SOUTHERN OREGON UNIVERSITY FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHERN OREGON UNIVERSITY FOUNDATION (EIN 23-7030910)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-03-31
- IRS object ID
- 201440909349300119
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-31T12:48:05-07:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL L PIELS CPAs LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 TOWN CENTRE DR | AddressLine1 |
| City | MEDFORD | City |
| State | OR | State |
| ZIP Code | 975046100 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237030910 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN OREGON UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOUT | NameControl |
| Phone | 5415526129 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 SISKIYOU BOULEVARD | AddressLine1 |
| City | ASHLAND | City |
| State | OR | State |
| ZIP Code | 97520 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL C THORNDIKE | Name |
| Title | President | Title |
| Date Signed | 2014-03-31 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEWART C PARMELE CPA | Name |
| PTIN | P00233959 | PTIN |
| Phone | 5417798261 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DANIEL C THORNDIKE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 GRANITE STREET | AddressLine1 |
| City | ASHLAND | City |
| State | OR | State |
| ZIP Code | 97520 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14091306 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SOUFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1959 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 35 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 35 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 80 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 3478816 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1670889 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 538331 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1459618 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 356358 | OtherRevenuePriorYear |
| Other Revenue Current Year | 372323 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4373505 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3502830 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 723112 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 903260 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 159739 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1425706 | OtherExpensePriorYear |
| Other Expenses Current Year | 1624115 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2148818 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2527375 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2224687 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 975455 | RevenuesLessExpensesCY |
| Total Assets BOY | 24026583 | TotalAssetsBOY |
| Total Assets EOY | 25193922 | TotalAssetsEOY |
| Total Liabilities BOY | 1926284 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1563227 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 22100299 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 23630695 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 2141612 | Expense |
| Grants | 903260 | Grants |
| Description | 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 $903,260 OF SCHOLARSHIPS, GRANTS AND AWARDS TO STUDENTS AND ACADEMIC DEPARTMENTS AND PROGRAMS AT SOUTHERN OREGON UNIVERSITY. SOUTHERN OREGON UNIVERSITY OFFERS OVER 34 MAJORS AND MORE THAN 100 ACADEMIC PROGRAMS TO ITS 5,500 STUDENT ENROLLMENT OF UNDERGRADUATES AND GRADUATES. | Description |
| Total Program Service Expense | 2141612 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 35 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 35 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SOUF DIRECTOR OF FINANCE | NamePerson |
| Telephone Number | 5415526129 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 SISKIYOU BOULEVARD | AddressLine1 |
| City | ASHLAND | City |
| State | OR | State |
| ZIP Code | 97520 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| JEANNE TAYLOR | |||||||
| Trustee | 1.00 | 0.00 | 0 | 0 | 0 | ||
| JARED RENNIE | |||||||
| Trustee | 1.00 | 0.00 | 0 | 0 | 0 | ||
| MILT MORGAN | |||||||
| Trustee | 1.00 | 0.00 | 0 | 0 | 0 | ||
| BILL HADEN | |||||||
| Trustee | 1.00 | 0.00 | 0 | 0 | 0 | ||
| NANCY DAY | |||||||
| Trustee | 1.00 | 0.00 | 0 | 0 | 0 | ||
| GREG KOENIG | |||||||
| Trustee | 1.00 | 0.00 | 0 | 0 | 0 | X | |
| RONALD G WORLAND | |||||||
| TRUSTEE | 1.00 | 0.00 | 0 | 0 | 0 | X | |
| DAVID WRIGHT | |||||||
| Trustee | 1.00 | 0.00 | 0 | 0 | 0 | X | |
| TAMARA G NORDIN | |||||||
| Trustee | 1.00 | 0.00 | 0 | 0 | 0 | X | |
| DANIEL C THORNDIKE | |||||||
| President | 2.00 | 0.00 | 0 | 0 | 0 | X | X |
| JAMES E TEECE | |||||||
| TRUSTEE | 1.00 | 0.00 | 0 | 0 | 0 | X | |
| JOSEPH W COX | |||||||
| Trustee | 1.00 | 0.00 | 0 | 0 | 0 | X | |
| APRIL L SEVCIK | |||||||
| TRUSTEE | 1.00 | 0.00 | 0 | 0 | 0 | X | |
| JOHN C SCHWEIGER | |||||||
| TRUSTEE | 1.00 | 0.00 | 0 | 0 | 0 | X | |
| DOUGLAS MORSE | |||||||
| TRUSTEE | 1.00 | 0.00 | 0 | 0 | 0 | X | |
| RUBY F WHALLEY | |||||||
| Trustee | 1.00 | 0.00 | 0 | 0 | 0 | X | |
| BLAIR E MOODY | |||||||
| Trustee | 1.00 | 0.00 | 0 | 0 | 0 | X | X |
| LUCIA H STRASBURG | |||||||
| Trustee | 1.00 | 0.00 | 0 | 0 | 0 | X | |
| DEBRA F LEE | |||||||
| TRUSTEE | 1.00 | 0.00 | 0 | 0 | 0 | X | |
| SUE C KUPILLAS | |||||||
| Secretary | 2.00 | 0.00 | 0 | 0 | 0 | X | X |
| PETER D KRATZ | |||||||
| TRUSTEE | 1.00 | 0.00 | 0 | 0 | 0 | X | |
| GARY L KLOUDA | |||||||
| TRUSTEE | 1.00 | 0.00 | 0 | 0 | 0 | X | |
| DANIEL A HENDERSON | |||||||
| TRUSTEE | 1.00 | 0.00 | 0 | 0 | 0 | X | |
| BRADLEY S HICKS | |||||||
| Trustee | 1.00 | 0.00 | 0 | 0 | 0 | X | |
| SIDNEY B DEBOER | |||||||
| Trustee | 1.00 | 0.00 | 0 | 0 | 0 | X | |
| LESTER R CRACRAFT | |||||||
| TRUSTEE | 1.00 | 0.00 | 0 | 0 | 0 | X | |
| FRANK FAUST III | |||||||
| Trustee | 1.00 | 0.00 | 0 | 0 | 0 | X | |
| ANNE ROOT | |||||||
| Trustee | 1.00 | 0.00 | 0 | 0 | 0 | X | |
| GEOFFREY W CUTLER | |||||||
| TREASURER | 2.00 | 0.00 | 0 | 0 | 0 | X | X |
| MARC W BAYLISS | |||||||
| Vice President | 2.00 | 0.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1670889 | AllOtherContributions |
| Noncash Contributions | 38921 | NoncashContributions |
| Total Contributions | 1670889 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 708522 | TotalRevenueColumn |
| Exclusion | $708,522 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11034968 | Securities |
| Other | 284000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10259099 | Securities |
| Other | 308773 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 775869 | Securities |
| Other | -24773 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 751096 | TotalRevenueColumn |
| Related Or Exempt Function Income | 751096 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 391917 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 20604 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 371313 | TotalRevenueColumn |
| Exclusion | $371,313 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Total Revenue Column | 1010 | TotalRevenueColumn |
| Exclusion | $1,010 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1010 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3502830 | TotalRevenueColumn |
| Related Or Exempt Function Income | 751096 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,080,845 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 903260 | Total |
| Program Services | 903260 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115 | Total |
| Management And General | 115 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4072 | Total |
| Management And General | 4072 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 287 | Total |
| Management And General | 287 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8009 | Total |
| Management And General | 8009 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CHAMBER MUSIC CONCERTS | 215485 | 215485 | ||
| LEASED EMPLOYEE COSTS | 231841 | 85781 | 146060 | |
| OSHER LIFE LONG LEARNING | 299745 | 299745 | ||
| ACADEMIC PROGRAMS | 536714 | 536714 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 327847 | Total |
| Program Services | 186408 | ProgramServices |
| Management And General | 127760 | ManagementAndGeneral |
| Fundraising | 13679 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2527375 | Total |
| Program Services | 2141612 | ProgramServices |
| Management And General | 226024 | ManagementAndGeneral |
| Fundraising | 159739 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 828823 | BOY |
| EOY | 307330 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2801766 | BOY |
| EOY | 612554 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85119 | BOY |
| EOY | 153418 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9815 | BOY |
| EOY | 9735 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49206 | BOY |
| EOY | 33364 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1118625 | LandBuildingsEquipmentBasis |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1411793 | BOY |
| EOY | 1118625 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18168041 | BOY |
| EOY | 22286876 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 672020 | BOY |
| EOY | 672020 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24026583 | BOY |
| EOY | 25193922 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24877 | BOY |
| EOY | 25832 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 363125 | BOY |
| EOY | 447444 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167441 | BOY |
| EOY | 179849 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 835000 | BOY |
| EOY | 385000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 535841 | BOY |
| EOY | 525102 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1926284 | BOY |
| EOY | 1563227 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -277155 | BOY |
| EOY | 181600 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3823254 | BOY |
| EOY | 4740157 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18554200 | BOY |
| EOY | 18708938 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22100299 | BOY |
| EOY | 23630695 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24026583 | BOY |
| EOY | 25193922 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 975455 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 554941 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2337411 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1175578 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2175814 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3365592 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1642017 | CurrentTaxYear |
| Total | 10696412 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 425581 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 414267 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 432443 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 469582 | CurrentTaxYearMinus1Year |
| Current Tax Year | 524209 | CurrentTaxYear |
| Total | 2266082 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2762992 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1589845 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2608257 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3835174 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2166226 | CurrentTaxYear |
| Total | 12962494 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 12962494 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 569622 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 418474 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 574072 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 538331 | CurrentTaxYearMinus1Year |
| Current Tax Year | 545338 | CurrentTaxYear |
| Total | 2645837 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 15608331 | TotalSupport |
| Public Support Pertcentage170 | 0.83050 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.84740 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 18344395 | BeginningOfYearBalance |
| Contributions | 304759 | Contributions |
| Investment Earnings Or Losses | 1883352 | InvestmentEarningsOrLosses |
| Other Expenditures | 984799 | OtherExpenditures |
| End Of Year Balance | 19547707 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16943064 | BeginningOfYearBalance |
| Contributions | 2228350 | Contributions |
| Investment Earnings Or Losses | -10129 | InvestmentEarningsOrLosses |
| Other Expenditures | 816890 | OtherExpenditures |
| End Of Year Balance | 18344395 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12840803 | BeginningOfYearBalance |
| Contributions | 1276225 | Contributions |
| Investment Earnings Or Losses | 3744655 | InvestmentEarningsOrLosses |
| Other Expenditures | 918619 | OtherExpenditures |
| End Of Year Balance | 16943064 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11872619 | BeginningOfYearBalance |
| Contributions | 355818 | Contributions |
| Investment Earnings Or Losses | 1347119 | InvestmentEarningsOrLosses |
| Other Expenditures | 734753 | OtherExpenditures |
| End Of Year Balance | 12840803 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15614646 | BeginningOfYearBalance |
| Contributions | 1422742 | Contributions |
| Investment Earnings Or Losses | -4470856 | InvestmentEarningsOrLosses |
| Other Expenditures | 693913 | OtherExpenditures |
| End Of Year Balance | 11872619 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1015125 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 90000 | OtherCostOrOtherBasis |
| Book Value | 1105125 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13500 | OtherCostOrOtherBasis |
| Book Value | 13500 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1118625 | TotalOfBookValueLandBuildings |
| Total Of Book Value Securities | 22286876 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OBLIGATIONS UNDER SPLIT-INT AGREEMENTS | Description |
| Amount | $525,102 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 525102 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 4606753 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 554941 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 524209 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 1079150 | RevenueNotRptdF990 |
| Revenue Subtotal | 3527603 | RevenueSubtotal |
| Other Revenues Not Included | -24773 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -24773 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3502830 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3076357 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 524209 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 24773 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 548982 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2527375 | ExpensesSubtotal |
| Total Expenses Per Form990 | 2527375 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XII, Line 2d | Part XII, Line 2d: Other expenses and losses per audited F/S | LOSS ON SALE OF PROPERTY AND EQUIPMENT $24773 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | The Foundation's endowment consists of approximately 195 individual funds established for a variety of purposes. The endowments includes both donor-restricted and funds designated by the Board of Trustees. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FUNDRAISING EVENTS | NameOfEvent1 |
| Gross Receipts Event1 | 391917 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 391917 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 20604 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 391917 | GrossReceiptsTotal |
| Gross Revenue Total Events | 391917 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 20604 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 20604 | DirectExpenseSummaryEvents |
| Net Income Summary | 371313 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SOU STUDENT SCHOLARSHIPS | TypeOfGrant |
| Amount Of Cash Grant | 903260 | AmountOfCashGrant |
Schedule L IRS990ScheduleL
Loan Table LoanTable
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LITHIA HOLDING LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Organization | TRUSTEE | RelationshipWithOrganization |
| Purpose Of Loan | FINANCE | PurposeOfLoan |
| Loan To Organization | X | LoanToOrganization |
| Original Principal | $635,000 | OriginalPrincipalAmount |
| Balance Due | 385000 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 385000 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 10049 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (35 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| Form 990, Part IX, Line 24e: Other Expenses | TELEPHONE: Column (A) - Total = $1977; Column (B) - Program Services = $0; Column (C) - Management & General = $1977; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | STUDENT ACTIVITIES: Column (A) - Total = $1140; Column (B) - Program Services = $1140; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | STAFF DEVELOPMENT: Column (A) - Total = $1910; Column (B) - Program Services = $0; Column (C) - Management & General = $1910; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | SCHOLARSHIP STEWARD MEETINGS: Column (A) - Total = $382; Column (B) - Program Services = $0; Column (C) - Management & General = $382; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | RECOGNITIONS AND MEMORIALS: Column (A) - Total = $661; Column (B) - Program Services = $0; Column (C) - Management & General = $661; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | PROPERTY MANAGEMENT: Column (A) - Total = $8300; Column (B) - Program Services = $0; Column (C) - Management & General = $8300; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | PROFESSIONAL SERVICES: Column (A) - Total = $1198; Column (B) - Program Services = $0; Column (C) - Management & General = $1198; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | Printing and Publications: Column (A) - Total = $4849; Column (B) - Program Services = $0; Column (C) - Management & General = $4849; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | PRESIDENTS CIRCLE EVENTS: Column (A) - Total = $1089; Column (B) - Program Services = $0; Column (C) - Management & General = $1089; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | PRESIDENTS BUDGET ALLOCATION: Column (A) - Total = $-157; Column (B) - Program Services = $0; Column (C) - Management & General = $-157; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | Postage and Shipping: Column (A) - Total = $2692; Column (B) - Program Services = $0; Column (C) - Management & General = $2692; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | PLANNED GIVING DIR CULTIVATION: Column (A) - Total = $9151; Column (B) - Program Services = $0; Column (C) - Management & General = $9151; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | OTHER FUNDRAISING COSTS: Column (A) - Total = $13679; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $13679 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | INVESTMENT ADVISOR FEES: Column (A) - Total = $2905; Column (B) - Program Services = $0; Column (C) - Management & General = $2905; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | INTERNET / WEBSITE: Column (A) - Total = $12; Column (B) - Program Services = $0; Column (C) - Management & General = $12; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | GENERAL DONOR CULTIVATION: Column (A) - Total = $530; Column (B) - Program Services = $0; Column (C) - Management & General = $530; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | FINANCIAL MANAGEMENT COSTS: Column (A) - Total = $12452; Column (B) - Program Services = $0; Column (C) - Management & General = $12452; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | DUES, FEES AND SUBSCRIPTIONS: Column (A) - Total = $3227; Column (B) - Program Services = $0; Column (C) - Management & General = $3227; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | DIRECTOR CULTIVATION EXPENSE: Column (A) - Total = $7660; Column (B) - Program Services = $0; Column (C) - Management & General = $7660; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | CONTINGENCY: Column (A) - Total = $7500; Column (B) - Program Services = $0; Column (C) - Management & General = $7500; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | COMPUTER SUPPORT: Column (A) - Total = $26059; Column (B) - Program Services = $0; Column (C) - Management & General = $26059; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | COLLEGE LIBRARY: Column (A) - Total = $14664; Column (B) - Program Services = $14664; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | COLLEGE ART MUSEUM: Column (A) - Total = $47850; Column (B) - Program Services = $47850; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | CAMPUS COMMUNITY EVENT: Column (A) - Total = $2837; Column (B) - Program Services = $0; Column (C) - Management & General = $2837; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | BOARD SUPPORT MEETINGS: Column (A) - Total = $5381; Column (B) - Program Services = $0; Column (C) - Management & General = $5381; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | AUTO EXPENSE: Column (A) - Total = $7200; Column (B) - Program Services = $0; Column (C) - Management & General = $7200; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | ATHLETIC PROGRAMS: Column (A) - Total = $96910; Column (B) - Program Services = $96910; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | ANNUAL REPORT: Column (A) - Total = $18900; Column (B) - Program Services = $0; Column (C) - Management & General = $18900; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | ANNUAL GIVING DIR CULTIVATION: Column (A) - Total = $1045; Column (B) - Program Services = $0; Column (C) - Management & General = $1045; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| Form 990, Part IX, Line 24e: Other Expenses | ALUMNI ACTIVITIES: Column (A) - Total = $25844; Column (B) - Program Services = $25844; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 | Form 990, Part IX, Line 24e |
| 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 VI, Line 19 |
| 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 12c |
| 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 11b |
| 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. |
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