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Education : Scholarship and Financial Support (Grantmaking)

Oregon Health & Science University Foundation

Securing private philanthropic support for OHSU

four stars

91.97

1121 Southwest Salmon Street Suite 100
Portland, OR 97205
tel: (800) 462-6608   Web Site
EIN: 23-7083114

Board Leadership
Stephen T. Janik
Chair

CEO
Matt McNair
President

  Score
(out of 100)
Rating
Overall Score & Rating 91.97 four stars
  Financial 97.19 four stars
  Accountability & Transparency 89.00 three stars
This rating was published 08/01/2019 and includes data from FY2018, the most recent 990 received at that time.

The Oregon Health & Science University (OHSU) Foundation's mission is to secure private philanthropic support for OHSU, and to invest and manage gifts responsibly in accordance with donors' wishes. The OHSU Foundation, with more than $595 million in assets, is the largest public university foundation in Oregon - and among the top higher education funds in America. The OHSU Foundation also administers a separate grant-making program, the Medical Research Foundation awards, supporting biomedical research in Oregon by new investigators. Since its founding more than a century ago, OHSU has become Oregon's only health and research university. Its mission is both fundamental and profound: to improve the health and well-being of the state and its citizens.

The Oregon Health & Science University (OHSU) Foundation's mission is to secure private philanthropic support for OHSU, and to invest and manage gifts responsibly in accordance with donors' wishes. The OHSU Foundation, with more than $595 million in assets, is the largest public university foundation in Oregon - and among the top higher education funds in America. The OHSU Foundation also administers a separate grant-making program, the Medical Research Foundation awards, supporting biomedical research in Oregon by new investigators. Since its founding more than a century ago, OHSU has become Oregon's only health and research university. Its mission is both fundamental and profound: to improve the health and well-being of the state and its citizens.

Impact Information

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Financial

four stars

97.19

Accountability & Transparency

three stars

89.00

This rating was published 08/01/2019 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
85.8%
  Administrative Expenses 6.7%
  Fundraising Expenses 7.4%
  Fundraising Efficiency $0.04
  Working Capital Ratio (years) 9.93
  Program Expenses Growth 7.2%
  Liabilities to Assets 14.3%
All data for Financial Performance Metrics calculations was provided by Oregon Health & Science University Foundation on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Oregon Health & Science University Foundation on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Oregon Health & Science University Foundation (OR) 91.97 four stars
Marine Corps University Foundation (VA) 90.23 four stars
United States Coast Guard Academy Alumni Association (CT) 89.21 three stars
Georgia Southern University Athletic Foundation (GA) 85.44 three stars
Cambridge in America (NY) 97.17 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $63,945,570
   Federated Campaigns $31,376
   Membership Dues $0
   Fundraising Events $63,387
   Related Organizations $1,899,516
   Government Grants $0
Total Contributions $65,939,849
   Program Service Revenue $6,841,097
Total Primary Revenue $72,780,946
   Other Revenue $6,673,330
TOTAL REVENUE $79,454,276
   
EXPENSES  
   Program Expenses $112,688,009
   Administrative Expenses $9,409,867
   Fundraising Expenses $9,116,972
TOTAL FUNCTIONAL EXPENSES $131,214,848
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-51,760,572
   
Net Assets $1,301,292,240

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Support to Oregon Health & Science University $112,645,172 100.0%
Grants and Transfers to Support Programs $42,837 < 0.1%

Ratings History
Oregon Health & Science University Foundation has received 4 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-06 08/01/2019 91.97 four stars
2017-06 09/01/2018 91.70 four stars
2016-06 02/01/2018 92.22 four stars
2015-06 11/01/2016 92.22 four stars
2014-06 06/01/2016 89.39 three stars
 
CN 2.0
2014-06 11/01/2015 89.34 three stars
2013-06 12/22/2014 92.13 four stars
2012-06 11/01/2013 87.90 three stars
2011-06 09/01/2012 92.16 four stars
2010-06 12/01/2011 87.27 three stars
2009-06 09/20/2011 94.35 four stars
 
CN 1.0
2009-06 12/22/2010 96.15 four stars
2008-06 03/01/2010 92.89 four stars
2007-06 04/01/2009 93.20 four stars
2006-06 04/01/2008 90.14 four stars
2005-06 11/01/2006 73.20 two stars
2004-06 05/01/2005 96.18 four stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 23-7083114
Name in IRS Master File OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION
NTEE Code B11
NTEE Classification Single Organization Support
NTEE Type Educational Institutions and Related Activities
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (59) Other school related activities
(602) Gifts, grants, or loans to other organizations
Foundation Status Organization which operates for benefit of college or university and is owned or operated by a governmental unit 170(b)(1)(A)(iv)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date February, 1971
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
Compensation % of Expenses Paid to Title
$434,915 0.33% Rebecca Auman Interim President
Other Salaries of Note
$303,348 0.23% L. Keith Todd Former President

Highly Rated

Charity Name & State Overall Score Overall Rating
Oregon Health & Science University Foundation (OR) 91.97 four stars
ASU Foundation (AZ) 95.99 four stars
Kansas University Alumni Association (KS) 85.65 three stars
Razorback Foundation (AR) 92.01 four stars
Marine Corps University Foundation (VA) 90.23 four stars

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Charity Contact Info

Oregon Health & Science University Foundation
1121 Southwest Salmon Street
Suite 100
Portland, OR 97205
tel: (800) 462-6608
fax: (503) 412-6373
EIN: 23-7083114

Visit Web Site

Board Leadership

Stephen T. Janik
Chair

CEO

Matt McNair
President

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