GEORGE FOX UNIVERSITY: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE FOX UNIVERSITY (EIN 93-0386839)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-04-27
- IRS object ID
- 201831179349301458
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-27T16:02:45-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Adams LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW Broadway Ste 1200 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930386839 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | George Fox University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 5035388383 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 414 N Meridian Street | AddressLine1Txt |
| City | Newberg | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97132 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN E BAKER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5035388383 | PhoneNum |
| Signature | 2018-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Wendy Campos | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | PhoneNum |
| Preparation | 2018-04-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.7.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-04-25 | IPDt |
| IP Tm | 13:04:45 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1133A14FFAB8169331CEB935F8079429E4018A44 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Robin E Baker | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 414 N Meridian Street | AddressLine1Txt |
| City | Newberg | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $135,823,687 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.georgefox.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1891 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | George Fox University, a Christ centered community, prepares students spiritually, academically, and professionally to think with clarity, act with integrity, and serve with passion through both undergraduate and graduate educational programs of study for approximately 4,000 students. | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 2697 | TotalEmployeeCnt |
| Total Volunteers | 180 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,864,348 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,813,071 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $109,137,716 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $117,900,835 | CYProgramServiceRevenueAmt |
| PY Investment Income | $419,276 | PYInvestmentIncomeAmt |
| CY Investment Income | $470,041 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,700,160 | PYOtherRevenueAmt |
| CY Other Revenue | $1,269,646 | CYOtherRevenueAmt |
| PY Total Revenue | $116,121,500 | PYTotalRevenueAmt |
| CY Total Revenue | $128,453,593 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $31,424,988 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $34,655,749 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $48,553,564 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $52,120,527 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,257,987 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,483,056 | PYOtherExpensesAmt |
| CY Other Expenses | $27,946,752 | CYOtherExpensesAmt |
| PY Total Expenses | $105,461,608 | PYTotalExpensesAmt |
| CY Total Expenses | $114,723,028 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,659,892 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,730,565 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $147,994,878 | TotalAssetsBOYAmt |
| Total Assets EOY | $158,864,075 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $49,889,848 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $43,603,589 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $98,105,030 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $115,260,486 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | None | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $58,804,576 | ExpenseAmt |
| Grant | $34,406,791 | GrantAmt |
| Revenue | $80,319,123 | RevenueAmt |
| Desc | Quality undergraduate education in the humanities, sciences and professional studies, with more than 40 majors. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,297,929 | ExpenseAmt |
| Grant | $248,958 | GrantAmt |
| Revenue | $24,087,311 | RevenueAmt |
| Desc | Quality graduate education programs in the areas of psychology, counseling, physical therapy, education, business and seminary, including 5 seminary degrees, 12 masters and doctoral degrees, and Adult Degree completion education programs. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,185,905 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Athletic programs for Men and Women developing leadership and team-building skills, including baseball, softball, volleyball, basketball, track, cross country, soccer, golf and tennis (NCAA Division 3), and student life expenditures. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,784,480 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,269,646 | RevenueAmt |
| Desc | Admissions, housing, food service and management & general. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $16,784,480 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,269,646 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $97,072,890 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5152 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2697 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robin E Baker | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5035388383 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 414 N Meridian Street | AddressLine1Txt |
| City | Newberg | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97132 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Dave Green | |||||||
| Trustee Chair | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Deborah A Martin | |||||||
| Trustee Vice Chair | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| David Woolsey | |||||||
| Trustee Secretary | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| David Andersen | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Patricia Anderson | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Ken Beebe | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Carrie Lamm Bishop | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Don G Carter | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Dan Cammack | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Raymond Cheung | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| GORDON L CRISMAN | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Mike Delk | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Frank Engle Jr | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Keith G Galitz | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Scott Gratsinger | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Dale W Hadley | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Eric Hagen | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Estle Harlan | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Paula Kinney | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Jim Le Shana | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Heather Lewis | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Stanley D Morse | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Barbara D Palmer | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Brent Peterson | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Victor A Peterson | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Ken Redford | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Truman Stone | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Stephen M Tatone | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Kent L Thornburg | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Dave VandElinde | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Scott Winter | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Larry Bailey | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Stephen Gulley | |||||||
| trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Andrea Herling | |||||||
| trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Brent Kimberly | |||||||
| trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Carolyn Rayback | |||||||
| trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Lana Thurston | |||||||
| trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Theodore E Allen | |||||||
| Exec VP Chief Operating Officer | 60.00 | Yes (X) | $252,932 | $0 | $55,425 | ||
| Lynn E Andrews | |||||||
| VP for Advancement | 60.00 | Yes (X) | $156,364 | $0 | $25,944 | ||
| Robin E Baker | |||||||
| President | 60.00 | Yes (X) | $528,328 | $0 | $94,423 | ||
| Bradley Lau | |||||||
| VP for Student Life | 60.00 | Yes (X) | $121,291 | $0 | $55,903 | ||
| Linda L Samek | |||||||
| Provost | 60.00 | Yes (X) | $172,223 | $0 | $23,140 | ||
| Robert K Westervelt | |||||||
| Exec VP for Enrollment & M | 60.00 | Yes (X) | $156,956 | $0 | $24,472 | ||
| Robert Harder | |||||||
| Dean, College of Engineeri | 50.00 | $142,647 | $0 | $41,114 | Yes (X) | ||
| JEFFERY HOUCK | |||||||
| DIRECTOR OF RESEARCH, PROF | 50.00 | $120,316 | $0 | $21,529 | Yes (X) | ||
| Mary Peterson | |||||||
| Professor Clinical Psychol | 50.00 | $131,117 | $0 | $55,511 | Yes (X) | ||
| James Foster | |||||||
| Dean, Behavior Health Sciences | 50.00 | $125,978 | $0 | $7,282 | Yes (X) | ||
| William Headley | |||||||
| Professor, Educational Leadership | 50.00 | $115,819 | $0 | $22,144 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,023,971 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $426,887 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 33 | 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 |
|---|---|---|---|---|---|
| Andersen Construction Co Inc | |||||
| PO Box 6712 | Portland | OR | 97228 | CONSTRUCTION CONTRACTOR | $5,593,152 |
| BON APPETIT | |||||
| PO Box 417632 | Boston | MA | 022417632 | FOOD SERVICE | $3,392,935 |
| TODD CONSTRUCTION INC | |||||
| PO Box 949 | Tualatin | OR | 97062 | CONSTRUCTION CONTRACTOR | $1,668,220 |
| compunet inc | |||||
| PO Box 410802 | Salt Lake CIty | UT | 84141 | Collaboration Licensing | $339,667 |
| Bernhardt Golf | |||||
| 7340 SW Miller Hill Rd | Beaverton | OR | 970075459 | Turf Contractor | $269,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $641,276 | GovernmentGrantsAmt |
| All Other Contributions | $8,171,795 | AllOtherContributionsAmt |
| Noncash Contributions | $391,733 | NoncashContributionsAmt |
| Total Contributions | $8,813,071 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| STUDENT TUITION & FEES | 611600 | $104,406,434 | $104,406,434 | |
| AUXILIARY ENTERPRISES | 900099 | $13,494,401 | $13,494,401 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $117,900,835 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $582,154 | TotalRevenueColumnAmt |
| Exclusion | $582,154 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,257,981 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,016,416 | SecuritiesAmt |
| Other | $353,678 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $241,565 | SecuritiesAmt |
| Other | -$353,678 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$112,113 | TotalRevenueColumnAmt |
| Exclusion | -$112,113 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Activity Fees & Other | Desc |
| Business | 611310 | BusinessCd |
| Total Revenue Column | $1,269,646 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,269,646 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,269,646 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $128,453,593 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $105,676,080 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,964,442 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,655,749 | TotalAmt |
| Program Services | $34,655,749 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,562,941 | TotalAmt |
| Management And General | $1,562,941 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,976,562 | TotalAmt |
| Program Services | $31,132,869 | ProgramServicesAmt |
| Management And General | $7,293,753 | ManagementAndGeneralAmt |
| Fundraising | $549,940 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,567,537 | TotalAmt |
| Program Services | $1,271,705 | ProgramServicesAmt |
| Management And General | $272,232 | ManagementAndGeneralAmt |
| Fundraising | $23,600 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,412,615 | TotalAmt |
| Program Services | $3,959,238 | ProgramServicesAmt |
| Management And General | $3,374,563 | ManagementAndGeneralAmt |
| Fundraising | $78,814 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,600,872 | TotalAmt |
| Program Services | $2,050,109 | ProgramServicesAmt |
| Management And General | $513,256 | ManagementAndGeneralAmt |
| Fundraising | $37,507 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,287 | TotalAmt |
| Program Services | $12,508 | ProgramServicesAmt |
| Management And General | $177,779 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,445 | TotalAmt |
| Management And General | $76,445 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,426 | TotalAmt |
| Management And General | $149,426 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,739,767 | TotalAmt |
| Program Services | $5,291,056 | ProgramServicesAmt |
| Management And General | $407,743 | ManagementAndGeneralAmt |
| Fundraising | $40,968 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,404,830 | TotalAmt |
| Program Services | $31,912 | ProgramServicesAmt |
| Management And General | $1,345,278 | ManagementAndGeneralAmt |
| Fundraising | $27,640 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,859,679 | TotalAmt |
| Program Services | $3,739,287 | ProgramServicesAmt |
| Management And General | $1,833,895 | ManagementAndGeneralAmt |
| Fundraising | $286,497 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,074,549 | TotalAmt |
| Program Services | $209,126 | ProgramServicesAmt |
| Management And General | $851,207 | ManagementAndGeneralAmt |
| Fundraising | $14,216 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,940,250 | TotalAmt |
| Program Services | $67,063 | ProgramServicesAmt |
| Management And General | $1,802,454 | ManagementAndGeneralAmt |
| Fundraising | $70,733 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,547,352 | TotalAmt |
| Program Services | $3,239,493 | ProgramServicesAmt |
| Management And General | $291,145 | ManagementAndGeneralAmt |
| Fundraising | $16,714 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $817,059 | TotalAmt |
| Program Services | $683,222 | ProgramServicesAmt |
| Management And General | $113,117 | ManagementAndGeneralAmt |
| Fundraising | $20,720 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,112,758 | TotalAmt |
| Program Services | $505,747 | ProgramServicesAmt |
| Management And General | $607,011 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,235,035 | TotalAmt |
| Program Services | $2,767,630 | ProgramServicesAmt |
| Management And General | $467,405 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467,210 | TotalAmt |
| Program Services | $406 | ProgramServicesAmt |
| Management And General | $466,804 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ENTERTAINMENT | $854,039 | $627,501 | $139,106 | $87,432 |
| MEMBERSHIPS | $831,710 | $174,870 | $654,087 | $2,753 |
| EQUIPMENT RENTAL | $506,861 | $167,701 | $339,160 | |
| OVERHEAD ALLOCATED | $0 | $6,380,142 | -$6,380,142 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,495 | TotalAmt |
| Program Services | $105,556 | ProgramServicesAmt |
| Management And General | $33,486 | ManagementAndGeneralAmt |
| Fundraising | $453 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,723,028 | TotalAmt |
| Program Services | $97,072,890 | ProgramServicesAmt |
| Management And General | $16,392,151 | ManagementAndGeneralAmt |
| Fundraising | $1,257,987 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,330 | BOYAmt |
| EOY | $24,330 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,876,858 | BOYAmt |
| EOY | $36,539,172 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,214,725 | BOYAmt |
| EOY | $4,363,261 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,316,337 | BOYAmt |
| EOY | $989,918 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,260,264 | BOYAmt |
| EOY | $1,354,561 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $586,364 | BOYAmt |
| EOY | $372,730 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $148,514,322 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $59,089,247 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,646,325 | BOYAmt |
| EOY | $89,425,075 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,956,957 | BOYAmt |
| EOY | $25,685,387 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,718 | BOYAmt |
| EOY | $109,641 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,994,878 | BOYAmt |
| EOY | $158,864,075 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,513,811 | BOYAmt |
| EOY | $5,715,399 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,361,321 | BOYAmt |
| EOY | $6,972,558 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,510,000 | BOYAmt |
| EOY | $19,274,137 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,817,985 | BOYAmt |
| EOY | $4,545,110 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,136,102 | BOYAmt |
| EOY | $1,078,756 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,550,629 | BOYAmt |
| EOY | $6,017,629 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,889,848 | BOYAmt |
| EOY | $43,603,589 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,947,374 | BOYAmt |
| EOY | $85,297,768 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,721,660 | BOYAmt |
| EOY | $10,568,415 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,435,996 | BOYAmt |
| EOY | $19,394,303 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,105,030 | BOYAmt |
| EOY | $115,260,486 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,994,878 | BOYAmt |
| EOY | $158,864,075 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $13,730,565 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,251,511 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,173,380 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $200,000 | RevenuesIncludedAmt |
| Assets Included | $185,525 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,442,093 | BeginningYearBalanceAmt |
| Contributions | $1,054,392 | ContributionsAmt |
| Investment Earnings Or Losses | $2,211,600 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $651,981 | GrantsOrScholarshipsAmt |
| Other Expenditures | $234,954 | OtherExpendituresAmt |
| End Year Balance | $22,821,150 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,894,426 | BeginningYearBalanceAmt |
| Contributions | $947,281 | ContributionsAmt |
| Investment Earnings Or Losses | -$530,355 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $663,352 | GrantsOrScholarshipsAmt |
| Other Expenditures | $205,907 | OtherExpendituresAmt |
| End Year Balance | $20,442,093 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,568,324 | BeginningYearBalanceAmt |
| Contributions | $151,458 | ContributionsAmt |
| Investment Earnings Or Losses | -$656 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $824,700 | GrantsOrScholarshipsAmt |
| End Year Balance | $20,894,426 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,709,173 | BeginningYearBalanceAmt |
| Contributions | $918,559 | ContributionsAmt |
| Investment Earnings Or Losses | $2,697,106 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $756,514 | GrantsOrScholarshipsAmt |
| End Year Balance | $21,568,324 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,037,724 | BeginningYearBalanceAmt |
| Contributions | $158,778 | ContributionsAmt |
| Investment Earnings Or Losses | $1,306,766 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $794,095 | GrantsOrScholarshipsAmt |
| End Year Balance | $18,709,173 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.82000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,026,322 | OtherCostOrOtherBasisAmt |
| Book Value | $14,026,322 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $98,016,926 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,438,871 | DepreciationAmt |
| Book Value | $66,578,055 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,417,381 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,175,085 | DepreciationAmt |
| Book Value | $4,242,296 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,139,525 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,475,291 | DepreciationAmt |
| Book Value | $3,664,234 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $914,168 | OtherCostOrOtherBasisAmt |
| Book Value | $914,168 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $89,425,075 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| actuarial liability for annuities payable and charitable remainder trusts | $2,886,462 |
| interest rate swaps liability | $3,131,167 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,017,629 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $97,073,309 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,251,511 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$33,482,369 | OtherRevenueAmt |
| Revenue Not Reported | -$31,230,858 | RevenueNotReportedAmt |
| Revenue Subtotal | $128,304,167 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $149,426 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $149,426 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $128,453,593 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $79,917,853 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $79,917,853 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $149,426 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $34,655,749 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $34,805,175 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $114,723,028 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | Art items are used in teaching, and ancient manuscripts are part of an ongoing project to preserve and scan ancient manuscripts for posterity and to provide the scanned documents for scholarship. |
| Part V, Line 4: | Endowment funds are used for student scholarships and also for other designated educational purposes as required by the donor. |
| Part X, Line 2: | FIN 48 (ASC 740) Uncertain tax positions financial statement footnote - The University recognizes the tax benefit from uncertain tax positions only if it is more likely than not that the tax positions will be sustained on examination by the tax authorities, based on the technical merits of the position. The tax benefit is measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The University had no unrecognized tax benefits at June 30, 2017 and 2016. The University recognizes interest accrued and penalties related to unrecognized tax benefits, if any, as an administrative expense. During the years ended June 30, 2017 and 2016, the University recognized no interest and penalties. |
| Part XI, Line 2d - Other Adjustments: | unrealized gain/LOSS on interest rate swaps liability 1,323,582. Change in present value of annuities payable -45,338. Change in present value of charitable remainder trusts -104,864. FINANCIAL AID NETTED WITH REVENUE ON FINANCIAL STATEMENTS -34,655,749. |
| Part XII, Line 4b - Other Adjustments: | FINANCIAL AID NETTED WITH REVENUE ON FINANCIAL STATEMENTS 34,655,749. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | Our non-discrimination policy is published annually in the Portland Oregonian newspaper in conjunction with the Oregon Alliance of Independent Colleges & Universities. |
| Schedule E, Part I, Line 6 | The university receives Title IV aid for SEOG, federal work study and Perkins loans. The university also administers grants with the NSF. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | 0 | 0 | investments | $145,111 | |
| East Asia and the Pacific | 0 | 2 | Program Services | $63,000 | Admission Counseling |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 2 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Subtotal Spent | $208,111 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $208,111 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, line 3: | FormAndLineReferenceDesc |
| Explanation | EXPENDITURES ARE ACCOUNTED FOR UNDER THE ACCRUAL METHOD. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Academic Scholarships | 2188 | $24,654,764 |
| Performance Scholarships | 407 | $613,278 |
| SEOG Grants | 383 | $273,660 |
| Endowed & Designated Scholarships | 342 | $626,976 |
| Other Scholarships | 1621 | $8,487,071 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Once the specific criteria for each scholarship have been reviewed and met, GFU disburses financial aid funds to the individual student's account directly, ensuring that the funds are used as intended for tuition and educational costs. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Theodore E Allen | ||||||||||||||
| Exec VP Chief Operating Officer | $232,532 | $0 | $20,400 | $0 | $0 | $0 | $12,540 | $0 | $42,885 | $0 | $308,357 | $0 | $0 | $0 |
| Lynn E Andrews | ||||||||||||||
| VP for Advancement | $151,364 | $0 | $5,000 | $0 | $0 | $0 | $8,850 | $0 | $17,094 | $0 | $182,308 | $0 | $0 | $0 |
| Robin E Baker | ||||||||||||||
| President | $508,328 | $0 | $20,000 | $0 | $0 | $0 | $20,845 | $0 | $73,578 | $0 | $622,751 | $0 | $0 | $0 |
| Bradley Lau | ||||||||||||||
| VP for Student Life | $116,291 | $0 | $5,000 | $0 | $0 | $0 | $7,260 | $0 | $48,643 | $0 | $177,194 | $0 | $0 | $0 |
| Linda L Samek | ||||||||||||||
| Provost | $164,723 | $0 | $7,500 | $0 | $0 | $0 | $9,450 | $0 | $13,690 | $0 | $195,363 | $0 | $0 | $0 |
| Robert K Westervelt | ||||||||||||||
| Exec VP for Enrollment & M | $151,956 | $0 | $5,000 | $0 | $0 | $0 | $9,450 | $0 | $15,022 | $0 | $181,428 | $0 | $0 | $0 |
| Robert Harder | ||||||||||||||
| Dean, College of Engineeri | $141,734 | $0 | $913 | $0 | $0 | $0 | $7,214 | $0 | $33,900 | $0 | $183,761 | $0 | $0 | $0 |
| Mary Peterson | ||||||||||||||
| Professor Clinical Psychol | $130,204 | $0 | $913 | $0 | $0 | $0 | $6,900 | $0 | $48,611 | $0 | $186,628 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | George Fox owns a home that is suitable for University events and functions that are hosted by the university president and his/her spouse. The President is provided with this housing and the benefit is not included in taxable income. In order to enhance the influence of the University in the local community, Arlington Club dues are paid for the president. The Arlington Club provides a forum for networking within the business community to find people interested in investing time and resources in higher education. Dues paid are not included in taxable income. The president's spouse's attendance is required for some events and functions. Travel for those events/functions is considered to be an ordinary and necessary business expense for the President's spouse to accompany him and therefore is not included in taxable income. |
| Part I, Line 6 | An across the board bonus was accrued for all non-officer employees (including Highest Compensated Employees listed in 990, Part VII, Section A, line 1a) based on a board mandated formula based on a specific calculation of Unrestricted Net Earnings. The bonuses were accrued in the current tax year, to be paid in the next fiscal year. |
| Part I, Line 7 | Non-fixed bonuses are awarded based on achievement of specific performance metrics. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YAMHILL COUNTY OREGON SERIES 2012A GEORGE FOX UNIVERSITY PROJECT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 936002318 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2012-07-04 | BondIssuedDt |
| Issue Price | $19,461,225 | IssuePriceAmt |
| Purpose | RE-FINANCE OF 2005 BOND ISSUE and new construction | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $19,461,225 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $181,225 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $19,280,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2012 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US Bank 10135 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 30.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Andersen Construction | |||
| Trustee David Andersen owns company | $5,593,152 | Construction contract | 0 |
| MATT STUMP | |||
| family member of trustee Stanley D Morse | $50,764 | Employed by GFU | 0 |
| POLLY PETERSON | |||
| family member of trustee Brent Peterson | $51,521 | Employed by GFU | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $200,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $191,733 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV date of gift | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Column (b): | NUMBER REPORTED IS THE NUMBER OF CONTRIBUTIONS. |
| Part I, Line 33: | Small non-cash gifts (under $5,000) are not reported in the financial statements. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | Form 990 is prepared by a third-party accounting firm. Finance office staff, the Controller and the CFO review Form 990 before filing. The Board of Trustees Finance Committee reviews Form 990 after filing at their next meeting. |
| Form 990, Part VI, Section B, line 12c | All employees and Board of Trustee members are required to complete a new Conflict of Interest form each year. These records are monitored and reviewed by the Employee Empowerment Recruiter. The forms are maintained in the Employee Empowerment department. Periodically during the time-frame that these forms are sent to employees, the Employee Empowerment Recruiter sends out additional requests to those who have not completed the forms. This includes contacting employees' supervisors when necessary. If a conflict of interest or potential conflict of interest is notated on a form by the employee or trustee, Executive Director of Employee Empowerment reviews it. If more information is needed, she contacts the employee or trustee. If, in the Director's judgment, it is deemed not to be a conflict of interest, the form is filed and no further action is taken. If a conflict of interest or potential conflict of interest exists, the Director gives the form to the EVP for finance and Operations to review. If necessary, the EVP then contacts the employee or trustee or the head of the department that might be impacted by the conflict of interest (if it is an outside business the university might contract with for services or products) to ensure that sound business practices continue to be followed in selecting vendors, etc. Any employees or trustees with conflicts will be prohibited from any deliberations and decisions related to the conflict of interest. |
| Form 990, Part VI, Section B, line 15 | For the President of the University: Compensation is evaluated and established by the Board of Trustees. No conflict of interest for members evaluating and reviewing the President's compensation exists. The board reviews and discusses the compensation of other university presidents within the Council for Christian Colleges and Universities, specifically, the ones with similar enrollment and student demographics (Pell eligibility, etc.), and then adjusts for the cost of living in other regions. - Compensation is approved by the Board. - Discussion within the Board regarding compensation issues is documented in the appropriate minutes of those meetings, generally the executive committee of the board. - This process is documented through the transfer of this documentation and email correspondence between Human Resources and the President's office. - A contract is completed and signed by a board member and supplied to Human Resources. Changes and/or adjustments to the President's compensation are also communicated via Email on behalf of a member of the board. - For this period, the review of the President's compensation package was completed in February 2016. The President's compensation and contract will be completed again in July 2022. For the Vice Presidents and Provost: Compensation is evaluated and established by the President of the University. No conflict of interest exists. The President of the University reviews the compensation of other university vice presidents within the Council for Christian Colleges and Universities, specifically, the ones with similar enrollment and student demographics (Pell eligibility, etc.), and then adjusts for the cost of living in other regions. CUPA-HR survey data is also supplied to the President by Human Resources for comparison. - Individual compensation is negotiated between each Vice President and the President of the University. The budget for that compensation is approved as part of the entire university budget by the Board of Trustees. - A contract is completed for each vice president and signed by the President of the University. - This process is documented through the transfer of this documentation and email correspondence between Human Resources and the President's office. Current contracts run as follows: Chief Operating Officer - July 2014 through June 2017. VP of Enrollment and Marketing - June 2015 through June 2019. VP of Student Life - June 2015 through June 2018. VP of Advancement - June 2015 through June 2017. Provost - June 2015 through June 2018. |
| Form 990, Part VI, Section C, line 19 | Governing documents and conflict of interest policy are available on the university's website. Financial statements are not made available to the public. |
| Form 990, Part XI, line 9: | unrealized gain/LOSS on interest rate swaps liability 1,323,582. CHANGE IN PRESENT VALUE OF ANNUITIES payable -45,338. CHANGE IN PRESENT VALUE OF CHARITABLE REMAINDER TRUSTS -104,864. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER UNITRUSTS (16) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 414 N Meridian | AddressLine1Txt |
| City | Newberg | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHARITABLE REMAINDER TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE FOX UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | T | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |