OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION (EIN 23-7083114)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-06
- IRS object ID
- 202601269349302130
- Schema version
- 2024v5.5
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T12:32:56-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 SW 5TH AVENUE SUITE 3800 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237083114 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON HEALTH & SCIENCE UNIVERSITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OREG | BusinessNameControlTxt |
| Phone | 5032281730 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 SW 4TH AVENUE SUITE 900 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TARA SIMS | PersonNm |
| Person Title | CFO - VP FINANCE & ADMIN | PersonTitleTxt |
| Phone | 5032281730 | PhoneNum |
| Signature | 2026-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M HIGHFILL | PreparerPersonNm |
| PTIN | P01517891 | PTIN |
| Phone | 5032216500 | PhoneNum |
| Preparation | 2026-04-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATE AZIZI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 SW 4TH AVENUE SUITE 900 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $238,552,419 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OHSUFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 130 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $2,562,909 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $502,120 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $92,725,252 | PYContributionsGrantsAmt |
| CY Contributions Grants | $97,462,118 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,578,659 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,105,087 | CYProgramServiceRevenueAmt |
| PY Investment Income | $44,753,912 | PYInvestmentIncomeAmt |
| CY Investment Income | $93,900,444 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$459,958 | PYOtherRevenueAmt |
| CY Other Revenue | -$373,685 | CYOtherRevenueAmt |
| PY Total Revenue | $140,597,865 | PYTotalRevenueAmt |
| CY Total Revenue | $194,093,964 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $148,276,727 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $165,000,463 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,209,922 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,427,578 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $18,376,030 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,222,748 | PYOtherExpensesAmt |
| CY Other Expenses | $25,800,896 | CYOtherExpensesAmt |
| PY Total Expenses | $187,709,397 | PYTotalExpensesAmt |
| CY Total Expenses | $213,228,937 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$47,111,532 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$19,134,973 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,630,108,311 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,661,467,615 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $84,501,017 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $85,337,065 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,545,607,294 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,576,130,550 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OREGON HEALTH & SCIENCE UNIVERSITY 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $165,340,019 | ExpenseAmt |
| Grant | $164,893,835 | GrantAmt |
| Revenue | $3,103,944 | RevenueAmt |
| Desc | FUNDING RAISED BY THE FOUNDATION IS BEING USED BY OHSU TO SUPPORT RESEARCH, EDUCATION, AND PATIENT CARE IN THE AREAS OF CANCER, VISION, HEARING, NEUROLOGY, NURSING, DENTISTRY, BEHAVIORAL HEALTH, HEALTH DISPARITIES AND EQUITY, RURAL HEALTH, PUBLIC HEATH, AND MANY OTHERS.SEE SCHEDULE O FOR MORE INFORMATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $106,628 | ExpenseAmt |
| Grant | $106,628 | GrantAmt |
| Desc | GRANTS AND TRANSFERS TO SUPPORT PROGRAMS OF OTHER CHARITABLE, MEDICAL, AND EDUCATIONAL ORGANIZATIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $165,446,647 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 256 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 130 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | DA | ForeignCountryCd |
| Foreign Country | NO | ForeignCountryCd |
| Foreign Country | PO | ForeignCountryCd |
| Foreign Country | SW | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TARA SIMS - CFO - VP FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5032281730 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 SW 4TH AVENUE SUITE 900 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| KATE AZIZI | |||||||||
| PRESIDENT | 40.00 | 1.00 | Yes (X) | Yes (X) | $397,578 | $0 | $10,338 | ||
| JILL EILAND | |||||||||
| FORMER INTERIM PRESIDENT (THRU 9/01/24) | 40.00 | 1.00 | Yes (X) | Yes (X) | $558,808 | $0 | $41,428 | ||
| DANA BRANER MD FAAP FCCM | |||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $623,240 | $29,893 | |||
| DANNY O JACOBS MD MPH FACS | |||||||||
| DIRECTOR (THRU 11/5/24) | 1.00 | 40.00 | Yes (X) | $0 | $1,680,474 | $66,567 | |||
| KELLY SCHRADER | |||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ERIC DISHMAN | |||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBIN GANTT | |||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| AADAM HUSSAIN | |||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BARBARA A SILVER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRAD BLUMENFELD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHAD PAULSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| COREY MORRIS-SINGER PHD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CRAIG A KELLY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAMIEN HALL JD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN OCCHIPINTI | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID PAYNE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DYLAN ROBINSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC MARVIN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAY N ZIDELL | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN HERSHEY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JORGE G CASIMIRO | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSH SCHLESINGER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KELLY KILKENNY HALE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY E LAGO CTFA | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE PETITT CPA | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY HAIGWOOD PHD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $115,754 | $0 | |||
| NORAH VERBOUT PHD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PENNEY HOODENPYLE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PRISCILLA W LONGFIELD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RONDA TROTMAN DMD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STACEY STRADE SQUIRES CFA | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN E BABSON JD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE STADUM | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $133,946 | $23,910 | |||
| STEVEN PREWITT | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSIE PAPE | |||||||||
| DIRECTOR (THRU 9/20/24) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| XANDRA T MCKEOWN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL RORABAUGH | |||||||||
| VP OF DEVELOPMENT AND CHIEF DEVELOPMENT OFFICER | 40.00 | 0.00 | Yes (X) | $134,929 | $0 | $34,029 | |||
| TARA SIMS | |||||||||
| CFO - VP FINANCE | 40.00 | 0.00 | Yes (X) | $371,523 | $0 | $68,759 | |||
| LESLIE CONSTANS | |||||||||
| AVP OF FOUNDATION COMMUNICATIONS | 40.00 | 0.00 | $242,257 | $0 | $57,064 | Yes (X) | |||
| CAROLANNE WIPFLI | |||||||||
| INTERIM VP OF DEVELOPMENT | 40.00 | 0.00 | $376,346 | $0 | $50,146 | Yes (X) | |||
| AMANDA HOSKINS | |||||||||
| AVP OF ADVANCEMENT SERVICES | 40.00 | 0.00 | $276,291 | $0 | $54,950 | Yes (X) | |||
| MADELAINE ABULENCIA | |||||||||
| AVP OF DEVELOPMENT II | 40.00 | 0.00 | $229,668 | $0 | $63,078 | Yes (X) | |||
| JOANNA EHLERS | |||||||||
| AVP OF DEVELOPMENT II | 40.00 | 0.00 | $242,927 | $0 | $31,227 | Yes (X) | |||
| AMANDA HORTON | |||||||||
| AVP OF FOUNDATION RELATION | 40.00 | 0.00 | $241,776 | $0 | $45,045 | Yes (X) | |||
| ROCHELLE MAKELA-GOODMAN | |||||||||
| AVP OF GIFT PLANNING | 40.00 | 0.00 | $245,165 | $0 | $42,969 | Yes (X) | |||
| SARAH NEVUE | |||||||||
| SENIOR DIRECTOR OF DEVELOPMENT II | 40.00 | 0.00 | $227,007 | $0 | $57,821 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,544,275 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,553,414 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $677,224 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 63 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GLOBALIZATION PARTNERS LLC | |||||
| 175 FEDERAL STREET 17TH FLOOR | BOSTON | MA | 02110 | CONTRACTED EMPLOYEES | $1,412,169 |
| 2020 PORTLAND OWNER LLC | |||||
| PO BOX 888922 | LOS ANGELES | CA | 900888922 | RENT | $672,821 |
| ALLEGIS GROUP HOLDINGS INC | |||||
| 3689 COLLECTION CTR DR | CHICAGO | IL | 60693 | CONTRACTED EMPLOYEES | $280,977 |
| KPMG LLP | |||||
| PO BOX 120922 | DALLAS | TX | 753120922 | ACCOUNTING SERVICES | $237,994 |
| WORKPLACE CHANGE LLC | |||||
| PO BOX 6448 | PORTLAND | OR | 97228 | PROFESSIONAL SERVICE | $175,025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $10,357 | FederatedCampaignsAmt |
| Fundraising | $3,926,699 | FundraisingAmt |
| All Other Contributions | $93,525,062 | AllOtherContributionsAmt |
| Noncash Contributions | $4,151,033 | NoncashContributionsAmt |
| Total Contributions | $97,462,118 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MANAGEMENT SERVICE FEE | 900099 | $1,609,416 | $1,609,416 | |
| EDUCATION OF PUBLIC | 900099 | $1,125,508 | $1,125,508 | |
| ALUMNI/OUTREACH ACTIVI | 900099 | $213,682 | $212,539 | $1,143 |
| RESEARCH ACTIVITY AGRE | 900099 | $156,481 | $156,481 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,105,087 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,567,549 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,473,879 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,093,670 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,855,841 | SecuritiesAmt |
| Other | $110,360,521 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,980,377 | SecuritiesAmt |
| Other | $35,903,090 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,875,464 | SecuritiesAmt |
| Other | $74,457,431 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,332,895 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $87,887 | UnrelatedBusinessRevenueAmt |
| Exclusion | $83,245,008 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $201,303 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,926,699 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $574,988 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$373,685 | TotalRevenueColumnAmt |
| Exclusion | -$373,685 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $194,093,964 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,103,944 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,562,909 | UnrelatedBusinessRevenueAmt |
| Exclusion | $90,964,993 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,000,463 | TotalAmt |
| Program Services | $165,000,463 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,212,639 | TotalAmt |
| Management And General | $2,459,275 | ManagementAndGeneralAmt |
| Fundraising | $753,364 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,879,947 | TotalAmt |
| Program Services | $338,216 | ProgramServicesAmt |
| Management And General | $3,248,186 | ManagementAndGeneralAmt |
| Fundraising | $10,293,545 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,502,374 | TotalAmt |
| Program Services | $36,658 | ProgramServicesAmt |
| Management And General | $351,856 | ManagementAndGeneralAmt |
| Fundraising | $1,113,860 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,671,851 | TotalAmt |
| Program Services | $69,813 | ProgramServicesAmt |
| Management And General | $686,955 | ManagementAndGeneralAmt |
| Fundraising | $1,915,083 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,160,767 | TotalAmt |
| Management And General | $1,160,767 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,244 | TotalAmt |
| Management And General | $184,469 | ManagementAndGeneralAmt |
| Fundraising | $67,775 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,354 | TotalAmt |
| Management And General | $289,354 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,454,948 | TotalAmt |
| Management And General | $15,454,948 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,487,557 | TotalAmt |
| Management And General | $674,320 | ManagementAndGeneralAmt |
| Fundraising | $1,813,237 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $781,112 | TotalAmt |
| Management And General | $54,086 | ManagementAndGeneralAmt |
| Fundraising | $727,026 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,660 | TotalAmt |
| Program Services | $108 | ProgramServicesAmt |
| Management And General | $157,328 | ManagementAndGeneralAmt |
| Fundraising | $163,224 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $855,200 | TotalAmt |
| Management And General | $788,110 | ManagementAndGeneralAmt |
| Fundraising | $67,090 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,259 | TotalAmt |
| Management And General | $95,812 | ManagementAndGeneralAmt |
| Fundraising | $2,447 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,162 | TotalAmt |
| Program Services | $787 | ProgramServicesAmt |
| Management And General | $47,240 | ManagementAndGeneralAmt |
| Fundraising | $159,135 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $842,871 | TotalAmt |
| Program Services | $217 | ProgramServicesAmt |
| Management And General | $101,111 | ManagementAndGeneralAmt |
| Fundraising | $741,543 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,707 | TotalAmt |
| Management And General | $336,707 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,086,701 | TotalAmt |
| Management And General | $1,086,701 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,782 | TotalAmt |
| Management And General | $22,683 | ManagementAndGeneralAmt |
| Fundraising | $99 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| OTHER MGMT & ADMIN | $2,200,354 | $2,200,354 | ||
| OTHER FUNDRAISING | $533,887 | $533,887 | ||
| DONOR CULTIVATION | $30,713 | $5,998 | $24,715 | |
| OTHER PROGRAM EXPENSES | $385 | $385 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,228,937 | TotalAmt |
| Program Services | $165,446,647 | ProgramServicesAmt |
| Management And General | $29,406,260 | ManagementAndGeneralAmt |
| Fundraising | $18,376,030 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,112,401 | BOYAmt |
| EOY | $34,696,999 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,020,185 | BOYAmt |
| EOY | $140,988,371 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,570,874 | BOYAmt |
| EOY | $1,041,822 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,151,405 | BOYAmt |
| EOY | $10,731,593 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $672,551 | BOYAmt |
| EOY | $1,070,474 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,153,069 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,197,832 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,786,520 | BOYAmt |
| EOY | $10,955,237 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,222,467 | BOYAmt |
| EOY | $161,062,898 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,310,599,025 | BOYAmt |
| EOY | $1,298,883,371 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,972,883 | BOYAmt |
| EOY | $2,036,850 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,630,108,311 | BOYAmt |
| EOY | $1,661,467,615 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,562,448 | BOYAmt |
| EOY | $7,252,158 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,938,569 | BOYAmt |
| EOY | $78,084,907 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,501,017 | BOYAmt |
| EOY | $85,337,065 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,175,428,151 | BOYAmt |
| EOY | $1,186,809,887 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,240,817 | BOYAmt |
| EOY | $910,412 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,938,326 | BOYAmt |
| EOY | $388,410,251 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,545,607,294 | BOYAmt |
| EOY | $1,576,130,550 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,630,108,311 | BOYAmt |
| EOY | $1,661,467,615 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$19,134,973 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $49,658,229 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $81,004,005 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $134,077,050 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $91,085,353 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $92,725,252 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,462,118 | CurrentTaxYearAmt |
| Total | $496,353,778 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $81,004,005 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $134,077,050 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $91,085,353 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $92,725,252 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,462,118 | CurrentTaxYearAmt |
| Total | $496,353,778 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,748,394 | SubstantialContributorsTotAmt |
| Public Support Total170 | $485,605,384 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,130 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,769 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,477 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,248,495 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,004,640 | CurrentTaxYearAmt |
| Total | $19,263,511 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $88,924 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $837,681 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $502,120 | CurrentTaxYearAmt |
| Total | $1,428,725 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,490 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,862 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $138,592 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $111,057 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $201,303 | CurrentTaxYearAmt |
| Total | $534,304 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $517,580,318 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $14,580,182 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.93820 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93740 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2020 AMOUNT: $ 27,490. 2021 AMOUNT: $ 55,862. 2022 AMOUNT: $ 138,592. 2023 AMOUNT: $ 111,057. 2024 AMOUNT: $ 201,303. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 2 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $13,500 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $25,013,500 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $107,192,895 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $964,042,509 | BeginningYearBalanceAmt |
| Contributions | $29,181,101 | ContributionsAmt |
| Investment Earnings Or Losses | $83,134,896 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,221,648 | GrantsOrScholarshipsAmt |
| Other Expenditures | $49,717,424 | OtherExpendituresAmt |
| Administrative Expenses | $33,186 | AdministrativeExpensesAmt |
| End Year Balance | $1,022,386,248 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $921,970,062 | BeginningYearBalanceAmt |
| Contributions | $38,214,011 | ContributionsAmt |
| Investment Earnings Or Losses | $59,509,651 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,200,150 | GrantsOrScholarshipsAmt |
| Other Expenditures | $51,254,419 | OtherExpendituresAmt |
| Administrative Expenses | $196,646 | AdministrativeExpensesAmt |
| End Year Balance | $964,042,509 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $865,006,674 | BeginningYearBalanceAmt |
| Contributions | $81,696,241 | ContributionsAmt |
| Investment Earnings Or Losses | $23,905,340 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,726,568 | GrantsOrScholarshipsAmt |
| Other Expenditures | $44,700,745 | OtherExpendituresAmt |
| Administrative Expenses | $210,880 | AdministrativeExpensesAmt |
| End Year Balance | $921,970,062 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $842,336,249 | BeginningYearBalanceAmt |
| Contributions | $90,504,532 | ContributionsAmt |
| Investment Earnings Or Losses | -$29,696,600 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,284,399 | GrantsOrScholarshipsAmt |
| Other Expenditures | $34,843,646 | OtherExpendituresAmt |
| Administrative Expenses | $9,462 | AdministrativeExpensesAmt |
| End Year Balance | $865,006,674 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $634,281,119 | BeginningYearBalanceAmt |
| Contributions | $24,586,234 | ContributionsAmt |
| Investment Earnings Or Losses | $217,717,115 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,179,307 | GrantsOrScholarshipsAmt |
| Other Expenditures | $30,610,086 | OtherExpendituresAmt |
| Administrative Expenses | $458,826 | AdministrativeExpensesAmt |
| End Year Balance | $842,336,249 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.49980 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.49720 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00300 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,110,409 | OtherCostOrOtherBasisAmt |
| Depreciation | $219,520 | DepreciationAmt |
| Book Value | $890,889 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,125,592 | OtherCostOrOtherBasisAmt |
| Depreciation | $872,447 | DepreciationAmt |
| Book Value | $1,253,145 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,917,068 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,105,865 | DepreciationAmt |
| Book Value | $8,811,203 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,955,237 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQUITIES | $1,049,090,052 | F |
| OTHER LONG-TERM INVESTMENTS | $249,793,319 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,298,883,371 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO OHSU | $10,897,349 |
| LIAB. FOR LIFE INCOME AGRMT. | $25,887,605 |
| DUE TO OTHER INSTITUTIONS | $602,153 |
| DEFERRED INFLOWS | $30,415,510 |
| OTHER LIABILITIES | $237,466 |
| RIGHT OF USE LIABILITY-CURRENT | $687,601 |
| RIGHT OF USE LIABILITY-NON CURRENT | $9,357,223 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $78,084,907 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $228,929,775 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $49,658,229 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $57,542 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $574,988 | OtherRevenueAmt |
| Revenue Not Reported | $50,290,759 | RevenueNotReportedAmt |
| Revenue Subtotal | $178,639,016 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $15,454,948 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $15,454,948 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $194,093,964 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $198,406,520 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $57,543 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $574,988 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $632,531 | ExpensesNotReportedAmt |
| Expenses Subtotal | $197,773,989 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $15,454,948 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $15,454,948 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $213,228,937 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | 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. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE 574,988. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE 574,988. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FREESTYLE | Event1Nm |
| Gross Receipts Event1 | $3,825,860 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $3,670,426 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $155,434 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $213,801 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $336,759 | OtherDirectExpensesEvent1Amt |
| Event2 | TIMBERLINE DAYDREAM | Event2Nm |
| Gross Receipts Event2 | $180,273 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $156,106 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $24,167 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $250 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $22,311 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $121,869 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $100,167 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $21,702 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,867 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $4,128,002 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,926,699 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $201,303 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $214,051 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $360,937 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $574,988 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$373,685 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||||
| 3181 SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | OREGON STATE | $85,681,252 | $446,269 | FMV | SUPPLIES | RESEARCH |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||||
| 3181 SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | OREGON STATE | $44,513,775 | $34,733 | FMV | SUPPLIES | ACADEMIC SUPPORT |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||||
| 3181 SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | OREGON STATE | $4,096,429 | $24,576 | FMV | SUPPLIES | INSTRUCTION |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||||
| 3181 SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | OREGON STATE | $344,314 | $4,900 | FMV | SUPPLIES | INSTITUTIONAL SUPPORT |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||||
| 3181 SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | OREGON STATE | $6,543,849 | $1,400 | FMV | SUPPLIES | PUBLIC SERVICE |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||||
| 3181 SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | OREGON STATE | $13,288,984 | $0 | CAPITAL PROJECTS AND PLANNING | ||
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||||
| 3181 SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | OREGON STATE | $4,534,475 | $0 | STUDENT AID | ||
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||||
| 3181 SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | OREGON STATE | $5,300,109 | $78,770 | FMV | SUPPLIES | CLINICAL SUPPORT |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||||
| 3181 SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | OREGON STATE | $70,923 | $0 | ACADEMIC SUPPORT | ||
| PROVIDENCE - ST VINCENTS | ||||||||||
| 9205 SW BARNES RD | PORTLAND | OR | 97266 | 930575982 | 501(C)(3) | $35,705 | $0 | PUBLIC HEALTH | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TRANSFERS ARE MADE TO OREGON HEALTH AND SCIENCE UNIVERSITY (OHSU) AND UNRELATED PARTIES BASED ON THESE ENTITIES PROVIDING AUTHORIZED DOCUMENTATION OF SATISFACTION OF DONORS' INTENT. AUTHORIZATION IS CONTROLLED AND LIMITED TO SELECT INDIVIDUALS WITH THE KNOWLEDGE AND RESPONSIBILITY OF ENSURING THE TRANSFERS ARE MADE IN ACCORDANCE WITH DONOR INTENT. DOCUMENTATION CAN INCLUDE PROVIDING LABOR, EQUIPMENT, AND CONSTRUCTION REPORTS PRODUCED THAT SUBSTANTIATE SALARY EXPENSES, EQUIPMENT PURCHASES, AND CONSTRUCTION COSTS INCURRED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANNY O JACOBS MD MPH FACS | ||||||||||||||
| DIRECTOR (THRU 11/5/24) | $0 | $1,642,000 | $0 | $0 | $0 | $38,474 | $0 | $41,099 | $0 | $25,468 | $0 | $1,747,041 | $0 | $0 |
| DANA BRANER MD FAAP FCCM | ||||||||||||||
| DIRECTOR | $0 | $630,769 | $0 | $0 | $0 | -$7,529 | $0 | $29,334 | $0 | $559 | $0 | $653,133 | $0 | $0 |
| JILL EILAND | ||||||||||||||
| FORMER INTERIM PRESIDENT (THRU 9/01/ | $522,404 | $0 | $0 | $0 | $36,404 | $0 | $39,600 | $0 | $1,828 | $0 | $600,236 | $0 | $0 | $0 |
| TARA SIMS | ||||||||||||||
| CFO - VP FINANCE | $307,476 | $0 | $35,000 | $0 | $29,047 | $0 | $42,195 | $0 | $26,564 | $0 | $440,282 | $0 | $0 | $0 |
| CAROLANNE WIPFLI | ||||||||||||||
| INTERIM VP OF DEVELOPMENT | $290,510 | $0 | $60,000 | $0 | $25,836 | $0 | $43,203 | $0 | $6,943 | $0 | $426,492 | $0 | $0 | $0 |
| KATE AZIZI | ||||||||||||||
| PRESIDENT | $228,103 | $0 | $168,263 | $0 | $1,212 | $0 | $0 | $0 | $10,338 | $0 | $407,916 | $0 | $0 | $0 |
| AMANDA HOSKINS | ||||||||||||||
| AVP OF ADVANCEMENT SERVICES | $257,000 | $0 | $16,500 | $0 | $2,791 | $0 | $13,994 | $0 | $40,956 | $0 | $331,241 | $0 | $0 | $0 |
| LESLIE CONSTANS | ||||||||||||||
| AVP OF FOUNDATION COMMUNICATIONS | $226,846 | $0 | $10,500 | $0 | $4,911 | $0 | $29,380 | $0 | $27,684 | $0 | $299,321 | $0 | $0 | $0 |
| MADELAINE ABULENCIA | ||||||||||||||
| AVP OF DEVELOPMENT II | $203,481 | $0 | $23,000 | $0 | $3,187 | $0 | $28,874 | $0 | $34,204 | $0 | $292,746 | $0 | $0 | $0 |
| ROCHELLE MAKELA-GOODMAN | ||||||||||||||
| AVP OF GIFT PLANNING | $229,146 | $0 | $10,000 | $0 | $6,019 | $0 | $29,103 | $0 | $13,866 | $0 | $288,134 | $0 | $0 | $0 |
| AMANDA HORTON | ||||||||||||||
| AVP OF FOUNDATION RELATION | $230,508 | $0 | $8,000 | $0 | $3,268 | $0 | $29,039 | $0 | $16,006 | $0 | $286,821 | $0 | $0 | $0 |
| SARAH NEVUE | ||||||||||||||
| SENIOR DIRECTOR OF DEVELOPMENT II | $214,319 | $0 | $4,000 | $0 | $8,688 | $0 | $27,061 | $0 | $30,760 | $0 | $284,828 | $0 | $0 | $0 |
| JOANNA EHLERS | ||||||||||||||
| AVP OF DEVELOPMENT II | $230,026 | $0 | $8,000 | $0 | $4,901 | $0 | $15,225 | $0 | $16,002 | $0 | $274,154 | $0 | $0 | $0 |
| MICHAEL RORABAUGH | ||||||||||||||
| VP OF DEVELOPMENT AND CHIEF DEVELOPM | $133,680 | $0 | $0 | $0 | $1,249 | $0 | $16,569 | $0 | $17,460 | $0 | $168,958 | $0 | $0 | $0 |
| STEVE STADUM | ||||||||||||||
| DIRECTOR | $0 | $133,846 | $0 | $0 | $0 | $100 | $0 | $23,610 | $0 | $300 | $0 | $157,856 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING INDIVIDUALS RECEIVED A NON-FIXED PAYMENT IN CALENDAR YEAR 2024: TARA SIMS, $35,000 CAROLANNE WIPFLI, $60,000 KATE AZIZI, $168,263 LESLIE CONSTANS, $10,500 MADELAINE ABULENCIA, $23,000 AMANDA HOSKINS, $16,500 ROCHELLE MAKELA-GOODMAN, $10,000 AMANDA HORTON, $8,000 SARAH NEVUE, $4,000 JOANNA EHLERS, $8,000 THE PAYMENTS WERE REPORTED AS TAXABLE INCOME ON THE EMPLOYEE'S 2024 W-2. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,400 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $82,681 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 115 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,528,358 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE MARKET | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $19,495 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $475,990 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | VARIOUS AUCTION | 55 | $32,352 | FMV - SALES PRICE |
| Yes (X) | OTHER VARIOUS | 8 | $5,757 | COMPARABLE SALES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | 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 ARE ALSO USED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | AT OHSU, WE ARE SINCERELY THANKFUL FOR THE PHILANTHROPIC SUPPORT THAT EMPOWERS US TO ADVANCE OUR ESSENTIAL MISSIONS: LIFE-SAVING CARE, GROUNDBREAKING RESEARCH, INCLUSIVE EDUCATION AND ADVOCACY FOR HEALTH EQUITY. THROUGHOUT THE PAST FISCAL YEAR, WE HAVE WITNESSED COUNTLESS STORIES OF IMPACT THAT DEMONSTRATE OUR JOINT COMMITMENT TO BUILDING A HEALTHIER FUTURE FOR ALL. HERE ARE A FEW HIGHLIGHTS FROM OUR JOURNEY. * THE CASEY COMMUNITY OUTREACH PROGRAM NOW HAS TWO MOBILE EYE CLINICS PROVIDING FREE VISION SCREENINGS TO PEOPLE ACROSS OREGON'S RURAL AND UNDERSERVED COMMUNITIES. EQUIPPED WITH TWO PRIVATE EXAM LANES AND AN IMAGING LANE WITH AN OCT MACHINE, PATIENTS RECEIVE NO-COST VISION SCREENINGS THAT IDENTIFY COMMON PREVENTABLE AND TREATABLE EYE CONDITIONS THAT OFTEN CAUSE BLINDNESS. CASEY'S MOBILE CLINIC OUTREACH TRAVELED NEARLY 40 WEEKENDS EACH YEAR TO PROVIDE 1,500 FREE EXAMS, 10,000 FREE SCREENINGS FOR ADULTS AND MORE THAN 4,800 PAIRS OF GLASSES EVERY YEAR. * WITH GENEROUS DONOR SUPPORT FROM CHRIS AND TIM WARREN, THE OHSU KNIGHT CARDIOVASCULAR INSTITUTE LAUNCHED A SPORTS CARDIOLOGY FELLOWSHIP FOR PRACTITIONERS SEEKING A CAREER IN THE SPECIALIZED CARE OF ATHLETES WITH CARDIOVASCULAR CONDITIONS. UNDER THE LEADERSHIP OF BRADLY PETEK, M.D., OHSU'S DIRECTOR OF SPORTS CARDIOLOGY WHO ALSO SERVES AS TEAM CARDIOLOGIST AND CONSULTANT FOR NUMEROUS SPORTS TEAMS AND ORGANIZATIONS THROUGHOUT OREGON, OHSU WILL NOW BE ONE OF FOUR INSTITUTIONS IN THE COUNTRY AND THE ONLY ONE ON THE WEST COAST TO OFFER THIS RARE PROGRAM. * THE MARY (MOBILIZING ASSISTANCE AND RESOURCES YEAR-ROUND) FUND EASED TREATMENT-RELATED FINANCIAL STRAIN FOR OHSU PATIENTS. THIS FUND ASSISTS PATIENTS AND FAMILIES FACING UNFORESEEN EXPENSES DURING TREATMENT. THIS PAST YEAR, MARY HAS PROVIDED GROCERY GIFT CARDS AND FUNDS FOR GAS, HELPED PURCHASE MEDICAL SUPPLIES AND PAID FOR HOTEL STAYS. THE OHSU PARKINSON CENTER ALSO USES MARY FUNDS TO PROVIDE RESPITE CARE FOR CARE GIVERS, WHO OFTEN NEGLECT THEIR OWN HEALTH, SO THEY CAN GET THEIR OWN MEDICAL APPOINTMENTS DONE. * THE MOBILE OUTREACH VAN AT THE OHSU KNIGHT CANCER INSTITUTE IS SUPPORTED IN PART BY A RECENT $1M GIFT TO ENHANCE CANCER CARE IN RURAL COMMUNITIES. THE PROGRAM COLLABORATES WITH LOCAL PARTNERS TO PROVIDE EDUCATION, PREVENTION, EARLY DETECTION AND TREATMENT OF CANCER. SERVICES INCLUDE HPV VACCINES, SKIN CANCER SCREENINGS, FIT KITS (TAKE-HOME STOOL TESTS) TO SCREEN FOR COLON CANCER AND CLINICAL TRIAL ENROLLMENT. * AN INVESTITURE CEREMONY WAS HELD FOR RODICA BUSUI, M.D., PH.D., WHO WAS NAMED THE INAUGURAL JORDAN SCHNITZER ENDOWED CHAIR IN DIABETES AT OHSU. DR. BUSUI IS A GLOBALLY RECOGNIZED DIABETES RESEARCH AND TREATMENT EXPERT, WHO JUST A YEAR AND A HALF AGO WAS THE PRESIDENT OF THE AMERICAN DIABETES ASSOCIATION AND IS NOW AT THE HELM OF THE HAROLD SCHNITZER DIABETES HEALTH CENTER. AT THE EVENT, MR. SCHNITZER SURPRISED THE NEARLY 200 ATTENDEES BY SHARING THAT THE FAMILY'S FOUNDATION WOULD COMMIT TO AN ADDITIONAL $2.1 MILLION TO SUPPORT THE CENTER THAT IS NAMED IN HIS FATHER'S HONOR. HE WANTS TO USE THIS AS A MATCHING GIFT OPPORTUNITY TO MOTIVATE OTHER SUPPORTERS TO CONTRIBUTE. * WE ARE PROUD TO SHARE THAT OHSU IS A JOINT RECIPIENT OF A $2.8 MILLION AWARD FOR DIABETES RESEARCH TOGETHER WITH THE UNIVERSITY OF MICHIGAN. WITH THIS SIGNIFICANT AWARD, BREAKTHROUGH T1D (FORMERLY JDRF), WHICH FUNDS RESEARCH FOR THE DEVELOPMENT OF NEW THERAPIES AND TREATMENTS FOR TYPE 1 DIABETES, WILL EXPAND THE UNIVERSITY OF MICHIGAN-OHSU CARDIORENAL CENTER FOR EXCELLENCE. BY COMBINING THE EXPERTISE AND RESOURCES OF TWO LEADING INSTITUTIONS, THE INITIATIVE WILL ESTABLISH AN INNOVATIVE CLINICAL TRIAL PLATFORM FOCUSED ON HEART AND KIDNEY THERAPIES FOR INDIVIDUALS WITH TYPE 1 DIABETES. THIS COLLABORATION EXEMPLIFIES A PRUDENT APPROACH TO MAXIMIZING RESEARCH CAPABILITIES AND OUTCOMES AND DEMONSTRATES THE STRONG PARTNERSHIPS OHSU MAINTAINS WITH OUR PEER ACADEMIC HEALTH CENTERS ACROSS THE COUNTRY. THE BREAKTHROUGH T1D U-M-OHSU CARDIORENAL CENTER OF EXCELLENCE IS ONE OF FIVE BREAKTHROUGH T1D CENTERS OF EXCELLENCE AROUND THE WORLD POWERING ADVANCES TO DELIVER CURES AND LIFE-IMPROVING BREAKTHROUGHS FOR T1D. * DOUG NORMAN, M.D., A NATIONAL LEADER IN TRANSPLANT MEDICINE WHO RECENTLY RETIRED AFTER A 45-YEAR CAREER WITH OHSU, HAS MADE THE GENEROUS DECISION TO CREATE A NEW ENDOWED FUND FOR EDUCATION AT OHSU. THE DOUGLAS J. NORMAN ENDOWED EDUCATION FUND WILL PROMOTE AND SUPPORT KIDNEY TRANSPLANT MEDICINE EDUCATION FOR NEPHROLOGY FELLOWS, FACULTY, NURSES AND COMMUNITY PRACTITIONERS. THIS IS A FITTING LEGACY FOR AN OHSU LEADER WHO WAS THE FOUNDER OF THE OHSU HEART TRANSPLANT PROGRAM IN 1985 AND WAS MEDICAL DIRECTOR OF THE KIDNEY TRANSPLANT PROGRAM FOR 35 YEARS. HE OVERSAW THE GROWTH OF THE OHSU LABORATORY OF IMMUNOGENETICS AND TRANSPLANTATION, WHICH PERFORMS TISSUE TYPING FOR THE SIX SOLID ORGAN AND THE BONE MARROW TRANSPLANT PROGRAMS IN OREGON, AS ITS MEDICAL DIRECTOR SINCE 1980. * NANCY FINDHOLT, RN, PH.D., PROFESSOR EMERITA, DEDICATED 23 YEARS TO THE OHSU SCHOOL OF NURSING IN LA GRANDE IN CENTRAL EAST OREGON, WHERE HER TEACHING AND RESEARCH CENTERED ON IMPROVING HEALTH OUTCOMES AND ADDRESSING HEALTH DISPARITIES. THROUGH HER WORK, SHE RECOGNIZED THE CRUCIAL ROLE NURSES PLAY IN ACHIEVING HEALTH EQUITY, EMPHASIZING THE IMPORTANCE OF A NURSING WORKFORCE THAT MIRRORS THE DIVERSITY OF THE POPULATION. DRIVEN BY THIS CONVICTION, NANCY ACTIVELY SUPPORTS NURSING STUDENTS FROM UNDERREPRESENTED MINORITY BACKGROUNDS WHO FACE EDUCATIONAL BARRIERS DUE TO LIMITED FINANCIAL RESOURCES. NANCY AND SCOTT FINDHOLT HAVE ESTABLISHED AN ENDOWED SCHOLARSHIP WITH THE OHSU SCHOOL OF NURSING TO ADDRESS HEALTH DISPARITIES BY SUPPORTING UNDERREPRESENTED MINORITY STUDENTS IN HEALTH CARE. THEIR FIVE-YEAR ENDOWMENT PLAN INCLUDES AN IMMEDIATE GIFT TO THE OHSU FOUNDATION, ALLOWING THE SCHOLARSHIP TO BE AWARDED ANNUALLY WHILE THE ENDOWMENT GROWS. THIS FORWARD-THINKING APPROACH ENSURES THAT DESERVING STUDENTS RECEIVE SUPPORT NOW, WHILE BUILDING A SUSTAINABLE FUND THAT WILL EVENTUALLY GENERATE TWO ANNUAL SCHOLARSHIPS IN PERPETUITY. THANK YOU TO NANCY AND SCOTT FINDHOLT FOR THIS LONG-LASTING SUPPORT AND COMMITMENT TO THE FUTURE OF FRONT-LINE HEALTH CARE. * A $16 MILLION GIFT TO OREGON HEALTH & SCIENCE UNIVERSITY'S DOERNBECHER CHILDREN'S HOSPITAL FROM ROSEBURG, OREGON, RESIDENTS CHERYL RAMBERG-FORD AND ALLYN FORD ESTABLISHED A COMPREHENSIVE CLINIC FOR CHILDREN WITH PEDIATRIC NEUROMUSCULAR DISORDERS, KNOWS AS NMDS. THE GIFT WHICH STANDS AS THE SINGLE LARGEST PRIVATE DONATION IN DOERNBECHER'S 98-YEAR HISTORY WAS MADE IN MEMORY OF CHERYL'S BROTHER, DOUGLAS RAMBERG, WHO PASSED AWAY IN 1965 FROM COMPLICATIONS OF MUSCULAR DYSTROPHY, THE MOST COMMON NMD. THE FORDS' GIFT ESTABLISHED THE RAMBERG FORD PEDIATRIC NEUROMUSCULAR DISORDERS CENTER, ENVISIONED AS A DEDICATED, PURPOSE-BUILT SPACE FOR HIGHLY COORDINATED, MULTIDISCIPLINARY PATIENT CARE, FAMILY SUPPORT AND CLINICAL RESEARCH. CURRENTLY, DOERNBECHER'S NEUROMUSCULAR DISORDERS PROGRAM IS THE ONLY ONE IN OREGON, PROVIDING SOME 300 FAMILIES EACH YEAR WITH ACCESS TO COMPREHENSIVE CARE, INCLUDING PREVENTIVE AND SPECIALIST CARE, PHYSICAL THERAPY, GENETIC TESTING AND COUNSELING, EMOTIONAL AND SOCIAL SUPPORT SERVICES, AND ACCESS TO CLINICAL TRIALS OF PROMISING NEW GENE THERAPIES. * ON OCTOBER 30, CORALINE'S CURIOUS CAT TRAIL CULMINATED IN A GRAND LIVE AUCTION WITH MORE THAN 200 IN-PERSON AND ONLINE ATTENDEES. THE AUCTION OF THE 31 UNIQUE CAT STATUES, WHICH HAD POPULATED DOWNTOWN PORTLAND EARLIER THIS FALL, RAISED AN INCREDIBLE $324,500 TO SUPPORT OHSU DOERNBECHER CHILDREN'S HOSPITAL. ROSIE CHAMBERS, WHO RECEIVES CARE FOR SPINA BIFIDA AT DOERNBECHER AND HELPED DESIGN ONE OF THE CATS, SPOKE AT THE EVENT ABOUT HER HEALTH JOURNEY AND WAS AN INSPIRATION TO MANY OF THE GENEROUS BIDDERS. * THIS YEAR WE CELEBRATED THE 20TH ANNIVERSARY OF THE DOERNBECHER FREESTYLE EVENT. WE ARE INCREDIBLY GRATEFUL TO NIKE FOR TWO DECADES OF PARTNERSHIP, AS WELL AS TO DOERNBECHER PHILANTHROPY BOARD LIFE MEMBER MICHAEL DOHERTY, WHO FOUNDED THE PROGRAM, AND THE FREESTYLE COMMITTEE MEMBERS, WHO HELPED LAUNCH THIS INCREDIBLY SUCCESSFUL FUNDRAISING EFFORT. THE EVENT RAISED $3.4 MILLION THIS YEAR, WHICH BRINGS THE TOTAL RAISED TO MORE THAN $40 MILLION FOR DOERNBECHER OVER THE PAST 20 YEARS. |
| FORM 990, PART VI, SECTION A, LINE 7B | OHSU'S PRESIDENT HAS THE POWER TO APPROVE DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE VP - CHIEF FINANCIAL OFFICER REVIEWS THE FINAL FORM 990 WHICH IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM FROM WORK PAPERS PREPARED BY FOUNDATION STAFF. THE VP - CHIEF FINANCIAL OFFICER SIGNS THE RETURN BEFORE IT IS FILED. THE FORM 990 IS AVAILABLE FOR MEMBERS OF THE BOARD OF TRUSTEES TO VIEW AFTER IT HAS BEEN FILED. TO PROTECT THE PRIVACY OF OUR DONORS, SCHEDULE B IS REDACTED FROM ANY FORM THAT IS PROVIDED TO THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | 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 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-CHIEF FINANCIAL OFFICER 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 IS 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 EXISTENCE OF ANY SUCH REAL OR POTENTIAL CONFLICT OF INTEREST. A RESPONDENT MAY MAKE A PRESENTATION AT THE EXECUTIVE COMMITTEE MEETING, BUT AFTER SUCH PRESENTATION, THEY 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, SECTION B, LINE 15 | 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, BOARD SECRETARY, AND FINANCE CHAIR. THE COMPENSATION COMMITTEE APPROVES THE DOLLARS ALLOTTED FOR MERIT INCREASES PRIOR TO THE PRESENTATION OF THE BUDGET AT THE JUNE BOARD MEETING. THE COMPENSATION COMMITTEE ONLY APPROVES THE COMPENSATION OF SENIOR LEADERSHIP. 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. 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. IN CASES WHERE THERE IS A HIRING DECISION OF THE PRESIDENT, THE EXECUTIVE COMMITTEE IS CONVENED WHICH INCLUDES ALL MEMBERS OF THE COMPENSATION COMMITTEE. THIS PROCESS WAS LAST UNDERTAKEN FOR THE HIRING OF THE PRESIDENT IN THE SUMMER OF 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | OTHER ORG. DOCUMENTS PUBLICLY AVAILABLE 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, LIMITED INFORMATION ON THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE FOUNDATION'S WEBSITE INCLUDING THE AUDITED FINANCIAL STATEMENTS. 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. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHSUF PROPERTIES I LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 SW 4TH AVENUE SUITE 900 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | REAL PROPERTY | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHSUF | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| OREGON HEALTH AND SCIENCE UNIVERSITY | ||||||||||
| 3181 SAM JACKSON PARK ROAD | PORTLAND | OR | 97239 | 931176109 | HOSPITAL/UNIVERSITY | OR | N/A | 0 | ||
| OREGON RURAL HEALTH INITIATIVE | ||||||||||
| 2020 SW 4TH AVENUE SUITE 900 | PORTLAND | OR | 97201 | 814624043 | FUNDRAISING | OR | N/A | 0 | 501(C)(3) | LINE 12A, I |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON FOUNDATION ENDOWMENT FUND LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MAIN STREET SUITE 1000 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300941655 | EIN |
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | EXCLUDED | PredominantIncomeTypeTxt |
| Share Of Total Income | $102,350,252 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,211,959,130 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| UBI Code V | $2,473,879 | UBICodeVAmt |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 1.00000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| CHARITABLE REMAINDER TRUST (27) | |||
| CHARITABLE REMAINDER TRUST | OR | OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION | 0 |
| CHARITABLE REMAINDER TRUST (1) | |||
| CHARITABLE REMAINDER TRUST | OR | DAVID S STONER | 0 |
| CHARITABLE LEAD TRUST (2) | |||
| CHARITABLE LEAD TRUST | OR | OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| OREGON HEALTH & SCIENCE UNIVERSITY | ||
| B | $167,249,344 | CASH PAID |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||
| O | $830,728 | CASH PAID |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||
| R | $600,000 | CASH PAID |