2012-05-09T14:53:06-07:00 2011-06-30 MICHAEL L PIELS CPAs LLP 940 TOWN CENTRE DR MEDFORD OR 975046100 990 2010-07-01 237030910 SOUTHERN OREGON UNIVERSITY FOUNDATION SOUT 5415526129 1250 SISKIYOU BOULEVARD ASHLAND OR 97520 BLAIR E MOODY 2012-05-09 STEWART C PARMELE CPA 5417798261 2010 2016-02-24 21:20:13Z BLAIR E MOODY 564 BURGUNDY CIRCLE MEDFORD OR 97504 20123766 false false X WWW.SOUFOUNDATION.ORG X 1959 OR SEE SCHEDULE O 33 28 0 32 0 1175579 2200786 0 396344 519981 279752 349814 1851675 3070581 441090 663818 0 0 0 198163 1436297 1363602 1877387 2027420 -25712 1043161 18411706 22670683 2495057 2301041 15916649 20369642 SEE SCHEDULE O false false 1652281 663818 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 $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. 1652281 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 false 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 false false true true false 0 false false false false false false false false false false false X 33 28 false false true false false false false true true false true true true true true true true true false false false false OR X SOUF DIRECTOR OF FINANCE 5415526129 1250 SISKIYOU BOULEVARD ASHLAND OR 97520 X TERRY J LUND 1.00 0 0 0 TAMARA G NORDIN 1.00 0 0 0 SUE C KUPILLAS 2.00 0 0 0 STEPHEN D AUERBACH 1.00 0 0 0 SIDNEY B DEBOER 1.00 0 0 0 SHARON K PEWTRESS 1.00 0 0 0 RUBY F WHALLEY 1.00 0 0 0 RONALD G WORLAND 1.00 0 0 0 PETER D KRATZ 1.00 0 0 0 PATRICIA C SMULLIN 1.00 0 0 0 MONTE MENDEHALL 1.00 0 0 0 MARC W BAYLISS 1.00 0 0 0 LUCIA H STRASBURG 1.00 0 0 0 LESTER R CRACRAFT 1.00 0 0 0 JOSEPH W COX 1.00 0 0 0 JOHN C SCHWEIGER 1.00 0 0 0 JAMES E TEECE 1.00 0 0 0 GREG KOENIG 1.00 0 0 0 GEOFFREY W CUTLER 2.00 0 0 0 GARY L KLOUDA 1.00 0 0 0 GARY A SHERWOOD 1.00 0 0 0 FRANK FAUST III 1.00 0 0 0 DOUGLAS MORSE 1.00 0 0 0 DEBRA F LEE 1.00 0 0 0 DAVID WRIGHT 1.00 0 0 0 DANIEL C THORNDIKE 2.00 0 0 0 DANIEL A KOSMATKA 1.00 0 0 0 DANIEL A HENDERSON 1.00 0 0 0 CYNTHIA SCHERR 1.00 0 0 0 BRADLEY S HICKS 1.00 0 0 0 BLAIR E MOODY 2.00 0 0 0 APRIL L SEVCIK 1.00 0 0 0 ANNE ROOT 1.00 0 0 0 0 false false false 0 2200786 981467 2200786 0 574072 574072 0 0 0 16996448 17050539 -54091 -54091 -54091 351839 2646 349193 349193 0 0 MISCELLANEOUS INCOME 621 621 621 3070581 869795 0 663818 663818 0 0 0 0 0 0 0 0 0 3454 3454 0 0 0 0 0 143 143 7163 7163 0 0 0 2554 2554 0 0 0 0 0 8172 8172 OSHER LIFE LONG LEARNING 208840 208840 LEASED EMPLOYEE COSTS 223263 34659 188604 COLLEGE ART MUSEUM 79994 79994 CHAMBER MUSIC CONCERTS 202004 202004 ACADEMIC PROGRAMS 382033 382033 245982 115592 120831 9559 2027420 1652281 176976 198163 339820 400940 1096487 666590 257433 484728 18958 0 0 0 0 9895 9815 30320 134846 1519418 107625 1411793 1411793 0 14573576 18886200 0 0 673424 675771 18411706 22670683 17926 12378 307105 278020 160793 179045 1435000 1235000 574233 596598 2495057 2301041 X -2229641 -106182 2958876 4102760 15187414 16373064 15916649 20369642 18411706 22670683 X 1043161 3409832 X false true true X false false X 2614344 2670704 2337411 1175578 2175814 10973851 0 404092 395430 425581 414267 432443 2071813 3018436 3066134 2762992 1589845 2608257 13045664 1484496 11561168 452568 395856 569622 418474 574072 2410592 0 0 15456256 0.74800 0.73950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12840803 1276225 3744655 918619 16943064 11872619 355818 1347119 734753 12840803 15614646 1422742 -4470856 693913 11872619 0.05000 0.95000 false false false 1015125 148293 1163418 356000 107625 248375 1411793 18886200 OBLIGATIONS UNDER SPLIT-INT AGREEMENTS 596598 596598 3070581 2027420 1043161 3409832 3409832 4452993 6895085 3409832 414672 3824504 3070581 3070581 2442092 414672 414672 2027420 2027420 Part V, Line 4 Part V, Line 4: Intended uses of the endowment fund. The 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. false FUNDRAISING EVENTS 348194 348194 348194 348194 348194 X 0 0 SOU STUDENT SCHOLARSHIPS 663818 8 537151 1 417000 MUSICAL INSTR. 3 2345 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 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 11 Form 990, Part VI, Line 11: 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 4 Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents ORGANIZATIONAL BYLAWS WERE MODIFIED IN CURRENT PERIOD. 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.