SOUTHERN OREGON UNIVERSITY FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHERN OREGON UNIVERSITY FOUNDATION (EIN 23-7030910)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-01
- IRS object ID
- 202631219349302258
- Schema version
- 2024v5.0
- 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 J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-01T17:50:14-04:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930819646 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES & ROTH PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10086 | AddressLine1Txt |
| City | EUGENE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97440 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237030910 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN OREGON UNIVERSITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 5415526129 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 SISKIYOU BLVD | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97520 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET FRATELLA | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5415526127 | PhoneNum |
| Signature | 2026-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRITZ S DUNCAN | PreparerPersonNm |
| PTIN | P00036435 | PTIN |
| Phone | 5416872320 | PhoneNum |
| Preparation | 2026-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JANET FRATELLA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 SISKIYOU BLVD | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,306,195 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | GIVING.SOU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1959 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | 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 SOUTHERN OREGON UNIVERSITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 37 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $7,909,892 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,849,685 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,806,364 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,769,083 | CYInvestmentIncomeAmt |
| PY Other Revenue | $91,201 | PYOtherRevenueAmt |
| CY Other Revenue | $199,838 | CYOtherRevenueAmt |
| PY Total Revenue | $9,807,457 | PYTotalRevenueAmt |
| CY Total Revenue | $12,818,606 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,936,896 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,159,994 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,505,273 | PYOtherExpensesAmt |
| CY Other Expenses | $8,195,706 | CYOtherExpensesAmt |
| PY Total Expenses | $6,442,169 | PYTotalExpensesAmt |
| CY Total Expenses | $10,355,700 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,365,288 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,462,906 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $59,769,258 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,592,707 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,157,215 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,834,620 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $57,612,043 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $61,758,087 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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 SOUTHERN OREGON UNIVERSITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $8,781,883 | ExpenseAmt |
| Grant | $2,159,994 | GrantAmt |
| Desc | 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 8,600,000 OF SCHOLARSHIPS, GRANTS AND AWARDS TO STUDENTS AND ACADEMIC DEPARTMENTS AND PROGRAMS AT SOUTHERN OREGON UNIVERSITY. SOUTHERN OREGON UNIVERSITY OFFERS 50 MAJORS AND MORE THAN 100 AREAS OF STUDY TO ITS 5,000 STUDENT ENROLLMENT OF UNDERGRADUATES AND GRADUATES. | Desc |
| Total Program Service Expenses | $8,781,883 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 37 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET FRATELLA | PersonNm |
| Phone | 5415526129 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 SISKIYOU BLVD | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97520 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| JANET FRATELLA | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $0 | $199,596 | $74,918 | |
| CORINA RAMPOLA | ||||||
| DIRECTOR OF | 40.00 | Yes (X) | $0 | $85,451 | $33,750 | |
| SUE KUPILLAS | ||||||
| PAST PRESIDE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JIM TEECE | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GENE PELHAM | ||||||
| VICE PRESIDE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SUE COLLINS | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVID WRIGHT | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TED ADAMS | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MARC BAYLISS | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ALYCIA BLEEKER | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| KELLY COATES | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| TOM CURRAN | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CHRIS CUSHMAN | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| SID DEBOER | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DAN DECENA | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ART DIEDERICH | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CHRISTINE DONCHIN | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| PEG EVANS | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ARMANDO LOPEZ | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BLAIR MOODY | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| FRED MOSSLER | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| RYAN RINGER | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MARK PINGLE | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MOIRA BUCKLEY | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| PHILIP SMITH | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DAVID STORK | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| SHAN SUTHERLAND | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DAN THORNDIKE | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BARBARA TYLER | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| TIM WILLIAMS | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| RYAN WINES | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| RON WORLAND | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| STEPHANIE HAYNES | ||||||
| STUDENT TRUS | 1.00 | $0 | $0 | $0 | Yes (X) | |
| RICK YOUNG | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| LARRY COOPER | ||||||
| AFFILIATE TR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| LAURA SIMONDS | ||||||
| AFFILIATE TR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ROBERTA BHASIN | ||||||
| AFFILIATE TR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ROY SCARBROUGH | ||||||
| AFFILIATE TR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| GREG ROE | ||||||
| AFFILIATE TR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $285,047 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $108,668 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $651,488 | FundraisingAmt |
| All Other Contributions | $8,198,197 | AllOtherContributionsAmt |
| Noncash Contributions | $1,673,895 | NoncashContributionsAmt |
| Total Contributions | $8,849,685 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,229,504 | TotalRevenueColumnAmt |
| Exclusion | $2,229,504 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,943,685 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,404,106 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,539,579 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,539,579 | TotalRevenueColumnAmt |
| Exclusion | $1,539,579 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $140,112 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $651,488 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $83,483 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,629 | TotalRevenueColumnAmt |
| Exclusion | $56,629 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVEUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $143,209 | TotalRevenueColumnAmt |
| Exclusion | $143,209 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $143,209 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,818,606 | TotalRevenueColumnAmt |
| Exclusion | $3,968,921 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,159,994 | TotalAmt |
| Program Services | $2,159,994 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,550 | TotalAmt |
| Management And General | $91,550 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,408 | TotalAmt |
| Program Services | $216,408 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,463 | TotalAmt |
| Management And General | $86,463 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,287 | TotalAmt |
| Management And General | $2,287 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,835 | TotalAmt |
| Management And General | $140,835 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,479 | TotalAmt |
| Management And General | $105,479 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,111 | TotalAmt |
| Management And General | $66,111 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,652 | TotalAmt |
| Management And General | $6,652 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM SUPPORT | $6,345,067 | $6,345,067 | |
| OTHER ADMIN SUPPORT | $1,059,462 | $60,414 | $999,048 |
| DUES | $32,891 | $32,891 | |
| BOARD MEETINGS | $15,359 | $15,359 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,142 | TotalAmt |
| Management And General | $27,142 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,355,700 | TotalAmt |
| Program Services | $8,781,883 | ProgramServicesAmt |
| Management And General | $1,573,817 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,574,837 | BOYAmt |
| EOY | $1,054,047 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,628 | BOYAmt |
| EOY | $2,362,566 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,364,403 | BOYAmt |
| EOY | $9,174,140 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,734 | BOYAmt |
| EOY | $3,791 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $734,000 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $734,000 | BOYAmt |
| EOY | $734,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,048,148 | BOYAmt |
| EOY | $52,234,156 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,508 | BOYAmt |
| EOY | $30,007 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,769,258 | BOYAmt |
| EOY | $65,592,707 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,845 | BOYAmt |
| EOY | $61,491 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $419,350 | BOYAmt |
| EOY | $485,475 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,677,020 | BOYAmt |
| EOY | $3,287,654 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,157,215 | BOYAmt |
| EOY | $3,834,620 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,156,177 | BOYAmt |
| EOY | $3,893,963 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,455,866 | BOYAmt |
| EOY | $57,864,124 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,612,043 | BOYAmt |
| EOY | $61,758,087 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,769,258 | BOYAmt |
| EOY | $65,592,707 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,462,906 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,693,655 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$10,517 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,676,343 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,455,670 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,832,145 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,909,892 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,849,685 | CurrentTaxYearAmt |
| Total | $41,723,735 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $772,239 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $955,199 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $922,738 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $998,147 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,059,588 | CurrentTaxYearAmt |
| Total | $4,707,911 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,448,582 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,410,869 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,754,883 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,908,039 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,909,273 | CurrentTaxYearAmt |
| Total | $46,431,646 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,666,124 | SubstantialContributorsTotAmt |
| Public Support Total170 | $33,765,522 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,063,728 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,818,922 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,598,506 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,789,433 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,229,504 | CurrentTaxYearAmt |
| Total | $8,500,093 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94,523 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $306,024 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,940 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $165,658 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $283,321 | CurrentTaxYearAmt |
| Total | $991,466 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $55,923,205 | TotalSupportAmt |
| Public Support CY170 | 0.60380 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56630 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME 991,466 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $30,007 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,760,771 | BeginningYearBalanceAmt |
| Contributions | $2,099,150 | ContributionsAmt |
| Investment Earnings Or Losses | $5,094,447 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,436,475 | OtherExpendituresAmt |
| End Year Balance | $42,517,893 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,369,211 | BeginningYearBalanceAmt |
| Contributions | $609,624 | ContributionsAmt |
| Investment Earnings Or Losses | $4,536,648 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,754,712 | OtherExpendituresAmt |
| End Year Balance | $36,760,771 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,947,842 | BeginningYearBalanceAmt |
| Contributions | $1,218,593 | ContributionsAmt |
| Investment Earnings Or Losses | $1,856,893 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,654,117 | OtherExpendituresAmt |
| End Year Balance | $33,369,211 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,845,933 | BeginningYearBalanceAmt |
| Contributions | $4,150,460 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,175,533 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,873,018 | OtherExpendituresAmt |
| End Year Balance | $31,947,842 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,192,998 | BeginningYearBalanceAmt |
| Contributions | $859,687 | ContributionsAmt |
| Investment Earnings Or Losses | $8,374,993 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,581,745 | OtherExpendituresAmt |
| End Year Balance | $34,845,933 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.73730 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26270 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $725,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $725,000 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $9,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $9,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $734,000 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED ENTITY | $2,867,020 |
| OBLIGATIONS FOR SPLIT-INT AGREEMENTS | $420,634 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,287,654 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $15,644,815 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,693,655 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,059,588 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$10,517 | OtherRevenueAmt |
| Revenue Not Reported | $2,742,726 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,902,089 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$83,483 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$83,483 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,818,606 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,498,771 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,059,588 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $83,483 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,143,071 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,355,700 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $10,355,700 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 265 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR- RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | CHANGE IN SPLIT INTEREST AGREEMENTS -10,517 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | DIRECT FUNDRAISING -83,483 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | DIRECT FUNDRAISING 83,483 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LITHIA/RAIDER C | Event1Nm |
| Gross Receipts Event1 | $744,900 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $616,294 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $128,606 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $43,506 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $28,042 | OtherDirectExpensesEvent1Amt |
| Event2 | WRESTLING GOLF | Event2Nm |
| Gross Receipts Event2 | $46,700 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $35,194 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $11,506 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $11,882 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $53 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $791,600 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $651,488 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $140,112 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $55,388 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $28,095 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $83,483 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $56,629 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SOU SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 556 | RecipientCnt |
| Cash Grant | $2,159,994 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET FRATELLA | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Compensation Based On Rltd Orgs | $199,596 | CompensationBasedOnRltdOrgsAmt |
| Deferred Comp Rltd Orgs | $53,558 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Rltd Orgs | $21,360 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Rltd Orgs | $274,514 | TotalCompensationRltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PAGE 1, PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | COUNTRY CLUB MEMBERSHIP FOR THE EXECUTIVE DIRECTOR | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,641,710 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SUPPLIES | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $32,185 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | 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 SOUTHERN OREGON UNIVERSITY. |
| FORM 990, PAGE 1, PART I, LINE 6 | MOST VOLUNTEERS SERVE ON THE BOARD OF DIRECTORS AND PROVIDE GOVERNANCE, OVERSIGHT, ADVOCACY, AND FUNDRAISING SUPPORT. |
| FORM 990, PAGE 6, PART VI, LINE 2 | TOM CURRAN BARBARA TYLER TRUSTEE TRUSTEE MARRIED |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE NOMINATING & BOARD GOVERNANCE COMMITTEE PERFORMS AN INITIAL REVIEW OF THE FORM 990 FOR ISSUES RELATED TO GOVERNANCE. THE FINANCE & AUDIT COMMITTEE PERFORMS AN INITIAL REVIEW OF THE FORM 990 FOR ISSUES RELATED TO FINANCE. THE FULL BOARD OF TRUSTEES THEN REVIEWS AND APPROVES OF THE FORM 990 ONLY AFTER IT HAS BEEN APPROVED AND FORWARDED BY BOTH COMMITTEES. |
| FORM 990, PAGE 6, PART VI, LINE 12C | 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, PAGE 6, PART VI, LINE 19 | COPIES OF ALL DOCUMENTS ARE MAINTAINED ON FILE AND ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | CHANGE IN SPLIT INTEREST AGREEMENTS -10,517 DIRECT FUNDRAISING 83,483 DIRECT FUNDRAISING -83,483 TOTAL -10,517 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN OREGON UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 SISKIYOU BLVD | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472963287 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Public Charity Status | 6 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SOUTHERN OREGON UNIVERSITY | ||
| B | $8,616,753 | COST |
| SOUTHERN OREGON UNIVERSITY | ||
| C | $32,185 | COST |
| SOUTHERN OREGON UNIVERSITY | ||
| O | $1,059,588 | COST |
| SOUTHERN OREGON UNIVERSITY | ||
| P | $999,048 | COST |
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