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Nonprofiteer
← UNIVERSITY OF PORTLAND

Form 990 for tax year 2023

Filed by UNIVERSITY OF PORTLAND.

Totals

Total revenue
$243,044,901
Total expenses
$250,112,886
Contributions and grants received
$20,675,649
Grants paid
$104,796,457
Program service revenue
$209,422,997
Investment income
$9,091,474
Other revenue
$3,854,781
Total assets, end of year
$718,823,741
Total liabilities, end of year
$104,345,881
Net assets or fund balances, end of year
$614,477,860
Program services expenses (Part IX)
$224,240,981
Management and general expenses
$23,724,038
Fundraising expenses
$2,147,867
Program service expenses (Part III)
$224,240,981

Program services were 89.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $51,007

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $1,465,945

  • 1f · All other contributions, gifts and grants

    $19,158,697

  • 1g · Noncash contributions included above

    $689,043

  • 2a · Program service revenue: Tuition and Fees

    total $182,713,072 · related or exempt $182,713,072 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Room and Board

    total $23,467,678 · related or exempt $23,467,678 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: Athletics

    total $2,464,932 · related or exempt $2,086,011 · unrelated business $378,921 · excluded $0

  • 2f · All other program service revenue

    total $777,315 · related or exempt $777,315 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $2,675,295 · related or exempt $0 · unrelated business $83 · excluded $2,675,212

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $10,348 · related or exempt $10,348 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $50,402 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $50,402 · personal property $0

  • 6d · Net rental income or loss

    total $50,402 · related or exempt $0 · unrelated business $0 · excluded $50,402

  • 7a · Gross sales of assets other than inventory

    securities $37,810,932 · other assets $5,500

  • 7b · Less cost or other basis and sales expenses

    securities $31,400,253 · other assets $0

  • 7c · Gain or loss

    securities $6,410,679 · other assets $5,500

  • 7d · Net gain or loss

    total $6,416,179 · related or exempt $6,416,179 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: gross income

    $41,100

  • 8a · Fundraising events: contributions included on line 1c

    $51,007

  • 8b · Fundraising events: direct expenses

    $22,855

  • 8c · Net income from fundraising events

    total $18,245 · unrelated business $0 · excluded $18,245

  • 11d · All other revenue

    total $3,775,786 · related or exempt $0 · unrelated business $940 · excluded $3,774,846

  • 11e · Other revenue, total

    $3,775,786

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $76,112 · program services $76,112

  • 2 · Grants to domestic individuals

    total $104,720,345 · program services $104,720,345

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $3,894,959 · program services $1,467,695 · management and general $2,427,264 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $61,341,977 · program services $53,094,852 · management and general $7,109,849 · fundraising $1,137,276

  • 8 · Pension plan contributions

    total $2,365,923 · program services $1,978,799 · management and general $345,879 · fundraising $41,245

  • 9 · Other employee benefits

    total $12,157,497 · program services $10,168,227 · management and general $1,777,328 · fundraising $211,942

  • 10 · Payroll taxes

    total $5,956,908 · program services $4,982,209 · management and general $870,852 · fundraising $103,847

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $420,577 · program services $6,595 · management and general $412,019 · fundraising $1,963

  • 11c · Fees: accounting

    total $107,230 · program services $0 · management and general $107,230 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $24,502 · program services $0 · management and general $24,502 · fundraising $0

  • 11g · Fees: other

    total $17,381,446 · program services $14,319,762 · management and general $2,957,289 · fundraising $104,395

  • 12 · Advertising and promotion

    total $915,739 · program services $385,877 · management and general $457,581 · fundraising $72,281

  • 13 · Office expenses

    total $3,221,895 · program services $2,156,665 · management and general $998,185 · fundraising $67,045

  • 14 · Information technology

    total $2,439,170 · program services $2,338,287 · management and general $0 · fundraising $100,883

  • 15 · Royalties

    total $6,660 · program services $4,654 · management and general $2,006 · fundraising $0

  • 16 · Occupancy

    total $4,916,529 · program services $4,588,571 · management and general $295,493 · fundraising $32,465

  • 17 · Travel

    total $4,715,848 · program services $4,518,209 · management and general $175,304 · fundraising $22,335

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $3,473,194 · program services $2,143,994 · management and general $1,086,561 · fundraising $242,639

  • 20 · Interest

    total $2,571,431 · program services $2,463,242 · management and general $108,189 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $12,880,783 · program services $12,160,976 · management and general $719,807 · fundraising $0

  • 23 · Insurance

    total $2,268,463 · program services $208,980 · management and general $2,059,483 · fundraising $0

  • 24a · Other expenses: Unrelated Business Income Tax

    total $44,460 · program services $0 · management and general $44,460 · fundraising $0

  • 24b · Other expenses: Student Health Insurance

    total $1,761,799 · program services $77,012 · management and general $1,684,787 · fundraising $0

  • 24c · Other expenses: Books and periodicals

    total $1,416,350 · program services $1,416,350 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $1,033,089 · program services $963,568 · management and general $59,970 · fundraising $9,551

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,502,382 · end of year $1,944,895

  • 2 · Savings and temporary cash investments

    beginning of year $12,287,197 · end of year $6,837,078

  • 3 · Pledges and grants receivable

    beginning of year $17,578,399 · end of year $19,437,714

  • 4 · Accounts receivable

    beginning of year $1,711,534 · end of year $3,394,097

  • 5 · Loans and receivables from officers and key people

    beginning of year $30,593 · end of year $26,950

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $3,827,198 · end of year $4,382,071

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $407,884 · end of year $318,998

  • 10a · Land, buildings and equipment: cost or other basis

    $534,971,390

  • 10b · Land, buildings and equipment: accumulated depreciation

    $160,129,769

  • 10c · Land, buildings and equipment, net

    beginning of year $354,441,285 · end of year $374,841,621

  • 11 · Investments: publicly traded securities

    beginning of year $22,859,989 · end of year $5,934,196

  • 12 · Investments: other securities

    beginning of year $291,735,611 · end of year $299,690,741

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $2,348,773 · end of year $2,015,380

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,537,022 · end of year $13,897,227

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $7,631,341 · end of year $10,095,650

  • 20 · Tax-exempt bond liabilities

    beginning of year $72,470,584 · end of year $72,254,998

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $229,325 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $9,951,204 · end of year $8,098,006

  • 27 · Net assets without donor restrictions

    beginning of year $297,358,659 · end of year $302,476,980

  • 28 · Net assets with donor restrictions

    beginning of year $304,552,710 · end of year $312,000,880

Mission and programs · 2023

Mission

The University of Portland, an independently governed Catholic university guided by the Congregation of Holy Cross, addresses significant questions of human concern through interdisciplinary studies of the arts, sciences, and humanities and through studies in majors and professional programs at the undergraduate and graduate levels. As a diverse community of scholars dedicated to excellence and innovation, we pursue teaching and learning, faith and formation, leadership and service in the classrooms, residence halls, and all activities of campus life. Because we value the development of the entire person, the university honors faith and reason as ways of knowing, promotes ethical reflection, and prepares people who respond to the needs of the world and its human family.

Activities or mission (Part I)

The University of Portland, an independently governed Catholic university guided by the Congregation of Holy Cross, addresses significant questions of human concern through interdisciplinary studies of the arts, sciences, and humanities and through studies in majors and professional programs at the undergraduate and graduate levels. As a diverse community of scholars dedicated to excellence and innovation, we pursue teaching and learning, faith and formation, leadership and service in the classroom, residence halls, and all activities of campus life. Because we value the development of the entire person, the university honors faith and reason as ways of knowing, promotes ethical reflection, and prepares people who respond to the needs of the world and its human family.

  • Post-secondary Education: The primary mission of the University of Portland is education. 3,442 undergraduate and graduate students were enrolled in 2023/2024 in the College of Arts and Sciences, Pamplin School of Business Administration, School of Education, School of Nursing, and Shiley School of Engineering. The University has been repeatedly recognized as one of the top ten master's universities in the west. An integral part of our mission is the provision of student financial aid to help students pursue their education. A high-quality, personalized education at the University of Portland is an investment in each student's future success. We recognize that some students and their families may need assistance to meet some of their college costs, and we strive to help fill the gap between the cost of attendance and funds available to each student. We connect students with a wide range of internal and external funding options, but the expenses included in this category reflect scholarships and grants through institutional funds, annual and endowed gifts, and matching of government funds.

    Expenses $162,937,573 · Grants $99,407,370 · Revenue $182,713,072

  • Extracurricular Programs, Student Services and Campus Life: The University of Portland recognizes that an education should develop the entire person and accordingly maintains diverse and comprehensive extracurricular programs on campus. Expenses and revenues listed above include residence halls, dining, NCAA Division I athletics, International Student Services, Health and Career Services, Admissions, Registrar, Student Government and Activities, Financial Aid, and Intramurals.

    Expenses $61,303,408 · Grants $3,923,327 · Revenue $23,467,678

As filed on the 2023 return.

Listed in Part VII

  • Shantay Legans

    Coach, Men's Basketball

    Total calculated
    $680,645
    From this org
    $628,423
    From related orgs
    $0
    Other
    $52,222
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $604,941
    Bonus
    $20,400
    Other
    $8,160
    Deferred
    $24,879
    Nontaxable benefits
    $22,265
    Filer's total
    $680,645

  • Robert D Kelly

    President

    Total calculated
    $590,849
    From this org
    $536,665
    From related orgs
    $0
    Other
    $54,184
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $500,000
    Bonus
    $0
    Other
    $38,927
    Deferred
    $26,350
    Nontaxable benefits
    $25,572
    Filer's total
    $590,849

  • Casey Shillam

    Dean, School of Nursing, former

    Total calculated
    $453,655
    From this org
    $433,581
    From related orgs
    $0
    Other
    $20,074
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,520
    Bonus
    $0
    Other
    $278,392
    Deferred
    $6,595
    Nontaxable benefits
    $11,148
    Filer's total
    $453,655

  • Eric Barger

    VP for Financial Affairs

    Total calculated
    $333,799
    From this org
    $291,623
    From related orgs
    $0
    Other
    $42,176
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $296,111
    Bonus
    $0
    Other
    $780
    Deferred
    $14,806
    Nontaxable benefits
    $22,102
    Filer's total
    $333,799

  • Michael DeVaughn

    Dean, School of Business

    Total calculated
    $321,537
    From this org
    $287,439
    From related orgs
    $0
    Other
    $34,098
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $289,606
    Bonus
    $0
    Other
    $1,732
    Deferred
    $14,480
    Nontaxable benefits
    $15,718
    Filer's total
    $321,536

  • Scott Leykam

    VP for Athletics

    Total calculated
    $314,379
    From this org
    $273,142
    From related orgs
    $0
    Other
    $41,237
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $250,220
    Bonus
    $10,000
    Other
    $18,860
    Deferred
    $13,011
    Nontaxable benefits
    $22,288
    Filer's total
    $314,379

  • Gregory Naleski

    VP for University Relations

    Total calculated
    $298,404
    From this org
    $256,536
    From related orgs
    $0
    Other
    $41,868
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,007
    Bonus
    $0
    Other
    $24,319
    Deferred
    $11,444
    Nontaxable benefits
    $22,635
    Filer's total
    $298,405

  • Brian Fabien

    Dean, School of Engineering

    Total calculated
    $285,979
    From this org
    $254,781
    From related orgs
    $0
    Other
    $31,198
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $256,538
    Bonus
    $0
    Other
    $780
    Deferred
    $12,827
    Nontaxable benefits
    $15,834
    Filer's total
    $285,979

  • Nick Carlin-Voigt

    Coach, Men's Soccer

    Total calculated
    $285,823
    From this org
    $246,496
    From related orgs
    $0
    Other
    $39,327
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,000
    Bonus
    $61,200
    Other
    $10,114
    Deferred
    $12,131
    Nontaxable benefits
    $22,288
    Filer's total
    $285,733

  • Michael Meek

    Coach, Women's Basketball

    Total calculated
    $271,198
    From this org
    $230,978
    From related orgs
    $0
    Other
    $40,220
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,000
    Bonus
    $61,320
    Other
    $960
    Deferred
    $11,816
    Nontaxable benefits
    $22,102
    Filer's total
    $271,198

  • Valerie Banschbach

    Dean, College of Arts & Sciences

    Total calculated
    $259,719
    From this org
    $221,756
    From related orgs
    $0
    Other
    $37,963
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $221,815
    Bonus
    $0
    Other
    $4,609
    Deferred
    $11,091
    Nontaxable benefits
    $22,204
    Filer's total
    $259,719

  • Michael Lewellen

    VP for Marketing/Communications

    Total calculated
    $251,478
    From this org
    $231,124
    From related orgs
    $0
    Other
    $20,354
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $224,472
    Bonus
    $0
    Other
    $7,700
    Deferred
    $11,224
    Nontaxable benefits
    $8,083
    Filer's total
    $251,479

  • Michelle French

    Coach, Women's Soccer

    Total calculated
    $251,110
    From this org
    $230,194
    From related orgs
    $0
    Other
    $20,916
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,711
    Bonus
    $58,953
    Other
    $2,861
    Deferred
    $11,433
    Nontaxable benefits
    $8,152
    Filer's total
    $251,110

  • John Watzke

    Dean, School of Education

    Total calculated
    $249,226
    From this org
    $208,498
    From related orgs
    $0
    Other
    $40,728
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,388
    Bonus
    $0
    Other
    $780
    Deferred
    $10,769
    Nontaxable benefits
    $22,288
    Filer's total
    $249,225

  • Dana Lopez

    VP for Human Resources

    Total calculated
    $235,723
    From this org
    $194,635
    From related orgs
    $0
    Other
    $41,088
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,245
    Bonus
    $0
    Other
    $3,150
    Deferred
    $10,012
    Nontaxable benefits
    $22,316
    Filer's total
    $235,723

  • Elise Moentmann

    Vice Provost, fmr interim Provost

    Total calculated
    $227,270
    From this org
    $207,862
    From related orgs
    $0
    Other
    $19,408
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,530
    Bonus
    $0
    Other
    $3,380
    Deferred
    $10,277
    Nontaxable benefits
    $8,083
    Filer's total
    $227,270

  • Arjun Chatrath

    Professor

    Total calculated
    $205,522
    From this org
    $186,942
    From related orgs
    $0
    Other
    $18,580
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,966
    Bonus
    $0
    Other
    $0
    Deferred
    $9,398
    Nontaxable benefits
    $8,157
    Filer's total
    $205,521

  • John Donato

    VP for Student Affairs

    Total calculated
    $197,241
    From this org
    $180,082
    From related orgs
    $0
    Other
    $17,159
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,082
    Bonus
    $0
    Other
    $0
    Deferred
    $9,004
    Nontaxable benefits
    $8,154
    Filer's total
    $197,240

  • David Mengel

    Provost

    Total calculated
    $191,189
    From this org
    $169,858
    From related orgs
    $0
    Other
    $21,331
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,000
    Bonus
    $0
    Other
    $21,267
    Deferred
    $7,550
    Nontaxable benefits
    $11,372
    Filer's total
    $191,189

  • Mai Nhia Xiong-Chan

    VP for Enrollment Management

    Total calculated
    $127,127
    From this org
    $110,821
    From related orgs
    $0
    Other
    $16,306
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $92,065
    Bonus
    $0
    Other
    $21,124
    Deferred
    $4,603
    Nontaxable benefits
    $9,335
    Filer's total
    $127,127

  • Herbert Medina

    Provost, fmr

    Total calculated
    $116,420
    From this org
    $107,078
    From related orgs
    $0
    Other
    $9,342
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $107,897
    Bonus
    $0
    Other
    $72
    Deferred
    $3,164
    Nontaxable benefits
    $5,287
    Filer's total
    $116,420

  • Edwin Obermiller

    VP for University Relations, interim, frm

    Total calculated
    $77,737
    From this org
    $66,378
    From related orgs
    $0
    Other
    $11,359
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $66,379
    Bonus
    $0
    Other
    $0
    Deferred
    $3,319
    Nontaxable benefits
    $8,040
    Filer's total
    $77,738

  • Charles McCoy

    Professor, fmr Regent

    Total calculated
    $71,887
    From this org
    $60,836
    From related orgs
    $0
    Other
    $11,051
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $60,836
    Bonus
    $0
    Other
    $0
    Deferred
    $3,042
    Nontaxable benefits
    $8,009
    Filer's total
    $71,887

  • Thomas D Arndorfer

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Kristen D Backeberg

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Richard S Baek

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Rev E William Beauchamp CSC

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Patrick E Becker Jr

    Regent

    Total calculated
    $0
    Hours/week
    1

  • James J Berchtold

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Mary R Boyle

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Nancy K Bryant

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Annie T Buell

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Janice L Burger

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Cheryl L Cebula

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Kevin M Cooper

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Christina M Doerfler

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Dolly Duffy

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Rev James K Foster CSC

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Mark B Ganz

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Graves

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Rev David L Guffey CSC

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Paul G Henningsen Jr

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Tom Hoban

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Rev Peter A Jarret CSC

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Patricia K Johnson

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Fred H Jonske

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Kasey C Keller

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Patrick H Kessi

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Rev William M Lies CSC

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Rev Robert J Loughery CSC

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Rev Edward A Malloy CSC

    Regent

    Total calculated
    $0
    Hours/week
    1

  • John S Marick

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Timothy J Morgan

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Monica Names-King

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Michael E Nelson

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Dr Silvia E Plascencia

    Regent

    Total calculated
    $0
    Hours/week
    1

  • James T Price Sr

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Rev Patrick E Reidy CSC

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Larree M Renda

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Don V Romanaggi MD

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Stephen L Shepard

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Darlene V Shiley

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Kay Dean Toran

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Darryl P Wong

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Jennifer R Williams

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Edwin A Sweo

    Regent

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a
First class travel is allowed only for flights exceeding eight hours and with officer approval per written policy. Reimbursement for companion travel are only allowed with a bona fide business purpose and approval of an officer. University residences on campus are provided to University employees who are required to be available on campus at all hours. These residences include basic housekeeping services. Housekeeping services are provided to the President's house due to it being used for fundraising and events. Social/business association memberships are provided in limited circumstances with officer approval when required for development activities per written policy. While the University does not directly indemnify any individual with respect to taxes, it has in some circumstances increased employee salaries in amount that may offset a portion of the employee's taxable benefit, concurrent with the provision of those benefits.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Charitable remainder trust (8)

    T · Charitable trust · OR

Provenance

Return type
form_990
Tax year
2023
Filed
2 May 2025
IRS schema version
2023v6.0
Source object
202541279349300404

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