Civic Intelligence

Southern Oregon University Foundation

990 • Fiscal year 2020 • EIN 23-7030910

Jul 01, 2019 to Jun 30, 2020 • Filed on May 20, 2021

Organization ProfileWWW.SOUFOUNDATION.ORG
1250 Siskiyou BlvdAshland, OR 97520

(541) 552-6129

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

16th percentile

0.08x

Higher debt load relative to revenue than 16% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

67th percentile

11%

Higher net margin than 67% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$244,413

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

16th percentile

-2.7%

Faster asset growth than 16% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

15th percentile

-24%

Faster revenue growth than 15% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$33,073,601

Down $916,868 (-2.7%) from 2019

Net Assets

Down

$32,725,156

Down $832,719 (-2.5%) from 2019

Liabilities

Down

$348,445

Down $84,149 (-19%) from 2019

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin67th percentile

Revenue

Down

$4,227,702

Down $1,344,157 (-24%) from 2019

Expenses

Up

$3,749,128

Up $136,870 (+3.8%) from 2019

Net Income

Down

$478,574

Down $1,481,027 (-76%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $18,411,706Liabilities 2010: $2,495,057Net Assets 2010: $15,916,6492010Assets 2011: $22,670,683Liabilities 2011: $2,301,041Net Assets 2011: $20,369,6422011Assets 2012: $24,026,583Liabilities 2012: $1,926,284Net Assets 2012: $22,100,2992012Assets 2013: $25,193,922Liabilities 2013: $1,563,227Net Assets 2013: $23,630,6952013Assets 2014: $29,387,435Liabilities 2014: $1,796,866Net Assets 2014: $27,590,5692014Assets 2015: $28,877,279Liabilities 2015: $1,410,424Net Assets 2015: $27,466,8552015Assets 2016: $28,336,471Liabilities 2016: $1,833,722Net Assets 2016: $26,502,7492016Assets 2017: $30,637,667Liabilities 2017: $1,762,481Net Assets 2017: $28,875,1862017Assets 2018: $32,806,714Liabilities 2018: $648,146Net Assets 2018: $32,158,5682018Assets 2019: $33,990,469Liabilities 2019: $432,594Net Assets 2019: $33,557,8752019Assets 2020: $33,073,601Liabilities 2020: $348,445Net Assets 2020: $32,725,1562020Assets 2021: $42,053,103Liabilities 2021: $363,646Net Assets 2021: $41,689,4572021Assets 2022: $40,553,938Liabilities 2022: $437,854Net Assets 2022: $40,116,0842022Assets 2023: $51,636,312Liabilities 2023: $653,993Net Assets 2023: $50,982,3192023Assets 2024: $59,769,258Liabilities 2024: $2,157,215Net Assets 2024: $57,612,0432024

Highlighted filing

2020

Assets$33,073,601
Liabilities$348,445
Net Assets$32,725,156
Open 2020 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,877,3872010Expenses 2011: $2,027,4202011Expenses 2012: $2,148,8182012Expenses 2013: $2,527,3752013Revenue 2014: $6,443,639Expenses 2014: $2,967,764Net Income 2014: $3,475,8752014Revenue 2015: $3,851,306Expenses 2015: $2,864,643Net Income 2015: $986,6632015Revenue 2016: $4,028,286Expenses 2016: $3,631,855Net Income 2016: $396,4312016Revenue 2017: $4,404,090Expenses 2017: $4,568,367Net Income 2017: -$164,2772017Revenue 2018: $4,173,240Expenses 2018: $2,401,751Net Income 2018: $1,771,4892018Revenue 2019: $5,571,859Expenses 2019: $3,612,258Net Income 2019: $1,959,6012019Revenue 2020: $4,227,702Expenses 2020: $3,749,128Net Income 2020: $478,5742020Revenue 2021: $5,034,083Expenses 2021: $3,219,741Net Income 2021: $1,814,3422021Revenue 2022: $8,833,338Expenses 2022: $3,843,495Net Income 2022: $4,989,8432022Revenue 2023: $16,037,601Expenses 2023: $5,743,184Net Income 2023: $10,294,4172023Revenue 2024: $9,807,457Expenses 2024: $6,442,169Net Income 2024: $3,365,2882024

Highlighted filing

2020

Revenue$4,227,702
Expenses$3,749,128
Net Income$478,574
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 20, 2021
Return Version
2019v5.0
Gross Receipts
$4,251,972
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$31,287,212$30,835,787▼ $451,425
Land, Buildings, and Equipment, Net$1,114,125$1,114,125→ $0
Cash and Non-Interest-Bearing Accounts$853,385$607,900▼ $245,485
Pledges and Grants Receivable$596,664$387,485▼ $209,179
Savings and Temporary Cash Investments$71,984$89,645▲ $17,661
Inventories for Sale or Use$15,853$17,151▲ $1,298
Total Assets$33,990,469$33,073,601▼ $916,868
Other Assets Total$51,246$21,508▼ $29,738
Liabilities
Other Liabilities$202,171$227,569▲ $25,398
Deferred Revenue$169,770$66,900▼ $102,870
Accounts Payable and Accrued Expenses$60,653$53,976▼ $6,677
Total Liabilities$432,594$348,445▼ $84,149
Net Assets / Fund Balance
Net Assets With Donor Restrictions$30,993,561$29,965,374▼ $1,028,187
Net Assets Without Donor Restrictions$2,564,314$2,759,782▲ $195,468
Total Net Assets Fund Balance$33,557,875$32,725,156▼ $832,719
Total Liabilities and Net Assets / Fund Balance$33,990,469$33,073,601▼ $916,868

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,105,125-$90,000
Buildings$9,000-$9,000
Other Securities$30,835,787--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$28,098,633$590,970▼ $10,998$1,485,607$27,192,998
2018$27,415,068$730,396▲ $1,354,825$1,401,656$28,098,633
2017$24,457,209$526,833▲ $2,499,629$1,068,603$27,415,068
2016$22,396,265$691,892▲ $3,626,480$1,257,428$25,457,209
2015$23,087,687$940,269▲ $40,107$1,671,798$22,396,265
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Janet FratellaExecutive DiFT$244,413$244,413
Andrew GastDirector ofFT$128,240$128,240

Board Members and Trustees

NameTitle
Marc BaylissPresident
Janet FratellaExecutive Director
Alexis PackerTrustee
Art DiederichTrustee
Barbara SaigoTrustee
Betsy GentryTrustee
Blair MoodyTrustee
Bonnie EvansTrustee
Christine DonchinTrustee
Dave HyattTrustee
David WrightTrustee
Doug MorseTrustee
Gene PelhamTrustee
Jeff CutlerTrustee
Jeff DeboerTrustee
Jim TeeceTrustee
Kacie RyanTrustee
Kelly CoatesTrustee
Laz AyalaTrustee
Lore Rutz-burriTrustee
Peg EvansTrustee
Ron WorlandTrustee
Ryan WinesTrustee
Sandy FriendTrustee
Sheri LoyaTrustee
Sid DeboerTrustee
Sue CollinsTrustee
Vance BeachTrustee
Dan ThorndikePast Preside
Debra LeeSecretary
Greg KoenigTreasurer
Sue KupillasVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,679,545
Program Service Revenue
$0
Investment Income
$1,430,989
Other Revenue
$117,168
All Other Contributions
$2,679,545
Change in Net Assets
$478,574

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table2$112,114
Securities Publicly Traded1$70,118
Total Noncash Contributions3$182,232

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,093,865
Revenue Not Reported on Financial Statements
$133,837
Revenue Not Reported on Form 990
$-270,822
Total Revenue per Audited Statements
$3,823,043
Total Revenue per Form 990
$4,227,702
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,405,869
Grants and Similar Amounts Paid$1,343,259
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,343,259--$1,343,259
Office Expenses-$107,102-$107,102
Other Expenses$278,988$43,121-$43,121
All Other Expenses-$42,889-$42,889
Fees for Services Accounting-$28,700-$28,700
Travel-$21,891-$21,891
Fees for Service Investment Mgmnt Fees-$21,138-$21,138
Fees for Services Other-$6,546-$6,546
Insurance-$5,257-$5,257
Conferences and Meetings-$4,087-$4,087
Total Functional Expenses$3,147,036$602,092$0$3,749,128

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,655,762
Expenses per Audited Statements$3,749,128
Total Expenses per Form 990$3,749,128
Expenses Not Reported on Form 990$906,634
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$141,465
Fundraising Direct Expenses$24,270
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various$141,465$141,465$24,270$117,195
Total Events$141,465$141,465$24,270$117,195
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Obligations for Split-int Agreements$215,877
Accounts Payable$11,692
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Sid deboer jeff deboer trustee trustee father/son”

Form 990, Page 6, Part VI, Line 10B

“The organization has written policies that govern activities of chapters and affiliates to ensure their operations are consistent with the organization's exempt purpose”

Form 990, Page 6, Part VI, Line 11B

“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, 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.”

Filing and Contact Details

Filer

Filer Name
Southern Oregon University Foundati
EIN
23-7030910
Phone
5415526129
Address
1250 SISKIYOU BLVD, ASHLAND, OR 97520

Signing Officer

Name
Marc Bayliss
Title
President
Phone
5415526129
Signed
2021-05-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janet Fratella
Formed
1959
Legal Domicile
Or
Voting Board Members
31
Independent Board Members
31
Employees
0
Volunteers
30

Preparer

Firm
Jones & Roth Pc
Address
PO BOX 10086, EUGENE, OR 97440
Preparer
Fritz S Duncan
Phone
5416872320
Supplemental Narrative

Additional Explanations

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

“-”

Form 990, Part XI, Line 9

“Direct fundraising 24,270 direct fundraising -24,270”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The foundation's endowment consists of approximately 196 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

“Direct fundraising 24,270”

Schedule D, Page 4, Part XII, Line 2D

“Direct fundraising 24,270”

Raw XML AppendixShowing 400 of 679 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt28TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt29TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt30TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt32DIRECTOR OF
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IRS990/MissionDesc0THE 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.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,073,601
Liabilities
$348,445
Net assets
$32,725,156
Revenue
$4,227,702
Expenses
$3,749,128
Net income
$478,574
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.8$2.16$57.6$9.81$6.44$3.37
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.6$0.65$51.0$16.0$5.74$10.3
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.6$0.44$40.1$8.83$3.84$4.99
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.1$0.36$41.7$5.03$3.22$1.81
2020Detailed filing. Detailed filing data is available for this year.$33.1$0.35$32.7$4.23$3.75$0.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.0$0.43$33.6$5.57$3.61$1.96
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.8$0.65$32.2$4.17$2.40$1.77
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.6$1.76$28.9$4.40$4.57$0.16
2016Detailed filing. Detailed filing data is available for this year.$28.3$1.83$26.5$4.03$3.63$0.40
2015Detailed filing. Detailed filing data is available for this year.$28.9$1.41$27.5$3.85$2.86$0.99
2014Detailed filing. Detailed filing data is available for this year.$29.4$1.80$27.6$6.44$2.97$3.48
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.2$1.56$23.6$2.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.0$1.93$22.1$2.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.7$2.30$20.4$2.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.4$2.50$15.9$1.88