OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION (EIN 237083114) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1970

Legal Domicile

Principal Officer

KATE AZIZI

Phone

5032281730

Tax Period

2024-07-01 to 2025-06-30

OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION, founded in 1970, is a major nonprofit in the Education sector that reported $194.1M in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. Net assets of $1.6B represent 97 months of operating reserves.

Mission

OHSUF IS A NONPROFIT ORGANIZATION ESTABLISHED IN 1970 DEDICATED TO SECURE PRIVATE PHILANTHROPIC SUPPORT FOR OHSU AND TO INVEST AND MANAGE GIFTS RESPONSIBLY IN ACCORDANCE WITH DONORS' WISHES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $97,462,118

Program Service Revenue $3,105,087

Investment Income $93,900,444

Other Revenue $-373,685

TOTAL REVENUE $194,093,964

Expense Breakdown

Grants Paid $165,000,463

Salaries & Benefits $22,427,578

Fundraising Expenses $18,376,030

Program Expenses $165,446,647

Other Expenses $25,800,896

TOTAL EXPENSES $213,228,937

Year-over-Year Comparison

	2024	2023	Change
Revenue	$194,093,964	$140,597,865	+0.4%
Expenses	$213,228,937	$187,709,397	+0.1%
Net Income	$-19,134,973	$-47,111,532	-0.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

130

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,617,392

Total Directors

$3,681,936

Key Employees

$1,057,054

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATE AZIZI	PRESIDENT	40.00	Officer Director	$397,578	$10,338	$407,916
JILL EILAND	FORMER INTERIM PRESIDENT (THRU 9/01/24)	40.00	Officer Director	$558,808	$41,428	$600,236
DANA BRANER MD FAAP FCCM	DIRECTOR	1.00	Director	$0	$29,893	$653,133
DANNY O JACOBS MD MPH FACS	DIRECTOR (THRU 11/5/24)	1.00	Director	$0	$66,567	$1,747,041
KELLY SCHRADER	CHAIR	1.00	Officer Director	$0	$0	$0
ERIC DISHMAN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ROBIN GANTT	TREASURER	1.00	Officer Director	$0	$0	$0
AADAM HUSSAIN	SECRETARY	1.00	Officer Director	$0	$0	$0
BARBARA A SILVER	DIRECTOR	1.00	Director	$0	$0	$0
BRAD BLUMENFELD	DIRECTOR	1.00	Director	$0	$0	$0
CHAD PAULSON	DIRECTOR	1.00	Director	$0	$0	$0
COREY MORRIS-SINGER PHD	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG A KELLY	DIRECTOR	1.00	Director	$0	$0	$0
DAMIEN HALL JD	DIRECTOR	1.00	Director	$0	$0	$0
DAN OCCHIPINTI	DIRECTOR	1.00	Director	$0	$0	$0
DAVID PAYNE	DIRECTOR	1.00	Director	$0	$0	$0
DYLAN ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
ERIC MARVIN	DIRECTOR	1.00	Director	$0	$0	$0
JAY N ZIDELL	DIRECTOR	1.00	Director	$0	$0	$0
JOHN HERSHEY	DIRECTOR	1.00	Director	$0	$0	$0
JORGE G CASIMIRO	DIRECTOR	1.00	Director	$0	$0	$0
JOSH SCHLESINGER	DIRECTOR	1.00	Director	$0	$0	$0
KELLY KILKENNY HALE	DIRECTOR	1.00	Director	$0	$0	$0
MARY E LAGO CTFA	DIRECTOR	1.00	Director	$0	$0	$0
MIKE PETITT CPA	DIRECTOR	1.00	Director	$0	$0	$0
NANCY HAIGWOOD PHD	DIRECTOR	1.00	Director	$0	$0	$115,754
NORAH VERBOUT PHD	DIRECTOR	1.00	Director	$0	$0	$0
PENNEY HOODENPYLE	DIRECTOR	1.00	Director	$0	$0	$0
PRISCILLA W LONGFIELD	DIRECTOR	1.00	Director	$0	$0	$0
RONDA TROTMAN DMD	DIRECTOR	1.00	Director	$0	$0	$0
STACEY STRADE SQUIRES CFA	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN E BABSON JD	DIRECTOR	1.00	Director	$0	$0	$0
STEVE STADUM	DIRECTOR	1.00	Director	$0	$23,910	$157,856
STEVEN PREWITT	DIRECTOR	1.00	Director	$0	$0	$0
SUSIE PAPE	DIRECTOR (THRU 9/20/24)	1.00	Director	$0	$0	$0
XANDRA T MCKEOWN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL RORABAUGH	VP OF DEVELOPMENT AND CHIEF DEVELOPMENT OFFICER	40.00	Officer	$134,929	$34,029	$168,958
TARA SIMS	CFO - VP FINANCE	40.00	Officer	$371,523	$68,759	$440,282
LESLIE CONSTANS	AVP OF FOUNDATION COMMUNICATIONS	40.00	Key Emp	$242,257	$57,064	$299,321
CAROLANNE WIPFLI	INTERIM VP OF DEVELOPMENT	40.00	Key Emp	$376,346	$50,146	$426,492
AMANDA HOSKINS	AVP OF ADVANCEMENT SERVICES	40.00	Key Emp	$276,291	$54,950	$331,241
MADELAINE ABULENCIA	AVP OF DEVELOPMENT II	40.00	Highest	$229,668	$63,078	$292,746
JOANNA EHLERS	AVP OF DEVELOPMENT II	40.00	Highest	$242,927	$31,227	$274,154
AMANDA HORTON	AVP OF FOUNDATION RELATION	40.00	Highest	$241,776	$45,045	$286,821
ROCHELLE MAKELA-GOODMAN	AVP OF GIFT PLANNING	40.00	Highest	$245,165	$42,969	$288,134
SARAH NEVUE	SENIOR DIRECTOR OF DEVELOPMENT II	40.00	Highest	$227,007	$57,821	$284,828

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$194,093,964	$213,228,937	$1,661,467,615	$-19,134,973
2024	$140,597,865	$187,709,397	$1,630,108,311	$-47,111,532
2023	$96,921,733	$160,283,987	$1,616,758,264	$-63,362,254
2022	$141,478,990	$145,725,232	$1,644,454,811	$-4,246,242
2021	$105,582,284	$115,624,893	$1,682,678,497	$-10,042,609
2020	$108,603,763	$141,937,603	$1,419,565,425	$-33,333,840
2019	$96,344,850	$172,510,300	$1,485,503,851	$-76,165,450
2018	$79,454,276	$131,214,848	$1,519,085,177	$-51,760,572

OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION