SOUTHERN OREGON UNIVERSITY FOUNDATION: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: SOUTHERN OREGON UNIVERSITY FOUNDATION (EIN 23-7030910)
Tax period: 2009-07-01 to 2010-06-30
Filed: 2011-02-14
IRS object ID: 201120459349301467
Schema version: 2009v1.7
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 M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-02-14T13:52:18-08:00	Timestamp
Tax Period End Date	2010-06-30	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	2009-07-01	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	SYLVIA KELLEY	Name
Title	Executive Director	Title
Date Signed	2011-02-14	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	STEWART C PARMELE CPA	Name
Phone	5417798261	Phone

Field	Value	IRS element (for citing)
Tax Year	2009	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	BLAIR MOODY	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	564 BURGUNDY CIRCLE	AddressLine1
City	MEDFORD	City
State	OR	State
ZIP Code	97504	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	2732223	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
All Affiliates Included	false	AllAffiliatesIncluded
Organization501c	X	Organization501c
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	30	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	30	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Nbr Volunteers	30	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	2337411	ContributionsGrantsPriorYear
Contributions Grants Current Year	1175579	ContributionsGrantsCurrentYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	563156	InvestmentIncomePriorYear
Investment Income Current Year	396344	InvestmentIncomeCurrentYear
Other Revenue Prior Year	532872	OtherRevenuePriorYear
Other Revenue Current Year	279752	OtherRevenueCurrentYear
Total Revenue Prior Year	3433439	TotalRevenuePriorYear
Total Revenue Current Year	1851675	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	630420	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	441090	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	476	TotalFundrsngExpCurrentYear
Other Expense Prior Year	1223502	OtherExpensePriorYear
Other Expenses Current Year	1436297	OtherExpensesCurrentYear
Total Expenses Prior Year	1853922	TotalExpensesPriorYear
Total Expenses Current Year	1877387	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	1579517	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-25712	RevenuesLessExpensesCY
Total Assets BOY	17453651	TotalAssetsBOY
Total Assets EOY	18411706	TotalAssetsEOY
Total Liabilities BOY	2605425	TotalLiabilitiesBOY
Total Liabilities EOY	2495057	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	14848226	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	15916649	NetAssetsOrFundBalancesEOY
Mission Description	SEE SCHEDULE O	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	1751024	Expense
Grants	441090	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 $441,090 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	1751024	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	false	TermOrPermanentEndowments
Balance Sheet Amounts Reported	true	BalanceSheetAmountsReported
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	false	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
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
Form8886 T Filed	false	Form8886TFiled
Non Deductible Contributions	false	NonDeductibleContributions
Non Deductible Disclosure	false	NonDeductibleDisclosure
Quid Pro Quo Contributions	false	QuidProQuoContributions
Quid Pro Quo Disclosure	false	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
Nbr Voting Governing Body Members	30	NbrVotingGoverningBodyMembers
Number Independent Voting Members	30	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	false	LocalChapters
Policies Reference Chapters	false	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
Written Policy Or Procedure	false	WrittenPolicyOrProcedure
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	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
TAMARA NORDIN
Trustee	1.00	0	0	0
T LUND
Trustee	1.00	0	0	0
SUE KUPILLAS
Secretary	2.00	0	0	0
STEVE AUERBACH
Trustee	2.00	0	0	0
SID DEBOER
TRSUSTEE	1.00	0	0	0
RUBY WHALLEY
Trustee	1.00	0	0	0
RONALD G WORLAND
TRUSTEE	1.00	0	0	0
PETER KRATZ
TRUSTEE	1.00	0	0	0
PETE BELCASTRO
Trustee	2.00	0	0	0
PATRICIA SMULLIN
TRUSTEE	1.00	0	0	0
MONTE MENDEHALL
Trustee	1.00	0	0	0
LUCY STRASBURG
Trustee	1.00	0	0	0
LES CRACRAFT
TRUSTEE	1.00	0	0	0
JOHN C SCHWEIGER
TRUSTEE	1.00	0	0	0
JIM TEECE
TRUSTEE	1.00	0	0	0
GEOFFREY CUTLER
TREASURER	2.00	0	0	0
GARY SHERWOOD
Trustee	1.00	0	0	0
GARY KLOUDA
TRUSTEE	1.00	0	0	0
FRANK FAUST
Trustee	1.00	0	0	0
DOUG MORSE
TRUSTEE	1.00	0	0	0
DEBRA F J LEE
TRUSTEE	1.00	0	0	0
DAVID WRIGHT
TRSUTEE	1.00	0	0	0
DANIEL HENDERSON
TRUSTEE	1.00	0	0	0
DANIEL A KOSMATKA
Trustee	1.00	0	0	0
DAN THORNDIKE
TRUSTEE	1.00	0	0	0
CYNTHIA SCHERR
TRUSTEE	1.00	0	0	0
BRAD S HICKS
Trustee	1.00	0	0	0
BLAIR MOODY
President	2.00	0	0	0
APRIL SEVCIK
TRUSTEE	1.00	0	0	0
ANNE HAWORTH ROOT
Trustee	1.00	0	0	0

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	1175579	AllOtherContributions
Noncash Contributions	68334	NoncashContributions
Total Contributions	1175579	TotalContributions
Total Program Service Revenue	0	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	418474	TotalRevenueColumn
Exclusion	$418,474	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	823757	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	845887	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	-22130	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	-22130	TotalRevenueColumn
Exclusion	-$22,130	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	300983	GrossIncomeFundraisingEvents
Fundraising Direct Expenses	34661	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	266322	TotalRevenueColumn
Exclusion	$266,322	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	13430	TotalRevenueColumn
Exclusion	$13,430	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	13430	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1851675	TotalRevenueColumn
Exclusion	$676,096	ExclusionAmount

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	441090	Total
Program Services	441090	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	161	Total
Management And General	161	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	6584	Total
Management And General	6584	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	557	Total
Management And General	557	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	7824	Total
Management And General	7824	ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
OTHER PROGRAM SUPPORT	184636	184636
LEASED EMPLOYEE COSTS	220757	191528	29229
CHAMBER MUSIC CONCERT SERIES	224282	224282
ATHLETIC PROGRAMS	326742	326742
ACADEMIC PROGRAMS	143003	143003

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	321751	Total
Program Services	239743	ProgramServices
Management And General	81532	ManagementAndGeneral
Fundraising	476	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	1877387	Total
Program Services	1751024	ProgramServices
Management And General	125887	ManagementAndGeneral
Fundraising	476	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	452340	BOY
EOY	339820	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	1415864	BOY
EOY	1096487	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	341728	BOY
EOY	257433	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
EOY	18958	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	9991	BOY
EOY	9895	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	32036	BOY
EOY	30320	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	1519418	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	107625	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	1398293	BOY
EOY	1411793	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	13152014	BOY
EOY	14573576	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	651385	BOY
EOY	673424	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	17453651	BOY
EOY	18411706	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	41503	BOY
EOY	17926	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	305335	BOY
EOY	307105	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	157905	BOY
EOY	160793	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	1635000	BOY
EOY	1435000	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	465682	BOY
EOY	574233	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	2605425	BOY
EOY	2495057	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	-2958802	BOY
EOY	-2229641	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	2868740	BOY
EOY	2958876	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	14938288	BOY
EOY	15187414	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	14848226	BOY
EOY	15916649	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	17453651	BOY
EOY	18411706	EOY

Field	Value	IRS element (for citing)
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	false	FederalGrantAuditRequired
Federal Grant Audit Performed	false	FederalGrantAuditPerformed

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	1212821	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	2614344	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2670704	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2337411	CurrentTaxYearMinus1Year
Current Tax Year	1175578	CurrentTaxYear
Total	10010858	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	392594	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	404092	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	395430	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	425581	CurrentTaxYearMinus1Year
Current Tax Year	414267	CurrentTaxYear
Total	2031964	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1605415	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	3018436	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	3066134	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2762992	CurrentTaxYearMinus1Year
Current Tax Year	1589845	CurrentTaxYear
Total	12042822	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	1508718	AmountsSubstContributorsTotal
Public Support Total170	10534104	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	365815	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	452568	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	395856	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	569622	CurrentTaxYearMinus1Year
Current Tax Year	418474	CurrentTaxYear
Total	2202335	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	14245157	TotalSupport
Public Support Pertcentage170	0.73950	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.77040	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

Land Land

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	1015125	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	148293	OtherCostOrOtherBasis
Book Value	1163418	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	356000	OtherCostOrOtherBasis
Depreciation	107625	Depreciation
Book Value	248375	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	1411793	TotalOfBookValueLandBuildings
Total Of Book Value Securities	14573576	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	OBLIGATIONS UNDER SPLIT-INT AGREEMENTS	Description
Amount	$574,233	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	574233	TotalOfAmounts
Total Revenue	1851675	TotalRevenue
Total Expenses	1877387	TotalExpenses
Excess Or Deficit For Year	-25712	ExcessOrDeficitForYear
Net Unrealized GL On Investments	1094135	NetUnrealizedGLOnInvestments
Donated Services And Facilities	421467	DonatedServicesAndFacilities
Total Adjustments	1515602	TotalAdjustments
Excess Or Deficit Per FS	1489890	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	3382037	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	1094135	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	421467	DonatedSrvcAndUseOfFacilities
Other Revenues	14760	OtherRevenues
Revenue Not Rptd F990	1530362	RevenueNotRptdF990
Revenue Subtotal	1851675	RevenueSubtotal
Total Revenue Per Form990	1851675	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	2313614	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	421467	DonatedServicesUseOfFacilities
Other Expenses Included	14760	OtherExpensesIncluded
Expenses Not Rptd F990	436227	ExpensesNotRptdF990
Expenses Subtotal	1877387	ExpensesSubtotal
Total Expenses Per Form990	1877387	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Part XIII, Line 2d	Part XIII, Line 2d: Other expenses and losses per audited F/S	SPECIAL EVENT EXPENSES $14760
Part XII, Line 2d	Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990	SPECIAL EVENT EXPENSES $14760

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	296433	GrossReceiptsEvent1
Gross Revenue Event1	296433	GrossRevenueEvent1
Other Direct Expenses Event1	14761	OtherDirectExpensesEvent1
Gross Receipts Total	296433	GrossReceiptsTotal
Gross Revenue Total Events	296433	GrossRevenueTotalEvents
Other Direct Expenses Total Events	14761	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	14761	DirectExpenseSummaryEvents
Net Income Summary	281672	NetIncomeSummary

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
No Grant More Than5000	X	NoGrantMoreThan5000
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
Number Of Recipients	420	NumberOfRecipients
Amount Of Cash Grant	441090	AmountOfCashGrant

Schedule M IRS990ScheduleM

Securities Miscellaneous SecuritiesMiscellaneous

Field	Value	IRS element (for citing)
Number Of Contributions	7	NumberOfContributions
Noncash Contribs Rptd F990	32793	NoncashContribsRptdF990

Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)

DescriptionDescription	Number Of ContributionsNumberOfContributions	Noncash Contribs Rptd F990NoncashContribsRptdF990
ANTIQUE COLLECT	1	34752
OFFICE DESK	1	789

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 (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
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.
	Client Note1	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.