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Nonprofit · EIN 23-7083114

OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION

Tax-exempt · PORTLAND, OR 97201

Financials

$96.9M$160.3M2022$140.6M$187.7M2023$194.1M$213.2M2024
Revenue Expenses · by fiscal year end
Financials of OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$194,093,964$213,228,937-$19,134,973$1,661,467,615$85,337,065$1,576,130,550
June 30, 2024990$140,597,865$187,709,397-$47,111,532$1,630,108,311$84,294,826$1,545,813,485
June 30, 2023990$96,921,733$160,283,987-$63,362,254$1,616,758,264$80,284,599$1,536,473,665
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$97,462,118
Program service revenue
$3,105,087
Investment income
$93,900,444
Net gain from sales of assets
$83,332,895
Net income from fundraising events
-$373,685
Other revenue
-$373,685

Expenses

Grants and similar amounts paid
$165,000,463
Compensation of officers, directors and key employees
$3,212,639
Other salaries and wages
$13,879,947
Salaries, compensation and benefits (total)
$22,427,578
Professional fundraising fees
$0
Legal fees
$252,244
Accounting fees
$289,354
Occupancy
$98,259
Travel
$207,162
Depreciation
$1,086,701
Program services (functional)
$165,446,647
Management and general (functional)
$29,406,260
Fundraising (functional)
$18,376,030

Balance sheet and other

Total assets, start of year
$1,630,108,311
Total assets, end of year
$1,661,467,615
Total liabilities, end of year
$85,337,065
Net assets, end of year
$1,576,130,550
Land, buildings and equipment
$10,955,237
Publicly traded securities
$161,062,898
Gross unrelated business income
$2,562,909
Gross receipts
$238,552,419
Employees
130
Volunteers
50
Year formed
1970
State of legal domicile
OR

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
DANNY O JACOBS MD MPH FACSDIRECTOR (THRU 11/5/24)
Trustee or director
1$0$1,680,474$66,567
DANA BRANER MD FAAP FCCMDIRECTOR
Trustee or director
1$0$623,240$29,893
JILL EILANDFORMER INTERIM PRESIDENT (THRU 9/01/24)
Trustee or director, Officer
40$558,808$0$41,428
TARA SIMSCFO - VP FINANCE
Officer
40$371,523$0$68,759
CAROLANNE WIPFLIINTERIM VP OF DEVELOPMENT
Key employee
40$376,346$0$50,146
KATE AZIZIPRESIDENT
Trustee or director, Officer
40$397,578$0$10,338
AMANDA HOSKINSAVP OF ADVANCEMENT SERVICES
Key employee
40$276,291$0$54,950
LESLIE CONSTANSAVP OF FOUNDATION COMMUNICATIONS
Key employee
40$242,257$0$57,064
MADELAINE ABULENCIAAVP OF DEVELOPMENT II
Highest-paid employee
40$229,668$0$63,078
ROCHELLE MAKELA-GOODMANAVP OF GIFT PLANNING
Highest-paid employee
40$245,165$0$42,969
AMANDA HORTONAVP OF FOUNDATION RELATION
Highest-paid employee
40$241,776$0$45,045
SARAH NEVUESENIOR DIRECTOR OF DEVELOPMENT II
Highest-paid employee
40$227,007$0$57,821
JOANNA EHLERSAVP OF DEVELOPMENT II
Highest-paid employee
40$242,927$0$31,227
MICHAEL RORABAUGHVP OF DEVELOPMENT AND CHIEF DEVELOPMENT OFFICER
Officer
40$134,929$0$34,029
STEVE STADUMDIRECTOR
Trustee or director
1$0$133,946$23,910
31 more people on this return
NameTitleHours / weekCompensationFrom related orgs
NANCY HAIGWOOD PHDDIRECTOR
Trustee or director
1$0$115,754
KELLY SCHRADERCHAIR
Trustee or director, Officer
1$0$0
ERIC DISHMANVICE CHAIR
Trustee or director, Officer
1$0$0
ROBIN GANTTTREASURER
Trustee or director, Officer
1$0$0
AADAM HUSSAINSECRETARY
Trustee or director, Officer
1$0$0
BARBARA A SILVERDIRECTOR
Trustee or director
1$0$0
BRAD BLUMENFELDDIRECTOR
Trustee or director
1$0$0
CHAD PAULSONDIRECTOR
Trustee or director
1$0$0
COREY MORRIS-SINGER PHDDIRECTOR
Trustee or director
1$0$0
CRAIG A KELLYDIRECTOR
Trustee or director
1$0$0
DAMIEN HALL JDDIRECTOR
Trustee or director
1$0$0
DAN OCCHIPINTIDIRECTOR
Trustee or director
1$0$0
DAVID PAYNEDIRECTOR
Trustee or director
1$0$0
DYLAN ROBINSONDIRECTOR
Trustee or director
1$0$0
ERIC MARVINDIRECTOR
Trustee or director
1$0$0
JAY N ZIDELLDIRECTOR
Trustee or director
1$0$0
JOHN HERSHEYDIRECTOR
Trustee or director
1$0$0
JORGE G CASIMIRODIRECTOR
Trustee or director
1$0$0
JOSH SCHLESINGERDIRECTOR
Trustee or director
1$0$0
KELLY KILKENNY HALEDIRECTOR
Trustee or director
1$0$0
MARY E LAGO CTFADIRECTOR
Trustee or director
1$0$0
MIKE PETITT CPADIRECTOR
Trustee or director
1$0$0
NORAH VERBOUT PHDDIRECTOR
Trustee or director
1$0$0
PENNEY HOODENPYLEDIRECTOR
Trustee or director
1$0$0
PRISCILLA W LONGFIELDDIRECTOR
Trustee or director
1$0$0
RONDA TROTMAN DMDDIRECTOR
Trustee or director
1$0$0
STACEY STRADE SQUIRES CFADIRECTOR
Trustee or director
1$0$0
STEPHEN E BABSON JDDIRECTOR
Trustee or director
1$0$0
STEVEN PREWITTDIRECTOR
Trustee or director
1$0$0
SUSIE PAPEDIRECTOR (THRU 9/20/24)
Trustee or director
1$0$0
XANDRA T MCKEOWNDIRECTOR
Trustee or director
1$0$0
990 for the year ended June 30, 2024: 48 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
DANNY O JACOBS MD MPH FACSDIRECTOR
Trustee or director
1$0$1,511,958$0
DANA BRANER MD FAAP FCCMDIRECTOR
Trustee or director
1$0$654,086$29,719
JILL EILANDPRESIDENT
Trustee or director, Officer
40$555,228$0$66,106
MICHAEL RORABAUGHVP OF DEVELOPMENT AND CHIEF DEVELOPMENT OFFICER
Officer
40$401,929$0$81,585
TARA SIMSCFO - VP FINANCE
Officer
40$334,152$0$61,593
AMANDA HOSKINSAVP OF ADVANCEMENT SERVICE
Key employee
40$223,296$0$72,066
ROCHELLE MAKELA-GOODMANAVP OF GIFT PLANNING
Highest-paid employee
40$233,292$0$42,541
AMANDA HORTONAVP OF FOUNDATION RELATION
Highest-paid employee
40$231,999$0$43,354
JOSHUA GEHRIGAVP OF INVESTMENTS AND TREASURY
Highest-paid employee
40$205,331$0$68,245
LESLIE CONSTANSAVP OF FOUNDATION COMMUNICATIONS
Key employee
40$214,350$0$52,377
SARAH NEVUESENIOR DIRECTOR OF DEVELOPMENT II
Highest-paid employee
40$211,350$0$54,023
CAROLANNE WIPFLIAVP OF DONOR RELATIONS
Key employee
40$217,109$0$33,523
TIMOTHY COFFEYMANAGING SENIOR DIRECTOR OF DEVELOPMENT II
Highest-paid employee
40$200,518$0$39,294
CAITLIN UPSHAWAVP OF HUMAN RESOURCES
Key employee
40$200,248$0$16,925
JOHN D KLOUCEK DMDDIRECTOR
Trustee or director
1$0$7,502$0
J GREG NESSCHAIR
Trustee or director, Officer
1$0$0$0
KELLY SCHRADERVICE PRESIDENT
Trustee or director
1$0$0$0
STEPHEN T JANIK JDIMMEDIATE PAST CHAIR
Trustee or director, Officer
1$0$0$0
ROBIN GANTTTREASURER
Trustee or director, Officer
1$0$0$0
WILLIAM A BERGSECRETARY
Trustee or director, Officer
1$0$0$0
AADAM HUSSAINDIRECTOR
Trustee or director
1$0$0$0
ANN EDLENDIRECTOR
Trustee or director
1$0$0$0
BARBARA A SILVERDIRECTOR
Trustee or director
1$0$0$0
BRAD BLUMENFELDDIRECTOR
Trustee or director
1$0$0$0
CHAD PAULSONDIRECTOR
Trustee or director
1$0$0$0
COREY MORRIS-SINGER PHDDIRECTOR
Trustee or director
1$0$0$0
CRAIG A KELLYDIRECTOR
Trustee or director
1$0$0$0
ERIC AMOSDIRECTOR THRU 12/30/23
Trustee or director
1$0$0$0
ERIC DISHMANDIRECTOR
Trustee or director
1$0$0$0
ERIC MARVINDIRECTOR
Trustee or director
1$0$0$0
JAY N ZIDELLDIRECTOR
Trustee or director
1$0$0$0
JOHN HERSHEYDIRECTOR
Trustee or director
1$0$0$0
JORGE G CASIMIRODIRECTOR
Trustee or director
1$0$0$0
JOSH SCHLESINGERDIRECTOR
Trustee or director
1$0$0$0
KELLY KILKENNY HALEDIRECTOR
Trustee or director
1$0$0$0
MARK GOODMANDIRECTOR
Trustee or director
1$0$0$0
MARY E LAGO CTFADIRECTOR
Trustee or director
1$0$0$0
MAUREEN CASEYDIRECTOR
Trustee or director
1$0$0$0
NANCY HAIGWOOD PHDDIRECTOR
Trustee or director
1$0$0$0
NORAH VERBOUT PHDDIRECTOR
Trustee or director
1$0$0$0
PENNEY HOODENPYLEDIRECTOR
Trustee or director
1$0$0$0
PRISCILLA W LONGFIELDDIRECTOR
Trustee or director
1$0$0$0
RUKAIYAH ADAMS JD MBADIRECTOR
Trustee or director
1$0$0$0
STACEY STRADE SQUIRES CFADIRECTOR
Trustee or director
1$0$0$0
STEPHEN E BABSON JDDIRECTOR
Trustee or director
1$0$0$0
STEVEN PREWITTDIRECTOR
Trustee or director
1$0$0$0
SUSIE PAPEDIRECTOR
Trustee or director
1$0$0$0
XANDRA T MCKEOWNDIRECTOR
Trustee or director
1$0$0$0
990 for the year ended June 30, 2023: 48 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
DANNY O JACOBS MD MPH FACSDIRECTOR
Trustee or director
1$0$1,308,194$0
DANA BRANER MD FAAP FCCMDIRECTOR
Trustee or director
1$0$554,094$27,343
JILL EILANDPRESIDENT
Trustee or director, Officer
40$510,106$0$3,556
TARA SIMSCFO - VP FINANCE
Officer
40$307,865$0$58,763
MICHAEL RORABAUGHVP OF DEVELOPMENT AND CHIEF DEVELOPMENT OFFICER
Officer
40$280,562$0$58,329
MATT MCNAIRFORMER PRESIDENT
Former
40$335,717$0$0
AMANDA HOSKINSAVP OF ADVANCEMENT SERVICE
Key employee
40$212,143$0$67,751
SARAH NEVUESENIOR DIRECTOR OF DEVELOP
Highest-paid employee
40$200,290$0$58,811
JOSHUA GEHRIGAVP OF INVESTMENTS AND TREASURY
Highest-paid employee
40$191,540$0$65,508
AMANDA HORTONAVP OF FOUNDATION RELATION
Highest-paid employee
40$213,882$0$40,894
ROCHELLE MAKELA-GOODMANAVP OF GIFT PLANNING
Highest-paid employee
40$232,033$0$15,760
TIMOTHY COFFEYMANAGING SENIOR DIRECTOR O
Highest-paid employee
40$189,355$0$37,806
LESLIE CONSTANSAVP OF FOUNDATION COMMUNICATIONS
Key employee
40$177,769$0$39,778
CAROLANNE WIPFLIAVP OF DONOR RELATIONS
Key employee
40$169,229$0$27,757
DONDI CUPPSENIOR VP OF DEVELOPMENT
Officer
40$181,398$0$15,260
JOHN D KLOUCEK DMDDIRECTOR
Trustee or director
1$0$7,086$0
J GREG NESSCHAIR
Trustee or director, Officer
1$0$0$0
STEPHEN T JANIK JDIMMEDIATE PAST CHAIR
Trustee or director, Officer
1$0$0$0
ROBIN GANTTTREASURER
Trustee or director, Officer
1$0$0$0
WILLIAM A BERGSECRETARY
Trustee or director, Officer
1$0$0$0
ANN EDLENDIRECTOR
Trustee or director
1$0$0$0
BARBARA A SILVERDIRECTOR
Trustee or director
1$0$0$0
BRAD BLUMENFELDDIRECTOR
Trustee or director
1$0$0$0
CALVIN T TANABE MDDIRECTOR
Trustee or director
1$0$0$0
CHAD PAULSONDIRECTOR
Trustee or director
1$0$0$0
COREY MORRIS-SINGER PHDDIRECTOR
Trustee or director
1$0$0$0
CRAIG A KELLYDIRECTOR
Trustee or director
1$0$0$0
DANIEL M DORSADIRECTOR
Trustee or director
1$0$0$0
ERIC AMOSDIRECTOR
Trustee or director
1$0$0$0
ERIC DISHMANDIRECTOR
Trustee or director
1$0$0$0
ERIC MARVINDIRECTOR
Trustee or director
1$0$0$0
JAMES H WINKLERDIRECTOR (THRU 11/22)
Trustee or director
1$0$0$0
JAY N ZIDELLDIRECTOR
Trustee or director
1$0$0$0
JORGE G CASIMIRODIRECTOR
Trustee or director
1$0$0$0
KELLY KILKENNY HALEDIRECTOR
Trustee or director
1$0$0$0
KELLY SCHRADERDIRECTOR
Trustee or director
1$0$0$0
MARK GOODMANDIRECTOR
Trustee or director
1$0$0$0
MARY E LAGO CTFADIRECTOR
Trustee or director
1$0$0$0
MAUREEN CASEYDIRECTOR
Trustee or director
1$0$0$0
NORAH VERBOUT PHDDIRECTOR
Trustee or director
1$0$0$0
PENNEY HOODENPYLEDIRECTOR
Trustee or director
1$0$0$0
PRISCILLA W LONGFIELDDIRECTOR
Trustee or director
1$0$0$0
RICHARD A ROYSEDIRECTOR
Trustee or director
1$0$0$0
RUKAIYAH ADAMS JD MBADIRECTOR
Trustee or director
1$0$0$0
STACEY STRADE SQUIRES CFADIRECTOR
Trustee or director
1$0$0$0
STEPHEN E BABSON JDDIRECTOR
Trustee or director
1$0$0$0
SUSIE PAPEDIRECTOR
Trustee or director
1$0$0$0
XANDRA T MCKEOWNDIRECTOR
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
2020 SW 4TH AVE STE 900, PORTLAND, OR 97201-4978
In care of
% TARA SIMS CFO - VP FINANCE
Principal officer (990 for 2024)
KATE AZIZI, 2020 SW 4TH AVENUE SUITE 900, PORTLAND, OR 97201
Signed the 990
TARA SIMS, CFO - VP FINANCE & ADMIN
Phone
(503) 228-1730
Return prepared by
KPMG LLP

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.

990 for the year ended June 30, 2025

Program accomplishments

  • 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.
    Expenses $165,340,019 · grants $164,893,835 · revenue $3,103,944
  • GRANTS AND TRANSFERS TO SUPPORT PROGRAMS OF OTHER CHARITABLE, MEDICAL, AND EDUCATIONAL ORGANIZATIONS.
    Expenses $106,628 · grants $106,628

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
23-7083114
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Organization supporting a government college or university
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1971
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B110)
Assets (IRS master file)
$1,661,467,615
Income (IRS master file)
$238,552,419

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$194,093,964$213,228,937$1,661,467,615IRS
990-TJune 2025–––IRS
990June 2024$140,597,865$187,709,397$1,630,108,311XML
990-TJune 2024–––IRS
990June 2023$96,921,733$160,283,987$1,616,758,264XML
990-TJune 2023–––IRS
990June 2022$141,478,990$145,725,232$1,644,454,811IRS
990-TJune 2022–––IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7083114).

Questions about OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION

What is the EIN of OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION?
The employer identification number (EIN) of OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION is 23-7083114.
Is OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
Are donations to OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION?
The 990 for the year ended June 30, 2025 names KATE AZIZI.
Who are the officers and directors of OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION?
The 990 for the year ended June 30, 2025 lists 46 people; 12 received compensation from the organization.
How much revenue does OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $194,093,964, expenses of $213,228,937 and total assets of $1,661,467,615 at year end.

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