2014-03-31T12:48:05-07:00 2013-06-30 MICHAEL L PIELS CPAs LLP 940 TOWN CENTRE DR MEDFORD OR 975046100 990 2012-07-01 237030910 SOUTHERN OREGON UNIVERSITY FOUNDATION SOUT 5415526129 1250 SISKIYOU BOULEVARD ASHLAND OR 97520 DANIEL C THORNDIKE 2014-03-31 true STEWART C PARMELE CPA P00233959 5417798261 2012 2015-11-30 17:44:51Z DANIEL C THORNDIKE 369 GRANITE STREET ASHLAND OR 97520 14091306 false false X WWW.SOUFOUNDATION.ORG X 1959 OR SEE SCHEDULE O 35 35 0 80 0 3478816 1670889 0 538331 1459618 356358 372323 4373505 3502830 723112 903260 0 0 0 159739 1425706 1624115 2148818 2527375 2224687 975455 24026583 25193922 1926284 1563227 22100299 23630695 SEE SCHEDULE O false false 2141612 903260 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. 2141612 true true false false false false false false false true true true false false true false true false false false false false false false true false false false true false false false false false false false true false false false false true false false false false false false false false false true 0 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 35 35 false false false false false false false true true false true true true true true true true true false false false OR X SOUF DIRECTOR OF FINANCE 5415526129 1250 SISKIYOU BOULEVARD ASHLAND OR 97520 X JEANNE TAYLOR 1.00 0.00 0 0 0 JARED RENNIE 1.00 0.00 0 0 0 MILT MORGAN 1.00 0.00 0 0 0 BILL HADEN 1.00 0.00 0 0 0 NANCY DAY 1.00 0.00 0 0 0 GREG KOENIG 1.00 0.00 X 0 0 0 RONALD G WORLAND 1.00 0.00 X 0 0 0 DAVID WRIGHT 1.00 0.00 X 0 0 0 TAMARA G NORDIN 1.00 0.00 X 0 0 0 DANIEL C THORNDIKE 2.00 0.00 X X 0 0 0 JAMES E TEECE 1.00 0.00 X 0 0 0 JOSEPH W COX 1.00 0.00 X 0 0 0 APRIL L SEVCIK 1.00 0.00 X 0 0 0 JOHN C SCHWEIGER 1.00 0.00 X 0 0 0 DOUGLAS MORSE 1.00 0.00 X 0 0 0 RUBY F WHALLEY 1.00 0.00 X 0 0 0 BLAIR E MOODY 1.00 0.00 X X 0 0 0 LUCIA H STRASBURG 1.00 0.00 X 0 0 0 DEBRA F LEE 1.00 0.00 X 0 0 0 SUE C KUPILLAS 2.00 0.00 X X 0 0 0 PETER D KRATZ 1.00 0.00 X 0 0 0 GARY L KLOUDA 1.00 0.00 X 0 0 0 DANIEL A HENDERSON 1.00 0.00 X 0 0 0 BRADLEY S HICKS 1.00 0.00 X 0 0 0 SIDNEY B DEBOER 1.00 0.00 X 0 0 0 LESTER R CRACRAFT 1.00 0.00 X 0 0 0 FRANK FAUST III 1.00 0.00 X 0 0 0 ANNE ROOT 1.00 0.00 X 0 0 0 GEOFFREY W CUTLER 2.00 0.00 X X 0 0 0 MARC W BAYLISS 2.00 0.00 X 0 0 0 0 false false false 0 1670889 38921 1670889 0 708522 708522 0 0 0 11034968 284000 10259099 308773 775869 -24773 751096 751096 391917 20604 371313 371313 0 0 MISCELLANEOUS INCOME 1010 1010 1010 3502830 751096 1080845 X 0 903260 903260 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 115 115 4072 4072 0 0 0 287 287 0 0 0 0 0 8009 8009 CHAMBER MUSIC CONCERTS 215485 215485 LEASED EMPLOYEE COSTS 231841 85781 146060 OSHER LIFE LONG LEARNING 299745 299745 ACADEMIC PROGRAMS 536714 536714 327847 186408 127760 13679 2527375 2141612 226024 159739 828823 307330 2801766 612554 85119 153418 0 0 0 0 9815 9735 49206 33364 1118625 1411793 1118625 0 18168041 22286876 0 0 672020 672020 24026583 25193922 24877 25832 363125 447444 167441 179849 835000 385000 535841 525102 1926284 1563227 X -277155 181600 3823254 4740157 18554200 18708938 22100299 23630695 24026583 25193922 975455 554941 X false true X true false X 2337411 1175578 2175814 3365592 1642017 10696412 0 425581 414267 432443 469582 524209 2266082 2762992 1589845 2608257 3835174 2166226 12962494 0 12962494 569622 418474 574072 538331 545338 2645837 0 0 15608331 0.83050 0.84740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18344395 304759 1883352 984799 19547707 16943064 2228350 -10129 816890 18344395 12840803 1276225 3744655 918619 16943064 11872619 355818 1347119 734753 12840803 15614646 1422742 -4470856 693913 11872619 false false false 1015125 90000 1105125 13500 13500 1118625 22286876 OBLIGATIONS UNDER SPLIT-INT AGREEMENTS 525102 525102 4606753 554941 524209 1079150 3527603 -24773 -24773 3502830 3076357 524209 24773 548982 2527375 2527375 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. false FUNDRAISING EVENTS 391917 391917 20604 391917 391917 20604 20604 371313 false 0 0 SOU STUDENT SCHOLARSHIPS 903260 LITHIA HOLDING LLC TRUSTEE FINANCE X 635000 385000 false true true 385000 2 10049 false false false 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 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 VI, Line 19 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 12c 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 11b 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. 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.