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Nonprofiteer
← OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION

Form 990 for tax year 2022

Filed by OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION.

Totals

Total revenue
$96,921,733
Total expenses
$160,283,987
Contributions and grants received
$91,085,353
Grants paid
$133,931,087
Program service revenue
$2,692,266
Investment income
$3,639,074
Other revenue
-$494,960
Total assets, end of year
$1,616,758,264
Total liabilities, end of year
$80,284,599
Net assets or fund balances, end of year
$1,536,473,665
Program services expenses (Part IX)
$134,357,304
Management and general expenses
$11,972,692
Fundraising expenses
$13,953,991
Program service expenses (Part III)
$134,357,304

Program services were 83.8% 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

    $43,380

  • 1c · Fundraising events

    $2,815,329

  • 1d · Related organizations

    $945,765

  • 1f · All other contributions, gifts and grants

    $87,280,879

  • 1g · Noncash contributions included above

    $5,895,070

  • 2a · Program service revenue: MANAGEMENT SERVICE FEE

    total $1,664,180 · related or exempt $1,664,180

  • 2b · Program service revenue: EDUCATION OF PUBLIC

    total $878,410 · related or exempt $878,410

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

    total $149,676 · related or exempt $149,676

  • 3 · Investment income

    total -$9,969,191 · unrelated business $254,707 · excluded -$10,223,898

  • 5 · Royalties

    total $2,477 · excluded $2,477

  • 7a · Gross sales of assets other than inventory

    securities $6,625,417 · other assets $11,392,365

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

    securities $5,243,980 · other assets -$834,463

  • 7c · Gain or loss

    securities $1,381,437 · other assets $12,226,828

  • 7d · Net gain or loss

    total $13,608,265 · unrelated business $81,174 · excluded $13,527,091

  • 8a · Fundraising events: gross income

    $138,592

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

    $2,815,329

  • 8b · Fundraising events: direct expenses

    $636,029

  • 8c · Net income from fundraising events

    total -$497,437 · excluded -$497,437

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $133,931,087 · program services $133,931,087

  • 5 · Compensation of officers, directors and key employees

    total $2,431,787 · management and general $1,386,118 · fundraising $1,045,669

  • 7 · Other salaries and wages

    total $10,973,141 · program services $328,097 · management and general $2,922,147 · fundraising $7,722,897

  • 8 · Pension plan contributions

    total $874,847 · program services $26,158 · management and general $232,972 · fundraising $615,717

  • 9 · Other employee benefits

    total $2,265,678 · program services $67,744 · management and general $603,350 · fundraising $1,594,584

  • 10 · Payroll taxes

    total $994,656 · management and general $994,656

  • 11b · Fees: legal

    total $152,397 · management and general $152,397

  • 11c · Fees: accounting

    total $183,069 · management and general $183,069

  • 11f · Fees: investment management

    total $669,017 · management and general $669,017

  • 11g · Fees: other

    total $2,236,663 · management and general $1,559,839 · fundraising $676,824

  • 12 · Advertising and promotion

    total $1,000,388 · management and general $60,561 · fundraising $939,827

  • 13 · Office expenses

    total $252,579 · program services $93 · management and general $104,161 · fundraising $148,325

  • 14 · Information technology

    total $583,049 · program services $77 · management and general $579,890 · fundraising $3,082

  • 16 · Occupancy

    total $28,785 · management and general $27,570 · fundraising $1,215

  • 17 · Travel

    total $127,724 · program services $720 · management and general $18,077 · fundraising $108,927

  • 19 · Conferences, conventions and meetings

    total $606,715 · program services $320 · management and general $90,158 · fundraising $516,237

  • 20 · Interest

    total $374,304 · management and general $374,304

  • 22 · Depreciation, depletion and amortization

    total $1,256,393 · management and general $1,256,393

  • 23 · Insurance

    total $50,191 · management and general $50,191

  • 24a · Other expenses: OTHER MGMT & ADMIN

    total $701,012 · management and general $701,012

  • 24b · Other expenses: OTHER FUNDRAISING

    total $563,823 · fundraising $563,823

  • 24c · Other expenses: DONOR CULTIVATION

    total $23,674 · management and general $6,810 · fundraising $16,864

  • 24d · Other expenses: OTHER PROGRAM EXPENSES

    total $3,008 · program services $3,008

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $43,322,455 · end of year $59,272,299

  • 3 · Pledges and grants receivable

    beginning of year $289,471,664 · end of year $215,145,329

  • 4 · Accounts receivable

    beginning of year $3,769,032 · end of year $1,739,718

  • 7 · Other notes and loans receivable

    beginning of year $11,628,220 · end of year $11,344,992

  • 9 · Prepaid expenses and deferred charges

    beginning of year $493,572 · end of year $750,685

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

    $15,794,457

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

    $3,286,279

  • 10c · Land, buildings and equipment, net

    beginning of year $13,189,837 · end of year $12,508,178

  • 11 · Investments: publicly traded securities

    beginning of year $131,408,151 · end of year $126,470,477

  • 12 · Investments: other securities

    beginning of year $1,147,695,750 · end of year $1,186,451,970

  • 15 · Other assets

    beginning of year $3,476,130 · end of year $3,074,616

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,794,979 · end of year $3,140,252

  • 25 · Other liabilities

    beginning of year $81,716,335 · end of year $77,144,347

  • 29 · Capital stock, trust principal or current funds

    beginning of year $1,234,611,409 · end of year $1,194,877,297

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

    beginning of year $1,349,589 · end of year $1,360,683

  • 31 · Retained earnings, endowment or other funds

    beginning of year $323,982,499 · end of year $340,235,685

Mission and programs · 2022

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. IN FY 22/23, PRIVATE GIVING TO OHSU TOPPED $90 MILLION.

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.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $134,313,439 · Grants $133,887,222 · Revenue $2,692,266

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

    Expenses $43,865 · Grants $43,865

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • JILL EILAND

    PRESIDENT

    Total calculated
    $513,662
    From this org
    $510,106
    From related orgs
    $0
    Other
    $3,556
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $477,600
    Bonus
    $0
    Other
    $32,506
    Deferred
    $0
    Nontaxable benefits
    $3,556
    Filer's total
    $513,662

  • J GREG NESS

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN T JANIK JD

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ROBIN GANTT

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM A BERG

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • ANN EDLEN

    DIRECTOR

    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

  • CALVIN T TANABE MD

    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

  • DANA BRANER MD FAAP FCCM

    DIRECTOR

    Total calculated
    $581,437
    From this org
    $0
    From related orgs
    $554,094
    Other
    $27,343
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $560,000 related
    Bonus
    $0
    Other
    $0 + -$5,906 related
    Deferred
    $0 + $26,389 related
    Nontaxable benefits
    $0 + $954 related
    Filer's total
    $0 + $581,437 related

  • DANIEL M DORSA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DANNY O JACOBS MD MPH FACS

    DIRECTOR

    Total calculated
    $1,308,194
    From this org
    $0
    From related orgs
    $1,308,194
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,263,244 related
    Bonus
    $0
    Other
    $0 + $44,950 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,308,194 related

  • ERIC AMOS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ERIC DISHMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ERIC MARVIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES H WINKLER

    DIRECTOR (THRU 11/22)

    Total calculated
    $0
    Hours/week
    1

  • JAY N ZIDELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN D KLOUCEK DMD

    DIRECTOR

    Total calculated
    $7,086
    From this org
    $0
    From related orgs
    $7,086
    Other
    $0
    Hours/week
    1 + 1 related

  • JORGE G CASIMIRO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KELLY KILKENNY HALE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KELLY SCHRADER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARK GOODMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARY E LAGO CTFA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MAUREEN CASEY

    DIRECTOR

    Total calculated
    $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

  • RICHARD A ROYSE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RUKAIYAH ADAMS JD MBA

    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

  • SUSIE PAPE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • XANDRA T MCKEOWN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DONDI CUPP

    SENIOR VP OF DEVELOPMENT

    Total calculated
    $196,658
    From this org
    $181,398
    From related orgs
    $0
    Other
    $15,260
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,138
    Bonus
    $0
    Other
    $1,260
    Deferred
    $4,666
    Nontaxable benefits
    $10,594
    Filer's total
    $196,658

  • TARA SIMS

    CFO - VP FINANCE

    Total calculated
    $366,628
    From this org
    $307,865
    From related orgs
    $0
    Other
    $58,763
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $259,167
    Bonus
    $25,000
    Other
    $23,698
    Deferred
    $35,002
    Nontaxable benefits
    $23,761
    Filer's total
    $366,628

  • MICHAEL RORABAUGH

    VP OF DEVELOPMENT AND CHIEF DEVELOPMENT OFFICER

    Total calculated
    $338,891
    From this org
    $280,562
    From related orgs
    $0
    Other
    $58,329
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,681
    Bonus
    $16,000
    Other
    $21,881
    Deferred
    $18,527
    Nontaxable benefits
    $39,802
    Filer's total
    $338,891

  • AMANDA HOSKINS

    AVP OF ADVANCEMENT SERVICE

    Total calculated
    $279,894
    From this org
    $212,143
    From related orgs
    $0
    Other
    $67,751
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,890
    Bonus
    $5,000
    Other
    $2,253
    Deferred
    $26,535
    Nontaxable benefits
    $41,216
    Filer's total
    $279,894

  • CAROLANNE WIPFLI

    AVP OF DONOR RELATIONS

    Total calculated
    $196,986
    From this org
    $169,229
    From related orgs
    $0
    Other
    $27,757
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,056
    Bonus
    $5,000
    Other
    $2,173
    Deferred
    $20,872
    Nontaxable benefits
    $6,885
    Filer's total
    $196,986

  • LESLIE CONSTANS

    AVP OF FOUNDATION COMMUNICATIONS

    Total calculated
    $217,547
    From this org
    $177,769
    From related orgs
    $0
    Other
    $39,778
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,291
    Bonus
    $0
    Other
    $3,478
    Deferred
    $0
    Nontaxable benefits
    $39,778
    Filer's total
    $217,547

  • AMANDA HORTON

    AVP OF FOUNDATION RELATION

    Total calculated
    $254,776
    From this org
    $213,882
    From related orgs
    $0
    Other
    $40,894
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,591
    Bonus
    $11,000
    Other
    $2,291
    Deferred
    $25,695
    Nontaxable benefits
    $15,199
    Filer's total
    $254,776

  • ROCHELLE MAKELA-GOODMAN

    AVP OF GIFT PLANNING

    Total calculated
    $247,793
    From this org
    $232,033
    From related orgs
    $0
    Other
    $15,760
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $207,293
    Bonus
    $20,000
    Other
    $4,740
    Deferred
    $0
    Nontaxable benefits
    $15,760
    Filer's total
    $247,793

  • TIMOTHY COFFEY

    MANAGING SENIOR DIRECTOR O

    Total calculated
    $227,161
    From this org
    $189,355
    From related orgs
    $0
    Other
    $37,806
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,593
    Bonus
    $0
    Other
    $2,762
    Deferred
    $22,696
    Nontaxable benefits
    $15,110
    Filer's total
    $227,161

  • JOSHUA GEHRIG

    AVP OF INVESTMENTS AND TREASURY

    Total calculated
    $257,048
    From this org
    $191,540
    From related orgs
    $0
    Other
    $65,508
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,525
    Bonus
    $2,500
    Other
    $2,515
    Deferred
    $24,286
    Nontaxable benefits
    $41,222
    Filer's total
    $257,048

  • SARAH NEVUE

    SENIOR DIRECTOR OF DEVELOP

    Total calculated
    $259,101
    From this org
    $200,290
    From related orgs
    $0
    Other
    $58,811
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,201
    Bonus
    $2,500
    Other
    $4,589
    Deferred
    $24,388
    Nontaxable benefits
    $34,423
    Filer's total
    $259,101

  • MATT MCNAIR

    FORMER PRESIDENT

    Total calculated
    $335,717
    From this org
    $335,717
    From related orgs
    $0
    Other
    $0
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $335,717
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $335,717

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 · 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 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 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)

PART I, LINE 4A
MATT MCNAIR, FORMER PRESIDENT, RECEIVED SEVERANCE OF $335,717 DURING 2022. THIS COMPENSATION IS INCLUDED IN THE COMPENSATION REPORTED IN PART II. THE SEVERANCE WAS REVIEWED AND APPROVED IN ACCORDANCE WITH THE FOUNDATION'S POLICIES AND PROCEDURES.

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 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
2022
Filed
20 April 2024
IRS schema version
2022v5.0
Source object
202431139349301553

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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