Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 07-01-2023 , and ending 06-30-2024
BCheck if applicable:
CName of organization
UNIVERSITY OF PROVIDENCE
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1301 20TH ST S
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREAT FALLS, MT59405
D Employer identification number

81-0231777
E Telephone number

G Gross receipts $ 37,874,645
F Name and address of principal officer:
FR OLIVER DOYLE
1301 20TH ST S
GREAT FALLS,MT59405
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.UPROVIDENCE.EDU
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1932
M State of legal domicile: MT
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 22
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 22
5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) ...... 5 447
6 Total number of volunteers (estimate if necessary) ............. 6 16
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 5,264,659 17,445,059
9 Program service revenue (Part VIII, line 2g) ......... 18,165,823 18,791,974
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,049,617 1,341,175
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 5,024,618 251,104
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 29,504,717 37,829,312
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 7,140,540 8,829,105
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 12,871,665 13,387,989
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 69,454    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 10,708,963 11,832,095
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 30,721,168 34,049,189
19 Revenue less expenses. Subtract line 18 from line 12....... -1,216,451 3,780,123
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 50,594,551 56,571,625
21 Total liabilities (Part X, line 26)............. 3,601,561 5,841,523
22 Net assets or fund balances. Subtract line 21 from line 20..... 46,992,990 50,730,102
Part II
Signature Block
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
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2023)
Form 990 (2023)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: AS EXPRESSIONS OF GOD'S HEALING LOVE, WITNESSED THROUGH THE MINISTRY OF JESUS, WE ARE STEADFAST IN SERVING ALL, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
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
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 $ 31,777,833 including grants of $ 8,829,105 ) (Revenue $ 18,791,974 )
SEE SCHEDULE OUNIVERSITY OF PROVIDENCE ("UP")DURING THE 2023 - 2024 ACADEMIC YEAR, THE UNIVERSITY CONFERRED 2 ASSOCIATE DEGREES, 143 BACCALAUREATE DEGREES, 59 MASTER'S DEGREES, AND 34 PROFESSIONAL CERTIFICATES. IN THIS SAME PERIOD, THE UNIVERSITY RECORDED AN UNDUPLICATED ENROLLMENT OF 761 UNDERGRADUATE AND 254 GRADUATE/PROFESSIONAL STUDENTS. FALL 2023 ENROLLMENT TOTALED 677, INCLUDING 562 UNDERGRADUATE AND 115 GRADUATE STUDENTS. IN SPRING 2024, ENROLLMENT REACHED 736, WITH 544 UNDERGRADUATES AND 192 GRADUATE STUDENTS. OF THE INCOMING STUDENTS IN FALL 2023, 48% WERE MONTANA RESIDENTS. ADDITIONALLY, 27% OF UNDERGRADUATES WERE FIRST-GENERATION COLLEGE STUDENTS, AND 33% QUALIFIED FOR PELL GRANTS. THE UNIVERSITY'S RETENTION RATE FROM FALL 2022 TO FALL 2023 WAS 71%. AT THE FALL 2023 CENSUS, 3% OF UP UNDERGRADUATES IDENTIFIED AS NATIVE STUDENTS, AND 6% AS VETERANS. FOR THE 2023 - 2024 ACADEMIC YEAR, THE UNIVERSITY APPROVED ONE NEW MAJOR AND TWO NEW MINORS: AN APPLIED MATHEMATICS MAJOR, AND THE AGRICULTURAL STUDIES AND SERVICE-LEARNING MINORS. THE CORE CURRICULUM WAS ALSO REVISED AND STREAMLINED TO FACILITATE DEGREE COMPLETION FOR TRANSFER STUDENTS WHILE MAINTAINING THE SAME OVERALL LEARNING OUTCOMES.THE UNIVERSITY'S BSN TO RN PROGRAM WAS RANKED THE #1 PROGRAM IN MONTANA, UNDERSCORING ITS LEADERSHIP IN NURSING EDUCATION AND ITS DEDICATION TO PREPARING SKILLED PROFESSIONALS FOR THE GROWING DEMANDS OF THE HEALTHCARE INDUSTRY.IN PARTNERSHIP WITH PROVIDENCE AND THE CATHOLIC HEALTH ASSOCIATION, UP LAUNCHED A COMMUNITY HEALTH INVESTMENT CERTIFICATE, A 16-CREDIT PROGRAM THAT EQUIPS PROFESSIONALS WITH THE TOOLS TO REDUCE HEALTH INEQUITIES THROUGH EVIDENCE-BASED DECISION-MAKING, POLICY ENGAGEMENT, AND COMMUNITY-FOCUSED STRATEGIES.UP'S MASTER'S IN HEALTHCARE ADMINISTRATION NOW INCLUDES TWO NEW CONCENTRATIONS: HEALTH JUSTICE AND COMMUNITY HEALTH. THESE ADDITIONS ALLOW GRADUATE STUDENTS TO EXAMINE HEALTHCARE INEQUITIES AND THE SOCIAL DETERMINANTS OF HEALTH, FURTHER REINFORCING THE UNIVERSITY'S MISSION OF SERVING VULNERABLE POPULATIONS.THE UNIVERSITY ALSO OFFERS AN APPLIED MATHEMATICS PROGRAM WITH A PRE-DATA ANALYTICS FOR HEALTH CARE CONCENTRATION, DEVELOPED IN COLLABORATION WITH TOURO UNIVERSITY'S MASTER OF SCIENCE IN DATA ANALYTICS FOR HEALTH CARE. THIS ACCELERATED PATH ENABLES STUDENTS TO EARN TWO DEGREES IN JUST FIVE YEARS.DEMONSTRATING STRONG CAREER OUTCOMES, UP MAINTAINS AN 89% EMPLOYMENT RATE WITHIN TWO YEARS OF GRADUATION, WITH 84% OF GRADUATES EMPLOYED SIX YEARS OUTCLEAR EVIDENCE OF THE UNIVERSITY'S COMMITMENT TO REAL-WORLD READINESS AND LONG-TERM SUCCESS.FURTHER PRIORITIZING STUDENT EXPERIENCE, UP HAS EXPANDED ITS MENTAL HEALTH AND WELLNESS INITIATIVES. THE UNIVERSITY ADDED A CAMPUS ADVOCATE AND EXPANDED STUDENT WELLNESS RESOURCES, ENSURING ALL STUDENTS HAVE ACCESS TO CARE AND SUPPORT.TO ADVANCE ITS FUTURE, THE PROVIDENCE 100 STRATEGIC PLAN WAS APPROVED IN 2023 AND IS ACTIVE THROUGH 2029. IT BOLDLY POSITIONS THE UNIVERSITY OF PROVIDENCE FOR ITS NEXT CENTURY OF IMPACT. ROOTED IN ITS CATHOLIC MISSION AND VALUES, THE PLAN PRIORITIZES ACADEMIC EXCELLENCE, STUDENT SUCCESS, AND COMMUNITY ENGAGEMENT WHILE ENSURING LONG-TERM FINANCIAL SUSTAINABILITY. MORE THAN A ROADMAP FOR INSTITUTIONAL GROWTH, THIS PLAN IS A COMMITMENT TO SHAPING LIVESEQUIPPING GRADUATES TO LEAD WITH COMPASSION, CONTRIBUTE MEANINGFULLY TO SOCIETY, AND UPHOLD THE UNIVERSITY'S LEGACY OF SERVICE AND JUSTICE FOR THE NEXT 100 YEARS. PROVIDENCE 100 IS GUIDED BY THREE STRATEGIC PILLARS:1. ACADEMIC EXCELLENCETHE UNIVERSITY EDUCATES DIVERSE INDIVIDUALS AND COMMUNITIES THROUGH PROGRAMS RANGING FROM CERTIFICATES TO ADVANCED GRADUATE DEGREES. STUDENTS ARE FORMED TO SERVE THEIR PROFESSIONS AND COMMUNITIES WITH KNOWLEDGE, COMPASSION, AND UNDERSTANDING IN PURSUIT OF THE COMMON GOOD. THESE EFFORTS CREATE A THRIVING LEARNING COMMUNITY GROUNDED IN VALUES-BASED EDUCATION, EMPOWERING STUDENTS TO ACHIEVE PROFESSIONAL EXCELLENCE, ENGAGE WITH SOCIETY, AND LEAD PURPOSEFUL LIVES.2. STUDENT ENROLLMENT & ENGAGEMENTWITH STRATEGIES AND PRACTICES ALIGNED TO ITS MISSION, VISION, AND CORE VALUES, THE UNIVERSITY ENHANCES THE STUDENT EXPERIENCE THROUGH INTENTIONAL RECRUITMENT, RETENTION, AND DEVELOPMENT INITIATIVES. THESE EFFORTS CULTIVATE A SUPPORTIVE AND ENGAGING LEARNING ENVIRONMENT THAT PROMOTES ACADEMIC ACHIEVEMENT, PERSONAL GROWTH, AND OVERALL WELL-BEING.3. SUSTAINABILITY, STABILITY & VIABILITYTHE UNIVERSITY MAINTAINS A FORWARD-LOOKING FOCUS ON LONG-TERM VIABILITY THROUGH COLLABORATION AND THE DEVELOPMENT OF STRUCTURES THAT SUPPORT A MISSION-INSPIRED, ADAPTABLE, AND FISCALLY RESPONSIBLE CULTURE. THESE PRACTICES ENSURE THAT INSTITUTIONAL RESOURCES ARE STEWARDED WISELY, ALIGNING THE UNIVERSITY'S OPERATIONS WITH THE EVOLVING NEEDS OF ITS COMMUNITY AND THE BROADER WORLD.THE UNIVERSITY OF PROVIDENCE IS COMMITTED TO CONTINUOUS IMPROVEMENT THROUGH COMPREHENSIVE INSTITUTIONAL ASSESSMENT-INCLUDING STUDENT LEARNING OUTCOMES, ACHIEVEMENT, AND SUPPORT SERVICE QUALITY. THE PROVIDENCE 100 STRATEGIC PLAN PROVIDES A BLUEPRINT FOR CHANGE AND ACTION, ESTABLISHING CLEAR GOALS, OBJECTIVES, AND PERFORMANCE INDICATORS TO GUIDE PROGRESS AND MEASURE SUCCESS.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses31,777,833
Form 990 (2023)
Form 990 (2023)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
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.............
3
 
No
4
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.........
4
 
No
5
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 Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
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 IClick to see attachment
List of Attached Documents:
// Content
.........................
6
Yes
 
7
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, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a 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 IVClick to see attachment
List of Attached Documents:
// Content
..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment
List of Attached Documents:
// Content
......................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule EClick to see attachment
List of Attached Documents:
// Content
13
Yes
 
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
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.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
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. ....Click to see attachment
List of Attached Documents:
// Content
17
 
No
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............ Click to see attachment
List of Attached Documents:
// Content
18
Yes
 
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...................Click to see attachment
List of Attached Documents:
// Content
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
 
No
Form 990 (2023)
Form 990 (2023)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
Yes
 
23
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....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
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 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I .... Click to see attachment
List of Attached Documents:
// Content
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................Click to see attachment
List of Attached Documents:
// Content
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment
List of Attached Documents:
// Content
...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick to see attachment
List of Attached Documents:
// Content
.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
List of Attached Documents:
// Content
28a
Yes
 
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
List of Attached Documents:
// Content
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
 
No
34
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.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
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 ...Click to see attachment
List of Attached Documents:
// Content
35b
Yes
 
36
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............. Click to see attachment
List of Attached Documents:
// Content
36
 
No
37
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 VIClick to see attachment
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
72
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2023)
Form 990 (2023)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
447
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
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)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
No
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
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.
13a
 
 
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
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2023)
Form 990 (2023)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
22
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.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
22
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
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? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
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? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
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? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
MT
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, 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.
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.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
JILLIAN EHNOT1301 20TH STREET   SOUTH GREAT FALLS,MT59405 (406) 791-5245
Form 990 (2023)
Form 990 (2023)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this 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.
RoundBullet 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.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet 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, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet 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.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) BISHOP JEFFREY FLEMING......................................................................
TRUSTEE
1.00
.................
0.00
X           0 0 0
(2) BRYAN FOX......................................................................
TRUSTEE
1.00
.................
0.00
X           0 0 0
(3) CARI YTURRI......................................................................
TRUSTEE
1.00
.................
0.00
X           0 0 0
(4) CAROL BRONSON......................................................................
TRUSTEE
1.00
.................
0.00
X           0 0 0
(5) CHRIS CHRISTIAENS......................................................................
TRUSTEE
1.00
.................
0.00
X           0 0 0
(6) CURTIS YARLOTT......................................................................
TRUSTEE
1.00
.................
0.00
X           0 0 0
(7) DEXTER BUSBY......................................................................
TRUSTEE
1.00
.................
0.00
X           0 0 0
(8) ED COGHLAN......................................................................
TRUSTEE
1.00
.................
0.00
X           0 0 0
(9) ELIZABETH MCGREGOR......................................................................
TRUSTEE
1.00
.................
0.00
X           0 0 0
(10) ERIC HINEBAUCH......................................................................
TRUSTEE
1.00
.................
0.00
X           0 0 0
(11) FATHER DAN SHEA......................................................................
TRUSTEE
1.00
.................
0.00
X           0 0 0
(12) HODA ASMAR......................................................................
TRUSTEE
1.00
.................
0.00
X           0 0 0
(13) KAYLA-MARIE GUMESON......................................................................
STUDENT REPRESENTATIVE
1.00
.................
0.00
X           0 0 0
(14) MARIA CHRISTIAENS......................................................................
TRUSTEE
1.00
.................
0.00
X           0 0 0
(15) MICHELLE HILL......................................................................
FACULTY REPRESENTATIVE
40.00
.................
0.00
X           61,413 0 10,651
(16) ROGER WITT......................................................................
TRUSTEE
1.00
.................
0.00
X           0 0 0
(17) ROSE WHITNEY......................................................................
TRUSTEE
1.00
.................
0.00
X           0 0 0
Form 990 (2023)
Form 990 (2023)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) SR ROSALIE LOCATI SP........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(19) STUART VANHORN........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(20) TERRY COSGROVE........................................................................
CHAIR
1.00
.......................0.00
X   X       0 0 0
(21) TOM HIER........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(22) TOM MOORE........................................................................
TRUSTEE
1.00
.......................0.00
X           0 0 0
(23) FATHER OLIVER DOYLE........................................................................
PRESIDENT
40.00
.......................0.00
    X       313,251 0 19,873
(24) JILLIAN EHNOT........................................................................
CFO
40.00
.......................0.00
    X       91,545 0 17,060
(25) JOEL BLUML........................................................................
VP OF STUDENT ENGAGEMENT & ATHLETICS
40.00
.......................0.00
        X   147,824 0 24,081
(26) KYLIE CARRANZA........................................................................
VP OF ADVANCEMENT
40.00
.......................0.00
        X   127,736 0 25,935
(27) MACKENZIE STICK........................................................................
VP OF ENROLLMENT MANAGEMENT
40.00
.......................0.00
        X   139,538 0 18,974
(28) MATTHEW REDINGER........................................................................
PROVOST
40.00
.......................0.00
        X   177,293 0 23,761




1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 1,058,600 0 140,335
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 5
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
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
Yes
 
5
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
 
No
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.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
PIONEER COLLEGE CATERERS INC

303 GLENROSE AVE
NASHVILLE,TN37210
CONTRACTED SERVICES - FOOD SERVICE 935,220
ELLUCIAN

62578 COLLECTIONS CENTER DR
CHICAGO,IL60693
IT SERVICES 535,003
NORTHWESTERN ENERGY

PO BOX 589
GREAT FALLS,MT59403
ELECTRICITY 363,558
PRIORITY CLEANING

1601 2ND AVE N STE 304
GREAT FALLS,MT59401
CLEANING SERVICES FOR CAMPUS 321,916
PROVIDENCE HEALTH & SERVICES - WASHINGTO

1801 LIND AVE SW 9016
RENTON,WA98057
IT SERVICES 273,438
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 24
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 118,205
d Related organizations1d 15,996,660
e Government grants (contributions)1e 329,422
f All other contributions, gifts, grants, and similar amounts not included above1f 1,000,772
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f....... 17,445,059
 Program Service RevenueAmt Business Code
2a TUITION 611310 15,999,296 15,999,296    
b STUDENT HOUSING 611310 1,685,899 1,685,899    
c STUDENT BOARD 611310 1,009,296 1,009,296    
d STUDENT ATHLETICS 611310 95,510 95,510    
e ALL OTHER PROGRAM SERV 900999 1,973 1,973    
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 18,791,974
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 1,341,175     1,341,175
4 Income from investment of tax-exempt bond proceeds        
5 Royalties........... 825     825
(i) Real (ii) Personal
6a Gross rents 6a 77,137  
b Less: rental expenses 6b 0  
c Rental income or (loss) 6c 77,137  
d Net rental income or (loss)....... 77,137     77,137
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a    
b Less: cost or other basis and sales expenses 7b    
c Gain or (loss) 7c    
d Net gain or (loss).........        
8a Gross income from fundraising events (not including $ 118,205of contributions reported on line 1c). See Part IV, line 18 ....
8a 9,000
b Less: direct expenses ... 8b 22,019
c Net income or (loss) from fundraising events.. -13,019   -13,019
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a 36,087
b Less: cost of goods sold .. 10b 23,314
c Net income or (loss) from sales of inventory.. 12,773     12,773
 OtherRevenueMiscAmt
Business Code
11a OTHER INCOME 900099 173,388     173,388
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... 173,388
12 Total revenue. See instructions..... 37,829,312 18,791,974 0 1,592,279
Form 990 (2023)
Form 990 (2023)
Page 10
Part IX
Statement of Functional Expenses
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 or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....    
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 8,829,105 8,829,105
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 1,053,105 958,261 91,944 2,900
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 8,290,343 7,543,703 723,809 22,831
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits ....... 3,188,213 2,901,078 278,355 8,780
10 Payroll taxes ........... 856,328 779,206 74,764 2,358
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 14,443 13,142 1,261 40
c Accounting ........... 43,297 39,398 3,780 119
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 126,978 115,542 11,086 350
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 4,876,083 4,436,936 425,718 13,429
12 Advertising and promotion .... 146,930 133,697 12,828 405
13 Office expenses ....... 1,152,635 1,048,827 100,634 3,174
14 Information technology ...... 341,290 310,553 29,797 940
15 Royalties ..        
16 Occupancy ........... 824,607 750,342 71,994 2,271
17 Travel ............ 908,685 826,848 79,335 2,502
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 28,085 25,556 2,452 77
20 Interest ........... 2,637 2,400 230 7
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 1,721,508 1,566,466 150,301 4,741
23 Insurance ... 359,529 327,149 31,390 990
24 Other expenses. Itemize expenses not 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 LICENSES 642,118 584,288 56,062 1,768
b MEMBERSHIPS 154,772 140,833 13,513 426
c RECRUITING EXPENSES 113,541 103,315 9,913 313
d CREDIT CARD FEES 85,941 78,201 7,503 237
e All other expenses 289,016 262,987 25,233 796
25 Total functional expenses. Add lines 1 through 24e 34,049,189 31,777,833 2,201,902 69,454
26 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).        
Form 990 (2023)
Form 990 (2023)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1  
2 Savings and temporary cash investments ......... 1,297,296 2 7,608,478
3 Pledges and grants receivable, net ...... 76,539 3 20,526
4 Accounts receivable, net ............. 213,995 4 497,848
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ........... 72,066 7 56,560
8 Inventories for sale or use ............ 9,334 8 28,275
9 Prepaid expenses and deferred charges ...... 742,400 9 639,459
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 54,897,341
b Less: accumulated depreciation 10b 25,282,540 30,949,969 10c 29,614,801
11 Investments—publicly traded securities . 16,593,831 11 17,394,415
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 639,121 15 711,263
16 Total assets. Add lines 1 through 15 (must equal line 33)... 50,594,551 16 56,571,625
Liabilities 17 Accounts payable and accrued expenses ..... 2,663,401 17 4,974,973
18 Grants payable ...   18  
19 Deferred revenue ......... 658,033 19 650,345
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 280,127 25 216,205
26 Total liabilities. Add lines 17 through 25.. 3,601,561 26 5,841,523
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 29,218,258 27 32,098,918
28 Net assets with donor restrictions ........... 17,774,732 28 18,631,184
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 46,992,990 32 50,730,102
33 Total liabilities and net assets/fund balances ........ 50,594,551 33 56,571,625
Form 990 (2023)
Form 990 (2023)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
37,829,312
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
34,049,189
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
3,780,123
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
46,992,990
5
Net unrealized gains (losses) on investments ...............
5
67,747
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
-88,495
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-22,263
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
50,730,102
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2023)
Form 990 (2023)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
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.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
UNIVERSITY OF PROVIDENCE
 
Employer identification number

81-0231777
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

5
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in 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).
7
An organization that normally receives a substantial part of its support from a governmental unit or from the general public 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
An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:
10
An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
11
12
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c
Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d
Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
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 failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
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) ..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
7 Amounts from line 4..            
8 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 VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
33 1/3% support test—2023. If 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 .......................right arrow
b
33 1/3% support test—2022. 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 ..................... right arrow
17a
10%-facts-and-circumstances test—2023. 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 VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2022. 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 VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
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 ..................................................... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
1 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 furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2023. 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 ....... right arrow
b
33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2023 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2023
(iii)
Distributable
Amount for 2023
1 Distributable amount for 2023 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2023:
a From 2018.......  
b From 2019.......  
c From 2020.......  
d From 2021.......  
e From 2022.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2023 distributable amount  
i Carryover from 2018 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2023 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2023 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2023, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2023. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2024. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2019.....  
b Excess from 2020.....  
c Excess from 2021.....  
d Excess from 2022.....  
e Excess from 2023.....  
Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 


Return Reference Explanation
Schedule A (Form 990) 2023


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
UNIVERSITY OF PROVIDENCE
 
Employer identification number

81-0231777
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




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 for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 its Form 990PF, Part I, line 2, to certify that it doesn't 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.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
UNIVERSITY OF PROVIDENCE
 
Employer identification number
81-0231777
Part I
Contributors
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
(d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
UNIVERSITY OF PROVIDENCE
 
Employer identification number

81-0231777
Part II
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
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
UNIVERSITY OF PROVIDENCE
 
Employer identification number

81-0231777
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
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
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (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
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (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
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (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) (2023)
Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
UNIVERSITY OF PROVIDENCE
 
Employer identification number

81-0231777
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........   5
2 Aggregate value of contributions to (during year)   0
3 Aggregate value of grants from (during year)   0
4 Aggregate value at end of year ........   5,218,954
5
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? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
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)? .............................
9
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.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB 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.
b
If the organization elected, as permitted under FASB 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)
Revenue included on Form 990, Part VIII, line 1 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $ 90,170
2
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 FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
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):
a
d
b
e
 
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?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
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 ............................ 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, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 19,477,568 19,039,725 16,384,829 14,437,735 14,235,347
b Contributions ... 136,306 409,215 1,088,864 108,253 152,311
c Net investment earnings, gains, and losses 1,392,701 791,002 -1,705,324 2,010,791 111,020
d Grants or scholarships ... 453,226 596,051 588,568 93,617 -89,493
e Other expenditures for facilities
and programs ...
126,222 170,324 151,386    
f Administrative expenses ....   -4,001 -4,011,310 78,333 28,550
g End of year balance ...... 20,427,127 19,477,568 19,039,725 16,384,829 14,437,735
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow14.338 %
b
Permanent endowment right arrow85.662 %
c
Term endowment right arrow0 %
The percentages on 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:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
Yes
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   827,320 827,320
b Buildings ....   42,657,046 15,534,404 17,374,506
c Leasehold improvements        
d Equipment ....   11,209,438 9,748,136 11,209,438
e Other .....   203,537   203,537
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 29,614,801
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(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)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
STUDENT DEPOSITS 193,520
FINANCE LEASE OBLIGATIONS 22,685







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 216,205
2. Liability for uncertain tax positions. 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
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 29,323,816
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 67,747
b Donated services and use of facilities ......... 2b 52,090
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d -8,543,686
e Add lines 2a through 2d ..................... 2e -8,423,849
3 Subtract line 2e from line 1.................. 3 37,747,665
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 126,978
b Other (Describe in Part XIII.) ........... 4b -45,331
c Add lines 4a and 4b.................... 4c 81,647
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 37,829,312
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 25,475,948
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 52,090
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d.................... 2e 52,090
3 Subtract line 2e from line 1................... 3 25,423,858
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 126,978
b Other (Describe in Part XIII.) ........... 4b 8,498,353
c Add lines 4a and 4b..................... 4c 8,625,331
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 34,049,189
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART III, LINE 4: THE FIVE PANEL DEPICTION OF THE LEWIS & CLARK EXPEDITION SERVES TO ENHANCE THE ENVIRONMENT ON CAMPUS AS WELL AS SERVE TO REMIND STUDENTS OF THE PHYSICAL AND MENTAL CHALLENGES AND EDUCATIONAL OPPORTUNITIES AS THEY PROCEED THROUGH LIFE.
PART V, LINE 4: ENDOWMENT FUNDS ARE TO BE UTILIZED FOR STUDENT SCHOLARSHIPS.
PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS -8,543,686.
PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -23,314. FUNDRAISING EXPENSES -22,019. ROUNDING 2.
PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -23,314. FUNDRAISING EXPENSES -22,019. SCHOLARSHIPS 8,543,686.
Schedule D (Form 990) 2022


Additional Data


Software ID:  
Software Version:  




SCHEDULE E(Form 990)

Department of the Treasury
Internal Revenue Service
Schools

Right pointing arrow large image Complete if the organization answered "Yes" on Form 990,
Part IV, line 13, or Form 990-EZ, Part VI, line 48.
Right pointing arrow large image Attach to Form 990 or Form 990-EZ.
Right pointing arrow large image Go to www.irs.gov/Form990EZ for the latest information.
OMB No. 1545-0047 2023Open to Public Inspection
Name of the organization
UNIVERSITY OF PROVIDENCE
 
Employer identification number

81-0231777
Part I
YES
NO
1
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? . . . . . . . . . . . . . . . . . .
1
Yes
 
2
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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
Yes
 
3
Has the organization publicized its racially nondiscriminatory policy on its primary publicly accessible Internet homepage at
all times during its taxable year in a manner reasonably expected to be noticed by visitors to the homepage, or 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. . . . . . . . . . . . . . . . . . .
3
 
No
 
4
Does the organization maintain the following?
a
Records indicating the racial composition of the student body, faculty, and administrative staff? . . . . . . . . .
4a
Yes
 
b
Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
basis? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4b
Yes
 
c
Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . .
4c
Yes
 
d
Copies of all material used by the organization or on its behalf to solicit contributions? . . . . . . . . . . . .
4d
Yes
 
If you answered "No" to any of the above, please explain. If you need more space, use Part II.
 
5
Does the organization discriminate by race in any way with respect to:
a
Students' rights or privileges? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5a
 
No
b
Admissions policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5b
 
No
c
Employment of faculty or administrative staff? . . . . . . . . . . . . . . . . . . . . . . . . .
5c
 
No
d
Scholarships or other financial assistance? . . . . . . . . . . . . . . . . . . . . . . . . . .
5d
 
No
e
Educational policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5e
 
No
f
Use of facilities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5f
 
No
g
Athletic programs? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5g
 
No
h
Other extracurricular activities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5h
 
No
If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.
 
6a
Does the organization receive any financial aid or assistance from a governmental agency? . . . . . . . . . .
6a
Yes
 
b
Has the organization's right to such aid ever been revoked or suspended? . . . . . . . . . . . . . . . .
6b
 
No
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, as modified by Rev. Proc. 2019-22, 2019-22 I.R.B. 1260, covering racial nondiscrimination? If "No," explain on Part II. . . . . . . . . . . . . . . . . . . . . . . . . .
7
Yes
 
Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50085D
Schedule E (Form 990) (2023)
Schedule E (Form 990) (2023)
Page 2
Part II
Supplemental Information. Provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also provide
any other additional information. See instructions.
Return Reference Explanation
SCHEDULE E, PART I, LINE 3 THE UNIVERSITY OF PROVIDENCE CLAIMS AN EXEMPTION FROM THE REQUIREMENT TO PUBLISH THE UNIVERSITY POLICY PUBLICLY AS REV. PROC. 75-50 STATES ON THE BASIS THAT THE UNIVERSITY DRAWS ITS STUDENTS NATIONALLY AND THEIR RECORDS SHOW EVIDENCE OF THE NONDISCRIMINATION POLICY IN MEANINGFUL NUMBERS. THE SUCCESS OF OUR POLICY IS SHOWN BY HAVING 24% ETHNIC STUDENTS IN OUR STUDENT BODY, WHICH CONSTITUTES MEANINGFUL RESULTS IN COMPARISON TO THE ETHNIC MAKEUP OF THE SURROUNDING COMMUNITIES.
SCHEDULE E, PART I, LINE 6 THE UNIVERSITY RECEIVES GRANTS FROM GOVERNMENTAL AGENCIES USED TO PROVIDE BOTH DIRECT AND INDIRECT ASSISTANCE TO STUDENTS.
Schedule E (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  
SCHEDULE G (Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
UNIVERSITY OF PROVIDENCE
 
Employer identification number

81-0231777
Part I
Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
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?
b
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow      
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.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) 2023
Schedule G (Form 990) 2023
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on 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.









VerticalRevenue
(a) Event #1

TABLE OF THE KING
(event type)
(b) Event #2

 
(event type)
(c) Other events

 
(total number)
(d) Total events
(add col. (a) through col. (c))

1

Gross receipts . . . . .

127,205

 

 

127,205

2

Less: Contributions . . . .

118,205

 

 

118,205
3 Gross income (line 1 minus
line 2) . . . . . .

9,000

 

 

9,000



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . . 887     887
7 Food and beverages . . . 10,424     10,424
8 Entertainment . . . . 750     750
9 Other direct expenses . . . 9,958     9,958
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 22,019
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -13,019
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1

Gross revenue . . . . .

 

 

 

 
VerticalDirectExpenses

2

Cash prizes . . . . .

 

 

 

 

3

Noncash prizes . . . .

 

 

 

 

4

Rent/facility costs . . . .

 

 

 

 

5

Other direct expenses . . .

 

 

 

 


6


Volunteer labor . . . .
%
%
%


7

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

 

8

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
YesNo
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
YesNo
b
If "Yes," explain:
 
Schedule G (Form 990) 2023
Schedule G (Form 990) 2023
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
YesNo
12
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? . . . . . . . . . . . . . . . . .
YesNo
13
Indicate the percentage of gaming activity conducted 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:
Name right arrow
Address right arrow
15a
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 right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G (Form 990) 2023
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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
UNIVERSITY OF PROVIDENCE
 
Employer identification number
81-0231777
Part I
General Information on Grants and Assistance
1
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? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
(if applicable)
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
(12)
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
 
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2023

Schedule I (Form 990) 2023
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1) SCHOLARSHIPS - TUITION, FEES, BOOKS, ETC 485 8,712,065 0    
(2) SCHOLARSHIPS - HOUSING ALLOWANCE 27 92,540 0    
(3) TITLE IV STUDENT ASSISTANCE 12 24,500 0    
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: THE UNIVERSITY HAS A DETAILED PROCESS FOR GRANTING SCHOLARSHIPS TO INDIVIDUALS BASED ON NEED. ONCE AWARDED, THE SCHOLARSHIPS ARE POSTED TO THE STUDENTS' ACCOUNTS FOR USE TOWARD THE COST OF TUITION, FEES, TEXTBOOKS, ON-CAMPUS HOUSING AND OTHER EDUCATIONAL COSTS.
Schedule I (Form 990) 2023



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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
UNIVERSITY OF PROVIDENCE
 
Employer identification number

81-0231777
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
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 .....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured 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 ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on 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.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1FATHER OLIVER DOYLE
PRESIDENT
(i)

(ii)
313,251
-------------
0
0
-------------
0
0
-------------
0
11,424
-------------
0
8,449
-------------
0
333,124
-------------
0
0
-------------
0
2MATTHEW REDINGER
PROVOST
(i)

(ii)
177,293
-------------
0
0
-------------
0
0
-------------
0
7,128
-------------
0
16,633
-------------
0
201,054
-------------
0
0
-------------
0
3JOEL BLUML
VP OF STUDENT ENGAGEMENT & ATHLETICS
(i)

(ii)
147,824
-------------
0
0
-------------
0
0
-------------
0
2,538
-------------
0
21,543
-------------
0
171,905
-------------
0
0
-------------
0
4MACKENZIE STICK
VP OF ENROLLMENT MANAGEMENT
(i)

(ii)
139,538
-------------
0
0
-------------
0
0
-------------
0
5,600
-------------
0
13,374
-------------
0
158,512
-------------
0
0
-------------
0
5KYLIE CARRANZA
VP OF ADVANCEMENT
(i)

(ii)
127,736
-------------
0
0
-------------
0
0
-------------
0
5,600
-------------
0
20,335
-------------
0
153,671
-------------
0
0
-------------
0
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
Page 3
Part III
Supplemental Information
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.
Return Reference Explanation
PART I, LINE 1A HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE UNIVERSITY OF PROVIDENCE PROVIDES A HOUSING ALLOWANCE TO FATHER OLIVER DOYLE, PRESIDENT. THE AMOUNT RECEIVED IS INCLUDED ON SCHEDULE J, PART II, COLUMN B (I) - BASE COMPENSATION ON THE FORM 990.
PART I, LINE 4B ENTITIES WITHIN THE PROVIDENCE SYSTEM SPONSOR NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS FOR CERTAIN EXECUTIVES. THE PLANS PROVIDE FOR EMPLOYER CONTRIBUTIONS BASED ON A PERCENTAGE OF EXECUTIVE BASE SALARY AND, DEPENDING ON THE PLAN, ARE SUBJECT TO EITHER A THREE YEAR, AGE 59 1/2 OR A FIVE YEAR, AGE 65 VESTING SCHEDULE. UNTIL THE EXECUTIVE PROVIDES THESE SUBSTANTIAL FUTURE SERVICES, THESE SUPPLEMENTAL RETIREMENT CONTRIBUTIONS ARE AT RISK, AND WILL BE FORFEITED IF THE EXECUTIVE LEAVES THE ORGANIZATION BEFORE REACHING HER OR HIS VESTING DATE. THE SUPPLEMENTAL RETIREMENT CONTRIBUTIONS ARE INCLUDED IN COLUMN (C) AS A NONTAXABLE BENEFIT IN THE YEAR THE CONTRIBUTION IS CREDITED TO THE EXECUTIVE'S ACCOUNT, AND ARE INCLUDED AGAIN ON THE FORM 990 IN COLUMN (B)(III) IF AND WHEN THE AMOUNT BECOMES VESTED IN A FUTURE YEAR, AS THE FORM 990 REQUIRES. THE FOLLOWING INDIVIDUALS RECEIVED A PAYOUT DURING THE CURRENT YEAR: SHERYL VACCA - $ 142,963
PART I, LINE 7 NON-FIXED PAYMENTS THE PROVIDENCE EXECUTIVE COMPENSATION COMMITTEE (OF THE BOARD) HAS APPROVED AN EXECUTIVE COMPENSATION PHILOSOPHY THAT CLOSELY TIES AN EXECUTIVE'S COMPENSATION TO PERFORMANCE - BOTH THE PERFORMANCE OF THE ORGANIZATION AND THE PERFORMANCE OF THE EXECUTIVE. THERE IS NO GUARANTEE THAT THIS PART OF A LEADER'S COMPENSATION WILL BE PAID - IF THE PERFORMANCE OF THE ORGANIZATION OR OF THE INDIVIDUAL DOES NOT MEET THE PERFORMANCE STANDARDS FOR PAYMENT, NO PERFORMANCE-BASED PAYMENT IS MADE. THIS APPROACH IS REFLECTED IN PROVIDENCE'S LEADERSHIP ANNUAL INCENTIVE PLAN AND LONG-TERM INCENTIVE PLAN, WHICH ARE PERFORMANCE-BASED ANNUAL INCENTIVE PLANS THAT AFFORD PARTICIPATING EXECUTIVES THE OPPORTUNITY TO EARN "AT RISK" COMPENSATION THROUGH PERFORMANCE AGAINST VERY CHALLENGING GOALS. PAYOUTS WILL BE AWARDED BASED ON GOALS RELATED TO STRATEGIC OBJECTIVES, FISCAL STEWARDSHIP AND QUALITY OF CARE - THESE GOALS ARE SET BEFORE THE YEAR BEGINS AND ARE VERY CHALLENGING. THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS AND APPROVES EACH YEAR'S PERFORMANCE GOALS TO MAKE SURE THEY ARE SUFFICIENTLY CHALLENGING, AND TO MAKE SURE THE GOALS ARE DESIGNED TO HELP PROVIDENCE MEET ITS MISSION AND STRATEGIC PURPOSES. EACH YEAR THE PSJH BOARD EXECUTIVE COMPENSATION COMMITTEE REVIEWS THE INCENTIVE PERFORMANCE AND MUST CERTIFY THE ACHIEVEMENT OF PERFORMANCE GOALS BEFORE ANY AWARDS ARE PAID OUT. WHEN REVIEWING AND APPROVING TOTAL COMPENSATION FOR EXECUTIVES, THE EXECUTIVE COMPENSATION COMMITTEE INCLUDES INCENTIVE AWARDS, TO MAKE SURE THAT COMPENSATION IS REASONABLE AND WELL-SUPPORTED BY MARKET DATA. THE COMMITTEE CONSISTS ONLY OF DIRECTORS WHO ARE FREE OF CONFLICTS OF INTEREST, AND THE COMMITTEE RELIES ON MARKET SURVEY DATA GATHERED BY AN INDEPENDENT CONSULTANT. THE COMMITTEE CONDUCTS THIS REVIEW AND APPROVAL PROCESS IN A MANNER THAT IS IN ACCORDANCE WITH IRS REQUIREMENTS FOR COMPENSATION OF TAX-EXEMPT ORGANIZATION LEADERS, AND IN ACCORDANCE WITH THE BEST GOVERNANCE PRACTICES IN THE INDUSTRY.
Schedule J (Form 990) 2023

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Schedule L
(Form 990)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
UNIVERSITY OF PROVIDENCE
 
Employer identification number

81-0231777
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ............... $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990) 2023
Schedule L (Form 990) 2023
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) SUBSTANTIAL CONTRIBUTOR
 
SUBSTANTIAL CONTRIB 935,220 FOOD SVCS   No
(2) SUBSTANTIAL CONTRIBUTOR
 
SUBSTANTIAL CONTRIB 363,558 ELECTRICITY   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990) 2023


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SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service
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.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
UNIVERSITY OF PROVIDENCE
 
Employer identification number

81-0231777
Return Reference Explanation
FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE UNIVERSITY OF PROVIDENCE EXEMPLIFIES THE ENDURING VALUES OF FAITH-BASED EDUCATION, DEVELOPING GRADUATES GROUNDED IN COMPASSION, SERVICE, AND A COMMITMENT TO THE COMMON GOOD. WITH A RICH HISTORY AND AN UNWAVERING MISSION, THE INSTITUTION PROVIDES STUDENTS WITH A TRANSFORMATIVE EDUCATION THAT PREPARES THEM FOR PROFESSIONAL SUCCESS AND LIVES OF MEANINGFUL SERVICE. THE UNIVERSITY CONTINUES TO SHAPE FUTURE LEADERS EQUIPPED TO CONTRIBUTE THOUGHTFULLY AND PURPOSEFULLY TO THE BETTERMENT OF SOCIETY. ROOTED IN ITS CATHOLIC IDENTITY AND THE LEGACY OF THE SISTERS OF PROVIDENCE, THE UNIVERSITY EXTENDS THE TEACHING AND HEALING MINISTRIES OF JESUS CHRIST. AS A SISTER MINISTRY OF THE PROVIDENCE HEALTH SYSTEM, THE UNIVERSITY MAINTAINS A DEEP COMMITMENT TO SERVING THOSE MOST IN NEED. THIS HERITAGE SHAPES ITS CORE VALUES-COMPASSION, DIGNITY, JUSTICE, EXCELLENCE, AND INTEGRITY-AND INSPIRES ITS EDUCATIONAL OBJECTIVES, FOSTERING A COMMUNITY DEVOTED TO THE COMMON GOOD. THIS MISSION IS REALIZED THROUGH RIGOROUS ACADEMIC PROGRAMS, EXPERIENTIAL LEARNING OPPORTUNITIES, AND A VIBRANT CAMPUS MINISTRY. THE UNIVERSITY ALSO PARTNERS WITH PUBLIC AND PRIVATE INSTITUTIONS TO ACHIEVE SHARED GOALS ALIGNED WITH ITS EDUCATIONAL PURPOSE, ULTIMATELY PREPARING GRADUATES TO BE ENGAGED CITIZENS AND COMPASSIONATE LEADERS. THE UNIVERSITY'S COMMITMENT TO HOLISTIC DEVELOPMENT DRIVES ITS EDUCATIONAL EXPERIENCE, AS GRADUATES ARE PREPARED FOR LIVES OF MEANING AND PURPOSE. THIS EXPERIENCE FOSTERS INTELLECTUAL CURIOSITY, ETHICAL REASONING, AND A STRONG SENSE OF SERVICE, EQUIPPING STUDENTS WITH THE CRITICAL THINKING SKILLS AND SOCIAL RESPONSIBILITY NEEDED TO CONTRIBUTE MEANINGFULLY TO SOCIETY.
FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS PROVIDENCE HEALTH & SERVICES IS THE SOLE CORPORATE MEMBER OF UNIVERSITY OF PROVIDENCE.
FORM 990, PART VI, SECTION A, LINE 7A CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS UNIVERSITY OF PROVIDENCE HAS A TIERED GOVERNANCE IN WHICH THE CORPORATE MEMBERS RESERVE THE RIGHT TO APPOINT THE UNIVERSITY OF PROVIDENCE'S GOVERNING BOARD, ALL NOMINATIONS THAT COME FROM THE UNIVERSITY OF PROVIDENCE BOARD AS NOMINATIONS MUST BE APPROVED BY PROVIDENCE HEALTH & SERVICES, AS THE CORPORATE MEMBER.
FORM 990, PART VI, SECTION A, LINE 7B CLASSES OF PERSONS, DECISIONS REQUIRING APPROVAL & TYPE OF VOTING RIGHTS THE FOLLOWING POWERS RESIDE WITH THE CORPORATE MEMBER: 1) TO ADOPT OR CHANGE THE MISSION, PHILOSOPHY, AND VALUES, INCLUDING THE STRATEGIC PLAN AND MISSION STATEMENT. 2) TO AMEND OR REPEAL THE ARTICLES OF INCORPORATION OR BYLAWS. 3) TO APPROVE THE ACQUISITION OF ASSETS, THE INCURRENCE OF INDEBTEDNESS OR THE LEASE, SALE TRANSFER, ASSIGNMENT OR ENCUMBERING OF ASSETS EXCEEDING A SPECIFIED THRESHOLD, OR THE SALE OR TRANSFER OF ANY PROPERTY WHICH MAY HAVE HISTORICAL OR RELIGIOUS SIGNIFICANCE. 4) TO APPROVE THE DISSOLUTION OR LIQUIDATION. 5) TO APPROVE THE ANNUAL OPERATING AND CAPITAL BUDGETS. 6) TO APPOINT THE CERTIFIED PUBLIC ACCOUNTANTS. 7) TO APPROVE THE CLOSURE OF ANY INSTITUTION OR MAJOR ENTITY OR WORK OF THE CORPORATION.
FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW FORM 990 THE FORM 990 WAS PREPARED BASED ON INFORMATION RECEIVED FROM VARIOUS DEPARTMENTS OF THE ORGANIZATION INCLUDING THE FINANCE TEAM, HUMAN RESOURCES, PAYROLL, COMPLIANCE AND THE GENERAL COUNSEL'S OFFICE. THE ORGANIZATION ENGAGED AN OUTSIDE ACCOUNTING FIRM TO PREPARE THE RETURN. THE RETURN HAS BEEN REVIEWED BY AN OFFICER OF THE ORGANIZATION. A FULL COPY OF THE FORM 990 WAS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. THE AUDIT COMMITTEE OF THE PARENT ORGANIZATION IS PROVIDED AN ANNUAL UPDATE ON THE TAX REPORTING PROCESS AND KEY DISCLOSURES.
FORM 990, PART VI, SECTION B, LINE 12C PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST PROVIDENCE TAKES THE ISSUE OF CONFLICTS OF INTEREST, AND INDEPENDENT UNCONFLICTED DECISION-MAKING, VERY SERIOUSLY. PROVIDENCE HAS A COMPREHENSIVE CONFLICT OF INTEREST POLICY AND INTEREST DISCLOSURE POLICY, REVISED IN 2023, AND CAREFULLY AND THOROUGHLY ADMINISTERS THESE POLICIES. BOARD MEMBERS, SPONSORS, SENIOR LEADERS AND KEY CORE LEADERS ARE REQUIRED TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST IN ACCORDANCE WITH THE PROVIDENCE CONFLICT OF INTEREST POLICY, AND SO THAT THE INDIVIDUAL SATISFIES HIS OR HER FIDUCIARY OBLIGATIONS TO THE ORGANIZATION. DISCLOSURES ARE MADE ANNUALLY, AS WELL AS ANY TIME AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST ARISES. PROVIDENCE CHIEF LEGAL OFFICER AND/OR THE PROVIDENCE CHIEF RISK OFFICER, REVIEW ALL DISCLOSURES. WHERE APPROPRIATE, THE CEO AND/OR THE BOARD CHAIR WILL REVIEW CONFLICT OF INTEREST SITUATIONS THAT INVOLVE SENIOR LEADERSHIP OR A BOARD MEMBER OTHER THAN THE CHAIR. PROVIDENCE CHIEF LEGAL OFFICER AND/OR CHIEF RISK OFFICER REVIEW MATTERS WHERE CONFLICT IS DIFFICULT OR CANNOT BE READILY RESOLVED AND PRESENT RECOMMENDATIONS TO THE APPROPRIATE BOARD COMMITTEE OR THE CEO, FOR DISCUSSION AND RESOLUTION. WHEN APPROPRIATE, THE INDIVIDUAL WITH THE REAL/POTENTIAL CONFLICT THAT IS BEING REVIEWED MAY PARTICIPATE IN THE DISCUSSION BUT IS RECUSED FROM THE MEETING, AND FROM ANY FINAL DISCUSSION AND VOTE, WHEN A DECISION IS BEING MADE ON WHETHER A CONFLICT EXISTS, OR WHEN THE ACTION GIVING RISE TO THE CONFLICT OF INTEREST IS DECIDED. WHERE APPROPRIATE, THE CHIEF RISK OFFICER OR CHIEF LEGAL OFFICER WILL PROVIDE A PLAN TO MANAGE CONFLICTS AND AVOID PARTICIPATION BY THE CONFLICTED INDIVIDUAL IN THE MATTER GIVING RISE TO THE CONFLICT OF INTEREST. AUDITING AND MONITORING OF THIS PROCESS IS DONE PERIODICALLY. ALL DOCUMENTATION OF CONFLICT OF INTEREST DISCLOSURES IS RETAINED IN ACCORDANCE WITH ORGANIZATION RETENTION POLICY.
FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION COMPENSATION PROCESS FOR TOP OFFICIAL THE BOARD OF DIRECTORS REVIEWS AVAILABLE MARKET DATA FOR COMPENSATION AND APPROVES THE COMPENSATION OF THE CEO, TOP MANAGEMENT, OFFICERS AND KEY EMPLOYEES. IT IS PROVIDENCE'S INTENTION TO MAKE FINANCIAL INFORMATION ACCESSIBLE AND TRANSPARENT. ALTHOUGH THE FILING OF FORM 990 PROVIDES INSIGHT INTO HOW PROVIDENCE ACHIEVES ITS MISSION, DELIVERS ITS PROGRAMS AND STEWARDS ITS FINANCES, DECIPHERING THE INFORMATION DIRECTLY FROM FORM 990 CAN BE CHALLENGING. THE FOLLOWING PARAGRAPHS PROVIDE FURTHER INFORMATION ABOUT THE PROCESS WE USE TO DETERMINE COMPENSATION FOR TOP MANAGEMENT, OFFICERS AND KEY EMPLOYEES. PROVIDENCE HAS A SINGLE FIDUCIARY BOARD, WITH RESPONSIBILITY FOR FINANCIAL OVERSIGHT ASSOCIATED WITH FULFILLMENT OF THE PROVIDENCE MISSION, DEVELOPING SYSTEM POLICIES, PROTECTING THE ASSETS ENTRUSTED TO THE ORGANIZATION AND OVERSEEING THE STRATEGIC AND OPERATIONAL AFFAIRS OF PROVIDENCE'S LEGAL ENTITIES. PROVIDENCE ALSO MAINTAINS A NETWORK OF COMMUNITY ENTITY BOARDS WITH RESPONSIBILITY FOR QUALITY OF CARE OVERSIGHT, COMMUNITY RELATIONS, ADVOCACY AND COMMUNITY NEEDS ASSESSMENTS. PROVIDENCE HAS A CONSISTENT COMPENSATION PHILOSOPHY FOR ALL OF ITS SENIOR EXECUTIVES, INCLUDING ALL OFFICERS. SALARIES FOR SENIOR EXECUTIVES ARE REVIEWED AT LEAST ANNUALLY BY THE EXECUTIVE COMPENSATION COMMITTEE, WHICH IS A COMMITTEE OF THE PROVIDENCE BOARD CONSISTING ONLY OF OUTSIDE, INDEPENDENT DIRECTORS. THE COMMITTEE MAKES SURE, AT EACH OF ITS MEETINGS, THAT NO MEMBER OF THE COMMITTEE HAS A CONFLICT OF INTEREST AS TO ANY EXECUTIVE WHOSE COMPENSATION IS REVIEWED BY THE COMMITTEE. THE EXECUTIVE COMPENSATION COMMITTEE RETAINS AN INDEPENDENT CONSULTANT EACH YEAR TO REVIEW SALARIES OF THOSE IN THE MOST SIGNIFICANT LEADERSHIP ROLES IN THE ORGANIZATION. PART OF THE CONSULTANT'S ROLE IS TO REVIEW AN EXTENSIVE ARRAY OF COMPENSATION SURVEYS OF LARGE, NOT-FOR-PROFIT HEALTH CARE SYSTEMS IN THE UNITED STATES. PROVIDENCE IS ONE OF THE LARGER HEALTH SYSTEMS IN THE COUNTRY, AND AS SUCH, THE BOARD BENCHMARKS EXECUTIVE COMPENSATION AGAINST OTHER LARGE, NOT-FOR-PROFIT HEALTH SYSTEMS THAT ARE SUBSTANTIALLY SIMILAR TO PROVIDENCE IN SIZE AND COMPLEXITY (SUCH AS HAVING A SIMILAR AMOUNT OF ANNUAL NET REVENUE). ADDITIONALLY, BECAUSE PROVIDENCE OFTEN LOOKS TO GENERAL INDUSTRY FOR LEADERS IN CERTAIN FUNCTIONAL AREAS, PROVIDENCE ALSO TAKES INTO CONSIDERATION GENERAL INDUSTRY MARKET DATA IN THESE SPECIAL SITUATIONS. BASE SALARIES FOR PROVIDENCE EXECUTIVES ARE GENERALLY TARGETED TO THE "MEDIAN" LEVEL OF THE MARKET DATA (WHERE HALF THE SALARIES IN THE DATA ARE LOWER AND HALF THE SALARIES IN THE DATA ARE HIGHER), AS IDENTIFIED BY THE INDEPENDENT CONSULTANT AND REVIEWED WITH THE EXECUTIVE COMPENSATION COMMITTEE. THE PRESIDENT/CEO UTILIZES THE MARKET INFORMATION PROVIDED BY THE CONSULTANT ALONG WITH FORMAL PERFORMANCE EVALUATIONS, TO DETERMINE SALARY RECOMMENDATIONS FOR OTHER SENIOR EXECUTIVES. THIS PROCESS INCLUDES A RIGOROUS ANALYSIS OF THOSE RECOMMENDATIONS WITH THE EXECUTIVE COMPENSATION COMMITTEE AS A PART OF THE REVIEW AND APPROVAL PROCESS. TOTAL COMPENSATION IS TIED CLOSELY TO PERFORMANCE OF THE ORGANIZATION AND THE INDIVIDUAL. PERFORMANCE INCENTIVES ALLOW EXECUTIVES TO EARN ADDITIONAL COMPENSATION IF THEY HELP LEAD PROVIDENCE IN ACHIEVING SPECIFIC ORGANIZATIONAL GOALS FOR FURTHERING PROVIDENCE'S OPERATING COMMITMENTS AND STRATEGIC OBJECTIVES. THE BOARD OF DIRECTORS CONDUCTS A THOROUGH REVIEW PROCESS TO ENSURE PERFORMANCE INCENTIVES ARE ALIGNED WITH APPROPRIATE MARKET PRACTICES. THE BOARD'S PROCESS FOR SETTING, REVIEWING AND APPROVING EXECUTIVE COMPENSATION FULLY COMPLIES WITH IRS STANDARDS (TO ASSURE THAT ALL COMPENSATION IS CONSIDERED REASONABLE) AND REFLECTS BEST GOVERNANCE PRACTICES IN THE INDUSTRY. THE PROCESS WAS LAST COMPLETED IN JUNE 2024.
FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY & FINANCIAL STATEMENTS THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE PSJH COMMUNITY BENEFIT REPORTS, FINANCIAL REPORTS, AND PHILANTHROPY REPORTS ARE ALSO AVAILABLE ON THE PSJH INTERNET SITE.
FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 4,180,372. MANAGEMENT AND GENERAL EXPENSES 401,102. FUNDRAISING EXPENSES 12,652. TOTAL EXPENSES 4,594,126. COLLECTIONS: PROGRAM SERVICE EXPENSES 10,739. MANAGEMENT AND GENERAL EXPENSES 1,030. FUNDRAISING EXPENSES 33. TOTAL EXPENSES 11,802. OFFICIATING: PROGRAM SERVICE EXPENSES 72,665. MANAGEMENT AND GENERAL EXPENSES 6,972. FUNDRAISING EXPENSES 220. TOTAL EXPENSES 79,857. REPAIRS & MAINTENANCE: PROGRAM SERVICE EXPENSES 173,160. MANAGEMENT AND GENERAL EXPENSES 16,614. FUNDRAISING EXPENSES 524. TOTAL EXPENSES 190,298.
FORM 990, PART XI, LINE 9: RETURN OF FUNDS, PERKINS -22,261. ROUNDING -2.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
UNIVERSITY OF PROVIDENCE
 
Employer identification number

81-0231777
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)COLLABRIA CARE
414 SOUTH JEFFERSON STREET

NAPA,CA94559
68-0393144
HEALTHCARE CA 501(C)(3) 10 SJHCN
 
Yes
 
(2)COVENANT ACO
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
61-1573313
HEALTHCARE TX 501(C)(3) 12, I CHS
 
Yes
 
(3)COVENANT CHILDREN'S PHYSICIANS GROUP
3615 19TH STREET

LUBBOCK,TX79410
88-1290850
HEALTHCARE TX 501(C)(3) PENDING CHS
 
Yes
 
(4)COVENANT HEALTH NETWORK INC
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
46-1259908
HEALTHCARE CA 501(C)(3) 12, III SJHS
 
Yes
 
(5)COVENANT HEALTH PARTNERS
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
46-3516417
HEALTHCARE TX 501(C)(3) 12, I CHS
 
Yes
 
(6)COVENANT HEALTH SYSTEM
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
75-2765566
HEALTHCARE TX 501(C)(3) 3 SJHS
 
Yes
 
(7)COVENANT HEALTH SYSTEM FOUNDATION
3623 22ND PLACE

LUBBOCK,TX79410
75-2897026
HEALTHCARE TX 501(C)(3) 7 CHS
 
Yes
 
(8)COVENANT HOME AND COMMUNITY CARE
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
92-0275096
HEALTHCARE TX 501(C)(3) 10 CHS
 
Yes
 
(9)COVENANT HOSPITAL HOBBS
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
84-4273963
HEALTHCARE TX 501(C)(3) 3 CHS
 
Yes
 
(10)COVENANT MEDICAL CENTER
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
82-2913146
HEALTHCARE TX 501(C)(3) 3 CHS
 
Yes
 
(11)COVENANT MEDICAL GROUP
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
75-2743883
HEALTHCARE TX 501(C)(3) 3 CHS
 
Yes
 
(12)EVERETT TRANSITIONAL CARE SERVICES
PO BOX 5128

EVERETT,WA982065128
94-3264605
TRANSITIONAL CARE WA 501(C)(3) 10 N/A
 
No
(13)GAMELIN WASHINGTON ASSOCIATION
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
20-1910170
SUPPORT WA 501(C)(3) 7 PHS WA
 
Yes
 
(14)GLOBAL TO LOCAL HEALTH INITIATIVE
2800 SOUTH 192ND ST 104

SEATAC,WA98188
27-3133200
HEALTHCARE WA 501(C)(3) 7 SHS
 
Yes
 
(15)GRACE CLINIC OF LUBBOCK
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
20-3856995
HEALTHCARE TX 501(C)(3) 3 LHH LLC
 
Yes
 
(16)HOSPICE OF LUBBOCK
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
75-2133781
HEALTHCARE TX 501(C)(3) 10 CHS
 
Yes
 
(17)INSTITUTE FOR MENTAL HEALTH & WELLNESS
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
81-4260130
HEALTHCARE WA 501(C)(3) PF PHS SJHS
 
Yes
 
(18)INSTITUTE FOR SYSTEMS BIOLOGY
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
91-2003593
HEALTHCARE WA 501(C)(3) 7 WHC
 
Yes
 
(19)KADLEC AUXILIARY INC
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
91-6033089
SUPPORT WA 501(C)(3) 12, III KRMC
 
Yes
 
(20)KADLEC FOUNDATION
888 SWIFT BLVD

RICHLAND,WA99352
23-7005501
SUPPORT WA 501(C)(3) 7 KRMC
 
Yes
 
(21)KADLEC REGIONAL MEDICAL CENTER
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
91-0655392
HEALTHCARE WA 501(C)(3) 3 WHC
 
Yes
 
(22)LITTLE COMPANY OF MARY ANCILLARY SERVICES CORPORATION
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
33-0844408
IMAGING SERVICES CA 501(C)(3) 10 PHS SOCAL
 
Yes
 
(23)LUBBOCK HERITAGE HOSPITAL LLC
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
26-4021016
HEALTHCARE TX 501(C)(3) 3 CHS
 
Yes
 
(24)LUNDBERG ASSOCIATION PROVIDENCE HOUSE
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
91-1562797
SUPPORT OR 501(C)(3) 7 PHS OR
 
Yes
 
(25)METHODIST CHILDREN'S HOSPITAL
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
75-2428911
HEALTHCARE TX 501(C)(3) 3 CHS
 
Yes
 
(26)METHODIST HOSPITAL LEVELLAND
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
75-2246348
HEALTHCARE TX 501(C)(3) 3 CHS
 
Yes
 
(27)METHODIST HOSPITAL PLAINVIEW
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
75-2426010
HEALTHCARE TX 501(C)(3) 3 CHS
 
Yes
 
(28)MISSION HOSPITAL REGIONAL MEDICAL CTR
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
95-1643360
HEALTHCARE CA 501(C)(3) 3 SJHS
 
Yes
 
(29)NORTHWEST HOPE & HEALING FOUNDATION
PO BOX 16069

SEATTLE,WA98116
20-0799737
SUPPORT WA 501(C)(3) 12, I SHS
 
Yes
 
(30)OPEN DOOR VENTURES
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
91-1608508
SUPPORT WA 501(C)(3) 7 PHS WA
 
Yes
 
(31)PACMED CLINICS
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
56-2290878
HEALTHCARE WA 501(C)(3) 10 WHC
 
Yes
 
(32)PH&S FOUNDATIONSFVSA & SCVSA
501 SOUTH BUENA VISTA STREET

BURBANK,CA915054809
95-3544877
HEALTHCARE CA 501(C)(3) 7 PHS SOCAL
 
Yes
 
(33)PROVIDENCE ALASKA FOUNDATION
3760 PIPER STREET SUITE 2021

ANCHORAGE,AK99508
92-0093565
HEALTHCARE AK 501(C)(3) 7 PHS WA
 
Yes
 
(34)PROVIDENCE BENEDICTINE NURSING CENTER FOUNDATION
540 SOUTH MAIN ST

MT ANGEL,OR97362
91-1940286
HEALTHCARE OR 501(C)(3) 7 PHS OR
 
Yes
 
(35)PROVIDENCE BLANCHET ASSOCIATION
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
91-1789266
SUPPORT WA 501(C)(3) 7 PHS WA
 
Yes
 
(36)PROVIDENCE CHILDREN'S HEALTH FOUNDATION
4805 NE GLISAN ST STE 2N35

PORTLAND,OR97213
93-0800140
SUPPORT OR 501(C)(3) 7 PHS OR
 
Yes
 
(37)PROVIDENCE COMMUNITY HEALTH FOUNDATION
940 ROYAL AVE SUITE 410

MEDFORD,OR97504
93-0692907
HEALTHCARE OR 501(C)(3) 7 PHS OR
 
Yes
 
(38)PROVIDENCE DETHMAN HOUSE
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
47-3385506
SUPPORT WA 501(C)(3) 7 N/A
 
No
(39)PROVIDENCE FACEY MEDICAL FOUNDATION (FKA FACEY MEDICAL FDN)
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
95-4322584
SUPPORT CA 501(C)(3) 7 PHS SOCAL
 
Yes
 
(40)PROVIDENCE GAMELIN HOUSE ASSOCIATION
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
31-1744654
SUPPORT WA 501(C)(3) 7 PHS WA
 
Yes
 
(41)PROVIDENCE HEALTH & SERVICES
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
91-1549796
HEALTHCARE WA 501(C)(3) 12, II PSJH
 
 
No
(42)PROVIDENCE HEALTH & SERVICES - MONTANA
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
81-0231793
HEALTHCARE MT 501(C)(3) 3 PHS WA
 
Yes
 
(43)PROVIDENCE HEALTH & SERVICES - OREGON
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
51-0216587
HEALTHCARE OR 501(C)(3) 3 PHS
 
Yes
 
(44)PROVIDENCE HEALTH & SERVICES - WASHINGTON
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
51-0216586
HEALTHCARE WA 501(C)(3) 3 PHS
 
Yes
 
(45)PROVIDENCE HEALTH & SERVICES - WESTERN WASHINGTON
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
91-1303277
HEALTHCARE WA 501(C)(3) 3 PMWHC
 
Yes
 
(46)PROVIDENCE HEALTH ASSURANCE
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
55-0828701
MEDICAID HEALTHCARE PROVIDER OR 501(C)(4) N/A PHP
 
Yes
 
(47)PROVIDENCE HEALTH PLAN
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
93-0863097
HEALTHCARE OR 501(C)(4) N/A PH GROUP LLC
 
Yes
 
(48)PROVIDENCE HEALTH SYSTEM - SO CALIFORNIA
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
51-0216589
HEALTHCARE CA 501(C)(3) 3 PHS
 
Yes
 
(49)PROVIDENCE HOOD RIVER MEMORIAL HOSPITAL FOUNDATION INC
810 12TH STREET PO BOX 149

HOOD RIVER,OR97031
93-0921990
HEALTHCARE OR 501(C)(3) 7 PHS OR
 
Yes
 
(50)PROVIDENCE HOSPICE AND HOME CARE FOUNDATION SNOHOMISH COUNTY
1615 75TH ST SW SUITE 210

EVERETT,WA98203
27-2552749
HEALTHCARE WA 501(C)(3) 7 PHS W WA
 
Yes
 
(51)PROVIDENCE HOSPICE OF SEATTLE FOUNDATION
2811 SOUTH 102ND NO 220

TUKWILA,WA98168
91-2077378
HEALTHCARE WA 501(C)(3) 7 PHS W WA
 
Yes
 
(52)PROVIDENCE INLAND NORTHWEST FOUNDATION (FKA PROV HC FDN - E WA)
101 W 8TH AVE

SPOKANE,WA99204
32-0014330
HEALTHCARE WA 501(C)(3) 7 PHS WA
 
Yes
 
(53)PROVIDENCE LITTLE COMPANY OF MARY FOUNDATION
4101 TORRANCE BLVD

TORRANCE,CA90503
51-0224944
HEALTHCARE CA 501(C)(3) 7 PHS SOCAL
 
Yes
 
(54)PROVIDENCE MARIANWOOD FOUNDATION
3725 PROVIDENCE POINT DRIVE SE

ISSAQUAH,WA980297219
93-1554288
HEALTHCARE WA 501(C)(3) 7 PHS W WA
 
Yes
 
(55)PROVIDENCE MEDICAL FDN (FKA ST JOSEPH HERITAGE HEALTHCARE)
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
33-0185031
HEALTHCARE CA 501(C)(3) 3 SJHS
 
Yes
 
(56)PROVIDENCE MEDICAL INSTITUTE
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
33-0283773
HEALTHCARE CA 501(C)(3) 12, I PHS SOCAL
 
Yes
 
(57)PROVIDENCE MILWAUKIE FOUNDATION
10150 SE 32ND AVE

MILWAUKIE,OR97222
94-3079515
HEALTHCARE OR 501(C)(3) 7 PHS OR
 
Yes
 
(58)PROVIDENCE MINISTRIES
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
RELIGIOUS ORG WA 501(C)(3) 1 N/A
 
No
(59)PROVIDENCE MOUNT ST VINCENT FOUNDATION
4831 35TH AVE SW

SEATTLE,WA981262799
91-1188119
HEALTHCARE WA 501(C)(3) 7 PHS WA
 
Yes
 
(60)PROVIDENCE NEWBERG HEALTH FOUNDATION
1001 PROVIDENCE DRIVE

NEWBERG,OR97132
93-0889144
HEALTHCARE OR 501(C)(3) 7 PHS OR
 
Yes
 
(61)PROVIDENCE PETER CLAVER ASSOCIATION
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
31-1629656
SUPPORT WA 501(C)(3) 7 PHS WA
 
Yes
 
(62)PROVIDENCE PLAN PARTNERS
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
91-1861964
HEALTHCARE WA 501(C)(4) N/A PHS OR
 
Yes
 
(63)PROVIDENCE PORTLAND MEDICAL FOUNDATION
4805 NE GLISAN ST

PORTLAND,OR972132967
93-1231494
HEALTHCARE OR 501(C)(3) 7 PHS OR
 
Yes
 
(64)PROVIDENCE ROSSI ASSOCIATION
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
31-1584166
SUPPORT WA 501(C)(3) 10 PHS WA
 
Yes
 
(65)PROVIDENCE SAINT JOHN'S HEALTH CENTER
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
95-1684082
HEALTHCARE CA 501(C)(3) 3 PHS SOCAL
 
Yes
 
(66)PROVIDENCE SAINT JOHN'S MEDICAL FOUNDATION
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
81-4542216
HEALTHCARE CA 501(C)(3) 3 PHS SOCAL
 
Yes
 
(67)PROVIDENCE SEASIDE HOSPITAL FOUNDATION
725 S WAHANNA ROAD

SEASIDE,OR97138
93-0927320
HEALTHCARE OR 501(C)(3) 7 PHS OR
 
Yes
 
(68)PROVIDENCE ST ELIZABETH HOUSE ASSOCIATION
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
91-2171539
SUPPORT WA 501(C)(3) 7 PHS WA
 
Yes
 
(69)PROVIDENCE ST FRANCIS ASSOCIATION
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
94-3244854
SUPPORT WA 501(C)(3) 7 PHS WA
 
Yes
 
(70)PROVIDENCE ST JOSEPH HEALTH
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
81-1244422
HEALTHCARE WA 501(C)(3) 12, III N/A
 
No
(71)PROVIDENCE ST JOSEPH HEALTH FOUNDATION
4400 NE HALSEY ST STE 599

PORTLAND,OR97213
94-3078543
HEALTHCARE WA 501(C)(3) 7 PHS WA
 
Yes
 
(72)PROVIDENCE ST JOSEPH MEDICAL CENTER
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
81-0463482
HEALTHCARE MT 501(C)(3) 3 PHS WA
 
Yes
 
(73)PROVIDENCE ST MARY FOUNDATION
401 W POPLAR STREET

WALLA WALLA,WA99362
45-2841492
HEALTHCARE WA 501(C)(3) 7 PHS WA
 
Yes
 
(74)PROVIDENCE ST VINCENT MEDICAL FOUNDATION
9205 SW BARNES ROAD STE MT2111

PORTLAND,OR97225
93-0575982
HEALTHCARE OR 501(C)(3) 7 PHS OR
 
Yes
 
(75)PROVIDENCE SW WASHINGTON FOUNDATION (FKA PROV ST PETER FDN)
413 LILLY ROAD NE

OLYMPIA,WA985065166
91-1097056
SUPPORT WA 501(C)(3) 7 PHS W WA
 
Yes
 
(76)PROVIDENCE TRINITYCARE HOSPICE
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
95-3264139
HEALTHCARE CA 501(C)(3) 10 PHS SOCAL
 
Yes
 
(77)PROVIDENCE TRINITYCARE HOSPICE FOUNDATION
5315 TORRANCE BLVD NO B-1

TORRANCE,CA90503
33-0261016
HEALTHCARE CA 501(C)(3) 7 PTCH
 
Yes
 
(78)PROVIDENCE WILLAMETTE FALLS MEDICAL FOUNDATION
1500 DIVISION STREET

OREGON CITY,OR97045
93-1003750
HEALTHCARE OR 501(C)(3) 12, I PHS OR
 
Yes
 
(79)REDWOOD MEMORIAL FOUNDATION
2700 DOBEER STREET

EUREKA,CA95501
94-2779313
HEALTHCARE CA 501(C)(3) 7 SJHNC LLC
 
Yes
 
(80)SAINT JOHN'S CANCER INSTITUTE (FKA JOHN WAYNE CANCER INST)
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
95-4291515
HEALTHCARE CA 501(C)(3) 4 PSJHC
 
Yes
 
(81)SAINT JOHN'S HOSPITALHEALTH CENTER FOUNDATION
2121 SANTA MONICA BLVD

SANTA MONICA,CA90404
95-6100079
SUPPORT SAINT JOHN HEALTH CENTER & SJCI CA 501(C)(3) 7 PSJHC
 
Yes
 
(82)SEATTLE SCIENCE FOUNDATION
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
61-1502822
PHYSICIAN COLLABORATION WA 501(C)(3) 7 WHC
 
Yes
 
(83)SISTERS OF PROVIDENCE OF MONTANA CORPORATION
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
26-2612415
SHELL CORPORATION MT 501(C)(3) 1 PHS WA
 
 
No
(84)SISTERS OF ST JOSEPH OF ORANGE
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
95-1643383
RELIGIOUS ORG CA 501(C)(3) 1 N/A
 
No
(85)SRM ALLIANCE HOSPITAL SERVICES (PVH)
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
68-0395200
HEALTHCARE CA 501(C)(3) 3 SJHNC LLC
 
Yes
 
(86)ST JOSEPH HEALTH MINISTRY
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
27-1666576
RELIGIOUS ORG CA 501(C)(3) 1 SSJO
 
 
No
(87)ST JOSEPH HEALTH NORTHERN CALIFORNIA LLC
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
81-4791043
HEALTHCARE CA 501(C)(3) 3 SJHS
 
Yes
 
(88)ST JOSEPH HEALTH SYSTEM
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
95-3589356
HEALTHCARE CA 501(C)(3) 12, I PSJH
 
 
No
(89)ST JOSEPH HEALTH SYSTEM FOUNDATION
3345 MICHELSON DRIVE SUITE 100

IRVINE,CA92612
33-0143024
HEALTHCARE CA 501(C)(3) 10 SJHS
 
Yes
 
(90)ST JOSEPH HOME CARE NETWORK
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
68-0331084
HEALTHCARE CA 501(C)(3) 10 SJHS
 
Yes
 
(91)ST JOSEPH HOSPITAL OF ORANGE
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
95-1643359
HEALTHCARE CA 501(C)(3) 3 SJHS
 
Yes
 
(92)ST JUDE HOSPITAL INC
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
95-1643325
HEALTHCARE CA 501(C)(3) 3 SJHS
 
Yes
 
(93)ST LUKE ASSOCIATION
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
94-3176618
SUPPORT WA 501(C)(3) 7 PHS WA
 
Yes
 
(94)ST MARY MEDICAL CENTER
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
95-1914489
HEALTHCARE CA 501(C)(3) 3 SJHS
 
Yes
 
(95)ST PATRICK HOSPITAL FOUNDATION
502 W SPRUCE STREET

MISSOULA,MT59802
23-7056976
HEALTHCARE MT 501(C)(3) 7 PHS WA
 
Yes
 
(96)ST THOMAS CHILD AND FAMILY CENTER
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
81-0233495
EDUCATION MT 501(C)(3) 10 PHS WA
 
Yes
 
(97)SWEDISH EDMONDS
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
27-2305304
HEALTHCARE WA 501(C)(3) 3 WHC
 
Yes
 
(98)SWEDISH HEALTH SERVICES
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
91-0433740
HEALTHCARE WA 501(C)(3) 3 WHC
 
Yes
 
(99)SWEDISH MEDICAL CENTER FOUNDATION
747 BROADWAY

SEATTLE,WA98122
91-0983214
HEALTHCARE WA 501(C)(3) 7 SHS
 
Yes
 
(100)SWEDISH MJM HOLDINGS
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
27-3139262
HOLDING COMPANY WA 501(C)(3) 12, I SHS
 
Yes
 
(101)TARZANA MEDICAL CENTER LLC
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
83-3972614
HEALTHCARE CA 501(C)(3) 3 PHS SOCAL
 
Yes
 
(102)THE GAMELIN ASSOCIATION
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
91-1180824
SUPPORT WA 501(C)(3) 7 PHS WA
 
Yes
 
(103)THE GAMELIN OREGON ASSOCIATION
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
91-1214491
SUPPORT OR 501(C)(3) 10 PHS OR
 
Yes
 
(104)TRI-CITIES CANCER CENTER FOUNDATION
7350 W DESCHUTES AVE BUILDING A

KENNEWICK,WA99336
91-1739024
SUPPORT WA 501(C)(3) 7 KRMC
 
Yes
 
(105)WESTERN HEALTHCONNECT
1801 LIND AVENUE SW ATTN TAX DEPT

RENTON,WA98057
45-4171900
HEALTHCARE WA 501(C)(3) 3 PHS W WA
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No
(1) 20TH STREET SURGERY LLC

1301 20TH STREET STE 140
SANTA MONICA,CA90404
73-1735618
AMBULATORY SURGERY CENTER CA N/A
        No     No  
(2) BRIDGEPORT MEDICAL IMAGING LLC (BMI)

4400 NE HALSEY 495
PORTLAND,OR97213
26-0796953
IMAGING - DIAGNOSTICS OR N/A
        No   Yes    
(3) BROADWAY IMAGING LLC

PO BOX 4587
MISSOULA,MT598064587
52-2405971
MEDICAL IMAGING MT N/A
        No   Yes    
(4) CANBY MEDICAL CENTER I LLC

4800 SW MACADAM AVE STE 120
PORTLAND,OR97239
20-5470937
REAL ESTATE - MOB OR N/A
        No   Yes    
(5) CENTER FOR MEDICAL IMAGING LLC (CMI)

4400 NE HALSEY 495
PORTLAND,OR97213
20-0477972
IMAGING - DIAGNOSTICS OR N/A
        No   Yes    
(6) CLACKAMAS RADIATION ONCOLOGY CENTER LLC

4400 NE HALSEY 495
PORTLAND,OR97213
26-0381897
RADIATION ONCOLOGY OR N/A
        No   Yes    
(7) COMPREHENSIVE IMAGING PARTNERS OF ORANGE COUNTY

1031 W CHAPMAN AVE 101
ORANGE,CA92868
26-4591502
HEALTHCARE CA N/A
        No   Yes    
(8) COVENANT HIGH PLAINS SURGERY CENTER LLC

40 VALLEY STREAM PKWY
MALVERN,PA19355
75-2177401
HEALTHCARE PA N/A
        No   Yes    
(9) COVENANT PARK PHASE I VENTURE LLC

3615 19TH ST
LUBBOCK,TX79410
87-1464045
REAL ESTATE TX N/A
        No     No  
(10) CSS JV LLC

11782 SW BARNES ROAD STE 200 BLDG C
PORTLAND,OR97225
26-3638838
AMBULATORY SURGERY CENTER OR N/A
        No     No  
(11) FIRST HILL SURGERY CENTER LLC

1101 MADISON STREET STE 200
SEATTLE,WA98104
47-2066485
AMBULATORY SURGERY CENTER WA N/A
        No   Yes    
(12) FULLERTON SURGICAL CENTER LP

1801 LIND AVENUE SW ATTN TAX DEPT
RENTON,WA98057
47-0927394
AMBULATORY SURGERY CENTER CA N/A
        No   Yes    
(13) GREATER VALLEY MEDICAL BUILDING LP

501 S BUENA VISTA ST
BURBANK,CA91505
95-4570858
REAL ESTATE - MOB CA N/A
        No   Yes    
(14) HERITAGE INVESTMENT GROUP I LLC

500 S MAIN STREET STE 1000
ORANGE,CA92868
27-1000061
INVESTMENTS CA N/A
        No     No  
(15) IMAGING ASSOCIATES LLC

3650 PIPER STREET STE A
ANCHORAGE,AK99508
20-3906048
MEDICAL IMAGING AK N/A
        No   Yes    
(16) LSC REAL PROPERTY LLC

1801 LIND AVENUE SW ATTN TAX DEPT
RENTON,WA98057
47-4646059
REAL ESTATE TX N/A
        No   Yes    
(17) METHODIST DIAGNOSTIC IMAGING

4005 24TH STREET
LUBBOCK,TX79410
75-2343261
HEALTHCARE TX N/A
        No   Yes    
(18) MISSION VIEJO PARTNERS II LLC

1801 LIND AVENUE SW ATTN TAX DEPT
RENTON,WA98057
82-3943675
REAL ESTATE - MOB CA N/A
        No   Yes    
(19) NORTH OC IMAGING JV HOLDINGS LLC

1801 LIND AVENUE SW ATTN TAX DEPT
RENTON,WA98057
85-2444305
HEALTHCARE CA N/A
        No     No  
(20) OREGON ADVANCED IMAGING LLC

881 OHARE PARKWAY
MEDFORD,OR97504
45-0471748
MEDICAL IMAGING OR N/A
        No   Yes    
(21) PAVILION SURGERY CENTER LLC

1140 WEST LAVETA AVE
ORANGE,CA92868
81-4376492
AMBULATORY SURGERY CENTER CA N/A
        No     No  
(22) PERFORMANCE MEDICAL EQUIPMENT & RESPIRATORY SERVICES LLC

19625 62ND AVENUE SOUTH SUITE 101
KENT,WA98032
45-2901632
MEDICAL EQUIPMENT WA N/A
        No   Yes    
(23) PETCT IMAGING AT SWEDISH CANCER INSTITUTE LLC

1221 MADISON STREET
SEATTLE,WA98104
20-3132044
MEDICAL IMAGING WA N/A
        No   Yes    
(24) PHS INVESTMENT TRUST SHORT TERM INVESTMENT PORTFOLIO

1801 LIND AVENUE SW ATTN TAX DEPT
RENTON,WA98057
81-2701056
INVESTMENTS WA N/A
        No     No  
(25) PROVIDENCE & SCA OFF-CAMPUS HOLDINGS LLC

569 BROOKWOOD VILLAGE SUITE 901
BIRMINGHAM,AL35209
82-3765555
MEDICAL AL N/A
        No     No  
(26) PROVIDENCE & SCA ON-CAMPUS HOLDINGS LLC

569 BROOKWOOD VILLAGE SUITE 901
BIRMINGHAM,AL35209
82-3270499
MEDICAL AL N/A
        No   Yes    
(27) PROVIDENCE ALASKA HOUSE I OWNER LP

1801 LIND AVENUE SW ATTN TAX DEPT
RENTON,WA98057
88-2819223
SUPPORTIVE HOUSING AK N/A
        No     No  
(28) PROVIDENCE HOUSE OAKLAND LP

540 23RD ST
OAKLAND,CA94612
81-1441264
SUPPORTIVE HOUSING CA N/A
        No   Yes    
(29) PROVIDENCE IMAGING CENTER JOINT VENTURE

1801 LIND AVENUE SW ATTN TAX DEPT
RENTON,WA98057
92-0118807
MEDICAL IMAGING AK N/A
        No     No  
(30) PROVIDENCE ST JOSEPH HEALTH LONG TERM PORTFOLIO

1801 LIND AVENUE SW ATTN TAX DEPT
RENTON,WA98057
82-3190634
INVESTMENTS WA N/A
        No     No  
(31) PROVIDENCE SURGERY CENTER LLC

902 N ORANGE ST
MISSOULA,MT59802
84-1401625
AMBULATORY SURGERY CENTER MT N/A
        No     No  
(32) PROVIDENCEUSP SPOKANE SURGERY CENTERS LLC

1801 LIND AVENUE SW ATTN TAX DEPT
RENTON,WA98057
88-1149413
AMBULATORY SURGERY CENTER WA N/A
        No     No  
(33) PROVIDENCEUSP SURGERY CTRS LLC

11550 INDIAN HILLS ROAD 160
MISSION HILLS,CA91345
20-0684116
AMBULATORY SURGERY CENTER CA N/A
        No     No  
(34) RADIATION THERAPY INNOVATIONS LLC

1221 MADISON ST 1ST FL
SEATTLE,WA98104
30-0553035
HEALTHCARE WA N/A
        No   Yes    
(35) RIVERSIDE HEALTHCARE

1107 HAZELTINE BLVD 200
CHASKA,MN55318
41-1594648
HEALTHCARE MN N/A
        No   Yes    
(36) ST JOSEPH PHYSICIAN VENTURES I LLC

1801 LIND AVENUE SW ATTN TAX DEPT
RENTON,WA98057
45-4521884
REAL ESTATE CA N/A
        No   Yes    
(37) ST JOSEPHSATELLITE DIALYSIS CENTERS LLC

1801 LIND AVENUE SW ATTN TAX DEPT
RENTON,WA98057
81-4657391
HEALTHCARE CA N/A
        No     No  
(38) ST JUDE SURGICAL CENTERS LLC

1801 LIND AVENUE SW ATTN TAX DEPT
RENTON,WA98057
82-3352570
AMBULATORY SURGERY CENTER CA N/A
        No   Yes    
(39) ST PETER-SOUTH SOUND REGIONAL MRI CENTER

3417 ENSIGN RD NE
OLYMPIA,WA98506
91-1455338
MEDICAL IMAGING WA N/A
        No   Yes    
(40) SURGERY CENTER AT TANASBOURNE LLC

11221 ROE AVE STE 300
LEAWOOD,KS66211
20-8187971
AMBULATORY SURGERY CENTER KS N/A
        No   Yes    
(41) THE MADISON SPOKANE INN LLC

15 WEST ROCKWOOD BLVD
SPOKANE,WA99204
84-1606484
HOTEL SERVICES WA N/A
        No   Yes    
(42) WON-ONC LLC

1900 COOKS HILL RD
CENTRALIA,WA98531
26-2181194
REAL ESTATE - MOB WA N/A
        No   Yes    
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) 1221 MADISON STREET OWNERS ASSOC

747 BROADWAY
SEATTLE,WA98122
20-1954319
OWNERS' ASSOCIATION WA N/A
C         No
(2) ADVATA INC (FKA KENSCI INC)

615 2ND AVE 700
SEATTLE,WA98104
47-4048082
HEALTHCARE WA N/A
C         No
(3) AMERICAN UNITY GROUP LTD

90 PITTS BAY ROAD
PEMBROKE   HM08
BD
CAPTIVE INSURANCE BD N/A
C         No
(4) AYIN HEALTH HOLDINGS INC

4400 NE HALSEY ST STE 609 ATTN ACCO
PORTLAND,OR97213
83-3037172
HEALTHCARE DE N/A
C         No
(5) AYIN HEALTH SOLUTIONS INC

4400 NE HALSEY ST STE 609 ATTN ACCO
PORTLAND,OR97213
93-1211733
HEALTHCARE OR N/A
C         No
(6) BOURGET HEALTH SERVICES INC

101 W 8TH AVE TAF C-9
SPOKANE,WA99204
91-1354431
CLINICAL/MEDICAL LAB WA N/A
C         No
(7) CARON CORPORATION

1801 LIND AVE SW ATTN TAX DEPT
RENTON,WA98057
81-0486082
MEDICAL PHYSICIAN SERVICE MT N/A
C         No
(8) CLOUD 21 LIMITED

1801 LIND AVE SW ATTN TAX DEPT
RENTON,WA98057
HEALTHCARE UK N/A
C         No
(9) ENDOSCOPY CENTER OF SOUTHERN CALIFORNIA

1301 20TH ST STE 280
SANTA MONICA,CA90404
95-2880495
HEALTHCARE CA N/A
S         No
(10) HCSA PROPERTIES LLC

1600 M STREET NW
AUBURN,WA98001
46-0620892
REAL ESTATE RENTAL WA N/A
C         No
(11) KENSCI ASIA PACIFIC PTE LTD

615 2ND AVE 700
SEATTLE,WA98104
HEALTHCARE SN N/A
C         No
(12) KENSCI TECH INDIA PRIVATE LIMITED

615 2ND AVE 700
SEATTLE,WA98104
HEALTHCARE IN N/A
C         No
(13) LUBBOCK METHODIST HOSP PRACTICE MGMT

1801 LIND AVE SW ATTN TAX DEPT
RENTON,WA98057
75-2578995
INACTIVE TX N/A
C         No
(14) LUBBOCK METHODIST HOSPITAL SVCS

1801 LIND AVE SW ATTN TAX DEPT
RENTON,WA98057
75-2118585
HEALTHCARE TX N/A
C         No
(15) MEDICAL SPECIALTIES MANAGERS INC

1801 LIND AVE SW ATTN TAX DEPT
RENTON,WA98057
33-0406218
HEALTHCARE WA N/A
C         No
(16) MISSION VIEJO MEDICAL VENTURES INC

27800 MEDICAL CENTER RD 354
MISSION VIEJO,CA92691
33-0212905
HEALTHCARE CA N/A
C         No
(17) PHN HOLDINGS

1801 LIND AVE SW ATTN TAX DEPT
RENTON,WA98057
46-1814184
STRATEGIC PLANNING SERVICES CA N/A
C         No
(18) PRAIA HEALTH INC

1801 LIND AVE SW ATTN TAX DEPT
RENTON,WA98057
99-0552297
HEALTHCARE DE N/A
C         No
(19) PROVIDENCE GLOBAL CENTER LLP

1801 LIND AVE SW ATTN TAX DEPT
RENTON,WA98057
98-1516461
IT SVCS IN N/A
C         No
(20) PROVIDENCE HEALTH CARE VENTURES INC

101 W 8TH AVE TAF C-9
SPOKANE,WA99204
90-0155714
CLINICAL/MEDICAL LAB WA N/A
C         No
(21) PROVIDENCE HEALTH NETWORK

1801 LIND AVE SW ATTN TAX DEPT
RENTON,WA98057
80-0886966
PREPAID HEALTHCARE CA N/A
C         No
(22) PROVIDENCE PARTNERS HOLDINGS INC

4400 NE HALSEY ST STE 609 ATTN ACCO
PORTLAND,OR97213
88-2962549
INVESTMENT DE N/A
C         No
(23) PROVIDENCE PHYSICIAN SERVICES CO

101 W 8TH AVE TAF C-9
SPOKANE,WA99204
91-1216033
HEALTHCARE WA N/A
C         No
(24) PROVIDENCE ST JOSEPH HEALTH NETWORK

20555 EARL ST
TORRANCE,CA90503
82-3771547
HEALTHCARE CA N/A
C         No
(25) PROVSOURCE

1801 LIND AVE SW ATTN TAX DEPT
RENTON,WA98057
90-2318536
HEALTHCARE DE N/A
C         No
(26) ST JOSEPH HEALTH

1801 LIND AVE SW ATTN TAX DEPT
RENTON,WA98057
46-2340232
HOLDING COMPANY CA N/A
C         No
(27) ST JOSEPH HEALTH SOURCE INC

1801 LIND AVE SW ATTN TAX DEPT
RENTON,WA98057
46-1900168
HEALTHCARE CA N/A
C         No
(28) ST JOSEPH MEDICAL PLAZA ASSOCIATION

1140 W LA VETA STE 400
ORANGE,CA92868
33-0621539
CONDO ASSOCIATION CA N/A
C         No
(29) ST JOSEPH PROF SVCS ENTERPRISES INC

1801 LIND AVE SW ATTN TAX DEPT
RENTON,WA98057
33-0155323
HEALTHCARE CA N/A
C         No
(30) TEGRIA HOLDINGS LLC (FKA GRADY BLOCKER LLC)

1801 LIND AVE SW ATTN TAX DEPT
RENTON,WA98057
84-2092143
HOLDING COMPANY DE N/A
C         No
(31) TEGRIA INSIGHTS GROUP HOLDINGS INC

1801 LIND AVE SW ATTN TAX DEPT
RENTON,WA98057
86-1400769
HOLDING COMPANY WA N/A
C         No
(32) TEGRIA INSIGHTS GROUP INC

1801 LIND AVE SW ATTN TAX DEPT
RENTON,WA98057
86-1532593
HEALTHCARE WA N/A
C         No
(33) TEGRIA PRODUCTS GROUP INC

1801 LIND AVE SW ATTN TAX DEPT
RENTON,WA98057
87-0995138
HOLDING COMPANY DE N/A
C         No
(34) TEGRIA RCM GROUP US INC

1801 LIND AVE SW ATTN TAX DEPT
RENTON,WA98057
86-3046450
HOLDING COMPANY DE N/A
C         No
(35) TEGRIA RCM GROUP INC (FKA PROV RCM GROUP INC)

1801 LIND AVE SW ATTN TAX DEPT
RENTON,WA98057
84-4686520
HOLDING COMPANY DE N/A
C         No
(36) TEGRIA SERVICES GROUP INC (FKA PROVIDENCE SERVICES GROUP)

1801 LIND AVE SW ATTN TAX DEPT
RENTON,WA98057
84-4704409
HOLDING COMPANY DE N/A
C         No
(37) TEGRIA SERVICES GROUP-CAN INC

1801 LIND AVE SW ATTN TAX DEPT
RENTON,WA98057
HEALTHCARE CA N/A
C         No
(38) TEGRIA SERVICES GROUP-US INC (FKA BLUETREE NETWORK INC)

1801 LIND AVE SW ATTN TAX DEPT
RENTON,WA98057
90-0872936
HEALTHCARE WI N/A
C         No
(39) TRUSANA INC

1801 LIND AVE SW ATTN TAX DEPT
RENTON,WA98057
92-2370159
HEALTHCARE DE N/A
C         No
(40) VINSERRA INC

1801 LIND AVE SW ATTN TAX DEPT
RENTON,WA98057
95-3943315
INVESTMENT CA N/A
C         No
(41) WEIGHT LOSS INC (FKA HMR WEIGHT MANAGEMENT SERVICES CORP)

1801 LIND AVE SW ATTN TAX DEPT
RENTON,WA98057
46-3598718
HEALTHCARE WA N/A
C         No
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization 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 .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) PROVIDENCE HEALTH & SERVICES - WASHINGTON

C 15,946,660 COST
(2) PROVIDENCE HEALTH & SERVICES - WASHINGTON

Q 1,895,178 COST
(3) SISTERS OF PROVIDENCE

C 50,000 COST



Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
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.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2023

Additional Data


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