OMB No. 1545-0047

Form
Return of Organization Exempt From Income Tax

Department of the Treasury
Internal Revenue Service
07/01 , 2012, and ending
PACIFIC UNIVERSITY
93-0386892
Address
change
Doing Business As
Name change
Number and street (or P.O. box if mail is not delivered to street address)
Initial return
2043 COLLEGE WAY
Terminated
City or town, state or country, and ZIP + 4
Amended
return
Application
pending
(503 ) 352-2819
FOREST GROVE, OR 97116
G Gross receipts $
F Name and address of principal officer: DR.


1
Briefly describe the organization's mission or most significant activities:
2
3
4
5
6
7a
b
Check this box
137,853,258.
Yes X No
H(a) Is this a group return for
affiliates?
Yes
H(b) Are all affiliates included?
No

If "No," attach a list. (see instructions)
527
H(c) Group exemption number
L Year of formation:
1849
OR
M State of legal domicile:




                        
3,959,911.

110,385,078.

3,476,470.

-160,585.
            117,660,874.
               23,981,608.0
                 53,853,934.

0
    3,535,588.

                 34,150,794.
111,986,336.
5,674,538.
                   
                                217,634,763.
                               105,080,579.
112,554,184.
if the organization discontinued its operations or disposed of more than 25%
25 of its net assets.
Number of voting members of the governing body (Part VI, line 1a)
Total number of individuals employed in calendar year 2012 (Part V, line 2a)
a)
io
Total number of volunteers (estimate if necessary)
sp
ec
t
Total gross unrelated business revenue from Part VIII, column (C), line
ne 12
2
Net unrelated business taxable income from Form 990-T, line 34
Contributions and grants (Part VIII, line 1h)
Prior Year
COPY FOR
Program service revenue (Part VIII, line 2g)
Investment income (Part VIII, column (A), lines 3, 4,, and
nd 7d)
PUBLIC INSPECTION
In
Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c,
10c and 11e)
Total revenue - add lines 8 through 11 (must
st equal
eq l Part VIII,
V column (A), line 12)
Grants and similar amounts paid (Part IX,, column ((A
(A), lines
ine 1-3)
Benefits paid to or for members (Part IX,
(A), line 4)
X, column (A
Salaries, other compensation, employee
mployee
ployee benefits
benefi
benefit (Part IX, column (A), lines 5-10)
Professional fundraising fees (Part
column (A), line 11e)
Partt IX, colum
column (D), line 25)
b Total fundraising expenses (Part IX, colu
17
18
19
Other expenses (Part IX, column (A), lines 11a-11d, 11f-24f)
Total expenses. Add lines 13-17
3-1 (must equal Part IX, column (A), line 25)
3-17
Revenue less expenses. Subtract line 18 from line 12
Beginning of Current Year
20
21
22
Total assets (Part X, line 16)
Total liabilities (Part X, line 26)
Net assets or fund balances. Subtract line 21 from line 20
Part II
Signature Block
33.
30.
2,690.
303.
400,865.
-76,459.
3
4
5
6
7a
7b
n
Number of independent voting members of the governing body (Part VI, line 1b)
b)
lic
8
9
10
11
12
13
14
15
16 a

C
op
y
A DIVERSE & SUSTAINABLE COMMUNITY DEDICATED TO DISCOVERY & EXCELLENCE
EXCELLE
EXCELL
TY INSPIRES
INSPIRE
IN TEACHING, SCHOLARSHIP AND PRACTICE, PACIFIC UNIVERSITY
N OUR WORLD.
WORL
WOR
STUDENTS TO THINK, CARE, CREATE, AND PURSUE JUSTICE IN
Pu
b
Revenue
Activities & Governance

Expenses
E Telephone number
Room/suite
LESLEY HALLICK
2043 COLLEGE WAY FOREST GROVE, OR 97116
Tax-exempt status:
I
X 501(c)(3)
501(c) (
)
(insert no.)
4947(a)(1) or
J Website:
WWW.PACIFICU.EDU
K Form of organization:
Corporation
Trust
Association X Other
SCHOOL
Summary
Part I
Net Assets or
Fund Balances
Inspection
06/30 , 20 13
D Employer identification number
C Name of organization
Check if applicable:
Open to Public
The organization may have to use a copy of this return to satisfy state reporting requirements.
A For the 2012 calendar year, or tax year beginning
B

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung
benefit trust or private foundation)
Current Year
4,520,076.
120,887,552.
3,789,954.
-145,048.
129,052,534.
28,916,866.
0
58,425,824.
0
36,593,040.
123,935,730.
5,116,804.
End of Year
224,673,746.
104,627,213.
120,046,533.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign
Here


Signature of officer
Date
Type or print name and title
Print/Type preparer's name
Paid
ROBISON,
Preparer
Use Only Firm's name
Firm's address
SUE


Preparer's
r's
s ssignature
ign
gn
g
nature
KPMG LLP
PTIN
EIN
Phone no.
1918 EIGHTH AVENUE, SUITE 2900 SEATTLE, WA 98101
For Paperwork Reduction Act Notice, see the separate instructions.
NY2934 1783
Check if
selfemployed
P00560072
13-5565207
 206-913-4000
                        X
04/28/2014
May the IRS discuss this return with the preparer shown above? (see instructions)
JSA
2E1065 1.000
Date
V 12-7.12
Yes
Form
67971
990
No
(2012)
PAGE 2
PACIFIC UNIVERSITY
93-0386892
Form 990 (2012)
Page
Part III
1
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III
Briefly describe the organization's mission:

2
X
ATTACHMENT 1

2 Did the organization undertake any significant program services during the year which were not listed on the
X No
prior Form 990 or 990-EZ?
Yes
If "Yes," describe these new services on Schedule O.
3 Did the organization cease conducting, or make significant changes in how it conducts, any program
X No
Yes
services?
If "Yes," describe these changes on Schedule O.
4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by
expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others,
the total expenses, and revenue, if any, for each program service reported.

4a (Code:
) (Expenses $
37,517,171.
including grants of $
) (Revenue
Revenue
nu $
105,562,933.
)
4b (Code:
In
sp
ec
tio
n
C
op
y
INSTRUCTION - ACADEMIC DEPARTMENTS PROVIDE EDUCATIONAL SERVICES
ES TO
ATTENDING STUDENTS.
) (Expenses $
28,916,868.
including
luding
ding grants
gran of $
28,916,866.
) (Revenue $
)
Pu
bl
ic
GRANTS AND SCHOLARSHIPS - THE UNIVERSITY
ERSITY
SITY PROVIDES
PROV
PRO
MONETARY SUPPORT
D FINANCIAL
FINANCI
THROUGH GRANTS, SCHOLARSHIPS, AND
AID TO QUALIFIED
STUDENTS.
4c (Code:
) (Expenses $
24,407,281.
including grants of $
) (Revenue $
12,549,963.
OTHER STUDENT SUPPORT SERVICES - DORM, CAFETERIA AND ACTIVITIES
ARE PROVIDED TO STUDENTS TO ENHANCE THE ACADEMIC SOCIAL
ENVIRONMENT AT THE UNIVERSITY.
ATTACHMENT 2
4d Other program services (Describe in Schedule O.)
(Expenses $
) (Revenue $
3,277,717. including grants of $
94,119,037.
4e Total program service expenses
JSA
2E1020 2.000

NY2934 1783
2,774,656.
)
Form
V 12-7.12
67971
)
990 (2012)
PAGE 3
PACIFIC UNIVERSITY
93-0386892
Form 990 (2012)
Part IV
Page
Yes




1
2
3
4
5
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes,"
complete Schedule A
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)?
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to
candidates for public office? If "Yes," complete Schedule C, Part I
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h)
election in effect during the tax year? If "Yes," complete Schedule C, Part II
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues,
assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors
have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If
"Yes," complete Schedule D, Part I
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Partt II
Did the organization maintain collections of works of art, historical treasures, or other similar
milar
ar assets?
as
asse
If "Yes,"
complete Schedule D, Part III
Did the organization report an amount in Part X, line 21, for escrow or custodial account
ount liability;
liability serve as a
cr
custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit
repair, or
debt negotiation services? If "Yes," complete Schedule D, Part IV
Did the organization, directly or through a related organization, hold assets
a sets
ets in temporarily
te
restricted
mplete Schedule
ched
endowments, permanent endowments, or quasi-endowments? If "Yes," complete
D, Part V
If the organization’s answer to any of the following questions is "Yes,"
es,"" then complete
com
co
Schedule D, Parts VI,
VII, VIII, IX, or X as applicable.
Did the organization report an amount for land, buildings, and
nd equipment
equip
equipme in Part X, line 10? If "Yes,"
complete Schedule D, Part VI
Did the organization report an amount for investments-other
other
er securit
securities in Part X, line 12 that is 5% or more
mplete Sched
Sch
of its total assets reported in Part X, line 16? If "Yes," complete
Schedule D, Part VII
Did the organization report an amount for investments-program
ments-program
nts-progra related in Part X, line 13 that is 5% or more
Yes,"
s," complete Schedule D, Part VIII
of its total assets reported in Part X, line 16? If "Yes,"
Did the organization report an amount for other
her assets in P
Part X, line 15 that is 5% or more of its total assets
ete Schedule
hedule D,
hedul
D Part IX
reported in Part X, line 16? If "Yes," complete
Did the organization report an amount for other liabilities
bilit
in Part X, line 25? If "Yes," complete Schedule D, Part X

6



7
y
8
op
9
C


1
2
X
X
X
3
4
No
X
5
X
6
X
7
X
8
X
9
X
10
X
11a
X
c
d




ec
b
sp
a
In
11
tio
n
10
3
Checklist of Required Schedules
lic
e
f Did the organization’s separate or consolidated
solidated
olidated financial
fina
statements for the tax year include a footnote that addresses





Pu
b
the organization's liability for uncertain
ain
n tax positions
position under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X
12 a Did the organization obtain separate,
parate, independent
in
i
audited financial statements for the tax year? If "Yes,"
complete Schedule D, Partss XI and XII
b Was the organization included
ded in cons
consolidated, independent audited financial statements for the tax year? If "Yes," and if
the organization answered "No" to line
llin 12a, then completing Schedule D, Parts XI and XII is optional
13 Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
14 a Did the organization maintain an office, employees, or agents outside of the United States?
b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking,
fundraising, business, investment, and program service activities outside the United States, or aggregate
foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV
15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any
organization or entity located outside the United States? If "Yes," complete Schedule F, Parts II and IV
16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance
to individuals located outside the United States? If "Yes," complete Schedule F, Parts III and IV
17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services
on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)
18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on
Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II
19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a?
If "Yes," complete Schedule G, Part III
20 a Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H
b If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?








JSA
2E1021 1.000
NY2934 1783
V 12-7.12
67971
11b
X
11c
X
11d
11e
X
X
11f
X
12a
X
12b
13
14a
X
X
X
14b
X
15
X
16
X
17
X
18
X
X
X
19
20a
20b
Form
990
(2012)
PAGE 4
PACIFIC UNIVERSITY
93-0386892
Form 990 (2012)
Part IV
Page
Yes


22
23
24 a
b
c
d
25 a
b
Did the organization report more than $5,000 of grants and other assistance to any government or organization
in the United States on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States
on Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and III
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the
organization's current and former officers, directors, trustees, key employees, and highest compensated
employees? If "Yes," complete Schedule J
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than
$100,000 as of the last day of the year, that was issued after December 31, 2002? If "Yes," answer lines 24b
through 24d and complete Schedule K. If “No,” go to line 25
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit
be
transaction
with a disqualified person during the year? If "Yes," complete Schedule L, Part I
Is the organization aware that it engaged in an excess benefit transaction with a disqualified
qualified
lified person
per
perso in a prior
or Forms 990
99 or 990-EZ?
year, and that the transaction has not been reported on any of the organization's prior
If "Yes," complete Schedule L, Part I
Was a loan to or by a current or former officer, director, trustee, key employee, highly com
compen
compensated employee, or
es," complete
compl
com
disqualified person outstanding as of the end of the organization's tax year? If "Yes,"
Schedule L, Part II
Did the organization provide a grant or other assistance to an officer,
fficer,
er, dir
director,
di ctor, trustee, key employee,
mmittee
mittee member,
me
mem
substantial contributor or employee thereof, a grant selection committee
or to a 35% controlled
e Schedule L, Part
Pa III
entity or family member of any of these persons? If "Yes," complete
Was the organization a party to a business transaction with
h one
ne of the fo
following parties (see Schedule L,
s, and
nd exceptio
excep
Part IV instructions for applicable filing thresholds, conditions,
exceptions):
oyee?
e? If "Yes,"
"Yes, complete
c
A current or former officer, director, trustee, or key employee?
Schedule L, Part IV
A family member of a current or former officer, director,
rector, trustee,
tr
trust
or key employee? If "Yes," complete
Schedule L, Part IV
An entity of which a current or former officer, director,
rector, trustee,
truste or key employee (or a family member thereof)
was an officer, director, trustee, or direct or indirect
direct own
owner? If "Yes," complete Schedule L, Part IV
Did the organization receive more than $25,000
$2 000 in
i non-cash
n
contributions? If "Yes," complete Schedule M
utions of art,
t historical treasures, or other similar assets, or qualified
Did the organization receive contributions
conservation contributions? If "Yes,"" complete S
Schedule M
Did the organization liquidate, terminate,
erminate, or
o dissolve and cease operations? If "Yes," complete Schedule N,
Part I
Did the organization sell,, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes,"
rt II
complete Schedule N, Part
Did the organization own 100%
00 of an entity disregarded as separate from the organization under Regulations
00%
sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III,
or IV, and Part V, line 1
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a
controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable
related organization? If "Yes," complete Schedule R, Part V, line 2
Did the organization conduct more than 5% of its activities through an entity that is not a related organization
and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R,
Part VI
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and
19? Note. All Form 990 filers are required to complete Schedule O






op


C
26
tio
n
27
29
30
31
32
33
34
35 a
b
36
37
38
ec
sp
In
c











lic
a
b

Pu
b
28
No
X
21
22
X
23
X
24a
24b
X
X
24c
24d
X
X
25a
X
25b
X
26
X
27
X
28a
X
28b
X
y
21
4
Checklist of Required Schedules (continued)


28c
29
X
X
30
X
31
X
32
X
33
X
34
35a
X
X
35b
X
36
X
37
X
38
Form
X
990
(2012)
JSA
2E1030 1.000
NY2934 1783
V 12-7.12
67971
PAGE 5
PACIFIC UNIVERSITY
93-0386892
Form 990 (2012)
Part V
Page

452

0

X

2,690

X

X

X

Yes
1a
1 a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable
1b
b Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable
c Did the organization comply with backup withholding rules for reportable payments to vendors and
reportable gaming (gambling) winnings to prize winners?
2 a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax
2a
Statements, filed for the calendar year ending with or within the year covered by this return
b If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
3 a Did the organization have unrelated business gross income of $1,000 or more during the year?
b If "Yes," has it filed a Form 990-T for this year? If "No," provide an explanation in Schedule O
4 a At any time during the calendar year, did the organization have an interest in, or a signature or other authority
over, a financial account in a foreign country (such as a bank account, securities account, or other financial
account)?
b If “Yes,” enter the name of the foreign country:
Financia
nanci Accounts.
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial
5 a Was the organization a party to a prohibited tax shelter transaction at any time during the
e tax
ax year?
b Did any taxable party notify the organization that it was or is a party to a prohibited
ited
d tax shelter
shelte transaction?
c If "Yes" to line 5a or 5b, did the organization file Form 8886-T?
6 a Does the organization have annual gross receipts that are normally greater
err than $100,000,
$10
$100,
and did the
ble contributions?
ontribut
ontribution
organization solicit any contributions that were not tax deductible as charitable
b If "Yes," did the organization include with every solicitation an express
s statement
statem nt that
th such contributions or
gifts were not tax deductible?
7 Organizations that may receive deductible contributions under section 170(c).
170
a Did the organization receive a payment in excess of $75 made
de partly as a contribution and partly for goods
and services provided to the payor?
b If "Yes," did the organization notify the donor of the value of the goods or
o services provided?
c Did the organization sell, exchange, or otherwise dispose
pose of tangible
ttan
personal property for which it was
required to file Form 8282?
7d
d If "Yes," indicate the number of Forms 8282 filed
d during the yea
ye
year
tio
n
C
op
y






9
a
b
10
a
b
In
Did the organization receive any funds, directlyy or indirectly,
indirec
to pay premiums on a personal benefit contract?
Did the organization, during the year, pay
ay premiums,
emium directly or indirectly, on a personal benefit contract?
emiums,
If the organization received a contribution of qualified iin
intellectual
ec
property, did the organization file Form 8899 as required?
lic
8
sp
ec






If the organization received a contribution
n of cars, boats
boat
boats, airplanes, or other vehicles, did the organization file a Form 1098-C?
Sponsoring organizations maintaining
aintaining
intaining donor advised funds and section 509(a)(3) supporting
porting
ting orga
organization,
org
or a donor advised fund maintained by a sponsoring
organizations. Did the supporting
organization, have excess business hold
holdings at any time during the year?
Sponsoring organizations
s maintaining
maintain
donor advised funds.
Did the organization make any
ny taxable
ta
distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
Section 501(c)(7) organizations. Enter:
10a
Initiation fees and capital contributions included on Part VIII, line 12
10b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
Pu
b
e
f
g
h









Section 501(c)(12) organizations. Enter:
11a
a Gross income from members or shareholders
b Gross income from other sources (Do not net amounts due or paid to other sources
11b
against amounts due or received from them.)
12 a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12b
b If "Yes," enter the amount of tax-exempt interest received or accrued during the year
11
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
b Enter the amount of reserves the organization is required to maintain by the states in which
the organization is licensed to issue qualified health plans
13b
13c
c Enter the amount of reserves on hand


            
14 a Did the organization receive any payments for indoor tanning services during the tax year?
b If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O
JSA
2E1040 1.000
5
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V
NY2934 1783
V 12-7.12
67971
No
1c
2b
3a
3b
4a
X
5a
5b
5c
X
X
6a
X
6b
X
7a
7b
X
X
7c
X
7e
7f
7g
7h
X
X
8
9a
9b
12a
13a
X
14a
14b
Form
990
(2012)
PAGE 6
PACIFIC UNIVERSITY
93-0386892
Page 6
Part VI Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No"
Form 990 (2012)

response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI
Section A. Governing Body and Management
1a Enter the number of voting members of the governing body at the end of the tax year.

Yes
1a
X
No
33
If there are material differences in voting rights among members of the governing body, or if the governing








body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
op
y
30
1b
b Enter the number of voting members included in line 1a, above, who are independent
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with
2
any other officer, director, trustee, or key employee?
3
Did the organization delegate control over management duties customarily performed by or under the direct
supervision of officers, directors, or trustees, or key employees to a management company or other person?
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
5
Did the organization become aware during the year of a significant diversion of the organization's assets?
6
Did the organization have members or stockholders?
7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint
one or more members of the governing body?
pproval
oval b
by) members,
b Are any governance decisions of the organization reserved to (or subject to approval
stockholders, or persons other than the governing body?
8
Did the organization contemporaneously document the meetings held or written
n actions
ctions unde
undertaken during
the year by the following:
a The governing body?
b Each committee with authority to act on behalf of the governing body?
9
Is there any officer, director, trustee, or key employee listed in Part VII,
II, Section A, who
w
cannot be reached at
the organization's mailing address? If "Yes," provide the names and addresses
O
dresses
esses in Schedule
S
Sch
ec
tio
n
C



2
X
3
4
5
6
X
X
X
X
7a
X
7b
X
X
X
8a
8b
X
9
Section B. Policies (This Section B requests information about policies
olicies
licies not re
requ
required by the Internal Revenue Code.)








In
sp
10 a Did the organization have local chapters, branches, or affiliates?
tes?
cedures governing
go
the activities of such chapters,
b If "Yes," did the organization have written policies and procedures
nsistent w
affiliates, and branches to ensure their operations are consistent
with the organization's exempt purposes?
11 a Has the organization provided a complete copy of this Form
rm 990 to all members
me
of its governing body before filing the form?
b Describe in Schedule O the process, if any, used
ed by the orga
organ
organization to review this Form 990.
12 a Did the organization have a written conflict of interest policy
policy?
If "No," go to line 13
p
mploy
mployees
required to disclose annually interests that could give
b Were officers, directors, or trustees, and key employees
rise to conflicts?
d consistently
consistent monitor and enforce compliance with the policy? If "Yes,"
c Did the organization regularly and
describe in Schedule O how this was done
13
Did the organization have a written
en whistleblower
whistl
whist
policy?
14
Did the organization have a written document
retention and destruction policy?
do
15
Did the process for determining
ermining compensation
c
of the following persons include a review and approval by
ara
arab
independent persons, comparability
data, and contemporaneous substantiation of the deliberation and decision?
a The organization's CEO, Executive Director, or top management official
b Other officers or key employees of the organization
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16 a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement
with a taxable entity during the year?
b If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its
participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the
organization's exempt status with respect to such arrangements?
Section C. Disclosure
Yes
10b
11a
X
12a
X
12b
X
12c
13
14
X
X
X


15a
15b

16a

 OR,
No
X
10a
X
X
X
16b
17
18
List the states with which a copy of this Form 990 is required to be filed
Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501(c)(3)s only)
available for public inspection. Indicate how you made these available. Check all that apply.
X Own website
X Upon request
Another's website
Other (explain in Schedule O)
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy,
and financial statements available to the public during the tax year.
State the name, physical address, and telephone number of the person who possesses the books and records of the
503-352-2819
organization: ALLIE LOSLI 2043 COLLEGE WAY FOREST GROVE, OR 97116
Form 990 (2012)
20
JSA

2E1042 1.000
NY2934 1783
V 12-7.12
67971
PAGE 7
PACIFIC UNIVERSITY
93-0386892
Page 7
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and
Independent Contractors
Check if Schedule O contains a response to any question in this Part VII
Form 990 (2012)
Part VII
Section A.

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the
organization's tax year.





List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of
compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.
List all of the organization's current key employees, if any. See instructions for definition of "key employee."
List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.
List all of the organization's former officers, key employees, and highest compensated employees who received more than
$100,000 of reportable compensation from the organization and any related organizations.
List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.
List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
op
y
nt officer,
ffice director, or trustee.
Check this box if neither the organization nor any related organization compensated any current
(C)
(do not check more than one
Average
hours per box, unless person is both an
week (list any officer and a director/trustee))
Name and Title
(D)
D)
(E)
Reportable
Reportable
compensat
compensation
compensation from
from
fro
related
the
organizations
organization
o
(W-2/1099-MISC)
(W-2/1099-MISC)
(W-2
In
sp
ec
tio
n
Former
compensated
Highest
est compensate
compen
ployee
e
employee
Key employee
ployee
oyee
Officer
organizations
below dotted
line)
1.00
0
1.00
0
1 0
1.00
0
1.00
0
1.00
0
1.00
0
1.00
0
1.00
0
1.00
0
1.00
0
1.00
0
1.00
0
1.00
0
1.00
0
Pu
bl
ic
TRUSTEE
(2) EVONA "EVIE" M. BRIM
TRUSTEE
(3) GEORGE J. BROWN
TRUSTEE
(4) LISA HARGIS
TRUSTEE
(5) MICHAEL E. HUDSON
TRUSTEE
(6) DON R. KANIA
TRUSTEE
(7) PETER O. KOHLER
TRUSTEE
(8) NANCY M. PHILLIPS
TRUSTEE
(9) DOUG WEBERLING
TRUSTEE
(10) GERALD C. YOSHIDA
TRUSTEE
(11) GENE ZURBRUGG
TRUSTEE
(12) JULIE BERGLUND BAKER
TRUSTEE
(13) KENNETH C. MCGILL
TRUSTEE
(14) DR. RICHARD MILES
TRUSTEE
e
Institutional trustee
related
Individual trustee
or director
hours for
(1) ROBERT O. BARRETT
Position
(B)
C
(A)
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
Form
JSA
2E1041 1.000
(F)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
NY2934 1783
V 12-7.12
67971
990
(2012)
PAGE 8
PACIFIC UNIVERSITY
93-0386892
Form 990 (2012)
Page
(B)
(C)
Average
Position
(do not check more than one
box, unless person is both an
officer and a director/trustee)
hours per
week (list any
hours for
Former
4
Highest compensated
employee
(F)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
0
0
0
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
X
0
0
0
0
0
0
0
236,132.
236,132.
X
In
sp
ec
tio
n
X
                                      
                            

0
Sub-total
2,022,444.
Total from continuation sheets to Part VII, Section A
2,022,444.
Total (add lines 1b and 1c)
Total number of individuals (including but not limited
limit
limi
to those listed above) who received more than $100,000 of
reportable compensation from the organization
anizatio
8
Pu
bl
ic
3
1.00
0
1.00
0
1.00
0
1.00
0
1.00
0
1.00
0
1.00
0
1.00
0
1.00
0
1.00
0
00
1.00
0
Key employee
( 15) JOSEPH A. RODRIGUEZ
TRUSTEE
( 16) TIM SCHAUERMANN
TRUSTEE
( 17) WILLIAM H. STOLLER
TRUSTEE
( 18) TOMMY THAYER
TRUSTEE
( 19) MINDY CAMERON
TRUSTEE
( 20) MANUEL CASTANEDA
TRUSTEE
( 21) PATRICK C.H. CLARK
TRUSTEE
( 22) BRIAN B. DOHERTY
TRUSTEE
( 23) MARK FRANDSEN
TRUSTEE
( 24) REBECCA GRAHAM
TRUSTEE
( 25) RICHARD E. HANSON
TRUSTEE
Officer
line)
Institutional trustee
below dotted
Individual trustee
or director
related
organizations
(D)
(E)
Reportable
Reportable
compensation
compensation from
from
related
the
organizations
organization
(W-2/1099-MISC)
(W-2/1099-MISC)
op
y
(A)
Name and title
1b
c
d
2
Yes No

Did the organization list any
ny former officer, director, or trustee, key employee, or highest compensated
employee on line 1a? If "Yes," complete
Schedule J for such individual
mpl
mplete
3
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the
organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such
individual
4


X
X
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual
for services rendered to the organization? If “Yes,” complete Schedule J for such person
5
Section B. Independent Contractors
1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of
compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax
year.
5
8
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
C
Part VII
(A)
Name and business address
(B)
Description of services
X
(C)
Compensation
ATTACHMENT 3
2

Total number of independent contractors (including but not limited to those listed above) who received
more than $100,000 in compensation from the organization
3
JSA
2E1055 3.000
NY2934 1783
V 12-7.12
Form
67971
990 (2012)
PAGE 9
PACIFIC UNIVERSITY
93-0386892
Form 990 (2012)
Page
(B)
(C)
Average
Position
(do not check more than one
box, unless person is both an
officer and a director/trustee)
hours per
week (list any
hours for
Former
Highest compensated
employee
(F)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
X
0
0
0
X
0
0
0
X
0
0
0
X
9,303.
303.
79,303.
0
16,134.
85,429
85,429.
0
12,519.
3,5
3,500.
0
0
1,050.
0
0
X
591,313.
0
34,010.
X
199,114.
0
27,942.
X
195,327.
0
27,061.
169,466.
0
19,888.
X
X
X
In
sp
ec
tio
n
1.00
0
1.00
0
1.00
0
40.00
0
40.00
0
40.00
0
40.00
0
40.00
0
40.00
0
40.00
0
00
40.00
0
Key employee
( 26) LAWRENCE W. HARRIS III
TRUSTEE
( 27) DR. YVONNE KATZ
TRUSTEE
( 28) KIM W. LEDBETTER
TRUSTEE
( 29) MICHELLE COWING
FACULTY TRUSTEE
( 30) DR. MARY (KATIE) FARRELL
FACULTY TRUSTEE
( 31) TYLER OSHIRO
STUDENT TRUSTEE
( 32) KASIE RUST
STUDENT TRUSTEE
( 33) DR. LESLEY HALLICK
PRESIDENT/TRUSTEE
( 34) JOHN MILLER
VP ACADEMIC AFFAIRS
( 35) MICHAEL MALLERY
VP FINANCE & ADMINISTRATION
( 36) JAMES SHEEDY
DIR. OF OPTOMETRIC RESEARCH
Officer
line)
Institutional trustee
below dotted
Individual trustee
or director
related
organizations
(D)
(E)
Reportable
Reportable
compensation
compensation from
from
related
the
organizations
organization
(W-2/1099-MISC)
(W-2/1099-MISC)
op
y
(A)
Name and title
X
X
                                      
                            

Sub-total
Total from continuation sheets to Part VII, Section A
Total (add lines 1b and 1c)
Total number of individuals (including but not limited
limit
limi
to those listed above) who received more than $100,000 of
reportable compensation from the organization
anizatio
8
3
Did the organization list any
ny former officer, director, or trustee, key employee, or highest compensated
employee on line 1a? If "Yes," complete
Schedule J for such individual
mpl
mplete
3
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the
organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such
individual
4
Pu
bl
ic
1b
c
d
2
4
Yes No



X
X
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual
for services rendered to the organization? If “Yes,” complete Schedule J for such person
5
Section B. Independent Contractors
1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of
compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax
year.
5
(A)
Name and business address
2
8
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
C
Part VII
(B)
Description of services

X
(C)
Compensation
Total number of independent contractors (including but not limited to those listed above) who received
more than $100,000 in compensation from the organization
JSA
2E1055 3.000
NY2934 1783
V 12-7.12
Form
67971
990 (2012)
PAGE 10
PACIFIC UNIVERSITY
93-0386892
Form 990 (2012)
Page
8
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
(C)
Average
Position
(do not check more than one
box, unless person is both an
officer and a director/trustee)
hours per
week (list any
hours for
Former
(F)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
X
173,491.
0
31,178.
X
174,412.
0
24,229.
X
3.
179,413.
0
22,756.
X
0,626.
626.
170,626.
0
20,415.
In
sp
ec
tio
n
C
40.00
0
40.00
0
40.00
0
40.00
0
Highest compensated
employee
Key employee
( 37) JENNIFER SMYTHE
DEAN OPTOMETRY
( 38) SUSAN STEIN
DEAN PHARMACY
( 39) ANN BARR-GILLESPIE
EXECUTIVE DEAN
( 40) MARK ANKENY
VP ENROLLMENT MGMT
Officer
line)
Institutional trustee
below dotted
Individual trustee
or director
related
organizations
(D)
(E)
Reportable
Reportable
compensation
compensation from
from
related
the
organizations
organization
(W-2/1099-MISC)
(W-2/1099-MISC)
op
y
Part VII
                                      
                            

Sub-total
Total from continuation sheets to Part VII, Section A
Total (add lines 1b and 1c)
Total number of individuals (including but not limited
limit
limi
to those listed above) who received more than $100,000 of
reportable compensation from the organization
anizatio
8
3
Did the organization list any
ny former officer, director, or trustee, key employee, or highest compensated
employee on line 1a? If "Yes," complete
Schedule J for such individual
mpl
mplete
3
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the
organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such
individual
4
4
Pu
bl
ic
1b
c
d
2
Yes No



X
X
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual
for services rendered to the organization? If “Yes,” complete Schedule J for such person
5
Section B. Independent Contractors
1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of
compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax
year.
5
(A)
Name and business address
2
(B)
Description of services

X
(C)
Compensation
Total number of independent contractors (including but not limited to those listed above) who received
more than $100,000 in compensation from the organization
JSA
2E1055 3.000
NY2934 1783
V 12-7.12
Form
67971
990 (2012)
PAGE 11
Form 990 (2012)
Part VIII
PACIFIC UNIVERSITY
Statement of Revenue
93-0386892
Check if Schedule O contains a response to any question in this Part VIII
1a
Membership dues
1b
c
Fundraising events
Related organizations
1d
e
Government grants (contributions)
1e
1,890,577.
f
All other contributions, gifts, grants,
1f
2,446,202.
Noncash contributions included in lines 1a-1f: $
80,559.
and similar amounts not included above
g
h
(D)
Revenue
excluded from tax
under sections
512, 513, or 514
4,520,076.
Total. Add lines 1a-1f
Business Code
EDUCATIONAL & EXTRACURICULAR PROGRAMS
611600
105,562,933.
b
CLINICAL SERVICES
621400
2,774,656.
65
2,774,656.
c
AUXILLARY SERVICES
532000
12,549,963.
52,017.
7.
12,152,017.
2a
d
e
f
g
3
                   
  ATTACHMENT
         4        
                         


                 

All other program service revenue
Total. Add lines 2a-2f
Investment income (including dividends, interest, and
21,151.
151.
1,821,151.
Income from investment of tax-exempt bond proceeds
0
5
Royalties
0
6a
Gross rents
b
Less: rental expenses
c
d
Rental income or (loss)
Net rental income or (loss)

                      
and sales expenses
c
d
8a
6,254
6,254.
8,526,254.
,996,330.
996,330.
1,996,330.
Gain or (loss)
Net gain or (loss)
Gross income from fundraising
raising
g
events (not including $
0
7,119
7
7,119.
10,522,584.
Less: cost or other basis
1,818,232.
(ii)) Other
4,378.
Pu
bl
ic
b
Gross amount from sales of
assets other than inventory
2,919.
(ii) Personal
(i) Securities
7a
397,946.
In
sp
ec
tio
n
4
(i) Real
105,562,933.
120,887,552.
other similar amounts)
Other Revenue
(C)
Unrelated
business
revenue
183,297.
1c
d
C
op
y
Contributions, Gifts, Grants
Program Service Revenue and Other Similar Amounts






                  
Federated campaigns
b
1a
9

(B)
Related or
exempt
function
revenue
(A)
Total revenue
Page

2,741.
1,968,803.
1,968,803.
-145,048.
-145,048.
ATCH 5
183,297.
183,297

           ATCH
     6  






of contributions reported
1c).
ed on lline 1c
a
125,044.
Less: direct expenses
b
Net income or (loss) from fundraising events
270,092.
See Part IV, line 18
b
c
9a
b
c
10a
b
c
Gross income from gaming activities.
See Part IV, line 19
a
b
Less: direct expenses
Net income or (loss) from gaming activities
Gross sales of
inventory,
returns and allowances
0
less
a
b
Less: cost of goods sold
Net income or (loss) from sales of inventory
Miscellaneous Revenue
Business Code
0
11a
b
c
                    
              
d
All other revenue
e
Total. Add lines 11a-11d
Total revenue. See instructions
12
0
129,052,534.
120,489,606.
V 12-7.12
3,641,987.
Form
JSA
2E1051 1.000
NY2934 1783
400,865.
67971
990
(2012)
PAGE 12
PACIFIC UNIVERSITY
Part IX Statement of Functional Expenses
93-0386892
Form 990 (2012)
Page
10

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Check if Schedule O contains a response to any question in this Part IX
(A)
Total expenses
Do not include amounts reported on lines 6b, 7b,
8b, 9b, and 10b of Part VIII.


1
Grants and other assistance to governments and
2
Grants and other assistance to individuals in
the United States. See Part IV, line 22
3
Grants and other assistance to governments,
organizations, and individuals outside the
United States. See Part IV, lines 15 and 16
4
Benefits paid to or for members
5
Compensation of current officers, directors,
trustees, and key employees
6
Compensation not included above, to disqualified
(C)
Management and
general expenses
(D)
Fundraising
expenses
0
organizations in the United States. See Part IV, line 21
28,916,866.



           



                    




               




(B)
Program service
expenses
28,916,866.
0
0
1,204,610.
401,347.
803,263.
0
43,190,059.
29,491,886.
11,962,107.
11,9
,
3,449,246.
7,318,115.
3,263,794.
2,322,556.
6.
4,927,666.
666.
2,197,681.
7,681.
681.
persons described in section 4958(c)(3)(B)
7
Other salaries and wages
8
Pension plan accruals and contributions (include section
401(k) and 403(b) employer contributions)
9
10
11
Other employee benefits
Payroll taxes
Fees for services (non-employees):
0
202,013.
167,555.
0
0
,947.
47.
51,947.
b Legal
c Accounting
d Lobbying
e Professional fundraising services. See Part IV, line 17
f Investment management fees
g Other.
(If line 11g amount exceeds 10% of line 25, column
(A) amount, list line 11g expenses on Schedule O.)
Advertising and promotion
13
Office expenses
14
Information technology
15
Royalties
16
Occupancy
17
Travel
18
Payments of travel or entertainment
ent expenses
for any federal, state, or local public officials
offici
offic
19
Conferences, conventions, and
d meetings
20
Interest
21
Payments to affiliates
22
Depreciation, depletion, and amortization
23
Insurance
24
Other
Pu
b
lic
12





expenses.
Itemize
expenses
not
0
0
3,036
3,036,9
3,036,986.
0
0
3,455,046.
0
0
2,668,423.
4,456,064.
0
4,555,037.
0
991,806.
99
2,104,272.
2,
2
938,481.
1,736,066.
134,884.
286,177.
127,632.
202,013.
167,555.
In
sp
ec
tio
n
a Management
C
op
y
persons (as defined under section 4958(f)(1)) and
51,947.
2,044,960.
873,264.
118,762.
2,326,461.
993,474.
135,111.
1,796,788.
3,000,499.
767,286.
1,281,309.
104,349.
174,256.
3,067,143.
1,309,768.
178,126.
1,886,860.
1,359,889.
3,838,749.
2,559,536.
3,980,150.
94,119,037.
58,788.
580,716.
1,639,269.
199,077.
1,356,710.
26,281,105.
7,995.
78,976.
222,937.
45,807.
184,510.
3,535,588.
covered
above (List miscellaneous expenses in line 24e. If
line 24e amount exceeds 10% of line 25, column
(A) amount, list line 24e expenses on Schedule O.)
a INTERSCHOLASTIC
Total functional expenses. Add lines 1 through 24e
1,953,643.
2,019,581.
5,700,955.
2,804,420.
5,521,370.
123,935,730.
Joint costs. Complete this line only if the
organization reported in column (B) joint costs
from a combined educational campaign and
fundraising solicitation. Check here
if
following SOP 98-2 (ASC 958-720)
0
b EQUIPMENT
c ADMIN.
ACTIVITIES
COSTS
& MEALS SERVICES
d CATERING
e All other expenses
25
26
JSA
2E1052 1.000
NY2934 1783
     
Form
V 12-7.12
67971
990
(2012)
PAGE 13
PACIFIC UNIVERSITY
93-0386892
Form 990 (2012)
Page
Balance Sheet
Check if Schedule O contains a response to any question in this Part X




1
2
3
4
5
Cash - non-interest-bearing
Savings and temporary cash investments
Pledges and grants receivable, net
Accounts receivable, net
Loans and other receivables from current and former officers, directors,
trustees, key employees, and highest compensated employees.
Complete Part II of Schedule L
6
Loans and other receivables from other disqualified persons (as defined under section
4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers
and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary
organizations (see instructions). Complete Part II of Schedule L
(A)
Beginning of year
                        
                           
Notes and loans receivable, net
ATCH 7
Inventories for sale or use
ATCH 8
Prepaid expenses and deferred charges
Land, buildings, and equipment: cost or
170,218,188.
10a
other basis. Complete Part VI of Schedule D
50,644,198.
10b
b Less: accumulated depreciation
ATCH 9
11 Investments - publicly traded securities
12 Investments - other securities. See Part IV, line 11
13 Investments - program-related. See Part IV, line 11
14 Intangible assets
15 Other assets. See Part IV, line 11
16 Total assets. Add lines 1 through 15 (must equal line 34)
17 Accounts payable and accrued expenses
18 Grants payable
19 Deferred revenue
AT
ATCH
10
20 Tax-exempt bond liabilities
art IV of Schedule
Sche
S
D
21 Escrow or custodial account liability. Complete Part
nd former officers,
off
o
directors,
22 Loans and other payables to current and
trustees, key employees, highest compensated
employees, and
compensat
S edule L
disqualified persons. Complete Part II of Schedule
yable to unrelated
u late third parties
23 Secured mortgages and notes payable
yable
ble to unrelated
unre
third parties
24 Unsecured notes and loans payable
ederal income
incom tax, payables to related third
25 Other liabilities (including federal
es not
ot included
inclu
includ
parties, and other liabilities
on lines 17-24). Complete Part X
of Schedule D
thr
25
26 Total liabilities. Add lines 17 through
X and
Organizations that follow
ow SFAS
S
117 (ASC 958), check here
complete lines 27 through 29, and lines 33 and 34.
(B)
End of year
20,484,244.
2,576,239.
1,785,213.
1,895,173.

7
8
9
10 a
1
2
3
4
22,243,107.
287,379.
1,690,298.
782,576.
0 5
0
0
6,455,603.
396,960.
3,658,702.
58
6
7
8
9
121,371,391.
121,371,39
21,371,3
10c
25,898,509. 11
25,898
25,898,
8
8,12
8,129,087. 12
0 13
0 14
24,983,642. 15
217,634,763. 16
6,961,075. 17
0 18
4,894,494. 19
75,874,890. 20
0 21
119,573,990.
29,191,053.
11,739,648.
1,678,812.
0
25,574,637.
224,673,746.
7,327,306.
0
5,849,782.
74,500,437.
0



0 22
0 23
5,059,567. 24
0
0
4,273,371.
12,290,553. 25
105,080,579. 26
12,676,317.
104,627,213.
65,116,261. 27
12,883,129. 28
34,554,794. 29
68,846,455.
15,235,755.
35,964,323.
ec
tio
n
sp
In
Pu
b
                                 


                       




                       
Unrestricted net assets
Temporarily restricted net assets
Permanently restricted net assets
Organizations that do not follow SFAS 117 (ASC 958), check here
complete lines 30 through 34.
30
31
32
33
34
0
6,753,345.
451,227.
4,707,674.





                       





lic
Liabilities
Net Assets or Fund Balances
27
28
29
11

C
op
y
Assets
Part X
Capital stock or trust principal, or current funds
Paid-in or capital surplus, or land, building, or equipment fund
Retained earnings, endowment, accumulated income, or other funds
Total net assets or fund balances
Total liabilities and net assets/fund balances
and
30
31
32
112,554,184. 33
217,634,763. 34
120,046,533.
224,673,746.
Form 990 (2012)
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2E1053 1.000
NY2934 1783
V 12-7.12
67971
PAGE 14
PACIFIC UNIVERSITY
93-0386892
Form 990 (2012)
Part XI
1
2
3
4
5
6
7
8
9
10
Page
              129,052,534.
 X

123,935,730.

5,116,804.

112,554,184.

2,624,389.

0

0

0

-248,844.

120,046,533.

Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII                 
Total revenue (must equal Part VIII, column (A), line 12)
Total expenses (must equal Part IX, column (A), line 25)
Revenue less expenses. Subtract line 2 from line 1
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))
Net unrealized gains (losses) on investments
Donated services and use of facilities
Investment expenses
Prior period adjustments
Other changes in net assets or fund balances (explain in Schedule O)
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line
33, column (B))
Part XII
12
Reconciliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI
1
2
3
4
5
6
7
8
9
10
X Accrual
Accounting method used to prepare the Form 990:
Cash
Other
"Other,
he
If the organization changed its method of accounting from a prior year or checked "Other,"
explain in
Schedule O.
2 a Were the organization's financial statements compiled or reviewed by an independent
ent accountant?
If "Yes," check a box below to indicate whether the financial statements for the year were
we compiled or
reviewed on a separate basis, consolidated basis, or both:
Yes
No
1
2a

2b
X
2c
X
3a
X
3b
X
Form
990
Separate basis
Consolidated basis
C
op
y

ed and
nd
d separate
sepa
Both consolidated
basis
tio
n
b Were the organization's financial statements audited by an independent
nt accountant?
accounta
accoun t?
If "Yes," check a box below to indicate whether the financial statements
atements
ments for the
th year were audited on a
separate basis, consolidated basis, or both:
X Separate basis
Consolidated basis
Both
and separate basis
h consolidated
consolida
X
sp
ec
mittee
e that assumes
assu
a
c If "Yes" to line 2a or 2b, does the organization have a committee
responsibility for oversight
ments
ts and selection
se
selec
of the audit, review, or compilation of its financial statements
of an independent accountant?
cess
ss or selection
selectio
sele
If the organization changed either its oversight process
process during the tax year, explain in
Schedule O.
3 a As a result of a federal award, was the organization
nization
ation required
require to undergo an audit or audits as set forth in
the Single Audit Act and OMB Circular A-133?
?
b If "Yes," did the organization undergo the
he required
r uired audit
au
or audits? If the organization did not undergo the
required audit or audits, explain why in
n Schedule
Schedu O and
a describe any steps taken to undergo such audits
(2012)
Pu
b
lic
In

JSA
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PAGE 15
SCHEDULE A
(Form 990 or 990-EZ)
OMB No. 1545-0047
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Department of the Treasury
Internal Revenue Service
Name of the organization


Attach to Form 990 or Form 990-EZ.
Open to Public
Inspection
See separate instructions.
Employer identification number
PACIFIC UNIVERSITY
93-0386892
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
Part I
sp
ec
tio
n
C
op
y
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2 X A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
3
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the
4
hospital's name, city, and state:
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
An organization that normally receives a substantial part of its support from a governmental
en unit or from the general public
7
described in section 170(b)(1)(A)(vi). (Complete Part II.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
m contributions,
contribution
contributions membership fees, and gross
An organization that normally receives: (1) more than 33 1/3 % of its support from
and (2) no more than 33 1/3% of its
receipts from activities related to its exempt functions - subject to certain exceptions, a
support from gross investment income and unrelated business taxable
section 511 tax) from businesses
e income (less
(le
). (Complete
omplete Pa
Part III.)
acquired by the organization after June 30, 1975. See section 509(a)(2).
10
fety. S
section 509(a)(4).
An organization organized and operated exclusively to test for public safety.
See sec
An organization organized and operated exclusively for the benefit
enefit
efit of, to perform
p
the functions of, or to carry out the
11
purposes of one or more publicly supported organizations described
509(a)(1) or section 509(a)(2). See section
escribed in section
ssec
ing organization
organizatio
organiza
and complete lines 11e through 11h.
509(a)(3). Check the box that describes the type of supporting
a
Type I
b
Type II
c
Type III-Functionally
unctionally
ionally in
integ
integrated
d
Type III-Non-functionally integrated
e
By checking this box, I certify that the organization
on iss not cont
co
controlled directly or indirectly by one or more disqualified
persons other than foundation managers and other
er than one or more publicly supported organizations described in section
509(a)(1) or section 509(a)(2).
f
rmination
ination from the IRS that it is a Type I, Type II, or Type III supporting
If the organization received a written determination
organization, check this box
g
Since August 17, 2006, has the organization
iza n accepted
acce
accepte any gift or contribution from any of the
following persons?
Yes No
(i) A person who directly or indirectly
ndirectly controls,
co
either alone or together with persons described in (ii)
11g(i)
rning
ning body o
of the supported organization?
and (iii) below, the governing
11g(ii)
(ii) A family member of a person
rson de
desc
described in (i) above?
11g(iii)
(iii) A 35% controlled entity of a pe
person described in (i) or (ii) above?
h
Provide the following information about the supported organization(s).
(i) Name of supported
organization
Pu
b
lic
In

(ii EIN
(ii)
E



(iii) Type of organization
(described on lines 1-9
above or IRC section
(see instructions))
(iv) Is the
organization in
col. (i) listed in
your governing
document?
Yes
No
(v) Did you notify
(vi) Is the
the organization
organization in
in col. (i) of
col. (i) organized
your support?
in the U.S.?
Yes
No
Yes
(vii) Amount of monetary
support
No
(A)
(B)
(C)
(D)
(E)
Total
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Schedule A (Form 990 or 990-EZ) 2012
JSA
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NY2934 1783
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PAGE 16
PACIFIC UNIVERSITY
93-0386892
Schedule A (Form 990 or 990-EZ) 2012
Page
2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under
Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)

1
Gifts,
grants,
contributions,
and
membership fees received. (Do not
include any "unusual grants.")
2
Tax
revenues
levied
for
the
organization's benefit and either paid
to or expended on its behalf
3
The value of services or facilities
furnished by a governmental unit to the
organization without charge
4
Total. Add lines 1 through 3
5
The portion of total contributions by
each
person
(other
than
a
governmental
unit
or
publicly
supported organization) included on
line 1 that exceeds 2% of the amount
shown on line 11, column (f)
Public support. Subtract line 5 from line 4.
(b) 2009
(c) 2010
(a) 2008
(b) 2009
(c) 20
2010
(e) 2012
(f) Total
(e) 2012
(f) Total





         
Amounts from line 4
Gross income from interest, dividends,
payments received on securities loans,
rents, royalties and income from similar
sources

9
Net income from unrelated business
activities, whether or not the business
is regularly carried on
10
Other income. Do not include gain or
loss from the sale of capital assets
(Explain in Part IV.)



(d) 2011
In
sp
ec
tio
n
Section B. Total Support
Calendar year (or fiscal year beginning in)
7
8
(d) 2011
C
op
y
6
(a) 2008


Section C. Computation of Public
lic Support
Suppor Percentage




Total support. Add lines 7 through 10
12
Gross receipts from related activities, etc. (see
ee instructio
instructions)
Pu
bl
ic
11
12
13
First five years. If the Form 990 is for
or the org
organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3)
organization, check this box and stop here
14
14 Public support percentage for 2012 (lin
(li
(line 6, column (f) divided by line 11, column (f))
15
15 Public support percentage
e from 201
2011 Schedule A, Part II, line 14
16a 33 1/3 % support test - 2012.
2 If
I the organization did not check the box on line 13, and line 14 is 33 1/3 % or more, check
this box and stop here. The organization qualifies as a publicly supported organization
b 33 1/3 % support test - 2011. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3 % or more,
check this box and stop here. The organization qualifies as a publicly supported organization
17a 10%-facts-and-circumstances test - 2012. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is
10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in
Part IV how the organization meets the "facts-and-circumstances” test. The organization qualifies as a publicly supported
organization
b 10%-facts-and-circumstances test - 2011. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization
18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
%
%



Schedule A (Form 990 or 990-EZ) 2012
JSA
2E1220 1.000
NY2934 1783
V 12-7.12
67971
PAGE 17
PACIFIC UNIVERSITY
93-0386892
Schedule A (Form 990 or 990-EZ) 2012
Page
3
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II.
If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Part III
Calendar year (or fiscal year beginning in)
1

(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
(e) 2012
(f) Total
Gifts, grants, contributions, and membership fees
received. (Do not include any "unusual grants.")
2
Gross receipts from admissions, merchandise
sold
or
services
performed,
or
facilities


furnished in any activity that is related to the
organization's tax-exempt purpose
3
Gross receipts from activities that are not an
unrelated trade or business under section 513
4
Tax
revenues
levied
for
the

organization's benefit and either paid
to or expended on its behalf
5
The
value
of
services
or
facilities



organization without charge
6
Total. Add lines 1 through 5
C
op
y
furnished by a governmental unit to the
received
from
other than
disqualified
persons that exceed the greater of $5,000
or 1% of the amount on line 13 for the year


Section B. Total Support
          
8
c Add lines 7a and 7b
Public support (Subtract line 7c from
line 6.)
Calendar year (or fiscal year beginning in)
9 Amounts from line 6
10 a Gross income from interest, dividends,
payments received on securities loans,
rents, royalties and income from similar
sources

section 511
(a) 2008
(b) 2009
(c) 2010
(d) 2011
Pu
bl
ic
b Unrelated business taxable income (less
In
sp
ec
tio
n
7 a Amounts included on lines 1, 2, and 3
received from disqualified persons
b Amounts included on lines 2 and 3


taxes) from businesses
acquired after June 30, 1975
c Add lines 10a and 10b
11
12
Net income from unrelated business
activities not included in line 10b,
s re
regular
whether or not the business is
regularly
carried on
Other income. Do not include gain or
loss from the sale of capital assets
(Explain in Part IV.)



13
Total support. (Add lines 9, 10c, 11,
14
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3)
and 12.)
organization, check this box and stop here
                                              
                      
Section C. Computation of Public Support Percentage
15
Public support percentage for 2012 (line 8, column (f) divided by line 13, column (f))
15
16
Public support percentage from 2011 Schedule A, Part III, line 15
16
Section D. Computation of Investment Income Percentage


17
Investment income percentage for 2012 (line 10c, column (f) divided by line 13, column (f))
17
18
Investment income percentage from 2011 Schedule A, Part III, line 17
18
%
%
19 a 33 1/3 % support tests - 2012. If the organization did not check the box on line 14, and line 15 is more than 33 1/3 %, and line
17 is not more than 33 1/3 %, check this box and stop here. The organization qualifies as a publicly supported organization
b 33 1/3 % support tests - 2011. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3 %, and
20
line 18 is not more than 33 1/3 %, check this box and stop here. The organization qualifies as a publicly supported organization
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
JSA
2E1221 1.000
%
%



Schedule A (Form 990 or 990-EZ) 2012
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PAGE 18
PACIFIC UNIVERSITY
93-0386892
Schedule A (Form 990 or 990-EZ) 2012
Page
4
Supplemental Information. Complete this part to provide the explanations required by Part II, line 10;
Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See
instructions).
Pu
b
lic
In
sp
ec
tio
n
C
op
y
Part IV
Schedule A (Form 990 or 990-EZ) 2012
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PAGE 19
Schedule B

(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
OMB No. 1545-0047
Attach to Form 990, Form 990-EZ, or Form 990-PF.

Name of the organization
Employer identification number
PACIFIC UNIVERSITY
93-0386892
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
X
501(c)( 3
) (enter number) organization
4947(a)(1) nonexempt charitable trust not treated as a private foundation
527 political organization
501(c)(3) exempt private foundation
y
Form 990-PF
C
tio
n
501(c)(3) taxable private foundation
op
rivate founda
4947(a)(1) nonexempt charitable trust treated as a private
foundation
ec
e.
Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes
es
s for both the
th General
G
Rule and a Special Rule. See
instructions.
sp
General Rule
In
For an organization filing Form 990, 990-EZ, orr 990-PF
90-PF th
that rreceived, during the year, $5,000 or more (in money or
te Parts I and II.
I
property) from any one contributor. Complete
For a section 501(c)(3) organization
ation
ion filing Fo
F
Form 990 or 990-EZ that met the 33 1/3 % support test of the regulations
d 170(b)(1)(A
under sections 509(a)(1) and
170(b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of
2) 2% of
o the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1.
the greater of (1) $5,000 or (2)
Complete Parts I and II.
Pu
b
X
lic
Special Rules
(8 or (10) organization filing Form 990 or 990-EZ that received from any one contributor,
For a section 501(c)(7), (8),
during the year, total contributions of more than $1,000 for use exclusively for religious, charitable, scientific, literary,
or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did
not total to more than $1,000. If this box is checked, enter here the total contributions that were received during the
year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule
applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or
$
more during the year
 
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer "No" on Part IV, line 2 of its Form 990; or check the box on line H of its Form 990-EZ or on
Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF.
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
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Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Name of organization
PACIFIC UNIVERSITY
Employer identification number
93-0386892
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
1
229,804.
$
(d)
Type of contribution
Person
Payroll
Noncash
X
(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
2
op
y
200,000.
00,000.
,000.
(b)
Name, address, and ZIP + 4
(c)
Tota contributions
Total
ntrib
In
sp
ec
tio
n
(a)
No.
C
$
3
$
(a)
No.
(b)
P+4
Name, address, and ZIP
(a)
No.
$
Person
Payroll
Noncash
X
(Complete Part II if there is
a noncash contribution.)
(d)
Type of contribution
Person
Payroll
Noncash
X
(Complete Part II if there is
a noncash contribution.)
(c)
Total contributions
Pu
bl
ic
4
200,000.
(d)
Type of contribution
103,756.
(d)
Type of contribution
Person
Payroll
Noncash
X
(Complete Part II if there is
a noncash contribution.)
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
$
(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
$
(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
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PAGE 21
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Name of organization
Part II
Page
PACIFIC UNIVERSITY
3
Employer identification number
93-0386892
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
$
(b)
Description of noncash property given
C
op
y
(a) No.
from
Part I
$
(b)
Description of noncash property given
In
sp
ec
tio
n
(a) No.
from
Part I
(c)
V (or estimate)
FMV
(see instructions)
(d)
Date received
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
$
(a) No.
from
Part I
(b)
ash property
operty gi
Description of noncash
given
Pu
bl
ic
(a) No.
from
Part I
$
(b)
Description of noncash property given
$
(a) No.
from
Part I
(b)
Description of noncash property given
$
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
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PAGE 22
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Name of organization
Page
PACIFIC UNIVERSITY
4
Employer identification number
93-0386892
Part III Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.)
$
Use duplicate copies of Part III if additional space is needed.

(a) No.
from
Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
(b) Purpose of gift
(c) Use of gift
tio
n
(a) No.
from
Part I
Relationship of transferor to transferee
C
op
y
Transferee's name, address, and ZIP + 4
( D
(d)
Description of how gift is held
nsfer
fer of gift
(e) Transfer
(b) Purpose of gift
(d) Description of how gift is held
(e) Transfer of gift
e's name,
na
Transferee's
address, and ZIP + 4
(a) No.
from
Part I
Relationship of transferor to transferee
(c) Use of gift
Pu
bl
ic
(a) No.
from
Part I
In
sp
ec
Transferee's name, address, and ZIP + 4
(b) Purpose of gift
Relationship of transferor to transferee
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP + 4
Relationship of transferor to transferee
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
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PAGE 23
Political Campaign and Lobbying Activities
SCHEDULE C
OMB No. 1545-0047
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service







For Organizations Exempt From Income Tax Under section 501(c) and section 527

Complete if the organization is described below.
Attach to Form 990 or Form 990-EZ.
See separate instructions.

Open to Public
Inspection
If the organization answered "Yes," to Form 990, Part IV, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes," to Form 990, Part IV, line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes," to Form 990, Part IV, line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of organization
Employer identification number
PACIFIC UNIVERSITY
93-0386892
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

                                           
Part
I-B
4
Part I-C
3
4
5
Yes
No
Yes
No
Complete if the organization is exempt under section
ection
tion 501(c),
501(
501(c) except section 501(c)(3).
 
 
 

Enter the amount directly expended by the filing organization
on for
or section
sectio 527 exempt function
$
activities
Enter the amount of the filing organization's funds contributed
ntributed
buted to other
oth organizations for section
$
527 exempt function activities
Total exempt function expenditures. Add lines 1 and 2. Ent
En
Enter here and on Form 1120-POL,
$
line 17b
Did the filing organization file Form 1120-POL
OL forr this year?
yyea
Yes
No
Enter the names, addresses and employer
yer ident
identi
identification
atio number (EIN) of all section 527 political organizations to which the filing
ach
ch organiza
organization made payments. For each
organization listed, enter the amount paid from the filing organization's funds. Also enter
ons received
receive that were promptly and directly delivered to a separate political organization, such
the amount of political contributions
as a separate segregated fund or a politic
political action committee (PAC). If additional space is needed, provide information in Part IV.
sp
2
$
$
In
1
 
 
                                              
Complete if the organization is exempt under section 501(c)(3).
95
Enter the amount of any excise tax incurred by the organization under section 4955
er ssection
ction
tion 49
4955
Enter the amount of any excise tax incurred by organization managers under
his year?
If the organization incurred a section 4955 tax, did it file Form 4720 for this
Was a correction made?
If "Yes," describe in Part IV.
ec
tio
n
1
2
3
4a
b
C
op
y
Provide a description of the organization's direct and indirect political campaign activities in Part
art IV.
$
Political expenditures
Volunteer hours
(a) Name
Pu
bl
ic
1
2
3
(b) Address
(c) EIN
(d) Amount paid from
filing organization's
funds. If none, enter -0-.
(e) Amount of political
contributions received and
promptly and directly
delivered to a separate
political organization. If
none, enter -0-.
(1)
(2)
(3)
(4)
(5)
(6)
Schedule C (Form 990 or 990-EZ) 2012
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
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PAGE 24
PACIFIC UNIVERSITY
93-0386892
Page 2
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under
section 501(h)).
if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's
name, address, EIN, expenses, and share of excess lobbying expenditures).
if the filing organization checked box A and "limited control" provisions apply.
Schedule C (Form 990 or 990-EZ) 2012
Part II-A

Check 
A Check
B
1a
b
c
d
e
f
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)





(a) Filing
organization's totals
(b) Affiliated
group totals
Total lobbying expenditures to influence public opinion (grass roots lobbying)
Total lobbying expenditures to influence a legislative body (direct lobbying)
Total lobbying expenditures (add lines 1a and 1b)
Other exempt purpose expenditures
Total exempt purpose expenditures (add lines 1c and 1d)
Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
If the amount on line 1e, column (a) or (b) is: The lobbying nontaxable amount is:
20% of the amount on line 1e.
Over $500,000 but not over $1,000,000
$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000
$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000
$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000
$1,000,000.
C
op
y




Grassroots nontaxable amount (enter 25% of line 1f)
Subtract line 1g from line 1a. If zero or less, enter -0Subtract line 1f from line 1c. If zero or less, enter -0If there is an amount other than zero on either line 1h or line 1i, did the organization
organiz
organizatio
file Form 4720
reporting section 4911 tax for this year?
In
sp
ec
tio
n
g
h
i
j
Not over $500,000
Yes
No
4-Year Averaging Period Under
der Section 501(h)
50
lection
ction do not
n have to complete all of the five
(Some organizations that made a section 501(h) election
ns for lines 2a through
t
columns below. See the instructions
2f on page 4.)
s During
uring 4-Y
4-Yea
Lobbying Expenditures
4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
2 a Lobbying nontaxable amount
(b) 2010
01
(c) 2011
(d) 2012
(e) Total
Pu
bl
ic
b Lobbying ceiling amount
(a) 2009
(150% of line 2a, column (e))
c Total lobbying expenditures
d Grassroots nontaxable amountt
e Grassroots ceiling amount
(150% of line 2d, column (e))
f
Grassroots lobbying expenditures
Schedule C (Form 990 or 990-EZ) 2012
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PAGE 25
PACIFIC UNIVERSITY
93-0386892
Page
Schedule C (Form 990 or 990-EZ) 2012
Part II-B
For each "Yes," response to lines 1a through 1i below, provide in Part IV a detailed
description of the lobbying activity.
No
X
Amount
X
X
X
X
X
X
69,959.
X
X
69,959.
X
Complete if the organization is exempt under section 501(c)(4),
(c) 4), section
sect
501(c)(5), or section
501(c)(6).
tio
n
Part III-A
1
2
3
Yes
(b)
op
y
d

                                       

                       


                                          


    
(a)
C
a
b
c
d
e
f
g
h
i
j
2a
b
c
During the year, did the filing organization attempt to influence foreign, national, state or local
legislation, including any attempt to influence public opinion on a legislative matter or
referendum, through the use of:
Volunteers?
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)?
Media advertisements?
Mailings to members, legislators, or the public?
Publications, or published or broadcast statements?
Grants to other organizations for lobbying purposes?
Direct contact with legislators, their staffs, government officials, or a legislative body?
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means?
Other activities?
Total. Add lines 1c through 1i
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)?
)?
If "Yes," enter the amount of any tax incurred under section 4912
tion 4912
If "Yes," enter the amount of any tax incurred by organization managers under section
iss year?
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this

                 
Were substantially all (90% or more) dues received nondeductible by
y members?
Did the organization make only in-house lobbying expenditures of $2,000
less?
2,000 or les
Did the organization agree to carry over lobbying and politicall expenditures
the prior year?
penditure from
f
Part III-B
In
sp
ec
1
Yes
No
1
2
3
Complete if the organization is exempt under
nderr section
sectio 501(c)(4),
5
section 501(c)(5), or section
501(c)(6) and if either (a) BOTH Part III-A,
A, lines 1 and
a 2, are answered "No," OR (b) Part III-A, line 3, is
answered "Yes."

1
2
Dues, assessments and similar amounts from members
mbers
bers
Section 162(e) nondeductible lobbying and
d political expenditures
ex
(do not include amounts of
w
political expenses for w hich the section 527
527(f) tax was
paid).
a Current year
b Carryover from last year
c Total
3
Aggregate amount reported in section
ction 603
6033(e)(1)(A) notices of nondeductible section 162(e) dues
4
If notices were sent and the
he amount on
o line 2c exceeds the amount on line 3, what portion of the
excess does the organization
tion agree to carryover to the reasonable estimate of nondeductible lobbying
xt ye
year
and political expenditure next
year?
5
Taxable amount of lobbying and political expenditures (see instructions)
Pu
b
lic




Part IV
3
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768
(election under section 501(h)).
                                      
1
2a
2b
2c
3
4
5
Supplemental Information
Complete this part to provide the descriptions required for Part I-A, line 1; Part I-B, line 4; Part I-C, line 5; Part II-A (affiliated group
list); Part II-A, line 2; and Part II-B, line 1. Also, complete this part for any additional information.
Schedule C (Form 990 or 990-EZ) 2012
JSA
2E1266 1.000
NY2934 1783
V 12-7.12
67971
PAGE 26
PACIFIC UNIVERSITY
93-0386892
Schedule C (Form 990 or 990-EZ) 2012
Page
4
Supplemental Information (continued)
Pu
b
lic
In
sp
ec
tio
n
C
op
y
Part IV
Schedule C (Form 990 or 990-EZ) 2012
JSA
2E1500 1.000
NY2934 1783
V 12-7.12
67971
PAGE 27
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Name of the organization

OMB No. 1545-0047
Supplemental Financial Statements

Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
Attach to Form 990.
See separate instructions.


Open to Public
Inspection
Employer identification number
PACIFIC UNIVERSITY
93-0386892
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the
organization answered "Yes" to Form 990, Part IV, line 6.




(a) Donor advised funds
(b) Funds and other accounts
Total number at end of year
Aggregate contributions to (during year)
Aggregate grants from (during year)
Aggregate value at end of year
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization’s property, subject to the organization's exclusive legal control?
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used
oth purpose
only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other
conferring impermissible private benefit?
6


Yes
No
Yes
No
op
y
1
2
3
4
5
Conservation Easements. Complete if the organization answered "Yes" to Form 990,
99
990 Part IV, line 7.
Part II
Purpose(s) of conservation easements held by the organization (check all that apply).
1
C
Preservation of land for public use (e.g., recreation or education)
Preservation
eservation of an
a historically important land area
eservation of a certified historic structure
Protection of natural habitat
Preservation
Preservation of open space
Complete lines 2a through 2d if the organization held a qualified conservation
vation
ion contribution
co
con but
in the form of a conservation
easement on the last day of the tax year.
n
2
In
sp
ec
tio




Held at the End of the Tax Year
6
2a
Total number of conservation easements
2b
Total acreage restricted by conservation easements
2c
c structure
ucture included
in
inclu
Number of conservation easements on a certified historic
in (a)
quired
red after 8/1
Number of conservation easements included in (c) acquired
8/17/06, and not on a
2d
historic structure listed in the National Register
ransferred,
sferred, rele
Number of conservation easements modified, transferred,
released, extinguished, or terminated by the organization during the
tax year
c servation
serva
Number of states where property subject to conservation
easement is located
olicy regarding
rega
regar ng the periodic monitoring, inspection, handling of
Does the organization have a written policy
onservation
nservation easements it holds?
violations, and enforcement of the conservation
Yes
No
d to monitor
Staff and volunteer hours devoted
monitoring, inspecting, and enforcing conservation easements during the year
7
ed in monitoring,
monito
monit
Amount of expenses incurred
inspecting, and enforcing conservation easements during the year
8
em
eme
Does each conservation easement
reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)
(i) and section 170(h)(4)(B)(ii)?
Yes
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes the
organization’s accounting for conservation easements.
a
b
c
d


9
$
Part III
1a
b
2
a
b


Pu
b
4
5
lic

3

No
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet
works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of
public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet
works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of
public service, provide the following amounts relating to these items:
(i) Revenues included in Form 990, Part VIII, line 1
$
$
(ii) Assets included in Form 990, Part X
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
Revenues included in Form 990, Part VIII, line 1
$
Assets included in Form 990, Part X
$

                                   
                                     
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
JSA
2E1268 1.000
NY2934 1783
V 12-7.12
Schedule D (Form 990) 2012
67971
PAGE 28
PACIFIC UNIVERSITY
93-0386892
Page 2
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
Schedule D (Form 990) 2012
Part III
3
Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its
collection items (check all that apply):
Public exhibition
Loan or exchange programs
a
d
Scholarly research
Other
b
e
Preservation for future generations
c
4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part
XIII.
5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization's collection?
Yes
No
Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990, Part IV,
line 9, or reported an amount on Form 990, Part X, line 21.





                          
Part V
In
sp
ec
tio
n
C
op
y
1a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X?
b If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance
1c
d Additions during the year
d
1d
e Distributions during the year
1e
f Ending balance
1f
2a Did the organization include an amount on Form 990, Part X, line 21?
n has
as been
be
b n provided
pro
b If "Yes," explain the arrangement in Part XIII. Check here if the explanation
in Part XIII
Yes
No
Yes
No
Endowment Funds. Complete if the organization answered
ered
d "Yes" to
t Form 990, Part IV, line 10.







(a) Current year
(b) Prior year
ar
(c) Tw
Two years back
(d) Three years back
(e) Four years back
34,218,935.
1,214,634.
35,425,366.
25,366.
,366.
596,897.
6,897
30,601,967.
3
839,549.
25,570,959.
3,903,626.
26,588,734.
3,513,711.
4,327,152.
700,713.
3.
-560,319.
-560
-560,3
683,848.
683
6
5,190,726.
627,812.
2,326,380.
633,447.
-3,346,086.
638,713.
,713.
559,161.
579,065.
565,521.
1,185,400.
38,421,295.
8,421, 5.
5
34,218,935.
35,425,365.
30,601,997.
25,570,959.
Pu
bl
ic
1a Beginning of year balance
b Contributions
c Net investment earnings, gains,
and losses
d Grants or scholarships
e Other expenditures for facilities
and programs
f Administrative expenses
g End of year balance
2
a
b
c

Provide the estimated percentage of the
he current year
y
end balance (line 1g, column (a)) held as:
Board designated or quasi-endowment
wment
ment
37.5500 %
Permanent endowment
46.1800
6. 800
80 %
owment
Temporarily restricted endowment
16.2700 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:
(i) unrelated organizations
(ii) related organizations
b If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R?
4 Describe in Part XIII the intended uses of the organization's endowment funds.





Part VI
Yes
No
X
X
X
3a(i)
3a(ii)
3b
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property





(a) Cost or other basis
(b) Cost or other basis
(c) Accumulated
(investment)
(other)
depreciation
1a Land
6,496,765.
b Buildings
138,197,369. 33,877,945.
c Leasehold improvements
d Equipment
17,385,117. 12,820,356.
e Other
8,138,937. 3,945,897.
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)

(d) Book value
6,496,765.
104,319,424.
4,564,761.
4,193,040.
119,573,990.
Schedule D (Form 990) 2012
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PAGE 29
PACIFIC UNIVERSITY
93-0386892
Schedule D (Form 990) 2012
Part VII
Page
(a) Description of security or category
(including name of security)
(b) Book value
(c) Method of valuation:
Cost or end-of-year market value


(1) Financial derivatives
(2) Closely-held equity interests
(3) Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)
Part VIII
3
Investments - Other Securities. See Form 990, Part X, line 12.

Investments - Program Related. See Form 990, Part X, line 13.
(b) Book value
(c) Meth
Method
et
of valuation:
Costt or end-of-year
market value
end-of-y
end-
C
op
y
(a) Description of investment type
In
sp
ec
tio
n
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 13.)
Part IX

Other Assets. See Form 990, Part X, line
ne 15.
(a) Description
Pu
bl
ic
(1) DEPOSITS WITH BOND TRUSTEE
(2) FUNDS HELD IN TRUST BY OTHERS
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 15.)
Part X
1.
(b) Book value
6,538,667.
19,035,970.
 
25,574,637.
Other Liabilities. See Form 990, Part X, line 25.
(a) Description of liability
(1) Federal income taxes
(2) FACULTY CONTRACTS PAYABLE
(3) REFUNDABLE DEPOSITS
(4) CAPITAL LEASE OBLIGATION
(5) ASSET RETIREMENT OBLIGATION
(6) EMPLOYMENT BENEFITS
(7) US GOVERNMENT GRANTS REFUNDABL
(8)
(9)
(10)
(11)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 25.)
(b) Book value
2,696,783.
781,249.
137,195.
1,259,790.
676,308.
7,124,992.

12,676,317.

2. FIN 48 (ASC 740) Footnote. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's
liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
X
JSA
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Schedule D (Form 990) 2012
V 12-7.12
67971
PAGE 30
PACIFIC UNIVERSITY
93-0386892
Schedule D (Form 990) 2012
Part XI
a
b
c
d
e
3
4
a
b
c
5
Part XII
a
b
c
d
e
3
4
a
b
c
5

29,013,426.

                                            
1
102,781,305.
2e
3
2,742,197.
100,039,108.
4c
5
29,013,426.
129,052,534.
4a
4b
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return





                                          

28,646,774.

                                            
Total expenses and losses per audited financial statements
Amounts included on line 1 but not on Form 990, Part IX, line 25:
Donated services and use of facilities
Prior year adjustments
Other losses
Other (Describe in Part XIII.)
Add lines 2a through 2d
Subtract line 2e from line 1
Amounts included on Form 990, Part IX, line 25, but not on line 1:
Investment expenses not included on Form 990, Part VIII, line 7b
Other (Describe in Part XIII.)
Add lines 4a and 4b
Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line
li 18.)
Part XIII
4
2a
2b
2c
2d
Supplemental Information
1
95,288,956.
2e
3
95,288,956.
4c
5
28,646,774.
123,935,730.
2a
2b
2c
2d
C
op
y
1
2

2,624,389.



117,808.

                                          
Total revenue, gains, and other support per audited financial statements
Amounts included on line 1 but not on Form 990, Part VIII, line 12:
Net unrealized gains on investments
Donated services and use of facilities
Recoveries of prior year grants
Other (Describe in Part XIII.)
Add lines 2a through 2d
Subtract line 2e from line 1
Amounts included on Form 990, Part VIII, line 12, but not on line 1 :
Investment expenses not included on Form 990, Part VIII, line 7b
Other (Describe in Part XIII.)
Add lines 4a and 4b
Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.)
In
sp
ec
tio
n
1
2
Page
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
4
4a
4b
Complete this part to provide the descriptions required for Part
art II, lines 3,
3 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part
art XII, lines
line 2d and 4b. Also complete this part to provide any additional
information.
Pu
bl
ic
SEE PAGE 5
Schedule D (Form 990) 2012
JSA
2E1271 1.000
NY2934 1783
V 12-7.12
67971
PAGE 31
PACIFIC UNIVERSITY
Supplemental Information (continued)
93-0386892
Schedule D (Form 990) 2012
Part XIII
Page
5
OTHER EXCLUDED REVENUE
SCHEDULE D, PART XI, LINE 2D
SPLIT INTEREST AGREEMENTS
117,808
-------
TOTAL ADJUSTMENT
117,808
y
OTHER INCLUDED REVENUE
(5,408)
28,916,866
tio
SCHOLARSHIP - RECLASS
(270,092)
n
DIRECT FUNDRAISING EXPENSE - RECLASS
C
PARTNERSHIP K-1 LOSS
op
SCHEDULE D, PART XII, LINE 4B
372,060
060
0
ec
ACTUARIAL ADJUSTMENT
sp
---------------------29,013,426
29,013,4
29,013,42
Pu
b
OTHER INCLUDED EXPENSES
lic
In
TOTAL
SCHEDULE D, PART XIII,
, LINE 4B
DIRECT FUNDRAISING EXPENSE - RECLASS
SCHOLARSHIP - RECLASS
(270,092)
28,916,866
----------
TOTAL
28,646,774
Schedule D (Form 990) 2012
JSA
2E1226 2.000
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V 12-7.12
67971
PAGE 32
PACIFIC UNIVERSITY
Supplemental Information (continued)
93-0386892
Schedule D (Form 990) 2012
Part XIII
Page
5
ENDOWMENT FUNDS
PART V, LINE 4
THE ENDOWMENT FUNDS ARE USED TO HELP THE UNIVERSITY PLAN BEYOND THE
CURRENT YEAR. THE FUND GROWS EACH YEAR THROUGH ADDITIONAL GIFTS AND
SUCCESSFUL INVESTING. THE ENDOWMENT PRIMARILY PROVIDES FUNDING FOR
SCHOLARSHIPS, PROFESSORSHIPS AND OTHER SCHOOL PROGRAMS EACH YEAR.
y
FIN 48 FOOTNOTE
op
PART X, LINE 2
C
THE INTERNAL REVENUE SERVICE HAS RECOGNIZED THE UNIVERSITY
FROM
Y AS EXEMPT
EXEMP
EXE
n
FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL
CODE
RNAL
AL REVENUE
R VEN
tio
(IRC) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3)
(C)(3) OF
O THE IRC EXCEPT
MANAGEMENT BELIEVES THAT UNRELATED BUSINESS
TAX, IF ANY, IS
USINESS INCOME
I
sp
515.
ec
TO THE EXTENT OF UNRELATED BUSINESS INCOME UNDER
511 THROUGH
NDER
R SECTIONS
SECTIO
SECT
In
IMMATERIAL, AND THEREFORE, NO TAX PROVISION
OVISION
ISION HAS
HA BEEN MADE.
lic
THE UNIVERSITY ACCOUNTS FOR INCOME
IN ACCORDANCE WITH FASB ASC NO.
NCOME TAXES
TA
T
Pu
b
740-10, ACCOUNTING FOR UNCERTAINTY
IN INCOME TAXES - AN INTERPRETATION OF
NCERTAINT
ERTAIN
FASB STATEMENT 109, WHICH CLARIFIES
THE ACCOUNTING FOR UNCERTAINTY IN
CLA
INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS AND
PRESCRIBES A THRESHOLD OF MORE LIKELY THAN NOT FOR RECOGNITION OF TAX
BENEFITS OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A
TAX RETURN.
ASC 740-10 ALSO PROVIDES RELATED GUIDANCE ON MEASUREMENT,
DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURE.
Schedule D (Form 990) 2012
JSA
2E1226 2.000
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PAGE 33
SCHEDULE E
(Form 990 or 990-EZ)

OMB No. 1545-0047
Schools

Complete if the organization answered "Yes" to Form 990,

Part IV, line 13, or Form 990-EZ, Part VI, line 48.
Department of the Treasury
Internal Revenue Service
Name of the organization
Open to Public
Inspection
Attach to Form 990 or Form 990-EZ.
Employer identification number
PACIFIC UNIVERSITY
Part I
93-0386892
YES

1
X

2
X

3
X
4a
X
4b
X
4c
4d
X
X
Does the organization have a racially nondiscriminatory policy toward students by statement in its charter,
bylaws, other governing instrument, or in a resolution of its governing body?
Does the organization include a statement of its racially nondiscriminatory policy toward students in all its
brochures, catalogues, and other written communications with the public dealing with student admissions,
programs, and scholarships?
Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media
during the period of solicitation for students, or during the registration period if it has no solicitation program,
in a way that makes the policy known to all parts of the general community it serves? If "Yes," please
describe. If "No," please explain. If you need more space, use Part II
1
2
3
NO




Does the organization maintain the following?
a Records indicating the racial composition of the student body, faculty, and administrative
dm istrative
strative staff?
st
istance
ance are
e awarded
a
on a racially
b Records documenting that scholarships and other financial assistance
nondiscriminatory basis?
c Copies of all catalogues, brochures, announcements, and other written com
communications
commu
to the public dealing
with student admissions, programs, and scholarships?
d Copies of all material used by the organization or on its behalff to solicit contributions?
co
cont
If you answered "No" to any of the above, please explain. Iff you
u need more
mor
m
space, use Part II.








Does the organization discriminate by race in any
ny way with respect
re
to:
a Students' rights or privileges?
5a
X
5b
X
c Employment of faculty or administrative
nistrative
rative sta
st
staff?
5c
X
d Scholarships or other financial
ncial assistance?
assista
5d
X
e Educational policies?
5e
X
5f
X
g Athletic programs?
5g
X
h Other extracurricular activities?
If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.
5h
X
b Admissions policies?
f
Use of facilities?
Pu
bl
ic
5
In
sp
ec
tio
n
4
C
op
y
SEE SUPPLEMENTAL PAGE



6 a Does the organization receive any financial aid or assistance from a governmental agency?
b Has the organization's right to such aid ever been revoked or suspended?
If you answered "Yes" to either line 6a or line 6b, explain on Part II.
7 Does the organization certify that it has complied with the applicable requirements of sections 4.01 through
4.05 of Rev. Proc. 75-50, 1975-2 C.B. 587, covering racial nondiscrimination? If "No," explain on Part II
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.
JSA
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6a
6b
7
X
X
X
Schedule E (Form 990 or 990-EZ) (2012)
67971
PAGE 34
PACIFIC UNIVERSITY
93-0386892
Schedule E (Form 990 or 990-EZ) (2012)
Part II
Page
2
Supplemental Information. Complete this part to provide the explanations required by Part I, lines 3, 4d, 5h,
6b, and 7, as applicable. Also complete this part to provide any other additional information (see instructions).
RACIALLY NONDISCRIMINATORY POLICY
SCHEDULE E, LINE 3
DUE TO THE SIZE OF THE SCHOOL, ITS GEOGRAPHICAL LOCATION, AND THE
COMMUNITY IT SERVES, THE NON-DISCRIMINATION POLICY AND RACIAL COMPOSITION
OF THE STUDENT BODY IS WELL-KNOWN TO ALL SEGMENTS OF THE GENERAL
COMMUNITY SERVED AND IS PUBLISHED LOCALLY.
y
FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTAL AGENCY
op
SCHEDULE E, LINE 6A
C
PACIFIC UNIVERSITY RECEIVES FINANCIAL AID OR ASSISTANCE FROM
ROM GOVERNMENTAL
GOVERN
GOVE
n
AGENCIES, INCLUDING US GOVERNMENT GRANTS, LOANS AND OTHER
THER
ER GOVERNMENT
G VER
Pu
b
lic
In
sp
ec
tio
GRANTS.
Schedule E (Form 990 or 990-EZ) (2012)
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PAGE 35
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
OMB No. 1545-0047
Supplemental Information Regarding
Fundraising or Gaming Activities
SCHEDULE G
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the
organization entered more than $15,000 on Form 990-EZ, line 6a.
Attach to Form 990 or Form 990-EZ.
See separate instructions.

Name of the organization


Open to Public
Inspection
Employer identification number
PACIFIC UNIVERSITY
93-0386892
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
Part I
Form 990-EZ filers are not required to complete this part.
1
a
b
c
d
Indicate whether the organization raised funds through any
Mail solicitations
e
Internet and email solicitations
f
Phone solicitations
g
In-person solicitations
of the following activities. Check all that apply.
Solicitation of non-government grants
Solicitation of government grants
Special fundraising events
2 a Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
Yes
No
b If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be
compensated at least $5,000 by the organization.
(ii) Activity
(iii) Did fundraiser have
custody or control of
contributions?
Yes
No
1
(v) Amount paid to
(v
( retained by)
(or
fun
fundra
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
In
sp
ec
tio
n
2
eipts
(iv) Gross receipts
ivity
from activity
C
op
y
(i) Name and address of individual
or entity (fundraiser)
3
4
5
6
Pu
bl
ic
7
8
9
10

Total
3 List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from
registration or licensing.
Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
JSA
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Schedule G (Form 990 or 990-EZ) 2012
67971
PAGE 36
PACIFIC UNIVERSITY
93-0386892
Schedule G (Form 990 or 990-EZ) 2012
Part II
Page
2
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more
than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with
gross receipts greater than $5,000.
(a) Event #1
(b) Event #2
(c) Other events
(event type)
(total number)
(d) Total events
(add col. (a) through
col. (c))
FUNDRAISING
Revenue
(event type)









1 Gross receipts
308,341.
308,341.
2 Less: Contributions
3 Gross income (line 1 minus
line 2)
183,297.
183,297.
125,044.
125,044.
86,284.
86,284.
4 Cash prizes
6 Rent/facility costs
C
op
y
Direct Expenses
5 Noncash prizes
7 Food and beverages
31,500.
8 Entertainment
152,308.
In
sp
ec
tio
n
9 Other direct expenses
31,500.
152,308.
270,092.
                     
-145,048.

Gaming. Complete if the organization answered
d "Yes"
es" to Fo
Form 990, Part IV, line 19, or reported more
(
10 Direct expense summary. Add lines 4 through 9 in column (d)
11 Net income summary. Combine line 3, column (d), and line 10
0
Part III
)
(b) Pull tabs/instant
(b
bingo/progressive
bingo
b
(a) Bingo
ngo






1 Gross revenue
2 Cash prizes
3 Noncash prizes
4 Rent/facility costs
(d) Total gaming (add
col. (a) through col. (c))
(c) Other gaming
Pu
bl
ic
Direct Expenses
Revenue
than $15,000 on Form 990-EZ, line 6a.
5 Other direct expenses
6 Volunteer labor
Yes
%
Yes
No
%
No
7 Direct expense summary. Add lines 2 through 5 in column (d)
Yes
%
No
 
 
(
)
8 Net gaming income summary. Combine line 1, column d, and line 7
9
Enter the state(s) in which the organization operates gaming activities:
a Is the organization licensed to operate gaming activities in each of these states?
b If "No," explain:

Yes
No

Yes
No
10 a Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year?
b If "Yes," explain:
Schedule G (Form 990 or 990-EZ) 2012
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PAGE 37
PACIFIC UNIVERSITY
93-0386892




Schedule G (Form 990 or 990-EZ) 2012
Does the organization operate gaming activities with nonmembers?
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming?
13
Indicate the percentage of gaming activity operated in:
a The organization's facility
13a
b An outside facility
13b
14
Enter the name and address of the person who prepares the organization's gaming/special events books and
records:
11
12
Name

Address




Address

Name

Gaming manager compensation
Description of services provided
Director/officer


$
Employee
Mandatory distributions:
Is the organization required under state
tate law to
t make
ma
charitable distributions from the gaming proceeds to
retain the state gaming license?
b Enter the amount of distributions
ns required under state law to be distributed to other exempt organizations
n exempt
exemp activities during the tax year
or spent in the organization's own
$
a
Part IV
%
%
Yes
No
Yes
No
I
In
Independent
contractor


Pu
bl
ic
17
No
In
sp
ec
tio
n
Gaming manager information:
16
Yes
C
op
y
Name
3
No

Does the organization have a contract with a third party from whom the organization receives gaming
revenue?
b If "Yes," enter the amount of gaming revenue received by the organization
$
and the
amount of gaming revenue retained by the third party
$
.
c If "Yes," enter name and address of the third party:
15 a
Page
Yes
Supplemental Information.
ormation. C
Complete this part to provide the explanation required by Part I, line 2b,
d (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this
columns (iii) and
y ad
addi
part to provide any
additional information (see instructions).
Schedule G (Form 990 or 990-EZ) 2012
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PAGE 38
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance?
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

93-0386892
X Yes
Employer identification number
Open to Public
Inspection

OMB No. 1545-0047
No
(a) Name and address of organization
or government
(c) IRC section
if applicable
I
n
io
t
c
e
p
s
n
cash assi
assistance
ce
grant
JSA
2E1288 1.000
NY2934 1783
C
(e) Amount off nonno
(d) Amount of cash
(f) Method
M
of valuation
(b
(book,
FMV, appraisal,
other)
V 12-7.12
67971
(h) Purpose of grant
or assistance
PAGE 39
Schedule I (Form 990) (2012)
(g) Description of
non-cash assistance
                                             
ic
l
ub
P
(b) EIN
2 Enter total number of section 501(c)(3) and government organizations listed in the line 1 table
3 Enter total number of other organizations listed in the line 1 table
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
(12)
(11)
(10)
(9)
(8)
(7)
(6)
(5)
(4)
(3)
(2)
(1)
1
Part II Grants and Other Assistance to Governments and Organizations in the United States. Complete
mplete
ete if the o
organization answered "Yes" to Form 990,
dditional space
sp
Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional
is needed.
2
1
y
p
o
Complete if the organization answered "Yes" to Form 990, Part IV, line 21 or 22.
Attach to Form 990.

Grants and Other Assistance to Organizations,
Governments, and Individuals in the United States
PACIFIC UNIVERSITY
Part I General Information on Grants and Assistance
Department of the Treasury
Internal Revenue Service
Name of the organization
SCHEDULE I
(Form 990)
(a) Type of grant or assistance
12.
5 TUALATIN ACADEMIC WAIVERS
112,720.
23,070.
962,613.
826,309.
26,992,154.
(c) Amount of
cash grant
/A
N/A
N/A
N/A
N/A
N/A
C
y
p
o
FMV, appraisal, other)
(e) Method of valuation (book,
n
io
t
c
e
(d) Amount of
non-cash assistance
N/A
N/A
N/A
N/A
N/A
(f) Description of non-cash assistance
In
p
s
ic
l
b
ELIGIBLE NON-CITIZENS ARE
AS THOSE LIVING
RE
E DEFINED
D FINED
FIN
APPLICANTS
FILE A FREE APPLICATION FOR
S WHO
W
2E1504 2.000
JSA
NY2934 1783
AND THE DEPARTMENT OF HOMELAND SECURITY.
V 12-7.12
67971
WHEN THOSE DATABASE MATCHES ARE
SEVERAL FEDERAL DATABASES, INCLUDING THE SOCIAL SECURITY ADMINISTRATION
FEDERAL STUDENT AID (FAFSA) HAVE THEIR FAFSA DATA MATCHED WITH DATA IN
I-94S WITH CERTAIN STAMPS.
VARIETY OF DOCUMENTS WHICH DEMONSTRATES
INCLUDING I-551S AND
S THAT STATUS,
ST
u
P
IN THE U.S. FOR "OTHER THAN A TEMPORARY PURPOSE";
CAN POSSESS A
RPOSE";
SE"; THEY
T
ELIGIBLE NON-CITIZENS.
PACIFIC UNIVERSITY AWARDS FEDERAL AND STATE AID ONLY
Y TO U.S.
U.S CITIZENS AND
SCHEDULE I, PART 1, LINE 2
Part IV
2
PAGE 40
Schedule I (Form 990) (2012)
Supplemental Information. Complete this part to provide the information required
equired in Pa
Part I, line 2, Part III, column (b), and any other additional
information.
MONITOR PROCESS
7
6
12.
596.
3 RESTRICTED NAMED SCHOLARSHIPS
4 TUITION EXCHANGE WAIVERS
166.
2 ENDOWED SCHOLARSHIPS
1,665.
(b) Number of
recipients
Page
93-0386892
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
1 ACADEMIC AWARDS SCHOLARSHIPS
Part III
Schedule I (Form 990) (2012)
PACIFIC UNIVERSITY
(a) Type of grant or assistance
(b) Number of
recipients
(c) Amount of
cash grant
C
y
p
o
FMV, appraisal, other)
(e) Method of valuation (book,
n
io
t
c
e
(d) Amount of
non-cash assistance
(f) Description of non-cash assistance
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
p
s
In
2E1504 2.000
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67971
ANY DIFFERENCES OR ANOMALIES ARE INVESTIGATED IMMEDIATELY AND,
NY2934 1783
MINIMUM.
AND DISBURSEMENT ACTIVITY OF AWARDS AND LOANS ON A MONTHLY BASIS AT A
FINANCIAL AID AND BUSINESS OFFICE MONITORS THE ACTIVITY OF ALL AWARDING
TO PURSUE POSTSECONDARY EDUCATION. ON AN ON-GOING
BASIS, STAFF IN
ON
TO CERTAIN INTERNATIONAL STUDENTS WHO ARE
E IN THE
TH U.S. SOLELY OR PRIMARILY
INSTITUTIONAL
AID ONLY IS AWARDED
STITUTION
TUTION
ELIGIBLE NON-CITIZENS
N-CIT
CI ZENS
ZEN MUST ALSO BE
OREGON RESIDENTS TO RECEIVE STATE AID.
RETAINED FOR AT LEAST FIVE YEARS.
THAT DOCUMENTATION BECOMES PART OF THEIR FINANCIAL AID
D FILES
FILE AND IS
THAT WE ARE AWARDING FEDERAL AND STATE AID ONLY TO ELIGIBLE
IBLE
LE RECIPIENTS.
RECIP
REC
Part IV
2
PAGE 41
Schedule I (Form 990) (2012)
Page
93-0386892
Supplemental Information. Complete this part to provide the information required
equired in Pa
Part I, line 2, Part III, column (b), and any other additional
information.
NOT SUCCESSFUL, WE OBTAIN DOCUMENTATION FROM THE APPLICANTS TO ENSURE
ENSU
7
6
5
4
3
2
1
Part III
Schedule I (Form 990) (2012)
PACIFIC UNIVERSITY
(a) Type of grant or assistance
(b) Number of
recipients
(c) Amount of
cash grant
C
y
p
o
FMV, appraisal, other)
(e) Method of valuation (book,
n
io
t
c
e
(d) Amount of
non-cash assistance
(f) Description of non-cash assistance
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
2E1504 2.000
JSA
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Part IV
V 12-7.12
u
P
ic
l
b
In
67971
p
s
2
PAGE 42
Schedule I (Form 990) (2012)
Page
93-0386892
Supplemental Information. Complete this part to provide the information required
equired in Pa
Part I, line 2, Part III, column (b), and any other additional
information.
IF NEEDED, CORRECTED.
7
6
5
4
3
2
1
Part III
Schedule I (Form 990) (2012)
PACIFIC UNIVERSITY
Compensation Information
SCHEDULE J
(Form 990)
Department of the Treasury
Internal Revenue Service
Name of the organization
OMB No. 1545-0047

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Complete if the organization answered "Yes" to Form 990,
Part IV, line 23.
Attach to Form 990.
See separate instructions.



Open to Public
Inspection
Employer identification number
PACIFIC UNIVERSITY
Part I
Questions Regarding Compensation
93-0386892
Yes
No
1a Check the appropriate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
X
First-class or charter travel
Travel for companions
Tax indemnification and gross-up payments
Discretionary spending account
Housing allowance or residence for personal use
Payments for business use of personal residence
Health or social club dues or initiation fees
Personal services (e.g., maid, chauffeur, chef)
b If any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment
or reimbursement or provision of all of the expenses described above? If "No," complete Part III to
explain
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred
curred
ed by
b all officers,
e 1a?
a?
directors, trustees, and the CEO/Executive Director, regarding the items checked in line


X
4a
4b
4c
X
X
X


5a
5b
X
X


6a
6b
X
X
7
X
8
X
op
y
2
C
oyment
ment ccontract
trac
W ritten employment
ation
on survey or study
Compensation
al by the bo
board or compensation committee
Approval
n
X
X
tio
X Compensation committee
X Independent compensation consultant
X Form 990 of other organizations
During the year, did any person listed in Form 990, Part VII, Section
ction A, line
li 1a,
1 with respect to the filing
organization or a related organization:
a Receive a severance payment or change-of-control payment?
ent?
tal nonqualified
nonqualif
retirement plan?
b Participate in, or receive payment from, a supplemental
based
sed compensation
compens
comp
arrangement?
c Participate in, or receive payment from, an equity-based
If "Yes" to any of lines 4a-c, list the persons and
nd provide the applicable amounts for each item in Part III.
In
sp
ec



6
a
b
8
9
lic
a
b
Only section 501(c)(3) and 501(c)(4) organizations
ani tions mus
must complete lines 5-9.
For persons listed in Form 990, Part VII, Sectio
Section A
A, line
li 1a, did the organization pay or accrue any
venues
enues of:
compensation contingent on the revenues
The organization?
Any related organization?
escribe in Part
Pa III.
If "Yes" to line 5a or 5b, describe
m 990, Par
For persons listed in Form
Part VII, Section A, line 1a, did the organization pay or accrue any
n the
th net earnings of:
compensation contingent on
The organization?
Any related organization?
If "Yes" to line 6a or 6b, describe in Part III.
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III
Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject
to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in
Regulations section 53.4958-6(c)?
Pu
b
5
7
X
Indicate which, if any, of the following the filing organization used to establish the compensation
compensatio of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a
meth
me
cto but explain
expl
related organization to establish compensation of the CEO/Executive Director,
in Part III.
3
4
1b



For Paperwork Reduction Act Notice, see the Instructions for Form 990.
9
Schedule J (Form 990) 2012
JSA
2E1290 1.000
NY2934 1783
V 12-7.12
67971
PAGE 43
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
Page
93-0386892
2
NY2934 1783
JSA
2E1291 1.000
16
15
14
13
12
11
10
9
8 VP ENROLLMENT MGMT
MARK ANKENY
7 VP FINANCE & ADMINISTRATION
MICHAEL MALLERY
6 PRESIDENT/TRUSTEE
DR. LESLEY HALLICK
5 VP ACADEMIC AFFAIRS
JOHN MILLER
4 EXECUTIVE DEAN
ANN BARR-GILLESPIE
3 DEAN PHARMACY
SUSAN STEIN
2 DEAN OPTOMETRY
JENNIFER SMYTHE
1 DIR. OF OPTOMETRIC RESEARCH
JAMES SHEEDY
(A) Name and Title
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
V 12-7.12
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
67971
0
0
0
0
0
0
0
0
0
0
245,62
245,620.
0
0
0
0
0
(iii) Other
reportable
compensation
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
C
19,888.
0
31,178.
0
24,229.
0
22,756.
0
27,942.
0
34,010.
0
27,061.
0
20,415.
0
(D) Nontaxable
benefits
y
p
o
(C) Retirement and
other deferred
compensation
n
io
t
c
e
p
s
In
(ii) Bonus & incentive
compensation
ic
l
ub
P
169,466.
0
173,491.
0
174,412.
0
179,413.
0
199,114.
0
345,693.
0
195,327.
0
170,626.
0
(i) Base
compensation
(B) Breakdown of W-2 and/or 1099-MISC compensation
(F) Compensation
reported as deferred in
prior Form 990
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
PAGE 44
Schedule J (Form 990) 2012
189,354.
0
204,669.
0
198,641.
0
202,169.
0
227,056.
0
625,323.
0
222,388.
0
191,041.
0
(E) Total of columns
(B)(i)-(D)
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that
individual.
Part II
Schedule J (Form 990) 2012
PACIFIC UNIVERSITY
Page
93-0386892
3
2E1505 1.000
JSA
NY2934 1783
PRESIDENT'S FORM W-2.
V 12-7.12
u
P
ic
l
b
In
67971
e
p
s
n
o
i
t
c
UNIVERSITY PRESIDENT. THE AMOUNT IS TAXED AND IS INCLUDED IN THE
THE UNIVERSITY PROVIDES HOUSING ALLOWANCE AND AUTOMOBILE ALLOWANCE TO THE
SCHEDULE J, PART I, LINE 1A
HOUSING ALLOWANCE
C
y
p
o
PAGE 45
Schedule J (Form 990) 2012
Part III Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Schedule J (Form 990) 2012
PACIFIC UNIVERSITY

NY2934 1783
2E1295 1.000
JSA
V 12-7.12
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Yes
X
X
X
A
X
X
No
X
Yes
X
X
Yes
B
2011
X
X
No
X
X
No
27,522,033.
26,247,416.
No
694,706.
579,798.
1,238,701.
2007
34,735,307.
2,734,314.
3,272,095.
41,881,709.
3,746,817.
B
135,000.
A
C
07. CONSTRUCT
CONSTRUC NEW
N
34,735,307.
BUILDING
1,830,000.
1
1,8
Yes
67971
1 Was the organization a partner in a partnership, or a member of an LLC,
which owned property financed by tax-exempt bonds?
2 Are there any lease arrangements that may result in private business use of bond-financed property?
Private Business Use
Does the organization maintain adequate books and records to support the final allocation of proceeds?
iss
is
Were the bonds issued as part of a current refunding issue?
Were the bonds issued as part of an advance refunding issue?
Has the final allocation of proceeds been made?
14
15
16
17
Part III
07/23/2009



345648CX5
y
p
o
(f) Description of purpose
Yes
Yes
41,881,709. SEE
E SUPPLEMENTAL
SUPPLEMEN
UPPLEM
INFORMATION
(e) Issue price
See separate instructions.
08/16/2005
(d) Date issued

n
                                   tio

                                   e c


                           s  p  
                         n      
                     I       

                l i c          

                   b

              u

P 
Amount of bonds retired
Amount of bonds legally defeased
Total proceeds of issue
Gross proceeds in reserve funds
Capitalized interest from proceeds
Proceeds in refunding escrows
Issuance costs from proceeds
Credit enhancement from proceeds
Working capital expenditures from proceeds
Capital expenditures from proceeds
Other spent proceeds
Other unspent proceeds
Year of substantial completion
Proceeds
1
2
3
4
5
6
7
8
9
10
11
12
13
Part II
D
C
93-1159383
B CITY OF FOREST GROVE, OREGON
345648CE7
(c) CUSIP #
Attach to Form 990.
(b) Issuer EIN

Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
93-6002164

Supplemental Information on Tax-Exempt Bonds
A CITY OF FOREST GROVE, OREGON
(a) Issuer name
PACIFIC UNIVERSITY
Part I
Bond Issues
Name of the organization
Department of the Treasury
Internal Revenue Service
SCHEDULE K
(Form 990)
PACIFIC UNIVERSITY
C
C
No
No
Yes
Yes
Yes
Yes
X
X
D
D
No
(h) On
behalf of
issuer
No
No
Yes
X
X
No
(i) Pooled
financing
PAGE 46
Schedule K (Form 990) 2012
X
X
No
(g) Defeased
93-0386892
Employer identification number
Inspection
Open to Public

OMB No. 1545-0047
Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?
8a
a
b
c
NY2934 1783
V 12-7.12
X
X
Yes
67971







Has the issuer filed Form 8038-T?
If "No" to line 1, did the following apply?
Rebate not due yet?
Exception to rebate?
No rebate due?
If you checked "No rebate due" in line 2c, provide in Part VI the date the rebate
computation was performed
Is the bond issue a variable rate issue?
Has the organization or the governmental issuer entered into a qualified hedge with
respect to the bond issue?
Name of provider
Term of hedge
Was the hedge superintegrated?
Was the hedge terminated?
JSA
2E1296 1.000
b
c
d
e
3
4a
1
2
c
                 l i           
           b

                    u


                    P                  
Arbitrage
1.141-12 and 1.145-2?
Has the organization established written procedures to ensure that all nonqualified
nqualified
ualified
bonds of the issue are remediated in accordance with the requirements
s under
nder
Regulations sections 1.141-12 and 1.145-2?
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections
ons
of
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed
Part IV
9
7
X
A
A
X
X
X
No
X
B
X
X
Yes
X
X
X
X
No
X
%
X
y
p
o
B
X
X
No
X
%
%
%
C
No
n
io
t
c
e
p
s
In
Enter the percentage of financed property used in a private business use as a
result of unrelated trade or business activity carried on by your organization,
another section 501(c)(3) organization, or a state or local government
Total of lines 4 and 5
Does the bond issue meet the private security or payment test?
5
6
Enter the percentage of financed property used in a private business use by entities
other than a section 501(c)(3) organization or a state or local government
4
outside counsel to review any research agreements relating to the financed property?
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other
financed property?
c Are there any research agreements that may result in private business use of bond-
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel
to review any management or service contracts relating to the financed property?
X
Yes
Yes
93-0386892
PACIFIC UNIVERSITY




      

                                    





Private Business Use (Continued)
PACIFIC UNIVERSITY
3a Are there any management or service contracts that may result in private business
use of bond-financed property?
Part III
Schedule K (Form 990) 2012
%
%
%
%
Yes
Yes
C
C
No
No
Yes
D
D
No
No
%
%
%
%
2
PAGE 47
Schedule K (Form 990) 2012
%
%
%
%
Yes
Page
the






Procedures To Undertake Corrective Action
Arbitrage (Continued)
PACIFIC UNIVERSITY
Were any gross proceeds invested beyond an available temporary period?
Has the
organization established written procedures to
monitor
requirements of section 148?
Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied?
Were gross proceeds invested in a guaranteed investment contract (GIC)?
Name of provider
Term of GIC
JSA
2E1328 1.000
X
X
Yes
RBC
X
Yes
A
A
Yes
X
Yes
B
B
y
p
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C
No
X
3.500
No
93-0386892
No
X
X
No
Yes
Yes
C
C
No
No
Yes
Yes
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D
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No
No
Page
3
PAGE 48
Schedule K (Form 990) 2012
X
X
Supplemental Information. Complete this part to provide additional information for
or responses
res onse
onses to
t questions on Schedule K (see instructions).
NY2934 1783
Part VI
Has the organization established written procedures to ensure that violations of federal
tax requirements are timely identified and corrected through the voluntary closing
agreement program if self-remediation is not available under applicable regulations?
Part V
5a
b
c
d
6
7
Part IV
Schedule K (Form 990) 2012
NO REBATE IS REQUIRED.
NY2934 1783
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p
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c
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In
67971
THE DATE OF THE COMPUTATION WAS JUNE
UNE 21,
21 2010.
SCHEDULE K, PART IV, LINE 2C
n
o
IT IS A SMALL KIOSK
THIS SERVICE IS INCIDENTAL AND SUPPORTS THE
ORGANIZATION'S ACTIVITIES.
FOR FACULTY AND STAFF.
PACIFIC UNIVERSITY HAS FOOD SERVICE IN THE BUILDING.
SCHEDULE K, PART III, LINE 3A
6/15/2000 BONDS AND CONSTRUCT A NEW HEALTH CAMPUS.
THE PURPOSE OF THE BOND ISSUANCE ON 8/16/2005 WAS TO REFUND SERIES
JSA
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PAGE 49
Schedule K (Form 990) 2012
Supplemental Information. Complete this part to provide additional information for responses to questions on Schedule K (see instructions) (Continued)
PACIFIC UNIVERSITY
SCHEDULE K, PART I, LINE A, COLUMN F
Part VI
Schedule K (Form 990) 2012
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
OMB No. 1545-0047
Noncash Contributions

Complete if the organizations answered "Yes" on Form
990, Part IV, lines 29 or 30.
Attach to Form 990.

Name of the organization
Open To Public
Inspection
Employer identification number
PACIFIC UNIVERSITY
Types of Property
Part I
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
(c)
Noncash contribution
amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
Art - Works of art
Art - Historical treasures
Art - Fractional interests
Books and publications
Clothing and household
goods
Cars and other vehicles
Boats and planes
Intellectual property
X
13.
80,559. AVERAGE MARKET VALUE
Securities - Publicly traded
Securities - Closely held stock
Securities - Partnership, LLC,
or trust interests
Securities - Miscellaneous
Qualified conservation
contribution - Historic
structures
Qualified conservation
contribution - Other
Real estate - Residential
Real estate - Commercial
Real estate - Other
Collectibles
Food inventory
Drugs and medical supplies
Taxidermy
Historical artifacts
Scientific specimens
Archeological artifacts
Other (
)
Other (
)
Other (
)
Other (
)
Number of Forms 8283 received by the organization during the tax year for contributions for
29
which the organization completed Form 8283, Part IV, Donee Acknowledgement
















C
op
y
12
13
(b)
Number of contributions or
items contributed
In
sp
ec
tio
n
6
7
8
9
10
11












(a)
Check if
applicable
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1
2
3
4
5
93-0386892

Yes
30 a During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that
it must hold for at least three years from the date of the initial contribution, and which is not required to be
used for exempt purposes for the entire holding period?
b If "Yes," describe the arrangement in Part II.
Does the organization have a gift acceptance policy that requires the review of any non-standard
31
contributions?
32 a Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions?
b If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.



For Paperwork Reduction Act Notice, see the Instructions for Form 990.
JSA
2E1298 1.000
NY2934 1783
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No
30a
X
31
X
32a
X
Schedule M (Form 990) (2012)
67971
PAGE 50
PACIFIC UNIVERSITY
93-0386892
Schedule M (Form 990) (2012)
Page
2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b, 32b,
and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the
number of items received, or a combination of both. Also complete this part for any additional information.
NUMBER OF CONTRIBUTIONS
SCH. M PART I
THE NUMBER OF CONTRIBUTIONS REPORTED IN PART I IS THE TOTAL NUMBER OF
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CONTRIBUTIONS RECEIVED.
Schedule M (Form 990) (2012)
JSA
2E1508 2.000
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PAGE 51
SCHEDULE O
(Form 990 or 990-EZ)
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.

Department of the Treasury
Internal Revenue Service
Name of the organization
OMB No. 1545-0047

Open to Public
Inspection
Employer identification number
PACIFIC UNIVERSITY
93-0386892
REVIEW OF FORM 990
FORM 990, PART VI, LINE 11 A & B
A DRAFT OF THE FORM 990 FOR FISCAL YEAR 2012-2013 WILL BE SENT TO EACH
MEMBER OF THE BOARD BEFORE FILING. THE COMMITTEE HAS DELEGATED THE AUDIT
y
COMMITTEE TO REVIEW THE FORM 990. THIS REVIEW PROCESS WILL TAKE PLACE
AC
op
BEFORE THE FORM 990 IS FILED AND WILL INCLUDE PARTIES FROM THE
HE TAX FIRM
FIR
AFTER REVIEW AND PRIOR TO FILING, A COPY
OF
COP
CO
O THE RETURN
n
AUDIT COMMITTEE.
C
INVOLVED, THE CONTROLLER, THE VP FOR FINANCE & ADMINISTRATION,
THE
ATION, AND
A
In
sp
ec
tio
WILL BE PROVIDED TO EACH BOARD MEMBER, PREFERABLY
TRANSMISSION.
Y BY EMAIL
EMA
ENFORCEMENT OF WRITTEN CONFLICT OF INTERERST
POLICY
INTE
INTERER
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FORM 990, PART VI, SECTION B, LINE 12C
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THE BOARD OF TRUSTEES CONFLICT
NFLICT
FLICT OF
O INTEREST POLICY IS INCLUDED AS ARTICLE
6, SECTION 5 OF THE BYLAWS WHICH
GOVERN THE ACTIONS OF THE BOARD OF
W
TRUSTEES OF PACIFIC UNIVERSITY.
IV
A)TRUSTEES SHALL DISCLOSE TO THE BOARD
ANY POSSIBLE CONFLICT OF INTEREST AT THE EARLIEST PRACTICAL TIME. A
TRUSTEE SHALL BE CONSIDERED TO HAVE A CONFLICT OF INTEREST IF (I) SUCH
TRUSTEE HAS EXISTING OR POTENTIAL FINANCIAL OR OTHER INTERESTS WHICH
IMPAIR OR MIGHT REASONABLY APPEAR TO IMPAIR SUCH MEMBER'S INDEPENDENT,
UNBIASED JUDGMENT IN THE DISCHARGE OF SUCH TRUSTEE'S RESPONSIBILITIES TO
THE UNIVERSITY, OR (II) SUCH TRUSTEE IS AWARE THAT A MEMBER OF HIS OR HER
FAMILY, OR ANY ORGANIZATION IN WHICH SUCH TRUSTEE (OR MEMBER OF HIS OR
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
JSA
2E1227 1.000
NY2934 1783
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Schedule O (Form 990 or 990-EZ) (2012)
PAGE 52
Schedule O (Form 990 or 990-EZ) 2012
Page
Name of the organization
2
Employer identification number
PACIFIC UNIVERSITY
93-0386892
HER FAMILY) IS AN OFFICER, DIRECTOR, EMPLOYEE, MEMBER, PARTNER, TRUSTEE
OR CONTROLLING STOCKHOLDER, HAS SUCH EXISTING OR POTENTIAL FINANCIAL OR
OTHER INTERESTS. FOR THE PURPOSES OF THIS PROVISION, A FAMILY MEMBER IS
DEFINED AS A SPOUSE, PARENT, SIBLING, CHILD AND ANY OTHER RELATIVE IF
RESIDING IN THE SAME HOUSEHOLD AS THE TRUSTEE.
B) ALL TRUSTEES AND
COMMITTEE MEMBERS SHALL REFRAIN FROM CONFLICTS OF INTERESTS, THE
y
PERCEPTION OF CONFLICTS OF INTEREST AND REQUESTING SPECIAL FAVORS.
RS.
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HOWEVER, IF CONFLICTS DO OCCUR, TRUSTEES AND COMMITTEE MEMBERS
ERS
S SHOULD
C
DISCLOSE THEIR INTEREST DURING THE TRANSACTION OF BUSINESS
ESS
SS AND ABSTAIN
ABS
A
n
FROM VOTING ON ISSUES WHERE A CONFLICT IS PRESENT. ANNUALLY,
ANNUALL
NUAL , BOARD
B
THIS STATEMENT
IS RETURNED
STA
S
ec
REQUIRED TO COMPLETE A DISCLOSURE STATEMENT.
.
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MEMBERS RECEIVE A COPY OF THE CONFLICT OF INTEREST
AND ARE
EST
ST STATEMENT
STATEME
STAT
sp
TO THE OFFICE OF THE PRESIDENT AND KEPT ON
N FILE.
FILE THE PRESIDENT AND
In
CHAIRMAN OF THE BOARD FOLLOW-UP WITH
H THE BOARD
BOAR MEMBERS REGARDING
COMPLETING THE DISCLOSURE STATEMENT.
ME . THE
TH OFFICE OF THE PRESIDENT MONITORS
lic
RECEIPT OF THE SIGNED STATEMENT
MENT TO ENSURE ALL BOARD MEMBERS COMPLETE THE
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DISCLOSURE. ALL RESPONSES
BY THE PRESIDENT. IF A MEMBER
ES ARE REVIEWED
R
DISCLOSES A CONFLICT
A COPY IS SENT TO THE VP OF FINANCE.
T OF INTEREST,
INT
ADDITIONALLY, UPON DISCOVERY OF A POSSIBLE CONFLICT OF INTEREST OR AT ANY
OTHER TIME REQUESTED BY THE COMMITTEE OF TRUSTEES, TRUSTEES WILL BE ASKED
TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AND RETURN IT TO
THE OFFICE OF THE PRESIDENT.
THE UNIVERSITY'S INSTITUTIONAL CONFLICT OF
INTEREST POLICY FOR ALL EMPLOYEES, INCLUDING OFFICERS, REQUIRES EMPLOYEES
TO DISCLOSE ALL CONFLICTS OF INTEREST WITH THE UNIVERSITY.
A COPY OF
THIS CONFLICT OF INTEREST POLICY IS DELIVERED ELECTRONICALLY TO EMPLOYEES
Schedule O (Form 990 or 990-EZ) 2012
JSA
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Schedule O (Form 990 or 990-EZ) 2012
Page
Name of the organization
2
Employer identification number
PACIFIC UNIVERSITY
93-0386892
ANNUALLY AND IS INCLUDED AMONG UNIVERSITY INSTITUTIONAL POLICIES POSTED
IN THE HUMAN RESOURCES WEB PAGE ONLINE.
HTTP://WWW.PACIFICU.EDU/HR/POLICIES/INDEX.CFM THIS POLICY PROVIDES THAT A
CONFLICT OF INTEREST EXISTS IF AN EMPLOYEE'S ACTIONS, ACTIVITIES, OR
PRACTICES ON BEHALF OF THE UNIVERSITY EITHER (A) RESULT IN PREFERENTIAL
TREATMENT OR AN IMPROPER GAIN OR ADVANTAGE TO THE EMPLOYEE, THE
A CONFLICT OF INTEREST
ST MAY OCCUR
OCCU
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EFFECT ON THE UNIVERSITY'S INTERESTS.
(B) HAS A DETRIMENTAL
NTAL
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EMPLOYEE'S FAMILY OR BUSINESS ASSOCIATES, OR
C
WHEN AN EMPLOYEE FAILS TO EXERCISE DUE CARE, SKILL OR JUDGMENT
UDGMENT
DGMENT ON
O BEHALF
n
OF THE UNIVERSITY IN THE PERFORMANCE OF THE EMPLOYEE'S
E'S
S DUTIES
DU ES BECAUSE OF
EMPLOYEES MUST PROVIDE FULL DISCLOSURE
ISCLOSURE
LOSURE OF ALL FACTS AND
ec
UNIVERSITY.
tio
AN INTEREST INCONSISTENT WITH THE MISSION GOALS OR WORK OF
O THE
sp
CIRCUMSTANCES RELATED TO ANY TRANSACTION,
OR ACTIVITY IN WHICH
N, CONTRACT
CONTRAC
CONTRA
In
THEY ARE INVOLVED, OR MAY BECOME INVOLVED,
MIGHT DIRECTLY OR
VOLVED,
OLVED, THAT
TH
INDIRECTLY CREATE A CONFLICT OF INTEREST
I EREST
ERES WITH THE UNIVERSITY. DISCLOSURE
lic
IS MADE TO THE EMPLOYEE'S IMMEDIATE
MMEDIATE SUPERVISOR WHO MUST REPORT THE MATTER
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TO THE VICE-PRESIDENT OF
AND ADMINISTRATION.
F FINANCE
FINANC
FINAN
FAILURE TO DISCLOSE
A CONFLICT OF INTEREST
THE EMPLOYEE TO DISCIPLINE UP TO AND
EST SUBJECTS
SUBJ
INCLUDING TERMINATION OF EMPLOYMENT.
SECTION 4.10 OF THE UNIVERSITY
HANDBOOK GOVERNS FACULTY CONFLICTS OF INTERESTS RELATED TO OUTSIDE
CONSULTING OR PARTICIPATION IN COMMERCIAL OR GOVERNMENTAL ENTERPRISES
THAT HAVE THE POTENTIAL FOR CREATING A CONFLICT OF INTEREST WITH
UNIVERSITY OBLIGATIONS. A CONFLICT OF INTEREST DISCLOSURE FORM MUST BE
SUBMITTED NO LATER THAN SEPTEMBER 15 ANNUALLY TO A DEPARTMENT CHAIR OR
DIRECTOR AND TO THE COLLEGE DEAN BY FACULTY MEMBERS WITH APPOINTMENTS OF
Schedule O (Form 990 or 990-EZ) 2012
JSA
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PAGE 54
Schedule O (Form 990 or 990-EZ) 2012
Page
Name of the organization
2
Employer identification number
PACIFIC UNIVERSITY
93-0386892
0.5 FTE OR GREATER.
COMPENSATION REVIEW PROCESS
FORM 990, PART VI, SECTION B, LINE 15
THE BYLAWS OF PACIFIC UNIVERSITY SPECIFICALLY STATE THAT THE BOARD OF
TRUSTEES IS RESPONSIBLE TO APPOINT THE PRESIDENT AND SET APPROPRIATE
THE BOARD SHALL
AL
y
CONDITIONS OF EMPLOYMENT WHICH INCLUDE COMPENSATION.
op
ESTABLISH THE CONDITIONS OF EMPLOYMENT OF OTHER KEY INSTITUTIONAL
IONAL
NA
A COMMITTEE OF THE
E BOARD
BOA
BO D COMPRISED
CO
n
THE BOARD AS MAY BE APPROPRIATE).
C
OFFICERS WHO SERVE AT THE PLEASURE OF THE PRESIDENT (IN CONSULTATION
WITH
CONSULTA
CONSULTATI
tio
ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT
WITH
CT OF INTEREST
INTE
IN
ec
RESPECT TO THE COMPENSATION ARRANGEMENT OR PROPERTY
WILL BE
ROPERTY
PERTY TRANSACTION
TR
sp
AUTHORIZED BY THE BOARD TO REVIEW COMPENSATION
AND OTHER EMPLOYMENT
NSATION
ATION DATA
DAT
D
IN 2006, THE
In
INFORMATION APPROPRIATE FOR THE POSITION
PRESIDENT.
ITION
ON OF THE
TH
T
UNIVERSITY CONTRACTED WITH AN OUTSIDE
TO CONDUCT A BENCHMARKING
U IDE FIRM
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STUDY IN ORDER TO OBTAIN COMPETITIVE
MPETITIV AND RELEVANT COMPENSATION DATA. THIS
MPETITIVE
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BENCHMARKING STUDY INCLUDED
INFORMATION ABOUT PACIFIC UNIVERSITY
UDED
ED RELEVANT
RELE
AND THE RESPONSIBILITIES
ITIES AND
AN ROLE OF THE PRESIDENT. SUCH INFORMATION
INCLUDED A JOB DESCRIPTION FOR THE POSITION, PACIFIC'S COMPENSATION
PHILOSOPHY, GOALS, ROLES AND RESPONSIBILITIES AND OTHER PERTINENT
INFORMATION.
IN ADDITION, THE FIRM CONDUCTED A COMPREHENSIVE SURVEY OF
COMPENSATION PACKAGES OF UNIVERSITY PRESIDENTS THAT INCLUDED 12 TO 15
PEER INSTITUTIONS.
THE SURVEY ITSELF INCLUDED REQUESTS OF INFORMATION ON
BASE COMPENSATION, BONUSES, DEFERRED COMPENSATION, AND RETIREMENT
PROGRAMS AND INCLUDED VARIOUS PERQUISITES. THE FIRM MONITORED RESPONSES
AND ANALYZED THE DATA AND THEN PREPARED A REPORT OF THE RESULTS.
Schedule O (Form 990 or 990-EZ) 2012
JSA
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THIS
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PAGE 55
Schedule O (Form 990 or 990-EZ) 2012
Page
Name of the organization
2
Employer identification number
PACIFIC UNIVERSITY
93-0386892
BENCHMARKING REPORT ALSO INCLUDED RECOMMENDATIONS OF THE RANGE OF
PERCENTILES FOR COMPENSATION BASED ON THE PEER GROUP AND INCLUDED
RECOMMENDATIONS REGARDING THE STRUCTURE OF THE PACKAGE.
THIS
BENCHMARKING STUDY IS OBTAINED AND RELIED HEAVILY UPON BY MEMBERS OF THE
EXECUTIVE COMMITTEE AND A SUMMARY OF THE FINDINGS ARE REPORTED IN THE
COMMITTEE MINUTES AND SHARED WITH THE BOARD OF TRUSTEES. ONCE A POTENTIAL
y
PRESIDENT IS SELECTED, A SPECIAL MEETING OF THE BOARD OF TRUSTEES
ES IS
S THEN
DURING THIS PROCESS MINUTES ARE TAKEN AND EACH
ACH
CH TRUSTEE
TRUST
C
PRESIDENT.
op
CONDUCTED TO REVIEW THE PROCESS AND TO VOTE IN FAVOR OF ELECTING
CTING
NG THE NEW
N
n
PRESENT MUST CALL OUT THEIR VOTE AND THEIR VOTE IS RECORDED
IN THE
RECORD
CORD
tio
MINUTES LISTING THE INDIVIDUALS WHO ELECTED IN FAVOR.
AVOR.
THEN
THE AT THE NEXT
THIS PROCESS WAS LAST
FOR THE PRESIDENT IN
AST
T UNDERTAKEN
UNDERT
In
OF THE MEETING.
THIS IS FULLY
IN THE MINUTES
ULLY DOCUMENTED
DOC
D
sp
APPOINTING THE NEXT PRESIDENT.
ec
REGULAR BOARD OF TRUSTEES MEETING A MOTION IS MADE AND
MUST BE PASSED
AN
A
Pu
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PUBLIC DISCLOSURE
lic
JUNE 2013.
FORM 990, PART VI, SECTION C, LINE 19
GOVERNING DOCUMENTS AND
D PACIFIC UNIVERSITY'S ARTICLES OF INCORPORATION
ARE OF RECORD IN THE OFFICE OF THE OREGON SECRETARY OF STATE. CURRENT
ARTICLES OF INCORPORATION AND BYLAWS FOR THE BOARD OF TRUSTEES ARE
AVAILABLE FROM THE OFFICE OF THE PRESIDENT OF THE UNIVERSITY UPON
REQUEST.
THE INSTITUTIONAL CONFLICT OF INTEREST POLICY AND THE
CONSENSUAL RELATIONS POLICY ARE SITUATED ON THE INSTITUTION'S HUMAN
RESOURCES WEBSITE AT:
HTTP://WWW.PACIFICU.EDU/HR/POLICIES/INDEX.CFM
Schedule O (Form 990 or 990-EZ) 2012
JSA
2E1228 1.000
NY2934 1783
V 12-7.12
67971
PAGE 56
Schedule O (Form 990 or 990-EZ) 2012
Page
Name of the organization
2
Employer identification number
PACIFIC UNIVERSITY
93-0386892
SECTION 4.10 OF THE UNIVERSITY HANDBOOK IS FOUND ONLINE AT:
HTTP://WWW.PACIFICU.EDU/HR/POLICIES/INDEX.CFM
PDF
FINANCIAL STATEMENTS ARE AVAILABLE ON THE INSTITUTION'S BUSINESS
OFFICE WEBSITE AT:
HTTP://PACIFICU.EDU/OFFICES/BO/STAFFFACULTY/INDEX.CFM
ALL OF THE
y
DOCUMENTS ABOVE ARE ALSO AVAILABLE BY REQUEST.
op
RECONCILIATION OF NET ASSETS
PARTNERSHIP INCOME
5,408
(248,844)
44)
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lic
In
TOTAL
sp
---------
tio
(372,060)
ec
ACTUARIAL ADJUSTMENTS
117,808
n
SPLIT INTEREST AGREEMENTS
C
PART XI LINE 9
ATTACHMENT 1
FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION
PACIFIC UNIVERSITY BEGAN AS A SCHOOL FOR ORPHANS FROM THE OREGON
TRAIL IN 1848 AND IN 1849 WAS CHARTERED AS A COLLEGE FOUNDED BY
CONGREGATIONALISTS AND MODELED AFTER THE BEST SCHOOLS OF NEW ENGLAND.
OVER TIME, THE UNIVERSITY HAS GROWN INTO A UNIQUE COMBINATION OF
UNDERGRADUATE AND GRADUATE PROGRAMS IN LIBERAL ARTS AND SCIENCES,
EDUCATION, BUSINESS AND HEALTH.
Schedule O (Form 990 or 990-EZ) 2012
JSA
2E1228 1.000
NY2934 1783
V 12-7.12
67971
PAGE 57
Schedule O (Form 990 or 990-EZ) 2012
Page
Name of the organization
2
Employer identification number
PACIFIC UNIVERSITY
93-0386892
ATTACHMENT 1 (CONT'D)
FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION
TODAY, PACIFIC'S FOCUS ON TEACHING AND LEARNING IN A CLOSE NURTURING
ENVIRONMENT LEADS TO GENUINE TRANSFORMATION IN STUDENTS' LIVES.
DISTINGUISHED BY ITS INQUIRY-BASED CURRICULA AND INTERDISCIPLINARY
COLLABORATION, PACIFIC OFFERS STUDENTS EXCEPTIONAL OPPORTUNITIES FOR
EXPERIENTIAL LEARNING, LEADERSHIP AND CIVIC ENGAGEMENT.
C
PACIFIC UNIVERSITY WILL EMBRACE DISCOVERY AS AN ESSSENTIAL
L
op
y
VISION 2020
n
CHARACTERISTIC OF TEACHING, LEARNING, SCHOLARSHIP, PRACTICE,
AND
RACTICE
TIC
AN
tio
CREATIVE EXPRESSION. WE WILL ACHIEVE EXCELLENCE AND
BY
ND DISTINCTION
DISTINC
DISTI
ec
INVESTING IN EXCEPTIONAL PEOPLE. WE WILL EMBRACE
DIVERSITY OF
RACE
E A RICH
RI
sp
IDEAS, PEOPLES AND CULTURES. WE WILL INCORPORATE
INTO
ORPORATE
PORATE SUSTAINABILITY
SU
In
ALL OF OUR ENDEAVORS.
lic
THE CULTURE OF PACIFIC FOSTERS
SUPPORTIVE RELATIONSHIPS THAT
RS
S WARM AND
A
Pu
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ENABLE THE UNIVERSITY TO PROVIDE
ROVIDE AN EXTRAORDINARY EDUCATIONAL
EXPERIENCE. STUDENTS, FACULTY
FACULT AND STAFF ARE DRAWN TO PACIFIC BY ITS
WELCOMING ENVIRONMENT, EMPHASIS ON PUBLIC SERVICE, AND DEVELOPMENT OF
GRADUATES WHO CONTRIBUTE AS GIFTED LEADERS OF THE GLOBAL COMMUNITY.
ATTACHMENT 2
FORM 990, PART III, LINE 4D - OTHER PROGRAM SERVICES
DESCRIPTION
GRANTS
EXPENSES
CLINICS-PART OF CURRICULUM
3,277,717.
2,774,656.
Schedule O (Form 990 or 990-EZ) 2012
JSA
2E1228 1.000
REVENUE
NY2934 1783
V 12-7.12
67971
PAGE 58
Schedule O (Form 990 or 990-EZ) 2012
Page
Name of the organization
2
Employer identification number
PACIFIC UNIVERSITY
93-0386892
ATTACHMENT 2 (CONT'D)
FORM 990, PART III, LINE 4D - OTHER PROGRAM SERVICES
DESCRIPTION
GRANTS
EXPENSES
REVENUE
2,774,656.
3,277,717.
TOTALS
ATTACHMENT 3
990, PART VII- COMPENSATION OF THE FIVE HIGHEST PAID IND. CONTRACTORS
R
DESCRIPTION OF SERVICES
SERVICE
SERVI
op
y
NAME AND ADDRESS
CONTRACTOR
OR
BREMIK CONSTRUCTION INC.
1026 SE STARK STREET
PORTLAND, OR 97214
CONTRACTO
ONTRACT
CONTRACTOR
315,750.
158,299.
A
ACCOUNTING
139,753.
ec
tio
n
C
DIVERSIFIED ROOFING & CONSTRUCTION LLC
16509 NW SELLER RD.
BANDS, OR 97106
COMPENSATION
Pu
bl
ic
In
sp
KPMG LLP
P.O. BOX 120771
DALLAS, TX 75312
ATTACHMENT 4
FORM 990, PART VIII - INVESTMENT
STMENT INCOME
IN
I
DESCRIPTION
INVEST. INCOME FROM TRUST/ANNUITIES
INVEST. INCOME FROM FLOW THROUGH
(A)
TOTAL
REVENUE
(B)
RELATED OR
EXEMPT REVENUE
(C)
UNRELATED
BUSINESS REV.
1,540,304.
(D)
EXCLUDED
REVENUE
1,540,304.
-5,408.
2,919.
-8,327.
INVEST. INCOME FROM SPLIT INTEREST AG
145,862.
145,862.
OTHER INVESTMENT INCOME
140,393.
140,393.
TOTALS
1,821,151.
2,919.
Schedule O (Form 990 or 990-EZ) 2012
JSA
2E1228 1.000
1,818,232.
NY2934 1783
V 12-7.12
67971
PAGE 59
Schedule O (Form 990 or 990-EZ) 2012
Page
Name of the organization
2
Employer identification number
PACIFIC UNIVERSITY
93-0386892
ATTACHMENT 5
FORM 990, PART VIII - EXCLUDED CONTRIBUTIONS
DESCRIPTION
AMOUNT
FUNDRAISING EVENT
183,297.
TOTAL
183,297.
ATTACHMENT 6
FORM 990, PART VIII - FUNDRAISING EVENTS
125,044.
TOTALS
125,044.
NET
INCOME
270,092.
27
270,
-145,048.
270,092.
-145,048.
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ec
tio
n
FUNDRAISING EVENT
DIRECT
ECT
T
EXPENSES
PENSES
SE
C
op
y
GROSS
INCOME
DESCRIPTION
ATTACHMENT 7
FORM 990, PART X - NOTES AND LOANS RECEIVABLE
VABLE
BLE
In
PERKINS LOANS
OANS RECEIVABLE
REC
0000
00000
5.000000
YE RS AFTER
AFTE GRADUATION
AF
10 YEARS
ONE
E
NONE
STUDENT LOANS
lic
BORROWER:
INTEREST RATE:
REPAYMENT TERMS:
SECURITY PROVIDED:
PURPOSE OF LOAN:
Pu
b
........
.....
BEGINNING BALANCE DUE ........................................
........
ENDING BALANCE DUE ...........................................
BORROWER:
INTEREST RATE:
REPAYMENT TERMS:
SECURITY PROVIDED:
PURPOSE OF LOAN:
HEALTH PROFESSIONAL LOANS
5.000000
10 YEARS AFTER GRADUATION
NONE
STUDENT LOANS
BEGINNING BALANCE DUE ........................................
ENDING BALANCE DUE ...........................................
2,175,821.
2,177,069.
Schedule O (Form 990 or 990-EZ) 2012
JSA
2E1228 1.000
4,279,782.
4,576,276.
NY2934 1783
V 12-7.12
67971
PAGE 60
Schedule O (Form 990 or 990-EZ) 2012
Page
Name of the organization
2
Employer identification number
PACIFIC UNIVERSITY
93-0386892
ATTACHMENT 7 (CONT'D)
6,455,603.
TOTAL BEGINNING NOTES AND LOANS RECEIVABLE
TOTAL ENDING NOTES AND LOANS RECEIVABLES
6,753,345.
ATTACHMENT 8
FORM 990, PART X - PREPAID EXPENSES AND DEFERRED CHARGES
BEGINNING
BOOK VALUE
DESCRIPTION
3,658,702.
3,658,702.
4,707,674.
In
sp
ec
tio
n
C
TOTALS
4,707,674.
op
y
PREPAID EXPENSE & OTHER ASSETS
ENDING
BOOK VALUE
ATTACHMENT 9
FORM 990, PART X - INVESTMENTS - PUBLICLY TRADED
ED SECURITIES
SECURITI
SECURI
BEGINNING
BEGINN
BEGINNIN
BOO V
BOOK
VALUE
DESCRIPTION
EQUITY SECURITIES
lic
MUTUAL FUNDS
2,476,929.
FMV
23,110,418.
26,714,124.
FMV
25,898,509.
29,191,053.
ATTACHMENT 10
FORM 990, PART X - DEFERRED REVENUE
BEGINNING
BOOK VALUE
DESCRIPTION
DEFERRED REVENUE
TOTALS
ENDING
BOOK VALUE
4,894,494.
5,849,782.
4,894,494.
5,849,782.
Schedule O (Form 990 or 990-EZ) 2012
JSA
2E1228 1.000
COST
OR FMV
2,788,091.
Pu
b
TOTALS
ENDING
BOOK VALUE
NY2934 1783
V 12-7.12
67971
PAGE 61

Attach to Form 990.
See separate instructions.
n
io
t
c
e
p
s
In
(b)
Primary activity
C
y
p
o
(c)
st
Legal domicile (state
or foreign country)
ountry)
ry)
(d)
Total income
(e)
End-of-year assets
(f)
Direct controlling
entity
93-0386892
Employer identification number
Open to Public
Inspection

OMB No. 1545-0047
(a)
Name, address, and EIN of related organization
P
ic
l
ub
(b)
(b
activ
a
Primary activity
V 12-7.12
67971
(c)
Legal domicile (state
or foreign country)
Exempt Code section
(d)
(e)
Public charity status
(if section 501(c)(3))
Yes
No
(g)
Section 512(b)(13)
controlled
entity?
PAGE 62
Schedule R (Form 990) 2012
(f)
Direct controlling
entity
Identification of Related Tax-Exempt Organizations (Complete
ete iff the organ
organization
org
answered "Yes" to Form 990, Part IV, line 34 because it had
one or more related tax-exempt organizations during the tax year.)
ar.)
(a)
Name, address, and EIN (if applicable) of disregarded entity
NY2934 1783
2E1307 1.000
JSA

Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.)

93-0386892
Related Organizations and Unrelated Partnerships
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
(7)
(6)
(5)
(4)
(3)
(2)
(1)
Part II
(6)
(5)
(4)
(3)
(2)
(1)
Part I
PACIFIC UNIVERSITY
Name of the organization
Department of the Treasury
Internal Revenue Service
SCHEDULE R
(Form 990)
PACIFIC UNIVERSITY
(a)
Name, address, and EIN of related organization
2E1308 3.000
NY2934 1783
225 BUSH STREET, SUITE 500 SAN FRANCISCO, CA 94104
(6) ELISE EILERS ELLIOTT 1993 TRUST
2781 KITTITAS HWY ELLENSBURG, WA 98926
(5) JOSEPH B VANDERVELDEN FOUNDATION
PO BOX 20160 LONG BEACH, CA 90801-3160
(4) JUDITH SCOTT WALTER TRUST
JSA
(c)
Legal
domicile
(state or
foreign
country)
(e)
Predominant
income (related,
unrelated,
excluded from
tax under
sections 512-514)
(g)
Share of end-ofyear assets
y
p
o
C
(f)
Share of total
income
n
io
t
c
e
p
s
In
(d)
Direct controlling
entity
P
(b)
activ
Primary activity
REVOCABLE TRUST
CHARIT. TRUST
CHARIT. TRUST
CHARIT. TRUST
V 12-7.12
01-0679337
93-6286521
95-6007893
CRAT
C
CRUT
ic
l
ub
9
93-60
93-6051550
04
US BANK, 111 SW 5TH AVE., 6TH FLOOR PORTLAND, OR 97204
(3) GEORGE ROSSMAN TRUST
(2) CHARITABLE REMAINDER TRUSTS (1)
(7)
(b)
Primary activity
(h)
Yes No
allocations?
Disproportionate
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
(c)
67971
OR
OR
OR
OR
OR
OR
Legal domicile
(state or foreign
country)
N/A
N/A
N/A
N/A
N/A
N/A
(d)
Direct controlling
entity
TRUST
TRUST
TRUST
TRUST
TRUST
TRUST
(e)
Type of entity
(C corp, S corp, or
trust)
0
0
241,830.
102,215.
70,070.
27,686.
(f)
Share of total
income
Percentage
ownership
2
X
X
Yes No
Section
512(b)(13)
controlled
entity?
(i)
(k)
Percentage
ownership
Page
PAGE 63
Schedule R (Form 990) 2012
0 100.0000 X
0 100.0000 X
0 100.0000 X
0 100.0000 X
0
0
(g)
Share of
end-of-year assets
(h)
Yes No
General or
managing
partner?
Identification of Related Organizations Taxable as a Corporation
ion or Trust
Trus (C
(Complete if the organization answered "Yes" to Form 990, Part IV,
ated
d as a co
corp
line 34 because it had one or more related organizations treated
corporation or trust during the tax year.)
(a)
Name, address, and EIN of
related organization
(1) CHARITABLE REMAINDER TRUSTS (10)
Part IV
(7)
(6)
(5)
(4)
(3)
(2)
(1)
Part III
93-0386892
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 34
because it had one or more related organizations treated as a partnership during the tax year.)
Schedule R (Form 990) 2012
PACIFIC UNIVERSITY
93-0386892
Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)
PACIFIC UNIVERSITY
ic
l
b
2E1309 1.000
JSA
(6)
NY2934 1783
V 12-7.12
67971
A
ELISE EILERS ELLIOTT 1993 TRUST
(4)
(5)
A
JOSEPH B VANDERVELDEN FOUNDATION
(3)
A
JUDITH SCOTT WALTER TRUST
(2)
A
GEORGE ROSSMAN TRUST
u
P
(a)
ation
Name of other organization
(1)
2
In
(b)
Transaction
type (a-s)
241,830.
102,215.
70,070.
27,686.
(c)
Amount involved
Other transfer of cash or property to related organization(s)
1r
Other transfer of cash or property from related organization(s)
1s
If the answer to any of the above is "Yes," see the instructions
ns for infor
inform
information on who must complete this line, including covered relationships and transaction thresholds.
r
s
e
p
s
Reimbursement paid to related organization(s) for expenses
Reimbursement paid by related organization(s) for expenses
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
PAGE 64
Schedule R (Form 990) 2012
CASH RECEIVED
CASH RECEIVED
CASH RECEIVED
CASH RECEIVED
(d)
Method of determining
amount involved
1p
1q
1k
1l
1m
1n
1o
p
q
i
t
c
n
o
Lease of facilities, equipment, or other assets from related organization(s)
s)
Performance of services or membership or fundraising solicitations for related organization(s)
on(s)
(s)
Performance of services or membership or fundraising solicitations by related organization(s)
(s)
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
Sharing of paid employees with related organization(s)
k
l
m
n
o
C
Dividends from related organization(s)
Sale of assets to related organization(s)
Purchase of assets from related organization(s)
Exchange of assets with related organization(s)
Lease of facilities, equipment, or other assets to related organization(s)
1f
1g
1h
1i
1j
1a
1b
1c
1d
1e
3
No
Page
Yes
f
g
h
i
j
y
p
o

















                                                       
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
1
During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity
b Gift, grant, or capital contribution to related organization(s)
c Gift, grant, or capital contribution from related organization(s)
d Loans or loan guarantees to or for related organization(s)
e Loans or loan guarantees by related organization(s)
Part V
Schedule R (Form 990) 2012
93-0386892
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
PACIFIC UNIVERSITY
Page
4
NY2934 1783
JSA
2E1310 1.000
(16)
(15)
(14)
(13)
(12)
(11)
(10)
(9)
(8)
(7)
(6)
(5)
(4)
(3)
(2)
(1)
(a)
Name, address, and EIN of entity
(c)
Legal domicile
(state or foreign
country)
V 12-7.12
ic
l
ub
P
Primary activity
(b)
Yes
No
(e)
Are all partners
section
501(c)(3)
organizations?
67971
(g)
Share of
end-of-year
assets
y
p
o
C
(f)
Share of
total income
n
io
t
c
e
p
s
In
(d)
Predominant
income (related,
unrelated, excluded
from tax under
section 512-514)
Yes
No
allocations?
Disproportionate
(h)
Yes
No
(j)
General or
managing
partner?
(k)
Percentage
ownership
PAGE 65
Schedule R (Form 990) 2012
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets
or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
Part VI
Schedule R (Form 990) 2012
PACIFIC UNIVERSITY
93-0386892
Schedule R (Form 990) 2012
Page
5
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see
instructions).
Pu
b
lic
In
sp
ec
tio
n
C
op
y
Part VII
Schedule R (Form 990) 2012
2E1510 1.000
NY2934 1783
V 12-7.12
67971
PAGE 66