2026-05-06T12:32:56-05:00 2025-06-30 135565207 KPMG LLP 1300 SW 5TH AVENUE SUITE 3800 PORTLAND OR 97201 990 2024-07-01 237083114 OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION OREG 5032281730 2020 SW 4TH AVENUE SUITE 900 PORTLAND OR 97201 TARA SIMS CFO - VP FINANCE & ADMIN 5032281730 2026-05-05 1 0 DAVID M HIGHFILL P01517891 5032216500 2026-04-28 2024 2025-03-06 01:10:19Z KATE AZIZI 2020 SW 4TH AVENUE SUITE 900 PORTLAND OR 97201 238552419 0 X WWW.OHSUFOUNDATION.ORG X 1970 OR 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. 33 29 130 50 2562909 502120 92725252 97462118 3578659 3105087 44753912 93900444 -459958 -373685 140597865 194093964 148276727 165000463 0 0 20209922 22427578 0 0 18376030 19222748 25800896 187709397 213228937 -47111532 -19134973 1630108311 1661467615 84501017 85337065 1545607294 1576130550 X 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. 0 0 165340019 164893835 3103944 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. 106628 106628 GRANTS AND TRANSFERS TO SUPPORT PROGRAMS OF OTHER CHARITABLE, MEDICAL, AND EDUCATIONAL ORGANIZATIONS. 165446647 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 1 X 256 0 1 130 1 1 1 1 UK DA NO PO SW 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 33 29 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 1 1 1 1 0 OR WA CA FL HI IL KY MA MD MI MN NH NJ NY SC UT X TARA SIMS - 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2020 AMOUNT: $ 27,490. 2021 AMOUNT: $ 55,862. 2022 AMOUNT: $ 138,592. 2023 AMOUNT: $ 111,057. 2024 AMOUNT: $ 201,303. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2 13500 25013500 107192895 1 1 964042509 29181101 83134896 4221648 49717424 33186 1022386248 921970062 38214011 59509651 4200150 51254419 196646 964042509 865006674 81696241 23905340 3726568 44700745 210880 921970062 842336249 90504532 -29696600 3284399 34843646 9462 865006674 634281119 24586234 217717115 3179307 30610086 458826 842336249 0.49980 0.49720 0.00300 0 0 1110409 219520 890889 2125592 872447 1253145 11917068 3105865 8811203 10955237 EQUITIES 1049090052 F OTHER LONG-TERM INVESTMENTS 249793319 F 1298883371 DUE TO OHSU 10897349 LIAB. FOR LIFE INCOME AGRMT. 25887605 DUE TO OTHER INSTITUTIONS 602153 DEFERRED INFLOWS 30415510 OTHER LIABILITIES 237466 RIGHT OF USE LIABILITY-CURRENT 687601 RIGHT OF USE LIABILITY-NON CURRENT 9357223 78084907 228929775 49658229 57542 574988 50290759 178639016 15454948 15454948 194093964 198406520 57543 574988 632531 197773989 15454948 15454948 213228937 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. FREESTYLE 3825860 3670426 155434 213801 336759 TIMBERLINE DAYDREAM 180273 156106 24167 250 22311 2 121869 100167 21702 1867 4128002 3926699 201303 214051 360937 574988 -373685 1 OREGON HEALTH & SCIENCE UNIVERSITY 3181 SAM JACKSON PARK RD PORTLAND OR 97239 931176109 OREGON STATE 85681252 446269 FMV SUPPLIES RESEARCH OREGON HEALTH & SCIENCE UNIVERSITY 3181 SAM JACKSON PARK RD PORTLAND OR 97239 931176109 OREGON STATE 44513775 34733 FMV SUPPLIES ACADEMIC SUPPORT OREGON HEALTH & SCIENCE UNIVERSITY 3181 SAM JACKSON PARK RD PORTLAND OR 97239 931176109 OREGON STATE 4096429 24576 FMV SUPPLIES INSTRUCTION OREGON HEALTH & SCIENCE UNIVERSITY 3181 SAM JACKSON PARK RD PORTLAND OR 97239 931176109 OREGON STATE 344314 4900 FMV SUPPLIES INSTITUTIONAL SUPPORT OREGON HEALTH & SCIENCE UNIVERSITY 3181 SAM JACKSON PARK RD PORTLAND OR 97239 931176109 OREGON STATE 6543849 1400 FMV SUPPLIES PUBLIC SERVICE OREGON HEALTH & SCIENCE UNIVERSITY 3181 SAM JACKSON PARK RD PORTLAND OR 97239 931176109 OREGON STATE 13288984 0 CAPITAL PROJECTS AND PLANNING OREGON HEALTH & SCIENCE UNIVERSITY 3181 SAM JACKSON PARK RD PORTLAND OR 97239 931176109 OREGON STATE 4534475 0 STUDENT AID OREGON HEALTH & SCIENCE UNIVERSITY 3181 SAM JACKSON PARK RD PORTLAND OR 97239 931176109 OREGON STATE 5300109 78770 FMV SUPPLIES CLINICAL SUPPORT OREGON HEALTH & SCIENCE UNIVERSITY 3181 SAM JACKSON PARK RD PORTLAND OR 97239 931176109 OREGON STATE 70923 0 ACADEMIC SUPPORT PROVIDENCE - ST VINCENTS 9205 SW BARNES RD PORTLAND OR 97266 930575982 501(C)(3) 35705 0 PUBLIC HEALTH 2 0 PART I, LINE 2: 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. 1 X X X X 0 0 0 0 0 0 0 1 0 DANNY O JACOBS MD MPH FACS DIRECTOR (THRU 11/5/24) 0 1642000 0 0 0 38474 0 41099 0 25468 0 1747041 0 0 DANA BRANER MD FAAP FCCM DIRECTOR 0 630769 0 0 0 -7529 0 29334 0 559 0 653133 0 0 JILL EILAND FORMER INTERIM PRESIDENT (THRU 9/01/ 522404 0 0 0 36404 0 39600 0 1828 0 600236 0 0 0 TARA SIMS CFO - VP FINANCE 307476 0 35000 0 29047 0 42195 0 26564 0 440282 0 0 0 CAROLANNE WIPFLI INTERIM VP OF DEVELOPMENT 290510 0 60000 0 25836 0 43203 0 6943 0 426492 0 0 0 KATE AZIZI PRESIDENT 228103 0 168263 0 1212 0 0 0 10338 0 407916 0 0 0 AMANDA HOSKINS AVP OF ADVANCEMENT SERVICES 257000 0 16500 0 2791 0 13994 0 40956 0 331241 0 0 0 LESLIE CONSTANS AVP OF FOUNDATION COMMUNICATIONS 226846 0 10500 0 4911 0 29380 0 27684 0 299321 0 0 0 MADELAINE ABULENCIA AVP OF DEVELOPMENT II 203481 0 23000 0 3187 0 28874 0 34204 0 292746 0 0 0 ROCHELLE MAKELA-GOODMAN AVP OF GIFT PLANNING 229146 0 10000 0 6019 0 29103 0 13866 0 288134 0 0 0 AMANDA HORTON AVP OF FOUNDATION RELATION 230508 0 8000 0 3268 0 29039 0 16006 0 286821 0 0 0 SARAH NEVUE SENIOR DIRECTOR OF DEVELOPMENT II 214319 0 4000 0 8688 0 27061 0 30760 0 284828 0 0 0 JOANNA EHLERS AVP OF DEVELOPMENT II 230026 0 8000 0 4901 0 15225 0 16002 0 274154 0 0 0 MICHAEL RORABAUGH VP OF DEVELOPMENT AND CHIEF DEVELOPM 133680 0 0 0 1249 0 16569 0 17460 0 168958 0 0 0 STEVE STADUM DIRECTOR 0 133846 0 0 0 100 0 23610 0 300 0 157856 0 0 PART I, LINE 7 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. X 2 6400 COMPARABLE SALES X 82681 COMPARABLE SALES X 115 3528358 AVERAGE MARKET X 11 19495 COMPARABLE SALES X 8 475990 COMPARABLE SALES X VARIOUS AUCTION 55 32352 FMV - SALES PRICE X OTHER VARIOUS 8 5757 COMPARABLE SALES 0 0 1 1 PART I, LINE 32B: 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. 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. 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