTY IS A CATHOLIC LIBERAL ARTS UNIVERSITY NATIONALLY RECOGNIZED FOR ITS DEDICATION TO EXCELLENCE IN THE EDUCATION OF SELF-DIRECTED ADULT LEARNERS SEEKING RELEVANT, RIGOROUS AND INNOVATIVEUNDERGRADUATE AND GRADUATE PROGRAMS.THE UNIVERSITY OFFERED ITS LAST CLASSES SUMMER TERM 2018, AND ALL EMPLOYEES OF THE UNIVERSITY HAVE MOVED ON AS OF DECEMBER 31. THE UNIVERSITY CLOSED AS OF DECEMBER 31, 2018. 0 0 3275256 794469 HIGHER EDUCATION STUDENT POPULATION: 146 UNDERGRADUATE STUDENTS AND 556 GRADUATE STUDENTS. HIGHER EDUCATION DEGREES GRANTED: 57 BACHELOR DEGREES AND 89 GRADUATE DEGREES. THE UNIVERSITY CLOSED AS OF DECEMBER 31, 2018. WITH OREGON DEPARTMENT OF JUSTICE'S APPROVAL THE UNIVERISTY TRANSFERRED FUNDS TO VARIOUS PUBLIC CHARITIES PER ORIGINAL DONORS DIRECTIONS. 3275256 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 364 0 291 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 OR X SANG AHN 5032270581 520 SW YAMHILL ST NO 500 PORTLAND OR 97204 CHARLES TERHUNE CHAIR 3.00 X X 0 0 0 BRENDA MELTEBEKE BEG 1119 VICE CHAIR 2.00 X X 0 0 0 KRISTIN STATHIS BEG 1119 SECRETARY 2.00 X X 0 0 0 SUE HILDICK END 123118 TRUSTEE 2.00 X 0 0 0 BILL BARR END 123118 TRUSTEE 2.00 X 0 0 0 KATHLEEN KEE TRUSTEE 2.00 X 0 0 0 ROSWITHA FRAWLEY END 123118 TRUSTEE 2.00 X 0 0 0 MELODY ROSE PRESIDENT 40.00 X 626184 0 12981 626184 0 12981 1 0 1 0 MILLER NASH 111 SW 5TH AVE SUITE 3400 PORTLAND OR 97204 LEGAL 245301 KPMG PO BOX 120922 DALLAS TX 75312 AUDIT 170100 2 8599 8599 TUITION 611310 745595 745595 RENT 532000 47363 47363 792958 36508 36508 11815196 10311808 1503388 1503388 1503388 13961 12450 1511 1511 MISCELLANEOUS 900099 87036 87036 87036 2430000 794469 0 1626932 X 493241 210031 261027 22183 2300750 1733774 510640 56336 98970 66633 28033 4304 583381 395748 166492 21141 232787 156726 65935 10126 132706 132706 205910 205910 49215 49215 661888 402834 255614 3440 3959 24 3935 236513 86415 131579 18519 132305 66345 62577 3383 65516 1923 63421 172 89435 69852 17813 1770 1591 1591 281475 31962 249513 198378 198378 BAD DEBT 261748 261748 SUPPLIES 86042 31437 47868 6737 EDUCATIONAL MATERIALS 21552 21552 6137362 3275256 2713995 148111 9091154 3511959 806914 9000 461747 1069 322547 320784 72318 0 291126 0 12602247 11984600 35641653 3833812 1267539 360580 179881 2105000 1150238 0 4702658 360580 X 18154685 3473232 3621401 0 9162909 0 30938995 3473232 35641653 3833812 X -3707362 -23758401 X 0 0 0 X 12305525 12305525 20529266 177132 1425277 738445 9087705 12305525 18979755 208574 2439683 994651 -7929 112024 20529266 23219905 478522 -3442412 1291389 -127616 112487 18979755 22250129 521539 1459832 881318 -3127 133404 23219905 0 PART V, LINE 4: THE MARYLHURST UNIVERSITY BOARD OF TRUSTEES ANNOUNCED IN MAY 2018 THAT THE UNIVERSITY WOULD CLOSE BY DECEMBER 31, 2018. THE UNIVERISTY GRANTED FUNDS TO VARIOUS PUBLIC CHARITIES PER THE ORIGINAL DONORS DIRECTIONS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 MARYLHURST UNIVERSITY RUNS A DISPLAY ADVERTISEMENT IN THE PORTLAND TRIBUNE EACH SPRING IN CONJUNCTION WITH THE RECRUITMENT FOR THE UPCOMING ACADEMIC YEAR. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY RECEIVES STUDENT FINANCIAL AID FROM STATE AND FEDERAL AGENCIES. X 0 1 X X X 1 0 0 0 0 0 0 0 0 MELODY ROSE PRESIDENT 319309 0 306875 0 0 0 4764 0 8217 0 639165 0 0 0 PART I, LINE 1A THE UNIVERSITY PAYS MEMBERSHIP DUES TO THE UNIVERSITY CLUB OF PORTLAND PART I, LINE 1B THE UNIVERSITY HAS STRONG POLICIES AND PROCEDURES ESTABLISHED IN THE UNIVERSITY ACCOUNTING DEPARTMENT AND A DEVELOPED PROCUREMENT POLICY. ALTHOUGH THERE ISN'T SPENDING POLICY WHICH ADDRESSES PAYMENT OF SOCIAL CLUB DUES FOR ITS OFFICERS, THERE ARE POLICIES AND PROCEDURES FOR ENSURING THAT EXPENDITURES ARE INCURRED FOR BUSINESS PURPOSES, THE MEMBERSHIP FEES ARE FOR BUSINESS AND THUS WERE PROPERLY AUTHORIZED AND PROCESSED IN THE UNIVERSITY ACCOUNTING DEPARTMENT. PART I, LINE 4A MELODY ROSE RECEIVED A SEVERANCE PAYMENT OF $306,875. CASH 2019-06-28 102541 931042868 ALL CLASSICAL PUBLIC MEDIA INC 211 SE CARUTHERS ST 200 PORTLAND OR 97214 501(C)(3) CASH 2019-02-01 5123 930233010 AMERICAN FEDERATION OF MUSICIANS LOCAL 99 325 NE 20TH AVE PORTLAND OR 97232 501(C)(3) CASH 2019-02-01 10245 462649265 BRAVO YOUTH ORCHESTRAS 8191 N LOMBARD ST STE 114 PORTLAND OR 97203 501(C)(3) CASH 2019-02-01 695946 943235649 CALDERA 224 NW 13TH AVENUE SUITE 304 PORTLAND OR 97209 501(C)(3) CASH 2019-02-01 25105 452255077 CALIFORNIA STATE UNIVERSITY AT SAN BERNARDINO 5500 UNIERSITY PARKWAY SAN BERNADINO CA 92407 501(C)(3) CASH 2019-06-05 1535060 931287554 DELASALLE NORTH CATHOLIC HIGH SCHOOL 7528 N FENWICK AVE PORTLAND OR 97217 501(C)(3) CASH 2019-09-28 15474 930386858 LEWIS & CLARK COLLEGE 615 S PALATINE HILL RD PORTLAND OR 97219 501(C)(3) CASH 2019-02-01 368042 930391586 LINFIELD COLLEGE 900 SE BAKER STREET MCMINNVILLE OR 97128 501(C)(3) CASH 2019-02-01 61472 455334313 MARYLHURST SYMPHONY 1199 CHERRY CIRCLE LAKE OSWEGO OR 97034 501(C)(3) CASH 2019-06-12 1386471 930386892 PACIFIC UNIVERSITY 2043 COLLEGE WAY FOREST GROVE OR 97116 501(C)(3) CASH 2019-06-12 828498 930391604 PORTLAND ART MUSEUM 1219 SW PARK AVENUE PORTLAND OR 97205 501(C)(3) CASH 2019-03-21 20247 930619733 PORTLAND STATE UNIVERSITY 1219 SW PARK AVENUE PORTLAND OR 97205 501(C)(3) CASH 2019-06-12 33510 420792429 ROMAN CATHOLIC DIOCESEHOLY FAMILY CATHOLIC SCHOOL OF BOISE 3005 W KATHLEEN AVENUE COEUR DALENE ID 83815 501(C)(3) CASH 2019-02-01 3266125 910564993 SAINT MARTIN'S UNIVERSITY 6000 ABBEY WAY SE LACEY WA 98503 501(C)(3) CASH 2019-02-01 1810185 141792676 SISTERS OF THE HOLY NAMES OF JESUS AND MARY PO BOX 411 MARYLHURST OR 97036 501(C)(3) CASH 2019-02-01 14129 930546642 ST FRANCIS CATHOLIC SCHOOL 15643 SW OREGON STREET SHERWOOD OR 97140 501(C)(3) CASH 2019-02-01 868415 930386918 ST MARY'S ACADEMY 1615 SW FIFTH AVE PORTLAND OR 97201 501(C)(3) CASH 2019-06-05 608733 931138741 THE JOE AND FRANCES NAUMES FAMILY FOUNDATION PO BOX 996 MEDFORD OR 97501 501(C)(3) CASH 2019-03-25 20501 930796059 THE PORTLAND FESTIVAL SYMPHONY PO BOX 585 PORTLAND OR 97207 501(C)(3) CASH 2019-02-01 984597 930401259 UNIVERSITY OF PORTLAND 5000 N WILLAMETTE BLVD PORTLAND OR 97203 501(C)(3) CASH 2019-06-28 24999 930236600 GONZAGA UNIVERSITY 502 E BOONE AVE SPOKANE WA 99258 501(C)(3) CASH 2019-01-28 3000 237083114 OREGON HEALTH AND SCIENCE UNIVERSITY 1121 SW SALMON ST 100 PORTLAND OR 972052021 501(C)(3) CASH 2019-02-01 32395 426094564 THE PEO FOUNDATION 3700 GRAND AVE DES MOINES IA 50312 501(C)(3) CASH 2019-02-01 3000 941156628 UNIVERSITY OF SAN FRANCISCO 2130 FULTON STREEY SAN FRANCISCO CA 941171080 501(C)(3) REAL AND PERSONAL PROPERTIES 2018-09-30 11034588 BOOK VALUE 141792676 SISTERS OF THE HOLY NAMES OF JESUS AND MARY PO BOX 411 MARYLHURST OR 97036 501(C)(3) 0 0 0 0 FORM 990, SCHEDULE N, PART II THE UNIVERSITY OFFERED ITS LAST CLASSES SUMMER TERM 2018, AND THE UNIVERSITY CLOSED AS OF DECEMBER 31, 2018. THE ORGANIZATION IS IN THE PROCESS OF DISSOLVING. ALL RESTRICTED ASSETS HAVE BEEN TRANSFERRED TO OTHER TAX EXEMPT ORGANZIATIONS IN ACCORDANCE WITH DONORS' INSTRUCTIONS AS WELL AS OREGON DEPARTMENT OF JUSTICE'S APPROVAL. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD CHAIR REVIEWS THE FORM 990 AFTER BEING PREPARED BY THE EXTERNAL CPA FIRM. THE FINAL FORM 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF TRUSTEES AFTER FILING THE RETURN WITH THE IRS. THE FORM 990 IS ELECTRONICALLY FILED. FORM 990, PART VI, SECTION B, LINE 12C KEY EMPLOYEES, OFFICERS AND TRUSTEES ANNUALLY REVIEW AND SIGN THE UNIVERSITY'S CONFLICT OF INTEREST DISCLOSURE FORM. THE BOARD OF TRUSTEES IS MADE AWARE OF ANY CONFLICTS OF INTEREST. THOSE WITH CONFLICTS OF INTEREST ARE TO REFRAIN FROM PARTICIPATING IN CONSIDERATION OF PROPOSED TRANSACTIONS UNLESS THE BOARD OR ADMINISTRATION REQUESTS INFORMATION OR INTERPRETATION, TRUSTEES OR OFFICERS WITH CONFLICTS SHALL NOT VOTE. AT THE REQUEST OF THE BOARD CHAIR, THE COVERED PERSON WITH A CONFLICT MAY BE ASKED TO LEAVE THE MEETING DURING DISCUSSION AND/OR VOTE. HUMAN RESOURCES AND THE PRESIDENT'S OFFICE MONITOR FOR COMPLIANCE FORM 990, PART VI, SECTION B, LINE 15A PRESIDENT'S COMPENSATION IS REVIEWED AND DETERMINED BY BOARD OF TRUSTEES BASED ON COMPARABLES. FORM 990, PART VI, SECTION C, LINE 19 WHILE TAX LAWS DO NOT MANDATE THAT THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE UNIVERSITY MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTORS: PROGRAM SERVICE EXPENSES 402,834. MANAGEMENT AND GENERAL EXPENSES 255,614. FUNDRAISING EXPENSES 3,440. TOTAL EXPENSES 661,888. FORM 990, PART XI, LINE 9: RESTRICTED ASSETS TRANSFERRED TO OTHER TAX EXEMPT ORGANIZATIONS -23,758,401.