SOUTHERN OREGON UNIVERSITY FOUNDATION: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
SOUTHERN OREGON UNIVERSITY FOUNDATION (EIN 23-7030910)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-05-09
IRS object ID
201231309349302123
Schema version
2010v3.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-05-09T14:53:06-07:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL L PIELS CPAs LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1940 TOWN CENTRE DRAddressLine1
CityMEDFORDCity
StateORState
ZIP Code975046100ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN237030910EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SOUTHERN OREGON UNIVERSITY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSOUTNameControl
Phone5415526129Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11250 SISKIYOU BOULEVARDAddressLine1
CityASHLANDCity
StateORState
ZIP Code97520ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameBLAIR E MOODYName
TitlePresidentTitle
Date Signed2012-05-09DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameSTEWART C PARMELE CPAName
Phone5417798261Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonBLAIR E MOODYNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1564 BURGUNDY CIRCLEAddressLine1
CityMEDFORDCity
StateORState
ZIP Code97504ZIPCode
FieldValueIRS element (for citing)
Gross Receipts20123766GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
All Affiliates IncludedfalseAllAffiliatesIncluded
Organization501c3XOrganization501c3
Web SiteWWW.SOUFOUNDATION.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1959YearFormation
State Legal DomicileORStateLegalDomicile
Activity Or Mission DescriptionSEE SCHEDULE OActivityOrMissionDescription
Nbr Voting Members Governing Body33NbrVotingMembersGoverningBody
Nbr Independent Voting Members28NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers32TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year1175579ContributionsGrantsPriorYear
Contributions Grants Current Year2200786ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year396344InvestmentIncomePriorYear
Investment Income Current Year519981InvestmentIncomeCurrentYear
Other Revenue Prior Year279752OtherRevenuePriorYear
Other Revenue Current Year349814OtherRevenueCurrentYear
Total Revenue Prior Year1851675TotalRevenuePriorYear
Total Revenue Current Year3070581TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year441090GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY663818GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year198163TotalFundrsngExpCurrentYear
Other Expense Prior Year1436297OtherExpensePriorYear
Other Expenses Current Year1363602OtherExpensesCurrentYear
Total Expenses Prior Year1877387TotalExpensesPriorYear
Total Expenses Current Year2027420TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-25712RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1043161RevenuesLessExpensesCY
Total Assets BOY18411706TotalAssetsBOY
Total Assets EOY22670683TotalAssetsEOY
Total Liabilities BOY2495057TotalLiabilitiesBOY
Total Liabilities EOY2301041TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY15916649NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY20369642NetAssetsOrFundBalancesEOY
Mission DescriptionSEE SCHEDULE OMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense1652281Expense
Grants663818Grants
DescriptionTHE 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 $663,818 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 Expense1652281TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingfalseComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Form990-T FiledfalseForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Form8886 T FiledfalseForm8886TFiled
Non Deductible ContributionsfalseNonDeductibleContributions
Non Deductible DisclosurefalseNonDeductibleDisclosure
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Number Of8282 Filed0NumberOf8282Filed
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledfalseForm1098CFiled
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Filed Lieu1041falseFiledLieu1041
Licensed More Than One StatefalseLicensedMoreThanOneState
Indoor Tanning ServicesfalseIndoorTanningServices
Form720 FiledfalseForm720Filed
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members33NbrVotingGoverningBodyMembers
Number Independent Voting Members28NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocstrueChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChapterstrueLocalChapters
Policies Reference ChapterstruePoliciesReferenceChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Written Policy Or ProcedurefalseWrittenPolicyOrProcedure
States Where Copy Of Return Is FiledORStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonSOUF DIRECTOR OF FINANCENamePerson
Telephone Number5415526129TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11250 SISKIYOU BOULEVARDAddressLine1
CityASHLANDCity
StateORState
ZIP Code97520ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (33 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
TERRY J LUND
Trustee1.00000
TAMARA G NORDIN
Trustee1.00000
SUE C KUPILLAS
Secretary2.00000
STEPHEN D AUERBACH
Trustee1.00000
SIDNEY B DEBOER
Trustee1.00000
SHARON K PEWTRESS
Trustee1.00000
RUBY F WHALLEY
Trustee1.00000
RONALD G WORLAND
TRUSTEE1.00000
PETER D KRATZ
TRUSTEE1.00000
PATRICIA C SMULLIN
TRUSTEE1.00000
MONTE MENDEHALL
Trustee1.00000
MARC W BAYLISS
Trustee1.00000
LUCIA H STRASBURG
Trustee1.00000
LESTER R CRACRAFT
TRUSTEE1.00000
JOSEPH W COX
Trustee1.00000
JOHN C SCHWEIGER
TRUSTEE1.00000
JAMES E TEECE
TRUSTEE1.00000
GREG KOENIG
Trustee1.00000
GEOFFREY W CUTLER
TREASURER2.00000
GARY L KLOUDA
TRUSTEE1.00000
GARY A SHERWOOD
Trustee1.00000
FRANK FAUST III
Trustee1.00000
DOUGLAS MORSE
TRUSTEE1.00000
DEBRA F LEE
TRUSTEE1.00000
DAVID WRIGHT
Trustee1.00000
DANIEL C THORNDIKE
Vice President2.00000
DANIEL A KOSMATKA
Trustee1.00000
DANIEL A HENDERSON
TRUSTEE1.00000
CYNTHIA SCHERR
TRUSTEE1.00000
BRADLEY S HICKS
Trustee1.00000
BLAIR E MOODY
President2.00000
APRIL L SEVCIK
TRUSTEE1.00000
ANNE ROOT
Trustee1.00000
FieldValueIRS element (for citing)
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions2200786AllOtherContributions
Noncash Contributions981467NoncashContributions
Total Contributions2200786TotalContributions
Total Program Service Revenue0TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column574072TotalRevenueColumn
Exclusion$574,072ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities16996448Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities17050539Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-54091Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-54091TotalRevenueColumn
Exclusion-$54,091ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events351839GrossIncomeFundraisingEvents
Fundraising Direct Expenses2646FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column349193TotalRevenueColumn
Exclusion$349,193ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUS INCOMEDescription
Total Revenue Column621TotalRevenueColumn
Exclusion$621ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue621TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column3070581TotalRevenueColumn
Exclusion$869,795ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total663818Total
Program Services663818ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total0Total

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total0Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total0Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total0Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total0Total

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total3454Total
Management And General3454ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total0Total

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total0Total

Advertising Advertising

FieldValueIRS element (for citing)
Total143Total
Management And General143ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total7163Total
Management And General7163ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total0Total

Travel Travel

FieldValueIRS element (for citing)
Total2554Total
Management And General2554ManagementAndGeneral

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total0Total

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total0Total

Insurance Insurance

FieldValueIRS element (for citing)
Total8172Total
Management And General8172ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
OSHER LIFE LONG LEARNING208840208840
LEASED EMPLOYEE COSTS22326334659188604
COLLEGE ART MUSEUM7999479994
CHAMBER MUSIC CONCERTS202004202004
ACADEMIC PROGRAMS382033382033

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total245982Total
Program Services115592ProgramServices
Management And General120831ManagementAndGeneral
Fundraising9559Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total2027420Total
Program Services1652281ProgramServices
Management And General176976ManagementAndGeneral
Fundraising198163Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY339820BOY
EOY400940EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1096487BOY
EOY666590EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY257433BOY
EOY484728EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY18958BOY
EOY0EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY9895BOY
EOY9815EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY30320BOY
EOY134846EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1519418LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec107625LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY1411793BOY
EOY1411793EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
EOY0EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY14573576BOY
EOY18886200EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY673424BOY
EOY675771EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY18411706BOY
EOY22670683EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY17926BOY
EOY12378EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY307105BOY
EOY278020EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY160793BOY
EOY179045EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY1435000BOY
EOY1235000EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY574233BOY
EOY596598EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY2495057BOY
EOY2301041EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY-2229641BOY
EOY-106182EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2958876BOY
EOY4102760EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY15187414BOY
EOY16373064EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY15916649BOY
EOY20369642EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY18411706BOY
EOY22670683EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses1043161ReconcilationRevenueExpenses
Reconcilation Other Changes3409832ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredfalseFederalGrantAuditRequired
Federal Grant Audit PerformedfalseFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
College Support Org170b1 AivXCollegeSupportOrg170b1Aiv

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2614344CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2670704CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2337411CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1175578CurrentTaxYearMinus1Year
Current Tax Year2175814CurrentTaxYear
Total10973851Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Total0Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years404092CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years395430CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years425581CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year414267CurrentTaxYearMinus1Year
Current Tax Year432443CurrentTaxYear
Total2071813Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3018436CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3066134CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2762992CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1589845CurrentTaxYearMinus1Year
Current Tax Year2608257CurrentTaxYear
Total13045664Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total1484496AmountsSubstContributorsTotal
Public Support Total17011561168PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years452568CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years395856CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years569622CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year418474CurrentTaxYearMinus1Year
Current Tax Year574072CurrentTaxYear
Total2410592Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Total0Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Total Support15456256TotalSupport
Public Support Pertcentage1700.74800PublicSupportPertcentage170
Public Support Pertcent Prior Year0.73950PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance12840803BeginningOfYearBalance
Contributions1276225Contributions
Investment Earnings Or Losses3744655InvestmentEarningsOrLosses
Other Expenditures918619OtherExpenditures
End Of Year Balance16943064EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance11872619BeginningOfYearBalance
Contributions355818Contributions
Investment Earnings Or Losses1347119InvestmentEarningsOrLosses
Other Expenditures734753OtherExpenditures
End Of Year Balance12840803EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance15614646BeginningOfYearBalance
Contributions1422742Contributions
Investment Earnings Or Losses-4470856InvestmentEarningsOrLosses
Other Expenditures693913OtherExpenditures
End Of Year Balance11872619EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance0.05000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.95000TermEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RfalseAreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis1015125InvestmentCostOrOtherBasis
Other Cost Or Other Basis148293OtherCostOrOtherBasis
Book Value1163418BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis356000OtherCostOrOtherBasis
Depreciation107625Depreciation
Book Value248375BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings1411793TotalOfBookValueLandBuildings
Total Of Book Value Securities18886200TotalOfBookValueSecurities

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionOBLIGATIONS UNDER SPLIT-INT AGREEMENTSDescription
Amount$596,598Amount
FieldValueIRS element (for citing)
Total Of Amounts596598TotalOfAmounts
Total Revenue3070581TotalRevenue
Total Expenses2027420TotalExpenses
Excess Or Deficit For Year1043161ExcessOrDeficitForYear
Net Unrealized GL On Investments3409832NetUnrealizedGLOnInvestments
Total Adjustments3409832TotalAdjustments
Excess Or Deficit Per FS4452993ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt6895085TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments3409832NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities414672DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F9903824504RevenueNotRptdF990
Revenue Subtotal3070581RevenueSubtotal
Total Revenue Per Form9903070581TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt2442092TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities414672DonatedServicesUseOfFacilities
Expenses Not Rptd F990414672ExpensesNotRptdF990
Expenses Subtotal2027420ExpensesSubtotal
Total Expenses Per Form9902027420TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierPart V, Line 4Identifier
Return ReferencePart V, Line 4: Intended uses of the endowment fund.ReturnReference
ExplanationThe Foundation's dendowmenet consts of approx. 183 individual funds established for a variety of purposes. The endowments includes both donor-restricted and funds designated by the Board of Trustees.Explanation

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agreement Ref FundraisingfalseAgreementRefFundraising

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1FUNDRAISING EVENTSNameOfEvent1
Gross Receipts Event1348194GrossReceiptsEvent1
Gross Revenue Event1348194GrossRevenueEvent1
Gross Receipts Total348194GrossReceiptsTotal
Gross Revenue Total Events348194GrossRevenueTotalEvents
Net Income Summary348194NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
No Grant More Than5000XNoGrantMoreThan5000
Total Nbr Of501 C3 And Govt Grants0TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantSOU STUDENT SCHOLARSHIPSTypeOfGrant
Amount Of Cash Grant663818AmountOfCashGrant

Schedule M IRS990ScheduleM

Securities Miscellaneous SecuritiesMiscellaneous

FieldValueIRS element (for citing)
Number Of Contributions8NumberOfContributions
Noncash Contribs Rptd F990537151NoncashContribsRptdF990

Real Estate Residential RealEstateResidential

FieldValueIRS element (for citing)
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F990417000NoncashContribsRptdF990

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
DescriptionMUSICAL INSTR.Description
Number Of Contributions3NumberOfContributions
Noncash Contribs Rptd F9902345NoncashContribsRptdF990
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART I AND III, 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 19: Other Organization Documents Publicly AvailableCOPIES 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 ConflictsA 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 11: Form 990 Review ProcessSOUF 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 11
Form 990, Part VI, Line 4: Description of Significant Changes to Organizational DocumentsORGANIZATIONAL BYLAWS WERE MODIFIED IN CURRENT PERIOD.Form 990, Part VI, Line 4
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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