2026-05-06T11:19:53-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2024-07-01 930401259 UNIVERSITY OF PORTLAND UNIV 5039437337 5000 N WILLAMETTE BLVD PORTLAND OR 97203 KEN PIFER INTERIM VP OF FINANCIAL AFFAIRS 5039437337 2026-05-05 1 1 WENDY CAMPOS P00448102 5032421447 2026-04-22 2024 2025-03-06 01:10:19Z KEN PIFER 5000 N WILLAMETTE BLVD PORTLAND OR 97203 283525026 0 X WWW.UP.EDU X 1935 OR 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 50 48 1838 49 654961 357047 20675649 47803759 209422997 212462810 9091474 16473117 3854781 4104062 243044901 280843748 104796457 109960694 0 0 85717264 83579011 0 0 3155829 59599165 60390325 250112886 253930030 -7067985 26913718 718823741 785791862 104345881 115219194 614477860 670572668 X 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 0 0 162805969 103809728 183270561 POST-SECONDARY EDUCATION: THE PRIMARY MISSION OF THE UNIVERSITY OF PORTLAND IS EDUCATION. 3,285 UNDERGRADUATE AND GRADUATE STUDENTS WERE ENROLLED IN 2024/2025 IN THE COLLEGE OF ARTS AND SCIENCES, SCHOOL OF BUSINESS, SCHOOL OF EDUCATION, SCHOOL OF NURSING AND SHILEY SCHOOL OF ENGINEERING. 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 CATEGTORY REFLECT SCHOLARSHIPS AND GRANTS THROUGH INSTITUTIONAL FUNDS, ANNUAL AND ENDOWED GIFTS, AND MATCHING OF GOVERNMENT FUNDS. 67616357 4797900 28539043 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, ADMINISTRATION, FOOD AND HOUSING GRANTS, AND INTRAMURALS. 230422326 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 1 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 412 0 1 1838 1 1 1 1 AU 0 0 0 1 1 0 0 0 0 0 0 X 50 48 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 1 1 0 OR X KEN PIFER 5039437337 5000 N WILLAMETTE BLVD PORTLAND OR 97203 TIMOTHY J MORGAN REGENT/CHAIR 1.00 X X 0 0 0 CHERYL L CEBULA REGENT/CO-VICE CHAIR 1.00 X X 0 0 0 PATRICIA K JOHNSON REGENT/CO-VICE CHAIR 1.00 X X 0 0 0 ANNIE T BUELL REGENT/SECRETARY 1.00 X X 0 0 0 THOMAS D ARNDORFER REGENT 1.00 X 0 0 0 KRISTEN D BACKEBERG REGENT 1.00 X 0 0 0 RICHARD S BAEK REGENT 1.00 X 0 0 0 REV E WILLIAM BEAUCHAMP CSC REGENT 1.00 X 0 0 0 PATRICK E BECKER JR REGENT 1.00 X 0 0 0 JAMES J BERCHTOLD REGENT 1.00 X 0 0 0 MARY R BOYLE REGENT 1.00 X 0 0 0 J'REYESHA R BRANNON REGENT 1.00 X 0 0 0 DAN S BROWN REGENT 1.00 X 0 0 0 NANCY K BRYANT REGENT 1.00 X 0 0 0 JANICE L BURGER REGENT 1.00 X 0 0 0 KEVIN M COOPER REGENT 1.00 X 0 0 0 CHRISTINA M DOERFLER REGENT 1.00 X 0 0 0 GREG E DUBE REGENT 1.00 X 0 0 0 REV JAMES K FOSTER CSC REGENT 1.00 X 0 0 0 RIAN M FUREY REGENT 1.00 X 0 0 0 MARK B GANZ REGENT 1.00 X 0 0 0 JENNIFER GRAVES REGENT 1.00 X 0 0 0 REV DAVID L GUFFEY CSC REGENT 1.00 X 0 0 0 PAUL G HENNINGSEN JR REGENT 1.00 X 0 0 0 TOM HOBAN REGENT 1.00 X 0 0 0 REV PETER A JARRET CSC REGENT 1.00 X 0 0 0 MOLLY CRAFT JOHNSON REGENT 1.00 X 0 0 0 FRED H JONSKE REGENT 1.00 X 0 0 0 KASEY C KELLER REGENT 1.00 X 0 0 0 PATRICK H KESSI REGENT 1.00 X 0 0 0 REV WILLIAM M LIES CSC REGENT 1.00 X 0 0 0 REV ROBERT J LOUGHERY CSC REGENT 1.00 X 0 0 0 MIKE E MALIN REGENT 1.00 X 0 0 0 REV EDWARD A MALLOY CSC REGENT 1.00 X 0 0 0 JOHN S MARICK REGENT 1.00 X 0 0 0 PATRICK MILLER REGENT 1.00 X 0 0 0 MONICA NAMES-KING REGENT 1.00 X 0 0 0 MICHAEL E NELSON REGENT 1.00 X 0 0 0 MARGO PASSADORE REGENT 1.00 X 0 0 0 JAMES T PRICE SR REGENT 1.00 X 0 0 0 REV PATRICK E REIDY CSC REGENT 1.00 X 0 0 0 LARREE M RENDA REGENT 1.00 X 0 0 0 DON V ROMANAGGI MD REGENT 1.00 X 0 0 0 DARLENE V SHILEY REGENT 1.00 X 0 0 0 KAY DEAN TORAN REGENT 1.00 X 0 0 0 DARRYL P WONG REGENT 1.00 X 0 0 0 JENNIFER R WILLIAMS REGENT 1.00 X 0 0 0 EDWIN A SWEO REGENT 1.00 X 0 0 0 STEPHEN L SHEPARD REGENT 1.00 X 0 0 0 SUMMER WIDMER REGENT 1.00 X 0 0 0 ROBERT D KELLY PRESIDENT 40.00 X 524550 0 50537 ERIC BARGER VP FOR FINANCIAL AFFAIRS 40.00 X 294255 0 33566 SCOTT LEYKAM VP FOR ATHLETICS 40.00 X 282343 0 42326 GREGORY NALESKI VP FOR UNIVERSITY RELATIONS 40.00 X 254175 0 52921 MICHAEL LEWELLEN VP FOR MARKETING/COMMUNICATIONS 40.00 X 208985 0 9090 DANA LOPEZ VP FOR HUMAN RESOURCES 40.00 X 200845 0 32405 JOHN DONATO VP FOR STUDENT AFFAIRS 40.00 X 183179 0 17313 DAVID MENGEL PROVOST 40.00 X 295050 0 37463 MAI NHIA XIONG-CHAN VP FOR ENROLLMENT MANAGEMENT 40.00 X 256058 0 35065 ALVIN STURDIVANT VP FOR STUDENT AFFAIRS AND INCLUSIVE EXCELLENCE 40.00 X 0 0 0 MICHAEL DEVAUGHN DEAN, SCHOOL OF BUSINESS 40.00 X 295187 0 30943 BRIAN FABIEN DEAN, SCHOOL OF ENGINEERING 40.00 X 264384 0 28880 VALERIE BANSCHBACH DEAN, COLLEGE OF ARTS & SCIENCES 40.00 X 226230 0 33563 JOHN WATZKE DEAN, SCHOOL OF EDUCATION 40.00 X 219486 0 33221 JOANE MOCERI DEAN SCHOOL OF NURSING 40.00 X 233457 0 20058 SHANTAY LEGANS COACH, MEN'S BASKETBALL 40.00 X 687208 0 52522 NICK CARLIN-VOIGT COACH, MEN'S SOCCER 40.00 X 272280 0 53557 MICHAEL MEEK COACH, WOMEN'S BASKETBALL 40.00 X 246331 0 52506 MICHELLE FRENCH COACH, WOMEN'S SOCCER 40.00 X 208670 0 18464 ARJUN CHATRATH PROFESSOR 40.00 X 211254 0 18707 ELISE MOENTMANN VICE PROVOST, FORMER INTERIM PROVOST 40.00 X 177600 0 16957 5541527 0 670064 168 1 1 1 SKANSKA USA 1010 NW FLANDERS ST UNIT 500 PORTLAND OR 972093119 CONSTRUCTION & DEVELOPMENT 8899327 BON APPETIT MANAGEMENT CO 201 REDWOOD SHORES PKWY SUITE 100 REDWOOD CITY CA 940656111 FOOD SERVICE 8817649 LEASE CRUTCHER LEWIS 550 SW 12TH AVE PORTLAND OR 972052300 GENERAL CONTRACTOR 3578750 APOLLO SHEET METAL INC 7555 SW TECH CENTER DR TIGARD OR 97223 MECHANICAL CONTRACTOR 1294702 AMERICAN HEATING INC 5035 SE 24TH AVE PORTLAND OR 97202 COMMERCIAL & INDUSTRIAL HEATING SYSTEMS 1037721 66 15841 2635137 45152781 5250080 47803759 TUITION AND FEES 611310 183270561 183270561 ROOM AND BOARD 611310 25373563 25373563 ATHLETICS 611310 2914658 2261452 653206 904028 904028 212462810 6173879 6173879 29691 29691 60640 0 60640 60640 60640 12969946 2670708 10299238 10299238 10299238 22400 15841 10570 11830 11830 OTHER INCOME 900099 4000146 4000146 ADVERTISING 541800 1870 1870 QUALIFIED PARTNERSHIPS 525990 -115 -115 4001901 280843748 211809604 654961 20575424 50549 50549 109910145 109910145 4021695 1920453 1787421 313821 197101 197101 59551520 52425027 5880642 1245851 2330759 1986288 287466 57005 11725527 9992571 1446177 286779 5752409 4902241 709478 140690 319943 1127 257293 61523 107780 107780 25508 25508 17055296 14056483 2791845 206968 469623 221230 161320 87073 3284962 2300252 962535 22175 2620259 2287594 28662 304003 11104 5327 5777 4916565 4905680 10885 4181540 3962560 169773 49207 3325122 2072486 918870 333766 3255273 3131229 124044 13615259 12992080 623179 2154324 214707 1939617 STUDENT HEALTHCARE INSU 1698325 74428 1623897 BOOKS AND PERIODICALS 1217986 1217937 49 UBI TAX 74980 74980 2056476 1791932 228461 36083 253930030 230422326 20351875 3155829 1944895 1544304 6837078 20151559 19437714 22494562 3394097 3105382 26950 20750 4382071 4073724 318998 297750 542574067 171876168 374841621 370697899 5934196 6496696 299690741 354870836 2015380 2038400 718823741 785791862 13897227 10805633 10095650 5031021 72254998 94658100 8098006 4724440 104345881 115219194 X 302476980 307463924 312000880 363108744 614477860 670572668 718823741 785791862 26913718 29181090 0 X 0 1 X 1 1 1 X 8356000 11813059 18857272 20675649 47803759 107505739 8356000 11813059 18857272 20675649 47803759 107505739 20476229 87029510 1586000 2615893 1787116 2736046 6264210 14989265 56346 79069 42466 211714 357047 746642 4058000 5444634 6517351 3824208 4000146 23844339 147085985 1058122100 0.59170 0.52760 X SCHEDULE A, PART II, LINE 10 OTHER INCOME INCLUDES INCOME FROM CONFERENCE FACILITY RENTALS, BOOKSTORE LEASING, GAINS (LOSSES) FROM EXCHANGE RATES, AND LOAN COLLECTIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 323628740 26816822 41787842 8379209 5362420 10500 378481275 300892487 8815342 27590342 7521928 6147503 323628740 298970872 10341365 3448608 7454791 4413567 300892487 322405863 5522642 -22285849 4636493 2035291 298970872 217583130 3016001 109134610 4352636 2975242 322405863 0.13030 0.86970 1 0 17971385 17971385 386362825 96333996 290028829 77446535 53537344 23909191 60793322 22004828 38788494 370697899 PRIVATE EQUITY INVESTMENTS 11676 F BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 354668800 F CASH SURRENDER VALUE OF LIFE INSURANCE 190360 F 354870836 US GOVERNMENT LOAN ADVANCES 565156 ANNUITIES PAYABLE 1854284 NON TAX-EXEMPT BOND LIABILITIES 2305000 4724440 X 201420750 29181090 266858 10570 29458518 171962232 108881516 108881516 280843748 145325942 266858 10570 277428 145048514 108881516 108881516 253930030 PART V, LINE 4: THE ENDOWMENT SUPPORTS A WIDE SPECTRUM OF CAMPUS LIFE INCLUDING STUDENT SCHOLARSHIP, FACULTY DEVELOPMENT EFFORTS, THE LIBRARY, AND A VARIETY OF OTHER ACADEMIC AND STUDENT SERVICE PROGRAMS. PART X, LINE 2: THE UNIVERSITY RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE UNIVERSITY RECOGNIZES INTEREST ACCRUED AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN ADMINISTRATIVE EXPENSE. DURING THE YEARS ENDED JUNE 30, 2025 AND 2024, THE UNIVERSITY RECOGNIZED NO INTEREST AND PENALTIES. THERE WERE NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2025 AND 2024, AND THE UNIVERSITY HAS NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECONCILING TO FUNDRAISING EXPENSE PART XI, LINE 4B - OTHER ADJUSTMENTS: ADJUSTMENT TO CONTRA-REVENUE RELATED TO SCHOLARSHIP PART XII, LINE 2D - OTHER ADJUSTMENTS: RECONCILING TO FUNDRAISING EXPENSE PART XII, LINE 4B - OTHER ADJUSTMENTS: ADJUSTMENT TO CONTRA-REVENUE RELATED TO SCHOLARSHIP 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 TO SUPPLEMENT ITS NONDISCRIMINATORY PRACTICES, THE UNIVERSI!Y PUBLISHES AN ADVERTISEMENT OF ITS NONDISCRIMINATORY POLICY IN THE PRIMARY REGIONAL NEWSPAPER ANNUALLY: THE POLICY IS FEATURED ON THE UNIVERSITY'S WEBSITE,AND IN PUBLIC COMMUNICATION AS DESCRIBED IN LINE 2. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY PARTICIPATES IN A VARIETY OF FEDERAL AND STATE STUDENT GRANT AND PROGRAMS: PELL GRANT, ACADEMIC COMPETITIVENESS GRANT, SMART GRANTS, SUPPLEMENTAR:Y EDUCATION OPPORTUNITY GRANTS, AND OREGON OPPORTUNITY GRANTS. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAMMING FOR STUDENTS 127089 EUROPE (INCLUDING ICELAND & GREENLAND) 1 3 PROGRAM SERVICES STUDY ABROAD PROGRAMMING FOR STUDENTS 2127999 NORTH AMERICA 1 10 PROGRAM SERVICES STUDY ABROAD PROGRAMMING FOR STUDENTS 89031 2 13 0 0 2 13 2344119 0 2344119 0 0 0 0 0 0 PRESIDENT'S GOLF TOURNEMENT 38241 15841 22400 800 9770 38241 15841 22400 800 9770 10570 11830 0 SCHOLARSHIPS FROM INSTITUTIONAL MATCH OF GOVERNMENT FUNDS FOR TUITION, FEES, AND ROOM & BOARD 3149 99815569 SCHOLARSHIPS FROM ENDOWED DONATIONS FOR TUITION, FEES, AND ROOM & BOARD 842 5168186 SCHOLARSHIPS FROM ANNUAL DONATIONS FOR TUITIONS, FEES, AND ROOM & BOARD 393 1957651 GRANTS FOR COST OF ATTENDANCE 158 936231 SCHOLARSHIPS FROM INSTITUTIONAL MATCH OF GOVERNMENT FUNDS FOR TUITION, FEES, AND ROOM & BOARD 433 377916 SCHEDULE I, PART L, LINE 2 SCHOLARSHIPS AND GRANTS ARE DISTRIBUTED TO STUDENTS BY POSTING THE FUNDS TO THEIR ACCOUNTS TO OFFSET CHARGES FOR TUITIONS, FEES, AND ROOM AND BOARD. ANY REMAINING CREDIT IS REFUNDED TO STUDENTS VIA CHECK OR DIRECT DEPOSIT FOR USE IN PURCHASING BOOKS, FOOD, AND/OR HOUSING: CONTRIBUTIONS TO EXEMPT ORGANIZATIONS THAT FURTHER THE UNIVERSITY'S EXEMPT PURPOSES REQUIRE APPROVAL OF A VICE PRESIDENT. X X X X X 1 1 0 0 0 0 0 0 0 0 0 SHANTAY LEGANS COACH, MEN'S BASKETBALL 644048 0 35000 0 8160 0 30567 0 21955 0 739730 0 0 0 ROBERT D KELLY PRESIDENT 516750 0 0 0 7800 0 21642 0 28895 0 575087 0 0 0 DAVID MENGEL PROVOST 294450 0 0 0 600 0 14723 0 22740 0 332513 0 0 0 ERIC BARGER VP FOR FINANCIAL AFFAIRS 293655 0 0 0 600 0 14683 0 18883 0 327821 0 0 0 MICHAEL DEVAUGHN DEAN, SCHOOL OF BUSINESS 294587 0 0 0 600 0 14729 0 16214 0 326130 0 0 0 NICK CARLIN-VOIGT COACH, MEN'S SOCCER 200000 0 66700 0 5580 0 20175 0 33382 0 325837 0 0 0 SCOTT LEYKAM VP FOR ATHLETICS 254523 0 10000 0 17820 0 16347 0 25979 0 324669 0 0 0 GREGORY NALESKI VP FOR UNIVERSITY RELATIONS 253575 0 0 0 600 0 19018 0 33903 0 307096 0 0 0 MICHAEL MEEK COACH, WOMEN'S BASKETBALL 245551 0 0 0 780 0 19278 0 33228 0 298837 0 0 0 BRIAN FABIEN DEAN, SCHOOL OF ENGINEERING 263777 0 0 0 607 0 13189 0 15691 0 293264 0 0 0 MAI NHIA XIONG-CHAN VP FOR ENROLLMENT MANAGEMENT 255458 0 0 0 600 0 12773 0 22292 0 291123 0 0 0 VALERIE BANSCHBACH DEAN, COLLEGE OF ARTS & SCIENCES 225630 0 0 0 600 0 11282 0 22281 0 259793 0 0 0 JOANE MOCERI DEAN SCHOOL OF NURSING 232857 0 0 0 600 0 11643 0 8415 0 253515 0 0 0 JOHN WATZKE DEAN, SCHOOL OF EDUCATION 218886 0 0 0 600 0 10944 0 22277 0 252707 0 0 0 DANA LOPEZ VP FOR HUMAN RESOURCES 200245 0 0 0 600 0 10012 0 22393 0 233250 0 0 0 ARJUN CHATRATH PROFESSOR 211254 0 0 0 0 0 10556 0 8151 0 229961 0 0 0 MICHELLE FRENCH COACH, WOMEN'S SOCCER 173953 0 33937 0 780 0 10394 0 8070 0 227134 0 0 0 MICHAEL LEWELLEN VP FOR MARKETING/COMMUNICATIONS 95138 0 0 0 113847 0 5708 0 3382 0 218075 0 0 0 JOHN DONATO VP FOR STUDENT AFFAIRS 183179 0 0 0 0 0 9159 0 8154 0 200492 0 0 0 ELISE MOENTMANN VICE PROVOST, FORMER INTERIM PROVOST 177000 0 0 0 600 0 8850 0 8107 0 194557 0 0 0 SCHEDULE J, PART I, LINE 1A FIRST CLASS TRAVEL IS ALLOWED ONLY FOR FLIGHTS EXCEEDING EIGHT HOURS AND WITH OFFICER APPROVAL PER WRITTEN POLICY. REIMBURSEMENT FOR COMPANION TRAVEL ARE ONLY ALLOWED WITH A BONA FIDE BUSINESS PURPOSE AND APPROVAL OF AN OFFICER. UNIVERSITY RESIDENCES ON CAMPUS ARE PROVIDED TO UNIVERSITY EMPLOYEES WHO ARE REQUIRED TO BE AVAILABLE ON CAMPUS AT ALL HOURS. HOUSEKEEPING SERVICES ARE PROVIDED TO THE PRESIDENT'S HOUSE DUE TO IT BEING USED FOR FUNDRAISING AND EVENTS. SOCIAL/BUSINESS ASSOCIATION MEMBERSHIPS ARE PROVIDED IN LIMITED CIRCUMSTANCES WITH OFFICER APPROVAL WHEN REQUIRED FOR DEVELOPMENT ACTIVITIES PER WRITTEN POLICY. WHILE THE UNIVERSITY DOES NOT DIRECTLY INDEMNIFY ANY INDIVIDUAL WITH RESPECT TO TAXES, IT HAS IN SOME CIRCUMSTANCES INCREASED EMPLOYEE SALARIES IN AMOUNT THAT MAY OFFSET A PORTION OF THE EMPLOYEE'S TAXABLE BENEFIT, CONCURRENT WITH THE PROVISION OF THOSE BENEFITS. A STATE OF OREGON-OREGON FACILITIES AUTHORITY 936001787 00068608J 2015-05-20 69645000 0 0 0 B STATE OF OREGON-OREGON FACILITIES AUTHORITY 936001787 68608JA84 2025-06-05 93148835 0 0 0 A 75168482 606991 25051346 49510145 2016 0 1 0 1 B 93148835 833493 2055 1 0 0 0 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 A 1 B 1 VALERIE BANSCHBACH KEY EMPLOYEE HOME LOAN PROGRAM X 18000 10928 0 0 1 DANA LOPEZ OFFICER HOME LOAN PROGRAM X 15000 9822 0 0 1 20750 MICHAEL E NELSON REGENT 286034 INDUSTRIAL AND CUSTODIAL SUPPLIES 0 PATRICK E BECKER JR REGENT 14562 ACCOUNT MANAGEMENT 0 X 2 85000 CERTIFICATE OF AUTHENTIC X 8295 RETAIL PRICE X 33 5082304 FAIR MARKET VALUE X GRAND PIANO 1 45998 RETAIL PRICE X SOCCER GOAL 1 20885 RETAIL PRICE X E-BIKES 2 7598 RETAIL PRICE 0 1 1 PART I, LINE 32B: SCHEDULE M, PART I, LINE 32B - THE UNIVERSITY PERIODICALLY USES REALTORS OR AUCTION HOUSES TO ASSIST IN THE DISPOSAL OF GIFTED REAL PROPERTY. THE UNIVERSITY ALSO USES A LICENSED BROKER TO SELL GIFT OR MARKETABLE SECURITIES. FORM 990, PART VI, SECTION A, LINE 7A THE BYLAWS GRANT THE CONGREGATION OF THE HOLY CROSS THE RIGHT TO APPOINT UP TO NINE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE 990 THAT DOES NOT INCLUDE SCHEDULE B IS REVIEWED AND APPROVED BY THE AUDIT SUBCOMMITTEE, AND AFTER ANY RESULTING EDITS ARE MADE , THE 990 IS MADE AVAILABLE FOR REVIEW TO ALL VOTING MEMBERS OF THE BOARD OF REGENTS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES THAT ALL DECISIONS BY THE UNIVERSITY OF PORTLAND'S BOARD OF REGENTS AND ITS OFFICERS BE MADE IN THE BEST INTERESTS OF THE UNIVERSITY. IF A REGENT OR OFFICER HAS A PERSONAL INTEREST IN A TRANSACTION, THEY MUST FULLY DISCLOSE THE NATURE OF THAT INTEREST AND REFRAIN FROM VOTING ON THE MATTER. EACH YEAR, THEY MUST ALSO SUBMIT A STATEMENT CONFIRMING WHETHER THEY HAVE ANY CONFLICTS OR DISCLOSING THEM IF THEY DO. A CONFLICT OF INTEREST INCLUDES SITUATIONS WHERE THE INDIVIDUAL OR THEIR IMMEDIATE FAMILY HAS A PARTNERSHIP ROLE, LEADERSHIP POSITION, OR FINANCIAL STAKE IN AN ENTITY INVOLVED IN A TRANSACTION UNDER CONSIDERATION. ALL DISCLOSURES MUST BE SUBMITTED IN WRITING TO THE VICE PRESIDENT OF FINANCIAL AFFAIRS, AND ANY VIOLATIONS OR DISPUTES ARE REFERRED TO THE UNIVERSITY PRESIDENT AND THE CHAIR OF THE BOARD FOR APPROPRIATE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE SALARIES OF ALL OFFICERS AND KEY EMPLOYEES ARE REVIEWED BY THE AUDIT SUBCOMMITTEE OF THE BOARD OF REGENTS ANNUALLY. ALL SALARIES, EXCEPT THE MEN'S BASKETBALL HEAD COACH, ARE COMPARED TO COLLEGE & UNIVERSITY PERSONNEL ASSOCIATION BENCHMARKS, 990 DATA FROM COMPARABLE INSTITUTIONS, AND INTERNAL COMPENSATION HISTORY FOR THE POSITION. SALARIES FOR THE MEN'S BASKETBALL HEAD COACH AND VP FOR ATHLETICS ARE COMPARED WITH THE COUNTERPARTS SALARIES OF TEAMS IN THE WEST COAST CONFERENCE AND INTERNAL COMPENSATION HISTORY FOR THE POSITION. FORM 990, PART VI, SECTION C, LINE 19 THE UNIVERSITY'S FINANCIAL STATEMENTS ARE AVAILABLE ON HTTPS://WWW.UP.EDU/CONTROLLER/RESOURCES/INDEX.HTML. GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. NORTHWEST ACADEMIC COMPUTING CONSORTIUM INC 3203 SE WOODSTOCK BLVD SUITE 326 PORTLAND OR 97202 841172799 FOSTER ACADEMIC TECHNOLOGY OR 501(C)(3) LINE 11 N/A 0 FRIENDS OF SATURDAY ACADEMY 5000 N WILLAMETTE BLVD PORTLAND OR 97203 203770321 EDUCATION OR 501(C)(3) LINE 9 UNIVERSITY OF PORTLAND 1 CHARITABLE REMAINDER TRUST (7) 5000 N WILLAMETTE BLVD PORTLAND OR 97203 CHARITABLE TRUST OR N/A T 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0