2020-01-27T14:58:59-07:00 2019-06-30 990 2018-07-01 930401259 UNIVERSITY OF PORTLAND UNIV 5039437337 5000 N Willamette Blvd Portland OR 972035798 Alan P Timmins VP for Financial Affairs 5039437507 2020-01-28 64.251.253.93 2018 2020-09-23 17:36:50Z Rev Mark Poorman CSC 5000 N Willamette Blvd Portland OR 972035798 244809403 0 X www.up.edu X 1935 OR The University of Portland, an independently governed Catholic university guided by the Congregation of Holy Cross, addresses significant questions of human concern through interdisciplinary studies of the arts, sciences, and humanities and through studies in majors and professional programs at the undergraduate and graduate levels. As a diverse community of scholars dedicated to excellence and innovation, we pursue teaching and learning, faith and formation, leadership and service in the classroom, residence halls, and all activities of campus life. Because we value the development of the entire person, the university honors faith and reason as ways of knowing, promotes ethical reflection, and prepares people who respond to the needs of the world and its human family. 54 32 3190 52 180344 1935 36885375 18102464 220773520 223303520 1581098 1711125 22666 -540 259262659 243116569 85440495 88790447 0 0 78121967 82977046 0 0 2546943 57583774 58423857 221146236 230191350 38116423 12925219 588649619 613041443 117845738 113376806 470803881 499664637 The University of Portland, an independently governed Catholic university guided by the Congregation of Holy Cross, addresses significant questions of human concern through interdisciplinary studies of the arts, sciences, and humanities and through studies in majors and professional programs at the undergraduate and graduate levels. As a diverse community of scholars dedicated to excellence and innovation, we pursue teaching and learning, faith and formation, leadership and service in the classroom, residence halls, and all activities of campus life. Because we value the development of the entire person, the university honors faith and reason as ways of knowing, promotes ethical reflection, and prepares people who respond to the needs of the world and its human family. 0 0 150640776 86344291 189162825 Post-secondary Education: The primary mission of the University of Portland is education. 4,254 undergraduate and graduate students were enrolled in 2018-19 in the College of Arts and Sciences, Pamplin School of Business Administration, School of Education, School of Nursing, and Shiley School of Engineering. The University has been repeatedly recognized as one of the top ten master's universities in the west. An integral part of our mission is the provision of student financial aid to help students pursue their education. A high-quality, personalized education at the University of Portland is an investment in each student's future success. We recognize that some students and their families may need assistance to meet some of their college costs, and we strive to help fill the gap between the cost of attendance and funds available to each student. We connect students with a wide range of internal and external funding options, but the expenses included in this category reflect scholarships and grants through institutional funds, annual and endowed gifts, and matching of government funds. 57228718 2361267 31626512 Extracurricular Programs, Student Services and Campus Life: The University of Portland recognizes that an education should develop the entire person and accordingly maintains diverse and comprehensive extracurricular programs on campus. Expenses and revenues listed above include residence halls, dining, NCAA Division I athletics, International Student Services, Health and Career Services, Admissions, Registrar, Student Government and Activities, Financial Aid, and Intramurals. 0 0 0 There are no significant additional programs. 0 0 0 207869494 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 1 1 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 1 1 1 0 0 1 446 0 1 3190 1 1 1 1 AU 0 0 0 1 1 0 0 0 0 0 0 X 54 32 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 1 1 0 OR X X Alan P Timmins 5039437507 5000 N Willamette Blvd Portland OR 972035798 Thomas D Arndorfer Trustee 1 0 X 0 0 0 Richard S Baek Trustee 1 0 X 0 0 0 Patrick E Becker Jr Trustee 1 0 X 0 0 0 Ralph G Bliquez Trustee 1 0 X 0 0 0 Mary R Boyle Trustee 1 0 X 0 0 0 Nancy K Bryant Trustee 1 0 X 0 0 0 Annie T Buell Trustee 1 0 X 0 0 0 Cheryl L Cebula Trustee 1 0 X 0 0 0 Matthew W Chapman Trustee 1 0 X 0 0 0 Kevin M Cooper Trustee 1 0 X 0 0 0 Catherine David Buley Trustee 1 0 X 0 0 0 Dolly Duffy Trustee 1 0 X 0 0 0 Frank D Dulcich Trustee 1 0 X 0 0 0 Amy K Dundon-Berchtold Trustee 1 0 X 0 0 0 Rev James K Foster CSC Trustee 1 0 X 0 0 0 Mark B Ganz Trustee 1 0 X 0 0 0 Mike Golub Trustee 1 0 X 0 0 0 Rev David L Guffey CSC Trustee 1 0 X 0 0 0 Tom Hoban Trustee 1 0 X 0 0 0 Edward C Hostmann Trustee 1 0 X 0 0 0 Rev Peter A Jarret CSC Trustee 1 0 X 0 0 0 Patricia K Johnson Trustee 1 0 X 0 0 0 Fred H Jonske Trustee 1 0 X 0 0 0 Kasey C Keller Trustee 1 0 X 0 0 0 Patrick H Kessi Trustee 1 0 X 0 0 0 Jason W Lesh Trustee 1 0 X 0 0 0 Rev William M Lies CSC Trustee 1 0 X 0 0 0 Rev Edward A Malloy CSC Trustee 1 0 X 0 0 0 John S Marick Trustee 1 0 X 0 0 0 Rev Charles F McCoy CSC Trustee 40 0 X 66141 0 30314 Kyle A McDonnell Trustee 1 0 X 0 0 0 Ralph Miller Trustee 1 0 X 0 0 0 Timothy J Morgan Trustee 1 0 X 0 0 0 James P Murphy Trustee 1 0 X 0 0 0 Michael E Nelson Trustee 1 0 X 0 0 0 Rev Mark L Poorman CSC President 40 0 X X 421509 0 80030 James T Price Sr Trustee 1 0 X 0 0 0 Rev Patrick E Reidy CSC Trustee 1 0 X 0 0 0 Larree M Renda Trustee 1 0 X 0 0 0 Don V Romanaggi MD Trustee 1 0 X 0 0 0 Rev John J Ryan CSC Trustee 1 0 X 0 0 0 Stephen L Shepard Trustee 1 0 X 0 0 0 Darlene V Shiley Trustee 1 0 X 0 0 0 Edwin A Sweo Trustee 1 0 X 0 0 0 Kay D Toran Trustee 1 0 X 0 0 0 Georgia H Ullmann Trustee 1.5 0 X 3623 0 0 Darryl P Wong Trustee 1 0 X 0 0 0 Andrea M Barton VP and General Counsel 40 0 X 157811 0 1085 Sandy S Chung VP For Human Resources 40 0 X 152454 0 44232 John J Donato CSC VP For Student Affairs 40 0 X 163420 0 40887 Thomas G Greene Provost 40 0 X 246308 0 24705 Scott R Leykam VP For Athletics 40 0 X 230108 0 45216 Gerard J Olinger CSC VP For University Relations 40 0 X 120083 0 33551 James B Ravelli VP For University Operations 40 0 X 204732 0 25915 J Bryce Strang Sr Assoc VP for Development 40 0 X 184013 0 43667 Alan P Timmins VP For Financial Affairs 40 0 X 269753 0 28127 Robin D Anderson Dean - School of Business 40 0 X 255322 0 45998 Sharon A Jones Dean - School of Engineering 40 0 X 205531 0 24305 Casey R Shillam Dean - School of Nursing 40 0 X 156574 0 39134 John L Watzke Dean - School of Education 40 0 X 207860 0 41822 Gary L Malecha Dean - College of Arts and Sciences, Interim 40 0 X X 118485 0 26740 Bahram Adrangi Professor - Economics 40 0 X 177424 0 33625 Robert Cantu Assistant Men's Head Basketball Coach 40 0 X 160984 0 39097 Michelle A French Head Women's Soccer Coach 40 0 X 164413 0 8467 Terry Porter Head Men's Basketball Coach 40 0 X 444806 0 33124 Mojtaba B Takallou Assoc. Professor - Engineering 40 0 X 190048 0 44953 4301402 0 734994 91 1 1 0 Fortis Construction Inc 1705 SW Taylor St Ste 200 Portland OR 97205 Construction 16326247 Bon Appetit Management Co 100 Hamilton Ave Ste 400 Palo Alto CA 94301 Food Service 9987385 Bernhardt Golf 7340 SW Miller Hill Rd Beaverton OR 97007 Construction 2377041 McKinstry PO Box 3895 Seattle WA 981243895 Construction 1689901 Soderstrom Architects PC 1200 NW Naito Pkwy Ste 410 Portland OR 972092829 Architectural Services 1657041 60 0 0 98575 0 1382571 16621318 6875095 18102464 Tuition and Fees 611310 189162825 189162825 0 0 Room and Board 611310 27965252 27965252 0 0 Athletics 611310 2514183 2336888 177295 0 3661260 3228635 0 432625 223303520 340704 0 3049 337655 0 0 0 0 31249 0 0 31249 0 0 2979401 0 1608980 0 1370421 0 1370421 0 0 1370421 52065 98575 83854 -31789 0 -31789 0 243116569 222693600 180344 2140161 84889 84889 88705558 88705558 0 0 3716992 1590295 1873750 252947 57992392 43965898 12731431 1295063 4232772 3229096 915619 88057 11957769 6577237 5278184 102348 5077121 3762541 1189599 124981 412345 412345 94983 94983 32352 32352 17089693 13895377 3095461 98855 1275934 853687 275469 146778 4358831 2581008 1764266 13557 2035099 94390 1895030 45679 17471 17471 5507980 926656 4574392 6932 4063162 3572631 437950 52581 3870740 2446141 1121529 303070 3183945 3183945 9950319 9375652 574667 1523949 254002 1269947 Unrelated Business Income Taxes 2921 0 2921 0 Allocation of Indirect Expenses Reported in Col C 103208 17800271 -17765115 68052 Other Expenses 4900925 4952749 133 -51957 0 230191350 207869494 19774913 2546943 18726 28596 54735899 27016407 20427011 15854288 1288356 1448883 0 12250 0 0 6590120 6596403 0 0 1253152 1275638 406447456 110814726 262671602 295632730 12934466 10864309 226825000 252420000 0 0 0 0 1905287 1891939 588649619 613041443 12704581 11963566 0 0 7674159 7156866 90325473 88281189 0 0 263610 186848 0 0 0 0 6877915 5788337 117845738 113376806 X 229273384 245575187 144245143 152133000 97285354 101956450 470803881 499664637 588649619 613041443 X 12925219 15934419 0 0 0 1118 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 194396591 8432010 13702076 3754385 3649528 0 209126764 177642157 3467808 19934288 3551069 3096593 0 194396591 160883798 3680541 19055762 3285450 2692494 0 177642157 157888526 8848567 -674910 3041840 2136545 0 160883798 146971577 3194228 12058519 2722380 1613418 0 157888526 0.15 0.85 0 1 0 17984885 0 17984885 256931966 0 63094469 193837497 0 0 0 0 53450352 0 30829222 22621130 78080253 0 16891035 61189218 295632730 0 0 Beneficial Interest in Assets Held by Others 251932000 F Private Equity Investments 488000 F 252420000 0 Annuities Payable 3457739 Advances from Federal Government for Student Loans 2330598 5788337 X 171110888 15934419 298350 0 83105 16315874 154795014 0 88321555 88321555 243116569 142251250 298350 0 0 83105 381455 141869795 0 88321555 88321555 230191350 Schedule D, Part V, Line 3a(i) The University invests most of its endowment with a religious affiliate that shares the University's Catholic ministry and education mission. These assets are held in the affiliate's endowment and are invested for the University's benefit. Schedule D, Part V, Line 4 The endowment supports a wide spectrum of campus life including student scholarships, faculty development efforts, the library, and a variety of other academic and student service programs. Schedule D, Part X, Line 2 The University recognizes interest accrued and penalties related to unrecognized tax benefits in administrative expense. During the years ended June 30, 2018 and 2017, the University recognized no interest and penalties. There were no unrecognized tax benefits at June 30, 2019 or 2018. The University files an exempt organization income tax return and an unrelated business income tax return in the U.S. federal jurisdiction. The appropriate state and local returns are also filed for any unrelated business income. Schedule D, Part XI, Line 2d Other reconciling items represent fundraising expenses included in Part VIII ($83,854) and rounding. Schedule D, Part XI, Line 4b Scholarships of $88,321,555 are included in the University's financial statements as contra-revenue. They are treated as expenses in the Form 990. Schedule D, Part XII, Line 2d Other reconciling items represent fundraising expenses included in Part VIII ($83,854) and rounding. Schedule D, Part XII, Line 4b Scholarships of $88,321,555 are included in the University's financial statements as contra-revenue. They are treated as expenses in the Form 990. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 To supplement its nondiscriminatory practices, the University publishes an advertisement of its nondiscriminatory policy in the primary regional newspaper annually. The policy is featured on the University's website and in all public communications as described in line 2. Schedule E, Part I, Line 6 University of Portland participates in a variety of federal and state student grant aid programs: Pell Grants, Academic Competitiveness Grants, SMART Grants, Supplemental Educational Opportunity Grants and Oregon Opportunity Grants. Europe (including Iceland and Greenland) 1 5 Program Services Study abroad programming. 2424135 North America (including Canada and Mexico, but not the United States) 0 3 Program Services Study abroad programming. 51786 East Asia and the Pacific 0 1 Program Services Study abroad programming. 683291 South America 0 0 Program Services Study abroad programming. 76286 1 9 3235498 1 0 1 1 1 0 Invitational Golf Tourn 84800 61700 23100 0 6011 24115 194 0 7569 Baseball Golf Tourn 7275 3321 3954 0 0 5920 207 0 122 1 58565 33554 25011 0 1618 17584 12477 0 8037 150640 98575 52065 0 7629 47619 12878 0 15728 83854 -31789 1 Holy Cross Mission Center PO Box 543 Notre Dame IN 465560543 144426455 501(c)(3) 11316 0 General Support 1 0 Scholarships from institutional funds for tuition, fees, and room & board 4016 83590237 0 Scholarships from annual donations for tuition, fees, and room & board 270 754503 0 Scholarships from endowed donations for tuition, fees, and room & board 697 3785681 0 Scholarships from institutional match of government funds for tuition, fees, and room & board 296 575137 0 Schedule I, Part I, Line 2 Scholarships and Grants are distributed to students by posting the funds directly to their student accounts to offset charges for tuition, fees, and room and board. Any remaining credit is refunded to the student via check or direct deposit for use in purchasing books, housing, food, etc. Contributions to exempt organizations that further the University's exempt purpose require approval of a Vice President. X X X X 1 1 X X X 0 0 0 0 0 0 0 0 0 Rev Mark L Poorman CSC President 365500 0 0 0 56009 0 31377 0 48652 0 501538 0 0 0 Terry Porter Head Men's Basketball Coach 425000 0 8500 0 11432 0 30250 0 2748 0 477930 0 0 0 Robin D Anderson Dean - School of Business 254238 0 0 0 5161 0 28285 0 13635 0 301319 0 0 0 Alan P Timmins VP For Financial Affairs 236987 0 0 0 33120 0 26069 0 1704 0 297880 0 0 0 Scott R Leykam VP For Athletics 204700 0 0 0 30180 0 22517 0 17927 0 275324 0 0 0 Thomas G Greene Provost 216863 0 0 0 28209 0 24173 0 1767 0 271012 0 0 0 John L Watzke Dean - School of Education 183370 0 0 0 27938 0 20171 0 18203 0 249682 0 0 0 Mojtaba B Takallou Assoc. Professor - Engineering 103934 0 0 0 91735 0 21524 0 17808 0 235001 0 0 0 James B Ravelli VP For University Operations 203685 0 0 0 3560 0 22405 0 996 0 230646 0 0 0 Sharon A Jones Dean - School of Engineering 202045 0 0 0 3732 0 22225 0 1834 0 229836 0 0 0 J Bryce Strang Sr Assoc VP for Development 188048 0 0 0 5575 0 20685 0 13372 0 227680 0 0 0 Bahram Adrangi Professor - Economics 173858 0 0 0 4833 0 19403 0 13314 0 211408 0 0 0 John J Donato CSC VP For Student Affairs 159570 0 0 0 3850 0 17553 0 23334 0 204307 0 0 0 Robert Cantu Assistant Men's Head Basketball Coach 158750 0 0 0 5760 0 17463 0 18109 0 200082 0 0 0 Sandy S Chung VP For Human Resources 160500 0 0 0 480 0 17655 0 18051 0 196686 0 0 0 Casey R Shillam Dean - School of Nursing 159590 0 0 0 480 0 17555 0 18083 0 195708 0 0 0 Michelle A French Head Women's Soccer Coach 148019 0 0 0 17520 0 0 0 7341 0 172880 0 0 0 Andrea M Barton VP and General Counsel 155907 0 0 0 1970 0 0 0 1019 0 158896 0 0 0 Gerard J Olinger CSC VP For University Relations 113233 0 0 0 6850 0 12456 0 21096 0 153635 0 0 0 Gary L Malecha Dean - College of Arts and Sciences, Interim 110556 0 0 0 10000 0 12161 0 12509 0 145226 0 0 0 Rev Charles F McCoy CSC Trustee 66141 0 0 0 0 0 7267 0 23046 0 96454 0 0 0 Schedule J, Part I, Line 1a First class travel is allowed only for flights exceeding 8 hours and with officer approval per written policy. Reimbursements for companion travel are only allowed with a bona fide business purpose and approval of an officer. University residences (on-campus) are only provided to University employees who are required to be available on campus at all hours and these residences include basic housekeeping services. Social/business association memberships are provided in limited circumstances with officer approval when required for development activities per written policy. While the University does not directly indemnify any individual with respect to taxes, it has in some circumstances increased employee salaries in amounts that may offset a portion of the employee's taxes related to taxable benefits, concurrent with the provision of those benefits. A State of Oregon-Oregon Facilities Authority 936001787 00068608J 2015-05-20 69645000 See Part VI 0 0 0 A 0 0 75168482 0 0 0 606991 0 0 25051346 49510145 0 2016 0 1 0 1 A 0 0 0 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 1 A 0 Schedule K, Part I, Column f-05/20/2015 69,645,000 State of Oregon Oregon Facilities Authority Description of purpose of tax-exempt bond: Building projects - $25,000,000; Bond issuance costs - $658,337; Refunding of 2007 issue - $49,510,145, (this includes a bond premium of $5,523,482). Mr Ralph Miller Regent Investment club seed money X 250000 186848 0 0 1 Michelle French Highest Compensated Employees Home loan program X 15000 12250 0 0 1 199098 Various Various 10000 Scholarship Education Christopher Greene Family member of Thomas Greene, Provost 36573 Employment 0 Walter E Nelson Co Business owner 298205 Industrial/custodial supplies 0 Schedule L, Part II Schedule L, Part II, line 1 - A loan of $250,000 was provided to the student's University of Portland Investment Association for purposes of investing/trading in equities, bonds and certain derivatives. This was established for the educational purpose of providing reality-based experience in investing and financial reporting to students at the University of Portland. Any loss exposure is assumed by the donor, limited to $250,000. X 1 75000 Appraisal X 18942 Retail price X 44 6760772 Market quote X 6 6 Default Value of $1 per Gift X Automobile Lease 2 6566 Retail price X Instructional Equipment 12 7525 Market rate X Gift certificates 16 6284 Retail price 2 0 1 1 Schedule M, Part I, Line 32b The University periodically uses realtors or auction houses to assist in the disposal of gifted real property. The University also uses licensed brokers to sell gift of marketable securities. Such sales occurred in the tax year. Form 990, Header, Line A Form 8868 Extension was approved for automatic 6 month extension to 5/15/2020. Form 990, Part VI, Section A, Line 7a The Bylaws grant the Congregation of Holy Cross the right to appoint up to nine board members. Form 990, Part VI, Section B, Line 11b The Audit Subcommittee reviewed and approved the filing, which was subsequently made available to the entire board at a meeting. A summary of Schedule B rather than the full Schedule was distributed to the Board and Audit Subcommittee to maintain donor confidentiality. Form 990, Part VI, Section B, Line 15 The salaries of all officers and key employees are reviewed by the Audit Subcommittee of the Board of Regents annually, most recently in April 2019. All salaries (except the Men's Head Basketball Coach) are compared to CUPA (College & University Personnel Association) benchmarks, 990 data from comparable institutions, and internal compensation history for the position. The Men's Head Basketball Coach and VP for Athletics salaries are compared with the counterpart salaries for teams in the West Coast Conference and internal compensation history for the position. Form 990, Part VI, Section C, Line 19 Financial statements are available on www.up.edu. Governing documents are available to the public upon request. Form 990, Part XI, Line 9 Rounding. Northwest Academic Computing Consortium Inc 3203 SE Woodstock Blvd Suite 326 Portland OR 97202 841172799 Foster academic technology OR 501(c)(3) 11 Type I N/A 0 Friends of Saturday Academy 5000 N Willamette Blvd Portland OR 97203 203770321 Education OR 501(c)(3) 9 University of Portland 1 Charitable remainder trust (10) 5000 N Willamette Blvd Portland OR 97203 Charitable trust OR N/A T 1 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 0 1 Friends of Saturday Academy a-iv 30000 Actual cash payment. Charitable remainder trust (10) s 3791627 Actual cash payment.