Civic Intelligence

Oak Tree Foundation Inc.

990 • Fiscal year 2015 • EIN 93-1159383

Sep 01, 2014 to Aug 31, 2015 • Filed on May 03, 2016

Organization Profile
2043 College Way Uc Box 681Forest Grove, OR 97116

(503) 352-2258

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

96th percentile

1.12x

Higher debt load relative to assets than 96% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

98th percentile

13.28x

Higher debt load relative to revenue than 98% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

12th percentile

-11%

Higher net margin than 12% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

56th percentile

$267,464

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 10.9% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

29th percentile

-2.2%

Faster asset growth than 29% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

31st percentile

-1.6%

Faster revenue growth than 31% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$29,066,464

Down $641,914 (-2.2%) from 2014

Net Assets

Down

-$3,586,868

Down $382,977 (-12%) from 2014

Liabilities

Down

$32,653,332

Down $258,937 (-0.8%) from 2014

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin12th percentile

Revenue

Down

$2,458,705

Down $40,881 (-1.6%) from 2014

Expenses

Down

$2,734,220

Down $42,272 (-1.5%) from 2014

Net Income

Up

-$275,515

Up $1,391 (+0.5%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0-$10MAssets 2010: $30,896,450Liabilities 2010: $31,168,362Net Assets 2010: -$271,9122010Assets 2011: $30,581,626Liabilities 2011: $32,883,949Net Assets 2011: -$2,302,3232011Assets 2012: $30,321,456Liabilities 2012: $33,038,671Net Assets 2012: -$2,717,2152012Assets 2013: $29,939,664Liabilities 2013: $33,027,639Net Assets 2013: -$3,087,9752013Assets 2014: $29,708,378Liabilities 2014: $32,912,269Net Assets 2014: -$3,203,8912014Assets 2015: $29,066,464Liabilities 2015: $32,653,332Net Assets 2015: -$3,586,8682015Assets 2016: $28,562,912Liabilities 2016: $32,299,759Net Assets 2016: -$3,736,8472016Assets 2017: $27,604,553Liabilities 2017: $31,567,125Net Assets 2017: -$3,962,5722017Assets 2018: $27,533,274Liabilities 2018: $30,998,373Net Assets 2018: -$3,465,0992018Assets 2019: $27,376,617Liabilities 2019: $30,399,623Net Assets 2019: -$3,023,0062019Assets 2020: $27,379,355Liabilities 2020: $29,768,201Net Assets 2020: -$2,388,8462020Assets 2021: $27,615,846Liabilities 2021: $29,290,640Net Assets 2021: -$1,674,7942021Assets 2022: $26,808,266Liabilities 2022: $28,364,300Net Assets 2022: -$1,556,0342022Assets 2023: $29,546,380Liabilities 2023: $30,339,248Net Assets 2023: -$792,8682023Assets 2024: $29,709,289Liabilities 2024: $29,303,302Net Assets 2024: $405,9872024Assets 2025: $29,771,666Liabilities 2025: $28,234,926Net Assets 2025: $1,536,7402025

Highlighted filing

2015

Assets$29,066,464
Liabilities$32,653,332
Net Assets-$3,586,868
Open 2015 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,655,0222010Expenses 2011: $2,892,3422011Expenses 2012: $2,888,6012012Expenses 2013: $2,861,7082013Revenue 2014: $2,499,586Expenses 2014: $2,776,492Net Income 2014: -$276,9062014Revenue 2015: $2,458,705Expenses 2015: $2,734,220Net Income 2015: -$275,5152015Revenue 2016: $2,439,253Expenses 2016: $2,680,409Net Income 2016: -$241,1562016Revenue 2017: $2,123,885Expenses 2017: $2,417,238Net Income 2017: -$293,3532017Revenue 2018: $2,544,152Expenses 2018: $2,097,709Net Income 2018: $446,4432018Revenue 2019: $2,533,500Expenses 2019: $2,061,384Net Income 2019: $472,1162019Revenue 2020: $2,515,976Expenses 2020: $2,036,041Net Income 2020: $479,9352020Revenue 2021: $2,467,715Expenses 2021: $1,985,926Net Income 2021: $481,7892021Revenue 2022: $2,503,022Expenses 2022: $1,958,957Net Income 2022: $544,0652022Revenue 2023: $2,541,414Expenses 2023: $1,901,754Net Income 2023: $639,6602023Revenue 2024: $2,598,579Expenses 2024: $1,849,775Net Income 2024: $748,8042024Revenue 2025: $2,611,351Expenses 2025: $1,804,064Net Income 2025: $807,2872025

Highlighted filing

2015

Revenue$2,458,705
Expenses$2,734,220
Net Income-$275,515
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
May 3, 2016
Return Version
2014v6.0
Gross Receipts
$4,601,508
Mission and Program Overview

Mission

Support pacific university by making distributions to the university, or furnishing services or facilities to the university, and assist it in providing on-campus or off-campus housing, and parking for its students.

Support pacific university by providing on-campus housing and facilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$23,291,433$23,047,815▼ $243,618
Accounts Receivable$2,553,862$2,536,816▼ $17,046
Investments Other Securities$1,898,519$1,490,401▼ $408,118
Savings and Temporary Cash Investments$1,191,183$1,332,168▲ $140,985
Intangible Assets$435,091$415,904▼ $19,187
Cash and Non-Interest-Bearing Accounts$308,183$207,639▼ $100,544
Prepaid Expenses and Deferred Charges$30,107$35,721▲ $5,614
Total Assets$29,708,378$29,066,464▼ $641,914
Liabilities
Tax Exempt Bond Liabilities$28,995,000$28,390,000▼ $605,000
Other Liabilities$3,849,018$4,203,829▲ $354,811
Deferred Revenue$63,750$54,752▼ $8,998
Accounts Payable and Accrued Expenses$4,501$4,751▲ $250
Total Liabilities$32,912,269$32,653,332▼ $258,937
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,099,890$1,128,254▲ $28,364
Unrestricted Net Assets$-4,303,781$-4,715,122▼ $411,341
Total Net Assets Fund Balance$-3,203,891$-3,586,868▼ $382,977
Total Liabilities and Net Assets / Fund Balance$29,708,378$29,066,464▼ $641,914

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$22,497,499$3,861,707$26,359,206
Equipment$64,716$1,168,008$1,232,724
Land$485,600-$485,600
Other Securities$187,180--
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Carl HeislerPresident
Dick StensonDirector
Lawrence Tige Harris IiiDirector
Mark FrandsenDirector
Michael MallerySecretary
Stephanie LommenTreasurer
Gerald FryeVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,432,189
Investment Income
$26,516
Other Revenue
$0
Change in Net Assets
$-275,515

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,458,705
Revenue Not Reported on Form 990
$-107,462
Total Revenue per Audited Statements
$2,351,243
Total Revenue per Form 990
$2,458,705
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,734,220
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$1,578,088--$1,578,088
Fees for Services Accounting$17,000--$17,000
Fees for Service Investment Mgmnt Fees$16,487--$16,487
Insurance$12,860--$12,860
Fees for Services Other$6,000--$6,000
Other Expenses$3,075--$3,075
All Other Expenses$250--$250
Office Expenses$76--$76
Conferences and Meetings$69--$69
Total Functional Expenses$2,734,220$0$0$2,734,220

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,734,220
Total Expenses per Audited Statements$2,734,220
Total Expenses per Form 990$2,734,220
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent Payable$3,423,104
Accrued Interest$780,725

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACity of Forest Grove2007-05-01$28,995,000STUDENT HOUSING

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$28,995,000$383,650-$609,200

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The organization's form 990 is reviewed by the treasurer and finance committee of the board of directors.”

Form 990, Page 6, Part VI, Line 12C

“Disclosure statements are sent to each board member annually for signature.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Oak Tree Foundation Inc
EIN
93-1159383
Phone
5033522258
Address
2043 COLLEGE WAY UC BOX 681, FOREST GROVE, OR 97116

Signing Officer

Name
Carl Heisler
Title
President
Phone
5033522258
Signed
2016-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carl Heisler
Formed
1994
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
5
Employees
0
Volunteers
7

Preparer

Firm
Jones & Roth Pc
Address
5635 NE ELAM YOUNG PKWY STE 100, HILLSBORO, OR 97124
Preparer
Jamie L Zolezzi
Phone
5036480521
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Volunteers serve as members of the organization's governing board. They oversee payments of expenses and investment of assets.”

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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02432189
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01191183
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01332168
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SUPPORTS PACIFIC UNIVERSITY BY PROVIDING ON-CAMPUS HOUSING FOR GRADUATE AND UNDERGRADUATE STUDENTS, AND FURNISHES SERVICES AND FACILITIES TO THE UNIVERSITY FOR CONFERENCES, MEETINGS AND SEMINARS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0930386892
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PACIFIC UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt022497499
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03861707
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt026359206
IRS990ScheduleD/EquipmentGrp/BookValueAmt064716
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01168008
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01232724
IRS990ScheduleD/ExpensesSubtotalAmt02734220
IRS990ScheduleD/LandGrp/BookValueAmt0485600
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0485600
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-107462
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03423104
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1780725
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED RENT PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED INTEREST
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0853097
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1450124
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2187180
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INDEX FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1FIXED INCOME FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt0-107462
IRS990ScheduleD/RevenueSubtotalAmt02458705
IRS990ScheduleD/TotalBookValueLandBuildingsAmt023047815
IRS990ScheduleD/TotalBookValueSecuritiesAmt01490401
IRS990ScheduleD/TotalExpensesPerForm990Amt02734220
IRS990ScheduleD/TotalLiabilityAmt04203829
IRS990ScheduleD/TotalRevenuePerForm990Amt02458705
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02351243
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02734220
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0221327
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt036224
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt09913
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MICHAEL MALLERY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0267464
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd0false
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0CITY OF FOREST GROVE 03/31/14
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE K - DATE REBATE COMPUTATION PERFORMED
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd0true
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02007-05-01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0936002164
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum0345651AD5
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd0true
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt028995000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0CITY OF FOREST GROVE
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0STUDENT HOUSING
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd0false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd0true
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdvanceRefundingInd0false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalExpendituresAmt014870000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalizedInterestAmt01449882
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CurrentRefundingInd0true
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd0true
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt01044208
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt0609200
IRS990ScheduleK/TaxExemptBondsProceedsGrp/OtherSpentProceedsAmt0383650
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02008
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt028995000
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS SERVE AS MEMBERS OF THE ORGANIZATION'S GOVERNING BOARD. THEY OVERSEE PAYMENTS OF EXPENSES AND INVESTMENT OF ASSETS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE TREASURER AND FINANCE COMMITTEE OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISCLOSURE STATEMENTS ARE SENT TO EACH BOARD MEMBER ANNUALLY FOR SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PACIFIC UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0930386892
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt03
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02043 COLLEGE WAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0FOREST GROVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd097116
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,066,464
Liabilities
$32,653,332
Net assets
-$3,586,868
Revenue
$2,458,705
Expenses
$2,734,220
Net income
-$275,515
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$29.8$28.2$1.54$2.61$1.80$0.81
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.7$29.3$0.41$2.60$1.85$0.75
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.5$30.3$0.79$2.54$1.90$0.64
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.8$28.4$1.56$2.50$1.96$0.54
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.6$29.3$1.67$2.47$1.99$0.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.4$29.8$2.39$2.52$2.04$0.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.4$30.4$3.02$2.53$2.06$0.47
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.5$31.0$3.47$2.54$2.10$0.45
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.6$31.6$3.96$2.12$2.42$0.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.6$32.3$3.74$2.44$2.68$0.24
2015Detailed filing. Detailed filing data is available for this year.$29.1$32.7$3.59$2.46$2.73$0.28
2014Detailed filing. Detailed filing data is available for this year.$29.7$32.9$3.20$2.50$2.78$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.9$33.0$3.09$2.86
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.3$33.0$2.72$2.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.6$32.9$2.30$2.89
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.9$31.2$0.27$2.66