OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION (EIN 23-7083114)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-10
- IRS object ID
- 201321309349302447
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-10T16:35:03-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1918 Eighth Avenue Suite 2900 | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 98101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237083114 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON HEALTH & SCIENCE | BusinessNameLine1 |
| Business Name Line2 | UNIVERSITY FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % LORI MUELLER VP FIN & AD | InCareOfName |
| Name Control | OREG | NameControl |
| Phone | 5032281730 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 SW SALMON STREET 100 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 972052021 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LORI MUELLER | Name |
| Title | VP OF FINANCE & ADMINISTRATION | Title |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2069134000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CONSTANCE FRENCH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 SW SALMON STREET 100 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 972052021 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 224349435 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OHSUFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1970 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | OHSUF IS A NONPROFIT ORGANIZATION ESTABLISHED IN 1970 DEDICATED TO SECURE PRIVATE PHILANTHROPIC SUPPORT FOR OHSU AND TO INVEST AND MANAGE GIFTS RESPONSIBLY IN ACCORDANCE WITH DONORS' WISHES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 55 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 48 | NbrIndependentVotingMembers |
| Total Nbr Employees | 153 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | -298829 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 64195945 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 47978173 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3605635 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3878047 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 29914221 | InvestmentIncomePriorYear |
| Investment Income Current Year | 23334062 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -44546 | OtherRevenuePriorYear |
| Other Revenue Current Year | 132982 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 97671255 | TotalRevenuePriorYear |
| Total Revenue Current Year | 75323264 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 82427801 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 61778705 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 9106328 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10458261 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 6882276 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3437467 | OtherExpensePriorYear |
| Other Expenses Current Year | 3674210 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 94971596 | TotalExpensesPriorYear |
| Total Expenses Current Year | 75911176 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2699659 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -587912 | RevenuesLessExpensesCY |
| Total Assets BOY | 682692950 | TotalAssetsBOY |
| Total Assets EOY | 664059620 | TotalAssetsEOY |
| Total Liabilities BOY | 37356769 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 44868095 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 645336181 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 619191525 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION IS A NONPROFIT ORGANIZATION ESTABLISHED IN 1970 DEDICATED TO SECURE PRIVATE PHILANTHROPIC SUPPORT FOR OHSU AND TO INVEST AND MANAGE GIFTS RESPONSIBLY IN ACCORDANCE WITH DONORS' WISHES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 62324239 | Expense |
| Grants | 61725843 | Grants |
| Revenue | 3672301 | Revenue |
| Description | Contributions, grants, transfers to Oregon Health and Science University for research leading to the prevention and treatment of disease, teaching, and institutional support and maintenance. See Schedule O for more information. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 52862 | Expense |
| Grants | 52862 | Grants |
| Revenue | 52862 | Revenue |
| Description | Grants and transfers to support programs of other charitable, medical, and educational organizations. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 62377101 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 226 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 153 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 55 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 48 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LORI MUELLER VP FIN AD | NamePerson |
| Telephone Number | 5032281730 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 SW SALMON STREET 100 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (68 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| William A Berg | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Maureen D Casey | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Truman W Collins Jr | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Gregory A Chaill | ||||||||
| Trustee | 1.0 | X | 0 | 0 | ||||
| Alice B Davies | ||||||||
| Trustee | 1.0 | X | 0 | 0 | ||||
| John W Dixon | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Ruth J Fisher | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Lori B Flexer CFA | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Mark P Goodman | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Walter H Grebe JD | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Patrick J Green JD | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Robert S Gregg | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Lillian G Harewood DMD | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| J Clayton Hering | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Tony L Hopson Sr | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Stephen T Janik JD | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| James B Jeddeloh | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Elizabeth K Johnson | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Kelly J Johnson | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| John W Kendall MD | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Sharon A LaCroix Kitzhaber | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Norwood W Knight-Richardson | ||||||||
| TRUSTEE | 1.0 | X | 0 | 784568 | 35364 | |||
| Peter O Kohler MD | ||||||||
| Trustee | 1.0 | X | 12000 | |||||
| Ruth H Layton | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Tamara L Lundgren | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Joseph D Matarazzo PhD | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Marcus C Mundy | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Greg Ness | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Peter C Olson | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Shirley N Pap RD | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Stephen S Pawlowski | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Carmen E Phillips | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Maria M Pope | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Robert L Ridgley JD | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Joseph E Robertson Jr MD | ||||||||
| TRUSTEE | 1.0 | X | 1223542 | 102649 | ||||
| Richard A Royse | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Arlene D Schnitzer | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Mina M Schnitzer | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Rob Shick | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| M Susan Smith PhD | ||||||||
| Trustee | 1.0 | X | 0 | 119896 | 11708 | |||
| Patricia L Smith | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Gordon D Sondland | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Nicholas J Stanley | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Julie Neupert Stott | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| William R Swindells | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Ronald E Timpe | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Ann A Usher | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Malia H Wasson | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Roderick C Wendt | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| James H Winkler | ||||||||
| Trustee | 1.0 | X | 0 | |||||
| Keith L Thomson | ||||||||
| Chair | 1.0 | X | 0 | 0 | 0 | X | ||
| Robert D Kraus | ||||||||
| Immediate Past Chair | 1.0 | X | 0 | 0 | 0 | X | ||
| Robert G Gootee | ||||||||
| Vice Chair | 1.0 | X | 0 | 0 | 0 | X | ||
| Gary W Reynolds CPA | ||||||||
| Treasurer | 1.0 | X | 0 | 0 | 0 | X | ||
| Ann P Edlen | ||||||||
| Secretary | 1.0 | X | 0 | 0 | 0 | X | ||
| Janet Fratella | ||||||||
| Vice-President | 40.0 | 124932 | 0 | 35305 | X | |||
| Constance French | ||||||||
| Interim President | 40.0 | 281710 | 0 | 53913 | X | |||
| Joy McCammon | ||||||||
| Vice-President | 40.0 | 116431 | 0 | 24669 | X | |||
| Lori Mueller | ||||||||
| Vice-President | 40.0 | 174108 | 0 | 43382 | X | |||
| Sarah Panetta | ||||||||
| Vice-President | 40.0 | 190534 | 0 | 22183 | X | |||
| Mary Turina | ||||||||
| Vice-President | 40.0 | 112420 | 0 | 6875 | X | |||
| Rebecca Auman | ||||||||
| Director | 40.0 | 111400 | 0 | 28127 | X | |||
| Drew Hunsinger | ||||||||
| DIRECTOR | 40.0 | 131289 | 0 | 26608 | X | |||
| William P Sommerfeld | ||||||||
| Director | 40.0 | 116232 | 0 | 24330 | X | |||
| Rachel Hunsinger | ||||||||
| Director | 40.0 | 115642 | 0 | 24215 | X | |||
| Lori Sweeney | ||||||||
| Director | 40.0 | 108429 | 0 | 34845 | X | |||
| Allan Price | ||||||||
| President | 40.0 | 504054 | 0 | 55132 | X | |||
| Susan Nicol | ||||||||
| Executive Director | 40.0 | 206529 | 0 | 31955 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2293710 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2140006 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 561260 | TotalOtherCompensation |
| Number Individuals GT100 K | 18 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES LLC | |||||
| PO BOX 10317 | UNIONDALE | NY | 115550317 | INVESTMENT EXP-ENDOW | 629885 |
| KPMG LLP | |||||
| PO BOX 120001 | DALLAS | TX | 753120771 | ACCOUNTING SERVICES | 252818 |
| TONKON TORP LLP | |||||
| 888 SW FIFTH AVENUE 1600 PIONEER T | PORTLAND | OR | 972042099 | LEGAL SERVICES | 104081 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Federated Campaigns | 17213 | FederatedCampaigns |
| Fundraising Events | 308451 | FundraisingEvents |
| Related Organizations | 161227 | RelatedOrganizations |
| All Other Contributions | 47491282 | AllOtherContributions |
| Noncash Contributions | 9317618 | NoncashContributions |
| Total Contributions | 47978173 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| ALUMNI/OUTREACH ACTIVITY | 900099 | 319975 | 319975 | |
| EDUCATION OF PUBLIC | 900099 | 1610880 | 1610880 | |
| MANAGEMENT SERVICE FEES | 900099 | 1794308 | 1794308 | |
| RESEARCH ACTIVITY AGMTS | 900099 | 152884 | $152,884 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3878047 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13206466 | TotalRevenueColumn |
| Unrelated Business Revenue | -298829 | UnrelatedBusinessRevenue |
| Exclusion | $13,505,295 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 104099167 | Securities |
| Other | 55002725 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 97654819 | Securities |
| Other | 51319477 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6444348 | Securities |
| Other | 3683248 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10127596 | TotalRevenueColumn |
| Exclusion | $10,127,596 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 184857 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 308451 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 51875 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 132982 | TotalRevenueColumn |
| Exclusion | $132,982 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 75323264 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3725163 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -298829 | UnrelatedBusinessRevenue |
| Exclusion | $23,918,757 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61778705 | Total |
| Program Services | 61778705 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1624658 | Total |
| Program Services | 56934 | ProgramServices |
| Management And General | 885019 | ManagementAndGeneral |
| Fundraising | 682705 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6443455 | Total |
| Program Services | 273147 | ProgramServices |
| Management And General | 2853838 | ManagementAndGeneral |
| Fundraising | 3316470 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 490714 | Total |
| Program Services | 25253 | ProgramServices |
| Management And General | 186149 | ManagementAndGeneral |
| Fundraising | 279312 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1259353 | Total |
| Program Services | 60768 | ProgramServices |
| Management And General | 631788 | ManagementAndGeneral |
| Fundraising | 566797 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 640081 | Total |
| Program Services | 27919 | ProgramServices |
| Management And General | 304455 | ManagementAndGeneral |
| Fundraising | 307707 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186039 | Total |
| Program Services | 10304 | ProgramServices |
| Management And General | 112366 | ManagementAndGeneral |
| Fundraising | 63369 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 231670 | Total |
| Program Services | 19460 | ProgramServices |
| Management And General | 212210 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 538128 | Total |
| Program Services | 26739 | ProgramServices |
| Management And General | 291588 | ManagementAndGeneral |
| Fundraising | 219801 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137407 | Total |
| Program Services | 1146 | ProgramServices |
| Management And General | 12493 | ManagementAndGeneral |
| Fundraising | 123768 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 620167 | Total |
| Program Services | 26879 | ProgramServices |
| Management And General | 293104 | ManagementAndGeneral |
| Fundraising | 300184 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 236800 | Total |
| Program Services | 17883 | ProgramServices |
| Management And General | 195010 | ManagementAndGeneral |
| Fundraising | 23907 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 394537 | Total |
| Program Services | 14133 | ProgramServices |
| Management And General | 154112 | ManagementAndGeneral |
| Fundraising | 226292 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136118 | Total |
| Program Services | 4449 | ProgramServices |
| Management And General | 48521 | ManagementAndGeneral |
| Fundraising | 83148 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71409 | Total |
| Program Services | 2804 | ProgramServices |
| Management And General | 30580 | ManagementAndGeneral |
| Fundraising | 38025 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152032 | Total |
| Program Services | 12771 | ProgramServices |
| Management And General | 139261 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42490 | Total |
| Program Services | 3569 | ProgramServices |
| Management And General | 38921 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| DONOR CULTIVATION | 427578 | 427578 | |
| OTHER INVESTMENT EXPENSES | 66262 | 66262 | |
| OTHER FUNDRAISING | 223213 | 223213 | |
| OTHER MGMT & ADMIN | 196122 | 196122 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14238 | Total |
| Program Services | 14238 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75911176 | Total |
| Program Services | 62377101 | ProgramServices |
| Management And General | 6651799 | ManagementAndGeneral |
| Fundraising | 6882276 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2917819 | BOY |
| EOY | 1598347 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15951115 | BOY |
| EOY | 21919955 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92585675 | BOY |
| EOY | 76092607 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2039354 | BOY |
| EOY | 1616100 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1300000 | BOY |
| EOY | 2927680 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68569 | BOY |
| EOY | 58997 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1752076 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1201574 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 547350 | BOY |
| EOY | 550502 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 379905160 | BOY |
| EOY | 369544533 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 181051125 | BOY |
| EOY | 180716854 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6326783 | BOY |
| EOY | 9034045 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 682692950 | BOY |
| EOY | 664059620 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2080977 | BOY |
| EOY | 2118868 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35275792 | BOY |
| EOY | 42749227 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37356769 | BOY |
| EOY | 44868095 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 493271850 | BOY |
| EOY | 457508703 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 547350 | BOY |
| EOY | 550502 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151516981 | BOY |
| EOY | 161132320 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 645336181 | BOY |
| EOY | 619191525 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 682692950 | BOY |
| EOY | 664059620 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -587912 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -25556744 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 53540188 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 92656010 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 44879952 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 64195945 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47978173 | CurrentTaxYear |
| Total | 303250268 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 53540188 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 92656010 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 44879952 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 64195945 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47978173 | CurrentTaxYear |
| Total | 303250268 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 5883364 | AmountsSubstContributorsTotal |
| Public Support Total170 | 297366904 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13443262 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14400561 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12334425 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12651500 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13206466 | CurrentTaxYear |
| Total | 66036214 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 48491 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 48819 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 40945 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 138255 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 136564 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 107595 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 182122 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 283539 | CurrentTaxYearMinus1Year |
| Current Tax Year | 184857 | CurrentTaxYear |
| Total | 894677 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 370319414 | TotalSupport |
| Gross Receipts From Admissions Etc | 3878047 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.80300 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.82320 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 2 | NumberDAFsHeld |
| Grants Paid From Donor Funds | 33333 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 1126938 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 322677794 | BeginningOfYearBalance |
| Contributions | 15219525 | Contributions |
| Investment Earnings Or Losses | -6437830 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1982075 | GrantsOrScholarships |
| Other Expenditures | 10887324 | OtherExpenditures |
| Administrative Expenses | 4758655 | AdministrativeExpenses |
| End Of Year Balance | 313831435 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 264921832 | BeginningOfYearBalance |
| Contributions | 22748851 | Contributions |
| Investment Earnings Or Losses | 52587529 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1938852 | GrantsOrScholarships |
| Other Expenditures | 10973004 | OtherExpenditures |
| Administrative Expenses | 4668562 | AdministrativeExpenses |
| End Of Year Balance | 322677794 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 244903795 | BeginningOfYearBalance |
| Contributions | 8803340 | Contributions |
| Investment Earnings Or Losses | 27631831 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1690536 | GrantsOrScholarships |
| Other Expenditures | 11671717 | OtherExpenditures |
| Administrative Expenses | 3054881 | AdministrativeExpenses |
| End Of Year Balance | 264921832 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 322760382 | BeginningOfYearBalance |
| Contributions | 11431155 | Contributions |
| Investment Earnings Or Losses | -71518318 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1655370 | GrantsOrScholarships |
| Other Expenditures | 12445471 | OtherExpenditures |
| Administrative Expenses | 3668583 | AdministrativeExpenses |
| End Of Year Balance | 244903795 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.37930 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.61040 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.01030 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 327719 | OtherCostOrOtherBasis |
| Depreciation | 145942 | Depreciation |
| Book Value | 181777 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Equipment | Equipment |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1424357 | OtherCostOrOtherBasis |
| Depreciation | 1055632 | Depreciation |
| Book Value | 368725 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 550502 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| EQUITIES | 116912278 | F |
| OTHER LONG-TERM INVESTMENTS | 62117026 | F |
| OTHER SHORT-TERM INVESTMENTS | 1687550 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 180716854 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LIABILITY FOR LIFE INCOME AGREEMENTS | $14,344,520 |
| DUE TO OTHER INSTITUTIONS | $1,301,254 |
| LEASE INCENTIVES | $381,228 |
| DUE FROM OHSUF | $19,773,605 |
| DUE FROM OHSUF-PROGRAM SUPPORT | $6,948,620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 42749227 | TotalOfAmounts |
| Total Revenue | 75323264 | TotalRevenue |
| Total Expenses | 75911176 | TotalExpenses |
| Excess Or Deficit For Year | -587912 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -19114231 | NetUnrealizedGLOnInvestments |
| Investment Expenses | -6030847 | InvestmentExpenses |
| Other | -$411,666 | OtherAmount |
| Total Adjustments | -25556744 | TotalAdjustments |
| Excess Or Deficit Per FS | -26144656 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 48977877 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -19114231 | NetUnrealizedGainsInvestments |
| Other Revenues | -411666 | OtherRevenues |
| Revenue Not Rptd F990 | -19525897 | RevenueNotRptdF990 |
| Revenue Subtotal | 68503774 | RevenueSubtotal |
| Other Revenues Not Included | 6819490 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 6819490 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 75323264 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 75122533 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 75122533 | ExpensesSubtotal |
| Investment Expenses Not Included2 | -6030847 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 6819490 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 788643 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 75911176 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 8-OTHER CHANGES IN NET ASSETS OR FUND BALANCES | CHANGES IN VALUE OF LIFE INCOME AGREEMENTS $(411,666) -------------- TOTAL $(411,666) |
| Part XII, Line 2d - Other Excluded Revenue | CHANGE IN VALUE OF LIFE INCOME AGREEMENTS $(411,666) -------------- $(411,666) |
| Part XII, Line 4b - Other Included Revenue | Reclassed Revenue $ 6,819,490 ----------- Total $ 6,819,490 |
| Part XIII, Line 4b - Other Included Expenses | Reclassed Expenses $ 6,819,490 ----------- Total $ 6,819,490 |
| Part XIV - Intended Uses of Endowment Fund | An endowed fund may support a specific Oregon Health and Science University school, department, research institute or program. It also may support specific people or purposes such as a faculty professorship or chair, scholarship or fellowship, research activity, visiting lecturer or patient care. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Surgery Golf | NameOfEvent1 |
| Gross Receipts Event1 | 164610 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 64410 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 100200 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 51875 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FASHION SHOW | NameOfEvent2 |
| Gross Receipts Event2 | 69525 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 45225 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 24300 | GrossRevenueEvent2 |
| Total Number Of Other Events | 12 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 259173 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 198816 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 60357 | GrossRevenueOtherEvents |
| Gross Receipts Total | 493308 | GrossReceiptsTotal |
| Charitable Contributions Total | 308451 | CharitableContributionsTotal |
| Gross Revenue Total Events | 184857 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 51875 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 51875 | DirectExpenseSummaryEvents |
| Net Income Summary | 132982 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
Recipient Table RecipientTable (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| Oregon Health & Science University | ||||||||||
| 3181 Sam Jackson Park Rd | Portland | OR | 97239 | 931176109 | OHSU | 24797574 | 390357 | Fair Market Value | Equipment | RESEARCH AND DEVELOP |
| Oregon Health & Science University | ||||||||||
| 3181 Sam Jackson Park Rd | Portland | OR | 97239 | 931176109 | OHSU | 15055117 | 13016 | Fair Market Value | Supplies | ACADEMIC ADMIN. AND SUPP. |
| Oregon Health & Science University | ||||||||||
| 3181 Sam Jackson Park Rd | Portland | OR | 97239 | 931176109 | OHSU | 5125903 | 36058 | Fair Market Value | Supplies | INSTRUCTIONAL ACTIVITIES |
| Oregon Health & Science University | ||||||||||
| 3181 Sam Jackson Park Rd | Portland | OR | 97239 | 931176109 | OHSU | 2324854 | 18070 | Fair Market Value | Supplies | INSTITUTIONAL SUPPORT, ADMIN. |
| Oregon Health & Science University | ||||||||||
| 3181 Sam Jackson Park Rd | Portland | OR | 97239 | 931176109 | OHSU | 2734878 | 25156 | Fair Market Value | Supplies | Public service |
| Oregon Health & Science University | ||||||||||
| 3181 Sam Jackson Park Rd | Portland | OR | 97239 | 931176109 | OHSU | 845609 | 0 | N/A | N/A | Capital projects and planning |
| Oregon Health & Science University | ||||||||||
| 3181 Sam Jackson Park Rd | Portland | OR | 97239 | 931176109 | OHSU | 2358316 | 27500 | FAIR MARKET VALUE | Supplies | STUDENT AID AND TRAINING |
| Oregon Health & Science University | ||||||||||
| 3181 Sam Jackson Park Rd | Portland | OR | 97239 | 931176109 | OHSU | 7936459 | 36976 | Fair Market Value | Equipment | Clinical support |
| Providence St Vincent Med Fdn | ||||||||||
| 9205 SW Barnes Road | Portland | OR | 97225 | 930575982 | 501(c)(3) | 26101 | 0 | N/A | N/A | RESEARCH AND DEVELOPMENT. |
| Portland Chamber Orchestra | ||||||||||
| PO Box 9024 | Portland | OR | 97207 | 930556942 | 501(c)(3) | 6761 | 0 | N/A | N/A | Public Service |
| Samaritan Health Services | ||||||||||
| PO Box 3000 | Corvallis | OR | 97339 | 930951989 | 501(c)(3) | 20000 | 0 | N/A | N/A | Public Service |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Janet Fratella | |||||||||||||
| 124932 | 0 | 0 | 0 | 0 | 0 | 14442 | 0 | 20863 | 0 | 160237 | 0 | 0 | 0 |
| Constance French | |||||||||||||
| 275910 | 0 | 5800 | 0 | 0 | 0 | 30765 | 0 | 23148 | 0 | 335623 | 0 | 0 | 0 |
| Drew Hunsinger | |||||||||||||
| 131289 | 0 | 0 | 0 | 0 | 15819 | 0 | 10789 | 0 | 157897 | 0 | 0 | 0 | |
| Lori Mueller | |||||||||||||
| 174108 | 0 | 0 | 0 | 0 | 0 | 21528 | 0 | 21854 | 0 | 217490 | 0 | 0 | 0 |
| Sarah Panetta | |||||||||||||
| 175534 | 0 | 15000 | 0 | 0 | 0 | 0 | 0 | 22183 | 0 | 212717 | 0 | 0 | 0 |
| Allan Price | |||||||||||||
| 420754 | 0 | 80000 | 0 | 3300 | 0 | 35700 | 0 | 19432 | 0 | 559186 | 0 | 0 | 0 |
| Susan Nicol | |||||||||||||
| 155597 | 0 | 0 | 50932 | 0 | 18394 | 0 | 13561 | 0 | 238484 | 0 | 0 | 0 | |
| Norwood W Knight-Richardson | |||||||||||||
| 0 | 676410 | 108158 | 0 | 33437 | 1927 | 0 | 819932 | 0 | 0 | ||||
| Joseph E Robertson Jr MD | |||||||||||||
| 1023566 | 168726 | 31250 | 0 | 92623 | 10026 | 0 | 1326191 | 0 | 0 | ||||
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part 1, Line 1a | Relevant Information Regarding Compensation Benefits | The organization paid a local social club fee for its president and a key employee. This benefit was treated as taxable compensation. |
| PART 1, LINE 4A | SEVERANCE PAYMENTS | SUSAN NICOL, FORMER DCHF EXECUTIVE DIRECTOR, RECEIVED SEVERANCE PAYMENTS TOTALLING $96,913. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Arlene Schnitzer | |||
| OHSUF Trustee | 528172 | Building Lease | false |
| J Greg Ness | |||
| OHSUF Trustee | 535057 | Financial Products | false |
| Eric Parsons | |||
| Former OHSUF Trustee | 535057 | Financial Products | false |
| Ronald E Timpe | |||
| OHSUF Trustee | 535057 | Financial Products | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 16750 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 598 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Comparable Sales | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 49054 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Comparable Sales | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 75 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4859200 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Average Market | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 308000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Comparable Sales | MethodOfDeterminingRevenues |
Real Estate Commercial RealEstateCommercial
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 670000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Comparable Sales | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 11 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 7726 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Comparable Sales | MethodOfDeterminingRevenues |
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 8070 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Comparable Sales | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts |
Scientific Specimens ScientificSpecimens
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 6500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Auction Items | 117 | 63904 | FMV - Sales Price |
| X | Coins | 1 | 21896 | Comparable Sales |
| X | Promissory Note | 1 | 2927680 | Fair Market Value |
| X | Medical Equipment | 6 | 378241 | Comparable Sales |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part I, Lines 32 | Hire and Use of Third Parties | The organization partners with Volunteers of America for the collection and sale of gifts of automobiles. the organization also engages the services of real estate agents when selling gifts of real property. The organization uses stock brokers to process and sell securities. The services of marketing firms in the solicitation of planned gifts is also used. |
| Part I, Column b | Number of Contributions: | The organization is reporting a combination of methods - the number of contributions and the number of items received. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part III, Line 4a - Program Services | Oregon Health & Science University Foundation is a nonprofit organization established in 1970 to secure private philanthropic support to advance OHSU's vital missions, and to invest and manage gifts responsibly to honor donors' wishes. In FY11-12, gifts from individuals, foundations and corporations facilitated by the Foundation totaled nearly $100 million in support of OHSU. The following are highlights from the year. Bob and Charlee Moore, founders of Bob's Red Mill Natural Foods, committed to donate $25 million to establish the Bob and Charlee Moore Institute for Nutrition & Wellness at OHSU. The institute's aim is to halt the rampant health problems caused by unhealthy eating and inadequate nutrition through clinical research and community outreach. Momentum continued on the campaign to build a new OHSU School of Dentistry facility, bringing the total raised to $29 million toward a philanthropic goal of $43 million. Construction is under way on the new building, which is expected to be complete in 2014. The OHSU Foundation successfully concluded a three-year Faculty Support Initiative (FSI) on June 30, 2012, with more than $169 million committed in gifts and pledges - nearly 70 percent above its goal. Commitments made during the FSI supported endowments to recruit and retain outstanding faculty and helped to secure state-of-the-art equipment. All told, 16 endowed positions were newly established or received significant new funding during the campaign period. In FY11-12 the OHSU Foundation transferred more than $61 million in program support to OHSU's healing, discovery, teaching and outreach missions. |
| Form 990, Part VI, Line 2 - Business or Family Relationships | Carmen E. Phillips has a family relationship with Allyn Ford.Drew Hunsinger has a family relationship with Rachel Hunsinger. |
| Form 990, Part VI, Line 11b - Form 990 Review Process | The VP of Finance and the Controller review the final Form 990, which is prepared by an outside accounting firm. The Form 990 is then provided to the Foundation finance and audit committee, and then to the executive committee. The executive committee reviews the form and upon its approval, the commitee recommends the final Form 990 to the Board for acceptance and authorization. The return is approved by the voting Board. The President of the Foundation reviews and signs the return before it is filed. To protect the privacy of our donors, donor addresses and names of anonymous donors (if any) are redacted from the version of Schedule B that was reviewed by the committees and the Board of Trustees. |
| Form 990, Part VI, Line 12c - Monitoring and Enforcement of Conflicts | An annual conflict of interest questionnaire and statement are provided to each covered person to disclose any interest that could give rise to conflicts of interest. Covered persons include any current and former officer, trustee, director, member of a committee with board delegated powers, highest compensated employees, or key employee, any of whom held the named position within five years from the date the position terminated. Each respondent is asked to sign a disclosure statement which affirms that they a received a copy of the policy, have read and understand the policy, have agreed to comply with the policy, and have responded to the questionnaire to the best of their ability. The completed questionnaire will be provided to the Executive Committee prior to June 30 of each year. After reviewing the disclosure statements as well as any other potential or real conflicts of interest that are identified, the Executive Committee shall notify the OHSU Foundation Vice-President of Finance and Administration of any positive responses to any questions on the disclosure statement; and will follow up with respect to any other disclosures that indicate an actual or potential conflict of interest. This may include, but not limited to, asking the person not to participate in related decisions or recommending appropriate disciplinary and corrective action to the Foundation President and/or Chairman of the Board of Trustees for the OHSU Foundation. As potential conflicts of interest are identified throughout the course of a year, each respondent has an obligation to advise the Executive Committee in writing of the existance of any such real of potential conflict of interest. A respondent may make a presentation at the Executive Committee meeting, but after such presentation, he or she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement that creates the actual or potential conflict of interest. The Executive committee shall determine to its satisfaction whether the Foundation can obtain a more advantageous transaction or arrangement with reasonable efforts from a person or entity that would not give rise to an actual or potential conflict of interest. If a more advantageous transaction or arrangement is not reasonably attainable under circumstances that would not give rise to an actual of potential conflict of interest, the Executive committee shall determine by a majority vote of the disinterested committee members whether the transaction or arrangement is in the Foundation's best interest and whether the transaction is fair to the Foundation, and shall make its decision as to whether to enter into the transaction or arrangement. The Executive Committee will inform the respondent, in writing, of its decision. If the Executive Committee has reasonable cause to believe that a respondent has failed to disclose an actual or possible conflict of interest, it shall inform the respondent of the basis for such belief and afford the respondent an opportunity to explain the alleged failure to disclose. If, after hearing the response of the respondent and making further investigation as may be warranted in the circumstances, the Executive Committee determines that the respondent has in fact failed to disclose an actual or possible conflict of interest, it shall recommend appropriate disciplinary and corrective action to the Foundation President and/or the Chairman of the Board of Trustees for the OHSU Foundation. |
| Form 990, Part VI, Line 15b - Compensation Review & Approval Process | Process of determining the compensation: 1. Review and approval by a governing body: A compensation committee is composed of representatives of the OHSU Foundation Board of Trustees with members to include but not limited to the Board chair, immediate past chair, and finance chair. The compensation committee reviews the documentation for approval prior to the presentation of the budget at the June board meeting. 2. Use of data as to comparable compensation: For each position subject to review, comparability data is gathered from any of the following sources: industry surveys, documented compensation of persons holding similar positions in similar organizations, expert compensation studies, or other comparable data. For each time there is a material change to the salary range or compensation package of the affected position and/or person in that position, new data is gathered and new documentation is created. Annual cost-of living increases, based on government cost-of-living figures, would not necessitate new documentation. 3. Contemporaneous documentation regarding decisions: All documentation on final decisions, including deliberations, made by the compensation committee is kept on record in the OHSU Foundation Human Resources Department. This process was last undertaken for the Interim president in May 2012. |
| Form 990, Part VI, Line 19 - Other Org. Documents Publicly Available | While federal tax laws do not mandate that the organization's governing documents, conflict of interst policy and financial statements be made available for public inspection, limited information on the governing documents, conflict of interest policy and financial statements are available at the Foundation's website. This information is not readily available for the general public and requests for this information are assessed on a case by case basis by the relevant Foundation employee before disclosure. |
| Form 990, Part XI, Line 5 - Other Changes in Net Assets | NET UNREALIZED GAIN ON INVESTMENTS (19,114,231) CHANGE IN VALUE OF LIFE INCOME AGREEMENTS (411,666) INVESTMENT FEES (6,030,847) ------------ TOTAL (25,556,744) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oregon Health & Science University | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3181 Sam Jackson Park Rd | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 97239 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931176109 | EIN |
| Primary Activities | Hospital, Edu | PrimaryActivities |
| Legal Domicile State | OR | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of EOY AssetsShareOfEOYAssets |
|---|---|---|---|---|
| Charitable remainder trust (57) | ||||
| CRT | OR | OHSUF | T | 13243236 |
| Charitable remainder trust (1) | ||||
| CRT | OR | US BANK | T | 626281 |
| Charitable remainder trust (1) | ||||
| CRT | FL | JOHN P RITCHEY | T | 1184836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Oregon Health & Science University | ||
| B | 55041939 | Cash Paid |
| Oregon Health & Science University | ||
| J | 53574 | LEASE AGREEMENT |
| Oregon Health & Science University | ||
| O | 48095 | EXP INCURRED |
| Oregon Health & Science University | ||
| Q | 10201642 | RECLASSED INC |
| Oregon Health & Science University | ||
| R | 13546556 | RECLASSED EXP |