2011-05-04T17:28:52-07:00 2010-06-30 990 2009-07-01 930634049 MARYLHURST UNIVERSITY MARY 5036368141 PO Box 261 Marylhurst OR 970360261 Michael Lammers 5036368141 2011-05-02 2009 2016-02-24 21:20:13Z Michael Lammers 17600 Pacific Highway PO Box 261 Marylhurst OR 970360261 28565699 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. 33 32 708 0 0 0 947484 2346389 18888641 22954758 189546 425410 448327 408510 20473998 26135067 1107920 1275366 0 0 10586367 12295052 30960 23240 832980 9190496 11345501 20915743 24939159 -441745 1195908 43186207 48003406 6004785 8432757 37181422 39570649 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 18174350 1275366 22954758 HIgher Education: 1,331 Students in Undergraduate Classes. 1,306 Students in Graduate Classes. 219 Bachelor Degrees Granted. 317 Master Degrees Granted 0 0 0 18174350 1 1 0 0 0 0 1 0 1 1 1 0 1 0 1 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 1 2487 0 1 708 1 0 0 0 0 0 1 1 0 0 0 33 32 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 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 Fr Rick Ganz 1 X 0 0 0 Diana Pierce Knox 1 X 0 0 0 Homer Williams 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 Joyce Furman 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 Susan Naumes 1 X 0 0 0 Judith Johansen 40 X X 241920 0 8960 David C Plotkin 40 X 107724 0 16386 Michael P Lammers 40 X 96708 0 16034 David K Dickson 40 X 110000 0 9418 Janet M Williams 32 X 75079 0 13361 Nancy A Wilgenbusch 10 X X 105427 0 7142 736858 0 71301 4 1 1 0 Compass Knowledge Suite 400 2145 Metrocenter Blvd Orlando FL 328356217 Marketing and Advising 4454104 Health Net Health Plan Oregon PO Box 3017 Portland OR 972083017 Health Insurance 798559 TIAA-CREF PO Box 933326 Atlanta GA 311933326 Retirement Investment Services 584469 Schommers and Sons Inc 6421 NE Colwood Way Portland OR 97218 Contruction 568391 Bon Appetit File 50196 Ground Level 1000 W Temple Street Los Angeles CA 900740196 Food Services 379381 14 0 0 181336 0 100756 2064297 257143 2346389 Tuition 900099 22954758 22954758 0 0 0 0 0 0 22954758 359253 0 0 359253 0 0 0 0 0 0 0 0 344289 0 84500 0 259789 0 259789 0 0 259789 1870365 0 1804208 0 66157 0 66157 0 0 66157 55590 181336 94256 -38666 0 0 -38666 0 0 0 0 0 0 616778 447668 169110 0 0 169110 18277 0 0 18277 18277 26135067 22954758 0 833920 0 0 1275366 1275366 0 0 0 0 688739 124381 333398 230960 0 0 0 0 8653917 7115691 1259564 278662 460650 342021 96714 21915 1754472 1313634 366165 74673 737274 547407 154792 35075 0 0 0 0 32017 0 32017 0 110000 0 110000 0 0 0 0 0 23240 23240 39789 0 39789 0 5682772 5204471 447249 31052 641048 637693 0 3355 1222930 499491 648212 75227 549004 272475 276529 0 80608 77028 3580 0 996379 14804 978965 2610 98761 80302 12902 5557 0 0 0 0 48812 37931 7066 3815 58532 23905 34627 0 0 0 0 0 1289544 367256 922288 0 90717 680 90037 0 Food & Set-up 151401 81389 43025 26987 Small Equipment 43238 25593 10955 6690 Memberships 66776 30291 28105 8380 Miscellaneous 143173 102541 35850 4782 0 0 0 0 24939159 18174350 5931829 832980 X 0 0 0 0 3702314 5975413 1073666 956696 1138812 1984182 1806778 1965109 0 0 0 0 523841 480090 157009 196606 596849 669447 35120142 15446830 19685473 19673312 13583212 14858504 875974 1028300 0 0 0 42279 215747 43186207 48003406 1192335 2817256 0 0 3136181 3757835 0 0 0 0 0 0 29556 36219 478388 447080 1168325 1374367 6004785 8432757 X 22940594 24678413 1841357 1936488 12399471 12955748 37181422 39570649 43186207 48003406 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14225 95903 0 0 X X X 0 13899520 756187 1343087 661779 294021 74248 14968746 16990125 151531 -2360050 741322 60735 80029 13899520 0.08 0.92 0 0 0 0 228026 228026 2338062 18667667 10880508 10125221 715417 0 214625 500792 0 5929582 3438291 2491291 0 7241388 913406 6327982 19673312 Platte River Limited Partnership 1028300 F 1028300 Government Receivable 215747 215747 0 FIN 47 Asset Retirement Obligation 573179 Perkins Loans Fund Liability 434011 Guaranteed Student Loans 196279 Unearned Rent 97331 Unitrusts, Annuities, and Agency Funds 73567 1374367 26135067 24939159 1195908 1115521 0 0 0 77798 1193319 2389227 26561857 1115521 0 0 -648942 466579 26095278 0 39789 39789 26135067 24172630 0 0 0 647987 647987 23524643 0 1414516 1414516 24939159 SchD_P03_S00_L04 Schedule D, Part III, Line 4 The University has a small collection of art, historical treasures, or 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 88% of the endowed funds. The remaining 12% 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_L00 Schedule D, Part X 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 (formerly FIN 48), 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 of -$21,563 and Capital items include in Information Technology Part IX, Line 14 $99361 SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Scholarships & Discounts -1,275,366; Rental Expense 84,500; Fund Raising Expense 94,256; Cost of Goods Sold 447,668 SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Investment expense not included in 990, Part VIII, Line 3d SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Actuarial Change 21,563; 990 1 09 B Event Expenses 94,256; 990 1 10 B Cost of Goods Sold 447,668; 990 1 06 B Rental Expense 84,500 SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b Capital items included in Information Technology, Part IX line 14, $99,361 - Investment expense not in Part VIII Line 3, $39,789 - Tuition Discounts, $$1,275,366 1 1 1 The University publishes its racially nondiscriminatory policy in the Oregonian newspaper, annually. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 The University receives student financial aid from federal and state agencies. 1 Europe (including Iceland and Greenland) 0 0 Program Services Marylhurst University sponsors a five week study in Rome, Italy for Interior Design students. The program is called Studio Roma. Students are housed and take various courses while Rome. The program is contracted through an American university. 34341 East Asia and the Pacific 0 0 Program Services Arranged tour in China for Marylhurst Business Students 7124 0 0 41465 X X X X X X X 1 Lee Gadilauskas Lee was contracted to write grants proposals to Foundations and other granting organizations. The grant proposals were written for the benefit of Marylhurst University. 0 17500 23240 -5740 17500 23240 -5740 OR Golf Tournament 123566 99921 23645 3300 350 14536 0 0 23791 Annual Dinner 79115 75065 4050 0 0 0 0 0 4789 14 34245 6350 27895 0 0 0 0 0 47490 236926 181336 55590 3300 350 14536 0 0 76070 94256 -38666 1 Institutional Tuition Discounts 307 0 568326 Total discounts credited to student account balances Marylhurst University offers tuition discounts to members of the Armed Services, as well as, other students. SEOG Matching Funds. The University matches federal funds dedicated for the Supplemental Educational Opportunity Grant program at a ratio of one dollar for every three dollars of federal student aid received. 160 23175 0 Dollars paid out University Scholarships are provided by endowed, temporarily restricted and unrestricted funds. Generally, they originate from a donor contribution to establish or fund a University scholarship. 233 683865 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 0 1 0 0 0 0 0 0 0 Judith Johansen 241920 0 0 0 0 0 0 0 8960 0 250880 0 105395 0 Nancy A Wilgenbusch 75213 0 0 0 7142 0 0 0 0 0 82355 0 164080 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a The University pays the Arlington Club fees for the President and the University Club fees for the Vice President for University Advancement. Both memberships are for business related to the University. SchJ_P01_S00_L01b Schedule J, Part I, Line 1b Marylhurst University has a well developed 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 on Schedule J, Part III in reference to Line 1a. SchJ_P01_S00_L03 Schedule J, Part I, Line 3 The Board approved the president's written contract. SchJ_P01_S00_L04 Schedule J, Part I, Line 4 Our former president participated in and received payment from a supplemental nonqualified retirement plan with the University. The plan is in the form of a Rabbi Trust agreement. The plan has a limited duration of three years. The Rabbi Trust paid out $19,992 in calendar year 2010. Nancy Wilgenbusch President Emeritus 0 Serves on Board of West Coast Bank, the University's main bank 0 Xandra McKeown Trustee to the University 0 Executive VP for West Coast Bank, the University's main bank 0 Katherine Dickson VP for Instituitional Advancement's Wife 9031 Consulting 0 Kirk Johansen President's Husband 30609 Firm provides legal services for the University 0 Don Williams VP Human Resources' Husband 30609 Firm provides legal services for the University 0 X 1 14225 Appraisal X 5 45619 Ending MV on day of receipt X 2 54729 Life Insurance Valuation X Belluschi House and Other 3 117570 Appraisal X Piano 1 25000 Appraisal 1 0 1 1 SchM_P01_S00_L32b Schedule M, Part I, Line 32b For gifts of stock: Prospective donors notify the University Institutional Advancement Dept of their intent to donate stock. Institutional Advancement Dept 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 receipt. F990_P06_S0B_L11 Form 990, Part VI, Section B, Line 11 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 Controller, the VP of Finance and Administration, the President, and the Audit Committee. Subsequent to its review, the Audit Committee reports back to the Board regarding its oversight of Form 990. A Form 990 summary sheet is sent to the full Board. The full report is available to the all Board members upon 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 discussion and/or vote. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 While federal tax laws do not mandate that the organization's governing documents, conflict of interest policy and financial statements be made available for public inspection, the organization makes its financial statements available upon request. To Whom It May Concern: I am requesting a waiver of fees for late filing as I believe our request for an extension to May 15, 2011 was denied inappropriately. - The following explains my position: I received your letter denying an extension of our filing date for Form 990 to May 15, 2011. I did not understand the reasoning for the denial letter as we had filed in exactly the same manner the previous year and had received an extension without any problem. The extension was filed in a timely fashion and received by the IRS well before February 15, 2011 (the end of the automatic extension period). - I called the IRS assistance line and spoke with a Miss Atkins. Miss Atkins looked over the extension request and compared it to the prior year's extension request. After her review, Miss Atkins told me the denial letter was sent to us in error and that I should have received an approval letter instead. Miss Atkins told me to ask for a waiver of the denial and all associated fees as this was an obvious error. - I would like to thank Miss Atkins for her thoroughness in reviewing my document and advising me on how to respond. It was a pleasure talking with her. - Thank you for your consideration, - Stephen Huckins - Marylhurst University - 503.699.6300