2025-04-22T15:11:20-05:00 2024-06-30 135565207 KPMG LLP 1300 SW 5TH AVENUE SUITE 3800 PORTLAND OR 97201 990 2023-07-01 237083114 OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION OREG 5032281730 2020 SW 4TH AVENUE SUITE 900 PORTLAND OR 97201 TARA SIMS CFO - VP FINANCE & ADMIN 5032281730 2025-04-21 1 0 DAVID M HIGHFILL P01517891 5032216500 2025-04-21 2023 2025-03-06 01:10:19Z TARA SIMS 2020 SW 4TH AVENUE SUITE 900 PORTLAND OR 97201 175497998 0 X WWW.OHSUFOUNDATION.ORG X 1970 OR OHSUF IS A NONPROFIT ORGANIZATION ESTABLISHED IN 1970 DEDICATED TO SECURE PRIVATE PHILANTHROPIC SUPPORT FOR OHSU AND TO INVEST AND MANAGE GIFTS RESPONSIBLY IN ACCORDANCE WITH DONORS' WISHES. 36 32 139 75 4438812 837681 91085353 92725252 2692266 3578659 3639074 44753912 -494960 -459958 96921733 140597865 133931087 148276727 0 0 17540109 20209922 0 0 17777018 8812791 19222748 160283987 187709397 -63362254 -47111532 1616758264 1630108311 80284599 84294826 1536473665 1545813485 X OREGON HEALTH & SCIENCE UNIVERSITY IS A NONPROFIT ORGANIZATION ESTABLISHED IN 1970 TO SECURE PRIVATE PHILANTHROPIC SUPPORT TO ADVANCE OHSU'S VITAL MISSIONS, AND TO INVEST AND MANAGE GIFTS RESPONSIBLY TO HONOR DONORS' WISHES. 0 0 148649920 148212569 3578659 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. 64158 64158 GRANTS AND TRANSFERS TO SUPPORT PROGRAMS OF OTHER CHARITABLE, MEDICAL, AND EDUCATIONAL ORGANIZATIONS. 148714078 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 1 0 0 1 1 0 0 1 1 1 0 0 0 1 X 228 0 1 139 1 1 1 1 UK DA NO PO SW 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 36 32 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 1 1 1 1 0 OR WA CA FL HI IL KY MA MD MI MN NH NJ NY SC UT X TARA SIMS - CFO - VP FINANCE 5032281730 2020 SW 4TH AVENUE SUITE 900 PORTLAND OR 97201 JILL EILAND PRESIDENT 40.00 1.00 X X 555228 0 66106 J GREG NESS CHAIR 1.00 0.00 X X 0 0 0 KELLY SCHRADER VICE PRESIDENT 1.00 0.00 X 0 0 0 STEPHEN T JANIK JD IMMEDIATE PAST CHAIR 1.00 0.00 X X 0 0 0 ROBIN GANTT TREASURER 1.00 0.00 X X 0 0 0 WILLIAM A BERG SECRETARY 1.00 0.00 X X 0 0 0 AADAM HUSSAIN DIRECTOR 1.00 0.00 X 0 0 0 ANN EDLEN DIRECTOR 1.00 0.00 X 0 0 0 BARBARA A SILVER DIRECTOR 1.00 0.00 X 0 0 0 BRAD BLUMENFELD DIRECTOR 1.00 0.00 X 0 0 0 CHAD PAULSON DIRECTOR 1.00 0.00 X 0 0 0 COREY MORRIS-SINGER PHD DIRECTOR 1.00 0.00 X 0 0 0 CRAIG A KELLY DIRECTOR 1.00 0.00 X 0 0 0 DANA BRANER MD FAAP FCCM DIRECTOR 1.00 40.00 X 0 654086 29719 DANNY O JACOBS MD MPH FACS DIRECTOR 1.00 40.00 X 0 1511958 0 ERIC AMOS DIRECTOR THRU 12/30/23 1.00 0.00 X 0 0 0 ERIC DISHMAN DIRECTOR 1.00 0.00 X 0 0 0 ERIC MARVIN DIRECTOR 1.00 0.00 X 0 0 0 JAY N ZIDELL DIRECTOR 1.00 0.00 X 0 0 0 JOHN HERSHEY DIRECTOR 1.00 0.00 X 0 0 0 JOHN D KLOUCEK DMD DIRECTOR 1.00 1.00 X 0 7502 0 JORGE G CASIMIRO DIRECTOR 1.00 0.00 X 0 0 0 JOSH SCHLESINGER DIRECTOR 1.00 0.00 X 0 0 0 KELLY KILKENNY HALE DIRECTOR 1.00 0.00 X 0 0 0 MARK GOODMAN DIRECTOR 1.00 0.00 X 0 0 0 MARY E LAGO CTFA DIRECTOR 1.00 0.00 X 0 0 0 MAUREEN CASEY DIRECTOR 1.00 0.00 X 0 0 0 NANCY HAIGWOOD PHD DIRECTOR 1.00 0.00 X 0 0 0 NORAH VERBOUT PHD DIRECTOR 1.00 0.00 X 0 0 0 PENNEY HOODENPYLE DIRECTOR 1.00 0.00 X 0 0 0 PRISCILLA W LONGFIELD DIRECTOR 1.00 0.00 X 0 0 0 RUKAIYAH ADAMS JD MBA DIRECTOR 1.00 0.00 X 0 0 0 STACEY STRADE SQUIRES CFA DIRECTOR 1.00 0.00 X 0 0 0 STEPHEN E BABSON JD DIRECTOR 1.00 0.00 X 0 0 0 STEVEN PREWITT DIRECTOR 1.00 0.00 X 0 0 0 SUSIE PAPE DIRECTOR 1.00 0.00 X 0 0 0 XANDRA T MCKEOWN DIRECTOR 1.00 0.00 X 0 0 0 TARA SIMS CFO - VP FINANCE 40.00 0.00 X 334152 0 61593 MICHAEL RORABAUGH VP OF DEVELOPMENT AND CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 401929 0 81585 AMANDA HOSKINS AVP OF ADVANCEMENT SERVICE 40.00 0.00 X 223296 0 72066 CAITLIN UPSHAW AVP OF HUMAN RESOURCES 40.00 0.00 X 200248 0 16925 CAROLANNE WIPFLI AVP OF DONOR RELATIONS 40.00 0.00 X 217109 0 33523 LESLIE CONSTANS AVP OF FOUNDATION COMMUNICATIONS 40.00 0.00 X 214350 0 52377 AMANDA HORTON AVP OF FOUNDATION RELATION 40.00 0.00 X 231999 0 43354 ROCHELLE MAKELA-GOODMAN AVP OF GIFT PLANNING 40.00 0.00 X 233292 0 42541 TIMOTHY COFFEY MANAGING SENIOR DIRECTOR OF DEVELOPMENT II 40.00 0.00 X 200518 0 39294 JOSHUA GEHRIG AVP OF INVESTMENTS AND TREASURY 40.00 0.00 X 205331 0 68245 SARAH NEVUE SENIOR DIRECTOR OF DEVELOPMENT II 40.00 0.00 X 211350 0 54023 3228802 2173546 661351 53 0 1 0 0 30962 3800008 88894282 5874612 92725252 MANAGEMENT SERVICE FEE 900099 1749457 1749457 EDUCATION OF PUBLIC 900099 1490413 1490413 RESEARCH ACTIVITY AGRE 900099 228370 228370 ALUMNI/OUTREACH ACTIVI 900099 110419 110194 225 3578659 15596694 4354429 11242265 6230 6230 9295295 54184811 7832542 26490346 1462753 27694465 29157218 84158 29073060 111057 3800008 577245 -466188 -466188 140597865 3578434 4438812 39855367 148276727 148276727 2344526 1315749 1028777 12814539 315238 3339469 9159832 1337110 32893 348451 955766 2579356 63014 685357 1830985 1134391 24273 340013 770105 203410 131166 72244 368797 368729 68 9244247 9244247 2371142 772985 1598157 795017 60840 734177 557312 154 340475 216683 969349 2 923346 46001 44909 44909 204876 972 39527 164377 936701 258 179880 756563 352579 352579 1146062 1146062 53753 53707 46 OTHER MGMT & ADMIN 1525725 1525725 OTHER FUNDRAISING 420850 420850 DONOR CULTIVATION 27472 5085 22387 OTHER PROGRAM EXPENSES 547 547 187709397 148714078 21218301 17777018 59272299 16112401 215145329 159020185 1739718 1570874 11344992 11151405 750685 672551 15065943 3279423 12508178 11786520 126470477 116222467 1186451970 1310599025 3074616 2972883 1616758264 1630108311 3140252 4356257 77144347 79938569 80284599 84294826 X 1194877297 1175428151 1360683 1240817 340235685 369144517 1536473665 1545813485 1616758264 1630108311 -47111532 56451352 0 X 0 1 X 1 0 X 92832486 81004005 134077050 91085353 92725252 491724146 92832486 81004005 134077050 91085353 92725252 491724146 19000392 472723754 32500 4130 3769 2477 11248495 11291371 88924 837681 926605 33630 27490 55862 138592 111057 366631 504308753 17181480 0.93740 0.92990 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 33,630. 2020 AMOUNT: $ 27,490. 2021 AMOUNT: $ 55,862. 2022 AMOUNT: $ 138,592. 2023 AMOUNT: $ 111,057. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2 45947 1353293 1 1 921970062 38214011 73613156 4200150 51254419 196646 978146014 865006674 81696241 23905340 3726568 44700745 210880 921970062 842336249 90504532 -29696600 3284399 34843646 9462 865006674 634281119 24586234 217717115 3179307 30610086 458826 842336249 572315257 20932540 7349419 3084511 27151216 536017 569825472 0.51665 0.48026 0.00309 0 0 1080778 153084 927694 2033662 711579 1322083 11951503 2414760 9536743 11786520 EQUITIES 1033286919 F OTHER LONG-TERM INVESTMENTS 277312106 F 1310599025 DUE TO OHSU 9775496 LIAB. FOR LIFE INCOME AGRMT. 24714801 DUE TO OTHER INSTITUTIONS 2771182 DEFERRED INFLOWS 31917231 OTHER LIABILITIES 214156 RIGHT OF USE LIABILITY-CURRENT 614024 RIGHT OF USE LIABILITY-NON CURRENT 9931679 79938569 188469144 56451351 86930 577245 57115526 131353618 9244247 9244247 140597865 179129325 86930 577245 664175 178465150 9244247 9244247 187709397 PART V, LINE 4: AN ENDOWED FUND MAY SUPPORT A SPECIFIC OREGON HEALTH AND SCIENCE UNIVERSITY SCHOOL, DEPARTMENT, RESEARCH INSTITUTE OR PROGRAM. IT ALSO MAY SUPPORT SPECIFIC PEOPLE OR PURPOSES SUCH AS A FACULTY PROFESSORSHIP OR CHAIR, SCHOLARSHIP OR FELLOWSHIP, RESEARCH ACTIVITY, VISITING LECTURER OR PATIENT CARE. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 577,245. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 577,245. FREESTYLE 3602862 3532083 70779 154356 373817 TIMBERLINE DAYDREAM 194308 170148 24160 434 22469 2 113895 97777 16118 312 25857 3911065 3800008 111057 155102 48326 373817 577245 -466188 1 OREGON HEALTH & SCIENCE UNIVERSITY 3181 SAM JACKSON PARK RD PORTLAND OR 97239 931176109 OREGON STATE 82493118 0 RESEARCH OREGON HEALTH & SCIENCE UNIVERSITY 3181 SAM JACKSON PARK RD PORTLAND OR 97239 931176109 OREGON STATE 37055880 22266 FMV SUPPLIES ACADEMIC SUPPORT OREGON HEALTH & SCIENCE UNIVERSITY 3181 SAM JACKSON PARK RD PORTLAND OR 97239 931176109 OREGON STATE 4211340 0 FMV SUPPLIES INSTRUCTION OREGON HEALTH & SCIENCE UNIVERSITY 3181 SAM JACKSON PARK RD PORTLAND OR 97239 931176109 OREGON STATE 943636 7500 FMV SUPPLIES INSTITUTIONAL SUPPORT OREGON HEALTH & SCIENCE UNIVERSITY 3181 SAM JACKSON PARK RD PORTLAND OR 97239 931176109 OREGON STATE 7242246 9594 FMV SUPPLIES PUBLIC SERVICE OREGON HEALTH & SCIENCE UNIVERSITY 3181 SAM JACKSON PARK RD PORTLAND OR 97239 931176109 OREGON STATE 6853673 0 CAPITAL PROJECTS AND PLANNING OREGON HEALTH & SCIENCE UNIVERSITY 3181 SAM JACKSON PARK RD PORTLAND OR 97239 931176109 OREGON STATE 4511291 0 STUDENT AID OREGON HEALTH & SCIENCE UNIVERSITY 3181 SAM JACKSON PARK RD PORTLAND OR 97239 931176109 OREGON STATE 4837092 24933 FMV SUPPLIES CLINICAL SUPPORT OHSU OFFICE OF THE PROVOST 3181 SAM JACKSON PARK RD PORTLAND OR 97239 931176109 OREGON STATE 28097 0 ACADEMIC SUPPORT PROVIDENCE - ST VINCENTS 9205 SW BARNES RD PORTLAND OR 97266 930575982 501(C)(3) 36061 0 PUBLIC HEALTH 2 PART I, LINE 2: TRANSFERS ARE MADE TO OREGON HEALTH AND SCIENCE UNIVERSITY (OHSU) AND UNRELATED PARTIES BASED ON THESE ENTITIES PROVIDING AUTHORIZED DOCUMENTATION OF SATISFACTION OF DONORS' INTENT. AUTHORIZATION IS CONTROLLED AND LIMITED TO SELECT INDIVIDUALS WITH THE KNOWLEDGE AND RESPONSIBILITY OF ENSURING THE TRANSFERS ARE MADE IN ACCORDANCE WITH DONOR INTENT. DOCUMENTATION CAN INCLUDE PROVIDING LABOR, EQUIPMENT, AND CONSTRUCTION REPORTS PRODUCED THAT SUBSTANTIATE SALARY EXPENSES, EQUIPMENT PURCHASES, AND CONSTRUCTION COSTS INCURRED. 1 X X X X 1 0 0 0 0 0 0 0 0 DANNY O JACOBS MD MPH FACS DIRECTOR 0 1467162 0 0 0 44796 0 0 0 0 0 1511958 0 0 DANA BRANER MD FAAP FCCM DIRECTOR 0 606775 0 52500 0 -5189 0 29087 0 632 0 683805 0 0 JILL EILAND PRESIDENT 520821 0 0 0 34407 0 63126 0 2980 0 621334 0 0 0 MICHAEL RORABAUGH VP OF DEVELOPMENT AND CHIEF DEVELOPM 293109 0 85000 0 23820 0 41104 0 40481 0 483514 0 0 0 TARA SIMS CFO - VP FINANCE 283550 0 25000 0 25602 0 38041 0 23552 0 395745 0 0 0 AMANDA HOSKINS AVP OF ADVANCEMENT SERVICE 215080 0 5000 0 3216 0 28124 0 43942 0 295362 0 0 0 ROCHELLE MAKELA-GOODMAN AVP OF GIFT PLANNING 217425 0 10000 0 5867 0 27932 0 14609 0 275833 0 0 0 AMANDA HORTON AVP OF FOUNDATION RELATION 218755 0 10000 0 3244 0 27864 0 15490 0 275353 0 0 0 JOSHUA GEHRIG AVP OF INVESTMENTS AND TREASURY 201871 0 0 0 3460 0 25999 0 42246 0 273576 0 0 0 LESLIE CONSTANS AVP OF FOUNDATION COMMUNICATIONS 209620 0 0 0 4730 0 25999 0 26378 0 266727 0 0 0 SARAH NEVUE SENIOR DIRECTOR OF DEVELOPMENT II 203692 0 0 0 7658 0 23969 0 30054 0 265373 0 0 0 CAROLANNE WIPFLI AVP OF DONOR RELATIONS 208877 0 5000 0 3232 0 26599 0 6924 0 250632 0 0 0 TIMOTHY COFFEY MANAGING SENIOR DIRECTOR OF DEVELOPM 195965 0 0 0 4553 0 23930 0 15364 0 239812 0 0 0 CAITLIN UPSHAW AVP OF HUMAN RESOURCES 126844 0 0 0 73404 0 0 0 16925 0 217173 0 0 0 PART I, LINE 4A SEVERANCE CAITLIN UPSHAW RECEIVED SEVERANCE IN THE AMOUNT OF $71,567. THIS AMOUNT IS REPORTED ON SCHEDULE J, PART II, COL (B)(III). STANDARD INSURANCE COMPANY THE EXECUTIVE CHAIR, GREG NESS, IS A MEMBER OF THE OHSU FOUNDATION BOARD 2702986 INSURANCE 0 X 2 12500 COMPARABLE SALES X 35923 COMPARABLE SALES X 73 5717251 AVERAGE MARKET X 1 42000 APPRAISAL X 5 3985 COMPARABLE SALES X 7 19824 COMPARABLE SALES X VARIOUS AUCTION 47 32862 FMV - SALES PRICE X OTHER VARIOUS 41 10267 COMPARABLE SALES 0 0 1 1 PART I, LINE 32B: THE ORGANIZATION PARTNERS WITH VOLUNTEERS OF AMERICA FOR THE COLLECTION AND SALE OF GIFTS OF AUTOMOBILES. THE ORGANIZATION ALSO ENGAGES THE SERVICES OF REAL ESTATE AGENTS WHEN SELLING GIFTS OF REAL PROPERTY. THE ORGANIZATION USES STOCK BROKERS TO PROCESS AND SELL SECURITIES. THE SERVICES OF MARKETING FIRMS IN THE SOLICITATION OF PLANNED GIFTS ARE ALSO USED. FORM 990, PART III, LINE 4A AT OHSU, WE ARE SINCERELY THANKFUL FOR THE PHILANTHROPIC SUPPORT THAT EMPOWERS US TO ADVANCE OUR ESSENTIAL MISSIONS: LIFE-SAVING CARE, GROUNDBREAKING RESEARCH, INCLUSIVE EDUCATION AND ADVOCACY FOR HEALTH EQUITY. THROUGHOUT THE PAST YEAR, WE HAVE WITNESSED COUNTLESS STORIES OF IMPACT THAT DEMONSTRATE OUR JOINT COMMITMENT TO BUILDING A HEALTHIER FUTURE FOR ALL. HERE ARE A FEW HIGHLIGHTS FROM OUR JOURNEY. * THE SCHLESINGER FAMILY FOUNDATION MADE A GENEROUS GIFT OF $50,000 TO INCREASE THE RALPH AND BUNNY SCHLESINGER MEDICAL SCHOOL SCHOLARSHIP ENDOWMENT. ESTABLISHED IN 2012, THIS SCHOLARSHIP SUPPORTS MEDICAL STUDENTS FROM OREGON WITH DEMONSTRATED FINANCIAL NEED. THE SCHLESINGER FAMILY FOUNDATION WAS ESTABLISHED BY RALPH AND BUNNY SCHLESINGER IN 1982 WITH THE PURPOSE OF ENHANCING OREGON AND SOUTHWEST WASHINGTON COMMUNITIES IN THE AREAS OF MEDICAL RESEARCH AND CARE, HIGHER EDUCATION, AND PROMOTING THE WELFARE OF OUR COMMUNITIES. AS ONE OF FIVE GENERATIONS OF PORTLANDERS IN THE FAMILY, FAMILY FOUNDATION PRESIDENT JOSH SCHLESINGER IS ONE OF THE NEW TRUSTEES ELECTED TO THE OHSU FOUNDATION BOARD AT OUR JUNE BOARD MEETING. JOSH REAFFIRMED HIS FAMILY'S COMMITMENT TO SUPPORTING THE GROWTH AND VITALITY OF THE STATE WHICH HAS BEEN THEIR HOME AND COMMUNITY FOR OVER 100 YEARS. * THE FOUNDATION TEAM CELEBRATED THE SUCCESS OF THE FIRST-EVER TIMBERLINE DAYDREAM EVENT THAT TOOK PLACE OVER LABOR DAY WEEKEND. A SIZEABLE CROWD JOINED US AT TIMBERLINE LODGE ON SATURDAY, SEPTEMBER 2, TO SUPPORT DOERNBECHER CHILDREN'S HOSPITAL, ENJOY LIVE MUSIC IN THE OUTDOOR AMPHITHEATER AND TAKE IN THE VIEWS. THROUGH SPONSORSHIPS, DONATIONS AND THE SILENT AUCTION, WE RAISED MORE THAN $196,000 FOR DOERNBECHER'S AREA OF GREATEST NEED. * A LONGTIME SUPPORTER OF THE HAROLD SCHNITZER DIABETES HEALTH CENTER RECENTLY MADE A $1 MILLION GIFT TO BE DIRECTED BY CENTER DIRECTOR DR. ANDREW AHMANN TO THE AREA OF GREATEST NEED. WITH DR. AHMANN'S GUIDANCE AND THE SUPPORT OF THE DONOR, THE GIFT WILL BE SPLIT EQUALLY TO SUPPORT RESEARCH EFFORTS--SPECIFICALLY $500,000 FOR THE CENTER--TO HIRE TWO KEY POSITIONS IN ADULT AND PEDIATRIC TYPE 1 DIABETES (T1D) RESEARCH AND QUALITY IMPROVEMENT (QI) PROGRAMS. THE REMAINING $500,000 OF THIS GIFT WILL BE USED TO DEVELOP COLLABORATIVE EFFORTS WITH CARDIOLOGY AND VASCULAR SURGERY TEAMS. THE RESEARCH BEING CONDUCTED ON CARDIOVASCULAR DISEASE, PARTICULARLY IN INDIVIDUALS WITH TYPE 1 OR TYPE 2 DIABETES, HOLDS IMMENSE PROMISE FOR IMPROVING LIVES AND REDUCING THE BURDEN OF THESE DEBILITATING CONDITIONS. * OUR PARTNERSHIP WITH COSTCO RAISED OVER $855,000 THIS SPRING THROUGH THEIR ANNUAL CHILDREN'S MIRACLE NETWORK HOSPITALS CAMPAIGN. THERE WERE ELEVEN COSTCO WAREHOUSES ENGAGED IN FUNDRAISING FOR DOERNBECHER IN OREGON AND SOUTHWEST WASHINGTON DURING THE MONTH OF MAY. SINCE 1995 THESE WAREHOUSES HAVE RAISED MORE THAN $12 MILLION WITH THE ANNUAL CAMPAIGN. * THE PACIFIC HEART LUNG AND BLOOD INSTITUTE OF CALIFORNIA (PHLBI) HAS DONATED $450,000 TO THE OHSU KNIGHT CANCER INSTITUTE TO ADVANCE MESOTHELIOMA RESEARCH INCLUDING NEW DRUG DEVELOPMENT AND TESTING - WITHIN THE KNIGHT'S CENTER FOR EXPERIMENTAL THERAPEUTICS. PHLBI HAS RECENTLY CLOSED ITS OPERATIONS AND WAS LOOKING FOR A PARTNER WHO COULD HELP CARRY ON THEIR FIGHT AGAINST MESOTHELIOMA. AFTER MEETING WITH BRIAN DRUKER, M.D., SHIVAANI KUMMAR, M.D., AND OTHER KNIGHT CANCER INSTITUTE AND OHSU FOUNDATION LEADERS, PHLBI'S EXECUTIVE DIRECTOR NOTED, "WE ARE ACUTELY AWARE OF THE RIGOROUS AND PIONEERING WORK THAT YOUR INSTITUTION CONDUCTS IN THE PURSUIT OF INNOVATIVE CANCER TREATMENTS, EARLY DETECTION METHODS, AND ULTIMATELY A CURE FOR THIS TERRIBLE DISEASE. IT IS AN HONOR TO CONTRIBUTE TO YOUR EFFORTS." * OUR TEAM CONTINUES TO CELEBRATE THE INCREDIBLE NIGHT WE HAD AT DOERNBECHER FREESTYLE XIX IN OCTOBER. OVERALL, THE EVENING RAISED $991,000 FOR DOERNBECHER CHILDREN'S HOSPITAL, WITH $580,000 OF THAT TOTAL RAISED THROUGH DONATIONS, PADDLE RAISES AND MATCHING GIFTS. WE HAPPILY EXCEEDED OUR PADDLE RAISE GOAL BY $40,000, WHICH SPEAKS TO THE GENEROSITY WE SAW IN THE ROOM THAT NIGHT. AT THE END OF THE PROGRAM, WE HAD THE HONOR OF ACCEPTING NIKE'S GIFT FROM THE FREESTYLE XVIII RETAIL PROCEEDS FROM LAST YEAR'S COLLECTION. WE CELEBRATE THE $2.4 MILLION THAT WILL BE COMING TO DOERNBECHER THIS YEAR, WHICH IS AN INCREASE OF $1 MILLION FROM LAST YEAR. WITH THIS GIFT AND THE FUNDS RAISED AT THE EVENT, THE FREESTYLE PROGRAM HAS NOW RAISED OVER $36 MILLION FOR DOERNBECHER SINCE IT BEGAN IN 2004. WE ARE SO GRATEFUL FOR NIKE'S ONGOING PARTNERSHIP TO SUPPORT THIS PROGRAM AND ARE ALREADY LOOKING FORWARD TO WHAT IS AHEAD AS WE CELEBRATE 20 YEARS OF DOERNBECHER FREESTYLE NEXT YEAR. * CASEY EYE INSTITUTE FACULTY MEMBER DR. DAVID HUANG--THE INAUGURAL HOLDER OF THE WOLD FAMILY ENDOWED CHAIR IN OPHTHALMIC IMAGING AND RECIPIENT OF THE NATIONAL MEDAL OF TECHNOLOGY AND INNOVATION AND THE 2023 LASKER AWARD--GENEROUSLY DONATED $50,000 TO THE CASEY EYE INSTITUTE'S CENTER FOR OPHTHALMIC OPTICS AND LASERS. DR. HUANG IS THE COINVENTOR OF OPTICAL COHERENCE TOMOGRAPHY (OCT). THIS HIGH-RESOLUTION IMAGING TECHNOLOGY HAS TRANSFORMED THE WAY EYE DISEASE IS DIAGNOSED AND MANAGED FOR MILLIONS OF PEOPLE AROUND THE WORLD. * A DONOR FROM A RURAL OREGON COMMUNITY RECENTLY MADE A GIFT THROUGH A REVOCABLE BEQUEST TO FUND A SCHOLARSHIP FOR OHSU NURSING STUDENTS. THE DONOR WAS INSPIRED BY THE EMPATHETIC, SELFLESS COMMITMENT MANY NURSES EXHIBIT WHEN CARING FOR THEIR PATIENTS. THE DONOR CHOSE TO INVEST IN THE NEXT GENERATION OF NURSES IN OREGON AND SHARED THAT IN AN ERA WHERE AFFORDABLE HEALTH CARE IS BECOMING INCREASINGLY AN ISSUE, QUALIFIED NURSING STAFF TO SUPPORT HOSPITALS AND HEALTH CLINICS IS ESSENTIAL. * THE OHSU KNIGHT CANCER INSTITUTE RECEIVED A $3.8 MILLION ESTATE GIFT FROM THE LATE PATTY ROSENBERG, A GRATEFUL PATIENT WHOSE GENEROSITY WILL HELP PATIENTS WHO ARE UNDERGOING CELL THERAPY AND BONE MARROW TRANSPLANTS. HAVING CAREGIVER ASSISTANCE IS A REQUIREMENT FOR THOSE BEING CONSIDERED FOR BONE MARROW TRANSPLANTS AND CELL THERAPY PROCEDURES. OFTEN, THIS CAN BE A SIGNIFICANT FINANCIAL BURDEN FOR MANY PATIENTS. WHEN FULLY FUNDED LATE NEXT YEAR, THE PATTY ROSENBERG ENDOWMENT FOR PATIENT ASSISTANCE WILL HELP ALLEVIATE THIS AND OTHER PATIENT BARRIERS. * THE FORD FAMILY FOUNDATION, A PRIVATE FOUNDATION BASED IN ROSEBURG, HAS AWARDED $300,000 TO ON TRACK OHSU! TO ENHANCE SUPPORT FOR TRIBAL STUDENTS. ON TRACK OHSU! IS A HEALTH AND SCIENCE PATHWAYS PROGRAM THAT PROVIDES HANDS-ON EDUCATION EXPERIENCES TO STUDENTS WHO ARE HISTORICALLY MARGINALIZED IN BOTH THE SCIENCES AND HEALTH CARE. WITH THIS NEW THREE-YEAR GRANT, ON TRACK OHSU! WILL EXPAND ITS PRESENCE IN WARM SPRINGS AND KLAMATH FALLS, HELP FOSTER CONNECTIONS AMONG TRIBAL YOUTH IN BOTH COMMUNITIES AND STRENGTHEN SUPPORT FOR STUDENTS AT KEY TRANSITION POINTS IN THEIR EDUCATION, SUCH AS GRADUATION FROM HIGH SCHOOL. * NORM AND LINDA BRENDEN, LONG-TIME OHSU SUPPORTERS AND PHILANTHROPISTS, INVESTED AN ADDITIONAL $6 MILLION INTO THE OHSU BRENDEN-COLSON CENTER FOR PANCREATIC CARE. THIS NEW FUNDING WILL ACCELERATE STRATEGIES TO INCREASE PATIENT LONGEVITY AND EXTEND AN IMPROVED QUALITY OF LIFE FOR THOSE WITH PANCREATIC DISEASE. THE CENTER IS A PATIENT-CENTRIC RESEARCH HUB FOR PROGRAMS THAT FOCUS ON THREE MAIN AREAS: EARLY DETECTION, ADVANCED THERAPY AND QUALITY OF LIFE. FORM 990, PART III, LINE 4B * JEFFREY JAY, M.D., AND HIS WIFE MARY ELLEN RECENTLY GAVE A $250,000 GIFT TO THE OHSU KNIGHT CANCER INSTITUTE TO SUPPORT CHRONIC MYELOGENOUS LEUKEMIA (CML) RESEARCH. THIS GIFT WILL ENABLE RESEARCH INTO THE POSSIBLE DISCONTINUATION OF LONG-TERM THERAPY FOR CML PATIENTS, HOPEFULLY LESSENING THE FINANCIAL BURDEN AND POTENTIAL SIDE EFFECTS ASSOCIATED WITH INDEFINITE TREATMENT. DR. JAY IS THE FOUNDER AND MANAGING PARTNER OF THE HEALTH CARE INVESTMENT FIRM GREAT POINT PARTNERS. THE JAYS HAVE BEEN SUPPORTING LEUKEMIA RESEARCH AT THE KNIGHT CANCER INSTITUTE SINCE 2003. THE 2024 GIFT IS THEIR LARGEST. WE ARE GRATEFUL FOR THEIR CONTINUED PARTNERSHIP IN ENDING CANCER AS WE KNOW IT. * THE OHSU FOUNDATION OFFICE WAS THE BACKDROP FOR A MOMENTOUS DOCUMENT-SIGNING CEREMONY. LEADERS FROM FIRST TECHNOLOGY FEDERAL CREDIT UNION, DOERNBECHER CHILDREN'S HOSPITAL, AND THE OHSU FOUNDATION MET TO FORMALIZE AN AGREEMENT ESTABLISHING A $1 MILLION FIRST TECHNOLOGY CREDIT UNION INNOVATION ENDOWMENT. THE NEW ENDOWMENT WILL PROVIDE A STABLE FUNDING SOURCE FOR DOERNBECHER CHILDREN'S HOSPITAL TO PURCHASE EQUIPMENT FOR ITS MOST PRESSING TECHNOLOGICAL NEEDS. FIRST TECHNOLOGY FEDERAL CREDIT UNION IS PART OF THE CREDIT UNIONS FOR KIDS COLLABORATION, WHICH HAS SUPPORTED DOERNBECHER CHILDREN'S HOSPITAL FOR OVER 30 YEARS. THEIR COLLECTIVE PHILANTHROPIC CONTRIBUTIONS HAVE MADE AN INDELIBLE IMPACT ON DOERNBECHER'S PATIENT AND FAMILY CARE. * IN THE FINAL DAYS OF FY24, WE RECEIVED CONTINUED SUPPORT FROM THE ROUNDHOUSE FOUNDATION WITH A GENEROUS GRANT TOTALING $2.5 MILLION TO REINVEST IN THE OHSU CASEY EYE INSTITUTE COMMUNITY OUTREACH PROGRAM WITH A GOAL TO ELIMINATE PREVENTABLE BLINDNESS, ESPECIALLY IN RURAL AND TRIBAL COMMUNITIES THROUGHOUT OREGON. FORM 990, PART VI, SECTION A, LINE 7B OHSU'S PRESIDENT HAS THE POWER TO APPROVE DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE VP - CHIEF FINANCIAL OFFICER REVIEWS THE FINAL FORM 990 WHICH IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM FROM WORK PAPERS PREPARED BY FOUNDATION STAFF. THE VP - CHIEF FINANCIAL OFFICER SIGNS THE RETURN BEFORE IT IS FILED. THE FORM 990 IS AVAILABLE FOR MEMBERS OF THE BOARD OF TRUSTEES TO VIEW AFTER IT HAS BEEN FILED. TO PROTECT THE PRIVACY OF OUR DONORS, SCHEDULE B IS REDACTED FROM ANY FORM THAT IS PROVIDED TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE AND STATEMENT ARE PROVIDED TO EACH COVERED PERSON TO DISCLOSE ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. COVERED PERSONS INCLUDE ANY CURRENT AND FORMER OFFICER, TRUSTEE, DIRECTOR, MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS, HIGHEST COMPENSATED EMPLOYEES, OR KEY EMPLOYEE, ANY OF WHOM HELD THE NAMED POSITION WITHIN FIVE YEARS FROM THE DATE THE POSITION TERMINATED. EACH RESPONDENT IS ASKED TO SIGN A DISCLOSURE STATEMENT WHICH AFFIRMS THAT THEY RECEIVED A COPY OF THE POLICY, HAVE READ AND UNDERSTAND THE POLICY, HAVE AGREED TO COMPLY WITH THE POLICY, AND HAVE RESPONDED TO THE QUESTIONNAIRE TO THE BEST OF THEIR ABILITY. THE COMPLETED QUESTIONNAIRE WILL BE PROVIDED TO THE EXECUTIVE COMMITTEE PRIOR TO JUNE 30 OF EACH YEAR. AFTER REVIEWING THE DISCLOSURE STATEMENTS AS WELL AS ANY OTHER POTENTIAL OR REAL CONFLICTS OF INTEREST THAT ARE IDENTIFIED, THE EXECUTIVE COMMITTEE SHALL NOTIFY THE OHSU FOUNDATION VICE-PRESIDENT-CHIEF FINANCIAL OFFICER OF ANY POSITIVE RESPONSES TO ANY QUESTIONS ON THE DISCLOSURE STATEMENT; AND WILL FOLLOW UP WITH RESPECT TO ANY OTHER DISCLOSURES THAT INDICATE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST. THIS MAY INCLUDE, BUT IS NOT LIMITED TO, ASKING THE PERSON NOT TO PARTICIPATE IN RELATED DECISIONS OR RECOMMENDING APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION TO THE FOUNDATION PRESIDENT AND/OR CHAIRMAN OF THE BOARD OF TRUSTEES FOR THE OHSU FOUNDATION. AS POTENTIAL CONFLICTS OF INTEREST ARE IDENTIFIED THROUGHOUT THE COURSE OF A YEAR, EACH RESPONDENT HAS AN OBLIGATION TO ADVISE THE EXECUTIVE COMMITTEE IN WRITING OF THE EXISTENCE OF ANY SUCH REAL OR POTENTIAL CONFLICT OF INTEREST. A RESPONDENT MAY MAKE A PRESENTATION AT THE EXECUTIVE COMMITTEE MEETING, BUT AFTER SUCH PRESENTATION, THEY SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT CREATES THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST. THE EXECUTIVE COMMITTEE SHALL DETERMINE TO ITS SATISFACTION WHETHER THE FOUNDATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO AN ACTUAL OF POTENTIAL CONFLICT OF INTEREST, THE EXECUTIVE COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED COMMITTEE MEMBERS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE FOUNDATION'S BEST INTEREST AND WHETHER THE TRANSACTION IS FAIR TO THE FOUNDATION, AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. THE EXECUTIVE COMMITTEE WILL INFORM THE RESPONDENT, IN WRITING, OF ITS DECISION. IF THE EXECUTIVE COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A RESPONDENT HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL INFORM THE RESPONDENT OF THE BASIS FOR SUCH BELIEF AND AFFORD THE RESPONDENT AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE RESPONDENT AND MAKING FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE EXECUTIVE COMMITTEE DETERMINES THAT THE RESPONDENT HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL RECOMMEND APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION TO THE FOUNDATION PRESIDENT AND/OR THE CHAIRMAN OF THE BOARD OF TRUSTEES FOR THE OHSU FOUNDATION. FORM 990, PART VI, SECTION B, LINE 15 PROCESS OF DETERMINING THE COMPENSATION: 1. REVIEW AND APPROVAL BY A GOVERNING BODY: A COMPENSATION COMMITTEE IS COMPOSED OF REPRESENTATIVES OF THE OHSU FOUNDATION BOARD OF TRUSTEES WITH MEMBERS TO INCLUDE BUT NOT LIMITED TO THE BOARD CHAIR, IMMEDIATE PAST CHAIR, BOARD SECRETARY, AND FINANCE CHAIR. THE COMPENSATION COMMITTEE APPROVES THE DOLLARS ALLOTTED FOR MERIT INCREASES PRIOR TO THE PRESENTATION OF THE BUDGET AT THE JUNE BOARD MEETING. THE COMPENSATION COMMITTEE ONLY APPROVES THE COMPENSATION OF SENIOR LEADERSHIP. 2. USE OF DATA AS TO COMPARABLE COMPENSATION: FOR EACH POSITION SUBJECT TO REVIEW, COMPARABILITY DATA IS GATHERED FROM ANY OF THE FOLLOWING SOURCES: INDUSTRY SURVEYS, DOCUMENTED COMPENSATION OF PERSONS HOLDING SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS, EXPERT COMPENSATION STUDIES, OR OTHER COMPARABLE DATA. FOR EACH TIME THERE IS A MATERIAL CHANGE TO THE SALARY RANGE OR COMPENSATION PACKAGE OF THE AFFECTED POSITION AND/OR PERSON IN THAT POSITION, NEW DATA IS GATHERED AND NEW DOCUMENTATION IS CREATED. 3. CONTEMPORANEOUS DOCUMENTATION REGARDING DECISIONS: ALL DOCUMENTATION ON FINAL DECISIONS, INCLUDING DELIBERATIONS, MADE BY THE COMPENSATION COMMITTEE IS KEPT ON RECORD IN THE OHSU FOUNDATION HUMAN RESOURCES DEPARTMENT. IN CASES WHERE THERE IS A HIRING DECISION OF THE PRESIDENT, THE EXECUTIVE COMMITTEE IS CONVENED WHICH INCLUDES ALL MEMBERS OF THE COMPENSATION COMMITTEE. THIS PROCESS WAS LAST UNDERTAKEN FOR THE HIRING OF THE PRESIDENT IN THE SUMMER OF 2024. FORM 990, PART VI, SECTION C, LINE 19 OTHER ORG. DOCUMENTS PUBLICLY AVAILABLE WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, LIMITED INFORMATION ON THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE FOUNDATION'S WEBSITE INCLUDING THE AUDITED FINANCIAL STATEMENTS. THIS INFORMATION IS NOT READILY AVAILABLE FOR THE GENERAL PUBLIC AND REQUESTS FOR THIS INFORMATION ARE ASSESSED ON A CASE BY CASE BASIS BY THE RELEVANT FOUNDATION EMPLOYEE BEFORE DISCLOSURE. 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