2012-05-10T13:40:50-07:00 2011-06-30 990 2010-07-01 930634049 MARYLHURST UNIVERSITY MARY 5036368141 PO Box 261 Attn Stephen Huckins Marylhurst OR 970360261 Michael Lammers 5036368141 2012-05-10 2010 2016-02-24 21:20:13Z Judi Johansen 17600 Pacific Highway - Hwy 43 PO Box 261 Marylhurst OR 970360261 32371666 0 0982 X www.marylhurst.edu X 1893 OR Marylhurst University is a Catholic liberal arts university nationally recognized for its dedication to excellence in the education of self-directed adult learners seeking relevant, rigorous and innovative undergraduate and graduate programs. Students of all ages and walks of life come to Marylhurst to transform their lives in some way; here, they get very personalized attention to help them do just that. Through both on-campus and online programs, Marylhurst creates collaborative learning environments that value and challenge each individual, with a focus on clearly defined outcomes. Marylhurst excels in integrating professional programs and the liberal arts through curriculum that emphasizes interdisciplinary learning and prepares students to lead lives of ethical leadership, service and social responsibility. 34 33 749 46 0 0 2346389 2212687 22954758 24322590 425410 417929 408510 483127 26135067 27436333 1275366 1633169 0 0 12295052 13855613 23240 0 969287 11345501 11945429 24939159 27434211 1195908 2122 48003406 50815302 8432757 8738098 39570649 42077204 Marylhurst University is a Catholic liberal arts university nationally recognized for its dedication to excellence in the education of self-directed adult learners seeking relevant, rigorous and innovative undergraduate and graduate programs. Students of all ages and walks of life come to Marylhurst to transform their lives in some way; here, they get very personalized attention to help them do just that. Through both on-campus and online programs, Marylhurst creates collaborative learning environments that value and challenge each individual, with a focus on clearly defined outcomes. Marylhurst excels in integrating professional programs and the liberal arts through curriculum that emphasizes interdisciplinary learning and prepares students to lead lives of ethical leadership, service and social responsibility. 0 0 20007526 1633169 24322590 Higher Education: 1,296 Students in Undergraduate Programs. 1,377 Students in Graduate Programs. 206 Bachelor Degrees Granted. 439 Masters Degrees Granted. 0 0 0 20007526 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 1 2795 0 1 749 1 0 0 0 0 0 1 1 0 0 0 0 X 34 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OR X Debra Meyers Controller 5036368141 PO Box 261 Marylhurst OR 970360261 Ruth Beyer 1 X 0 0 0 Richard Alexander 1 X 0 0 0 Xandra T McKeown 1 X 0 0 0 Eileen Brown SNJM 1 X 0 0 0 Roswitha Frawley SNJM 1 X 0 0 0 Joan Hansen SNJM 1 X 0 0 0 Lynda Thompson SNJM 1 X 0 0 0 Wanda Marie Jordan SNJM 1 X 0 0 0 Janina Kokorowski SNJM 1 X 0 0 0 Ceclia A Ranger SNJM 1 X 0 0 0 Joan Saalfeld SNJM 1 X 0 0 0 Barbara Gfeller SNJM 1 X 0 0 0 Jane Hibbard SNJM 1 X 0 0 0 Mary Burke SNJM 1 X 0 0 0 Diana Pierce Knox 1 X 0 0 0 Larry Choruby 1 X 0 0 0 Lawrence J Remmers 1 X 0 0 0 Mary Clark 1 X 0 0 0 Sam W Shoen MD 1 X 0 0 0 William C Barr 1 X 0 0 0 Andy Macritchie 1 X 0 0 0 Rebecca DeCesaro 1 X 0 0 0 Sylvia Giustina 1 X 0 0 0 Greg Hogensen 1 X 0 0 0 Edward J Vranizan 1 X 0 0 0 Stephen P Zimmer 1 X 0 0 0 Martin Ringle 1 X 0 0 0 Judie Hammerstad 1 X 0 0 0 Gil Rodriguez 1 X 0 0 0 Patricia Smith 1 X 0 0 0 Scott Bolton 1 X 0 0 0 Tim Clevenger 1 X 0 0 0 Chip Terhune 1 X 0 0 0 Judith Johansen 40 X X 226240 0 20806 David C Plotkin 40 X 109799 0 18357 Michael P Lammers 40 X 97096 0 18050 Lynn Mawe 40 X 45333 0 21857 Celina Ratliff 40 X 51423 0 4708 Ethan Benatan 40 X 41629 0 8759 Fr Rick Ganz 40 X 0 0 0 Janet Williams 32 X 49146 0 8444 David Dickson 40 X 76623 0 7402 697289 0 108383 2 0 1 0 Compass Knowledge Suite 400 2145 Metrocenter Blvd Orlando FL 328356217 Marketing and Advising 4994937 Health Net Health Plan Oregon PO Box 3017 Portland OR 972083017 Health Insurance 876502 ING National Trust PO Box 3015 New York NY 101163015 Retirement Investment Services 704856 Kaiser Foundation Health Plan PO Box 34178 Seattle WA 981241178 Health Insurance 361947 Bon Appetit File 50196 Ground Level 1000 W Temple Street Los Angeles CA 900740196 Food Services 344662 16 0 0 132849 0 88034 1991804 44433 2212687 Tuition 611310 24322590 24322590 0 0 0 0 0 0 24322590 321014 0 0 321014 0 0 0 0 0 0 0 0 340276 0 47801 0 292475 0 292475 0 0 292475 4479157 0 4382242 0 96915 0 96915 0 0 96915 73106 132849 148078 -74972 0 -74972 0 0 0 0 0 0 550055 357212 192843 0 0 192843 Billing Fees 611310 44944 0 0 44944 Library Fines 611310 11109 0 0 11109 16728 0 0 16728 72781 27436333 24322590 0 901056 0 0 1633169 1633169 0 0 0 0 848023 129339 461877 256807 0 0 0 0 9572565 7832951 1452491 287123 470644 341521 108556 20567 2281735 1677942 509799 93994 682646 495360 157455 29831 0 0 0 0 17612 0 17612 0 87772 0 87772 0 0 0 0 0 0 0 39537 0 39537 0 6230718 5658855 460444 111419 604686 585005 19206 475 1324766 444437 754579 125750 641458 285547 355911 0 1148 1148 0 0 808740 16198 790012 2530 143980 118819 18754 6407 0 0 0 0 77937 60173 14050 3714 58368 22254 36114 0 0 0 0 0 1333763 399626 934137 0 93407 251 93156 0 Memerships 89955 37163 47903 4889 Food & Set-Up 170676 109937 40520 20219 Small Equipment 76216 52310 23456 450 144690 105521 34057 5112 27434211 20007526 6457398 969287 5975413 2297678 956696 1064452 1984182 1256636 1965109 1982427 0 0 0 0 480090 463795 196606 236281 669447 553099 36108093 16541146 19673312 19566947 14858504 18097477 1028300 1287853 0 0 0 0 215747 4008657 48003406 50815302 2817256 3166601 0 0 3757835 3573315 0 0 0 0 0 0 36219 92956 447080 734121 1374367 1171105 8432757 8738098 X 24678413 24354930 1936488 4244879 12955748 13477395 39570649 42077204 48003406 50815302 X 2122 2504433 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 95903 0 0 X X X 0 14968745 630338 2903085 573702 -128494 76767 17980193 13899520 756187 1343087 661779 294021 74248 14968746 16990125 151531 -2360050 741322 60735 80029 13899520 0.1 0.9 0 0 0 0 228026 228026 1688961 19815858 11410243 10094576 715417 0 262319 453098 0 6208172 3683504 2524668 0 7451659 1185080 6266579 19566947 Government Receivable - Largely Direct Loan Program 4008657 4008657 0 FIN 47 Asset Retirement Obligation 589890 Perkins Loans Fund Liability 431569 Guaranteed Student Loans 6000 Unearned Rent 88061 Unitrusts, Annuities, and Agency Funds 55585 1171105 27436333 27434211 2122 2355055 0 0 0 149378 2504433 2506555 28671773 2355055 0 0 -1080078 1274977 27396796 39537 0 39537 27436333 26165218 0 0 0 557912 557912 25607306 0 1826905 1826905 27434211 SchD_P03_S00_L04 Schedule D, Part III, Line 4 The University has a small collection of art, historical treasures, and other similar assets. The collection includes paintings, sacred music, pictures, statues, and a doll collection. Some of the pieces have been purchased by the University. Parts of the collection are on display. The sacred music is used as a study resource. SchD_P05_S00_L04 Schedule D, Part V, Line 4 Scholarships make up 90% of the endowed funds. The remaining 10% of the endowment is restricted to Music - the Library - English, Literature and Writing - General Support of the University. The Board Designated Quasi-Endowment is used for special purpose projects as authorized by the Board. SchD_P10_S00_L02 Schedule D, Part X, Line 2 Financial Statements Footnote 2g - The Internal Revenue Service has recognized the University as exempt from tax under the provisions of Section 501(c)(3) of the Internal Revenue Code except to the extent of unrelated business income under Sections 511 through 515. The University accounts for uncertainty in income taxes in accordance with FASB ASC No. 740-10, Accounting for Uncertainty in Income Taxes, - an interpretation of FASB Statement No. 109, however, management has not recorded a provision as unrelated business income, if any, is immaterial to the financial statements. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 Actuarial Change -4,821; Capital items included in Information Technology, Part IX Line 14, 154,199 SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Scholarships & Discounts -1,633,169; Rental Expense 47,801; Fund Raising Expense 148,078; Cost of Goods Sold 357,212 SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Actuarial Change 4,821; Event Expense 148,078; Cost of Goods Sold 357,212; Rental Expense 47,801 SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b Capital items included in Information Technology, Part IX line 14, $154,199; Investment expense not in Part VIII line 3, $39,537; Tuition Discounts, $1,633,169. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SchE_P01_S00_L03 Schedule E, Part I, Line 3 The University publishes its racially nondiscriminatroy policy in the Oregonian newspaper, annually. The Oregon Independent College Association (OICA) also publishes a statement annually for all of its member colleges. SchE_P01_S00_L06 Schedule E, Part I, Line 6 The University receives student financial aid from federal and state agencies Golf 100270 79260 21010 3260 6775 18450 0 0 6938 Annual Dinner 33625 30545 3080 0 0 0 0 0 11203 13 72060 23044 49016 0 0 0 0 0 101452 205955 132849 73106 3260 6775 18450 0 0 119593 148078 -74972 1 Tuition Discounts 352 0 741314 Total amount of discounts credited to student account balances Marylhurst University offers tuition discounts to memebers of the Armed Services, as well as, other students. SEOG Matching Funds. The University matches federal funds dedicated for the Supplemental Educational Opportuinty Grant program at the ratio of one dollar for evey three dollars of federal SEOG student aid received. 96 23000 0 Dollars paid out University Scholarships. These are provided from endowed, temporarily restricted and unrestricted funds. Generally, they originate from a donor contribution to establish or fund a university scholarship. 334 868855 0 Dollars paid out SchI_P01_S00_L02 Schedule I, Part I, Line 2 These grants are scholarships and discounts awarded to our students. Marylhurst University has a well developed system of internal controls for Admissions, Financial Aid, Registration, Student Accounts and Accounting. The system is monitored by experienced staff to ensure the use of grant aid is in compliance with all governing laws, regulations, and policies. X 0 1 X X X 0 0 0 0 0 0 0 0 0 Judith Johansen 226240 0 0 0 0 0 0 0 20806 0 247046 0 250880 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a The University pays membership fees to the Arlington Club for the President and to the University Club for the VP for Institutional Advancement and the VP for Community Relations. Both clubs are social clubs. Memberships are for business related to the University. SchJ_P01_S00_L01b Schedule J, Part I, Line 1b Marylhurst University has a well develped set of accounts payable policies, but does not specifically embrace payment of social club dues for its officers. The dues are deemed to be business related. The payment for the social club dues is processed through the accounts payable system. See additional information concerning social clubs on Schedule J, Part III, Supplemental Information for Line 1a of Schedule J, Part I. SchJ_P01_S00_L03 Schedule J, Part I, Line 3 A performance Evaluation was conducted by the Board of Trustees, in consultation with the VP for HR & Organizational Excellence, using performance feedback and salary data benchmarks to award merit increase. Nancy Wilgenbusch President Emeritus 0 Serves on the Board of West Coast Bank, the University's primary bank 0 Xandra McKeown Trustee to the University 0 Executive VP for West Coast Bank, the University's primary bank 0 Kirk Johansen University President's Husband 0 Firm provides legal services for the University 0 Don Williams VP Human Resources' Husband 0 Firm provides legal service for the University 0 X 8 44433 Ending MV Day of Receipt 0 0 1 1 SchM_P01_S00_L32b Schedule M, Part I, Line 32b Schedule M, Part 1, Line 32b - For gifts of stock: Prospective donors notify the University Instituitional Advancement Dept of their intent to donate stock. Institutional Advancement provides the donor with an account number at Charles Schwab, records the gift into the donor giving record at the closing price on the date of gift, and notifies the Controller. The Controller authorizes the immediate sale of stock upon receipt in accordance with policy. Charles Schwab sells the stock with a market order upon request. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The Board of Trustees has delegated the review of the Form 990 to the Audit Committee. Prior to filing, Form 990 is reviewed internally by the Audit Committee, the President, the Chief Financial Officer and the Controller. Subsequent to its review, the Audit Committee reports back to the Board regarding its oversight of Form 990. The Form 990 is electronically sent to each Board member prior to filing. Paper copies of Form 990 are available to Board members on request. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c The officers, trustees and key employees annually update and sign the University's Conflict of Interest disclosure form. The Board of Trustees is made aware of any conflict of interest. Those with a conflict of interest are to refrain from participating in the consideration of proposed transactions, unless the Board or Administration requests information or interpretation. Trustees or officers with conflicts shall not vote. At the request of the Board Chair, the covered person with a conflict may be asked to leave the meeting during discusssion and/or vote. The VP for HR&OE and the President's Office monitor for compliance. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 A performance evaluation for the University President was conducted by the Board of Trustees in consultation with the VP for Human Resources and Organizational Excellence using performance feedback and salary data benchmarks to award merit increase. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 While federal tax laws do not mandate that the University's governing documents, conflict of interest policy and financial statements be made available for public inspection, the University makes these documents available upon request. F990_P11_S00_L05 Form 990, Part XI, Line 5 Unrealized gains on investments $2,355,055; Actuarial change -$4,821; Capital items included in Information Technology, Part IX Line 14, $154,199. Charitable Remainder Trust PO Box 261 Marylhurst OR 970360261 Charitable Remainder Trust OR N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Filing Date Extention approved to May15, 2012