2024-04-09T17:56:43-04:00 2023-06-30 930819646 JONES & ROTH PC PO BOX 10086 EUGENE OR 97440 990 2022-07-01 237030910 SOUTHERN OREGON UNIVERSITY FOUNDATION SOUT 5415526129 1250 SISKIYOU BLVD ASHLAND OR 97520 JIM TEECE PRESIDENT 5415526129 2024-03-14 true JIM TEECE 999009999 false FRITZ S DUNCAN P00036435 5416872320 2024-03-14 2022 2023-04-26 12:10:37Z JANET FRATELLA 1250 SW SISKIYOU BLVD ASHLAND OR 97520 16123691 false X WWW.SOUFOUNDATION.ORG X 1959 OR THE SOUTHERN OREGON UNIVERSITY FOUNDATION WAS ESTABLISHED TO SUPPORT AND PROMOTE THE EDUCATIONAL, SCIENTIFIC AND CHARITABLE ACTIVITIES OF THE SOUTHERN OREGON UNIVERSITY AND PROGRAMS AND ACTIVITIES OCCURRING ON ITS CAMPUSES OR IN ITS FACILITIES OR UNDERTAKEN BY IT IN COORDINATION WITH OTHER EDUCATIONAL, SCIENTIFIC, OR CHARITABLE INSTITUTIONS. SUPPORTING AND PROMOTING INCLUDES ACTIVITIES TO SOLICIT, ACQUIRE, RECEIVE, OWN, MANAGE, INVEST, AND DISPOSE OF ANY REAL AND PERSONAL PROPERTY FOR THE BENEFIT OF SOUTHERN OREGON UNIVERSITY. 35 35 0 35 0 7455670 13832145 0 1186757 2149606 190911 55850 8833338 16037601 1429272 1524579 0 0 0 0 2414223 4218605 3843495 5743184 4989843 10294417 40553938 51636312 437854 653993 40116084 50982319 X THE SOUTHERN OREGON UNIVERSITY FOUNDATION WAS ESTABLISHED TO SUPPORT AND PROMOTE THE EDUCATIONAL, SCIENTIFIC AND CHARITABLE ACTIVITIES OF THE SOUTHERN OREGON UNIVERSITY AND PROGRAMS AND ACTIVITIES OCCURRING ON ITS CAMPUSES OR IN ITS FACILITIES OR UNDERTAKEN BY IT IN COORDINATION WITH OTHER EDUCATIONAL, SCIENTIFIC, OR CHARITABLE INSTITUTIONS. SUPPORTING AND PROMOTING INCLUDES ACTIVITIES TO SOLICIT, ACQUIRE, RECEIVE, OWN, MANAGE, INVEST, AND DISPOSE OF ANY REAL AND PERSONAL PROPERTY FOR THE BENEFIT OF SOUTHERN OREGON UNIVERSITY. false false 4693472 1524579 THE SOUTHERN OREGON UNIVERSITY FOUNDATION PROVIDES FUNDS TO SUPPORT AND PROMOTE ACADEMIC AND ATHLETIC PROGRAMS, THE UNIVERSITY ART MUSEUM AND LIBRARY OPERATIONS, AND STUDENT AND ALUMNI ACTIVITIES OF SOUTHERN OREGON UNIVERSITY. THE FOUNDATION PROVIDED 1,469,579 OF SCHOLARSHIPS, GRANTS AND AWARDS TO STUDENTS AND ACADEMIC DEPARTMENTS AND PROGRAMS AT SOUTHERN OREGON UNIVERSITY. SOUTHERN OREGON UNIVERSITY OFFERS 42 MAJORS AND MORE THAN 103 AREAS OF STUDY TO ITS 4,200 STUDENT ENROLLMENT OF UNDERGRADUATES AND GRADUATES. 4693472 true true false false false false false true false true true false false false true false true false false false false false false false true false false true true true false false false false false false false false true true false false false true false false false true 15 0 0 false false false false false true true false false false false false false false false X 35 35 false false false false false false false true true false true false true true true true true true false false false OR X X X CORINA RAMPOLA 5415526129 1250 SISKIYOU BLVD ASHLAND OR 97520 JANET FRATELLA EXECUTIVE DI 40.00 X 0 197178 31313 ANDREW GAST PAST DIR. OF 40.00 X 0 96577 0 CORINA RAMPOLA DIRECTOR OF 40.00 X 0 0 0 JIM TEECE PRESIDENT 1.00 X X 0 0 0 GENE PELHAM VICE PRESIDE 1.00 X X 0 0 0 SUE COLLINS SECRETARY 1.00 X X 0 0 0 DAVID WRIGHT TREASURER 1.00 X X 0 0 0 SUE KUPILLAS PAST PRESIDE 1.00 X X 0 0 0 TED ADAMS TRUSTEE 1.00 X 0 0 0 PAT ALEXANDER AFFILIATE TR 1.00 X 0 0 0 LAZ AYALA TRUSTEE 1.00 X 0 0 0 MARC BAYLISS TRUSTEE 1.00 X 0 0 0 SOPHIA BOGLE AFFILIATE TR 1.00 X 0 0 0 KELLY COATES TRUSTEE 1.00 X 0 0 0 JEFF CUTLER TRUSTEE 1.00 X 0 0 0 SID DEBOER TRUSTEE 1.00 X 0 0 0 DAN DECENA TRUSTEE 1.00 X 0 0 0 ART DIEDERICH TRUSTEE 1.00 X 0 0 0 CHRISTINE DONCHIN TRUSTEE 1.00 X 0 0 0 BREE ERB TRUSTEE 1.00 X 0 0 0 PEG EVANS TRUSTEE 1.00 X 0 0 0 SANDY FRIEND TRUSTEE 1.00 X 0 0 0 BETSY GENTRY AFFILIATE TR 1.00 X 0 0 0 GREG KOENIG TRUSTEE 1.00 X 0 0 0 ARMANDO LOPEZ TRUSTEE 1.00 X 0 0 0 SHERI LOYA AFFILIATE TR 1.00 X 0 0 0 BLAIR MOODY TRUSTEE 1.00 X 0 0 0 DOUG MORSE TRUSTEE 1.00 X 0 0 0 FRED MOSSLER TRUSTEE 1.00 X 0 0 0 GREG ROE TRUSTEE 1.00 X 0 0 0 LORE RUTZ-BURRI TRUSTEE 1.00 X 0 0 0 ERNEST SCALBERG TRUSTEE 1.00 X 0 0 0 DAVID STORK TRUSTEE 1.00 X 0 0 0 DAN THORNDIKE TRUSTEE 1.00 X 0 0 0 BARBARA TYLER TRUSTEE 1.00 X 0 0 0 RYAN WINES TRUSTEE 1.00 X 0 0 0 RON WORLAND TRUSTEE 1.00 X 0 0 0 RICK YOUNG TRUSTEE 1.00 X 0 0 0 293755 31313 false true false 730926 13101219 173827 13832145 1598506 1598506 551100 551100 551100 551100 141840 730926 86090 55750 MISCELLANEOUS REVENUE 900099 100 100 100 16037601 551200 1598506 55000 55000 1469579 1469579 20280 20280 135124 135124 89028 89028 15360 15360 186244 186244 70251 70251 6006 6006 PROGRAM SUPPORT 2926757 2926757 OTHER ADMINISTRATIVE EXP 496310 496310 OTHER ADMIN EXPENSES 135560 107012 28548 TELEPHONE 68159 68159 69526 69526 5743184 4693472 1049712 0 1407598 1698935 24382 19623 988888 8039198 17151 17151 734000 734000 734000 37360411 41105897 21508 21508 40553938 51636312 159726 3203 55000 278128 595790 437854 653993 X 3350358 4123407 36765726 46858912 40116084 50982319 40553938 51636312 X 10294417 571818 X false true X true false X 3260573 2679545 3676343 7455670 13832145 30904276 741453 882689 772239 955199 922738 4274318 4002026 3562234 4448582 8410869 14754883 35178594 11415959 23762635 1824476 1385816 1063728 1818922 1598506 7691448 100 100 42870142 1085919 0.55430 0.70580 X PART II, LINE 10 MISCELLANEOUS INCOME 100 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21508 X X false 31947842 1218593 1856893 1654117 33369211 34845933 4150460 -5175533 1873018 31947842 27192998 859687 8374993 1581745 34845933 28098633 590970 -10998 1485607 27192998 27415068 730396 1354825 1401656 28098633 0.85930 0.14070 false false 725000 725000 9000 9000 734000 DUE TO RELATED ENTITY 399731 OBLIGATIONS FOR SPLIT-INT AGREEMENTS 196059 595790 17618247 571818 922738 86090 1580646 16037601 16037601 6752012 922738 86090 1008828 5743184 5743184 SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 255 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR- RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES. SCHEDULE D, PAGE 4, PART XI, LINE 2D DIRECT FUNDRAISING 86,090 SCHEDULE D, PAGE 4, PART XII, LINE 2D DIRECT FUNDRAISING 86,090 LITHIA/RAIDER C 635275 583650 51625 985 34333 16052 RAIDER CLUB AUC 97660 76769 20891 3000 4 139831 70507 69324 2055 12519 4268 12878 872766 730926 141840 3040 46852 4268 31930 86090 55750 false SOUTHERN OREGON UNIVERSITY 1250 SISKIYOU BLVD ASHLAND OR 97520 472963287 GOV 55000 UNIVERSITY SUPPORT SOU SCHOLARSHIPS 519 1469579 X true true false false false false false false false false false JANET FRATELLA EXECUTIVE DIRECTOR 197178 31313 228491 SCHEDULE J, PAGE 1, PART I, LINE 1A COUNTRY CLUB MEMBERSHIP FOR THE EXECUTIVE DIRECTOR X 13 130598 FMV X SUPPLIES 12 43229 FMV false false false FORM 990 - ORGANIZATION'S MISSION THE SOUTHERN OREGON UNIVERSITY FOUNDATION WAS ESTABLISHED TO SUPPORT AND PROMOTE THE EDUCATIONAL, SCIENTIFIC AND CHARITABLE ACTIVITIES OF THE SOUTHERN OREGON UNIVERSITY AND PROGRAMS AND ACTIVITIES OCCURRING ON ITS CAMPUSES OR IN ITS FACILITIES OR UNDERTAKEN BY IT IN COORDINATION WITH OTHER EDUCATIONAL, SCIENTIFIC, OR CHARITABLE INSTITUTIONS. SUPPORTING AND PROMOTING INCLUDES ACTIVITIES TO SOLICIT, ACQUIRE, RECEIVE, OWN, MANAGE, INVEST, AND DISPOSE OF ANY REAL AND PERSONAL PROPERTY FOR THE BENEFIT OF SOUTHERN OREGON UNIVERSITY. FORM 990, PAGE 1, PART I, LINE 6 MOST VOLUNTEERS SERVE ON THE BOARD OF DIRECTORS AND PROVIDE GOVERNANCE, OVERSIGHT, ADVOCACY, AND FUNDRAISING SUPPORT. FORM 990, PAGE 6, PART VI, LINE 10B THE ORGANIZATION HAS WRITTEN POLICIES THAT GOVERN ACTIVITIES OF CHAPTERS AND AFFILIATES TO ENSURE THEIR OPERATIONS ARE CONSISTENT WITH THE ORGANIZATION'S EXEMPT PURPOSE. FORM 990, PAGE 6, PART VI, LINE 11B SOUF DIRECTOR OF FINANCE PRESENTS THE FINANCE COMMITTEE WITH A PAPER COPY OF THE FORM 990. THEY REVIEW THE FORM AND THEN AUTHORIZE IT BEFORE SIGNING THE FORM 990. FORM 990, PAGE 6, PART VI, LINE 12C A MAJORITY OF THE BOARD OF TRUSTEES WOULD NOT BE IN A POSITION WHERE THEY WOULD BE INVOLVED WITH THE SOU FOUNDATION. SINCE THESE RELATIONSHIPS ARE NOT ROUTINE, THEY ARE EASILY IDENTIFIABLE AND THE DIRECTOR OF FINANCE CLOSELY MONITORS AND REVIEWS ALL TRANSACTIONS. FORM 990, PAGE 6, PART VI, LINE 19 COPIES OF ALL DOCUMENTS ARE MAINTAINED ON FILE AND ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 DIRECT FUNDRAISING 86,090 DIRECT FUNDRAISING -86,090 SOUTHERN OREGON UNIVERSITY 1250 SISKIYOU BLVD ASHLAND OR 97520 472963287 EDUCATION OR 6 N/A false false true true false false false false false false false false false false true true true false true false SOUTHERN OREGON UNIVERSITY B 1524579 COST SOUTHERN OREGON UNIVERSITY C 43229 COST SOUTHERN OREGON UNIVERSITY O 922738 COST SOUTHERN OREGON UNIVERSITY P 496312 COST SOUTHERN OREGON UNIVERSITY R 74634 COST