Civic Intelligence

Southern Oregon University Foundation

990 • Fiscal year 2021 • EIN 23-7030910

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 06, 2022

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

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

20th percentile

0.07x

Higher debt load relative to revenue than 20% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

79th percentile

36%

Higher net margin than 79% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

47th percentile

$233,265

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

81st percentile

27%

Faster asset growth than 81% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

59th percentile

19%

Faster revenue growth than 59% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$42,053,103

Up $8,979,502 (+27%) from 2020

Net Assets

Up

$41,689,457

Up $8,964,301 (+27%) from 2020

Liabilities

Up

$363,646

Up $15,201 (+4.4%) from 2020

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin79th percentile

Revenue

Up

$5,034,083

Up $806,381 (+19%) from 2020

Expenses

Down

$3,219,741

Down $529,387 (-14%) from 2020

Net Income

Up

$1,814,342

Up $1,335,768 (+279%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2021

Assets$42,053,103
Liabilities$363,646
Net Assets$41,689,457
Open 2021 Filing

Operations Trend

Revenue Growth59th 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

2021

Revenue$5,034,083
Expenses$3,219,741
Net Income$1,814,342
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 6, 2022
Return Version
2020v4.0
Gross Receipts
$5,160,422
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$30,835,787$39,232,808▲ $8,397,021
Cash and Non-Interest-Bearing Accounts$607,900$1,066,329▲ $458,429
Land, Buildings, and Equipment, Net$1,114,125$1,024,125▼ $90,000
Pledges and Grants Receivable$387,485$626,273▲ $238,788
Savings and Temporary Cash Investments$89,645$64,909▼ $24,736
Inventories for Sale or Use$17,151$17,151→ $0
Total Assets$33,073,601$42,053,103▲ $8,979,502
Other Assets Total$21,508$21,508→ $0
Liabilities
Other Liabilities$227,569$273,322▲ $45,753
Accounts Payable and Accrued Expenses$53,976$90,324▲ $36,348
Deferred Revenue$66,900--
Total Liabilities$348,445$363,646▲ $15,201
Net Assets / Fund Balance
Net Assets With Donor Restrictions$29,965,374$38,632,662▲ $8,667,288
Net Assets Without Donor Restrictions$2,759,782$3,056,795▲ $297,013
Total Net Assets Fund Balance$32,725,156$41,689,457▲ $8,964,301
Total Liabilities and Net Assets / Fund Balance$33,073,601$42,053,103▲ $8,979,502

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,000-$9,000
Land$1,015,125--
Other Securities$39,232,808--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$27,192,998$859,687▲ $8,374,993$1,581,745$34,845,933
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
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Janet FratellaExecutive DiFT$233,265$233,265
Andrew GastDirector ofFT$113,872$113,872

Board Members and Trustees

NameTitle
Marc BaylissPresident
Janet FratellaExecutive Director
Alice HardestyTrustee
Art DiederichTrustee
Barbara TylerTrustee
Betsy GentryTrustee
Blair MoodyTrustee
Christine DonchinTrustee
David StorkTrustee
David WrightTrustee
Doug MorseTrustee
Ernest ScalbergTrustee
Fred MosslerTrustee
Gene PelhamTrustee
Greg KoenigTrustee
Jeff CutlerTrustee
Jim TeeceTrustee
Kacie RyanTrustee
Kelly CoatesTrustee
Lazaro AyalaTrustee
Lore Rutz-burriTrustee
Peg EvansTrustee
Richard YoungTrustee
Ron WorlandTrustee
Ryan WinesTrustee
Sandy FriendTrustee
Sid DeboerTrustee
Sue CollinsTrustee
Vance BeachTrustee
Dan ThorndikePast Preside
Debra LeeSecretary
Sheri LoyaTreasurer
Sue KupillasVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$3,676,643
Program Service Revenue
$0
Investment Income
$1,299,257
Other Revenue
$58,183
All Other Contributions
$3,676,643
Change in Net Assets
$1,814,342

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 AmountValuation Method
Securities Publicly Traded22$310,089Fair Market Value (FMV)
Other Non Cash Contri Table1$12,057-
Total Noncash Contributions23$322,146-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,083,783
Revenue Not Reported on Financial Statements
$-49,700
Revenue Not Reported on Form 990
$7,958,537
Other Revenue Adjustments
$-49,700
Total Revenue per Audited Statements
$13,042,320
Total Revenue per Form 990
$5,034,083
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,834,259
Grants and Similar Amounts Paid$1,385,482
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,385,482--$1,385,482
Office Expenses-$118,044-$118,044
Other Expenses$192,368$44,997-$44,997
All Other Expenses-$37,275-$37,275
Fees for Services Other-$25,898-$25,898
Fees for Services Accounting-$24,500-$24,500
Travel-$7,776-$7,776
Fees for Service Investment Mgmnt Fees-$5,545-$5,545
Insurance-$5,538-$5,538
Advertising-$2,251-$2,251
Total Functional Expenses$2,717,186$502,555$0$3,219,741

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,028,319
Expenses per Audited Statements$3,219,741
Total Expenses per Form 990$3,219,741
Expenses Not Reported on Form 990$808,578
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$94,522
Fundraising Direct Expenses$36,339
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various$94,522$94,522$36,339$58,183
Total Events$94,522$94,522$36,339$58,183
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$234,777
Accounts Payable$38,545
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 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
Sue Kupillas
Title
Vice President
Phone
5415526129
Signed
2022-07-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janet Fratella
Formed
1959
Legal Domicile
Or
Voting Board Members
32
Independent Board Members
32
Employees
0
Volunteers
35

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

“-”

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 36,339”

Schedule D, Page 4, Part XI, Line 4B

“Loss on sale of other assets -49,700”

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

“Direct fundraising 36,339”

Raw XML AppendixShowing 400 of 684 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/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

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,053,103
Liabilities
$363,646
Net assets
$41,689,457
Revenue
$5,034,083
Expenses
$3,219,741
Net income
$1,814,342
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
2021Detailed filing. Detailed filing data is available for this year.$42.1$0.36$41.7$5.03$3.22$1.81
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$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