2016-01-29T17:43:10-08:00 2015-06-30 KDP Certified Public Accountants LLP 640 SUPERIOR CT MEDFORD OR 975046181 990 2014-07-01 237030910 SOUTHERN OREGON UNIVERSITY FOUNDATION SOUT 5415526129 1250 SISKIYOU BOULEVARD ASHLAND OR 97520 JANET FRATELLA Executive Dir. 2016-01-29 true STEWART C PARMELE CPA P00233959 5417736633 2014 2016-04-25 22:37:26Z JANET FRATELLA 1250 SISKIYOU BLVD ASHLAND OR 97520 5740714 false false X WWW.SOUFOUNDATION.ORG X 1959 OR SEE SCHEDULE O 31 31 0 84 0 1933707 1854764 0 3961021 1380537 548911 616005 6443639 3851306 1242947 1264949 0 0 0 195036 1724817 1599694 2967764 2864643 3475875 986663 29387435 28877279 1796866 1410424 27590569 27466855 SEE SCHEDULE O false false 2446415 1264949 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 $1,264,949 OF SCHOLARSHIPS, GRANTS AND AWARDS TO STUDENTS AND ACADEMIC DEPARTMENTS AND PROGRAMS AT SOUTHERN OREGON UNIVERSITY. SOUTHERN OREGON UNIVERSITY OFFERS OVER 42 MAJORS AND MORE THAN 160 AREAS OF STUDY TO ITS 6,200 STUDENT ENROLLMENT OF UNDERGRADUATES AND GRADUATES. 2446415 true true false true false false false false false true true true false false true false true false false false false false true false true false false false true false false false false false false false false false false false false true false false false false false false false false false true 22 0 false 0 false false false false false false false true true false 0 false false false false false false false false false false X 31 31 true false false false false false false true true false true true true true true true true true false false false OR X X SOUF DIRECTOR OF FINANCE 5415526129 1250 SISKIYOU BOULEVARD ASHLAND OR 97520 X NANCY DAY Trustee 1.00 0.00 X 0 0 0 MARC W BAYLISS Vice President 2.00 0.00 X X 0 0 0 GEOFFREY W CUTLER TREASURER 2.00 0.00 X X 0 0 0 ANNE ROOT Trustee 1.00 0.00 X 0 0 0 BILL HADEN Trustee 1.00 0.00 X 0 0 0 FRANK FAUST III Trustee 1.00 0.00 X 0 0 0 CAROL MOODY TRUSTEE 1.00 0.00 X 0 0 0 SIDNEY B DEBOER Trustee 1.00 0.00 X 0 0 0 BRADLEY S HICKS Trustee 1.00 0.00 X 0 0 0 DANIEL A HENDERSON TRUSTEE 1.00 0.00 X 0 0 0 GARY L KLOUDA TRUSTEE 1.00 0.00 X 0 0 0 PETER D KRATZ TRUSTEE 1.00 0.00 X 0 0 0 SUE C KUPILLAS Secretary 2.00 0.00 X X 0 0 0 DEBRA F LEE TRUSTEE 1.00 0.00 X 0 0 0 GARY STREIT Trustee 1.00 0.00 X 0 0 0 SAUNDRA THEIS Trustee 1.00 0.00 X 0 0 0 BLAIR E MOODY Trustee 1.00 0.00 X 0 0 0 DOUGLAS MORSE TRUSTEE 1.00 0.00 X 0 0 0 JARED RENNIE Trustee 1.00 0.00 X 0 0 0 JEANNE TAYLOR Trustee 1.00 0.00 X 0 0 0 JEFF DEBOER Trustee 1.00 0.00 X 0 0 0 JOHN C SCHWEIGER TRUSTEE 1.00 0.00 X 0 0 0 APRIL L SEVCIK TRUSTEE 1.00 0.00 X 0 0 0 STEPHANIE KEAVENEY Trustee 1.00 0.00 X 0 0 0 JOSEPH W COX Trustee 1.00 0.00 X 0 0 0 ALEXIS PACKER Trustee 1.00 0.00 X 0 0 0 JAMES E TEECE TRUSTEE 1.00 0.00 X 0 0 0 DANIEL C THORNDIKE President 2.00 0.00 X X 0 0 0 DAVID WRIGHT Trustee 1.00 0.00 X 0 0 0 RONALD G WORLAND TRUSTEE 1.00 0.00 X 0 0 0 GREG KOENIG Trustee 1.00 0.00 X 0 0 0 JANET FRATELLA Executive Dir. 2.00 0.00 X 0 0 0 0 false false false 0 1854764 199959 1854764 0 1268929 1268929 0 0 0 2001016 1889408 111608 111608 111608 614367 614367 614367 0 0 MISCELLANEOUS INCOME 1638 1638 1638 3851306 111608 1884934 X 0 1212806 1212806 52143 52143 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4124 4124 14912 14912 23159 23159 0 0 57 57 0 0 0 0 0 4877 4877 ACADEMIC PROGRAMS 386657 386657 OSHER LIFE LONG LEARNING 318658 318658 LEASED EMPLOYEE COSTS 266151 105709 160442 CHAMBER MUSIC CONCERTS 234373 234373 346726 241778 70354 34594 2864643 2446415 223192 195036 349339 553645 340380 357287 168537 132403 0 0 0 0 9735 9735 10051 8796 1118625 1118625 1118625 0 26718748 25853189 0 0 672020 843599 29387435 28877279 16654 14516 695408 674147 163592 210037 385000 536212 511724 1796866 1410424 X 1355848 1279364 7000157 6681617 19234564 19505874 27590569 27466855 29387435 28877279 986663 -1110377 X false true X true false X 2175814 3365592 1642017 1933707 1854764 10971894 0 432443 469582 524209 590375 547095 2563704 2608257 3835174 2166226 2524082 2401859 13535598 0 13535598 449990 397173 388621 486931 1268929 2991644 0 0 16527242 0.81900 0.85600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false false false true 14667 14667 false false Part II-B, Line 1i - Other Activities Description ON DECEMBER 31, 2014, THE FOUNDATION ENTERED INTO A LOBBYING AGREEMENT WITH THORN RUN PARTNERS, LLC FOR $44,000. THORN RUN PARTNERS, LLC IS A WASHINGTON D.C. GOVERNMENT SERVICES AND POLICY DEVELOPMENT FIRM. THE PURPOSE OF THE AGREEMENT WAS TO USE THE SERVICES OF THORN RUN PARTNERS, LLC TO ASSIST SOUTHERN OREGON UNIVERSITY FOUNDATION IN OBTAINING STATE REPRESENTATON FOR THE OREGON TECHNICAL AND REGIONAL UNIVERSITIES. THE LOBBYING AGREEMENT WAS SHARED WITH TWO OTHER LOCAL FOUNDATIONS (OREGON INSTITUTE OF TECHNOLOGY FOUNDATION AND EASTERN OREGON UNIVERSITY FOUNDATION) IN AN EFFORT TO COMBINE RESOURCES FOR THE BENEFIT OF THE LOBBYING SERVICES PROVIDED BY THORN RUN PARTNERS, LLC. EACH OF THE TWO OTHER FOUNDATIONS REIMBURSED SOUTHERN OREGON UNIVERSITY FOUNDATION FOR $14,667 OF THEIR SHARED COST; THEREFORE, THE TOTAL LOBBYING EXPENSE FOR SOUTHERN OREGON UNIVERSITY FOUNDATION WAS $14,667. 23502843 402225 242405 1059787 23087686 19553069 476456 4479947 1006629 23502843 18344395 304759 1888714 984799 19553069 16943064 2228350 -10129 816890 18344395 12840803 1276225 3744655 918619 16943064 false false false 1015125 90000 1105125 13500 13500 1118625 25853189 OBLIGATIONS UNDER SPLIT-INT AGREEMENTS 511724 511724 3288024 -1110377 547095 -563282 3851306 3851306 3411738 547095 547095 2864643 2864643 Part V, Line 4: Intended uses of the endowment fund. THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 196 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES. CASH INTERNATIONAL 6 52143 VIA SOU FMV false false false false false false false FUNDRAISING EVENTS 614367 614367 614367 614367 614367 false 0 0 SOU STUDENT SCHOLARSHIPS 1212806 6 28379 VIOLA DA GAMBA 1 15400 STEINWAY MDL D 1 156180 false false false Client Note 1 Client Note 1 - FORM 990, PART 1, LINE 1THE 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 THE SOUTHERN OREGON UNIVERSITY. Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et THERE ARE FOUR MEMBERS OF THE BOARD THAT HAVE RELATIONSHIPS WITH EACH OTHER; A HUSBAND AND WIFE TEAM, AND A FATHER-SON TEAM; THEY ARE ALL MEMBERS OF THE BOARD. Form 990, Part VI, Line 11b: Form 990 Review Process 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, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts 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, Part VI, Line 19: Other Organization Documents Publicly Available COPIES OF ALL DOCUMENTS ARE MAINTAINED ON FILE AND ARE AVAILABLE UPON REQUEST. Form 990, Part IX, Line 24e: Other Expenses ALUMNI ACTIVITIES: Column (A) - Total = $28563; Column (B) - Program Services = $28563; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses ANNUAL REPORT: Column (A) - Total = $19950; Column (B) - Program Services = $0; Column (C) - Management & General = $19950; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses ATHLETIC PROGRAMS: Column (A) - Total = $194454; Column (B) - Program Services = $194454; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses AUTO EXPENSE: Column (A) - Total = $15; Column (B) - Program Services = $0; Column (C) - Management & General = $15; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses BOARD SUPPORT MEETINGS: Column (A) - Total = $2617; Column (B) - Program Services = $0; Column (C) - Management & General = $2617; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses CAMPUS COMMUNITY EVENT: Column (A) - Total = $8265; Column (B) - Program Services = $0; Column (C) - Management & General = $8265; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses COLLEGE ART MUSEUM: Column (A) - Total = $9051; Column (B) - Program Services = $9051; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses CONTINGENCY: Column (A) - Total = $-7729; Column (B) - Program Services = $0; Column (C) - Management & General = $-7729; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses DIRECTOR CULTIVATION EXPENSE: Column (A) - Total = $4277; Column (B) - Program Services = $0; Column (C) - Management & General = $485; Column (D) - Fundraising = $3792 Form 990, Part IX, Line 24e: Other Expenses DUES, FEES, AND SUBSCRIPTIONS: Column (A) - Total = $3301; Column (B) - Program Services = $0; Column (C) - Management & General = $3301; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses FINANCIAL MANAGEMENT COSTS: Column (A) - Total = $7263; Column (B) - Program Services = $0; Column (C) - Management & General = $7263; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses INVESTMENT ADVISOR FEES: Column (A) - Total = $6993; Column (B) - Program Services = $0; Column (C) - Management & General = $6993; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses LIBRARY SUPPORT: Column (A) - Total = $9710; Column (B) - Program Services = $9710; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses MAJOR GIFTS DIR. CULTIVATION: Column (A) - Total = $8708; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $8708 Form 990, Part IX, Line 24e: Other Expenses OTHER FUNDRAISING COSTS: Column (A) - Total = $22288; Column (B) - Program Services = $0; Column (C) - Management & General = $194; Column (D) - Fundraising = $22094 Form 990, Part IX, Line 24e: Other Expenses Postage and Shipping: Column (A) - Total = $2319; Column (B) - Program Services = $0; Column (C) - Management & General = $2319; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Printing and Publications: Column (A) - Total = $5091; Column (B) - Program Services = $0; Column (C) - Management & General = $5091; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses PROFESSIONAL SERVICES: Column (A) - Total = $15183; Column (B) - Program Services = $0; Column (C) - Management & General = $15183; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses PROPERTY MANAGEMENT: Column (A) - Total = $2308; Column (B) - Program Services = $0; Column (C) - Management & General = $2308; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses SCHOLARSHIP STEWARD MEETINGS: Column (A) - Total = $695; Column (B) - Program Services = $0; Column (C) - Management & General = $695; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses STAFF DEVELOPMENT: Column (A) - Total = $784; Column (B) - Program Services = $0; Column (C) - Management & General = $784; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses TELEPHONE: Column (A) - Total = $2620; Column (B) - Program Services = $0; Column (C) - Management & General = $2620; Column (D) - Fundraising = $0 FORM 990, PART I AND III, LINE 1 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 THE SOUTHERN OREGON UNIVERSITY.