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Nonprofiteer
← UNIVERSITY OF PORTLAND

Form 990 for tax year 2022

Filed by UNIVERSITY OF PORTLAND.

Totals

Total revenue
$240,137,837
Total expenses
$246,481,953
Contributions and grants received
$20,609,810
Grants paid
$101,163,228
Program service revenue
$216,912,412
Investment income
$2,583,403
Other revenue
$32,212
Total assets, end of year
$708,730,845
Total liabilities, end of year
$106,819,476
Net assets or fund balances, end of year
$601,911,369
Program services expenses (Part IX)
$205,107,818
Management and general expenses
$38,883,350
Fundraising expenses
$2,490,785
Program service expenses (Part III)
$205,107,818

Program services were 83.2% 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

    $4,425

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $1,126,850

  • 1f · All other contributions, gifts and grants

    $19,478,535

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Tuition and Fees

    total $186,221,945 · related or exempt $186,221,945 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Room and Board

    total $23,830,364 · related or exempt $23,830,364 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: Athletics

    total $2,839,938 · related or exempt $2,736,938 · unrelated business $103,000 · excluded $0

  • 2f · All other program service revenue

    total $4,020,165 · related or exempt $3,768,933 · unrelated business $1,650 · excluded $249,582

  • 3 · Investment income

    total $1,786,067 · related or exempt $0 · unrelated business -$1,049 · excluded $1,787,116

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

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

  • 5 · Royalties

    total $57,081 · related or exempt $0 · unrelated business $0 · excluded $57,081

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $64,989,649 · other assets $0

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

    securities $64,192,313 · other assets $0

  • 7c · Gain or loss

    securities $797,336 · other assets $0

  • 7d · Net gain or loss

    total $797,336 · related or exempt $930,130 · unrelated business $0 · excluded -$132,794

  • 8a · Fundraising events: gross income

    $9,100

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

    $4,425

  • 8b · Fundraising events: direct expenses

    $33,969

  • 8c · Net income from fundraising events

    total -$24,869 · unrelated business $0 · excluded -$24,869

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $39,026 · program services $39,026

  • 2 · Grants to domestic individuals

    total $101,124,202 · program services $101,124,202

  • 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 $4,685,916 · program services $2,572,388 · management and general $2,009,527 · fundraising $104,001

  • 6 · Compensation of disqualified persons

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

  • 7 · Other salaries and wages

    total $59,965,178 · program services $46,143,569 · management and general $12,644,575 · fundraising $1,177,034

  • 8 · Pension plan contributions

    total $2,921,964 · program services $2,248,469 · management and general $616,141 · fundraising $57,354

  • 9 · Other employee benefits

    total $12,440,198 · program services $9,572,808 · management and general $2,623,206 · fundraising $244,184

  • 10 · Payroll taxes

    total $5,746,685 · program services $4,422,109 · management and general $1,211,776 · fundraising $112,800

  • 11a · Fees: management

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

  • 11b · Fees: legal

    total $326,304 · program services $0 · management and general $326,304 · fundraising $0

  • 11c · Fees: accounting

    total $106,750 · program services $0 · management and general $106,750 · 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 $45,902 · program services $0 · management and general $45,902 · fundraising $0

  • 11g · Fees: other

    total $17,255,818 · program services $12,645,366 · management and general $4,430,575 · fundraising $179,877

  • 12 · Advertising and promotion

    total $1,009,587 · program services $172,354 · management and general $694,700 · fundraising $142,533

  • 13 · Office expenses

    total $3,892,275 · program services $2,871,537 · management and general $963,318 · fundraising $57,420

  • 14 · Information technology

    total $2,349,648 · program services $2,235,537 · management and general $0 · fundraising $114,111

  • 15 · Royalties

    total $12,338 · program services $4,479 · management and general $7,859 · fundraising $0

  • 16 · Occupancy

    total $5,064,855 · management and general $5,054,574 · fundraising $10,281

  • 17 · Travel

    total $4,326,180 · program services $4,108,846 · management and general $202,255 · fundraising $15,079

  • 18 · Travel or entertainment for public officials

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

  • 19 · Conferences, conventions and meetings

    total $3,386,893 · program services $2,231,596 · management and general $886,176 · fundraising $269,121

  • 20 · Interest

    total $3,157,137 · program services $2,942,903 · management and general $214,234 · fundraising $0

  • 21 · Payments to affiliates

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

  • 22 · Depreciation, depletion and amortization

    total $12,434,883 · program services $9,550,860 · management and general $2,884,023 · fundraising $0

  • 23 · Insurance

    total $2,139,859 · program services $195,029 · management and general $1,944,830 · fundraising $0

  • 24a · Other expenses: Unrelated Business Income Tax

    total $23,520 · program services $0 · management and general $23,520 · fundraising $0

  • 24b · Other expenses: Student Health Insurance

    total $1,786,390 · program services $68,964 · management and general $1,717,426 · fundraising $0

  • 24c · Other expenses: Books and periodicals

    total $1,559,640 · program services $1,559,596 · management and general $44

  • 24e · All other expenses

    total $680,805 · program services $398,180 · management and general $275,635 · fundraising $6,990

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $14,997 · end of year $1,502,382

  • 2 · Savings and temporary cash investments

    beginning of year $34,390,608 · end of year $12,287,197

  • 3 · Pledges and grants receivable

    beginning of year $10,072,476 · end of year $17,578,399

  • 4 · Accounts receivable

    beginning of year $1,584,107 · end of year $1,711,534

  • 5 · Loans and receivables from officers and key people

    beginning of year $3,250 · end of year $30,593

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $4,416,258 · end of year $3,827,198

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $432,032 · end of year $407,884

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

    $505,499,861

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

    $151,058,576

  • 10c · Land, buildings and equipment, net

    beginning of year $330,383,243 · end of year $354,441,285

  • 11 · Investments: publicly traded securities

    beginning of year $39,773,198 · end of year $22,859,989

  • 12 · Investments: other securities

    beginning of year $288,310,349 · end of year $291,735,611

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $2,927,960 · end of year $2,348,773

  • 17 · Accounts payable and accrued expenses

    beginning of year $15,781,809 · end of year $16,537,022

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $5,304,092 · end of year $7,631,341

  • 20 · Tax-exempt bond liabilities

    beginning of year $81,838,223 · end of year $72,470,584

  • 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 $210,321 · end of year $229,325

  • 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 $3,934,124 · end of year $9,951,204

  • 27 · Net assets without donor restrictions

    beginning of year $299,477,194 · end of year $297,358,659

  • 28 · Net assets with donor restrictions

    beginning of year $305,762,715 · end of year $304,552,710

Mission and programs · 2022

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. 4,033 undergraduate and graduate students were enrolled in 2021/2022 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 $168,846,776 · Grants $98,631,150 · Revenue $193,082,048

  • 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 $36,261,042 · Grants $2,532,078 · Revenue $23,830,364

As filed on the 2022 return.

Listed in Part VII

  • Shantay Legans

    Coach, Men's Basketball

    Total calculated
    $559,842
    From this org
    $538,414
    From related orgs
    $0
    Other
    $21,428
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $507,754
    Bonus
    $20,000
    Other
    $10,660
    Deferred
    $0
    Nontaxable benefits
    $21,428
    Filer's total
    $559,842

  • Herbert Medina

    Provost

    Total calculated
    $386,027
    From this org
    $344,954
    From related orgs
    $0
    Other
    $41,073
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $342,542
    Bonus
    $0
    Other
    $2,412
    Deferred
    $33,330
    Nontaxable benefits
    $7,743
    Filer's total
    $386,027

  • Michael DeVaughn

    Dean, School of Business

    Total calculated
    $328,939
    From this org
    $281,724
    From related orgs
    $0
    Other
    $47,215
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $279,813
    Bonus
    $0
    Other
    $1,912
    Deferred
    $26,510
    Nontaxable benefits
    $20,704
    Filer's total
    $328,939

  • Eric Barger

    VP for Financial Affairs

    Total calculated
    $323,202
    From this org
    $276,072
    From related orgs
    $0
    Other
    $47,130
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $275,112
    Bonus
    $0
    Other
    $960
    Deferred
    $25,894
    Nontaxable benefits
    $21,235
    Filer's total
    $323,201

  • Scott Leykam

    VP for Athletics

    Total calculated
    $320,731
    From this org
    $275,298
    From related orgs
    $0
    Other
    $45,433
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $241,758
    Bonus
    $10,000
    Other
    $23,540
    Deferred
    $24,005
    Nontaxable benefits
    $21,428
    Filer's total
    $320,731

  • Mojtaba Takallou

    Professor

    Total calculated
    $299,570
    From this org
    $244,372
    From related orgs
    $0
    Other
    $55,198
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $37,655
    Bonus
    $0
    Other
    $206,716
    Deferred
    $48,909
    Nontaxable benefits
    $6,289
    Filer's total
    $299,569

  • Robert Kelly

    President

    Total calculated
    $295,040
    From this org
    $272,620
    From related orgs
    $0
    Other
    $22,420
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $235,000
    Bonus
    $0
    Other
    $37,620
    Deferred
    $11,353
    Nontaxable benefits
    $11,067
    Filer's total
    $295,040

  • Brian Fabien

    Dean, School of Engineering

    Total calculated
    $287,574
    From this org
    $248,823
    From related orgs
    $0
    Other
    $38,751
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,863
    Bonus
    $0
    Other
    $960
    Deferred
    $23,483
    Nontaxable benefits
    $15,268
    Filer's total
    $287,574

  • Andrea Barton

    VP and General Counsel

    Total calculated
    $280,811
    From this org
    $259,052
    From related orgs
    $0
    Other
    $21,759
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $258,205
    Bonus
    $0
    Other
    $847
    Deferred
    $21,097
    Nontaxable benefits
    $662
    Filer's total
    $280,811

  • Casey Shillam

    Dean, School of Nursing

    Total calculated
    $259,369
    From this org
    $217,497
    From related orgs
    $0
    Other
    $41,872
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,537
    Bonus
    $0
    Other
    $960
    Deferred
    $20,444
    Nontaxable benefits
    $21,428
    Filer's total
    $259,369

  • Michael Lewellen

    VP for Marketing/Communications

    Total calculated
    $251,458
    From this org
    $223,167
    From related orgs
    $0
    Other
    $28,291
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,881
    Bonus
    $0
    Other
    $6,287
    Deferred
    $20,548
    Nontaxable benefits
    $7,743
    Filer's total
    $251,459

  • John Watzke

    Dean, School of Education

    Total calculated
    $250,656
    From this org
    $209,470
    From related orgs
    $0
    Other
    $41,186
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,510
    Bonus
    $0
    Other
    $960
    Deferred
    $19,758
    Nontaxable benefits
    $21,428
    Filer's total
    $250,656

  • Nick Carlin-Voigt

    Coach, Men's Soccer

    Total calculated
    $244,988
    From this org
    $205,130
    From related orgs
    $0
    Other
    $39,858
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,333
    Bonus
    $13,400
    Other
    $14,396
    Deferred
    $18,431
    Nontaxable benefits
    $21,428
    Filer's total
    $244,988

  • Michael Meek

    Coach, Women's Basketball

    Total calculated
    $237,053
    From this org
    $197,023
    From related orgs
    $0
    Other
    $40,030
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,333
    Bonus
    $23,980
    Other
    $2,710
    Deferred
    $18,794
    Nontaxable benefits
    $21,235
    Filer's total
    $237,052

  • Dana Lopez

    VP for Human Resources

    Total calculated
    $223,899
    From this org
    $185,097
    From related orgs
    $0
    Other
    $38,802
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,150
    Bonus
    $0
    Other
    $1,947
    Deferred
    $17,352
    Nontaxable benefits
    $21,449
    Filer's total
    $223,898

  • Michelle French

    Coach, Women's Soccer

    Total calculated
    $217,546
    From this org
    $192,090
    From related orgs
    $0
    Other
    $25,456
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,975
    Bonus
    $9,934
    Other
    $9,181
    Deferred
    $17,636
    Nontaxable benefits
    $7,820
    Filer's total
    $217,546

  • Fr John Donato CSC

    VP for Student Affairs

    Total calculated
    $197,212
    From this org
    $173,268
    From related orgs
    $0
    Other
    $23,944
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,268
    Bonus
    $0
    Other
    $0
    Deferred
    $16,405
    Nontaxable benefits
    $7,540
    Filer's total
    $197,213

  • Elise Moentmann

    Provost, interim

    Total calculated
    $195,038
    From this org
    $171,185
    From related orgs
    $0
    Other
    $23,853
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,275
    Bonus
    $0
    Other
    $3,560
    Deferred
    $16,110
    Nontaxable benefits
    $7,743
    Filer's total
    $197,688

  • Fr Ed Obermiller CSC

    VP for University Relations, interim

    Total calculated
    $121,472
    From this org
    $104,001
    From related orgs
    $0
    Other
    $17,471
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $104,001
    Bonus
    $0
    Other
    $0
    Deferred
    $9,883
    Nontaxable benefits
    $7,587
    Filer's total
    $121,471

  • Rev Charles F McCoy CSC

    Professor, former trustee

    Total calculated
    $77,961
    From this org
    $64,009
    From related orgs
    $0
    Other
    $13,952
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $64,009
    Bonus
    $0
    Other
    $0
    Deferred
    $6,412
    Nontaxable benefits
    $7,540
    Filer's total
    $77,961

  • Thomas D Arndorfer

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Kristen 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

  • Ralph G Bliquez

    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

  • Robert D Kelly

    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 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

  • Edwin A Sweo

    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

  • Rev Robert Loughery CSC

    Regent

    Total calculated
    $0
    Hours/week
    1

  • Gregory Naleski

    VP for University Relations

    Total calculated
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0

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
  • 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 an with officer approval per written policy. Reimbursements 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. 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 (9)

    T · Charitable trust · OR

Provenance

Return type
form_990
Tax year
2022
Filed
2 May 2024
IRS schema version
2022v5.0
Source object
202441239349301984

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