Nonprofit · EIN 93-0619733
PORTLAND STATE UNIVERSITY FOUNDATION
Tax-exempt · PORTLAND, OR 97201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $35,260,124 | $30,889,959 | $4,370,165 | $210,245,931 | $9,078,225 | $201,167,706 |
| June 30, 2024 | 990 | $40,787,290 | $27,584,467 | $13,202,823 | $195,724,284 | $8,104,380 | $187,619,904 |
| June 30, 2023 | 990 | $38,662,512 | $27,253,520 | $11,408,992 | $174,384,827 | $7,850,216 | $166,534,611 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $22,263,516
- of which government grants
- $56,730
- Program service revenue
- $6,651,019
- Investment income
- $6,448,616
- Net gain from sales of assets
- $2,311,706
- Net income from fundraising events
- -$106,099
- Net income from gaming
- $3,072
- Other revenue
- -$103,027
Expenses
- Grants and similar amounts paid
- $19,529,615
- Compensation of officers, directors and key employees
- $1,095,120
- Other salaries and wages
- $5,462,635
- Salaries, compensation and benefits (total)
- $8,705,330
- Professional fundraising fees
- $0
- Legal fees
- $100,838
- Accounting fees
- $158,091
- Occupancy
- $6,919
- Travel
- $34,304
- Depreciation
- $43,738
- Program services (functional)
- $20,331,417
- Management and general (functional)
- $4,395,329
- Fundraising (functional)
- $6,163,213
Balance sheet and other
- Total assets, start of year
- $195,724,284
- Total assets, end of year
- $210,245,931
- Total liabilities, end of year
- $9,078,225
- Net assets, end of year
- $201,167,706
- Land, buildings and equipment
- $30,107
- Publicly traded securities
- $165,249,124
- Net assets without donor restrictions
- $15,362,202
- Net assets with donor restrictions
- $185,805,504
- Gross unrelated business income
- $5,954
- Gross receipts
- $63,031,559
- Employees
- 80
- Volunteers
- 123
- Year formed
- 1963
- 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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SARAH SCHWARZ | PRESIDENT Officer | 40 | $400,054 | $55,895 |
| STACEY HENRIQUEZ VP | OF FINANCE & ACCOUNTING Officer | 40 | $206,098 | $33,966 |
| JAYMEE JACOBY ASSOCIATE | VICE PRESIDENT FOR DEVELOPMENT Highest-paid employee | 40 | $172,031 | $45,149 |
| CATHERINE SOULAGES VP | OF ENGAGEMENT AND COMMUNICATIONS Highest-paid employee | 40 | $175,850 | $30,464 |
| MICHELLE JENSON SENIOR | DIRECTOR OF FINANCE & ACCOUNTING Highest-paid employee | 40 | $133,628 | $40,292 |
| MELISSA ANN MIGUEL VP | OF PEOPLE & CULTURE Highest-paid employee | 40 | $133,192 | $40,703 |
| KARIN TRUMBO | SENIOR PHILANTHROPIC ADVISOR Highest-paid employee | 40 | $135,608 | $35,246 |
| AL BARKOULI | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SAMMI PAHLOW | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JON OWENS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MARCIA MASON | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| TINA ADAMS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HERMANN COLAS JR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANN CUDD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SAFAA EL-MANSY | TRUSTEE Trustee or director | 1 | $0 | $0 |
22 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM FINK | TRUSTEE Trustee or director | 1 | $0 |
| EILEEN FRACK | TRUSTEE Trustee or director | 1 | $0 |
| JARED HOLUM | TRUSTEE Trustee or director | 1 | $0 |
| CARY JACKSON | TRUSTEE Trustee or director | 1 | $0 |
| ED JOHNSON | TRUSTEE Trustee or director | 1 | $0 |
| TOM KEELER | TRUSTEE Trustee or director | 1 | $0 |
| KRISTEN KERN | TRUSTEE Trustee or director | 1 | $0 |
| CHRISTOPHER LIDDLE | TRUSTEE Trustee or director | 1 | $0 |
| ROSS LIENHART | TRUSTEE Trustee or director | 1 | $0 |
| JOE MCFERRIN II | TRUSTEE Trustee or director | 1 | $0 |
| BARRY MILLER | TRUSTEE Trustee or director | 1 | $0 |
| CHRISTINE NICKERSON | TRUSTEE Trustee or director | 1 | $0 |
| CORRIE OLIVA | TRUSTEE Trustee or director | 1 | $0 |
| STEVE PETRUZELLI | TRUSTEE Trustee or director | 1 | $0 |
| MIKE RICHARDSON | TRUSTEE Trustee or director | 1 | $0 |
| TRACI ROSSI | TRUSTEE Trustee or director | 1 | $0 |
| VERA SELL | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD SOLOMON | TRUSTEE Trustee or director | 1 | $0 |
| ALICE WIEWEL | TRUSTEE Trustee or director | 1 | $0 |
| KEREN BROWN WILSON | TRUSTEE Trustee or director | 1 | $0 |
| HELEN YING | TRUSTEE Trustee or director | 1 | $0 |
| CHARLENE ZIDELL | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 39 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SARAH SCHWARZ | PRESIDENT & CEO Officer | 40 | $391,103 | $51,115 |
| STACEY HENRIQUEZ | CHIEF FINANCIAL & ADMIN OFFICER Officer | 40 | $204,846 | $32,667 |
| CATHERINE SOULAGES VP | OF ENGAGEMENT AND COMMUNICATIONS Officer | 40 | $171,278 | $28,732 |
| BRIAN HESS | VICE PRESIDENT OF DEVELOPMENT Officer | 40 | $176,682 | $21,226 |
| JAYMEE JACOBY ASSOCIATE | VICE PRESIDENT FOR DEVELOPMENT Highest-paid employee | 40 | $152,754 | $39,396 |
| KARIN TRUMBO SENIOR | PHILANTHROPIC ADVISOR Highest-paid employee | 40 | $133,148 | $32,727 |
| MICHELLE JENSON SENIOR | DIRECTOR OF FINANCE & ACCOUNTING Highest-paid employee | 40 | $129,241 | $36,556 |
| TERI WINGARD DIRECTOR | OF DATA MANAGEMENT & IT SERVICES Highest-paid employee | 40 | $131,625 | $23,973 |
| MELISSA ANN MIGUEL SENIOR | DIRECTOR OF PEOPLE & CULTURE Highest-paid employee | 40 | $114,067 | $35,023 |
| AL BARKOULI | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SAMMI PAHLOW | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JON OWENS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MARCIA MASON | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| TINA ADAMS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HERMANN COLAS JR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANN CUDD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SAFAA EL-MANSY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TOM FINK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| EILEEN FRACK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JARED HOLUM | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CARY JACKSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ED JOHNSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TOM KEELER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KRISTEN KERN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER LIDDLE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROSS LIENHART | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOE MCFERRIN II | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BARRY MILLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTINE NICKERSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CORRIE OLIVA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEVE PETRUZELLI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MIKE RICHARDSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TRACI ROSSI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| VERA SELL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RICHARD SOLOMON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ALICE WIEWEL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KEREN BROWN WILSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HELEN YING | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHARLENE ZIDELL | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 41 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SARAH SCHWARZ | PRESIDENT & CEO Officer | 40 | $349,274 | $48,767 |
| STACEY HENRIQUEZ | CHIEF FINANCIAL & ADMIN OFFICER Officer | 40 | $189,169 | $31,451 |
| BRIAN HESS | VICE PRESIDENT OF DEVELOPMENT Officer | 40 | $175,641 | $43,412 |
| CATHERINE SOULAGES VP | OF ENGAGEMENT AND COMMUNICATIONS Officer | 40 | $171,583 | $29,038 |
| JAYMEE JACOBY ASST VP | OF DEVELOPMENT, SCHOOLS & UNITS Highest-paid employee | 40 | $135,200 | $39,122 |
| KARIN TRUMBO ASST VP | OF PRINCIPAL & PLANNED GIFTS Highest-paid employee | 40 | $127,840 | $33,258 |
| MICHELLE JENSON | DIRECTOR OF FINANCE & ACCOUNTING Highest-paid employee | 40 | $122,175 | $37,903 |
| TERI WINGARD DIRECTOR | OF DATA MANAGEMENT & IT SERVICES Highest-paid employee | 40 | $127,825 | $24,030 |
| SCOTT SHLAES SR DIRECTOR | FOR INSTITUTIONAL PARTNERSHIPS Highest-paid employee | 40 | $108,376 | $35,275 |
| MARY CONIGLIO | EXECUTIVE DIRECTOR ALUMNI RELATIONS Officer | 40 | $109,567 | $17,856 |
| KEREN BROWN WILSON | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| AL BARKOULI | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JON OWENS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MARCIA MASON | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DON VOLLUM | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JEFF EULBERG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TOM FINK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CARY JACKSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ED JOHNSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTINE NICKERSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SAMMI PAHLOW | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHARLENE ZIDELL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TINA ADAMS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HERMANN COLAS JR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GARY CUMPSTON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARY DICK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TOM KEELER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KRISTEN KERN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER LIDDLE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROSS LIENHART | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOE MCFERRIN II | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CORRIE OLIVA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEVE PETRUZELLI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MIKE RICHARDSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAUL SCHELSINGER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| VERA SELL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RICHARD SOLOMON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BARRE STOLL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LINDA WILLIAMS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HELEN YING | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEPHEN PERCY | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1600 SW 4TH AVE STE 730, PORTLAND, OR 97201-5519
- In care of
- % STACEY HENRIQUEZ
- Principal officer (990 for 2024)
- STACEY HENRIQUEZ, 1600 SW 4TH AVE SUITE 730, PORTLAND, OR 97201
- Signed the 990
- STACEY HENRIQUEZ, VP OF FINANCE & ACCOUNTING
- Phone
- (503) 725-5863
- Website
- WWW.PSUF.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
SEE SCHEDULE O
Program accomplishments
- THE FOUNDATION SUPPORTS PORTLAND STATE UNIVERSITY BY PROVIDING SCHOLARSHIPS, SUPPPORTING FACULTY RESEARCH AND INSTRUCTION, ENHANCING FACILITIES, AND NURTURING NEW PROGRAMS. DURING THE YEAR ENDED JUNE 30, 2025 THE FOUNDATION AWARDED $18,466,770 TO THE UNIVERSITY; $4,337,337 FOR SCHOLARSHIPS AND FELLOWSHIPS, $3,376,322 FOR CAPITAL PROJECTS, $10,509,005 FOR ACADEMIC SUPPORT, AND $244,106 FOR ADMINISTRATIVE SUPPORT.Expenses $20,331,417 · grants $19,529,615 · revenue $6,651,019
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 93-0619733
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1964
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $210,245,931
- Income (IRS master file)
- $63,031,559
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $35,260,124 | $30,889,959 | $210,245,931 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $40,787,290 | $27,584,467 | $195,724,284 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $38,662,512 | $27,253,520 | $174,384,827 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $33,116,092 | $24,116,528 | $160,720,485 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 93-0619733).
Questions about PORTLAND STATE UNIVERSITY FOUNDATION
- What is the EIN of PORTLAND STATE UNIVERSITY FOUNDATION?
- The employer identification number (EIN) of PORTLAND STATE UNIVERSITY FOUNDATION is 93-0619733.
- Is PORTLAND STATE UNIVERSITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to PORTLAND STATE UNIVERSITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PORTLAND STATE 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 PORTLAND STATE 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 PORTLAND STATE 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 PORTLAND STATE UNIVERSITY FOUNDATION?
- The 990 for the year ended June 30, 2025 names STACEY HENRIQUEZ.
- Who are the officers and directors of PORTLAND STATE UNIVERSITY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 37 people; 7 received compensation from the organization, the highest $400,054 (SARAH SCHWARZ, PRESIDENT).
- How much revenue does PORTLAND STATE UNIVERSITY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $35,260,124, expenses of $30,889,959 and total assets of $210,245,931 at year end.
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- LEGACY EMANUEL HOSPITAL & HEALTH CENTER EIN 93-0386823 · last filed 990 for 2025
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- ONPOINT COMMUNITY CREDIT UNION EIN 93-0257765 · last filed 990 for 2025
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