PORTLAND STATE UNIVERSITY FOUNDATI… - Form 990 Financial Data

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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

1963

Legal Domicile

Principal Officer

STACEY HENRIQUEZ

Phone

5037255863

Tax Period

2024-07-01 to 2025-06-30

PORTLAND STATE UNIVERSITY FOUNDATION, founded in 1963, is a mid-sized nonprofit that reported $35.3M in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Expenses of $30.9M left a modest 12% surplus.

Mission

FOUNDED IN 1963, PSU FOUNDATION RAISES AND MANAGES PHILANTHROPIC CONTRIBUTIONS TO PORTLAND STATE UNIVERSITY, OREGON'S ONLY URBAN PUBLIC RESEARCH UNIVERSITY. OVER THE LAST TWO DECADES, THE FOUNDATION HAS TRANSFERRED OVER TO $350 MILLION TO PSU TO SUPPORT STUDENT AND FACULTY SUCCESS, PROGRAM DEVELOPMENT, AND CAPITAL CONSTRUCTION. SERVING CLOSE TO 24,000 STUDENTS A YEAR, PSU IS PORTLAND'S MOST VIBRANT RESOURCE FOR LEARNING, SCHOLARSHIP, RESEARCH, CREATIVITY, CULTURE AND WORKFORCE DEVELOPMENT. A LEGACY OF EDUCATIONAL ACCESS AND URBAN PARTNERSHIP IS CENTRAL TO PSU'S MISSION - AND THE REASON IT IS REPEATEDLY NAMED ONE OF THE MOST INNOVATIVE COLLEGES IN THE NATION BY U.S. NEWS AND WORLD REPORT. PSU FOUNDATION'S FUNDRAISING PRIORITIES INCLUDE ACADEMIC SCHOLARSHIPS FOR PROMISING STUDENTS WITH LIMITED RESOURCES AS WELL AS FACULTY, PROGRAM AND CAPITAL SUPPORT. IN ADDITION TO DIRECT FUND-RAISING EFFORTS, PSU FOUNDATION DIRECTS DONOR STEWARDSHIP ACTIVITIES, ADMINISTERS RECORDS, OVERSEES REPORTING, AND INVESTS AND MANAGES FINANCIAL RESOURCES IN ACCORDANCE WITH DONOR WISHES. PSU FOUNDATION'S INDEPENDENT VOLUNTEER BOARD OF TRUSTEES HELPS PORTLAND STATE UNIVERSITY FOUNDATION PROMOTE PSU'S MISSION AND FUND-RAISING PRIORITIES BY LEVERAGING EXPERTISE AND RELATIONSHIPS AND COMMITTING PERSONAL RESOURCES.

Program Service Accomplishments

Program 1

Expenses: $20,331,417 Revenue: $6,651,019

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.

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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 $22,263,516

Program Service Revenue $6,651,019

Investment Income $6,448,616

Other Revenue $-103,027

TOTAL REVENUE $35,260,124

Expense Breakdown

Grants Paid $19,529,615

Salaries & Benefits $8,705,330

Fundraising Expenses $6,163,213

Program Expenses $20,331,417

Other Expenses $2,655,014

TOTAL EXPENSES $30,889,959

Year-over-Year Comparison

	2024	2023	Change
Revenue	$35,260,124	$40,787,290	-0.1%
Expenses	$30,889,959	$27,584,467	+0.1%
Net Income	$4,370,165	$13,202,823	-0.7%

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

Volunteers

123

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

$696,013

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AL BARKOULI	CHAIR	1.00	Officer Director	$0	$0	$0
SAMMI PAHLOW	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JON OWENS	TREASURER	1.00	Officer Director	$0	$0	$0
MARCIA MASON	SECRETARY	1.00	Officer Director	$0	$0	$0
TINA ADAMS	TRUSTEE	1.00	Director	$0	$0	$0
HERMANN COLAS JR	TRUSTEE	1.00	Director	$0	$0	$0
ANN CUDD	TRUSTEE	1.00	Director	$0	$0	$0
SAFAA EL-MANSY	TRUSTEE	1.00	Director	$0	$0	$0
TOM FINK	TRUSTEE	1.00	Director	$0	$0	$0
EILEEN FRACK	TRUSTEE	1.00	Director	$0	$0	$0
JARED HOLUM	TRUSTEE	1.00	Director	$0	$0	$0
CARY JACKSON	TRUSTEE	1.00	Director	$0	$0	$0
ED JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
TOM KEELER	TRUSTEE	1.00	Director	$0	$0	$0
KRISTEN KERN	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER LIDDLE	TRUSTEE	1.00	Director	$0	$0	$0
ROSS LIENHART	TRUSTEE	1.00	Director	$0	$0	$0
JOE MCFERRIN II	TRUSTEE	1.00	Director	$0	$0	$0
BARRY MILLER	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTINE NICKERSON	TRUSTEE	1.00	Director	$0	$0	$0
CORRIE OLIVA	TRUSTEE	1.00	Director	$0	$0	$0
STEVE PETRUZELLI	TRUSTEE	1.00	Director	$0	$0	$0
MIKE RICHARDSON	TRUSTEE	1.00	Director	$0	$0	$0
TRACI ROSSI	TRUSTEE	1.00	Director	$0	$0	$0
VERA SELL	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD SOLOMON	TRUSTEE	1.00	Director	$0	$0	$0
ALICE WIEWEL	TRUSTEE	1.00	Director	$0	$0	$0
KEREN BROWN WILSON	TRUSTEE	1.00	Director	$0	$0	$0
HELEN YING	TRUSTEE	1.00	Director	$0	$0	$0
CHARLENE ZIDELL	TRUSTEE	1.00	Director	$0	$0	$0
SARAH SCHWARZ	PRESIDENT	40.00	Officer	$400,054	$55,895	$455,949
STACEY HENRIQUEZ VP	OF FINANCE & ACCOUNTING	40.00	Officer	$206,098	$33,966	$240,064
JAYMEE JACOBY ASSOCIATE	VICE PRESIDENT FOR DEVELOPMENT	40.00	Highest	$172,031	$45,149	$217,180
CATHERINE SOULAGES VP	OF ENGAGEMENT AND COMMUNICATIONS	40.00	Highest	$175,850	$30,464	$206,314
MICHELLE JENSON SENIOR	DIRECTOR OF FINANCE & ACCOUNTING	40.00	Highest	$133,628	$40,292	$173,920
MELISSA ANN MIGUEL VP	OF PEOPLE & CULTURE	40.00	Highest	$133,192	$40,703	$173,895
KARIN TRUMBO	SENIOR PHILANTHROPIC ADVISOR	40.00	Highest	$135,608	$35,246	$170,854

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	$35,260,124	$30,889,959	$210,245,931	$4,370,165
2024	$40,787,290	$27,584,467	$195,724,284	$13,202,823
2023	$38,662,512	$27,253,520	$174,384,827	$11,408,992
2022	$33,116,092	$24,116,528	$160,720,485	$8,999,564
2021	$33,505,028	$24,476,832	$168,578,328	$9,028,196
2020	$31,679,405	$24,950,334	$145,623,892	$6,729,071
2019	$32,221,997	$28,950,918	$142,943,770	$3,271,079
2018	$44,117,418	$29,198,882	$136,873,492	$14,918,536

PORTLAND STATE UNIVERSITY FOUNDATION