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Nonprofiteer
← OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION

Form 990 for tax year 2024

Filed by OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION.

Totals

Total revenue
$194,093,964
Total expenses
$213,228,937
Contributions and grants received
$97,462,118
Grants paid
$165,000,463
Program service revenue
$3,105,087
Investment income
$93,900,444
Other revenue
-$373,685
Total assets, end of year
$1,661,467,615
Total liabilities, end of year
$85,337,065
Net assets or fund balances, end of year
$1,576,130,550
Program services expenses (Part IX)
$165,446,647
Management and general expenses
$29,406,260
Fundraising expenses
$18,376,030
Program service expenses (Part III)
$165,446,647

Program services were 77.6% 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

    $10,357

  • 1c · Fundraising events

    $3,926,699

  • 1f · All other contributions, gifts and grants

    $93,525,062

  • 1g · Noncash contributions included above

    $4,151,033

  • 2a · Program service revenue: MANAGEMENT SERVICE FEE

    total $1,609,416 · related or exempt $1,609,416

  • 2b · Program service revenue: EDUCATION OF PUBLIC

    total $1,125,508 · related or exempt $1,125,508

  • 2c · Program service revenue: ALUMNI/OUTREACH ACTIVI

    total $213,682 · related or exempt $212,539 · unrelated business $1,143

  • 2d · Program service revenue: RESEARCH ACTIVITY AGRE

    total $156,481 · related or exempt $156,481

  • 3 · Investment income

    total $10,567,549 · unrelated business $2,473,879 · excluded $8,093,670

  • 7a · Gross sales of assets other than inventory

    securities $16,855,841 · other assets $110,360,521

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

    securities $7,980,377 · other assets $35,903,090

  • 7c · Gain or loss

    securities $8,875,464 · other assets $74,457,431

  • 7d · Net gain or loss

    total $83,332,895 · unrelated business $87,887 · excluded $83,245,008

  • 8a · Fundraising events: gross income

    $201,303

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

    $3,926,699

  • 8b · Fundraising events: direct expenses

    $574,988

  • 8c · Net income from fundraising events

    total -$373,685 · excluded -$373,685

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $165,000,463 · program services $165,000,463

  • 5 · Compensation of officers, directors and key employees

    total $3,212,639 · management and general $2,459,275 · fundraising $753,364

  • 7 · Other salaries and wages

    total $13,879,947 · program services $338,216 · management and general $3,248,186 · fundraising $10,293,545

  • 8 · Pension plan contributions

    total $1,502,374 · program services $36,658 · management and general $351,856 · fundraising $1,113,860

  • 9 · Other employee benefits

    total $2,671,851 · program services $69,813 · management and general $686,955 · fundraising $1,915,083

  • 10 · Payroll taxes

    total $1,160,767 · management and general $1,160,767

  • 11b · Fees: legal

    total $252,244 · management and general $184,469 · fundraising $67,775

  • 11c · Fees: accounting

    total $289,354 · management and general $289,354

  • 11f · Fees: investment management

    total $15,454,948 · management and general $15,454,948

  • 11g · Fees: other

    total $2,487,557 · management and general $674,320 · fundraising $1,813,237

  • 12 · Advertising and promotion

    total $781,112 · management and general $54,086 · fundraising $727,026

  • 13 · Office expenses

    total $320,660 · program services $108 · management and general $157,328 · fundraising $163,224

  • 14 · Information technology

    total $855,200 · management and general $788,110 · fundraising $67,090

  • 16 · Occupancy

    total $98,259 · management and general $95,812 · fundraising $2,447

  • 17 · Travel

    total $207,162 · program services $787 · management and general $47,240 · fundraising $159,135

  • 19 · Conferences, conventions and meetings

    total $842,871 · program services $217 · management and general $101,111 · fundraising $741,543

  • 20 · Interest

    total $336,707 · management and general $336,707

  • 22 · Depreciation, depletion and amortization

    total $1,086,701 · management and general $1,086,701

  • 23 · Insurance

    total $22,782 · management and general $22,683 · fundraising $99

  • 24a · Other expenses: OTHER MGMT & ADMIN

    total $2,200,354 · management and general $2,200,354

  • 24b · Other expenses: OTHER FUNDRAISING

    total $533,887 · fundraising $533,887

  • 24c · Other expenses: DONOR CULTIVATION

    total $30,713 · management and general $5,998 · fundraising $24,715

  • 24d · Other expenses: OTHER PROGRAM EXPENSES

    total $385 · program services $385

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $16,112,401 · end of year $34,696,999

  • 3 · Pledges and grants receivable

    beginning of year $159,020,185 · end of year $140,988,371

  • 4 · Accounts receivable

    beginning of year $1,570,874 · end of year $1,041,822

  • 7 · Other notes and loans receivable

    beginning of year $11,151,405 · end of year $10,731,593

  • 9 · Prepaid expenses and deferred charges

    beginning of year $672,551 · end of year $1,070,474

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

    $15,153,069

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

    $4,197,832

  • 10c · Land, buildings and equipment, net

    beginning of year $11,786,520 · end of year $10,955,237

  • 11 · Investments: publicly traded securities

    beginning of year $116,222,467 · end of year $161,062,898

  • 12 · Investments: other securities

    beginning of year $1,310,599,025 · end of year $1,298,883,371

  • 15 · Other assets

    beginning of year $2,972,883 · end of year $2,036,850

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,562,448 · end of year $7,252,158

  • 25 · Other liabilities

    beginning of year $79,938,569 · end of year $78,084,907

  • 29 · Capital stock, trust principal or current funds

    beginning of year $1,175,428,151 · end of year $1,186,809,887

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $1,240,817 · end of year $910,412

  • 31 · Retained earnings, endowment or other funds

    beginning of year $368,938,326 · end of year $388,410,251

Mission and programs · 2024

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.

Activities or mission (Part I)

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.

  • 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.

    Expenses $165,340,019 · Grants $164,893,835 · Revenue $3,103,944

  • GRANTS AND TRANSFERS TO SUPPORT PROGRAMS OF OTHER CHARITABLE, MEDICAL, AND EDUCATIONAL ORGANIZATIONS.

    Expenses $106,628 · Grants $106,628

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • KATE AZIZI

    PRESIDENT

    Total calculated
    $407,916
    From this org
    $397,578
    From related orgs
    $0
    Other
    $10,338
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $228,103
    Bonus
    $168,263
    Other
    $1,212
    Deferred
    $0
    Nontaxable benefits
    $10,338
    Filer's total
    $407,916

  • JILL EILAND

    FORMER INTERIM PRESIDENT (THRU 9/01/24)

    Total calculated
    $600,236
    From this org
    $558,808
    From related orgs
    $0
    Other
    $41,428
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $522,404
    Bonus
    $0
    Other
    $36,404
    Deferred
    $39,600
    Nontaxable benefits
    $1,828
    Filer's total
    $600,236

  • DANA BRANER MD FAAP FCCM

    DIRECTOR

    Total calculated
    $653,133
    From this org
    $0
    From related orgs
    $623,240
    Other
    $29,893
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $630,769 related
    Bonus
    $0
    Other
    $0 + -$7,529 related
    Deferred
    $0 + $29,334 related
    Nontaxable benefits
    $0 + $559 related
    Filer's total
    $0 + $653,133 related

  • DANNY O JACOBS MD MPH FACS

    DIRECTOR (THRU 11/5/24)

    Total calculated
    $1,747,041
    From this org
    $0
    From related orgs
    $1,680,474
    Other
    $66,567
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,642,000 related
    Bonus
    $0
    Other
    $0 + $38,474 related
    Deferred
    $0 + $41,099 related
    Nontaxable benefits
    $0 + $25,468 related
    Filer's total
    $0 + $1,747,041 related

  • KELLY SCHRADER

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ERIC DISHMAN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ROBIN GANTT

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • AADAM HUSSAIN

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • BARBARA A SILVER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRAD BLUMENFELD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHAD PAULSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • COREY MORRIS-SINGER PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CRAIG A KELLY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAMIEN HALL JD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAN OCCHIPINTI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID PAYNE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DYLAN ROBINSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ERIC MARVIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAY N ZIDELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN HERSHEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JORGE G CASIMIRO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOSH SCHLESINGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KELLY KILKENNY HALE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARY E LAGO CTFA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MIKE PETITT CPA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NANCY HAIGWOOD PHD

    DIRECTOR

    Total calculated
    $115,754
    From this org
    $0
    From related orgs
    $115,754
    Other
    $0
    Hours/week
    1

  • NORAH VERBOUT PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PENNEY HOODENPYLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PRISCILLA W LONGFIELD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RONDA TROTMAN DMD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STACEY STRADE SQUIRES CFA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN E BABSON JD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEVE STADUM

    DIRECTOR

    Total calculated
    $157,856
    From this org
    $0
    From related orgs
    $133,946
    Other
    $23,910
    Hours/week
    1 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $133,846 related
    Bonus
    $0
    Other
    $0 + $100 related
    Deferred
    $0 + $23,610 related
    Nontaxable benefits
    $0 + $300 related
    Filer's total
    $0 + $157,856 related

  • STEVEN PREWITT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUSIE PAPE

    DIRECTOR (THRU 9/20/24)

    Total calculated
    $0
    Hours/week
    1

  • XANDRA T MCKEOWN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL RORABAUGH

    VP OF DEVELOPMENT AND CHIEF DEVELOPMENT OFFICER

    Total calculated
    $168,958
    From this org
    $134,929
    From related orgs
    $0
    Other
    $34,029
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,680
    Bonus
    $0
    Other
    $1,249
    Deferred
    $16,569
    Nontaxable benefits
    $17,460
    Filer's total
    $168,958

  • TARA SIMS

    CFO - VP FINANCE

    Total calculated
    $440,282
    From this org
    $371,523
    From related orgs
    $0
    Other
    $68,759
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $307,476
    Bonus
    $35,000
    Other
    $29,047
    Deferred
    $42,195
    Nontaxable benefits
    $26,564
    Filer's total
    $440,282

  • LESLIE CONSTANS

    AVP OF FOUNDATION COMMUNICATIONS

    Total calculated
    $299,321
    From this org
    $242,257
    From related orgs
    $0
    Other
    $57,064
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $226,846
    Bonus
    $10,500
    Other
    $4,911
    Deferred
    $29,380
    Nontaxable benefits
    $27,684
    Filer's total
    $299,321

  • CAROLANNE WIPFLI

    INTERIM VP OF DEVELOPMENT

    Total calculated
    $426,492
    From this org
    $376,346
    From related orgs
    $0
    Other
    $50,146
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $290,510
    Bonus
    $60,000
    Other
    $25,836
    Deferred
    $43,203
    Nontaxable benefits
    $6,943
    Filer's total
    $426,492

  • AMANDA HOSKINS

    AVP OF ADVANCEMENT SERVICES

    Total calculated
    $331,241
    From this org
    $276,291
    From related orgs
    $0
    Other
    $54,950
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $257,000
    Bonus
    $16,500
    Other
    $2,791
    Deferred
    $13,994
    Nontaxable benefits
    $40,956
    Filer's total
    $331,241

  • MADELAINE ABULENCIA

    AVP OF DEVELOPMENT II

    Total calculated
    $292,746
    From this org
    $229,668
    From related orgs
    $0
    Other
    $63,078
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,481
    Bonus
    $23,000
    Other
    $3,187
    Deferred
    $28,874
    Nontaxable benefits
    $34,204
    Filer's total
    $292,746

  • JOANNA EHLERS

    AVP OF DEVELOPMENT II

    Total calculated
    $274,154
    From this org
    $242,927
    From related orgs
    $0
    Other
    $31,227
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,026
    Bonus
    $8,000
    Other
    $4,901
    Deferred
    $15,225
    Nontaxable benefits
    $16,002
    Filer's total
    $274,154

  • AMANDA HORTON

    AVP OF FOUNDATION RELATION

    Total calculated
    $286,821
    From this org
    $241,776
    From related orgs
    $0
    Other
    $45,045
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,508
    Bonus
    $8,000
    Other
    $3,268
    Deferred
    $29,039
    Nontaxable benefits
    $16,006
    Filer's total
    $286,821

  • ROCHELLE MAKELA-GOODMAN

    AVP OF GIFT PLANNING

    Total calculated
    $288,134
    From this org
    $245,165
    From related orgs
    $0
    Other
    $42,969
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,146
    Bonus
    $10,000
    Other
    $6,019
    Deferred
    $29,103
    Nontaxable benefits
    $13,866
    Filer's total
    $288,134

  • SARAH NEVUE

    SENIOR DIRECTOR OF DEVELOPMENT II

    Total calculated
    $284,828
    From this org
    $227,007
    From related orgs
    $0
    Other
    $57,821
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,319
    Bonus
    $4,000
    Other
    $8,688
    Deferred
    $27,061
    Nontaxable benefits
    $30,760
    Filer's total
    $284,828

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

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • OHSUF PROPERTIES I LLC

    REAL PROPERTY · OR · income $0 · assets $0

    Directly controlled by OHSUF

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • OREGON FOUNDATION ENDOWMENT FUND LP

    EXCLUDED · INVESTMENT · TX · 100% owned · share of income $102,350,252 · share of assets $1,211,959,130 · general or managing partner

    Directly controlled by OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION

Related corporations and trusts

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

  • CHARITABLE REMAINDER TRUST (27)

    CHARITABLE REMAINDER TRUST · OR

    Directly controlled by OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION

  • CHARITABLE REMAINDER TRUST (1)

    CHARITABLE REMAINDER TRUST · OR

    Directly controlled by DAVID S STONER

  • CHARITABLE LEAD TRUST (2)

    CHARITABLE LEAD TRUST · OR

    Directly controlled by OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION

Provenance

Return type
form_990
Tax year
2024
Filed
5 May 2026
IRS schema version
2024v5.5
Source object
202601269349302130

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